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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

25Q1 调仓2024-09-30 → 2025-03-31 · 共 120 项建仓 6增持 60减持 46清仓 8

方向

标的

Δ市值

现股数(环比)

减持

AAPL APPLE INC

-$4.7M

71,320 -1%

增持

ITOT ISHARES TR

-$2.1M

179,018 +7%

增持

DGRO ISHARES TR

-$1.9M

361,780 +6%

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

TCBK TRICO BANCSHARES

-$1.7M

124,170 -10%

减持

VIGI VANGUARD WHITEHALL FDS

-$1.2M

60,545 -9%

增持

GOOG ALPHABET INC

-$1.2M

66,869 +0%

减持

MSFT MICROSOFT CORP

-$1.0M

15,925 -0%

减持

CGDG CAPITAL GROUP DIVIDEND GROWE

-$1.0M

266,958 -3%

增持

SHYG ISHARES TR

+$1.0M

274,117 +16%

建仓

SHV ISHARES TR

+$904.0K

8,203

减持

XT ISHARES TR

-$779.9K

28,163 -21%

增持

IEMG ISHARES INC

-$777.6K

103,492 +4%

增持

NVDA NVIDIA CORPORATION

-$771.0K

18,780 +0%

减持

JNJ JOHNSON & JOHNSON

-$592.7K

34,526 -1%

增持

IGSB ISHARES TR

+$553.7K

37,977 +40%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$518.5K

8,848 -13%

增持

HDV ISHARES TR

-$515.6K

141,736 +7%

减持

JPM JPMORGAN CHASE & CO.

-$509.8K

18,236 -8%

增持

PLD PROLOGIS INC.

