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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $2,982.75万 | 8.77% | 198,413 | 2,716 | 1.4% | $40.83万 | 加仓 |
| DGRO | ISHARES TR | $2,772.75万 | 8.15% | 383,559 | 10,019 | 2.7% | $72.43万 | 加仓 |
| HDV | ISHARES TR | $2,101.28万 | 6.18% | 156,369 | 3,670 | 2.4% | $49.32万 | 加仓 |
| GOOG | ALPHABET INC | $2,052.65万 | 6.04% | 64,304 | -264 | -0.4% | -$8.43万 | 减仓 |
| AAPL | APPLE INC | $1,956.73万 | 5.75% | 75,491 | -134 | -0.2% | -$3.47万 | 减仓 |
| SHYG | ISHARES TR | $1,424.34万 | 4.19% | 334,981 | 13,332 | 4.1% | $56.69万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $1,162.01万 | 3.42% | 324,312 | 4,748 | 1.5% | $17.01万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $1,065.54万 | 3.13% | 286,127 | 3,766 | 1.3% | $14.02万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,037.58万 | 3.05% | 104,785 | 6,332 | 6.4% | $62.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $968.26万 | 2.85% | 20,164 | 10 | 0.0% | $4,802 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $716.44万 | 2.11% | 30,107 | 61 | 0.2% | $1.45万 | 加仓 |
| TCBK | TRICO BANCSHARES | $631.80万 | 1.86% | 126,082 | 347 | 0.3% | $1.74万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $590.15万 | 1.74% | 6,017 | -99 | -1.6% | -$9.71万 | 减仓 |
| MSFT | MICROSOFT CORP | $589.42万 | 1.73% | 15,335 | -27 | -0.2% | -$1.04万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $571.85万 | 1.68% | 37,330 | 119 | 0.3% | $1.82万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $553.45万 | 1.63% | 60,315 | -444 | -0.7% | -$4.07万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $541.50万 | 1.59% | 90,613 | 1,617 | 1.8% | $9.66万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $537.51万 | 1.58% | 17,136 | 9 | 0.1% | $2,823 | 加仓 |
| FRDM | EA SERIES TRUST | $450.22万 | 1.32% | 74,404 | 2,569 | 3.6% | $15.54万 | 加仓 |
| AMZN | AMAZON COM INC | $363.55万 | 1.07% | 15,155 | 207 | 1.4% | $4.97万 | 加仓 |
| IEMG | ISHARES INC | $360.93万 | 1.06% | 48,162 | -1,039 | -2.1% | -$7.79万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $359.18万 | 1.06% | 18,973 | -10 | -0.1% | -$1,893 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $337.33万 | 0.99% | 66,910 | 12,389 | 22.7% | $62.46万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $320.26万 | 0.94% | 99,863 | 1,250 | 1.3% | $4.01万 | 加仓 |
| PLD | PROLOGIS INC. | $314.31万 | 0.92% | 22,917 | 203 | 0.9% | $2.78万 | 加仓 |
| MTUM | ISHARES TR | $281.69万 | 0.83% | 10,588 | 151 | 1.4% | $4.02万 | 加仓 |
| KRE | SPDR SERIES TRUST | $266.79万 | 0.78% | 38,447 | 299 | 0.8% | $2.07万 | 加仓 |
| SHV | ISHARES TR | $229.66万 | 0.68% | 20,841 | 131 | 0.6% | $1.44万 | 加仓 |
| IGSB | ISHARES TR | $219.40万 | 0.65% | 41,711 | 1,648 | 4.1% | $8.67万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $215.14万 | 0.63% | 42,823 | 7,232 | 20.3% | $36.33万 | 加仓 |
| IQLT | ISHARES TR | $209.97万 | 0.62% | 42,938 | 4,489 | 11.7% | $21.95万 | 加仓 |
