DOVER ADVISORS, LLC
RICHMOND VA · SEC CIK 0001964541
$2.42亿2026Q1 申报市值
159持仓数
35.2%前十大占比 · 第一大 6.0%
4 / 2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
SHV 加仓+$617.27万
DIS 加仓+$51.57万
MRAM 新建仓+$34.85万
INOD 新建仓+$27.96万
NFLX 加仓+$25.52万
2026Q1 卖出最多 按季末市值估算
AAPL 减仓-$225.82万
KO 减仓-$132.84万
MSFT 减仓-$84.32万
BRK/B 减仓-$83.00万
UBSI 减仓-$72.02万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BRX | BRIXMOR PPTY GROUP INC | $93.40万 | 0.39% | 32,432 | -800 | -2.4% | -$2.30万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $94.19万 | 0.39% | 4,750 | -41 | -0.9% | -$8,130 | 减仓 |
| J | JACOBS SOLUTIONS INC | $94.30万 | 0.39% | 7,409 | 238 | 3.3% | $3.03万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $95.10万 | 0.39% | 16,357 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $97.13万 | 0.40% | 3,386 | -774 | -18.6% | -$22.20万 | 减仓 |
| V | VISA INC | $98.44万 | 0.41% | 3,257 | 202 | 6.6% | $6.11万 | 加仓 |
| D | DOMINION ENERGY INC | $103.21万 | 0.43% | 16,695 | -1,900 | -10.2% | -$11.75万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $105.20万 | 0.44% | 6,032 | -285 | -4.5% | -$4.97万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $107.91万 | 0.45% | 6,861 | 1,578 | 29.9% | $24.82万 | 加仓 |
| LIN | LINDE PLC | $109.07万 | 0.45% | 2,200 | -38 | -1.7% | -$1.88万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $112.32万 | 0.46% | 5,186 | -73 | -1.4% | -$1.58万 | 减仓 |
| BLK | BLACKROCK INC | $114.92万 | 0.48% | 1,195 | 3 | 0.3% | $2,885 | 加仓 |
| MCD | MCDONALDS CORP | $115.83万 | 0.48% | 3,727 | -95 | -2.5% | -$2.95万 | 减仓 |
| META | META PLATFORMS INC | $117.86万 | 0.49% | 2,060 | 53 | 2.6% | $3.03万 | 加仓 |
| CME | CME GROUP INC | $119.38万 | 0.49% | 4,042 | -1,680 | -29.4% | -$49.62万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $120.28万 | 0.50% | 1,844 | 19 | 1.0% | $1.24万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $122.03万 | 0.50% | 4,870 | -1,712 | -26.0% | -$42.90万 | 减仓 |
| NKE | NIKE INC | $122.97万 | 0.51% | 23,100 | -160 | -0.7% | -$8,517 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $124.70万 | 0.52% | 29,810 | -17,217 | -36.6% | -$72.02万 | 减仓 |
| CRM | SALESFORCE INC | $128.99万 | 0.53% | 6,910 | 194 | 2.9% | $3.62万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $133.60万 | 0.55% | 4,599 | -44 | -0.9% | -$1.28万 | 减仓 |
| MRK | MERCK & CO INC | $138.51万 | 0.57% | 11,424 | -1,456 | -11.3% | -$17.65万 | 减仓 |
| ORCL | ORACLE CORP | $145.99万 | 0.60% | 9,924 | -417 | -4.0% | -$6.13万 | 减仓 |
| ABBV | ABBVIE INC | $146.58万 | 0.61% | 6,740 | -204 | -2.9% | -$4.44万 | 减仓 |
| LLY | ELI LILLY & CO | $147.62万 | 0.61% | 1,605 | -20 | -1.2% | -$1.84万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $154.62万 | 0.64% | 5,714 | -158 | -2.7% | -$4.28万 | 减仓 |
| EMR | EMERSON ELEC CO | $157.05万 | 0.65% | 11,987 | -115 | -1.0% | -$1.51万 | 减仓 |
| INGR | INGREDION INC | $157.72万 | 0.65% | 14,000 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $162.75万 | 0.67% | 1,633 | -17 | -1.0% | -$1.69万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $166.18万 | 0.69% | 9,962 | -20 | -0.2% | -$3,336 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $170.67万 | 0.71% | 7,392 | -467 | -5.9% | -$10.78万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $189.29万 | 0.78% | 13,105 | -1,136 | -8.0% | -$16.41万 | 减仓 |
