DCM Advisors, LLC
- SEC CIK
- 0001839498
- 最新申報
- 2026/8/13
2021 年第 2 季持倉
持倉截至 2021/6/30，2021/8/10 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。
- 持股檔數
- 242
- 較 2021 年第 1 季 +6
- 總值
- $1.76 億
- 較 2021 年第 1 季 +$441.2 萬 (+2.6%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 55,791 | $764.1 萬 | 4.3% | −14,937−21.1% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 27,216 | $737.3 萬 | 4.2% | −5,712−17.3% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,597 | $549.4 萬 | 3.1% | +432+37.1% | 加碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 2,232 | $545.0 萬 | 3.1% | −18−0.8% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 11,911 | $414.2 萬 | 2.3% | +8,457+244.8% | 加碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 8,027 | $234.0 萬 | 1.3% | +207+2.6% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 13,022 | $228.9 萬 | 1.3% | −4,571−26.0% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 848 | $212.5 萬 | 1.2% | −2−0.2% | 減碼 | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 60,726 | $207.7 萬 | 1.2% | +144+0.2% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 32,508 | $205.1 萬 | 1.2% | +3,245+11.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,626 | $196.4 萬 | 1.1% | −8,090−39.1% | 減碼 | 歷史 |
| OCOwens Corning | Stock | 19,504 | $190.9 萬 | 1.1% | +1,273+7.0% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 6,138 | $184.6 萬 | 1.0% | +1,138+22.8% | 加碼 | 歷史 |
| HGVHilton Grand Vacations Inc. | COM | 44,222 | $183.0 萬 | 1.0% | +19,122+76.2% | 加碼 | 歷史 |
| GLWCorning Inc | COM | 43,501 | $177.9 萬 | 1.0% | +2,523+6.2% | 加碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 3,684 | $175.7 萬 | 1.0% | +50+1.4% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 6,977 | $163.1 萬 | 0.9% | +4,534+185.6% | 加碼 | 歷史 |
| SCHWSchwab Charles Corp | Stock | 22,155 | $161.3 萬 | 0.9% | +2,155+10.8% | 加碼 | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 1,750 | $160.9 萬 | 0.9% | +1,250+250.0% | 加碼 | 歷史 |
| SBUXStarbucks Corp | Stock | 14,308 | $160.0 萬 | 0.9% | +956+7.2% | 加碼 | 歷史 |
| CSCOCisco Systems, Inc. | Stock | 28,783 | $152.5 萬 | 0.9% | +1,156+4.2% | 加碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,733 | $151.6 萬 | 0.9% | −799−31.6% | 減碼 | 歷史 |
| EXPEagle Materials Inc | COM | 10,572 | $150.2 萬 | 0.9% | −1,044−9.0% | 減碼 | 歷史 |
| CATCaterpillar Inc | Stock | 6,897 | $150.1 萬 | 0.9% | +81+1.2% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 14,991 | $148.6 萬 | 0.8% | +1,395+10.3% | 加碼 | 歷史 |
| QRVOQorvo, Inc. | Stock | 7,591 | $148.5 萬 | 0.8% | −447−5.6% | 減碼 | 歷史 |
| DRIDarden Restaurants Inc | COM | 10,101 | $147.5 萬 | 0.8% | +701+7.5% | 加碼 | 歷史 |
| CCICrown Castle Inc. | REIT | 7,550 | $147.3 萬 | 0.8% | +1,550+25.8% | 加碼 | 歷史 |
| URIUnited Rentals, Inc. | COM | 4,585 | $146.3 萬 | 0.8% | +1,274+38.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 35,031 | $144.4 萬 | 0.8% | +1,931+5.8% | 加碼 | 歷史 |
