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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 28
增持 40
减持 74
清仓 8
方向
标的
Δ市值
现股数(环比)
建仓
VSLU
Applied Finance Valuation Lg Cap ETF
+$27.0M
688,643
建仓
JHMM
J H Multifactor Mid Cap ETF
+$6.0M
98,932
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$4.2M
79,631
-51%
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
SCHX
Schwab Dow Jones US Large Cap ETF
+$3.9M
1,564,224
+0%
建仓
IBDU
iShares iBonds Dec 2029 Corp Bond ETF
+$3.8M
164,675
建仓
JNJ
Johnson & Johnson
+$3.5M
22,934
建仓
MUNI
PIMCO Intermediate Muni ETF
+$3.5M
67,285
减持
AVGO
Broadcom Limited
+$2.8M
27,020
-2%
减持
MSFT
Microsoft Corp
+$2.8M
27,883
-6%
建仓
IBMO
iShares iBonds Dec 2026 Muni Bond ETF
+$2.7M
105,943
减持
AAPL
Apple, Inc
-$2.7M
60,853
-11%
减持
NVDA
Nvidia Corp
+$2.2M
60,009
-11%
增持
UITB
VictoryShares Core Intermediate Bond ETF
+$2.0M
443,544
+10%
建仓
JHSC
JH/DFA Small Cap Multifactor ETF
+$1.4M
35,882
增持
DFAE
Dimensional Emerg Core Equity Mkt ETF
+$1.4M
346,996
+3%
减持
PWR
Quanta Services Inc
+$1.1M
9,429
-5%
建仓
DIS
Disney Walt Co
+$1.0M
8,168
增持
AMZN
Amazon.com
+$964.1K
28,730
+2%
增持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
+$948.1K
176,397
+4%
建仓
IVV
iShares Core S&P 500 ETF
+$871.1K
1,403
减持
META
Meta Platforms Cl A
+$847.4K
5,350
-1%
减持
GOOGL
Alphabet, Inc. Cl A
+$823.3K
54,496
-4%
建仓
IBMS
iShares iBonds Dec 2030 Muni Bond ETF
+$795.9K
31,016
增持
SCHF
Schwab FTSE Developed ex-US ETF
+$774.1K
329,440
+0%
减持
SCHG
Schwab Dow Jones US Large Growth ETF
+$767.0K
230,380
-3%
增持
DFAI
Dimensional International Core Equity Mkt ETF
+$728.4K
108,003
+12%
减持
—
iShares iBonds Dec 2025 Muni Bond ETF
-$704.6K
17,280
-60%
增持
JMUB
J.P. Morgan Municipal ETF
+$682.3K
100,576
+17%
减持
FISV
Fiserv Inc
-$639.7K
12,304
-2%
减持
NOBL
Proshares S&P 500 Div Aristocrats
-$636.8K
27,180
-18%
增持
SCHD
Schwab Dow Jones US Div Eq ETF
-$625.9K
903,333
+3%
增持
FPE
First Trust Preferred Sec & Inc ETF
+$585.8K
382,411
+8%
减持
MRK
Merck & Co Inc
-$581.2K
45,934
-2%
减持
ORCL
Oracle Systems
+$554.7K
7,158
-1%
清仓
MUB
iShares S & P Nat'l AMT-Free Muni Bd
-$540.3K
0
-100%
减持
JPM
J P Morgan Chase & Co
+$519.9K
20,399
-7%
减持
PG
Procter & Gamble Inc
-$498.4K
18,923
-8%
建仓
VTI
Vanguard Total Stock Mkt ETF
+$462.0K
1,520
减持
PANW
Palo Alto Networks Inc
+$447.2K
14,055
-1%
减持
—
Exxon-Mobil
-$446.3K
10,731
-20%
减持
VUG
Vanguard Growth ETF
-$429.4K
2,366
-40%
增持
SPY
SPDR S&P 500 ETF
+$415.8K
4,666
+6%
建仓
IBMR
iShares iBonds Dec 2029 Muni Bond ETF
+$414.1K
16,414
增持
VEU
Vanguard FTSE All-World ex-USA ETF
+$412.7K
50,836
+3%
减持
—
iShares iBonds Dec 2025 Corp Bond ETF
-$404.0K
17,768
-48%
建仓
FNDX
Sch Fundamental US Large Co ETF
+$395.9K
16,131
建仓
CIBR
First Trust NASDAQ Cybersecurity ETF
+$388.3K
5,138
减持
CVX
ChevronTexaco Corp
-$372.7K
14,998
-0%
建仓
ILDR
First Trust Innovation Leaders ETF
+$321.4K
10,919
减持
BRK/B
Berkshire Hathaway B
-$317.9K
6,462
-0%
减持
PEP
Pepsico
-$317.5K
15,494
-2%
减持
VTV
Vanguard Value ETF
-$316.0K
5,205
-27%
清仓
SPLV
Invesco S&P 500 Low Volatility ETF
-$301.0K
0
-100%
减持
VOO
Vanguard S&P 500 ETF
+$299.8K
12,762
-6%
减持
LHX
L3Harris Technologies Inc
+$297.1K
8,296
-3%
减持
IBM
International Business Machines
+$296.3K
9,601
-6%
增持
PLTR
Palantir Technologies Inc.
