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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 8
增持 40
减持 88
清仓 14
方向
标的
Δ市值
现股数(环比)
清仓
VSLU
Applied Finance Valuation Lg Cap ETF
-$22.3M
0
-100%
建仓
VEU
Vanguard FTSE All-World ex-USA ETF
+$2.8M
49,391
减持
AVGO
Broadcom Limited
+$1.7M
29,074
-1%
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。
清仓
JHSC
JH/DFA Small Cap Multifactor ETF
-$1.6M
0
-100%
减持
GOOGL
Alphabet, Inc. Cl A
+$1.1M
57,444
-2%
建仓
VIG
Vanguard Div Appreciation ETF
+$970.8K
4,957
建仓
JBND
J P Morgan Active Bond ETF
+$890.9K
17,050
减持
AAPL
Apple, Inc
+$885.6K
72,068
-2%
减持
AMZN
Amazon.com
+$835.7K
27,603
-0%
清仓
IVV
iShares Core S&P 500 ETF
-$787.3K
0
-100%
减持
SGOL
ETFS Phys. Swiss Gold Shares
-$724.7K
447,404
-2%
清仓
MUNI
Pimco Intermediate Muni ETF
-$635.5K
0
-100%
减持
—
Exxon-Mobil
-$596.6K
13,406
-22%
减持
JNJ
Johnson & Johnson
-$575.2K
23,312
-5%
减持
NVDA
Nvidia Corp
-$560.1K
71,732
-1%
减持
NOBL
Proshares S&P 500 Div Aristocrats
-$532.3K
60,750
-3%
减持
AMGN
Amgen Inc
-$503.0K
8,004
-2%
清仓
FNDX
Sch Fundamental US Large Co ETF
-$458.0K
0
-100%
减持
PEP
Pepsico
-$448.1K
16,015
-6%
减持
MSFT
Microsoft Corp
-$431.2K
30,359
-2%
建仓
IBMR
iShares iBonds Dec 2029 Muni Bd ETF
+$374.7K
15,001
减持
LHX
L3Harris Technologies Inc
-$365.6K
8,775
-2%
增持
SCHM
Schwab Dow Jones US Mid-Cap ETF
+$350.5K
282,762
+5%
增持
DFAE
Dimensional Emerg Core Equity Mkt ETF
-$342.1K
347,586
+2%
减持
GOOG
Alphabet, Inc. Cl C
+$333.7K
15,374
-0%
减持
MRK
Merck & Co Inc
-$329.9K
51,020
-2%
减持
SCHX
Schwab Dow Jones US Large Cap ETF
+$326.8K
1,496,523
-0%
减持
LOW
Lowes Companies
-$320.5K
11,716
-2%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$299.1K
152,718
+5%
建仓
VEA
Vanguard FTSE Dev Mkt ETF
+$286.8K
5,997
减持
SCHG
Schwab Dow Jones US Large Growth ETF
+$286.7K
260,358
-1%
增持
SCHF
Schwab FTSE Developed ex-US ETF
-$278.9K
318,321
+2%
清仓
CTVA
Corteva Inc
-$268.8K
0
-100%
减持
RTX
RTX Corp.
-$267.6K
20,940
-2%
清仓
VLO
Valero Energy Corp.
-$262.5K
0
-100%
减持
IEMG
iShare Core MSCI Emerging Markets
-$254.1K
20,587
-12%
减持
—
Medtronic plc
-$250.0K
14,786
-6%
减持
—
iShares iBonds Dec 2025 Muni Bd ETF
-$248.0K
66,216
-12%
减持
SCHV
Schwab Dow Jones US Large Value ETF
-$238.9K
179,101
-2%
清仓
TDVG
T. Rowe Price Dividend Growth ETF
-$231.9K
0
-100%
减持
GE
General Electric
-$229.8K
2,835
-29%
清仓
DOW
Dow Chemical
-$223.2K
0
-100%
建仓
SHOP
Shopify Inc
+$220.1K
2,070
减持
NEE
NextEra Energy Inc.
-$217.4K
16,594
-2%
减持
JMUB
J.P. Morgan Municipal ETF
-$214.6K
83,724
-4%
清仓
SBUX
Starbucks Corp
-$207.6K
0
-100%
清仓
BDX
Becton Dickinson
-$207.4K
0
-100%
清仓
DEO
Diageo Plc
-$206.9K
0
-100%
增持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
-$205.7K
160,111
+1%
建仓
GPN
Global Payments, Inc.
