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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 14
增持 74
减持 53
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
IEMG
iShare Core MSCI Emerging Markets
-$3.7M
0
-100%
增持
DFAE
DFA Emerging Mkt Core Equity ETF
+$1.3M
162,618
+95%
减持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
-$1.2M
134,093
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。
-17%
减持
SCHZ
Schwab US AGG Bnd ETF
-$1.1M
24,009
-47%
减持
FPE
First Trust Preferred Sec & Inc ETF
-$975.0K
243,444
-17%
减持
FIXD
First Trust TCWOpportunistic Fxd Inc ETF
-$939.0K
45,919
-28%
增持
GOOGL
Alphabet, Inc. Cl A
-$848.0K
64,090
+1902%
减持
MSFT
Microsoft Corp
-$786.0K
32,016
-0%
减持
SCHG
Schwab Dow Jones US Large Growth ETF
-$775.0K
104,486
-8%
减持
VZ
Verizon Communications
-$763.0K
48,228
-6%
减持
SCHV
Schwab Dow Jones US Large Value ETF
-$755.0K
114,540
-4%
增持
—
iShares iBonds Dec 2025 Muni Bd ETF
+$749.0K
120,571
+35%
增持
—
iShares iBonds Dec 2024 Muni Bd ETF
+$738.0K
146,849
+27%
增持
SCHD
Schwab Dow Jones US Div Eq ETF
-$736.0K
228,495
+3%
增持
IBMO
iShares iBonds Dec 2026 Muni Bd ETF
+$692.0K
75,996
+63%
增持
SGOL
ETFS Phys. Swiss Gold Shares
-$687.0K
547,631
+1%
增持
SCHX
Schwab Dow Jones US Large Cap ETF
-$659.0K
362,668
+1%
增持
—
iShares iBonds Dec 2023 Muni Bd ETF
+$658.0K
124,683
+28%
减持
NVDA
Nvidia Corp
-$514.0K
8,574
-16%
增持
—
iShares iBonds Dec 2025 Corp Bd ETF
+$497.0K
42,851
+97%
减持
VTV
Vanguard Value ETF
-$436.0K
12,902
-16%
增持
GOOG
Alphabet, Inc. Cl C
-$412.0K
17,330
+1724%
增持
JNJ
Johnson & Johnson
-$403.0K
29,343
+0%
清仓
SHY
iShares Barclays1-3 Year Treasury Bd Fd
-$387.0K
0
-100%
清仓
SWK
Stanley Works
-$383.0K
0
-100%
增持
PG
Procter & Gamble Inc
-$363.0K
21,133
+0%
减持
KLIC
Kulicke & Soffa Inds
-$348.0K
12,617
-35%
建仓
INDB
Independent Bank Corp Ma
+$346.0K
4,637
减持
VIG
Vanguard Div Appreciation ETF
-$344.0K
6,089
-25%
增持
VOO
Vanguard S&P 500 ETF
+$332.0K
9,212
+19%
减持
INTC
Intel Corp
-$321.0K
21,637
-8%
增持
SCHF
Schwab FTSE Developed ex-US ETF
-$320.0K
115,145
+2%
清仓
FNDE
Sch Fundamental EM Lg Co ETF
-$318.0K
0
-100%
增持
—
iShares iBonds Dec 2024 Corp Bd ETF
+$285.0K
114,504
+13%
清仓
SUB
iShares Sht-Term National Muni ETF
-$284.0K
0
-100%
增持
PFE
Pfizer Inc
-$276.0K
33,516
+1%
清仓
SPLV
Invesco S&P 500 Low Volatility ETF
-$275.0K
0
-100%
清仓
SCHE
Schwab FTSE Emerging Mkt ETF
-$272.0K
0
-100%
增持
MRK
Merck & Co Inc
-$270.0K
53,687
+0%
增持
XLRE
Real Estate Sector SPDR
-$259.0K
94,366
+5%
减持
IJR
iShares S&P Smallcap 600 Index ETF
-$255.0K
30,846
-3%
建仓
IBDR
iShares iBonds Dec 2026 Corp Bd ETF
+$254.0K
10,977
减持
TIPX
SPDR Blmbrg Brcly 1-10 Yr TIP
-$243.0K
71,591
-10%
建仓
TSLA
Tesla Motors Inc
+$228.0K
861
增持
GLD
SPDR Gold Shares
-$226.0K
16,576
+0%
增持
—
iShares iBonds Dec 2023 Corp Bd ETF
+$226.0K
113,946
+9%
增持
VEU
Vanguard FTSE All-World ex-USA ETF
-$221.0K
41,409
+1%
增持
IBM
International Business Machines
-$217.0K
10,348
+1%
清仓
NOW
Service Now Inc
-$211.0K
0
-100%
增持
—
Medtronic plc
-$208.0K
23,611
+0%
清仓
—
Unilever Plc Adr New
-$202.0K
0
-100%
增持
SDY
SPDR S&P Dividend ETF
-$201.0K
29,316
+0%
减持
RODM
Hartford MultiFactor Developed Mkts
-$196.0K
9,955
-40%
减持
AMGN
Amgen Inc
-$187.0K
9,947
-0%
减持
LOW
Lowes Companies
+$186.0K
14,325
-0%
减持
UNP
Union Pacific Corp
-$178.0K
9,410
-0%
减持
NKE
Nike Inc Class B
-$174.0K
7,358
-4%
增持
RTX
Raytheon Technologies Co
-$170.0K
15,664
+4%
增持
AMZN
Amazon.com
+$161.0K
21,835
+1%
增持
TSN
Tyson Foods Inc
-$159.0K
7,945
+0%
减持
IVW
iShares S&P 500 Barra Gr. Fd.
