Dickmeyer Boyce Financial Management, Inc. 13F 持仓 · 2026年Q3
Dickmeyer Boyce Financial Management 在 2026年Q3(报告期截至 2026-09-30)的 SEC 13F 申报中报告了 127 只证券,申报市值合计 1.95 亿美元。前几大持仓:FBND(5.84%)、AAPL(5.33%)、MSFT(4.17%)。本季前 25 大持仓中:增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | FBND | FIDELITY MERRIMACK STR TR | $11.4M | 5.84% | 263,383 | 增持 |
| 2 | AAPL | APPLE INC | $10.4M | 5.33% | 31,265 | 减持 |
| 3 | MSFT | MICROSOFT CORP | $8.2M | 4.17% | 15,901 | 增持 |
| 4 | SCHD | SCHWAB STRATEGIC TR | $7.9M | 4.02% | 241,399 | 增持 |
| 5 | IWR | ISHARES TR | $7.4M | 3.78% | 69,277 | 增持 |
| 6 | VYM | VANGUARD WHITEHALL FDS | $6.8M | 3.48% | 43,847 | 增持 |
| 7 | DON | WISDOMTREE TR | $6.8M | 3.47% | 125,724 | 增持 |
| 8 | JNJ | JOHNSON & JOHNSON | $5.6M | 2.86% | 21,126 | 减持 |
| 9 | DGRW | WISDOMTREE TR | $5.5M | 2.80% | 56,253 | 增持 |
| 10 | VTEB | VANGUARD MUN BD FDS | $4.9M | 2.53% | 104,240 | 减持 |
| 11 | VTV | VANGUARD INDEX FDS | $4.1M | 2.12% | 19,185 | 增持 |
| 12 | ABBV | ABBVIE INC | $4.0M | 2.04% | 15,232 | 减持 |
| 13 | VYMI | VANGUARD WHITEHALL FDS | $4.0M | 2.04% | 39,368 | 增持 |
| 14 | JPM | JPMORGAN CHASE & CO | $3.7M | 1.89% | 11,185 | 减持 |
| 15 | NVDA | NVIDIA CORPORATION | $3.6M | 1.82% | 15,608 | 增持 |
| 16 | DLN | WISDOMTREE TR | $3.5M | 1.80% | 36,183 | 增持 |
| 17 | VCRB | VANGUARD MALVERN FDS | $3.3M | 1.71% | 45,493 | 增持 |
| 18 | CSCO | CISCO SYS INC | $3.0M | 1.56% | 28,314 | 减持 |
| 19 | DES | WISDOMTREE TR | $3.0M | 1.52% | 78,200 | 增持 |
| 20 | AMZN | AMAZON COM INC | $2.7M | 1.39% | 10,890 | 增持 |
| 21 | VZ | VERIZON COMMUNICATIONS INC | $2.7M | 1.39% | 59,371 | 增持 |
| 22 | SBUX | STARBUCKS CORP | $2.7M | 1.37% | 28,516 | 增持 |
| 23 | GOOG | ALPHABET INC | $2.5M | 1.30% | 7,432 | 减持 |
| 24 | DGRS | WISDOMTREE TR | $2.4M | 1.24% | 43,241 | 增持 |
| 25 | FNDA | SCHWAB STRATEGIC TR | $2.1M | 1.08% | 60,421 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR