Sweeney & Michel, LLC
- SEC CIK
- 0001979556
- 最新申報
- 2026/8/10
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/4/9 申報。只含多頭部位。
- 持股檔數
- 119
- 2024 年第 4 季沒有申報
- 總值
- $2.29 億
- 2024 年第 4 季沒有申報
Sweeney & Michel, LLC 沒有申報 2024 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 | 361,780 | $1,998 萬 | 8.7% | – | – | – |
| iShares Tr464287150 | CORE S&P TTL STK | 179,018 | $1,936 萬 | 8.5% | – | – | – |
| iShares Core High Dividend ETF46429B663 | ETF | 141,736 | $1,537 萬 | 6.7% | – | – | – |
| AAPLApple Inc. | Stock | 71,320 | $1,230 萬 | 5.4% | – | – | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 274,117 | $1,119 萬 | 4.9% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 20,102 | $990.3 萬 | 4.3% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 66,869 | $980.2 萬 | 4.3% | – | – | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 266,958 | $748.0 萬 | 3.3% | – | – | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 96,454 | $635.1 萬 | 2.8% | – | – | – |
| MSFTMicrosoft Corp | Stock | 15,925 | $564.6 萬 | 2.5% | – | – | 歷史 |
| JNJJohnson & Johnson | Stock | 34,526 | $517.9 萬 | 2.3% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 103,492 | $494.1 萬 | 2.2% | – | – | – |
| Capital Group International14021M107 | SHS | 175,604 | $463.6 萬 | 2.0% | – | – | – |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 60,545 | $455.8 萬 | 2.0% | – | – | – |
| TCBKTrico Bancshares | COM | 124,170 | $449.0 萬 | 2.0% | – | – | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 36,841 | $422.9 萬 | 1.9% | – | – | – |
| VZVerizon Communications Inc | Stock | 98,742 | $416.4 萬 | 1.8% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,236 | $395.5 萬 | 1.7% | – | – | 歷史 |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 80,782 | $382.0 萬 | 1.7% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 2,843 | $258.4 萬 | 1.1% | – | – | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 95,895 | $241.8 萬 | 1.1% | – | – | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,483 | $230.1 萬 | 1.0% | – | – | 歷史 |
| iShares Tr464288646 | ISHS 1-5YR INVS | 37,977 | $196.8 萬 | 0.9% | – | – | – |
| PLDPrologis, Inc. | REIT | 21,314 | $191.3 萬 | 0.8% | – | – | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 10,074 | $182.2 萬 | 0.8% | – | – | – |
| NVDANVIDIA Corp | Stock | 18,780 | $180.9 萬 | 0.8% | – | – | 歷史 |
| ABBVAbbVie Inc. | Stock | 9,874 | $173.5 萬 | 0.8% | – | – | 歷史 |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 18,082 | $154.5 萬 | 0.7% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,848 | $153.7 萬 | 0.7% | – | – | – |
| Bondbloxx ETF Trust09789C788 | BLOOMBERG SIX MN | 30,116 | $151.3 萬 | 0.7% | – | – | – |
| AMGNAmgen Inc | Stock | 5,190 | $145.5 萬 | 0.6% | – | – | 歷史 |
| WFCWells Fargo & Company | Stock | 22,780 | $141.4 萬 | 0.6% | – | – | 歷史 |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 28,163 | $140.4 萬 | 0.6% | – | – | – |
| BACBank of America Corp | Stock | 34,343 | $120.3 萬 | 0.5% | – | – | 歷史 |
| Vanguard Consumer Staples ETF92204A207 | ETF | 5,810 | $119.0 萬 | 0.5% | – | – | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 29,940 | $107.5 萬 | 0.5% | – | – | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 42,452 | $107.4 萬 | 0.5% | – | – | – |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 9,245 | $105.1 萬 | 0.5% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 13,148 | $104.9 萬 | 0.5% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 4,239 | $103.3 萬 | 0.5% | – | – | – |
| GLDSPDR Gold Trust | ETF | 3,604 | $99.2 萬 | 0.4% | – | – | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 6,891 | $96.3 萬 | 0.4% | – | – | – |
| SHELShell plc | ADR | 15,590 | $93.1 萬 | 0.4% | – | – | 歷史 |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 8,203 | $90.4 萬 | 0.4% | – | – | – |
| iShares Tr46435G524 | INTL DIV GRWTH | 13,376 | $88.7 萬 | 0.4% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,904 | $88.1 萬 | 0.4% | – | – | – |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 17,922 | $85.9 萬 | 0.4% | – | – | – |
