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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
24Q1 调仓
2023-09-30 → 2024-03-31 · 共 114 项
建仓 12
增持 53
减持 42
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$4.1M
169,774
+5%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$3.0M
267,155
+42%
减持
DGRO
ISHARES TR
+$2.7M
348,412
-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
GOOG
ALPHABET INC
+$2.5M
66,473
-1%
增持
HDV
ISHARES TR
+$2.4M
136,949
+3%
建仓
MTUM
ISHARES TR
+$1.9M
10,415
减持
MMM
3M CO
-$1.9M
2,283
-90%
增持
SHYG
ISHARES TR
+$1.5M
221,396
+16%
增持
TCBK
TRICO BANCSHARES
+$1.4M
131,627
+25%
建仓
IGSB
ISHARES TR
+$1.4M
26,607
减持
JPM
JPMORGAN CHASE & CO
+$1.2M
21,436
-0%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.2M
78,369
+9%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
20,409
-3%
增持
COST
COSTCO WHSL CORP NEW
+$1.0M
2,842
+36%
建仓
IQLT
ISHARES TR
+$993.9K
24,997
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$874.5K
172,594
+4%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$808.6K
4,202
-72%
减持
MSFT
MICROSOFT CORP
+$786.6K
16,000
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$759.4K
36,074
+3%
增持
IUSG
ISHARES TR
+$691.1K
10,627
+82%
增持
AMZN
AMAZON COM INC
+$640.4K
13,414
+2%
增持
JNJ
JOHNSON & JOHNSON
+$633.9K
35,074
+13%
增持
SHEL
SHELL PLC
+$614.1K
46,349
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$608.6K
104,326
+3%
增持
PLD
PROLOGIS INC.
+$605.7K
21,595
+31%
增持
IEMG
ISHARES INC
+$596.7K
99,533
+0%
清仓
BNDW
VANGUARD SCOTTSDALE FDS
-$572.8K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$565.1K
0
-100%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$564.6K
29,036
+143%
减持
NVDA
NVIDIA CORPORATION
+$555.6K
1,454
-12%
增持
WFC
WELLS FARGO CO NEW
+$466.3K
22,166
+0%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$427.4K
7,935
减持
EFAV
ISHARES TR
-$415.9K
11,796
-39%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$400.9K
10,014
-29%
清仓
IDRV
ISHARES TR
-$396.2K
0
-100%
减持
VIGI
VANGUARD WHITEHALL FDS
-$345.7K
71,245
-16%
清仓
TIP
ISHARES TR
-$319.5K
0
-100%
增持
XT
ISHARES TR
+$309.3K
36,384
+3%
增持
QCOM
QUALCOMM INC
+$307.4K
4,445
+0%
减持
BAC
BANK AMERICA CORP
+$281.4K
35,541
-9%
建仓
FENY
FIDELITY COVINGTON TRUST
+$257.5K
10,000
减持
T
AT&T INC
-$254.4K
19,618
-48%
建仓
ALL
ALLSTATE CORP
+$253.6K
1,500
增持
FTEC
FIDELITY COVINGTON TRUST
+$247.8K
6,385
+11%
建仓
QQQ
INVESCO QQQ TR
+$246.7K
553
建仓
VOO
VANGUARD INDEX FDS
+$245.9K
511
减持
SBUX
STARBUCKS CORP
-$241.8K
6,790
-6%
减持
PFE
PFIZER INC
-$238.2K
8,566
-45%
建仓
DKNG
DRAFTKINGS INC NEW
+$228.9K
5,188
清仓
ADBE
ADOBE INC
-$220.7K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$209.9K
1,000
减持
META
META PLATFORMS INC
+$209.0K
1,586
