DUMONT & BLAKE INVESTMENT ADVISORS LLC
PRINCETON NJ · SEC CIK 0001287618
$4.00亿2026Q1 申报市值
202持仓数
35.6%前十大占比 · 第一大 8.8%
12 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
IQV 新建仓+$117.50万
COST 加仓+$99.64万
CRM 新建仓+$72.71万
LMT 加仓+$71.56万
NOW 新建仓+$69.84万
2026Q1 卖出最多 按季末市值估算
CI 清仓-$167.70万
SPY 减仓-$129.42万
GIS 清仓-$120.90万
MDT 清仓-$103.80万
CRL 清仓-$82.30万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | Comcast Corp | $77.42万 | 0.19% | 26,967 | -421 | -1.5% | -$1.21万 | 减仓 |
| — | Schwab US Mid-Cap Index | $78.05万 | 0.20% | 53,569 | 2,298 | 4.5% | $3.35万 | 加仓 |
| CMG | Chipotle Mexican Grill Inc | $79.59万 | 0.20% | 24,865 | -280 | -1.1% | -$8,963 | 减仓 |
| XLU | Utilities Select Sector SPDR E | $84.07万 | 0.21% | 18,319 | -299 | -1.6% | -$1.37万 | 减仓 |
| RSPF | Invesco S&P 500 Eq Weight Finc | $84.34万 | 0.21% | 11,814 | -452 | -3.7% | -$3.23万 | 减仓 |
| C | Citigroup Inc | $86.75万 | 0.22% | 7,649 | -734 | -8.8% | -$8.32万 | 减仓 |
| RCL | Royal Caribbean Cruises | $87.15万 | 0.22% | 3,167 | -20 | -0.6% | -$5,504 | 减仓 |
| CVX | Chevron Corp | $87.42万 | 0.22% | 4,225 | -3,030 | -41.8% | -$62.69万 | 减仓 |
| KBWB | Invesco KBW Bank ETF | $87.49万 | 0.22% | 11,058 | -421 | -3.7% | -$3.33万 | 减仓 |
| SWK | Stanley Black & Decker Inc | $88.83万 | 0.22% | 12,501 | -272 | -2.1% | -$1.93万 | 减仓 |
| DWX | SPDR S&P Intl Dividend ETF | $90.41万 | 0.23% | 19,826 | -145 | -0.7% | -$6,612 | 减仓 |
| WFC | Wells Fargo & Co | $90.97万 | 0.23% | 11,427 | -8 | -0.1% | -$637 | 减仓 |
| VECO | Veeco Instruments Inc | $92.88万 | 0.23% | 27,430 | -710 | -2.5% | -$2.40万 | 减仓 |
| OIH | Vectors Oil Services ETF | $93.46万 | 0.23% | 2,312 | -70 | -2.9% | -$2.83万 | 减仓 |
| IJS | iShares S&P Smallcap 600 Value | $93.74万 | 0.23% | 7,914 | -378 | -4.6% | -$4.48万 | 减仓 |
| OC | Owens Corning Inc | $93.97万 | 0.24% | 8,683 | 5,980 | 221.2% | $64.72万 | 加仓 |
| MMM | 3M Co | $94.65万 | 0.24% | 6,517 | -138 | -2.1% | -$2.00万 | 减仓 |
| XLI | Industrial Select Sector SPDR | $95.07万 | 0.24% | 5,878 | -61 | -1.0% | -$9,866 | 减仓 |
| SLB | Schlumberger Ltd | $99.39万 | 0.25% | 19,340 | -364 | -1.8% | -$1.87万 | 减仓 |
| MCD | McDonald's Corp | $100.41万 | 0.25% | 3,231 | -35 | -1.1% | -$1.09万 | 减仓 |
| LMT | Lockheed Martin Corp | $105.89万 | 0.26% | 1,752 | 1,184 | 208.5% | $71.56万 | 加仓 |
