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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 11
增持 5
减持 95
清仓 39
方向
标的
Δ市值
现股数(环比)
建仓
RS
RELIANCE INC
+$21.0M
78,048
减持
AAPL
APPLE INC
-$3.4M
38,193
-31%
减持
CVX
CHEVRON CORP NEW
-$2.1M
30,797
-31%
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
MSFT
MICROSOFT CORP
-$1.5M
5,948
-35%
清仓
TCBK
TRICO BANCSHARES
-$1.3M
0
-100%
减持
—
EXXON MOBIL CORP
-$1.2M
63,831
-7%
减持
WFC
WELLS FARGO CO NEW
+$1.1M
80,656
-0%
建仓
HYG
ISHARES TR
+$1.1M
13,855
清仓
VAW
VANGUARD WORLD FD
-$1.0M
0
-100%
清仓
TNA
DIREXION SHS ETF TR
-$973.8K
0
-100%
减持
VHT
VANGUARD WORLD FD
-$890.5K
926
-77%
减持
AVGO
BROADCOM INC
-$787.5K
4,215
-59%
清仓
—
BLACKROCK INC
-$762.7K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$732.5K
12,891
-20%
减持
CAT
CATERPILLAR INC
-$723.8K
2,614
-39%
减持
PG
PROCTER AND GAMBLE CO
-$718.6K
7,562
-34%
减持
VPU
VANGUARD WORLD FD
-$705.7K
2,412
-62%
减持
VOX
VANGUARD WORLD FD
-$701.4K
3,094
-62%
减持
HD
HOME DEPOT INC
-$674.1K
3,048
-34%
减持
VGT
VANGUARD WORLD FD
-$667.0K
1,427
-46%
减持
VIS
VANGUARD WORLD FD
-$639.6K
2,482
-49%
减持
VNQ
VANGUARD INDEX FDS
-$615.3K
4,508
-57%
减持
ABBV
ABBVIE INC
-$613.3K
6,490
-27%
减持
VFH
VANGUARD WORLD FD
-$601.4K
5,178
-53%
建仓
LRCX
LAM RESEARCH CORP
+$595.7K
8,248
减持
JPM
JPMORGAN CHASE & CO.
-$569.9K
7,769
-33%
减持
VDC
VANGUARD WORLD FD
-$560.4K
2,397
-51%
建仓
BLK
BLACKROCK INC
+$558.7K
545
清仓
DOW
DOW INC
-$544.2K
0
-100%
减持
PEP
PEPSICO INC
-$530.6K
4,929
-35%
清仓
DSL
DOUBLELINE INCOME SOLUTIONS
-$527.0K
0
-100%
减持
MRK
MERCK & CO INC
-$521.1K
6,603
-36%
减持
QCOM
QUALCOMM INC
-$519.0K
2,299
-55%
建仓
JNK
SPDR SER TR
+$514.8K
5,392
减持
AJG
GALLAGHER ARTHUR J & CO
-$486.2K
2,196
-44%
建仓
BSV
VANGUARD BD INDEX FDS
+$484.7K
6,273
清仓
—
LAM RESEARCH CORP
-$483.1K
0
-100%
清仓
FTLS
FIRST TR EXCH TRADED FD III
-$482.4K
0
-100%
减持
PH
PARKER-HANNIFIN CORP
-$481.6K
889
-46%
减持
VZ
VERIZON COMMUNICATIONS INC
-$444.1K
31,193
-17%
减持
KO
COCA COLA CO
-$437.6K
5,573
-49%
减持
AMGN
AMGEN INC
-$426.1K
6,004
-3%
减持
BAC
BANK AMERICA CORP
-$404.0K
30,349
-31%
减持
MET
METLIFE INC
-$403.8K
6,536
-43%
减持
PRU
PRUDENTIAL FINL INC
-$401.3K
3,608
-47%
减持
SO
SOUTHERN CO
-$396.5K
5,140
-43%
减持
UNH
UNITEDHEALTH GROUP INC
-$386.7K
833
-40%
减持
WMT
WALMART INC
-$382.9K
12,722
-33%
清仓
LLY
ELI LILLY & CO
-$381.9K
0
-100%
建仓
LMND
LEMONADE INC
+$381.0K
10,386
减持
COP
CONOCOPHILLIPS
