WOODWARD DIVERSIFIED CAPITAL, LLC
BAKERSFIELD CA · SEC CIK 0001846177
$2.20亿2026Q1 申报市值
181持仓数
40.0%前十大占比 · 第一大 11.6%
21 / 22新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VNQ 新建仓+$112.57万
VCSH 新建仓+$112.54万
FLRN 新建仓+$102.99万
VGSH 新建仓+$101.50万
VRTX 新建仓+$87.09万
2026Q1 卖出最多 按季末市值估算
APP 清仓-$158.21万
VGT 减仓-$125.99万
VCR 清仓-$120.54万
VFH 清仓-$111.37万
TCBK 清仓-$92.76万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $48.97万 | 0.22% | 750 | -16 | -2.1% | -$1.04万 | 减仓 |
| IAU | ISHARES GOLD TR | $48.65万 | 0.22% | 5,326 | -700 | -11.6% | -$6.39万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $48.28万 | 0.22% | 1,837 | -565 | -23.5% | -$14.85万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $48.04万 | 0.22% | 13,100 | -1,820 | -12.2% | -$6.67万 | 减仓 |
| MDT | MEDTRONIC PLC | $47.54万 | 0.22% | 5,515 | 199 | 3.7% | $1.72万 | 加仓 |
| LLY | ELI LILLY & CO | $45.80万 | 0.21% | 494 | -20 | -3.9% | -$1.85万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $45.14万 | 0.21% | 2,109 | -99 | -4.5% | -$2.12万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $43.84万 | 0.20% | 841 | -4 | -0.5% | -$2,085 | 减仓 |
| QQQ | INVESCO QQQ TR | $43.73万 | 0.20% | 674 | -85 | -11.2% | -$5.52万 | 减仓 |
| CCI | CROWN CASTLE INC | $42.95万 | 0.20% | 4,841 | 314 | 6.9% | $2.79万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.71万 | 0.19% | 900 | -32 | -3.4% | -$1.52万 | 减仓 |
| — | INVESTMENT MANAGERS SER TR I | $41.87万 | 0.19% | 19,179 | 19,179 | — | $41.87万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $41.60万 | 0.19% | 1,254 | -45 | -3.5% | -$1.49万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $41.20万 | 0.19% | 6,393 | 792 | 14.1% | $5.10万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $40.26万 | 0.18% | 2,539 | 76 | 3.1% | $1.21万 | 加仓 |
| WPC | WP CAREY INC | $40.01万 | 0.18% | 5,408 | 165 | 3.1% | $1.22万 | 加仓 |
| CI | THE CIGNA GROUP | $38.79万 | 0.18% | 1,392 | 90 | 6.9% | $2.51万 | 加仓 |
| AMAT | APPLIED MATLS INC | $38.35万 | 0.17% | 966 | 3 | 0.3% | $1,191 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $38.10万 | 0.17% | 1,260 | -1,561 | -55.3% | -$47.20万 | 减仓 |
| BALL | BALL CORP | $38.00万 | 0.17% | 5,893 | 5,893 | — | $38.00万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $37.90万 | 0.17% | 12,792 | 415 | 3.4% | $1.23万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $37.70万 | 0.17% | 407 | -21 | -4.9% | -$1.95万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $37.10万 | 0.17% | 371 | -6 | -1.6% | -$6,000 | 减仓 |
| MS | MORGAN STANLEY | $36.67万 | 0.17% | 1,942 | 1,942 | — | $36.67万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $36.67万 | 0.17% | 1,193 | -59 | -4.7% | -$1.81万 | 减仓 |
| IEF | ISHARES TR | $35.74万 | 0.16% | 3,726 | -858 | -18.7% | -$8.23万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $34.88万 | 0.16% | 18,762 | 18,762 | — | $34.88万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $34.21万 | 0.16% | 921 | -68 | -6.9% | -$2.53万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $34.20万 | 0.16% | 3,610 | -900 | -20.0% | -$8.53万 | 减仓 |
| DHR | DANAHER CORP DEL | $33.75万 | 0.15% | 1,733 | 13 | 0.8% | $2,532 | 加仓 |
| SHEL | SHELL PLC | $33.53万 | 0.15% | 3,818 | -97 | -2.5% | -$8,518 | 减仓 |
| MMM | 3M CO | $32.56万 | 0.15% | 2,107 | -5 | -0.2% | -$773 | 减仓 |
| ENB | ENBRIDGE INC | $31.73万 | 0.14% | 6,025 | -1,275 | -17.5% | -$6.72万 | 减仓 |
| GLPI | GAMING & LEISURE P | $31.42万 | 0.14% | 6,583 | 18 | 0.3% | $859 | 加仓 |
| JNK | SPDR SERIES TRUST | $31.13万 | 0.14% | 3,207 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $30.78万 | 0.14% | 9,914 | 1 | 0.0% | $31 | 加仓 |
| APH | AMPHENOL CORP | $30.72万 | 0.14% | 2,034 | 231 | 12.8% | $3.49万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $30.48万 | 0.14% | 5,667 | -985 | -14.8% | -$5.30万 | 减仓 |
| WCMI | FIRST TR EXCHANGE-TRADED FD | $30.46万 | 0.14% | 16,308 | 4,413 | 37.1% | $8.24万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $29.98万 | 0.14% | 5,289 | 41 | 0.8% | $2,324 | 加仓 |
| IGSB | ISHARES TR | $29.04万 | 0.13% | 5,510 | -542 | -9.0% | -$2.86万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $28.72万 | 0.13% | 1,763 | 17 | 1.0% | $2,770 | 加仓 |
| TMUS | T-MOBILE US INC | $28.52万 | 0.13% | 1,443 | 16 | 1.1% | $3,163 | 加仓 |
| MPC | MARATHON PETE CORP | $28.43万 | 0.13% | 1,330 | -157 | -10.6% | -$3.36万 | 减仓 |
| WM | WASTE MGMT INC DEL | $27.32万 | 0.12% | 1,220 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $27.22万 | 0.12% | 1,656 | 1,656 | — | $27.22万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $26.83万 | 0.12% | 1,919 | -31 | -1.6% | -$4,335 | 减仓 |
