DCM Advisors, LLC
NEW YORK NY · SEC CIK 0001839498
$2.20亿2026Q1 申报市值
38持仓数
44.7%前十大占比 · 第一大 5.6%
1 / 1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
NVDA 新建仓+$193.93万
TRIP 加仓+$123.31万
ORCL 加仓+$3.84万
OBDC 加仓+$2.98万
ARCC 加仓+$2.87万
2026Q1 卖出最多 按季末市值估算
CMCSA 减仓-$144.30万
GS 减仓-$123.16万
MS 减仓-$102.03万
GLOBAL BUSINESS 清仓-$41.05万
MSFT 减仓-$36.02万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | GLOBAL BUSINESS TRAVEL GROUP | $0 | 0.00% | 0 | -53,656 | -100.0% | -$41.05万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $28.51万 | 0.13% | 26,913 | 2,815 | 11.7% | $2.98万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $41.41万 | 0.19% | 24,983 | 1,733 | 7.5% | $2.87万 | 加仓 |
| PFE | Pfizer Inc | $86.25万 | 0.39% | 30,714 | -822 | -2.6% | -$2.31万 | 减仓 |
| PG | PROCTER AND GAMBLE CO | $145.99万 | 0.66% | 10,107 | -53 | -0.5% | -$7,655 | 减仓 |
| USB | US BANCORP DEL | $172.76万 | 0.79% | 33,216 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA Corp | $193.93万 | 0.88% | 12,432 | 12,432 | — | $193.93万 | 新建仓 |
| PEP | PEPSICO INC | $211.13万 | 0.96% | 13,596 | -130 | -0.9% | -$2.02万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $228.04万 | 1.04% | 45,427 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $239.97万 | 1.09% | 12,057 | -167 | -1.4% | -$3.32万 | 减仓 |
| COP | CONOCOPHILLIPS | $246.65万 | 1.12% | 18,686 | -130 | -0.7% | -$1.72万 | 减仓 |
| T | AT&T INC | $262.11万 | 1.19% | 90,413 | -1,809 | -2.0% | -$5.24万 | 减仓 |
| MCD | MCDONALDS CORP | $357.75万 | 1.63% | 11,511 | 0 | 0.0% | — | 不变 |
| RH | RH | $371.21万 | 1.69% | 26,549 | -1,658 | -5.9% | -$23.18万 | 减仓 |
| PSX | PHILLIPS 66 | $379.75万 | 1.73% | 20,845 | -90 | -0.4% | -$1.64万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $401.05万 | 1.82% | 24,256 | -118 | -0.5% | -$1.95万 | 减仓 |
| GOOG | ALPHABET INC CAP STOCK CL C | $449.64万 | 2.05% | 15,675 | -63 | -0.4% | -$1.81万 | 减仓 |
| CSX | CSX CORP | $463.43万 | 2.11% | 112,895 | -570 | -0.5% | -$2.34万 | 减仓 |
| TRIP | TRIPADVISOR INC | $502.39万 | 2.29% | 471,285 | 115,673 | 32.5% | $123.31万 | 加仓 |
| CVS | CVS HEALTH CORP | $518.32万 | 2.36% | 72,169 | -574 | -0.8% | -$4.12万 | 减仓 |
| ABBV | ABBVIE INC | $600.36万 | 2.73% | 27,604 | -234 | -0.8% | -$5.09万 | 减仓 |
| RTX | RTX CORPORATION COM | $684.66万 | 3.11% | 35,493 | -689 | -1.9% | -$13.29万 | 减仓 |
| ORCL | ORACLE CORP | $688.64万 | 3.13% | 46,811 | 261 | 0.6% | $3.84万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $774.40万 | 3.52% | 25,788 | -115 | -0.4% | -$3.45万 | 减仓 |
| GOOGL | ALPHABET INC CAP STOCK CL A | $782.44万 | 3.56% | 27,718 | -723 | -2.5% | -$20.41万 | 减仓 |
| MPC | MARATHON PETROLEUM CORP | $811.34万 | 3.69% | 33,227 | -396 | -1.2% | -$9.67万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC NEW | $817.88万 | 3.72% | 108,689 | -754 | -0.7% | -$5.67万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $826.14万 | 3.76% | 17,319 | 9 | 0.1% | $4,293 | 加仓 |
| CMCSA | COMCAST CORP CL A | $861.02万 | 3.92% | 299,903 | -50,262 | -14.4% | -$144.30万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $880.86万 | 4.01% | 29,945 | -302 | -1.0% | -$8.88万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $897.93万 | 4.08% | 12,912 | -1,771 | -12.1% | -$123.16万 | 减仓 |
| DIS | DISNEY WALT CO | $903.15万 | 4.11% | 93,720 | -434 | -0.5% | -$4.18万 | 减仓 |
| MS | MORGAN STANLEY | $904.16万 | 4.11% | 61,023 | -6,886 | -10.1% | -$102.03万 | 减仓 |
| WFC | WELLS FARGO CO | $928.57万 | 4.22% | 116,640 | -563 | -0.5% | -$4.48万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $955.68万 | 4.35% | 196,037 | -1,083 | -0.5% | -$5.28万 | 减仓 |
| DELL | DELL TECHNOLOGIES -C | $963.11万 | 4.38% | 58,680 | -471 | -0.8% | -$7.73万 | 减仓 |
| META | Meta Platforms Inc | $967.01万 | 4.40% | 16,902 | -256 | -1.5% | -$14.65万 | 减仓 |
| AAPL | Apple Inc | $1,206.31万 | 5.49% | 47,905 | -1,403 | -2.8% | -$35.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,229.59万 | 5.59% | 33,314 | -976 | -2.8% | -$36.02万 | 减仓 |