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CIK: 0001717658
Total reported value
$460.1M
$460.1M
123 檔
28.3%
In Q1 2026, DeDora Capital, Inc.'s U.S. equity holdings reached a combined market value of $460.1M, distributed across 123 disclosed stock positions.
DeDora Capital, Inc. executed strategic sector rebalancing during Q1 2026, establishing 11 new positions while fully exiting 3 holdings and trimming 54 positions.
In terms of portfolio concentration, the top 5 core holdings (including VYM, VUG, FBND) accounted for 28.3% of total reported equity market value during Q1 2026.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 7.63% | -1.20% | -1.92% | |
| 2 | VUG | Vanguard Growth ETF | ETF-Other | 7.06% | -0.44% | -1.31% | |
| 3 | FBND | Fidelity Total Bond ETF | ETF-Other | 6.39% | -0.68% | -1.67% | |
| 4 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 5.71% | +0.42% | -0.02% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 5.11% | +0.57% | +0.88% | |
| 6 | CGXU | Cap Group Intl Focus | ETF-Other | 4.37% | +0.55% | +0.47% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.50% | +0.05% | -1.57% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.39% | -0.02% | -3.21% | |
| 9 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 2.73% | -0.29% | +9.30% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.19% | -0.08% | -2.18% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.05% | -0.06% | -1.66% | |
| 12 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.97% | -0.01% | +4.26% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.87% | -0.02% | -0.35% | |
| 14 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 1.73% | +0.31% | +5.09% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.70% | -0.06% | -0.30% | |
| 16 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.67% | -0.01% | -0.16% | |
| 17 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.61% | +0.11% | -3.96% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.60% | +0.10% | -2.78% | |
| 19 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.56% | -0.22% | +25.42% | |
| 20 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.48% | +0.05% | +1.32% | |
| 21 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.45% | +0.12% | -1.43% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.38% | +0.15% | -0.41% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.34% | +0.01% | -1.19% | |
| 24 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.18% | +0.11% | +8.69% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.17% | -0.02% | — | |
| 26 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | -0.01% | +1.93% | |
| 27 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.11% | +0.14% | +19.26% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.04% | -0.15% | -0.14% | |
| 29 | RTX | Rtx CORP | Stock-Industrials | 0.99% | -0.13% | -3.21% | |
| 30 | CVX | Chevron CORP | Stock-Energy | 0.87% | -0.21% | -1.03% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.79% | -0.14% | -0.68% | |
| 32 | APP | Applovin Corp-class A | Stock-Tech | 0.79% | +0.11% | — | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.78% | +0.05% | -1.06% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.77% | +0.18% | -0.29% | |
| 35 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.11% | -1.11% | |
| 36 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.70% | -0.05% | — | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | — | +0.91% | |
| 38 | CMF | Ishares California Muni Bond | ETF-Other | 0.68% | -0.13% | -0.25% | |
| 39 | UNP | Union Pacific CORP | Stock-Industrials | 0.66% | — | +0.63% | |
| 40 | AMGN | Amgen Inc | Stock-Healthcare | 0.64% | -0.05% | -0.22% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.62% | -0.21% | +4.82% | |
| 42 | CGSD | Cap Group Short Duration | ETF-Other | 0.62% | -0.05% | +5.47% | |
| 43 | LIN | Linde plc | Stock-Materials | 0.61% | -0.05% | +16.73% | |
| 44 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.57% | -0.02% | -0.90% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.55% | -0.05% | +0.58% | |
