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DCM Advisors, LLC

SEC CIK
0001839498
最新申報
2026/8/13

2022 年第 4 季持倉

持倉截至 2022/12/31,2023/9/11 申報。只含多頭部位,變化是跟 2022 年第 3 季比股數。

機構總覽
持股檔數
70
較 2022 年第 3 季 −107
總值
$2.06 億
較 2022 年第 3 季 +$707.7 萬 (+3.6%)
申報日
2023/9/11
SEC
DCM Advisors, LLC 在 2022 年第 4 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
AAPLApple Inc.Stock109,240$1,419 萬6.9%−13,987−11.4%減碼歷史
MSFTMicrosoft CorpStock58,919$1,413 萬6.9%−2,198−3.6%減碼歷史
AIGAmerican International Group, Inc.Stock135,210$855.1 萬4.1%+61,359+83.1%加碼歷史
BACBank of America CorpStock236,134$782.1 萬3.8%+108,160+84.5%加碼歷史
MSMorgan StanleyStock81,093$689.5 萬3.3%+38,328+89.6%加碼歷史
CMCSAComcast CorpStock196,647$687.7 萬3.3%+91,986+87.9%加碼歷史
GSGoldman Sachs Group IncStock19,752$678.2 萬3.3%+8,348+73.2%加碼歷史
BRK.BBerkshire Hathaway IncStock21,444$662.4 萬3.2%+6,066+39.4%加碼歷史
DISWalt Disney CoStock73,265$636.5 萬3.1%+34,110+87.1%加碼歷史
CVSCVS Health CorpStock64,775$603.6 萬2.9%+23,862+58.3%加碼歷史
NFLXNetflix IncStock20,133$593.7 萬2.9%+10,010+98.9%加碼歷史
ORCLOracle CorpStock72,450$592.2 萬2.9%+29,948+70.5%加碼歷史
JPMJPMorgan Chase & CoStock42,804$574.0 萬2.8%+15,959+59.4%加碼歷史
WFCWells Fargo & CompanyStock138,865$573.4 萬2.8%+65,258+88.7%加碼歷史
ABBVAbbVie Inc.Stock35,362$571.5 萬2.8%+13,725+63.4%加碼歷史
GOOGLAlphabet Inc.Stock63,897$563.8 萬2.7%−15,479−19.5%減碼歷史
MPCMarathon Petroleum CorpStock47,518$553.1 萬2.7%+20,675+77.0%加碼歷史
AXPAmerican Express CoStock37,088$548.0 萬2.7%+17,117+85.7%加碼歷史
Liberty Media Corp Del531229607COM C SIRIUSXM120,885$473.0 萬2.3%+47,581+64.9%加碼–
RTXRTX CorpStock45,433$458.5 萬2.2%+13,730+43.3%加碼歷史
METAMeta Platforms, Inc.Stock36,607$440.5 萬2.1%+9,848+36.8%加碼歷史
TAT&T Inc.Stock223,026$410.6 萬2.0%+109,997+97.3%加碼歷史
CSXCSX CorpStock130,901$405.5 萬2.0%+63,633+94.6%加碼歷史
PEPPepsiCo IncStock17,831$322.1 萬1.6%+2,458+16.0%加碼歷史
MCDMcDonalds CorpStock12,066$318.0 萬1.5%+3,725+44.7%加碼歷史
PFEPfizer IncStock60,979$312.5 萬1.5%+31,933+109.9%加碼歷史
BABoeing CoStock15,919$303.2 萬1.5%+4,933+44.9%加碼歷史
COPConocoPhillipsStock22,684$267.7 萬1.3%+6,022+36.1%加碼歷史
GOOGAlphabet Inc.Stock30,098$267.1 萬1.3%+85+0.3%加碼歷史
RHRHCOM9,696$259.1 萬1.3%+5,628+138.3%加碼歷史
PSXPhillips 66Stock24,066$250.5 萬1.2%+11,840+96.8%加碼歷史
LBRDKLiberty Broadband CorpCOM SER C28,788$219.6 萬1.1%+9,978+53.0%加碼歷史
