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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $1,683.30万 | 6.73% | 58,173 | -264 | -0.5% | -$7.64万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,475.78万 | 5.90% | 73,756 | -434 | -0.6% | -$8.68万 | 减仓 |
| MSFT | MICROSOFT CORP | $1,207.21万 | 4.82% | 32,363 | 300 | 0.9% | $11.19万 | 加仓 |
| GOOGL | ALPHABET INC | $1,144.80万 | 4.57% | 32,034 | 93 | 0.3% | $3.32万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,132.08万 | 4.52% | 44,575 | 17 | 0.0% | $4,318 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $804.34万 | 3.21% | 24,573 | 1 | 0.0% | $327 | 加仓 |
| CVX | CHEVRON CORPORATION | $709.82万 | 2.84% | 42,822 | 354 | 0.8% | $5.87万 | 加仓 |
| — | EXXON MOBIL CORP | $631.53万 | 2.52% | 46,191 | 276 | 0.6% | $3.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $621.98万 | 2.48% | 12,430 | 113 | 0.9% | $5.65万 | 加仓 |
| AVGO | BROADCOM INC | $585.03万 | 2.34% | 15,487 | 117 | 0.8% | $4.42万 | 加仓 |
| ABBV | ABBVIE INC | $561.33万 | 2.24% | 22,307 | 26 | 0.1% | $6,543 | 加仓 |
| CSCO | CISCO SYS INC | $547.25万 | 2.19% | 46,590 | 7 | 0.0% | $822 | 加仓 |
| GOOG | ALPHABET INC | $539.30万 | 2.15% | 15,263 | -100 | -0.7% | -$3.53万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $430.11万 | 1.72% | 5,636 | -150 | -2.6% | -$11.45万 | 减仓 |
| AMZN | AMAZON COM INC | $407.02万 | 1.63% | 17,077 | 50 | 0.3% | $1.19万 | 加仓 |
| WMT | WALMART INC | $352.35万 | 1.41% | 31,110 | 5 | 0.0% | $566 | 加仓 |
| HD | HOME DEPOT INC | $350.21万 | 1.40% | 9,930 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $343.23万 | 1.37% | 12,206 | 986 | 8.8% | $27.73万 | 加仓 |
| WMB | WILLIAMS COS INC | $326.64万 | 1.30% | 43,938 | 23 | 0.1% | $1,710 | 加仓 |
| KO | COCA COLA CO | $320.42万 | 1.28% | 39,427 | -72 | -0.2% | -$5,851 | 减仓 |
| TSLA | TESLA INC | $307.29万 | 1.23% | 7,306 | -12 | -0.2% | -$5,047 | 减仓 |
| V | VISA INC | $289.64万 | 1.16% | 8,442 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $283.61万 | 1.13% | 5,522 | -180 | -3.2% | -$9.24万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $266.85万 | 1.07% | 83,468 | -10 | -0.0% | -$320 | 减仓 |
| MRK | MERCK & CO INC | $248.98万 | 0.99% | 19,376 | 8 | 0.0% | $1,028 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $241.96万 | 0.97% | 13,374 | 3 | 0.0% | $543 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $241.16万 | 0.96% | 4,735 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $227.85万 | 0.91% | 19,363 | -697 | -3.5% | -$8.20万 | 减仓 |
| CAT | CATERPILLAR INC | $218.84万 | 0.87% | 2,055 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $212.63万 | 0.85% | 2,273 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $212.47万 | 0.85% | 5,685 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $198.89万 | 0.79% | 10,483 | -9 | -0.1% | -$1,708 | 减仓 |
| GPC | GENUINE PARTS CO | $193.65万 | 0.77% | 16,414 | 0 | 0.0% | — | 不变 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $186.54万 | 0.75% | 143,381 | 14,978 | 11.7% | $19.49万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $177.45万 | 0.71% | 12,101 | 3,630 | 42.9% | $53.23万 | 加仓 |
| LLY | ELI LILLY & CO | $174.16万 | 0.70% | 1,452 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $166.79万 | 0.67% | 19,184 | -25 | -0.1% | -$2,173 | 减仓 |
| META | META PLATFORMS INC | $166.45万 | 0.67% | 2,955 | -9 | -0.3% | -$5,070 | 减仓 |
| PFE | PFIZER INC | $163.96万 | 0.66% | 68,090 | 36 | 0.1% | $867 | 加仓 |
| QCOM | QUALCOMM INC | $161.10万 | 0.64% | 8,718 | -7 | -0.1% | -$1,294 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $158.32万 | 0.63% | 27,476 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $150.75万 | 0.60% | 29,810 | 459 | 1.6% | $2.32万 | 加仓 |
| NFLX | NETFLIX INC. | $141.84万 | 0.57% | 19,865 | 1,980 | 11.1% | $14.14万 | 加仓 |
| BOND | PIMCO ETF TR | $138.68万 | 0.55% | 15,040 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $138.02万 | 0.55% | 18,134 | 783 | 4.5% | $5.96万 | 加仓 |
| WELL | WELLTOWER INC | $135.05万 | 0.54% | 5,950 | -75 | -1.2% | -$1.70万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $134.22万 | 0.54% | 3,789 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $134.22万 | 0.54% | 6,308 | -236 | -3.6% | -$5.02万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $132.44万 | 0.53% | 31,281 | 395 | 1.3% | $1.67万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $131.53万 | 0.53% | 1,915 | 54 | 2.9% | $3.71万 | 加仓 |
