DA
DCM Advisors, LLC
趨勢追蹤型高品質投資策略分散型投資策略
申報總市值
US$2.2億
申報季度: 2026-03-31 · 持股檔數: 38
DCM Advisors, LLC在最新一期 13F 報告中揭露了 38 項持股，申報期為 2026-03-31，總持股市值約為 US$2.2億，季度換手率為 18.2%。
機構性格雪花圖
- 集中度
- 14.05
- 持倉穩定性
- 18.23
- 動能／逆勢
- 100
- 產業集中度
- 63.04
- 多樣化
- 76
- 倉位均衡度
- 94.13
近期動向
加碼 MPC
-1.2% US$264.5萬
加碼 DELL
-0.8% US$218.5萬
減碼 GS
-12.1% -US$392.7萬
減碼 MSFT
-2.8% -US$424.1萬
減碼 MS
-10.1% -US$301.4萬
減碼 ORCL
+0.6% -US$218.7萬
持倉地圖
新建倉加碼不變減碼
前十大持股佔比
本季完整持股清單
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 5.59% | -1.27% | -2.85% | |
| 2 | AAPL | Apple INC | 股票-科技 | 5.49% | -0.03% | -2.85% | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.40% | -0.30% | -1.49% | |
| 4 | DELL | Dell Technologies -c | 股票-科技 | 4.38% | +1.29% | -0.80% | |
| 5 | BAC | Bank Of America CORP | 股票-金融 | 4.35% | -0.15% | -0.55% | |
| 6 | WFC | Wells Fargo & Co | 股票-金融 | 4.22% | -0.31% | -0.48% | |
| 7 | MS | Morgan Stanley | 股票-金融 | 4.11% | -0.89% | -10.14% | |
| 8 | DIS | Walt Disney Co/the | 股票-通訊服務 | 4.11% | -0.34% | -0.46% | |
| 9 | GS | Goldman Sachs Group INC | 股票-金融 | 4.08% | -1.28% | -12.06% | |
| 10 | JPM | Jpmorgan Chase & Co | 股票-金融 | 4.01% | -0.04% | -1.00% | |
| 11 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 3.92% | -0.42% | -14.35% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.76% | +0.17% | +0.05% | |
| 13 | AIG | American International Group | 股票-金融 | 3.72% | -0.17% | -0.69% | |
| 14 | MPC | Marathon Petroleum CORP | 股票-能源 | 3.69% | +1.42% | -1.18% | |
| 15 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.56% | -0.07% | -2.54% | |
| 16 | AXP | American Express Co | 股票-金融 | 3.52% | -0.43% | -0.44% | |
| 17 | ORCL | Oracle CORP | 股票-科技 | 3.13% | -0.64% | +0.56% | |
| 18 | RTX | Rtx CORP | 股票-工業 | 3.11% | +0.36% | -1.90% | |
| 19 | ABBV | Abbvie INC | 股票-醫療保健 | 2.73% | +0.09% | -0.84% | |
| 20 | CVS | Cvs Health CORP | 股票-醫療保健 | 2.36% | -0.04% | -0.79% | |
| 21 | TRIP | Tripadvisor INC | 股票-其他 | 2.29% | +0.14% | +32.53% | |
| 22 | CSX | Csx CORP | 股票-工業 | 2.11% | +0.40% | -0.50% | |
| 23 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 2.05% | — | -0.40% | |
| 24 | PM | Philip Morris International | 股票-非循環性消費 | 1.82% | +0.20% | -0.48% | |
| 25 | PSX | Phillips 66 | 股票-能源 | 1.73% | +0.61% | -0.43% | |
| 26 | RH | Rh | 股票-循環性消費 | 1.69% | -0.41% | -5.88% | |
| 27 | MCD | Mcdonald's CORP | 股票-循環性消費 | 1.63% | +0.17% | — | |
| 28 | T | At&t INC | 股票-通訊服務 | 1.19% | +0.24% | -1.96% | |
| 29 | COP | Conocophillips | 股票-能源 | 1.12% | +0.39% | -0.69% | |
| 30 | BA | Boeing Co/the | 股票-工業 | 1.09% | -0.01% | -1.37% | |
| 31 | VZ | Verizon Communications INC | 股票-通訊服務 | 1.04% | +0.27% | — | |
| 32 | PEP | Pepsico INC | 股票-非循環性消費 | 0.96% | +0.14% | -0.95% | |
| 33 | NVDA | Nvidia CORP | 股票-科技 | 0.88% | +0.88% | NEW | |
