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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 103 项
建仓 9
增持 44
减持 40
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
GOOGL
ALPHABET INC
+$2.5M
33,135
+3%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$1.6M
103,392
减持
MSFT
MICROSOFT CORP
-$1.2M
32,345
-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
GOOG
ALPHABET INC
+$1.1M
16,071
-1%
增持
JNJ
JOHNSON & JOHNSON
+$1.0M
45,483
+1%
减持
AAPL
APPLE INC
+$941.9K
58,107
-0%
增持
TSLA
TESLA INC
+$666.2K
8,723
+19%
减持
HD
HOME DEPOT INC
-$613.1K
9,930
-0%
增持
IBDR
ISHARES TR
+$553.0K
47,292
+94%
增持
—
EXXON MOBIL CORP
+$507.2K
46,005
+3%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$486.4K
6,544
+62%
增持
MRK
MERCK & CO INC
+$475.1K
19,360
+4%
增持
LLY
ELI LILLY & CO
+$467.4K
1,475
+1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$466.0K
12,063
+8%
减持
ORCL
ORACLE CORP
-$446.0K
1,549
-42%
增持
CSCO
CISCO SYS INC
+$401.6K
46,574
+0%
减持
NVDA
NVIDIA CORPORATION
-$362.4K
75,420
-2%
建仓
NVO
NOVO-NORDISK A S
+$361.2K
7,100
增持
IBDS
ISHARES TR
+$359.4K
34,175
+77%
减持
BX
BLACKSTONE INC
-$350.2K
20,782
-0%
减持
LTBR
LIGHTBRIDGE CORP
-$345.5K
30,000
-12%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$334.7K
3,710
-32%
减持
TOTL
SSGA ACTIVE ETF TR
-$315.0K
16,265
-32%
建仓
NVDL
GRANITESHARES ETF TR
+$264.0K
3,000
建仓
IBDT
ISHARES TR
+$262.2K
10,300
减持
CRWD
CROWDSTRIKE HLDGS INC
-$249.4K
6,840
-3%
清仓
—
NEBIUS GROUP N.V.
-$245.3K
0
-100%
清仓
MSTR
STRATEGY INC
-$244.9K
0
-100%
减持
ANET
ARISTA NETWORKS INC
-$240.6K
4,482
-21%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$237.6K
21,459
+28%
减持
AMT
AMERICAN TOWER CORP NEW
-$237.0K
8,805
-5%
建仓
FEIM
FREQUENCY ELECTRS INC
+$236.9K
4,400
建仓
APH
AMPHENOL CORP NEW
+$235.1K
1,740
减持
COST
COSTCO WHSL CORP NEW
-$229.0K
2,318
-4%
清仓
APD
AIR PRODS & CHEMS INC
-$218.2K
0
-100%
建仓
IBTG
ISHARES TR
+$208.7K
9,125
清仓
ITW
ILLINOIS TOOL WKS INC
-$208.6K
0
-100%
清仓
STRL
STERLING INFRASTRUCTURE INC
-$203.8K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$203.5K
0
-100%
建仓
APLD
APPLIED DIGITAL CORP
+$203.5K
8,300
建仓
INTC
INTEL CORP
+$203.5K
5,514
清仓
—
ISHARES TR
-$202.8K
0
-100%
清仓
MPC
MARATHON PETE CORP
-$202.0K
0
-100%
清仓
OKLO
OKLO INC
-$200.9K
0
-100%
减持
AMZN
AMAZON COM INC
+$198.6K
17,727
-0%
增持
CAT
CATERPILLAR INC
+$197.2K
2,056
+0%
减持
MO
ALTRIA GROUP INC
-$193.2K
18,176
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$181.2K
11,242
+1%
增持
NOC
NORTHROP GRUMMAN CORP
-$177.3K
4,735
+0%
增持
NFLX
NETFLIX INC
-$170.7K
17,935
+1061%
增持
NOW
SERVICENOW INC
-$164.7K
4,740
+390%
减持
RTX
RTX CORPORATION
+$164.6K
10,491
-0%
减持
JPM
JPMORGAN CHASE & CO.
