SP
Sherman Porfolios, LLC
高频交易型逆势操作型
申报总市值
US$13.0亿
申报季度: 2026-03-31 · 持股只数: 98
SHERMAN PORFOLIOS, LLC在最新一期 13F 报告中披露了 98 项持股，申报期为 2026-03-31，总持股市值约为 US$13.0亿，季度换手率为 144.0%。
机构性格雪花图
- 集中度
- 40.9
- 持仓稳定性
- 100
- 动能／逆势
- 0
- 行业集中度
- 41.48
- 多样化
- 100
- 仓位均衡度
- 69.81
近期动向
加仓 IWM
+10822.6% US$2.3亿
减仓 MSFT
-94.8% -US$2.0亿
加仓 GLD
+226.0% US$6753.0万
加仓 XLE
+316.7% US$3016.3万
加仓 BND
+186.2% US$2127.4万
减仓 IYZ
-97.5% -US$1822.8万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IJS | Ishares S&p Small-cap 600 Va | ETF-其他 | 17.63% | +17.63% | NEW | |
| 2 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 17.51% | +17.37% | +10822.62% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-其他 | 17.41% | +17.41% | NEW | |
| 4 | GLD | Spdr Gold Shares | ETF-避险与商品 | 7.22% | +5.41% | +225.95% | |
| 5 | BIV | Vanguard Intermediate-term B | ETF-其他 | 3.02% | +0.67% | +15.00% | |
| 6 | XLE | Ss Energy Select Sector | ETF-其他 | 2.80% | +2.36% | +316.65% | |
| 7 | SCHX | Schwab US Large-cap ETF | ETF-其他 | 2.69% | — | +14.86% | |
| 8 | BND | Vanguard Total Bond Market | ETF-其他 | 2.52% | +1.73% | +186.20% | |
| 9 | SCHF | Schwab Intl Equity ETF | ETF-其他 | 2.25% | — | +9.77% | |
| 10 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.61% | -0.97% | -41.89% | |
| 11 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 1.16% | +1.16% | NEW | |
| 12 | COP | Conocophillips | 股票-能源 | 0.82% | +0.51% | +65.65% | |
| 13 | XOM | Exxon Mobil CORP | 股票-能源 | 0.77% | +0.41% | +35.29% | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 0.62% | -13.26% | -94.79% | |
| 15 | PSX | Phillips 66 | 股票-能源 | 0.57% | — | +3.40% | |
| 16 | QCOM | Qualcomm INC | 股票-科技 | 0.54% | — | +17.83% | |
| 17 | CVX | Chevron CORP | 股票-能源 | 0.53% | — | +3.00% | |
| 18 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.53% | — | +4.37% | |
| 19 | VZ | Verizon Communications INC | 股票-通信服务 | 0.51% | +0.51% | NEW | |
| 20 | AZN | AstraZeneca PLC | 股票-医疗保健 | 0.50% | +0.50% | NEW | |
| 21 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.50% | — | -0.82% | |
| 22 | C | Citigroup INC | 股票-金融 | 0.47% | — | +4.03% | |
| 23 | AAPL | Apple INC | 股票-科技 | 0.47% | +0.37% | +345.69% | |
| 24 | AMGN | Amgen INC | 股票-医疗保健 | 0.47% | — | +7.91% | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-其他 | 0.47% | — | -0.84% | |
| 26 | ABBV | Abbvie INC | 股票-医疗保健 | 0.47% | — | +6.56% | |
| 27 | DFAS | Dimensional US Small Cap ETF | ETF-中小型股 | 0.46% | — | +11.29% | |
| 28 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.46% | — | +7.17% | |
| 29 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-其他 | 0.45% | — | -3.19% | |
| 30 | PEP | Pepsico INC | 股票-非周期性消费 | 0.44% | +0.42% | +2065.10% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 0.44% | — | +1.81% | |
| 32 | DUK | Duke Energy CORP | 股票-公用事业 | 0.44% | +0.44% | NEW | |
| 33 | SO | Southern Co/the | 股票-公用事业 | 0.44% | +0.44% | NEW | |
| 34 | WM | Waste Management INC | 股票-工业 | 0.43% | — | +8.71% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 0.43% | — | -20.12% | |
| 36 | TXN | Texas Instruments INC | 股票-科技 | 0.43% | — | +8.28% | |
| 37 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.41% | — | +10.97% | |
| 38 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-其他 | 0.40% | — | +18.66% | |
| 39 | KMB | Kimberly-clark CORP | 股票-非周期性消费 | 0.39% | — | +32.18% | |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.39% | — | +4.77% | |
| 41 | OMC | Omnicom Group | 股票-通信服务 | 0.39% | — | +12.45% | |
| 42 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.39% | -0.24% | -45.86% | |
| 43 | AMT | American Tower CORP | 股票-房地产 | 0.38% | +0.38% | NEW | |
| 44 | MET | Metlife INC | 股票-金融 | 0.37% | — | +13.65% | |
| 45 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 0.37% | — | -23.95% | |
| 46 | IP | International Paper Co | 股票-周期性消费 | 0.35% | — | +14.36% | |
| 47 | UL | Unilever Plc-sponsored Adr | 股票-非周期性消费 | 0.35% | — | +11.38% | |
| 48 | ABT | Abbott Laboratories | 股票-医疗保健 | 0.34% | — | +16.81% | |
| 49 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.34% | — | +15.25% | |
| 50 | XLRE | Ss Real Estate Select Sector | ETF-其他 | 0.33% | — | +21.04% |
1–50 of 98
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
本季持股变动
Sherman Porfolios, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Ishares S&p Small-cap 600 Va (IJS); 新建仓: Ishares S&p Mid-cap 400 Grow (IJK); 清仓: S&p Global INC (SPGI); 清仓: Goldman Sachs Group INC (GS); 清仓: Marriott International -cl A (MAR).
FAQ
Sherman Porfolios, LLC 是什么机构？属于哪种投资人类型？
Sherman Porfolios, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$13.0亿，分布在 98 个已申报仓位之中。
Sherman Porfolios, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Sherman Porfolios, LLC 按市值排列的前几大持股为：
1. Ishares S&p Small-cap 600 Va (IJS) — US$2.3亿 (17.6%)
2. Ishares Russell 2000 ETF (IWM) — US$2.3亿 (17.5%)
3. Ishares S&p Mid-cap 400 Grow (IJK) — US$2.3亿 (17.4%)
4. Spdr Gold Shares (GLD) — US$9412.7万 (7.2%)
5. Vanguard Intermediate-term B (BIV) — US$3931.3万 (3.0%)
Sherman Porfolios, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Sherman Porfolios, LLC 共进行了 50 项显著调整：新建仓 8 个仓位、加仓 9 个既有持股、减仓 14 个仓位，并完全清仓 19 个持股。 其中幅度最大的异动：新建仓: Ishares S&p Small-cap 600 Va (IJS); 新建仓: Ishares S&p Mid-cap 400 Grow (IJK); 清仓: S&p Global INC (SPGI); 清仓: Goldman Sachs Group INC (GS); 清仓: Marriott International -cl A (MAR)
Sherman Porfolios, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Sherman Porfolios, LLC 的主要板块分布如下：
• Information Technology: 22.8%
• Health Care: 17.8%
• Energy: 14.0%
• Financials: 11.4%
• Consumer Staples: 8.3%
• Communication Services: 7.4%