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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 14
增持 74
减持 55
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
IEMG
iShare Core MSCI Emerging Markets
+$3.3M
70,272
增持
VSLU
Applied Finance Valuation Lg Cap ETF
+$2.8M
344,812
+39%
增持
SCHD
Schwab Dow Jones US Div Eq ETF
+$2.4M
233,142
+2%
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。
增持
SCHX
Schwab Dow Jones US Large Cap ETF
+$1.4M
371,665
+2%
减持
MRK
Merck & Co Inc
+$1.3M
53,652
-0%
建仓
VTEB
Vanguard Tax-Exempt Bond ETF
+$1.1M
22,159
增持
SCHF
Schwab FTSE Developed ex-US ETF
+$1.0M
132,160
+15%
增持
NOBL
Proshares S&P 500 Div Aristocrats
+$894.8K
79,273
+2%
增持
VEU
Vanguard FTSE All-World ex-USA ETF
+$836.2K
53,316
+29%
增持
VOO
Vanguard S&P 500 ETF
+$771.0K
10,801
+17%
减持
SCHV
Schwab Dow Jones US Large Value ETF
+$761.2K
113,045
-1%
增持
JPM
J P Morgan Chase & Co
+$736.2K
24,781
+0%
减持
AAPL
Apple, Inc
-$665.5K
70,881
-1%
减持
SGOL
ETFS Phys. Swiss Gold Shares
+$664.2K
537,044
-2%
增持
DFAE
DFA Emerging Mkt Core Equity ETF
+$636.9K
177,855
+9%
增持
IBMO
iShares iBonds Dec 2026 Muni Bd ETF
+$619.0K
98,811
+30%
清仓
CRM
Salesforce Com
-$619.0K
0
-100%
增持
AMZN
Amazon.com
-$614.4K
22,055
+1%
建仓
IBMP
iShares iBonds Dec 2027 Muni Bd ETF
+$597.0K
23,807
增持
CVX
ChevronTexaco Corp
+$538.2K
15,005
+0%
增持
PG
Procter & Gamble Inc
+$535.6K
21,137
+0%
增持
SCHM
Schwab Dow Jones US Mid-Cap ETF
+$532.5K
87,266
+2%
清仓
MUNI
Pimco Intermediate Muni ETF
-$509.0K
0
-100%
减持
GOOGL
Alphabet, Inc. Cl A
-$498.7K
63,825
-0%
减持
XLRE
Real Estate Sector SPDR
-$486.5K
78,837
-16%
增持
—
iShares iBonds Dec 2025 Muni Bd ETF
+$477.7K
136,623
+13%
增持
VNQ
Vanguard REIT
+$467.1K
29,282
+20%
清仓
IVE
iShares S&P 500 Value ETF
-$441.0K
0
-100%
增持
RTX
Raytheon Technologies Co
+$429.1K
16,955
+8%
减持
—
Exxon-Mobil
+$399.4K
18,852
-2%
增持
AVGO
Broadcom Limited
+$386.5K
3,274
+1%
减持
JNJ
Johnson & Johnson
+$384.7K
29,316
-0%
减持
SDY
SPDR S&P Dividend ETF
+$371.9K
29,101
-1%
增持
AMGN
Amgen Inc
+$371.0K
9,949
+0%
增持
SCHA
Schwab Dow Jones US Sm-Cap ETF
+$305.5K
105,393
+0%
增持
CSCO
Cisco Systems
+$293.4K
37,834
+0%
增持
—
iShares iBonds Dec 2024 Muni Bd ETF
+$283.0K
156,427
+7%
建仓
SPLV
Invesco S&P 500 Low Volatility ETF
+$283.0K
4,428
增持
BRK/B
Berkshire Hathaway B
+$279.0K
6,439
+1%
减持
IJH
iShares S&P Midcap 400 Index ETF
+$269.7K
12,868
-1%
减持
DIS
Disney Walt Co
-$266.2K
13,384
-12%
减持
SCHZ
Schwab US AGG Bnd ETF
-$254.3K
18,263
-24%
减持
EMR
Emerson Electric
+$242.1K
12,639
-5%
建仓
VWO
Vanguard Emerging Mkt Fd ETF
+$240.8K
6,177
减持
FIXD
First Trust TCWOpportunistic Fxd Inc ETF
-$240.5K
40,038
-13%
增持
IBM
International Business Machines
+$240.5K
10,437
+1%
减持
NKE
Nike Inc Class B
+$236.4K
7,251
-1%
增持
IJR
iShares S&P Smallcap 600 Index ETF
+$232.3K
30,868
+0%
清仓
TSLA
Tesla Motors Inc
-$228.0K
0
-100%
增持
VO
Vanguard Mid-Cap ETF
+$227.6K
6,254
+12%
建仓
—
Unilever Plc Adr New
+$226.6K
4,500
清仓
RODM
Hartford MultiFactor Developed Mkts
-$216.0K
0
-100%
减持
PFE
Pfizer Inc
+$214.9K
32,824
-2%
建仓
VLO
Valero Energy Corp.
