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SWEENEY & MICHEL, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

SWEENEY & MICHEL, LLC

报告期 2026-03-31 · CIK 0001979556

持仓数

145

前50大市值合计

$291.7M

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 24Q3 24Q2 24Q1 23Q3 23Q2 23Q1

23Q2 调仓2023-03-31 → 2023-06-30 · 共 94 项建仓 2增持 56减持 33清仓 3

方向

标的

Δ市值

现股数(环比)

减持

T AT&T INC

-$1.6M

38,763 -72%

增持

DGRO ISHARES TR

+$1.5M

346,757 +4%

增持

ITOT ISHARES TR

+$884.1K

162,936 +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。

增持

HDV ISHARES TR

+$747.1K

136,460 +2%

增持

JNJ JOHNSON & JOHNSON

+$661.7K

31,339 +4%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$536.2K

21,039 -1%

增持

SHYG ISHARES TR

+$448.7K

184,543 +6%

增持

MMM 3M CO

+$409.8K

20,289 +17%

减持

JPM JPMORGAN CHASE & CO

+$329.4K

22,605 -1%

减持

VZ VERIZON COMMUNICATIONS INC

-$250.6K

101,372 -1%

减持

GOOG ALPHABET INC

+$243.4K

67,330 -0%

清仓

MCD MCDONALDS CORP

-$234.0K

0 -100%

增持

AMZN AMAZON COM INC

+$229.6K

13,034 +4%

建仓

WDFC WD 40 CO

+$228.2K

1,025

增持

AMGN AMGEN INC

+$215.7K

5,261 +1%

清仓

KO COCA COLA CO

-$204.9K

0 -100%

减持

FDX FEDEX CORP

+$203.9K

4,340 -1%

建仓

TROW PRICE T ROWE GROUP INC

+$203.0K

1,768

增持

VYM VANGUARD WHITEHALL FDS

+$202.0K

34,402 +1%

清仓

TGT TARGET CORP

-$201.0K

0 -100%

增持

DVYE ISHARES INC

+$192.5K

24,606 +46%

减持

VHT VANGUARD WORLD FDS

-$183.9K

1,089 -42%

减持

IDNA ISHARES TR

-$177.5K

18,570 -22%

增持

IDRV ISHARES TR

+$171.5K

50,666 +0%

减持

IDV ISHARES TR

-$140.0K

8,823 -36%

增持

IJR ISHARES TR

+$130.3K

11,479 +6%

增持

IEMG ISHARES INC

+$125.9K

99,706 +2%

增持

CMCSA COMCAST CORP NEW

+$118.3K

18,944 +1%

增持

BX BLACKSTONE INC

+$113.1K

6,723 +1%

增持

IJH ISHARES TR

+$110.6K

3,442 +7%

增持

TCBK TRICO BANCSHARES

+$106.0K

104,490 +1%

增持

VIG VANGUARD SPECIALIZED FUNDS

+$99.9K

14,104 +0%

减持

SHEL SHELL PLC

+$95.5K

48,774 -3%

增持

MET METLIFE INC

+$93.1K

8,800 +1%

增持

UNP UNION PAC CORP

+$86.9K

2,594 +1%

增持

BAC BANK AMERICA CORP

+$86.6K

39,838 +0%

减持

SOFI SOFI TECHNOLOGIES INC

-$85.0K

28,138 -38%

增持

COST COSTCO WHSL CORP NEW

+$84.7K

2,085 +0%

增持

VYMI VANGUARD WHITEHALL FDS

+$82.8K

7,869 +19%

增持

BND VANGUARD BD INDEX FDS

+$82.2K

7,997 +18%

增持

BNDW VANGUARD SCOTTSDALE FDS

+$81.5K

8,500 +17%

增持

MSFT MICROSOFT CORP

-$80.0K

16,025 +1%

减持