USBUS Bancorp DECOM NEW47,851$208.7 萬1.0%+27,148+131.1%加碼歷史
PMPhilip Morris International Inc.Stock20,402$206.5 萬1.0%+12,298+151.8%加碼歷史
BKNGBooking Holdings Inc.Stock944$190.2 萬0.9%+414+78.1%加碼歷史
PGProcter & Gamble CoStock12,181$184.6 萬0.9%+5,486+81.9%加碼歷史
UNPUnion Pacific CorpStock8,615$178.4 萬0.9%−1,449−14.4%減碼歷史
LOWLowes Companies IncStock7,740$154.2 萬0.7%−438−5.4%減碼歷史
PYPLPayPal Holdings, Inc.Stock20,303$144.6 萬0.7%−675−3.2%減碼歷史
HDHome Depot, Inc.Stock3,593$113.5 萬0.6%−189−5.0%減碼歷史
MRKMerck & Co., Inc.Stock9,872$109.5 萬0.5%−6,730−40.5%減碼歷史
HONHoneywell International IncCOM4,516$96.8 萬0.5%−254−5.3%減碼歷史
VVisa Inc.Stock4,607$95.7 萬0.5%−2,792−37.7%減碼歷史
TRVTravelers Companies, Inc.Stock4,826$90.5 萬0.4%−383−7.4%減碼歷史
BABAAlibaba Group Holding LtdADR9,834$86.6 萬0.4%−696−6.6%減碼歷史
UNHUnitedHealth Group IncStock1,603$85.0 萬0.4%−2,696−62.7%減碼歷史
MDTMedtronic plcStock10,082$78.4 萬0.4%−714−6.6%減碼歷史
CCitigroup IncStock17,275$78.1 萬0.4%+2,070+13.6%加碼歷史
BLKBlackRock, Inc.COM959$68.0 萬0.3%00.0%不變歷史
Tencent Holdings Ltd ADR88032Q109COM14,956$63.4 萬0.3%−930−5.9%減碼–
JNJJohnson & JohnsonStock3,307$58.4 萬0.3%−1,098−24.9%減碼歷史
ADPAutomatic Data Processing IncStock2,359$56.3 萬0.3%−4,615−66.2%減碼歷史
ABTAbbott LaboratoriesStock4,818$52.9 萬0.3%−247−4.9%減碼歷史
CBChubb LtdStock2,044$45.1 萬0.2%−145−6.6%減碼歷史
ROKRockwell Automation, IncStock1,663$42.8 萬0.2%−124−6.9%減碼歷史
TELTE Connectivity plcREG SHS3,695$42.4 萬0.2%−273−6.9%減碼歷史
MSGSMadison Square Garden Sports Corp.CL A2,038$37.4 萬0.2%−170−7.7%減碼歷史
SLBSLB LimitedStock6,903$36.9 萬0.2%−304−4.2%減碼歷史
iShares MSCI USA Quality Factor ETF46432F339ETF3,001$34.2 萬0.2%00.0%不變–
Vanguard Health Care ETF92204A504ETF1,322$32.8 萬0.2%00.0%不變–
Vanguard Morningstar Value ETF922908744ETF2,263$31.8 萬0.2%00.0%不變–
ENBEnbridge IncStock7,391$28.9 萬0.1%−463−5.9%減碼歷史
Copley Fund Inc217458108MUT1,925$25.1 萬0.1%00.0%不變–
Liberty Media Corp531229409COM A SIRIUSXM6,381$25.1 萬0.1%−619−8.8%減碼–
AMZNAmazon Com IncStock2,870$24.1 萬0.1%−19,986−87.4%減碼歷史
MDLZMondelez International, Inc.Stock3,493$23.3 萬0.1%−594−14.5%減碼歷史
BMYBristol Myers Squibb CoStock3,197$23.0 萬0.1%−170−5.0%減碼歷史
FWONKLiberty Media CorpCOM SER C FRMLA3,845$23.0 萬0.1%−257−6.3%減碼歷史
DFSDiscover Financial ServicesCOM2,274$22.2 萬0.1%−167−6.8%減碼歷史
Schwab US Dividend Equity ETF808524797ETF2,801$21.2 萬0.1%+2,801新進–

2022 年第 3 季之後清倉(108 檔)

