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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 20
增持 89
减持 28
清仓 13
方向
标的
Δ市值
现股数(环比)
清仓
VSLU
Applied Finance Valuation Lg Cap ETF
-$12.0M
0
-100%
增持
SCHX
Schwab Dow Jones US Large Cap ETF
+$3.8M
463,310
+5%
增持
MSFT
Microsoft Corp
+$2.3M
31,061
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。
+5%
增持
SCHD
Schwab Dow Jones US Div Eq ETF
+$2.1M
237,998
+5%
增持
AAPL
Apple, Inc
+$1.6M
66,264
+2%
清仓
—
iShares iBonds Dec 2023 Muni Bd ETF
-$1.3M
0
-100%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$1.1M
93,855
+23%
增持
JMUB
J.P. Morgan Municipal ETF
+$993.1K
39,836
+86%
清仓
—
iShares iBonds Dec 2023 Corp Bd ETF
-$908.4K
0
-100%
减持
AVGO
Broadcom Limited
+$905.0K
3,217
-1%
增持
IBMP
iShares iBonds Dec 2027 Muni Bd ETF
+$831.4K
65,297
+93%
减持
SGOL
ETFS Phys. Swiss Gold Shares
+$830.4K
486,459
-2%
增持
VOO
Vanguard S&P 500 ETF
+$823.6K
11,850
+7%
增持
NOBL
Proshares S&P 500 Div Aristocrats
+$802.1K
79,537
+4%
增持
JPM
J P Morgan Chase & Co
+$793.6K
25,203
+5%
增持
AMZN
Amazon.com
+$783.6K
25,123
+5%
增持
SCHF
Schwab FTSE Developed ex-US ETF
+$759.4K
149,824
+6%
增持
IBMQ
iShares iBonds Dec 2028 Muni Bd ETF
+$694.3K
36,676
+267%
增持
SCHM
Schwab Dow Jones US Mid-Cap ETF
+$667.0K
86,775
+0%
建仓
ABBV
AbbVie Inc
+$615.1K
3,969
增持
MRK
Merck & Co Inc
+$603.4K
52,866
+5%
增持
GOOGL
Alphabet, Inc. Cl A
+$590.7K
59,592
+1%
增持
SCHA
Schwab Dow Jones US Sm-Cap ETF
+$581.3K
89,633
+2%
增持
—
iShares iBonds Dec 2025 Corp Bd ETF
+$580.0K
68,152
+50%
增持
IJR
iShares S&P Smallcap 600 Index ETF
+$554.7K
28,223
+6%
增持
HD
Home Depot
+$549.4K
5,063
+27%
增持
IJH
iShares S&P Midcap 400 Index ETF
+$543.3K
12,989
+6%
增持
DFAI
Dimensional International Core Equity Mkt ETF
+$524.0K
49,818
+44%
增持
FIXD
First Trust TCWOpportunistic Fxd Inc ETF
+$474.9K
136,958
+2%
增持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
+$472.2K
138,939
+3%
增持
PANW
Palo Alto Networks Inc
+$468.7K
7,021
+3%
增持
RTX
RTX Corp.
+$448.7K
20,368
+16%
增持
BAC
Bank Of America
+$441.5K
58,050
+5%
增持
UNP
Union Pacific Corp
+$415.4K
9,455
+1%
增持
FISV
Fiserv Inc
+$395.9K
12,524
+12%
增持
LHX
L3Harris Technologies Inc
+$386.0K
8,975
+4%
建仓
TFC
Truist Finl Corp
+$374.5K
10,144
清仓
—
Chase Corp
-$365.8K
0
-100%
增持
PWR
Quanta Services Inc
+$361.3K
11,899
+1%
减持
PFE
Pfizer Inc
-$361.1K
23,548
-25%
减持
NVDA
Nvidia Corp
+$353.8K
6,987
-2%
清仓
—
iShares iBonds Dec 2024 ETF
-$338.4K
0
-100%
增持
IBMO
iShares iBonds Dec 2026 Muni Bd ETF
+$318.8K
119,865
+9%
清仓
PM
Philip Morris Intl Inc
-$317.3K
0
-100%
建仓
VWO
Vanguard Emerging Mkt Fd ETF
+$313.9K
7,637
增持
PEP
Pepsico
+$301.4K
18,097
+11%
建仓
IBDS
iShares iBonds Dec 2027 Corp Bd ETF
+$298.4K
12,470
清仓
TLT
iShares 20 Year Treasury Bd ETF
-$295.6K
0
-100%
增持
CVX
ChevronTexaco Corp
-$293.3K
15,224
+0%
建仓
TGT
Target Corp
+$291.9K
2,050
增持
NEE
NextEra Energy Inc.
