DA
Dover Advisors, LLC
分散型投资策略趋势追踪型高品质投资策略
申报总市值
US$2.4亿
申报季度: 2026-03-31 · 持股只数: 159
DOVER ADVISORS, LLC在最新一期 13F 报告中披露了 159 项持股，申报期为 2026-03-31，总持股市值约为 US$2.4亿，季度换手率为 19.4%。
机构性格雪花图
- 集中度
- 7.83
- 持仓稳定性
- 19.38
- 动能／逆势
- 100
- 行业集中度
- 43.84
- 多样化
- 100
- 仓位均衡度
- 85.42
近期动向
加仓 SHV
+122.9% US$618.4万
减仓 MSFT
-6.1% -US$505.4万
减仓 AAPL
-13.4% -US$345.4万
加仓 XOM
-3.5% US$133.4万
加仓 KLAC
-1.0% US$82.2万
加仓 CVX
-0.9% US$74.7万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 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 | AAPL | Apple INC | 股票-科技 | 6.01% | -0.96% | -13.45% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.33% | -1.62% | -6.14% | |
| 3 | SHV | Ishares 0-1 Year Treasury Bo | ETF-政府公债 | 4.63% | +2.69% | +122.92% | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 4.46% | +0.07% | — | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 3.65% | -0.32% | -6.23% | |
| 6 | JPM | Jpmorgan Chase & Co | 股票-金融 | 2.66% | -0.15% | -3.00% | |
| 7 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.41% | -0.17% | -3.11% | |
| 8 | XOM | Exxon Mobil CORP | 股票-能源 | 2.08% | +0.65% | -3.50% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 2.04% | +0.45% | -0.98% | |
| 10 | RTX | Rtx CORP | 股票-工业 | 1.93% | — | -3.89% | |
| 11 | ETN | Eaton Corporation plc | 股票-工业 | 1.92% | +0.31% | -0.58% | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.82% | — | -4.78% | |
| 13 | HON | Honeywell International INC | 股票-工业 | 1.77% | +0.29% | -3.59% | |
| 14 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.64% | -0.23% | -25.15% | |
| 15 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.48% | -0.32% | -18.78% | |
| 16 | SCHO | Schwab Short-term US Treas | ETF-其他 | 1.44% | -0.04% | -8.76% | |
| 17 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.36% | — | -14.48% | |
| 18 | CVX | Chevron CORP | 股票-能源 | 1.20% | +0.36% | -0.92% | |
| 19 | PANW | Palo Alto Networks INC | 股票-科技 | 1.16% | -0.18% | -6.42% | |
| 20 | AVGO | Broadcom INC | 股票-科技 | 1.13% | -0.12% | -5.27% | |
| 21 | DUK | Duke Energy CORP | 股票-公用事业 | 1.13% | — | -1.98% | |
| 22 | PH | Parker Hannifin CORP | 股票-工业 | 1.07% | — | -0.17% | |
| 23 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.07% | -0.14% | +1.13% | |
| 24 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.04% | — | -3.34% | |
| 25 | PEP | Pepsico INC | 股票-非周期性消费 | 1.02% | — | +0.09% | |
| 26 | ASML | ASML Holding N.V. | 股票-科技 | 1.01% | +0.22% | -3.82% | |
| 27 | AXP | American Express Co | 股票-金融 | 0.98% | -0.16% | -1.38% | |
| 28 | LOW | Lowe's Cos INC | 股票-周期性消费 | 0.96% | — | -2.69% | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.96% | — | +28.50% | |
| 30 | UDR | Udr INC | 股票-房地产 | 0.96% | -0.23% | -18.32% | |
| 31 | NEE | Nextera Energy INC | 股票-公用事业 | 0.94% | +0.17% | -1.08% | |
| 32 | HD | Home Depot INC | 股票-周期性消费 | 0.88% | -0.06% | -8.13% | |
| 33 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.88% | -0.15% | -10.18% | |
| 34 | UBER | Uber Technologies INC | 股票-工业 | 0.83% | -0.11% | -6.92% | |