| 34 | USB | US Bancorp | 股票-金融 | 0.79% | +0.05% | — | |
| 35 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.66% | +0.06% | -0.52% | |
| 36 | PFE | Pfizer INC | 股票-醫療保健 | 0.39% | +0.06% | -2.61% | |
| 37 | ARCC | Ares Capital CORP | 股票-金融 | 0.19% | +0.01% | +7.45% | |
| 38 | OBDC | Blue Owl Capital CORP | 股票-金融 | 0.13% | +0.01% | +11.68% |
申報總市值趨勢
產業配置
歷年產業分布趨勢
季度歷史總覽
| 季度 | 持股檔數 | 總市值 | 穩定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 38 | US$2.2億 | 18 | |
| 2025-12-31 | 38 | US$2.4億 | 13 | |
| 2025-09-30 | 38 | US$2.4億 | 25 | |
| 2025-06-30 | 39 | US$2.3億 | 0 | |
| 2025-03-31 | 36 | US$1.9億 | 100 | |
| 2024-12-31 | 38 | US$2.1億 | 0 | |
| 2024-09-30 | 52 | US$2.0億 | 0 | |
| 2024-06-30 | 51 | US$1.9億 | 0 | |
| 2024-03-31 | 76 | US$2.4億 | 0 | |
| 2023-12-31 | 114 | US$2.8億 | 0 | |
| 2023-09-30 | 77 | US$2.2億 | 0 | |
| 2023-06-30 | 78 | US$2.3億 | 0 | |
| 2023-03-31 | 72 | US$2.1億 | 0 | |
| 2022-12-31 | 70 | US$2.1億 | 0 | |
| 2022-09-30 | 177 | US$2.0億 | 0 | |
| 2022-06-30 | 189 | US$2.3億 | 0 | |
| 2022-03-31 | 178 | US$2.8億 | 0 | |
| 2021-12-31 | 221 | US$3.4億 | 0 | |
| 2021-09-30 | 282 | US$2.6億 | 0 | |
| 2021-06-30 | 242 | US$1.8億 | 99 | |
| 2021-03-31 | 236 | US$1.7億 | 73 | |
| 2020-12-31 | 229 | US$1.7億 | 0 |
本季持股變動
DCM Advisors, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Nvidia CORP (NVDA); 清倉: Global Business Travel Group (GBTG); 減碼: Marathon Petroleum CORP (MPC) — 股數 -1.18%; 減碼: Dell Technologies -c (DELL) — 股數 -0.80%; 減碼: Goldman Sachs Group INC (GS) — 股數 -12.06%.
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MPC | Marathon Petroleum CORP | +1.4% | -1.18% | 減碼 |
| 2 | DELL | Dell Technologies -c | +1.3% | -0.80% | 減碼 |
| 3 | PSX | Phillips 66 | +0.6% | -0.43% | 減碼 |
| 4 | CSX | Csx CORP | +0.4% | -0.50% | 減碼 |
| 5 | COP | Conocophillips | +0.4% | -0.69% | 減碼 |
| 6 | RTX | Rtx CORP | +0.4% | -1.90% | 減碼 |
| 7 | VZ | Verizon Communications INC | +0.3% | — | 不變 |
| 8 | T | At&t INC | +0.2% | -1.96% | 減碼 |
| 9 | PM | Philip Morris International | +0.2% | -0.48% | 減碼 |
| 10 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +0.05% | 加碼 |
| 11 | MCD | Mcdonald's CORP | +0.2% | — | 不變 |
| 12 | TRIP | Tripadvisor INC | +0.1% | +32.53% | 加碼 |
| 13 | PEP | Pepsico INC | +0.1% | -0.95% | 減碼 |
| 14 | ABBV | Abbvie INC | +0.1% | -0.84% | 減碼 |
| 15 | PFE | Pfizer INC | +0.1% | -2.61% | 減碼 |
| 16 | PG | Procter & Gamble Co/the | +0.1% | -0.52% | 減碼 |
| 17 | USB | US Bancorp | +0.1% | — | 不變 |
| 18 | ARCC | Ares Capital CORP | 0% | +7.45% | 加碼 |
| 19 | OBDC | Blue Owl Capital CORP | 0% | +11.68% | 加碼 |
| 20 | GOOG | Alphabet Inc-cl C | — | -0.40% | 減碼 |
| 21 | BA | Boeing Co/the | 0% | -1.37% | 減碼 |
| 22 | AAPL | Apple INC | 0% | -2.85% | 減碼 |
| 23 | JPM | Jpmorgan Chase & Co | 0% | -1.00% | 減碼 |
