小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 3
增持 58
减持 78
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
SCHX
Schwab Dow Jones US Large Cap ETF
+$3.7M
421,409
+11%
建仓
VGLT
Vanguard Long-Term Treasury ETF
+$3.1M
48,981
增持
FIXD
First Trust TCWOpportunistic Fxd Inc ETF
+$2.1M
101,716
+95%
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
VSLU
Applied Finance Valuation Lg Cap ETF
+$1.9M
408,701
+11%
减持
—
iShares iBonds Dec 2023 Muni Bd ETF
-$1.9M
49,785
-60%
减持
—
iShares iBonds Dec 2023 Corp Bd ETF
-$1.9M
38,619
-66%
减持
SCHV
Schwab Dow Jones US Large Value ETF
-$1.8M
80,366
-27%
减持
AAPL
Apple, Inc
+$1.6M
67,050
-3%
减持
MSFT
Microsoft Corp
+$1.3M
30,090
-3%
减持
GOOGL
Alphabet, Inc. Cl A
+$836.8K
61,009
-2%
减持
NVDA
Nvidia Corp
+$781.7K
7,421
-13%
增持
FPE
First Trust Preferred Sec & Inc ETF
+$762.1K
366,324
+15%
减持
AVGO
Broadcom Limited
+$697.9K
3,205
-1%
减持
SCHA
Schwab Dow Jones US Sm-Cap ETF
-$662.1K
89,291
-18%
增持
AMZN
Amazon.com
+$610.5K
22,475
+0%
增持
DFAI
Dimensional International Core Equity Mkt ETF
+$575.0K
31,825
+191%
清仓
MUNI
Pimco Intermediate Muni ETF
-$537.0K
0
-100%
减持
SGOL
ETFS Phys. Swiss Gold Shares
-$485.0K
489,520
-3%
减持
TFC
Truist Finl Corp
-$422.9K
22,822
-30%
清仓
VTIP
Vanguard Sht-Term Infl Prot Sec ETF
-$416.9K
0
-100%
增持
VOO
Vanguard S&P 500 ETF
+$405.7K
10,745
+2%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$383.8K
52,892
+18%
减持
SCHG
Schwab Dow Jones US Large Growth ETF
-$369.1K
80,340
-18%
减持
TIPX
SPDR Blmbrg Brcly 1-10 Yr TIP ETF
-$362.1K
13,563
-58%
减持
MRK
Merck & Co Inc
+$339.9K
51,525
-2%
清仓
—
iShares iBonds Dec 2023 ETF
-$332.7K
0
-100%
减持
JPM
J P Morgan Chase & Co
+$330.9K
24,468
-1%
增持
DFAE
Dimensional Emerg Core Equity Mkt ETF
+$318.8K
225,807
+4%
增持
JMUB
J.P. Morgan Municipal ETF
+$297.0K
15,875
+61%
增持
SCHM
Schwab Dow Jones US Mid-Cap ETF
+$285.0K
87,058
+0%
减持
—
iShares iBonds Dec 2024 Corp Bd ETF
-$281.8K
110,650
-9%
减持
LOW
Lowes Companies
+$269.0K
12,655
-2%
增持
SCHF
Schwab FTSE Developed ex-US ETF
+$266.4K
139,623
+3%
清仓
PAYX
Paychex Inc
-$257.4K
0
-100%
清仓
INDB
Independent Bank Corp Ma
-$249.4K
0
-100%
建仓
TSLA
Tesla Motors Inc
+$243.7K
931
减持
JNJ
Johnson & Johnson
+$243.0K
26,229
-1%
增持
IBMP
iShares iBonds Dec 2027 Muni Bd ETF
+$241.7K
33,827
+42%
减持
GOOG
Alphabet, Inc. Cl C
+$240.3K
16,099
-2%
增持
IBMO
iShares iBonds Dec 2026 Muni Bd ETF
+$231.5K
109,383
+11%
清仓
BSV
Vanguard Short-Term Bond ETF
-$229.1K
0
-100%
减持
PWR
Quanta Services Inc
+$224.9K
12,345
-7%
增持
VUG
Vanguard Growth ETF
+$212.2K
6,323
+0%
减持
GLD
SPDR Gold Shares
-$208.3K
14,459
-5%
减持
AMGN
Amgen Inc
-$205.8K
9,741
-1%
清仓
FVD
First Trust Value Line Div Idx
-$204.1K
0
-100%
清仓
ES
Eversource Energy
-$202.3K
0
-100%
清仓
SCHP
Schwab US TIPS ETF
-$201.7K
0
-100%
减持
META
Meta Platforms Cl A
+$189.0K
3,601
-10%
增持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
+$184.5K
128,675
+3%
增持
—
Medtronic plc
+$184.4K
22,521
+1%
减持
—
iShares iBonds Dec 2024 Muni Bd ETF
-$177.2K
149,219
-4%
减持
ORCL
Oracle Systems
+$165.9K
6,695
-1%
减持
SPY
SPDR S&P 500 ETF
+$165.0K
4,882
-0%
增持
FISV
Fiserv Inc
+$161.7K
11,575
+1%
增持
XLK
SPDR Technology Select Sector
+$156.9K
5,558
+4%
增持
IEMG
iShare Core MSCI Emerging Markets
+$147.4K
76,114
+3%
减持
ABBV
AbbVie Inc
-$142.1K
4,020
-6%
增持
DIS
Disney Walt Co
-$141.8K
13,301
+0%
减持
GPN
Global Payments, Inc.
