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 |
|---|---|---|---|---|---|---|---|---|
| LTBR | LIGHTBRIDGE CORP | $31.98万 | 0.14% | 30,000 | 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 |
| MCD | MCDONALDS CORP | $30.43万 | 0.13% | 979 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $30.18万 | 0.13% | 636 | 636 | — | $30.18万 | 新建仓 |
| DVY | ISHARES TR | $28.77万 | 0.13% | 1,900 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $28.38万 | 0.13% | 2,283 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES TR | $28.24万 | 0.12% | 1,135 | 5 | 0.4% | $1,244 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.61万 | 0.12% | 4,871 | -1 | -0.0% | -$57 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $27.43万 | 0.12% | 5,074 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $26.09万 | 0.12% | 10,300 | 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 |
| DIS | DISNEY WALT CO | $25.49万 | 0.11% | 2,645 | 0 | 0.0% | — | 不变 |
| CLS | CELESTICA INC | $25.35万 | 0.11% | 900 | -400 | -30.8% | -$11.27万 | 减仓 |
| — | GRANITESHARES ETF TR | $24.47万 | 0.11% | 9,400 | 9,400 | — | $24.47万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $24.44万 | 0.11% | 600 | 0 | 0.0% | — | 重新持有 |
| INTC | INTEL CORP | $24.33万 | 0.11% | 5,514 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $23.88万 | 0.11% | 4,301 | -40 | -0.9% | -$2,221 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.24万 | 0.10% | 800 | 0 | 0.0% | — | 重新持有 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $22.58万 | 0.10% | 17,750 | -5,350 | -23.2% | -$6.81万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $22.56万 | 0.10% | 3,137 | -1,400 | -30.9% | -$10.07万 | 减仓 |
| — | GRANITESHARES ETF TR | $22.30万 | 0.10% | 2,200 | 2,200 | — | $22.30万 | 新建仓 |
| DOW | DOW HLDGS INC | $22.14万 | 0.10% | 5,316 | 5,316 | — | $22.14万 | 新建仓 |
| FEIM | FREQUENCY ELECTRS INC | $22.13万 | 0.10% | 5,000 | 600 | 13.6% | $2.66万 | 加仓 |
| APH | AMPHENOL CORP | $21.98万 | 0.10% | 1,740 | 0 | 0.0% | — | 不变 |
| NVDL | GRANITESHARES ETF TR | $21.77万 | 0.10% | 3,000 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.59万 | 0.10% | 639 | 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 |
| PANW | PALO ALTO NETWORKS INC | $21.32万 | 0.09% | 1,330 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $20.82万 | 0.09% | 800 | 0 | 0.0% | — | 重新持有 |
| SLB | SLB LIMITED | $20.39万 | 0.09% | 3,968 | 3,968 | — | $20.39万 | 新建仓 |
| IWX | ISHARES TR | $20.34万 | 0.09% | 2,195 | 2,195 | — | $20.34万 | 新建仓 |
| D | DOMINION ENERGY INC | $20.06万 | 0.09% | 3,245 | 3,245 | — | $20.06万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $16.90万 | 0.07% | 12,256 | 97 | 0.8% | $1,338 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $16.43万 | 0.07% | 17,383 | 0 | 0.0% | — | 不变 |
| KRP | KIMBELL RTY PARTNERS LP | $14.47万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $14.30万 | 0.06% | 13,800 | 13,800 | — | $14.30万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $12.44万 | 0.05% | 13,620 | 13,620 | — | $12.44万 | 新建仓 |
| — | WESTERN ASSET HIGH INCOME OP | $11.29万 | 0.05% | 31,100 | 0 | 0.0% | — | 不变 |
| — | AMPCO-PITTSBURG CORP | $7.39万 | 0.03% | 11,000 | 11,000 | — | $7.39万 | 新建仓 |
| 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 |