2022 年第 3 季季末還持有、這份申報已經沒有的部位。

依上一季市值列出前 100 檔,共 108 檔。

DCM Advisors, LLC 在 2022 年第 3 季之後清倉的部位
證券類別2022 年第 3 季股數2022 年第 3 季市值2022 年第 3 季佔組合 %紀錄
LLYEli Lilly & CoStock4,612$149.1 萬0.7%歷史
TSLATesla, Inc.Stock5,517$146.3 萬0.7%歷史
XOMExxonMobil Holdings CorpCOM15,026$131.2 萬0.7%歷史
CVXChevron CorpStock8,131$116.8 萬0.6%歷史
COSTCostco Wholesale CorpStock2,452$115.8 萬0.6%歷史
CORCencora, Inc.Stock8,070$109.2 萬0.5%歷史
CSLCarlisle Companies IncCOM3,600$100.9 萬0.5%歷史
GISGeneral Mills IncStock12,620$96.7 萬0.5%歷史
MUSAMurphy USA Inc.COM3,500$96.2 萬0.5%歷史
TMOThermo Fisher Scientific Inc.Stock1,852$93.9 萬0.5%歷史
IDAIdacorp IncCOM9,436$93.4 萬0.5%歷史
DHRDanaher CorpStock3,477$89.8 萬0.5%歷史
MCKMcKesson CorpStock2,544$86.5 萬0.4%歷史
ENPHEnphase Energy, Inc.Stock3,034$84.2 萬0.4%歷史
TMUST-Mobile US, Inc.Stock6,149$82.5 萬0.4%歷史
UNMUnum GroupStock21,000$81.5 萬0.4%歷史
AMPAmeriprise Financial IncCOM3,122$78.7 萬0.4%歷史
ELVElevance Health, Inc.Stock1,662$75.5 萬0.4%歷史
NXSTNexstar Media Group, Inc.COMMON STOCK4,500$75.1 萬0.4%歷史
VRTXVertex Pharmaceuticals IncStock2,566$74.3 萬0.4%歷史
PFGPrincipal Financial Group IncCOM10,078$72.7 萬0.4%歷史
PWRQuanta Services, Inc.COM5,543$70.6 萬0.4%歷史
VSTVistra Corp.Stock33,588$70.5 萬0.4%歷史
STZConstellation Brands, Inc.Stock3,058$70.2 萬0.4%歷史
PAYXPaychex IncStock6,113$68.6 萬0.3%歷史
AMGNAmgen IncStock3,021$68.1 萬0.3%歷史
CDNSCadence Design Systems IncStock4,072$66.5 萬0.3%歷史
WMBWilliams Companies, Inc.COM22,101$63.3 萬0.3%歷史
RJFRaymond James Financial IncCOM6,363$62.9 萬0.3%歷史
SONSonoco Products CoCOM11,000$62.4 萬0.3%歷史
MTBM&T Bank CorpCOM3,530$62.2 萬0.3%歷史
PXDPioneer Natural Resources CoCOM2,866$62.1 萬0.3%歷史
CEGConstellation Energy CorpStock7,048$58.6 萬0.3%歷史
SNPSSynopsys IncCOM1,733$52.9 萬0.3%歷史
AJGArthur J. Gallagher & Co.COM3,082$52.8 萬0.3%歷史
FDSFactset Research Systems IncStock1,310$52.4 萬0.3%歷史
LMTLockheed Martin CorpStock1,349$52.1 萬0.3%歷史
NINisource Inc.COM19,773$49.8 萬0.3%歷史
KLACKLA CorpCOM NEW1,643$49.7 萬0.2%歷史
TRMKTrustmark CorpCOM16,000$49.0 萬0.2%歷史
ULTAUlta Beauty, Inc.Stock1,212$48.6 萬0.2%歷史
ALBAlbemarle CorpStock1,823$48.2 萬0.2%歷史
ORealty Income CorpREIT8,279$48.2 萬0.2%歷史
RSGRepublic Services, Inc.COM3,454$47.0 萬0.2%歷史
NVDANVIDIA CorpStock3,865$46.9 萬0.2%歷史
AVGOBroadcom Inc.Stock1,053$46.8 萬0.2%歷史
Sunpower Corp867652406COM20,000$46.1 萬0.2%–
KKellanovaStock6,554$45.7 萬0.2%歷史
DNOWDNOW Inc.COM45,000$45.2 萬0.2%歷史
