DUDLEY CAPITAL MANAGEMENT, LLC
Middleburg VA · SEC CIK 0001965760
$2.27亿2026Q1 申报市值
139持仓数
41.6%前十大占比 · 第一大 6.5%
12 / 10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
ACWX 新建仓+$118.80万
IBTH 新建仓+$88.21万
BPRE 加仓+$41.54万
JPST 加仓+$39.94万
TPL 新建仓+$30.18万
2026Q1 卖出最多 按季末市值估算
AMT 减仓-$53.67万
CRWD 减仓-$41.15万
GBTC 清仓-$24.93万
HOOD 清仓-$22.62万
JNJ 减仓-$22.61万
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 |
|---|---|---|---|---|---|---|---|---|
| TSLA | TESLA INC 看跌期权 | $0 | 0.00% | 0 | -1,400 | -100.0% | -$62.96万 | 清仓 |
| META | META PLATFORMS INC 看涨期权 | $0 | 0.00% | 0 | -700 | -100.0% | -$46.21万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD 看涨期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$30.39万 | 清仓 |
| GOOGL | ALPHABET INC 看涨期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$25.04万 | 清仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $0 | 0.00% | 0 | -3,647 | -100.0% | -$24.93万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$22.62万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IGV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -1,049 | -100.0% | -$20.45万 | 清仓 |
| APLD | APPLIED DIGITAL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AMZN | AMAZON COM INC 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$11.54万 | 清仓 |
| ORCL | ORACLE CORP 看涨期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$9.75万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -1,100 | -100.0% | -$8.99万 | 清仓 |
| — | AMPCO-PITTSBURG CORP | $7.39万 | 0.03% | 11,000 | 11,000 | — | $7.39万 | 新建仓 |
| — | WESTERN ASSET HIGH INCOME OP | $11.29万 | 0.05% | 31,100 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $12.44万 | 0.05% | 13,620 | 13,620 | — | $12.44万 | 新建仓 |
| — | GRANITESHARES ETF TR | $14.30万 | 0.06% | 13,800 | 13,800 | — | $14.30万 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP | $14.47万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| XEVVX | EATON VANCE LIMITED DURATION | $16.43万 | 0.07% | 17,383 | 0 | 0.0% | — | 不变 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $16.90万 | 0.07% | 12,256 | 97 | 0.8% | $1,338 | 加仓 |
| D | DOMINION ENERGY INC | $20.06万 | 0.09% | 3,245 | 3,245 | — | $20.06万 | 新建仓 |
| IWX | ISHARES TR | $20.34万 | 0.09% | 2,195 | 2,195 | — | $20.34万 | 新建仓 |
| SLB | SLB LIMITED | $20.39万 | 0.09% | 3,968 | 3,968 | — | $20.39万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.82万 | 0.09% | 800 | 0 | 0.0% | — | 重新持有 |
| PANW | PALO ALTO NETWORKS INC | $21.32万 | 0.09% | 1,330 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $21.53万 | 0.09% | 11,157 | -2,500 | -18.3% | -$4.82万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.59万 | 0.10% | 639 | 0 | 0.0% | — | 不变 |
| NVDL | GRANITESHARES ETF TR | $21.77万 | 0.10% | 3,000 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $21.98万 | 0.10% | 1,740 | 0 | 0.0% | — | 不变 |
| FEIM | FREQUENCY ELECTRS INC | $22.13万 | 0.10% | 5,000 | 600 | 13.6% | $2.66万 | 加仓 |
| DOW | DOW HLDGS INC | $22.14万 | 0.10% | 5,316 | 5,316 | — | $22.14万 | 新建仓 |
| — | GRANITESHARES ETF TR | $22.30万 | 0.10% | 2,200 | 2,200 | — | $22.30万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $22.56万 | 0.10% | 3,137 | -1,400 | -30.9% | -$10.07万 | 减仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $22.58万 | 0.10% | 17,750 | -5,350 | -23.2% | -$6.81万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.24万 | 0.10% | 800 | 0 | 0.0% | — | 重新持有 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $23.88万 | 0.11% | 4,301 | -40 | -0.9% | -$2,221 | 减仓 |
| INTC | INTEL CORP | $24.33万 | 0.11% | 5,514 | 0 | 0.0% | — | 不变 |
| STRL | STERLING INFRASTRUCTURE INC | $24.44万 | 0.11% | 600 | 0 | 0.0% | — | 重新持有 |
| — | GRANITESHARES ETF TR | $24.47万 | 0.11% | 9,400 | 9,400 | — | $24.47万 | 新建仓 |
| CLS | CELESTICA INC | $25.35万 | 0.11% | 900 | -400 | -30.8% | -$11.27万 | 减仓 |
| DIS | DISNEY WALT CO | $25.49万 | 0.11% | 2,645 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $25.75万 | 0.11% | 1,054 | 6 | 0.6% | $1,466 | 重新持有 |
| IBDT | ISHARES TR | $26.09万 | 0.12% | 10,300 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.43万 | 0.12% | 5,074 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.61万 | 0.12% | 4,871 | -1 | -0.0% | -$57 | 减仓 |
| IWY | ISHARES TR | $28.24万 | 0.12% | 1,135 | 5 | 0.4% | $1,244 | 加仓 |
| IJR | ISHARES TR | $28.38万 | 0.13% | 2,283 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $28.77万 | 0.13% | 1,900 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $30.18万 | 0.13% | 636 | 636 | — | $30.18万 | 新建仓 |
