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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 116 项
建仓 11
增持 77
减持 26
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
FUTY
FIDELITY COVINGTON TRUST
+$3.3M
76,080
+363%
建仓
KMI
KINDER MORGAN INC DEL
+$2.5M
100,649
减持
SHEL
SHELL PLC
-$2.2M
16,545
-64%
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
GOOG
ALPHABET INC
-$1.6M
66,623
+1%
减持
DGRO
ISHARES TR
+$1.4M
342,909
-3%
减持
HDV
ISHARES TR
+$1.1M
133,052
-3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.1M
20,463
+0%
增持
TCBK
TRICO BANCSHARES
+$998.2K
137,599
+4%
增持
XHLF
BONDBLOXX ETF TRUST
+$986.4K
28,837
+212%
建仓
EPI
WISDOMTREE TR
+$835.7K
17,156
减持
ITOT
ISHARES TR
+$834.8K
167,242
-2%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$787.5K
274,130
+2%
增持
SHYG
ISHARES TR
+$655.8K
235,703
+5%
增持
JNJ
JOHNSON & JOHNSON
+$655.3K
34,954
+0%
增持
MSFT
MICROSOFT CORP
-$648.3K
15,990
+0%
增持
NVDA
NVIDIA CORPORATION
+$646.6K
18,692
+27%
增持
VYMI
VANGUARD WHITEHALL FDS
+$513.7K
85,328
+4%
建仓
CEG
CONSTELLATION ENERGY CORP
+$441.9K
1,636
减持
AAPL
APPLE INC
+$427.8K
72,212
-0%
减持
VYM
VANGUARD WHITEHALL FDS
+$391.6K
35,598
-1%
增持
BX
BLACKSTONE INC
+$346.9K
6,723
+0%
清仓
HDB
HDFC BANK LTD
-$319.1K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$300.0K
3,152
+12%
减持
CMCSA
COMCAST CORP NEW
-$288.7K
8,440
-51%
增持
IEMG
ISHARES INC
+$284.0K
99,761
+1%
建仓
BND
VANGUARD BD INDEX FDS
+$259.2K
3,510
增持
ABBV
ABBVIE INC
+$247.4K
9,426
+3%
减持
QCOM
QUALCOMM INC
-$228.6K
4,053
-9%
增持
WFC
WELLS FARGO CO NEW
+$225.4K
24,173
+9%
建仓
NVO
NOVO-NORDISK A S
+$221.0K
1,871
增持
—
ASML HOLDING N V
-$220.5K
744
+4%
建仓
EIX
EDISON INTL
+$218.2K
2,554
增持
USMV
ISHARES TR
+$215.5K
17,265
+5%
建仓
MO
ALTRIA GROUP INC
+$213.3K
4,299
清仓
ADBE
ADOBE INC
-$204.9K
0
-100%
建仓
SUSB
ISHARES TR
+$203.1K
8,131
建仓
XLF
SELECT SECTOR SPDR TR
+$202.0K
4,242
建仓
IDV
ISHARES TR
+$202.0K
6,807
增持
HD
HOME DEPOT INC
+$200.5K
1,358
+26%
建仓
FHLC
FIDELITY COVINGTON TRUST
+$200.3K
2,760
增持
VNQ
VANGUARD INDEX FDS
+$190.6K
12,871
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$187.2K
10,200
+0%
增持
KKR
KKR & CO INC
+$162.7K
4,731
+0%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$148.1K
59,035
+2%
增持
CVX
CHEVRON CORP NEW
+$143.0K
4,508
+29%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$139.8K
8,800
+1%
增持
GLD
SPDR GOLD TR
+$139.7K
3,604
+3%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$138.2K
4,955
+47%
增持
MCD
MCDONALDS CORP
+$136.2K
1,850
+1%
增持
SBUX
STARBUCKS CORP
+$134.8K
5,564
+0%
增持
VPU
VANGUARD WORLD FD
+$131.3K
4,698
+0%
增持
AMZN
AMAZON COM INC
-$126.5K
13,087
+0%
减持
CGIE
CAPITAL GROUP INTERNATIONAL
+$118.9K
170,918
-0%
增持
IJR
ISHARES TR
+$113.3K
8,816
+0%
增持
WMT
WALMART INC
+$107.9K
7,472
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$107.1K
96,167
-4%
增持
PWZ
INVESCO EXCH TRADED FD TR II
+$104.9K
22,000
+22%
增持
CAT
CATERPILLAR INC
+$104.3K
1,533
+0%
增持
MET
METLIFE INC
+$100.7K
6,464
+0%
增持
BAC
BANK AMERICA CORP
+$94.4K
34,560
+5%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$93.7K
8,503
+3%
增持
IJH
ISHARES TR
+$91.8K
14,413
+0%
增持
MRK
MERCK & CO INC
-$91.3K
6,873
+3%
减持
PLD
PROLOGIS INC.