+$294.0K
4,836
+12%
增持
XLK
SPDR Technology Select Sector
+$289.6K
5,158
+5%
建仓
BN
Brookfield Corp.
+$280.8K
4,540
建仓
QQQ
PowerShares QQQ ETF
+$278.7K
505
建仓
ET
Energy Transfer Equity
+$271.3K
14,965
减持
AMGN
Amgen Inc
-$270.0K
8,055
-0%
增持
BMY
Bristol Myers Squibb
-$262.4K
18,008
+0%
减持
RTX
RTX Corp.
+$260.7K
20,639
-1%
减持
SCHA
Schwab Dow Jones US Sm-Cap ETF
-$258.8K
132,589
-14%
增持
KLAC
KLA Tencor Corp
+$255.1K
1,132
+1%
减持
BAC
Bank Of America
+$250.0K
52,926
-2%
减持
TMO
Thermo Fisher Scientific
-$248.0K
2,557
-1%
建仓
—
Johnson Controls PLC
+$242.9K
2,300
建仓
UBER
Uber Technologies Inc
+$232.7K
2,494
减持
WMT
Wal-Mart Stores
-$222.9K
8,877
-29%
建仓
VLO
Valero Energy Corp.
+$214.6K
1,596
清仓
TSM
Taiwan Semiconductr Adrf
-$214.3K
0
-100%
增持
IBDW
iShares iBonds Dec 2031 Corp Bond ETF
+$211.1K
27,761
+54%
增持
GS
Goldman Sachs Group
+$211.1K
1,083
+7%
减持
CSCO
Cisco Systems
+$209.9K
31,821
-2%
建仓
—
Trane Technologies PLC
+$207.8K
475
建仓
IBDT
iShares iBonds Dec 2028 Corp Bond ETF
+$205.9K
8,099
建仓
DUK
Duke Energy
+$205.8K
1,744
建仓
PAYX
Paychex Inc
+$203.6K
1,400
建仓
COF
Capital One Financial
+$203.6K
957
建仓
CTVA
Corteva Inc
+$203.2K
2,726
建仓
IGM
iShares - Expanded Tech. Sector Index
+$202.2K
1,800
清仓
SHOP
Shopify Inc
-$197.6K
0
-100%
减持
IJH
iShares S&P Midcap 400 Index ETF
+$197.5K
67,278
-1%
减持
LLY
Lilly Eli & Co
-$195.4K
1,026
-15%
减持
VO
Vanguard Mid-Cap ETF
+$187.9K
15,538
-3%
清仓
REGN
Regeneron Pharm
-$182.1K
0
-100%
减持
AMAT
Applied Materials
+$170.4K
4,921
-2%
增持
SCHB
Schwab Dow Jones US Broad Mkt ETF
+$167.3K
71,248
+0%
清仓
D
Dominion Res Inc Va
-$162.6K
0
-100%
减持
EMR
Emerson Electric
+$159.4K
10,935
-8%
减持
SGOL
ETFS Phys. Swiss Gold Shares
+$150.7K
418,637
-4%
减持
SCHZ
Schwab US AGG Bnd ETF
-$150.6K
9,578
-41%
减持
LOW
Lowes Companies
-$147.9K
11,421
-1%
增持
SOFI
SoFi Technologies ORD
+$146.9K
20,118
+7%
减持
VNQ
Vanguard REIT
-$145.3K
9,583
-13%
增持
PYPL
Paypal Holdings, Inc.
