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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 10
增持 51
减持 83
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft Corp
-$2.9M
27,015
+1%
减持
SCHD
Schwab Dow Jones US Div Eq ETF
+$2.6M
939,516
-2%
减持
GOOGL
Alphabet, Inc. Cl A
-$2.1M
49,814
-5%
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
PYLD
PIMCO Multisector Bond Active ETF
+$1.8M
90,430
+310%
增持
VSLU
Applied Finance Valuation Lg Cap ETF
-$1.7M
705,983
+0%
增持
DFAE
Dimensional Emerg Core Equity Mkt ETF
+$1.5M
409,567
+8%
增持
SCHX
Schwab Dow Jones US Large Cap ETF
-$1.4M
1,559,842
+1%
建仓
JCPB
JPMorgan Core Plus Bond ETF
+$1.3M
28,060
减持
AAPL
Apple, Inc
-$1.3M
57,343
-2%
建仓
IEFA
iShare Core MSCI EAFE
+$1.1M
12,299
减持
SCHG
Schwab Dow Jones US Large Growth ETF
-$972.7K
216,035
-3%
增持
IJH
iShares S&P Midcap 400 Index ETF
+$938.9K
78,022
+19%
减持
AVGO
Broadcom Limited
-$909.7K
22,957
-1%
增持
JHMM
J H Multifactor Mid Cap ETF
+$868.9K
116,560
+10%
减持
SGOL
abrdn Physical Gold Shares ETF
-$843.8K
330,772
-13%
减持
JPM
J P Morgan Chase & Co
-$838.5K
18,269
-5%
减持
CVX
ChevronTexaco Corp
+$820.0K
15,556
-1%
减持
PWR
Quanta Services Inc
+$742.5K
8,288
-8%
建仓
IVSS
Applied Finance IVS US SMID ETF
+$719.3K
27,722
增持
TDVG
T. Rowe Price Dividend Growth ETF
+$706.5K
28,188
+130%
增持
DFAI
Dimensional International Core Equity Mkt ETF
+$676.8K
139,255
+12%
增持
NVDA
Nvidia Corp
-$673.7K
56,958
+0%
减持
JNJ
Johnson & Johnson
+$648.5K
21,364
-3%
减持
VBR
Vanguard Small-Cap Value ETF
-$622.5K
3,581
-46%
减持
UITB
VictoryShares Core Intermediate Bond ETF
-$603.2K
473,674
-2%
减持
IBM
International Business Machines
-$569.3K
8,772
-4%
减持
IBMO
iShares iBonds Dec 2026 Muni Bond ETF
-$567.5K
23,511
-48%
增持
AMZN
Amazon.com
-$564.6K
29,848
+2%
减持
IEMG
iShare Core MSCI Emerging Markets
-$555.8K
6,193
-58%
减持
VOO
Vanguard S&P 500 ETF
-$529.9K
12,296
-2%
减持
GOOG
Alphabet, Inc. Cl C
-$516.9K
12,828
-4%
减持
CRM
Salesforce Com
-$503.1K
3,239
-23%
建仓
EMXC
iShares MSCI Emerging Mkts ex China ETF
+$498.1K
6,332
增持
AMAT
Applied Materials
+$442.8K
4,960
+2%
增持
IJR
iShares S&P Smallcap 600 Index ETF
+$438.5K
25,869
+12%
建仓
MUB
iShares S & P Nat'l AMT-Free Muni Bd
+$425.4K
4,008
清仓
ADBE
Adobe Systems
-$414.7K
0
-100%
增持
MUNI
PIMCO Intermediate Muni ETF
+$406.1K
126,856
+7%
增持
META
Meta Platforms Cl A
-$389.6K
5,114
+2%
增持
SCHF
Schwab FTSE Developed ex-US ETF
+$377.1K
343,470
+2%
减持
MRK
Merck & Co Inc
+$367.8K
28,802
-2%
减持
BAC
Bank Of America
-$363.9K
54,659
-1%
减持
PANW
Palo Alto Networks Inc
-$351.5K
13,841
-1%
减持
QCOM
Qualcomm Corp
-$340.8K
7,193
-3%
减持
GE
General Electric
-$340.5K
3,142
-21%
增持
ILDR
First Trust Innovation Leaders ETF
+$340.1K
22,500
+125%
清仓
PYPL
Paypal Holdings, Inc.