| CVS | CVS Health Corp | $106.28万 | 0.27% | 14,798 | 8,854 | 149.0% | $63.59万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $106.66万 | 0.27% | 5,243 | -35 | -0.7% | -$7,120 | 减仓 |
| DVN | Devon Energy Corporation | $106.68万 | 0.27% | 21,201 | -451 | -2.1% | -$2.27万 | 减仓 |
| SBUX | Starbucks Corp | $106.95万 | 0.27% | 11,938 | -112 | -0.9% | -$1.00万 | 减仓 |
| SEIC | SEI Investments Co | $107.21万 | 0.27% | 13,662 | -296 | -2.1% | -$2.32万 | 减仓 |
| SCHW | Charles Schwab Corp | $107.60万 | 0.27% | 11,449 | -150 | -1.3% | -$1.41万 | 减仓 |
| BA | Boeing Co | $108.93万 | 0.27% | 5,473 | -72 | -1.3% | -$1.43万 | 减仓 |
| LOW | Lowe's Cos Inc | $108.99万 | 0.27% | 4,613 | -77 | -1.6% | -$1.82万 | 减仓 |
| SYY | Sysco Corp | $110.01万 | 0.28% | 15,422 | -280 | -1.8% | -$2.00万 | 减仓 |
| ABT | Abbott Laboratories | $110.34万 | 0.28% | 10,747 | -176 | -1.6% | -$1.81万 | 减仓 |
| TMO | Thermo Fisher Scientific Inc | $112.12万 | 0.28% | 2,281 | -38 | -1.6% | -$1.87万 | 减仓 |
| SYK | Stryker Corp | $116.72万 | 0.29% | 3,552 | -64 | -1.8% | -$2.10万 | 减仓 |
| IQV | IQVIA Holdings Inc | $117.50万 | 0.29% | 6,890 | 6,890 | — | $117.50万 | 新建仓 |
| COP | ConocoPhillips | $121.62万 | 0.30% | 9,214 | -90 | -1.0% | -$1.19万 | 减仓 |
| AMAT | Applied Materials | $122.67万 | 0.31% | 3,589 | -31 | -0.9% | -$1.06万 | 减仓 |
| COST | Costco Wholesale Corp | $124.16万 | 0.31% | 1,246 | 1,000 | 406.5% | $99.64万 | 加仓 |
| TXN | Texas Instruments Inc | $128.09万 | 0.32% | 6,598 | -109 | -1.6% | -$2.12万 | 减仓 |
| URI | United Rentals Inc | $131.51万 | 0.33% | 1,805 | -373 | -17.1% | -$27.18万 | 减仓 |
| ORCL | Oracle Corp | $133.94万 | 0.34% | 9,105 | -150 | -1.6% | -$2.21万 | 减仓 |
| PEP | Pepsico Inc | $135.07万 | 0.34% | 8,698 | -150 | -1.7% | -$2.33万 | 减仓 |
| FLS | Flowserve Corp | $137.94万 | 0.35% | 18,765 | -320 | -1.7% | -$2.35万 | 减仓 |
| ITW | Illinois Tool Works Inc | $138.92万 | 0.35% | 5,337 | 1,611 | 43.2% | $41.93万 | 加仓 |
| HACK | Amplify Cyber Security ETF | $140.40万 | 0.35% | 18,698 | 7,015 | 60.0% | $52.68万 | 加仓 |
| MRSH | Marsh & McLennan Cos | $140.46万 | 0.35% | 8,098 | -99 | -1.2% | -$1.72万 | 减仓 |
| PAVE | Global X US Infrastructure Dev | $143.81万 | 0.36% | 28,303 | -1,235 | -4.2% | -$6.27万 | 减仓 |
| MOAT | VanEck Morningstar Wide Moat E | $146.65万 | 0.37% | 15,166 | -152 | -1.0% | -$1.47万 | 减仓 |
| GM | General Motors Co | $152.69万 | 0.38% | 20,495 | -351 | -1.7% | -$2.61万 | 减仓 |
| FDX | FedEx Corp | $153.16万 | 0.38% | 4,300 | -84 | -1.9% | -$2.99万 | 减仓 |
