DUMONT & BLAKE INVESTMENT ADVISORS LLC
PRINCETON NJ · SEC CIK 0001287618
$4.45亿2026Q2 申报市值
204持仓数
36.0%前十大占比 · 第一大 9.1%
11 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
XOM 新建仓+$185.50万
ANET 新建仓+$87.66万
ABT 加仓+$50.27万
LOW 加仓+$45.20万
AMZN 加仓+$45.19万
2026Q2 卖出最多 按季末市值估算
Exxon Mobil Corp 清仓-$246.19万
ITW 清仓-$138.92万
AAPL 减仓-$99.11万
SWK 清仓-$88.83万
VECO 减仓-$77.47万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF Trust | $4,032.65万 | 9.06% | 54,001 | -376 | -0.7% | -$28.08万 | 减仓 |
| QQQ | Invesco QQQ Trust Series 1 | $2,476.09万 | 5.56% | 33,624 | -493 | -1.4% | -$36.30万 | 减仓 |
| AAPL | Apple Inc | $1,934.51万 | 4.35% | 66,855 | -3,425 | -4.9% | -$99.11万 | 减仓 |
| RSP | Invesco S&P 500 Equal Weight E | $1,690.47万 | 3.80% | 79,451 | -945 | -1.2% | -$20.11万 | 减仓 |
| MDY | SPDR S&P MidCap 400 ETF Trust | $1,223.41万 | 2.75% | 17,394 | -191 | -1.1% | -$13.43万 | 减仓 |
| — | Schwab S&P 500 Index Fund | $1,067.13万 | 2.40% | 552,344 | -8,922 | -1.6% | -$17.24万 | 减仓 |
| MSFT | Microsoft Corp | $1,025.31万 | 2.30% | 27,487 | -1,422 | -4.9% | -$53.04万 | 减仓 |
| DVY | iShares DJ Select Dividend Ind | $919.51万 | 2.07% | 58,830 | -2,856 | -4.6% | -$44.64万 | 减仓 |
| IWM | iShares Russell 2000 Index Fun | $860.54万 | 1.93% | 28,642 | -373 | -1.3% | -$11.21万 | 减仓 |
| GOOGL | Alphabet Inc Cl A | $775.39万 | 1.74% | 21,697 | -1,109 | -4.9% | -$39.63万 | 减仓 |
| IWC | iShares Russell Microcap Index | $772.57万 | 1.74% | 38,621 | -301 | -0.8% | -$6.02万 | 减仓 |
| XLK | Technology Select Sector SPDR | $768.22万 | 1.73% | 40,322 | 818 | 2.1% | $15.58万 | 加仓 |
| IVW | iShares S&P 500 Growth | $690.22万 | 1.55% | 50,187 | -574 | -1.1% | -$7.89万 | 减仓 |
| VYM | Vanguard High Dividend Yield E | $624.23万 | 1.40% | 39,501 | -2,453 | -5.8% | -$38.76万 | 减仓 |
| GOOG | Alphabet Inc Cl C | $624.12万 | 1.40% | 17,664 | -944 | -5.1% | -$33.35万 | 减仓 |
| IJT | iShares S&P Smallcap 600/BARRA | $600.16万 | 1.35% | 33,603 | -179 | -0.5% | -$3.20万 | 减仓 |
| STX | Seagate Technology PLC | $597.91万 | 1.34% | 6,196 | -425 | -6.4% | -$41.01万 | 减仓 |
| AMZN | Amazon.com Inc | $591.08万 | 1.33% | 24,800 | 1,896 | 8.3% | $45.19万 | 加仓 |
| GLW | Corning Inc | $508.82万 | 1.14% | 19,920 | -1,242 | -5.9% | -$31.72万 | 减仓 |
| XLC | Communication Services Sector | $498.77万 | 1.12% | 46,557 | 1,257 | 2.8% | $13.47万 | 加仓 |
| JPM | JP Morgan Chase & Co | $458.20万 | 1.03% | 13,998 | -859 | -5.8% | -$28.12万 | 减仓 |
