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 |
|---|---|---|---|---|---|---|---|---|
| HON | HONEYWELL INTL INC | $39.05万 | 0.16% | 1,744 | -1,761 | -50.2% | -$39.43万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $38.58万 | 0.15% | 8,480 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC | $38.56万 | 0.15% | 1,744 | 1,744 | — | $38.56万 | 新建仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $36.74万 | 0.15% | 3,900 | 3,900 | — | $36.74万 | 新建仓 |
| APH | AMPHENOL CORP | $35.97万 | 0.14% | 2,040 | 300 | 17.2% | $5.29万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $35.49万 | 0.14% | 3,000 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $35.23万 | 0.14% | 348 | 348 | — | $35.23万 | 新建仓 |
| VNOM | VIPER ENERGY INC | $35.15万 | 0.14% | 8,290 | 15 | 0.2% | $636 | 加仓 |
| LRCX | LAM RESEARCH CORP | $34.67万 | 0.14% | 800 | 800 | — | $34.67万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $34.37万 | 0.14% | 844 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $33.87万 | 0.14% | 785 | 785 | — | $33.87万 | 新建仓 |
| IWY | ISHARES TR | $33.74万 | 0.13% | 1,161 | 26 | 2.3% | $7,556 | 加仓 |
| O | REALTY INCOME CORP | $33.12万 | 0.13% | 5,345 | 0 | 0.0% | — | 不变 |
| IBTG | ISHARES TR | $32.85万 | 0.13% | 14,350 | -1,875 | -11.6% | -$4.29万 | 减仓 |
| CLS | CELESTICA INC | $32.83万 | 0.13% | 900 | 0 | 0.0% | — | 不变 |
| KKR | KKR & CO INC | $32.31万 | 0.13% | 3,520 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $31.25万 | 0.12% | 6,000 | 3,800 | 172.7% | $19.79万 | 加仓 |
| IJR | ISHARES TR | $30.61万 | 0.12% | 2,064 | -219 | -9.6% | -$3.25万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $30.52万 | 0.12% | 639 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.51万 | 0.12% | 5,111 | 37 | 0.7% | $2,209 | 加仓 |
| APP | APPLOVIN CORP | $30.14万 | 0.12% | 585 | -260 | -30.8% | -$13.40万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $29.96万 | 0.12% | 1,085 | 1,085 | — | $29.96万 | 新建仓 |
| FEIM | FREQUENCY ELECTRS INC | $29.86万 | 0.12% | 4,500 | -500 | -10.0% | -$3.32万 | 减仓 |
| DVY | ISHARES TR | $29.70万 | 0.12% | 1,900 | 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 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $27.83万 | 0.11% | 636 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $27.67万 | 0.11% | 4,900 | 29 | 0.6% | $1,638 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $27.09万 | 0.11% | 1,900 | 1,900 | — | $27.09万 | 新建仓 |
| MPC | MARATHON PETE CORP | $27.02万 | 0.11% | 1,057 | 3 | 0.3% | $767 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $26.67万 | 0.11% | 4,339 | 38 | 0.9% | $2,336 | 加仓 |
| LTBR | LIGHTBRIDGE CORP | $26.37万 | 0.11% | 30,000 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $26.16万 | 0.10% | 697 | 0 | 0.0% | — | 重新持有 |
| IBDT | ISHARES TR | $26.01万 | 0.10% | 10,300 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $25.92万 | 0.10% | 959 | -20 | -2.0% | -$5,406 | 减仓 |
| IWX | ISHARES TR | $23.62万 | 0.09% | 2,247 | 52 | 2.4% | $5,467 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.45万 | 0.09% | 800 | 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 |
| UBER | UBER TECHNOLOGIES INC | $22.64万 | 0.09% | 3,137 | 0 | 0.0% | — | 不变 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $22.05万 | 0.09% | 17,750 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $21.64万 | 0.09% | 800 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $20.84万 | 0.08% | 800 | 800 | — | $20.84万 | 新建仓 |
| D | DOMINION ENERGY INC | $20.81万 | 0.08% | 3,047 | -198 | -6.1% | -$1.35万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $17.96万 | 0.07% | 12,353 | 97 | 0.8% | $1,410 | 加仓 |
| IGV | ISHARES TR 看涨期权 | $16.31万 | 0.07% | 1,800 | 1,800 | — | $16.31万 | 新建仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $15.93万 | 0.06% | 17,000 | -383 | -2.2% | -$3,589 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $14.53万 | 0.06% | 10,000 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET HIGH INCOME OP | $11.32万 | 0.05% | 31,100 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC | $9.67万 | 0.04% | 11,050 | -2,570 | -18.9% | -$2.25万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC 看涨期权 | $7.00万 | 0.03% | 8,000 | 8,000 | — | $7.00万 | 新建仓 |
| NOW | SERVICENOW INC 看涨期权 | $4.96万 | 0.02% | 500 | 500 | — | $4.96万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP 看涨期权 | $2.98万 | 0.01% | 800 | 800 | — | $2.98万 | 新建仓 |
| 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 |