| 46 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.51% | +0.17% | -1.10% | |
| 47 | GLD | Spdr Gold Shares | ETF-Commodities | 0.51% | -0.13% | -2.63% | |
| 48 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.46% | +0.26% | -1.76% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.45% | -0.06% | +4.25% | |
| 50 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.43% | +0.12% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | +0.5% | +25.42% | Add |
| 2 | VYM | Vanguard High Dvd Yield ETF | +0.4% | -1.92% | Trim |
| 3 | VCEB | Vanguard Esg US CORP Bond | +0.3% | +9.30% | Add |
| 4 | VB | Vanguard Small-cap ETF | +0.3% | +0.88% | Add |
| 5 | CVX | Chevron CORP | +0.3% | -1.03% | Trim |
| 6 | VSGX | Vanguard Esg Intl Stock ETF | +0.2% | +19.26% | Add |
| 7 | LIN | Linde plc | +0.2% | +16.73% | Add |
| 8 | COST | Costco Wholesale CORP | +0.2% | -0.14% | Trim |
| 9 | CGXU | Cap Group Intl Focus | +0.2% | +0.47% | Add |
| 10 | JEPI | Jpmorgan Equity Premium Inco | +0.1% | +4.26% | Add |
| 11 | WMT | Walmart Inc | +0.1% | -0.68% | Trim |
| 12 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +8.69% | Add |
| 13 | NUSC | Nuveen Esg Small-cap ETF | +0.1% | +1.32% | Add |
| 14 | JNJ | Johnson & Johnson | +0.1% | +2.14% | Add |
| 15 | AMGN | Amgen Inc | +0.1% | -0.22% | Trim |
| 16 | SPDW | Ste Str Spdr Pt Dw EU ETF | +0.1% | — | Unchanged |
| 17 | FBND | Fidelity Total Bond ETF | +0.1% | -1.67% | Trim |
| 18 | LMT | Lockheed Martin CORP | +0.1% | +0.05% | Add |
| 19 | ENSG | Ensign Group Inc/the | +0.1% | -0.66% | Trim |
| 20 | NFLX | Netflix Inc | +0.1% | +4.82% | Add |
| 21 | UNP | Union Pacific CORP | +0.1% | +0.63% | Add |
| 22 | MRK | Merck & Co. Inc. | +0.1% | -0.22% | Trim |
| 23 | GLD | Spdr Gold Shares | +0.1% | -2.63% | Trim |
| 24 | CGSD | Cap Group Short Duration | +0.1% | +5.47% | Add |
| 25 | RTX | Rtx CORP | +0.1% | -3.21% | Trim |
| 26 | CAT | Caterpillar Inc | 0% | +4.24% | Add |
| 27 | XOM | Exxon Mobil CORP | 0% | -1.96% | Trim |
| 28 | XEL | Xcel Energy Inc | 0% | +0.47% | Add |
| 29 | RSP | Invesco S&p 500 Equal Weight | 0% | -2.18% | Trim |
| 30 | NEE | Nextera Energy Inc | 0% | -0.07% | Trim |
| 31 | PG | Procter & Gamble Co/the | 0% | +4.25% | Add |
| 32 | MCK | Mckesson CORP | 0% | +1.89% | Add |
| 33 | NULG | Nuveen Esg Lrg-cap Grw ETF | 0% | +5.09% | Add |
| 34 | VZ | Verizon Communications Inc | 0% | +4.37% | Add |
| 35 | MU | Micron Technology Inc | 0% | — | Unchanged |
| 36 | PEP | Pepsico Inc | 0% | +5.04% | Add |
| 37 | DLR | Digital Realty Trust Inc | 0% | — | Unchanged |
| 38 | GWW | Ww Grainger Inc | 0% | +0.17% | Add |
| 39 | SBUX | Starbucks CORP | 0% | +15.07% | Add |
| 40 | GILD | Gilead Sciences Inc | 0% | — | Unchanged |
| 41 | VXUS | Vanguard Total Intl Stock | 0% | — | Unchanged |
| 42 | HD | Home Depot Inc | 0% | +1.93% | Add |
| 43 | CME | Cme Group Inc | 0% | +7.04% | Add |
| 44 | VO | Vanguard Mid-cap ETF | 0% | -0.90% | Trim |
| 45 | NOK | Nokia Corp-spon Adr | 0% | — | Unchanged |
| 46 | CARR | Carrier Global CORP | 0% | +6.24% | Add |
| 47 | CMF | Ishares California Muni Bond | 0% | -0.25% | Trim |
| 48 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 49 | TM | Toyota Motor CORP -spon Adr | 0% | +6.49% | Add |
| 50 | ✓ | Grayscale Digital Large Cap | 0% | +31.70% | Add |
According to official SEC Form 13F filings, DeDora Capital, Inc. reported a total U.S. public equity portfolio value of $460.1M across 123 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
CVSB
市值: $633.7K
Top Position Liquidated / Trimmed
AZNN
前期市值: $409.7K
During Q1 2026, DeDora Capital, Inc.'s top holdings by market value included VYM (7.6%)、VUG (7.1%)、FBND (6.4%). The largest single position, VYM, represented 7.6% of total portfolio value.
In Q1 2026, DeDora Capital, Inc. made 109 total portfolio adjustments, initiating 11 new buys, adding to 41 positions, trimming 54 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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