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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 6
增持 71
减持 48
清仓 25
方向
标的
Δ市值
现股数(环比)
增持
BSV
VANGUARD BD INDEX FDS
+$3.2M
110,829
+61%
减持
AAPL
APPLE INC
-$2.8M
71,752
-1%
增持
TCBK
TRICO BANCSHARES
+$2.2M
59,571
+328%
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
CVX
CHEVRON CORP NEW
-$1.4M
55,765
-4%
清仓
VAW
VANGUARD WORLD FDS
-$1.3M
0
-100%
清仓
VPU
VANGUARD WORLD FDS
-$1.3M
0
-100%
减持
GLD
SPDR GOLD TR
-$1.1M
13,134
-29%
增持
MSFT
MICROSOFT CORP
-$1.1M
22,390
+1%
清仓
VDC
VANGUARD WORLD FDS
-$1.1M
0
-100%
增持
VTIP
VANGUARD MALVERN FDS
+$1.0M
57,829
+59%
增持
AMZN
AMAZON COM INC
-$983.0K
18,395
+1942%
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$920.0K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$906.0K
0
-100%
减持
WFC
WELLS FARGO CO NEW
-$851.0K
85,379
-1%
减持
IAU
ISHARES GOLD TR
-$778.0K
32,306
-37%
减持
BAC
BK OF AMERICA CORP
-$765.0K
35,725
-22%
建仓
WEC
WEC ENERGY GROUP INC
+$591.0K
5,868
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$586.0K
57,520
-4%
增持
NVDA
NVIDIA CORPORATION
-$558.0K
4,897
+3%
增持
TSLA
TESLA INC
-$524.0K
1,456
+4%
清仓
TSN
TYSON FOODS INC
-$490.0K
0
-100%
减持
TLT
ISHARES TR
-$487.0K
4,888
-38%
减持
META
META PLATFORMS INC
-$462.0K
5,687
-8%
增持
EMR
EMERSON ELEC CO
-$415.0K
22,818
+0%
建仓
BILI
BILIBILI INC
+$410.0K
16,005
清仓
NFLX
NETFLIX INC
-$406.0K
0
-100%
减持
MP
MP MATERIALS CORP
-$405.0K
15,785
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$388.0K
11,722
+20%
清仓
EDV
VANGUARD WORLD FD
-$384.0K
0
-100%
减持
VDE
VANGUARD WORLD FDS
-$350.0K
14,233
-14%
建仓
AMLP
ALPS ETF TR
+$345.0K
10,000
减持
GOOG
ALPHABET INC
-$330.0K
499
-2%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$329.0K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
-$319.0K
1,590
-10%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$310.0K
0
-100%
减持
T
AT&T INC
-$305.0K
81,095
-4%
清仓
LQD
ISHARES TR
-$296.0K
0
-100%
清仓
EWL
ISHARES INC
-$279.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$267.0K
46,105
+13%
清仓
SHY
ISHARES TR
-$263.0K
0
-100%
减持
RWM
PROSHARES TR
-$263.0K
14,546
-50%
清仓
XME
SPDR SER TR
-$258.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$255.0K
2,953
-2%
清仓
LAMR
LAMAR ADVERTISING CO NEW
-$251.0K
0
-100%
清仓
BX
BLACKSTONE INC
-$246.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$232.0K
12,265
+4%
增持
KWEB
