SWEENEY & MICHEL, LLC
CHICO CA · SEC CIK 0001979556
$3.81亿2026Q2 申报市值
164持仓数
51.7%前十大占比 · 第一大 8.8%
18 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FRDM 加仓+$582.48万
TAXX 新建仓+$189.65万
UNH 新建仓+$187.13万
VYMI 加仓+$183.72万
HDV 加仓+$156.24万
2026Q2 卖出最多 按季末市值估算
KMI 减仓-$250.15万
NVDA 减仓-$163.89万
XLK 减仓-$72.12万
JPM 减仓-$66.14万
JNJ 减仓-$59.96万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | WESTERN COPPER & GOLD CORP | $14.51万 | 0.04% | 60,219 | -1,000 | -1.6% | -$2,410 | 减仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $16.20万 | 0.04% | 10,500 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $20.06万 | 0.05% | 173 | 173 | — | $20.06万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $20.17万 | 0.05% | 1,931 | -41 | -2.1% | -$4,284 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $20.18万 | 0.05% | 2,898 | 2,898 | — | $20.18万 | 新建仓 |
| IXN | ISHARES TR | $21.12万 | 0.06% | 1,499 | 1,499 | — | $21.12万 | 新建仓 |
| KO | COCA COLA CO | $21.32万 | 0.06% | 2,449 | 2,449 | — | $21.32万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $21.97万 | 0.06% | 5,821 | 76 | 1.3% | $2,869 | 加仓 |
| ESGE | ISHARES INC | $22.00万 | 0.06% | 4,175 | -425 | -9.2% | -$2.24万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $22.05万 | 0.06% | 2,466 | 2,466 | — | $22.05万 | 新建仓 |
| B | BARRICK MNG CORP | $22.08万 | 0.06% | 5,054 | 3 | 0.1% | $131 | 加仓 |
| MPC | MARATHON PETE CORP | $22.15万 | 0.06% | 743 | 743 | — | $22.15万 | 新建仓 |
| ESGD | ISHARES TR | $22.22万 | 0.06% | 2,063 | 31 | 1.5% | $3,339 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $22.23万 | 0.06% | 460 | 460 | — | $22.23万 | 新建仓 |
| TTE | TOTALENERGIES SE | $22.35万 | 0.06% | 2,604 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $22.38万 | 0.06% | 333 | 333 | — | $22.38万 | 新建仓 |
| — | GLOBAL X FDS | $23.37万 | 0.06% | 6,163 | 310 | 5.3% | $1.18万 | 加仓 |
| — | ISHARES TR | $23.93万 | 0.06% | 5,152 | 101 | 2.0% | $4,692 | 加仓 |
| WDFC | WD 40 CO | $24.08万 | 0.06% | 1,025 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $24.38万 | 0.06% | 9,808 | 818 | 9.1% | $2.03万 | 加仓 |
| IGV | ISHARES TR | $24.39万 | 0.06% | 2,375 | 2,375 | — | $24.39万 | 新建仓 |
| LOW | LOWES COS INC | $24.53万 | 0.06% | 1,098 | 1,098 | — | $24.53万 | 新建仓 |
| VLUE | ISHARES TR | $24.84万 | 0.07% | 1,257 | 1,257 | — | $24.84万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $25.08万 | 0.07% | 4,355 | 15 | 0.3% | $864 | 加仓 |
| GOOGL | ALPHABET INC | $26.23万 | 0.07% | 740 | -363 | -32.9% | -$12.87万 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $27.23万 | 0.07% | 4,502 | 12 | 0.3% | $726 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $27.31万 | 0.07% | 3,771 | 50 | 1.3% | $3,620 | 加仓 |
| FQAL | FIDELITY COVINGTON TRUST | $27.69万 | 0.07% | 3,256 | 207 | 6.8% | $1.76万 | 加仓 |
| WM | WASTE MGMT INC DEL | $27.89万 | 0.07% | 1,225 | 102 | 9.1% | $2.32万 | 加仓 |
| T | AT&T INC | $28.13万 | 0.07% | 11,826 | -795 | -6.3% | -$1.89万 | 减仓 |
