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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 104 项
建仓 12
增持 40
减持 46
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$2.7M
58,340
-2%
增持
GOOGL
ALPHABET INC
+$2.2M
32,193
+2%
减持
NVDA
NVIDIA CORPORATION
+$2.1M
77,330
-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
JNJ
JOHNSON & JOHNSON
+$1.5M
45,235
-0%
增持
TSLA
TESLA INC
+$1.1M
7,323
+9%
减持
ABBV
ABBVIE INC
+$982.4K
22,182
-1%
增持
AVGO
BROADCOM INC
+$915.8K
15,786
+1%
增持
BINC
BLACKROCK ETF TRUST II
+$854.8K
23,077
+226%
减持
MSFT
MICROSOFT CORP
+$623.1K
32,525
-0%
减持
CVX
CHEVRON CORP NEW
+$506.6K
42,972
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$453.3K
11,160
+22%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$452.7K
11,134
+5%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$404.6K
5,450
+26%
增持
HD
HOME DEPOT INC
+$383.8K
9,946
+0%
增持
ANET
ARISTA NETWORKS INC
+$373.9K
5,682
+28%
增持
APP
APPLOVIN CORP
+$365.3K
925
+8%
建仓
GLW
CORNING INC
+$360.9K
4,400
建仓
VNOM
VIPER ENERGY INC
+$324.6K
8,494
减持
AMT
AMERICAN TOWER CORP NEW
-$323.3K
9,271
-3%
建仓
IWY
ISHARES TR
+$301.0K
1,100
减持
BX
BLACKSTONE INC
+$293.1K
20,799
-5%
减持
PM
PHILIP MORRIS INTL INC
-$284.5K
13,815
-0%
增持
KMI
KINDER MORGAN INC DEL
+$273.5K
78,775
+18%
增持
IBDR
ISHARES TR
+$248.0K
24,400
+72%
建仓
—
NEBIUS GROUP N.V.
+$245.3K
2,185
建仓
MSTR
STRATEGY INC
+$244.9K
760
清仓
AMD
ADVANCED MICRO DEVICES INC
-$242.4K
0
-100%
清仓
BAH
BOOZ ALLEN HAMILTON HLDG COR
-$233.1K
0
-100%
清仓
D
DOMINION ENERGY INC
-$231.1K
0
-100%
增持
RTX
RTX CORPORATION
+$224.3K
10,515
+0%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$224.0K
0
-100%
建仓
IGV
ISHARES TR
+$217.1K
1,888
增持
NFLX
NETFLIX INC
-$212.6K
1,545
+0%
建仓
ITW
ILLINOIS TOOL WKS INC
+$208.6K
800
清仓
NVDL
GRANITESHARES ETF TR
-$204.2K
0
-100%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$203.8K
600
减持
CRM
SALESFORCE INC
-$203.5K
3,933
-6%
建仓
—
ISHARES TR
+$202.8K
8,050
建仓
MPC
MARATHON PETE CORP
+$202.0K
1,048
建仓
OKLO
OKLO INC
+$200.9K
1,800
建仓
HOOD
ROBINHOOD MKTS INC
+$200.5K
1,400
减持
—
EXXON MOBIL CORP
+$199.6K
44,603
-0%
减持
CAT
CATERPILLAR INC
+$177.4K
2,055
-1%
增持
KO
COCA COLA CO
-$174.3K
39,386
+0%
减持
NCDL
NUVEEN CHURCHILL DIRECT LEND
-$171.0K
26,400
-20%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$170.5K
53,770
-10%
增持
AMZN
AMAZON COM INC
+$166.0K
17,731
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$162.1K
16,718
+24%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
+$154.4K
4,405
-16%
增持
META
META PLATFORMS INC
+$153.0K
3,150
+8%
增持
MO
ALTRIA GROUP INC
+$140.8K
18,790
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$135.9K
7,047
-0%
增持
COST
COSTCO WHSL CORP NEW
-$130.0K
2,407
+1%
减持
ORCL
ORACLE CORP
+$122.8K
2,659
-7%
减持
WMT
WALMART INC
+$121.1K
32,132
-2%
增持
OKE
ONEOK INC NEW
-$119.6K
18,293
+3%
增持
VRT
VERTIV HOLDINGS CO
+$109.8K
3,575
+7%
增持
VOO
VANGUARD INDEX FDS
+$106.0K
1,746
+3%
减持
PFE
PFIZER INC
-$101.8K
67,436
-10%
增持
IBDS
ISHARES TR
+$96.0K
19,325
+25%
减持
GE
GE AEROSPACE
+$93.6K
5,710
-10%
减持
HON
HONEYWELL INTL INC
-$81.4K
3,535
-0%
减持
MRK
MERCK & CO INC
+$77.8K
18,619
-1%
减持
PEP
PEPSICO INC
+$74.0K
8,969
-0%
减持
IEFA
ISHARES TR
-$69.4K
8,502
-13%
增持
QCOM
QUALCOMM INC
+$66.5K
9,293
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$64.4K
5,074
+19%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$62.6K
27,476
-2%
减持
PG
PROCTER AND GAMBLE CO
-$60.1K
6,674
-2%
减持
SBUX
STARBUCKS CORP
-$59.6K
8,312
-0%
减持
—
MEDTRONIC PLC
+$58.9K
9,891
-2%
减持
CLS
CELESTICA INC
+$54.9K
1,300
-24%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$54.8K
8,533
+1%
增持
NOW
SERVICENOW INC
-$50.9K
968
+6%
增持
IJR
ISHARES TR
+$48.1K
2,533
+9%
增持
CSCO
CISCO SYS INC
-$44.0K
46,565
+0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
+$42.1K
1,012
-0%
清仓
—
REZOLVE AI PLC
-$41.5K
0
-100%
增持
WMB
WILLIAMS COS INC
+$41.1K
44,114
+1%
增持
—
TILRAY BRANDS INC
+$38.8K
26,000
+73%
减持
MA
MASTERCARD INCORPORATED
+$38.0K
5,945
-0%
减持
NSC
NORFOLK SOUTHN CORP
+$35.6K
1,377
-7%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$32.3K
4,044
+0%
增持
SPGI
S&P GLOBAL INC
-$31.8K
848
+1%
减持
T
AT&T INC
-$30.1K
22,352
-2%
减持
SPY
SPDR S&P 500 ETF TR
+$25.7K
596
-1%
减持
—
EATON CORP PLC
-$16.3K
1,434
-7%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$16.1K
1,839
-21%
减持
UBER
UBER TECHNOLOGIES INC
-$16.0K
4,562
-8%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$14.1K
4,335
+0%
减持
O
REALTY INCOME CORP
+$13.0K
5,580
-1%
减持
BOND
PIMCO ETF TR
+$13.0K
15,455
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$11.9K
30,251
-1%
减持
ALL
ALLSTATE CORP
+$11.1K
3,517
-5%
减持
XEVVX
EATON VANCE LIMITED DURATION
-$9.6K
17,383
-4%
减持
HDV
ISHARES TR
+$9.4K
5,661
-3%
增持
LLY
ELI LILLY & CO
-$8.6K
1,465
+1%
增持
KKR
KKR & CO INC
-$7.7K
3,595
+1%
增持
ET
ENERGY TRANSFER L P
-$6.9K
12,157
+2%
减持
TOTL
SSGA ACTIVE ETF TR
+$6.6K
23,900
-0%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$6.5K
12,071
+1%
减持
MCD
MCDONALDS CORP
+$4.5K
1,004
-2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.7K
4,873
+0%
减持
FBND
FIDELITY MERRIMACK STR TR
-$976
8,280
-1%
