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
FBND FIDELITY MERRIMACK STR TR $1,101.25万6.48%241,396 —— — —
AAPL APPLE INC $795.64万4.68%31,350 —— — —
SCHD SCHWAB STRATEGIC TR $695.73万4.09%226,769 —— — —
IWR ISHARES TR $651.99万3.84%67,057 —— — —
DON WISDOMTREE TR $649.93万3.82%123,701 —— — —
VYM VANGUARD WHITEHALL FDS $600.24万3.53%40,530 —— — —
MSFT MICROSOFT CORP $551.60万3.25%14,901 —— — —
JNJ JOHNSON & JOHNSON $538.23万3.17%22,019 —— — —
VTEB VANGUARD MUN BD FDS $533.67万3.14%106,969 —— — —
DGRW WISDOMTREE TR $463.91万2.73%52,813 —— — —
VTV VANGUARD INDEX FDS $343.65万2.02%17,515 —— — —
ABBV ABBVIE INC $341.11万2.01%15,684 —— — —
JPM JPMORGAN CHASE & CO $330.67万1.95%11,241 —— — —
VZ VERIZON COMMUNICATIONS INC $290.47万1.71%57,862 —— — —
DLN WISDOMTREE TR $270.92万1.59%30,328 —— — —
DES WISDOMTREE TR $266.01万1.57%74,016 —— — —
VYMI VANGUARD WHITEHALL FDS $264.26万1.56%28,041 —— — —
VCRB VANGUARD MALVERN FDS $263.24万1.55%34,019 —— — —
NVDA NVIDIA CORPORATION $253.57万1.49%14,540 —— — —
SBUX STARBUCKS CORP $253.08万1.49%28,249 —— — —
CSCO CISCO SYS INC $237.09万1.40%30,557 —— — —
DGRS WISDOMTREE TR $224.09万1.32%42,315 —— — —
GOOG ALPHABET INC $210.20万1.24%7,328 —— — —
O REALTY INCOME CORP $207.36万1.22%33,893 —— — —
AMZN AMAZON COM INC $203.52万1.20%9,772 —— — —
FNDA SCHWAB STRATEGIC TR $163.00万0.96%50,262 —— — —
ITW ILLINOIS TOOL WKS INC $159.08万0.94%6,112 —— — —
WMT WALMART INC $156.79万0.92%12,616 —— — —
PEP PEPSICO INC $149.06万0.88%9,599 —— — —
PG PROCTER & GAMBLE CO $144.44万0.85%10,000 —— — —
DHS WISDOMTREE TR $138.41万0.81%12,673 —— — —
CVX CHEVRON CORPORATION $137.75万0.81%6,658 —— — —
DUK DUKE ENERGY CORP NEW $136.93万0.81%10,458 —— — —
IVV ISHARES TR $121.77万0.72%1,864 —— — —
WFC WELLS FARGO & CO $121.17万0.71%15,220 —— — —
TSM TAIWAN SEMICONDUCTOR MANUFAC $119.98万0.71%3,550 —— — —
LMT LOCKHEED MARTIN CORP $117.07万0.69%1,937 —— — —
— EXXON MOBIL CORP $115.34万0.68%6,798 —— — —
AEP AMERICAN ELEC PWR CO INC $114.95万0.68%8,769 —— — —
ARCC ARES CAPITAL CORP $114.24万0.67%63,395 —— — —
JHMM JOHN HANCOCK EXCHANGE TRADED $111.85万0.66%16,665 —— — —
MRK MERCK & CO INC $111.13万0.65%9,238 —— — —
LLY ELI LILLY & CO $104.13万0.61%1,132 —— — —
TD TORONTO DOMINION BK ONT $103.43万0.61%11,085 —— — —
AMGN AMGEN INC $101.63万0.60%2,888 —— — —
AFL AFLAC INC $100.36万0.59%9,148 —— — —
SCHA SCHWAB STRATEGIC TR $98.63万0.58%33,916 —— — —
MMM 3M CO $97.19万0.57%6,692 —— — —
RIO RIO TINTO PLC $94.74万0.56%10,155 —— — —