| DFSDiscover Financial Services | COM | 12,150 | $143.7 萬 | 0.8% | −901−6.9% | 減碼 | 歷史 |
| BGBunge Global SA | COM | 17,717 | $138.5 萬 | 0.8% | +800+4.7% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 13,211 | $138.4 萬 | 0.8% | +717+5.7% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 42,846 | $137.4 萬 | 0.8% | +2,007+4.9% | 加碼依 3 比 1 拆股換算 | 歷史 |
| METMetlife Inc | Stock | 22,484 | $134.6 萬 | 0.8% | +1,484+7.1% | 加碼 | 歷史 |
| PRFTPerficient Inc | COM | 16,615 | $133.6 萬 | 0.8% | +1,615+10.8% | 加碼 | 歷史 |
| DOWDow Inc. | Stock | 21,040 | $133.1 萬 | 0.8% | −2,106−9.1% | 減碼 | 歷史 |
| BZHBeazer Homes USA Inc | COM NEW | 68,924 | $133.0 萬 | 0.8% | +5,924+9.4% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 49,158 | $130.5 萬 | 0.7% | +870+1.8% | 加碼 | 歷史 |
| IPGInterpublic Group of Companies, Inc. | COM | 39,864 | $129.5 萬 | 0.7% | −260−0.6% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 22,652 | $129.2 萬 | 0.7% | +1,012+4.7% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 3,634 | $128.2 萬 | 0.7% | −295−7.5% | 減碼 | 歷史 |
| PAHCPhibro Animal Health Corp | CL A COM | 44,309 | $128.0 萬 | 0.7% | +19,309+77.2% | 加碼 | 歷史 |
| COTYCoty Inc. | COM CL A | 132,935 | $124.2 萬 | 0.7% | +12,935+10.8% | 加碼 | 歷史 |
| RFRegions Financial Corp | COM | 61,305 | $123.7 萬 | 0.7% | −2,825−4.4% | 減碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,538 | $121.5 萬 | 0.7% | +773+16.2% | 加碼 | 歷史 |
| GMGeneral Motors Co | COM | 20,174 | $119.4 萬 | 0.7% | −972−4.6% | 減碼 | 歷史 |
| RLRalph Lauren Corp | CL A | 9,965 | $117.4 萬 | 0.7% | −1,835−15.6% | 減碼 | 歷史 |
| AAgilent Technologies, Inc. | COM | 7,909 | $116.9 萬 | 0.7% | +2,309+41.2% | 加碼 | 歷史 |
| MMSMaximus, Inc. | COM | 13,291 | $116.9 萬 | 0.7% | +1,291+10.8% | 加碼 | 歷史 |
| ACLSAxcelis Technologies Inc | Stock | 28,780 | $116.3 萬 | 0.7% | +740+2.6% | 加碼 | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 6,089 | $116.2 萬 | 0.7% | −2,911−32.3% | 減碼 | 歷史 |
| CERNCERNER Corp | COM | 14,852 | $116.1 萬 | 0.7% | +14,852 | 新進 | 歷史 |
| NVDANVIDIA Corp | Stock | 1,446 | $115.7 萬 | 0.7% | +497+52.4% | 加碼 | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 5,538 | $114.5 萬 | 0.6% | +131+2.4% | 加碼 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 82,924 | $112.7 萬 | 0.6% | −1,234−1.5% | 減碼 | 歷史 |
| CNCCentene Corp | Stock | 15,352 | $112.0 萬 | 0.6% | +15,352 | 新進 | 歷史 |
| MEIMethode Electronics Inc | COM | 22,144 | $109.0 萬 | 0.6% | +923+4.3% | 加碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 5,776 | $107.6 萬 | 0.6% | +5,776 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 5,538 | $107.4 萬 | 0.6% | +538+10.8% | 加碼 | 歷史 |
| ELFe.l.f. Beauty, Inc. | COM | 38,771 | $105.2 萬 | 0.6% | +3,771+10.8% | 加碼 | 歷史 |
| KEYKeycorp | COM | 50,594 | $104.5 萬 | 0.6% | −26,463−34.3% | 減碼 | 歷史 |
| BBNBlackRock Taxable Municipal Bond Trust | SHS | 39,932 | $102.9 萬 | 0.6% | +1,800+4.7% | 加碼 | 歷史 |