KRANESHARES TR
+$230.0K
13,559
+81%
增持
FDN
FIRST TR EXCHANGE-TRADED FD
-$230.0K
7,510
+19%
减持
MO
ALTRIA GROUP INC
-$229.0K
19,218
-3%
清仓
VGT
VANGUARD WORLD FDS
-$226.0K
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$218.0K
0
-100%
增持
CSCO
CISCO SYS INC
-$218.0K
23,408
+7%
清仓
FEP
FIRST TR EXCH TRD ALPHDX FD
-$217.0K
0
-100%
清仓
CIVI
CIVITAS RESOURCES INC
-$216.0K
0
-100%
清仓
FTA
FIRST TR LRG CP VL ALPHADEX
-$214.0K
0
-100%
清仓
—
FIRST TR EXCHANGE TRADED FD
-$213.0K
0
-100%
清仓
FXO
FIRST TR EXCHANGE TRADED FD
-$212.0K
0
-100%
增持
WMT
WALMART INC
-$206.0K
8,690
+2%
清仓
FTC
FIRST TRUST LRGCP GWT ALPHAD
-$206.0K
0
-100%
减持
HPQ
HP INC
-$206.0K
12,548
-26%
减持
STWD
STARWOOD PPTY TR INC
-$195.0K
54,476
-1%
减持
CAT
CATERPILLAR INC
-$195.0K
4,313
-1%
减持
BA
BOEING CO
-$193.0K
2,811
-7%
清仓
F
FORD MTR CO DEL
-$191.0K
0
-100%
建仓
MUC
BLACKROCK MUNIHLDNGS CALI QL
+$182.0K
15,182
减持
—
EXXON MOBIL CORP
+$177.0K
69,458
-1%
增持
—
PROSHARES TR II
+$175.0K
55,000
+10%
建仓
OBE
OBSIDIAN ENERGY LTD
+$172.0K
22,200
增持
LLY
LILLY ELI & CO
+$171.0K
4,167
+1%
减持
TLH
ISHARES TR
-$164.0K
2,000
-33%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$159.0K
2,969
-21%
减持
—
LAM RESEARCH CORP
-$158.0K
1,053
-7%
增持
MELI
MERCADOLIBRE INC
-$152.0K
384
+15%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$152.0K
9,401
-9%
增持
PLD
PROLOGIS INC.
-$149.0K
3,820
+3%
减持
PRU
PRUDENTIAL FINL INC
-$148.0K
6,469
-0%
减持
—
PROSHARES TR
+$145.0K
84,030
-9%
增持
INTC
INTEL CORP
-$140.0K
20,452
+12%
增持
GOOGL
ALPHABET INC
-$137.0K
236
+1%
减持
XLE
SELECT SECTOR SPDR TR
-$118.0K
2,834
-32%
增持
DIS
DISNEY WALT CO
-$110.0K
2,720
+2%
减持
CRC
CALIFORNIA RES CORP
-$110.0K
11,475
-7%
增持
MRK
MERCK & CO INC
+$102.0K
10,913
+0%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
-$99.0K
41,255
+0%
减持
COP
CONOCOPHILLIPS
-$95.0K
6,190
-5%
增持
DOW
DOW INC
-$93.0K
9,433
+4%
增持
AVGO
BROADCOM INC
-$92.0K
719
+3%
增持
—
BLACKROCK INC
-$91.0K
845
+7%
增持
DOC
HEALTHPEAK PROPERTIES INC
-$79.0K
11,256
+4%
减持
SHEL
SHELL PLC
-$75.0K
6,257
-14%
增持
KEY
KEYCORP
-$74.0K
17,458
+4%
减持
NSC
NORFOLK SOUTHN CORP
-$74.0K
1,000
-5%
增持
—
MEDTRONIC PLC
-$72.0K
5,763
+8%
增持
PG
PROCTER AND GAMBLE CO
-$72.0K
9,647
+1%
增持
ABBV
ABBVIE INC
-$70.0K
10,675
+1%
建仓
—
PIMCO CALIF MUN INCOME FD II
+$69.0K
10,040
减持
MET
METLIFE INC
-$69.0K
9,207
-0%
增持
—
CRESCENT PT ENERGY CORP
+$69.0K
24,000
+71%
增持
USB
US BANCORP DEL
