Sweeney & Michel, LLC
- SEC CIK
- 0001979556
- 最新申報
- 2026/8/10
2024 年第 1 季持倉
持倉截至 2024/3/31，2024/5/16 申報。只含多頭部位。
- 持股檔數
- 110
- 2023 年第 4 季沒有申報
- 總值
- $2.26 億
- 2023 年第 4 季沒有申報
Sweeney & Michel, LLC 沒有申報 2023 年第 4 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Core Dividend Growth ETF46434V621 | ETF | 348,412 | $2,018 萬 | 8.9% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 169,774 | $1,954 萬 | 8.7% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 136,949 | $1,516 萬 | 6.7% | – | – | – |
| AAPLApple Inc. | Stock | 73,315 | $1,374 萬 | 6.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 66,473 | $1,143 萬 | 5.1% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 221,396 | $933.4 萬 | 4.1% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 20,409 | $837.3 萬 | 3.7% | – | – | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 267,155 | $773.4 萬 | 3.4% | – | – | – |
| MSFTMicrosoft Corp | Stock | 16,000 | $666.5 萬 | 3.0% | – | – | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 71,245 | $576.2 萬 | 2.6% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 78,369 | $555.7 萬 | 2.5% | – | – | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 99,533 | $537.2 萬 | 2.4% | – | – | – |
| JNJJohnson & Johnson | Stock | 35,074 | $530.9 萬 | 2.4% | – | – | 歷史 |
| Capital Group International14021M107 | SHS | 172,594 | $505.4 萬 | 2.2% | – | – | – |
| TCBKTrico Bancshares | COM | 131,627 | $501.5 萬 | 2.2% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 36,074 | $434.0 萬 | 1.9% | – | – | – |
| JPMJPMorgan Chase & Co | Stock | 21,436 | $431.9 萬 | 1.9% | – | – | 歷史 |
| VZVerizon Communications Inc | Stock | 104,326 | $422.4 萬 | 1.9% | – | – | 歷史 |
| SHELShell plc | ADR | 46,349 | $343.3 萬 | 1.5% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,414 | $250.9 萬 | 1.1% | – | – | 歷史 |
| PLDPrologis, Inc. | REIT | 21,595 | $233.8 萬 | 1.0% | – | – | 歷史 |
| COSTCostco Wholesale Corp | Stock | 2,842 | $221.1 萬 | 1.0% | – | – | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 36,384 | $213.9 萬 | 0.9% | – | – | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 10,415 | $192.5 萬 | 0.9% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 10,014 | $181.9 萬 | 0.8% | – | – | – |
| AMGNAmgen Inc | Stock | 5,020 | $156.3 萬 | 0.7% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,064 | $146.5 萬 | 0.6% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 16,699 | $138.6 萬 | 0.6% | – | – | – |
| WFCWells Fargo & Company | Stock | 22,166 | $137.2 萬 | 0.6% | – | – | 歷史 |
| BACBank of America Corp | Stock | 35,541 | $136.8 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 26,607 | $135.8 萬 | 0.6% | – | – | – |
| NVDANVIDIA Corp | Stock | 1,454 | $132.8 萬 | 0.6% | – | – | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 10,627 | $125.6 萬 | 0.6% | – | – | – |
| FDXFedEx Corp | Stock | 4,277 | $110.8 萬 | 0.5% | – | – | 歷史 |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,216 | $109.4 萬 | 0.5% | – | – | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 5,224 | $107.8 萬 | 0.5% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 5,084 | $105.9 萬 | 0.5% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 12,553 | $105.2 萬 | 0.5% | – | – | – |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 6,385 | $99.4 萬 | 0.4% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 24,997 | $99.4 萬 | 0.4% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 8,768 | $96.8 萬 | 0.4% | – | – | – |
| Fidelity High Dividend ETF316092840 | ETF | 20,520 | $94.8 萬 | 0.4% | – | – | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 13,361 | $90.8 萬 | 0.4% | – | – | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,326 | $86.4 萬 | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 5,176 | $85.8 萬 | 0.4% | – | – | 歷史 |
| MRKMerck & Co., Inc. | Stock | 6,624 | $85.2 萬 | 0.4% | – | – | 歷史 |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 29,036 | $84.7 萬 | 0.4% | – | – | – |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 11,796 | $84.6 萬 | 0.4% | – | – | – |
