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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 109 项
建仓 11
增持 41
减持 54
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
VUG
VANGUARD INDEX FDS
-$3.8M
65,934
-1%
减持
MSFT
MICROSOFT CORP
-$2.2M
18,783
-0%
增持
GLDM
WORLD GOLD TR
+$1.7M
68,561
+25%
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。
减持
AAPL
APPLE INC
-$1.5M
54,421
-3%
减持
TSLA
TESLA INC
-$1.4M
18,356
-0%
减持
IVV
ISHARES TR
-$1.1M
35,652
-0%
减持
AVGO
BROADCOM INC
-$980.1K
21,091
-3%
减持
VOO
VANGUARD INDEX FDS
-$947.0K
23,913
-2%
减持
GOOG
ALPHABET INC
-$915.5K
22,944
-4%
减持
CVX
CHEVRON CORPORATION
+$904.3K
17,094
-1%
减持
AMZN
AMAZON COM INC
-$854.6K
36,588
-0%
增持
VCEB
VANGUARD WORLD FD
+$818.2K
177,260
+9%
增持
VSGX
VANGUARD WORLD FD
+$733.6K
62,833
+19%
减持
NVDA
NVIDIA CORPORATION
-$730.7K
47,944
-2%
减持
FBND
FIDELITY MERRIMACK STR TR
-$687.8K
571,151
-2%
增持
—
LINDE PLC
+$656.4K
5,030
+17%
建仓
CVSB
MORGAN STANLEY ETF TRUST
+$633.7K
12,522
减持
GOOGL
ALPHABET INC
-$614.6K
20,509
-1%
减持
JPM
JPMORGAN CHASE & CO
-$594.5K
18,608
-1%
减持
CRM
SALESFORCE INC
-$591.7K
7,170
-2%
减持
COST
COSTCO WHOLESALE CORPORATION
+$563.6K
4,238
-0%
减持
TQQQ
PROSHARES TR
-$540.0K
45,064
-2%
减持
LLY
ELI LILLY & CO
-$536.7K
3,400
-0%
减持
META
META PLATFORMS INC
-$508.8K
5,331
-1%
增持
VB
VANGUARD INDEX FDS
+$495.2K
79,562
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$490.4K
7,760
-1%
建仓
—
ASTRAZENECA PLC
+$440.4K
2,233
减持
ADBE
ADOBE INC
-$425.2K
929
-50%
增持
V
VISA INC
-$422.3K
9,320
+1%
建仓
XJR
ISHARES TR
+$413.1K
9,489
清仓
—
ASTRAZENECA PLC
-$409.7K
0
-100%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$400.9K
1,414
-47%
减持
QQQ
INVESCO QQQ TR
-$385.5K
9,720
-0%
减持
NUE
NUCOR CORP
-$381.7K
1,432
-63%
减持
VYM
VANGUARD WHITEHALL FDS
+$371.6K
210,147
-2%
建仓
NULV
NUSHARES ETF TR
+$370.1K
8,135
减持
ABT
ABBOTT LABORATORIES
-$325.7K
11,719
-4%
减持
WMT
WALMART INC
+$314.4K
25,965
-1%
建仓
BNY
BANK NEW YORK MELLON CORP
+$311.5K
2,626
增持
MA
MASTERCARD INCORPORATED
-$307.8K
4,526
+1%
建仓
NOW
SERVICENOW INC
+$272.9K
2,610
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$271.7K
10,006
减持
ORCL
ORACLE CORP
-$268.1K
5,503
-0%
清仓
PYPL
PAYPAL HLDGS INC
-$265.4K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$261.1K
6,243
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$251.7K
141,476
+4%
建仓
SNPS
SYNOPSYS INC
+$247.0K
623
建仓
PWR
QUANTA SVCS INC
+$243.8K
444
建仓
VTIP
VANGUARD MALVERN FDS
+$241.6K
4,837
增持
LMT
LOCKHEED MARTIN CORP
+$230.2K
1,904
+0%
清仓
PTC
PTC INC
-$219.9K
0
-100%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$210.2K
75,312
+9%
减持
ENSG
ENSIGN GROUP INC
+$208.8K
7,985
-1%
建仓
XLE
SELECT SECTOR SPDR TR
+$208.3K
3,400
减持
UBER
UBER TECHNOLOGIES INC
-$208.1K
18,886
-1%
减持
ABBV
ABBVIE INC
-$197.6K
14,699
-1%
减持
—
ACCENTURE PLC IRELAND
-$190.1K
2,685
-0%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$181.5K
46,538
-2%
增持
NFLX
NETFLIX INC.
