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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。

機構總覽
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%)
申報日
2021/8/10
SEC
DCM Advisors, LLC 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
WMTWalmart Inc.Stock2,453$34.6 萬0.2%+14+0.6%加碼歷史
INTCIntel CorpStock6,253$35.1 萬0.2%−20,657−76.8%減碼歷史
PNRPENTAIR plcSHS5,199$35.1 萬0.2%−7,497−59.1%減碼歷史
BNTXBioNTech SESPONSORED ADS1,600$35.8 萬0.2%+1,600新進歷史
HZNPHorizon Therapeutics Public Ltd CoSHS3,885$36.4 萬0.2%+3,885新進歷史
WIREEncore Wire CorpCOM5,000$37.9 萬0.2%00.0%不變歷史
NZFNuveen Municipal Credit Income FundCOM SH BEN INT22,090$38.0 萬0.2%+500+2.3%加碼歷史
ARK Innovation ETF00214Q104ETF2,923$38.2 萬0.2%+194+7.1%加碼–
CMAComerica IncCOM5,428$38.7 萬0.2%−19,690−78.4%減碼歷史
KLACKLA CorpCOM NEW1,200$38.9 萬0.2%00.0%不變歷史
HLIOHelios Technologies, Inc.COM5,000$39.0 萬0.2%00.0%不變歷史
GISGeneral Mills IncStock6,409$39.1 萬0.2%+520+8.8%加碼歷史
NOCNorthrop Grumman CorpStock1,090$39.6 萬0.2%+1,090新進歷史
DELLDell Technologies Inc.Stock4,000$39.9 萬0.2%+1,500+60.0%加碼歷史
KMIKinder Morgan, Inc.Stock21,900$39.9 萬0.2%00.0%不變歷史
TAT&T Inc.Stock13,872$39.9 萬0.2%+3,471+33.4%加碼歷史
UNHUnitedHealth Group IncStock996$39.9 萬0.2%+33+3.4%加碼歷史
PLTRPalantir Technologies Inc.Stock15,359$40.5 萬0.2%+3,100+25.3%加碼歷史
ORCOrchid Island Capital, Inc.COM79,358$41.2 萬0.2%+10,000+14.4%加碼歷史
PFGPrincipal Financial Group IncCOM6,641$42.0 萬0.2%−988−13.0%減碼歷史
BFKBlackRock Municipal Income TrustSH BEN INT27,370$42.3 萬0.2%00.0%不變歷史
VZVerizon Communications IncStock7,606$42.6 萬0.2%+1,700+28.8%加碼歷史
PWRQuanta Services, Inc.COM4,800$43.5 萬0.2%−2,242−31.8%減碼歷史
BRK.BBerkshire Hathaway IncStock1,567$43.6 萬0.2%+341+27.8%加碼歷史
INTUIntuit Inc.Stock900$44.1 萬0.3%+200+28.6%加碼歷史
CORCencora, Inc.Stock3,875$44.4 萬0.3%+3,875新進歷史
AMATApplied Materials IncStock3,115$44.4 萬0.3%−885−22.1%減碼歷史
CNACna Financial CorpCOM9,976$45.4 萬0.3%−1,957−16.4%減碼歷史
LRCXLam Research CorpCOM700$45.5 萬0.3%00.0%不變歷史
ELEstee Lauder Companies IncCL A1,500$47.7 萬0.3%00.0%不變歷史
CCDCalamos Dynamic Convertible & Income FundCOM15,308$47.7 萬0.3%00.0%不變歷史
AAAlcoa CorpStock13,000$47.9 萬0.3%+13,000新進歷史
AJGArthur J. Gallagher & Co.COM3,500$49.0 萬0.3%00.0%不變歷史
IRMIron Mountain IncCOM12,069$51.1 萬0.3%+3,340+38.3%加碼歷史
XUnited States Steel CorpCOM22,000$52.8 萬0.3%+11,000+100.0%加碼歷史
EOGEOG Resources IncStock6,350$53.0 萬0.3%00.0%不變歷史
IDXXIDEXX Laboratories IncCOM840$53.1 萬0.3%+240+40.0%加碼歷史
LILALiberty Latin America Ltd.COM CL A38,732$53.7 萬0.3%+3,732+10.7%加碼歷史
USOICredit Suisse AGXLINK CRD ETN37101,552$53.9 萬0.3%+4,750+4.9%加碼歷史
GLDSPDR Gold TrustETF3,263$54.0 萬0.3%−117−3.5%減碼歷史
WITWipro LtdSPON ADR 1 SH70,000$54.7 萬0.3%00.0%不變歷史
