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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 142 项
建仓 9
增持 92
减持 36
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
CGIE
CAPITAL GROUP INTERNATIONAL
+$5.6M
319,564
+74%
减持
GOOG
ALPHABET INC
+$4.7M
64,568
-1%
增持
HDV
ISHARES TR
+$3.4M
152,699
+3%
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
DGRO
ISHARES TR
+$3.2M
373,540
+2%
增持
ITOT
ISHARES TR
+$3.1M
195,697
+6%
建仓
KRE
SPDR SERIES TRUST
+$2.7M
38,148
增持
AAPL
APPLE INC
+$2.5M
75,625
+1%
增持
CALI
BLACKROCK ETF TRUST II
+$2.2M
54,521
+389%
减持
VZ
VERIZON COMMUNICATIONS INC
-$2.1M
36,877
-62%
增持
MSFT
MICROSOFT CORP
-$1.6M
15,362
+1%
减持
VYMI
VANGUARD WHITEHALL FDS
+$1.5M
98,453
-2%
增持
SHYG
ISHARES TR
+$1.3M
321,649
+10%
增持
FRDM
EA SERIES TRUST
+$1.3M
71,835
+2%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$1.1M
282,361
+0%
减持
XT
ISHARES TR
-$1.1M
14,991
-51%
减持
TCBK
TRICO BANCSHARES
+$1.1M
125,735
-1%
增持
VYM
VANGUARD WHITEHALL FDS
+$724.3K
37,211
+0%
减持
JNJ
JOHNSON & JOHNSON
+$654.1K
30,046
-13%
减持
FDX
FEDEX CORP
+$571.4K
4,094
-1%
减持
IEMG
ISHARES INC
+$519.8K
49,201
-1%
增持
CAT
CATERPILLAR INC
+$505.9K
1,691
+3%
减持
VIGI
VANGUARD WHITEHALL FDS
+$467.7K
60,759
-0%
减持
EPI
WISDOMTREE TR
-$447.5K
10,116
-50%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$421.2K
10,080
+1%
减持
PLD
PROLOGIS INC.
+$416.5K
22,714
-8%
减持
KMI
KINDER MORGAN INC DEL
+$415.7K
98,613
-0%
减持
AMGN
AMGEN INC
+$384.7K
5,062
-0%
增持
GLD
SPDR GOLD TR
+$375.2K
3,708
+1%
增持
IQLT
ISHARES TR
+$360.9K
38,449
+11%
减持
—
ASML HOLDING N V
+$350.6K
723
-1%
增持
QUAL
ISHARES TR
+$311.3K
4,401
+44%
增持
MRK
MERCK & CO INC
+$302.9K
7,659
+8%
增持
COST
COSTCO WHSL CORP NEW
+$297.1K
6,116
+0%
建仓
VXUS
VANGUARD STAR FDS
+$290.1K
3,495
清仓
—
IREN LIMITED
-$269.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$258.6K
20,154
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$251.5K
5,788
-2%
建仓
WM
WASTE MGMT INC DEL
+$251.3K
1,071
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$244.2K
653
建仓
WDFC
WD 40 CO
+$242.0K
1,025
增持
WFC
WELLS FARGO CO NEW
+$241.6K
20,678
+0%
清仓
PANW
PALO ALTO NETWORKS INC
-$240.9K
0
-100%
建仓
B
BARRICK MNG CORP
+$240.3K
5,045
增持
FUTY
FIDELITY COVINGTON TRUST
+$231.8K
88,996
+6%
建仓
ESGE
ISHARES INC
+$228.0K
4,600
增持
WMT
WALMART INC
+$223.7K
7,920
+1%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$222.5K
46,228
+6%
清仓
—
CRISPR THERAPEUTICS AG
-$215.1K
0
-100%
清仓
ABNB
AIRBNB INC
-$212.9K
0
-100%
建仓
ESGD
ISHARES TR
+$210.9K
2,032
清仓
ABT
ABBOTT LABS
-$210.7K
0
-100%
建仓
—
TOTALENERGIES SE
+$202.4K
2,604
增持
CVX
CHEVRON CORP NEW
+$202.0K
5,331
+1%
增持
—
EXXON MOBIL CORP
+$195.2K
4,323
+0%
增持
IMTM
ISHARES TR
+$176.7K
8,052
+53%
减持
BX
BLACKSTONE INC
-$172.0K
5,176
-8%
增持
VDC
VANGUARD WORLD FD
+$170.1K
5,963
+1%
增持
MCK
MCKESSON CORP
+$159.8K
841
+0%
增持
FENY
FIDELITY COVINGTON TRUST
+$156.2K
18,266
+8%
增持
BAC
BANK AMERICA CORP
+$155.1K
29,131
+0%
增持
SHEL
SHELL PLC
+$152.6K
15,072
+2%
增持
IGRO
ISHARES TR
+$142.3K
12,749
+1%
增持
IGSB
ISHARES TR
+$142.1K
40,063
+7%
增持
FTEC
FIDELITY COVINGTON TRUST
+$140.9K
6,614
+9%
减持
IJR
ISHARES TR
+$131.7K
7,892
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$131.4K
8,817
-1%
增持
GOOGL
ALPHABET INC
+$129.4K
1,102
+22%
增持
EFAV
ISHARES TR
+$129.4K