-$90.9K
19,445
-10%
减持
SOXX
ISHARES TR
-$90.4K
1,163
-16%
增持
FSTA
FIDELITY COVINGTON TRUST
+$85.3K
17,774
+3%
增持
VDC
VANGUARD WORLD FD
+$78.7K
5,274
+1%
增持
SCHW
SCHWAB CHARLES CORP
+$78.4K
6,529
+26%
增持
IGRO
ISHARES TR
+$77.7K
13,528
+0%
增持
FDX
FEDEX CORP
-$74.7K
4,304
+0%
增持
META
META PLATFORMS INC
+$74.4K
1,589
+0%
增持
VTI
VANGUARD INDEX FDS
+$73.7K
4,282
+0%
减持
WTAI
WISDOMTREE TR
-$70.9K
12,883
-17%
减持
JPM
JPMORGAN CHASE & CO.
+$70.8K
19,810
-6%
增持
MCK
MCKESSON CORP
-$69.3K
902
+0%
增持
CMI
CUMMINS INC
+$68.8K
1,030
+0%
增持
XT
ISHARES TR
+$67.1K
35,823
+1%
增持
PM
PHILIP MORRIS INTL INC
+$65.8K
3,175
+2%
减持
MMM
3M CO
+$63.7K
2,124
-5%
增持
FTEC
FIDELITY COVINGTON TRUST
+$60.7K
6,679
+4%
增持
PEP
PEPSICO INC
+$58.9K
4,228
+0%
增持
SDOG
ALPS ETF TR
+$58.7K
7,620
+1%
减持
DE
DEERE & CO
+$58.6K
1,266
-4%
增持
IUSV
ISHARES TR
+$57.6K
4,946
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$52.6K
43,410
+2%
减持
UNP
UNION PAC CORP
+$50.9K
2,619
-1%
减持
IQLT
ISHARES TR
-$50.0K
23,599
-8%
减持
FDVV
FIDELITY COVINGTON TRUST
-$49.3K
17,974
-13%
增持
TSLA
TESLA INC
+$47.5K
2,118
+32%
增持
V
VISA INC
+$46.7K
1,731
+1%
增持
NCA
NUVEEN CALIFORNIA MUNI VLU F
+$41.3K
88,456
+0%
增持
FMAT
FIDELITY COVINGTON TRUST
+$40.1K
6,216
+0%
增持
PFF
ISHARES TR
+$39.5K
14,493
+2%
增持
IGSB
ISHARES TR
+$39.5K
27,065
+1%
增持
GE
GE AEROSPACE
+$37.7K
1,271
+0%
减持
VIGI
VANGUARD WHITEHALL FDS
-$36.9K
66,173
-6%
增持
—
EXXON MOBIL CORP
+$36.9K
3,966
+0%
增持
AMGN
AMGEN INC
+$36.4K
5,067
+0%
减持
ABNB
AIRBNB INC
-$33.3K
1,988
-1%
增持
PG
PROCTER AND GAMBLE CO
+$31.9K
5,193
+0%
增持
FENY
FIDELITY COVINGTON TRUST
+$30.3K
11,400
+11%
减持
MTUM
ISHARES TR
+$29.3K
10,350
-3%
减持
T
AT&T INC
-$28.3K
15,181
-21%
增持
IUSG
ISHARES TR
+$26.2K
10,660
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$25.5K
444
+5%
增持
SUSL
ISHARES TR
+$25.4K
3,799
+3%
增持
VHT
VANGUARD WORLD FD
+$22.2K
1,291
+0%
增持
XLK
SELECT SECTOR SPDR TR
-$15.3K
4,774
+0%
增持
VOO
VANGUARD INDEX FDS
+$14.4K
515
+0%
减持
DVYE
ISHARES INC
-$10.5K
19,041
-4%
增持
UPS
UNITED PARCEL SERVICE INC
+$8.1K
2,668
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$6.2K
4,076
-4%
增持
VGT
VANGUARD WORLD FD
+$5.0K
742
+0%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$3.9K
2,030
+1%
减持
KHC
KRAFT HEINZ CO
-$3.9K
10,051
-12%
增持
QQQ
INVESCO QQQ TR
-$1.2K
577
+0%
