DCM Advisors, LLC
- SEC CIK
- 0001839498
- 最新申報
- 2026/8/13
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/15 申報。只含多頭部位，變化是跟 2022 年第 1 季比股數。
- 持股檔數
- 189
- 較 2022 年第 1 季 +11
- 總值
- $2.31 億
- 較 2022 年第 1 季 −$5,125 萬 (−18.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 154,123 | $2,109 萬 | 9.1% | −1,015−0.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 69,113 | $1,778 萬 | 7.7% | −3,700−5.1% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,109 | $896.5 萬 | 3.9% | +144+3.6% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 18,707 | $510.5 萬 | 2.2% | +1,476+8.6% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 102,941 | $403.9 萬 | 1.7% | +7,996+8.4% | 加碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 24,800 | $400.1 萬 | 1.7% | +2,353+10.5% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 127,700 | $397.5 萬 | 1.7% | −37,353−22.6% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 41,924 | $388.5 萬 | 1.7% | +206+0.5% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 74,185 | $379.3 萬 | 1.6% | +5,672+8.3% | 加碼 | 歷史 |
| DISWalt Disney Co | Stock | 39,185 | $369.9 萬 | 1.6% | +6,024+18.2% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,680 | $367.8 萬 | 1.6% | +557+49.6% | 加碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 22,014 | $337.2 萬 | 1.5% | +1,040+5.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 10,803 | $321.1 萬 | 1.4% | +1,611+17.5% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 28,002 | $315.4 萬 | 1.4% | −6,066−17.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 32,204 | $309.4 萬 | 1.3% | +1,612+5.3% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 39,554 | $300.8 萬 | 1.3% | −9,842−19.9% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 75,765 | $296.8 萬 | 1.3% | −4,198−5.2% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 20,727 | $287.3 萬 | 1.2% | +1,183+6.1% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 17,184 | $286.4 萬 | 1.2% | −169−1.0% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 136,519 | $286.1 萬 | 1.2% | +29,490+27.6% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 26,449 | $283.0 萬 | 1.2% | +3,269+14.1% | 加碼依 20 比 1 拆股換算 | 歷史 |
| ORCLOracle Corp | Stock | 39,691 | $277.3 萬 | 1.2% | +957+2.5% | 加碼 | 歷史 |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 71,468 | $257.6 萬 | 1.1% | +2,658+3.9% | 加碼 | – |
| UNHUnitedHealth Group Inc | Stock | 4,804 | $247.0 萬 | 1.1% | +159+3.4% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 28,620 | $235.3 萬 | 1.0% | −7,248−20.2% | 減碼 | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 18,641 | $215.6 萬 | 0.9% | +881+5.0% | 加碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 9,998 | $213.2 萬 | 0.9% | +2,057+25.9% | 加碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 8,499 | $209.7 萬 | 0.9% | +1,485+21.2% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 10,081 | $198.7 萬 | 0.9% | +2,401+31.3% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 37,285 | $195.5 萬 | 0.8% | +3,192+9.4% | 加碼 | 歷史 |
| CSXCSX Corp | Stock | 64,479 | $187.4 萬 | 0.8% | −45,121−41.2% | 減碼 | 歷史 |
| TSLATesla, Inc. | Stock | 2,774 | $187.1 萬 | 0.8% | −569−17.0% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 10,416 | $182.2 萬 | 0.8% | +10,416 | 新進 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 8,446 | $178.0 萬 | 0.8% | +1,690+25.0% | 加碼 | 歷史 |
