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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 135 项
建仓 20
增持 38
减持 64
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
BSV
VANGUARD BD INDEX FDS
-$2.6M
39,618
-46%
增持
AAPL
APPLE INC
+$2.0M
66,539
+1%
建仓
BLV
VANGUARD BD INDEX FDS
+$1.3M
17,512
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。
建仓
BIV
VANGUARD BD INDEX FDS
+$1.2M
16,457
清仓
—
PROSHARES TR II
-$1.1M
0
-100%
减持
MSFT
MICROSOFT CORP
+$1.0M
21,005
-1%
清仓
—
PROSHARES TR
-$876.6K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$793.8K
5,405
建仓
NOW
SERVICENOW INC
+$789.0K
1,404
减持
NVDA
NVIDIA CORPORATION
+$657.6K
4,530
-0%
建仓
SHOP
SHOPIFY INC
+$591.1K
9,150
增持
LLY
LILLY ELI & CO
+$526.8K
4,149
+0%
减持
—
EXXON MOBIL CORP
-$508.8K
64,862
-5%
建仓
DDOG
DATADOG INC
+$508.1K
5,165
减持
—
PROSHARES TR
-$455.9K
19,585
-60%
清仓
CVS
CVS HEALTH CORP
-$439.9K
0
-100%
增持
VGT
VANGUARD WORLD FDS
+$432.5K
3,754
+18%
减持
AMZN
AMAZON COM INC
+$402.3K
15,301
-1%
清仓
FE
FIRSTENERGY CORP
-$358.5K
0
-100%
清仓
—
KRANESHARES TR
-$354.8K
0
-100%
建仓
CSX
CSX CORP
+$349.4K
10,245
清仓
EDV
VANGUARD WORLD FD
-$345.7K
0
-100%
建仓
DOCN
DIGITALOCEAN HLDGS INC
+$341.2K
8,500
建仓
REMX
VANECK ETF TRUST
+$337.0K
4,052
减持
CVX
CHEVRON CORP NEW
-$327.9K
55,648
-0%
减持
META
META PLATFORMS INC
+$305.0K
4,485
-3%
建仓
MNSO
MINISO GROUP HLDG LTD
+$297.3K
17,500
清仓
UUP
INVESCO DB US DLR INDEX TR
-$297.2K
0
-100%
减持
—
DIREXION SHS ETF TR
-$294.2K
15,218
-42%
建仓
DHR
DANAHER CORPORATION
+$278.2K
1,159
减持
T
AT&T INC
-$272.7K
78,652
-1%
清仓
BILI
BILIBILI INC
-$256.5K
0
-100%
增持
TSLA
TESLA INC
+$252.7K
4,519
+1%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$243.8K
114
增持
VIS
VANGUARD WORLD FDS
+$243.4K
6,945
+12%
增持
GOOGL
ALPHABET INC
+$224.5K
5,065
+38%
减持
—
PROSHARES TR
-$221.6K
31,750
-31%
清仓
CE
CELANESE CORP DEL
-$220.7K
0
-100%
建仓
—
PIONEER NAT RES CO
+$217.5K
1,050
建仓
EDU
NEW ORIENTAL ED & TECHNOLOGY
+$217.2K
5,500
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$212.7K
17,239
-25%
清仓
—
PROSHARES TR
-$212.4K
0
-100%
减持
—
PROSHARES TR
-$212.1K
40,238
-22%
建仓
VFH
VANGUARD WORLD FDS
+$209.4K
2,577
减持
BABA
ALIBABA GROUP HLDG LTD
-$209.2K
8,777
-5%
建仓
IOT
SAMSARA INC
+$207.8K
7,500
建仓
MCK
MCKESSON CORP
+$206.4K
483
建仓
MTN
VAIL RESORTS INC
+$205.4K
816
清仓
BTI
BRITISH AMERN TOB PLC
-$205.4K
0
-100%
建仓
NUE
NUCOR CORP
+$204.5K
1,247
清仓
AGG
ISHARES TR
-$204.4K
0
-100%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$202.3K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$195.9K
3,492
+0%
增持
ABBV
ABBVIE INC
-$194.3K
7,956
+0%
建仓
BCAL
SOUTHERN CALIF BANCORP
+$185.2K
13,500
增持
VCR
VANGUARD WORLD FDS
+$174.6K
4,569
+3%
增持
JNJ
JOHNSON & JOHNSON
+$157.5K
14,824
+0%
减持
GLD
SPDR GOLD TR
-$155.6K
7,643
-8%
增持
GOOG
ALPHABET INC
+$150.4K
8,834
+0%
增持
PFE
PFIZER INC
-$144.7K
37,074
+1%
减持
AVGO
BROADCOM INC
+$143.0K
684
-3%
增持
SHV
ISHARES TR
+$140.0K
4,749
+36%
减持
JPM
JPMORGAN CHASE & CO
+$129.0K
10,139
-2%
减持
—
LAM RESEARCH CORP
+$121.4K
1,080
-0%
增持
VOX
VANGUARD WORLD FDS
+$119.3K
11,584
+1%
增持
STWD
STARWOOD PPTY TR INC
+$115.7K
48,446
+4%
增持
AMGN
AMGEN INC
-$115.0K
6,047
+0%
减持
SHY