+$140.1K
6,560
+23%
减持
GOOG
Alphabet, Inc. Cl C
+$136.3K
13,714
-7%
减持
GEV
Ge Vernova Llc Com
+$134.6K
720
-11%
减持
NEE
NextEra Energy Inc.
-$127.8K
17,067
-8%
减持
IJR
iShares S&P Smallcap 600 Index ETF
-$119.9K
23,732
-9%
增持
INTU
Intuit Inc.
+$119.1K
650
+2%
减持
DHR
Danaher Corp
-$118.5K
3,794
-10%
增持
TSLA
Tesla Motors Inc
+$118.4K
1,205
+18%
减持
GLD
SPDR Gold Shares
+$112.7K
10,584
-2%
减持
VZ
Verizon Communications
-$111.1K
29,530
-4%
减持
MDLZ
Mondelez Intl Inc Cl A
-$110.4K
12,815
-11%
减持
MCD
McDonalds Corp
-$107.8K
5,024
-0%
减持
UNP
Union Pacific Corp
-$103.5K
9,227
-2%
增持
STT
State Street Boston Corp
+$102.0K
6,011
+0%
增持
ABBV
AbbVie Inc
-$95.5K
4,040
+0%
清仓
GPN
Global Payments, Inc.
-$89.7K
0
-100%
减持
GE
General Electric
+$87.1K
2,543
-10%
增持
SKIN
Beauty Health Company CL A ORD
+$78.8K
91,144
+28%
减持
—
Medtronic plc
-$74.3K
13,960
-3%
减持
IVW
iShares S&P 500 Barra Gr. Fd.
+$71.1K
4,399
-1%
增持
HPQ
Hewlett Packard
-$70.7K
24,294
+1%
减持
MA
Mastercard Inc
-$65.8K
3,131
-6%
增持
BX
Blackstone Group Lp
+$61.7K
6,200
+0%
减持
SCHM
Schwab Dow Jones US Mid-Cap ETF
+$58.2K
155,302
-5%
减持
PFE
Pfizer Inc
-$56.9K
15,645
-9%
清仓
STZ
Constellation Brands
-$55.1K
0
-100%
增持
TGT
Target Corp
+$53.6K
3,531
+25%
减持
JBND
J P Morgan Active Bond ETF
-$53.1K
5,925
-14%
增持
TSN
Tyson Foods Inc
-$52.8K
7,013
+1%
增持
VEA
Vanguard FTSE Dev Mkt ETF
+$52.1K
6,617
+3%
增持
QCOM
Qualcomm Corp
+$51.4K
8,390
+0%
增持
PM
Philip Morris Intl Inc
+$49.6K
1,972
+1%
增持
COP
Conoco Phillips
-$48.9K
3,440
+1%
减持
CFG
Citizens Financial Group
+$48.8K
19,725
-3%
减持
—
AON Corp
-$47.7K
1,041
-1%
减持
IBMP
iShares iBonds Dec 2027 Muni Bond ETF
-$45.6K
68,999
-3%
减持
SCHV
Schwab Dow Jones US Large Value ETF
+$45.3K
159,555
-3%
增持
INCY
Incyte Genomics Inc
+$44.5K
4,865
+3%
增持
CMC
Commercial Metals Co
+$43.6K
13,345
+1%
减持
HD
Home Depot
-$43.1K
4,796
-2%
减持
TFC
Truist Finl Corp
-$40.8K
7,968
-14%
减持
—
Du Pont E I De Nemours
-$39.1K
3,374
-7%
增持
VXUS
Vanguard Total International Stock
+$36.9K
5,083
+0%
增持
NKE
Nike Inc Class B
+$36.6K
4,821
+0%
增持
LKQ
LKQ Corp
-$34.8K
8,323
+3%
减持
XLE
Sector Spdr Engy Select
-$31.6K
3,319
-1%
减持
VIG
Vanguard Div Appreciation ETF
+$29.4K
4,567
-2%
减持
ITW
Illinois Tool Works
-$28.4K
3,073
-3%
减持
MPLX
MPLX LP
-$27.0K
8,100
-2%
减持
IBDS
iShares iBonds Dec 2027 Corp Bond ETF
-$24.8K
16,297
-6%
减持
XBI
SPDR S&P Biotech ETF
-$24.4K
8,581
-5%
增持
IBDR
iShares iBonds Dec 2026 Corp Bond ETF
+$24.4K
20,581
+5%
减持
WFC
Wells Fargo & Company
+$23.6K
3,906
-3%
