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 |
|---|---|---|---|---|---|---|---|---|
| IJT | iShares S&P Smallcap 600/BARRA | $488.87万 | 1.22% | 33,782 | -1,081 | -3.1% | -$15.64万 | 减仓 |
| XLC | Communication Services Sector | $502.19万 | 1.26% | 45,300 | -1,006 | -2.2% | -$11.15万 | 减仓 |
| XLK | Technology Select Sector SPDR | $525.01万 | 1.31% | 39,504 | -344 | -0.9% | -$4.57万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $529.82万 | 1.33% | 42,631 | -660 | -1.5% | -$8.20万 | 减仓 |
| GOOG | Alphabet Inc Cl C | $533.79万 | 1.34% | 18,608 | -271 | -1.4% | -$7.77万 | 减仓 |
| IVW | iShares S&P 500 Growth | $574.15万 | 1.44% | 50,761 | -1,907 | -3.6% | -$21.57万 | 减仓 |
| IWC | iShares Russell Microcap Index | $621.23万 | 1.55% | 38,922 | -1,760 | -4.3% | -$28.09万 | 减仓 |
| VYM | Vanguard High Dividend Yield E | $621.34万 | 1.55% | 41,954 | -837 | -2.0% | -$12.40万 | 减仓 |
| GOOGL | Alphabet Inc Cl A | $655.81万 | 1.64% | 22,806 | -293 | -1.3% | -$8.43万 | 减仓 |
| IWM | iShares Russell 2000 Index Fun | $719.57万 | 1.80% | 29,015 | -1,746 | -5.7% | -$43.30万 | 减仓 |
| DVY | iShares DJ Select Dividend Ind | $933.99万 | 2.34% | 61,686 | -776 | -1.2% | -$11.75万 | 减仓 |
| — | Schwab S&P 500 Index Fund | $941.24万 | 2.35% | 561,266 | 620 | 0.1% | $1.04万 | 加仓 |
| MSFT | Microsoft Corp | $1,070.13万 | 2.68% | 28,909 | -411 | -1.4% | -$15.21万 | 减仓 |
| MDY | SPDR S&P MidCap 400 ETF Trust | $1,084.58万 | 2.71% | 17,585 | -620 | -3.4% | -$38.24万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight E | $1,542.95万 | 3.86% | 80,396 | -2,824 | -3.4% | -$54.20万 | 减仓 |
| AAPL | Apple Inc | $1,783.64万 | 4.46% | 70,280 | -1,355 | -1.9% | -$34.39万 | 减仓 |
| QQQ | Invesco QQQ Trust Series 1 | $1,969.18万 | 4.93% | 34,117 | -1,349 | -3.8% | -$77.86万 | 减仓 |
| SPY | SPDR S&P 500 ETF Trust | $3,536.35万 | 8.85% | 54,377 | -1,990 | -3.5% | -$129.42万 | 减仓 |