+$177.3K
26,463
+5%
减持
AMGN
AMGEN INC
+$175.6K
7,382
-0%
增持
IBIT
ISHARES BITCOIN TRUST ETF
-$167.3K
19,196
+5%
增持
NULG
NUSHARES ETF TR
-$164.6K
77,638
+5%
减持
MRK
MERCK & CO INC
+$150.4K
10,160
-0%
增持
CAT
CATERPILLAR INC
+$148.5K
935
+4%
减持
—
EXXON MOBIL CORP
+$142.9K
3,046
-2%
增持
UNP
UNION PAC CORP
+$141.4K
11,085
+1%
增持
NUSC
NUSHARES ETF TR
+$133.0K
134,321
+1%
增持
HD
HOME DEPOT INC
-$119.3K
13,711
+2%
减持
GLD
SPDR GOLD TR
+$112.0K
4,812
-3%
增持
CGSD
CAPITAL GRP FIXED INCM ETF T
+$111.2K
98,429
+5%
减持
GE
GE AEROSPACE
-$110.1K
2,814
-5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$108.1K
1,137
-1%
减持
LRCX
LAM RESEARCH CORP
-$103.7K
3,148
-31%
增持
XEL
XCEL ENERGY INC
+$103.5K
17,478
+0%
减持
NEE
NEXTERA ENERGY INC
+$100.2K
7,992
-0%
减持
DIS
DISNEY WALT CO
-$98.3K
5,150
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$94.1K
8,511
-0%
增持
PG
PROCTER & GAMBLE CO
+$89.2K
12,791
+4%
增持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$88.3K
10,257
+0%
增持
VZ
VERIZON COMMUNICATIONS INC
+$79.8K
7,142
+4%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$78.3K
12,353
-7%
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$77.6K
2,719
+2%
增持
COIN
COINBASE GLOBAL INC
-$76.2K
2,163
+8%
减持
RTX
RTX CORPORATION
+$71.6K
20,988
-3%
增持
MCO
MOODYS CORP
-$71.5K
1,376
+5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$66.8K
2,314
-1%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$63.8K
4,047
-0%
增持
DHR
DANAHER CORP DEL
-$61.4K
1,666
+1%
增持
MCK
MCKESSON CORP
+$58.4K
968
+2%
增持
CME
CME GROUP INC
+$57.5K
1,429
+7%
增持
AXP
AMERICAN EXPRESS CO
-$56.1K
876
+1%
增持
PEP
PEPSICO INC
+$53.8K
2,878
+5%
增持
GWW
WW GRAINGER INC
+$50.2K
602
+0%
增持
SBUX
STARBUCKS CORP
+$49.9K
3,039
+15%
增持
CGXU
CAPITAL GROUP INTL FOCUS EQT
+$46.4K
603,966
+0%
减持
VO
VANGUARD INDEX FDS
-$45.7K
8,073
-1%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$41.6K
971
-2%
增持
CARR
CARRIER GLOBAL CORPORATION
+$37.7K
5,741
+6%
减持
CMF
ISHARES TR
-$36.4K
49,042
-0%
减持
URI
UNITED RENTALS INC
-$33.4K
394
-1%
减持
SLV
ISHARES SILVER TR
-$30.5K
3,556
-16%
增持
BA
BOEING CO
-$22.0K
1,291
+0%
增持
ESGV
VANGUARD WORLD FD
-$19.0K
2,224
+0%
增持
UPS
UNITED PARCEL SVCS INC
+$17.9K
2,604
+8%
减持
LOW
LOWES COS INC
-$11.8K
1,081
-2%
增持
TM
TOYOTA MOTOR CORP
+$11.6K
2,280
+6%
减持
SHY
ISHARES TR
-$5.3K
4,994
-1%
增持
—
GRAYSCALE COINDESK CRYPTO
-$4.8K
25,676
+32%
增持
—
TE CONNECTIVITY PLC
-$3.0K
1,797
+8%