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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 96 项
建仓 6
增持 36
减持 47
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$3.9M
32,615
-0%
减持
COST
COSTCO WHSL CORP NEW
-$2.1M
2,382
-49%
减持
NVDA
NVIDIA CORPORATION
+$2.0M
78,160
-18%
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
IJR
ISHARES TR
-$1.8M
2,314
-88%
增持
AVGO
BROADCOM INC
+$1.7M
15,571
+2%
减持
AAPL
APPLE INC
-$1.5M
59,269
-3%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.1M
7,052
+1%
减持
JPM
JPMORGAN CHASE & CO.
+$1.1M
24,831
-0%
减持
CVX
CHEVRON CORP NEW
-$1.1M
43,065
-0%
建仓
NOW
SERVICENOW INC
+$941.7K
916
增持
NFLX
NETFLIX INC
+$663.3K
1,542
+3%
增持
JNJ
JOHNSON & JOHNSON
-$582.1K
45,342
+0%
增持
AMZN
AMAZON COM INC
+$562.6K
16,989
+2%
减持
ABBV
ABBVIE INC
-$547.2K
22,377
-0%
增持
—
EXXON MOBIL CORP
-$480.5K
44,800
+0%
减持
META
META PLATFORMS INC
+$453.2K
2,927
-1%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$427.5K
8,478
+65%
增持
WMT
WALMART INC
+$426.2K
32,629
+4%
增持
TSLA
TESLA INC
+$423.2K
6,725
+2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$405.0K
9,144
-1%
减持
GOOGL
ALPHABET INC
+$381.0K
31,658
-6%
增持
CSCO
CISCO SYS INC
+$365.5K
46,555
+0%
减持
GOOG
ALPHABET INC
+$324.2K
16,245
-1%
减持
GE
GE AEROSPACE
+$315.0K
6,310
-4%
清仓
DOW
DOW INC
-$312.8K
0
-100%
减持
PM
PHILIP MORRIS INTL INC
+$309.1K
13,865
-1%
增持
OKE
ONEOK INC NEW
-$304.4K
17,818
+1%
建仓
APP
APPLOVIN CORP
+$299.3K
855
清仓
TDG
TRANSDIGM GROUP INC
-$294.6K
0
-100%
清仓
BXP
BXP INC
-$282.2K
0
-100%
清仓
CHDN
CHURCHILL DOWNS INC
-$273.2K
0
-100%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$267.7K
5,260
-4%
建仓
CLS
CELESTICA INC
+$265.4K
1,700
增持
ORCL
ORACLE CORP
+$253.3K
2,859
+8%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$242.4K
1,708
增持
VZ
VERIZON COMMUNICATIONS INC
+$235.7K
30,451
+28%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$228.8K
4,325
+1%
减持
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$227.3K
2,239
-49%
减持
MRK
MERCK & CO INC
-$226.7K
18,758
-2%
清仓
TREX
TREX CO INC
-$220.8K
0
-100%
减持
GEV
GE VERNOVA INC
+$216.6K
977
-1%
清仓
UPS
UNITED PARCEL SERVICE INC
-$213.1K
0
-100%
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$210.6K
4,257
建仓
NVDL
GRANITESHARES ETF TR
+$204.2K
2,900
减持
PEP
PEPSICO INC
-$200.8K
8,979
-3%
增持
HDV
ISHARES TR
+$187.7K
5,836
+42%
减持
VRT
VERTIV HOLDINGS CO
+$182.6K
3,345
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$148.0K
10,591
+7%
增持
WMB
WILLIAMS COS INC
+$146.3K
43,838
+0%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$143.5K
13,536
+26%
减持
RTX
RTX CORPORATION
+$140.1K
10,513
-0%
减持
NEM
NEWMONT CORP
+$135.6K
13,829
-0%
增持
UBER
UBER TECHNOLOGIES INC
+$126.6K
4,962
+7%
减持
CAT
CATERPILLAR INC
+$116.3K
2,069
-1%
清仓
PSEC
PROSPECT CAP CORP
-$114.4K
0
-100%
减持
—
EATON CORP PLC
+$111.5K
1,549
-5%
减持
ANET
ARISTA NETWORKS INC
+$98.6K
4,438
-3%
增持
VOO
VANGUARD INDEX FDS
+$92.1K
1,696
+0%
减持
LLY
ELI LILLY & CO
-$84.4K
1,445
-1%
增持
KKR
KKR & CO INC
+$81.8K
3,570
+5%
增持
DIS
DISNEY WALT CO
+$73.6K
2,798
+1%
减持
HON
HONEYWELL INTL INC
+$72.8K
3,545
-0%
增持
BINC
BLACKROCK ETF TRUST II
+$72.7K
7,075
+23%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$69.2K
4,043
-13%
增持
IBDR
ISHARES TR
+$65.3K
14,225
+23%
增持
AMGN
AMGEN INC
+$64.5K
1,233
+37%
减持
BX
BLACKSTONE INC
+$62.5K
21,797
-5%
增持
KMI
KINDER MORGAN INC DEL
+$61.6K
66,553
+0%
减持
SBUX
STARBUCKS CORP
-$61.4K
8,325
-1%
增持
IBDS
ISHARES TR
+$56.4K
15,425
+17%
减持
MCD
MCDONALDS CORP
-$44.2K
1,029
-7%
减持
NCDL
NUVEEN CHURCHILL DIRECT LEND
-$39.7K
33,062
-2%
减持
IEFA
ISHARES TR
+$36.0K
9,723
-5%
增持
T
AT&T INC
+$29.2K
22,852
+2%
增持
—
REZOLVE AI PLC
+$27.6K
13,500
+17%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$25.3K
2,339
-23%
减持
QCOM
QUALCOMM INC
+$22.3K
9,290
-2%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$22.1K
59,770
-0%
减持
SPY
SPDR S&P 500 ETF TR
+$21.0K
601
-4%
减持
AUB
ATLANTIC UN BANKSHARES CORP
-$19.3K
29,321
-2%
增持
D
DOMINION ENERGY INC
+$18.7K
4,088
+8%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$15.8K
11,986
+1%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$15.0K
2,746
-3%
减持
NSC
NORFOLK SOUTHN CORP
-$13.9K
1,477
-11%
增持
KO
COCA COLA CO
-$13.7K
39,383
+1%
增持
PFE
PFIZER INC
+$13.3K
75,084
+5%
减持
CRM
SALESFORCE INC
+$11.7K
4,165
-1%
减持
SPGI
S&P GLOBAL INC
-$10.8K
843
-6%
增持
—
MEDTRONIC PLC
-$10.2K
10,131
+2%
减持
AMT
AMERICAN TOWER CORP NEW
+$10.0K
9,530
-1%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$8.7K
4,325
-1%
减持
O
REALTY INCOME CORP
-$4.7K
5,662
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$4.3K
4,865
-1%
减持
FBND
FIDELITY MERRIMACK STR TR
-$3.7K
8,390
-1%
增持
MO
ALTRIA GROUP INC
-$896
18,770
+2%
增持
WPC
WP CAREY INC
+$461
10,175
+1%