-$468.9K

21,314 +10%

增持

CGIE CAPITAL GROUP INTERNATIONAL

-$457.4K

175,604 +3%

增持

VYM VANGUARD WHITEHALL FDS

-$450.1K

36,841 +3%

建仓

CALI BLACKROCK ETF TRUST II

+$400.9K

8,017

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$391.8K

20,102 -2%

减持

IUSG ISHARES TR

-$380.9K

9,245 -13%

建仓

QUAL ISHARES TR

+$379.1K

2,487

建仓

FSMD FIDELITY COVINGTON TRUST

+$374.4K

10,800

减持

FDX FEDEX CORP

-$366.5K

4,112 -4%

清仓

KHC KRAFT HEINZ CO

-$361.8K

0 -100%

清仓

CMCSA COMCAST CORP NEW

-$353.9K

0 -100%

减持

BX BLACKSTONE INC

-$352.3K

6,716 -0%

减持

MTUM ISHARES TR

-$344.8K

10,074 -3%

减持

IJR ISHARES TR

-$337.6K

7,773 -12%

减持

KKR KKR & CO INC

-$331.4K

3,493 -26%

建仓

SGOV ISHARES TR

+$307.4K

3,061

清仓

SOXX ISHARES TR

-$266.8K

0 -100%

减持

BAC BANK AMERICA CORP

-$259.5K

34,343 -1%

减持

MRK MERCK & CO INC

-$251.4K

6,278 -9%

增持

VCIT VANGUARD SCOTTSDALE FDS

+$245.1K

8,185 +65%

减持

CGGO CAPITAL GROUP GBL GROWTH EQT

-$244.8K

42,452 -2%

增持

FTEC FIDELITY COVINGTON TRUST

-$235.2K

6,891 +3%

清仓

NVO NOVO-NORDISK A S

-$221.0K

0 -100%

增持

XLK SELECT SECTOR SPDR TR

-$220.9K

4,904 +3%

减持

COST COSTCO WHSL CORP NEW

-$220.2K

2,843 -10%

清仓

EIX EDISON INTL

-$218.2K

0 -100%

清仓

SMH VANECK ETF TRUST

-$213.8K

0 -100%

减持

PLTR PALANTIR TECHNOLOGIES INC

+$210.9K

7,618 -13%

增持

VNQ VANGUARD INDEX FDS

-$206.0K

13,148 +2%

减持

VTI VANGUARD INDEX FDS

-$203.7K

4,239 -1%

清仓

XLF SELECT SECTOR SPDR TR

-$202.0K

0 -100%

建仓

VLUE ISHARES TR

+$200.3K

2,142

清仓

FHLC FIDELITY COVINGTON TRUST

-$200.3K

0 -100%

减持

IJH ISHARES TR

-$197.7K

14,140 -2%

减持

QCOM QUALCOMM INC

-$188.7K

4,043 -0%

减持

CEG CONSTELLATION ENERGY CORP

-$188.2K

1,372 -16%

增持

TSLA TESLA INC

+$181.9K

2,927 +38%

减持

SHEL SHELL PLC

-$177.7K

15,590 -6%

增持

FUTY FIDELITY COVINGTON TRUST

-$176.3K

80,782 +6%

增持

AMGN AMGEN INC

-$175.4K

5,190 +2%

减持

NCA NUVEEN CALIFORNIA MUNI VLU F

-$174.4K

75,987 -14%

减持

FDVV FIDELITY COVINGTON TRUST

-$173.3K

17,346 -3%

增持

AMZN AMAZON COM INC

-$172.3K

13,483 +3%

增持

CAT CATERPILLAR INC

-$169.4K

1,585 +3%

减持

PEP PEPSICO INC

-$169.1K

4,070 -4%

增持

FBTC FIDELITY WISE ORIGIN BITCOIN

+$145.7K

9,793 +15%

减持

WFC WELLS FARGO CO NEW

-$141.6K

22,780 -6%

增持

VYMI VANGUARD WHITEHALL FDS

+$137.8K

96,454 +13%

减持

FMAT FIDELITY COVINGTON TRUST

-$137.1K

4,897 -21%

增持

EPI WISDOMTREE TR

-$122.7K

17,263 +1%

增持

IQLT ISHARES TR

+$118.6K

29,940 +27%

减持

MET METLIFE INC

-$117.5K

6,343 -2%

减持

IGRO ISHARES TR

-$110.6K

13,376 -1%

增持

VTEC VANGUARD CALIF TAX FREE FDS

+$109.8K

3,284 +62%

增持

UPS UNITED PARCEL SERVICE INC

-$107.3K

2,778 +4%

增持

HD HOME DEPOT INC

-$106.2K

1,364 +0%

减持

DVYE ISHARES INC

-$105.7K

18,133 -5%

增持

RQI COHEN & STEERS QUALITY INCOM

-$101.5K

67,279 +14%

减持

— ASML HOLDING N V

-$99.2K

737 -1%

减持

SBUX STARBUCKS CORP

-$97.3K

5,540 -0%

减持

EFAV ISHARES TR

-$96.5K

9,330 -9%

增持

PM PHILIP MORRIS INTL INC

+$94.9K

3,193 +1%

减持

VPU VANGUARD WORLD FD

-$94.9K

4,631 -1%

减持

KMI KINDER MORGAN INC DEL

-$93.7K

95,895 -5%

减持

MCK MCKESSON CORP

+$88.3K

839 -7%

增持

UNP UNION PAC CORP

-$87.5K

2,650 +1%

增持

META META PLATFORMS INC

-$85.9K

1,626 +2%

减持

IUSV ISHARES TR

-$84.5K

4,868 -2%

减持

MCD MCDONALDS CORP

-$82.0K

1,680 -9%

增持

T AT&T INC

+$74.8K

15,404 +1%

减持

SUSL ISHARES TR

-$67.7K

3,771 -1%

增持

VZ VERIZON COMMUNICATIONS INC

-$66.4K

98,742 +3%

增持

SDOG ALPS ETF TR

-$65.9K

7,751 +2%

增持

VGT VANGUARD WORLD FD

-$62.6K

818 +10%

增持

XHLF BONDBLOXX ETF TRUST

+$62.5K

30,116 +4%

增持

USMV ISHARES TR

-$58.8K

18,082 +5%

增持

PFF ISHARES TR

-$57.2K

14,759 +2%

增持

ABNB AIRBNB INC

-$56.1K

2,036 +2%

增持

— EXXON MOBIL CORP

-$54.2K

4,185 +6%

增持

VHT VANGUARD WORLD FD

-$51.0K

1,298 +1%

增持

PG PROCTER AND GAMBLE CO

-$50.1K

5,299 +2%

增持

FENY FIDELITY COVINGTON TRUST

+$46.9K

15,808 +39%

增持

ABBV ABBVIE INC

-$45.7K

9,874 +5%

增持

VDC VANGUARD WORLD FD

+$44.9K

5,810 +10%

增持

FSTA FIDELITY COVINGTON TRUST

-$43.4K

17,922 +1%

增持

IDV ISHARES TR

+$39.9K

8,705 +28%

增持

MO ALTRIA GROUP INC

+$32.9K

4,431 +3%

增持

WMT WALMART INC

+$30.0K

7,795 +4%

增持

VOO VANGUARD INDEX FDS

-$28.9K

542 +5%

减持

V VISA INC

+$25.9K

1,716 -1%

减持

WRN WESTERN COPPER & GOLD CORP

-$24.5K

76,194 -3%

增持

QQQ INVESCO QQQ TR

-$16.7K

645 +12%

增持

MMM 3M CO

-$12.9K

2,155 +1%

减持

SCHW SCHWAB CHARLES CORP

-$11.7K

6,496 -1%

增持

GE GE AEROSPACE

-$11.4K

1,378 +8%

增持

SUSB ISHARES TR

+$8.3K

8,554 +5%

增持

CVX CHEVRON CORP NEW

+$7.4K

5,016 +11%

增持

DE DEERE & CO

+$6.6K

1,269 +0%

增持

WTAI WISDOMTREE TR

-$5.9K

15,596 +21%

增持

VCSH VANGUARD SCOTTSDALE FDS

+$3.9K

4,163 +2%

增持

SPY SPDR S&P 500 ETF TR

+$2.0K

527 +19%

增持

BND VANGUARD BD INDEX FDS

+$193

3,577 +2%