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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 4
增持 64
减持 76
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
UITB
VictoryShares Core Intermediate Bond ETF
+$8.3M
262,267
+221%
清仓
FIXD
First Trust TCWOpportunistic Fxd Inc ETF
-$6.5M
0
-100%
增持
AAPL
Apple, Inc
+$4.9M
75,329
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。
+18%
增持
VSLU
Applied Finance Valuation Lg Cap ETF
+$3.4M
599,827
+14%
建仓
IBDU
iShares iBonds Dec 2029 Corp Bd ETF
+$3.1M
138,274
清仓
—
iShares iBonds Dec 2029 Corp Bd ETF
-$3.0M
0
-100%
增持
NVDA
Nvidia Corp
+$2.2M
71,912
+875%
减持
NOBL
Proshares S&P 500 Div Aristocrats
-$1.9M
63,024
-20%
增持
SCHX
Schwab Dow Jones US Large Cap ETF
+$1.8M
490,353
+2%
减持
GOOGL
Alphabet, Inc. Cl A
+$1.6M
58,195
-2%
建仓
JHSC
JH/DFA Small Cap Multifactor ETF
+$1.5M
39,315
增持
MSFT
Microsoft Corp
+$1.0M
30,782
+2%
增持
DFAE
Dimensional Emerg Core Equity Mkt ETF
+$945.5K
309,945
+8%
减持
AVGO
Broadcom Limited
+$857.8K
3,088
-0%
增持
META
Meta Platforms Cl A
+$746.0K
4,926
+38%
清仓
MUNI
Pimco Intermediate Muni ETF
-$580.3K
0
-100%
减持
SCHV
Schwab Dow Jones US Large Value ETF
-$559.6K
63,656
-8%
减持
CVS
CVS Health Corporation
-$553.9K
17,272
-12%
减持
GOOG
Alphabet, Inc. Cl C
+$485.5K
15,694
-0%
减持
—
Medtronic plc
-$484.8K
16,184
-20%
减持
MRK
Merck & Co Inc
-$451.8K
52,629
-0%
增持
AMZN
Amazon.com
+$440.9K
26,084
+2%
减持
—
iShares iBonds Dec 2024 Muni Bd ETF
-$426.5K
99,994
-14%
减持
LOW
Lowes Companies
-$412.5K
11,900
-0%
减持
BMY
Bristol Myers Squibb
-$389.3K
17,258
-15%
减持
PANW
Palo Alto Networks Inc
+$386.0K
7,055
-0%
增持
SCHD
Schwab Dow Jones US Div Eq ETF
-$382.9K
251,612
+2%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$376.3K
113,770
+8%
增持
ADBE
Adobe Systems
+$355.4K
1,410
+66%
减持
SCHG
Schwab Dow Jones US Large Growth ETF
+$340.4K
67,008
-3%
增持
VOO
Vanguard S&P 500 ETF
+$333.2K
12,718
+1%
减持
JNJ
Johnson & Johnson
-$328.4K
24,409
-1%
减持
IEMG
iShare Core MSCI Emerging Markets
-$326.9K
30,186
-20%
减持
GPN
Global Payments, Inc.
