小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 99 项
建仓 8
增持 23
减持 58
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
-$3.2M
95,040
-5%
减持
AAPL
APPLE INC
-$2.3M
61,288
-3%
减持
TSLA
TESLA INC
-$1.7M
6,610
-22%
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
-$1.6M
32,758
-1%
增持
GOOGL
ALPHABET INC
-$1.1M
33,614
+1%
减持
BX
BLACKSTONE INC
-$1.0M
22,878
-6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$926.8K
4,275
-75%
减持
CVX
CHEVRON CORP NEW
+$857.5K
43,151
-2%
减持
JNJ
JOHNSON & JOHNSON
+$777.5K
45,274
-3%
清仓
TLT
ISHARES TR
-$697.9K
0
-100%
减持
GOOG
ALPHABET INC
-$611.4K
16,370
-2%
减持
ABBV
ABBVIE INC
+$603.8K
22,436
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$595.4K
9,938
-4%
减持
PM
PHILIP MORRIS INTL INC
+$470.1K
13,962
-4%
清仓
SQ
BLOCK INC
-$463.4K
0
-100%
增持
KMI
KINDER MORGAN INC DEL
+$383.9K
66,424
+20%
减持
—
EXXON MOBIL CORP
+$371.5K
44,647
-3%
增持
COST
COSTCO WHSL CORP NEW
+$369.4K
4,678
+6%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$369.4K
5,132
增持
WMB
WILLIAMS COS INC
+$346.3K
43,628
+4%
增持
PFE
PFIZER INC
+$333.5K
71,299
+28%
清仓
DELL
DELL TECHNOLOGIES INC
-$329.6K
0
-100%
增持
AMZN
AMAZON COM INC
-$321.0K
16,633
+5%
建仓
IBDS
ISHARES TR
+$318.0K
13,150
减持
KO
COCA COLA CO
+$304.6K
39,096
-2%
减持
CRM
SALESFORCE INC
-$301.3K
4,188
-2%
建仓
BINC
BLACKROCK ETF TRUST II
+$301.2K
5,750
建仓
IBDR
ISHARES TR
+$279.6K
11,550
减持
AMT
AMERICAN TOWER CORP NEW
+$270.0K
9,633
-3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$263.8K
4,641
+51%
增持
HDV
ISHARES TR
+$256.8K
4,096
+92%
增持
AVGO
BROADCOM INC
-$254.0K
15,196
+26%
清仓
NPV
NUVEEN VIRGINIA QLTY MUNCPL
-$249.8K
0
-100%
建仓
VRT
VERTIV HOLDINGS CO
+$246.9K
3,420
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$226.5K
4,375
建仓
TREX
TREX CO INC
+$220.8K
3,800
清仓
OWL
BLUE OWL CAPITAL INC
-$217.5K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$213.4K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$202.8K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$196.6K
3,039
+95%
减持
MRK
MERCK & CO INC
-$192.0K
19,069
-0%
减持
GE
GE AEROSPACE
+$183.2K
6,541
-3%
减持
META
META PLATFORMS INC
-$173.4K
2,961
-8%
减持
RTX
RTX CORPORATION
+$167.8K
10,532
-1%
减持
WELL
WELLTOWER INC
+$157.5K
6,025
-1%
减持
NEM
NEWMONT CORP
+$148.9K
13,878
-1%
清仓
ABR
ARBOR REALTY TRUST INC
-$145.4K
0
-100%
减持
WMT
WALMART INC
-$144.1K
31,488
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$134.3K
9,212
-6%
减持
MO
ALTRIA GROUP INC
+$122.1K
18,350
-2%
清仓
AGNC
AGNC INVT CORP
-$121.6K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
+$120.0K
24,851
-0%
减持
CSCO
CISCO SYS INC
+$114.7K
46,419
-0%
减持
T
AT&T INC
+$102.7K
22,352
-4%
减持
QCOM
QUALCOMM INC
-$95.6K
9,487
-6%
减持
CAT
CATERPILLAR INC
-$95.5K
2,083
-3%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
-$87.2K
5,460
+20%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$86.2K
6,992
-6%
减持
OKE
ONEOK INC NEW
-$82.8K
17,727
-3%
增持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$82.4K
4,403
+4%
减持
DIS
DISNEY WALT CO
-$76.8K
2,770
-12%
减持
HON
HONEYWELL INTL INC
-$72.9K
3,555
-3%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$70.7K
59,970
-5%
增持
KKR
KKR & CO INC
-$64.7K
3,400
+10%
增持
UBER
UBER TECHNOLOGIES INC
+$62.4K
4,617
+2%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$60.1K
1,017
-4%
减持
DOW
DOW INC
-$57.9K
8,958
-3%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$52.7K
4,915
+24%
减持
MA
MASTERCARD INCORPORATED
+$49.2K
5,950
-2%
减持
WPC
WP CAREY INC
+$45.9K
10,050
-7%
减持
—
MEDTRONIC PLC
+$44.5K
9,942
-6%
减持
LLY
ELI LILLY & CO
+$43.5K
1,466
-3%
减持
PEP
PEPSICO INC
-$38.6K
9,247
-1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$38.2K
10,714
+7%
增持
VOO
VANGUARD INDEX FDS
-$35.1K
1,695
+1%
增持
NCDL
NUVEEN CHURCHILL DIRECT LEND
+$34.9K
33,862
+5%
减持
UPS
UNITED PARCEL SERVICE INC
-$33.5K
1,937
-1%
增持
IJR
ISHARES TR
-$30.9K
19,634
+9%
减持
IEFA
ISHARES TR
+$30.5K
10,253
-3%
清仓
QSI
QUANTUM SI INC
-$29.7K
0
-100%
增持
O
REALTY INCOME CORP
+$28.9K
5,704
+1%
减持
D
DOMINION ENERGY INC
-$27.9K
3,788
-15%
减持
NEE
NEXTERA ENERGY INC
-$26.2K
5,818
-5%
减持
MCD
MCDONALDS CORP
+$23.7K
1,104
-0%
减持
SPY
SPDR S&P 500 ETF TR
-$22.0K
626
-1%
减持
—
TILRAY BRANDS INC
-$19.0K
15,000
-31%
减持
SBUX
STARBUCKS CORP
+$15.2K
8,403
-5%
建仓
—
REZOLVE AI LTD
+$13.9K
11,500
减持
NFLX
NETFLIX INC
-$13.8K
1,503
-5%
增持
ORCL
ORACLE CORP
+$12.0K
2,659
+23%
减持
TOTL
SSGA ACTIVE ETF TR
+$11.8K
24,010
-1%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$6.9K
11,896
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
+$6.8K
2,821
-3%
减持
SPGI
S&P GLOBAL INC
-$5.9K
896
-3%
减持
FBND
FIDELITY MERRIMACK STR TR
+$5.1K
8,490
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$4.9K
23,851
-12%
增持
ANET
ARISTA NETWORKS INC
-$3.5K
4,588
+41%
减持
TDG
TRANSDIGM GROUP INC
+$3.2K
213
-7%
减持
AMGN
AMGEN INC
-$2.9K
898
-17%
