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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 13
增持 73
减持 59
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
Alphabet, Inc. Cl A
+$3.5M
52,526
-1%
增持
VSLU
Applied Finance Valuation Lg Cap ETF
+$1.8M
704,543
+2%
减持
IBMO
iShares iBonds Dec 2026 Muni Bond ETF
-$1.3M
45,639
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。
-52%
增持
DFAE
Dimensional Emerg Core Equity Mkt ETF
+$1.3M
378,225
+8%
减持
MSFT
Microsoft Corp
-$1.1M
26,658
-2%
减持
FISV
Fiserv Inc
-$1.1M
7,392
-41%
增持
SCHD
Schwab Dow Jones US Div Eq ETF
+$1.0M
955,038
+4%
增持
UITB
VictoryShares Core Intermediate Bond ETF
+$948.7K
483,034
+5%
减持
GOOG
Alphabet, Inc. Cl C
+$901.8K
13,374
-1%
减持
AAPL
Apple, Inc
+$806.5K
58,309
-1%
增持
FPE
First Trust Preferred Sec & Inc ETF
+$789.2K
449,530
+11%
减持
IBMP
iShares iBonds Dec 2027 Muni Bond ETF
-$759.4K
36,265
-45%
建仓
BRK/A
Berkshire Hathaway Inc A
+$754.8K
1
减持
SCHX
Schwab Dow Jones US Large Cap ETF
+$729.9K
1,538,425
-0%
增持
—
Exxon-Mobil
+$687.9K
15,922
+46%
减持
ORCL
Oracle Systems
-$687.8K
6,728
-5%
减持
SDY
SPDR S&P Dividend ETF
-$674.0K
13,681
-26%
减持
IBMQ
iShares iBonds Dec 2028 Muni Bond ETF
-$660.2K
22,563
-53%
减持
MRK
Merck & Co Inc
-$654.5K
29,420
-34%
减持
SGOL
ETFS Phys. Swiss Gold Shares
+$641.4K
379,816
-7%
建仓
PYLD
PIMCO Multisector Bond Active ETF
+$588.2K
22,046
增持
DFAI
Dimensional International Core Equity Mkt ETF
+$567.0K
124,601
+8%
增持
MUNI
PIMCO Intermediate Muni ETF
+$559.1K
118,574
+10%
建仓
TDVG
T. Rowe Price Dividend Growth ETF
+$551.5K
12,264
增持
JNJ
Johnson & Johnson
+$546.4K
22,101
+2%
增持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
+$505.8K
176,632
+3%
减持
HD
Home Depot
-$472.2K
4,275
-11%
增持
SCHF
Schwab FTSE Developed ex-US ETF
+$467.7K
337,928
+3%
增持
GE
General Electric
+$467.2K
4,000
+57%
增持
AMZN
Amazon.com
+$459.6K
29,378
+2%
增持
GLD
SPDR Gold Shares
+$447.6K
10,533
+0%
减持
META
Meta Platforms Cl A
-$403.8K
5,023
-1%
增持
AMGN
Amgen Inc
+$402.6K
7,823
+2%
建仓
IBMT
iShares iBonds Dec 2031 Term Muni Bd ETF
+$393.1K
15,148
减持
VTV
Vanguard Value ETF
-$390.4K
2,528
-46%
减持
NVDA
Nvidia Corp
-$386.8K
56,875
-3%
增持
RTX
RTX Corp.
