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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。

機構總覽
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%)
申報日
2022/8/15
SEC
DCM Advisors, LLC 在 2022 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
Yamana Gold Inc98462Y100COM25,000$11.7 萬0.1%+25,000新進–
ICLICL Group Ltd.SHS14,207$12.9 萬0.1%00.0%不變歷史
DCHDauch CorpCOM18,000$13.5 萬0.1%+18,000新進歷史
HTLDHeartland Express IncCOM10,000$13.8 萬0.1%+10,000新進歷史
NXGNNextgen Healthcare, Inc.COM10,500$18.3 萬0.1%+10,500新進歷史
LWLamb Weston Holdings, Inc.Stock2,872$20.6 萬0.1%+2,872新進歷史
TTWOTake Two Interactive Software IncCOM1,690$20.7 萬0.1%+1,690新進歷史
EAElectronic Arts Inc.COM1,698$20.7 萬0.1%+1,698新進歷史
FLSFlowserve CorpCOM7,300$20.8 萬0.1%+7,300新進歷史
FLOFlowers Foods IncCOM8,000$21.1 萬0.1%00.0%不變歷史
LSCCLattice Semiconductor CorpCOM4,400$21.4 萬0.1%+4,400新進歷史
MNSTMonster Beverage CorpCOM2,348$21.8 萬0.1%+2,348新進歷史
NVTnVent Electric plcSHS7,000$21.9 萬0.1%00.0%不變歷史
CEGConstellation Energy CorpStock3,830$22.0 萬0.1%+3,830新進歷史
RDYDr Reddys Laboratories LtdADR4,000$22.2 萬0.1%+4,000新進歷史
KOCoca Cola CoStock3,551$22.3 萬0.1%+3,551新進歷史
CINFCincinnati Financial CorpCOM1,888$22.4 萬0.1%+1,888新進歷史
CNRCore Natural Resources, Inc.COM4,600$22.7 萬0.1%+4,600新進歷史
FORMFormfactor IncCOM6,000$23.1 萬0.1%+6,000新進歷史
CMECME Group Inc.COM1,131$23.2 萬0.1%+1,131新進歷史
COHUCohu IncCOM8,500$23.5 萬0.1%+8,500新進歷史
HPHelmerich & Payne, Inc.COM5,500$23.5 萬0.1%+5,500新進歷史
JJacobs Solutions Inc.COM1,843$23.5 萬0.1%+318+20.9%加碼歷史
HGVHilton Grand Vacations Inc.COM6,700$24.0 萬0.1%−21,000−75.8%減碼歷史
NTRNutrien Ltd.COM3,000$24.1 萬0.1%+3,000新進歷史
TCOMTrip.com Group LtdADS8,846$24.3 萬0.1%+8,846新進歷史
SANMSanmina CorpCOM6,000$24.4 萬0.1%+6,000新進歷史
DFSDiscover Financial ServicesCOM2,615$24.8 萬0.1%+408+18.5%加碼歷史
Liberty Media Corp531229409COM A SIRIUSXM7,000$25.2 萬0.1%+619+9.7%加碼–
OSISOsi Systems IncCOM3,000$25.7 萬0.1%+3,000新進歷史
LPGDorian LPG Ltd.SHS USD17,000$25.8 萬0.1%+17,000新進歷史
FWONKLiberty Media CorpCOM SER C FRMLA4,102$26.0 萬0.1%+257+6.7%加碼歷史
KEXKirby CorpCOM4,400$26.9 萬0.1%+4,400新進歷史
CBTCabot CorpCOM4,300$27.4 萬0.1%+4,300新進歷史
ARNCArconic CorpCOM10,000$28.0 萬0.1%+10,000新進歷史
