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 |
|---|---|---|---|---|---|---|---|---|
| SHEL | SHELL PLC | $137.82万 | 0.41% | 14,884 | -188 | -1.2% | -$1.74万 | 减仓 |
| CAT | CATERPILLAR INC | $138.71万 | 0.41% | 1,752 | 61 | 3.6% | $4.83万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $143.39万 | 0.42% | 9,848 | 12 | 0.1% | $1,747 | 加仓 |
| FDX | FEDEX CORP | $150.69万 | 0.44% | 4,052 | -42 | -1.0% | -$1.56万 | 减仓 |
| BAC | BANK AMERICA CORP | $155.87万 | 0.46% | 29,217 | 86 | 0.3% | $4,588 | 加仓 |
| IUSG | ISHARES TR | $156.50万 | 0.46% | 9,348 | 11 | 0.1% | $1,842 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $158.79万 | 0.47% | 7,020 | 406 | 6.1% | $9.18万 | 加仓 |
| GLD | SPDR GOLD TR | $162.08万 | 0.48% | 3,723 | 15 | 0.4% | $6,530 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $165.22万 | 0.49% | 36,377 | -500 | -1.4% | -$2.27万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $175.16万 | 0.51% | 48,199 | 1,971 | 4.3% | $7.16万 | 加仓 |
| AMGN | AMGEN INC | $177.79万 | 0.52% | 5,082 | 20 | 0.4% | $6,997 | 加仓 |
| WFC | WELLS FARGO & CO | $179.51万 | 0.53% | 20,719 | 41 | 0.2% | $3,552 | 加仓 |
| USMV | ISHARES TR | $190.13万 | 0.56% | 20,332 | 1,018 | 5.3% | $9.52万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $197.36万 | 0.58% | 8,840 | 23 | 0.3% | $5,135 | 加仓 |
| ABBV | ABBVIE INC | $207.28万 | 0.61% | 10,039 | -121 | -1.2% | -$2.50万 | 减仓 |
| IQLT | ISHARES TR | $209.97万 | 0.62% | 42,938 | 4,489 | 11.7% | $21.95万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $215.14万 | 0.63% | 42,823 | 7,232 | 20.3% | $36.33万 | 加仓 |
| IGSB | ISHARES TR | $219.40万 | 0.65% | 41,711 | 1,648 | 4.1% | $8.67万 | 加仓 |
| SHV | ISHARES TR | $229.66万 | 0.68% | 20,841 | 131 | 0.6% | $1.44万 | 加仓 |
| KRE | SPDR SERIES TRUST | $266.79万 | 0.78% | 38,447 | 299 | 0.8% | $2.07万 | 加仓 |
| MTUM | ISHARES TR | $281.69万 | 0.83% | 10,588 | 151 | 1.4% | $4.02万 | 加仓 |
| PLD | PROLOGIS INC. | $314.31万 | 0.92% | 22,917 | 203 | 0.9% | $2.78万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $320.26万 | 0.94% | 99,863 | 1,250 | 1.3% | $4.01万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $337.33万 | 0.99% | 66,910 | 12,389 | 22.7% | $62.46万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $359.18万 | 1.06% | 18,973 | -10 | -0.1% | -$1,893 | 减仓 |
| IEMG | ISHARES INC | $360.93万 | 1.06% | 48,162 | -1,039 | -2.1% | -$7.79万 | 减仓 |
| AMZN | AMAZON COM INC | $363.55万 | 1.07% | 15,155 | 207 | 1.4% | $4.97万 | 加仓 |
| FRDM | EA SERIES TRUST | $450.22万 | 1.32% | 74,404 | 2,569 | 3.6% | $15.54万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $537.51万 | 1.58% | 17,136 | 9 | 0.1% | $2,823 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $541.50万 | 1.59% | 90,613 | 1,617 | 1.8% | $9.66万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $553.45万 | 1.63% | 60,315 | -444 | -0.7% | -$4.07万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $571.85万 | 1.68% | 37,330 | 119 | 0.3% | $1.82万 | 加仓 |
| MSFT | MICROSOFT CORP | $589.42万 | 1.73% | 15,335 | -27 | -0.2% | -$1.04万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $590.15万 | 1.74% | 6,017 | -99 | -1.6% | -$9.71万 | 减仓 |
| TCBK | TRICO BANCSHARES | $631.80万 | 1.86% | 126,082 | 347 | 0.3% | $1.74万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $716.44万 | 2.11% | 30,107 | 61 | 0.2% | $1.45万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $968.26万 | 2.85% | 20,164 | 10 | 0.0% | $4,802 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,037.58万 | 3.05% | 104,785 | 6,332 | 6.4% | $62.70万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $1,065.54万 | 3.13% | 286,127 | 3,766 | 1.3% | $14.02万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $1,162.01万 | 3.42% | 324,312 | 4,748 | 1.5% | $17.01万 | 加仓 |
| SHYG | ISHARES TR | $1,424.34万 | 4.19% | 334,981 | 13,332 | 4.1% | $56.69万 | 加仓 |
| AAPL | APPLE INC | $1,956.73万 | 5.75% | 75,491 | -134 | -0.2% | -$3.47万 | 减仓 |
| GOOG | ALPHABET INC | $2,052.65万 | 6.04% | 64,304 | -264 | -0.4% | -$8.43万 | 减仓 |
| HDV | ISHARES TR | $2,101.28万 | 6.18% | 156,369 | 3,670 | 2.4% | $49.32万 | 加仓 |
| DGRO | ISHARES TR | $2,772.75万 | 8.15% | 383,559 | 10,019 | 2.7% | $72.43万 | 加仓 |
| ITOT | ISHARES TR | $2,982.75万 | 8.77% | 198,413 | 2,716 | 1.4% | $40.83万 | 加仓 |