| GPREGreen Plains Inc. | COM | 30,237 | $101.7 萬 | 0.6% | +2,937+10.8% | 加碼 | 歷史 |
| MLIMueller Industries Inc | COM | 22,038 | $95.4 萬 | 0.5% | +38+0.2% | 加碼 | 歷史 |
| HSIIHeidrick & Struggles International Inc | COM | 20,711 | $92.3 萬 | 0.5% | +2,011+10.8% | 加碼 | 歷史 |
| VEEVVeeva Systems Inc | Stock | 2,960 | $92.0 萬 | 0.5% | +2,960 | 新進 | 歷史 |
| BHEBenchmark Electronics Inc | COM | 32,120 | $91.4 萬 | 0.5% | +1,286+4.2% | 加碼 | 歷史 |
| LEALear Corp | COM NEW | 5,016 | $87.9 萬 | 0.5% | −244−4.6% | 減碼 | 歷史 |
| AROCArchrock, Inc. | COM | 97,436 | $86.8 萬 | 0.5% | +4,850+5.2% | 加碼 | 歷史 |
| NWSANews Corp | CL A | 33,227 | $85.6 萬 | 0.5% | +680+2.1% | 加碼 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 3,435 | $85.5 萬 | 0.5% | +335+10.8% | 加碼 | 歷史 |
| OXLCOxford Lane Capital Corp. | COM | 110,796 | $82.1 萬 | 0.5% | +1,600+1.5% | 加碼 | 歷史 |
| TTTrane Technologies plc | SHS | 4,437 | $81.7 萬 | 0.5% | −173−3.8% | 減碼 | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 15,504 | $81.6 萬 | 0.5% | +1,504+10.7% | 加碼 | 歷史 |
| UHSUniversal Health Services Inc | CL B | 5,318 | $77.9 萬 | 0.4% | +518+10.8% | 加碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 3,986 | $76.3 萬 | 0.4% | +386+10.7% | 加碼 | 歷史 |
| FISIFinancial Institutions Inc | COM | 25,026 | $75.1 萬 | 0.4% | −627−2.4% | 減碼 | 歷史 |
| ORealty Income Corp | REIT | 11,077 | $73.9 萬 | 0.4% | +11,077 | 新進 | 歷史 |
| SHOPShopify Inc. | Stock | 503 | $73.5 萬 | 0.4% | +503 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 2,443 | $72.9 萬 | 0.4% | +2,443 | 新進 | 歷史 |
| SPGSimon Property Group Inc. | REIT | 5,538 | $72.3 萬 | 0.4% | +5,538 | 新進 | 歷史 |
| TGNATegna Inc | COM | 37,969 | $71.2 萬 | 0.4% | +1,022+2.8% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 7,752 | $71.1 萬 | 0.4% | +7,752 | 新進 | 歷史 |
| SXTSensient Technologies Corp | COM | 8,191 | $70.9 萬 | 0.4% | +791+10.7% | 加碼 | 歷史 |
| FFord Motor Co | Stock | 44,980 | $66.8 萬 | 0.4% | −83,200−64.9% | 減碼 | 歷史 |
| CNDTCONDUENT Inc | COM | 88,678 | $66.5 萬 | 0.4% | +8,678+10.8% | 加碼 | 歷史 |
| SMHBUBS AG | ETRACS MNTHLY B | 50,906 | $65.5 萬 | 0.4% | +200+0.4% | 加碼 | 歷史 |
| DANDANA Inc | COM | 26,594 | $63.2 萬 | 0.4% | +150+0.6% | 加碼 | 歷史 |
| TSCOTractor Supply Co | COM | 3,325 | $61.9 萬 | 0.4% | +325+10.8% | 加碼 | 歷史 |
| PUMPProPetro Holding Corp. | COM | 66,446 | $60.9 萬 | 0.3% | −25,637−27.8% | 減碼 | 歷史 |
| CMRECostamare Inc. | SHS | 50,321 | $59.4 萬 | 0.3% | +3,821+8.2% | 加碼 | 歷史 |
| ADEAAdeia Inc. | COM | 26,568 | $59.1 萬 | 0.3% | +2,568+10.7% | 加碼 | 歷史 |
| GLDICredit Suisse AG | X LINK GOLD SHS | 68,400 | $58.5 萬 | 0.3% | +8,400+14.0% | 加碼 | 歷史 |
| HSICHenry Schein Inc | COM | 7,752 | $57.5 萬 | 0.3% | +7,752 | 新進 | 歷史 |
| LUVSouthwest Airlines Co | COM | 10,500 | $55.7 萬 | 0.3% | −100−0.9% | 減碼 | 歷史 |
| Tidal ETF Tr886364603 | RPAR RISK PARI | 22,805 | $55.7 萬 | 0.3% | +2,155+10.4% | 加碼 | – |
