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Newman Dignan & Sheerar, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Newman Dignan & Sheerar, Inc.
报告期 2026-03-31 · CIK 0001566493
持仓数
192
前50大市值合计
$377.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 20
增持 43
减持 56
清仓 31
方向
标的
Δ市值
现股数(环比)
清仓
—
TE Connectivity Ltd
-$203.0M
0
-100%
清仓
—
First Trust Preferred Sec & Inc ETF
-$6.2M
0
-100%
建仓
VSLU
Applied Finance Valuation Lg Cap ETF
+$5.4M
234,316
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。
建仓
FPE
First Trust Preferred Sec & Inc ETF
+$5.0M
292,591
建仓
XLRE
Real Estate Sector SPDR
+$3.7M
89,505
减持
AAPL
Apple, Inc
-$3.6M
71,908
-7%
建仓
—
iShares iBonds Dec 2024 Muni Bd ETF
+$3.0M
115,671
建仓
—
iShares iBonds Dec 2023 Corp Bd ETF
+$2.6M
104,310
建仓
—
iShares iBonds Dec 2024 Corp Bd ETF
+$2.5M
101,114
建仓
—
iShares iBonds Dec 2023 Muni Bd ETF
+$2.5M
97,596
建仓
—
iShares iBonds Dec 2025 Muni Bd ETF
+$2.4M
89,220
减持
SCHG
Schwab Dow Jones US Large Growth ETF
-$2.3M
113,925
-5%
增持
SCHX
Schwab Dow Jones US Large Cap ETF
-$2.2M
358,661
+6%
减持
GOOGL
Alphabet, Inc. Cl A
-$2.0M
3,202
-1%
清仓
—
Quanta Services Inc
-$2.0M
0
-100%
减持
SGOL
ETFS Phys. Swiss Gold Shares
-$1.9M
542,674
-11%
建仓
PWR
Quanta Services Inc
+$1.8M
14,695
减持
MSFT
Microsoft Corp
-$1.8M
32,091
-1%
减持
SCHD
Schwab Dow Jones US Div Eq ETF
-$1.8M
222,177
-1%
清仓
—
Raytheon Technologies Co
-$1.5M
0
-100%
建仓
RTX
Raytheon Technologies Co
+$1.5M
15,112
减持
FIXD
First Trust TCWOpportunistic Fxd Inc ETF
-$1.4M
63,363
-27%
减持
TMO
Thermo Fisher Scientific
+$1.3M
2,645
-1%
减持
SCHV
Schwab Dow Jones US Large Value ETF
-$1.2M
119,459
-2%
增持
AMZN
Amazon.com
-$1.2M
21,710
+1923%
增持
NVDA
Nvidia Corp
-$1.2M
10,257
+2%
建仓
IBMO
iShares iBonds Dec 2026 Muni Bd ETF
+$1.2M
46,561
减持
SCHZ
Schwab US AGG Bnd ETF
-$1.2M
45,522
-31%
减持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
-$1.2M
162,221
-6%
增持
DFAE
DFA Emerging Mkt Core Equity ETF
+$1.1M
83,182
+167%
增持
SCHM
Schwab Dow Jones US Mid-Cap ETF
-$1.0M
84,823
+1%
减持
GOOG
Alphabet, Inc. Cl C
-$788.0K
950
-7%
减持
INTC
Intel Corp
-$779.0K
23,499
-30%
减持
TOTL
SPDR Doubleline Ttl Rtrn
-$741.0K
12,311
-56%
减持
BRK/B
Berkshire Hathaway B
-$733.0K
6,513
-8%
减持
DIS
Disney Walt Co
-$692.0K
15,644
-1%
增持
SCHA
Schwab Dow Jones US Sm-Cap ETF
-$597.0K
103,304
+6%
增持
SCHF
Schwab FTSE Developed ex-US ETF
-$574.0K
113,174
+1%
减持
IJH
iShares S&P Midcap 400 Index ETF
-$574.0K
13,188
-1%
增持
BAC
Bank Of America
-$564.0K
57,132
+1%
减持
FNDE
Sch Fundamental EM Lg Co ETF
-$563.0K
12,260
-60%
增持
UNP
Union Pacific Corp
-$560.0K
9,430
+0%
增持
JPM
J P Morgan Chase & Co
-$553.0K
24,297
+1%
建仓
—
iShares iBonds Dec 2025 Corp Bd ETF
+$537.0K
21,735
减持
LOW
Lowes Companies
-$525.0K
14,338
-4%
减持
IJR
iShares S&P Smallcap 600 Index ETF
-$515.0K
31,862
-1%
增持
—
Medtronic plc
-$489.0K
23,568
+0%
建仓
—
iShares iBonds Dec 2023 ETF
+$474.0K
19,028
增持
CSCO
Cisco Systems
-$467.0K
37,545
+1%
减持
VUG
Vanguard Growth ETF
-$466.0K
6,933
-1%
减持
VIG
Vanguard Div Appreciation ETF
-$459.0K
8,136
-19%
减持
MRK
Merck & Co Inc
+$451.0K
53,677
-1%
建仓
—
iShares iBonds Dec 2024 ETF
+$447.0K
18,284
增持
VOO
Vanguard S&P 500 ETF
-$417.0K
7,759
+4%
建仓
RODM
Hartford MultiFactor Developed Mkts
+$412.0K
16,540
减持
VNQ
Vanguard REIT
-$403.0K
22,485
-1%
减持
GPN
Global Payments, Inc.
