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 |
|---|---|---|---|---|---|---|---|---|
| CI | Cigna Corp | $0 | 0.00% | 0 | -6,092 | -100.0% | -$167.70万 | 清仓 |
| GIS | General Mills Inc | $0 | 0.00% | 0 | -26,008 | -100.0% | -$120.90万 | 清仓 |
| MDT | Medtronic PLC | $0 | 0.00% | 0 | -10,802 | -100.0% | -$103.80万 | 清仓 |
| CRL | Charles River Laboratories | $0 | 0.00% | 0 | -4,125 | -100.0% | -$82.30万 | 清仓 |
| TGT | Target Corp | $0 | 0.00% | 0 | -7,194 | -100.0% | -$70.30万 | 清仓 |
| GSK | GSK plc | $0 | 0.00% | 0 | -12,422 | -100.0% | -$60.90万 | 清仓 |
| — | KKR & Co LP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$25.50万 | 清仓 |
| EPD | Enterprise Prods Partners LP | $0 | 0.00% | 0 | -7,201 | -100.0% | -$23.10万 | 清仓 |
| AXP | American Express Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ISRG | Intuitive Surgical Inc | $0 | 0.00% | 0 | -395 | -100.0% | -$22.40万 | 清仓 |
| T | AT&T Inc | $0 | 0.00% | 0 | -8,628 | -100.0% | -$21.40万 | 清仓 |
| LLY | Eli Lilly & Co | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AVGO | Broadcom Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XAWFX | AllianceBernstein Global High | $0 | 0.00% | 0 | -14,216 | -100.0% | -$15.20万 | 清仓 |
| ACCO | Acco Brands Corp | $0 | 0.00% | 0 | -11,278 | -100.0% | -$4.20万 | 清仓 |
| — | Airtech Inlt Group Reg Revoked | $0 | 0.00% | 350,000 | 0 | 0.0% | — | 不变 |
| — | Kona Gold Beverage Inc | $0 | 0.00% | 0 | -10,000 | -100.0% | — | 清仓 |
| — | Tap Real Estate Technologies, | $6 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| AUTL | Autolus Therapeutics PLC ADR | $2.07万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| — | BNY Mellon High Yield Strategi | $4.78万 | 0.01% | 19,586 | 0 | 0.0% | — | 不变 |
| — | SEI High Yield Bond | $5.68万 | 0.01% | 11,008 | 191 | 1.8% | $986 | 加仓 |
| ACHR | Archer Aviation Inc | $8.09万 | 0.02% | 15,650 | 0 | 0.0% | — | 不变 |
| JBLU | JetBlue Airways Corp | $8.84万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| NEWT | NewtekOne Inc | $11.78万 | 0.03% | 10,754 | 10,754 | — | $11.78万 | 新建仓 |
| — | BlackRock MuniHoldings | $11.78万 | 0.03% | 10,181 | 0 | 0.0% | — | 不变 |
| MHD | BlackRock MuniHoldings Fund In | $12.01万 | 0.03% | 10,643 | 10,643 | — | $12.01万 | 新建仓 |
| NUV | Nuveen Municipal Value Fund | $15.02万 | 0.04% | 16,708 | 111 | 0.7% | $998 | 加仓 |
| — | Fidelity Small Cap Index Premi | $20.04万 | 0.05% | 6,422 | 6,422 | — | $20.04万 | 新建仓 |
| LHX | L3 Harris Technologies Inc | $20.12万 | 0.05% | 583 | 583 | — | $20.12万 | 新建仓 |
| VLO | Valero Energy Corp | $20.85万 | 0.05% | 844 | 844 | — | $20.85万 | 新建仓 |
| NFG | National Fuel Gas Co | $20.98万 | 0.05% | 2,233 | -351 | -13.6% | -$3.30万 | 重新持有 |
| PSX | Phillips 66 | $21.01万 | 0.05% | 1,153 | 1,153 | — | $21.01万 | 新建仓 |
| CINF | Cincinnati Financial Corp | $21.32万 | 0.05% | 1,355 | -14 | -1.0% | -$2,203 | 减仓 |
