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DOVER ADVISORS, LLC · 13F 持仓分析
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DOVER ADVISORS, LLC

No.6518 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.40亿
环比变动 Q1 2026
-$193.4万-0.8%
持仓股票数
153
新买入
8
加仓
83
减仓
37
清仓
14
持股不变
25
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
微软MSFT
7.49%5.33%$1,794.9万3.7万股$1,289.5万3.5万股+2,278股+6.54%加仓
苹果AAPL
7.36%6.01%$1,765.2万6.5万股$1,453.5万5.7万股+7,658股+13.37%加仓
伯克希尔哈撒韦BRK.A
4.72%4.46%$1,132.2万15股$1,077.2万15股00.00%持仓不变
谷歌AGOOGL
4.27%3.65%$1,024.8万3.3万股$882.8万3.1万股+2,040股+6.64%加仓
摩根大通JPM
2.97%2.66%$713.0万2.2万股$642.6万2.2万股+283股+1.30%加仓
亚马逊AMZN
2.77%2.41%$665.4万2.9万股$581.7万2.8万股+897股+3.21%加仓
IiShares安硕信托SHV
2.09%4.63%$501.1万4.5万股$1,119.4万10.1万股-5.6万股-55.14%减仓
可口可乐KO
2.01%1.64%$482.3万6.9万股$395.5万5.2万股+1.7万股+33.59%加仓
雷神技术RTX
1.93%1.93%$462.1万2.5万股$467.1万2.4万股+979股+4.04%加仓
伯克希尔哈撒韦BRK.B
1.87%1.48%$448.7万8,927股$358.9万7,489股+1,438股+19.20%加仓
台积电TSM
1.74%1.82%$416.3万1.4万股$440.9万1.3万股+653股+5.02%加仓
伊顿ETN
1.73%1.92%$414.7万1.3万股$463.0万1.3万股+76股+0.59%加仓
霍尼韦尔HON
1.6%1.77%$382.9万2.0万股$427.7万1.9万股+704股+3.72%加仓
SSCHWAB SHORT-TERM U.S. TREASURY ETFSCHO
1.59%1.44%$382.3万15.7万股$347.3万14.3万股+1.4万股+9.61%加仓
PALO ALTOPANW
1.44%1.16%$344.7万1.9万股$280.7万1.8万股+1,201股+6.86%加仓
强生JNJ
1.36%1.36%$326.6万1.6万股$329.9万1.3万股+2,286股+16.94%加仓
博通AVGO
1.35%1.13%$323.5万9,347股$274.0万8,854股+493股+5.57%加仓
雅培ABT
1.29%1.07%$310.1万2.5万股$258.0万2.5万股-381股-1.52%减仓
美国运通AXP
1.23%0.98%$295.1万7,977股$238.0万7,867股+110股+1.40%加仓
IiShares安硕信托IWY
1.1%0.88%$264.6万9,556股$213.6万8,583股+973股+11.34%加仓
IiShares安硕·RUSSELL MIDCAP ETFIWR
1.08%1.04%$258.5万2.7万股$252.3万2.6万股+896股+3.45%加仓
派克汉尼汾PH
1.07%1.07%$255.4万2,906股$259.7万2,901股+5股+0.17%加仓
T赛默飞世尔TMO
1.02%0.81%$245.0万4,225股$194.9万3,962股+263股+6.64%加仓
LOWES COS COMLOW
1.02%0.96%$244.1万1.0万股$232.7万9,848股+272股+2.76%加仓
优步UBER
1.02%0.83%$243.7万3.0万股$199.7万2.8万股+2,063股+7.43%加仓
杜克能源DUK
0.98%1.13%$234.4万2.0万股$273.8万2.1万股-910股-4.35%减仓
家得宝HD
0.97%0.88%$231.4万6,726股$213.7万6,499股+227股+3.49%加仓
百事可乐PEP
0.95%1.02%$228.9万1.6万股$245.5万1.6万股-14股-0.09%减仓
IIBMIBM
0.95%0.81%$228.6万7,717股$196.6万8,112股-395股-4.87%减仓
ExpediaEXPE
0.93%0.71%$222.7万7,859股$170.7万7,392股+467股+6.32%加仓
VertivVRT
0.92%0.5%$220.5万6,582股$122.0万4,870股+1,712股+35.15%加仓
雪佛龙CVX
0.9%1.2%$216.5万1.4万股$291.1万1.4万股+131股+0.93%加仓
迪士尼DIS
0.89%0.96%$214.6万1.9万股$232.6万2.4万股-5,390股-22.34%减仓
阿斯麦ASML
0.85%1.01%$204.7万1,913股$243.0万1,840股+73股+3.97%加仓
甲骨文ORCL
0.84%0.6%$201.6万1.0万股$146.0万9,924股+417股+4.20%加仓
N新纪元能源NEE
0.83%0.94%$198.6万2.5万股$227.3万2.4万股+268股+1.10%加仓
联合健康UNH
0.81%0.64%$193.8万5,872股$154.6万5,714股+158股+2.77%加仓
宝洁PG
0.79%0.78%$189.8万1.3万股$189.3万1.3万股+136股+1.04%加仓
UNITED BANKSHARES WEST VUBSI
0.76%0.52%$182.5万4.7万股$124.7万3.0万股+1.7万股+57.76%加仓
礼来LLY
0.73%0.61%$174.6万1,625股$147.6万1,605股+20股+1.25%加仓
艾默生电气EMR
0.67%0.65%$160.6万1.2万股$157.1万1.2万股+115股+0.96%加仓
NETFLIXNFLX
0.67%0.78%$159.8万1.7万股$189.4万2.0万股-2,654股-13.47%减仓
艾伯维ABBV
0.66%0.61%$158.7万6,944股$146.6万6,740股+204股+3.03%加仓
芝加哥商品交易所CME
0.65%0.49%$156.3万5,722股$119.4万4,042股+1,680股+41.56%加仓
INGREDION COMINGR
0.64%0.65%$154.4万1.4万股$157.7万1.4万股00.00%持仓不变
好市多COST
0.59%0.67%$142.3万1,650股$162.8万1,633股+17股+1.04%加仓
PHILIP MORRIS INTLPM
0.59%0.69%$140.4万8,676股$166.2万9,962股-1,286股-12.91%减仓
MMARSH & MCLENNAN COS COMMRSH
0.57%0.34%$136.9万7,378股$81.3万4,689股+2,689股+57.35%加仓
默沙东MRK
0.57%0.57%$136.7万1.3万股$138.5万1.1万股+1,456股+12.75%加仓
GALLAGHER ARTHUR J & COMAJG
0.57%0.46%$136.1万5,259股$112.3万5,186股+73股+1.41%加仓

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