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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
$365.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q3
21Q2
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 96 项
建仓 3
增持 47
减持 43
清仓 3
方向
标的
Δ市值
现股数(环比)
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$11.9M
426,921
清仓
FMB
FIRST TR EXCHANGE-TRADED FD
-$2.6M
0
-100%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.3M
25,173
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VYM
VANGUARD WHITEHALL FDS
+$2.3M
213,371
+1%
增持
VB
VANGUARD INDEX FDS
+$2.1M
71,505
+5%
增持
FBND
FIDELITY MERRIMACK STR TR
+$1.4M
404,100
+4%
减持
AAPL
APPLE INC
+$1.3M
60,945
-0%
减持
TSLA
TESLA INC
+$1.2M
19,668
-1%
增持
IVV
ISHARES TR
+$1.2M
34,926
+1%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$1.1M
599,639
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$889.9K
9,020
+5%
增持
VCEB
VANGUARD WORLD FD
+$724.1K
170,341
+2%
减持
RSP
INVESCO EXCHANGE TRADED FD T
+$704.3K
51,158
-1%
增持
META
META PLATFORMS INC
+$691.0K
5,827
+11%
增持
NUSC
NUSHARES ETF TR
+$685.5K
93,851
+11%
减持
TQQQ
PROSHARES TR
-$652.9K
31,369
-21%
减持
VOO
VANGUARD INDEX FDS
+$643.9K
26,988
-1%
减持
VUG
VANGUARD INDEX FDS
+$628.2K
74,469
-0%
减持
HD
HOME DEPOT INC
+$550.3K
13,515
-6%
增持
RTX
RTX CORPORATION
+$492.9K
23,019
+1%
增持
VSGX
VANGUARD WORLD FD
+$465.6K
58,751
+7%
减持
GOOG
ALPHABET INC
-$429.3K
24,621
-1%
减持
NVDA
NVIDIA CORPORATION
-$413.4K
63,493
-3%
减持
ABBV
ABBVIE INC
+$409.7K
16,180
-0%
增持
AVGO
BROADCOM INC
+$368.7K
28,696
+906%
增持
GOOGL
ALPHABET INC
-$332.3K
21,752
+1%
减持
WMT
WALMART INC
+$313.2K
25,222
-1%
增持
UNP
UNION PAC CORP
+$295.0K
9,822
+5%
减持
MRK
MERCK & CO INC
-$293.5K
11,943
-10%
增持
MSFT
MICROSOFT CORP
-$269.5K
19,671
+1%
清仓
—
CHUBB LIMITED
-$267.6K
0
-100%
增持
AMZN
AMAZON COM INC
-$265.7K
39,060
+0%
增持
XEL
XCEL ENERGY INC
+$252.3K
19,730
+2%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$248.7K
15,269
+31%
清仓
BA
BOEING CO
-$238.4K
0
-100%
增持
CRM
SALESFORCE INC
+$233.5K
8,067
+5%
减持
LMT
LOCKHEED MARTIN CORP
+$224.7K
1,947
-0%
增持
—
ACCENTURE PLC IRELAND
+$223.9K
3,932
+2%
减持
GILD
GILEAD SCIENCES INC
-$211.9K
3,213
-54%
减持
MA
MASTERCARD INCORPORATED
+$200.9K
4,672
-2%
建仓
IJH
ISHARES TR
+$200.2K
3,212
增持
LLY
ELI LILLY & CO
+$193.1K
2,507
+12%
减持
CMCSA
COMCAST CORP NEW
-$177.1K
11,557
-31%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$171.1K
7,882
+50%
减持
VO
VANGUARD INDEX FDS
+$170.2K
8,145
-0%
减持
ORCL
ORACLE CORP
+$167.7K
5,767
-0%
增持
ENSG
ENSIGN GROUP INC
+$166.8K
7,090
+3%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$166.4K
2,968
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$165.4K
20,740
-0%
减持
PYPL
PAYPAL HLDGS INC
+$163.9K
9,676
-5%
增持
NEE
NEXTERA ENERGY INC
+$157.1K
11,369
+0%
减持
—
LINDE PLC
+$151.6K
4,373
-1%
增持
GLD
SPDR GOLD TR
+$145.2K
4,825
+1%
减持
—
LAM RESEARCH CORP
-$143.9K
574
-0%
增持
ABT
ABBOTT LABS
+$130.0K
12,799
+0%
减持
COST
COSTCO WHSL CORP NEW
+$128.0K
4,143
-1%
增持
V
VISA INC
+$123.5K
9,220
+0%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$117.6K
60,766
+6%
增持
CVX
CHEVRON CORP NEW
-$103.8K
15,706
+2%
减持
PG
PROCTER AND GAMBLE CO
+$100.0K
12,469
-0%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$98.2K
2,575
+0%
减持
JNJ
JOHNSON & JOHNSON
+$95.9K
6,102
-0%
增持
GLDM
WORLD GOLD TR
+$89.5K
7,428
+15%
减持
DHR
DANAHER CORPORATION
+$88.6K
3,190
-0%
增持
MCK
MCKESSON CORP
-$87.4K
1,040
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$78.3K
24,257
-1%
增持
MDLZ
MONDELEZ INTL INC
+$77.9K
7,647
+3%
增持
UBER
UBER TECHNOLOGIES INC
+$77.7K
14,860
+4%
增持
GWW
GRAINGER W W INC
+$77.3K
546
+1%
增持
AMGN
AMGEN INC
+$76.8K
5,436
+1%
减持
COIN
COINBASE GLOBAL INC
-$76.1K
1,535
-2%
减持
QQQ
INVESCO QQQ TR
+$73.5K
9,666
-0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$69.9K
1,175
-1%
减持
URI
UNITED RENTALS INC
+$65.2K
428
-2%
减持
MCO
MOODYS CORP
+$62.0K
1,296
-1%
增持
LOW
LOWES COS INC
+$57.9K
1,131
+0%
减持
SBUX
STARBUCKS CORP
+$57.6K
4,159
-7%
减持
NFLX
NETFLIX INC
+$56.9K
2,596
-2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$52.6K
11,318
+8%
减持
SHY
ISHARES TR
-$51.5K
7,710
-9%
增持
KO
COCA COLA CO
+$50.4K
4,902
+3%
减持
GBTC
GRAYSCALE BITCOIN TR BTC
-$42.8K
4,663
-11%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$41.0K
11,635
+1%
减持
NULG
NUSHARES ETF TR
+$39.3K
85,830
-1%
减持
GIS
GENERAL MLS INC
+$36.1K
6,146
-7%
减持
NKE
NIKE INC
+$28.6K
3,304
-5%
减持
MINT
PIMCO ETF TR
-$24.7K
10,105
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$21.7K
9,620
+0%
增持
PEP
PEPSICO INC
+$15.8K
3,036
+0%
增持
—
EXXON MOBIL CORP
+$11.3K
2,762
+2%
增持
DIS
DISNEY WALT CO
-$11.3K
10,662
+2%
减持
PTC
PTC INC
-$9.5K
1,324
-3%
减持
CMF
ISHARES TR
+$7.4K
41,129
-2%
减持
TXN
TEXAS INSTRS INC
+$6.5K
1,845
-4%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.0K
6,053
+1%
增持
NUE
NUCOR CORP
-$2.3K
3,031
+5%