| 35 | IBM | Intl Business Machines CORP | 股票-科技 | 0.81% | -0.16% | -4.20% | |
| 36 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 0.81% | -0.14% | -6.22% | |
| 37 | NFLX | Netflix INC | 股票-通信服务 | 0.78% | +0.16% | +15.57% | |
| 38 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.78% | — | -7.98% | |
| 39 | EXPE | Expedia Group INC | 股票-周期性消费 | 0.71% | -0.15% | -5.94% | |
| 40 | PM | Philip Morris International | 股票-非周期性消费 | 0.69% | — | -0.20% | |
| 41 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.67% | — | -1.03% | |
| 42 | INGR | Ingredion INC | 股票-非周期性消费 | 0.65% | — | — | |
| 43 | EMR | Emerson Electric Co | 股票-工业 | 0.65% | — | -0.95% | |
| 44 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.64% | -0.11% | -2.69% | |
| 45 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.61% | -0.07% | -1.23% | |
| 46 | ABBV | Abbvie INC | 股票-医疗保健 | 0.61% | — | -2.94% | |
| 47 | ORCL | Oracle CORP | 股票-科技 | 0.60% | -0.18% | -4.03% | |
| 48 | MRK | Merck & Co. INC. | 股票-医疗保健 | 0.57% | — | -11.30% | |
| 49 | APD | Air Products & Chemicals INC | 股票-原材料 | 0.55% | — | -0.95% | |
| 50 | CRM | Salesforce INC | 股票-科技 | 0.53% | -0.16% | +2.89% |
1–50 of 159
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 159 | US$2.4亿 | 19 | |
| 2025-12-31 | 165 | US$2.6亿 | 14 | |
| 2025-09-30 | 165 | US$2.5亿 | 27 | |
| 2025-06-30 | 163 | US$2.3亿 | 0 | |
| 2025-03-31 | 162 | US$2.3亿 | 0 | |
| 2024-12-31 | 129 | US$1.7亿 | 0 | |
| 2024-09-30 | 133 | US$1.8亿 | 0 | |
| 2024-06-30 | 126 | US$1.6亿 | 0 | |
| 2024-03-31 | 113 | US$1.5亿 | 0 | |
| 2023-12-31 | 81 | US$7604.2万 | 0 | |
| 2023-09-30 | 101 | US$9883.8万 | 0 | |
| 2023-06-30 | 104 | US$1.1亿 | 0 | |
| 2023-03-31 | 96 | US$1.0亿 | 0 | |
| 2022-12-31 | 93 | US$9274.6万 | 0 |
本季持股变动
Dover Advisors, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Chemours Co/the (CC); 清仓: Redwire CORP (RDW); 新建仓: Everspin Technologies INC (MRAM); 清仓: Atlantic Union Bankshares Co (AUB); 清仓: Lockheed Martin CORP (LMT).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SHV | Ishares 0-1 Year Treasury Bo | +2.7% | +122.92% | 加仓 |
| 2 | XOM | Exxon Mobil CORP | +0.7% | -3.50% | 减仓 |
| 3 | KLAC | Kla CORP | +0.5% | -0.98% | 减仓 |
| 4 | CVX | Chevron CORP | +0.4% | -0.92% | 减仓 |
| 5 | ETN | Eaton Corporation plc | +0.3% | -0.58% | 减仓 |
| 6 | HON | Honeywell International INC | +0.3% | -3.59% | 减仓 |
| 7 | ASML | ASML Holding N.V. | +0.2% | -3.82% | 减仓 |
| 8 | NEE | Nextera Energy INC | +0.2% | -1.08% | 减仓 |
| 9 | NFLX | Netflix INC | +0.2% | +15.57% | 加仓 |
| 10 | BRK-A | Berkshire Hathaway Inc-cl A | +0.1% | — | 不变 |
| 11 | SCHO | Schwab Short-term US Treas | 0% | -8.76% | 减仓 |
| 12 | HD | Home Depot INC | -0.1% | -8.13% | 减仓 |
| 13 | LLY | Eli Lilly & Co | -0.1% | -1.23% | 减仓 |
| 14 | KNSL | Kinsale Capital Group INC | -0.1% | -17.10% | 减仓 |
| 15 | GE | General Electric | -0.1% | -26.26% | 减仓 |
| 16 | FSK | Fs Kkr Capital CORP | -0.1% | -19.89% | 减仓 |