SYY SYSCO CORP $92.97万0.55%13,033 —— — —
BMO BANK MONTREAL MEDIUM $92.43万0.54%6,830 —— — —
NVS NOVARTIS AG $91.76万0.54%6,007 —— — —
FNDF SCHWAB STRATEGIC TR $90.76万0.53%18,549 —— — —
VTWV VANGUARD SCOTTSDALE FDS $86.90万0.51%5,197 —— — —
FAST FASTENAL CO $86.09万0.51%18,554 —— — —
KMB KIMBERLY-CLARK CORP $84.93万0.50%8,804 —— — —
CAT CATERPILLAR INC $84.76万0.50%1,196 —— — —
MCD MCDONALDS CORP $84.30万0.50%2,712 —— — —
STLD STEEL DYNAMICS INC $83.15万0.49%4,620 —— — —
ABT ABBOTT LABORATORIES $82.86万0.49%8,070 —— — —
SDY SPDR SERIES TRUST $80.23万0.47%5,497 —— — —
GOOGL ALPHABET INC $75.90万0.45%2,640 —— — —
SO SOUTHERN CO $74.70万0.44%7,740 —— — —
PAYX PAYCHEX INC $73.67万0.43%7,997 —— — —
AVGO BROADCOM INC $73.61万0.43%2,378 —— — —
— WISDOMTREE TR $73.46万0.43%6,349 —— — —
PFE PFIZER INC $64.37万0.38%22,924 —— — —
TRP TC ENERGY CORP $63.06万0.37%10,073 —— — —
EMR EMERSON ELEC CO $62.98万0.37%4,807 —— — —
KO COCA COLA CO $60.25万0.35%7,923 —— — —
CHRW C H ROBINSON WORLDWIDE IN $59.78万0.35%3,599 —— — —
DRI DARDEN RESTAURANTS INC $56.86万0.33%2,900 —— — —
COST COSTCO WHOLESALE CORPORATION $56.23万0.33%564 —— — —
D DOMINION ENERGY INC $55.30万0.33%8,946 —— — —
QCOM QUALCOMM INC $54.95万0.32%4,267 —— — —
MDT MEDTRONIC PLC $50.81万0.30%5,864 —— — —
UL UNILEVER PLC $50.48万0.30%8,860 —— — —
HAS HASBRO INC $48.97万0.29%5,232 —— — —
BAC BANK AMERICA CORP $47.97万0.28%9,841 —— — —
MCHP MICROCHIP TECHNOLOGY INC. $47.65万0.28%7,376 —— — —
META META PLATFORMS INC $46.13万0.27%806 —— — —
CLX CLOROX CO DEL $45.64万0.27%4,404 —— — —
OAKM HARRIS OAKMARK ETF TRUST $43.48万0.26%15,775 —— — —
MFSG MFS ACTIVE EXCHANGE TRADED F $42.76万0.25%16,711 —— — —
UPS UNITED PARCEL SVCS INC $41.59万0.24%4,227 —— — —
WELL WELLTOWER INC $40.84万0.24%2,066 —— — —
PNW PINNACLE WEST CAP CORP $39.83万0.23%3,953 —— — —
F FORD MTR CO $39.60万0.23%34,318 —— — —
ONB OLD NATL BANCORP IND $38.84万0.23%17,573 —— — —
NVO NOVO-NORDISK A S $38.61万0.23%10,505 —— — —
CL COLGATE PALMOLIVE CO $38.16万0.22%4,478 —— — —
QQQ INVESCO QQQ TR $37.82万0.22%655 —— — —
CVS CVS HEALTH CORP $37.14万0.22%5,172 —— — —
UNH UNITEDHEALTH GROUP INC $36.28万0.21%1,341 —— — —
ORCL ORACLE CORP $35.33万0.21%2,402 —— — —
PKG PACKAGING CORP AMER $34.33万0.20%1,618 —— — —
BRK/B BERKSHIRE HATHAWAY INC DEL $34.12万0.20%712 —— — —
SCHM SCHWAB STRATEGIC TR $33.26万0.20%10,744 —— — —
OMC OMNICOM GROUP INC $32.54万0.19%4,321 —— — —
LOW LOWES COS INC $32.39万0.19%1,371 —— — —