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 |
|---|---|---|---|---|---|---|---|---|
| ITOT | ISHARES TR | $3,336.47万 | 8.76% | 196,749 | -1,664 | -0.8% | -$28.22万 | 减仓 |
| DGRO | ISHARES TR | $3,064.94万 | 8.05% | 385,673 | 2,114 | 0.6% | $16.80万 | 加仓 |
| HDV | ISHARES TR | $2,406.39万 | 6.32% | 836,134 | 54,289 | 6.9% | $156.24万 | 加仓 |
| AAPL | APPLE INC | $2,364.26万 | 6.21% | 75,456 | -35 | -0.0% | -$1.10万 | 减仓 |
| GOOG | ALPHABET INC | $2,274.46万 | 5.97% | 64,347 | 43 | 0.1% | $1.52万 | 加仓 |
| SHYG | ISHARES TR | $1,422.79万 | 3.74% | 337,554 | 2,573 | 0.8% | $10.85万 | 加仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $1,339.39万 | 3.52% | 350,716 | 26,404 | 8.1% | $100.84万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $1,284.49万 | 3.37% | 122,274 | 17,489 | 16.7% | $183.72万 | 加仓 |
| CGDG | CAPITAL GROUP DIVIDEND GROWE | $1,100.67万 | 2.89% | 282,222 | -3,905 | -1.4% | -$15.23万 | 减仓 |
| FRDM | EA SERIES TRUST | $1,078.53万 | 2.83% | 161,771 | 87,367 | 117.4% | $582.48万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,043.85万 | 2.74% | 20,005 | -159 | -0.8% | -$8.30万 | 减仓 |
| MSFT | MICROSOFT CORP | $751.36万 | 1.97% | 15,027 | -308 | -2.0% | -$15.40万 | 减仓 |
| TCBK | TRICO BANCSHARES | $725.08万 | 1.90% | 126,608 | 526 | 0.4% | $3.01万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $720.52万 | 1.89% | 27,794 | -2,313 | -7.7% | -$59.96万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $620.76万 | 1.63% | 37,479 | 149 | 0.4% | $2.47万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $591.22万 | 1.55% | 59,360 | -955 | -1.6% | -$9.51万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $560.15万 | 1.47% | 5,910 | -107 | -1.8% | -$10.14万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $546.50万 | 1.44% | 15,286 | -1,850 | -10.8% | -$66.14万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $535.53万 | 1.41% | 95,020 | 4,407 | 4.9% | $24.84万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $424.61万 | 1.12% | 84,322 | 17,412 | 26.0% | $87.68万 | 加仓 |
| AMZN | AMAZON COM INC | $406.07万 | 1.07% | 14,794 | -361 | -2.4% | -$9.91万 | 减仓 |
| IEMG | ISHARES INC | $387.20万 | 1.02% | 48,407 | 245 | 0.5% | $1.96万 | 加仓 |
| MTUM | ISHARES TR | $302.16万 | 0.79% | 9,769 | -819 | -7.7% | -$25.33万 | 减仓 |
| PLD | PROLOGIS INC. | $272.09万 | 0.71% | 19,413 | -3,504 | -15.3% | -$49.11万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $261.02万 | 0.69% | 11,655 | -7,318 | -38.6% | -$163.89万 | 减仓 |
| ABBV | ABBVIE INC | $244.32万 | 0.64% | 9,930 | -109 | -1.1% | -$2.68万 | 减仓 |
| USMV | ISHARES TR | $237.55万 | 0.62% | 23,609 | 3,277 | 16.1% | $32.97万 | 加仓 |
| KRE | SPDR SERIES TRUST | $234.90万 | 0.62% | 30,823 | -7,624 | -19.8% | -$58.10万 | 减仓 |
| IQLT | ISHARES TR | $233.63万 | 0.61% | 45,216 | 2,278 | 5.3% | $11.77万 | 加仓 |
| IGSB | ISHARES TR | $222.66万 | 0.58% | 42,712 | 1,001 | 2.4% | $5.22万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $215.40万 | 0.57% | 8,784 | -56 | -0.6% | -$1.37万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $210.22万 | 0.55% | 51,741 | 3,542 | 7.3% | $14.39万 | 加仓 |