-$400.0K
8,126
-14%
建仓
SHY
iShares Barclays1-3 Year Treasury Bd Fd
+$387.0K
4,677
建仓
SKIN
Beauty Health Company CL A ORD
+$349.0K
27,144
清仓
MBB
iShares MBS ETF
-$344.0K
0
-100%
清仓
—
Target Corp
-$343.0K
0
-100%
清仓
AMD
Advanced Micro Devices
-$331.0K
0
-100%
清仓
EMTL
SPDR DoubleLine EM ETF
-$327.0K
0
-100%
减持
NKE
Nike Inc Class B
-$320.0K
7,687
-7%
减持
PYPL
Paypal Holdings, Inc.
-$320.0K
5,631
-9%
建仓
—
Wells Fargo & Co 7.50pcnt Pfd
+$319.0K
262
减持
MUNI
Pimco Intermediate Muni ETF
-$318.0K
10,113
-36%
减持
GLD
SPDR Gold Shares
-$313.0K
16,560
-4%
清仓
SWKS
Skyworks Solutions
-$307.0K
0
-100%
减持
CRM
Salesforce Com
-$299.0K
4,364
-9%
增持
VEU
Vanguard FTSE All-World ex-USA ETF
-$295.0K
41,195
+1%
清仓
NSC
Norfolk Southern Corp
-$285.0K
0
-100%
增持
BX
Blackstone Group Lp
-$283.0K
8,703
+3%
清仓
TSLA
Tesla Motors Inc
-$277.0K
0
-100%
减持
SDY
SPDR S&P Dividend ETF
-$277.0K
29,236
-0%
清仓
SBUX
Starbucks Corp
-$274.0K
0
-100%
减持
DHR
Danaher Corp
-$273.0K
6,382
-1%
建仓
XLE
Sector Spdr Engy Select
+$271.0K
3,789
清仓
T
AT&T Corp
-$271.0K
0
-100%
减持
META
Meta Platforms Cl A
-$266.0K
4,051
-2%
增持
PANW
Palo Alto Networks Inc
-$265.0K
2,263
+2%
减持
TIPX
SPDR Blmbrg Brcly 1-10 Yr TIP
-$263.0K
79,496
-9%
减持
CVS
CVS Health Corporation
-$260.0K
25,208
-2%
增持
CVX
ChevronTexaco Corp
-$257.0K
14,683
+0%
清仓
XITK
SPDR Sr Innovative Tech
-$257.0K
0
-100%
清仓
CRWD
Crowdstrike Hldgs Inc
-$253.0K
0
-100%
清仓
WFC
Wells Fargo & Company
-$250.0K
0
-100%
增持
VTV
Vanguard Value ETF
-$242.0K
15,386
+0%
建仓
TGT
Target Corp
+$233.0K
1,648
清仓
VGT
Vanguard Info Technology
-$232.0K
0
-100%
清仓
BA
Boeing Co
-$229.0K
0
-100%
减持
HD
Home Depot
-$222.0K
4,227
-8%
增持
IEMG
iShare Core MSCI Emerging Markets
-$221.0K
76,233
+7%
清仓
FVD
First Trust Value Line Div Idx
-$219.0K
0
-100%
清仓
PGX
Invesco Preferred
-$217.0K
0
-100%
清仓
CARR
Carrier Global Corp
-$215.0K
0
-100%
减持
PG
Procter & Gamble Inc
-$215.0K
21,082
-1%
清仓
INFL
Horizon Kinetics Infl. Bene. ETF
-$215.0K
0
-100%
增持
VBR
Vanguard Small-Cap Value ETF
-$212.0K
8,405
+1%
清仓
VT
Vanguard Total World ETF
-$207.0K
0
-100%
清仓
RSP
Invesco S&P 500 Eq. Wgt. ETF
-$206.0K
0
-100%
清仓
GEM
Gldmn Sachs ActiveBeta Emrg Mkts
-$204.0K
0
-100%
清仓
OGE
OGE Energy Corp
-$200.0K
0
-100%
增持
XBI
SPDR S&P Biotech ETF
-$195.0K
14,122
+2%
增持
JHSC
JH/DFA Small Cap Multifactor ETF
-$194.0K
45,058
+2%
减持
V
Visa, Inc.