| HYG | iShares IBOXX H/Y Corp Bond | $21.58万 | 0.05% | 2,712 | 0 | 0.0% | — | 不变 |
| OZK | Bank Ozk | $21.82万 | 0.05% | 4,755 | -43 | -0.9% | -$1,973 | 减仓 |
| KR | Kroger Co | $21.83万 | 0.05% | 3,017 | -361 | -10.7% | -$2.61万 | 重新持有 |
| XNEAX | Nuveen AMT-Free Municipal Inco | $21.96万 | 0.05% | 19,553 | 100 | 0.5% | $1,123 | 加仓 |
| BRK/B | Berkshire Hathaway Inc | $22.04万 | 0.06% | 460 | 460 | — | $22.04万 | 新建仓 |
| SNA | Snap-On Inc | $22.19万 | 0.06% | 611 | -11 | -1.8% | -$3,995 | 减仓 |
| SPGI | S&P Global Inc | $22.54万 | 0.06% | 530 | 7 | 1.3% | $2,977 | 加仓 |
| AKRE | Akre Focus ETF | $22.68万 | 0.06% | 4,292 | 281 | 7.0% | $1.49万 | 加仓 |
| TRGP | Targa Resources Corp | $23.11万 | 0.06% | 922 | 922 | — | $23.11万 | 新建仓 |
| BAC | Bank of America Corp | $23.18万 | 0.06% | 4,756 | 24 | 0.5% | $1,170 | 加仓 |
| PFE | Pfizer Inc | $23.54万 | 0.06% | 8,382 | -1,273 | -13.2% | -$3.57万 | 减仓 |
| CME | CME Group Inc | $23.54万 | 0.06% | 797 | -8 | -1.0% | -$2,363 | 减仓 |
| VGT | Vanguard Information Technolog | $23.78万 | 0.06% | 341 | 38 | 12.5% | $2.65万 | 加仓 |
| IVV | iShares S&P 500 Index Fund | $24.54万 | 0.06% | 376 | -11 | -2.8% | -$7,181 | 减仓 |
| LQD | iShares IBOXX $ Investment Gra | $24.94万 | 0.06% | 2,288 | -20 | -0.9% | -$2,180 | 减仓 |
| TSLA | Tesla Motors Inc | $25.35万 | 0.06% | 682 | -8 | -1.2% | -$2,974 | 减仓 |
| NFLX | Netflix Inc | $25.48万 | 0.06% | 2,650 | 0 | 0.0% | — | 不变 |
| SCHX | Schwab US Large-Cap ETF | $25.67万 | 0.06% | 10,013 | -902 | -8.3% | -$2.31万 | 减仓 |
| CHI | Calamos Convertible Opp & Inc | $26.81万 | 0.07% | 24,961 | -12,137 | -32.7% | -$13.04万 | 减仓 |
| AEP | American Electric Power Co Inc | $27.09万 | 0.07% | 2,067 | -27 | -1.3% | -$3,539 | 减仓 |
| PYPL | Paypal Holdings Inc | $27.56万 | 0.07% | 6,094 | -155 | -2.5% | -$7,011 | 减仓 |
| APD | Air Products & Chemicals Inc | $28.99万 | 0.07% | 998 | 0 | 0.0% | — | 不变 |
| RL | Ralph Lauren Corp | $31.23万 | 0.08% | 908 | -10 | -1.1% | -$3,440 | 减仓 |
| CARR | Carrier Global Corp | $31.31万 | 0.08% | 5,560 | -95 | -1.7% | -$5,349 | 减仓 |
| — | Matrix Advisors Value ETF | $31.46万 | 0.08% | 2,672 | 0 | 0.0% | — | 不变 |
| IJH | iShares S&P Midcap 400 | $32.02万 | 0.08% | 4,742 | -24 | -0.5% | -$1,621 | 减仓 |
| DRI | Darden Restaurants Inc | $32.44万 | 0.08% | 1,655 | -34 | -2.0% | -$6,665 | 减仓 |
| HY | Hyster-Yale Materials Handling | $32.62万 | 0.08% | 10,033 | -4,446 | -30.7% | -$14.45万 | 减仓 |
| DOC | Healthpeak Properties Inc | $33.02万 | 0.08% | 20,099 | -240 | -1.2% | -$3,943 | 减仓 |
| HPE | Hewlett Packard Enterprise | $33.30万 | 0.08% | 13,984 | -762 | -5.2% | -$1.81万 | 减仓 |
| HD | Home Depot Inc | $33.97万 | 0.08% | 1,033 | -13 | -1.2% | -$4,276 | 减仓 |
| MRK | Merck & Co Inc | $37.33万 | 0.09% | 3,103 | -313 | -9.2% | -$3.77万 | 减仓 |
| CTBI | Community Trust Bancorp Inc | $37.96万 | 0.09% | 6,252 | -60 | -1.0% | -$3,643 | 减仓 |
| SWKS | Skyworks Solutions Inc | $38.53万 | 0.10% | 7,195 | -187 | -2.5% | -$1.00万 | 减仓 |