| NFLX | NETFLIX INC. | $189.43万 | 0.78% | 19,702 | 2,654 | 15.6% | $25.52万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $194.93万 | 0.81% | 3,962 | -263 | -6.2% | -$12.94万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $196.63万 | 0.81% | 8,112 | -356 | -4.2% | -$8.63万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $199.66万 | 0.83% | 27,758 | -2,063 | -6.9% | -$14.84万 | 减仓 |
| IWY | ISHARES TR | $213.58万 | 0.88% | 8,583 | -973 | -10.2% | -$24.21万 | 减仓 |
| HD | HOME DEPOT INC | $213.75万 | 0.88% | 6,499 | -575 | -8.1% | -$18.91万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $227.29万 | 0.94% | 24,471 | -268 | -1.1% | -$2.49万 | 减仓 |
| UDR | UDR INC | $230.90万 | 0.96% | 68,353 | -15,334 | -18.3% | -$51.80万 | 减仓 |
| DIS | DISNEY WALT CO | $232.56万 | 0.96% | 24,129 | 5,351 | 28.5% | $51.57万 | 加仓 |
| LOW | LOWES COS INC | $232.69万 | 0.96% | 9,848 | -272 | -2.7% | -$6.43万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $237.96万 | 0.98% | 7,867 | -110 | -1.4% | -$3.33万 | 减仓 |
| ASML | ASML HLDG NV | $243.03万 | 1.01% | 1,840 | -73 | -3.8% | -$9.64万 | 减仓 |
| PEP | PEPSICO INC | $245.50万 | 1.02% | 15,809 | 14 | 0.1% | $2,174 | 加仓 |
| IWR | ISHARES TR | $252.32万 | 1.04% | 25,951 | -896 | -3.3% | -$8.71万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $258.02万 | 1.07% | 25,131 | 281 | 1.1% | $2.89万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $259.71万 | 1.07% | 2,901 | -5 | -0.2% | -$4,476 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $273.80万 | 1.13% | 20,910 | -422 | -2.0% | -$5.53万 | 减仓 |
| AVGO | BROADCOM INC | $274.04万 | 1.13% | 8,854 | -493 | -5.3% | -$15.26万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $280.74万 | 1.16% | 17,511 | -1,201 | -6.4% | -$19.25万 | 减仓 |
| CVX | CHEVRON CORPORATION | $291.13万 | 1.20% | 14,071 | -131 | -0.9% | -$2.71万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $329.90万 | 1.36% | 13,496 | -2,286 | -14.5% | -$55.88万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $347.33万 | 1.44% | 143,112 | -13,748 | -8.8% | -$33.37万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $358.87万 | 1.48% | 7,489 | -1,732 | -18.8% | -$83.00万 | 减仓 |
| KO | COCA COLA CO | $395.45万 | 1.64% | 51,639 | -17,347 | -25.1% | -$132.84万 | 减仓 |
| — | HONEYWELL INTL INC | $427.74万 | 1.77% | 18,924 | -704 | -3.6% | -$15.91万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $440.90万 | 1.82% | 13,010 | -653 | -4.8% | -$22.13万 | 减仓 |
| ETN | EATON CORP PLC | $462.97万 | 1.92% | 12,944 | -76 | -0.6% | -$2.72万 | 减仓 |
| RTX | RTX CORPORATION | $467.11万 | 1.93% | 24,215 | -979 | -3.9% | -$18.88万 | 减仓 |
| KLAC | KLA CORP | $493.40万 | 2.04% | 3,351 | -33 | -1.0% | -$4.86万 | 减仓 |
| — | EXXON MOBIL CORP | $503.28万 | 2.08% | 29,664 | -1,075 | -3.5% | -$18.24万 | 减仓 |
| AMZN | AMAZON COM INC | $581.74万 | 2.41% | 27,932 | -897 | -3.1% | -$18.68万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $642.59万 | 2.66% | 21,845 | -675 | -3.0% | -$19.86万 | 减仓 |
| GOOGL | ALPHABET INC | $882.81万 | 3.65% | 30,700 | -2,040 | -6.2% | -$58.66万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,077.21万 | 4.46% | 15 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $1,119.43万 | 4.63% | 101,407 | 55,917 | 122.9% | $617.27万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,289.55万 | 5.33% | 34,837 | -2,278 | -6.1% | -$84.32万 | 减仓 |
| AAPL | APPLE INC | $1,453.51万 | 6.01% | 57,272 | -8,898 | -13.4% | -$225.82万 | 减仓 |