| PNC | PNC Financial Services Group I | $156.61万 | 0.39% | 7,526 | -139 | -1.8% | -$2.89万 | 减仓 |
| PG | Procter & Gamble Co | $156.73万 | 0.39% | 10,851 | -238 | -2.1% | -$3.44万 | 减仓 |
| V | Visa Inc | $162.45万 | 0.41% | 5,375 | -70 | -1.3% | -$2.12万 | 减仓 |
| OSK | Oshkosh Corp | $163.33万 | 0.41% | 11,095 | -320 | -2.8% | -$4.71万 | 减仓 |
| FDN | First Trust Dow Jones Internet | $165.90万 | 0.42% | 7,089 | -236 | -3.2% | -$5.52万 | 减仓 |
| IBM | International Business Machine | $173.43万 | 0.43% | 7,155 | -176 | -2.4% | -$4.27万 | 减仓 |
| SJNK | SPDR Barclays Short-Term High | $174.42万 | 0.44% | 69,824 | -3,435 | -4.7% | -$8.58万 | 减仓 |
| DIS | Walt Disney Co | $179.01万 | 0.45% | 18,573 | -289 | -1.5% | -$2.79万 | 减仓 |
| GS | Goldman Sachs Group Inc | $180.37万 | 0.45% | 2,132 | -76 | -3.4% | -$6.43万 | 减仓 |
| — | Invesco Dynamic Pharmaceutical | $187.13万 | 0.47% | 18,034 | -722 | -3.8% | -$7.49万 | 减仓 |
| GSLC | Goldman Sachs ActiveBeta U.S. | $188.13万 | 0.47% | 15,035 | -145 | -1.0% | -$1.81万 | 减仓 |
| ORI | Old Republic Intl Corp | $192.87万 | 0.48% | 48,339 | -719 | -1.5% | -$2.87万 | 减仓 |
| SRLN | SPDR Blackstone Senior Loan ET | $196.81万 | 0.49% | 49,030 | 476 | 1.0% | $1.91万 | 加仓 |
| NVDA | Nvidia Corp | $200.19万 | 0.50% | 11,479 | -100 | -0.9% | -$1.74万 | 减仓 |
| COF | Capital One Financial Corp | $201.86万 | 0.50% | 11,065 | -257 | -2.3% | -$4.69万 | 减仓 |
| MET | MetLife Inc | $208.90万 | 0.52% | 29,539 | -466 | -1.6% | -$3.30万 | 减仓 |
| IBKR | Interactive Brokers Group Cl A | $210.98万 | 0.53% | 31,457 | -763 | -2.4% | -$5.12万 | 减仓 |
| IVE | iShares S&P 500 Value Index | $213.41万 | 0.53% | 10,107 | -468 | -4.4% | -$9.88万 | 减仓 |
| RTX | RTX Corp | $215.15万 | 0.54% | 11,153 | -240 | -2.1% | -$4.63万 | 减仓 |
| ITA | iShares US Aerospace & Defense | $216.50万 | 0.54% | 9,897 | -489 | -4.7% | -$10.70万 | 减仓 |
| CSCO | Cisco Systems Inc | $221.60万 | 0.55% | 28,560 | -327 | -1.1% | -$2.54万 | 减仓 |
| IJJ | iShares S&P Midcap 400/BARRA V | $229.16万 | 0.57% | 17,295 | -571 | -3.2% | -$7.57万 | 减仓 |
| PCEF | Invesco CEF Income Composite | $234.31万 | 0.59% | 124,501 | -7,436 | -5.6% | -$13.99万 | 减仓 |
| INCY | Incyte Corp | $234.83万 | 0.59% | 24,950 | -561 | -2.2% | -$5.28万 | 减仓 |
| PFF | iShares S&P Preferred Stock In | $235.00万 | 0.59% | 77,508 | -3,096 | -3.8% | -$9.39万 | 减仓 |