-$276.1K
3,046
-29%
减持
IJR
iShares S&P Smallcap 600 Index ETF
-$272.3K
26,768
-5%
清仓
NOC
Northrop Grumman Corp
-$264.7K
0
-100%
增持
DFAI
Dimensional International Core Equity Mkt ETF
+$263.4K
61,276
+19%
减持
QCOM
Qualcomm Corp
+$249.0K
8,360
-0%
增持
VO
Vanguard Mid-Cap ETF
+$243.7K
10,200
+15%
减持
DIS
Disney Walt Co
-$238.9K
9,174
-2%
增持
JMUB
J.P. Morgan Municipal ETF
+$235.4K
56,908
+10%
减持
IBM
International Business Machines
-$232.5K
10,154
-2%
减持
CSCO
Cisco Systems
-$232.0K
33,492
-8%
清仓
DEO
Diageo Plc
-$230.7K
0
-100%
减持
PEP
Pepsico
-$229.6K
17,477
-2%
减持
INTC
Intel Corp
-$224.5K
14,380
-5%
建仓
TSLA
Tesla Motors Inc
+$223.8K
1,131
清仓
PSX
Phillips 66
-$220.8K
0
-100%
建仓
IBDW
iShares iBonds Ded 2031 Term Corp ETF
+$216.8K
10,685
减持
CRM
Salesforce Com
-$208.2K
3,912
-3%
减持
BX
Blackstone Group Lp
-$195.3K
6,687
-14%
减持
SCHA
Schwab Dow Jones US Sm-Cap ETF
-$191.5K
88,034
-1%
增持
HD
Home Depot
-$190.8K
5,029
+0%
增持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
+$190.0K
155,276
+6%
减持
MCD
McDonalds Corp
-$181.5K
5,042
-3%
减持
SGOL
ETFS Phys. Swiss Gold Shares
+$179.3K
463,887
-3%
增持
UNP
Union Pacific Corp
-$178.4K
9,510
+0%
减持
SDY
SPDR S&P Dividend ETF
-$170.7K
20,489
-3%
增持
SCHM
Schwab Dow Jones US Mid-Cap ETF
-$167.4K
86,302
+2%
增持
SCHB
Schwab Dow Jones US Broad Mkt ETF
+$162.3K
22,608
+10%
减持
IJH
iShares S&P Midcap 400 Index ETF
-$160.3K
63,873
-0%
减持
NKE
Nike Inc Class B
-$155.5K
5,081
-11%
减持
—
iShares iBonds Dec 2024 Corp Bd ETF
-$145.2K
23,296
-20%
减持
LLY
Lilly Eli & Co
+$145.2K
1,359
-3%
减持
PWR
Quanta Services Inc
-$136.4K
10,472
-3%
减持
XBI
SPDR S&P Biotech ETF
-$136.1K
11,081
-10%
减持
REGN
Regeneron Pharm
-$133.2K
311
-35%
增持
HPQ
Hewlett Packard
+$132.5K
21,891
+4%
增持
ORCL
Oracle Systems
+$129.8K
7,206
+2%
减持
KLAC
KLA Tencor Corp
+$119.8K
1,171
-3%
减持
VBR
Vanguard Small-Cap Value ETF
-$119.8K
7,586
-3%
减持
ITW
Illinois Tool Works
-$119.5K
3,338
-2%
增持
SPY
SPDR S&P 500 ETF
+$118.9K
4,527
+1%
减持
VUG
Vanguard Growth ETF
+$118.1K
4,330
-1%
增持
IBMP
iShares iBonds Dec 2027 Muni Bd ETF
+$114.5K
70,293
+8%
增持
LHX
L3Harris Technologies Inc
+$113.7K
8,888
+1%
减持
BRK/B
Berkshire Hathaway B
-$113.0K
6,550
-1%
减持
VZ
Verizon Communications
-$111.6K
30,989
-6%
减持
EMR
Emerson Electric
-$111.2K
11,845
-5%
增持
FISV
Fiserv Inc
-$107.2K
13,327
+2%
减持
VOE
Vanguard Mid Cap Value ETF
-$106.9K
1,976
-24%
增持
BAC
Bank Of America
+$105.3K
56,841
+0%
减持
VTV
Vanguard Value ETF
-$102.6K
7,745
-6%
减持
NEE
NextEra Energy Inc.
+$96.1K
16,696
-2%
减持
—
AON
-$94.7K
1,120
-12%
减持
AMAT
Applied Materials
+$93.9K
3,204
-0%
增持
COST
Costco Whsl Corp
+$91.8K
595
+5%
减持
WMT
Wal-Mart Stores
+$88.9K
12,156
-0%
增持
MA
Mastercard Inc
-$87.3K
3,355
+3%
增持
V
Visa, Inc.
-$84.1K
5,080
+0%
减持
FPE
First Trust Preferred Sec & Inc ETF
-$82.0K
324,913
-2%
减持
TMO
Thermo Fisher Scientific
-$78.7K
2,584
-0%
减持
XLK
SPDR Technology Select Sector
+$78.2K
5,159
-1%
减持
ADP
Automatic Data Processing
-$67.3K
5,935
-0%
增持
RTX
RTX Corp.
+$65.9K
20,938
+0%
减持
CMC
Commercial Metals Co
-$61.8K
13,843
-1%
增持
TJX
TJX Cos Inc
+$59.4K
6,152
+1%
减持
SCHZ
Schwab US AGG Bnd ETF
-$58.2K
11,534
-9%
减持
ABT
Abbott Labs
-$54.0K
4,846
-1%
减持
—
Exxon-Mobil
-$53.4K
13,315
-2%
减持
JPM
J P Morgan Chase & Co
-$48.4K
24,149
-2%
增持
TGT
Target Corp
-$47.0K
2,224
+5%
减持
PYPL
Paypal Holdings, Inc.
