13F 机构持仓

DeDora Capital, Inc.

Napa CA · SEC CIK 0001717658

2026Q22026Q1 更早 9 个季度 🔒
$4.60亿2026Q2 申报市值
129持仓数
47.0%前十大占比 · 第一大 6.6%
13 / 7新建仓 / 清仓
申报市值走势$4.60亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VUG 6.6%
VYM 6.4%
IVV 6.1%
FBND 5.7%
VB 5.7%
CGXU 4.9%
VOO 3.6%
AAPL 3.4%
VCEB 2.4%
RSP 2.1%

2026Q2 买入最多 按季末市值估算

VB 加仓+$202.39万
PUTNAM ETF TRUST 新建仓+$189.43万
CGXU 加仓+$174.33万
IVV 加仓+$148.28万
ESGV 加仓+$124.40万

2026Q2 卖出最多 按季末市值估算

VYM 减仓-$363.09万
VUG 减仓-$359.91万
AMD 减仓-$42.70万
NVDA 减仓-$42.24万
TQQQ 减仓-$34.95万

2026Q2 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
VUG VANGUARD INDEX FDS $3,047.82万6.62%353,822 -41,782-10.6% -$359.91万 减仓
VYM VANGUARD WHITEHALL FDS $2,957.86万6.43%187,171 -22,976-10.9% -$363.09万 减仓
IVV ISHARES TR $2,818.20万6.13%37,632 1,9805.6% $148.28万 加仓
FBND FIDELITY MERRIMACK STR TR $2,628.88万5.71%577,902 6,7511.2% $30.71万 加仓
VB VANGUARD INDEX FDS $2,614.08万5.68%86,239 6,6778.4% $202.39万 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $2,265.26万4.92%654,320 50,3548.3% $174.33万 加仓
VOO VANGUARD INDEX FDS $1,635.50万3.55%23,813 -100-0.4% -$6.87万 减仓
AAPL APPLE INC $1,548.99万3.37%53,531 -890-1.6% -$25.75万 减仓
VCEB VANGUARD WORLD FD $1,120.72万2.44%178,573 1,3130.7% $8.24万 加仓
RSP INVESCO EXCHANGE TRADED FD T $970.92万2.11%45,632 -906-1.9% -$19.28万 减仓
NULG NUSHARES ETF TR $937.30万2.04%80,070 2,4323.1% $28.47万 加仓
NVDA NVIDIA CORPORATION $917.07万1.99%45,833 -2,111-4.4% -$42.24万 减仓
JEPI J P MORGAN EXCHANGE TRADED F $901.48万1.96%159,611 18,13512.8% $102.43万 加仓
AMZN AMAZON COM INC $849.47万1.85%35,641 -947-2.6% -$22.57万 减仓
GOOG ALPHABET INC $792.94万1.72%22,442 -502-2.2% -$17.74万 减仓
AVGO BROADCOM INC $783.16万1.70%20,732 -359-1.7% -$13.56万 减仓
TSLA TESLA INC $762.84万1.66%18,137 -219-1.2% -$9.21万 减仓
MSFT MICROSOFT CORP $754.44万1.64%20,225 1,4427.7% $53.79万 加仓
GOOGL ALPHABET INC $720.31万1.57%20,156 -353-1.7% -$12.62万 减仓
QQQ INVESCO QQQ TR $705.29万1.53%9,578 -142-1.5% -$10.46万 减仓
NUSC NUSHARES ETF TR $704.46万1.53%135,160 8390.6% $4.37万 加仓
JPM JPMORGAN CHASE & CO $622.40万1.35%19,014 4062.2% $13.29万 加仓
GLDM WORLD GOLD TR $614.30万1.34%77,348 8,78712.8% $69.79万 加仓
HELO J P MORGAN EXCHANGE TRADED F $594.74万1.29%88,005 12,69316.9% $85.78万 加仓
VSGX VANGUARD WORLD FD $573.81万1.25%69,688 6,85510.9% $56.44万 加仓