| COPConocoPhillips | Stock | 19,038 | $171.2 萬 | 0.7% | −1,853−8.9% | 減碼 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 3,496 | $168.2 萬 | 0.7% | −224−6.0% | 減碼 | 歷史 |
| LLYEli Lilly & Co | Stock | 5,007 | $162.3 萬 | 0.7% | −2,095−29.5% | 減碼 | 歷史 |
| TMOThermo Fisher Scientific Inc. | Stock | 2,854 | $155.6 萬 | 0.7% | −227−7.4% | 減碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 17,886 | $153.0 萬 | 0.7% | −10,243−36.4% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,662 | $151.3 萬 | 0.7% | −5,613−39.3% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 21,360 | $149.2 萬 | 0.6% | +3,816+21.8% | 加碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 16,192 | $147.8 萬 | 0.6% | +1,940+13.6% | 加碼 | 歷史 |
| PSAPublic Storage | COM | 4,698 | $147.2 萬 | 0.6% | −507−9.7% | 減碼 | 歷史 |
| GISGeneral Mills Inc | Stock | 18,816 | $142.4 萬 | 0.6% | −1,583−7.8% | 減碼 | 歷史 |
| CORCencora, Inc. | Stock | 9,873 | $139.9 萬 | 0.6% | −662−6.3% | 減碼 | 歷史 |
| BABoeing Co | Stock | 10,079 | $137.8 萬 | 0.6% | −283−2.7% | 減碼 | 歷史 |
| CVXChevron Corp | Stock | 9,519 | $137.8 萬 | 0.6% | +530+5.9% | 加碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 10,967 | $124.7 萬 | 0.5% | +835+8.2% | 加碼 | 歷史 |
| WMBWilliams Companies, Inc. | COM | 39,874 | $124.4 萬 | 0.5% | −5,673−12.5% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 4,405 | $120.9 萬 | 0.5% | −2,229−33.6% | 減碼 | 歷史 |
| PXDPioneer Natural Resources Co | COM | 5,368 | $119.9 萬 | 0.5% | −128−2.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 7,941 | $114.2 萬 | 0.5% | +879+12.4% | 加碼 | 歷史 |
| TMUST-Mobile US, Inc. | Stock | 8,177 | $110.1 萬 | 0.5% | +8,177 | 新進 | 歷史 |
| IDAIdacorp Inc | COM | 10,244 | $108.8 萬 | 0.5% | −887−8.0% | 減碼 | 歷史 |
| MKCMcCormick & Co Inc | Stock | 12,958 | $107.6 萬 | 0.5% | −1,201−8.5% | 減碼 | 歷史 |
| PRUPrudential Financial Inc | Stock | 11,011 | $105.3 萬 | 0.5% | −1,008−8.4% | 減碼 | 歷史 |
| ZTSZoetis Inc. | Stock | 6,113 | $105.3 萬 | 0.5% | −1,037−14.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 6,726 | $102.6 萬 | 0.4% | −3,228−32.4% | 減碼 | 歷史 |
| AVGOBroadcom Inc. | Stock | 2,052 | $99.7 萬 | 0.4% | −2,109−50.7% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 11,920 | $97.8 萬 | 0.4% | −794−6.2% | 減碼 | 歷史 |
| DHRDanaher Corp | Stock | 3,799 | $96.3 萬 | 0.4% | +557+17.2% | 加碼 | 歷史 |
| MUSAMurphy USA Inc. | COM | 4,100 | $95.5 萬 | 0.4% | −600−12.8% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 20,608 | $94.8 萬 | 0.4% | +1,220+6.3% | 加碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 9,227 | $91.1 萬 | 0.4% | −5,009−35.2% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 5,357 | $90.6 萬 | 0.4% | +589+12.4% | 加碼 | 歷史 |
| HONHoneywell International Inc | COM | 5,204 | $90.4 萬 | 0.4% | +939+22.0% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 516 | $90.2 萬 | 0.4% | +56+12.2% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 2,741 | $86.5 萬 | 0.4% | +2,021+280.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 4,851 | $86.1 萬 | 0.4% | +555+12.9% | 加碼 | 歷史 |
| MCKMcKesson Corp | Stock | 2,641 | $86.1 萬 | 0.4% | −331−11.1% | 減碼 | 歷史 |
| ENPHEnphase Energy, Inc. | Stock | 4,390 | $85.7 萬 | 0.4% | +4,390 | 新進 | 歷史 |