JBLJabil IncStock5,500$28.3 萬0.1%+5,500新進歷史
CAHCardinal Health IncStock5,510$28.8 萬0.1%+5,510新進歷史
SEDGSolaredge Technologies, Inc.COM1,067$29.2 萬0.1%+1,067新進歷史
HPQHP IncStock8,888$29.3 萬0.1%+8,888新進歷史
BJBJ's Wholesale Club Holdings, Inc.COM4,700$29.5 萬0.1%+4,700新進歷史
WBDWarner Bros. Discovery, Inc.Stock22,177$29.8 萬0.1%+22,177新進歷史
SBSISouthside Bancshares IncCOM8,000$29.9 萬0.1%+8,000新進歷史
AMDAdvanced Micro Devices IncStock3,952$30.4 萬0.1%−11,778−74.9%減碼歷史
MDLZMondelez International, Inc.Stock4,974$30.9 萬0.1%−581−10.5%減碼歷史
HSICHenry Schein IncCOM4,020$30.9 萬0.1%+4,020新進歷史
MSGSMadison Square Garden Sports Corp.CL A2,083$31.5 萬0.1%+170+8.9%加碼歷史
FLRFluor CorpStock13,300$31.7 萬0.1%+13,300新進歷史
FDSFactset Research Systems IncStock840$32.3 萬0.1%+840新進歷史
PBHPrestige Consumer Healthcare Inc.COM5,571$32.6 萬0.1%−7,000−55.7%減碼歷史
ENBEnbridge IncStock7,854$33.2 萬0.1%+591+8.1%加碼歷史
Sunpower Corp867652406COM21,000$33.2 萬0.1%+21,000新進–
NXSTNexstar Media Group, Inc.COMMON STOCK2,100$34.1 萬0.1%+2,100新進歷史
NUVANuvasive IncCOM7,000$34.4 萬0.1%+7,000新進歷史
SPYSPDR S&P 500 ETF TrustETF920$34.8 萬0.2%+920新進歷史
EXCExelon CorpStock7,803$35.5 萬0.2%+7,803新進歷史
ULTAUlta Beauty, Inc.Stock930$35.9 萬0.2%+930新進歷史
KHCKraft Heinz CoStock9,425$36.1 萬0.2%+9,425新進歷史
NEENextera Energy IncStock4,713$36.5 萬0.2%−722−13.3%減碼歷史
DEDeere & CoStock1,240$37.1 萬0.2%−2,559−67.4%減碼歷史
ROKRockwell Automation, IncStock1,879$37.4 萬0.2%−854−31.2%減碼歷史
EXELExelixis, Inc.COM18,000$37.5 萬0.2%+18,000新進歷史
BDXBecton Dickinson & CoStock1,538$38.0 萬0.2%+738+92.3%加碼歷史
RJFRaymond James Financial IncCOM4,359$39.0 萬0.2%+4,359新進歷史
FASTFastenal CoStock7,854$39.3 萬0.2%+854+12.2%加碼歷史
NSPInsperity, Inc.COM4,001$39.5 萬0.2%00.0%不變歷史
TDYTeledyne Technologies IncCOM1,055$39.6 萬0.2%+1,055新進歷史
ASHAshland Inc.COM3,900$40.4 萬0.2%+3,900新進歷史
URIUnited Rentals, Inc.COM1,668$40.5 萬0.2%−1,432−46.2%減碼歷史
IBMInternational Business Machines CorpStock2,989$42.2 萬0.2%+2,989新進歷史
UNMUnum GroupStock12,500$42.6 萬0.2%+12,500新進歷史
JNPRJuniper Networks IncCOM15,012$42.8 萬0.2%+15,012新進歷史
FDXFedEx CorpStock1,926$43.6 萬0.2%+1,926新進歷史
APDAir Products & Chemicals, Inc.Stock1,847$44.3 萬0.2%+1,847新進歷史
OMCOmnicom Group Inc.COM7,167$45.5 萬0.2%+7,167新進歷史