SESea LtdSPONSORD ADS2,000$54.9 萬0.3%+2,000新進歷史
KWKennedy-Wilson Holdings, Inc.COM27,687$55.0 萬0.3%+2,687+10.7%加碼歷史
First Tr Exchng Traded FD VI33740F854FT VEST U.S.16,050$55.2 萬0.3%+500+3.2%加碼–
RIOTRiot Platforms, Inc.COM14,660$55.2 萬0.3%+9,470+182.5%加碼歷史
LUVSouthwest Airlines CoCOM10,500$55.7 萬0.3%−100−0.9%減碼歷史
Tidal ETF Tr886364603RPAR RISK PARI22,805$55.7 萬0.3%+2,155+10.4%加碼–
HSICHenry Schein IncCOM7,752$57.5 萬0.3%+7,752新進歷史
GLDICredit Suisse AGX LINK GOLD SHS68,400$58.5 萬0.3%+8,400+14.0%加碼歷史
ADEAAdeia Inc.COM26,568$59.1 萬0.3%+2,568+10.7%加碼歷史
CMRECostamare Inc.SHS50,321$59.4 萬0.3%+3,821+8.2%加碼歷史
PUMPProPetro Holding Corp.COM66,446$60.9 萬0.3%−25,637−27.8%減碼歷史
TSCOTractor Supply CoCOM3,325$61.9 萬0.4%+325+10.8%加碼歷史
DANDANA IncCOM26,594$63.2 萬0.4%+150+0.6%加碼歷史
SMHBUBS AGETRACS MNTHLY B50,906$65.5 萬0.4%+200+0.4%加碼歷史
CNDTCONDUENT IncCOM88,678$66.5 萬0.4%+8,678+10.8%加碼歷史
FFord Motor CoStock44,980$66.8 萬0.4%−83,200−64.9%減碼歷史
SXTSensient Technologies CorpCOM8,191$70.9 萬0.4%+791+10.7%加碼歷史
MSMorgan StanleyStock7,752$71.1 萬0.4%+7,752新進歷史
TGNATegna IncCOM37,969$71.2 萬0.4%+1,022+2.8%加碼歷史
SPGSimon Property Group Inc.REIT5,538$72.3 萬0.4%+5,538新進歷史
FDXFedEx CorpStock2,443$72.9 萬0.4%+2,443新進歷史
SHOPShopify Inc.Stock503$73.5 萬0.4%+503新進歷史
ORealty Income CorpREIT11,077$73.9 萬0.4%+11,077新進歷史
FISIFinancial Institutions IncCOM25,026$75.1 萬0.4%−627−2.4%減碼歷史
CSLCarlisle Companies IncCOM3,986$76.3 萬0.4%+386+10.7%加碼歷史
UHSUniversal Health Services IncCL B5,318$77.9 萬0.4%+518+10.8%加碼歷史
WBAWalgreens Boots Alliance, Inc.COM15,504$81.6 萬0.5%+1,504+10.7%加碼歷史
TTTrane Technologies plcSHS4,437$81.7 萬0.5%−173−3.8%減碼歷史
OXLCOxford Lane Capital Corp.COM110,796$82.1 萬0.5%+1,600+1.5%加碼歷史
AMPAmeriprise Financial IncCOM3,435$85.5 萬0.5%+335+10.8%加碼歷史
NWSANews CorpCL A33,227$85.6 萬0.5%+680+2.1%加碼歷史
AROCArchrock, Inc.COM97,436$86.8 萬0.5%+4,850+5.2%加碼歷史
LEALear CorpCOM NEW5,016$87.9 萬0.5%−244−4.6%減碼歷史
BHEBenchmark Electronics IncCOM32,120$91.4 萬0.5%+1,286+4.2%加碼歷史
VEEVVeeva Systems IncStock2,960$92.0 萬0.5%+2,960新進歷史
HSIIHeidrick & Struggles International IncCOM20,711$92.3 萬0.5%+2,011+10.8%加碼歷史
MLIMueller Industries IncCOM22,038$95.4 萬0.5%+38+0.2%加碼歷史
GPREGreen Plains Inc.COM30,237$101.7 萬0.6%+2,937+10.8%加碼歷史
BBNBlackRock Taxable Municipal Bond TrustSHS39,932$102.9 萬0.6%+1,800+4.7%加碼歷史
KEYKeycorpCOM50,594$104.5 萬0.6%−26,463−34.3%減碼歷史
ELFe.l.f. Beauty, Inc.COM38,771$105.2 萬0.6%+3,771+10.8%加碼歷史
LOWLowes Companies IncStock5,538$107.4 萬0.6%+538+10.8%加碼歷史
ZTSZoetis Inc.Stock5,776$107.6 萬0.6%+5,776新進歷史
MEIMethode Electronics IncCOM22,144$109.0 萬0.6%+923+4.3%加碼歷史
CNCCentene CorpStock15,352$112.0 萬0.6%+15,352新進歷史
LUMNLumen Technologies, Inc.Stock82,924$112.7 萬0.6%−1,234−1.5%減碼歷史