+$214.3K
1,690
建仓
NSC
Norfolk Southern Corp
+$209.5K
850
减持
SCHG
Schwab Dow Jones US Large Growth ETF
-$208.8K
101,192
-3%
建仓
FVD
First Trust Value Line Div Idx
+$208.3K
5,220
增持
MCD
McDonalds Corp
+$207.1K
6,007
+1%
减持
CMC
Commercial Metals Co
+$205.8K
16,476
-1%
建仓
INFL
Horizon Kinetics Infl. Bene. ETF
+$203.1K
6,450
建仓
IBMQ
iShares iBonds Dec 2028 Muni Bd ETF
+$201.9K
8,045
减持
V
Visa, Inc.
+$171.6K
5,769
-0%
增持
ITW
Illinois Tool Works
+$168.3K
3,778
+3%
减持
HD
Home Depot
+$168.0K
4,246
-0%
减持
GOOG
Alphabet, Inc. Cl C
-$167.3K
16,890
-3%
减持
GPN
Global Payments, Inc.
-$167.1K
7,117
-12%
增持
MDLZ
Mondelez Intl Inc Cl A
+$164.8K
13,456
+1%
减持
MA
Mastercard Inc
+$158.7K
2,527
-0%
增持
SPY
SPDR S&P 500 ETF
+$157.4K
4,859
+2%
减持
VZ
Verizon Communications
-$155.9K
42,516
-12%
增持
LMT
Lockheed Martin Corp
+$154.2K
1,499
+1%
建仓
MLCO
MLCO
+$142.7K
12,410
增持
KLAC
KLA Tencor Corp
+$142.6K
1,429
+9%
减持
KLIC
Kulicke & Soffa Inds
-$141.6K
7,781
-38%
减持
MSFT
Microsoft Corp
+$139.1K
31,670
-1%
增持
PANW
Palo Alto Networks Inc
-$133.0K
7,016
+3%
增持
VBR
Vanguard Small-Cap Value ETF
+$132.0K
8,111
+1%
增持
ROP
Roper Technologies, Inc
+$129.6K
1,765
+0%
减持
VTV
Vanguard Value ETF
+$128.9K
12,267
-5%
减持
NVDA
Nvidia Corp
+$128.3K
8,002
-7%
增持
CFG
Citizens Financial Group
+$127.4K
13,497
+15%
减持
PWR
Quanta Services Inc
+$127.2K
14,030
-5%
增持
ABBV
AbbVie Inc
+$124.4K
4,340
+1%
减持
BAC
Bank Of America
+$117.2K
55,712
-3%
减持
FTSL
First Trust Senior Loan ETF
-$112.5K
10,866
-20%
增持
—
iShares iBonds Dec 2024 Corp Bd ETF
+$108.6K
118,616
+4%
减持
PYPL
Paypal Holdings, Inc.
-$108.2K
4,855
-8%
清仓
—
Osisko Gold Royaltie
-$108.0K
0
-100%
增持
—
iShares iBonds Dec 2025 Corp Bd ETF
+$95.9K
46,459
+8%
增持
ALL
Allstate Corp
+$91.2K
4,699
+7%
减持
—
Medtronic plc
-$88.9K
23,393
-1%
增持
KO
Coca Cola
+$87.2K
11,401
+0%
减持
VUG
Vanguard Growth ETF
-$86.0K
6,466
-6%
增持
ABT
Abbott Labs
+$84.3K
6,069
+1%
增持
BX
Blackstone Group Lp
-$83.6K
8,942
+0%
减持
TJX
TJX Cos Inc
+$80.1K
6,559
-8%
建仓
SOFI
SoFi Technologies ORD
+$77.6K
16,843
减持
META
Meta Platforms Cl A
-$76.6K
3,884
-3%
增持
NEE
NextEra Energy Inc.