SPDW SPDR INDEX SHS FDS $528.27万1.15%104,837 00.0% — 不变
HD HOME DEPOT INC $505.88万1.10%14,344 6334.6% $22.32万 加仓
AMD ADVANCED MICRO DEVICES INC $451.74万0.98%7,776 -735-8.6% -$42.70万 减仓
LLY ELI LILLY & CO $437.06万0.95%3,644 2447.2% $29.27万 加仓
APP APPLOVIN CORP $412.18万0.90%8,000 -67-0.8% -$3.45万 减仓
COST COSTCO WHOLESALE CORPORATION $408.01万0.89%4,362 1242.9% $11.60万 加仓
RTX RTX CORPORATION $396.67万0.86%20,907 -81-0.4% -$1.54万 减仓
ABBV ABBVIE INC $381.22万0.83%15,149 4503.1% $11.32万 加仓
TQQQ PROSHARES TR $330.06万0.72%40,749 -4,315-9.6% -$34.95万 减仓
V VISA INC $319.65万0.69%9,317 -3-0.0% -$1,029 减仓
UNH UNITEDHEALTH GROUP INC $313.80万0.68%7,550 -210-2.7% -$8.73万 减仓
UNP UNION PAC CORP $303.85万0.66%11,171 860.8% $2.34万 加仓
CVX CHEVRON CORPORATION $301.73万0.66%18,203 1,1096.5% $18.38万 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $299.54万0.65%4 00.0% — 不变
WMT WALMART INC $298.84万0.65%26,385 4201.6% $4.76万 加仓
META META PLATFORMS INC $294.76万0.64%5,233 -98-1.8% -$5.52万 减仓
AMGN AMGEN INC $270.69万0.59%7,475 931.3% $3.37万 加仓
CGSD CAPITAL GRP FIXED INCM ETF T $263.90万0.57%102,567 4,1384.2% $10.65万 加仓
LIN LINDE PLC $258.63万0.56%4,984 -46-0.9% -$2.39万 减仓
UPRO PROSHARES TR $254.18万0.55%17,926 -354-1.9% -$5.02万 减仓
VO VANGUARD INDEX FDS $252.38万0.55%31,325 -967-3.0% -$7.79万 减仓
CMF ISHARES TR $250.94万0.55%43,535 -5,507-11.2% -$31.74万 减仓
MA MASTERCARD INCORPORATED $232.24万0.50%4,522 -4-0.1% -$2,054 减仓
NFLX NETFLIX INC. $189.89万0.41%26,595 1320.5% $9,425 加仓
— PUTNAM ETF TRUST $189.43万0.41%255,294 255,294— $189.43万 新建仓
PG PROCTER & GAMBLE CO $180.55万0.39%12,312 -479-3.7% -$7.02万 减仓
GLD SPDR GOLD TR $174.17万0.38%4,728 -84-1.7% -$3.09万 减仓
VXUS VANGUARD STAR FDS $170.38万0.37%19,930 00.0% — 不变
JNJ JOHNSON & JOHNSON $166.46万0.36%6,554 3115.0% $7.90万 加仓
XEL XCEL ENERGY INC $155.51万0.34%19,367 1,88910.8% $15.17万 加仓
ESGV VANGUARD WORLD FD $153.81万0.33%11,631 9,407423.0% $124.40万 加仓
UBER UBER TECHNOLOGIES INC $138.65万0.30%19,214 3281.7% $2.37万 加仓
ENSG ENSIGN GROUP INC $138.44万0.30%8,636 6518.2% $10.44万 加仓
LRCX LAM RESEARCH CORP $136.41万0.30%3,148 00.0% — 不变
CRWD CROWDSTRIKE HLDGS INC $134.69万0.29%1,765 81385.4% $62.04万 加仓
MRK MERCK & CO INC $127.93万0.28%9,956 -204-2.0% -$2.62万 减仓
MU MICRON TECHNOLOGY INC $121.34万0.26%1,051 -135-11.4% -$15.59万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $115.79万0.25%2,314 00.0% — 不变
