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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 142 项
建仓 1
增持 64
减持 71
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
SCHM
Schwab Dow Jones US Mid-Cap ETF
-$3.5M
164,046
-42%
清仓
IBDU
iShares iBonds Dec 2029 Corp Bd ETF
-$3.4M
0
-100%
清仓
JNJ
Johnson & Johnson
-$3.4M
0
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。
-100%
清仓
IBMO
iShares iBonds Dec 2026 Muni Bd ETF
-$3.0M
0
-100%
减持
AAPL
Apple, Inc
-$2.9M
68,299
-5%
减持
NOBL
Proshares S&P 500 Div Aristocrats
-$2.7M
33,018
-46%
增持
UITB
VictoryShares Core Intermediate Bond ETF
+$2.7M
403,219
+14%
增持
SCHD
Schwab Dow Jones US Div Eq ETF
+$2.5M
878,549
+9%
减持
NVDA
Nvidia Corp
-$2.3M
67,598
-6%
减持
AVGO
Broadcom Limited
-$2.1M
27,484
-5%
减持
GOOGL
Alphabet, Inc. Cl A
-$2.1M
56,780
-1%
减持
SGOL
ETFS Phys. Swiss Gold Shares
+$1.8M
437,729
-2%
减持
MSFT
Microsoft Corp
-$1.7M
29,553
-3%
减持
SCHG
Schwab Dow Jones US Large Growth ETF
-$1.3M
238,114
-9%
减持
SCHA
Schwab Dow Jones US Sm-Cap ETF
-$1.1M
154,216
-15%
增持
DFAI
Dimensional International Core Equity Mkt ETF
+$992.9K
96,230
+40%
清仓
DIS
Disney Walt Co
-$880.5K
0
-100%
减持
MRK
Merck & Co Inc
-$858.2K
46,985
-8%
增持
AMZN
Amazon.com
-$716.9K
28,061
+2%
增持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
+$709.7K
169,642
+6%
减持
PWR
Quanta Services Inc
-$705.7K
9,875
-3%
增持
VO
Vanguard Mid-Cap ETF
+$695.0K
16,086
+23%
减持
GOOG
Alphabet, Inc. Cl C
-$631.4K
14,699
-4%
增持
SCHF
Schwab FTSE Developed ex-US ETF
+$617.6K
328,943
+3%
减持
—
iShares iBonds Dec 2025 Muni Bond ETF
-$595.2K
43,631
-34%
增持
BRK/B
Berkshire Hathaway B
+$559.6K
6,491
+2%
减持
JBND
J P Morgan Active Bond ETF
-$520.2K
6,925
-59%
增持
VTEB
Vanguard Tax-Exempt Bond ETF
+$443.3K
163,222
+7%
增持
AMGN
Amgen Inc
+$432.9K
8,085
+1%
减持
GLD
SPDR Gold Shares
+$410.5K
10,806
-3%
减持
LMT
Lockheed Martin Corp
-$379.8K
494
-60%
清仓
IBMR
iShares iBonds Dec 2029 Muni Bd ETF
-$374.7K
0
-100%
增持
CVX
ChevronTexaco Corp
+$346.4K
15,066
+0%
增持
ROP
Roper Technologies, Inc
+$339.2K
2,203
+19%
减持
STZ
Constellation Brands
-$333.3K
300
-83%
减持
RTX
RTX Corp.
