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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 5
增持 45
减持 83
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
Alphabet, Inc. Cl A
+$3.3M
53,038
-3%
减持
AAPL
Apple, Inc
+$2.6M
59,087
-3%
减持
SCHX
Schwab Dow Jones US Large Cap ETF
+$2.4M
1,544,007
-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。
减持
VSLU
Applied Finance Valuation Lg Cap ETF
+$2.4M
688,156
-0%
增持
MUNI
PIMCO Intermediate Muni ETF
+$2.2M
108,175
+61%
减持
SGOL
ETFS Phys. Swiss Gold Shares
+$1.8M
406,451
-3%
减持
NVDA
Nvidia Corp
+$1.5M
58,924
-2%
增持
SCHD
Schwab Dow Jones US Div Eq ETF
+$1.2M
921,785
+2%
增持
UITB
VictoryShares Core Intermediate Bond ETF
+$1.0M
461,389
+4%
增持
DFAE
Dimensional Emerg Core Equity Mkt ETF
+$1.0M
350,866
+1%
增持
JMUB
J.P. Morgan Municipal ETF
+$907.6K
116,905
+16%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$897.9K
60,044
-25%
减持
GOOG
Alphabet, Inc. Cl C
+$862.3K
13,529
-1%
减持
AVGO
Broadcom Limited
+$734.4K
24,802
-8%
增持
FPE
First Trust Preferred Sec & Inc ETF
+$594.3K
405,771
+6%
增持
JHMM
J H Multifactor Mid Cap ETF
+$581.2K
102,472
+4%
减持
JNJ
Johnson & Johnson
+$524.3K
21,720
-5%
增持
FISV
Fiserv Inc
-$507.9K
12,514
+2%
减持
GLD
SPDR Gold Shares
+$500.4K
10,484
-1%
清仓
—
iShares iBonds Dec 2025 Muni Bond ETF
-$462.5K
0
-100%
减持
SCHG
Schwab Dow Jones US Large Growth ETF
+$460.7K
225,323
-2%
减持
VOO
Vanguard S&P 500 ETF
+$453.9K
12,579
-1%
增持
DFAI
Dimensional International Core Equity Mkt ETF
+$447.9K
115,035
+7%
清仓
—
iShares iBonds Dec 2025 Corp Bond ETF
-$447.4K
0
-100%
增持
RTX
RTX Corp.
+$444.8K
20,669
+0%
减持
ORCL
Oracle Systems
+$434.3K
7,108
-1%
减持
SCHF
Schwab FTSE Developed ex-US ETF
+$375.4K
328,868
-0%
建仓
CRWD
Crowdstrike Hldgs Inc
+$372.7K
760
清仓
SOFI
SoFi Technologies ORD
-$366.3K
0
-100%
清仓
TGT
Target Corp
-$348.3K
0
-100%
减持
IBM
International Business Machines
-$326.1K
8,875
-8%
清仓
LKQ
LKQ Corp
-$308.0K
0
-100%
增持
VEU
Vanguard FTSE All-World ex-USA ETF
+$288.2K
51,918
+2%
减持
PG
Procter & Gamble Inc
-$285.5K
17,763
-6%
增持
IBDW
iShares iBonds Dec 2031 Corp Bond ETF
+$285.2K
40,966
+48%
减持
ROP
Roper Technologies, Inc
-$282.1K
1,995
-11%
增持
IBDU
iShares iBonds Dec 2029 Corp Bond ETF
+$264.1K
174,944
+6%
建仓
JEPI
JPMorgan Equity Premium Income ETF
+$263.3K
4,611
减持
SCHA
Schwab Dow Jones US Sm-Cap ETF
+$256.0K
129,408
-2%
减持
IBMO
iShares iBonds Dec 2026 Muni Bond ETF
-$249.7K
96,059
-9%
增持
VO
Vanguard Mid-Cap ETF
+$238.0K
15,613
+0%
清仓
UBER
Uber Technologies Inc
-$232.7K
0
-100%
清仓
WYNN
Wynn Resorts
-$231.0K
0
-100%
减持
META
Meta Platforms Cl A
-$229.0K
5,065
-5%
增持
ABBV
AbbVie Inc
+$227.2K
4,220
+4%
建仓
PSX
Phillips 66
+$225.2K
1,656
减持
BAC
Bank Of America
+$225.1K
52,909
-0%
建仓
IBDX
iShares iBonds Dec 2032 Corp Bond ETF
+$216.8K
8,464
建仓
BNY
Bank of New York Mellon
+$213.5K
1,959
增持
KLAC
KLA Tencor Corp
+$212.9K
1,138
+1%
减持
LHX
L3Harris Technologies Inc
+$211.9K
7,507
-10%
减持
JPM
J P Morgan Chase & Co
+$206.9K
19,405
-5%
清仓
PAYX
Paychex Inc
-$203.6K
0
-100%
清仓
CTVA
Corteva Inc
-$203.2K
0
-100%
减持
ADBE
Adobe Systems
-$188.0K
1,768
-16%
增持
NEE
NextEra Energy Inc.
