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DUDLEY CAPITAL MANAGEMENT, LLC · 13F 持仓分析
期权收益计算器 机构排行

DUDLEY CAPITAL MANAGEMENT, LLC

No.6371 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.50亿
环比变动 Q1 2026
+$2,357.7万+10.4%
持仓股票数
147
新买入
14
加仓
45
减仓
38
清仓
6
持股不变
50
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
苹果AAPL
6.73%6.54%$1,683.3万5.8万股$1,483.1万5.8万股-264股-0.45%减仓
英伟达NVDA
5.9%5.71%$1,475.8万7.4万股$1,293.9万7.4万股-434股-0.58%减仓
微软MSFT
4.82%5.23%$1,207.2万3.2万股$1,186.9万3.2万股+300股+0.94%加仓
谷歌AGOOGL
4.57%4.05%$1,144.8万3.2万股$918.5万3.2万股+93股+0.29%加仓
强生JNJ
4.52%4.8%$1,132.1万4.5万股$1,089.2万4.5万股+17股+0.04%加仓
摩根大通JPM
3.21%3.19%$804.3万2.5万股$722.8万2.5万股+1股+0.00%加仓
雪佛龙CVX
2.84%3.88%$709.8万4.3万股$878.7万4.2万股+354股+0.83%加仓
埃克森美孚XOM
2.52%3.44%$631.5万4.6万股$779.0万4.6万股+276股+0.60%加仓
伯克希尔哈撒韦BRK.B
2.48%2.6%$622.0万1.2万股$590.2万1.2万股+113股+0.92%加仓
博通AVGO
2.34%2.1%$585.0万1.5万股$475.7万1.5万股+117股+0.76%加仓
艾伯维ABBV
2.24%2.14%$561.3万2.2万股$484.6万2.2万股+26股+0.12%加仓
思科CSCO
2.19%1.59%$547.3万4.7万股$361.4万4.7万股+7股+0.02%加仓
AAlphabet Inc Class CGOOG
2.15%1.94%$539.3万1.5万股$440.7万1.5万股-100股-0.65%减仓
CrowdStrikeCRWD
1.72%1%$430.1万5,636股$225.9万5,786股-150股-2.59%减仓
亚马逊AMZN
1.63%1.56%$407.0万1.7万股$354.6万1.7万股+50股+0.29%加仓
沃尔玛WMT
1.41%1.71%$352.3万3.1万股$386.6万3.1万股+5股+0.02%加仓
家得宝HD
1.4%1.44%$350.2万9,930股$326.6万9,930股00.00%持仓不变
IIBMIBM
1.37%1.2%$343.2万1.2万股$272.0万1.1万股+986股+8.79%加仓
威廉姆斯WMB
1.3%1.41%$326.6万4.4万股$319.6万4.4万股+23股+0.05%加仓
可口可乐KO
1.28%1.32%$320.4万3.9万股$300.4万3.9万股-72股-0.18%减仓
特斯拉TSLA
1.23%1.2%$307.3万7,306股$272.0万7,318股-12股-0.16%减仓
VisaV
1.16%1.13%$289.6万8,442股$255.2万8,442股00.00%持仓不变
万事达MA
1.13%1.26%$283.6万5,522股$284.9万5,702股-180股-3.16%减仓
KINDER MORGAN DEL COMKMI
1.07%1.23%$266.8万8.3万股$279.9万8.3万股-10股-0.01%减仓
默沙东MRK
0.99%1.03%$249.0万1.9万股$233.0万1.9万股+8股+0.04%加仓
PHILIP MORRIS INTLPM
0.97%0.98%$242.0万1.3万股$221.1万1.3万股+3股+0.02%加仓
NORTHROP GRUMMAN COMNOC
0.96%1.42%$241.2万4,735股$323.0万4,735股00.00%持仓不变
黑石集团BX
0.91%1.02%$227.8万1.9万股$230.7万2.0万股-697股-3.47%减仓
卡特彼勒CAT
0.87%0.64%$218.8万2,055股$145.6万2,055股00.00%持仓不变
好市多COST
0.85%1%$212.6万2,273股$226.5万2,273股00.00%持仓不变
GE航空GE
0.85%0.71%$212.5万5,685股$161.3万5,685股00.00%持仓不变
雷神技术RTX
0.79%0.89%$198.9万1.0万股$202.4万1.0万股-9股-0.09%减仓
Genuine Parts Co ComGPC
0.77%0.77%$193.7万1.6万股$173.6万1.6万股00.00%持仓不变
BBLUEROCK PVT REAL ESTATE FDBPRE
0.75%0.94%$186.5万14.3万股$213.3万12.8万股+1.5万股+11.66%加仓
宝洁PG
0.71%0.54%$177.4万1.2万股$122.4万8,471股+3,630股+42.85%加仓
礼来LLY
0.7%0.59%$174.2万1,452股$133.6万1,452股00.00%持仓不变
ONEOKOKE
0.67%0.77%$166.8万1.9万股$173.6万1.9万股-25股-0.13%减仓
Meta平台META
0.67%0.75%$166.4万2,955股$169.6万2,964股-9股-0.30%减仓
辉瑞PFE
0.66%0.84%$164.0万6.8万股$191.1万6.8万股+36股+0.05%加仓
Q高通QCOM
0.64%0.5%$161.1万8,718股$112.4万8,725股-7股-0.08%减仓
百时美施贵宝BMY
0.63%0.74%$158.3万2.7万股$166.6万2.7万股00.00%持仓不变
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.6%0.66%$150.7万3.0万股$148.5万2.9万股+459股+1.56%加仓
NETFLIXNFLX
0.57%0.76%$141.8万2.0万股$172.0万1.8万股+1,980股+11.07%加仓
PPimco Active Bond ETFBOND
0.55%0.61%$138.7万1.5万股$138.8万1.5万股00.00%持仓不变
IiShares安硕·MSCI ACWI EX U.S. ETFACWX
0.55%0.52%$138.0万1.8万股$118.8万1.7万股+783股+4.51%加仓
WELLTOWER COMWELL
0.54%0.53%$135.0万5,950股$119.1万6,025股-75股-1.24%减仓
通用动力GD
0.54%0.57%$134.2万3,789股$130.0万3,789股00.00%持仓不变
I景顺交易所交易基金信托RSP
0.54%0.55%$134.2万6,308股$125.6万6,544股-236股-3.61%减仓
威瑞森VZ
0.53%0.68%$132.4万3.1万股$155.0万3.1万股+395股+1.28%加仓
V先锋领航指数基金VOO
0.53%0.49%$131.5万1,915股$111.2万1,861股+54股+2.90%加仓

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