| AMGN | AMGEN INC | $209.77万 | 0.55% | 5,104 | 22 | 0.4% | $9,042 | 加仓 |
| SHV | ISHARES TR | $208.97万 | 0.55% | 18,972 | -1,869 | -9.0% | -$20.59万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $200.66万 | 0.53% | 6,923 | -97 | -1.4% | -$2.81万 | 减仓 |
| TAXX | BONDBLOXX ETF TRUST | $189.65万 | 0.50% | 37,571 | 37,571 | — | $189.65万 | 新建仓 |
| XHLF | BONDBLOXX ETF TRUST | $187.34万 | 0.49% | 37,312 | -5,511 | -12.9% | -$27.67万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $187.13万 | 0.49% | 4,597 | 4,597 | — | $187.13万 | 新建仓 |
| IUSG | ISHARES TR | $181.75万 | 0.48% | 9,359 | 11 | 0.1% | $2,136 | 加仓 |
| BAC | BANK OF AMER CORP | $180.07万 | 0.47% | 28,505 | -712 | -2.4% | -$4.50万 | 减仓 |
| WFC | WELLS FARGO & CO | $159.34万 | 0.42% | 18,262 | -2,457 | -11.9% | -$21.44万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $153.61万 | 0.40% | 32,640 | -3,737 | -10.3% | -$17.59万 | 减仓 |
| GLD | SPDR GOLD TR | $149.31万 | 0.39% | 3,747 | 24 | 0.6% | $9,563 | 加仓 |
| CAT | CATERPILLAR INC | $147.64万 | 0.39% | 1,753 | 1 | 0.1% | $842 | 加仓 |
| VDC | VANGUARD WORLD FD | $139.91万 | 0.37% | 6,051 | 19 | 0.3% | $4,393 | 加仓 |
| VTI | VANGUARD INDEX FDS | $137.71万 | 0.36% | 3,607 | 9 | 0.3% | $3,436 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $133.03万 | 0.35% | 13,515 | 118 | 0.9% | $1.16万 | 加仓 |
| FDX | FEDEX CORP | $129.34万 | 0.34% | 4,060 | 8 | 0.2% | $2,549 | 加仓 |
| ASML | ASML HLDG NV | $127.77万 | 0.34% | 734 | 14 | 1.9% | $2.44万 | 加仓 |
| SHEL | SHELL PLC | $125.79万 | 0.33% | 14,214 | -670 | -4.5% | -$5.93万 | 减仓 |
| XT | ISHARES TR | $120.48万 | 0.32% | 14,544 | -514 | -3.4% | -$4.26万 | 减仓 |
| IGRO | ISHARES TR | $117.88万 | 0.31% | 12,628 | -31 | -0.2% | -$2,894 | 减仓 |
| IJR | ISHARES TR | $117.13万 | 0.31% | 7,865 | -9 | -0.1% | -$1,340 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $112.98万 | 0.30% | 6,011 | -3,837 | -39.0% | -$72.12万 | 减仓 |
| IJH | ISHARES TR | $109.12万 | 0.29% | 14,028 | -66 | -0.5% | -$5,134 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $108.72万 | 0.29% | 16,934 | -1,047 | -5.8% | -$6.72万 | 减仓 |
| QUAL | ISHARES TR | $105.04万 | 0.28% | 4,654 | 18 | 0.4% | $4,063 | 加仓 |
| QQQ | INVESCO QQQ TR | $104.22万 | 0.27% | 1,441 | 18 | 1.3% | $1.30万 | 加仓 |
| TSLA | TESLA INC | $102.32万 | 0.27% | 3,114 | -21 | -0.7% | -$6,900 | 减仓 |
| CVX | CHEVRON CORPORATION | $100.54万 | 0.26% | 5,389 | 29 | 0.5% | $5,410 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $98.65万 | 0.26% | 18,312 | 78 | 0.4% | $4,202 | 加仓 |
| MRK | MERCK & CO INC | $95.75万 | 0.25% | 7,447 | -242 | -3.1% | -$3.11万 | 减仓 |
| META | META PLATFORMS INC | $94.89万 | 0.25% | 1,603 | 29 | 1.8% | $1.72万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $93.95万 | 0.25% | 9,476 | 1,026 | 12.1% | $10.17万 | 加仓 |
| EFAV | ISHARES TR | $92.90万 | 0.24% | 9,857 | -86 | -0.9% | -$8,106 | 减仓 |
