DCM Advisors, LLC
- SEC CIK
- 0001839498
- 最新申報
- 2026/8/13
2023 年第 1 季持倉
持倉截至 2023/3/31，2023/9/12 申報。只含多頭部位，變化是跟 2022 年第 4 季比股數。
- 持股檔數
- 72
- 較 2022 年第 4 季 +2
- 總值
- $2.15 億
- 較 2022 年第 4 季 +$864.1 萬 (+4.2%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 107,421 | $1,771 萬 | 8.2% | −1,819−1.7% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 58,195 | $1,678 萬 | 7.8% | −724−1.2% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 35,952 | $762.0 萬 | 3.5% | −655−1.8% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 196,261 | $744.0 萬 | 3.5% | −386−0.2% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 73,772 | $738.7 萬 | 3.4% | +507+0.7% | 加碼 | 歷史 |
| MSMorgan Stanley | Stock | 80,872 | $710.1 萬 | 3.3% | −221−0.3% | 減碼 | 歷史 |
| NFLXNetflix Inc | Stock | 20,251 | $699.6 萬 | 3.3% | +118+0.6% | 加碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 135,181 | $680.8 萬 | 3.2% | −290.0% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 235,170 | $672.6 萬 | 3.1% | −964−0.4% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 72,120 | $670.1 萬 | 3.1% | −330−0.5% | 減碼 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 64,451 | $668.6 萬 | 3.1% | +554+0.9% | 加碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 21,360 | $659.5 萬 | 3.1% | −84−0.4% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 19,696 | $644.3 萬 | 3.0% | −56−0.3% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 47,376 | $638.8 萬 | 3.0% | −142−0.3% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 37,062 | $611.3 萬 | 2.8% | −26−0.1% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 35,099 | $559.4 萬 | 2.6% | −263−0.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 42,453 | $553.2 萬 | 2.6% | −351−0.8% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 138,707 | $518.5 萬 | 2.4% | −158−0.1% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 65,566 | $487.2 萬 | 2.3% | +791+1.2% | 加碼 | 歷史 |
| RTXRTX Corp | Stock | 45,326 | $443.9 萬 | 2.1% | −107−0.2% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 222,472 | $428.3 萬 | 2.0% | −554−0.2% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 130,835 | $391.7 萬 | 1.8% | −66−0.1% | 減碼 | 歷史 |
| Liberty Media Corp Del531229607 | COM C SIRIUSXM | 120,885 | $338.4 萬 | 1.6% | 00.0% | 不變 | – |
| BABoeing Co | Stock | 15,880 | $337.3 萬 | 1.6% | −39−0.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 12,018 | $336.0 萬 | 1.6% | −48−0.4% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 17,744 | $323.5 萬 | 1.5% | −87−0.5% | 減碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 30,377 | $315.9 萬 | 1.5% | +279+0.9% | 加碼 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 960 | $254.6 萬 | 1.2% | +16+1.7% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 60,595 | $247.2 萬 | 1.2% | −384−0.6% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 24,008 | $243.4 萬 | 1.1% | −58−0.2% | 減碼 | 歷史 |
| RHRH | COM | 9,727 | $236.9 萬 | 1.1% | +31+0.3% | 加碼 | 歷史 |
| LBRDKLiberty Broadband Corp | COM SER C | 28,748 | $234.9 萬 | 1.1% | −40−0.1% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 22,322 | $221.5 萬 | 1.0% | −362−1.6% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 20,332 | $197.7 萬 | 0.9% | −70−0.3% | 減碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 12,070 | $179.5 萬 | 0.8% | −111−0.9% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 8,561 | $172.3 萬 | 0.8% | −54−0.6% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 47,785 | $172.3 萬 | 0.8% | −66−0.1% | 減碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 7,708 | $154.1 萬 | 0.7% | −32−0.4% | 減碼 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 20,247 | $153.8 萬 | 0.7% | −56−0.3% | 減碼 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 9,752 | $103.8 萬 | 0.5% | −120−1.2% | 減碼 | 歷史 |