| 17 | NSC | Norfolk Southern CORP | -0.1% | -33.04% | 减仓 |
| 18 | UBER | Uber Technologies INC | -0.1% | -6.92% | 减仓 |
| 19 | UNH | Unitedhealth Group INC | -0.1% | -2.69% | 减仓 |
| 20 | ACN | Accenture plc | -0.1% | -0.86% | 减仓 |
| 21 | GOOG | Alphabet Inc-cl C | -0.1% | -18.61% | 减仓 |
| 22 | AVGO | Broadcom INC | -0.1% | -5.27% | 减仓 |
| 23 | CME | Cme Group INC | -0.1% | -29.36% | 减仓 |
| 24 | ABT | Abbott Laboratories | -0.1% | +1.13% | 加仓 |
| 25 | TMO | Thermo Fisher Scientific INC | -0.1% | -6.22% | 减仓 |
| 26 | JPM | Jpmorgan Chase & Co | -0.2% | -3.00% | 减仓 |
| 27 | EXPE | Expedia Group INC | -0.2% | -5.94% | 减仓 |
| 28 | IWY | Ishares Russell Top 200 Grow | -0.2% | -10.18% | 减仓 |
| 29 | AXP | American Express Co | -0.2% | -1.38% | 减仓 |
| 30 | IBM | Intl Business Machines CORP | -0.2% | -4.20% | 减仓 |
| 31 | CRM | Salesforce INC | -0.2% | +2.89% | 加仓 |
| 32 | AMZN | Amazon.com INC | -0.2% | -3.11% | 减仓 |
| 33 | PANW | Palo Alto Networks INC | -0.2% | -6.42% | 减仓 |
| 34 | ORCL | Oracle CORP | -0.2% | -4.03% | 减仓 |
| 35 | UBSI | United Bankshares INC | -0.2% | -36.61% | 减仓 |
| 36 | MRSH | Marsh & Mclennan Cos | -0.2% | -36.45% | 减仓 |
| 37 | TFC | Truist Financial CORP | -0.2% | -47.38% | 减仓 |
| 38 | KO | Coca-cola Co/the | -0.2% | -25.15% | 减仓 |
| 39 | UDR | Udr INC | -0.2% | -18.32% | 减仓 |
| 40 | GOOGL | Alphabet Inc-cl A | -0.3% | -6.23% | 减仓 |
| 41 | BRK-B | Berkshire Hathaway Inc-cl B | -0.3% | -18.78% | 减仓 |
| 42 | AAPL | Apple INC | -1% | -13.45% | 减仓 |
| 43 | MSFT | Microsoft CORP | -1.6% | -6.14% | 减仓 |
| 44 | CC | Chemours Co/the | — | EXIT | 清仓 |
| 45 | RDW | Redwire CORP | — | EXIT | 清仓 |
| 46 | MRAM | Everspin Technologies INC | — | NEW | 新建仓 |
| 47 | AUB | Atlantic Union Bankshares Co | — | EXIT | 清仓 |
| 48 | LMT | Lockheed Martin CORP | — | EXIT | 清仓 |
| 49 | INOD | Innodata INC | — | NEW | 新建仓 |
| 50 | SPG | Simon Property Group INC | — | EXIT | 清仓 |
FAQ
Dover Advisors, LLC 是什么机构？属于哪种投资人类型？
Dover Advisors, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$2.4亿，分布在 159 个已申报仓位之中。
Dover Advisors, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Dover Advisors, LLC 按市值排列的前几大持股为：
1. Apple INC (AAPL) — US$1453.5万 (6.0%)
2. Microsoft CORP (MSFT) — US$1289.5万 (5.3%)
3. Ishares 0-1 Year Treasury Bo (SHV) — US$1119.4万 (4.6%)
4. Berkshire Hathaway Inc-cl A (BRK-A) — US$1077.2万 (4.5%)
5. Alphabet Inc-cl A (GOOGL) — US$882.8万 (3.6%)
Dover Advisors, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Dover Advisors, LLC 共进行了 49 项显著调整：新建仓 2 个仓位、加仓 4 个既有持股、减仓 38 个仓位，并完全清仓 5 个持股。 其中幅度最大的异动：清仓: Chemours Co/the (CC); 清仓: Redwire CORP (RDW); 新建仓: Everspin Technologies INC (MRAM); 清仓: Atlantic Union Bankshares Co (AUB); 清仓: Lockheed Martin CORP (LMT)
Dover Advisors, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Dover Advisors, LLC 的主要板块分布如下：
• Information Technology: 27.9%
• Industrials: 14.6%
• Financials: 12.5%
• Communication Services: 9.1%
• Consumer Staples: 8.3%
• Health Care: 7.9%
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