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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 24
增持 82
减持 35
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
UITB
VictoryShares Core Intermediate Bond ETF
+$4.1M
346,932
+32%
清仓
VEU
Vanguard FTSE All-World ex-USA ETF
-$3.2M
0
-100%
增持
SCHX
Schwab Dow Jones US Large Cap ETF
+$2.9M
1,498,589
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。
+206%
增持
SCHD
Schwab Dow Jones US Div Eq ETF
+$2.7M
784,451
+212%
清仓
—
iShares iBonds Dec 2024 Muni Bd ETF
-$2.6M
0
-100%
增持
VSLU
Applied Finance Valuation Lg Cap ETF
+$1.8M
612,775
+2%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$1.7M
146,112
+28%
减持
SGOL
ETFS Phys. Swiss Gold Shares
+$1.6M
455,776
-2%
增持
JMUB
J.P. Morgan Municipal ETF
+$1.5M
87,358
+54%
增持
NVDA
Nvidia Corp
+$1.3M
72,538
+1%
减持
AAPL
Apple, Inc
+$1.3M
73,529
-2%
增持
DFAE
Dimensional Emerg Core Equity Mkt ETF
+$1.1M
340,788
+10%
减持
MRK
Merck & Co Inc
-$1.1M
51,860
-1%
减持
—
iShares iBonds Dec 2025 Muni Bd ETF
-$1.0M
75,546
-34%
增持
VO
Vanguard Mid-Cap ETF
+$959.4K
12,856
+26%
清仓
VIG
Vanguard Div Appreciation ETF
-$929.4K
0
-100%
增持
GOOGL
Alphabet, Inc. Cl A
-$838.1K
58,554
+1%
增持
SCHM
Schwab Dow Jones US Mid-Cap ETF
+$768.0K
268,081
+211%
增持
PWR
Quanta Services Inc
+$718.8K
10,785
+3%
增持
FISV
Fiserv Inc
+$706.1K
13,367
+0%
建仓
MUNI
Pimco Intermediate Muni ETF
+$635.5K
12,202
增持
RTX
RTX Corp.
+$588.8K
21,453
+2%
增持
LOW
Lowes Companies
+$588.5K
11,986
+1%
清仓
—
iShares iBonds Dec 2024 Corp Bd ETF
-$585.4K
0
-100%
增持
MSFT
Microsoft Corp
-$530.1K
31,008
+1%
减持
NOBL
Proshares S&P 500 Div Aristocrats
+$521.4K
62,393
-1%
增持
—
Exxon-Mobil
+$505.9K
17,146
+29%
增持
IBM
International Business Machines
+$495.4K
10,575
+4%
增持
META
Meta Platforms Cl A
+$458.0K
5,088
+3%
增持
VOO
Vanguard S&P 500 ETF
+$452.4K
12,761
+0%
增持
SCHA
Schwab Dow Jones US Sm-Cap ETF
+$449.3K
178,219
+102%
增持
GLD
SPDR Gold Shares
+$433.6K
11,204
+0%
减持
JPM
J P Morgan Chase & Co
+$428.5K
23,561
-2%
减持
CVS
CVS Health Corporation
-$411.3K
10,613
-39%
增持
IJH
iShares S&P Midcap 400 Index ETF
+$380.5K
65,642
+3%
增持
JNJ
Johnson & Johnson
+$379.1K
24,422
+0%
增持
SCHF
Schwab FTSE Developed ex-US ETF
+$338.9K
310,878
+105%
增持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
+$318.8K
158,758
+2%
减持
BRK/B
Berkshire Hathaway B
+$311.1K
6,490
-1%
减持
—
iShares iBonds Dec 2025 Corp Bd ETF
-$297.6K
43,487
-22%
清仓
VEA
Vanguard FTSE Dev Mkt ETF
-$296.4K
0
-100%
清仓
GPN
Global Payments, Inc.
