13F 机构持仓

Dickmeyer Boyce Financial Management, Inc.

FORT WAYNE IN · SEC CIK 0002038325

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

FBND 6.0%
AAPL 4.7%
IWR 3.9%
SCHD 3.9%
DON 3.7%
VYM 3.5%
VTEB 3.2%
MSFT 3.1%
JNJ 2.8%
DGRW 2.8%

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
— EXXON MOBIL CORP $00.00%0 -6,798-100.0% -$115.34万 清仓
WPM WHEATON PRECIOUS METALS CORP $00.00%0 -1,650-100.0% -$21.62万 清仓
— HONEYWELL INTL INC $00.00%0 -945-100.0% -$21.36万 清仓
TJX TJX COS INC NEW $00.00%0 -1,316-100.0% -$21.02万 清仓
FDX FEDEX CORP $00.00%0 -581-100.0% -$20.71万 清仓
TMUS T-MOBILE US INC $00.00%0 -980-100.0% -$20.58万 清仓
— BITFARMS LTD $00.00%0 -31,000-100.0% -$6.04万 清仓
— CARPARTS COM INC $00.00%0 -11,000-100.0% -$8,644 清仓
INFY INFOSYS LTD $12.27万0.06%11,694 -1,085-8.5% -$1.14万 减仓
KEEL KEEL INFRASTRUCTURE CORP $17.79万0.09%31,000 31,000— $17.79万 新建仓
GSK GSK PLC $20.29万0.11%3,870 -50-1.3% -$2,621 减仓
CMI CUMMINS INC $20.68万0.11%290 290— $20.68万 新建仓
IJH ISHARES TR $20.71万0.11%2,685 2,685— $20.71万 新建仓
NTR NUTRIEN LTD $21.27万0.11%3,378 20.1% $126 加仓
BDX BECTON DICKINSON & CO $21.36万0.11%1,412 1,412— $21.36万 新建仓
SMH VANECK ETF TRUST $22.12万0.11%337 337— $22.12万 新建仓
SON SONOCO PRODS CO $22.17万0.11%3,934 3,934— $22.17万 新建仓
VHT VANGUARD WORLD FD $22.49万0.12%752 20.3% $598 加仓
IBM INTERNATIONAL BUSINESS MACHS $24.47万0.13%870 20.2% $562 加仓
MA MASTERCARD INCORPORATED $24.47万0.13%476 476— $24.47万 新建仓
IVE ISHARES TR $24.54万0.13%1,081 -100-8.5% -$2.27万 减仓
RY ROYAL BK CDA $25.85万0.13%1,249 00.0% — 不变
AMD ADVANCED MICRO DEVICES INC $26.32万0.14%453 -590-56.6% -$34.27万 减仓
V VISA INC $26.69万0.14%778 778— $26.69万 新建仓
ATO ATMOS ENERGY CORP $27.04万0.14%1,570 -99-5.9% -$1.71万 减仓
IWM ISHARES TR $28.58万0.15%951 485.3% $1.44万 加仓
IJR ISHARES TR $28.84万0.15%1,945 301.6% $4,448 加仓
EPD ENTERPRISE PRODS PARTNERS L $29.58万0.15%8,048 00.0% — 不变
LOW LOWES COS INC $30.24万0.16%1,372 10.1% $220 加仓
ADP AUTOMATIC DATA PROCESSING IN $30.39万0.16%1,357 1,357— $30.39万 新建仓
FBCG FIDELITY COVINGTON TRUST $32.84万0.17%5,287 5,287— $32.84万 新建仓
MSI MOTOROLA SOLUTIONS INC $32.93万0.17%793 27352.5% $11.34万 加仓
SCHX SCHWAB STRATEGIC TR $33.83万0.18%11,495 2,09022.2% $6.15万 加仓
MO ALTRIA GROUP INC $34.13万0.18%4,743 150.3% $1,079 加仓
ORCL ORACLE CORP $36.93万0.19%2,520 1184.9% $1.73万 加仓
SCHM SCHWAB STRATEGIC TR $37.73万0.20%10,235 -509-4.7% -$1.88万 减仓
BNS BANK NOVA SCOTIA B C $37.98万0.20%4,373 00.0% — 不变
PKG PACKAGING CORP AMER $38.59万0.20%1,619 10.1% $238 加仓
PNW PINNACLE WEST CAP CORP $38.72万0.20%3,619 -334-8.4% -$3.57万 减仓
ONB OLD NATL BANCORP IND $41.15万0.21%15,887 -1,686-9.6% -$4.37万 减仓
CL COLGATE PALMOLIVE CO $41.15万0.21%4,489 110.2% $1,008 加仓
OMC OMNICOM GROUP INC $43.27万0.22%5,941 1,62037.5% $11.80万 加仓
HAS HASBRO INC $43.29万0.22%5,241 90.2% $743 加仓
TXN TEXAS INSTRS INC $44.71万0.23%1,500 1,500— $44.71万 新建仓
PSA PUBLIC STORAGE $44.94万0.23%1,412 43444.4% $13.81万 加仓
OAKM HARRIS OAKMARK ETF TRUST $46.05万0.24%16,348 5733.6% $1.61万 加仓
MFSG MFS ACTIVE EXCHANGE TRADED F $46.61万0.24%15,400 -1,311-7.8% -$3.97万 减仓
WELL WELLTOWER INC $46.80万0.24%2,062 -4-0.2% -$908 减仓
UL UNILEVER PLC $46.99万0.24%7,816 -1,044-11.8% -$6.28万 减仓
