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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,483.08万 | 6.54% | 58,437 | 330 | 0.6% | $8.38万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,293.88万 | 5.71% | 74,190 | -1,230 | -1.6% | -$21.45万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,186.89万 | 5.23% | 32,063 | -282 | -0.9% | -$10.44万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,089.17万 | 4.80% | 44,558 | -925 | -2.0% | -$22.61万 | 减仓 |
| GOOGL | ALPHABET INC | $918.50万 | 4.05% | 31,941 | -394 | -1.2% | -$11.33万 | 减仓 |
| CVX | CHEVRON CORPORATION | $878.66万 | 3.88% | 42,468 | -511 | -1.2% | -$10.57万 | 减仓 |
| — | EXXON MOBIL CORP | $779.00万 | 3.44% | 45,915 | -90 | -0.2% | -$1.53万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $722.80万 | 3.19% | 24,572 | -235 | -0.9% | -$6.91万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $590.23万 | 2.60% | 12,317 | 254 | 2.1% | $12.17万 | 加仓 |
| ABBV | ABBVIE INC | $484.60万 | 2.14% | 22,281 | 70 | 0.3% | $1.52万 | 加仓 |
| AVGO | BROADCOM INC | $475.72万 | 2.10% | 15,370 | -51 | -0.3% | -$1.58万 | 减仓 |
| GOOG | ALPHABET INC | $440.71万 | 1.94% | 15,363 | -708 | -4.4% | -$20.31万 | 减仓 |
| WMT | WALMART INC | $386.57万 | 1.71% | 31,105 | -1,027 | -3.2% | -$12.76万 | 减仓 |
| CSCO | CISCO SYS INC | $361.44万 | 1.59% | 46,583 | 9 | 0.0% | $698 | 加仓 |
| AMZN | AMAZON COM INC | $354.63万 | 1.56% | 17,027 | -200 | -1.2% | -$4.17万 | 减仓 |
| HD | HOME DEPOT INC | $326.59万 | 1.44% | 9,930 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $323.04万 | 1.42% | 4,735 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $319.62万 | 1.41% | 43,915 | -277 | -0.6% | -$2.02万 | 减仓 |
| KO | COCA COLA CO | $300.39万 | 1.32% | 39,499 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $284.91万 | 1.26% | 5,702 | -218 | -3.7% | -$10.89万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $279.90万 | 1.23% | 83,478 | 40 | 0.0% | $1,341 | 加仓 |
| TSLA | TESLA INC | $272.05万 | 1.20% | 7,318 | -5 | -0.1% | -$1,859 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $271.96万 | 1.20% | 11,220 | -22 | -0.2% | -$5,333 | 减仓 |
| V | VISA INC | $255.15万 | 1.13% | 8,442 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $232.98万 | 1.03% | 19,368 | 8 | 0.0% | $962 | 加仓 |
| BX | BLACKSTONE INC | $230.67万 | 1.02% | 20,060 | -722 | -3.5% | -$8.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $226.49万 | 1.00% | 2,273 | -45 | -1.9% | -$4.48万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $225.89万 | 1.00% | 5,786 | -1,054 | -15.4% | -$41.15万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $221.08万 | 0.98% | 13,371 | 3 | 0.0% | $496 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $213.28万 | 0.94% | 128,403 | 25,011 | 24.2% | $41.54万 | 加仓 |
| RTX | RTX CORPORATION | $202.39万 | 0.89% | 10,492 | 1 | 0.0% | $193 | 加仓 |
| PFE | PFIZER INC | $191.10万 | 0.84% | 68,054 | 34 | 0.0% | $955 | 加仓 |
| OKE | ONEOK INC NEW | $173.63万 | 0.77% | 19,209 | 467 | 2.5% | $4.22万 | 加仓 |
| GPC | GENUINE PARTS CO | $173.58万 | 0.77% | 16,414 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $171.96万 | 0.76% | 17,885 | -50 | -0.3% | -$4,808 | 减仓 |
| META | META PLATFORMS INC | $169.57万 | 0.75% | 2,964 | -40 | -1.3% | -$2.29万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $166.64万 | 0.74% | 27,476 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $161.33万 | 0.71% | 5,685 | -25 | -0.4% | -$7,094 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $155.05万 | 0.68% | 30,886 | 185 | 0.6% | $9,287 | 加仓 |
| NEM | NEWMONT CORP | $148.62万 | 0.66% | 13,729 | -100 | -0.7% | -$1.08万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $148.55万 | 0.66% | 29,351 | 7,892 | 36.8% | $39.94万 | 加仓 |
| CAT | CATERPILLAR INC | $145.55万 | 0.64% | 2,055 | -1 | -0.0% | -$708 | 减仓 |
| PEP | PEPSICO INC | $139.28万 | 0.61% | 8,969 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $138.79万 | 0.61% | 15,040 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $133.55万 | 0.59% | 1,452 | -23 | -1.6% | -$2.12万 | 减仓 |
| IBDR | ISHARES TR | $130.89万 | 0.58% | 53,999 | 6,707 | 14.2% | $16.26万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $130.05万 | 0.57% | 3,789 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $125.59万 | 0.55% | 6,544 | 0 | 0.0% | — | 不变 |
| BINC | BLACKROCK ETF TRUST II | $122.52万 | 0.54% | 23,593 | 4 | 0.0% | $208 | 加仓 |