| MO | ALTRIA GROUP INC | $28.31万 | 0.07% | 4,142 | 43 | 1.0% | $2,939 | 加仓 |
| DE | DEERE & CO | $28.45万 | 0.07% | 458 | 1 | 0.2% | $621 | 加仓 |
| SMH | VANECK ETF TRUST | $29.14万 | 0.08% | 500 | -277 | -35.6% | -$16.14万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $29.21万 | 0.08% | 2,018 | 2,018 | — | $29.21万 | 新建仓 |
| FHLC | FIDELITY COVINGTON TRUST | $29.22万 | 0.08% | 3,622 | 9 | 0.2% | $726 | 加仓 |
| KKR | KKR & CO INC | $29.63万 | 0.08% | 2,882 | 6 | 0.2% | $617 | 加仓 |
| ALLY | ALLY FINL INC | $29.98万 | 0.08% | 6,857 | -39 | -0.6% | -$1,705 | 减仓 |
| BA | BOEING CO | $30.28万 | 0.08% | 1,291 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $30.42万 | 0.08% | 678 | 2 | 0.3% | $897 | 加仓 |
| — | COLUMBIA ETF TR I | $31.07万 | 0.08% | 8,000 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $31.22万 | 0.08% | 4,104 | -232 | -5.4% | -$1.77万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $31.53万 | 0.08% | 3,615 | 116 | 3.3% | $1.01万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $31.68万 | 0.08% | 754 | -20 | -2.6% | -$8,403 | 减仓 |
| TRIN | TRINITY CAP INC | $32.68万 | 0.09% | 18,104 | 18,104 | — | $32.68万 | 新建仓 |
| GE | GE AEROSPACE | $33.90万 | 0.09% | 916 | 2 | 0.2% | $740 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $34.24万 | 0.09% | 4,356 | 48 | 1.1% | $3,773 | 加仓 |
| SHLD | GLOBAL X FDS | $34.64万 | 0.09% | 5,017 | 10 | 0.2% | $690 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $34.92万 | 0.09% | 30,000 | -3,130 | -9.4% | -$3.64万 | 减仓 |
| MMM | 3M CO | $38.38万 | 0.10% | 2,099 | -45 | -2.1% | -$8,229 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $38.38万 | 0.10% | 1,422 | 103 | 7.8% | $2.78万 | 加仓 |
| AVGO | BROADCOM INC | $38.52万 | 0.10% | 901 | -69 | -7.1% | -$2.95万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $41.10万 | 0.11% | 10,706 | 1,064 | 11.0% | $4.08万 | 加仓 |
| VHT | VANGUARD WORLD FD | $41.15万 | 0.11% | 1,318 | 3 | 0.2% | $937 | 加仓 |
| CSCO | CISCO SYS INC | $41.55万 | 0.11% | 3,422 | 82 | 2.5% | $9,956 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $42.03万 | 0.11% | 1,155 | 1,155 | — | $42.03万 | 新建仓 |
| GEV | GE VERNOVA INC | $42.68万 | 0.11% | 431 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $43.77万 | 0.11% | 13,699 | -3,222 | -19.0% | -$10.29万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $43.95万 | 0.12% | 5,146 | 5,146 | — | $43.95万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $44.21万 | 0.12% | 572 | -4 | -0.7% | -$3,091 | 减仓 |
| IDV | ISHARES TR | $44.34万 | 0.12% | 9,940 | -2,042 | -17.0% | -$9.11万 | 减仓 |
| PFF | ISHARES TR | $44.58万 | 0.12% | 14,548 | 149 | 1.0% | $4,565 | 加仓 |
| EPI | WISDOMTREE TR | $45.06万 | 0.12% | 10,316 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $45.11万 | 0.12% | 3,245 | -473 | -12.7% | -$6.58万 | 减仓 |
| SUSL | ISHARES TR | $45.59万 | 0.12% | 3,305 | -43 | -1.3% | -$5,931 | 减仓 |
| MCD | MCDONALDS CORP | $46.83万 | 0.12% | 1,706 | 46 | 2.8% | $1.26万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $48.34万 | 0.13% | 20,000 | 0 | 0.0% | — | 不变 |
