DMKC Advisory Services, LLC
DES MOINES IA · SEC CIK 0001901337
$5.30亿2026Q2 申报市值
92持仓数
54.3%前十大占比 · 第一大 8.5%
7 / 0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
VCSH 新建仓+$4,504.75万
VUSB 加仓+$4,041.47万
VYM 加仓+$3,607.28万
VIG 加仓+$2,914.70万
CGCV 加仓+$2,895.38万
2026Q2 卖出最多 按季末市值估算
CAT 减仓-$1,068.73万
CMI 减仓-$202.90万
TRUST FOR PROFES 减仓-$176.29万
GS 减仓-$25.59万
BRK/B 减仓-$21.17万
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 |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | $4,504.75万 | 8.51% | 570,005 | 570,005 | — | $4,504.75万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $4,071.04万 | 7.69% | 817,806 | 811,866 | 13,667.8% | $4,041.47万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,633.12万 | 6.86% | 229,901 | 228,266 | 13,961.2% | $3,607.28万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $3,448.80万 | 6.51% | 145,753 | 123,181 | 545.7% | $2,914.70万 | 加仓 |
| CGCV | CAPITAL GROUP CONSERVATIVE E | $3,123.15万 | 5.90% | 951,600 | 882,200 | 1,271.2% | $2,895.38万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $3,008.21万 | 5.68% | 610,433 | 565,965 | 1,272.7% | $2,789.08万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,539.02万 | 4.79% | 356,354 | 286,639 | 411.2% | $2,042.30万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,701.93万 | 3.21% | 45,993 | 33,905 | 280.5% | $1,254.63万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $1,486.44万 | 2.81% | 468,762 | 114,375 | 32.3% | $362.68万 | 加仓 |
| VHT | VANGUARD WORLD FD | $1,234.30万 | 2.33% | 41,280 | 5,667 | 15.9% | $169.45万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,084.53万 | 2.05% | 35,779 | 29,142 | 439.1% | $883.35万 | 加仓 |
| BAC | BANK OF AMER CORP | $1,054.68万 | 1.99% | 185,096 | 6,633 | 3.7% | $37.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,027.69万 | 1.94% | 14,963 | 180 | 1.2% | $12.36万 | 加仓 |
| DE | DEERE & CO | $937.43万 | 1.77% | 14,778 | 545 | 3.8% | $34.57万 | 加仓 |
| USB | US BANCORP | $825.82万 | 1.56% | 136,725 | 7,742 | 6.0% | $46.76万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $785.15万 | 1.48% | 72,847 | 36 | 0.0% | $3,880 | 加仓 |
| WFC | WELLS FARGO & CO | $757.06万 | 1.43% | 91,610 | 2,723 | 3.1% | $22.50万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $729.37万 | 1.38% | 82,378 | 25,487 | 44.8% | $225.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $660.61万 | 1.25% | 26,011 | 1,267 | 5.1% | $32.18万 | 加仓 |
| MMM | 3M CO | $626.60万 | 1.18% | 38,701 | 2,099 | 5.7% | $33.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $614.75万 | 1.16% | 16,480 | 791 | 5.0% | $29.51万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $552.76万 | 1.04% | 64,170 | 45,114 | 236.7% | $388.61万 | 加仓 |
| CMI | CUMMINS INC | $552.44万 | 1.04% | 7,746 | -2,845 | -26.9% | -$202.90万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $513.40万 | 0.97% | 9,828 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $487.27万 | 0.92% | 4,818 | -253 | -5.0% | -$25.59万 | 减仓 |
| STT | STATE STR CORP | $467.89万 | 0.88% | 27,588 | -220 | -0.8% | -$3.73万 | 减仓 |
| VPU | VANGUARD WORLD FD | $434.12万 | 0.82% | 22,180 | 2,275 | 11.4% | $44.53万 | 加仓 |
| RTX | RTX CORPORATION | $421.23万 | 0.80% | 22,202 | 723 | 3.4% | $13.72万 | 加仓 |
| SYY | SYSCO CORP | $420.72万 | 0.79% | 50,338 | 6,887 | 15.9% | $57.56万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $420.45万 | 0.79% | 12,845 | -62 | -0.5% | -$2.03万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $412.53万 | 0.78% | 110,126 | 110,126 | — | $412.53万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $390.98万 | 0.74% | 43,088 | 7,821 | 22.2% | $70.97万 | 加仓 |
| O | REALTY INCOME CORP | $384.29万 | 0.73% | 62,023 | 5,282 | 9.3% | $32.73万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $366.31万 | 0.69% | 16,809 | 1,070 | 6.8% | $23.32万 | 加仓 |
| AMRZ | AMRIZE LTD | $361.54万 | 0.68% | 67,832 | 7,223 | 11.9% | $38.50万 | 加仓 |
| TGT | TARGET CORP | $361.45万 | 0.68% | 27,674 | 3,644 | 15.2% | $47.59万 | 加仓 |
| — | EXXON MOBIL CORP | $357.88万 | 0.68% | 26,176 | 1,391 | 5.6% | $19.02万 | 加仓 |
| BA | BOEING CO | $350.03万 | 0.66% | 16,170 | 16,170 | — | $350.03万 | 新建仓 |
| TTE | TOTALENERGIES SE | $345.77万 | 0.65% | 44,466 | 1,570 | 3.7% | $12.21万 | 加仓 |
| SHEL | SHELL PLC | $342.65万 | 0.65% | 44,190 | 3,182 | 7.8% | $24.67万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $333.70万 | 0.63% | 6,550 | 878 | 15.5% | $44.73万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $333.28万 | 0.63% | 22,728 | 3,590 | 18.8% | $52.64万 | 加仓 |
