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DeDora Capital, Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

DeDora Capital, Inc.

报告期 2026-03-31 · CIK 0001717658

持仓数

123

前50大市值合计

$365.2M

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*

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$31.1M

210,147

8.5%

VUG VANGUARD INDEX FDS

GROWTH ETF

$28.8M

65,934

7.9%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$26.1M

571,151

7.1%

IVV ISHARES TR

CORE S&P500 ETF

$23.3M

35,652

6.4%

VB VANGUARD INDEX FDS

SMALL CP ETF

$20.8M

79,562

5.7%

CGXU CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI

$17.8M

603,966

4.9%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$14.3M

23,913

3.9%

AAPL APPLE INC

COM

$13.8M

54,421

3.8%

VCEB VANGUARD WORLD FD

ESG US CORP BD

$11.1M

177,260

3.0%

RSP INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT

$8.9M

46,538

2.4%

NVDA NVIDIA CORPORATION

COM

$8.4M

47,944

2.3%

JEPI J P MORGAN EXCHANGE TRADED F

EQUITY PREMIUM

$8.0M

141,476

2.2%

AMZN AMAZON COM INC

COM

$7.6M

36,588

2.1%

NULG NUSHARES ETF TR

NUVEEN ESG LRGCP

$7.1M

77,638

1.9%

MSFT MICROSOFT CORP

COM

$7.0M

18,783

1.9%

TSLA TESLA INC

COM

$6.8M

18,356

1.9%

GOOG ALPHABET INC

CAP STK CL C

$6.6M

22,944

1.8%

AVGO BROADCOM INC

COM

$6.5M

21,091

1.8%

GLDM WORLD GOLD TR

SPDR GLD MINIS

$6.4M

68,561

1.7%

NUSC NUSHARES ETF TR

NUVEEN ESG SMLCP

$6.1M

134,321

1.7%

GOOGL ALPHABET INC

CAP STK CL A

$5.9M

20,509

1.6%

QQQ INVESCO QQQ TR

UNIT SER 1

$5.6M

9,720

1.5%

JPM JPMORGAN CHASE & CO

COM

$5.5M

18,608

1.5%

HELO J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA

$4.8M

75,312

1.3%

SPDW SPDR INDEX SHS FDS

STATE STREET SPD

$4.8M

104,837

1.3%

HD HOME DEPOT INC

COM

$4.5M

13,711

1.2%

VSGX VANGUARD WORLD FD

ESG INTL STK ETF

$4.5M

62,833

1.2%

COST COSTCO WHOLESALE CORPORATION

COM

$4.2M

4,238

1.2%

RTX RTX CORPORATION

COM

$4.0M

20,988

1.1%

CVX CHEVRON CORPORATION

COM

$3.5M

17,094

1.0%

WMT WALMART INC

COM

$3.2M

25,965

0.9%

APP APPLOVIN CORP

COM CL A

$3.2M

8,067

0.9%

ABBV ABBVIE INC

COM

$3.2M

14,699

0.9%

LLY ELI LILLY & CO

COM

$3.1M

3,400

0.9%

META META PLATFORMS INC

CL A

$3.0M

5,331

0.8%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$2.9M

4

0.8%

V VISA INC

COM CL A

$2.8M

9,320

0.8%

CMF ISHARES TR

CALIF MUN BD ETF

$2.8M

49,042

0.8%

UNP UNION PAC CORP

COM

$2.7M

11,085

0.7%

AMGN AMGEN INC

COM

$2.6M

7,382

0.7%

NFLX NETFLIX INC.

COM

$2.5M

26,463

0.7%

CGSD CAPITAL GRP FIXED INCM ETF T

SHORT DURATION

$2.5M

98,429

0.7%

— LINDE PLC

SHS

$2.5M

5,030

0.7%

VO VANGUARD INDEX FDS

MID CAP ETF

$2.3M

8,073

0.6%

MA MASTERCARD INCORPORATED

CL A

$2.3M

4,526

0.6%

UNH UNITEDHEALTH GROUP INC

COM

$2.1M

7,760

0.6%

GLD SPDR GOLD TR

GOLD SHS

$2.1M

4,812

0.6%

TQQQ PROSHARES TR

ULTRAPRO QQQ

$1.9M

45,064

0.5%

PG PROCTER & GAMBLE CO

COM

$1.8M

12,791

0.5%

UPRO PROSHARES TR

ULTRPRO S&P500

$1.8M

18,280

0.5%

* 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

40%前 6 大占比

VYM8.5%VUG7.9%FBND7.1%IVV6.4%VB5.7%CGXU4.9%