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WOODWARD DIVERSIFIED CAPITAL, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
WOODWARD DIVERSIFIED CAPITAL, LLC
报告期 2026-03-31 · CIK 0001846177
持仓数
181
前50大市值合计
$158.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 16
增持 38
减持 43
清仓 53
方向
标的
Δ市值
现股数(环比)
增持
BSV
VANGUARD BD INDEX FDS
+$5.0M
68,641
+1332%
增持
GLD
SPDR GOLD TR
+$2.7M
18,532
+381%
减持
CVX
CHEVRON CORP NEW
+$2.6M
58,381
-0%
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
AMZN
AMAZON COM INC
-$2.5M
901
-45%
减持
REMX
VANECK ETF TRUST
-$2.2M
8,350
-71%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$2.1M
6,304
-57%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.6M
59,998
-32%
清仓
VFH
VANGUARD WORLD FDS
-$1.5M
0
-100%
清仓
VCR
VANGUARD WORLD FDS
-$1.5M
0
-100%
减持
VGT
VANGUARD WORLD FDS
-$1.4M
543
-85%
增持
VTIP
VANGUARD MALVERN FDS
+$1.3M
36,293
+219%
减持
—
EXXON MOBIL CORP
+$1.3M
69,876
-5%
清仓
VHT
VANGUARD WORLD FDS
-$1.2M
0
-100%
减持
ET
ENERGY TRANSFER L P
-$1.2M
35,874
-82%
建仓
—
PROSHARES TR
+$1.1M
92,000
清仓
VIS
VANGUARD WORLD FDS
-$1.1M
0
-100%
建仓
TLT
ISHARES TR
+$1.0M
7,937
清仓
RH
RH
-$981.0K
0
-100%
减持
FEP
FIRST TR EXCH TRD ALPHDX FD
-$917.0K
5,611
-79%
减持
AAPL
APPLE INC
-$915.0K
72,143
-5%
建仓
—
PROSHARES TR II
+$829.0K
50,000
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$744.0K
3,764
-53%
增持
META
META PLATFORMS INC
-$699.0K
6,201
+0%
清仓
TWLO
TWILIO INC
-$687.0K
0
-100%
减持
MP
MP MATERIALS CORP
-$663.0K
15,885
-54%
建仓
RWM
PROSHARES TR
+$642.0K
29,046
清仓
MPLX
MPLX LP
-$622.0K
0
-100%
减持
LQD
ISHARES TR
-$562.0K
2,446
-62%
清仓
VOO
VANGUARD INDEX FDS
-$560.0K
0
-100%
建仓
TCBK
TRICO BANCSHARES
+$557.0K
13,913
清仓
—
QUALTRICS INTL INC
-$535.0K
0
-100%
增持
MSFT
MICROSOFT CORP
-$505.0K
22,121
+2%
清仓
—
CAPRI HOLDINGS LIMITED
-$487.0K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$465.0K
0
-100%
清仓
VET
VERMILION ENERGY INC
-$431.0K
0
-100%
清仓
NTRA
NATERA INC
-$418.0K
0
-100%
清仓
CTRN
CITI TRENDS INC
-$411.0K
0
-100%
建仓
TLH
ISHARES TR
+$404.0K
3,000
建仓
SHEL
SHELL PLC
+$402.0K
7,315
增持
VPU
VANGUARD WORLD FDS
+$393.0K
7,785
+40%
清仓
VCSH
VANGUARD SCOTTSDALE FDS
-$387.0K
0
-100%
清仓
RIO
RIO TINTO PLC
-$382.0K
0
-100%
减持
MELI
MERCADOLIBRE INC
-$381.0K
334
-42%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$377.0K
0
-100%
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$371.0K
10,799
增持
UCON