-$137.1K
4,365
-19%
减持
NKE
Nike Inc Class B
-$135.0K
6,801
-6%
增持
PFE
Pfizer Inc
-$134.5K
32,742
+0%
减持
IJH
iShares S&P Midcap 400 Index ETF
+$133.7K
12,828
-0%
减持
NOBL
Proshares S&P 500 Div Aristocrats
-$131.6K
72,144
-5%
增持
KLAC
KLA Tencor Corp
+$121.0K
1,407
+0%
减持
KLIC
Kulicke & Soffa Inds
-$116.4K
4,810
-37%
增持
BMY
Bristol Myers Squibb
-$114.5K
21,394
+0%
增持
MCD
McDonalds Corp
+$111.6K
5,929
+0%
增持
SKIN
Beauty Health Company CL A ORD
-$94.8K
31,144
+11%
增持
CVS
CVS Health Corporation
-$92.0K
24,074
+2%
减持
DHR
Danaher Corp
-$90.3K
6,244
-1%
减持
REGN
Regeneron Pharm
-$88.3K
538
-7%
减持
PYPL
Paypal Holdings, Inc.
-$80.9K
4,257
-11%
减持
CWI
SPDR MSCI Acwi Ex-US
-$78.6K
31,596
-10%
增持
SCHB
Schwab Dow Jones US Broad Mkt ETF
+$78.4K
15,467
+3%
减持
IJR
iShares S&P Smallcap 600 Index ETF
-$72.9K
28,433
-5%
减持
ALL
Allstate Corp
-$64.2K
4,188
-11%
减持
MA
Mastercard Inc
+$63.0K
2,481
-1%
增持
TGT
Target Corp
-$59.3K
1,859
+1%
增持
CVX
ChevronTexaco Corp
-$59.1K
15,335
+1%
减持
HD
Home Depot
+$57.8K
4,174
-1%
减持
—
iShares iBonds Dec 2025 Corp Bd ETF
-$56.1K
45,972
-4%
增持
QCOM
Qualcomm Corp
-$55.7K
7,118
+1%
减持
—
Exxon-Mobil
-$51.6K
18,353
-0%
增持
CSCO
Cisco Systems
+$50.6K
38,841
+4%
减持
UPS
UPS Inc
-$48.5K
3,086
-1%
减持
NEE
NextEra Energy Inc.
-$48.3K
12,220
-1%
减持
VO
Vanguard Mid-Cap ETF
+$46.7K
6,432
-1%
减持
PBE
Invesco Biotech & Genomics ETF
-$46.6K
12,811
-3%
增持
BX
Blackstone Group Lp
+$45.5K
8,659
+0%
增持
CFG
Citizens Financial Group
+$42.9K
22,750
+26%
增持
SCHD
Schwab Dow Jones US Div Eq ETF
+$40.3K
221,345
+1%
减持
MO
Altria Group Inc
-$40.1K
6,635
-13%
减持
SDY
SPDR S&P Dividend ETF
-$39.7K
28,861
-0%
增持
TSN
Tyson Foods Inc
-$38.9K
8,723
+7%
减持
STZ
Constellation Brands
+$37.9K
2,203
-1%
减持
ADP
Automatic Data Processing
-$35.3K
4,744
-2%
减持
TJX
TJX Cos Inc
+$35.2K
6,693
-1%
减持
CRM
Salesforce Com
+$35.1K
3,854
-1%
减持
V
Visa, Inc.