-$294.5K
0
-100%
建仓
GEV
GE Vernova Llc Com
+$288.7K
998
减持
IEMG
iShare Core MSCI Emerging Markets
-$286.7K
23,512
-22%
减持
HD
Home Depot
+$285.4K
5,005
-0%
减持
GOOG
Alphabet, Inc. Cl C
-$284.5K
15,410
-2%
建仓
NOC
Northrop Grumman Corp
+$283.2K
553
清仓
AVUV
Amer Century US Small Cap Value ETF
-$282.6K
0
-100%
增持
CSCO
Cisco Systems
+$280.6K
33,860
+1%
建仓
CTVA
Corteva Inc
+$268.8K
4,397
减持
SDY
SPDR S&P Dividend ETF
+$260.2K
20,417
-0%
增持
MA
Mastercard Inc
+$258.7K
3,422
+2%
建仓
PM
Philip Morris Intl Inc
+$254.5K
1,950
建仓
PLTR
Palantir Technologies Inc Ordinary Shares - Class
+$243.5K
5,414
增持
FPE
First Trust Preferred Sec & Inc ETF
+$240.7K
327,098
+1%
增持
BMY
Bristol Myers Squibb
+$239.8K
18,171
+5%
建仓
—
TE Connectivity Ltd
+$236.1K
1,565
清仓
—
TE Connectivity Ltd
-$233.2K
0
-100%
建仓
TDVG
T. Rowe Price Dividend Growth ETF
+$231.9K
5,721
建仓
TSM
Taiwan Semiconductr Adrf
+$227.0K
1,166
减持
BX
Blackstone Group Lp
+$224.9K
6,194
-7%
增持
NEE
NextEra Energy Inc.
+$224.8K
16,979
+2%
增持
PANW
Palo Alto Networks Inc
+$224.5K
7,220
+2%
增持
DFAI
Dimensional International Core Equity Mkt ETF
+$224.2K
66,631
+9%
增持
QCOM
Qualcomm Corp
-$223.9K
8,369
+0%
建仓
DOW
Dow Chemical
+$223.2K
4,455
清仓
IEFA
iShare Core MSCI EAFE
-$220.2K
0
-100%
增持
LHX
L3Harris Technologies Inc
+$214.8K
8,914
+0%
增持
GE
General Electric
+$214.6K
4,007
+31%
建仓
MO
Altria Group Inc
+$213.8K
4,254
增持
SCHG
Schwab Dow Jones US Large Growth ETF
+$212.3K
261,911
+291%
增持
MCD
McDonalds Corp
+$211.7K
5,043
+0%
建仓
SBUX
Starbucks Corp
+$207.6K
2,118
建仓
DEO
Diageo Plc
+$206.9K
1,551
建仓
SOFI
SoFi Technologies ORD
+$205.6K
18,373
建仓
ALL
Allstate Corp
+$204.3K
1,080
建仓
PAYX
Paychex Inc
+$201.1K
1,434
增持
SCHV
Schwab Dow Jones US Large Value ETF
+$192.4K
182,592
+187%
增持
PEG
Public Svc Enterprise
+$188.6K
7,208
+15%
增持
SCHB
Schwab Dow Jones US Broad Mkt ETF
+$184.2K
71,485
+216%
减持
INTC
Intel Corp
-$183.6K
11,419
-21%
减持
IJR
iShares S&P Smallcap 600 Index ETF
+$183.2K
26,147
-2%
增持
AMZN
Amazon.com
+$179.4K
27,709
+6%
减持
WMT
Wal-Mart Stores
+$178.7K
12,106
-0%
增持
VNQ
Vanguard REIT
+$171.0K
11,180
+4%
增持
SPY
SPDR S&P 500 ETF
+$169.3K
4,533
+0%
增持
PYPL
Paypal Holdings, Inc.
+$161.9K
5,325
+9%
增持
IBDU
iShares iBonds Dec 2029 Corp Bd ETF
+$157.5K
142,702
+3%
减持
—
Medtronic plc
+$157.3K
15,796
-2%
增持
VBR
Vanguard Small-Cap Value ETF
+$155.4K
7,652
+1%
增持
—
Du Pont E I De Nemours
+$148.8K
5,271
+45%
增持
KLAC
KLA Tencor Corp
-$147.3K
1,214
+4%
增持
AMAT
Applied Materials
-$146.5K
3,289
+3%
增持
V
Visa, Inc.