FIRST TR EXCHNG TRADED FD VI
+$367.0K
36,024
+72%
减持
VDE
VANGUARD WORLD FDS
+$363.0K
16,497
-9%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$360.0K
0
-100%
清仓
RNG
RINGCENTRAL INC
-$359.0K
0
-100%
清仓
MOS
MOSAIC CO NEW
-$355.0K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$351.0K
0
-100%
清仓
CAL
CALERES INC
-$350.0K
0
-100%
清仓
—
ROYAL DUTCH SHELL PLC
-$346.0K
0
-100%
清仓
COIN
COINBASE GLOBAL INC
-$343.0K
0
-100%
清仓
SPY
SPDR S&P 500 ETF TR
-$340.0K
0
-100%
清仓
FXD
FIRST TR EXCHANGE TRADED FD
-$336.0K
0
-100%
清仓
FNX
FIRST TR MID CAP CORE ALPHAD
-$326.0K
0
-100%
建仓
XLE
SELECT SECTOR SPDR TR
+$321.0K
4,193
清仓
QTEC
FIRST TR NASDAQ 100 TECH IND
-$310.0K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$298.0K
8,084
+38%
清仓
BLV
VANGUARD BD INDEX FDS
-$296.0K
0
-100%
清仓
TTD
THE TRADE DESK INC
-$290.0K
0
-100%
增持
HD
HOME DEPOT INC
-$279.0K
4,307
+14%
清仓
MBB
ISHARES TR
-$275.0K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$275.0K
0
-100%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$273.0K
4,613
清仓
NI
NISOURCE INC
-$269.0K
0
-100%
建仓
SHY
ISHARES TR
+$263.0K
3,154
减持
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$261.0K
1,934
-50%
增持
VDC
VANGUARD WORLD FDS
+$261.0K
5,394
+35%
清仓
UGI
UGI CORP NEW
-$258.0K
0
-100%
建仓
XME
SPDR SER TR
+$258.0K
4,210
清仓
TX
TERNIUM SA
-$256.0K
0
-100%
减持
NFLX
NETFLIX INC
-$255.0K
1,083
-1%
清仓
FDT
FIRST TR EXCH TRD ALPHDX FD
-$253.0K
0
-100%
减持
VNQ
VANGUARD INDEX FDS
-$249.0K
8,360
-16%
清仓
FXR
FIRST TR EXCHANGE TRADED FD
-$249.0K
0
-100%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$244.0K
10,344
-17%
增持
JNJ
JOHNSON & JOHNSON
+$242.0K
15,487
+6%
减持
FTA
FIRST TR LRG CP VL ALPHADEX
-$241.0K
3,028
-54%
清仓
SNOW
SNOWFLAKE INC
-$241.0K
0
-100%
清仓
AOS
SMITH A O CORP
-$238.0K
0
-100%
清仓
IT
GARTNER INC
-$238.0K
0
-100%
清仓
FEM
FIRST TR EXCH TRD ALPHDX FD
-$236.0K
0
-100%
建仓
—
PIONEER NAT RES CO
+$235.0K
940
清仓
FCX
FREEPORT-MCMORAN INC
-$230.0K
0
-100%
清仓
FAF
FIRST AMERN FINL CORP
-$229.0K
0
-100%
减持
ABBV
ABBVIE INC
-$225.0K
10,518
-26%
清仓
FDNI
FIRST TR EXCHANGE TRADED FD
-$223.0K
0
-100%
建仓
—
PROSHARES TR
+$221.0K
15,706
增持
LMT
LOCKHEED MARTIN CORP
+$220.0K
1,037
+55%
减持
BABA
ALIBABA GROUP HLDG LTD
-$220.0K
9,371
-10%
清仓
NKE
NIKE INC
-$220.0K
0
-100%
建仓
SCHD
SCHWAB STRATEGIC TR
+$218.0K
2,763
清仓
KSA
ISHARES TR
-$218.0K
0
-100%
清仓
—
ZHIHU INC
-$218.0K
0
-100%
建仓
CIVI
