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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 2
增持 37
减持 88
清仓 23
方向
标的
Δ市值
现股数(环比)
清仓
VGLT
Vanguard Long-Term Treasury ETF
-$3.1M
0
-100%
减持
AAPL
Apple, Inc
-$1.9M
65,098
-3%
增持
FIXD
First Trust TCWOpportunistic Fxd Inc ETF
+$1.1M
133,971
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。
+32%
减持
IEMG
iShare Core MSCI Emerging Markets
-$1.1M
56,517
-26%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$1.0M
76,552
+45%
减持
MSFT
Microsoft Corp
-$863.3K
29,718
-1%
减持
MRK
Merck & Co Inc
-$785.4K
50,121
-3%
增持
VSLU
Applied Finance Valuation Lg Cap ETF
+$720.3K
446,384
+9%
清仓
TFC
Truist Finl Corp
-$692.6K
0
-100%
清仓
ABBV
AbbVie Inc
-$541.6K
0
-100%
建仓
MUNI
Pimco Intermediate Muni ETF
+$521.3K
10,411
减持
SCHG
Schwab Dow Jones US Large Growth ETF
-$487.0K
76,106
-5%
减持
SCHV
Schwab Dow Jones US Large Value ETF
-$483.5K
76,144
-5%
减持
FPE
First Trust Preferred Sec & Inc ETF
-$481.1K
336,199
-8%
减持
VZ
Verizon Communications
-$480.3K
34,771
-20%
减持
DIS
Disney Walt Co
-$472.2K
8,825
-34%
清仓
ALL
Allstate Corp
-$456.7K
0
-100%
增持
RTX
RTX Corp.
-$451.5K
17,578
+0%
减持
SDY
SPDR S&P Dividend ETF
-$435.8K
26,971
-7%
减持
GOOGL
Alphabet, Inc. Cl A
+$430.9K
59,099
-3%
减持
JNJ
Johnson & Johnson
-$407.4K
25,259
-4%
减持
GLD
SPDR Gold Shares
-$384.1K
12,794
-12%
减持
AMGN
Amgen Inc
+$383.4K
9,474
-3%
增持
DFAE
Dimensional Emerg Core Equity Mkt ETF
+$375.4K
251,346
+11%
减持
PEP
Pepsico
-$348.1K
16,360
-3%
减持
IJR
iShares S&P Smallcap 600 Index ETF
-$332.8K
26,508
-7%
减持
LOW
Lowes Companies
-$325.9K
12,175
-4%
减持
—
Medtronic plc
-$324.5K
21,179
-6%
清仓
—
Nuveen Inter Dur Qlty Muni
-$320.6K
0
-100%
清仓
MHF
Western Asset Muni Hi Income
-$320.0K
0
-100%
减持
SCHM
Schwab Dow Jones US Mid-Cap ETF
-$314.8K
86,716
-0%
减持
IJH
iShares S&P Midcap 400 Index ETF
-$297.7K
12,258
-4%
建仓
TLT
iShares 20 Year Treasury Bd ETF
+$295.6K
3,333
增持
SCHX
Schwab Dow Jones US Large Cap ETF
+$289.2K
441,865
+5%
减持
—
Exxon-Mobil
-$286.1K
14,307
-22%
清仓
SKIN
Beauty Health Company CL A ORD
-$260.7K
0
-100%
减持
SCHA
Schwab Dow Jones US Sm-Cap ETF
-$258.0K
88,194
-1%
减持
VUG
Vanguard Growth ETF
-$254.2K
5,637
-11%
清仓
DOW
Dow Chemical
-$253.0K
0
-100%
清仓
CTVA
Corteva Inc
-$251.9K
0
-100%
清仓
TIPX
SPDR Blmbrg Brcly 1-10 Yr TIP ETF
-$250.4K
0
-100%
清仓
VWO
Vanguard Emerging Mkt Fd ETF
-$249.4K
0
-100%
清仓
VGT
Vanguard Info Technology
-$246.3K
0
-100%
减持
VNQ
Vanguard REIT
-$245.8K
18,972
-6%
清仓
TGT
Target Corp
-$245.2K
0
-100%
增持
JMUB
J.P. Morgan Municipal ETF
+$239.6K
21,438
+35%
减持
MCD
McDonalds Corp
-$233.5K
5,829
-2%
增持
SGOL
ETFS Phys. Swiss Gold Shares
-$220.1K
495,893
+1%
减持
PWR
Quanta Services Inc
-$218.7K
11,795
-4%
清仓
IVE
iShares S&P 500 Value ETF
-$218.1K
0
-100%
清仓
—
TE Connectivity Ltd
-$217.2K
0
-100%
减持
LHX
L3Harris Technologies Inc
-$210.4K
8,640
-1%
增持
SCHF
Schwab FTSE Developed ex-US ETF
-$199.5K
140,697
+1%
减持
FISV
Fiserv Inc
-$192.4K
11,223
-3%
减持
PANW
Palo Alto Networks Inc
-$191.0K
6,832
-3%
增持
NEE
NextEra Energy Inc.
