SWEENEY & MICHEL, LLC
CHICO CA · SEC CIK 0001979556
$3.40亿2026Q1 申报市值
145持仓数
51.5%前十大占比 · 第一大 8.8%
5 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
DGRO 加仓+$72.43万
VYMI 加仓+$62.70万
CALI 加仓+$62.46万
SHYG 加仓+$56.69万
HDV 加仓+$49.32万
2026Q1 卖出最多 按季末市值估算
COST 减仓-$9.71万
VGT 减仓-$9.48万
GOOG 减仓-$8.43万
IEMG 减仓-$7.79万
RQI 减仓-$5.04万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $15.35万 | 0.05% | 10,500 | 10,500 | — | $15.35万 | 新建仓 |
| — | WESTERN COPPER & GOLD CORP | $17.45万 | 0.05% | 61,219 | -12,000 | -16.4% | -$3.42万 | 减仓 |
| ESGD | ISHARES TR | $20.58万 | 0.06% | 2,032 | 0 | 0.0% | — | 不变 |
| WDFC | WD 40 CO | $21.22万 | 0.06% | 1,025 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $21.23万 | 0.06% | 5,853 | 5,853 | — | $21.23万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $21.50万 | 0.06% | 5,745 | 5,745 | — | $21.50万 | 新建仓 |
| B | BARRICK MNG CORP | $21.73万 | 0.06% | 5,051 | 6 | 0.1% | $258 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $22.42万 | 0.07% | 4,340 | 22 | 0.5% | $1,136 | 加仓 |
| ESGE | ISHARES INC | $22.46万 | 0.07% | 4,600 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $22.54万 | 0.07% | 8,990 | 68 | 0.8% | $1,705 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $23.14万 | 0.07% | 3,049 | 7 | 0.2% | $531 | 加仓 |
| — | ISHARES TR | $23.58万 | 0.07% | 5,051 | 5,051 | — | $23.58万 | 新建仓 |
| TTE | TOTALENERGIES SE | $24.33万 | 0.07% | 2,604 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $25.74万 | 0.08% | 3,613 | 7 | 0.2% | $499 | 加仓 |
| — | COLUMBIA ETF TR I | $25.81万 | 0.08% | 8,000 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $25.94万 | 0.08% | 1,123 | 52 | 4.9% | $1.20万 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $27.24万 | 0.08% | 4,490 | 13 | 0.3% | $789 | 加仓 |
| ETN | EATON CORP PLC | $27.28万 | 0.08% | 676 | 2 | 0.3% | $807 | 加仓 |
| MO | ALTRIA GROUP INC | $27.39万 | 0.08% | 4,099 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $27.46万 | 0.08% | 3,721 | 24 | 0.6% | $1,771 | 加仓 |
| CSCO | CISCO SYS INC | $27.50万 | 0.08% | 3,340 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $27.56万 | 0.08% | 457 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $28.23万 | 0.08% | 2,876 | 6 | 0.2% | $589 | 加仓 |
| GE | GE AEROSPACE | $28.50万 | 0.08% | 914 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $28.59万 | 0.08% | 774 | 121 | 18.5% | $4.47万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $28.65万 | 0.08% | 3,499 | 4 | 0.1% | $328 | 加仓 |
| SGOV | ISHARES TR | $28.66万 | 0.08% | 2,851 | -14 | -0.5% | -$1,407 | 减仓 |
| BA | BOEING CO | $28.69万 | 0.08% | 1,291 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC | $28.92万 | 0.09% | 6,896 | 48 | 0.7% | $2,013 | 加仓 |
| T | AT&T INC | $32.32万 | 0.10% | 12,621 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $32.76万 | 0.10% | 2,144 | 4 | 0.2% | $611 | 加仓 |
