DMKC Advisory Services, LLC
- SEC CIK
- 0001901337
- 最新申報
- 2026/7/7
2025 年第 2 季持倉
持倉截至 2025/6/30，2025/7/21 申報。只含多頭部位，變化是跟 2025 年第 1 季比股數。
- 持股檔數
- 78
- 較 2025 年第 1 季 +23
- 總值
- $1.91 億
- 較 2025 年第 1 季 +$7,999 萬 (+72.1%)
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 18,482 | $945.7 萬 | 5.0% | +13,728+288.8% | 加碼 | 歷史 |
| Vanguard S&P 500 ETF922908363 | ETF | 15,914 | $918.5 萬 | 4.8% | +2,850+21.8% | 加碼 | – |
| BACBank of America Corp | Stock | 165,096 | $776.3 萬 | 4.1% | +56,534+52.1% | 加碼 | 歷史 |
| DEDeere & Co | Stock | 13,039 | $650.8 萬 | 3.4% | +8,680+199.1% | 加碼 | 歷史 |
| WFCWells Fargo & Company | Stock | 80,963 | $645.4 萬 | 3.4% | +24,299+42.9% | 加碼 | 歷史 |
| PFGPrincipal Financial Group Inc | COM | 78,584 | $636.3 萬 | 3.3% | +18,832+31.5% | 加碼 | 歷史 |
| Vanguard Health Care ETF92204A504 | ETF | 25,727 | $630.9 萬 | 3.3% | +3,220+14.3% | 加碼 | – |
| MMM3M Co | Stock | 34,943 | $555.7 萬 | 2.9% | +7,309+26.4% | 加碼 | 歷史 |
| Vanguard Utilities ETF92204A876 | ETF | 30,751 | $547.1 萬 | 2.9% | +2,796+10.0% | 加碼 | – |
| Schwab US Dividend Equity ETF808524797 | ETF | 198,691 | $539.2 萬 | 2.8% | +46,216+30.3% | 加碼 | – |
| USBUS Bancorp DE | COM NEW | 118,635 | $536.4 萬 | 2.8% | +30,527+34.6% | 加碼 | 歷史 |
| EMREmerson Electric Co | Stock | 32,320 | $466.7 萬 | 2.4% | +14,380+80.2% | 加碼 | 歷史 |
| CATCaterpillar Inc | Stock | 10,774 | $450.4 萬 | 2.4% | +3,960+58.1% | 加碼 | 歷史 |
| DIASPDR Dow Jones Industrial Average ETF Trust | UT SER 1 | 9,828 | $437.6 萬 | 2.3% | +9,828 | 新進 | 歷史 |
| CMICummins Inc | Stock | 11,821 | $411.6 萬 | 2.2% | +6,147+108.3% | 加碼 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 18,706 | $386.5 萬 | 2.0% | +6,694+55.7% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 11,874 | $367.2 萬 | 1.9% | +7,721+185.9% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 29,289 | $353.0 萬 | 1.8% | +13,721+88.1% | 加碼 | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 12,090 | $350.5 萬 | 1.8% | +1,361+12.7% | 加碼 | 歷史 |
| JNJJohnson & Johnson | Stock | 21,422 | $349.1 萬 | 1.8% | +10,307+92.7% | 加碼 | 歷史 |
| AJGArthur J. Gallagher & Co. | COM | 10,307 | $323.5 萬 | 1.7% | +10,307 | 新進 | 歷史 |
| GSGoldman Sachs Group Inc | Stock | 4,519 | $319.0 萬 | 1.7% | +300+7.1% | 加碼 | 歷史 |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 53,379 | $303.0 萬 | 1.6% | +15,993+42.8% | 加碼 | – |