| VSTVistra Corp. | Stock | 37,388 | $85.7 萬 | 0.4% | +305+0.8% | 加碼 | 歷史 |
| CSLCarlisle Companies Inc | COM | 3,600 | $85.7 萬 | 0.4% | −700−16.3% | 減碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 5,175 | $84.5 萬 | 0.4% | −397−7.1% | 減碼 | 歷史 |
| TSCOTractor Supply Co | COM | 4,327 | $84.3 萬 | 0.4% | −566−11.6% | 減碼 | 歷史 |
| RHRH | COM | 3,943 | $83.7 萬 | 0.4% | +3,943 | 新進 | 歷史 |
| STZConstellation Brands, Inc. | Stock | 3,568 | $83.1 萬 | 0.4% | +545+18.0% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 9,212 | $82.7 萬 | 0.4% | +473+5.4% | 加碼 | 歷史 |
| AMGNAmgen Inc | Stock | 3,395 | $82.7 萬 | 0.4% | +3,395 | 新進 | 歷史 |
| VRTXVertex Pharmaceuticals Inc | Stock | 2,770 | $78.6 萬 | 0.3% | +2,770 | 新進 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 9,990 | $77.1 萬 | 0.3% | +9,990 | 新進 | 歷史 |
| AMPAmeriprise Financial Inc | COM | 3,188 | $76.0 萬 | 0.3% | −677−17.5% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 16,428 | $75.6 萬 | 0.3% | +4,280+35.2% | 加碼 | 歷史 |
| AZOAutoZone Inc | COM | 336 | $72.5 萬 | 0.3% | +336 | 新進 | 歷史 |
| CDNSCadence Design Systems Inc | Stock | 4,755 | $71.7 萬 | 0.3% | +2,755+137.8% | 加碼 | 歷史 |
| ORealty Income Corp | REIT | 10,166 | $69.4 萬 | 0.3% | −582−5.4% | 減碼 | 歷史 |
| SPBSpectrum Brands Holdings, Inc. | COM | 8,457 | $69.4 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 10,206 | $68.3 萬 | 0.3% | −1,659−14.0% | 減碼 | 歷史 |
| EOGEOG Resources Inc | Stock | 6,118 | $67.9 萬 | 0.3% | +518+9.3% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 1,493 | $64.0 萬 | 0.3% | −77−4.9% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 1,043 | $63.6 萬 | 0.3% | +232+28.6% | 加碼 | 歷史 |
| PWRQuanta Services, Inc. | COM | 4,941 | $61.8 萬 | 0.3% | −409−7.6% | 減碼 | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 966 | $61.4 萬 | 0.3% | +150+18.4% | 加碼 | 歷史 |
| ALBAlbemarle Corp | Stock | 2,895 | $60.6 萬 | 0.3% | +1,895+189.5% | 加碼 | 歷史 |
| NINisource Inc. | COM | 19,998 | $59.2 萬 | 0.3% | +298+1.5% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 6,915 | $58.6 萬 | 0.3% | +6,915 | 新進 | 歷史 |
| KLACKLA Corp | COM NEW | 1,748 | $56.1 萬 | 0.2% | −565−24.4% | 減碼 | 歷史 |
| CMAComerica Inc | COM | 7,498 | $55.1 萬 | 0.2% | +2,026+37.0% | 加碼 | 歷史 |
| SNPSSynopsys Inc | COM | 1,785 | $54.6 萬 | 0.2% | +1,785 | 新進 | 歷史 |
| PAYXPaychex Inc | Stock | 4,712 | $53.8 萬 | 0.2% | −748−13.7% | 減碼 | 歷史 |
2022 年第 1 季之後清倉（60 檔）
2022 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 1 季股數 | 2022 年第 1 季市值 | 2022 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| CSCOCisco Systems, Inc. | Stock | 30,034 | $167.5 萬 | 0.6% | 歷史 |
| HCAHCA Healthcare, Inc. | COM | 5,689 | $142.6 萬 | 0.5% | 歷史 |
| TGNATegna Inc | COM | 53,626 | $120.1 萬 | 0.4% | 歷史 |
| LEALear Corp | COM NEW | 7,400 | $105.5 萬 | 0.4% | 歷史 |
| WBAWalgreens Boots Alliance, Inc. | COM | 23,527 | $105.3 萬 | 0.4% | 歷史 |
| PNCPNC Financial Services Group, Inc. | Stock | 5,624 | $103.7 萬 | 0.4% | 歷史 |
| ELVElevance Health, Inc. | Stock | 2,105 | $103.4 萬 | 0.4% | 歷史 |
| NKENIKE, Inc. | Stock | 7,199 | $96.9 萬 | 0.3% | 歷史 |
| LYVLive Nation Entertainment, Inc. | COM | 7,940 | $93.4 萬 | 0.3% | 歷史 |
| SCHWSchwab Charles Corp | Stock | 10,423 | $87.9 萬 | 0.3% | 歷史 |
| JEFJefferies Financial Group Inc. | COM | 26,091 | $85.7 萬 | 0.3% | 歷史 |