| VVisa Inc. | Stock | 4,567 | $103.0 萬 | 0.5% | −40−0.9% | 減碼 | 歷史 |
| HDHome Depot, Inc. | Stock | 3,468 | $102.3 萬 | 0.5% | −125−3.5% | 減碼 | 歷史 |
| BABAAlibaba Group Holding Ltd | ADR | 9,834 | $100.5 萬 | 0.5% | 00.0% | 不變 | 歷史 |
| HONHoneywell International Inc | COM | 4,486 | $85.7 萬 | 0.4% | −30−0.7% | 減碼 | 歷史 |
| TRVTravelers Companies, Inc. | Stock | 4,814 | $82.5 萬 | 0.4% | −12−0.2% | 減碼 | 歷史 |
| MDTMedtronic plc | Stock | 10,022 | $80.8 萬 | 0.4% | −60−0.6% | 減碼 | 歷史 |
| Tencent Holdings Ltd ADR88032Q109 | COM | 14,956 | $73.1 萬 | 0.3% | 00.0% | 不變 | – |
| UNHUnitedHealth Group Inc | Stock | 1,540 | $72.8 萬 | 0.3% | −63−3.9% | 減碼 | 歷史 |
| CCitigroup Inc | Stock | 14,387 | $67.5 萬 | 0.3% | −2,888−16.7% | 減碼 | 歷史 |
| BLKBlackRock, Inc. | COM | 953 | $63.8 萬 | 0.3% | −6−0.6% | 減碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 3,181 | $49.3 萬 | 0.2% | −126−3.8% | 減碼 | 歷史 |
| ROKRockwell Automation, Inc | Stock | 1,657 | $48.6 萬 | 0.2% | −6−0.4% | 減碼 | 歷史 |
| TELTE Connectivity plc | REG SHS | 3,681 | $48.3 萬 | 0.2% | −14−0.4% | 減碼 | 歷史 |
| ABTAbbott Laboratories | Stock | 4,674 | $47.3 萬 | 0.2% | −144−3.0% | 減碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 1,841 | $41.0 萬 | 0.2% | −518−22.0% | 減碼 | 歷史 |
| MSGSMadison Square Garden Sports Corp. | CL A | 2,038 | $39.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| CBChubb Ltd | Stock | 2,024 | $39.3 萬 | 0.2% | −20−1.0% | 減碼 | 歷史 |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 3,001 | $37.2 萬 | 0.2% | 00.0% | 不變 | – |
| SLBSLB Limited | Stock | 6,826 | $33.5 萬 | 0.2% | −77−1.1% | 減碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 1,322 | $31.5 萬 | 0.1% | 00.0% | 不變 | – |
| Vanguard Morningstar Value ETF922908744 | ETF | 2,263 | $31.3 萬 | 0.1% | 00.0% | 不變 | – |
| FWONKLiberty Media Corp | COM SER C FRMLA | 3,845 | $28.8 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| ENBEnbridge Inc | Stock | 7,263 | $27.7 萬 | 0.1% | −128−1.7% | 減碼 | 歷史 |
| Copley Fund Inc217458108 | MUT | 1,925 | $25.9 萬 | 0.1% | 00.0% | 不變 | – |
| AMZNAmazon Com Inc | Stock | 2,321 | $24.0 萬 | 0.1% | −549−19.1% | 減碼 | 歷史 |
| DFSDiscover Financial Services | COM | 2,262 | $22.4 萬 | 0.1% | −12−0.5% | 減碼 | 歷史 |
| MDLZMondelez International, Inc. | Stock | 3,083 | $21.5 萬 | 0.1% | −410−11.7% | 減碼 | 歷史 |
| BMYBristol Myers Squibb Co | Stock | 3,086 | $21.4 萬 | 0.1% | −111−3.5% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 769 | $21.4 萬 | 0.1% | +769 | 新進 | 歷史 |
| DDDuPont de Nemours, Inc. | COM | 2,909 | $20.9 萬 | 0.1% | +2,909 | 新進 | 歷史 |
| State Street Materials Select Sector SPDR ETF81369Y100 | ETF | 2,544 | $20.5 萬 | 0.1% | +2,544 | 新進 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 2,801 | $20.5 萬 | 0.1% | 00.0% | 不變 | – |
2022 年第 4 季之後清倉（1 檔）
2022 年第 4 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2022 年第 4 季股數 | 2022 年第 4 季市值 | 2022 年第 4 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| Liberty Media Corp531229409 | COM A SIRIUSXM | 6,381 | $25.1 萬 | 0.1% | – |