CIK: 0002107377
申报总市值
US$7695.5万
申报季度: 2026-03-31 · 持股只数: 67
DB&C Advisors, LLC在最新一期 13F 报告中披露了 67 项持股，申报期为 2026-03-31，总持股市值约为 US$7695.5万，季度换手率为 16.7%。
DB&C Advisors, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.033——换算下来相当于约 30 个等权重仓位，明显低于其实际披露的 67 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小相当一致（变异系数为 1.10），显示该机构在资金配置上采取较有纪律、规则化的方式。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
加仓 JPM
+109.3% US$79.7万
减仓 MSFT
+4.2% -US$88.2万
减仓 IBM
+1.3% -US$89.4万
减仓 PLTR
+0.3% -US$84.4万
加仓 CAT
-2.1% US$56.1万
减仓 SHOP
-0.7% -US$65.2万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVGO | Broadcom INC | 股票-科技 | 8.44% | -0.62% | +0.64% | |
| 2 | ABBV | Abbvie INC | 股票-医疗保健 | 5.89% | -0.05% | +0.58% | |
| 3 | IBM | Intl Business Machines CORP | 股票-科技 | 5.64% | -0.92% | +1.32% | |
| 4 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 5.20% | -0.88% | +0.35% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 4.77% | +0.36% | +11.79% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 4.51% | -0.95% | +4.18% | |
| 7 | CAT | Caterpillar INC | 股票-工业 | 4.20% | +0.85% | -2.13% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.02% | +0.66% | +0.10% | |
| 9 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 3.00% | +0.27% | +11.14% | |
| 10 | V | Visa Inc-class A Shares | 股票-金融 | 2.50% | -0.29% | +0.17% | |
| 11 | CFR | Cullen/frost Bankers INC | 股票-金融 | 2.33% | +0.23% | -1.19% | |
| 12 | GILD | Gilead Sciences INC | 股票-医疗保健 | 2.33% | +0.36% | +0.45% | |
| 13 | SHOP | Shopify INC - Class A | 股票-科技 | 2.31% | -0.74% | -0.66% | |
| 14 | EMR | Emerson Electric Co | 股票-工业 | 2.26% | — | +0.31% | |
| 15 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.17% | +1.07% | +109.27% | |
| 16 | ETN | Eaton Corporation plc | 股票-工业 | 2.06% | +0.29% | +0.25% | |
| 17 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.04% | -0.12% | +0.04% | |
| 18 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.98% | — | +0.77% | |
| 19 | VRT | Vertiv Holdings Co-a | 股票-工业 | 1.77% | +0.66% | -0.44% | |
| 20 | CVX | Chevron CORP | 股票-能源 | 1.75% | +0.51% | +0.68% | |
| 21 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.46% | — | +0.44% | |
| 22 | UPS | United Parcel Service-cl B | 股票-工业 | 1.39% | — | +1.30% | |
| 23 | AAPL | Apple INC | 股票-科技 | 1.37% | -0.06% | -0.67% | |
| 24 | DUK | Duke Energy CORP | 股票-公用事业 | 1.34% | +0.19% | +0.42% | |
| 25 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 1.30% | +0.09% | +8.52% | |
| 26 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.24% | +0.14% | — | |
| 27 | FTCS | First Trust Capital Strength | ETF-其他 | 1.16% | -0.05% | -7.74% | |
| 28 | PFE | Pfizer INC | 股票-医疗保健 | 1.13% | -0.03% | -16.41% | |
| 29 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.06% | +0.19% | +0.45% | |
| 30 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.03% | +0.20% | +33.18% | |
| 31 | GPC | Genuine Parts Co | 股票-周期性消费 | 0.95% | -0.11% | +0.23% | |
| 32 | RDVY | First Trust Rising Dividend | ETF-其他 | 0.94% | +0.10% | +8.90% | |
| 33 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 0.91% | — | -1.67% | |
| 34 | VTV | Vanguard Value ETF | ETF-其他 | 0.91% | — | +0.25% | |
| 35 | SO | Southern Co/the | 股票-公用事业 | 0.88% | +0.12% | +0.32% | |
| 36 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.85% | -0.10% | — | |
| 37 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 0.75% | — | -4.15% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.67% | — | -0.25% | |
| 39 | XOM | Exxon Mobil CORP | 股票-能源 | 0.64% | +0.19% | -1.39% | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 0.64% | — | -5.56% | |
| 41 | AMGN | Amgen INC | 股票-医疗保健 | 0.63% | +0.06% | -0.57% | |
| 42 | FITB | Fifth Third Bancorp | 股票-金融 | 0.63% | — | +0.20% | |
| 43 | VZ | Verizon Communications INC | 股票-通信服务 | 0.53% | +0.12% | +0.64% | |
| 44 | FVD | First Trust Value Line Dvd | ETF-其他 | 0.50% | — | -4.49% | |
| 45 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.50% | -0.03% | +0.00% | |
| 46 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.48% | +0.08% | +0.72% | |
| 47 | GIS | General Mills INC | 股票-非周期性消费 | 0.44% | -0.24% | -21.31% | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.42% | -0.01% | -8.94% | |
| 49 | BLK | Blackrock INC | 股票-金融 | 0.41% | -0.03% | +0.31% | |
| 50 | CSCO | Cisco Systems INC | 股票-科技 | 0.40% | — | +0.43% |
Q3 2026表现
+1.1%
近4个季度表现
+7.1%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的83%）计算
DB&C Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Applovin Corp-class A (APP); 新建仓: Schwab US Dvd Equity ETF (SCHD); 清仓: Ishares Russell 1000 Growth (IWF); 新建仓: Lam Research CORP (LRCX); 新建仓: Ionq INC (IONQ).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-24 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-11 | 13F-HR | 在 EDGAR 上查看 |
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