DMKC Advisory Services, LLC
DES MOINES IA · SEC CIK 0001901337
$2.40亿2026Q1 申报市值
84持仓数
33.4%前十大占比 · 第一大 4.5%
3 / 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
SCHD 加仓+$158.89万
VTV 加仓+$114.42万
VHT 加仓+$76.25万
VGK 加仓+$60.12万
KMB 加仓+$41.86万
2026Q1 卖出最多 按季末市值估算
VOO 减仓-$147.35万
WM 清仓-$22.85万
EMR 减仓-$20.11万
NVDA 减仓-$17.27万
ADP 减仓-$13.04万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHD | SCHWAB STRATEGIC TR | $1,087.26万 | 4.53% | 354,387 | 51,788 | 17.1% | $158.89万 | 加仓 |
| VHT | VANGUARD WORLD FD | $969.85万 | 4.04% | 35,613 | 2,800 | 8.5% | $76.25万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $883.35万 | 3.68% | 14,783 | -2,466 | -14.3% | -$147.35万 | 减仓 |
| BAC | BANK AMERICA CORP | $870.01万 | 3.62% | 178,463 | 4,981 | 2.9% | $24.28万 | 加仓 |
| DE | DEERE & CO | $801.74万 | 3.34% | 14,233 | 287 | 2.1% | $16.17万 | 加仓 |
| CAT | CATERPILLAR INC | $769.95万 | 3.21% | 10,868 | 37 | 0.3% | $2.62万 | 加仓 |
| WFC | WELLS FARGO & CO | $707.63万 | 2.95% | 88,887 | 2,394 | 2.8% | $19.06万 | 加仓 |
| USB | US BANCORP | $670.84万 | 2.79% | 128,983 | 4,212 | 3.4% | $21.91万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $656.10万 | 2.73% | 72,811 | -24 | -0.0% | -$2,163 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $604.84万 | 2.52% | 24,744 | 915 | 3.8% | $22.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $580.78万 | 2.42% | 15,689 | 669 | 4.5% | $24.77万 | 加仓 |
| CMI | CUMMINS INC | $569.83万 | 2.37% | 10,591 | -200 | -1.9% | -$10.76万 | 减仓 |
| MMM | 3M CO | $531.57万 | 2.21% | 36,602 | -373 | -1.0% | -$5.42万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $485.43万 | 2.02% | 22,572 | 281 | 1.3% | $6.04万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $468.95万 | 1.95% | 56,891 | 7,293 | 14.7% | $60.12万 | 加仓 |
| DIA | STATE STR SPDR DOW JONES IND | $455.22万 | 1.90% | 9,828 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $446.73万 | 1.86% | 69,715 | 3,922 | 6.0% | $25.13万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $429.04万 | 1.79% | 5,071 | 125 | 2.5% | $10.58万 | 加仓 |
| — | EXXON MOBIL CORP | $420.50万 | 1.75% | 24,785 | 995 | 4.2% | $16.88万 | 加仓 |
| RTX | RTX CORPORATION | $414.33万 | 1.73% | 21,479 | 550 | 2.6% | $10.61万 | 加仓 |
| VPU | VANGUARD WORLD FD | $394.40万 | 1.64% | 19,905 | 148 | 0.7% | $2.93万 | 加仓 |
| TTE | TOTALENERGIES SE | $390.27万 | 1.63% | 42,896 | 1,804 | 4.4% | $16.41万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $387.80万 | 1.62% | 12,088 | 405 | 3.5% | $12.99万 | 加仓 |
| SHEL | SHELL PLC | $381.38万 | 1.59% | 41,008 | 2,021 | 5.2% | $18.80万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $379.67万 | 1.58% | 12,907 | 529 | 4.3% | $15.56万 | 加仓 |
| FDX | FEDEX CORP | $366.87万 | 1.53% | 10,300 | 403 | 4.1% | $14.35万 | 加仓 |
| CVX | CHEVRON CORPORATION | $366.28万 | 1.53% | 17,703 | 1,030 | 6.2% | $21.31万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $362.09万 | 1.51% | 35,267 | 2,039 | 6.1% | $20.93万 | 加仓 |
| STT | STATE STR CORP | $351.94万 | 1.47% | 27,808 | 1,485 | 5.6% | $18.79万 | 加仓 |
| O | REALTY INCOME CORP | $347.14万 | 1.45% | 56,741 | 3,547 | 6.7% | $21.70万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $342.83万 | 1.43% | 5,672 | 265 | 4.9% | $16.02万 | 加仓 |
| AMRZ | AMRIZE LTD | $339.53万 | 1.41% | 60,609 | 4,079 | 7.2% | $22.85万 | 加仓 |
| SYY | SYSCO CORP | $309.94万 | 1.29% | 43,451 | 2,350 | 5.7% | $16.76万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $308.80万 | 1.29% | 15,739 | 5,832 | 58.9% | $114.42万 | 加仓 |
| PEP | PEPSICO INC | $296.60万 | 1.24% | 19,100 | 2,021 | 11.8% | $31.38万 | 加仓 |
| TGT | TARGET CORP | $291.25万 | 1.21% | 24,030 | 3,365 | 16.3% | $40.78万 | 加仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $281.20万 | 1.17% | 115,650 | -3,554 | -3.0% | -$8.64万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $276.43万 | 1.15% | 19,138 | 1,601 | 9.1% | $23.12万 | 加仓 |
| PFE | PFIZER INC | $272.49万 | 1.13% | 97,040 | 13,638 | 16.4% | $38.30万 | 加仓 |