+$187.3K
18,177
+7%
减持
PLTR
Palantir Technologies Inc.
+$186.3K
4,635
-4%
减持
SCHV
Schwab Dow Jones US Large Value ETF
+$176.8K
157,737
-1%
清仓
SKIN
Beauty Health Company CL A ORD
-$174.1K
0
-100%
减持
SPY
SPDR S&P 500 ETF
+$172.8K
4,587
-2%
减持
LOW
Lowes Companies
+$164.6K
10,738
-6%
减持
PWR
Quanta Services Inc
+$161.2K
8,991
-5%
减持
IJR
iShares S&P Smallcap 600 Index ETF
+$160.2K
23,174
-2%
减持
CRM
Salesforce Com
-$156.7K
4,170
-1%
增持
IBMR
iShares iBonds Dec 2029 Muni Bond ETF
+$156.3K
22,342
+36%
减持
CFG
Citizens Financial Group
+$153.2K
19,485
-1%
减持
TSLA
Tesla Motors Inc
+$151.8K
1,202
-0%
减持
MSFT
Microsoft Corp
+$150.4K
27,068
-3%
增持
XLK
SPDR Technology Select Sector
+$147.9K
5,159
+0%
增持
GS
Goldman Sachs Group
+$144.1K
1,143
+6%
减持
IJH
iShares S&P Midcap 400 Index ETF
+$142.8K
66,126
-2%
减持
TMO
Thermo Fisher Scientific
+$138.0K
2,422
-5%
增持
BRK/B
Berkshire Hathaway B
+$136.8K
6,516
+1%
减持
MA
Mastercard Inc
-$134.7K
2,856
-9%
增持
AMAT
Applied Materials
+$127.4K
5,022
+2%
减持
KMI
Kinder Morgan Inc
-$126.0K
8,874
-31%
减持
TJX
TJX Cos Inc
+$122.1K
5,943
-0%
减持
BX
Blackstone Group Lp
+$115.9K
6,106
-2%
减持
MRK
Merck & Co Inc
+$115.1K
44,695
-3%
清仓
MLCO
MLCO
-$112.5K
0
-100%
减持
TFC
Truist Finl Corp
-$112.5K
5,032
-37%
减持
CMC
Commercial Metals Co
+$110.6K
13,325
-0%
增持
IBDV
iShares iBonds Dec 2030 Corp Bond ETF
+$110.2K
28,549
+20%
减持
QCOM
Qualcomm Corp
-$98.1K
7,442
-11%
减持
SCHB
Schwab Dow Jones US Broad Mkt ETF
+$95.8K
69,764
-2%
减持
JHSC
JH/DFA Small Cap Multifactor ETF
+$93.3K
35,710
-0%
减持
AMGN
Amgen Inc
-$90.9K
7,647
-5%
减持
SCHM
Schwab Dow Jones US Mid-Cap ETF
+$84.3K
149,815
-4%
减持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
+$82.9K
172,192
-2%
减持
VBR
Vanguard Small-Cap Value ETF
+$80.7K
6,664
-1%
清仓
SNDL
Sundial Growers Inc
-$77.9K
0
-100%
减持
MDLZ
Mondelez Intl Inc Cl A
-$71.5K
12,690
-1%
增持
—
Exxon-Mobil
+$71.4K
10,892
+2%
减持
IBDR
iShares iBonds Dec 2026 Corp Bond ETF
-$69.4K
17,685
-14%
减持
IBMP
iShares iBonds Dec 2027 Muni Bond ETF
-$69.0K
65,953
-4%
减持
PANW
Palo Alto Networks Inc
-$67.3K
13,795
-2%
增持
VXUS
Vanguard Total International Stock
+$65.5K
5,673
+12%
增持
BN
Brookfield Corp.