-$378.9K
6,003
-35%
清仓
RH
RH
-$367.9K
0
-100%
减持
TSLA
TESLA INC
+$362.9K
3,840
-15%
减持
MCD
MCDONALDS CORP
-$360.1K
1,471
-43%
清仓
EMN
EASTMAN CHEM CO
-$358.1K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$348.9K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$348.1K
1,075
-49%
清仓
MPC
MARATHON PETE CORP
-$340.9K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
-$339.0K
5,111
-35%
清仓
CVBF
CVB FINL CORP
-$338.6K
0
-100%
清仓
EMR
EMERSON ELEC CO
-$327.1K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$325.6K
603
-43%
清仓
IGSB
ISHARES TR
-$310.2K
0
-100%
清仓
C
CITIGROUP INC
-$309.6K
0
-100%
减持
META
META PLATFORMS INC
-$308.5K
3,196
-16%
减持
SHV
ISHARES TR
-$308.1K
2,821
-50%
增持
TWLO
TWILIO INC
+$302.9K
7,060
+0%
清仓
BX
BLACKSTONE INC
-$302.0K
0
-100%
减持
PLD
PROLOGIS INC.
-$301.9K
2,576
-43%
减持
VCR
VANGUARD WORLD FD
-$294.2K
1,298
-43%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$294.0K
0
-100%
清仓
WPC
WP CAREY INC
-$292.7K
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$292.2K
0
-100%
清仓
NKE
NIKE INC
-$289.8K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$285.5K
60,925
-6%
清仓
CRC
CALIFORNIA RES CORP
-$285.5K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
-$283.7K
4,108
+36%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$281.9K
2,579
-42%
减持
AMAT
APPLIED MATLS INC
-$281.8K
1,316
-46%
减持
PNC
PNC FINL SVCS GROUP INC
-$281.4K
2,027
-44%
减持
CSCO
CISCO SYS INC
-$278.2K
15,294
-31%
减持
ORCL
ORACLE CORP
-$273.3K
2,120
-42%
减持
USB
US BANCORP DEL
-$271.8K
6,803
-48%
减持
SHOP
SHOPIFY INC
+$270.8K
15,035
-9%
清仓
DOC
HEALTHPEAK PROPERTIES INC
-$269.0K
0
-100%
清仓
FNF
FIDELITY NATIONAL FINANCIAL
-$266.7K
0
-100%
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$261.9K
0
-100%
清仓
IGIB
ISHARES TR
-$259.0K
0
-100%
清仓
WPM
WHEATON PRECIOUS METALS CORP
-$256.5K
0
-100%
减持
PFE
PFIZER INC
-$254.8K
15,482
-33%
减持
MELI
MERCADOLIBRE INC
-$254.8K
579
-4%
清仓
VDE
VANGUARD WORLD FD
-$252.9K
0
-100%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$252.3K
1,116
清仓
UPS
UNITED PARCEL SERVICE INC
-$247.9K
0
-100%
清仓
SHEL
SHELL PLC
-$246.7K
0
-100%
清仓
—
DUPONT DE NEMOURS INC
-$246.0K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$245.0K
1,797
-22%
减持
CMCSA
COMCAST CORP NEW
-$243.9K
6,776
-43%
减持
FITB
FIFTH THIRD BANCORP
-$239.4K
7,062
-44%
清仓
FANG
DIAMONDBACK ENERGY INC
-$238.7K
0
-100%
减持
