小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 129 项
建仓 5
增持 98
减持 25
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$1.3M
75,491
-0%
增持
CALI
BLACKROCK ETF TRUST II
+$611.5K
66,910
+23%
增持
AMZN
AMAZON COM INC
+$584.9K
15,155
+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。
增持
VYMI
VANGUARD WHITEHALL FDS
+$522.6K
104,785
+6%
增持
SHYG
ISHARES TR
+$454.3K
334,981
+4%
减持
GOOG
ALPHABET INC
+$424.6K
64,304
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$394.9K
20,164
+0%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION
+$362.1K
33,130
增持
XHLF
BONDBLOXX ETF TRUST
+$361.9K
42,823
+20%
减持
MSFT
MICROSOFT CORP
-$317.5K
15,335
-0%
减持
VIGI
VANGUARD WHITEHALL FDS
-$312.4K
60,315
-1%
增持
FUTY
FIDELITY COVINGTON TRUST
+$283.5K
90,613
+2%
增持
HDV
ISHARES TR
-$247.4K
156,369
+2%
清仓
UPS
UNITED PARCEL SERVICE INC
-$236.7K
0
-100%
建仓
HYXF
ISHARES TR
+$235.8K
5,051
增持
VTEC
VANGUARD CALIF TAX FREE FDS
+$226.9K
8,450
+38%
增持
IQLT
ISHARES TR
+$217.2K
42,938
+12%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$215.0K
5,745
建仓
AGNG
GLOBAL X FDS
+$212.3K
5,853
增持
ITOT
ISHARES TR
+$202.8K
198,413
+1%
减持
ABBV
ABBVIE INC
-$171.5K
10,039
-1%
减持
SHEL
SHELL PLC
+$169.0K
14,884
-1%
增持
MTUM
ISHARES TR
+$153.8K
10,588
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$153.6K
36,377
-1%
建仓
MSDL
MORGAN STANLEY DIRECT LENDIN
+$153.5K
10,500
增持
FRDM
EA SERIES TRUST
+$132.5K
74,404
+4%
增持
GLD
SPDR GOLD TR
-$113.1K
3,723
+0%
增持
FTEC
FIDELITY COVINGTON TRUST
+$111.1K
7,020
+6%
增持
CGIE
CAPITAL GROUP INTERNATIONAL
-$107.9K
324,312
+1%
增持
VYM
VANGUARD WHITEHALL FDS
-$105.0K
37,330
+0%
增持
SHLD
GLOBAL X FDS
+$104.9K
5,007
+33%
减持
IEMG
ISHARES INC
-$104.9K
48,162
-2%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$102.2K
9,642
+43%
增持
KMI
KINDER MORGAN INC DEL
+$101.2K
99,863
+1%
减持
VGT
VANGUARD WORLD FD
-$86.5K
696
-15%
减持
PG
PROCTER & GAMBLE CO
-$84.6K
4,879
-1%
增持
DGRO
ISHARES TR
+$81.8K
383,559
+3%
减持
COST
COSTCO WHOLESALE CORPORATION
-$80.6K
6,017
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$79.1K
2,381
+1%
增持
AMGN
AMGEN INC
-$77.6K
5,082
+0%
增持
CAT
CATERPILLAR INC
+$76.5K
1,752
+4%
增持
JNJ
JOHNSON & JOHNSON
-$72.6K
30,107
+0%
增持
VDC
VANGUARD WORLD FD
-$71.7K
6,032
+1%
增持
KRE
SPDR SERIES TRUST
-$71.5K
38,447
+1%
增持
IGSB
ISHARES TR
+$71.1K
41,711
+4%
增持
PM
PHILIP MORRIS INTL INC
-$69.9K
3,107
+1%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$65.6K
48,199
+4%
减持
WRN
WESTERN COPPER & GOLD CORP
-$65.0K
61,219
-16%
减持
QCOM
QUALCOMM INC
-$60.9K
3,851
-4%
减持
SUSL
ISHARES TR
-$60.0K
3,348
-11%
增持
FSTA
FIDELITY COVINGTON TRUST
-$57.7K
18,234
+0%
增持
HD
HOME DEPOT INC
-$54.8K
1,354
+2%
增持
SMH
VANECK ETF TRUST
+$54.1K
777
+11%
减持
RQI
COHEN & STEERS QUALITY INCOM
-$51.8K
64,872
-6%
增持
JPM
JPMORGAN CHASE & CO
+$51.6K
17,136
+0%
增持
WTAI
WISDOMTREE TR
+$51.0K
16,938
+5%
增持
TCBK
TRICO BANCSHARES
-$49.3K
126,082
+0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$48.8K
8,840
+0%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$48.0K
10,030
-0%
增持
USMV
ISHARES TR
+$46.5K
20,332
+5%
增持
BX
BLACKSTONE INC
-$46.0K
5,293
+2%
增持
PEP
PEPSICO INC
-$45.5K
3,718
+1%
增持
WFC
WELLS FARGO & CO
-$44.2K
20,719
+0%
减持
—
EXXON MOBIL CORP
-$43.6K
4,120
-5%
增持
MMM
3M CO
-$42.2K
2,144
+0%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$41.7K
774
+19%
减持
—
ASML HLDG NV
+$41.5K
720
-0%
增持
META
META PLATFORMS INC
-$39.7K
1,574
+1%
增持
DVYE
ISHARES INC
+$37.9K
19,560
+5%
增持
CVX
CHEVRON CORPORATION
+$37.3K
5,360
+1%
增持
AVGO
BROADCOM INC
+$36.5K
970
+0%
增持
QUAL
ISHARES TR
+$36.1K
4,636
+5%
增持
SOXX
ISHARES TR
+$34.4K
1,032
+0%
减持
IGRO
ISHARES TR
-$34.2K
12,659
-1%
增持
PLD
PROLOGIS INC.