+$204.4K
1,824
清仓
ALL
Allstate Corp
-$204.3K
0
-100%
清仓
PAYX
Paychex Inc
-$201.1K
0
-100%
增持
SCHD
Schwab Dow Jones US Div Eq ETF
-$199.1K
805,876
+3%
增持
EMR
Emerson Electric
+$193.2K
11,844
+1%
减持
SDY
SPDR S&P Dividend ETF
-$193.2K
20,233
-1%
减持
JPM
J P Morgan Chase & Co
+$180.6K
22,918
-3%
减持
MDLZ
Mondelez Intl Inc Cl A
-$176.7K
15,090
-3%
减持
CVS
CVS Health Corporation
-$172.5K
9,717
-8%
减持
LKQ
LKQ Corp
-$171.3K
7,273
-37%
减持
LLY
Lilly Eli & Co
-$170.2K
1,319
-1%
减持
CVX
ChevronTexaco Corp
-$169.2K
15,009
-4%
减持
QCOM
Qualcomm Corp
-$167.7K
8,290
-1%
减持
—
Du Pont E I De Nemours
-$166.0K
3,623
-31%
减持
PWR
Quanta Services Inc
-$163.8K
10,175
-6%
减持
STZ
Constellation Brands
-$159.5K
1,757
-24%
减持
CRM
Salesforce Com
+$147.0K
3,878
-1%
减持
GLD
SPDR Gold Shares
-$135.2K
11,164
-0%
减持
DHR
Danaher Corp
-$129.0K
4,328
-6%
减持
KLAC
KLA Tencor Corp
-$127.1K
1,097
-10%
增持
IBDU
iShares iBonds Dec 2029 Corp Bd ETF
+$124.4K
149,849
+5%
减持
REGN
Regeneron Pharm
-$123.2K
312
-16%
减持
VTV
Vanguard Value ETF
-$113.6K
7,252
-6%
增持
AMAT
Applied Materials
+$111.9K
4,436
+35%
减持
HPQ
Hewlett Packard
-$108.9K
22,413
-0%
减持
PEG
Public Svc Enterprise
-$103.4K
6,490
-10%
减持
XBI
SPDR S&P Biotech ETF
-$101.0K
10,751
-1%
减持
V
Visa, Inc.
+$97.3K
4,990
-4%
减持
VNQ
Vanguard REIT
-$96.4K
10,972
-2%
增持
SCHA
Schwab Dow Jones US Sm-Cap ETF
+$92.4K
182,481
+2%
减持
—
iShares iBonds Dec 2025 Corp Bd ETF
-$90.7K
39,918
-8%
减持
LMT
Lockheed Martin Corp
-$90.7K
1,236
-1%
减持
PLTR
Palantir Technologies Inc.
+$89.6K
4,404
-19%
减持
DIS
Disney Walt Co
+$89.4K
7,907
-4%
减持
VDC
Vanguard Consumer Staples ETF
-$89.2K
2,347
-14%
减持
ITW
Illinois Tool Works
-$87.7K
3,223
-9%
减持
CWI
SPDR MSCI Acwi Ex-US
-$80.8K
35,890
-2%
增持
TMO
Thermo Fisher Scientific
-$79.9K
2,490
+0%
增持
FPE
First Trust Preferred Sec & Inc ETF
+$78.3K
336,698
+3%
减持
BRK/B
Berkshire Hathaway B
-$78.2K
6,392
-2%
增持
META
Meta Platforms Cl A
+$73.8K
5,150
+1%
减持
VRTX
Vertex Pharmaceuticals
-$70.9K
730
-5%
减持
CSCO
Cisco Systems
+$70.5K
32,809
-3%
减持
ROP
Roper Technologies, Inc
-$66.8K
1,846
-2%
减持
TFC
Truist Finl Corp
-$66.0K
9,957
-13%
增持
CMC
Commercial Metals Co
-$65.1K
13,867
+0%
减持
PFE
Pfizer Inc
-$61.0K
17,435
-4%
增持
KO
Coca Cola
-$59.6K
13,554
+0%
减持
ORCL
Oracle Systems
-$58.3K
7,106
-1%
减持
PBE
Invesco Biotech & Genomics ETF
-$57.3K
10,872
-5%
减持
TGT
Target Corp
-$56.0K
2,528
-5%
减持
ABBV
AbbVie Inc
-$55.1K
3,885
-1%
减持
SOFI
SoFi Technologies ORD
+$52.7K
16,773
-9%
增持
UITB
VictoryShares Core Intermediate Bond ETF
+$52.4K
353,733
+2%
减持
FISV
Fiserv Inc
-$51.1K
12,858
-4%
减持
PG
Procter & Gamble Inc
-$49.7K
20,976
-0%
减持
TSN
Tyson Foods Inc
-$49.3K
6,524
-9%
增持
PANW
Palo Alto Networks Inc
-$48.7K
14,110
+95%
减持
MA
Mastercard Inc
+$48.2K
3,394
-1%
增持
GS
Goldman Sachs Group
+$43.5K
882
+0%
减持
BMY
Bristol Myers Squibb
+$41.6K
17,647
-3%
减持
SPY
SPDR S&P 500 ETF
-$40.0K
4,424
-2%
减持
GEV
Ge Vernova Llc Com
-$39.7K
757
-24%
减持
IVW
iShares S&P 500 Barra Gr. Fd.