+$329.8K
20,784
-1%
增持
SCHX
Schwab Dow Jones US Large Cap ETF
-$310.0K
1,557,037
+4%
减持
IJR
iShares S&P Smallcap 600 Index ETF
-$300.2K
25,949
-1%
减持
SCHV
Schwab Dow Jones US Large Value ETF
-$299.6K
164,393
-8%
减持
IBM
International Business Machines
+$274.1K
10,190
-1%
增持
FPE
First Trust Preferred Sec & Inc ETF
+$261.6K
353,676
+5%
减持
XBI
SPDR S&P Biotech ETF
-$232.2K
9,076
-16%
增持
IBMQ
iShares iBonds Dec 2028 Muni Bond ETF
+$229.2K
48,256
+23%
减持
VUG
Vanguard Growth ETF
-$226.5K
3,955
-4%
减持
VBR
Vanguard Small-Cap Value ETF
-$219.7K
6,999
-9%
减持
LOW
Lowes Companies
-$209.5K
11,499
-2%
增持
BX
Blackstone Group Lp
-$200.6K
6,193
+0%
减持
CVS
CVS Health Corporation
+$197.8K
9,359
-4%
减持
XLK
SPDR Technology Select Sector
-$174.5K
4,923
-4%
增持
ORCL
Oracle Systems
-$174.0K
7,225
+2%
增持
IJH
iShares S&P Midcap 400 Index ETF
-$172.6K
68,126
+2%
增持
VEU
Vanguard FTSE All-World ex-USA ETF
+$169.0K
49,531
+0%
增持
—
Exxon-Mobil
+$160.9K
13,479
+1%
增持
CRM
Salesforce Com
-$155.1K
4,254
+10%
增持
ABBV
AbbVie Inc
+$155.0K
4,035
+4%
减持
—
iShares iBonds Dec 2025 Corp Bond ETF
-$148.5K
33,854
-15%
减持
HD
Home Depot
-$145.6K
4,915
-2%
减持
CFG
Citizens Financial Group
-$143.8K
20,353
-9%
增持
PANW
Palo Alto Networks Inc
-$138.4K
14,235
+1%
减持
BAC
Bank Of America
-$133.2K
54,024
-1%
减持
DFAE
Dimensional Emerg Core Equity Mkt ETF
-$128.9K
335,627
-3%
减持
VZ
Verizon Communications
+$126.4K
30,619
-3%
减持
SPY
SPDR S&P 500 ETF
-$125.7K
4,410
-0%
减持
DHR
Danaher Corp
-$125.5K
4,234
-2%
增持
NEE
NextEra Energy Inc.
+$123.0K
18,516
+12%
减持
FISV
Fiserv Inc
+$119.7K
12,503
-3%
减持
IEMG
iShare Core MSCI Emerging Markets
-$117.1K
17,750
-14%
减持
GPN
Global Payments, Inc.
-$114.7K
916
-50%
增持
MCD
McDonalds Corp
+$113.6K
5,044
+0%
增持
JMUB
J.P. Morgan Municipal ETF
+$111.6K
86,207
+3%
减持
—
Medtronic plc
+$110.1K
14,369
-3%
增持
IBDV
iShares iBonds Dec 2030 Corp Bond ETF
+$103.5K
24,955
+22%
增持
VOO
Vanguard S&P 500 ETF
+$100.7K
13,522
+6%
减持
JPM
J P Morgan Chase & Co
-$99.6K
21,989
-4%
增持
BMY
Bristol Myers Squibb
+$97.8K
17,969
+2%
增持
ABT
Abbott Labs
+$97.5K
4,906
+0%
减持
SCHB
Schwab Dow Jones US Broad Mkt ETF
-$96.8K
71,091
-1%
减持
IVW
iShares S&P 500 Barra Gr. Fd.
-$94.9K
4,452
-11%
增持
AMT
American Tower Corp
+$92.9K
2,172
+5%
减持
SDY
SPDR S&P Dividend ETF
-$89.5K
19,039
-6%
减持
V
Visa, Inc.
