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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
$1.22B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
24Q4
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 18
增持 32
减持 23
清仓 77
方向
标的
Δ市值
现股数(环比)
建仓
IJS
ISHARES TR
+$229.8M
1,940,467
建仓
IJK
ISHARES TR
+$227.0M
2,256,315
增持
IWM
ISHARES TR
+$226.3M
920,668
+10823%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MSFT
MICROSOFT CORP
-$195.5M
21,946
-95%
清仓
SPGI
S&P GLOBAL INC
-$163.2M
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INC
-$153.5M
0
-100%
增持
GLD
SPDR GOLD TR
+$67.5M
218,753
+226%
清仓
MAR
MARRIOTT INTL INC NEW
-$61.5M
0
-100%
清仓
CAT
CATERPILLAR INC
-$42.5M
0
-100%
清仓
AVY
AVERY DENNISON CORP
-$41.8M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$30.2M
596,939
+317%
清仓
ECL
ECOLAB INC
-$25.7M
0
-100%
清仓
DIS
DISNEY WALT CO
-$24.1M
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$21.3M
445,436
+186%
清仓
SSO
PROSHARES TR
-$20.6M
0
-100%
减持
IYZ
ISHARES TR
-$18.2M
13,837
-98%
减持
IYW
ISHARES TR
-$17.7M
1,587
-98%
清仓
IYH
ISHARES TR
-$17.7M
0
-100%
清仓
IDU
ISHARES TR
-$17.5M
0
-100%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$16.9M
32,242
-42%
减持
QQQ
INVESCO QQQ TR
-$16.4M
6,236
-81%
清仓
EFA
ISHARES TR
-$16.3M
0
-100%
减持
IVW
ISHARES TR
-$15.9M
28,719
-81%
清仓
BDX
BECTON DICKINSON & CO
-$15.6M
0
-100%
建仓
IEF
ISHARES TR
+$15.1M
158,623
减持
EEM
ISHARES TR
-$13.0M
63,088
-79%
减持
WMT
WALMART INC
-$10.0M
4,718
-95%
减持
RTX
RTX CORPORATION
-$9.7M
3,191
-94%
清仓
SE
SEA LTD
-$9.6M
0
-100%
清仓
LOW
LOWES COS INC
-$9.1M
0
-100%
减持
MMM
3M CO
-$6.9M
3,057
-93%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$6.6M
131,312
建仓
—
ASTRAZENECA PLC
+$6.6M
33,343
清仓
EMR
EMERSON ELEC CO
-$6.4M
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$6.3M
0
-100%
增持
COP
CONOCOPHILLIPS
+$6.1M
80,672
+66%
清仓
—
ASTRAZENECA PLC
-$5.8M
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$5.7M
43,603
建仓
SO
SOUTHERN CO
+$5.7M
58,763
增持
PEP
PEPSICO INC
+$5.5M
37,283
+2065%
清仓
BNY
BANK NEW YORK MELLON CORP
-$5.2M
0
-100%
减持
HYG
ISHARES TR
-$5.1M
17,369
-78%
减持
LQD
ISHARES TR
-$5.0M
12,626
-78%
建仓
AMT
AMERICAN TOWER CORP
+$5.0M
29,056
增持
BIV
VANGUARD BD INDEX FDS
+$4.8M
509,371
+15%
减持
EIX
EDISON INTL
-$4.8M
3,784
-96%
增持
—
EXXON MOBIL CORP
+$4.8M
59,151
+35%
增持
AAPL
APPLE INC
+$4.7M
24,299
+346%
清仓
SYY
SYSCO CORP
-$4.3M
0
-100%
减持
PG
PROCTER & GAMBLE CO
-$4.2M
34,979
-46%
清仓
ADI
ANALOG DEVICES INC
-$4.2M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$3.7M
22,869
+1654%
建仓
META
META PLATFORMS INC
+$3.6M
6,374
建仓
PANW
PALO ALTO NETWORKS INC
+$3.5M
22,079
建仓
DXCM
DEXCOM INC
+$3.4M
54,194
增持
SCHF
SCHWAB STRATEGIC TR
+$3.4M
1,186,723
+10%
清仓
ADBE
ADOBE INC
-$3.3M
0
-100%
建仓
CRM
SALESFORCE INC
+$3.3M
17,677
清仓
WBD
WARNER BROS DISCOVERY INC
-$3.1M
0
-100%
增持
SCHX
SCHWAB STRATEGIC TR
+$3.0M
1,365,636
+15%
清仓
APD
AIR PRODS & CHEMS INC
-$2.9M
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$2.8M
0
-100%
清仓
HON
HONEYWELL INTL INC
-$2.7M
0
-100%
清仓
LRCX
LAM RESEARCH CORP
-$2.6M
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$2.6M
0
-100%
清仓
GOOGL
ALPHABET INC
-$2.6M
0
-100%
清仓
GIS
GENERAL MLS INC
-$2.6M
0
-100%
清仓
WDC
WESTERN DIGITAL CORP
-$2.6M
0
-100%
清仓
NEM
NEWMONT CORP
-$2.4M
0
-100%
清仓
WDAY
WORKDAY INC
-$2.4M
0
-100%
清仓
INTC
INTEL CORP
-$2.3M
0
-100%
增持
PSX
PHILLIPS 66
+$2.3M
40,572
+3%
清仓
APH
AMPHENOL CORP NEW
-$2.3M
0
-100%
减持
AVGO
BROADCOM INC
-$2.2M
18,072
-20%
清仓
TER
TERADYNE INC
-$2.2M
0
-100%
清仓
GLW