HCAHCA Healthcare, Inc.COM5,538$114.5 萬0.6%+131+2.4%加碼歷史
NVDANVIDIA CorpStock1,446$115.7 萬0.7%+497+52.4%加碼歷史
CERNCERNER CorpCOM14,852$116.1 萬0.7%+14,852新進歷史
PNCPNC Financial Services Group, Inc.Stock6,089$116.2 萬0.7%−2,911−32.3%減碼歷史
ACLSAxcelis Technologies IncStock28,780$116.3 萬0.7%+740+2.6%加碼歷史
AAgilent Technologies, Inc.COM7,909$116.9 萬0.7%+2,309+41.2%加碼歷史
MMSMaximus, Inc.COM13,291$116.9 萬0.7%+1,291+10.8%加碼歷史
RLRalph Lauren CorpCL A9,965$117.4 萬0.7%−1,835−15.6%減碼歷史
GMGeneral Motors CoCOM20,174$119.4 萬0.7%−972−4.6%減碼歷史
HONHoneywell International IncCOM5,538$121.5 萬0.7%+773+16.2%加碼歷史
RFRegions Financial CorpCOM61,305$123.7 萬0.7%−2,825−4.4%減碼歷史
COTYCoty Inc.COM CL A132,935$124.2 萬0.7%+12,935+10.8%加碼歷史
PAHCPhibro Animal Health CorpCL A COM44,309$128.0 萬0.7%+19,309+77.2%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。

DCM Advisors, LLC 在 2021 年第 1 季之後清倉的部位
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 & JohnsonStock8,204$134.8 萬0.8%歷史
LADLithia Motors IncCOM3,152$123.0 萬0.7%歷史
CMICummins IncStock4,403$114.1 萬0.7%歷史
AEISAdvanced Energy Industries IncCOM9,963$108.8 萬0.6%歷史
HRCHill-Rom Holdings, Inc.COM9,509$105.1 萬0.6%歷史
CMGChipotle Mexican Grill IncCOM718$102.0 萬0.6%歷史
BKRBaker Hughes CoCL A44,000$95.1 萬0.6%歷史
PGTIPGT Innovations, Inc.COM37,000$93.4 萬0.5%歷史
LWLamb Weston Holdings, Inc.Stock10,866$84.2 萬0.5%歷史
ENSGEnsign Group, IncCOM8,764$82.2 萬0.5%歷史
TPBTurning Point Brands, Inc.COM15,000$78.3 萬0.5%歷史
QNSTQuinstreet, IncCOM37,000$75.1 萬0.4%歷史
XECCimarex Energy CoCOM12,000$71.3 萬0.4%歷史
AVYAAvaya Holdings Corp.COM23,800$66.7 萬0.4%歷史
NKENIKE, Inc.Stock4,925$65.4 萬0.4%歷史
THOThor Industries IncCOM4,600$62.0 萬0.4%歷史
SAMBoston Beer Co IncCL A500$60.3 萬0.4%歷史
DLTRDollar Tree, Inc.COM5,000$57.2 萬0.3%歷史
EATBrinker International, IncStock7,500$53.3 萬0.3%歷史
NGVTIngevity CorpCOM7,000$52.9 萬0.3%歷史
SYKESykes Enterprises IncCOM12,000$52.9 萬0.3%歷史
SYYSysco CorpStock5,830$45.9 萬0.3%歷史
TELTE Connectivity plcREG SHS3,000$38.7 萬0.2%歷史
NBISNebius Group N.V.Stock5,500$35.2 萬0.2%歷史
ACNAccenture plcStock1,200$33.2 萬0.2%歷史
NEONeogenomics IncCOM NEW6,000$28.9 萬0.2%歷史
ULHUniversal Logistics Holdings, Inc.COM10,300$27.1 萬0.2%歷史
APTVAptiv PLCSHS1,800$24.8 萬0.1%歷史
NUANNuance Communications, Inc.COM5,500$24.0 萬0.1%歷史
NFLXNetflix IncStock455$23.7 萬0.1%歷史
INFYInfosys LtdSPONSORED ADR12,000$22.5 萬0.1%歷史
GEGeneral Electric CoCOM15,901$20.9 萬0.1%歷史
GS Acquisition Hldgs Corp II36258Q105COM CL A10,520$11.0 萬0.1%–
Compute Health Acquisitin Co204833206UNIT 99/99/999910,720$10.8 萬0.1%–
iShares Core U.S. Aggregate Bond ETF464287226ETF111$1.30 萬<0.1%–
GS Acquisition Hldgs Corp II36258Q113*W EXP 06/30/202200$00.0%–