DCM Advisors, LLC
- SEC CIK
- 0001839498
- 最新申報
- 2026/8/13
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/14 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 52
- 較 2024 年第 2 季 +1
- 總值
- $1.99 億
- 較 2024 年第 2 季 +$914.7 萬 (+4.8%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 33,548 | $1,444 萬 | 7.3% | +61+0.2% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 60,687 | $1,414 萬 | 7.1% | −554−0.9% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 17,097 | $978.7 萬 | 4.9% | +575+3.5% | 加碼 | 歷史 |
| ORCLOracle Corp | Stock | 53,055 | $904.1 萬 | 4.6% | −164−0.3% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 86,823 | $835.2 萬 | 4.2% | +2,138+2.5% | 加碼 | 歷史 |
| AXPAmerican Express Co | Stock | 30,330 | $822.5 萬 | 4.1% | +10.0% | 加碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 16,032 | $793.8 萬 | 4.0% | −408−2.5% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 16,965 | $780.8 萬 | 3.9% | −95−0.6% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 106,622 | $780.8 萬 | 3.9% | 00.0% | 不變 | 歷史 |
| RHRH | COM | 23,343 | $780.7 萬 | 3.9% | +70+0.3% | 加碼 | 歷史 |
| BACBank of America Corp | Stock | 186,711 | $740.9 萬 | 3.7% | −1,275−0.7% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 65,962 | $687.6 萬 | 3.5% | +105+0.2% | 加碼 | 歷史 |
| CMCSAComcast Corp | Stock | 162,013 | $676.7 萬 | 3.4% | 00.0% | 不變 | 歷史 |
| WFCWells Fargo & Company | Stock | 111,284 | $628.6 萬 | 3.2% | 00.0% | 不變 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 28,663 | $604.4 萬 | 3.0% | 00.0% | 不變 | 歷史 |
| ABBVAbbVie Inc. | Stock | 27,795 | $548.9 萬 | 2.8% | 00.0% | 不變 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 33,057 | $548.2 萬 | 2.8% | +613+1.9% | 加碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 32,225 | $525.0 萬 | 2.6% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 70,610 | $444.0 萬 | 2.2% | 00.0% | 不變 | 歷史 |
| RTXRTX Corp | Stock | 35,188 | $426.3 萬 | 2.1% | 00.0% | 不變 | 歷史 |
| NFLXNetflix Inc | Stock | 5,698 | $404.1 萬 | 2.0% | −3,630−38.9% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 107,207 | $370.2 萬 | 1.9% | 00.0% | 不變 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,074 | $337.2 萬 | 1.7% | 00.0% | 不變 | 歷史 |
| BKNGBooking Holdings Inc. | Stock | 684 | $288.1 萬 | 1.5% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 22,545 | $273.7 萬 | 1.4% | 00.0% | 不變 | 歷史 |
| PSXPhillips 66 | Stock | 19,745 | $259.5 萬 | 1.3% | 00.0% | 不變 | 歷史 |
| GOOGAlphabet Inc. | Stock | 14,513 | $242.6 萬 | 1.2% | +10.0% | 加碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 13,108 | $222.9 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| VZVerizon Communications Inc | Stock | 47,588 | $213.7 萬 | 1.1% | 00.0% | 不變 | 歷史 |
| USBUS Bancorp DE | COM NEW | 44,271 | $202.5 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| COPConocoPhillips | Stock | 18,042 | $189.9 萬 | 1.0% | 00.0% | 不變 | 歷史 |
| TAT&T Inc. | Stock | 86,064 | $189.3 萬 | 1.0% | +30.0% | 加碼 | 歷史 |
| BABoeing Co | Stock | 11,589 | $176.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| PGProcter & Gamble Co | Stock | 9,769 | $169.2 萬 | 0.9% | 00.0% | 不變 | 歷史 |
| NVDANVIDIA Corp | Stock | 10,748 | $130.5 萬 | 0.7% | −2,946−21.5% | 減碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 4,517 | $84.2 萬 | 0.4% | +871+23.9% | 加碼 | 歷史 |
| VVisa Inc. | Stock | 2,871 | $78.9 萬 | 0.4% | −137−4.6% | 減碼 | 歷史 |
| IRMIron Mountain Inc | COM | 6,144 | $73.0 萬 | 0.4% | −552−8.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 24,656 | $71.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| SIRISirius XM Holdings Inc. | COMMON STOCK | 28,137 | $66.5 萬 | 0.3% | +28,137 | 新進 | 歷史 |
| Schwab808515605 | Cash Sweep | 627,099 | $62.7 萬 | 0.3% | +383,512+157.4% | 加碼 | – |
| LNGCheniere Energy, Inc. | COM NEW | 3,117 | $56.1 萬 | 0.3% | −216−6.5% | 減碼 | 歷史 |
| MAMastercard Inc | Stock | 1,123 | $55.5 萬 | 0.3% | −61−5.2% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 22,364 | $46.8 萬 | 0.2% | −1,766−7.3% | 減碼 | 歷史 |
| CRMSalesforce, Inc. | Stock | 1,495 | $40.9 萬 | 0.2% | −85−5.4% | 減碼 | 歷史 |
| UNPUnion Pacific Corp | Stock | 1,503 | $37.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 23,602 | $34.4 萬 | 0.2% | −1,469−5.9% | 減碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 496 | $24.2 萬 | 0.1% | −52−9.5% | 減碼 | – |
| AVGOBroadcom Inc. | Stock | 1,392 | $24.0 萬 | 0.1% | −778−35.9% | 減碼依 10 比 1 拆股換算 | 歷史 |
| PYPLPayPal Holdings, Inc. | Stock | 2,706 | $21.1 萬 | 0.1% | +2,706 | 新進 | 歷史 |
| LUMNLumen Technologies, Inc. | Stock | 28,600 | $20.3 萬 | 0.1% | +28,600 | 新進 | 歷史 |
| LOWLowes Companies Inc | Stock | 746 | $20.2 萬 | 0.1% | +746 | 新進 | 歷史 |
2024 年第 2 季之後清倉（3 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。