+$361.7K
20,830
+1%
减持
UNP
Union Pacific Corp
-$340.4K
7,958
-14%
增持
JHMM
J H Multifactor Mid Cap ETF
+$325.7K
106,210
+4%
建仓
AVUV
Avantis US Small Cap Value ETF
+$321.2K
3,150
增持
JMUB
J.P. Morgan Municipal ETF
+$313.3K
123,040
+5%
建仓
A
Agilent Technologies
+$311.2K
2,287
增持
BAC
Bank Of America
+$298.9K
55,064
+4%
建仓
CTVA
Corteva Inc
+$293.2K
4,374
增持
CSCO
Cisco Systems
+$286.2K
32,349
+0%
清仓
CARR
Carrier Global Corp
-$279.4K
0
-100%
清仓
CI
Cigna
-$264.3K
0
-100%
建仓
JMST
JPMorgan Ultra-Short Municipal Inc ETF
+$256.6K
5,036
减持
VDC
Vanguard Consumer Staples ETF
-$251.9K
1,182
-50%
清仓
—
Unilever Plc Adr New
-$250.0K
0
-100%
建仓
UL
Unilever Plc Adr New
+$244.9K
3,745
增持
KLAC
KLA Tencor Corp
+$240.7K
1,208
+6%
增持
GEV
Ge Vernova Llc Com
+$238.9K
1,043
+45%
增持
PANW
Palo Alto Networks Inc
-$238.4K
13,955
+1%
建仓
VWO
Vanguard Emerging Mkt Fd ETF
+$237.8K
4,423
增持
CVX
ChevronTexaco Corp
+$236.1K
15,737
+13%
建仓
VT
Vanguard Total World ETF
+$226.2K
1,604
建仓
ALL
Allstate Corp
+$224.8K
1,080
减持
AMAT
Applied Materials
+$224.1K
4,873
-3%
减持
ADP
Automatic Data Processing
-$221.9K
5,795
-1%
增持
MS
Morgan Stanley Group
+$220.8K
3,328
+43%
减持
PG
Procter & Gamble Inc
-$218.7K
17,519
-1%
建仓
TGT
Target Corp
+$215.5K
2,204
增持
CVS
CVS Health Corporation
+$214.4K
11,130
+25%
减持
TMO
Thermo Fisher Scientific
+$214.3K
2,397
-1%
减持
ADBE
Adobe Systems
-$208.9K
1,185
-33%
清仓
PPG
PPG Inds Inc
-$201.8K
0
-100%
清仓
—
Trane Technologies PLC
-$200.4K
0
-100%
增持
XBI
SPDR S&P Biotech ETF
+$192.7K
8,632
+1%
增持
IBM
International Business Machines
+$191.4K
9,100
+3%
增持
BMY
Bristol Myers Squibb
+$175.1K
17,804
+2%
减持
VOO
Vanguard S&P 500 ETF
+$174.4K
12,561
-0%
减持
AVGO
Broadcom Limited
-$167.4K
23,158
-7%
增持
IBDU
iShares iBonds Dec 2029 Corp Bond ETF
+$165.2K
182,489
+4%
增持
SCHM
Schwab Dow Jones US Mid-Cap ETF
+$161.1K
153,029
+2%
增持
BRK/B
Berkshire Hathaway B
+$157.7K
6,831
+5%
减持
VZ
Verizon Communications
-$156.1K
27,976
-5%
减持
MDLZ
Mondelez Intl Inc Cl A
-$155.2K
11,843
-7%
减持
CMC
Commercial Metals Co
+$154.7K
13,262
-0%
减持
VO
Vanguard Mid-Cap ETF
-$148.1K
15,292
-2%
增持
PBE
Invesco Biotech & Genomics ETF
+$144.5K
10,070
+3%
增持
IBDW
iShares iBonds Dec 2031 Corp Bond ETF
+$144.0K
47,908
+17%
增持
TJX
TJX Cos Inc
+$142.3K
6,519
+10%
增持
DHR
Danaher Corp
+$134.7K
3,766
+3%
减持
PLTR
Palantir Technologies Inc.
-$130.6K
4,022
-13%
增持
IBMS
iShares iBonds Dec 2030 Muni Bond ETF
+$125.0K
35,838
+16%
增持
V
Visa, Inc.
+$121.5K
4,930
+5%
增持
CRM
Salesforce Com
+$119.4K
4,181
+0%
增持
COF
Capital One Financial
+$118.2K
1,327
+39%
减持
IBDR
iShares iBonds Dec 2026 Corp Bond ETF
-$115.1K
12,987
-27%
增持
NEE
NextEra Energy Inc.
+$108.8K
18,447
+1%
减持
PYPL
Paypal Holdings, Inc.