| IMTM | ISHARES TR | $48.65万 | 0.13% | 9,083 | 287 | 3.3% | $1.54万 | 加仓 |
| HD | HOME DEPOT INC | $49.08万 | 0.13% | 1,380 | 26 | 1.9% | $9,247 | 加仓 |
| VOO | VANGUARD INDEX FDS | $50.16万 | 0.13% | 706 | 183 | 35.0% | $13.00万 | 加仓 |
| SGOV | ISHARES TR | $50.17万 | 0.13% | 4,993 | 2,142 | 75.1% | $21.52万 | 加仓 |
| SOXX | ISHARES TR | $50.64万 | 0.13% | 932 | -100 | -9.7% | -$5.43万 | 减仓 |
| ET | ENERGY TRANSFER L P | $52.08万 | 0.14% | 25,870 | 25,870 | — | $52.08万 | 新建仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $52.46万 | 0.14% | 9,280 | -750 | -7.5% | -$4.24万 | 减仓 |
| SBUX | STARBUCKS CORP | $52.55万 | 0.14% | 4,977 | 14 | 0.3% | $1,478 | 加仓 |
| MET | METLIFE INC | $55.94万 | 0.15% | 5,722 | -811 | -12.4% | -$7.93万 | 减仓 |
| IUSV | ISHARES TR | $56.80万 | 0.15% | 4,970 | 10 | 0.2% | $1,143 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $56.84万 | 0.15% | 2,396 | 15 | 0.6% | $3,559 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $57.76万 | 0.15% | 11,028 | -469 | -4.1% | -$2.46万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $57.93万 | 0.15% | 18,777 | -81,086 | -81.2% | -$250.15万 | 减仓 |
| SDOG | ALPS ETF TR | $58.45万 | 0.15% | 8,089 | 70 | 0.9% | $5,058 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $58.94万 | 0.15% | 64,704 | -4,818 | -6.9% | -$4.39万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $59.18万 | 0.16% | 3,122 | 15 | 0.5% | $2,843 | 加仓 |
| V | VISA INC | $59.48万 | 0.16% | 1,641 | -4 | -0.2% | -$1,450 | 减仓 |
| — | EXXON MOBIL CORP | $62.19万 | 0.16% | 4,064 | -56 | -1.4% | -$8,570 | 减仓 |
| QCOM | QUALCOMM INC | $64.70万 | 0.17% | 3,854 | 3 | 0.1% | $504 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $65.59万 | 0.17% | 3,813 | -1,975 | -34.1% | -$33.97万 | 减仓 |
| CMI | CUMMINS INC | $66.39万 | 0.17% | 1,030 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $67.74万 | 0.18% | 5,578 | 10 | 0.2% | $1,214 | 加仓 |
| MCK | MCKESSON CORP | $68.25万 | 0.18% | 785 | -56 | -6.7% | -$4.87万 | 减仓 |
| WTAI | WISDOMTREE TR | $69.29万 | 0.18% | 16,834 | -104 | -0.6% | -$4,281 | 减仓 |
| DVYE | ISHARES INC | $70.78万 | 0.19% | 20,672 | 1,112 | 5.7% | $3.81万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $72.61万 | 0.19% | 4,981 | 102 | 2.1% | $1.49万 | 加仓 |
| BX | BLACKSTONE INC | $73.09万 | 0.19% | 5,330 | 37 | 0.7% | $5,074 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $74.29万 | 0.20% | 9,125 | -260 | -2.8% | -$2.12万 | 减仓 |
| UNP | UNION PAC CORP | $77.14万 | 0.20% | 2,631 | 2 | 0.1% | $586 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $81.99万 | 0.22% | 65,484 | 612 | 0.9% | $7,662 | 加仓 |
| VPU | VANGUARD WORLD FD | $88.18万 | 0.23% | 4,669 | 2 | 0.0% | $378 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $88.82万 | 0.23% | 8,254 | 921 | 12.6% | $9.91万 | 加仓 |
| WMT | WALMART INC | $91.06万 | 0.24% | 8,141 | 219 | 2.8% | $2.45万 | 加仓 |
| EFAV | ISHARES TR | $92.90万 | 0.24% | 9,857 | -86 | -0.9% | -$8,106 | 减仓 |