| WMT | WALMART INC | $91.06万 | 0.24% | 8,141 | 219 | 2.8% | $2.45万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $88.82万 | 0.23% | 8,254 | 921 | 12.6% | $9.91万 | 加仓 |
| VPU | VANGUARD WORLD FD | $88.18万 | 0.23% | 4,669 | 2 | 0.0% | $378 | 加仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $81.99万 | 0.22% | 65,484 | 612 | 0.9% | $7,662 | 加仓 |
| UNP | UNION PAC CORP | $77.14万 | 0.20% | 2,631 | 2 | 0.1% | $586 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $74.29万 | 0.20% | 9,125 | -260 | -2.8% | -$2.12万 | 减仓 |
| BX | BLACKSTONE INC | $73.09万 | 0.19% | 5,330 | 37 | 0.7% | $5,074 | 加仓 |
| PG | PROCTER & GAMBLE CO | $72.61万 | 0.19% | 4,981 | 102 | 2.1% | $1.49万 | 加仓 |
| DVYE | ISHARES INC | $70.78万 | 0.19% | 20,672 | 1,112 | 5.7% | $3.81万 | 加仓 |
| WTAI | WISDOMTREE TR | $69.29万 | 0.18% | 16,834 | -104 | -0.6% | -$4,281 | 减仓 |
| MCK | MCKESSON CORP | $68.25万 | 0.18% | 785 | -56 | -6.7% | -$4.87万 | 减仓 |
| VGT | VANGUARD WORLD FD | $67.74万 | 0.18% | 5,578 | 10 | 0.2% | $1,214 | 加仓 |
| CMI | CUMMINS INC | $66.39万 | 0.17% | 1,030 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $65.59万 | 0.17% | 3,813 | -1,975 | -34.1% | -$33.97万 | 减仓 |
| QCOM | QUALCOMM INC | $64.70万 | 0.17% | 3,854 | 3 | 0.1% | $504 | 加仓 |
| — | EXXON MOBIL CORP | $62.19万 | 0.16% | 4,064 | -56 | -1.4% | -$8,570 | 减仓 |
| V | VISA INC | $59.48万 | 0.16% | 1,641 | -4 | -0.2% | -$1,450 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $59.18万 | 0.16% | 3,122 | 15 | 0.5% | $2,843 | 加仓 |
| — | NUVEEN CALIFORNIA MUNI VLU F | $58.94万 | 0.15% | 64,704 | -4,818 | -6.9% | -$4.39万 | 减仓 |
| SDOG | ALPS ETF TR | $58.45万 | 0.15% | 8,089 | 70 | 0.9% | $5,058 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $57.93万 | 0.15% | 18,777 | -81,086 | -81.2% | -$250.15万 | 减仓 |
| FSMD | FIDELITY COVINGTON TRUST | $57.76万 | 0.15% | 11,028 | -469 | -4.1% | -$2.46万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $56.84万 | 0.15% | 2,396 | 15 | 0.6% | $3,559 | 加仓 |
| IUSV | ISHARES TR | $56.80万 | 0.15% | 4,970 | 10 | 0.2% | $1,143 | 加仓 |
| MET | METLIFE INC | $55.94万 | 0.15% | 5,722 | -811 | -12.4% | -$7.93万 | 减仓 |
| SBUX | STARBUCKS CORP | $52.55万 | 0.14% | 4,977 | 14 | 0.3% | $1,478 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $52.46万 | 0.14% | 9,280 | -750 | -7.5% | -$4.24万 | 减仓 |
| ET | ENERGY TRANSFER L P | $52.08万 | 0.14% | 25,870 | 25,870 | — | $52.08万 | 新建仓 |
| SOXX | ISHARES TR | $50.64万 | 0.13% | 932 | -100 | -9.7% | -$5.43万 | 减仓 |
| SGOV | ISHARES TR | $50.17万 | 0.13% | 4,993 | 2,142 | 75.1% | $21.52万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $50.16万 | 0.13% | 706 | 183 | 35.0% | $13.00万 | 加仓 |
| HD | HOME DEPOT INC | $49.08万 | 0.13% | 1,380 | 26 | 1.9% | $9,247 | 加仓 |
| IMTM | ISHARES TR | $48.65万 | 0.13% | 9,083 | 287 | 3.3% | $1.54万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $48.34万 | 0.13% | 20,000 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $46.83万 | 0.12% | 1,706 | 46 | 2.8% | $1.26万 | 加仓 |