| EXPEagle Materials Inc | COM | 6,100 | $78.3 萬 | 0.3% | 歷史 |
| INTUIntuit Inc. | Stock | 1,600 | $76.9 萬 | 0.3% | 歷史 |
| COTYCoty Inc. | COM CL A | 84,056 | $75.6 萬 | 0.3% | 歷史 |
| MIMEMimecast Ltd | ORD SHS | 9,491 | $75.5 萬 | 0.3% | 歷史 |
| AAAlcoa Corp | Stock | 7,747 | $69.7 萬 | 0.2% | 歷史 |
| SPGSimon Property Group Inc. | REIT | 5,127 | $67.5 萬 | 0.2% | 歷史 |
| FAFFirst American Financial Corp | Stock | 10,040 | $65.1 萬 | 0.2% | 歷史 |
| ISRGIntuitive Surgical Inc | COM NEW | 2,000 | $60.3 萬 | 0.2% | 歷史 |
| AMATApplied Materials Inc | Stock | 4,553 | $60.0 萬 | 0.2% | 歷史 |
| MLMMartin Marietta Materials Inc | COM | 1,497 | $57.6 萬 | 0.2% | 歷史 |
| STCStewart Information Services Corp | COM | 9,185 | $55.7 萬 | 0.2% | 歷史 |
| WITWipro Ltd | SPON ADR 1 SH | 70,000 | $54.0 萬 | 0.2% | 歷史 |
| AAWWAtlas Air Worldwide Holdings Inc | COM NEW | 6,061 | $52.3 萬 | 0.2% | 歷史 |
| ZIMZIM Integrated Shipping Services Ltd. | SHS | 7,000 | $50.9 萬 | 0.2% | 歷史 |
| MUMicron Technology Inc | Stock | 6,500 | $50.6 萬 | 0.2% | 歷史 |
| FOXAFox Corp | CL A COM | 12,799 | $50.5 萬 | 0.2% | 歷史 |
| FFord Motor Co | Stock | 28,941 | $48.9 萬 | 0.2% | 歷史 |
| SHWSherwin Williams Co | COM | 1,940 | $48.4 萬 | 0.2% | 歷史 |
| MTDMettler Toledo International Inc | COM | 350 | $48.1 萬 | 0.2% | 歷史 |
| DRIDarden Restaurants Inc | COM | 3,300 | $43.9 萬 | 0.2% | 歷史 |
| ELEstee Lauder Companies Inc | CL A | 1,500 | $40.8 萬 | 0.1% | 歷史 |
| KNXKnight-Swift Transportation Holdings Inc. | CL A | 7,878 | $39.8 萬 | 0.1% | 歷史 |
| PNRPENTAIR plc | SHS | 7,200 | $39.0 萬 | 0.1% | 歷史 |
| FITBFifth Third Bancorp | COM | 9,000 | $38.7 萬 | 0.1% | 歷史 |
| VRSKVerisk Analytics, Inc. | COM | 1,799 | $38.6 萬 | 0.1% | 歷史 |
| CARRCarrier Global Corp | Stock | 8,386 | $38.5 萬 | 0.1% | 歷史 |
| RFRegions Financial Corp | COM | 17,000 | $37.8 萬 | 0.1% | 歷史 |
| DELLDell Technologies Inc. | Stock | 7,000 | $35.1 萬 | 0.1% | 歷史 |
| WIREEncore Wire Corp | COM | 3,000 | $34.2 萬 | 0.1% | 歷史 |
| IBKRInteractive Brokers Group, Inc. | Stock | 5,067 | $33.4 萬 | 0.1% | 歷史 |
| ADIAnalog Devices Inc | Stock | 2,000 | $33.0 萬 | 0.1% | 歷史 |
| PCARPaccar Inc | COM | 3,650 | $32.1 萬 | 0.1% | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 4,308 | $31.7 萬 | 0.1% | 歷史 |
| DPZDominos Pizza Inc | COM | 750 | $30.5 萬 | 0.1% | 歷史 |
| DHIHorton D R Inc | COM | 4,000 | $29.8 萬 | 0.1% | 歷史 |
| JCIJohnson Controls International plc | Stock | 4,500 | $29.5 萬 | 0.1% | 歷史 |
| FFIVF5, Inc. | Stock | 1,400 | $29.3 萬 | 0.1% | 歷史 |
| SPGIS&P Global Inc. | Stock | 700 | $28.7 萬 | 0.1% | 歷史 |
| OGEOGE Energy Corp. | COM | 6,900 | $28.1 萬 | 0.1% | 歷史 |
| OTISOtis Worldwide Corp | Stock | 3,453 | $26.6 萬 | 0.1% | 歷史 |
| ACHAccendra Health Inc | Stock | 6,000 | $26.4 萬 | 0.1% | 歷史 |
| LYGLloyds Banking Group plc | SPONSORED ADR | 109,200 | $26.3 萬 | 0.1% | 歷史 |
| GLWCorning Inc | COM | 6,900 | $25.5 萬 | 0.1% | 歷史 |
| INTCIntel Corp | Stock | 4,800 | $23.8 萬 | 0.1% | 歷史 |
| BZHBeazer Homes USA Inc | COM NEW | 15,100 | $23.0 萬 | 0.1% | 歷史 |
| ENVAEnova International, Inc. | COM | 6,000 | $22.8 萬 | 0.1% | 歷史 |
| EBAYeBay Inc | COM | 3,842 | $22.0 萬 | 0.1% | 歷史 |
| LBRDALiberty Broadband Corp | COM SER A | 1,635 | $21.4 萬 | 0.1% | 歷史 |
| FISIFinancial Institutions Inc | COM | 6,673 | $20.1 萬 | 0.1% | 歷史 |