META META PLATFORMS INC $47.11万0.24%836 303.7% $1.69万 加仓
F FORD MTR CO $47.87万0.25%34,438 1200.3% $1,668 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $48.14万0.25%962 25035.1% $12.51万 加仓
CLX CLOROX CO DEL $51.50万0.27%5,396 99222.5% $9.47万 加仓
CVS CVS HEALTH CORP $53.28万0.28%5,150 -22-0.4% -$2,276 减仓
SCHG SCHWAB STRATEGIC TR $53.39万0.28%15,776 15,776— $53.39万 新建仓
INTC INTEL CORP $54.90万0.28%3,931 -3,360-46.1% -$46.92万 减仓
NVO NOVO-NORDISK A S $54.99万0.28%11,471 9669.2% $4.63万 加仓
MDT MEDTRONIC PLC $55.25万0.29%7,063 1,19920.4% $9.38万 加仓
BAC BANK OF AMER CORP $56.15万0.29%9,855 140.1% $798 加仓
UPS UNITED PARCEL SVCS INC $56.67万0.29%5,271 1,04424.7% $11.22万 加仓
PFE PFIZER INC $58.93万0.31%24,471 1,5476.7% $3.73万 加仓
DRI DARDEN RESTAURANTS INC $58.98万0.31%2,863 -37-1.3% -$7,622 减仓
COST COSTCO WHOLESALE CORPORATION $62.34万0.32%666 10218.1% $9.55万 加仓
UNH UNITEDHEALTH GROUP INC $64.33万0.33%1,548 20715.4% $8.60万 加仓
TRP TC ENERGY CORP $64.41万0.33%9,716 -357-3.5% -$2.37万 减仓
KO COCA COLA CO $64.44万0.33%7,929 60.1% $488 加仓
EMR EMERSON ELEC CO $65.87万0.34%4,602 -205-4.3% -$2.93万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $67.36万0.35%7,387 110.1% $1,003 加仓
CHRW C H ROBINSON WORLDWIDE IN $67.80万0.35%3,600 10.0% $188 加仓
ABT ABBOTT LABORATORIES $68.18万0.35%7,514 -556-6.9% -$5.04万 减仓
D DOMINION ENERGY INC $73.64万0.38%10,784 1,83820.5% $12.55万 加仓
SO SOUTHERN CO $74.13万0.38%7,745 50.1% $479 加仓
AVGO BROADCOM INC $78.57万0.41%2,080 -298-12.5% -$11.26万 减仓
PAYX PAYCHEX INC $79.07万0.41%8,041 440.6% $4,327 加仓
SDY SPDR SERIES TRUST $81.11万0.42%5,330 -167-3.0% -$2.54万 减仓
— WISDOMTREE TR $81.18万0.42%6,190 -159-2.5% -$2.09万 减仓
MCD MCDONALDS CORP $84.52万0.44%3,127 41515.3% $11.22万 加仓
QQQ INVESCO QQQ TR $86.84万0.45%1,179 52480.0% $38.59万 加仓
FAST FASTENAL CO $89.06万0.46%18,542 -12-0.1% -$576 减仓
NVS NOVARTIS AG $90.30万0.47%5,762 -245-4.1% -$3.84万 减仓
RIO RIO TINTO PLC $96.44万0.50%10,159 40.0% $380 加仓
STLD STEEL DYNAMICS INC $99.54万0.52%4,338 -282-6.1% -$6.47万 减仓
QCOM QUALCOMM INC $100.27万0.52%5,426 1,15927.2% $21.42万 加仓
CVX CHEVRON CORPORATION $102.84万0.53%6,204 -454-6.8% -$7.53万 减仓
AMGN AMGEN INC $104.78万0.54%2,893 50.2% $1,811 加仓
SYY SYSCO CORP $105.16万0.54%12,582 -451-3.5% -$3.77万 减仓
GOOGL ALPHABET INC $106.53万0.55%2,981 34112.9% $12.19万 加仓
AFL AFLAC INC $106.91万0.55%9,118 -30-0.3% -$3,517 减仓
MMM 3M CO $108.47万0.56%6,700 80.1% $1,295 加仓
LMT LOCKHEED MARTIN CORP $108.75万0.56%2,135 19810.2% $10.09万 加仓
VTWV VANGUARD SCOTTSDALE FDS $109.92万0.57%5,624 4278.2% $8.35万 加仓
KMB KIMBERLY-CLARK CORP $110.47万0.57%10,064 1,26014.3% $13.83万 加仓
ARCC ARES CAPITAL CORP $115.81万0.60%62,500 -895-1.4% -$1.66万 减仓
BMO BANK MONTREAL MEDIUM $117.06万0.61%6,625 -205-3.0% -$3.62万 减仓
AEP AMERICAN ELEC PWR CO INC $117.17万0.61%8,564 -205-2.3% -$2.80万 减仓
SCHA SCHWAB STRATEGIC TR $123.26万0.64%34,117 2010.6% $7,262 加仓
FNDF SCHWAB STRATEGIC TR $124.92万0.65%23,677 5,12827.6% $27.05万 加仓
CAT CATERPILLAR INC $126.70万0.66%1,190 -6-0.5% -$6,388 减仓
MRK MERCK & CO INC $130.15万0.67%10,129 8919.6% $11.45万 加仓
TD TORONTO DOMINION BK ONT $132.24万0.69%10,890 -195-1.8% -$2.37万 减仓