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DMKC Advisory Services, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DMKC Advisory Services, LLC
报告期 2026-03-31 · CIK 0001901337
持仓数
84
前50大市值合计
$217.8M
报告期
2026-03-31
当前持仓
调仓
前 50 大持仓
标的
类型
市值
股数
占比*
SCHD
SCHWAB STRATEGIC TR
US DIVIDEND EQ
$10.9M
354,387
5.0%
VHT
VANGUARD WORLD FD
HEALTH CAR ETF
$9.7M
35,613
4.5%
VOO
VANGUARD INDEX FDS
S&P 500 ETF SHS
$8.8M
14,783
4.1%
BAC
BANK AMERICA CORP
COM
$8.7M
178,463
4.0%
DE
DEERE & CO
COM
$8.0M
14,233
3.7%
CAT
CATERPILLAR INC
COM
$7.7M
10,868
3.5%
WFC
WELLS FARGO & CO
COM
$7.1M
88,887
3.2%
USB
US BANCORP
COM NEW
$6.7M
128,983
3.1%
PFG
PRINCIPAL FINANCIAL GROUP IN
COM
$6.6M
72,811
3.0%
JNJ
JOHNSON & JOHNSON
COM
$6.0M
24,744
2.8%
MSFT
MICROSOFT CORP
COM
$5.8M
15,689
2.7%
CMI
CUMMINS INC
COM
$5.7M
10,591
2.6%
MMM
3M CO
COM
$5.3M
36,602
2.4%
VIG
VANGUARD SPECIALIZED FUNDS
DIV APP ETF
$4.9M
22,572
2.2%
VGK
VANGUARD INTL EQUITY INDEX F
FTSE EUROPE ETF
$4.7M
56,891
2.2%
DIA
STATE STR SPDR DOW JONES IND
UT SER 1
$4.6M
9,828
2.1%
VEA
VANGUARD TAX-MANAGED FDS
VAN FTSE DEV MKT
$4.5M
69,715
2.1%
GS
GOLDMAN SACHS GROUP INC
COM
$4.3M
5,071
2.0%
—
EXXON MOBIL CORP
COM
$4.2M
24,785
1.9%
RTX
RTX CORPORATION
COM
$4.1M
21,479
1.9%
VPU
VANGUARD WORLD FD
UTILITIES ETF
$3.9M
19,905
1.8%
—
TOTALENERGIES SE
ACT
$3.9M
42,896
1.8%
VTI
VANGUARD INDEX FDS
TOTAL STK MKT
$3.9M
12,088
1.8%
SHEL
SHELL PLC
SPON ADS
$3.8M
41,008
1.8%
JPM
JPMORGAN CHASE & CO
COM
$3.8M
12,907
1.7%
FDX
FEDEX CORP
COM
$3.7M
10,300
1.7%
CVX
CHEVRON CORPORATION
COM
$3.7M
17,703
1.7%
ABT
ABBOTT LABORATORIES
COM
$3.6M
35,267
1.7%
STT
STATE STR CORP
COM
$3.5M
27,808
1.6%
O
REALTY INCOME CORP
COM
$3.5M
56,741
1.6%
LMT
LOCKHEED MARTIN CORP
COM
$3.4M
5,672
1.6%
—
AMRIZE LTD
SHS
$3.4M
60,609
1.6%
SYY
SYSCO CORP
COM
$3.1M
43,451
1.4%
VTV
VANGUARD INDEX FDS
VALUE ETF
$3.1M
15,739
1.4%
PEP
PEPSICO INC
COM
$3.0M
19,100
1.4%
TGT
TARGET CORP
COM
$2.9M
24,030
1.3%
JGRW
TRUST FOR PROFESSIONAL MANAG
JENSEN QUALITY
$2.8M
115,650
1.3%
PG
PROCTER & GAMBLE CO
COM
$2.8M
19,138
1.3%
PFE
PFIZER INC
COM
$2.7M
97,040
1.3%
LOW
LOWES COS INC
COM
$2.7M
11,428
1.2%
—
MEDTRONIC PLC
SHS
$2.6M
29,993
1.2%
—
EATON CORP PLC
SHS
$2.5M
6,996
1.1%
OTIS
OTIS WORLDWIDE CORP
COM
$2.4M
30,796
1.1%
C
CITIGROUP INC
COM NEW
$2.3M
20,138
1.0%
KMB
KIMBERLY-CLARK CORP
COM
$2.3M
23,349
1.0%
GPC
GENUINE PARTS CO
COM
$2.2M
20,629
1.0%
ALL
ALLSTATE CORP
COM
$2.1M
10,361
1.0%
DEO
DIAGEO PLC
SPON ADR NEW
$2.1M
28,016
1.0%
CGCV
CAPITAL GROUP CONSERVATIVE E
SHS
$2.1M
69,400
0.9%
CGDV
CAPITAL GROUP DIVIDEND VALUE
SHS CREATION UNI
$1.9M
44,468
0.9%
* 占比按本页前 50 大持仓市值合计计算
持仓集中度
按前 50 大市值
25%
前 6 大占比
SCHD
5.0%
VHT
4.5%
VOO
4.1%
BAC
4.0%
DE
3.7%
CAT
3.5%
其他
75.3%