| LOW | LOWES COS INC | $270.02万 | 1.12% | 11,428 | 854 | 8.1% | $20.18万 | 加仓 |
| MDT | MEDTRONIC PLC | $259.89万 | 1.08% | 29,993 | 2,367 | 8.6% | $20.51万 | 加仓 |
| ETN | EATON CORP PLC | $250.23万 | 1.04% | 6,996 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE CORP | $237.37万 | 0.99% | 30,796 | 2,847 | 10.2% | $21.94万 | 加仓 |
| C | CITIGROUP INC | $228.39万 | 0.95% | 20,138 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $225.25万 | 0.94% | 23,349 | 4,339 | 22.8% | $41.86万 | 加仓 |
| GPC | GENUINE PARTS CO | $218.15万 | 0.91% | 20,629 | 2,121 | 11.5% | $22.43万 | 加仓 |
| ALL | ALLSTATE CORP | $214.82万 | 0.89% | 10,361 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $208.58万 | 0.87% | 28,016 | 3,395 | 13.8% | $25.28万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $206.88万 | 0.86% | 69,400 | 10,675 | 18.2% | $31.82万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $189.17万 | 0.79% | 44,468 | 6,759 | 17.9% | $28.75万 | 加仓 |
| MGV | VANGUARD WORLD FD | $180.40万 | 0.75% | 12,446 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $173.85万 | 0.72% | 6,637 | 491 | 8.0% | $12.86万 | 加仓 |
| EMR | EMERSON ELEC CO | $145.80万 | 0.61% | 11,128 | -1,535 | -12.1% | -$20.11万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $138.72万 | 0.58% | 3,176 | -115 | -3.5% | -$5.02万 | 减仓 |
| VO | VANGUARD INDEX FDS | $128.55万 | 0.54% | 4,476 | 68 | 1.5% | $1.95万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $119.17万 | 0.50% | 5,865 | -642 | -9.9% | -$13.04万 | 减仓 |
| PAYX | PAYCHEX INC | $106.73万 | 0.44% | 11,586 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $99.34万 | 0.41% | 2,073 | 238 | 13.0% | $11.40万 | 加仓 |
| IOO | ISHARES TR | $92.50万 | 0.39% | 7,646 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $88.63万 | 0.37% | 3,492 | -300 | -7.9% | -$7.61万 | 减仓 |
| AMZN | AMAZON COM INC | $77.83万 | 0.32% | 3,737 | 74 | 2.0% | $1.54万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $65.19万 | 0.27% | 3,738 | -990 | -20.9% | -$17.27万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $60.45万 | 0.25% | 3,845 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $60.29万 | 0.25% | 6,397 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $50.12万 | 0.21% | 876 | -45 | -4.9% | -$2.57万 | 减仓 |
| GLD | SPDR GOLD TR | $48.11万 | 0.20% | 1,118 | 278 | 33.1% | $11.96万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $44.41万 | 0.18% | 3,762 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $41.95万 | 0.17% | 1,459 | 18 | 1.2% | $5,176 | 加仓 |
| CLX | CLOROX CO DEL | $41.31万 | 0.17% | 3,986 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $40.37万 | 0.17% | 808 | -43 | -5.1% | -$2.15万 | 减仓 |
| IWF | ISHARES TR | $40.12万 | 0.17% | 941 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $39.33万 | 0.16% | 5,016 | 5,016 | — | $39.33万 | 新建仓 |
| BIV | VANGUARD BD INDEX FDS | $36.88万 | 0.15% | 4,778 | 4,778 | — | $36.88万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $33.77万 | 0.14% | 484 | -111 | -18.7% | -$7.74万 | 减仓 |
| MDU | MDU RES GROUP INC | $31.18万 | 0.13% | 15,048 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $30.92万 | 0.13% | 1,078 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $30.72万 | 0.13% | 3,762 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $30.19万 | 0.13% | 303 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $29.57万 | 0.12% | 5,940 | 5,940 | — | $29.57万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $25.90万 | 0.11% | 398 | 1 | 0.3% | $651 | 加仓 |
| WTBA | WEST BANCORPORATION INC | $24.98万 | 0.10% | 10,500 | -3,500 | -25.0% | -$8.33万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $24.21万 | 0.10% | 1,635 | 164 | 11.1% | $2.43万 | 加仓 |
| KLAC | KLA CORP | $24.00万 | 0.10% | 163 | -34 | -17.3% | -$5.01万 | 减仓 |
| SYK | STRYKER CORPORATION | $22.74万 | 0.09% | 692 | -46 | -6.2% | -$1.51万 | 减仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -1,040 | -100.0% | -$22.85万 | 清仓 |