| INTC | INTEL CORP | $26.81万 | 0.12% | 3,914 | 3,914 | — | $26.81万 | 新建仓 |
| OVV | OVINTIV INC | $26.53万 | 0.12% | 5,024 | -85 | -1.7% | -$4,489 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $26.43万 | 0.12% | 1,318 | 76 | 6.1% | $1.52万 | 加仓 |
| BCAL | CALIFORNIA BANCORP | $25.66万 | 0.12% | 13,647 | 60 | 0.4% | $1,128 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $25.54万 | 0.12% | 5,139 | 101 | 2.0% | $5,020 | 加仓 |
| ET | ENERGY TRANSFER L P | $25.49万 | 0.12% | 13,513 | -643 | -4.5% | -$1.21万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $24.61万 | 0.11% | 326 | 326 | — | $24.61万 | 新建仓 |
| WRB | BERKLEY W R CORP | $24.27万 | 0.11% | 3,631 | -60 | -1.6% | -$4,010 | 减仓 |
| HAL | HALLIBURTON CO | $24.10万 | 0.11% | 6,488 | 6,488 | — | $24.10万 | 新建仓 |
| BA | BOEING CO | $24.01万 | 0.11% | 1,075 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $24.00万 | 0.11% | 1,493 | -36 | -2.4% | -$5,786 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $23.89万 | 0.11% | 2,245 | -489 | -17.9% | -$5.20万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $23.86万 | 0.11% | 857 | 857 | — | $23.86万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $23.35万 | 0.11% | 159 | -105 | -39.8% | -$15.42万 | 重新持有 |
| CTAS | CINTAS CORP | $23.33万 | 0.11% | 1,302 | 14 | 1.1% | $2,509 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $22.53万 | 0.10% | 3,744 | 19 | 0.5% | $1,143 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $22.17万 | 0.10% | 1,152 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $21.57万 | 0.10% | 249 | -20 | -7.4% | -$1.73万 | 减仓 |
| TFC | TRUIST FINL CORP | $20.94万 | 0.10% | 4,141 | -45 | -1.1% | -$2,276 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $20.87万 | 0.09% | 1,012 | 1,012 | — | $20.87万 | 新建仓 |
| HDV | ISHARES TR | $20.56万 | 0.09% | 1,535 | 1,535 | — | $20.56万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $20.52万 | 0.09% | 1,167 | -4 | -0.3% | -$703 | 减仓 |
| IGIB | ISHARES TR | $20.37万 | 0.09% | 3,792 | -400 | -9.5% | -$2.15万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $20.36万 | 0.09% | 20,040 | -881 | -4.2% | -$8,951 | 减仓 |
| HSY | HERSHEY CO | $20.31万 | 0.09% | 1,055 | 1,055 | — | $20.31万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $20.04万 | 0.09% | 11,534 | 233 | 2.1% | $4,047 | 加仓 |
| — | A2Z CUST2MATE SOLUTIONS CORP | $18.67万 | 0.08% | 22,495 | -7,000 | -23.7% | -$5.81万 | 减仓 |
| STLA | STELLANTIS N.V | $17.24万 | 0.08% | 20,000 | 0 | 0.0% | — | 不变 |
| — | CEMENTOS PACASMAYO S A A | $11.79万 | 0.05% | 11,000 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $11.00万 | 0.05% | 11,200 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL 看涨期权 | $8.96万 | 0.04% | 400 | 400 | — | $8.96万 | 新建仓 |
| — | 5E ADVANCED MATERIALS INC | $2.69万 | 0.01% | 17,150 | 2,000 | 13.2% | $3,140 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $2.02万 | 0.01% | 100 | 100 | — | $2.02万 | 新建仓 |
| — | SACHEM CAP CORP | $1.47万 | 0.01% | 13,860 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -2,348 | -100.0% | -$158.21万 | 清仓 |
| VOX | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VCR | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,060 | -100.0% | -$120.54万 | 清仓 |
| VFH | VANGUARD WORLD FD | $0 | 0.00% | 0 | -8,343 | -100.0% | -$111.37万 | 清仓 |
| TCBK | TRICO BANCSHARES | $0 | 0.00% | 0 | -19,581 | -100.0% | -$92.76万 | 清仓 |
| TWLO | TWILIO INC | $0 | 0.00% | 0 | -6,505 | -100.0% | -$92.53万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -7,640 | -100.0% | -$63.95万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -4,184 | -100.0% | -$56.90万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -5,164 | -100.0% | -$53.78万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -2,019 | -100.0% | -$44.29万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,411 | -100.0% | -$37.86万 | 清仓 |
| CVBF | CVB FINL CORP | $0 | 0.00% | 0 | -19,000 | -100.0% | -$35.34万 | 清仓 |
| BIV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -4,181 | -100.0% | -$32.56万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -3,982 | -100.0% | -$27.68万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -949 | -100.0% | -$25.14万 | 清仓 |
| EDV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -3,810 | -100.0% | -$24.77万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -1,355 | -100.0% | -$24.09万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,495 | -100.0% | -$23.04万 | 清仓 |