CORNING INC
-$2.2M
0
-100%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$2.1M
0
-100%
清仓
WFC
WELLS FARGO CO NEW
-$2.1M
0
-100%
清仓
KLAC
KLA CORP
-$2.1M
0
-100%
清仓
FSLR
FIRST SOLAR INC
-$2.0M
0
-100%
增持
CVX
CHEVRON CORPORATION
+$2.0M
33,198
+3%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$1.9M
0
-100%
清仓
ALB
ALBEMARLE CORP
-$1.6M
0
-100%
清仓
IVV
ISHARES TR
-$1.5M
0
-100%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$1.5M
0
-100%
清仓
—
TE CONNECTIVITY PLC
-$1.5M
0
-100%
清仓
BA
BOEING CO
-$1.3M
0
-100%
清仓
A
AGILENT TECHNOLOGIES INC
-$1.2M
0
-100%
减持
BIL
SPDR SERIES TRUST
-$1.2M
2,541
-83%
建仓
SGOV
ISHARES TR
+$1.1M
11,244
增持
MRK
MERCK & CO INC
+$1.1M
57,004
+4%
增持
KMB
KIMBERLY-CLARK CORP
+$1.1M
52,854
+32%
清仓
LITE
LUMENTUM HLDGS INC
-$990.0K
0
-100%
清仓
SWK
STANLEY BLACK & DECKER INC
-$978.7K
0
-100%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$973.9K
0
-100%
增持
TXN
TEXAS INSTRS INC
+$968.4K
28,554
+8%
清仓
CIEN
CIENA CORP
-$961.2K
0
-100%
增持
QCOM
QUALCOMM INC
-$901.7K
55,032
+18%
清仓
VAC
MARRIOTT VACATIONS WORLDWIDE
-$898.5K
0
-100%
建仓
IYM
ISHARES TR
+$895.0K
5,088
减持
CION
CION INVT CORP
-$894.7K
143,122
-26%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$868.6K
14,096
-24%
增持
SCHE
SCHWAB STRATEGIC TR
+$851.5K
159,132
+19%
清仓
DFCF
DIMENSIONAL ETF TRUST
-$848.0K
0
-100%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$844.6K
12,278
-17%
增持
AMGN
AMGEN INC
+$841.6K
17,339
+8%
清仓
VOT
VANGUARD INDEX FDS
-$838.3K
0
-100%
清仓
BAX
BAXTER INTL INC
-$819.1K
0
-100%
清仓
APP
APPLOVIN CORP
-$816.7K
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$797.6K
0
-100%
增持
XLRE
SELECT SECTOR SPDR TR
+$797.0K
106,376
+21%
增持
IQV
IQVIA HLDGS INC
-$733.6K
22,781
+11%
清仓
MDB
MONGODB INC
-$733.2K
0
-100%
清仓
SOFI
SOFI TECHNOLOGIES INC
-$731.0K
0
-100%
清仓
ASTS
AST SPACEMOBILE INC
-$728.3K
0
-100%
清仓
MP
MP MATERIALS CORP
-$727.2K
0
-100%
增持
DFAS
DIMENSIONAL ETF TRUST
+$724.1K
84,903
+11%
清仓
COHR
COHERENT CORP
-$696.0K
0
-100%
增持
WM
WASTE MGMT INC DEL
+$681.4K
24,618
+9%
减持
SCHD
SCHWAB STRATEGIC TR
+$641.6K
212,242
-1%
清仓
APA
APA CORPORATION
-$634.0K
0
-100%
清仓
ALAB
ASTERA LABS INC
-$610.2K
0
-100%
增持
MCD
MCDONALDS CORP
+$604.5K
17,089
+11%
清仓
EXAS
EXACT SCIENCES CORP
-$602.9K
0
-100%
清仓
HOOD
ROBINHOOD MKTS INC
-$573.8K
0
-100%
清仓
IWS
ISHARES TR
-$549.4K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO
-$542.7K
0
-100%
清仓
INSM
INSMED INC
-$515.7K
0
-100%
增持
SCHO
SCHWAB STRATEGIC TR
+$444.8K
115,426
+19%
增持
VEEV
VEEVA SYS INC
+$425.2K
19,453
+45%
减持
GOOG
ALPHABET INC
-$416.2K
11,840
-3%
建仓
SLB
SLB LIMITED
+$358.0K
6,966
清仓
DXJ
WISDOMTREE TR
-$336.1K
0
-100%
减持
BPRE
BLUEROCK PVT REAL ESTATE FD
+$334.8K
227,883
-1%
清仓
DXC
DXC TECHNOLOGY CO
-$334.7K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$331.9K
3,350
减持
SCHB
SCHWAB STRATEGIC TR
-$327.8K
242,200
-1%
增持
ELV
ELEVANCE HEALTH INC FORMERLY
-$327.7K
13,292
+10%
增持
VTI
VANGUARD INDEX FDS
+$308.9K
2,483
+71%
清仓
ITB
ISHARES TR
-$308.4K
0
-100%
清仓
IJR
ISHARES TR
-$300.8K
0
-100%
清仓
ECHO
ECHOSTAR CORP
-$276.5K
0
-100%
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$267.7K
0
-100%
增持
OMC
OMNICOM GROUP INC
+$236.0K
67,406
+12%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$210.0K
2,871
清仓
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-$205.2K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$201.9K
0
-100%
增持
ABT
ABBOTT LABORATORIES
-$200.2K
43,650
+17%
增持
MA
MASTERCARD INCORPORATED
-$185.9K
5,761
+7%
建仓
MSIF
MSC INCOME FUND INC
+$171.4K
14,073