| WMT | Wal-Mart Stores Inc | $457.34万 | 1.03% | 40,379 | -2,252 | -5.3% | -$25.51万 | 减仓 |
| EFA | iShares MSCI EAFE Index | $450.18万 | 1.01% | 43,336 | 674 | 1.6% | $7.00万 | 加仓 |
| SMH | VanEck Semiconductor | $416.83万 | 0.94% | 6,355 | -36 | -0.6% | -$2.36万 | 减仓 |
| CAT | Caterpillar Inc | $407.22万 | 0.91% | 3,824 | -227 | -5.6% | -$24.17万 | 减仓 |
| XLE | Energy Select Sector SPDR ETF | $393.75万 | 0.88% | 74,139 | -1,660 | -2.2% | -$8.82万 | 减仓 |
| IJK | iShares S&P Midcap 400 Growth | $365.08万 | 0.82% | 31,071 | 533 | 1.7% | $6.26万 | 加仓 |
| — | Schwab Small-Cap Index Fund | $361.01万 | 0.81% | 73,962 | -1,000 | -1.3% | -$4.88万 | 减仓 |
| IRM | Iron Mountain Inc | $347.39万 | 0.78% | 27,503 | -701 | -2.5% | -$8.85万 | 减仓 |
| SDY | SPDR S&P Dividend ETF | $343.47万 | 0.77% | 22,570 | -1,154 | -4.9% | -$17.56万 | 减仓 |
| — | BNY Mellon Midcap Index Fund | $340.96万 | 0.77% | 108,069 | -5,221 | -4.6% | -$16.47万 | 减仓 |
| JNJ | Johnson & Johnson | $326.04万 | 0.73% | 12,838 | -578 | -4.3% | -$14.68万 | 减仓 |
| TPR | Tapestry Inc | $317.48万 | 0.71% | 21,689 | -1,405 | -6.1% | -$20.57万 | 减仓 |
| CSCO | Cisco Systems Inc | $316.97万 | 0.71% | 26,985 | -1,575 | -5.5% | -$18.50万 | 减仓 |
| BLK | BlackRock Inc New | $310.87万 | 0.70% | 3,233 | -257 | -7.4% | -$24.71万 | 减仓 |
| ABBV | AbbVie Inc | $305.47万 | 0.69% | 12,139 | -994 | -7.6% | -$25.01万 | 减仓 |
| XLB | Materials Select Sector SPDR E | $298.10万 | 0.67% | 58,646 | -1,730 | -2.9% | -$8.79万 | 减仓 |
| AMGN | Amgen Inc | $289.91万 | 0.65% | 8,006 | -660 | -7.6% | -$23.90万 | 减仓 |
| XCHYX | Calamos Convertible & High Inc | $289.80万 | 0.65% | 212,775 | -8,240 | -3.7% | -$11.22万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $288.31万 | 0.65% | 4,963 | -280 | -5.3% | -$16.27万 | 减仓 |
| INCY | Incyte Corp | $267.08万 | 0.60% | 23,560 | -1,390 | -5.6% | -$15.76万 | 减仓 |
| IJJ | iShares S&P Midcap 400/BARRA V | $261.78万 | 0.59% | 17,720 | 425 | 2.5% | $6.28万 | 加仓 |
| SYF | Synchrony Financial | $258.51万 | 0.58% | 33,992 | -1,850 | -5.2% | -$14.07万 | 减仓 |
| SPYD | SPDR Portfolio S&P 500 High Di | $258.22万 | 0.58% | 54,123 | 846 | 1.6% | $4.04万 | 加仓 |
| IBKR | Interactive Brokers Group Cl A | $256.48万 | 0.58% | 29,467 | -1,990 | -6.3% | -$17.32万 | 减仓 |
| AMAT | Applied Materials | $246.33万 | 0.55% | 3,407 | -182 | -5.1% | -$13.16万 | 减仓 |
| VOX | Vanguard Telecommunication Ser | $246.14万 | 0.55% | 13,381 | -915 | -6.4% | -$16.83万 | 减仓 |