-$333.1K
0
-100%
减持
ADP
Automatic Data Processing
-$328.9K
5,718
-1%
增持
JMUB
J.P. Morgan Municipal ETF
+$326.9K
130,834
+6%
清仓
COF
Capital One Financial
-$321.6K
0
-100%
增持
ORCL
Oracle Systems
-$312.4K
6,791
+1%
建仓
BKMI
BNY Mellon Municipal ETF
+$307.5K
11,782
减持
BX
Blackstone Group Lp
-$298.7K
5,614
-8%
增持
CIBR
First Trust NASDAQ Cybersecurity ETF
+$298.2K
11,932
+90%
增持
VEU
Vanguard FTSE All-World ex-USA ETF
+$283.3K
52,878
+5%
减持
LHX
L3Harris Technologies Inc
+$281.8K
7,307
-4%
清仓
—
Johnson Controls PLC
-$275.4K
0
-100%
减持
V
Visa, Inc.
-$272.8K
4,818
-2%
增持
NEE
NextEra Energy Inc.
+$249.7K
18,633
+1%
建仓
VCRM
Vanguard Core Tax-Exempt Bond ETF
+$249.1K
3,315
减持
VO
Vanguard Mid-Cap ETF
-$244.4K
14,603
-5%
减持
VZ
Verizon Communications
+$236.0K
27,400
-2%
清仓
ALL
Allstate Corp
-$224.8K
0
-100%
减持
—
Medtronic plc
-$224.1K
12,048
-9%
减持
ROP
Roper Technologies, Inc
-$217.9K
2,050
-3%
增持
IVV
iShares Core S&P 500 ETF
+$217.4K
1,783
+29%
减持
DHR
Danaher Corp
-$205.3K
3,464
-8%
建仓
PPG
PPG Inds Inc
+$205.2K
1,920
建仓
—
Trane Technologies PLC
+$205.0K
492
建仓
SO
Southern Co
+$204.9K
2,123
清仓
—
Du Pont E I De Nemours
-$201.6K
0
-100%
增持
TMO
Thermo Fisher Scientific
-$197.0K
2,425
+1%
减持
SCHV
Schwab Dow Jones US Large Value ETF
-$192.2K
146,002
-7%
减持
FISV
Fiserv Inc
-$191.0K
5,475
-26%
减持
DIS
Disney Walt Co
-$184.3K
8,450
-4%
增持
MA
Mastercard Inc
-$180.9K
2,920
+2%
减持
—
Exxon-Mobil
+$180.8K
12,359
-22%
减持
INTU
Intuit Inc.
-$162.7K
620
-5%
减持
SPY
SPDR S&P 500 ETF
-$156.7K
4,550
-0%
增持
LLY
Lilly Eli & Co
-$139.9K
1,035
+2%
减持
GLD
SPDR Gold Shares
-$137.8K
9,381
-11%
减持
RTX
RTX Corp.
+$133.6K
20,497
-2%
减持
KLAC
KLA Tencor Corp
+$133.1K
1,087
-10%
减持
PEP
Pepsico
+$132.8K
14,552
-2%
减持
CVS
CVS Health Corporation
-$132.8K
10,449
-6%
减持
VUG
Vanguard Growth ETF
-$128.2K
1,983
-3%
减持
ABT
Abbott Labs
-$127.2K
4,969
-2%
减持
AMGN
Amgen Inc
+$122.0K
7,625
-3%
减持
LOW
Lowes Companies
-$120.9K
10,619
-3%
减持
CMC
Commercial Metals Co
-$120.0K
12,990
-2%
增持
BRK/B
Berkshire Hathaway B
-$118.5K
6,918
+1%
增持
COP
Conoco Phillips
+$115.6K
2,693
+5%
增持
XLK
SPDR Technology Select Sector
-$111.8K
10,120
+0%
减持
WMT
Wal-Mart Stores
+$106.6K
8,715
-1%
增持
UNP
Union Pacific Corp
+$103.3K
8,013
+1%
减持
XLE
Sector Spdr Engy Select
+$101.8K
6,798
-3%
减持
BMY
Bristol Myers Squibb
+$99.6K
17,477
-2%
增持
COST
Costco Whsl Corp
+$96.5K
648
+2%
增持
VNQ
Vanguard REIT
+$96.1K
10,300
+11%
增持
IBMT
iShares iBonds Dec 2031 Term Muni Bd ETF
+$94.1K
18,982
+25%
增持
PLTR
Palantir Technologies Inc.