+$290.0K
16,585
+32%
增持
VO
Vanguard Mid-Cap ETF
+$288.3K
7,791
+6%
增持
QCOM
Qualcomm Corp
+$286.9K
8,001
+2%
增持
IBM
International Business Machines
+$286.0K
10,529
+3%
减持
VTV
Vanguard Value ETF
-$285.7K
8,688
-24%
建仓
MMM
3M Company
+$282.4K
2,584
建仓
VEA
Vanguard FTSE Dev Mkt ETF
+$281.4K
5,875
增持
CRM
Salesforce Com
+$272.1K
4,024
+4%
增持
VEU
Vanguard FTSE All-World ex-USA ETF
+$266.8K
57,483
+1%
增持
INTC
Intel Corp
+$266.3K
15,017
+9%
清仓
MO
Altria Group Inc
-$263.0K
0
-100%
建仓
DOW
Dow Chemical
+$260.6K
4,752
减持
SCHG
Schwab Dow Jones US Large Growth ETF
+$260.2K
69,848
-8%
清仓
DUK
Duke Energy
-$258.7K
0
-100%
清仓
VB
Vanguard Small Cap ETF
-$256.5K
0
-100%
清仓
—
HACK- ETFMG Prime Cyber Security ETF
-$256.2K
0
-100%
增持
XBI
SPDR S&P Biotech ETF
+$253.5K
12,261
+6%
清仓
NOC
Northrop Grumman Corp
-$245.6K
0
-100%
增持
ADP
Automatic Data Processing
+$243.2K
5,943
+25%
增持
CVS
CVS Health Corporation
+$242.1K
22,402
+2%
减持
SDY
SPDR S&P Dividend ETF
-$241.8K
22,887
-15%
建仓
XLRE
Real Estate Sector SPDR
+$241.0K
6,017
建仓
ADBE
Adobe Systems
+$236.8K
397
减持
GLD
SPDR Gold Shares
+$235.7K
12,707
-1%
减持
SPY
SPDR S&P 500 ETF
+$222.4K
4,764
-0%
建仓
—
TE Connectivity Ltd
+$217.8K
1,550
建仓
MS
Morgan Stanley Group
+$217.1K
2,328
增持
—
iShares iBonds Dec 2024 Corp Bd ETF
+$214.3K
117,639
+7%
清仓
KLIC
Kulicke & Soffa Inds
-$213.2K
0
-100%
建仓
WFC
Wells Fargo & Company
+$213.1K
4,330
建仓
CTVA
Corteva Inc
+$210.7K
4,397
增持
SCHZ
Schwab US AGG Bnd ETF
+$210.5K
18,160
+26%
减持
UPS
UPS Inc
-$200.0K
1,536
-46%
增持
PBE
Invesco Biotech & Genomics ETF
+$197.2K
12,686
+13%
增持
IEMG
iShare Core MSCI Emerging Markets
+$193.1K
56,993
+1%
增持
PG
Procter & Gamble Inc
+$192.7K
21,777
+6%
增持
MDLZ
Mondelez Intl Inc Cl A
+$192.2K
14,672
+17%
增持
LOW
Lowes Companies
+$190.6K
12,227
+0%
增持
META
Meta Platforms Cl A
+$189.8K
3,476
+0%
减持
BX
Blackstone Group Lp
+$187.3K
8,279
-1%
增持
V
Visa, Inc.