-6%
增持
VTI
VANGUARD INDEX FDS
+$208.6K
4,216
+3%
建仓
SPY
SPDR S&P 500 ETF TR
+$207.6K
397
清仓
IDV
ISHARES TR
-$205.6K
0
-100%
增持
FDVV
FIDELITY COVINGTON TRUST
+$204.4K
20,520
+7%
建仓
GE
GENERAL ELECTRIC CO
+$203.1K
1,269
增持
CAT
CATERPILLAR INC
+$200.2K
1,431
+8%
增持
KKR
KKR & CO INC
+$190.0K
4,717
+0%
减持
—
ASML HOLDING N V
+$189.5K
716
-2%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$188.8K
59,515
+21%
减持
NCA
NUVEEN CALIFORNIA MUNI VLU F
-$185.8K
94,146
-22%
减持
IJR
ISHARES TR
-$181.0K
8,768
-30%
减持
BX
BLACKSTONE INC
+$174.4K
6,706
-1%
清仓
KMI
KINDER MORGAN INC DEL
-$167.5K
0
-100%
增持
FUTY
FIDELITY COVINGTON TRUST
+$162.0K
16,374
+8%
减持
XLK
SELECT SECTOR SPDR TR
+$158.6K
5,084
-1%
增持
MCD
MCDONALDS CORP
+$147.1K
1,772
+43%
增持
IGRO
ISHARES TR
+$135.4K
13,361
+2%
增持
VDC
VANGUARD WORLD FD
+$134.3K
5,224
+1%
减持
ABBV
ABBVIE INC
+$132.7K
9,064
-3%
增持
VPU
VANGUARD WORLD FD
+$122.9K
4,663
+2%
减持
AMGN
AMGEN INC
+$117.5K
5,020
-5%
增持
V
VISA INC
+$108.9K
1,722
+14%
增持
—
EXXON MOBIL CORP
+$107.8K
3,950
+14%
增持
FSTA
FIDELITY COVINGTON TRUST
+$95.5K
15,629
+1%
增持
UNP
UNION PAC CORP
+$92.8K
2,638
+1%
减持
VNQ
VANGUARD INDEX FDS
+$88.9K
12,553
-1%
增持
WTAI
WISDOMTREE TR
+$85.3K
13,460
+25%
增持
VHT
VANGUARD WORLD FD
+$84.5K
1,284
+18%
增持
MCK
MCKESSON CORP
+$82.7K
900
+0%
增持
SDOG
ALPS ETF TR
+$69.7K
7,490
+2%
增持
IUSV
ISHARES TR
+$68.2K
4,796
+1%
减持
GLD
SPDR GOLD TR
-$67.3K
3,481
-24%
减持
AAPL
APPLE INC
+$67.0K
73,315
-2%
增持
VGT
VANGUARD WORLD FD
+$65.8K
738
+0%
增持
ABNB
AIRBNB INC
+$65.2K
1,986
+3%
增持
SOXX
ISHARES TR
+$60.3K
1,375
+164%
增持
DE
DEERE & CO
+$58.6K
1,316
+0%
减持
MET
METLIFE INC
-$57.2K
6,398
-28%
减持
FMAT
FIDELITY COVINGTON TRUST
-$50.9K
6,174
-28%
减持
PEP
PEPSICO INC
+$50.9K
4,189
-0%
增持
HD
HOME DEPOT INC
+$50.5K
1,079
+1%
减持
PG
PROCTER AND GAMBLE CO
-$49.5K
5,176
-14%
增持
TSLA
TESLA INC
+$47.6K
1,598
+50%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$46.4K
18,000
+6%
减持
CVX
CHEVRON CORP NEW
+$43.2K
3,472
-6%
增持
WMT
WALMART INC
+$42.7K
7,134
+205%
增持
KHC
KRAFT HEINZ CO
+$40.3K
11,350
+2%
减持
CMCSA
COMCAST CORP NEW
-$39.8K
17,220
-1%
减持
FDX
FEDEX CORP
+$39.5K
4,277
-2%
增持
HDB
HDFC BANK LTD
+$38.2K
5,202
+16%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$38.0K
3,343
+12%
增持
IJH
ISHARES TR
+$29.0K
14,326
+317%
减持
UPS
UNITED PARCEL SERVICE INC
-$26.4K
2,620
-10%
减持
PFF
ISHARES TR
+$24.3K
15,509
-0%
减持
MRK
MERCK & CO INC
+$19.7K
6,624
-17%
减持
SUSL
ISHARES TR
-$17.3K
3,479
-21%
增持
VCEB
VANGUARD WORLD FD
+$17.2K
4,418
+3%
减持
DVYE
ISHARES INC
+$16.7K
19,810
-13%
减持
WRN
WESTERN COPPER & GOLD CORP
+$14.9K
78,194
-6%
减持
PM
PHILIP MORRIS INTL INC
+$11.7K
3,086
-6%
减持
USMV
ISHARES TR
-$3.8K
16,699
-11%
减持
SCHW
SCHWAB CHARLES CORP
+$2.0K
4,691
-28%
