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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 130 项
建仓 15
增持 71
减持 40
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
ITOT
ISHARES TR
+$5.8M
184,265
+3%
增持
DGRO
ISHARES TR
+$4.0M
369,708
+2%
增持
COST
COSTCO WHSL CORP NEW
+$3.3M
6,094
+114%
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
AAPL
APPLE INC
+$2.6M
70,456
-1%
增持
GOOG
ALPHABET INC
+$2.3M
66,981
+0%
增持
HDV
ISHARES TR
+$2.3M
147,755
+4%
减持
MSFT
MICROSOFT CORP
+$2.3M
15,700
-1%
增持
VYMI
VANGUARD WHITEHALL FDS
+$1.8M
101,186
+5%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$1.7M
270,271
+1%
增持
NVDA
NVIDIA CORPORATION
+$1.4M
19,722
+5%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$1.3M
182,312
+4%
增持
IEMG
ISHARES INC
+$1.3M
103,948
+0%
减持
JPM
JPMORGAN CHASE & CO.
+$1.2M
18,050
-1%
增持
SHYG
ISHARES TR
+$1.1M
287,658
+5%
增持
SHV
ISHARES TR
+$1.1M
18,368
+124%
增持
VIGI
VANGUARD WHITEHALL FDS
+$897.5K
61,524
+2%
增持
TCBK
TRICO BANCSHARES
+$853.8K
125,913
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$759.0K
36,973
+0%
增持
AMZN
AMAZON COM INC
+$754.3K
13,578
+1%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$662.9K
2,338
增持
PLD
PROLOGIS INC.
+$661.1K
23,580
+11%
增持
FUTY
FIDELITY COVINGTON TRUST
+$588.6K
82,997
+3%
增持
XT
ISHARES TR
+$547.6K
29,790
+6%
增持
FTEC
FIDELITY COVINGTON TRUST
+$523.6K
7,457
+8%
减持
MTUM
ISHARES TR
+$511.0K
9,874
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$499.9K
7,663
+1%
增持
QQQ
INVESCO QQQ TR
+$489.6K
1,368
+112%
减持
WFC
WELLS FARGO CO NEW
+$414.9K
22,157
-3%
增持
XLK
SELECT SECTOR SPDR TR
+$375.3K
4,912
+0%
增持
TSLA
TESLA INC
+$364.5K
3,234
+10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$362.5K
20,049
-0%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$360.3K
9,853
+1%
增持
IUSG
ISHARES TR
+$356.9K
9,308
+1%
增持
META
META PLATFORMS INC
+$337.3K
1,627
+0%
增持
KMI
KINDER MORGAN INC DEL
+$326.2K
98,554
+3%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$318.0K
43,419
+2%
建仓
AVGO
BROADCOM INC
+$303.9K
1,107
增持
IQLT
ISHARES TR
+$302.0K
32,012
+7%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$290.0K
8,872
+0%
减持
BAC
BANK AMERICA CORP
+$289.7K
31,945
-7%
清仓
ALL
ALLSTATE CORP
-$275.2K
0
-100%
建仓
ALLY
ALLY FINL INC
+$259.1K
6,407
建仓
SOXX
ISHARES TR
+$253.0K
1,028
建仓
SEMI
COLUMBIA ETF TR I
+$252.9K
9,000
建仓
—
EATON CORP PLC
+$241.6K
670
建仓
BA
BOEING CO
+$238.5K
1,051
减持
BX
BLACKSTONE INC
+$232.7K
6,414
-4%
建仓
SMH
VANECK ETF TRUST
+$230.0K
800
建仓
IMTM
ISHARES TR
+$223.8K
4,986
建仓
XLF
SELECT SECTOR SPDR TR
+$223.7K
4,289
建仓
FHLC
FIDELITY COVINGTON TRUST
+$223.7K
3,488
建仓
CSCO
CISCO SYS INC
+$216.8K
3,190
清仓
WM
WASTE MGMT INC DEL
-$216.5K
0
-100%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$216.1K
6,437
建仓
DKNG
DRAFTKINGS INC NEW
+$214.4K
4,988
建仓
ABT
ABBOTT LABS
+$211.7K
1,604
增持
CAT
CATERPILLAR INC
+$209.8K
1,587
+0%
清仓
VLUE
ISHARES TR
-$200.3K
0
-100%
增持
ABBV
ABBVIE INC
+$197.0K
10,036
+2%
增持
IJR
ISHARES TR
+$190.1K
7,924
+2%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$187.1K
5,176
+58%