+$146.4K
5,207
+3%
增持
CRM
Salesforce Com
+$143.8K
3,913
+0%
增持
SCHZ
Schwab US AGG Bnd ETF
-$134.4K
16,939
+47%
减持
CFG
Citizens Financial Group
+$129.2K
22,332
-3%
建仓
SNDL
Sundial Growers Inc
+$120.3K
54,420
减持
DIS
Disney Walt Co
-$119.8K
8,223
-10%
增持
IBDV
iShares iBonds Dec 2030 Corp Bd ETF
+$119.5K
19,318
+37%
增持
ITW
Illinois Tool Works
+$114.0K
3,523
+6%
增持
TFC
Truist Finl Corp
+$110.6K
11,501
+15%
建仓
ZYXIQ
Zynex Inc
+$108.5K
12,215
减持
VTV
Vanguard Value ETF
+$98.9K
7,683
-1%
增持
MDLZ
Mondelez Intl Inc Cl A
+$98.9K
15,502
+4%
减持
BAC
Bank Of America
+$98.3K
55,347
-3%
减持
LMT
Lockheed Martin Corp
+$98.3K
1,245
-2%
减持
JHSC
JH/DFA Small Cap Multifactor ETF
+$97.2K
38,699
-2%
建仓
MLCO
MLCO
+$93.4K
13,355
建仓
SKIN
Beauty Health Company CL A ORD
+$90.5K
51,144
增持
IBDW
iShares iBonds Ded 2031 Term Corp ETF
+$89.1K
14,776
+38%
增持
CWI
SPDR MSCI Acwi Ex-US
+$85.9K
36,509
+4%
增持
AVGO
Broadcom Limited
+$84.8K
29,319
+849%
增持
IBDS
iShares iBonds Dec 2027 Corp Bd ETF
+$80.5K
15,698
+25%
增持
IBMQ
iShares iBonds Dec 2028 Muni Bd ETF
+$79.5K
39,366
+7%
增持
ABBV
AbbVie Inc
+$74.8K
3,930
+1%
减持
PG
Procter & Gamble Inc
+$73.9K
21,065
-1%
增持
HPQ
Hewlett Packard
+$73.5K
22,453
+3%
增持
PBE
Invesco Biotech & Genomics ETF
+$72.7K
11,422
+5%
增持
FNDX
Sch Fundamental US Large Co ETF
+$68.9K
19,100
+229%
增持
TGT
Target Corp
+$68.4K
2,664
+20%
增持
AMT
American Tower Corp
+$66.0K
2,071
+2%
减持
TSLA
Tesla Motors Inc
+$63.9K
1,096
-3%
减持
—
AON Corp
+$61.5K
1,050
-6%
增持
INCY
Incyte Genomics Inc
+$60.6K
5,022
+13%
增持
MUB
iShares S & P Nat'l AMT-Free Muni Bd
+$59.9K
5,222
+11%
建仓
NIO
NIO, Inc.Adr
+$58.8K
10,123
减持
KMI
Kinder Morgan Inc
+$58.0K
13,244
-3%
增持
ABT
Abbott Labs
+$54.5K
4,892
+1%
减持
TMO
Thermo Fisher Scientific
-$53.7K
2,489
-4%
减持
UNP
Union Pacific Corp
+$52.0K
9,500
-0%
增持
XLRE
Real Estate Sector SPDR
+$50.8K
5,829
+8%
增持
TJX
TJX Cos Inc
+$45.0K
6,327
+3%
增持
ROP
Roper Technologies, Inc
+$42.9K
1,883
+8%
减持
LLY
Lilly Eli & Co
-$42.0K
1,327
-2%
减持
XBI
SPDR S&P Biotech ETF
+$41.9K
10,856
-2%
增持
WYNN
Wynn Resorts
+$41.4K
2,466
+9%
增持
KO
Coca Cola
+$41.2K
13,552
+0%
增持
CVX
ChevronTexaco Corp
-$40.6K
15,565
+2%
增持
STZ
Constellation Brands
+$40.2K
2,307
+17%
增持
IBDR
iShares iBonds Dec 2026 Corp Bd ETF
+$39.7K
20,720
+7%
增持
IBMP
iShares iBonds Dec 2027 Muni Bd ETF
+$36.0K
70,995
+1%
增持
TSN
Tyson Foods Inc
+$33.3K
7,163
+5%
减持
XLE
Sector Spdr Engy Select
-$32.1K
3,350
-8%
建仓
—
Clearside Biomedical Inc
+$30.8K
28,023
减持
EMR
Emerson Electric
-$30.3K
11,730
-1%
减持
AMGN
Amgen Inc
+$29.0K
8,163
-0%
建仓
—
Tilray Inc
+$27.9K
16,150
建仓
—
Oncolytics Biotech
+$26.9K
22,015
增持
LKQ
LKQ Corp
-$25.8K
11,614
+4%
