Dickmeyer Boyce Financial Management, Inc.
FORT WAYNE IN · SEC CIK 0002038325
$1.93亿2026Q2 申报市值
129持仓数
37.4%前十大占比 · 第一大 6.0%
12 / 8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
VTEB 加仓+$73.83万
VCRB 加仓+$58.53万
SCHG 新建仓+$53.39万
FBND 加仓+$52.65万
VYMI 加仓+$50.83万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$115.34万
INTC 减仓-$46.92万
AMD 减仓-$34.27万
WPM 清仓-$21.62万
HONEYWELL INTL I 清仓-$21.36万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| FBND | FIDELITY MERRIMACK STR TR | $1,150.76万 | 5.96% | 252,970 | 11,574 | 4.8% | $52.65万 | 加仓 |
| AAPL | APPLE INC | $908.42万 | 4.71% | 31,394 | 44 | 0.1% | $1.27万 | 加仓 |
| IWR | ISHARES TR | $754.62万 | 3.91% | 68,403 | 1,346 | 2.0% | $14.85万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $748.84万 | 3.88% | 236,152 | 9,383 | 4.1% | $29.75万 | 加仓 |
| DON | WISDOMTREE TR | $705.12万 | 3.65% | 124,755 | 1,054 | 0.9% | $5.96万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $666.04万 | 3.45% | 42,146 | 1,616 | 4.0% | $25.54万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $614.87万 | 3.19% | 121,565 | 14,596 | 13.6% | $73.83万 | 加仓 |
| MSFT | MICROSOFT CORP | $590.06万 | 3.06% | 15,818 | 917 | 6.2% | $34.21万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $543.30万 | 2.82% | 21,392 | -627 | -2.8% | -$15.92万 | 减仓 |
| DGRW | WISDOMTREE TR | $534.50万 | 2.77% | 55,899 | 3,086 | 5.8% | $29.51万 | 加仓 |
| ABBV | ABBVIE INC | $387.10万 | 2.01% | 15,383 | -301 | -1.9% | -$7.57万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $382.53万 | 1.98% | 17,553 | 38 | 0.2% | $8,281 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $366.89万 | 1.90% | 11,209 | -32 | -0.3% | -$1.05万 | 减仓 |
| CSCO | CISCO SYS INC | $340.47万 | 1.76% | 28,986 | -1,571 | -5.1% | -$18.45万 | 减仓 |
| DLN | WISDOMTREE TR | $330.99万 | 1.72% | 34,363 | 4,035 | 13.3% | $38.87万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $326.19万 | 1.69% | 33,217 | 5,176 | 18.5% | $50.83万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $321.26万 | 1.66% | 41,597 | 7,578 | 22.3% | $58.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $311.60万 | 1.61% | 15,573 | 1,033 | 7.1% | $20.67万 | 加仓 |
| DES | WISDOMTREE TR | $306.14万 | 1.59% | 75,255 | 1,239 | 1.7% | $5.04万 | 加仓 |
| SBUX | STARBUCKS CORP | $290.09万 | 1.50% | 28,387 | 138 | 0.5% | $1.41万 | 加仓 |
| GOOG | ALPHABET INC | $265.40万 | 1.38% | 7,511 | 183 | 2.5% | $6.47万 | 加仓 |
| DGRS | WISDOMTREE TR | $256.44万 | 1.33% | 43,205 | 890 | 2.1% | $5.28万 | 加仓 |
| AMZN | AMAZON COM INC | $255.02万 | 1.32% | 10,700 | 928 | 9.5% | $22.12万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $251.04万 | 1.30% | 59,291 | 1,429 | 2.5% | $6.05万 | 加仓 |
| O | REALTY INCOME CORP | $218.80万 | 1.13% | 35,313 | 1,420 | 4.2% | $8.80万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $215.79万 | 1.12% | 56,698 | 6,436 | 12.8% | $24.50万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $172.00万 | 0.89% | 6,359 | 247 | 4.0% | $6.68万 | 加仓 |
