DUDLEY CAPITAL MANAGEMENT, LLC
Middleburg VA · SEC CIK 0001965760
$2.50亿2026Q2 申报市值
151持仓数
39.9%前十大占比 · 第一大 6.7%
15 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
INFQ 新建仓+$64.60万
OEF 新建仓+$61.65万
PG 加仓+$53.23万
AIQ 新建仓+$49.01万
HONA 新建仓+$38.56万
2026Q2 卖出最多 按季末市值估算
HON 减仓-$39.43万
DIS 清仓-$25.49万
GRANITESHARES ET 清仓-$24.47万
DOW 清仓-$22.14万
ET 清仓-$21.53万
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 |
|---|---|---|---|---|---|---|---|---|
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,645 | -100.0% | -$25.49万 | 清仓 |
| — | GRANITESHARES ETF TR | $0 | 0.00% | 0 | -9,400 | -100.0% | -$24.47万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -5,316 | -100.0% | -$22.14万 | 清仓 |
| ET | ENERGY TRANSFER L P | $0 | 0.00% | 0 | -11,157 | -100.0% | -$21.53万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -3,968 | -100.0% | -$20.39万 | 清仓 |
| — | AMPCO-PITTSBURG CORP | $0 | 0.00% | 0 | -11,000 | -100.0% | -$7.39万 | 清仓 |
| APLD | APPLIED DIGITAL CORP 看涨期权 | $2.98万 | 0.01% | 800 | 800 | — | $2.98万 | 新建仓 |
| NOW | SERVICENOW INC 看涨期权 | $4.96万 | 0.02% | 500 | 500 | — | $4.96万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC 看涨期权 | $7.00万 | 0.03% | 8,000 | 8,000 | — | $7.00万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $9.67万 | 0.04% | 11,050 | -2,570 | -18.9% | -$2.25万 | 减仓 |
| — | WESTERN ASSET HIGH INCOME OP | $11.32万 | 0.05% | 31,100 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $14.53万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| XEVVX | EATON VANCE LIMITED DURATION | $15.93万 | 0.06% | 17,000 | -383 | -2.2% | -$3,589 | 减仓 |
| IGV | ISHARES TR 看涨期权 | $16.31万 | 0.07% | 1,800 | 1,800 | — | $16.31万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $17.96万 | 0.07% | 12,353 | 97 | 0.8% | $1,410 | 加仓 |
| D | DOMINION ENERGY INC | $20.81万 | 0.08% | 3,047 | -198 | -6.1% | -$1.35万 | 减仓 |
| VLO | VALERO ENERGY CORP | $20.84万 | 0.08% | 800 | 800 | — | $20.84万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $21.64万 | 0.09% | 800 | 0 | 0.0% | — | 不变 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $22.05万 | 0.09% | 17,750 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $22.64万 | 0.09% | 3,137 | 0 | 0.0% | — | 不变 |
| NVDL | GRANITESHARES ETF TR | $23.25万 | 0.09% | 7,800 | -1,200 | -13.3% | -$3.58万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.45万 | 0.09% | 800 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $23.62万 | 0.09% | 2,247 | 52 | 2.4% | $5,467 | 加仓 |
| MCD | MCDONALDS CORP | $25.92万 | 0.10% | 959 | -20 | -2.0% | -$5,406 | 减仓 |
| IBDT | ISHARES TR | $26.01万 | 0.10% | 10,300 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.16万 | 0.10% | 697 | 0 | 0.0% | — | 重新持有 |
| LTBR | LIGHTBRIDGE CORP | $26.37万 | 0.11% | 30,000 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $26.67万 | 0.11% | 4,339 | 38 | 0.9% | $2,336 | 加仓 |
| MPC | MARATHON PETE CORP | $27.02万 | 0.11% | 1,057 | 3 | 0.3% | $767 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $27.09万 | 0.11% | 1,900 | 1,900 | — | $27.09万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.67万 | 0.11% | 4,900 | 29 | 0.6% | $1,638 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $27.83万 | 0.11% | 636 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $28.72万 | 0.11% | 7,700 | -600 | -7.2% | -$2.24万 | 重新持有 |
| DVY | ISHARES TR | $29.70万 | 0.12% | 1,900 | 0 | 0.0% | — | 不变 |
| FEIM | FREQUENCY ELECTRS INC | $29.86万 | 0.12% | 4,500 | -500 | -10.0% | -$3.32万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $29.96万 | 0.12% | 1,085 | 1,085 | — | $29.96万 | 新建仓 |
| APP | APPLOVIN CORP | $30.14万 | 0.12% | 585 | -260 | -30.8% | -$13.40万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.51万 | 0.12% | 5,111 | 37 | 0.7% | $2,209 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.52万 | 0.12% | 639 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $30.61万 | 0.12% | 2,064 | -219 | -9.6% | -$3.25万 | 减仓 |
| — | GRANITESHARES ETF TR | $31.25万 | 0.12% | 6,000 | 3,800 | 172.7% | $19.79万 | 加仓 |
| KKR | KKR & CO INC | $32.31万 | 0.13% | 3,520 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $32.83万 | 0.13% | 900 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $32.85万 | 0.13% | 14,350 | -1,875 | -11.6% | -$4.29万 | 减仓 |
