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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 97 项
建仓 16
增持 31
减持 44
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
-$3.8M
32,063
-1%
减持
—
EXXON MOBIL CORP
+$2.3M
45,915
-0%
减持
CVX
CHEVRON CORPORATION
+$2.2M
42,468
-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
44,558
-2%
减持
TSLA
TESLA INC
-$1.2M
7,318
-16%
建仓
ACWX
ISHARES TR
+$1.2M
17,351
减持
GOOGL
ALPHABET INC
-$1.2M
31,941
-4%
减持
NVDA
NVIDIA CORPORATION
-$1.1M
74,190
-2%
增持
AAPL
APPLE INC
-$966.2K
58,437
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$947.4K
5,786
-15%
减持
BX
BLACKSTONE INC
-$896.6K
20,060
-3%
建仓
IBTH
ISHARES TR
+$882.1K
39,325
减持
JPM
JPMORGAN CHASE & CO
-$765.2K
24,572
-1%
减持
META
META PLATFORMS INC
-$749.1K
2,964
-20%
减持
GOOG
ALPHABET INC
-$636.0K
15,363
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$610.5K
11,220
-0%
增持
BPRE
BLUEROCK PVT REAL ESTATE FD
+$581.9K
128,403
+24%
减持
AVGO
BROADCOM INC
-$580.0K
15,370
-0%
减持
AMT
AMERICAN TOWER CORP
-$563.0K
5,695
-35%
减持
AMZN
AMAZON COM INC
-$545.5K
17,027
-4%
减持
WMB
WILLIAMS COS INC
+$539.8K
43,915
-1%
减持
MA
MASTERCARD INCORPORATED
-$530.5K
5,702
-4%
增持
KMI
KINDER MORGAN INC DEL
+$505.3K
83,478
+0%
减持
QCOM
QUALCOMM INC
-$466.5K
8,725
-6%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$399.8K
29,351
+37%
增持
OKE
ONEOK INC NEW
+$358.8K
19,209
+2%
增持
CRM
SALESFORCE INC
-$307.7K
3,934
+0%
减持
APP
APPLOVIN CORP
-$303.8K
845
-11%
清仓
ORCL
ORACLE CORP
-$301.9K
0
-100%
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$301.8K
636
增持
VZ
VERIZON COMMUNICATIONS INC
+$300.0K
30,886
+1%
增持
MRK
MERCK & CO INC
+$292.0K
19,368
+0%
减持
WMT
WALMART INC
+$285.9K
31,105
-3%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$282.1K
639
-61%
减持
CAT
CATERPILLAR INC
+$277.7K
2,055
-0%
减持
NOW
SERVICENOW INC
-$276.6K
4,300
-9%
减持
COST
COSTCO WHOLESALE CORPORATION
+$266.0K
2,273
-2%
增持
PG
PROCTER & GAMBLE CO
+$259.8K
8,471
+26%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$259.1K
8,083
-16%
建仓
MPC
MARATHON PETE CORP
+$257.5K
1,054
减持
LLY
ELI LILLY & CO
-$249.6K
1,452
-2%
清仓
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$249.3K
0
-100%
建仓
AVGU
GRANITESHARES ETF TR
+$244.7K
9,400
建仓
STRL
STERLING INFRASTRUCTURE INC
+$244.4K
600
减持
UBER
UBER TECHNOLOGIES INC
-$235.0K
3,137
-44%
建仓
APD
AIR PRODUCTS AND CHEMICALS I
+$232.4K
800
增持
ABBV
ABBVIE INC
-$229.1K
22,281
+0%
清仓
HOOD
ROBINHOOD MKTS INC
-$226.2K
0
-100%
建仓
VRTL
GRANITESHARES ETF TR
+$223.0K
2,200
增持
GEV
GE VERNOVA INC
+$221.7K
993
+1%
建仓
DOW
DOW HLDGS INC
+$221.4K
5,316
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$217.9K
0
-100%
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$217.6K
4,131
-2%
增持
PFE
PFIZER INC
+$217.3K
68,054
+0%
建仓
ITW
ILLINOIS TOOL WKS INC
+$208.2K
800
清仓
IGV
ISHARES TR
-$206.8K
0
-100%
建仓
SLB
SLB LIMITED
+$203.9K
3,968
清仓
APLD
APPLIED DIGITAL CORP
-$203.5K
0
-100%
建仓
IWX
ISHARES TR
+$203.4K
2,195
建仓
D
DOMINION ENERGY INC
+$200.6K
3,245
增持
IBDS
ISHARES TR
+$192.6K
42,175
+23%
增持
IBTG
ISHARES TR
+$163.1K
16,225
+78%
增持
IBDR
ISHARES TR
+$163.1K
53,999
+14%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$161.2K
12,317
+2%
减持
VRT
VERTIV HOLDINGS CO
+$157.4K
2,875
-17%
增持
MO
ALTRIA GROUP INC
+$152.9K
18,199
+0%
减持
GE
GE AEROSPACE
-$145.6K
5,685
-0%
建仓
NBIL
GRANITESHARES ETF TR
+$143.0K
13,800
减持
CLS
CELESTICA INC
-$130.8K
900
-31%
减持
KKR
KKR & CO INC
-$129.5K
3,520
-1%
建仓
OWL
BLUE OWL CAPITAL INC
+$124.4K
13,620
减持
NEM
NEWMONT CORP
+$105.4K
13,729
-1%
增持
RTX
RTX CORPORATION
+$99.9K
10,492
+0%
增持
—
EATON CORP PLC
+$91.9K
1,534
+7%
减持
ANET
ARISTA NETWORKS INC
-$91.6K
4,037
-10%
减持
NCDL
NUVEEN CHURCHILL DIRECT LEND
-$82.4K
17,750
-23%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$80.8K
46,270
-3%
建仓
AP
AMPCO-PITTSBURG CORP
+$73.9K
11,000
增持
VNOM
VIPER ENERGY INC
+$69.6K
8,275
+0%
增持
PM
PHILIP MORRIS INTL INC
+$66.5K
13,371
+0%
减持
TFC
TRUIST FINL CORP
-$56.3K
16,254
-0%
增持
SBUX
STARBUCKS CORP
+$44.9K
8,315
+0%
增持
NVO
NOVO-NORDISK A S
-$43.2K
8,655
+22%
减持
NFLX
NETFLIX INC.
+$38.1K
17,885
-0%
增持
IWY
ISHARES TR
-$30.7K
1,135
+0%
减持
AMGN
AMGEN INC
+$29.2K
1,230
-0%
增持
CSCO
CISCO SYS INC
+$26.8K
46,583
+0%
增持
BINC
BLACKROCK ETF TRUST II
-$19.6K
23,593
+0%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$17.5K
12,256
+1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$16.4K
4,620
+25%
增持
FEIM
FREQUENCY ELECTRS INC
-$15.6K
5,000
+14%
减持
O
REALTY INCOME CORP
+$14.4K
5,345
-4%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$13.6K
4,301
-1%
增持
NSC
NORFOLK SOUTHN CORP
+$12.1K
1,377
+4%
减持
ET
ENERGY TRANSFER L P
-$9.9K
11,157
-18%
增持
FBND
FIDELITY MERRIMACK STR TR
+$5.6K
8,480
+2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$2.8K
4,871
-0%