SCIService Corp InternationalCOM6,600$45.6 萬0.2%+6,600新進歷史
CPRTCopart IncCOM4,325$47.1 萬0.2%+325+8.1%加碼歷史
REGNRegeneron Pharmaceuticals, Inc.COM795$47.2 萬0.2%+795新進歷史
ABTAbbott LaboratoriesStock4,353$47.3 萬0.2%+449+11.5%加碼歷史
CCICrown Castle Inc.REIT2,821$47.4 萬0.2%+1,071+61.2%加碼歷史
RSGRepublic Services, Inc.COM3,622$47.4 萬0.2%+3,622新進歷史
CSGSCSG Systems International IncCOM8,000$47.6 萬0.2%+8,000新進歷史
TELTE Connectivity plcREG SHS4,249$48.1 萬0.2%−2,448−36.6%減碼歷史
ROLRollins IncCOM13,783$48.2 萬0.2%+13,783新進歷史
RYRoyal Bank of CanadaStock5,000$48.4 萬0.2%+5,000新進歷史
CBChubb LtdStock2,484$48.9 萬0.2%+524+26.7%加碼歷史
ACNAccenture plcStock1,811$50.4 萬0.2%+291+19.1%加碼歷史
CVICVR Energy IncCOM15,000$50.6 萬0.2%00.0%不變歷史
SONSonoco Products CoCOM9,000$51.2 萬0.2%+9,000新進歷史
NXPINXP Semiconductors N.V.COM3,488$51.3 萬0.2%+761+27.9%加碼歷史
PAYXPaychex IncStock4,712$53.8 萬0.2%−748−13.7%減碼歷史
SNPSSynopsys IncCOM1,785$54.6 萬0.2%+1,785新進歷史
CMAComerica IncCOM7,498$55.1 萬0.2%+2,026+37.0%加碼歷史
KLACKLA CorpCOM NEW1,748$56.1 萬0.2%−565−24.4%減碼歷史
SYYSysco CorpStock6,915$58.6 萬0.3%+6,915新進歷史
NINisource Inc.COM19,998$59.2 萬0.3%+298+1.5%加碼歷史
ALBAlbemarle CorpStock2,895$60.6 萬0.3%+1,895+189.5%加碼歷史
ORLYO Reilly Automotive IncStock966$61.4 萬0.3%+150+18.4%加碼歷史
PWRQuanta Services, Inc.COM4,941$61.8 萬0.3%−409−7.6%減碼歷史
BLKBlackRock, Inc.COM1,043$63.6 萬0.3%+232+28.6%加碼歷史
LMTLockheed Martin CorpStock1,493$64.0 萬0.3%−77−4.9%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。

DCM Advisors, LLC 在 2022 年第 1 季之後清倉的部位
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.Stock30,034$167.5 萬0.6%歷史
HCAHCA Healthcare, Inc.COM5,689$142.6 萬0.5%歷史
TGNATegna IncCOM53,626$120.1 萬0.4%歷史
LEALear CorpCOM NEW7,400$105.5 萬0.4%歷史
WBAWalgreens Boots Alliance, Inc.COM23,527$105.3 萬0.4%歷史
PNCPNC Financial Services Group, Inc.Stock5,624$103.7 萬0.4%歷史
ELVElevance Health, Inc.Stock2,105$103.4 萬0.4%歷史
NKENIKE, Inc.Stock7,199$96.9 萬0.3%歷史
LYVLive Nation Entertainment, Inc.COM7,940$93.4 萬0.3%歷史
SCHWSchwab Charles CorpStock10,423$87.9 萬0.3%歷史
JEFJefferies Financial Group Inc.COM26,091$85.7 萬0.3%歷史
EXPEagle Materials IncCOM6,100$78.3 萬0.3%歷史
INTUIntuit Inc.Stock1,600$76.9 萬0.3%歷史
COTYCoty Inc.COM CL A84,056$75.6 萬0.3%歷史