CIVITAS RESOURCES INC
+$216.0K
3,616
减持
—
LAM RESEARCH CORP
-$212.0K
1,128
-1%
清仓
ITB
ISHARES TR
-$206.0K
0
-100%
清仓
CRM
SALESFORCE COM INC
-$206.0K
0
-100%
增持
PFE
PFIZER INC
-$196.0K
38,873
+4%
减持
OXY
OCCIDENTAL PETE CORP
+$191.0K
6,935
-1%
增持
WMT
WALMART INC
+$190.0K
8,482
+14%
增持
KMI
KINDER MORGAN INC DEL
+$184.0K
26,165
+33%
清仓
DBI
DESIGNER BRANDS INC
-$171.0K
0
-100%
减持
COP
CONOCOPHILLIPS
+$168.0K
6,505
-3%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$164.0K
15,608
-16%
清仓
—
BLACKROCK MUNIYIELD CALIF QU
-$159.0K
0
-100%
增持
TSLA
TESLA INC
+$152.0K
1,396
+9%
清仓
—
BLACKROCK MUNIYIELD CALIF FD
-$151.0K
0
-100%
减持
—
BLACKROCK INC
-$149.0K
793
-4%
减持
INTC
INTEL CORP
-$146.0K
18,263
-11%
减持
EWL
ISHARES INC
-$144.0K
5,689
-29%
增持
EMR
EMERSON ELEC CO
+$140.0K
22,743
+1%
增持
MO
ALTRIA GROUP INC
+$138.0K
19,750
+5%
增持
—
MEDTRONIC PLC
+$131.0K
5,312
+20%
增持
T
AT&T INC
+$130.0K
84,830
+11%
减持
—
BLACKROCK MUN INCOME TR
-$128.0K
15,000
-25%
增持
MRK
MERCK & CO INC
+$126.0K
10,881
+9%
增持
DOW
DOW INC
+$126.0K
9,095
+14%
减持
PANW
PALO ALTO NETWORKS INC
+$115.0K
1,773
-0%
减持
—
BLACKROCK MUN INCOME QUALITY
-$114.0K
15,000
-25%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$113.0K
11,562
-1%
增持
BAC
BK OF AMERICA CORP
-$108.0K
45,527
+2%
增持
JPM
JPMORGAN CHASE & CO
-$99.0K
11,834
+9%
增持
CAT
CATERPILLAR INC
+$98.0K
4,337
+3%
清仓
OMER
OMEROS CORP
-$95.0K
0
-100%
减持
AMGN
AMGEN INC
+$95.0K
6,016
-0%
增持
VAW
VANGUARD WORLD FDS
+$94.0K
6,710
+9%
增持
PRU
PRUDENTIAL FINL INC
+$93.0K
6,488
+4%
增持
SO
SOUTHERN CO
+$91.0K
7,537
+13%
增持
EDV
VANGUARD WORLD FD
+$91.0K
3,152
+50%
减持
SKYY
FIRST TR EXCHANGE TRADED FD
-$89.0K
3,430
-10%
增持
MMM
3M CO
-$88.0K
3,063
+0%
增持
KO
COCA COLA CO
+$87.0K
10,516
+10%
增持
UUP
INVESCO DB US DLR INDEX TR
+$87.0K
12,507
+33%
减持
STWD
STARWOOD PPTY TR INC
-$86.0K
55,140
-6%
减持
C
CITIGROUP INC
-$85.0K
4,473
-17%
减持
BTI
BRITISH AMERN TOB PLC
-$85.0K
5,611
-35%
增持
CVS
CVS HEALTH CORP
+$83.0K
5,990
+18%
增持
MET
METLIFE INC
+$82.0K
9,209
+2%
减持
BA
BOEING CO
-$80.0K
3,014
-8%
增持
GD
GENERAL DYNAMICS CORP
+$80.0K
1,515
+11%
减持
KEY
KEYCORP
-$80.0K
16,769
-15%
减持
—
FIRST TR EXCHANGE TRADED FD
-$79.0K
5,278
-14%
增持
USB
US BANCORP DEL
+$74.0K
14,462
+17%
减持
ABT
ABBOTT LABS
-$72.0K
2,959
-1%
减持
DIS
DISNEY WALT CO
-$69.0K
2,679
-5%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
-$66.0K
41,234
+0%
增持
CSCO
CISCO SYS INC
-$66.0K
21,808
+8%