+$34.9K
5,396
-2%
增持
VZ
Verizon Communications
-$33.8K
43,216
+2%
减持
PG
Procter & Gamble Inc
+$33.1K
20,877
-1%
减持
JHSC
JH/DFA Small Cap Multifactor ETF
+$31.7K
41,011
-2%
减持
LHX
L3Harris Technologies Inc
-$31.0K
8,759
-2%
增持
IBM
International Business Machines
+$30.6K
10,519
+0%
增持
TOTL
SPDR Doubleline Ttl Rtrn
+$30.0K
9,643
+10%
减持
VIG
Vanguard Div Appreciation ETF
+$29.5K
5,517
-2%
减持
DOW
Dow Chemical
-$29.3K
4,751
-8%
减持
PPG
PPG Inds Inc
+$28.1K
1,927
-0%
减持
EMR
Emerson Electric
-$26.7K
11,889
-6%
减持
AMT
American Tower Corp
-$26.6K
2,267
-1%
减持
KMI
Kinder Morgan Inc
-$26.4K
12,119
-10%
增持
VXUS
Vanguard Total International Stock
+$25.3K
5,082
+8%
减持
VEU
Vanguard FTSE All-World ex-USA ETF
+$23.9K
56,824
-1%
减持
SPLV
Invesco S&P 500 Low Volatility ETF
-$23.3K
4,028
-9%
增持
WYNN
Wynn Resorts
+$23.1K
2,255
+17%
减持
—
AON Corp
+$22.5K
1,270
-4%
减持
COST
Costco Whsl Corp
+$21.5K
577
-1%
增持
—
iShares iBonds Dec 2025 Muni Bd ETF
-$21.5K
138,349
+0%
增持
KO
Coca Cola
-$20.5K
11,403
+0%
减持
XBI
SPDR S&P Biotech ETF
+$19.8K
12,097
-7%
增持
FNDX
Sch Fundamental US Large Co ETF
+$19.3K
6,575
+1%
清仓
—
TCR2 Therapeutics Inc
-$18.8K
0
-100%
增持
CARR
Carrier Global Corp
+$18.6K
4,696
+0%
建仓
ADAPY
Adaptimmune Therapeutics PLC
+$17.9K
19,364
减持
ITW
Illinois Tool Works
+$16.3K
3,703
-1%
减持
VRTX
Vertex Pharmaceuticals
-$14.6K
758
-15%
增持
LMT
Lockheed Martin Corp
-$14.4K
1,381
+0%
增持
OVID
Ovid Therapeutics Inc
+$14.1K
16,522
+6%
增持
VB
Vanguard Small Cap ETF
+$13.6K
1,356
+0%
减持
VNQ
Vanguard REIT
-$13.1K
20,121
-1%
减持
PEP
Pepsico
-$12.7K
16,846
-2%
增持
HPQ
Hewlett Packard
+$12.4K
8,747
+0%
增持
VOE
Vanguard Mid Cap Value ETF
+$12.2K
2,563
+0%
清仓
—
Aptose Biosciences
-$12.1K
0
-100%
增持
BAC
Bank Of America
+$11.8K
55,956
+0%
减持
VBR
Vanguard Small-Cap Value ETF
+$11.0K
7,973
-3%
增持
VLO
Valero Energy Corp.
-$10.3K
1,861
+14%
减持
INTC
Intel Corp
+$10.0K
13,772
-0%
增持
SYY
Sysco Inc
-$9.7K
3,214
+0%
减持
—
Chase Corp
-$8.1K
2,875
-16%
减持
GS
Goldman Sachs Group
-$7.9K
1,053
-1%
增持
PEG
Public Svc Enterprise
+$6.0K
7,222
+1%
减持
VTV
Vanguard Value ETF
+$6.0K
11,984
-2%
增持
—
Nuveen Inter Dur Qlty Muni
+$4.9K
24,908
+1%
减持
CMC
Commercial Metals Co
+$4.6K
14,586
-7%
减持
ABT
Abbott Labs
+$3.4K
5,668
-7%
增持
—
Wells Fargo & Co 7.50pcnt Pfd
-$3.4K
273
+1%
增持
MHF
Western Asset Muni Hi Income
-$2.9K
48,858
+1%
增持
SCHZ
Schwab US AGG Bnd ETF
-$2.5K
14,310
+1%