| PG | PROCTER & GAMBLE CO | $122.36万 | 0.54% | 8,471 | 1,746 | 26.0% | $25.22万 | 加仓 |
| MO | ALTRIA GROUP INC | $120.09万 | 0.53% | 18,199 | 23 | 0.1% | $1,518 | 加仓 |
| WELL | WELLTOWER INC | $119.12万 | 0.53% | 6,025 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $118.80万 | 0.52% | 17,351 | 17,351 | — | $118.80万 | 新建仓 |
| QCOM | QUALCOMM INC | $112.36万 | 0.50% | 8,725 | -571 | -6.1% | -$7.35万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $111.21万 | 0.49% | 1,861 | 0 | 0.0% | — | 不变 |
| AUB | ATLANTIC UN BANKSHARES CORP | $104.79万 | 0.46% | 29,321 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $102.23万 | 0.45% | 42,175 | 8,000 | 23.4% | $19.39万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $98.29万 | 0.43% | 5,695 | -3,110 | -35.3% | -$53.67万 | 减仓 |
| TRGP | TARGA RES CORP | $90.26万 | 0.40% | 3,600 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $88.44万 | 0.39% | 3,645 | 0 | 0.0% | — | 不变 |
| IBTH | ISHARES TR | $88.21万 | 0.39% | 39,325 | 39,325 | — | $88.21万 | 新建仓 |
| GEV | GE VERNOVA INC | $86.68万 | 0.38% | 993 | 6 | 0.6% | $5,238 | 加仓 |
| MDT | MEDTRONIC PLC | $85.47万 | 0.38% | 9,864 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $79.22万 | 0.35% | 3,505 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $76.97万 | 0.34% | 8,502 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $76.83万 | 0.34% | 5,661 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $74.72万 | 0.33% | 16,254 | -74 | -0.5% | -$3,402 | 减仓 |
| SBUX | STARBUCKS CORP | $74.50万 | 0.33% | 8,315 | 2 | 0.0% | $179 | 加仓 |
| CRM | SALESFORCE INC | $73.43万 | 0.32% | 3,934 | 1 | 0.0% | $187 | 加仓 |
| ALL | ALLSTATE CORP | $72.92万 | 0.32% | 3,517 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $72.04万 | 0.32% | 2,875 | -600 | -17.3% | -$15.03万 | 减仓 |
| WPC | WP CAREY INC | $69.15万 | 0.30% | 10,175 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $67.64万 | 0.30% | 6,200 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $67.58万 | 0.30% | 4,620 | 910 | 24.5% | $13.31万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $64.62万 | 0.29% | 16,265 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $63.58万 | 0.28% | 4,676 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $63.09万 | 0.28% | 21,761 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $56.82万 | 0.25% | 6,118 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $55.79万 | 0.25% | 2,746 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $54.87万 | 0.24% | 1,534 | 100 | 7.0% | $3.58万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $53.26万 | 0.23% | 1,084 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $51.17万 | 0.23% | 46,270 | -1,400 | -2.9% | -$1.55万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $49.57万 | 0.22% | 4,037 | -445 | -9.9% | -$5.46万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $47.71万 | 0.21% | 8,083 | -1,575 | -16.3% | -$9.30万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $46.88万 | 0.21% | 5,501 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $44.96万 | 0.20% | 4,300 | -440 | -9.3% | -$4.60万 | 减仓 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $44.50万 | 0.20% | 11,650 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $43.28万 | 0.19% | 1,230 | -3 | -0.2% | -$1,056 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $40.18万 | 0.18% | 618 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $39.52万 | 0.17% | 1,377 | 50 | 3.8% | $1.44万 | 加仓 |
| VNOM | VIPER ENERGY INC | $38.88万 | 0.17% | 8,275 | 12 | 0.1% | $564 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $38.78万 | 0.17% | 4,131 | -76 | -1.8% | -$7,134 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $38.69万 | 0.17% | 8,480 | 200 | 2.4% | $9,124 | 加仓 |
| IBTG | ISHARES TR | $37.18万 | 0.16% | 16,225 | 7,100 | 77.8% | $16.27万 | 加仓 |
| PPG | PPG INDS INC | $36.34万 | 0.16% | 3,400 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $35.90万 | 0.16% | 844 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $33.63万 | 0.15% | 845 | -105 | -11.1% | -$4.18万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $33.43万 | 0.15% | 3,000 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $32.70万 | 0.14% | 5,345 | -200 | -3.6% | -$1.22万 | 减仓 |
| KKR | KKR & CO INC | $32.56万 | 0.14% | 3,520 | -50 | -1.4% | -$4,625 | 减仓 |