+$63.8K
5,025
+11%
增持
KO
Coca Cola
-$60.5K
13,693
+0%
增持
VLO
Valero Energy Corp.
+$57.7K
1,599
+0%
减持
IVV
iShares Core S&P 500 ETF
+$54.5K
1,383
-1%
增持
IBDT
iShares iBonds Dec 2028 Corp Bond ETF
+$51.4K
10,081
+24%
减持
VUG
Vanguard Growth ETF
-$50.8K
2,057
-13%
增持
DIS
Disney Walt Co
-$50.6K
8,405
+3%
增持
MTUM
iShares MSCI USA Momentum
+$49.8K
1,590
+7%
减持
BMY
Bristol Myers Squibb
-$48.4K
17,411
-3%
减持
VTV
Vanguard Value ETF
-$46.6K
4,683
-10%
减持
HPQ
Hewlett Packard
+$46.4K
23,528
-3%
增持
PYPL
Paypal Holdings, Inc.
-$45.9K
6,585
+0%
减持
VIG
Vanguard Div Appreciation ETF
+$45.8K
4,544
-1%
减持
CVS
CVS Health Corporation
+$43.6K
8,872
-2%
减持
EMR
Emerson Electric
-$43.2K
10,785
-1%
减持
COST
Costco Whsl Corp
-$42.7K
588
-1%
增持
XLE
Sector Spdr Engy Select
+$41.8K
3,619
+9%
清仓
NIO
NIO, Inc.Adr
-$41.2K
0
-100%
减持
IEMG
iShare Core MSCI Emerging Markets
+$40.7K
15,394
-5%
增持
V
Visa, Inc.
-$40.2K
4,708
+1%
减持
WMT
Wal-Mart Stores
+$37.4K
8,785
-1%
增持
VTI
Vanguard Total Stock Mkt ETF
+$37.2K
1,521
+0%
减持
VNQ
Vanguard REIT
-$37.1K
8,929
-7%
减持
—
Du Pont E I De Nemours
+$30.9K
3,367
-0%
增持
VRTX
Vertex Pharmaceuticals
-$30.3K
816
+4%
减持
PEG
Public Svc Enterprise
-$29.1K
5,617
-5%
清仓
ZYXIQ
Zynex Inc
-$28.9K
0
-100%
增持
COP
Conoco Phillips
+$28.0K
3,560
+3%
减持
PEP
Pepsico
+$25.6K
14,750
-5%
增持
QQQ
PowerShares QQQ ETF
+$24.9K
506
+0%
增持
MDY
S&P 400 Mid-Cap SPDR ETF
+$24.7K
681
+1%
减持
LLY
Lilly Eli & Co
-$24.6K
1,016
-1%
清仓
—
Clearside Biomedical Inc
-$24.1K
0
-100%
减持
DHR
Danaher Corp
-$22.0K
3,669
-3%
减持
CWI
SPDR MSCI Acwi Ex-US
+$19.9K
32,095
-5%
增持
PM
Philip Morris Intl Inc
-$19.8K
2,092
+6%
增持
CI
Cigna
-$19.6K
917
+7%
增持
VOE
Vanguard Mid Cap Value ETF
+$19.5K
1,777
+1%
清仓
BRTX
BioRestorative Therapies Inc
-$19.2K
0
-100%
减持
PFE
Pfizer Inc
+$19.0K
15,628
-0%
增持
AMZN
Amazon.com
+$18.3K
28,790
+0%
增持
LMT
Lockheed Martin Corp
+$18.2K
497
+0%
减持
VZ
Verizon Communications
+$17.8K
29,477
-0%
减持
IVW
iShares S&P 500 Barra Gr. Fd.
+$17.7K
4,159
-5%
清仓
—
Oncolytics Biotech
-$17.7K
0
-100%
减持
—
Medtronic plc
+$17.5K
12,961
-7%
减持
MCD
McDonalds Corp
-$16.2K
4,777
-5%
减持
FNDX
Sch Fundamental US Large Co ETF
-$16.0K
14,442
-10%
减持
CVX
ChevronTexaco Corp
+$14.8K
13,925
-7%
减持
—
Wells Fargo & Co 7.50pcnt Pfd
+$14.8K
292
-1%
增持
ABT
Abbott Labs
+$14.0K
5,097
+4%
减持
ITW
Illinois Tool Works
+$12.8K
2,963
-4%
减持
PBE
Invesco Biotech & Genomics ETF
+$11.5K
9,772
-7%