MIMEMimecast LtdORD SHS9,491$75.5 萬0.3%歷史
AAAlcoa CorpStock7,747$69.7 萬0.2%歷史
SPGSimon Property Group Inc.REIT5,127$67.5 萬0.2%歷史
FAFFirst American Financial CorpStock10,040$65.1 萬0.2%歷史
ISRGIntuitive Surgical IncCOM NEW2,000$60.3 萬0.2%歷史
AMATApplied Materials IncStock4,553$60.0 萬0.2%歷史
MLMMartin Marietta Materials IncCOM1,497$57.6 萬0.2%歷史
STCStewart Information Services CorpCOM9,185$55.7 萬0.2%歷史
WITWipro LtdSPON ADR 1 SH70,000$54.0 萬0.2%歷史
AAWWAtlas Air Worldwide Holdings IncCOM NEW6,061$52.3 萬0.2%歷史
ZIMZIM Integrated Shipping Services Ltd.SHS7,000$50.9 萬0.2%歷史
MUMicron Technology IncStock6,500$50.6 萬0.2%歷史
FOXAFox CorpCL A COM12,799$50.5 萬0.2%歷史
FFord Motor CoStock28,941$48.9 萬0.2%歷史
SHWSherwin Williams CoCOM1,940$48.4 萬0.2%歷史
MTDMettler Toledo International IncCOM350$48.1 萬0.2%歷史
DRIDarden Restaurants IncCOM3,300$43.9 萬0.2%歷史
ELEstee Lauder Companies IncCL A1,500$40.8 萬0.1%歷史
KNXKnight-Swift Transportation Holdings Inc.CL A7,878$39.8 萬0.1%歷史
PNRPENTAIR plcSHS7,200$39.0 萬0.1%歷史
FITBFifth Third BancorpCOM9,000$38.7 萬0.1%歷史
VRSKVerisk Analytics, Inc.COM1,799$38.6 萬0.1%歷史
CARRCarrier Global CorpStock8,386$38.5 萬0.1%歷史
RFRegions Financial CorpCOM17,000$37.8 萬0.1%歷史
DELLDell Technologies Inc.Stock7,000$35.1 萬0.1%歷史
WIREEncore Wire CorpCOM3,000$34.2 萬0.1%歷史
IBKRInteractive Brokers Group, Inc.Stock5,067$33.4 萬0.1%歷史
ADIAnalog Devices IncStock2,000$33.0 萬0.1%歷史
PCARPaccar IncCOM3,650$32.1 萬0.1%歷史
DDDuPont de Nemours, Inc.COM4,308$31.7 萬0.1%歷史
DPZDominos Pizza IncCOM750$30.5 萬0.1%歷史
DHIHorton D R IncCOM4,000$29.8 萬0.1%歷史
JCIJohnson Controls International plcStock4,500$29.5 萬0.1%歷史
FFIVF5, Inc.Stock1,400$29.3 萬0.1%歷史
SPGIS&P Global Inc.Stock700$28.7 萬0.1%歷史
OGEOGE Energy Corp.COM6,900$28.1 萬0.1%歷史
OTISOtis Worldwide CorpStock3,453$26.6 萬0.1%歷史
ACHAccendra Health IncStock6,000$26.4 萬0.1%歷史
LYGLloyds Banking Group plcSPONSORED ADR109,200$26.3 萬0.1%歷史
GLWCorning IncCOM6,900$25.5 萬0.1%歷史
INTCIntel CorpStock4,800$23.8 萬0.1%歷史
BZHBeazer Homes USA IncCOM NEW15,100$23.0 萬0.1%歷史
ENVAEnova International, Inc.COM6,000$22.8 萬0.1%歷史
EBAYeBay IncCOM3,842$22.0 萬0.1%歷史
LBRDALiberty Broadband CorpCOM SER A1,635$21.4 萬0.1%歷史
FISIFinancial Institutions IncCOM6,673$20.1 萬0.1%歷史