9,843
+4%
增持
DVYE
ISHARES INC
+$128.8K
18,646
+1%
增持
VNQ
VANGUARD INDEX FDS
+$126.4K
13,255
+5%
增持
IJH
ISHARES TR
+$121.5K
14,062
+0%
增持
IDV
ISHARES TR
+$117.9K
11,744
+6%
增持
FSTA
FIDELITY COVINGTON TRUST
+$112.9K
18,158
+0%
减持
META
META PLATFORMS INC
-$105.6K
1,553
-4%
增持
FDVV
FIDELITY COVINGTON TRUST
+$99.5K
17,736
+1%
增持
UNP
UNION PAC CORP
+$98.8K
2,625
+0%
增持
USMV
ISHARES TR
+$96.3K
19,314
+3%
增持
GEV
GE VERNOVA INC
+$94.6K
431
+0%
增持
SOXX
ISHARES TR
+$91.3K
1,031
+0%
减持
SBUX
STARBUCKS CORP
+$91.1K
4,949
-3%
增持
SCHW
SCHWAB CHARLES CORP
+$89.4K
7,218
+11%
增持
CEG
CONSTELLATION ENERGY CORP
-$87.5K
1,297
+7%
增持
PEP
PEPSICO INC
+$86.2K
3,696
+3%
增持
PM
PHILIP MORRIS INTL INC
+$85.1K
3,090
+1%
增持
SDOG
ALPS ETF TR
+$79.0K
7,950
+1%
增持
ABBV
ABBVIE INC
-$78.8K
10,160
+1%
增持
MMM
3M CO
+$78.7K
2,140
+9%
增持
RQI
COHEN & STEERS QUALITY INCOM
+$78.7K
68,796
+3%
增持
DE
DEERE & CO
+$77.3K
457
+1%
增持
BA
BOEING CO
+$75.1K
1,291
+18%
增持
AMZN
AMAZON COM INC
-$73.4K
14,948
+4%
增持
CSCO
CISCO SYS INC
+$67.1K
3,340
+4%
减持
WRN
WESTERN COPPER & GOLD CORP
+$65.2K
73,219
-8%
增持
QQQ
INVESCO QQQ TR
+$62.8K
1,419
+4%
增持
FMAT
FIDELITY COVINGTON TRUST
+$59.7K
4,477
+4%
减持
QCOM
QUALCOMM INC
-$57.3K
4,015
-1%
增持
MCD
MCDONALDS CORP
+$57.0K
1,653
+3%
减持
JPM
JPMORGAN CHASE & CO.
-$56.1K
17,127
-4%
增持
MTUM
ISHARES TR
+$54.8K
10,437
+0%
增持
PG
PROCTER AND GAMBLE CO
+$54.0K
4,907
+0%
增持
SHV
ISHARES TR
+$52.6K
20,710
+2%
增持
IUSG
ISHARES TR
+$52.1K
9,337
+0%
增持
T
AT&T INC
+$51.0K
12,621
+6%
增持
IUSV
ISHARES TR
+$50.0K
4,940
+1%
减持
FSMD
FIDELITY COVINGTON TRUST
+$49.7K
11,453
-1%
减持
NVDA
NVIDIA CORPORATION
-$45.0K
18,983
-5%
减持
VTI
VANGUARD INDEX FDS
+$44.8K
3,588
-2%
增持
ALLY
ALLY FINL INC
+$39.1K
6,848
+3%
增持
KKR
KKR & CO INC
-$36.1K
2,870
+0%
增持
VHT
VANGUARD WORLD FD
+$33.0K
1,312
+0%
增持
WTAI
WISDOMTREE TR
+$32.2K
16,141
+2%
增持
XLK
SELECT SECTOR SPDR TR
+$32.1K
9,836
+99%
增持
SHLD
GLOBAL X FDS
+$30.0K
3,757
+7%
增持
SUSL
ISHARES TR
+$28.6K
3,767
+0%
减持
UPS
UNITED PARCEL SERVICE INC
+$25.3K
1,972
-23%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$24.0K
6,751
+4%
增持
FHLC
FIDELITY COVINGTON TRUST
+$23.5K
3,606
+0%
增持
V
VISA INC
-$23.0K
1,643
+0%
增持
FQAL
FIDELITY COVINGTON TRUST
+$22.2K
3,042
+4%
增持
GE
GE AEROSPACE
+$20.8K
914
+0%
增持
VOO
VANGUARD INDEX FDS
+$20.5K
547
+0%
增持
—
EATON CORP PLC
+$19.0K
674
+0%
减持
TSLA
TESLA INC
-$17.8K
3,135
-5%
减持
HD
HOME DEPOT INC
-$17.3K
1,323
-7%
减持
SPY
SPDR S&P 500 ETF TR
+$17.0K
561
-1%
减持
VCRB
VANGUARD MALVERN FDS
-$14.7K
4,005
-4%
减持
NCA
NUVEEN CALIFORNIA MUNI VLU F
-$13.3K
69,436
-9%
增持
PFF
ISHARES TR
+$12.6K
14,339
+1%
增持
VGT
VANGUARD WORLD FD
+$10.7K
821
+0%
增持
VPU
VANGUARD WORLD FD
-$10.0K
4,664
+0%
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$10.0K
6,115
+0%
减持
AVGO
BROADCOM INC
-$9.6K
968
-8%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$8.3K
2,366
+1%
减持
XHLF
BONDBLOXX ETF TRUST
-$4.9K
35,591
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$4.3K
4,285
+1%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$3.8K
9,312
-1%
增持
SUSB
ISHARES TR
+$3.5K
8,922
+2%
增持
SGOV
ISHARES TR
+$3.5K
2,865
+1%
减持
XLF
SELECT SECTOR SPDR TR
-$3.2K
4,318
-2%
增持
BND
VANGUARD BD INDEX FDS
+$2.9K
3,697
+1%
增持
MET
METLIFE INC
-$2.0K
6,480
+1%
增持
MO
ALTRIA GROUP INC
+$405
4,099
+1%
