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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 13
增持 41
减持 77
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
VSLU
Applied Finance Valuation Lg Cap ETF
+$17.1M
525,714
建仓
UITB
VictoryShares Core Intermediate Bond ETF
+$3.8M
81,653
增持
SCHX
Schwab Dow Jones US Large Cap ETF
+$3.6M
479,446
+3%
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
NVDA
Nvidia Corp
+$3.2M
7,372
+6%
建仓
—
iShares iBonds Dec 2029 Corp Bd ETF
+$3.0M
132,229
减持
—
iShares iBonds Dec 2024 Corp Bd ETF
-$2.2M
29,167
-75%
增持
SCHD
Schwab Dow Jones US Div Eq ETF
+$1.8M
247,404
+4%
减持
AAPL
Apple, Inc
-$1.8M
64,066
-3%
清仓
JHSC
JH/DFA Small Cap Multifactor ETF
-$1.5M
0
-100%
增持
DFAE
Dimensional Emerg Core Equity Mkt ETF
+$1.2M
286,114
+18%
减持
MRK
Merck & Co Inc
+$1.2M
52,802
-0%
减持
MSFT
Microsoft Corp
+$1.1M
30,275
-3%
减持
IEMG
iShare Core MSCI Emerging Markets
-$939.9K
37,650
-34%
增持
VOO
Vanguard S&P 500 ETF
+$851.4K
12,539
+6%
减持
—
iShares iBonds Dec 2024 Muni Bd ETF
-$825.4K
116,794
-21%
增持
AMZN
Amazon.com
+$782.7K
25,501
+2%
建仓
IVV
iShares Core S&P 500 ETF
+$709.2K
1,349
减持
VNQ
Vanguard REIT
-$683.2K
10,777
-41%
减持
GOOGL
Alphabet, Inc. Cl A
+$663.3K
59,549
-0%
减持
—
iShares iBonds Dec 2025 Muni Bd ETF
-$647.4K
115,001
-17%
减持
JPM
J P Morgan Chase & Co
+$645.8K
24,627
-2%
减持
SCHG
Schwab Dow Jones US Large Growth ETF
+$622.1K
69,206
-1%
增持
JMUB
J.P. Morgan Municipal ETF
+$601.3K
51,859
+30%
清仓
TOTL
SPDR Doubleline Ttl Rtrn
-$534.5K
0
-100%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$533.5K
105,232
+12%
减持
SGOL
ETFS Phys. Swiss Gold Shares
+$525.6K
476,849
-2%
增持
BRK/B
Berkshire Hathaway B
+$510.6K
6,605
+4%
减持
AVGO
Broadcom Limited
+$509.8K
3,094
-4%
增持
META
Meta Platforms Cl A
+$507.2K
3,578
+3%
建仓
MUB
iShares S & P Nat'l AMT-Free Muni Bd
+$502.8K
4,673
增持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
+$497.3K
146,836
+6%
建仓
LKQ
LKQ Corp
+$484.5K
9,071
增持
MA
Mastercard Inc
+$463.4K
3,255
+26%
增持
FISV
Fiserv Inc
+$429.8K
13,099
+5%
减持
NOBL
Proshares S&P 500 Div Aristocrats
+$424.3K
78,851
-1%
增持
FIXD
First Trust TCWOpportunistic Fxd Inc ETF
+$421.7K
149,787
+9%
增持
VO
Vanguard Mid-Cap ETF
+$413.2K
8,908
+14%
减持
SCHM
Schwab Dow Jones US Mid-Cap ETF
+$348.4K
84,542
-3%
建仓
HACK
HACK- ETFMG Prime Cyber Security ETF
+$347.2K
5,416
减持
—
iShares iBonds Dec 2025 Corp Bd ETF
-$336.5K
54,451
-20%
增持
RTX
RTX Corp.
