Sweeney & Michel, LLC
- SEC CIK
- 0001979556
- 最新申報
- 2026/8/10
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/14 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 130
- 較 2025 年第 1 季 +11
- 總值
- $2.82 億
- 較 2025 年第 1 季 +$5,302 萬 (+23.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| iShares Tr464287150 | CORE S&P TTL STK | 184,265 | $2,513 萬 | 8.9% | +5,247+2.9% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 369,708 | $2,396 萬 | 8.5% | +7,928+2.2% | 加碼 | – |
| iShares Core High Dividend ETF46429B663 | ETF | 147,755 | $1,770 萬 | 6.3% | +6,019+4.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 70,456 | $1,488 萬 | 5.3% | −864−1.2% | 減碼 | 歷史 |
| iShares Tr46434V407 | 0-5YR HI YL CP | 287,658 | $1,231 萬 | 4.4% | +13,541+4.9% | 加碼 | – |
| GOOGAlphabet Inc. | Stock | 66,981 | $1,214 萬 | 4.3% | +112+0.2% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 20,049 | $954.1 萬 | 3.4% | −53−0.3% | 減碼 | 歷史 |
| Capital Group Dividend Growe14021L109 | SHS ETF | 270,271 | $913.5 萬 | 3.2% | +3,313+1.2% | 加碼 | – |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 101,186 | $814.5 萬 | 2.9% | +4,732+4.9% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 15,700 | $790.2 萬 | 2.8% | −225−1.4% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 103,948 | $624.3 萬 | 2.2% | +456+0.4% | 加碼 | – |
| Capital Group International14021M107 | SHS | 182,312 | $594.7 萬 | 2.1% | +6,708+3.8% | 加碼 | – |
| COSTCostco Wholesale Corp | Stock | 6,094 | $591.3 萬 | 2.1% | +3,251+114.4% | 加碼 | 歷史 |
| Vanguard Whitehall FDS921946810 | INTL DVD ETF | 61,524 | $545.6 萬 | 1.9% | +979+1.6% | 加碼 | – |
| TCBKTrico Bancshares | COM | 125,913 | $534.4 萬 | 1.9% | +1,743+1.4% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 33,765 | $529.8 萬 | 1.9% | −761−2.2% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 18,050 | $517.8 萬 | 1.8% | −186−1.0% | 減碼 | 歷史 |
| Vanguard High Dividend Yield Index ETF921946406 | ETF | 36,973 | $498.8 萬 | 1.8% | +132+0.4% | 加碼 | – |
| Fidelity MSCI Utilities Index ETF316092865 | ETF | 82,997 | $440.9 萬 | 1.6% | +2,215+2.7% | 加碼 | – |
| VZVerizon Communications Inc | Stock | 97,699 | $406.6 萬 | 1.4% | −1,043−1.1% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 19,722 | $325.3 萬 | 1.2% | +942+5.0% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 13,578 | $305.5 萬 | 1.1% | +95+0.7% | 加碼 | 歷史 |
| KMIKinder Morgan, Inc. | Stock | 98,554 | $274.4 萬 | 1.0% | +2,659+2.8% | 加碼 | 歷史 |
| PLDPrologis, Inc. | REIT | 23,580 | $257.4 萬 | 0.9% | +2,266+10.6% | 加碼 | 歷史 |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 9,874 | $233.3 萬 | 0.8% | −200−2.0% | 減碼 | – |
| iShares Trust iShares 0-1 Year Treasury Bond ETF464288679 | ETF | 18,368 | $202.4 萬 | 0.7% | +10,165+123.9% | 加碼 | – |
| iShares Tr46434V381 | FUTU EXPO TE ETF | 29,790 | $195.2 萬 | 0.7% | +1,627+5.8% | 加碼 | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 37,071 | $194.4 萬 | 0.7% | −906−2.4% | 減碼 | – |
| ABBVAbbVie Inc. | Stock | 10,036 | $193.1 萬 | 0.7% | +162+1.6% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 22,157 | $182.9 萬 | 0.6% | −623−2.7% | 減碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 8,872 | $182.7 萬 | 0.6% | +24+0.3% | 加碼 | – |