DHR
DANAHER CORPORATION
-$237.5K
1,004
-40%
建仓
VTIP
VANGUARD MALVERN FDS
+$232.8K
4,808
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$229.1K
2,925
-45%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$222.2K
0
-100%
建仓
IEF
ISHARES TR
+$222.0K
2,401
清仓
GILD
GILEAD SCIENCES INC
-$220.5K
0
-100%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$219.0K
0
-100%
减持
—
MEDTRONIC PLC
-$215.2K
2,705
-44%
减持
AEP
AMERICAN ELEC PWR CO INC
-$211.3K
2,653
-40%
减持
GOOGL
ALPHABET INC
-$210.1K
8,052
-23%
减持
ABT
ABBOTT LABS
-$208.8K
4,444
-29%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$207.0K
6,529
-12%
清仓
GIS
GENERAL MLS INC
-$206.8K
0
-100%
清仓
REMX
VANECK ETF TRUST
-$205.5K
0
-100%
清仓
BCAL
CALIFORNIA BANCORP
-$199.7K
0
-100%
减持
MMM
3M CO
-$199.1K
3,787
-25%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$198.0K
4,573
-6%
减持
T
AT&T INC
-$191.7K
46,283
-18%
减持
CSX
CSX CORP
-$191.4K
8,044
-38%
减持
GNLX
GENELUX CORPORATION
-$190.6K
1,268,305
-6%
减持
F
FORD MTR CO
-$183.7K
14,545
-53%
减持
SHY
ISHARES TR
-$177.8K
3,354
-38%
减持
BABA
ALIBABA GROUP HLDG LTD
-$177.7K
7,863
-1%
减持
—
JOHNSON CTLS INTL PLC
-$176.2K
2,775
-46%
减持
BNY
BANK NEW YORK MELLON CORP
-$175.4K
4,591
-38%
减持
AMZN
AMAZON COM INC
+$161.5K
16,428
-11%
减持
MO
ALTRIA GROUP INC
-$153.6K
12,771
-21%
减持
GLD
SPDR GOLD TR
-$152.3K
2,527
-20%
减持
BDX
BECTON DICKINSON & CO
-$129.3K
1,142
-29%
减持
AMD
ADVANCED MICRO DEVICES INC
-$129.2K
2,177
-9%
减持
RITM
RITHM CAPITAL CORP
-$126.1K
19,051
-35%
增持
NSC
NORFOLK SOUTHN CORP
+$115.3K
1,793
+46%
减持
IEI
ISHARES TR
-$110.9K
2,219
-28%
减持
GOOG
ALPHABET INC
+$109.0K
8,010
-5%
减持
DDOG
DATADOG INC
+$105.3K
5,300
-6%
减持
GLPI
GAMING & LEISURE PPTYS INC
-$104.4K
4,159
-30%
减持
STWD
STARWOOD PPTY TR INC
-$86.4K
46,856
-2%
减持
SNOW
SNOWFLAKE INC
+$78.5K
2,029
-1%
减持
RTX
RTX CORPORATION
-$71.9K
4,991
-7%
减持
SACH
SACHEM CAP CORP
-$66.6K
13,860
-59%
减持
NFLX
NETFLIX INC
+$64.6K
1,068
-15%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$63.8K
4,557
-11%
减持
AXP
AMERICAN EXPRESS CO
-$57.9K
746
-28%
建仓
CPAC
CEMENTOS PACASMAYO S A A
+$57.5K
11,000
减持
WRB
BERKLEY W R CORP
-$50.7K
3,916
-21%
减持
WM
WASTE MGMT INC DEL
-$49.8K
1,325
-13%
增持
VOO
VANGUARD INDEX FDS
+$49.0K
1,273
+5%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$46.0K
18,923
-4%
增持
OXY
OCCIDENTAL PETE CORP
+$42.5K
7,741
+17%
减持
ADBE
ADOBE INC
-$42.4K
530
-1%