| 24 | CVS | Cvs Health CORP | 0% | -0.79% | 減碼 |
| 25 | GOOGL | Alphabet Inc-cl A | -0.1% | -2.54% | 減碼 |
| 26 | BAC | Bank Of America CORP | -0.2% | -0.55% | 減碼 |
| 27 | AIG | American International Group | -0.2% | -0.69% | 減碼 |
| 28 | META | Meta Platforms Inc-class A | -0.3% | -1.49% | 減碼 |
| 29 | WFC | Wells Fargo & Co | -0.3% | -0.48% | 減碼 |
| 30 | DIS | Walt Disney Co/the | -0.3% | -0.46% | 減碼 |
| 31 | RH | Rh | -0.4% | -5.88% | 減碼 |
| 32 | CMCSA | Comcast Corp-class A | -0.4% | -14.35% | 減碼 |
| 33 | AXP | American Express Co | -0.4% | -0.44% | 減碼 |
| 34 | ORCL | Oracle CORP | -0.6% | +0.56% | 加碼 |
| 35 | MS | Morgan Stanley | -0.9% | -10.14% | 減碼 |
| 36 | MSFT | Microsoft CORP | -1.3% | -2.85% | 減碼 |
| 37 | GS | Goldman Sachs Group INC | -1.3% | -12.06% | 減碼 |
| 38 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 39 | GBTG | Global Business Travel Group | — | EXIT | 清倉 |
FAQ
DCM Advisors, LLC 是什麼機構？屬於哪種投資人類型？
DCM Advisors, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$2.2億，分佈在 38 個已申報部位之中。
DCM Advisors, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，DCM Advisors, LLC 按市值排列的前幾大持股為：
1. Microsoft CORP (MSFT) — US$1229.6萬 (5.6%)
2. Apple INC (AAPL) — US$1206.3萬 (5.5%)
3. Meta Platforms Inc-class A (META) — US$967.0萬 (4.4%)
4. Dell Technologies -c (DELL) — US$963.1萬 (4.4%)
5. Bank Of America CORP (BAC) — US$955.7萬 (4.3%)
DCM Advisors, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，DCM Advisors, LLC 共進行了 36 項顯著調整：新建倉 1 個部位、加碼 5 個既有持股、減碼 29 個部位，並完全清倉 1 個持股。 其中幅度最大的異動：新建倉: Nvidia CORP (NVDA); 清倉: Global Business Travel Group (GBTG); 減碼: Marathon Petroleum CORP (MPC) — 股數 -1.18%; 減碼: Dell Technologies -c (DELL) — 股數 -0.80%; 減碼: Goldman Sachs Group INC (GS) — 股數 -12.06%
DCM Advisors, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，DCM Advisors, LLC 的主要板塊分佈如下：
• Financials: 33.6%
• Communication Services: 20.7%
• Information Technology: 19.9%
• Energy: 6.7%
• Industrials: 6.5%
• Health Care: 5.6%
同行推薦
資產規模相近的機構
EF
E Fund Management (Hong Kong) Co., Ltd.
申報總市值
US$2.2億
491 stks
2026-03-31
集中度18.8
持倉穩定性45.8
產業集中度71.6
資產規模與本機構相差僅 0.0%
查看詳情
WD
Woodward Diversified Capital, LLC
申報總市值
US$2.2億
181 stks
2026-03-31
集中度10.9
持倉穩定性24.8
產業集中度50.9
資產規模與本機構相差僅 0.0%
查看詳情
RM
Radcliff Management LLC
申報總市值
US$2.2億
1 stks
2026-03-31
集中度100.0
持倉穩定性34.7
產業集中度0.0
資產規模與本機構相差僅 0.0%
查看詳情
風格推薦
持倉風格相似的機構
DF
Dimensional Fund Advisors LP
申報總市值
US$4813.9億
13,635 stks
2026-03-31
集中度1.9
持倉穩定性15.2
產業集中度38.0
前五大持倉重疊 3/5 檔，同樣重倉 Apple INC
查看詳情
CC
Campbell Capital Management INC
申報總市值
US$2.1億
31 stks
2026-03-31
集中度42.2
持倉穩定性60.5
產業集中度96.7
前五大持倉重疊 3/5 檔，同樣重倉 Apple INC
查看詳情
HH
Hsbc Holdings PLC
申報總市值
US$1915.6億
8,884 stks
2026-03-31
集中度7.0
持倉穩定性22.4
產業集中度73.2
前五大持倉重疊 3/5 檔，同樣重倉 Microsoft CORP
查看詳情