| ABBV | ABBVIE INC | $207.28万 | 0.61% | 10,039 | -121 | -1.2% | -$2.50万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $197.36万 | 0.58% | 8,840 | 23 | 0.3% | $5,135 | 加仓 |
| USMV | ISHARES TR | $190.13万 | 0.56% | 20,332 | 1,018 | 5.3% | $9.52万 | 加仓 |
| WFC | WELLS FARGO & CO | $179.51万 | 0.53% | 20,719 | 41 | 0.2% | $3,552 | 加仓 |
| AMGN | AMGEN INC | $177.79万 | 0.52% | 5,082 | 20 | 0.4% | $6,997 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $175.16万 | 0.51% | 48,199 | 1,971 | 4.3% | $7.16万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $165.22万 | 0.49% | 36,377 | -500 | -1.4% | -$2.27万 | 减仓 |
| GLD | SPDR GOLD TR | $162.08万 | 0.48% | 3,723 | 15 | 0.4% | $6,530 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $158.79万 | 0.47% | 7,020 | 406 | 6.1% | $9.18万 | 加仓 |
| IUSG | ISHARES TR | $156.50万 | 0.46% | 9,348 | 11 | 0.1% | $1,842 | 加仓 |
| BAC | BANK AMERICA CORP | $155.87万 | 0.46% | 29,217 | 86 | 0.3% | $4,588 | 加仓 |
| FDX | FEDEX CORP | $150.69万 | 0.44% | 4,052 | -42 | -1.0% | -$1.56万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $143.39万 | 0.42% | 9,848 | 12 | 0.1% | $1,747 | 加仓 |
| CAT | CATERPILLAR INC | $138.71万 | 0.41% | 1,752 | 61 | 3.6% | $4.83万 | 加仓 |
| SHEL | SHELL PLC | $137.82万 | 0.41% | 14,884 | -188 | -1.2% | -$1.74万 | 减仓 |
| VDC | VANGUARD WORLD FD | $135.24万 | 0.40% | 6,032 | 69 | 1.2% | $1.55万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $125.03万 | 0.37% | 13,397 | 142 | 1.1% | $1.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $121.86万 | 0.36% | 3,598 | 10 | 0.3% | $3,387 | 加仓 |
| IGRO | ISHARES TR | $110.64万 | 0.33% | 12,659 | -90 | -0.7% | -$7,866 | 减仓 |
| TSLA | TESLA INC | $110.48万 | 0.32% | 3,135 | 0 | 0.0% | — | 不变 |
| XT | ISHARES TR | $108.13万 | 0.32% | 15,058 | 67 | 0.4% | $4,811 | 加仓 |
| ASML | ASML HLDG NV | $107.96万 | 0.32% | 720 | -3 | -0.4% | -$4,498 | 减仓 |
| IJR | ISHARES TR | $103.79万 | 0.31% | 7,874 | -18 | -0.2% | -$2,373 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $103.37万 | 0.30% | 17,981 | 245 | 1.4% | $1.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $102.79万 | 0.30% | 5,360 | 29 | 0.5% | $5,561 | 加仓 |
| IJH | ISHARES TR | $100.36万 | 0.30% | 14,094 | 32 | 0.2% | $2,279 | 加仓 |
| META | META PLATFORMS INC | $99.91万 | 0.29% | 1,574 | 21 | 1.4% | $1.33万 | 加仓 |
| WMT | WALMART INC | $98.69万 | 0.29% | 7,922 | 2 | 0.0% | $249 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $95.27万 | 0.28% | 18,234 | 76 | 0.4% | $3,971 | 加仓 |
| VPU | VANGUARD WORLD FD | $93.45万 | 0.27% | 4,667 | 3 | 0.1% | $601 | 加仓 |
| QUAL | ISHARES TR | $93.30万 | 0.27% | 4,636 | 235 | 5.3% | $4.73万 | 加仓 |
| EFAV | ISHARES TR | $92.89万 | 0.27% | 9,943 | 100 | 1.0% | $9,342 | 加仓 |
| MRK | MERCK & CO INC | $92.39万 | 0.27% | 7,689 | 30 | 0.4% | $3,605 | 加仓 |
