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CIK: 0001717658
Total reported value
$448.2M
$448.2M
129 檔
31.4%
During the Q2 2026 filing period, DeDora Capital, Inc. (CIK: 0001717658) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $448.2M across 129 reported positions.
DeDora Capital, Inc. executed strategic sector rebalancing during Q2 2026, establishing 13 new positions while fully exiting 7 holdings and trimming 51 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VUG | Vanguard Growth ETF | ETF-Other | 6.62% | +0.52% | +436.63% | |
| 2 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 6.43% | +0.07% | -10.93% | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 6.13% | +0.43% | +5.55% | |
| 4 | FBND | Fidelity Total Bond ETF | ETF-Other | 5.71% | -0.21% | +1.18% | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 5.68% | -0.09% | +8.39% | |
| 6 | CGXU | Cap Group Intl Focus | ETF-Other | 4.92% | +0.23% | +8.34% | |
| 7 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.55% | +0.08% | -0.42% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.37% | +0.33% | -1.64% | |
| 9 | VCEB | Vanguard Esg US CORP Bond | ETF-Corp Bonds | 2.44% | -0.22% | +0.74% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.11% | -0.01% | -1.95% | |
| 11 | NULG | Nuveen Esg Lrg-cap Grw ETF | ETF-Other | 2.04% | -1.07% | +3.13% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.99% | +0.19% | -4.40% | |
| 13 | JEPI | Jpmorgan Equity Premium Inco | ETF-Other | 1.96% | +0.12% | +12.82% | |
| 14 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.85% | +0.06% | -2.59% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.72% | -0.04% | -2.19% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.70% | -0.18% | -1.70% | |
| 17 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.66% | -0.22% | -1.19% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.64% | +0.53% | +7.68% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.57% | -0.23% | -1.72% | |
| 20 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.53% | +0.02% | -1.46% | |
| 21 | NUSC | Nuveen Esg Small-cap ETF | ETF-Other | 1.53% | -0.36% | +0.62% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.03% | +2.18% | |
| 23 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.34% | +0.17% | +12.82% | |
| 24 | HELO | Jpmorgan Hedged Equity ETF | ETF-Other | 1.29% | +0.12% | +16.85% | |
| 25 | VSGX | Vanguard Esg Intl Stock ETF | ETF-Other | 1.25% | -0.66% | +10.91% | |
| 26 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 1.15% | +0.02% | — | |
| 27 | HD | Home Depot Inc | Stock-Consumer Disc | 1.10% | -0.19% | +4.62% | |
| 28 | AMD | Advanced Micro Devices | Stock-Tech | 0.98% | -0.04% | -8.64% | |
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.95% | -0.07% | +7.18% | |
| 30 | APP | Applovin Corp-class A | Stock-Tech | 0.90% | -0.38% | -0.83% | |
| 31 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.89% | -0.10% | +2.93% | |
| 32 | RTX | Rtx CORP | Stock-Industrials | 0.86% | — | -0.39% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.83% | +0.02% | +3.06% | |
| 34 | TQQQ | Proshares Ultrapro Qqq | ETF-Other | 0.72% | -0.02% | -9.58% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.69% | +0.05% | -0.03% | |
| 36 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.68% | -0.11% | -2.71% | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.66% | +0.01% | +0.78% | |
| 38 | CVX | Chevron CORP | Stock-Energy | 0.66% | +0.17% | +6.49% | |
| 39 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.65% | +0.02% | — | |
| 40 | WMT | Walmart Inc | Stock-Consumer Staples | 0.65% | -0.05% | +1.62% | |
| 41 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.64% | +0.19% | -1.84% | |
| 42 | AMGN | Amgen Inc | Stock-Healthcare | 0.59% | +0.08% | +1.26% | |
| 43 | CGSD | Cap Group Short Duration | ETF-Other | 0.57% | -0.14% | +4.20% | |
| 44 | LIN | Linde plc | Stock-Materials | 0.56% | -0.07% | -0.91% | |
| 45 | UPRO | Proshares Ultrapro S&p 500 | ETF-Large Cap & Growth | 0.55% | +0.04% | -1.94% | |
| 46 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.55% | -0.01% | +288.02% | |