增持
EPI
WISDOMTREE TR
+$179.9K
19,103
+11%
增持
FDVV
FIDELITY COVINGTON TRUST
+$174.5K
17,497
+1%
减持
SHEL
SHELL PLC
+$164.7K
15,162
-3%
增持
VGT
VANGUARD WORLD FD
+$164.1K
819
+0%
增持
QUAL
ISHARES TR
+$160.3K
2,934
+18%
增持
FDX
FEDEX CORP
+$160.2K
4,129
+0%
增持
CALI
BLACKROCK ETF TRUST II
+$156.9K
11,073
+38%
增持
CVX
CHEVRON CORP NEW
+$155.6K
5,424
+8%
减持
IJH
ISHARES TR
+$155.4K
13,853
-2%
减持
—
ASML HOLDING N V
+$149.1K
733
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$144.3K
6,508
+0%
减持
VTI
VANGUARD INDEX FDS
+$142.4K
3,829
-10%
增持
GLD
SPDR GOLD TR
+$133.8K
3,641
+1%
增持
QCOM
QUALCOMM INC
+$133.4K
4,048
+0%
增持
WTAI
WISDOMTREE TR
+$126.4K
15,796
+1%
减持
JNJ
JOHNSON & JOHNSON
+$118.9K
33,765
-2%
减持
CEG
CONSTELLATION ENERGY CORP
+$118.9K
1,159
-16%
减持
USMV
ISHARES TR
+$118.5K
17,933
-1%
增持
EFAV
ISHARES TR
+$104.9K
9,462
+1%
增持
WMT
WALMART INC
+$99.4K
7,806
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$97.7K
97,699
-1%
减持
IGRO
ISHARES TR
+$96.8K
12,626
-6%
增持
SBUX
STARBUCKS CORP
+$96.4K
5,666
+2%
增持
SUSL
ISHARES TR
+$96.3K
3,853
+2%
增持
MRK
MERCK & CO INC
+$96.1K
7,099
+13%
增持
IDV
ISHARES TR
+$95.3K
9,622
+11%
增持
VPU
VANGUARD WORLD FD
+$93.9K
4,647
+0%
增持
VDC
VANGUARD WORLD FD
+$92.3K
5,873
+1%
减持
RQI
COHEN & STEERS QUALITY INCOM
+$86.8K
65,762
-2%
减持
DVYE
ISHARES INC
+$79.5K
17,694
-2%
减持
FSMD
FIDELITY COVINGTON TRUST
+$78.9K
10,785
-0%
减持
PEP
PEPSICO INC
-$77.8K
3,647
-10%
减持
MCD
MCDONALDS CORP
-$76.3K
1,425
-15%
增持
UNP
UNION PAC CORP
+$74.7K
2,665
+1%
增持
MMM
3M CO
+$73.7K
2,232
+4%
减持
KKR
KKR & CO INC
+$73.6K
2,862
-18%
增持
IUSV
ISHARES TR
+$73.1K
4,891
+0%
减持
VNQ
VANGUARD INDEX FDS
+$71.7K
12,487
-5%
减持
PM
PHILIP MORRIS INTL INC
+$70.7K
3,041
-5%
增持
SDOG
ALPS ETF TR
+$69.7K
7,820
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$69.1K
531
+1%
增持
VOO
VANGUARD INDEX FDS
+$67.0K
549
+1%
增持
—
EXXON MOBIL CORP
+$62.8K
4,198
+0%
增持
MET
METLIFE INC
+$62.4K
6,388
+1%
减持
GE
GE AEROSPACE
+$60.1K
1,149
-17%
增持
FSTA
FIDELITY COVINGTON TRUST
+$59.0K
18,000
+0%
减持
PG
PROCTER AND GAMBLE CO
-$56.5K
4,985
-6%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$49.0K
8,571
+5%
增持
FMAT
FIDELITY COVINGTON TRUST
+$48.8K
4,916
+0%
增持
HD
HOME DEPOT INC
+$48.1K
1,366
+0%
增持
PFF
ISHARES TR
+$39.6K
14,982
+2%
减持
FENY
FIDELITY COVINGTON TRUST
+$35.9K
14,839
-6%
减持
PWZ
INVESCO EXCH TRADED FD TR II
-$35.8K
20,000
-9%
减持
V
VISA INC
+$32.7K
1,614
-6%
减持
SGOV
ISHARES TR
-$28.8K
2,772
-9%
减持
IGSB
ISHARES TR
-$24.0K
37,071
-2%
减持
AMGN
AMGEN INC
+$21.4K
4,999
-4%
清仓
—
LULUS FASHION LOUNGE HOLDING
-$19.1K
0
-100%
增持
NCA
NUVEEN CALIFORNIA MUNI VLU F
+$17.9K
76,124
+0%
减持
XHLF
BONDBLOXX ETF TRUST
-$15.5K
29,801
-1%
减持
T
AT&T INC
-$14.8K
14,523
-6%
减持
MO
ALTRIA GROUP INC
-$14.4K
4,010
-10%
减持
ABNB
AIRBNB INC
+$13.6K
1,690
-17%
增持
VHT
VANGUARD WORLD FD
+$12.0K
1,302
+0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$7.1K
4,204
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$6.2K
2,461
-11%
增持
BND
VANGUARD BD INDEX FDS
+$3.6K
3,612
+1%
减持
SUSB
ISHARES TR
+$1.8K
8,522
-0%
减持
DE
DEERE & CO
-$1.0K
1,021
-20%