| VOO | VANGUARD INDEX FDS | $32.97万 | 0.10% | 523 | -24 | -4.4% | -$1.51万 | 减仓 |
| VCRB | VANGUARD MALVERN FDS | $33.64万 | 0.10% | 4,336 | 331 | 8.3% | $2.57万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $34.17万 | 0.10% | 4,308 | 23 | 0.5% | $1,824 | 加仓 |
| SMH | VANECK ETF TRUST | $34.45万 | 0.10% | 777 | 77 | 11.0% | $3.41万 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $34.82万 | 0.10% | 9,642 | 2,891 | 42.8% | $10.44万 | 加仓 |
| GOOGL | ALPHABET INC | $35.44万 | 0.10% | 1,103 | 1 | 0.1% | $321 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $36.21万 | 0.11% | 33,130 | 33,130 | — | $36.21万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $36.28万 | 0.11% | 1,315 | 3 | 0.2% | $828 | 加仓 |
| AVGO | BROADCOM INC | $36.84万 | 0.11% | 970 | 2 | 0.2% | $760 | 加仓 |
| SHLD | GLOBAL X FDS | $37.31万 | 0.11% | 5,007 | 1,250 | 33.3% | $9.32万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $38.47万 | 0.11% | 1,319 | 22 | 1.7% | $6,417 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $39.55万 | 0.12% | 576 | 15 | 2.7% | $1.03万 | 加仓 |
| SUSL | ISHARES TR | $40.06万 | 0.12% | 3,348 | -419 | -11.1% | -$5.01万 | 减仓 |
| SOXX | ISHARES TR | $40.58万 | 0.12% | 1,032 | 1 | 0.1% | $393 | 加仓 |
| GEV | GE VERNOVA INC | $42.68万 | 0.13% | 431 | 0 | 0.0% | — | 不变 |
| EPI | WISDOMTREE TR | $44.35万 | 0.13% | 10,316 | 200 | 2.0% | $8,598 | 加仓 |
| PFF | ISHARES TR | $44.62万 | 0.13% | 14,399 | 60 | 0.4% | $1,859 | 加仓 |
| IMTM | ISHARES TR | $45.72万 | 0.13% | 8,796 | 744 | 9.2% | $3.87万 | 加仓 |
| HD | HOME DEPOT INC | $46.20万 | 0.14% | 1,354 | 31 | 2.3% | $1.06万 | 加仓 |
| SBUX | STARBUCKS CORP | $48.38万 | 0.14% | 4,963 | 14 | 0.3% | $1,365 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $48.54万 | 0.14% | 20,000 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $49.23万 | 0.14% | 6,533 | 53 | 0.8% | $3,994 | 加仓 |
| MCD | MCDONALDS CORP | $50.54万 | 0.15% | 1,660 | 7 | 0.4% | $2,131 | 加仓 |
| QCOM | QUALCOMM INC | $50.54万 | 0.15% | 3,851 | -164 | -4.1% | -$2.15万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $50.57万 | 0.15% | 3,107 | 17 | 0.6% | $2,767 | 加仓 |
| V | VISA INC | $50.90万 | 0.15% | 1,645 | 2 | 0.1% | $619 | 加仓 |
| IUSV | ISHARES TR | $52.19万 | 0.15% | 4,960 | 20 | 0.4% | $2,104 | 加仓 |
| SDOG | ALPS ETF TR | $52.45万 | 0.15% | 8,019 | 69 | 0.9% | $4,513 | 加仓 |
| VGT | VANGUARD WORLD FD | $52.80万 | 0.16% | 696 | -125 | -15.2% | -$9.48万 | 减仓 |
| IDV | ISHARES TR | $53.00万 | 0.16% | 11,982 | 238 | 2.0% | $1.05万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $53.99万 | 0.16% | 16,921 | -1,345 | -7.4% | -$4.29万 | 减仓 |
| WTAI | WISDOMTREE TR | $54.15万 | 0.16% | 16,938 | 797 | 4.9% | $2.55万 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $54.90万 | 0.16% | 11,497 | 44 | 0.4% | $2,101 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $56.63万 | 0.17% | 2,381 | 15 | 0.6% | $3,568 | 加仓 |