| OXY | Occidental Petroleum Corp | $39.25万 | 0.10% | 6,038 | -205 | -3.3% | -$1.33万 | 减仓 |
| ADM | Archer Daniels Midland Co | $41.38万 | 0.10% | 5,693 | -70 | -1.2% | -$5,088 | 减仓 |
| ADI | Analog Devices Inc | $41.64万 | 0.10% | 1,309 | -8 | -0.6% | -$2,545 | 减仓 |
| WM | Waste Management Inc | $41.98万 | 0.11% | 1,827 | -25 | -1.3% | -$5,745 | 减仓 |
| CCL | Carnival Cruise Lines Inc Cl A | $42.13万 | 0.11% | 16,280 | -806 | -4.7% | -$2.09万 | 减仓 |
| NTRS | Northern Trust Corp | $42.78万 | 0.11% | 3,065 | -18 | -0.6% | -$2,512 | 减仓 |
| — | BNY Mellon Small Cap Stock Ind | $45.52万 | 0.11% | 19,861 | 0 | 0.0% | — | 不变 |
| ED | Consolidated Edison Inc | $45.68万 | 0.11% | 4,036 | -39 | -1.0% | -$4,415 | 减仓 |
| BMY | Bristol-Myers Squibb Co | $45.77万 | 0.11% | 7,546 | -16 | -0.2% | -$970 | 减仓 |
| GNTX | Gentex Corp | $48.66万 | 0.12% | 22,272 | -576 | -2.5% | -$1.26万 | 减仓 |
| BNY | Bank of New York Mellon Corp | $49.68万 | 0.12% | 4,188 | -45 | -1.1% | -$5,338 | 减仓 |
| — | Fidelity 500 Index | $52.83万 | 0.13% | 2,323 | 6 | 0.3% | $1,365 | 加仓 |
| VZ | Verizon Communications Inc | $53.59万 | 0.13% | 10,675 | -777 | -6.8% | -$3.90万 | 减仓 |
| NXPI | NXP Semiconductors NV | $55.40万 | 0.14% | 2,814 | -80 | -2.8% | -$1.57万 | 减仓 |
| CHD | Church & Dwight | $56.43万 | 0.14% | 6,047 | -125 | -2.0% | -$1.17万 | 减仓 |
| — | Fidelity New Markets Income | $56.53万 | 0.14% | 41,629 | -802 | -1.9% | -$1.09万 | 减仓 |
| OLLI | Ollie's Bargain Outlet Holding | $56.98万 | 0.14% | 6,191 | -220 | -3.4% | -$2.02万 | 减仓 |
| UNM | Unum Group | $58.92万 | 0.15% | 8,068 | -36 | -0.4% | -$2,629 | 减仓 |
| FIG | Figma Inc | $59.09万 | 0.15% | 27,950 | 27,950 | — | $59.09万 | 新建仓 |
| OTIS | Otis Worldwide Corp | $62.30万 | 0.16% | 8,083 | -110 | -1.3% | -$8,479 | 减仓 |
| UBER | Uber Technologies Inc | $63.25万 | 0.16% | 8,793 | -125 | -1.4% | -$8,991 | 减仓 |
| IHF | iShares US Healthcare Provider | $63.83万 | 0.16% | 15,251 | -384 | -2.5% | -$1.61万 | 减仓 |
| NLY | Annaly Capital Management Inc | $64.27万 | 0.16% | 30,390 | -1,944 | -6.0% | -$4.11万 | 减仓 |
| AMLP | Alerian MLP ETF | $64.89万 | 0.16% | 12,328 | -532 | -4.1% | -$2.80万 | 减仓 |
| DIA | SPDR Dow Jones Industrial Avg | $67.15万 | 0.17% | 1,450 | -47 | -3.1% | -$2.18万 | 减仓 |
| CMI | Cummins Inc | $68.60万 | 0.17% | 1,275 | -19 | -1.5% | -$1.02万 | 减仓 |
| ETN | Eaton Corp PLC | $69.24万 | 0.17% | 1,936 | 0 | 0.0% | — | 不变 |
| NOW | ServiceNow Inc | $69.84万 | 0.17% | 6,680 | 6,680 | — | $69.84万 | 新建仓 |
| QCOM | Qualcomm Inc | $70.78万 | 0.18% | 5,496 | -115 | -2.0% | -$1.48万 | 减仓 |
| CRM | Saleforce.Com Inc | $72.71万 | 0.18% | 3,895 | 3,895 | — | $72.71万 | 新建仓 |
| VICI | VICI Properties Inc | $72.82万 | 0.18% | 26,653 | -371 | -1.4% | -$1.01万 | 减仓 |
| SCHG | Schwab U.S. Large-Cap Growth E | $76.06万 | 0.19% | 26,111 | -102 | -0.4% | -$2,971 | 减仓 |
| ADBE | Adobe Systems Inc | $76.96万 | 0.19% | 3,166 | 1,256 | 65.8% | $30.53万 | 加仓 |