| iShares MSCI USA Min Vol Factor ETF46429B697 | ETF | 17,933 | $166.3 萬 | 0.6% | −149−0.8% | 減碼 | – |
| Bondbloxx ETF Trust09789C788 | BLOOMBERG SIX MN | 29,801 | $149.8 萬 | 0.5% | −315−1.0% | 減碼 | – |
| BACBank of America Corp | Stock | 31,945 | $149.3 萬 | 0.5% | −2,398−7.0% | 減碼 | 歷史 |
| Fidelity MSCI Information Technology Index ETF316092808 | ETF | 7,457 | $148.7 萬 | 0.5% | +566+8.2% | 加碼 | – |
| AMGNAmgen Inc | Stock | 4,999 | $147.6 萬 | 0.5% | −191−3.7% | 減碼 | 歷史 |
| iShares Core S&P U.S. Growth ETF464287671 | ETF | 9,308 | $140.8 萬 | 0.5% | +63+0.7% | 加碼 | – |
| Capital Group GBL Growth EQT14020X104 | SHS CREAT UNIT | 43,419 | $139.2 萬 | 0.5% | +967+2.3% | 加碼 | – |
| iShares Tr46434V456 | MSCI INTL QUALTY | 32,012 | $137.7 萬 | 0.5% | +2,072+6.9% | 加碼 | – |
| Vanguard Consumer Staples ETF92204A207 | ETF | 5,873 | $128.3 萬 | 0.5% | +63+1.1% | 加碼 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 4,912 | $125.7 萬 | 0.4% | +8+0.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 3,829 | $117.6 萬 | 0.4% | −410−9.7% | 減碼 | – |
| METAMeta Platforms, Inc. | Stock | 1,627 | $116.7 萬 | 0.4% | +1+0.1% | 加碼 | 歷史 |
| GLDSPDR Gold Trust | ETF | 3,641 | $112.6 萬 | 0.4% | +37+1.0% | 加碼 | 歷史 |
| Vanguard Real Estate ETF922908553 | ETF | 12,487 | $112.1 萬 | 0.4% | −661−5.0% | 減碼 | – |
| SHELShell plc | ADR | 15,162 | $109.6 萬 | 0.4% | −428−2.7% | 減碼 | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 7,663 | $108.9 萬 | 0.4% | +45+0.6% | 加碼 | 歷史 |
| BXBlackstone Inc. | COM | 6,414 | $103.9 萬 | 0.4% | −302−4.5% | 減碼 | 歷史 |
| FBTCFidelity Wise Origin Bitcoin Fund | SHS | 9,853 | $101.6 萬 | 0.4% | +60+0.6% | 加碼 | 歷史 |
| TSLATesla, Inc. | Stock | 3,234 | $101.4 萬 | 0.4% | +307+10.5% | 加碼 | 歷史 |
| iShares Tr46435G524 | INTL DIV GRWTH | 12,626 | $98.4 萬 | 0.3% | −750−5.6% | 減碼 | – |
| FDXFedEx Corp | Stock | 4,129 | $97.5 萬 | 0.3% | +17+0.4% | 加碼 | 歷史 |
| Fidelity High Dividend ETF316092840 | ETF | 17,497 | $93.1 萬 | 0.3% | +151+0.9% | 加碼 | – |
| Fidelity Covington Trust316092303 | CONSMR STAPLES | 18,000 | $91.8 萬 | 0.3% | +78+0.4% | 加碼 | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,924 | $89.4 萬 | 0.3% | +151+1.9% | 加碼 | – |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 19,103 | $89.3 萬 | 0.3% | +1,840+10.7% | 加碼 | – |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 13,853 | $87.9 萬 | 0.3% | −287−2.0% | 減碼 | – |
| CVXChevron Corp | Stock | 5,424 | $84.2 萬 | 0.3% | +408+8.1% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 4,647 | $82.7 萬 | 0.3% | +16+0.3% | 加碼 | – |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 65,762 | $81.5 萬 | 0.3% | −1,517−2.3% | 減碼 | 歷史 |
| iShares MSCI Eafe Min Vol Factor ETF46429B689 | ETF | 9,462 | $78.8 萬 | 0.3% | +132+1.4% | 加碼 | – |
| PGProcter & Gamble Co | Stock | 4,985 | $78.3 萬 | 0.3% | −314−5.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,368 | $75.8 萬 | 0.3% | +723+112.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 7,806 | $73.7 萬 | 0.3% | +11+0.1% | 加碼 | 歷史 |
| Vanguard Intermediate-Term Corporate Bond ETF92206C870 | ETF | 8,571 | $70.3 萬 | 0.2% | +386+4.7% | 加碼 | – |