-$152.0K
7,159
-24%
增持
JPM
J P Morgan Chase & Co
-$149.0K
24,758
+2%
减持
IJH
iShares S&P Midcap 400 Index ETF
-$140.0K
12,966
-2%
减持
V
Visa, Inc.
-$134.0K
5,779
-2%
增持
SCHM
Schwab Dow Jones US Mid-Cap ETF
-$128.0K
85,788
+1%
增持
AVGO
Broadcom Limited
-$118.0K
3,252
+1%
减持
—
iShares iBonds Dec 2023 ETF
-$114.0K
14,525
-24%
减持
TOTL
SPDR Doubleline Ttl Rtrn
-$113.0K
10,093
-18%
增持
BMY
Bristol Myers Squibb
-$112.0K
20,856
+1%
建仓
—
Ashford Hospitality Trust Inc
+$111.0K
16,332
减持
META
Meta Platforms Cl A
-$109.0K
4,006
-1%
建仓
—
Osisko Gold Royaltie
+$108.0K
10,639
减持
QCOM
Qualcomm Corp
-$108.0K
7,076
-0%
减持
—
iShares iBonds Dec 2024 ETF
-$107.0K
14,189
-22%
减持
VBR
Vanguard Small-Cap Value ETF
-$103.0K
8,062
-4%
增持
VNQ
Vanguard REIT
-$101.0K
24,303
+8%
减持
CRM
Salesforce Com
-$101.0K
4,304
-1%
减持
BSV
Vanguard Short-Term Bond ETF
-$93.0K
2,968
-28%
增持
CSCO
Cisco Systems
-$92.0K
37,721
+0%
增持
NOBL
Proshares S&P 500 Div Aristocrats
-$91.0K
78,027
+5%
减持
ABT
Abbott Labs
-$82.0K
6,012
-2%
减持
VUG
Vanguard Growth ETF
-$81.0K
6,843
-1%
增持
CVS
CVS Health Corporation
+$80.0K
25,334
+0%
增持
KO
Coca Cola
-$79.0K
11,397
+0%
减持
JHSC
JH/DFA Small Cap Multifactor ETF
-$79.0K
44,080
-2%
减持
BRK/B
Berkshire Hathaway B
-$68.0K
6,404
-2%
增持
ABBV
AbbVie Inc
-$68.0K
4,301
+2%
增持
HPQ
Hewlett Packard
-$67.0K
8,691
+0%
增持
LMT
Lockheed Martin Corp
-$65.0K
1,489
+0%
增持
SCHA
Schwab Dow Jones US Sm-Cap ETF
-$64.0K
104,876
+2%
减持
ROP
Roper Technologies, Inc
-$63.0K
1,759
-0%
减持
REGN
Regeneron Pharm
+$63.0K
680
-1%
减持
PYPL
Paypal Holdings, Inc.
+$61.0K
5,278
-6%
增持
TFC
Truist Finl Corp
-$60.0K
33,721
+5%
增持
PEP
Pepsico
-$58.0K
17,385
+0%
增持
FISV
Fiserv Inc.