-$189.3K
12,522
+2%
减持
BMY
Bristol Myers Squibb
-$184.9K
20,388
-5%
减持
PG
Procter & Gamble Inc
-$169.3K
20,558
-2%
减持
XBI
SPDR S&P Biotech ETF
-$165.1K
11,522
-5%
减持
PFE
Pfizer Inc
-$161.9K
31,326
-4%
减持
GOOG
Alphabet, Inc. Cl C
+$156.3K
15,956
-1%
清仓
MLCO
MLCO
-$151.5K
0
-100%
减持
CVX
ChevronTexaco Corp
+$151.2K
15,207
-1%
减持
PBE
Invesco Biotech & Genomics ETF
-$147.1K
11,186
-13%
减持
CVS
CVS Health Corporation
-$137.4K
21,867
-9%
增持
VEU
Vanguard FTSE All-World ex-USA ETF
-$131.5K
57,071
+0%
减持
SPY
SPDR S&P 500 ETF
-$122.1K
4,776
-2%
减持
VTV
Vanguard Value ETF
-$118.3K
11,488
-4%
增持
SCHB
Schwab Dow Jones US Broad Mkt ETF
+$115.9K
18,366
+19%
减持
NKE
Nike Inc Class B
-$114.5K
6,652
-2%
减持
ITW
Illinois Tool Works
-$112.7K
3,533
-5%
减持
UPS
UPS Inc
-$111.7K
2,832
-8%
减持
LMT
Lockheed Martin Corp
-$111.6K
1,281
-7%
减持
MDLZ
Mondelez Intl Inc Cl A
-$111.0K
12,543
-7%
增持
VO
Vanguard Mid-Cap ETF
+$108.1K
7,320
+14%
减持
—
Du Pont E I De Nemours
-$107.1K
3,390
-33%
增持
AMZN
Amazon.com
+$103.8K
23,864
+6%
减持
GE
General Electric
-$100.8K
3,033
-24%
减持
KLAC
KLA Tencor Corp
-$98.8K
1,272
-10%
减持
V
Visa, Inc.
-$97.6K
5,147
-5%
增持
AVGO
Broadcom Limited
-$94.0K
3,234
+1%
减持
BAC
Bank Of America
-$92.3K
55,262
-1%
减持
STZ
Constellation Brands
-$92.0K
1,791
-19%
减持
BX
Blackstone Group Lp
+$91.6K
8,369
-3%
减持
HD
Home Depot
-$91.2K
3,989
-4%
减持
AMT
American Tower Corp
-$89.5K
2,129
-6%
减持
PEG
Public Svc Enterprise
-$82.0K
6,504
-10%
减持
ABT
Abbott Labs
-$77.8K
5,577
-2%
减持
KLIC
Kulicke & Soffa Inds
-$72.7K
4,385
-9%
减持
—
iShares iBonds Dec 2023 Corp Bd ETF
-$68.3K
35,821
-7%
减持
JPM
J P Morgan Chase & Co
-$65.2K
24,089
-2%
减持
GPN
Global Payments, Inc.
+$62.3K
4,267
-2%
清仓
—
Ashford Hospitality Trust Inc
-$60.9K
0
-100%
减持
TMO
Thermo Fisher Scientific
-$60.8K
2,561
-2%
减持
VIG
Vanguard Div Appreciation ETF
-$60.3K
5,379
-3%
减持
DHR
Danaher Corp
-$58.6K
5,804
-7%
减持
CMC
Commercial Metals Co
-$58.1K
14,370
-1%
减持
VBR
Vanguard Small-Cap Value ETF
-$57.9K
7,906
-1%
减持
BRK/B
Berkshire Hathaway B
+$57.0K
6,316
-0%
清仓
OVID
Ovid Therapeutics Inc
-$54.2K
0
-100%
增持
SCHD
Schwab Dow Jones US Div Eq ETF
-$53.7K
226,405
+2%
增持
XLK
SPDR Technology Select Sector
-$52.1K
5,577
+0%
减持
PM
Philip Morris Intl Inc
-$52.0K
3,427
-9%
增持
JHSC
JH/DFA Small Cap Multifactor ETF
-$50.7K
41,081
+0%
清仓
—
Oncolytics Biotech
-$49.2K
0
-100%
减持
IVW
iShares S&P 500 Barra Gr. Fd.
