13F 机构持仓

Dickmeyer Boyce Financial Management, Inc.

FORT WAYNE IN · SEC CIK 0002038325

2026Q22026Q1 更早 9 个季度 🔒
$1.70亿2026Q1 申报市值
125持仓数
38.7%前十大占比 · 第一大 6.5%
0 / 0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 6.5%
AAPL 4.7%
SCHD 4.1%
IWR 3.8%
DON 3.8%
VYM 3.5%
MSFT 3.2%
JNJ 3.2%
VTEB 3.1%
DGRW 2.7%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

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
AMZN AMAZON COM INC $203.52万1.20%9,772 —— — —
O REALTY INCOME CORP $207.36万1.22%33,893 —— — —
GOOG ALPHABET INC $210.20万1.24%7,328 —— — —
DGRS WISDOMTREE TR $224.09万1.32%42,315 —— — —
CSCO CISCO SYS INC $237.09万1.40%30,557 —— — —
SBUX STARBUCKS CORP $253.08万1.49%28,249 —— — —
NVDA NVIDIA CORPORATION $253.57万1.49%14,540 —— — —
VCRB VANGUARD MALVERN FDS $263.24万1.55%34,019 —— — —
VYMI VANGUARD WHITEHALL FDS $264.26万1.56%28,041 —— — —
DES WISDOMTREE TR $266.01万1.57%74,016 —— — —
DLN WISDOMTREE TR $270.92万1.59%30,328 —— — —
VZ VERIZON COMMUNICATIONS INC $290.47万1.71%57,862 —— — —
JPM JPMORGAN CHASE & CO $330.67万1.95%11,241 —— — —
ABBV ABBVIE INC $341.11万2.01%15,684 —— — —
VTV VANGUARD INDEX FDS $343.65万2.02%17,515 —— — —
DGRW WISDOMTREE TR $463.91万2.73%52,813 —— — —
VTEB VANGUARD MUN BD FDS $533.67万3.14%106,969 —— — —
JNJ JOHNSON & JOHNSON $538.23万3.17%22,019 —— — —
MSFT MICROSOFT CORP $551.60万3.25%14,901 —— — —
VYM VANGUARD WHITEHALL FDS $600.24万3.53%40,530 —— — —
DON WISDOMTREE TR $649.93万3.82%123,701 —— — —
IWR ISHARES TR $651.99万3.84%67,057 —— — —
SCHD SCHWAB STRATEGIC TR $695.73万4.09%226,769 —— — —
AAPL APPLE INC $795.64万4.68%31,350 —— — —
FBND FIDELITY MERRIMACK STR TR $1,101.25万6.48%241,396 —— — —