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DUDLEY CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DUDLEY CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001965760
持仓数
139
前50大市值合计
$184.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 91 项
建仓 10
增持 30
减持 42
清仓 9
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$1.4M
8,445
+8%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.1M
17,025
+184%
减持
AAPL
APPLE INC
+$1.0M
63,485
-1%
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
NVDA
NVIDIA CORPORATION
+$929.1K
100,310
-3%
增持
AVGO
BROADCOM INC
+$887.0K
12,070
+9%
增持
GOOGL
ALPHABET INC
+$856.9K
33,375
+1%
减持
JNJ
JOHNSON & JOHNSON
-$825.7K
46,540
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$733.8K
24,930
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$666.1K
9,957
-7%
增持
WMB
WILLIAMS COS INC
+$664.5K
41,775
+19%
增持
COST
COSTCO WHSL CORP NEW
+$588.3K
4,425
+13%
增持
AMZN
AMAZON COM INC
+$558.4K
15,888
+1%
减持
—
MEDTRONIC PLC
-$530.1K
10,627
-31%
减持
TLT
ISHARES TR
-$516.2K
7,992
-35%
减持
—
EXXON MOBIL CORP
-$512.2K
45,909
-1%
建仓
SQ
BLOCK INC
+$463.4K
5,453
减持
KO
COCA COLA CO
-$454.5K
40,081
-2%
增持
ABBV
ABBVIE INC
-$450.4K
23,055
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$442.9K
7,457
-1%
减持
NEM
NEWMONT CORP
-$429.0K
14,003
-21%
减持
BX
BLACKSTONE INC
+$382.6K
24,425
-2%
建仓
ANET
ARISTA NETWORKS INC
+$359.0K
3,248
增持
NCDL
NUVEEN CHURCHILL DIRECT LEND
+$336.0K
32,187
+175%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$319.6K
0
-100%
清仓
BLDR
BUILDERS FIRSTSOURCE INC
-$318.9K
0
-100%
清仓
—
ARISTA NETWORKS INC
-$316.7K
0
-100%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$306.5K
4,560
清仓
DVN
DEVON ENERGY CORP NEW
-$295.0K
0
-100%
减持
NFLX
NETFLIX INC
+$282.0K
1,588
-1%
减持
KMI
KINDER MORGAN INC DEL
+$278.9K
55,152
-1%
建仓
UBER
UBER TECHNOLOGIES INC
+$274.0K
4,542
减持
QCOM
QUALCOMM INC
-$271.8K
10,108
-6%
减持
MRK
MERCK & CO INC
-$271.0K
19,136
-0%
建仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$270.0K
3,647
减持
CRM
SALESFORCE INC
+$255.5K
4,263
-0%
减持
CSCO
CISCO SYS INC
+$247.3K
46,450
-1%
清仓
CAVA
CAVA GROUP INC
-$244.6K
0
-100%
增持
MSFT
MICROSOFT CORP
-$239.6K
33,086
+0%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$234.5K
212
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$228.1K
3,965
建仓
OWL
BLUE OWL CAPITAL INC
+$217.5K
9,350
清仓
OXY
OCCIDENTAL PETE CORP
-$206.2K
0
-100%
清仓
INTC
INTEL CORP
-$206.0K
0
-100%
清仓
SJNK
SPDR SER TR
-$203.3K
0
-100%
减持
LLY
ELI LILLY & CO
-$200.6K
1,512
-2%
减持
MA
MASTERCARD INCORPORATED
+$195.0K
6,100
-0%
减持
PEP
PEPSICO INC
-$189.9K
9,372
-1%
增持
OKE
ONEOK INC NEW
+$172.7K
18,344
+0%
减持
GD
GENERAL DYNAMICS CORP
-$161.8K
3,789
-1%
增持
HD
HOME DEPOT INC
-$157.2K
9,945
+0%
减持
PFE
PFIZER INC
-$152.3K
55,531
-1%
减持
SBUX
STARBUCKS CORP
-$149.7K
8,867
-10%
增持
META
META PLATFORMS INC
+$142.8K
3,211
+6%
减持
DOW
DOW INC
-$136.6K
9,236
-1%
增持
WPC
WP CAREY INC
+$127.4K
10,800
+46%
减持
DELL
DELL TECHNOLOGIES INC
-$116.1K
2,860
-24%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$116.1K
10,363
-1%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
+$110.9K
4,218
+59%
减持
O
REALTY INCOME CORP
-$110.5K
5,654
-13%
减持
BOND
PIMCO ETF TR
-$98.1K
15,510
-2%
减持
TOTL
SSGA ACTIVE ETF TR
-$98.0K
24,260
-5%
清仓
—
GRAYSCALE BITCOIN MINI TR BT
-$79.5K
0
-100%
增持
IJR
ISHARES TR
+$77.8K
18,087
+5%
减持
RTX
RTX CORPORATION
-$74.0K
10,605
-1%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$67.1K
1,559
-28%
减持
CAT
CATERPILLAR INC
-$62.7K
2,157
-0%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$61.9K
1,061
+12%
减持
HON
HONEYWELL INTL INC
+$54.6K
3,655
-2%
增持
CVX
CHEVRON CORP NEW
-$49.6K
43,920
+1%
增持
SPGI
S&P GLOBAL INC
+$43.7K
926
+15%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$41.1K
4,846
-9%
减持
AGNC
AGNC INVT CORP
-$36.9K
13,200
-13%
减持
PSEC
PROSPECT CAP CORP
-$32.2K
27,900
-2%
建仓
QSI
QUANTUM SI INC
+$29.7K
11,000
减持
NSC
NORFOLK SOUTHN CORP
-$29.1K
1,655
-1%
建仓
—
TILRAY BRANDS INC
+$28.9K
21,725
增持
MO
ALTRIA GROUP INC
+$24.5K
18,728
+0%
减持
PM
PHILIP MORRIS INTL INC
-$20.9K
14,509
-0%
增持
AMGN
AMGEN INC
-$20.1K
1,085
+15%
减持
MCD
MCDONALDS CORP
-$19.9K
1,108
-1%
增持
HDV
ISHARES TR
+$18.0K
2,132
+13%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$14.9K
9,809
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$14.7K
1,330
+100%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
+$12.7K
62,820
-2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$12.5K
10,012
+3%
增持
D
DOMINION ENERGY INC
-$11.8K
4,461
+2%
增持
TDG
TRANSDIGM GROUP INC
-$11.1K
230
+8%
减持
T
AT&T INC
+$10.2K
23,252
-1%
增持
BXP
BXP INC
+$6.6K
4,200
+11%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$4.8K
11,809
+1%
增持
ORCL
ORACLE CORP
+$402
2,159
+2%