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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 10
增持 47
减持 86
清仓 7
方向
标的
Δ市值
现股数(环比)
清仓
XLRE
Real Estate Sector SPDR
-$2.9M
0
-100%
减持
AAPL
Apple, Inc
+$2.2M
69,025
-3%
减持
SCHD
Schwab Dow Jones US Div Eq ETF
-$1.6M
219,160
-6%
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
+$1.6M
379,506
+2%
减持
MSFT
Microsoft Corp
+$1.4M
31,030
-2%
增持
VSLU
Applied Finance Valuation Lg Cap ETF
+$1.2M
368,453
+7%
增持
NVDA
Nvidia Corp
+$1.2M
8,487
+6%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$1.2M
44,856
+102%
增持
FPE
First Trust Preferred Sec & Inc ETF
+$1.1M
318,804
+34%
减持
JNJ
Johnson & Johnson
-$1.1M
26,442
-10%
增持
DFAE
Dimensional Emerg Core Equity Mkt ETF
+$1.1M
216,277
+22%
减持
GOOGL
Alphabet, Inc. Cl A
+$834.7K
62,335
-2%
建仓
CRM
Salesforce Com
+$779.1K
3,900
减持
SCHG
Schwab Dow Jones US Large Growth ETF
+$768.3K
98,060
-3%
减持
VNQ
Vanguard REIT
-$720.8K
20,405
-30%
减持
TIPX
SPDR Blmbrg Brcly 1-10 Yr TIP
-$643.2K
32,183
-53%
减持
CVS
CVS Health Corporation
-$610.0K
23,633
-7%
增持
FIXD
First Trust TCWOpportunistic Fxd Inc ETF
+$590.1K
52,121
+30%
建仓
MUNI
Pimco Intermediate Muni ETF
+$537.0K
10,276
建仓
JMUB
J.P. Morgan Municipal ETF
+$500.4K
9,883
增持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
+$497.3K
124,943
+7%
清仓
FTSL
First Trust Senior Loan ETF
-$484.5K
0
-100%
增持
AMZN
Amazon.com
+$466.8K
22,455
+2%
增持
SCHF
Schwab FTSE Developed ex-US ETF
+$454.3K
135,379
+2%
增持
VEU
Vanguard FTSE All-World ex-USA ETF
+$394.7K
57,377
+8%
增持
META
Meta Platforms Cl A
+$377.0K
3,984
+3%
减持
TFC
Truist Finl Corp
-$349.3K
32,713
-4%
减持
MRK
Merck & Co Inc
-$347.2K
52,688
-2%
减持
PFE
Pfizer Inc
-$346.4K
32,733
-0%
清仓
FLOT
iShares Floating Rate Bond ETF
-$331.1K
0
-100%
增持
IEMG
iShare Core MSCI Emerging Markets
+$322.6K
73,873
+5%
增持
SCHA
Schwab Dow Jones US Sm-Cap ETF
+$303.6K
109,065
+3%
建仓
DFAI
Dimensional International Core Equity Mkt ETF
+$294.5K
10,926
建仓
VXUS
Vanguard Total International Stock
+$259.7K
4,704
增持
BAC
Bank Of America
-$251.6K
55,719
+0%
减持
AVGO
Broadcom Limited
+$251.6K
3,246
-1%
减持
SCHV
Schwab Dow Jones US Large Value ETF
-$244.7K
110,073
-3%
减持
AMGN
Amgen Inc
-$244.5K
9,798
-2%
清仓
MMM
3M Company
-$226.4K
0
-100%
增持
CVX
ChevronTexaco Corp
-$221.2K
15,151
+1%
建仓
WYNN
Wynn Resorts
+$215.1K
1,922
建仓
CARR
Carrier Global Corp
+$214.8K
4,695
建仓
VGT
Vanguard Info Technology
+$214.7K
557
清仓
NSC
Norfolk Southern Corp
-$209.5K
0
-100%
减持
GOOG
Alphabet, Inc. Cl C
+$208.5K
16,415
-3%
建仓
IVE
iShares S&P 500 Value ETF
+$205.3K
1,353
建仓
—
TE Connectivity Ltd
+$203.3K
1,550
清仓
INFL
Horizon Kinetics Infl. Bene. ETF
-$203.1K
0
-100%
减持
PWR
Quanta Services Inc
+$201.1K
13,204
-6%
减持
NOBL
Proshares S&P 500 Div Aristocrats
-$200.4K
75,990
-4%
减持
VUG
Vanguard Growth ETF
+$199.0K
6,322
-2%
减持
VOO
Vanguard S&P 500 ETF
+$175.6K
10,558
-2%
减持
SCHM
Schwab Dow Jones US Mid-Cap ETF
+$173.2K
86,938
-0%
减持
SCHZ
Schwab US AGG Bnd ETF
-$170.6K
14,135
-23%
减持
DIS
Disney Walt Co
+$166.5K
13,276
-1%
减持
CSCO
Cisco Systems
+$156.7K
37,476
-1%
减持
LHX
L3Harris Technologies Inc
-$143.5K
8,896
-2%
增持
SPY
SPDR S&P 500 ETF
+$140.6K
4,883
+0%
减持
GPN
Global Payments, Inc.