| 47 | CMF | Ishares California Muni Bond | ETF-Other | 0.55% | -0.27% | -11.23% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.50% | -0.03% | -0.09% | |
| 49 | NFLX | Netflix Inc | Stock-Comm Services | 0.41% | +0.01% | +0.50% | |
| 50 | FTCA | Franklin Ca Muni Inc ETF | ETF-Other | 0.41% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VB | Vanguard Small-cap ETF | +0.6% | +8.39% | Add |
| 2 | AMD | Advanced Micro Devices | +0.6% | -8.64% | Trim |
| 3 | CGXU | Cap Group Intl Focus | +0.6% | +8.34% | Add |
| 4 | IVV | Ishares Core S&p 500 ETF | +0.4% | +5.55% | Add |
| 5 | FTCA | Franklin Ca Muni Inc ETF | +0.4% | NEW | New buy |
| 6 | NULG | Nuveen Esg Lrg-cap Grw ETF | +0.3% | +3.13% | Add |
| 7 | ESGV | Vanguard Esg US Stock ETF | +0.3% | +422.98% | Add |
| 8 | TQQQ | Proshares Ultrapro Qqq | +0.3% | -9.58% | Trim |
| 9 | CRWD | Crowdstrike Holdings Inc - A | +0.2% | +85.40% | Add |
| 10 | LLY | Eli Lilly & Co | +0.2% | +7.18% | Add |
| 11 | UNH | Unitedhealth Group Inc | +0.2% | -2.71% | Trim |
| 12 | MU | Micron Technology Inc | +0.2% | -11.38% | Trim |
| 13 | QQQ | Invesco Qqq Trust Series 1 | +0.2% | -1.46% | Trim |
| 14 | VSGX | Vanguard Esg Intl Stock ETF | +0.1% | +10.91% | Add |
| 15 | LRCX | Lam Research CORP | +0.1% | — | Unchanged |
| 16 | GOOGL | Alphabet Inc-cl A | +0.1% | -1.72% | Trim |
| 17 | UPRO | Proshares Ultrapro S&p 500 | +0.1% | -1.94% | Trim |
| 18 | GOOG | Alphabet Inc-cl C | +0.1% | -2.19% | Trim |
| 19 | HELO | Jpmorgan Hedged Equity ETF | +0.1% | +16.85% | Add |
| 20 | APP | Applovin Corp-class A | +0.1% | -0.83% | Trim |
| 21 | AVGO | Broadcom Inc | +0.1% | -1.70% | Trim |
| 22 | MRVL | Marvell Technology Inc | +0.1% | NEW | New buy |
| 23 | PANW | Palo Alto Networks Inc | +0.1% | NEW | New buy |
| 24 | VOO | Vanguard S&p 500 ETF | +0.1% | -0.42% | Trim |
| 25 | NUSC | Nuveen Esg Small-cap ETF | +0.1% | +0.62% | Add |
| 26 | ABBV | Abbvie Inc | +0.1% | +3.06% | Add |
| 27 | CAT | Caterpillar Inc | +0.1% | -1.71% | Trim |
| 28 | SNOW | Snowflake Inc | +0.1% | NEW | New buy |
| 29 | MDLZ | Mondelez International Inc-a | +0.1% | NEW | New buy |
| 30 | VGT | Vanguard Info Tech ETF | +0.1% | NEW | New buy |
| 31 | ESGE | Ishares Inc Ishares Esg Awar | +0.1% | NEW | New buy |
| 32 | HOOD | Robinhood Markets Inc - A | +0.1% | NEW | New buy |
| 33 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 34 | XJH | Ishare Esg Ss S&p Midcap ETF | +0.1% | NEW | New buy |
| 35 | TXN | Texas Instruments Inc | +0.1% | NEW | New buy |
| 36 | COLB | Columbia Banking System Inc | +0.1% | NEW | New buy |
| 37 | GE | General Electric | 0% | +6.40% | Add |
| 38 | KLAC | Kla CORP | 0% | NEW | New buy |
| 39 | CIBR | First Trust Nasdaq Cybersecu | 0% | -3.66% | Trim |
| 40 | URI | United Rentals Inc | 0% | +2.03% | Add |
| 41 | QCOM | Qualcomm Inc | 0% | — | Unchanged |
| 42 | GWW | Ww Grainger Inc | 0% | +0.33% | Add |
| 43 | ANET | Arista Networks Inc | 0% | +3.96% | Add |
| 44 | NOK | Nokia Corp-spon Adr | 0% | — | Unchanged |
| 45 | CARR | Carrier Global CORP | 0% | +5.57% | Add |
| 46 | JPM | Jpmorgan Chase & Co | 0% | +2.18% | Add |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | +3.09% | Add |
| 48 | XJR | Ishr Esg Ss S&p Smal-cap-usd | 0% | +3.88% | Add |
| 49 | SBUX | Starbucks CORP | 0% | +13.16% | Add |
| 50 | VTIP | Vanguard Short-term Tips | 0% | +31.18% | Add |
According to official SEC Form 13F filings, DeDora Capital, Inc. reported a total U.S. public equity portfolio value of $448.2M across 129 disclosed positions in Q2 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.
In terms of portfolio concentration, the top 5 core holdings (including VUG, VYM, IVV) accounted for 31.4% of total reported equity market value during Q2 2026.
Top New Position Initiated
FTCA
市值: $1.9M
Top Position Liquidated / Trimmed
DHR
前期市值: $315.9K
During Q2 2026, DeDora Capital, Inc.'s top holdings by market value included VUG (6.6%)、VYM (6.4%)、IVV (6.1%). The largest single position, VUG, represented 6.6% of total portfolio value.
In Q2 2026, DeDora Capital, Inc. made 125 total portfolio adjustments, initiating 13 new buys, adding to 54 positions, trimming 51 holdings, and fully liquidating 7 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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