| ITA | iShares US Aerospace & Defense | $244.12万 | 0.55% | 10,070 | 173 | 1.7% | $4.19万 | 加仓 |
| PCEF | Invesco CEF Income Composite | $242.19万 | 0.54% | 119,249 | -5,252 | -4.2% | -$10.67万 | 减仓 |
| VPU | Vanguard Utilities ETF | $236.58万 | 0.53% | 12,087 | -850 | -6.6% | -$16.64万 | 减仓 |
| IVE | iShares S&P 500 Value Index | $235.08万 | 0.53% | 10,353 | 246 | 2.4% | $5.59万 | 加仓 |
| MET | MetLife Inc | $230.76万 | 0.52% | 27,273 | -2,266 | -7.7% | -$19.17万 | 减仓 |
| META | Meta Platforms Inc | $230.73万 | 0.52% | 4,096 | -106 | -2.5% | -$5.97万 | 减仓 |
| NVDA | Nvidia Corp | $229.29万 | 0.52% | 11,459 | -20 | -0.2% | -$4,002 | 减仓 |
| PFF | iShares S&P Preferred Stock In | $226.51万 | 0.51% | 74,289 | -3,219 | -4.2% | -$9.81万 | 减仓 |
| — | Invesco Dynamic Pharmaceutical | $215.94万 | 0.49% | 18,231 | 197 | 1.1% | $2.33万 | 加仓 |
| GSLC | Goldman Sachs ActiveBeta U.S. | $214.87万 | 0.48% | 15,144 | 109 | 0.7% | $1.55万 | 加仓 |
| COF | Capital One Financial Corp | $210.85万 | 0.47% | 10,510 | -555 | -5.0% | -$11.13万 | 减仓 |
| GS | Goldman Sachs Group Inc | $209.96万 | 0.47% | 2,076 | -56 | -2.6% | -$5.66万 | 减仓 |
| RTX | RTX Corp | $202.91万 | 0.46% | 10,694 | -459 | -4.1% | -$8.71万 | 减仓 |
| SRLN | SPDR Blackstone Senior Loan ET | $201.08万 | 0.45% | 49,908 | 878 | 1.8% | $3.54万 | 加仓 |
| IBM | International Business Machine | $192.76万 | 0.43% | 6,855 | -300 | -4.2% | -$8.44万 | 减仓 |
| URI | United Rentals Inc | $192.25万 | 0.43% | 1,697 | -108 | -6.0% | -$12.24万 | 减仓 |
| FDN | First Trust Dow Jones Internet | $188.19万 | 0.42% | 7,109 | 20 | 0.3% | $5,294 | 加仓 |
| XOM | ExxonMobil Holdings Corporatio | $185.50万 | 0.42% | 13,568 | 13,568 | — | $185.50万 | 新建仓 |
| HACK | Amplify Cyber Security ETF | $183.76万 | 0.41% | 17,513 | -1,185 | -6.3% | -$12.43万 | 减仓 |
| TXN | Texas Instruments Inc | $182.81万 | 0.41% | 6,133 | -465 | -7.0% | -$13.86万 | 减仓 |
| ORI | Old Republic Intl Corp | $179.78万 | 0.40% | 43,935 | -4,404 | -9.1% | -$18.02万 | 减仓 |
| PNC | PNC Financial Services Group I | $177.50万 | 0.40% | 7,209 | -317 | -4.2% | -$7.81万 | 减仓 |
| V | Visa Inc | $177.07万 | 0.40% | 5,161 | -214 | -4.0% | -$7.34万 | 减仓 |
| DIS | Walt Disney Co | $168.32万 | 0.38% | 17,488 | -1,085 | -5.8% | -$10.44万 | 减仓 |
| SJNK | SPDR Barclays Short-Term High | $165.27万 | 0.37% | 66,028 | -3,796 | -5.4% | -$9.50万 | 减仓 |