| IBMInternational Business Machines Corp | Stock | 2,338 | $66.3 萬 | 0.2% | +2,338 | 新進 | 歷史 |
| NCANuveen California Municipal Value Fund | COM STK | 76,124 | $65.5 萬 | 0.2% | +137+0.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 1,587 | $64.4 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| QCOMQualcomm Inc | Stock | 4,048 | $63.7 萬 | 0.2% | +5+0.1% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 2,665 | $62.7 萬 | 0.2% | +15+0.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 6,508 | $59.9 萬 | 0.2% | +12+0.2% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 839 | $59.6 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 7,099 | $59.2 萬 | 0.2% | +821+13.1% | 加碼 | 歷史 |
| ASMLASML Holding NV | ADR | 733 | $58.8 萬 | 0.2% | −4−0.5% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 1,614 | $56.2 萬 | 0.2% | −102−5.9% | 減碼 | 歷史 |
| BlackRock ETF Trust II092528884 | SHORT TERM CALIF | 11,073 | $55.8 萬 | 0.2% | +3,056+38.1% | 加碼 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 819 | $54.9 萬 | 0.2% | +1+0.1% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 3,041 | $54.7 萬 | 0.2% | −152−4.8% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 2,934 | $53.9 萬 | 0.2% | +447+18.0% | 加碼 | – |
| SBUXStarbucks Corp | Stock | 5,666 | $53.8 萬 | 0.2% | +126+2.3% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 1,021 | $52.3 萬 | 0.2% | −248−19.5% | 減碼 | 歷史 |
| iShares Inc464286319 | EM MKTS DIV ETF | 17,694 | $51.4 萬 | 0.2% | −439−2.4% | 減碼 | – |
| HDHome Depot, Inc. | Stock | 1,366 | $50.5 萬 | 0.2% | +2+0.1% | 加碼 | 歷史 |
| Vanguard Calif Tax Free FDS922021605 | TAX EXEMPT BD FD | 5,176 | $50.2 萬 | 0.2% | +1,892+57.6% | 加碼 | – |
| METMetlife Inc | Stock | 6,388 | $49.6 萬 | 0.2% | +45+0.7% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 3,647 | $49.3 萬 | 0.2% | −423−10.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 4,198 | $48.5 萬 | 0.2% | +13+0.3% | 加碼 | 歷史 |
| iShares Core S&P US Value ETF464287663 | ETF | 4,891 | $47.0 萬 | 0.2% | +23+0.5% | 加碼 | – |
| iShares Tr464288687 | PFD AND INCM SEC | 14,982 | $46.8 萬 | 0.2% | +223+1.5% | 加碼 | – |
| Invesco Exch Traded FD Tr II46138E206 | CALIF AMT MUN | 20,000 | $46.4 萬 | 0.2% | −2,000−9.1% | 減碼 | – |
| Alps ETF Tr00162Q858 | SECTR DIV DOGS | 7,820 | $46.1 萬 | 0.2% | +69+0.9% | 加碼 | – |
| Fidelity Covington Trust316092527 | SML MID MLTFCT | 10,785 | $45.3 萬 | 0.2% | −15−0.1% | 減碼 | – |
| MCDMcDonalds Corp | Stock | 1,425 | $42.7 萬 | 0.2% | −255−15.2% | 減碼 | 歷史 |
| iShares Tr46435U218 | ESG MSCI LEADR | 3,853 | $42.1 萬 | 0.1% | +82+2.2% | 加碼 | – |
| KKRKKR & Co. Inc. | COM | 2,862 | $40.4 萬 | 0.1% | −631−18.1% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 14,523 | $39.2 萬 | 0.1% | −881−5.7% | 減碼 | 歷史 |
| WisdomTree Tr97717Y543 | ARTI INT INN FD | 15,796 | $38.5 萬 | 0.1% | +200+1.3% | 加碼 | – |
| CEGConstellation Energy Corp | Stock | 1,159 | $37.3 萬 | 0.1% | −213−15.5% | 減碼 | 歷史 |
| Fidelity MSCI Energy Index ETF316092402 | ETF | 14,839 | $36.5 萬 | 0.1% | −969−6.1% | 減碼 | – |
| CMICummins Inc | Stock | 1,030 | $34.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
2025 年第 1 季之後清倉（4 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。