| META | Meta Platforms Inc | $240.41万 | 0.60% | 4,202 | -107 | -2.5% | -$6.12万 | 减仓 |
| XCHYX | Calamos Convertible & High Inc | $240.69万 | 0.60% | 221,015 | -7,646 | -3.3% | -$8.33万 | 减仓 |
| SPYD | SPDR Portfolio S&P 500 High Di | $242.52万 | 0.61% | 53,277 | 2,152 | 4.2% | $9.80万 | 加仓 |
| SYF | Synchrony Financial | $243.80万 | 0.61% | 35,842 | -890 | -2.4% | -$6.05万 | 减仓 |
| SMH | VanEck Semiconductor | $245.04万 | 0.61% | 6,391 | -177 | -2.7% | -$6.79万 | 减仓 |
| — | Exxon Mobil Corp | $246.19万 | 0.62% | 14,511 | -322 | -2.2% | -$5.46万 | 减仓 |
| VPU | Vanguard Utilities ETF | $256.33万 | 0.64% | 12,937 | -263 | -2.0% | -$5.21万 | 减仓 |
| VOX | Vanguard Telecommunication Ser | $257.10万 | 0.64% | 14,296 | -220 | -1.5% | -$3.96万 | 减仓 |
| STX | Seagate Technology PLC | $259.38万 | 0.65% | 6,621 | -157 | -2.3% | -$6.15万 | 减仓 |
| ABBV | AbbVie Inc | $285.63万 | 0.71% | 13,133 | -210 | -1.6% | -$4.57万 | 减仓 |
| CAT | Caterpillar Inc | $287.00万 | 0.72% | 4,051 | -793 | -16.4% | -$56.18万 | 减仓 |
| GLW | Corning Inc | $287.74万 | 0.72% | 21,162 | -454 | -2.1% | -$6.17万 | 减仓 |
| IRM | Iron Mountain Inc | $288.08万 | 0.72% | 28,204 | -393 | -1.4% | -$4.01万 | 减仓 |
| — | Schwab Small-Cap Index Fund | $301.20万 | 0.75% | 74,962 | 329 | 0.4% | $1.32万 | 加仓 |
| XLB | Materials Select Sector SPDR E | $301.70万 | 0.75% | 60,376 | -1,517 | -2.5% | -$7.58万 | 减仓 |
| AMGN | Amgen Inc | $304.91万 | 0.76% | 8,666 | -205 | -2.3% | -$7.21万 | 减仓 |
| IJK | iShares S&P Midcap 400 Growth | $307.27万 | 0.77% | 30,538 | -1,135 | -3.6% | -$11.42万 | 减仓 |
| — | BNY Mellon Midcap Index Fund | $312.80万 | 0.78% | 113,290 | -367 | -0.3% | -$1.01万 | 减仓 |
| TPR | Tapestry Inc | $325.88万 | 0.82% | 23,094 | -408 | -1.7% | -$5.76万 | 减仓 |
| JNJ | Johnson & Johnson | $327.93万 | 0.82% | 13,416 | -540 | -3.9% | -$13.20万 | 减仓 |
| BLK | BlackRock Inc New | $335.64万 | 0.84% | 3,490 | -76 | -2.1% | -$7.31万 | 减仓 |
| SDY | SPDR S&P Dividend ETF | $346.23万 | 0.87% | 23,724 | -611 | -2.5% | -$8.92万 | 减仓 |
| EFA | iShares MSCI EAFE Index | $414.37万 | 1.04% | 42,662 | -2,361 | -5.2% | -$22.93万 | 减仓 |
| JPM | JP Morgan Chase & Co | $437.03万 | 1.09% | 14,857 | -298 | -2.0% | -$8.77万 | 减仓 |
| XLE | Energy Select Sector SPDR ETF | $464.34万 | 1.16% | 75,799 | -28 | -0.0% | -$1,715 | 减仓 |
| AMZN | Amazon.com Inc | $477.02万 | 1.19% | 22,904 | -850 | -3.6% | -$17.70万 | 减仓 |