+$322.4K
20,877
+2%
减持
LOW
Lowes Companies
+$314.9K
11,918
-3%
清仓
VWO
Vanguard Emerging Mkt Fd ETF
-$313.9K
0
-100%
减持
PG
Procter & Gamble Inc
+$309.8K
21,578
-1%
增持
HPQ
Hewlett Packard
+$301.8K
20,983
+90%
增持
IJH
iShares S&P Midcap 400 Index ETF
+$298.1K
64,176
+394%
减持
SCHF
Schwab FTSE Developed ex-US ETF
+$296.5K
149,514
-0%
建仓
AVUV
Avantis US Small Cap Value ETF
+$295.2K
3,150
建仓
IBDV
iShares iBonds Dec 2030 Corp Bd ETF
+$284.7K
13,303
减持
IBM
International Business Machines
+$266.7K
10,414
-1%
建仓
NOC
Northrop Grumman Corp
+$264.7K
553
减持
DIS
Disney Walt Co
+$263.4K
9,397
-4%
减持
SCHZ
Schwab US AGG Bnd ETF
-$262.7K
12,694
-30%
清仓
DOW
Dow Chemical
-$260.6K
0
-100%
增持
QCOM
Qualcomm Corp
+$258.9K
8,365
+5%
减持
SCHV
Schwab Dow Jones US Large Value ETF
+$246.4K
69,430
-3%
清仓
UPS
UPS Inc
-$241.5K
0
-100%
建仓
INCY
Incyte Genomics Inc
+$239.1K
4,197
清仓
TSLA
Tesla Motors Inc
-$238.0K
0
-100%
减持
PWR
Quanta Services Inc
+$229.2K
10,766
-10%
减持
LLY
Lilly Eli & Co
+$222.5K
1,395
-6%
建仓
PSX
Phillips 66
+$220.8K
1,352
清仓
CTVA
Corteva Inc
-$210.7K
0
-100%
增持
FPE
First Trust Preferred Sec & Inc ETF
+$207.6K
330,399
+1%
减持
MCD
McDonalds Corp
-$207.4K
5,201
-8%
建仓
IEFA
iShare Core MSCI EAFE
+$206.4K
2,781
减持
DHR
Danaher Corp
-$205.1K
4,513
-22%
减持
BAC
Bank Of America
+$200.7K
56,837
-2%
减持
CVS
CVS Health Corporation
-$194.8K
19,734
-12%
增持
ADBE
Adobe Systems
+$191.1K
848
+114%
减持
EMR
Emerson Electric
+$186.9K
12,485
-1%
增持
SCHB
Schwab Dow Jones US Broad Mkt ETF
+$185.9K
20,622
+7%
减持
NKE
Nike Inc Class B
-$183.9K
5,730
-14%
减持
AMGN
Amgen Inc
-$180.7K
8,882
-5%
减持
HD
Home Depot
+$167.3K
5,010
-1%
减持
—
Exxon-Mobil
-$162.4K
13,646
-22%
增持
CRM
Salesforce Com
+$155.2K
4,031
+0%
清仓
SOFI
SoFi Technologies ORD
-$151.5K
0
-100%
减持
CSCO
Cisco Systems
-$147.3K
36,530
-6%
减持
SCHA
Schwab Dow Jones US Sm-Cap ETF
+$134.5K
88,723
-1%
清仓
SKIN
Beauty Health Company CL A ORD
-$128.0K
0
-100%
增持
DFAI
Dimensional International Core Equity Mkt ETF
+$127.9K
51,446
+3%
减持
—
Du Pont E I De Nemours
-$127.7K
3,646
-31%
减持
CVX
ChevronTexaco Corp
+$124.4K
15,185
-0%
减持
JNJ
Johnson & Johnson
-$124.2K
24,629
-4%
清仓
ZYXIQ
Zynex Inc
-$122.1K
0
-100%
减持
GOOG
Alphabet, Inc. Cl C
+$122.1K
15,717
-2%
清仓
MLCO
MLCO
-$118.5K
0
-100%
减持
PFE
Pfizer Inc
-$117.1K
20,211
-14%
减持
VEU
Vanguard FTSE All-World ex-USA ETF
-$110.6K
53,137
-8%
减持
CMC
Commercial Metals Co
+$108.7K
14,004
-2%
减持
PBE
Invesco Biotech & Genomics ETF
-$105.1K
11,282
-11%
减持
ORCL
Oracle Systems
+$102.3K
7,067
-5%
减持
ABBV
AbbVie Inc
+$100.6K
3,930
-1%
减持
ADP
Automatic Data Processing
+$99.4K
5,942
-0%
减持
VZ
Verizon Communications
+$98.3K
33,118
-3%
增持
WMT
Wal-Mart Stores
+$95.3K
12,201
+201%
减持
TMO
Thermo Fisher Scientific
+$88.3K
2,594
-3%
减持
VBR
Vanguard Small-Cap Value ETF
+$86.2K
7,841
-0%
增持
INTC
Intel Corp
-$84.8K
15,165
+1%
增持
TGT
Target Corp
+$84.3K
2,123
+4%
减持
SDY
SPDR S&P Dividend ETF
-$83.7K
21,156
-8%
增持
CFG
Citizens Financial Group
+$81.8K
23,192
+1%
减持
SPY
SPDR S&P 500 ETF
+$80.3K
4,482
-6%
增持
NEE
NextEra Energy Inc.