| DHS | WISDOMTREE TR | $170.48万 | 0.88% | 14,996 | 2,323 | 18.3% | $26.41万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $164.07万 | 0.85% | 3,436 | -114 | -3.2% | -$5.44万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $163.00万 | 0.84% | 21,746 | 5,081 | 30.5% | $38.09万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $158.17万 | 0.82% | 10,786 | 786 | 7.9% | $11.53万 | 加仓 |
| IVV | ISHARES TR | $153.13万 | 0.79% | 2,045 | 181 | 9.7% | $13.55万 | 加仓 |
| WMT | WALMART INC | $142.89万 | 0.74% | 12,616 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $142.87万 | 0.74% | 17,288 | 2,068 | 13.6% | $17.09万 | 加仓 |
| PEP | PEPSICO INC | $137.93万 | 0.71% | 10,187 | 588 | 6.1% | $7.96万 | 加仓 |
| LLY | ELI LILLY & CO | $135.83万 | 0.70% | 1,132 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $132.33万 | 0.69% | 10,455 | -3 | -0.0% | -$380 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $132.24万 | 0.69% | 10,890 | -195 | -1.8% | -$2.37万 | 减仓 |
| MRK | MERCK & CO INC | $130.15万 | 0.67% | 10,129 | 891 | 9.6% | $11.45万 | 加仓 |
| CAT | CATERPILLAR INC | $126.70万 | 0.66% | 1,190 | -6 | -0.5% | -$6,388 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $124.92万 | 0.65% | 23,677 | 5,128 | 27.6% | $27.05万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $123.26万 | 0.64% | 34,117 | 201 | 0.6% | $7,262 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $117.17万 | 0.61% | 8,564 | -205 | -2.3% | -$2.80万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $117.06万 | 0.61% | 6,625 | -205 | -3.0% | -$3.62万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $115.81万 | 0.60% | 62,500 | -895 | -1.4% | -$1.66万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $110.47万 | 0.57% | 10,064 | 1,260 | 14.3% | $13.83万 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $109.92万 | 0.57% | 5,624 | 427 | 8.2% | $8.35万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $108.75万 | 0.56% | 2,135 | 198 | 10.2% | $10.09万 | 加仓 |
| MMM | 3M CO | $108.47万 | 0.56% | 6,700 | 8 | 0.1% | $1,295 | 加仓 |
| AFL | AFLAC INC | $106.91万 | 0.55% | 9,118 | -30 | -0.3% | -$3,517 | 减仓 |
| GOOGL | ALPHABET INC | $106.53万 | 0.55% | 2,981 | 341 | 12.9% | $12.19万 | 加仓 |
| SYY | SYSCO CORP | $105.16万 | 0.54% | 12,582 | -451 | -3.5% | -$3.77万 | 减仓 |
| AMGN | AMGEN INC | $104.78万 | 0.54% | 2,893 | 5 | 0.2% | $1,811 | 加仓 |
| CVX | CHEVRON CORPORATION | $102.84万 | 0.53% | 6,204 | -454 | -6.8% | -$7.53万 | 减仓 |
| QCOM | QUALCOMM INC | $100.27万 | 0.52% | 5,426 | 1,159 | 27.2% | $21.42万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $99.54万 | 0.52% | 4,338 | -282 | -6.1% | -$6.47万 | 减仓 |
| RIO | RIO TINTO PLC | $96.44万 | 0.50% | 10,159 | 4 | 0.0% | $380 | 加仓 |
| NVS | NOVARTIS AG | $90.30万 | 0.47% | 5,762 | -245 | -4.1% | -$3.84万 | 减仓 |
| FAST | FASTENAL CO | $89.06万 | 0.46% | 18,542 | -12 | -0.1% | -$576 | 减仓 |
| QQQ | INVESCO QQQ TR | $86.84万 | 0.45% | 1,179 | 524 | 80.0% | $38.59万 | 加仓 |
| MCD | MCDONALDS CORP | $84.52万 | 0.44% | 3,127 | 415 | 15.3% | $11.22万 | 加仓 |
| — | WISDOMTREE TR | $81.18万 | 0.42% | 6,190 | -159 | -2.5% | -$2.09万 | 减仓 |
| SDY | SPDR SERIES TRUST | $81.11万 | 0.42% | 5,330 | -167 | -3.0% | -$2.54万 | 减仓 |
| PAYX | PAYCHEX INC | $79.07万 | 0.41% | 8,041 | 44 | 0.6% | $4,327 | 加仓 |