| BXBlackstone Inc. | COM | 6,706 | $84.5 萬 | 0.4% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,445 | $84.0 萬 | 0.4% | – | – | 歷史 |
| NCANuveen California Municipal Value Fund | COM STK | 94,146 | $81.5 萬 | 0.4% | – | – | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,481 | $75.9 萬 | 0.3% | – | – | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 16,374 | $75.5 萬 | 0.3% | – | – | – |
| PEPPepsiCo Inc | Stock | 4,189 | $75.4 萬 | 0.3% | – | – | 歷史 |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 15,629 | $75.2 萬 | 0.3% | – | – | – |
| METAMeta Platforms, Inc. | Stock | 1,586 | $74.8 萬 | 0.3% | – | – | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 4,663 | $72.3 萬 | 0.3% | – | – | – |
| CMCSAComcast Corp | Stock | 17,220 | $68.4 萬 | 0.3% | – | – | 歷史 |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 59,515 | $68.2 萬 | 0.3% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 716 | $65.5 萬 | 0.3% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,638 | $64.6 萬 | 0.3% | – | – | 歷史 |
| iShares Inc464286319 | EM MKTS DIV ETF | 19,810 | $57.0 萬 | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 3,472 | $56.8 萬 | 0.3% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,316 | $54.3 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 6,790 | $51.4 萬 | 0.2% | – | – | 歷史 |
| CATCaterpillar Inc | Stock | 1,431 | $51.2 萬 | 0.2% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 900 | $49.7 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 15,509 | $48.8 萬 | 0.2% | – | – | – |
| KKRKKR & Co. Inc. | COM | 4,717 | $48.3 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,772 | $48.0 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,722 | $47.8 萬 | 0.2% | – | – | 歷史 |
| METMetlife Inc | Stock | 6,398 | $46.9 萬 | 0.2% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 3,950 | $46.5 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 18,000 | $44.6 萬 | 0.2% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 4,796 | $42.9 萬 | 0.2% | – | – | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 7,935 | $42.7 萬 | 0.2% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 7,134 | $42.7 萬 | 0.2% | – | – | 歷史 |
| KHCKraft Heinz Co | Stock | 11,350 | $41.1 萬 | 0.2% | – | – | 歷史 |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 7,490 | $40.6 萬 | 0.2% | – | – | – |
| UPSUnited Parcel Service Inc | Stock | 2,620 | $38.8 萬 | 0.2% | – | – | 歷史 |
| Vanguard Information Technology ETF92204A702 | ETF | 738 | $38.7 萬 | 0.2% | – | – | – |
| HDHome Depot, Inc. | Stock | 1,079 | $36.8 萬 | 0.2% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 4,691 | $36.2 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 19,618 | $33.9 萬 | 0.2% | – | – | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,284 | $33.8 萬 | 0.1% | – | – | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 3,479 | $32.4 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,202 | $32.3 萬 | 0.1% | – | – | – |
| Fidelity MSCI Materials Index ETF316092881 | ETF | 6,174 | $32.0 萬 | 0.1% | – | – | – |
| iShares Semiconductor ETF464287523 | ETF | 1,375 | $30.9 萬 | 0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 3,086 | $30.8 萬 | 0.1% | – | – | 歷史 |
| CMICummins Inc | Stock | 1,029 | $30.4 萬 | 0.1% | – | – | 歷史 |
| ABNBAirbnb, Inc. | Stock | 1,986 | $29.1 萬 | 0.1% | – | – | 歷史 |
| HDBHDFC Bank Ltd | SPONSORED ADS | 5,202 | $29.1 萬 | 0.1% | – | – | 歷史 |
| TSLATesla, Inc. | Stock | 1,598 | $28.4 萬 | 0.1% | – | – | 歷史 |
| Vanguard World FD921910691 | ESG US CORP BD | 4,418 | $27.3 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717Y543 | ARTI INT INN FD | 13,460 | $27.2 萬 | 0.1% | – | – | – |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 3,343 | $26.5 萬 | 0.1% | – | – | – |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 10,000 | $25.8 萬 | 0.1% | – | – | – |
| ALLAllstate Corp | Stock | 1,500 | $25.4 萬 | 0.1% | – | – | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 553 | $24.7 萬 | 0.1% | – | – | – |