| CVX | CHEVRON CORPORATION | $332.75万 | 0.63% | 20,074 | 2,371 | 13.4% | $39.30万 | 加仓 |
| FDX | FEDEX CORP | $323.07万 | 0.61% | 10,317 | 17 | 0.2% | $5,323 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $321.38万 | 0.61% | 29,277 | 5,928 | 25.4% | $65.07万 | 加仓 |
| GPC | GENUINE PARTS CO | $311.31万 | 0.59% | 26,387 | 5,758 | 27.9% | $67.93万 | 加仓 |
| LOW | LOWES COS INC | $308.05万 | 0.58% | 13,971 | 2,543 | 22.3% | $56.07万 | 加仓 |
| PEP | PEPSICO INC | $305.72万 | 0.58% | 22,579 | 3,479 | 18.2% | $47.11万 | 加仓 |
| ETN | EATON CORP PLC | $298.11万 | 0.56% | 6,996 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $294.10万 | 0.56% | 36,589 | 8,573 | 30.6% | $68.91万 | 加仓 |
| MDT | MEDTRONIC PLC | $293.33万 | 0.55% | 37,496 | 7,503 | 25.0% | $58.70万 | 加仓 |
| PFE | PFIZER INC | $283.24万 | 0.53% | 117,624 | 20,584 | 21.2% | $49.57万 | 加仓 |
| C | CITIGROUP INC | $283.17万 | 0.53% | 20,232 | 94 | 0.5% | $1.32万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $274.85万 | 0.52% | 38,387 | 7,591 | 24.6% | $54.35万 | 加仓 |
| ALL | ALLSTATE CORP | $246.53万 | 0.47% | 10,361 | 0 | 0.0% | — | 不变 |
| HNI | HNI CORP | $235.69万 | 0.45% | 58,324 | 58,324 | — | $235.69万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $203.43万 | 0.38% | 12,446 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $158.59万 | 0.30% | 11,078 | -50 | -0.4% | -$7,158 | 减仓 |
| VO | VANGUARD INDEX FDS | $143.98万 | 0.27% | 17,870 | -34 | -0.2% | -$2,739 | 减仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $137.35万 | 0.26% | 50,647 | -65,003 | -56.2% | -$176.29万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $131.35万 | 0.25% | 5,865 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $113.97万 | 0.22% | 11,591 | 5 | 0.0% | $492 | 加仓 |
| IOO | ISHARES TR | $104.49万 | 0.20% | 7,649 | 3 | 0.0% | $410 | 加仓 |
| AMZN | AMAZON COM INC | $97.36万 | 0.18% | 4,085 | 348 | 9.3% | $8.29万 | 加仓 |
| CAT | CATERPILLAR INC | $88.72万 | 0.17% | 833 | -10,035 | -92.3% | -$1,068.73万 | 减仓 |
| AAPL | APPLE INC | $86.58万 | 0.16% | 2,992 | -500 | -14.3% | -$14.47万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $82.56万 | 0.16% | 1,650 | -423 | -20.4% | -$21.17万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $75.00万 | 0.14% | 3,748 | 10 | 0.3% | $2,001 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $64.52万 | 0.12% | 8,282 | 3,266 | 65.1% | $25.45万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $62.82万 | 0.12% | 6,397 | 0 | 0.0% | — | 不变 |
| ECG | EVERUS CONSTR GROUP | $62.43万 | 0.12% | 3,762 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $58.19万 | 0.11% | 3,845 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $56.98万 | 0.11% | 7,429 | 2,651 | 55.5% | $20.33万 | 加仓 |
| IWF | ISHARES TR | $46.74万 | 0.09% | 3,764 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $46.31万 | 0.09% | 3,874 | 2 | 0.1% | $239 | 加仓 |
| MA | MASTERCARD INCORPORATED | $46.28万 | 0.09% | 901 | 93 | 11.5% | $4.78万 | 加仓 |
| GLD | SPDR GOLD TR | $45.79万 | 0.09% | 1,243 | 125 | 11.2% | $4.60万 | 加仓 |
| META | META PLATFORMS INC | $41.35万 | 0.08% | 734 | -142 | -16.2% | -$8.00万 | 减仓 |
| GOOGL | ALPHABET INC | $38.13万 | 0.07% | 1,067 | -392 | -26.9% | -$14.01万 | 减仓 |
| GOOG | ALPHABET INC | $38.09万 | 0.07% | 1,078 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $38.04万 | 0.07% | 3,986 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP | $37.85万 | 0.07% | 15,248 | 15,248 | — | $37.85万 | 新建仓 |
| MDU | MDU RES GROUP INC | $31.92万 | 0.06% | 15,048 | 0 | 0.0% | — | 不变 |
| KNF | KNIFE RIVER CORP | $31.47万 | 0.06% | 3,762 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $29.82万 | 0.06% | 399 | 1 | 0.3% | $747 | 加仓 |
| KLAC | KLA CORP | $29.27万 | 0.06% | 970 | -660 | -40.5% | -$19.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.34万 | 0.05% | 303 | 0 | 0.0% | — | 不变 |
| WTBA | WEST BANCORPORATION INC | $27.86万 | 0.05% | 10,500 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $27.61万 | 0.05% | 877 | 185 | 26.7% | $5.82万 | 加仓 |
| LLY | ELI LILLY & CO | $25.07万 | 0.05% | 209 | -37 | -15.0% | -$4.44万 | 重新持有 |
| SGOV | ISHARES TR | $24.16万 | 0.05% | 2,400 | 2,400 | — | $24.16万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $23.76万 | 0.04% | 690 | 690 | — | $23.76万 | 新建仓 |