VIGI VANGUARD WHITEHALL FDS

-$75.7K

196,742 -0%

增持

USMV ISHARES TR

+$75.5K

16,219 +3%

增持

DE DEERE & CO

+$74.9K

1,309 +0%

增持

VNQ VANGUARD INDEX FDS

+$73.1K

12,598 +6%

增持

VTI VANGUARD INDEX FDS

+$70.2K

4,083 +3%

减持

PFE PFIZER INC

-$68.2K

24,905 -0%

减持

VCSH VANGUARD SCOTTSDALE FDS

-$65.3K

14,979 -6%

减持

PG PROCTER AND GAMBLE CO

+$60.4K

6,231 -2%

减持

ABBV ABBVIE INC

+$60.0K

9,318 -5%

增持

TSLA TESLA INC

+$58.3K

1,158 +11%

减持

CVX CHEVRON CORP NEW

-$57.8K

3,695 -11%

减持

— EXXON MOBIL CORP

-$52.7K

3,461 -14%

减持

NCA NUVEEN CALIFORNIA MUNI VLU F

-$51.8K

118,762 -4%

增持

FDVV FIDELITY COVINGTON TRUST

+$49.5K

18,955 +1%

增持

RQI COHEN & STEERS QUALITY INCOM

+$42.7K

42,105 +7%

减持

ABNB AIRBNB INC

+$38.1K

1,954 -2%

减持

NVDA NVIDIA CORPORATION

+$31.7K

1,561 -9%

增持

VDC VANGUARD WORLD FDS

+$30.9K

5,171 +0%

增持

KHC KRAFT HEINZ CO

-$30.8K

13,700 +3%

增持

SOXX ISHARES TR

+$29.2K

513 +6%

增持

SBUX STARBUCKS CORP

+$27.4K

7,116 +1%

减持

FMAT FIDELITY COVINGTON TRUST

-$24.6K

10,062 -10%

增持

XLK SELECT SECTOR SPDR TR

+$24.3K

5,113 +0%

减持

TIP ISHARES TR

-$23.6K

4,011 -4%

减持

IUSG ISHARES TR

+$21.8K

5,808 -0%

减持

HD HOME DEPOT INC

-$21.1K

1,070 -15%

增持

IUSV ISHARES TR

+$20.5K

4,572 +0%

增持

XT ISHARES TR

+$19.8K

25,085 +0%

增持

SDOG ALPS ETF TR

+$19.1K

7,273 +1%

增持

FSTA FIDELITY COVINGTON TRUST

+$18.2K

12,918 +0%

增持

V VISA INC

+$18.1K

1,513 +0%

减持

MCK MCKESSON CORP

+$16.7K

1,021 -5%

增持

IGRO ISHARES TR

+$16.7K

13,051 +2%

增持

FTEC FIDELITY COVINGTON TRUST

+$15.7K

5,295 +0%

减持

AAPL APPLE INC

-$13.9K

75,328 -0%

增持

GLD SPDR GOLD TR

+$13.3K

4,540 +4%

增持

MRK MERCK & CO INC

-$12.5K

24,760 +3%

增持

HDB HDFC BANK LTD

+$12.1K

4,121 +1%

增持

VPU VANGUARD WORLD FDS

-$10.9K

4,555 +0%

减持

SUSL ISHARES TR

+$9.7K

5,833 -3%

增持

VGT VANGUARD WORLD FDS

+$9.6K

943 +0%

减持

PEP PEPSICO INC

+$9.6K

4,181 -0%

减持

UPS UNITED PARCEL SERVICE INC

-$9.5K

2,894 -9%

增持

— ASML HOLDING N V

-$9.2K

727 +4%

减持

VCIT VANGUARD SCOTTSDALE FDS

-$9.1K

3,048 -3%

减持

PM PHILIP MORRIS INTL INC

+$7.5K

3,263 -3%

增持

QCOM QUALCOMM INC

+$7.2K

4,790 +0%

增持

FUTY FIDELITY COVINGTON TRUST

-$6.2K

11,136 +1%

增持

VCEB VANGUARD WORLD FD

+$4.9K

5,249 +2%

减持

KMI KINDER MORGAN INC DEL

-$4.4K

10,092 -6%

增持

PFF ISHARES TR

+$2.7K

14,924 +1%

增持

EFAV ISHARES TR

-$1.5K

19,032 +2%