| O | REALTY INCOME CORP | $33.12万 | 0.13% | 5,345 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $33.74万 | 0.13% | 1,161 | 26 | 2.3% | $7,556 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $33.87万 | 0.14% | 785 | 785 | — | $33.87万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $34.37万 | 0.14% | 844 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $34.67万 | 0.14% | 800 | 800 | — | $34.67万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $35.15万 | 0.14% | 8,290 | 15 | 0.2% | $636 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $35.23万 | 0.14% | 348 | 348 | — | $35.23万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $35.49万 | 0.14% | 3,000 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $35.97万 | 0.14% | 2,040 | 300 | 17.2% | $5.29万 | 加仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $36.74万 | 0.15% | 3,900 | 3,900 | — | $36.74万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $38.56万 | 0.15% | 1,744 | 1,744 | — | $38.56万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $38.58万 | 0.15% | 8,480 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $39.05万 | 0.16% | 1,744 | -1,761 | -50.2% | -$39.43万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $41.01万 | 0.16% | 8,033 | -50 | -0.6% | -$2,553 | 减仓 |
| PPG | PPG INDS INC | $41.24万 | 0.16% | 3,400 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $41.35万 | 0.17% | 8,625 | -30 | -0.3% | -$1,438 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $41.97万 | 0.17% | 500 | -100 | -16.7% | -$8.39万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $42.53万 | 0.17% | 1,352 | -25 | -1.8% | -$7,865 | 减仓 |
| AMGN | AMGEN INC | $43.27万 | 0.17% | 1,195 | -35 | -2.8% | -$1.27万 | 减仓 |
| T | AT&T INC | $45.05万 | 0.18% | 21,761 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $45.36万 | 0.18% | 1,330 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $46.14万 | 0.18% | 618 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $46.50万 | 0.19% | 5,132 | 3,175 | 162.2% | $28.77万 | 重新持有 |
| AIQ | GLOBAL X FDS | $49.01万 | 0.20% | 7,470 | 7,470 | — | $49.01万 | 新建仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $49.97万 | 0.20% | 45,970 | -300 | -0.6% | -$3,261 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $50.43万 | 0.20% | 5,501 | 0 | 0.0% | — | 不变 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $51.70万 | 0.21% | 11,650 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $54.32万 | 0.22% | 1,084 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $58.09万 | 0.23% | 6,618 | 500 | 8.2% | $4.39万 | 加仓 |
| CRM | SALESFORCE INC | $60.85万 | 0.24% | 3,884 | -50 | -1.3% | -$7,833 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $61.50万 | 0.25% | 2,746 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $61.65万 | 0.25% | 1,685 | 1,685 | — | $61.65万 | 新建仓 |
| ETN | EATON CORP PLC | $63.88万 | 0.26% | 1,499 | -35 | -2.3% | -$1.49万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $64.20万 | 0.26% | 16,265 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC | $64.60万 | 0.26% | 48,500 | 48,500 | — | $64.60万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $64.99万 | 0.26% | 5,570 | 950 | 20.6% | $11.08万 | 加仓 |
| — | GRANITESHARES ETF TR | $66.87万 | 0.27% | 11,700 | 2,500 | 27.2% | $14.29万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $69.01万 | 0.28% | 6,200 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $69.24万 | 0.28% | 6,974 | 2,674 | 62.2% | $26.55万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $69.43万 | 0.28% | 4,087 | 50 | 1.2% | $8,494 | 加仓 |
| WPC | WP CAREY INC | $72.75万 | 0.29% | 10,175 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $76.99万 | 0.31% | 5,514 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $80.76万 | 0.32% | 10,324 | 460 | 4.7% | $3.60万 | 加仓 |
| TFC | TRUIST FINL CORP | $80.82万 | 0.32% | 16,222 | -32 | -0.2% | -$1,594 | 减仓 |
| IEFA | ISHARES TR | $82.11万 | 0.33% | 8,502 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $82.60万 | 0.33% | 5,050 | -645 | -11.3% | -$10.55万 | 减仓 |
| ALL | ALLSTATE CORP | $83.68万 | 0.33% | 3,517 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $84.99万 | 0.34% | 8,317 | 2 | 0.0% | $204 | 加仓 |
| IBTH | ISHARES TR | $87.97万 | 0.35% | 39,325 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $94.68万 | 0.38% | 34,544 | 6,239 | 22.0% | $17.10万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $96.26万 | 0.38% | 2,875 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $96.53万 | 0.39% | 3,600 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $99.14万 | 0.40% | 3,645 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $99.54万 | 0.40% | 41,100 | -1,075 | -2.5% | -$2.60万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $104.18万 | 0.42% | 3,831 | -300 | -7.3% | -$8.16万 | 减仓 |
| PEP | PEPSICO INC | $108.58万 | 0.43% | 8,019 | -950 | -10.6% | -$12.86万 | 减仓 |