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 |
|---|---|---|---|---|---|---|---|---|
| DUK | DUKE ENERGY CORP NEW | $132.33万 | 0.69% | 10,455 | -3 | -0.0% | -$380 | 减仓 |
| LLY | ELI LILLY & CO | $135.83万 | 0.70% | 1,132 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $137.93万 | 0.71% | 10,187 | 588 | 6.1% | $7.96万 | 加仓 |
| WFC | WELLS FARGO & CO | $142.87万 | 0.74% | 17,288 | 2,068 | 13.6% | $17.09万 | 加仓 |
| WMT | WALMART INC | $142.89万 | 0.74% | 12,616 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $153.13万 | 0.79% | 2,045 | 181 | 9.7% | $13.55万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $158.17万 | 0.82% | 10,786 | 786 | 7.9% | $11.53万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $163.00万 | 0.84% | 21,746 | 5,081 | 30.5% | $38.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $164.07万 | 0.85% | 3,436 | -114 | -3.2% | -$5.44万 | 减仓 |
| DHS | WISDOMTREE TR | $170.48万 | 0.88% | 14,996 | 2,323 | 18.3% | $26.41万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $172.00万 | 0.89% | 6,359 | 247 | 4.0% | $6.68万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $215.79万 | 1.12% | 56,698 | 6,436 | 12.8% | $24.50万 | 加仓 |
| O | REALTY INCOME CORP | $218.80万 | 1.13% | 35,313 | 1,420 | 4.2% | $8.80万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $251.04万 | 1.30% | 59,291 | 1,429 | 2.5% | $6.05万 | 加仓 |
| AMZN | AMAZON COM INC | $255.02万 | 1.32% | 10,700 | 928 | 9.5% | $22.12万 | 加仓 |
| DGRS | WISDOMTREE TR | $256.44万 | 1.33% | 43,205 | 890 | 2.1% | $5.28万 | 加仓 |
| GOOG | ALPHABET INC | $265.40万 | 1.38% | 7,511 | 183 | 2.5% | $6.47万 | 加仓 |
| SBUX | STARBUCKS CORP | $290.09万 | 1.50% | 28,387 | 138 | 0.5% | $1.41万 | 加仓 |
| DES | WISDOMTREE TR | $306.14万 | 1.59% | 75,255 | 1,239 | 1.7% | $5.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $311.60万 | 1.61% | 15,573 | 1,033 | 7.1% | $20.67万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $321.26万 | 1.66% | 41,597 | 7,578 | 22.3% | $58.53万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $326.19万 | 1.69% | 33,217 | 5,176 | 18.5% | $50.83万 | 加仓 |
| DLN | WISDOMTREE TR | $330.99万 | 1.72% | 34,363 | 4,035 | 13.3% | $38.87万 | 加仓 |
| CSCO | CISCO SYS INC | $340.47万 | 1.76% | 28,986 | -1,571 | -5.1% | -$18.45万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $366.89万 | 1.90% | 11,209 | -32 | -0.3% | -$1.05万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $382.53万 | 1.98% | 17,553 | 38 | 0.2% | $8,281 | 加仓 |
| ABBV | ABBVIE INC | $387.10万 | 2.01% | 15,383 | -301 | -1.9% | -$7.57万 | 减仓 |
| DGRW | WISDOMTREE TR | $534.50万 | 2.77% | 55,899 | 3,086 | 5.8% | $29.51万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $543.30万 | 2.82% | 21,392 | -627 | -2.8% | -$15.92万 | 减仓 |
| MSFT | MICROSOFT CORP | $590.06万 | 3.06% | 15,818 | 917 | 6.2% | $34.21万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $614.87万 | 3.19% | 121,565 | 14,596 | 13.6% | $73.83万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $666.04万 | 3.45% | 42,146 | 1,616 | 4.0% | $25.54万 | 加仓 |
| DON | WISDOMTREE TR | $705.12万 | 3.65% | 124,755 | 1,054 | 0.9% | $5.96万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $748.84万 | 3.88% | 236,152 | 9,383 | 4.1% | $29.75万 | 加仓 |
| IWR | ISHARES TR | $754.62万 | 3.91% | 68,403 | 1,346 | 2.0% | $14.85万 | 加仓 |
| AAPL | APPLE INC | $908.42万 | 4.71% | 31,394 | 44 | 0.1% | $1.27万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,150.76万 | 5.96% | 252,970 | 11,574 | 4.8% | $52.65万 | 加仓 |