+$72.0K
12,165
+1%
建仓
SNDL
Sundial Growers Inc
+$71.9K
34,420
增持
SCHB
Schwab Dow Jones US Broad Mkt ETF
+$69.5K
15,075
+4%
减持
JHSC
JH/DFA Small Cap Multifactor ETF
+$59.6K
42,420
-4%
减持
FPE
First Trust Preferred Sec & Inc ETF
-$58.7K
238,532
-2%
减持
VIG
Vanguard Div Appreciation ETF
+$52.1K
5,763
-5%
减持
D
Dominion Res Inc Va
-$51.5K
6,351
-1%
增持
AMAT
Applied Materials
+$50.3K
3,217
+0%
增持
CVS
CVS Health Corporation
-$49.8K
25,391
+0%
增持
BMY
Bristol Myers Squibb
+$48.7K
21,288
+2%
减持
TIPX
SPDR Blmbrg Brcly 1-10 Yr TIP
-$48.4K
68,056
-5%
减持
XLE
Sector Spdr Engy Select
+$47.3K
3,811
-4%
增持
UPS
UPS Inc
+$45.6K
3,185
+1%
减持
LLY
Lilly Eli & Co
+$43.1K
1,386
-3%
减持
XBI
SPDR S&P Biotech ETF
+$40.4K
13,547
-1%
增持
FNDX
Sch Fundamental US Large Co ETF
+$39.8K
6,789
+0%
增持
PEG
Public Svc Enterprise
+$39.3K
7,791
+0%
减持
INDB
Independent Bank Corp Ma
+$36.9K
4,535
-2%
增持
SKIN
Beauty Health Company CL A ORD
-$36.6K
31,144
+15%
减持
TOTL
SPDR Doubleline Ttl Rtrn
-$36.0K
9,240
-8%
增持
TGT
Target Corp
+$35.5K
1,835
+14%
增持
VOE
Vanguard Mid Cap Value ETF
+$35.4K
2,547
+1%
增持
DOW
Dow Chemical
+$33.5K
5,150
+0%
减持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
+$33.2K
116,476
-13%
增持
MPLX
MPLX LP
+$32.6K
8,300
+4%
减持
DHR
Danaher Corp
+$31.8K
6,329
-1%
增持
PPG
PPG Inds Inc
+$29.6K
1,929
+0%
增持
IBDR
iShares iBonds Dec 2026 Corp Bd ETF
+$27.1K
12,039
+10%
减持
INTC
Intel Corp
-$25.3K
20,156
-7%
增持
MTUM
iShares MSCI USA Momentum
+$25.2K
1,639
+1%
增持
TSN
Tyson Foods Inc
-$22.6K
8,055
+1%
减持
REGN
Regeneron Pharm
-$22.1K
618
-9%
增持
QCOM
Qualcomm Corp
-$20.9K
7,078
+0%
减持
CWI
SPDR MSCI Acwi Ex-US
-$20.5K
34,890
-14%
增持
KMI
Kinder Morgan Inc
+$20.3K
13,349
+1%
增持
SYY
Sysco Inc
+$19.8K
3,267
+0%
增持
VB
Vanguard Small Cap ETF
+$18.0K
1,346
+1%
增持
HPQ
Hewlett Packard
+$17.1K
8,711
+0%
增持
STZ
Constellation Brands
+$17.0K
2,127
+3%
减持
XLK
SPDR Technology Select Sector
-$16.8K
5,490
-7%
增持
ES
Eversource Energy
+$15.6K
2,584
+0%
增持
—
Nuveen Inter Dur Qlty Muni
+$15.6K
24,547
+1%
增持
—
Oncolytics Biotech
+$14.8K
18,915
+46%
增持
—
iShares iBonds Dec 2023 Muni Bd ETF
+$14.1K
124,699
+0%
增持
LHX
L3Harris Technologies Inc
+$12.3K
9,074
+0%
增持
MHF
Western Asset Muni Hi Income
+$11.1K
47,977
+1%
减持
—
iShares iBonds Dec 2023 ETF
-$11.0K
14,128
-3%
增持
—
TCR2 Therapeutics Inc
-$8.5K
12,522
+9%
减持
—
Chase Corp
+$8.2K
3,550
-1%
清仓
—
Solid Biosciences Inc
-$7.0K
0
-100%
减持
MMM
3M Company
+$6.4K
1,888
-5%
增持
COST
Costco Whsl Corp
-$6.1K
571
+1%