-$46.8K
4,880
-1%
减持
ABBV
AbbVie Inc
-$45.0K
3,910
-1%
减持
STZ
Constellation Brands
-$44.8K
1,974
-3%
增持
PEG
Public Svc Enterprise
+$43.8K
6,284
+0%
增持
VEU
Vanguard FTSE All-World ex-USA ETF
+$42.9K
53,879
+1%
减持
IVW
iShares S&P 500 Barra Gr. Fd.
+$42.3K
5,812
-1%
增持
ROP
Roper Technologies, Inc
+$39.7K
1,745
+4%
减持
SYY
Sysco Inc
-$38.2K
2,875
-4%
增持
—
iShares iBonds Dec 2025 Corp Bd ETF
+$37.4K
55,844
+3%
减持
AMGN
Amgen Inc
+$34.8K
8,193
-8%
增持
MDLZ
Mondelez Intl Inc Cl A
-$32.2K
14,962
+4%
增持
GS
Goldman Sachs Group
+$31.6K
881
+0%
减持
KO
Coca Cola
+$30.5K
13,548
-0%
增持
INCY
Incyte Genomics Inc
+$30.2K
4,442
+6%
增持
KMI
Kinder Morgan Inc
+$28.8K
13,610
+3%
减持
VRTX
Vertex Pharmaceuticals
+$24.9K
764
-4%
减持
FNDX
Sch Fundamental US Large Co ETF
-$22.6K
5,810
-5%
减持
CARR
Carrier Global Corp
+$22.4K
4,680
-0%
减持
PBE
Invesco Biotech & Genomics ETF
-$22.2K
10,922
-3%
增持
VLO
Valero Energy Corp.
-$21.0K
1,542
+0%
增持
LKQ
LKQ Corp
-$20.1K
11,166
+23%
减持
STT
State Street Boston Corp
-$20.1K
6,000
-0%
增持
HACK
Amplify Cyber Security ETF
+$19.7K
5,668
+5%
增持
CWI
SPDR MSCI Acwi Ex-US
+$17.6K
35,241
+2%
增持
WFC
Wells Fargo & Company
+$17.4K
4,030
+5%
增持
IBMO
iShares iBonds Dec 2026 Muni Bd ETF
+$16.8K
120,680
+1%
减持
CFG
Citizens Financial Group
-$16.4K
22,905
-1%
减持
PFE
Pfizer Inc
-$15.8K
19,481
-4%
减持
BDX
Becton Dickinson
-$15.0K
968
-1%
增持
IBDV
iShares iBonds Dec 2030 Corp Bd ETF
+$14.3K
14,062
+6%
减持
AMT
American Tower Corp
-$14.2K
2,028
-2%
增持
IEFA
iShare Core MSCI EAFE
+$13.8K
3,031
+9%
减持
GLD
SPDR Gold Shares
-$12.9K
11,184
-5%
增持
MTUM
iShares MSCI USA Momentum
+$12.8K
1,497
+1%
增持
CVX
ChevronTexaco Corp
-$11.5K
15,239
+0%
增持
VXUS
Vanguard Total International Stock
+$10.0K
5,118
+3%
增持
MMM
3M Company
-$8.8K
2,294
+0%
增持
IBDS
iShares iBonds Dec 2027 Corp Bd ETF
+$8.7K
12,550
+3%
减持
PG
Procter & Gamble Inc
-$8.6K
21,176
-2%
增持
VIG
Vanguard Div Appreciation ETF
+$8.0K
5,091
+1%
增持
TSN
Tyson Foods Inc
-$7.3K
6,839
+1%
增持
—
Wells Fargo & Co 7.50pcnt Pfd
-$5.4K
283
+1%
增持
SCHF
Schwab FTSE Developed ex-US ETF
-$5.1K
151,715
+1%
增持
XLE
Sector Spdr Engy Select
-$4.8K
3,630
+2%
增持
—
iShares iBonds Dec 2025 Muni Bd ETF
+$4.3K
115,055
+0%
增持
XLRE
Real Estate Sector SPDR
-$4.0K
5,387
+1%
增持
IWM
iShares Russell 2000 Index Fund ETF
-$3.8K
1,303
+2%
增持
MUB
iShares S & P Nat'l AMT-Free Muni Bd
-$3.6K
4,686
+0%