-$189.0K
5,899
-3%
增持
KLIC
Kulicke & Soffa Inds
-$187.0K
19,492
+7%
增持
XLK
SPDR Technology Select Sector
-$185.0K
5,793
+0%
减持
MDY
S&P 400 Mid-Cap SPDR ETF
-$183.0K
801
-23%
减持
FISV
Fiserv Inc.
-$180.0K
12,076
-2%
清仓
—
Solid Biosciences Inc
-$180.0K
0
-100%
减持
IVW
iShares S&P 500 Barra Gr. Fd.
-$178.0K
9,376
-4%
增持
AVGO
Broadcom Limited
-$176.0K
3,216
+16%
清仓
—
Sundial Growers Inc
-$157.0K
0
-100%
增持
NOBL
Proshares S&P 500 Div Aristocrats
-$147.0K
74,152
+9%
减持
LHX
L3Harris Technologies Inc
-$143.0K
9,033
-4%
减持
SWK
Stanley Works
-$141.0K
3,648
-3%
增持
CMC
Commercial Metals Co
-$141.0K
16,636
+0%
减持
MA
Mastercard Inc
-$140.0K
2,531
-4%
减持
NEE
NextEra Energy Inc.
-$128.0K
12,156
-4%
增持
ROP
Roper Technologies, Inc
-$119.0K
1,764
+2%
增持
IBM
International Business Machines
+$116.0K
10,251
+0%
减持
—
AON Corp
-$109.0K
1,366
-7%
减持
CFG
Citizens Financial Group
-$102.0K
10,518
-0%
增持
UPS
UPS Inc
-$98.0K
3,073
+0%
清仓
MLCO
MLCO
-$93.0K
0
-100%
增持
WMT
Wal-Mart Stores
-$92.0K
4,209
+4%
减持
FTSL
First Trust Senior Loan ETF
-$91.0K
14,034
-7%
增持
SCHB
Schwab Dow Jones US Broad Mkt ETF
-$90.0K
13,797
+5%
增持
ORCL
Oracle Systems
-$87.0K
6,811
+0%
减持
FNDX
Sch Fundamental US Large Co ETF
-$81.0K
6,966
-7%
减持
IVE
iShares S&P 500 Value ETF
-$71.0K
3,435
-1%
增持
REGN
Regeneron Pharm
-$70.0K
685
+1%
清仓
—
Clearside Biomedical Inc
-$62.0K
0
-100%
增持
—
Exxon-Mobil
+$60.0K
19,089
+0%
减持
JNJ
Johnson & Johnson
-$57.0K
29,277
-1%
减持
BMY
Bristol Myers Squibb
+$55.0K
20,720
-2%
增持
DOW
Dow Chemical
-$55.0K
5,280
+3%
增持
PEG
Public Svc Enterprise
-$52.0K
7,785
+0%
增持
COST
Costco Whsl Corp
-$52.0K
565
+1%
增持
ALL
Allstate Corp
-$52.0K
4,383
+0%
减持
PAYX
Paychex Inc
-$50.0K
2,145
-0%
增持
VOE
Vanguard Mid Cap Value ETF
-$50.0K
2,525
+0%
清仓
OVID
Ovid Therapeutics Inc
-$49.0K
0
-100%
增持
VB
Vanguard Small Cap ETF
-$48.0K
1,334
+0%
减持
NOW
Service Now Inc
-$48.0K
444
-5%
减持
ABBV
AbbVie Inc
-$46.0K
4,212
-1%
减持
HPQ
Hewlett Packard
-$46.0K
8,676
-5%
增持
QCOM
Qualcomm Corp
-$39.0K
7,100
+15%
增持
MMM
3M Company
-$33.0K
2,009
+2%