| PEP | PEPSICO INC | $57.96万 | 0.17% | 3,718 | 22 | 0.6% | $3,430 | 加仓 |
| — | EXXON MOBIL CORP | $62.89万 | 0.18% | 4,120 | -203 | -4.7% | -$3.10万 | 减仓 |
| CMI | CUMMINS INC | $63.70万 | 0.19% | 1,030 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $64.09万 | 0.19% | 10,030 | -50 | -0.5% | -$3,195 | 减仓 |
| BX | BLACKSTONE INC | $64.48万 | 0.19% | 5,293 | 117 | 2.3% | $1.43万 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $65.00万 | 0.19% | 69,522 | 86 | 0.1% | $804 | 加仓 |
| UNP | UNION PAC CORP | $66.06万 | 0.19% | 2,629 | 4 | 0.2% | $1,005 | 加仓 |
| DVYE | ISHARES INC | $69.62万 | 0.20% | 19,560 | 914 | 4.9% | $3.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $70.05万 | 0.21% | 4,879 | -28 | -0.6% | -$4,020 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $70.98万 | 0.21% | 7,333 | 115 | 1.6% | $1.11万 | 加仓 |
| MCK | MCKESSON CORP | $72.74万 | 0.21% | 841 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $76.62万 | 0.23% | 5,788 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $78.08万 | 0.23% | 9,385 | 73 | 0.8% | $6,073 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $83.36万 | 0.25% | 64,872 | -3,924 | -5.7% | -$5.04万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $84.51万 | 0.25% | 8,450 | 2,335 | 38.2% | $23.35万 | 加仓 |
| QQQ | INVESCO QQQ TR | $87.86万 | 0.26% | 1,423 | 4 | 0.3% | $2,470 | 加仓 |
| MRK | MERCK & CO INC | $92.39万 | 0.27% | 7,689 | 30 | 0.4% | $3,605 | 加仓 |
| EFAV | ISHARES TR | $92.89万 | 0.27% | 9,943 | 100 | 1.0% | $9,342 | 加仓 |
| QUAL | ISHARES TR | $93.30万 | 0.27% | 4,636 | 235 | 5.3% | $4.73万 | 加仓 |
| VPU | VANGUARD WORLD FD | $93.45万 | 0.27% | 4,667 | 3 | 0.1% | $601 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $95.27万 | 0.28% | 18,234 | 76 | 0.4% | $3,971 | 加仓 |
| WMT | WALMART INC | $98.69万 | 0.29% | 7,922 | 2 | 0.0% | $249 | 加仓 |
| META | META PLATFORMS INC | $99.91万 | 0.29% | 1,574 | 21 | 1.4% | $1.33万 | 加仓 |
| IJH | ISHARES TR | $100.36万 | 0.30% | 14,094 | 32 | 0.2% | $2,279 | 加仓 |
| CVX | CHEVRON CORPORATION | $102.79万 | 0.30% | 5,360 | 29 | 0.5% | $5,561 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $103.37万 | 0.30% | 17,981 | 245 | 1.4% | $1.41万 | 加仓 |
| IJR | ISHARES TR | $103.79万 | 0.31% | 7,874 | -18 | -0.2% | -$2,373 | 减仓 |
| ASML | ASML HLDG NV | $107.96万 | 0.32% | 720 | -3 | -0.4% | -$4,498 | 减仓 |
| XT | ISHARES TR | $108.13万 | 0.32% | 15,058 | 67 | 0.4% | $4,811 | 加仓 |
| TSLA | TESLA INC | $110.48万 | 0.32% | 3,135 | 0 | 0.0% | — | 不变 |
| IGRO | ISHARES TR | $110.64万 | 0.33% | 12,659 | -90 | -0.7% | -$7,866 | 减仓 |
| VTI | VANGUARD INDEX FDS | $121.86万 | 0.36% | 3,598 | 10 | 0.3% | $3,387 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $125.03万 | 0.37% | 13,397 | 142 | 1.1% | $1.33万 | 加仓 |
| VDC | VANGUARD WORLD FD | $135.24万 | 0.40% | 6,032 | 69 | 1.2% | $1.55万 | 加仓 |