-$139.8K
5,389
-24%
减持
XBI
SPDR S&P Biotech ETF
-$137.7K
12,947
-4%
减持
INDB
Independent Bank Corp Ma
-$133.5K
3,800
-16%
减持
XLK
SPDR Technology Select Sector
+$126.2K
5,360
-2%
增持
ALL
Allstate Corp
-$116.4K
4,701
+0%
增持
—
iShares iBonds Dec 2024 Corp Bd ETF
+$109.4K
122,245
+3%
增持
IJH
iShares S&P Midcap 400 Index ETF
+$108.0K
12,875
+0%
减持
LOW
Lowes Companies
-$102.8K
12,938
-4%
减持
HD
Home Depot
-$102.4K
4,197
-1%
减持
BX
Blackstone Group Lp
+$96.1K
8,646
-3%
减持
JPM
J P Morgan Chase & Co
-$95.5K
24,769
-0%
减持
SGOL
ETFS Phys. Swiss Gold Shares
+$95.3K
502,250
-6%
增持
VO
Vanguard Mid-Cap ETF
+$94.8K
6,493
+4%
增持
IBM
International Business Machines
-$93.5K
10,504
+1%
减持
ADP
Automatic Data Processing
-$91.0K
4,842
-1%
减持
DHR
Danaher Corp
-$91.0K
6,304
-0%
减持
SCHP
Schwab US TIPS ETF
-$87.0K
3,762
-33%
减持
INTC
Intel Corp
-$82.2K
13,790
-32%
减持
AMAT
Applied Materials
+$80.3K
3,204
-0%
减持
LMT
Lockheed Martin Corp
-$79.2K
1,375
-8%
减持
FISV
Fiserv Inc.
+$77.9K
11,488
-5%
减持
ITW
Illinois Tool Works
+$77.7K
3,738
-1%
清仓
SOFI
SoFi Technologies ORD
-$77.6K
0
-100%
减持
ORCL
Oracle Systems
+$74.7K
6,795
-0%
减持
CI
Cigna
-$74.7K
858
-3%
减持
MCD
McDonalds Corp
+$74.4K
5,928
-1%
减持
SKIN
Beauty Health Company CL A ORD
+$72.0K
28,144
-10%
减持
PG
Procter & Gamble Inc
-$68.9K
21,082
-0%
增持
CWI
SPDR MSCI Acwi Ex-US
+$64.7K
35,142
+1%
减持
SDY
SPDR S&P Dividend ETF
-$63.4K
28,918
-1%
增持
—
iShares iBonds Dec 2025 Muni Bd ETF
+$62.2K
137,727
+1%
增持
NEE
NextEra Energy Inc.
-$62.0K
12,390
+2%
减持
—
Exxon-Mobil
-$59.4K
18,420
-2%
减持
KLIC
Kulicke & Soffa Inds
+$57.9K
7,635
-2%
增持
IBMQ
iShares iBonds Dec 2028 Muni Bd ETF
+$54.2K
10,004
+24%
减持
—
Chase Corp
+$50.4K
3,405
-4%
增持
BMY
Bristol Myers Squibb
-$49.1K
21,391
+0%
减持
UPS
UPS Inc
+$48.1K
3,102
-3%
减持
V
Visa, Inc.