| RTXRTX Corp | Stock | 18,763 | $284.3 萬 | 1.5% | +1,227+7.0% | 加碼 | 歷史 |
| SYYSysco Corp | Stock | 34,991 | $272.6 萬 | 1.4% | +12,024+52.4% | 加碼 | 歷史 |
| ETNEaton Corp plc | Stock | 7,024 | $267.4 萬 | 1.4% | +7,024 | 新進 | 歷史 |
| STTState Street Corp | COM | 23,072 | $248.0 萬 | 1.3% | +1,833+8.6% | 加碼 | 歷史 |
| Trust for Professional Manag89834G562 | JENSEN QUALITY | 92,134 | $242.9 萬 | 1.3% | +11,893+14.8% | 加碼 | – |
| SHELShell plc | ADR | 33,167 | $233.3 萬 | 1.2% | +2,650+8.7% | 加碼 | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 20,786 | $232.1 萬 | 1.2% | +2,547+14.0% | 加碼 | 歷史 |
| OTISOtis Worldwide Corp | Stock | 22,321 | $225.6 萬 | 1.2% | +1,958+9.6% | 加碼 | 歷史 |
| CVXChevron Corp | Stock | 14,457 | $218.9 萬 | 1.1% | +1,945+15.5% | 加碼 | 歷史 |
| MDTMedtronic plc | Stock | 24,022 | $215.1 萬 | 1.1% | +3,306+16.0% | 加碼 | 歷史 |
| TTETotalEnergies SE | SPONSORED ADS | 33,648 | $207.7 萬 | 1.1% | +3,381+11.2% | 加碼 | 歷史 |
| LMTLockheed Martin Corp | Stock | 4,416 | $207.2 萬 | 1.1% | +486+12.4% | 加碼 | 歷史 |
| PGProcter & Gamble Co | Stock | 13,098 | $203.8 萬 | 1.1% | +1,626+14.2% | 加碼 | 歷史 |
| ALLAllstate Corp | Stock | 10,361 | $200.0 萬 | 1.0% | +10,361 | 新進 | 歷史 |
| PEPPepsiCo Inc | Stock | 13,621 | $198.1 萬 | 1.0% | +1,574+13.1% | 加碼 | 歷史 |
| DEODiageo PLC | SPON ADR NEW | 18,932 | $195.3 萬 | 1.0% | +1,806+10.5% | 加碼 | 歷史 |
| KMBKimberly Clark Corp | Stock | 15,080 | $192.9 萬 | 1.0% | +1,553+11.5% | 加碼 | 歷史 |
| ADPAutomatic Data Processing Inc | Stock | 6,252 | $188.9 萬 | 1.0% | +6,252 | 新進 | 歷史 |
| FDXFedEx Corp | Stock | 8,209 | $187.5 萬 | 1.0% | +926+12.7% | 加碼 | 歷史 |
| LOWLowes Companies Inc | Stock | 8,560 | $187.1 萬 | 1.0% | +819+10.6% | 加碼 | 歷史 |
| CCitigroup Inc | Stock | 19,838 | $184.7 萬 | 1.0% | +131+0.7% | 加碼 | 歷史 |
| GPCGenuine Parts Co | Stock | 14,357 | $177.4 萬 | 0.9% | +1,490+11.6% | 加碼 | 歷史 |
| Vanguard Morningstar Value ETF922908744 | ETF | 9,907 | $176.3 萬 | 0.9% | +9,907 | 新進 | – |
| TGTTarget Corp | Stock | 16,466 | $170.7 萬 | 0.9% | +5,770+53.9% | 加碼 | 歷史 |
| PAYXPaychex Inc | Stock | 11,896 | $170.5 萬 | 0.9% | +8,525+252.9% | 加碼 | 歷史 |
| PFEPfizer Inc | Stock | 69,020 | $169.7 萬 | 0.9% | +10,679+18.3% | 加碼 | 歷史 |
| Vanguard World FD921910840 | MEGA CAP VAL ETF | 12,446 | $164.2 萬 | 0.9% | +12,446 | 新進 | – |
| Vanguard Intl Equity Index F922042874 | FTSE EUROPE ETF | 19,094 | $147.5 萬 | 0.8% | +10,869+132.1% | 加碼 | – |
