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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 136 项
建仓 15
增持 28
减持 81
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
BSV
VANGUARD BD INDEX FDS
-$6.4M
82,603
-51%
增持
CVX
CHEVRON CORP NEW
+$2.1M
55,701
+1%
增持
—
EXXON MOBIL CORP
+$1.6M
68,063
+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
AAPL
APPLE INC
-$1.3M
66,232
-7%
建仓
VFH
VANGUARD WORLD FDS
+$1.2M
14,014
建仓
VHT
VANGUARD WORLD FDS
+$1.1M
4,510
建仓
VIS
VANGUARD WORLD FDS
+$1.1M
6,105
建仓
VDE
VANGUARD WORLD FDS
+$1.1M
9,155
建仓
VDC
VANGUARD WORLD FDS
+$1.1M
5,776
建仓
VAW
VANGUARD WORLD FDS
+$1.1M
6,431
减持
—
PROSHARES TR
-$997.6K
45,750
-59%
减持
AMZN
AMAZON COM INC
-$662.0K
15,417
-11%
增持
TSLA
TESLA INC
-$632.2K
4,512
+1%
增持
—
PROSHARES TR II
-$603.3K
115,700
+3%
建仓
UUP
INVESCO DB US DLR INDEX TR
+$509.4K
18,317
减持
EMR
EMERSON ELEC CO
+$488.1K
22,341
-1%
清仓
MP
MP MATERIALS CORP
-$429.0K
0
-100%
建仓
SHV
ISHARES TR
+$385.8K
3,510
清仓
UCON
FIRST TR EXCHNG TRADED FD VI
-$379.0K
0
-100%
建仓
—
PROSHARES TR
+$374.9K
22,225
减持
RWM
PROSHARES TR
-$349.5K
33,800
-25%
建仓
F
FORD MTR CO DEL
+$347.6K
29,889
建仓
SHY
ISHARES TR
+$329.7K
4,062
减持
TCBK
TRICO BANCSHARES
+$326.5K
58,571
-2%
增持
CAT
CATERPILLAR INC
+$317.0K
4,112
+1%
清仓
—
BARCLAYS BANK PLC
-$301.0K
0
-100%
增持
PFE
PFIZER INC
+$289.4K
36,444
+1%
清仓
LQD
ISHARES TR
-$289.0K
0
-100%
清仓
VO
VANGUARD INDEX FDS
-$286.0K
0
-100%
减持
TLT
ISHARES TR
-$273.7K
2,283
-53%
减持
—
PROSHARES TR
-$259.7K
4,619
-47%
建仓
HAL
HALLIBURTON CO
+$252.8K
6,425
清仓
MELI
MERCADOLIBRE INC
-$248.0K
0
-100%
减持
—
PROSHARES TR
-$247.3K
51,510
-17%
清仓
PLD
PROLOGIS INC.
-$241.0K
0
-100%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$240.5K
2,047
增持
—
PROSHARES TR
+$236.2K
13,853
+66%
清仓
FLOT
ISHARES TR
-$234.0K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$233.0K
9,158
+0%
减持
MRK
MERCK & CO INC
+$226.8K
10,147
-3%
减持
WEC
WEC ENERGY GROUP INC
-$226.7K
2,947
-48%
清仓
REMX
VANECK ETF TRUST
-$222.0K
0
-100%
建仓
—
JOHNSON CTLS INTL PLC
+$221.2K
3,457
减持
AMGN
AMGEN INC
+$221.0K
6,039
-0%
减持
T
AT&T INC
+$216.4K
78,785
-2%
清仓
DIS
DISNEY WALT CO
-$214.0K
0
-100%
建仓
EMN
EASTMAN CHEM CO
+$207.7K
2,550
增持
—
BLACKROCK INC
+$188.0K
857
+13%
清仓
—
PROSHARES TR
-$183.0K
0
-100%
增持
LLY
LILLY ELI & CO
+$178.6K
4,170
+0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$176.4K
10,883
-5%
增持
COP
CONOCOPHILLIPS
+$174.3K
6,452
+13%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$169.5K
8,328
+2%
减持
BA
BOEING CO
+$163.5K
2,365
-0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$158.2K
3,888
-23%
减持
META
META PLATFORMS INC
-$152.9K
4,463
-12%
减持
GOOG
ALPHABET INC
-$142.0K
8,768
-8%
减持
JNJ
JOHNSON & JOHNSON
+$138.1K
14,725
-2%
减持
JPM
JPMORGAN CHASE & CO
+$137.0K
10,298
-13%
增持
PEP
PEPSICO INC
+$134.3K
7,474
+0%
减持
ABBV
ABBVIE INC
-$116.9K
7,834
-24%
减持
PM
PHILIP MORRIS INTL INC
+$102.3K
7,265
-5%
增持
AJG
GALLAGHER ARTHUR J & CO
+$97.1K
3,098
+9%
减持
GOOGL
ALPHABET INC
-$95.8K
3,607
-17%
减持
—
MEDTRONIC PLC
-$92.3K
4,641
-17%
减持
USB
US BANCORP DEL
-$91.8K
11,516
-22%
增持
—
DIREXION SHS ETF TR
-$90.1K
14,000
+17%
减持
MO
ALTRIA GROUP INC
+$87.9K
18,857