-$39.0K
5,005
-11%
增持
KMI
Kinder Morgan Inc
+$39.0K
13,409
+1%
增持
VO
Vanguard Mid-Cap ETF
+$36.4K
13,119
+2%
减持
—
TE Connectivity Ltd
-$36.0K
1,400
-11%
减持
TSLA
Tesla Motors Inc
+$35.8K
801
-27%
增持
ADBE
Adobe Systems
-$35.6K
1,655
+3%
减持
VOO
Vanguard S&P 500 ETF
+$35.4K
12,711
-0%
减持
NKE
Nike Inc Class B
-$34.3K
4,818
-5%
增持
INTC
Intel Corp
-$32.6K
11,428
+0%
增持
INCY
Incyte Genomics Inc
+$30.8K
5,222
+4%
减持
TJX
TJX Cos Inc
-$30.5K
5,727
-9%
增持
DFAI
Dimensional International Core Equity Mkt ETF
-$29.9K
68,915
+3%
增持
VZ
Verizon Communications
-$29.4K
31,570
+2%
增持
IJH
iShares S&P Midcap 400 Index ETF
+$29.3K
66,566
+1%
减持
BAC
Bank Of America
+$28.8K
54,327
-2%
建仓
—
Credit Suisse Group 10/31/2025 1.500percent
+$28.0K
25,000
减持
ADP
Automatic Data Processing
+$27.1K
5,900
-1%
减持
VOE
Vanguard Mid Cap Value ETF
-$25.3K
1,756
-5%
增持
IJR
iShares S&P Smallcap 600 Index ETF
-$24.6K
26,156
+0%
增持
HACK
HACK- Cyber Security ETF
+$23.9K
5,669
+0%
增持
CFG
Citizens Financial Group
+$23.2K
22,343
+0%
增持
SKIN
Beauty Health Company CL A ORD
+$22.6K
71,144
+39%
增持
SCHB
Schwab Dow Jones US Broad Mkt ETF
+$21.8K
71,691
+0%
减持
COP
Conoco Phillips
-$21.2K
3,405
-2%
增持
IBDV
iShares iBonds Dec 2030 Corp Bd ETF
+$20.1K
20,532
+6%
增持
IBDW
iShares iBonds Ded 2031 Term Corp ETF
+$19.7K
16,000
+8%
减持
ZYXIQ
Zynex Inc
-$18.6K
11,215
-8%
减持
SCHZ
Schwab US AGG Bnd ETF
-$17.9K
16,450
-3%
增持
XLRE
Real Estate Sector SPDR
-$17.7K
5,901
+1%
增持
VBR
Vanguard Small-Cap Value ETF
-$16.5K
7,688
+0%
增持
VXUS
Vanguard Total International Stock
-$15.3K
5,107
+1%
减持
BX
Blackstone Group Lp
+$13.5K
6,184
-0%
减持
MUB
iShares S & P Nat'l AMT-Free Muni Bd
-$13.3K
5,123
-2%
增持
IBMO
iShares iBonds Dec 2026 Muni Bd ETF
-$12.7K
118,734
+0%
减持
IBM
International Business Machines
+$8.2K
10,280
-3%
增持
—
Tilray Inc
+$6.8K
26,150
+62%
增持
NIO
NIO, Inc.Adr
-$6.4K
12,023
+19%
增持
—
Oncolytics Biotech
-$5.9K
22,915
+4%