LWLamb Weston Holdings, Inc.Stock5,818$45.0 萬0.2%歷史
OMCOmnicom Group Inc.COM7,041$44.4 萬0.2%歷史
AGYSAgilysys IncCOM8,000$44.3 萬0.2%歷史
AZOAutoZone IncCOM204$43.7 萬0.2%歷史
CVICVR Energy IncCOM15,000$43.5 萬0.2%歷史
CPRTCopart IncCOM4,080$43.4 萬0.2%歷史
AAgilent Technologies, Inc.COM3,448$41.9 萬0.2%歷史
NSPInsperity, Inc.COM4,001$40.8 萬0.2%歷史
ANETArista Networks, Inc.COM3,551$40.1 萬0.2%歷史
APDAir Products & Chemicals, Inc.Stock1,660$38.6 萬0.2%歷史
NEENextera Energy IncStock4,919$38.6 萬0.2%歷史
CORTCorcept Therapeutics IncCOM15,000$38.5 萬0.2%歷史
CBTCabot CorpCOM6,000$38.3 萬0.2%歷史
PRGSProgress Software CorpCOM9,000$38.3 萬0.2%歷史
ONOn Semiconductor CorpStock6,034$37.6 萬0.2%歷史
DECKDeckers Outdoor CorpCOM1,203$37.6 萬0.2%歷史
SYYSysco CorpStock5,310$37.5 萬0.2%歷史
HWMHowmet Aerospace Inc.Stock12,001$37.1 萬0.2%歷史
KEYSKeysight Technologies, Inc.Stock2,350$37.0 萬0.2%歷史
ORLYO Reilly Automotive IncStock521$36.6 萬0.2%歷史
PSAPublic StorageCOM1,235$36.2 萬0.2%歷史
OXMOxford Industries IncCOM4,000$35.9 萬0.2%歷史
CTVACorteva, Inc.Stock6,274$35.9 萬0.2%歷史
MAMastercard IncStock1,258$35.8 萬0.2%歷史
iShares Tr464287689RUSSELL 3000 ETF1,716$35.5 萬0.2%–
CBOECboe Global Markets, Inc.COM3,019$35.4 萬0.2%歷史
CAHCardinal Health IncStock5,276$35.2 萬0.2%歷史
CNCCentene CorpStock4,437$34.5 萬0.2%歷史
NDAQNasdaq, Inc.COM6,069$34.4 萬0.2%歷史
BJBJ's Wholesale Club Holdings, Inc.COM4,700$34.2 萬0.2%歷史
WBDWarner Bros. Discovery, Inc.Stock29,483$33.9 萬0.2%歷史
ENSGEnsign Group, IncCOM4,200$33.4 萬0.2%歷史
FLRFluor CorpStock13,300$33.1 萬0.2%歷史
JBLJabil IncStock5,500$31.7 萬0.2%歷史
NVTnVent Electric plcSHS10,000$31.6 萬0.2%歷史
IBMInternational Business Machines CorpStock2,639$31.4 萬0.2%歷史
ATNIATN International, Inc.COM8,000$30.9 萬0.2%歷史
CTRECareTrust REIT, Inc.COM17,000$30.8 萬0.2%歷史
SBACSba Communications CorpCL A1,073$30.5 萬0.2%歷史
CNRCore Natural Resources, Inc.COM4,600$29.6 萬0.1%歷史
PTCPTC Inc.Stock2,827$29.6 萬0.1%歷史
ASHAshland Inc.COM3,000$28.5 萬0.1%歷史
NXPINXP Semiconductors N.V.COM1,885$27.8 萬0.1%歷史
SANMSanmina CorpCOM6,000$27.6 萬0.1%歷史
DCHDauch CorpCOM40,000$27.3 萬0.1%歷史
LSCCLattice Semiconductor CorpCOM5,500$27.1 萬0.1%歷史
GBCIGlacier Bancorp, Inc.COM5,500$27.0 萬0.1%歷史
CBSHCommerce Bancshares IncStock4,000$26.5 萬0.1%歷史
Vanguard Balanced Ind921931200COM6,858$26.2 萬0.1%–
FDXFedEx CorpStock1,755$26.1 萬0.1%歷史
iShares S&P 500 Growth ETF464287309ETF4,357$25.2 萬0.1%–