| PAVE | Global X US Infrastructure Dev | $162.93万 | 0.37% | 27,653 | -650 | -2.3% | -$3.83万 | 减仓 |
| OSK | Oshkosh Corp | $159.39万 | 0.36% | 10,385 | -710 | -6.4% | -$10.90万 | 减仓 |
| MOAT | VanEck Morningstar Wide Moat E | $156.07万 | 0.35% | 15,013 | -153 | -1.0% | -$1.59万 | 减仓 |
| PG | Procter & Gamble Co | $154.64万 | 0.35% | 10,546 | -305 | -2.8% | -$4.47万 | 减仓 |
| GM | General Motors Co | $147.98万 | 0.33% | 19,198 | -1,297 | -6.3% | -$10.00万 | 减仓 |
| ABT | Abbott Laboratories | $147.79万 | 0.33% | 16,287 | 5,540 | 51.5% | $50.27万 | 加仓 |
| FLS | Flowserve Corp | $147.47万 | 0.33% | 19,885 | 1,120 | 6.0% | $8.31万 | 加仓 |
| LOW | Lowe's Cos Inc | $146.91万 | 0.33% | 6,663 | 2,050 | 44.4% | $45.20万 | 加仓 |
| CVS | CVS Health Corp | $146.41万 | 0.33% | 14,153 | -645 | -4.4% | -$6.67万 | 减仓 |
| VECO | Veeco Instruments Inc | $130.45万 | 0.29% | 17,210 | -10,220 | -37.3% | -$77.47万 | 减仓 |
| MRSH | Marsh & McLennan Cos | $129.24万 | 0.29% | 7,754 | -344 | -4.2% | -$5.73万 | 减仓 |
| FDX | FedEx Corp | $127.29万 | 0.29% | 4,065 | -235 | -5.5% | -$7.36万 | 减仓 |
| ORCL | Oracle Corp | $126.99万 | 0.29% | 8,665 | -440 | -4.8% | -$6.45万 | 减仓 |
| IQV | IQVIA Holdings Inc | $126.85万 | 0.29% | 6,565 | -325 | -4.7% | -$6.28万 | 减仓 |
| OC | Owens Corning Inc | $126.66万 | 0.28% | 7,968 | -715 | -8.2% | -$11.37万 | 减仓 |
| SYY | Sysco Corp | $115.40万 | 0.26% | 13,807 | -1,615 | -10.5% | -$13.50万 | 减仓 |
| XLI | Industrial Select Sector SPDR | $115.38万 | 0.26% | 6,229 | 351 | 6.0% | $6.50万 | 加仓 |
| SBUX | Starbucks Corp | $114.02万 | 0.26% | 11,158 | -780 | -6.5% | -$7.97万 | 减仓 |
| COST | Costco Wholesale Corp | $113.85万 | 0.26% | 1,217 | -29 | -2.3% | -$2.71万 | 减仓 |
| PEP | Pepsico Inc | $112.52万 | 0.25% | 8,310 | -388 | -4.5% | -$5.25万 | 减仓 |
| BA | Boeing Co | $112.20万 | 0.25% | 5,183 | -290 | -5.3% | -$6.28万 | 减仓 |
| SEIC | SEI Investments Co | $111.31万 | 0.25% | 12,691 | -971 | -7.1% | -$8.52万 | 减仓 |
| IJS | iShares S&P Smallcap 600 Value | $109.28万 | 0.25% | 7,995 | 81 | 1.0% | $1.11万 | 加仓 |
| TMO | Thermo Fisher Scientific Inc | $108.24万 | 0.24% | 2,159 | -122 | -5.3% | -$6.12万 | 减仓 |
| SYK | Stryker Corp | $106.13万 | 0.24% | 3,371 | -181 | -5.1% | -$5.70万 | 减仓 |
| C | Citigroup Inc | $102.65万 | 0.23% | 7,334 | -315 | -4.1% | -$4.41万 | 减仓 |
| MMM | 3M Co | $101.55万 | 0.23% | 6,272 | -245 | -3.8% | -$3.97万 | 减仓 |
| SCHW | Charles Schwab Corp | $101.38万 | 0.23% | 10,987 | -462 | -4.0% | -$4.26万 | 减仓 |