+$187.1K
5,266
+2%
增持
KLAC
KLA Tencor Corp
+$184.2K
1,321
+4%
减持
VNQ
Vanguard REIT
+$179.8K
18,280
-4%
增持
GE
General Electric
+$176.1K
4,007
+32%
增持
DIS
Disney Walt Co
+$171.0K
9,816
+11%
增持
GOOG
Alphabet, Inc. Cl C
+$167.1K
16,114
+1%
减持
DFAE
Dimensional Emerg Core Equity Mkt ETF
+$166.9K
242,214
-4%
减持
VZ
Verizon Communications
+$164.4K
34,254
-1%
增持
KO
Coca Cola
+$162.7K
13,595
+19%
增持
ROP
Roper Technologies, Inc
+$161.0K
1,809
+6%
减持
VDC
Vanguard Consumer Staples ETF
-$160.1K
2,721
-27%
减持
AMGN
Amgen Inc
+$159.8K
9,395
-1%
减持
JHSC
JH/DFA Small Cap Multifactor ETF
+$159.3K
40,497
-1%
增持
CFG
Citizens Financial Group
+$158.0K
22,927
+2%
增持
SCHB
Schwab Dow Jones US Broad Mkt ETF
+$157.6K
19,276
+5%
减持
VBR
Vanguard Small-Cap Value ETF
+$157.3K
7,880
-0%
增持
—
Du Pont E I De Nemours
+$154.4K
5,294
+56%
建仓
SOFI
SoFi Technologies ORD
+$151.5K
15,223
增持
ITW
Illinois Tool Works
+$147.1K
3,668
+4%
减持
FPE
First Trust Preferred Sec & Inc ETF
+$145.8K
327,102
-3%
增持
IBDR
iShares iBonds Dec 2026 Corp Bd ETF
+$141.2K
17,662
+47%
减持
MCD
McDonalds Corp
+$138.1K
5,645
-3%
增持
TOTL
SPDR Doubleline Ttl Rtrn
+$128.2K
13,279
+26%
建仓
SKIN
Beauty Health Company CL A ORD
+$128.0K
41,144
增持
TMO
Thermo Fisher Scientific
+$123.0K
2,674
+4%
建仓
ZYXIQ
Zynex Inc
+$122.1K
11,215
增持
LLY
Lilly Eli & Co
+$121.5K
1,480
+7%
减持
SCHV
Schwab Dow Jones US Large Value ETF
+$120.6K
71,739
-6%
建仓
MLCO
MLCO
+$118.5K
13,355
增持
MA
Mastercard Inc
+$116.9K
2,589
+4%
增持
STZ
Constellation Brands
+$108.9K
2,313
+29%
减持
DHR
Danaher Corp
-$107.9K
5,758
-1%
增持
CWI
SPDR MSCI Acwi Ex-US
+$107.9K
33,764
+4%
减持
XLK
SPDR Technology Select Sector
+$107.4K
5,307
-5%
增持
BMY
Bristol Myers Squibb
-$99.7K
21,118
+4%
增持
HPQ
Hewlett Packard
+$99.2K
11,045
+22%
减持
AMT
American Tower Corp
+$95.7K
2,065
-3%
增持
NKE
Nike Inc Class B
+$86.3K
6,653
+0%
增持
JNJ
Johnson & Johnson
+$86.1K
25,649
+2%
增持
TJX
TJX Cos Inc
+$81.9K
6,693
+9%
减持
D
Dominion Res Inc Va
-$81.6K
4,300
-32%
增持
EMR
Emerson Electric
+$81.1K
12,629
+6%
增持
AMAT
Applied Materials
+$76.8K
3,211
+0%
增持
ORCL
Oracle Systems
+$76.2K
7,449
+11%
增持
REGN
Regeneron Pharm
+$75.6K
548
+11%
建仓
SNDL
Sundial Growers Inc
+$72.8K
44,420
减持
ABT
Abbott Labs
+$71.0K
5,552
-0%
减持
VUG
Vanguard Growth ETF
-$70.4K
4,711
-16%
增持
FNDX
Sch Fundamental US Large Co ETF
+$69.6K
6,631
+9%
增持
PEG
Public Svc Enterprise
+$67.2K
7,153
+10%
增持
—
Exxon-Mobil
+$66.4K
17,490
+22%
增持
—
iShares iBonds Dec 2025 Muni Bd ETF
+$66.3K
139,021
+0%
减持
—
Medtronic plc
+$63.7K
20,919
-1%
增持
LMT
Lockheed Martin Corp
+$59.9K
1,288
+1%
增持
VRTX
Vertex Pharmaceuticals
+$59.0K
797
+4%
增持
MUNI
Pimco Intermediate Muni ETF
+$58.8K
10,987
+6%
增持
IVW
iShares S&P 500 Barra Gr. Fd.
+$58.6K
6,491
+4%
增持
GS
Goldman Sachs Group
+$58.5K
933
+0%
增持
BRK/B
Berkshire Hathaway B
+$54.4K
6,356
+1%
建仓
OVID
Ovid Therapeutics Inc
+$53.2K
16,522