| MCD | MCDONALDS CORP | $30.43万 | 0.13% | 979 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $31.81万 | 0.14% | 8,655 | 1,555 | 21.9% | $5.71万 | 加仓 |
| LTBR | LIGHTBRIDGE CORP | $31.98万 | 0.14% | 30,000 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $32.56万 | 0.14% | 3,520 | -50 | -1.4% | -$4,625 | 减仓 |
| O | REALTY INCOME CORP | $32.70万 | 0.14% | 5,345 | -200 | -3.6% | -$1.22万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $33.43万 | 0.15% | 3,000 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $33.63万 | 0.15% | 845 | -105 | -11.1% | -$4.18万 | 减仓 |
| SPGI | S&P GLOBAL INC | $35.90万 | 0.16% | 844 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $36.34万 | 0.16% | 3,400 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $37.18万 | 0.16% | 16,225 | 7,100 | 77.8% | $16.27万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $38.69万 | 0.17% | 8,480 | 200 | 2.4% | $9,124 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $38.78万 | 0.17% | 4,131 | -76 | -1.8% | -$7,134 | 减仓 |
| VNOM | VIPER ENERGY INC | $38.88万 | 0.17% | 8,275 | 12 | 0.1% | $564 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $39.52万 | 0.17% | 1,377 | 50 | 3.8% | $1.44万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.18万 | 0.18% | 618 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $43.28万 | 0.19% | 1,230 | -3 | -0.2% | -$1,056 | 减仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $44.50万 | 0.20% | 11,650 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $44.96万 | 0.20% | 4,300 | -440 | -9.3% | -$4.60万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $46.88万 | 0.21% | 5,501 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $47.71万 | 0.21% | 8,083 | -1,575 | -16.3% | -$9.30万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $49.57万 | 0.22% | 4,037 | -445 | -9.9% | -$5.46万 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $51.17万 | 0.23% | 46,270 | -1,400 | -2.9% | -$1.55万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $53.26万 | 0.23% | 1,084 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $54.87万 | 0.24% | 1,534 | 100 | 7.0% | $3.58万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $55.79万 | 0.25% | 2,746 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $56.82万 | 0.25% | 6,118 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $63.09万 | 0.28% | 21,761 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $63.58万 | 0.28% | 4,676 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $64.62万 | 0.29% | 16,265 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $67.58万 | 0.30% | 4,620 | 910 | 24.5% | $13.31万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $67.64万 | 0.30% | 6,200 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $69.15万 | 0.30% | 10,175 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $72.04万 | 0.32% | 2,875 | -600 | -17.3% | -$15.03万 | 减仓 |
| ALL | ALLSTATE CORP | $72.92万 | 0.32% | 3,517 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $73.43万 | 0.32% | 3,934 | 1 | 0.0% | $187 | 加仓 |
| SBUX | STARBUCKS CORP | $74.50万 | 0.33% | 8,315 | 2 | 0.0% | $179 | 加仓 |
| TFC | TRUIST FINL CORP | $74.72万 | 0.33% | 16,254 | -74 | -0.5% | -$3,402 | 减仓 |
| HDV | ISHARES TR | $76.83万 | 0.34% | 5,661 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $76.97万 | 0.34% | 8,502 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $79.22万 | 0.35% | 3,505 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $85.47万 | 0.38% | 9,864 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $86.68万 | 0.38% | 993 | 6 | 0.6% | $5,238 | 加仓 |
| IBTH | ISHARES TR | $88.21万 | 0.39% | 39,325 | 39,325 | — | $88.21万 | 新建仓 |
| UNP | UNION PAC CORP | $88.44万 | 0.39% | 3,645 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $90.26万 | 0.40% | 3,600 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $98.29万 | 0.43% | 5,695 | -3,110 | -35.3% | -$53.67万 | 减仓 |
| IBDS | ISHARES TR | $102.23万 | 0.45% | 42,175 | 8,000 | 23.4% | $19.39万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $104.79万 | 0.46% | 29,321 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $111.21万 | 0.49% | 1,861 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $112.36万 | 0.50% | 8,725 | -571 | -6.1% | -$7.35万 | 减仓 |
| ACWX | ISHARES TR | $118.80万 | 0.52% | 17,351 | 17,351 | — | $118.80万 | 新建仓 |