| Capital Group Dividend Value14020W106 | SHS CREAT UNIT | 30,203 | $122.8 萬 | 0.6% | +30,203 | 新進 | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 4,630 | $112.8 萬 | 0.6% | +844+22.3% | 加碼 | – |
| Vanguard Morningstar Growth ETF922908736 | ETF | 2,219 | $99.4 萬 | 0.5% | +2,219 | 新進 | – |
| BRK.BBerkshire Hathaway Inc | Stock | 2,072 | $98.1 萬 | 0.5% | +1,264+156.4% | 加碼 | 歷史 |
| iShares Tr464287572 | GLOBAL 100 ETF | 7,644 | $84.5 萬 | 0.4% | +7,644 | 新進 | – |
| BDXBecton Dickinson & Co | Stock | 4,280 | $77.4 萬 | 0.4% | +4,280 | 新進 | 歷史 |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 2,693 | $76.3 萬 | 0.4% | +2,693 | 新進 | – |
| NVDANVIDIA Corp | Stock | 3,320 | $57.4 萬 | 0.3% | +310+10.3% | 加碼 | 歷史 |
| AMZNAmazon Com Inc | Stock | 2,395 | $53.6 萬 | 0.3% | +934+63.9% | 加碼 | 歷史 |
| AAPLApple Inc. | Stock | 2,544 | $53.4 萬 | 0.3% | +988+63.5% | 加碼 | 歷史 |
| CLXClorox Co | Stock | 4,126 | $53.3 萬 | 0.3% | +4,126 | 新進 | 歷史 |
| Vanguard Whitehall FDS921946794 | INTL HIGH ETF | 6,397 | $51.3 萬 | 0.3% | +6,397 | 新進 | – |
| Vanguard Information Technology ETF92204A702 | ETF | 744 | $51.0 萬 | 0.3% | +243+48.5% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 2,662 | $50.9 萬 | 0.3% | +1,327+99.4% | 加碼 | 歷史 |
| iShares Russell 1000 Growth ETF464287614 | ETF | 941 | $40.9 萬 | 0.2% | +941 | 新進 | – |
| GOOGAlphabet Inc. | Stock | 2,079 | $38.4 萬 | 0.2% | +2,079 | 新進 | 歷史 |
| KNFKnife River Corp | Stock | 4,516 | $35.8 萬 | 0.2% | +4,516 | 新進 | 歷史 |
| METAMeta Platforms, Inc. | Stock | 498 | $34.9 萬 | 0.2% | +119+31.4% | 加碼 | 歷史 |
| ECGEverus Construction Group, Inc. | Stock | 4,516 | $31.3 萬 | 0.2% | +4,516 | 新進 | 歷史 |
| MDUMdu Resources Group Inc | Stock | 18,068 | $30.7 萬 | 0.2% | +18,068 | 新進 | 歷史 |
| COSTCostco Wholesale Corp | Stock | 303 | $28.9 萬 | 0.2% | +25+9.0% | 加碼 | 歷史 |
| MAMastercard Inc | Stock | 507 | $28.2 萬 | 0.1% | +507 | 新進 | 歷史 |
| SPYSPDR S&P 500 ETF Trust | ETF | 395 | $24.8 萬 | 0.1% | +395 | 新進 | 歷史 |
| GOOGLAlphabet Inc. | Stock | 1,313 | $24.1 萬 | 0.1% | +1,313 | 新進 | 歷史 |
| J P Morgan Exchange Traded F46641Q654 | ULTRA SHT MUNCPL | 4,659 | $23.7 萬 | 0.1% | −1,242−21.0% | 減碼 | – |
| CSCOCisco Systems, Inc. | Stock | 3,405 | $23.3 萬 | 0.1% | +3,405 | 新進 | 歷史 |
| MRKMerck & Co., Inc. | Stock | 2,705 | $22.1 萬 | 0.1% | +2,705 | 新進 | 歷史 |
2025 年第 1 季之後清倉（1 檔）
2025 年第 1 季季末還持有、這份申報已經沒有的部位。