-$93.8K
4,246
+6%
减持
KO
Coca Cola
+$84.6K
14,079
-0%
减持
SCHB
Schwab Dow Jones US Broad Mkt ETF
-$81.6K
69,974
-0%
减持
PSX
Phillips 66
+$80.1K
2,146
-11%
减持
SDY
SPDR S&P Dividend ETF
+$76.8K
13,572
-1%
减持
NKE
Nike Inc Class B
-$76.2K
4,373
-9%
减持
HD
Home Depot
-$75.1K
4,244
-1%
增持
HPQ
Hewlett Packard
-$73.2K
24,741
+1%
减持
CSCO
Cisco Systems
-$71.4K
31,196
-4%
减持
PBE
Invesco Biotech & Genomics ETF
-$69.5K
9,570
-5%
增持
NOC
Northrop Grumman Corp
+$68.6K
571
+1%
增持
LMT
Lockheed Martin Corp
+$66.4K
508
+2%
减持
IVW
iShares S&P 500 Barra Gr. Fd.
-$64.1K
3,762
-5%
减持
GS
Goldman Sachs Group
-$60.3K
1,122
-2%
减持
CTVA
Corteva Inc
-$59.3K
2,794
-36%
增持
INTC
Intel Corp
+$59.1K
6,771
+4%
减持
VLO
Valero Energy Corp.
+$58.8K
1,478
-21%
增持
KMI
Kinder Morgan Inc
+$57.5K
9,256
+1%
减持
TFC
Truist Finl Corp
-$56.0K
4,521
-16%
增持
ET
Energy Transfer Equity
+$53.2K
17,321
+2%
减持
IBMR
iShares iBonds Dec 2029 Muni Bond ETF
-$52.5K
20,342
-9%
减持
ABBV
AbbVie Inc
-$52.1K
4,257
-1%
减持
PEG
Public Svc Enterprise
-$49.9K
5,613
-11%
增持
MO
Altria Group Inc
+$49.5K
4,750
+4%
减持
SCHA
Schwab Dow Jones US Sm-Cap ETF
+$48.6K
126,589
-1%
增持
CRWD
Crowdstrike Hldgs Inc
-$47.1K
858
+5%
减持
IBDT
iShares iBonds Dec 2028 Corp Bond ETF
-$43.8K
9,255
-15%
增持
A
Agilent Technologies
-$43.6K
2,348
+3%
减持
TJX
TJX Cos Inc
-$43.2K
6,000
-8%
减持
MDLZ
Mondelez Intl Inc Cl A
+$41.5K
11,781
-1%
减持
SCHM
Schwab Dow Jones US Mid-Cap ETF
+$41.3K
149,963
-2%
减持
VTI
Vanguard Total Stock Mkt ETF
-$39.8K
1,290
-5%
减持
PFE
Pfizer Inc
+$39.7K
16,929
-3%
减持
XBI
SPDR S&P Biotech ETF
+$37.9K
8,537
-1%
减持
VIG
Vanguard Div Appreciation ETF
-$37.8K
4,443
-2%
增持
MCD
McDonalds Corp
+$35.8K
4,788
+1%
减持
VWO
Vanguard Emerging Mkt Fd ETF
-$35.1K
3,750
-15%
减持
AMT
American Tower Corp
-$34.2K
1,915
-8%
增持
WFC
Wells Fargo & Company
-$32.7K
4,162
+7%
减持
IBDV
iShares iBonds Dec 2030 Corp Bond ETF
-$30.6K
30,848
-4%
减持
NOBL
Proshares S&P 500 Div Aristocrats
+$29.5K
26,028
-1%
减持
GSIE
Goldman Sachs ActiveBeta Intl Eq ETF
+$29.2K
176,532
-0%
增持
FPE
First Trust Preferred Sec & Inc ETF
-$29.2K
459,787
+2%
减持
GEV
Ge Vernova Llc Com
+$28.9K
814
-22%
增持
MMM
3M Company
-$28.8K
2,335
+2%
增持
MS
Morgan Stanley Group
-$28.3K
3,418
+3%
增持
DUK
Duke Energy
+$28.1K
1,753
+2%
增持
TSLA
Tesla Motors Inc
-$27.7K
1,388
+15%
增持
—
AON Corp
-$25.8K
1,057
+2%
减持
TGT
Target Corp
+$25.3K
1,986
-10%