| First Tr Exchng Traded FD VI33740F854 | FT VEST U.S. | 16,050 | $55.2 萬 | 0.3% | +500+3.2% | 加碼 | – |
| RIOTRiot Platforms, Inc. | COM | 14,660 | $55.2 萬 | 0.3% | +9,470+182.5% | 加碼 | 歷史 |
| KWKennedy-Wilson Holdings, Inc. | COM | 27,687 | $55.0 萬 | 0.3% | +2,687+10.7% | 加碼 | 歷史 |
2021 年第 1 季之後清倉（36 檔）
2021 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2021 年第 1 季股數 | 2021 年第 1 季市值 | 2021 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| JNJJohnson & Johnson | Stock | 8,204 | $134.8 萬 | 0.8% | 歷史 |
| LADLithia Motors Inc | COM | 3,152 | $123.0 萬 | 0.7% | 歷史 |
| CMICummins Inc | Stock | 4,403 | $114.1 萬 | 0.7% | 歷史 |
| AEISAdvanced Energy Industries Inc | COM | 9,963 | $108.8 萬 | 0.6% | 歷史 |
| HRCHill-Rom Holdings, Inc. | COM | 9,509 | $105.1 萬 | 0.6% | 歷史 |
| CMGChipotle Mexican Grill Inc | COM | 718 | $102.0 萬 | 0.6% | 歷史 |
| BKRBaker Hughes Co | CL A | 44,000 | $95.1 萬 | 0.6% | 歷史 |
| PGTIPGT Innovations, Inc. | COM | 37,000 | $93.4 萬 | 0.5% | 歷史 |
| LWLamb Weston Holdings, Inc. | Stock | 10,866 | $84.2 萬 | 0.5% | 歷史 |
| ENSGEnsign Group, Inc | COM | 8,764 | $82.2 萬 | 0.5% | 歷史 |
| TPBTurning Point Brands, Inc. | COM | 15,000 | $78.3 萬 | 0.5% | 歷史 |
| QNSTQuinstreet, Inc | COM | 37,000 | $75.1 萬 | 0.4% | 歷史 |
| XECCimarex Energy Co | COM | 12,000 | $71.3 萬 | 0.4% | 歷史 |
| AVYAAvaya Holdings Corp. | COM | 23,800 | $66.7 萬 | 0.4% | 歷史 |
| NKENIKE, Inc. | Stock | 4,925 | $65.4 萬 | 0.4% | 歷史 |
| THOThor Industries Inc | COM | 4,600 | $62.0 萬 | 0.4% | 歷史 |
| SAMBoston Beer Co Inc | CL A | 500 | $60.3 萬 | 0.4% | 歷史 |
| DLTRDollar Tree, Inc. | COM | 5,000 | $57.2 萬 | 0.3% | 歷史 |
| EATBrinker International, Inc | Stock | 7,500 | $53.3 萬 | 0.3% | 歷史 |
| NGVTIngevity Corp | COM | 7,000 | $52.9 萬 | 0.3% | 歷史 |
| SYKESykes Enterprises Inc | COM | 12,000 | $52.9 萬 | 0.3% | 歷史 |
| SYYSysco Corp | Stock | 5,830 | $45.9 萬 | 0.3% | 歷史 |
| TELTE Connectivity plc | REG SHS | 3,000 | $38.7 萬 | 0.2% | 歷史 |
| NBISNebius Group N.V. | Stock | 5,500 | $35.2 萬 | 0.2% | 歷史 |
| ACNAccenture plc | Stock | 1,200 | $33.2 萬 | 0.2% | 歷史 |
| NEONeogenomics Inc | COM NEW | 6,000 | $28.9 萬 | 0.2% | 歷史 |
| ULHUniversal Logistics Holdings, Inc. | COM | 10,300 | $27.1 萬 | 0.2% | 歷史 |
| APTVAptiv PLC | SHS | 1,800 | $24.8 萬 | 0.1% | 歷史 |
| NUANNuance Communications, Inc. | COM | 5,500 | $24.0 萬 | 0.1% | 歷史 |
| NFLXNetflix Inc | Stock | 455 | $23.7 萬 | 0.1% | 歷史 |
| INFYInfosys Ltd | SPONSORED ADR | 12,000 | $22.5 萬 | 0.1% | 歷史 |
| GEGeneral Electric Co | COM | 15,901 | $20.9 萬 | 0.1% | 歷史 |
| GS Acquisition Hldgs Corp II36258Q105 | COM CL A | 10,520 | $11.0 萬 | 0.1% | – |
| Compute Health Acquisitin Co204833206 | UNIT 99/99/9999 | 10,720 | $10.8 萬 | 0.1% | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 111 | $1.30 萬 | <0.1% | – |
| GS Acquisition Hldgs Corp II36258Q113 | *W EXP 06/30/202 | 200 | $0 | 0.0% | – |