| MO | ALTRIA GROUP INC | $131.08万 | 0.52% | 18,218 | 19 | 0.1% | $1,367 | 加仓 |
| NEM | NEWMONT CORP | $128.23万 | 0.51% | 13,729 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $128.08万 | 0.51% | 52,860 | -1,139 | -2.1% | -$2.76万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $124.18万 | 0.50% | 23,725 | 132 | 0.6% | $6,909 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $124.06万 | 0.50% | 29,321 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $119.44万 | 0.48% | 4,676 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $116.67万 | 0.47% | 993 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $108.58万 | 0.43% | 8,019 | -950 | -10.6% | -$12.86万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $104.18万 | 0.42% | 3,831 | -300 | -7.3% | -$8.16万 | 减仓 |
| IBDS | ISHARES TR | $99.54万 | 0.40% | 41,100 | -1,075 | -2.5% | -$2.60万 | 减仓 |
| UNP | UNION PAC CORP | $99.14万 | 0.40% | 3,645 | 0 | 0.0% | — | 不变 |
| TRGP | TARGA RES CORP | $96.53万 | 0.39% | 3,600 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $96.26万 | 0.38% | 2,875 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $94.68万 | 0.38% | 34,544 | 6,239 | 22.0% | $17.10万 | 加仓 |
| IBTH | ISHARES TR | $87.97万 | 0.35% | 39,325 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $84.99万 | 0.34% | 8,317 | 2 | 0.0% | $204 | 加仓 |
| ALL | ALLSTATE CORP | $83.68万 | 0.33% | 3,517 | 0 | 0.0% | — | 不变 |
| AMT | AMERICAN TOWER CORP | $82.60万 | 0.33% | 5,050 | -645 | -11.3% | -$10.55万 | 减仓 |
| IEFA | ISHARES TR | $82.11万 | 0.33% | 8,502 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $80.82万 | 0.32% | 16,222 | -32 | -0.2% | -$1,594 | 减仓 |
| MDT | MEDTRONIC PLC | $80.76万 | 0.32% | 10,324 | 460 | 4.7% | $3.60万 | 加仓 |
| INTC | INTEL CORP | $76.99万 | 0.31% | 5,514 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $72.75万 | 0.29% | 10,175 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $69.43万 | 0.28% | 4,087 | 50 | 1.2% | $8,494 | 加仓 |
| NOW | SERVICENOW INC | $69.24万 | 0.28% | 6,974 | 2,674 | 62.2% | $26.55万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $69.01万 | 0.28% | 6,200 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $66.87万 | 0.27% | 11,700 | 2,500 | 27.2% | $14.29万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $64.99万 | 0.26% | 5,570 | 950 | 20.6% | $11.08万 | 加仓 |
| INFQ | INFLEQTION INC | $64.60万 | 0.26% | 48,500 | 48,500 | — | $64.60万 | 新建仓 |
| TOTL | SSGA ACTIVE ETF TR | $64.20万 | 0.26% | 16,265 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $63.88万 | 0.26% | 1,499 | -35 | -2.3% | -$1.49万 | 减仓 |
| OEF | ISHARES TR | $61.65万 | 0.25% | 1,685 | 1,685 | — | $61.65万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $61.50万 | 0.25% | 2,746 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $60.85万 | 0.24% | 3,884 | -50 | -1.3% | -$7,833 | 减仓 |
| NEE | NEXTERA ENERGY INC | $58.09万 | 0.23% | 6,618 | 500 | 8.2% | $4.39万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $54.32万 | 0.22% | 1,084 | 0 | 0.0% | — | 不变 |
| — | VIRGINIA NATL BK CHRLOTSVLE | $51.70万 | 0.21% | 11,650 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $50.43万 | 0.20% | 5,501 | 0 | 0.0% | — | 不变 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $49.97万 | 0.20% | 45,970 | -300 | -0.6% | -$3,261 | 减仓 |
| AIQ | GLOBAL X FDS | $49.01万 | 0.20% | 7,470 | 7,470 | — | $49.01万 | 新建仓 |
| IGV | ISHARES TR | $46.50万 | 0.19% | 5,132 | 3,175 | 162.2% | $28.77万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T | $46.14万 | 0.18% | 618 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $45.36万 | 0.18% | 1,330 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $45.05万 | 0.18% | 21,761 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $43.27万 | 0.17% | 1,195 | -35 | -2.8% | -$1.27万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $42.53万 | 0.17% | 1,352 | -25 | -1.8% | -$7,865 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $41.97万 | 0.17% | 500 | -100 | -16.7% | -$8.39万 | 减仓 |
| NVO | NOVO-NORDISK A S | $41.35万 | 0.17% | 8,625 | -30 | -0.3% | -$1,438 | 减仓 |
| PPG | PPG INDS INC | $41.24万 | 0.16% | 3,400 | 0 | 0.0% | — | 不变 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $41.01万 | 0.16% | 8,033 | -50 | -0.6% | -$2,553 | 减仓 |