+$78.8K
16,995
+2%
减持
KLAC
KLA Tencor Corp
+$78.3K
1,211
-8%
清仓
SNDL
Sundial Growers Inc
-$72.8K
0
-100%
增持
IJR
iShares S&P Smallcap 600 Index ETF
+$72.1K
28,296
+0%
减持
XLK
SPDR Technology Select Sector
+$67.3K
5,228
-1%
增持
CWI
SPDR MSCI Acwi Ex-US
+$67.1K
34,509
+2%
增持
PANW
Palo Alto Networks Inc
-$64.7K
7,059
+1%
增持
VIG
Vanguard Div Appreciation ETF
+$62.9K
5,046
+0%
减持
BX
Blackstone Group Lp
-$60.7K
7,789
-6%
减持
—
AON Corp
+$53.9K
1,269
-0%
减持
ABT
Abbott Labs
-$53.6K
4,906
-12%
清仓
OVID
Ovid Therapeutics Inc
-$53.2K
0
-100%
减持
MDLZ
Mondelez Intl Inc Cl A
-$51.4K
14,447
-2%
减持
ITW
Illinois Tool Works
-$50.4K
3,393
-7%
减持
V
Visa, Inc.
+$46.4K
5,079
-4%
减持
VTV
Vanguard Value ETF
+$46.1K
8,259
-5%
增持
PYPL
Paypal Holdings, Inc.
+$43.5K
4,926
+6%
减持
ROP
Roper Technologies, Inc
-$42.3K
1,683
-7%
减持
MMM
3M Company
-$39.3K
2,293
-11%
减持
PEP
Pepsico
+$38.5K
17,782
-2%
减持
COST
Costco Whsl Corp
+$37.7K
565
-1%
增持
AMT
American Tower Corp
-$37.4K
2,067
+0%
减持
VUG
Vanguard Growth ETF
+$36.8K
4,362
-7%
增持
IBDR
iShares iBonds Dec 2026 Corp Bd ETF
+$35.8K
19,202
+9%
减持
—
Medtronic plc
+$35.3K
20,179
-4%
减持
XLE
Sector Spdr Engy Select
+$34.0K
3,555
-1%
清仓
—
Clearside Biomedical Inc
-$32.8K
0
-100%
清仓
—
Ashford Hospitality Trust Inc
-$31.7K
0
-100%
减持
COP
Conoco Phillips
+$31.4K
3,475
-2%
增持
KO
Coca Cola
+$30.6K
13,596
+0%
清仓
—
Tilray Inc
-$30.2K
0
-100%
减持
XLRE
Real Estate Sector SPDR
-$30.1K
5,336
-11%
清仓
—
Oncolytics Biotech
-$29.7K
0
-100%
增持
VOE
Vanguard Mid Cap Value ETF
+$29.4K
2,592
+0%
增持
GPN
Global Payments, Inc.
+$28.6K
4,269
+0%
减持
GE
General Electric
+$27.5K
3,070
-23%
清仓
—
MIRION TECHNOLOG
-$25.4K
0
-100%
减持
BMY
Bristol Myers Squibb
+$22.5K
20,395
-3%
减持
REGN
Regeneron Pharm
-$21.2K
478
-13%
增持
IBMO
iShares iBonds Dec 2026 Muni Bd ETF
-$19.1K
119,874
+0%
增持
KMI
Kinder Morgan Inc
+$18.9K
13,173
+4%
减持
SYY
Sysco Inc
+$18.7K
2,999
-2%
清仓
ADAPY
Adaptimmune Therapeutics PLC
-$18.3K
0
-100%
减持
PEG
Public Svc Enterprise
-$18.1K
6,279
-12%
减持
TSN
Tyson Foods Inc
+$13.0K
6,778
-5%
减持
GLD
SPDR Gold Shares
-$11.6K
11,752
-8%