-2%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$85.4K
22,895
-18%
增持
AVGO
BROADCOM INC
+$84.4K
700
+1%
减持
BAC
BANK AMERICA CORP
+$83.9K
34,751
-2%
减持
IAU
ISHARES GOLD TR
+$80.7K
27,456
-0%
减持
MET
METLIFE INC
+$79.8K
8,454
-3%
减持
MDLZ
MONDELEZ INTL INC
+$76.2K
7,370
-3%
减持
KMI
KINDER MORGAN INC DEL
-$68.4K
20,277
-22%
减持
CCI
CROWN CASTLE INC
-$68.0K
2,204
-13%
减持
NVDA
NVIDIA CORPORATION
+$67.6K
4,438
-7%
增持
NFLX
NETFLIX INC
+$64.2K
1,018
+1%
减持
BILI
BILIBILI INC
+$56.6K
10,916
-17%
减持
CSCO
CISCO SYS INC
+$54.1K
20,299
-11%
减持
AGG
ISHARES TR
-$53.3K
2,141
-21%
减持
—
LAM RESEARCH CORP
+$53.0K
1,085
-2%
减持
MA
MASTERCARD INCORPORATED
+$51.8K
822
-0%
增持
ET
ENERGY TRANSFER L P
+$51.2K
28,072
+10%
减持
BABA
ALIBABA GROUP HLDG LTD
+$50.5K
9,030
-3%
减持
LMT
LOCKHEED MARTIN CORP
+$49.1K
919
-11%
减持
ABT
ABBOTT LABS
+$48.8K
5,035
-3%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$47.0K
7,152
-3%
减持
STWD
STARWOOD PPTY TR INC
-$45.4K
46,678
-6%
减持
MPC
MARATHON PETE CORP
+$41.5K
2,470
-0%
减持
GILD
GILEAD SCIENCES INC
+$39.8K
4,645
-20%
减持
TFC
TRUIST FINL CORP
-$38.2K
7,943
-9%
增持
SHEL
SHELL PLC
+$38.1K
5,147
+1%
减持
GD
GENERAL DYNAMICS CORP
+$35.9K
1,366
-4%
减持
LAMR
LAMAR ADVERTISING CO NEW
+$34.1K
3,497
-3%
减持
HD
HOME DEPOT INC
+$32.2K
3,746
-10%
减持
FE
FIRSTENERGY CORP
+$31.9K
8,939
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$31.5K
10,264
-5%
减持
GLPI
GAMING & LEISURE PPTYS INC
+$30.6K
5,195
-4%
减持
PRU
PRUDENTIAL FINL INC
+$30.5K
5,565
-9%
增持
MMM
3M CO
+$29.0K
3,069
+0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$28.8K
2,654
-10%
减持
KO
COCA COLA CO
+$25.3K
9,657
-8%
减持
MCD
MCDONALDS CORP
+$25.1K
1,909
-8%
增持
GIS
GENERAL MLS INC
+$23.3K
3,140
+0%
增持
IEI
ISHARES TR
+$21.2K
4,963
+3%
减持
DOW
DOW INC
+$20.9K
8,453
-8%
减持
CMCSA
COMCAST CORP NEW
-$20.3K
11,202
-20%
减持
MSFT
MICROSOFT CORP
-$19.9K
21,416
-3%
减持
CVS
CVS HEALTH CORP
-$19.8K
5,604
-1%
增持
ERC
ALLSPRING MULTI SECTOR INCOM
+$19.0K
13,469
+2%
减持
WMT
WALMART INC
-$18.7K
7,365
-10%
增持
ENB
ENBRIDGE INC
+$18.0K
8,875
+0%
减持
WPC
WP CAREY INC
-$17.6K
5,380
-14%
减持
KEY
KEYCORP
+$14.8K
16,465
-3%
减持
BNY
BANK NEW YORK MELLON CORP
+$12.2K
6,353
-12%
增持
DSL
DOUBLELINE INCOME SOLUTIONS
+$12.1K
41,305
+0%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$12.0K
6,521
+3%
减持
DOC
HEALTHPEAK PROPERTIES INC
+$10.9K
10,368
-5%
减持
HBAN
HUNTINGTON BANCSHARES INC
-$10.6K
15,274
-11%
减持
INTC
INTEL CORP
-$10.0K
17,554
-5%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
+$9.6K
1,613
-11%
减持
CE
CELANESE CORP DEL
+$9.3K
2,047
-8%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$9.2K
4,295
-5%
减持
VZ
VERIZON COMMUNICATIONS INC
+$8.3K
44,018
-3%
减持
OXY
OCCIDENTAL PETE CORP
+$6.9K
6,429
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$5.9K
16,786
+0%
增持
—
PIMCO CALIF MUN INCOME FD II
+$5.1K
10,326
+1%
减持
SO
SOUTHERN CO
+$4.4K
7,035
-4%
减持
EVRG
EVERGY INC
-$4.0K
4,115
-7%
减持
GLD
SPDR GOLD TR
+$3.5K
5,061
-8%
减持
PNC
PNC FINL SVCS GROUP INC
+$2.4K
2,345
-5%
减持
CRC
CALIFORNIA RES CORP
-$2.0K
6,826
-12%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.9K
15,548
-0%
清仓
—
AMPIO PHARMACEUTICALS INC
-$1.0K
0
-100%
减持
FITB
FIFTH THIRD BANCORP
-$79
7,221
-3%