-$108.5K
5,706
-13%
减持
VOE
Vanguard Mid Cap Value ETF
-$108.3K
1,139
-36%
增持
TSN
Tyson Foods Inc
+$101.4K
8,337
+17%
增持
GS
Goldman Sachs Group
+$99.3K
1,149
+1%
增持
BX
Blackstone Group Lp
-$99.1K
6,125
+0%
减持
COP
Conoco Phillips
-$96.8K
2,563
-28%
减持
VTEB
Vanguard Tax-Exempt Bond ETF
-$94.3K
57,906
-4%
增持
HPQ
Hewlett Packard
-$92.2K
24,616
+5%
减持
JPM
J P Morgan Chase & Co
+$91.7K
19,280
-1%
增持
PSX
Phillips 66
+$85.6K
2,409
+45%
增持
PWR
Quanta Services Inc
+$81.8K
9,022
+0%
增持
KO
Coca Cola
+$77.9K
14,105
+3%
减持
SCHG
Schwab Dow Jones US Large Growth ETF
+$75.8K
222,742
-1%
减持
CFG
Citizens Financial Group
+$74.8K
19,015
-2%
增持
IBDV
iShares iBonds Dec 2030 Corp Bond ETF
+$73.5K
31,983
+12%
减持
WMT
Wal-Mart Stores
+$71.0K
8,764
-0%
增持
LOW
Lowes Companies
-$68.7K
10,905
+2%
增持
VXUS
Vanguard Total International Stock
+$64.2K
6,375
+12%
增持
—
Du Pont E I De Nemours
-$60.7K
5,015
+49%
减持
SPY
SPDR S&P 500 ETF
+$60.1K
4,569
-0%
增持
PEP
Pepsico
+$55.6K
14,821
+0%
增持
CIBR
First Trust NASDAQ Cybersecurity ETF
+$54.4K
6,294
+21%
减持
SCHV
Schwab Dow Jones US Large Value ETF
+$53.6K
156,883
-1%
增持
LHX
L3Harris Technologies Inc
-$52.6K
7,631
+2%
增持
ROP
Roper Technologies, Inc
-$51.2K
2,120
+6%
减持
VTI
Vanguard Total Stock Mkt ETF
-$45.5K
1,353
-11%
减持
ABT
Abbott Labs
-$45.4K
5,087
-0%
增持
SCHB
Schwab Dow Jones US Broad Mkt ETF
+$44.3K
70,069
+0%
增持
PFE
Pfizer Inc
+$37.5K
17,498
+12%
增持
DIS
Disney Walt Co
+$36.4K
8,779
+4%
增持
PEG
Public Svc Enterprise
+$35.4K
6,279
+12%
增持
AMT
American Tower Corp
-$34.5K
2,077
+0%
增持
VLO
Valero Energy Corp.
+$34.1K
1,882
+18%
增持
TFC
Truist Finl Corp
+$33.8K
5,361
+7%
增持
—
Medtronic plc
+$33.7K
13,201
+2%
减持
VRTX
Vertex Pharmaceuticals
+$33.6K
779
-5%
减持
JHSC
JH/DFA Small Cap Multifactor ETF
-$30.4K
34,866
-2%
减持
QCOM
Qualcomm Corp
+$29.1K
7,408
-0%
减持
IEMG
iShare Core MSCI Emerging Markets
-$27.0K
14,695
-5%
增持
JEPI
JPMorgan Equity Premium Income ETF
+$26.7K
5,067
+10%
减持
SYY
Sysco Inc
-$26.5K
2,875
-1%
增持
IBDX
iShares iBonds Dec 2032 Corp Bond ETF
+$24.4K
9,449
+12%
减持
IJR
iShares S&P Smallcap 600 Index ETF
+$23.4K
23,109
-0%
减持
SCHA
Schwab Dow Jones US Sm-Cap ETF
+$22.2K
127,552
-1%
减持
INCY
Incyte Genomics Inc
+$22.1K
4,401
-10%
增持
IBDT
iShares iBonds Dec 2028 Corp Bond ETF
+$21.0K
10,930
+8%
增持
ET
Energy Transfer Equity
+$19.5K
17,050
+12%
增持
MO
Altria Group Inc
-$18.6K
4,578
+7%
减持
VEU
Vanguard FTSE All-World ex-USA ETF
-$17.6K
50,133
-3%
增持
ILDR
First Trust Innovation Leaders ETF
+$15.7K
10,003
+3%
增持
MA
Mastercard Inc
+$15.2K
2,873
+1%
减持
IJH
iShares S&P Midcap 400 Index ETF
+$14.5K
65,604
-1%
减持
DUK
Duke Energy
-$14.3K
1,719
-1%
减持
VIG
Vanguard Div Appreciation ETF
+$12.8K
4,520
-1%
减持
EMR
Emerson Electric
+$12.6K
10,755
-0%
减持
IVW
iShares S&P 500 Barra Gr. Fd.
-$12.5K
3,972
-4%
增持
MMM
3M Company
+$11.4K
2,298
+0%
减持
INTC
Intel Corp
-$11.3K
6,497
-13%
增持
MTUM
iShares MSCI USA Momentum
-$9.6K
1,591
+0%