| AVGO | BROADCOM INC | $78.57万 | 0.41% | 2,080 | -298 | -12.5% | -$11.26万 | 减仓 |
| SO | SOUTHERN CO | $74.13万 | 0.38% | 7,745 | 5 | 0.1% | $479 | 加仓 |
| D | DOMINION ENERGY INC | $73.64万 | 0.38% | 10,784 | 1,838 | 20.5% | $12.55万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $68.18万 | 0.35% | 7,514 | -556 | -6.9% | -$5.04万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $67.80万 | 0.35% | 3,600 | 1 | 0.0% | $188 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $67.36万 | 0.35% | 7,387 | 11 | 0.1% | $1,003 | 加仓 |
| EMR | EMERSON ELEC CO | $65.87万 | 0.34% | 4,602 | -205 | -4.3% | -$2.93万 | 减仓 |
| KO | COCA COLA CO | $64.44万 | 0.33% | 7,929 | 6 | 0.1% | $488 | 加仓 |
| TRP | TC ENERGY CORP | $64.41万 | 0.33% | 9,716 | -357 | -3.5% | -$2.37万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $64.33万 | 0.33% | 1,548 | 207 | 15.4% | $8.60万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $62.34万 | 0.32% | 666 | 102 | 18.1% | $9.55万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $58.98万 | 0.31% | 2,863 | -37 | -1.3% | -$7,622 | 减仓 |
| PFE | PFIZER INC | $58.93万 | 0.31% | 24,471 | 1,547 | 6.7% | $3.73万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $56.67万 | 0.29% | 5,271 | 1,044 | 24.7% | $11.22万 | 加仓 |
| BAC | BANK OF AMER CORP | $56.15万 | 0.29% | 9,855 | 14 | 0.1% | $798 | 加仓 |
| MDT | MEDTRONIC PLC | $55.25万 | 0.29% | 7,063 | 1,199 | 20.4% | $9.38万 | 加仓 |
| NVO | NOVO-NORDISK A S | $54.99万 | 0.28% | 11,471 | 966 | 9.2% | $4.63万 | 加仓 |
| INTC | INTEL CORP | $54.90万 | 0.28% | 3,931 | -3,360 | -46.1% | -$46.92万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $53.39万 | 0.28% | 15,776 | 15,776 | — | $53.39万 | 新建仓 |
| CVS | CVS HEALTH CORP | $53.28万 | 0.28% | 5,150 | -22 | -0.4% | -$2,276 | 减仓 |
| CLX | CLOROX CO DEL | $51.50万 | 0.27% | 5,396 | 992 | 22.5% | $9.47万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $48.14万 | 0.25% | 962 | 250 | 35.1% | $12.51万 | 加仓 |
| F | FORD MTR CO | $47.87万 | 0.25% | 34,438 | 120 | 0.3% | $1,668 | 加仓 |
| META | META PLATFORMS INC | $47.11万 | 0.24% | 836 | 30 | 3.7% | $1.69万 | 加仓 |
| UL | UNILEVER PLC | $46.99万 | 0.24% | 7,816 | -1,044 | -11.8% | -$6.28万 | 减仓 |
| WELL | WELLTOWER INC | $46.80万 | 0.24% | 2,062 | -4 | -0.2% | -$908 | 减仓 |
| MFSG | MFS ACTIVE EXCHANGE TRADED F | $46.61万 | 0.24% | 15,400 | -1,311 | -7.8% | -$3.97万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $46.05万 | 0.24% | 16,348 | 573 | 3.6% | $1.61万 | 加仓 |
| PSA | PUBLIC STORAGE | $44.94万 | 0.23% | 1,412 | 434 | 44.4% | $13.81万 | 加仓 |
| TXN | TEXAS INSTRS INC | $44.71万 | 0.23% | 1,500 | 1,500 | — | $44.71万 | 新建仓 |
| HAS | HASBRO INC | $43.29万 | 0.22% | 5,241 | 9 | 0.2% | $743 | 加仓 |
| OMC | OMNICOM GROUP INC | $43.27万 | 0.22% | 5,941 | 1,620 | 37.5% | $11.80万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $41.15万 | 0.21% | 4,489 | 11 | 0.2% | $1,008 | 加仓 |
| ONB | OLD NATL BANCORP IND | $41.15万 | 0.21% | 15,887 | -1,686 | -9.6% | -$4.37万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $38.72万 | 0.20% | 3,619 | -334 | -8.4% | -$3.57万 | 减仓 |
| PKG | PACKAGING CORP AMER | $38.59万 | 0.20% | 1,619 | 1 | 0.1% | $238 | 加仓 |