13FBOX
DCM Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

DCM Advisors, LLC

No.6341 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.53亿
环比变动 Q1 2026
+$3,346.8万+15.2%
持仓股票数
38
新买入
1
加仓
31
减仓
6
清仓
1
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
5.62%5.49%$1,423.1万5.0万股$1,206.3万4.8万股+1,649股+3.44%加仓
微软MSFT
5.14%5.59%$1,301.9万3.5万股$1,229.6万3.3万股+1,688股+5.07%加仓
摩根士丹利MS
4.7%4.11%$1,191.3万5.8万股$904.2万6.1万股-2,541股-4.16%减仓
BBANK OF AMERBAC
4.57%4.35%$1,158.8万20.3万股$955.7万19.6万股+7,332股+3.74%加仓
高盛GS
4.39%4.08%$1,112.9万1.1万股$897.9万1.3万股-1,469股-11.38%减仓
DDELL TECHNOLOGIES INC CLASS CDELL
4.12%4.38%$1,044.7万2.4万股$963.1万5.9万股-3.4万股-58.74%减仓
摩根大通JPM
4.02%4.01%$1,017.0万3.1万股$880.9万3.0万股+1,125股+3.76%加仓
WELLS FARGO NEWWFC
3.96%4.22%$1,001.9万12.1万股$928.6万11.7万股+4,592股+3.94%加仓
Meta平台META
3.89%4.4%$984.9万1.7万股$967.0万1.7万股+583股+3.45%加仓
迪士尼DIS
3.85%4.11%$975.4万10.1万股$903.2万9.4万股+7,635股+8.15%加仓
伯克希尔哈撒韦BRK.B
3.82%3.76%$966.9万1.9万股$826.1万1.7万股+2,133股+12.32%加仓
美国运通AXP
3.56%3.52%$902.2万2.7万股$774.4万2.6万股+1,070股+4.15%加仓
TTRIPADVISORTRIP
3.47%2.29%$878.0万64.0万股$502.4万47.1万股+16.9万股+35.89%加仓
AMERICAN INTL COM NEWAIG
3.46%3.72%$876.6万11.8万股$817.9万10.9万股+8,932股+8.22%加仓
马拉松石油MPC
3.45%3.69%$873.9万3.4万股$811.3万3.3万股+955股+2.87%加仓
COMCAST NEW CL ACMCSA
3.07%3.92%$778.4万31.7万股$861.0万30.0万股+1.7万股+5.72%加仓
谷歌AGOOGL
3.07%3.56%$777.9万2.2万股$782.4万2.8万股-5,429股-19.59%减仓
CVS健康CVS
3.04%2.36%$769.9万7.4万股$518.3万7.2万股+2,254股+3.12%加仓
甲骨文ORCL
2.84%3.13%$720.0万4.9万股$688.6万4.7万股+2,426股+5.18%加仓
艾伯维ABBV
2.82%2.73%$714.7万2.8万股$600.4万2.8万股+799股+2.89%加仓
雷神技术RTX
2.73%3.11%$690.9万3.6万股$684.7万3.5万股+924股+2.60%加仓
CSX铁路CSX
2.21%2.11%$559.7万11.8万股$463.4万11.3万股+4,869股+4.31%加仓
AAlphabet Inc Class CGOOG
2.13%2.05%$539.5万1.5万股$449.6万1.6万股-407股-2.60%减仓
耐克NKE
1.98%$501.4万12.2万股$00股+12.2万股新买入
辉瑞PFE
1.94%0.39%$490.3万20.4万股$86.2万3.1万股+17.3万股+562.98%加仓
RRHRH
1.87%1.69%$474.1万2.9万股$371.2万2.7万股+2,233股+8.41%加仓
PHILIP MORRIS INTLPM
1.79%1.82%$452.2万2.5万股$401.0万2.4万股+738股+3.04%加仓
Phillips 66PSX
1.45%1.73%$367.8万2.2万股$379.8万2.1万股+912股+4.38%加仓
麦当劳MCD
1.27%1.63%$322.6万1.2万股$357.8万1.2万股+423股+3.67%加仓
波音BA
1.06%1.09%$269.7万1.2万股$240.0万1.2万股+404股+3.35%加仓
康菲石油COP
0.8%1.12%$201.8万1.9万股$246.6万1.9万股+724股+3.87%加仓
AAT&TT
0.8%1.19%$201.4万9.7万股$262.1万9.0万股+6,888股+7.62%加仓
威瑞森VZ
0.76%1.04%$193.0万4.6万股$228.0万4.5万股+150股+0.33%加仓
百事可乐PEP
0.75%0.96%$190.9万1.4万股$211.1万1.4万股+501股+3.68%加仓
英伟达NVDA
0.71%0.88%$179.3万1.0万股$193.9万1.2万股-2,096股-16.86%减仓
宝洁PG
0.61%0.66%$153.6万1.0万股$146.0万1.0万股+366股+3.62%加仓
ARES CAPITALARCC
0.17%0.19%$43.2万2.5万股$41.4万2.5万股+358股+1.43%加仓
BLUE OWL CAP CORPOBDC
0.11%0.13%$28.5万2.7万股$28.5万2.7万股+522股+1.94%加仓

🧭 机构资金流板块热力图

净流出 净流入