-$34.1K
22,917
+1%
增持
IMTM
ISHARES TR
+$33.9K
8,796
+9%
增持
VPU
VANGUARD WORLD FD
+$33.2K
4,667
+0%
增持
WMT
WALMART INC
-$32.9K
7,922
+0%
增持
V
VISA INC
-$31.9K
1,645
+0%
增持
UNP
UNION PAC CORP
-$29.3K
2,629
+0%
增持
MCD
MCDONALDS CORP
-$28.9K
1,660
+0%
增持
FDVV
FIDELITY COVINGTON TRUST
-$28.6K
17,981
+1%
增持
XLK
SELECT SECTOR SPDR TR
+$27.7K
9,848
+0%
增持
CGDG
CAPITAL GROUP DIVIDEND GROWE
-$26.3K
286,127
+1%
增持
CEG
CONSTELLATION ENERGY CORP
+$25.6K
1,319
+2%
增持
EPI
WISDOMTREE TR
-$24.4K
10,316
+2%
增持
B
BARRICK MNG CORP
-$23.0K
5,051
+0%
增持
VCRB
VANGUARD MALVERN FDS
+$22.9K
4,336
+8%
增持
SCHW
SCHWAB CHARLES CORP
+$20.8K
7,333
+2%
增持
KKR
KKR & CO INC
-$19.3K
2,876
+0%
增持
MET
METLIFE INC
-$18.9K
6,533
+1%
减持
VOO
VANGUARD INDEX FDS
-$18.2K
523
-4%
减持
NVDA
NVIDIA CORPORATION
-$15.9K
18,973
-0%
增持
VHT
VANGUARD WORLD FD
-$15.9K
1,315
+0%
减持
FENY
FIDELITY COVINGTON TRUST
-$15.5K
16,921
-7%
增持
IDV
ISHARES TR
+$15.2K
11,982
+2%
增持
SHV
ISHARES TR
+$14.2K
20,841
+1%
增持
SDOG
ALPS ETF TR
-$14.2K
8,019
+1%
增持
NCA
NUVEEN CALIFORNIA MUNI VLU F
-$13.1K
69,522
+0%
增持
VNQ
VANGUARD INDEX FDS
+$12.9K
13,397
+1%
增持
GOOGL
ALPHABET INC
+$11.7K
1,103
+0%
增持
FHLC
FIDELITY COVINGTON TRUST
-$11.6K
3,613
+0%
增持
MRK
MERCK & CO INC
+$10.1K
7,689
+0%
增持
IUSG
ISHARES TR
+$9.9K
9,348
+0%
增持
BAC
BANK AMERICA CORP
-$9.9K
29,217
+0%
增持
IUSV
ISHARES TR
-$9.6K
4,960
+0%
增持
QQQ
INVESCO QQQ TR
+$8.8K
1,423
+0%
增持
WM
WASTE MGMT INC DEL
+$8.1K
1,123
+5%
增持
XT
ISHARES TR
-$8.0K
15,058
+0%
增持
EFAV
ISHARES TR
+$7.5K
9,943
+1%
增持
FSMD
FIDELITY COVINGTON TRUST
+$7.3K
11,497
+0%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$7.0K
576
+3%
增持
SBUX
STARBUCKS CORP
-$6.7K
4,963
+0%
增持
FMAT
FIDELITY COVINGTON TRUST
-$6.6K
4,490
+0%
增持
VTI
VANGUARD INDEX FDS
-$6.6K
3,598
+0%
增持
PFF
ISHARES TR
-$6.6K
14,399
+0%
增持
—
EATON CORP PLC
+$5.8K
676
+0%
减持
FDX
FEDEX CORP
+$3.9K
4,052
-1%
增持
ALLY
ALLY FINL INC
+$3.8K
6,896
+1%
增持
FQAL
FIDELITY COVINGTON TRUST
-$3.7K
3,049
+0%
增持
VXUS
VANGUARD STAR FDS
-$3.5K
3,499
+0%
增持
XLF
SELECT SECTOR SPDR TR
-$3.5K
4,340
+1%
增持
IJH
ISHARES TR
-$3.1K
14,094
+0%
减持
IJR
ISHARES TR
-$2.5K
7,874
-0%
减持
SGOV
ISHARES TR
-$1.2K
2,851
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
-$1.1K
9,385
+1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
-$606
4,308
+1%
增持
BND
VANGUARD BD INDEX FDS
-$159
3,721
+1%
增持
SUSB
ISHARES TR
-$87
8,990
+1%