+$160.8K
24,807
-0%
增持
KO
COCA COLA CO
+$149.4K
39,499
+0%
增持
WMB
WILLIAMS COS INC
-$138.2K
44,192
+0%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$137.6K
697
-31%
增持
META
META PLATFORMS INC
+$131.8K
3,704
+18%
减持
AVGO
BROADCOM INC
+$129.3K
15,421
-2%
增持
CVX
CHEVRON CORP NEW
-$122.7K
42,979
+0%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$115.5K
9,658
+13%
增持
VOO
VANGUARD INDEX FDS
+$97.9K
1,861
+7%
减持
PM
PHILIP MORRIS INTL INC
-$96.5K
13,368
-3%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$94.1K
47,670
-11%
减持
T
AT&T INC
-$90.7K
21,761
-3%
增持
VZ
VERIZON COMMUNICATIONS INC
-$79.1K
30,701
+1%
增持
KMI
KINDER MORGAN INC DEL
+$63.6K
83,438
+6%
增持
PG
PROCTER AND GAMBLE CO
-$61.7K
6,725
+1%
增持
ABBV
ABBVIE INC
-$60.9K
22,211
+0%
减持
HON
HONEYWELL INTL INC
-$60.3K
3,505
-1%
减持
NCDL
NUVEEN CHURCHILL DIRECT LEND
-$56.2K
23,100
-13%
增持
NEE
NEXTERA ENERGY INC
+$52.0K
6,118
+5%
增持
GLW
CORNING INC
+$48.5K
4,676
+6%
清仓
—
TILRAY BRANDS INC
-$45.0K
0
-100%
增持
GEV
GE VERNOVA INC
+$44.3K
987
+1%
增持
QCOM
QUALCOMM INC
+$44.1K
9,296
+0%
减持
BOND
PIMCO ETF TR
-$42.8K
15,040
-3%
增持
OKE
ONEOK INC NEW
+$42.7K
18,742
+2%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$36.1K
4,207
-4%
减持
NSC
NORFOLK SOUTHN CORP
-$30.5K
1,327
-4%
减持
SPGI
S&P GLOBAL INC
+$28.3K
844
-0%
减持
O
REALTY INCOME CORP
-$26.6K
5,545
-1%
减持
IJR
ISHARES TR
-$26.6K
2,283
-10%
增持
HOOD
ROBINHOOD MKTS INC
+$25.7K
2,000
+43%
增持
PFE
PFIZER INC
-$24.6K
68,020
+1%
增持
APP
APPLOVIN CORP
-$24.5K
950
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$24.4K
618
+4%
减持
VRT
VERTIV HOLDINGS CO
+$23.7K
3,475
-3%
减持
DIS
DISNEY WALT CO
-$19.4K
2,645
-5%
增持
ET
ENERGY TRANSFER L P
+$16.6K
13,657
+12%
增持
BINC
BLACKROCK ETF TRUST II
+$16.2K
23,589
+2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$15.5K
1,639
-11%
增持
UBER
UBER TECHNOLOGIES INC
+$13.7K
5,637
+24%
增持
IWY
ISHARES TR
+$12.1K
1,130
+3%
减持
KKR
KKR & CO INC
-$12.1K
3,570
-1%
增持
IGV
ISHARES TR
-$10.3K
1,957
+4%
减持
MCD
MCDONALDS CORP
-$5.9K
979
-2%
减持
—
MEDTRONIC PLC
+$5.5K
9,864
-0%
减持
VNOM
VIPER ENERGY INC
-$5.4K
8,263
-3%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$5.4K
12,159
+1%
增持
SBUX
STARBUCKS CORP
-$3.1K
8,313
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$3.0K
4,341
+0%
减持
MA
MASTERCARD INCORPORATED
-$2.0K
5,920
-0%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
+$599
4,872
-0%