+$56.0K
12,077
+0%
增持
PEG
Public Svc Enterprise
-$55.0K
7,788
+0%
增持
UPS
UPS Inc
-$53.0K
3,146
+2%
增持
PM
Philip Morris Intl Inc
-$52.0K
3,808
+2%
增持
WMT
Wal-Mart Stores
+$52.0K
4,349
+3%
增持
BAC
Bank Of America
-$51.0K
57,228
+0%
减持
DIS
Disney Walt Co
-$48.0K
15,144
-3%
增持
BX
Blackstone Group Lp
-$47.0K
8,927
+3%
减持
DOW
Dow Chemical
-$47.0K
5,149
-2%
增持
—
Exxon-Mobil
+$45.0K
19,236
+1%
减持
AAPL
Apple, Inc
+$44.0K
71,453
-1%
减持
MMM
3M Company
-$40.0K
1,988
-1%
增持
CMC
Commercial Metals Co
+$39.0K
16,643
+0%
增持
SPY
SPDR S&P 500 ETF
-$38.0K
4,762
+3%
减持
BDX
Becton Dickinson
-$37.0K
968
-6%
增持
XLK
SPDR Technology Select Sector
-$36.0K
5,893
+2%
减持
MTUM
iShares MSCI USA Momentum
-$35.0K
1,629
-11%
减持
XBI
SPDR S&P Biotech ETF
+$35.0K
13,667
-3%
增持
CWI
SPDR MSCI Acwi Ex-US
-$33.0K
40,526
+8%
减持
FNDX
Sch Fundamental US Large Co ETF
-$32.0K
6,761
-3%
增持
DUK
Duke Energy
-$31.0K
2,931
+3%
建仓
—
Clearside Biomedical Inc
+$31.0K
27,023
增持
CVX
ChevronTexaco Corp
+$29.0K
15,001
+2%
建仓
OVID
Ovid Therapeutics Inc
+$29.0K
15,522
增持
AMAT
Applied Materials
-$29.0K
3,213
+0%
增持
CFG
Citizens Financial Group
+$29.0K
11,759
+12%
增持
VSLU
Applied Finance Valuation Lg Cap ETF
-$26.0K
247,453
+6%
减持
GPN
Global Payments, Inc.
-$25.0K
8,091
-0%
减持
KLAC
KLA Tencor Corp
-$22.0K
1,308
-0%
减持
FTSL
First Trust Senior Loan ETF
-$22.0K
13,550
-3%
建仓
—
TCR2 Therapeutics Inc
+$21.0K
11,522
增持
SCHP
Schwab US TIPS ETF
-$19.0K
5,522
+1%
增持
VOE
Vanguard Mid Cap Value ETF
-$18.0K
2,534
+0%
减持
MDY
S&P 400 Mid-Cap SPDR ETF
-$17.0K
781
-2%
减持
—
Chase Corp
+$17.0K
3,570
-1%
增持
ES
Eversource Energy
-$17.0K
2,582
+0%
建仓
—
Oncolytics Biotech
+$16.0K
12,915
增持
—
Nuveen Inter Dur Qlty Muni
-$16.0K
24,360
+1%
增持
MHF
Western Asset Muni Hi Income
-$15.0K
47,532
+1%
增持
VTIP
Vanguard Sht-Term Infl Prot Sec ETF
-$15.0K
8,365
+1%
增持
XLE
Sector Spdr Engy Select
+$15.0K
3,977
+5%
建仓
—
MIRION TECHNOLOG
+$15.0K
10,023
增持
HD
Home Depot
+$14.0K
4,249
+1%
增持
ITW
Illinois Tool Works
+$13.0K
3,674
+3%
增持
MUNI
Pimco Intermediate Muni ETF
-$12.0K
10,157
+0%
建仓
—
Aptose Biosciences
+$11.0K
18,915
建仓
—
Medicenna Therapeutics Corp
+$11.0K
12,915
增持
PAYX
Paychex Inc
+$8.0K
2,246
+5%
建仓
—
Solid Biosciences Inc
+$7.0K
15,023
增持
PPG
PPG Inds Inc
-$7.0K
1,928
+0%
增持
PANW
Palo Alto Networks Inc
-$6.0K
6,789
+200%
增持
VB
Vanguard Small Cap ETF
-$6.0K
1,339
+0%
减持
STT
State Street Boston Corp
-$5.0K
6,000
-0%
减持
TGT
Target Corp
+$5.0K
1,607
-2%
建仓
—
Document Security Systems Inc
+$4.0K
15,523