| QQQ | INVESCO QQQ TR | $87.86万 | 0.26% | 1,423 | 4 | 0.3% | $2,470 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $84.51万 | 0.25% | 8,450 | 2,335 | 38.2% | $23.35万 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $83.36万 | 0.25% | 64,872 | -3,924 | -5.7% | -$5.04万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $78.08万 | 0.23% | 9,385 | 73 | 0.8% | $6,073 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $76.62万 | 0.23% | 5,788 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $72.74万 | 0.21% | 841 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $70.98万 | 0.21% | 7,333 | 115 | 1.6% | $1.11万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $70.05万 | 0.21% | 4,879 | -28 | -0.6% | -$4,020 | 减仓 |
| DVYE | ISHARES INC | $69.62万 | 0.20% | 19,560 | 914 | 4.9% | $3.25万 | 加仓 |
| UNP | UNION PAC CORP | $66.06万 | 0.19% | 2,629 | 4 | 0.2% | $1,005 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $65.00万 | 0.19% | 69,522 | 86 | 0.1% | $804 | 加仓 |
| BX | BLACKSTONE INC | $64.48万 | 0.19% | 5,293 | 117 | 2.3% | $1.43万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $64.09万 | 0.19% | 10,030 | -50 | -0.5% | -$3,195 | 减仓 |
| CMI | CUMMINS INC | $63.70万 | 0.19% | 1,030 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $62.89万 | 0.18% | 4,120 | -203 | -4.7% | -$3.10万 | 减仓 |
| PEP | PEPSICO INC | $57.96万 | 0.17% | 3,718 | 22 | 0.6% | $3,430 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $56.63万 | 0.17% | 2,381 | 15 | 0.6% | $3,568 | 加仓 |
| FSMD | FIDELITY COVINGTON TRUST | $54.90万 | 0.16% | 11,497 | 44 | 0.4% | $2,101 | 加仓 |
| WTAI | WISDOMTREE TR | $54.15万 | 0.16% | 16,938 | 797 | 4.9% | $2.55万 | 加仓 |
| FENY | FIDELITY COVINGTON TRUST | $53.99万 | 0.16% | 16,921 | -1,345 | -7.4% | -$4.29万 | 减仓 |
| IDV | ISHARES TR | $53.00万 | 0.16% | 11,982 | 238 | 2.0% | $1.05万 | 加仓 |
| VGT | VANGUARD WORLD FD | $52.80万 | 0.16% | 696 | -125 | -15.2% | -$9.48万 | 减仓 |
| SDOG | ALPS ETF TR | $52.45万 | 0.15% | 8,019 | 69 | 0.9% | $4,513 | 加仓 |
| IUSV | ISHARES TR | $52.19万 | 0.15% | 4,960 | 20 | 0.4% | $2,104 | 加仓 |
| V | VISA INC | $50.90万 | 0.15% | 1,645 | 2 | 0.1% | $619 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $50.57万 | 0.15% | 3,107 | 17 | 0.6% | $2,767 | 加仓 |
| QCOM | QUALCOMM INC | $50.54万 | 0.15% | 3,851 | -164 | -4.1% | -$2.15万 | 减仓 |
| MCD | MCDONALDS CORP | $50.54万 | 0.15% | 1,660 | 7 | 0.4% | $2,131 | 加仓 |
| MET | METLIFE INC | $49.23万 | 0.14% | 6,533 | 53 | 0.8% | $3,994 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $48.54万 | 0.14% | 20,000 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $48.38万 | 0.14% | 4,963 | 14 | 0.3% | $1,365 | 加仓 |
| HD | HOME DEPOT INC | $46.20万 | 0.14% | 1,354 | 31 | 2.3% | $1.06万 | 加仓 |
| IMTM | ISHARES TR | $45.72万 | 0.13% | 8,796 | 744 | 9.2% | $3.87万 | 加仓 |
| PFF | ISHARES TR | $44.62万 | 0.13% | 14,399 | 60 | 0.4% | $1,859 | 加仓 |
| EPI | WISDOMTREE TR | $44.35万 | 0.13% | 10,316 | 200 | 2.0% | $8,598 | 加仓 |
| GEV | GE VERNOVA INC | $42.68万 | 0.13% | 431 | 0 | 0.0% | — | 不变 |