| PGProcter & Gamble Co | Stock | 5,299 | $83.9 萬 | 0.4% | – | – | 歷史 |
| METAMeta Platforms, Inc. | Stock | 1,626 | $83.0 萬 | 0.4% | – | – | 歷史 |
| FDXFedEx Corp | Stock | 4,112 | $81.5 萬 | 0.4% | – | – | 歷史 |
| BXBlackstone Inc. | COM | 6,716 | $80.6 萬 | 0.4% | – | – | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 17,346 | $75.6 萬 | 0.3% | – | – | – |
| Vanguard Utilities ETF92204A876 | ETF | 4,631 | $73.3 萬 | 0.3% | – | – | – |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 67,279 | $72.8 萬 | 0.3% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 14,140 | $72.3 萬 | 0.3% | – | – | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 17,263 | $71.3 萬 | 0.3% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,773 | $70.4 萬 | 0.3% | – | – | – |
| CVXChevron Corp | Stock | 5,016 | $68.7 萬 | 0.3% | – | – | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 9,330 | $68.3 萬 | 0.3% | – | – | – |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 9,793 | $65.6 萬 | 0.3% | – | – | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,185 | $65.4 萬 | 0.3% | – | – | – |
| TSLATesla, Inc. | Stock | 2,927 | $64.9 萬 | 0.3% | – | – | 歷史 |
| WMTWalmart Inc. | Stock | 7,795 | $63.8 萬 | 0.3% | – | – | 歷史 |
| NCANuveen California Municipal Value Fund | COM STK | 75,987 | $63.7 萬 | 0.3% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,618 | $58.9 萬 | 0.3% | – | – | 歷史 |
| PEPPepsiCo Inc | Stock | 4,070 | $57.1 萬 | 0.2% | – | – | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,650 | $55.2 萬 | 0.2% | – | – | 歷史 |
| MCKMcKesson Corp | Stock | 839 | $54.8 萬 | 0.2% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,716 | $52.9 萬 | 0.2% | – | – | 歷史 |
| DEDeere & Co | Stock | 1,269 | $52.4 萬 | 0.2% | – | – | 歷史 |
| QCOMQualcomm Inc | Stock | 4,043 | $50.4 萬 | 0.2% | – | – | 歷史 |
| MCDMcDonalds Corp | Stock | 1,680 | $50.4 萬 | 0.2% | – | – | 歷史 |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 22,000 | $50.0 萬 | 0.2% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 6,278 | $49.6 萬 | 0.2% | – | – | 歷史 |
| PMPhilip Morris International Inc. | Stock | 3,193 | $47.7 萬 | 0.2% | – | – | 歷史 |
| HDHome Depot, Inc. | Stock | 1,364 | $45.7 萬 | 0.2% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,496 | $45.4 萬 | 0.2% | – | – | 歷史 |
| SBUXStarbucks Corp | Stock | 5,540 | $44.2 萬 | 0.2% | – | – | 歷史 |
| ASMLASML Holding NV | ADR | 737 | $43.9 萬 | 0.2% | – | – | 歷史 |
| iShares Inc464286319 | EM MKTS DIV ETF | 18,133 | $43.4 萬 | 0.2% | – | – | – |
| CATCaterpillar Inc | Stock | 1,585 | $43.4 萬 | 0.2% | – | – | 歷史 |
| METMetlife Inc | Stock | 6,343 | $43.4 萬 | 0.2% | – | – | 歷史 |
| iShares Tr464288687 | PFD AND INCM SEC | 14,759 | $42.8 萬 | 0.2% | – | – | – |
| XOMExxonMobil Holdings Corp | COM | 4,185 | $42.2 萬 | 0.2% | – | – | 歷史 |
| TAT&T Inc. | Stock | 15,404 | $40.7 萬 | 0.2% | – | – | 歷史 |
| BlackRock ETF Trust II092528884 | SHORT TERM CALIF | 8,017 | $40.1 萬 | 0.2% | – | – | – |
| iShares Core S&P US Value ETF464287663 | ETF | 4,868 | $39.7 萬 | 0.2% | – | – | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 7,751 | $39.1 萬 | 0.2% | – | – | – |
| Vanguard Information Technology ETF92204A702 | ETF | 818 | $38.5 萬 | 0.2% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,487 | $37.9 萬 | 0.2% | – | – | – |
| Fidelity Covington Trust316092527 | SML MID MLTFCT | 10,800 | $37.4 萬 | 0.2% | – | – | – |
| KKRKKR & Co. Inc. | COM | 3,493 | $33.0 萬 | 0.1% | – | – | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 15,808 | $32.9 萬 | 0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 4,163 | $32.5 萬 | 0.1% | – | – | – |
| iShares Tr46435U218 | ESG MSCI LEADR | 3,771 | $32.5 萬 | 0.1% | – | – | – |
| Vanguard Calif Tax Free FDS922021605 | TAX EXEMPT BD FD | 3,284 | $31.4 萬 | 0.1% | – | – | – |
| Vanguard Health Care ETF92204A504 | ETF | 1,298 | $31.2 萬 | 0.1% | – | – | – |
| iShares Tr46436E718 | 0-3 MTH TREASURY | 3,061 | $30.7 萬 | 0.1% | – | – | – |
| ALLAllstate Corp | Stock | 1,500 | $27.5 萬 | 0.1% | – | – | 歷史 |
| CMICummins Inc | Stock | 1,030 | $27.5 萬 | 0.1% | – | – | 歷史 |