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SHERMAN PORFOLIOS, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SHERMAN PORFOLIOS, LLC

报告期 2026-03-31 · CIK 0002096483

持仓数

98

前50大市值合计

$1.22B

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IJS ISHARES TR

SP SMCP600VL ETF

$229.8M

1,940,467

18.8%

IWM ISHARES TR

RUSSELL 2000 ETF

$228.3M

920,668

18.7%

IJK ISHARES TR

S&P MC 400GR ETF

$227.0M

2,256,315

18.6%

GLD SPDR GOLD TR

GOLD SHS

$94.1M

218,753

7.7%

BIV VANGUARD BD INDEX FDS

INTERMED TERM

$39.3M

509,371

3.2%

XLE SELECT SECTOR SPDR TR

STATE STREET ENE

$36.6M

596,939

3.0%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$35.0M

1,365,636

2.9%

BND VANGUARD BD INDEX FDS

TOTAL BND MRKT

$32.8M

445,436

2.7%

SCHF SCHWAB STRATEGIC TR

INTL EQTY ETF

$29.4M

1,186,723

2.4%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$21.0M

32,242

1.7%

IEF ISHARES TR

7-10 YR TRSY BD

$15.1M

158,623

1.2%

COP CONOCOPHILLIPS

COM

$10.6M

80,672

0.9%

— EXXON MOBIL CORP

COM

$10.0M

59,151

0.8%

MSFT MICROSOFT CORP

COM

$8.1M

21,946

0.7%

PSX PHILLIPS 66

COM

$7.4M

40,572

0.6%

QCOM QUALCOMM INC

COM

$7.1M

55,032

0.6%

CVX CHEVRON CORPORATION

COM

$6.9M

33,198

0.6%

MRK MERCK & CO INC

COM

$6.9M

57,004

0.6%

VZ VERIZON COMMUNICATIONS INC

COM

$6.6M

131,312

0.5%

— ASTRAZENECA PLC

ORD

$6.6M

33,343

0.5%

SCHD SCHWAB STRATEGIC TR

US DIVIDEND EQ

$6.5M

212,242

0.5%

C CITIGROUP INC

COM NEW

$6.2M

54,454

0.5%

AAPL APPLE INC

COM

$6.2M

24,299

0.5%

AMGN AMGEN INC

COM

$6.1M

17,339

0.5%

SCHB SCHWAB STRATEGIC TR

US BRD MKT ETF

$6.1M

242,200

0.5%

ABBV ABBVIE INC

COM

$6.1M

27,942

0.5%

DFAS DIMENSIONAL ETF TRUST

US SMALL CAP ETF

$6.0M

84,903

0.5%

JPM JPMORGAN CHASE & CO

COM

$6.0M

20,518

0.5%

SPMD SPDR SERIES TRUST

STATE STREET SPD

$5.8M

98,532

0.5%

PEP PEPSICO INC

COM

$5.8M

37,283

0.5%

IGSB ISHARES TR

ISHS 1-5YR INVS

$5.7M

108,634

0.5%

DUK DUKE ENERGY CORP NEW

COM NEW

$5.7M

43,603

0.5%

SO SOUTHERN CO

COM

$5.7M

58,763

0.5%

WM WASTE MGMT INC DEL

COM

$5.7M

24,618

0.5%

AVGO BROADCOM INC

COM

$5.6M

18,072

0.5%

TXN TEXAS INSTRS INC

COM

$5.5M

28,554

0.5%

MCD MCDONALDS CORP

COM

$5.3M

17,089

0.4%

SCHE SCHWAB STRATEGIC TR

EMRG MKTEQ ETF

$5.2M

159,132

0.4%

KMB KIMBERLY-CLARK CORP

COM

$5.1M

52,854

0.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$5.1M

10,638

0.4%

OMC OMNICOM GROUP INC

COM

$5.1M

67,406

0.4%

PG PROCTER & GAMBLE CO

COM

$5.1M

34,979

0.4%

AMT AMERICAN TOWER CORP

COM

$5.0M

29,056

0.4%

MET METLIFE INC

COM

$4.8M

67,503

0.4%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$4.8M

14,096

0.4%

IP INTERNATIONAL PAPER CO

COM

$4.6M

128,801

0.4%

UL UNILEVER PLC

SPON ADR NEW

$4.5M

79,609

0.4%

ABT ABBOTT LABORATORIES

COM

$4.5M

43,650

0.4%

GPC GENUINE PARTS CO

COM

$4.5M

42,159

0.4%

XLRE SELECT SECTOR SPDR TR

STATE STREET REA

$4.3M

106,376

0.4%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

70%前 6 大占比

IJS18.8%IWM18.7%IJK18.6%GLD7.7%BIV3.2%XLE3.0%