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
BNS BANK NOVA SCOTIA B C $37.98万0.20%4,373 00.0% — 不变
SCHM SCHWAB STRATEGIC TR $37.73万0.20%10,235 -509-4.7% -$1.88万 减仓
ORCL ORACLE CORP $36.93万0.19%2,520 1184.9% $1.73万 加仓
MO ALTRIA GROUP INC $34.13万0.18%4,743 150.3% $1,079 加仓
SCHX SCHWAB STRATEGIC TR $33.83万0.18%11,495 2,09022.2% $6.15万 加仓
MSI MOTOROLA SOLUTIONS INC $32.93万0.17%793 27352.5% $11.34万 加仓
FBCG FIDELITY COVINGTON TRUST $32.84万0.17%5,287 5,287— $32.84万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $30.39万0.16%1,357 1,357— $30.39万 新建仓
LOW LOWES COS INC $30.24万0.16%1,372 10.1% $220 加仓
EPD ENTERPRISE PRODS PARTNERS L $29.58万0.15%8,048 00.0% — 不变
IJR ISHARES TR $28.84万0.15%1,945 301.6% $4,448 加仓
IWM ISHARES TR $28.58万0.15%951 485.3% $1.44万 加仓
ATO ATMOS ENERGY CORP $27.04万0.14%1,570 -99-5.9% -$1.71万 减仓
V VISA INC $26.69万0.14%778 778— $26.69万 新建仓
AMD ADVANCED MICRO DEVICES INC $26.32万0.14%453 -590-56.6% -$34.27万 减仓
RY ROYAL BK CDA $25.85万0.13%1,249 00.0% — 不变
IVE ISHARES TR $24.54万0.13%1,081 -100-8.5% -$2.27万 减仓
MA MASTERCARD INCORPORATED $24.47万0.13%476 476— $24.47万 新建仓
IBM INTERNATIONAL BUSINESS MACHS $24.47万0.13%870 20.2% $562 加仓
VHT VANGUARD WORLD FD $22.49万0.12%752 20.3% $598 加仓
SON SONOCO PRODS CO $22.17万0.11%3,934 3,934— $22.17万 新建仓
SMH VANECK ETF TRUST $22.12万0.11%337 337— $22.12万 新建仓
BDX BECTON DICKINSON & CO $21.36万0.11%1,412 1,412— $21.36万 新建仓
NTR NUTRIEN LTD $21.27万0.11%3,378 20.1% $126 加仓
IJH ISHARES TR $20.71万0.11%2,685 2,685— $20.71万 新建仓
CMI CUMMINS INC $20.68万0.11%290 290— $20.68万 新建仓
GSK GSK PLC $20.29万0.11%3,870 -50-1.3% -$2,621 减仓
KEEL KEEL INFRASTRUCTURE CORP $17.79万0.09%31,000 31,000— $17.79万 新建仓
INFY INFOSYS LTD $12.27万0.06%11,694 -1,085-8.5% -$1.14万 减仓
— 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