-$49.1K
6,268
-8%
增持
KO
Coca Cola
-$48.2K
11,405
+0%
清仓
SNDL
Sundial Growers Inc
-$47.2K
0
-100%
减持
GS
Goldman Sachs Group
-$38.2K
931
-12%
减持
MO
Altria Group Inc
-$37.6K
6,254
-6%
减持
FNDX
Sch Fundamental US Large Co ETF
-$37.4K
6,094
-7%
增持
STT
State Street Boston Corp
-$37.1K
6,003
+0%
减持
PPG
PPG Inds Inc
-$36.6K
1,920
-0%
减持
SYY
Sysco Inc
-$35.8K
3,069
-5%
增持
HPQ
Hewlett Packard
-$35.5K
9,070
+4%
增持
DFAI
Dimensional International Core Equity Mkt ETF
+$33.3K
34,576
+9%
减持
NVDA
Nvidia Corp
-$32.9K
7,141
-4%
增持
NOBL
Proshares S&P 500 Div Aristocrats
-$31.9K
76,452
+6%
增持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
+$31.5K
135,382
+5%
清仓
—
Clearside Biomedical Inc
-$30.3K
0
-100%
减持
IBM
International Business Machines
+$28.4K
10,235
-3%
减持
INTC
Intel Corp
+$27.8K
13,735
-0%
增持
CRM
Salesforce Com
-$27.4K
3,880
+1%
增持
—
AON Corp
-$26.3K
1,271
+0%
增持
PYPL
Paypal Holdings, Inc.
-$26.1K
4,412
+4%
增持
SCHZ
Schwab US AGG Bnd ETF
-$24.4K
14,382
+1%
减持
—
iShares iBonds Dec 2024 Muni Bd ETF
-$24.1K
148,687
-0%
增持
VOO
Vanguard S&P 500 ETF
-$23.7K
11,084
+3%
减持
ROP
Roper Technologies, Inc
-$23.4K
1,704
-3%
增持
QCOM
Qualcomm Corp
+$23.0K
7,837
+10%
减持
TJX
TJX Cos Inc
-$21.5K
6,143
-8%
增持
CWI
SPDR MSCI Acwi Ex-US
-$20.5K
32,347
+2%
减持
TSN
Tyson Foods Inc
-$19.8K
8,426
-3%
增持
—
iShares iBonds Dec 2025 Muni Bd ETF
-$19.4K
138,956
+0%
减持
REGN
Regeneron Pharm
+$19.1K
493
-8%
减持
UNP
Union Pacific Corp
-$18.5K
9,365
-0%
清仓
—
MIRION TECHNOLOG
-$18.2K
0
-100%
清仓
ADAPY
Adaptimmune Therapeutics PLC
-$17.9K
0
-100%
增持
VOE
Vanguard Mid Cap Value ETF
-$17.9K
2,572
+0%
减持
TSLA
Tesla Motors Inc
-$17.0K
906
-3%
增持
IBMO
iShares iBonds Dec 2026 Muni Bd ETF
-$15.2K
110,401
+1%
增持
TOTL
SPDR Doubleline Ttl Rtrn
+$15.2K
10,511
+9%
减持
CSCO
Cisco Systems
-$13.7K
37,126
-4%
减持
—
iShares iBonds Dec 2025 Corp Bd ETF
-$13.4K
45,443
-1%
增持
VXUS
Vanguard Total International Stock
-$11.8K
5,104
+0%
减持
WMT
Wal-Mart Stores
-$11.6K
4,202
-3%
增持
MA
Mastercard Inc
+$11.3K
2,494
+1%
减持
NOC
Northrop Grumman Corp
-$9.6K
558
-0%
减持
CFG
Citizens Financial Group
+$8.5K
22,454
-1%
减持
—
iShares iBonds Dec 2024 Corp Bd ETF
-$8.2K
109,828
-1%