DCM Advisors, LLC
NEW YORK NY · SEC CIK 0001839498
$2.53亿2026Q2 申报市值
38持仓数
44.3%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
2026Q2 买入最多 按季末市值估算
NKE 新建仓+$501.44万
PFE 加仓+$416.38万
TRIP 加仓+$231.91万
BRK/B 加仓+$106.02万
DIS 加仓+$73.47万
2026Q2 卖出最多 按季末市值估算
DELL 减仓-$1,487.16万
GOOGL 减仓-$189.49万
USB 清仓-$172.76万
GS 减仓-$142.87万
MS 减仓-$51.76万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| USB | US BANCORP DEL | $0 | 0.00% | 0 | -33,216 | -100.0% | -$172.76万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $28.55万 | 0.11% | 27,435 | 522 | 1.9% | $5,432 | 加仓 |
| ARCC | ARES CAPITAL CORP | $43.17万 | 0.17% | 25,341 | 358 | 1.4% | $6,098 | 加仓 |
| PG | PROCTER AND GAMBLE CO | $153.58万 | 0.61% | 10,473 | 366 | 3.6% | $5.37万 | 加仓 |
| NVDA | NVIDIA Corp | $179.27万 | 0.71% | 10,336 | -2,096 | -16.9% | -$36.35万 | 减仓 |
| PEP | PEPSICO INC | $190.87万 | 0.75% | 14,097 | 501 | 3.7% | $6.78万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $192.97万 | 0.76% | 45,577 | 150 | 0.3% | $6,351 | 加仓 |
| T | AT&T INC | $201.41万 | 0.80% | 97,301 | 6,888 | 7.6% | $14.26万 | 加仓 |
| COP | CONOCOPHILLIPS | $201.78万 | 0.80% | 19,410 | 724 | 3.9% | $7.53万 | 加仓 |
| BA | BOEING CO | $269.74万 | 1.06% | 12,461 | 404 | 3.4% | $8.75万 | 加仓 |
| MCD | MCDONALDS CORP | $322.59万 | 1.27% | 11,934 | 423 | 3.7% | $11.43万 | 加仓 |
| PSX | PHILLIPS 66 | $367.80万 | 1.45% | 21,757 | 912 | 4.4% | $15.42万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $452.17万 | 1.79% | 24,994 | 738 | 3.0% | $13.35万 | 加仓 |
| RH | RH | $474.13万 | 1.87% | 28,782 | 2,233 | 8.4% | $36.78万 | 加仓 |
| PFE | Pfizer Inc | $490.34万 | 1.94% | 203,628 | 172,914 | 563.0% | $416.38万 | 加仓 |
| NKE | NIKE Inc | $501.44万 | 1.98% | 122,153 | 122,153 | — | $501.44万 | 新建仓 |
| GOOG | ALPHABET INC CAP STOCK CL C | $539.45万 | 2.13% | 15,268 | -407 | -2.6% | -$14.38万 | 减仓 |
| CSX | CSX CORP | $559.73万 | 2.21% | 117,764 | 4,869 | 4.3% | $23.14万 | 加仓 |
| RTX | RTX CORPORATION COM | $690.94万 | 2.73% | 36,417 | 924 | 2.6% | $17.53万 | 加仓 |
| ABBV | ABBVIE INC | $714.73万 | 2.82% | 28,403 | 799 | 2.9% | $20.11万 | 加仓 |
| ORCL | ORACLE CORP | $720.00万 | 2.84% | 49,237 | 2,426 | 5.2% | $35.48万 | 加仓 |
| CVS | CVS HEALTH CORP | $769.91万 | 3.04% | 74,423 | 2,254 | 3.1% | $23.32万 | 加仓 |
| GOOGL | ALPHABET INC CAP STOCK CL A | $777.94万 | 3.07% | 22,289 | -5,429 | -19.6% | -$189.49万 | 减仓 |
| CMCSA | COMCAST CORP CL A | $778.40万 | 3.07% | 317,067 | 17,164 | 5.7% | $42.14万 | 加仓 |
| MPC | MARATHON PETROLEUM CORP | $873.93万 | 3.45% | 34,182 | 955 | 2.9% | $24.42万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC NEW | $876.63万 | 3.46% | 117,621 | 8,932 | 8.2% | $66.57万 | 加仓 |
| TRIP | TRIPADVISOR INC | $878.04万 | 3.47% | 640,440 | 169,155 | 35.9% | $231.91万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $902.18万 | 3.56% | 26,858 | 1,070 | 4.1% | $35.94万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $966.85万 | 3.82% | 19,452 | 2,133 | 12.3% | $106.02万 | 加仓 |
| DIS | DISNEY WALT CO | $975.36万 | 3.85% | 101,355 | 7,635 | 8.1% | $73.47万 | 加仓 |
| META | Meta Platforms Inc | $984.91万 | 3.89% | 17,485 | 583 | 3.4% | $32.84万 | 加仓 |
| WFC | WELLS FARGO CO | $1,001.86万 | 3.96% | 121,232 | 4,592 | 3.9% | $37.95万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,017.01万 | 4.02% | 31,070 | 1,125 | 3.8% | $36.82万 | 加仓 |
| DELL | DELL TECHNOLOGIES -C | $1,044.65万 | 4.12% | 24,212 | -34,468 | -58.7% | -$1,487.16万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,112.91万 | 4.39% | 11,443 | -1,469 | -11.4% | -$142.87万 | 减仓 |
| BAC | BANK OF AMERICA CORP | $1,158.80万 | 4.57% | 203,369 | 7,332 | 3.7% | $41.78万 | 加仓 |
| MS | MORGAN STANLEY | $1,191.28万 | 4.70% | 58,482 | -2,541 | -4.2% | -$51.76万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,301.90万 | 5.14% | 35,002 | 1,688 | 5.1% | $62.78万 | 加仓 |
| AAPL | Apple Inc | $1,423.11万 | 5.62% | 49,554 | 1,649 | 3.4% | $47.36万 | 加仓 |