GE GE AEROSPACE $111.88万0.24%2,994 1806.4% $6.73万 加仓
FTCS FIRST TR EXCHANGE-TRADED FD $104.74万0.23%11,152 -1,201-9.7% -$11.28万 减仓
ABT ABBOTT LABORATORIES $102.42万0.22%11,287 -432-3.7% -$3.92万 减仓
CAT CATERPILLAR INC $97.83万0.21%919 -16-1.7% -$1.70万 减仓
LMT LOCKHEED MARTIN CORP $95.80万0.21%1,880 -24-1.3% -$1.22万 减仓
MINT PIMCO ETF TR $92.60万0.20%9,186 -255-2.7% -$2.57万 减仓
CRM SALESFORCE INC $91.69万0.20%5,853 -1,317-18.4% -$20.63万 减仓
CIBR FIRST TR EXCHANGE-TRADED FD $88.79万0.19%9,882 -375-3.7% -$3.37万 减仓
— GRAYSCALE COINDESK CRYPTO $86.52万0.19%32,787 7,11127.7% $18.77万 加仓
GWW WW GRAINGER INC $82.17万0.18%604 20.3% $2,721 加仓
MCD MCDONALDS CORP $80.59万0.18%2,981 00.0% — 不变
ORCL ORACLE CORP $80.47万0.17%5,491 -12-0.2% -$1,759 减仓
NEE NEXTERA ENERGY INC $78.02万0.17%8,889 89711.2% $7.87万 加仓
SPY STATE STR SPDR S&P 500 ETF T $74.75万0.16%1,001 303.1% $2.24万 加仓
MCK MCKESSON CORP $72.76万0.16%963 -5-0.5% -$3,778 减仓
CVSB MORGAN STANLEY ETF TRUST $65.39万0.14%12,912 3903.1% $1.97万 加仓
MCO MOODYS CORP $62.23万0.14%1,374 -2-0.1% -$906 减仓
IBIT ISHARES BITCOIN TRUST ETF $57.65万0.13%17,318 -1,878-9.8% -$6.25万 减仓
TMO THERMO FISHER SCIENTIFIC INC $56.83万0.12%1,133 -4-0.4% -$2,006 减仓
— ISHARES TR $51.99万0.11%9,857 3683.9% $1.94万 加仓
QCOM QUALCOMM INC $48.89万0.11%2,646 00.0% — 不变
DIS DISNEY WALT CO $48.35万0.11%5,023 -127-2.5% -$1.22万 减仓
URI UNITED RENTALS INC $45.54万0.10%402 82.0% $9,063 加仓
ANET ARISTA NETWORKS INC $44.64万0.10%2,628 1004.0% $1.70万 加仓
CARR CARRIER GLOBAL CORPORATION $44.46万0.10%6,061 3205.6% $2.35万 加仓
NULV NUSHARES ETF TR $42.27万0.09%8,455 3203.9% $1.60万 加仓
— EXXON MOBIL CORP $42.22万0.09%3,088 421.4% $5,743 加仓
AZN ASTRAZENECA PLC $42.21万0.09%2,226 -7-0.3% -$1,327 减仓
COIN COINBASE GLOBAL INC $40.10万0.09%2,743 58026.8% $8.48万 加仓
TM TOYOTA MOTOR CORP $38.60万0.08%2,292 120.5% $2,021 加仓
BNY BANK OF NY MELLON CORP $38.16万0.08%2,639 130.5% $1,880 加仓
PEP PEPSICO INC $37.05万0.08%2,736 -142-4.9% -$1.92万 减仓
MRVL MARVELL TECHNOLOGY INC $36.70万0.08%1,232 1,232— $36.70万 新建仓
TEL TE CONNECTIVITY PLC $36.13万0.08%1,792 -5-0.3% -$1,008 减仓
DLR DIGITAL RLTY TR INC $35.87万0.08%1,997 00.0% — 不变
GILD GILEAD SCIENCES INC $35.16万0.08%2,783 -107-3.7% -$1.35万 减仓
SBUX STARBUCKS CORP $35.15万0.08%3,439 40013.2% $4.09万 加仓