+$85.9K
4,745
-5%
增持
META
Meta Platforms Cl A
+$85.6K
5,380
+4%
增持
ADBE
Adobe Systems
+$84.4K
2,139
+29%
增持
CWI
SPDR MSCI Acwi Ex-US
+$79.4K
36,584
+2%
减持
CMC
Commercial Metals Co
-$78.7K
13,239
-5%
增持
LKQ
LKQ Corp
+$75.6K
8,059
+11%
增持
VRTX
Vertex Pharmaceuticals
+$75.0K
761
+4%
减持
INCY
Incyte Genomics Inc
-$73.9K
4,737
-9%
减持
MDLZ
Mondelez Intl Inc Cl A
+$73.3K
14,365
-5%
减持
PEP
Pepsico
-$71.9K
15,762
-2%
增持
TSN
Tyson Foods Inc
+$70.4K
6,976
+7%
减持
MDY
S&P 400 Mid-Cap SPDR ETF
-$69.9K
673
-11%
减持
D
Dominion Res Inc Va
-$69.0K
2,900
-33%
增持
KLAC
KLA Tencor Corp
+$67.7K
1,116
+2%
增持
HPQ
Hewlett Packard
-$66.4K
24,014
+7%
减持
VIG
Vanguard Div Appreciation ETF
-$65.4K
4,667
-6%
减持
LHX
L3Harris Technologies Inc
-$61.5K
8,522
-3%
减持
UNP
Union Pacific Corp
+$60.2K
9,425
-1%
增持
TSLA
Tesla Motors Inc
-$59.1K
1,020
+27%
增持
NKE
Nike Inc Class B
-$58.7K
4,819
+0%
减持
ADP
Automatic Data Processing
+$55.7K
5,835
-1%
减持
CSCO
Cisco Systems
+$55.6K
32,375
-1%
增持
GS
Goldman Sachs Group
+$50.3K
1,016
+15%
减持
TFC
Truist Finl Corp
-$48.6K
9,316
-6%
增持
IBDW
iShares iBonds Dec 2031 Corp Bond ETF
+$47.4K
17,973
+12%
增持
TGT
Target Corp
-$47.0K
2,824
+12%
增持
IBDS
iShares iBonds Dec 2027 Corp Bond ETF
+$44.0K
17,383
+11%
减持
PEG
Public Svc Enterprise
-$41.2K
6,162
-5%
增持
MMM
3M Company
+$40.9K
2,296
+0%
减持
REGN
Regeneron Pharm
-$40.2K
287
-8%
增持
SOFI
SoFi Technologies ORD
-$38.9K
18,868
+12%
增持
VEA
Vanguard FTSE Dev Mkt ETF
+$38.4K
6,397
+7%
减持
MA
Mastercard Inc
+$38.2K
3,330
-2%
减持
PLTR
Palantir Technologies Inc.
+$32.1K
4,327
-2%
减持
ITW
Illinois Tool Works
-$29.0K
3,178
-1%
清仓
—
Credit Suisse Group 10/31/2025 1.500percent
-$28.0K
0
-100%
增持
TJX
TJX Cos Inc
+$27.0K
5,902
+3%
减持
PFE
Pfizer Inc
-$26.4K
17,213
-1%
增持
COST
Costco Whsl Corp
+$24.9K
593
+1%
减持
IBDR
iShares iBonds Dec 2026 Corp Bond ETF
-$24.2K
19,609
-5%
增持
IWM
iShares Russell 2000 Index Fund ETF
+$23.9K
1,563
+20%
减持
LLY
Lilly Eli & Co
-$23.0K
1,205
-9%
增持
VNQ
Vanguard REIT
+$21.4K
11,031
+1%
增持
KMI
Kinder Morgan Inc
+$17.7K
13,500
+1%
增持
TSM
Taiwan Semiconductr Adrf
-$16.0K
1,291
+11%
增持
INTU
Intuit Inc.
+$15.9K
640
+7%
减持
XLRE
Real Estate Sector SPDR
-$15.4K
5,367
-9%
建仓
JFIN
Jiayin Group Inc
+$13.7K
1,000
减持
VXUS
Vanguard Total International Stock
+$13.4K
5,062
-1%
增持
QCOM
Qualcomm Corp
+$11.2K
8,364
+1%
增持
TMO
Thermo Fisher Scientific
-$10.6K
2,582
+4%
增持
AMAT
Applied Materials
+$9.1K
5,034
+13%
减持
MTUM
iShares MSCI USA Momentum
-$8.8K
1,489
-1%
减持
VTV
Vanguard Value ETF
+$8.1K
7,155
-1%
增持
HACK
HACK- Cyber Security ETF
-$7.4K
5,779
+2%
增持
MUB
iShares S & P Nat'l AMT-Free Muni Bd
-$5.6K
5,124
+0%
增持
—
Wells Fargo & Co 7.50pcnt Pfd
+$5.1K
291
+1%
减持
PG
Procter & Gamble Inc
-$3.4K
20,615
-2%
增持
WMT
Wal-Mart Stores
-$2.9K
12,426
+3%
增持
GEV
Ge Vernova Llc Com
-$2.6K
807
+7%
增持
VOE
Vanguard Mid Cap Value ETF
-$293
1,768
+1%
减持
SCHZ
Schwab US AGG Bnd ETF
-$224
16,114
-2%
