DCM Advisors, LLC
- SEC CIK
- 0001839498
- 最新申報
- 2026/8/13
2025 年第 1 季持倉
持倉截至 2025/3/31，2025/5/19 申報。只含多頭部位，變化是跟 2024 年第 4 季比股數。
- 持股檔數
- 36
- 較 2024 年第 4 季 −2
- 總值
- $1.87 億
- 較 2024 年第 4 季 −$2,565 萬 (−12.0%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 60,596 | $1,325 萬 | 7.1% | −14,484−19.3% | 減碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 34,333 | $1,271 萬 | 6.8% | −5,928−14.7% | 減碼 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 16,522 | $947.9 萬 | 5.1% | −3,523−17.6% | 減碼 | 歷史 |
| AIGAmerican International Group, Inc. | Stock | 106,622 | $922.0 萬 | 4.9% | −5,847−5.2% | 減碼 | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 17,050 | $902.6 萬 | 4.8% | −839−4.7% | 減碼 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 16,032 | $869.6 萬 | 4.6% | −952−5.6% | 減碼 | 歷史 |
| DISWalt Disney Co | Stock | 87,823 | $862.5 萬 | 4.6% | −3,527−3.9% | 減碼 | 歷史 |
| AXPAmerican Express Co | Stock | 30,397 | $811.0 萬 | 4.3% | −2,207−6.8% | 減碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 111,284 | $792.9 萬 | 4.2% | −5,677−4.9% | 減碼 | 歷史 |
| BACBank of America Corp | Stock | 186,684 | $773.3 萬 | 4.1% | −13,972−7.0% | 減碼 | 歷史 |
| MSMorgan Stanley | Stock | 65,857 | $762.7 萬 | 4.1% | −3,666−5.3% | 減碼 | 歷史 |
| ORCLOracle Corp | Stock | 53,055 | $734.8 萬 | 3.9% | −5,671−9.7% | 減碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 28,663 | $699.2 萬 | 3.7% | −3,934−12.1% | 減碼 | 歷史 |
| CMCSAComcast Corp | Stock | 157,413 | $577.6 萬 | 3.1% | −13,263−7.8% | 減碼 | 歷史 |
| ABBVAbbVie Inc. | Stock | 25,856 | $541.2 萬 | 2.9% | −3,017−10.4% | 減碼 | 歷史 |
| RHRH | COM | 23,018 | $536.9 萬 | 2.9% | −325−1.4% | 減碼 | 歷史 |
| DELLDell Technologies Inc. | Stock | 54,050 | $492.7 萬 | 2.6% | +54,050 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 32,361 | $491.1 萬 | 2.6% | −16,395−33.6% | 減碼 | 歷史 |
| CVSCVS Health Corp | Stock | 70,610 | $476.1 萬 | 2.5% | −10,920−13.4% | 減碼 | 歷史 |
| MPCMarathon Petroleum Corp | Stock | 32,225 | $467.5 萬 | 2.5% | −3,111−8.8% | 減碼 | 歷史 |
| RTXRTX Corp | Stock | 35,188 | $464.4 萬 | 2.5% | −6,808−16.2% | 減碼 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 22,545 | $357.5 萬 | 1.9% | −56−0.2% | 減碼 | 歷史 |
| MCDMcDonalds Corp | Stock | 11,074 | $344.0 萬 | 1.8% | −52−0.5% | 減碼 | 歷史 |
| CSXCSX Corp | Stock | 107,207 | $313.8 萬 | 1.7% | −5,949−5.3% | 減碼 | 歷史 |
| PSXPhillips 66 | Stock | 19,745 | $242.5 萬 | 1.3% | −979−4.7% | 減碼 | 歷史 |
| TAT&T Inc. | Stock | 85,816 | $239.7 萬 | 1.3% | −6,662−7.2% | 減碼 | 歷史 |
| NVDANVIDIA Corp | Stock | 21,888 | $226.9 萬 | 1.2% | +7,425+51.3% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 14,198 | $219.0 萬 | 1.2% | −862−5.7% | 減碼 | 歷史 |
| VZVerizon Communications Inc | Stock | 47,588 | $215.0 萬 | 1.1% | −79−0.2% | 減碼 | 歷史 |
| BABoeing Co | Stock | 11,589 | $197.0 萬 | 1.1% | −2,129−15.5% | 減碼 | 歷史 |
| PEPPepsiCo Inc | Stock | 13,193 | $196.8 萬 | 1.0% | −1,398−9.6% | 減碼 | 歷史 |
| COPConocoPhillips | Stock | 18,045 | $188.4 萬 | 1.0% | −1,400−7.2% | 減碼 | 歷史 |
| USBUS Bancorp DE | COM NEW | 44,271 | $132.4 萬 | 0.7% | −68−0.2% | 減碼 | 歷史 |
| PFEPfizer Inc | Stock | 26,456 | $66.9 萬 | 0.4% | −3,661−12.2% | 減碼 | 歷史 |
| ARCCAres Capital Corp | CEF | 22,443 | $49.0 萬 | 0.3% | +319+1.4% | 加碼 | 歷史 |
| OBDCBlue Owl Capital Corp | COM | 25,289 | $36.7 萬 | 0.2% | +1,848+7.9% | 加碼 | 歷史 |
2024 年第 4 季之後清倉（3 檔）
2024 年第 4 季季末還持有、這份申報已經沒有的部位。