-$67.0K
15,249
+5%
减持
MA
MASTERCARD INCORPORATED
-$65.0K
830
-9%
增持
FITB
FIFTH THIRD BANCORP
-$63.0K
7,598
+3%
减持
VO
VANGUARD INDEX FDS
-$63.0K
1,523
-0%
增持
EMN
EASTMAN CHEM CO
-$60.0K
2,782
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$49.0K
11,597
+0%
减持
IEI
ISHARES TR
-$49.0K
4,325
-7%
增持
GILD
GILEAD SCIENCES INC
+$48.0K
5,873
+11%
减持
ET
ENERGY TRANSFER L P
-$46.0K
35,534
-1%
增持
CMCSA
COMCAST CORP NEW
-$46.0K
13,944
+10%
增持
PM
PHILIP MORRIS INTL INC
+$46.0K
7,797
+1%
增持
CVS
CVS HEALTH CORP
-$44.0K
6,065
+1%
增持
PNC
PNC FINL SVCS GROUP INC
-$43.0K
2,577
+6%
增持
—
LYONDELLBASELL INDUSTRIES N
-$43.0K
3,242
+2%
增持
HD
HOME DEPOT INC
-$42.0K
4,545
+6%
增持
CE
CELANESE CORP DEL
-$41.0K
2,191
+5%
增持
PFE
PFIZER INC
+$40.0K
39,130
+1%
减持
MPC
MARATHON PETE CORP
-$39.0K
2,581
-12%
增持
KMI
KINDER MORGAN INC DEL
-$37.0K
27,332
+4%
减持
IEF
ISHARES TR
-$34.0K
3,027
-5%
增持
C
CITIGROUP INC
-$33.0K
4,476
+0%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$32.0K
18,044
+6%
增持
AJG
GALLAGHER ARTHUR J & CO
-$32.0K
3,085
+1%
增持
WPC
WP CAREY INC
+$32.0K
6,551
+4%
减持
ABT
ABBOTT LABS
-$32.0K
2,925
-1%
增持
ENB
ENBRIDGE INC
-$32.0K
8,655
+0%
增持
TFC
TRUIST FINL CORP
-$29.0K
8,941
+12%
增持
MCD
MCDONALDS CORP
+$28.0K
2,185
+6%
增持
GD
GENERAL DYNAMICS CORP
-$27.0K
1,527
+1%
增持
GIS
GENERAL MLS INC
+$25.0K
3,135
+0%
减持
FLOT
ISHARES TR
-$25.0K
5,483
-7%
减持
AGG
ISHARES TR
-$24.0K
2,844
-3%
增持
JRI
NUVEEN REAL ASSET INCOME & G
+$23.0K
17,242
+30%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$23.0K
16,737
+0%
增持
—
PIONEER NAT RES CO
-$22.0K
957
+2%
增持
KO
COCA COLA CO
+$22.0K
10,716
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$20.0K
4,293
-7%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$20.0K
4,794
+4%
增持
BNY
BANK NEW YORK MELLON CORP
-$18.0K
7,522
+12%
减持
BABA
ALIBABA GROUP HLDG LTD
+$17.0K
9,121
-3%
增持
MDLZ
MONDELEZ INTL INC
+$15.0K
8,076
+4%
增持
AMGN
AMGEN INC
+$12.0K
6,028
+0%
减持
JNJ
JOHNSON & JOHNSON
-$11.0K
15,403
-1%
减持
—
PROSHARES TR
-$11.0K
12,738
-19%
增持
LMT
LOCKHEED MARTIN CORP
+$10.0K
1,089
+5%
增持
ERC
ALLSPRING MULTI SECTOR INCOM
-$7.0K
12,790
+3%
增持
EVRG
EVERGY INC
-$7.0K
4,686
+2%
增持
PEP
PEPSICO INC
+$6.0K
7,691
+1%
减持
OXY
OCCIDENTAL PETE CORP
-$4.0K
6,611
-5%
增持
SO
SOUTHERN CO
-$4.0K
7,610
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$2.0K
8,354
+3%
增持
CCI
CROWN CASTLE INTL CORP NEW
-$1.0K
2,607
+9%