ISHARES TR
-$108.3K
2,752
-32%
增持
NFLX
NETFLIX INC
+$98.5K
1,019
+0%
增持
IEI
ISHARES TR
+$95.1K
6,793
+16%
增持
RITM
RITHM CAPITAL CORP
+$86.9K
28,790
+26%
增持
F
FORD MTR CO DEL
+$85.1K
32,703
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$80.4K
43,807
-0%
增持
VDC
VANGUARD WORLD FDS
+$72.2K
6,445
+6%
减持
EMR
EMERSON ELEC CO
+$66.7K
22,271
-0%
减持
MPC
MARATHON PETE CORP
-$63.6K
2,125
-8%
减持
GILD
GILEAD SCIENCES INC
-$62.8K
4,090
-10%
减持
TLT
ISHARES TR
-$60.2K
2,282
-18%
减持
IEF
ISHARES TR
-$58.7K
3,201
-14%
减持
MRK
MERCK & CO INC
+$58.5K
9,864
-3%
减持
WPC
WP CAREY INC
-$58.3K
5,279
-1%
减持
CAT
CATERPILLAR INC
+$56.0K
4,020
-1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$53.7K
10,318
+0%
减持
IAU
ISHARES GOLD TR
-$52.5K
26,368
-3%
减持
AJG
GALLAGHER ARTHUR J & CO
+$51.7K
2,967
-5%
减持
HD
HOME DEPOT INC
+$50.8K
3,692
-1%
增持
ABT
ABBOTT LABS
+$44.1K
5,147
+1%
增持
COP
CONOCOPHILLIPS
+$41.4K
6,839
+2%
增持
PRU
PRUDENTIAL FINL INC
+$40.9K
5,830
+2%
增持
CCI
CROWN CASTLE INC
-$40.3K
2,248
+1%
减持
WMT
WALMART INC
+$39.8K
7,192
-3%
减持
CSCO
CISCO SYS INC
-$39.2K
19,426
-3%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$37.5K
3,034
-2%
增持
USB
US BANCORP DEL
-$34.7K
11,745
+0%
减持
CRC
CALIFORNIA RES CORP
+$32.2K
6,441
-4%
减持
KO
COCA COLA CO
-$31.7K
9,493
-2%
减持
FBT
FIRST TR EXCHANGE-TRADED FD
-$30.5K
1,393
-11%
减持
—
JOHNSON CTLS INTL PLC
+$28.2K
3,860
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$26.9K
10,870
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$25.4K
873
-3%
减持
—
MEDTRONIC PLC
+$20.1K
4,484
-4%
增持
GLPI
GAMING & LEISURE PPTYS INC
-$18.5K
5,245
+0%
减持
MCD
MCDONALDS CORP
+$17.6K
1,890
-3%
减持
BNY
BANK NEW YORK MELLON CORP
-$17.5K
6,405
-4%
增持
DOC
HEALTHPEAK PROPERTIES INC
-$17.1K
10,504
+1%
减持
CMCSA
COMCAST CORP NEW
+$16.2K
10,411
-5%
减持
DOW
DOW INC
-$15.9K
9,978
-0%
减持
VAW
VANGUARD WORLD FDS
+$15.5K
6,487
-1%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$14.7K
3,958
-3%
减持
BAC
BANK AMERICA CORP
-$14.5K
34,379
-2%
减持
EVRG
EVERGY INC
-$14.4K
4,083
-1%
减持
PLD
PROLOGIS INC.
-$14.2K
3,505
-2%
增持
GD
GENERAL DYNAMICS CORP
-$13.7K
1,402
+1%
增持
KMI
KINDER MORGAN INC DEL
+$12.2K
21,530
+5%
减持
PM
PHILIP MORRIS INTL INC
-$10.2K
7,177
-2%
减持
MDLZ
MONDELEZ INTL INC
-$9.6K
6,967
-6%
减持
MO
ALTRIA GROUP INC
-$7.5K
18,503
-2%
减持
PG
PROCTER AND GAMBLE CO
+$7.1K
9,060
-2%
增持
FITB
FIFTH THIRD BANCORP
+$7.1K
10,379
+4%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$7.0K
6,971
-2%
减持
BA
BOEING CO
-$6.3K
2,091
-1%
减持
ET
ENERGY TRANSFER L P
-$6.1K
22,223
-4%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$6.0K
4,204
-2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$5.3K
8,481
+1%
增持
PNC
PNC FINL SVCS GROUP INC
+$5.3K
2,450
+3%
减持
EMN
EASTMAN CHEM CO
-$5.0K
2,498
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$4.9K
2,395
-10%
减持
PEP
PEPSICO INC
+$4.8K
7,515
-1%
增持
MET
METLIFE INC
+$4.7K
8,807
+3%
减持
SO
SOUTHERN CO
-$3.8K
6,965
-2%
减持
—
BLACKROCK INC
-$3.6K
808
-4%
增持
IGSB
ISHARES TR
+$2.6K
4,604
+2%
增持
HBAN
HUNTINGTON BANCSHARES INC
-$2.0K
15,882
+3%
增持
IGIB
ISHARES TR
+$866
4,558
+2%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$340
16,512
-2%