+$48.0K
5,529
-4%
增持
—
iShares iBonds Dec 2025 Corp Bd ETF
+$47.0K
47,978
+3%
减持
SCHB
Schwab Dow Jones US Broad Mkt ETF
+$45.7K
15,072
-0%
减持
JHSC
JH/DFA Small Cap Multifactor ETF
+$42.9K
42,035
-1%
减持
TMO
Thermo Fisher Scientific
+$42.6K
2,601
-2%
减持
BRK/B
Berkshire Hathaway B
-$37.3K
6,321
-2%
减持
NKE
Nike Inc Class B
+$37.1K
7,221
-0%
减持
MA
Mastercard Inc
+$34.3K
2,512
-1%
减持
VZ
Verizon Communications
-$34.2K
42,195
-1%
减持
LLY
Lilly Eli & Co
-$33.1K
1,380
-0%
减持
CMC
Commercial Metals Co
-$32.2K
15,614
-5%
减持
MTUM
iShares MSCI USA Momentum
-$32.1K
1,489
-9%
增持
IBMO
iShares iBonds Dec 2026 Muni Bd ETF
+$31.8K
98,818
+0%
减持
PEG
Public Svc Enterprise
-$31.2K
7,144
-8%
增持
TGT
Target Corp
+$30.9K
1,838
+0%
减持
REGN
Regeneron Pharm
+$29.0K
578
-6%
增持
COST
Costco Whsl Corp
+$28.1K
582
+2%
减持
GLD
SPDR Gold Shares
-$26.1K
15,205
-8%
增持
VTV
Vanguard Value ETF
-$24.9K
12,287
+0%
减持
IVW
iShares S&P 500 Barra Gr. Fd.
+$24.0K
6,782
-3%
减持
XLE
Sector Spdr Engy Select
-$22.7K
3,750
-2%
减持
KLAC
KLA Tencor Corp
+$22.7K
1,406
-2%
减持
GS
Goldman Sachs Group
-$22.2K
1,062
-1%
增持
HPQ
Hewlett Packard
+$22.2K
8,731
+0%
减持
VRTX
Vertex Pharmaceuticals
+$20.6K
893
-1%
增持
VBR
Vanguard Small-Cap Value ETF
+$19.8K
8,238
+2%
减持
PYPL
Paypal Holdings, Inc.
+$19.2K
4,806
-1%
增持
CFG
Citizens Financial Group
+$19.1K
18,125
+34%
减持
—
Medtronic plc
-$18.4K
22,323
-5%
减持
ABBV
AbbVie Inc
-$17.7K
4,290
-1%
增持
TSN
Tyson Foods Inc
-$17.3K
8,162
+1%
增持
MHF
Western Asset Muni Hi Income
+$16.8K
48,412
+1%
减持
—
iShares iBonds Dec 2023 ETF
-$16.3K
13,409
-5%
减持
—
iShares iBonds Dec 2023 Muni Bd ETF
-$15.5K
123,699
-1%
减持
IJR
iShares S&P Smallcap 600 Index ETF
-$15.1K
30,054
-3%
减持
—
HACK- ETFMG Prime Cyber Security ETF
+$14.4K
4,976
-2%
增持
ES
Eversource Energy
-$14.3K
2,585
+0%
减持
VLO
Valero Energy Corp.
+$14.3K
1,637
-3%
增持
STZ
Constellation Brands
+$11.3K
2,233
+5%
增持
TJX
TJX Cos Inc
+$10.2K
6,793
+4%
增持
VWO
Vanguard Emerging Mkt Fd ETF
+$9.7K
6,201
+0%
增持
VB
Vanguard Small Cap ETF
+$9.1K
1,351
+0%
增持
—
Nuveen Inter Dur Qlty Muni
+$9.1K
24,720
+1%
减持
TOTL
SPDR Doubleline Ttl Rtrn
-$8.9K
8,800
-5%
减持
VIG
Vanguard Div Appreciation ETF
-$8.5K
5,627
-2%
减持
PEP
Pepsico
-$7.9K
17,186
-1%
减持
—
iShares iBonds Dec 2024 Muni Bd ETF
-$6.9K
155,434
-1%
增持
PBE
Invesco Biotech & Genomics ETF
-$6.5K
13,251
+0%
增持
KMI
Kinder Morgan Inc
-$6.2K
13,428
+1%
减持
—
AON plc
+$5.9K
1,319
-3%
减持
—
iShares iBonds Dec 2023 Corp Bd ETF
+$5.7K
113,248
-0%
减持
—
iShares iBonds Dec 2024 ETF
-$5.5K
14,063
-2%
增持
BSV
Vanguard Short-Term Bond ETF
+$4.4K
2,995
+0%
增持
AMT
American Tower Corp
+$4.2K
2,282
+5%
