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True North Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
True North Advisors, LLC
报告期 2026-03-31 · CIK 0001634556
持仓数
245
前50大市值合计
$707.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q1
20Q4
20Q3
20Q2
20Q1
19Q4
20Q1 调仓
2019-12-31 → 2020-03-31 · 共 120 项
建仓 25
增持 49
减持 24
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
—
DuPont de Nemours Inc
-$8.7M
290,137
+0%
增持
DOW
Dow Inc
-$7.4M
290,367
+0%
减持
FNDF
Schwab Fndmtl Int'l Large Company
-$5.4M
13,664
-93%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SBUX
Starbucks Corp
-$4.4M
195,819
-0%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$4.2M
78,856
-4%
减持
AAPL
Apple Inc
-$2.4M
59,041
-0%
减持
EOG
EOG Resources Inc
-$2.0M
41,619
-1%
建仓
MDY
SPDR S&P MidCap 400
+$1.8M
7,016
增持
CTVA
Corteva Inc
-$1.8M
290,130
+0%
增持
—
Exxon Mobil Corp
-$1.4M
53,961
+10%
增持
EPD
Enterprise Products Ptnrs LP
-$1.4M
111,623
+6%
增持
DIS
The Walt Disney Co
-$1.4M
41,853
+12%
增持
GILD
Gilead Sciences Inc
+$1.3M
131,072
+0%
增持
MA
Mastercard Inc A
-$1.1M
19,364
+0%
增持
UNP
Union Pacific Corp
-$1.1M
27,053
+0%
减持
CAT
Caterpillar Inc
-$935.0K
29,305
-0%
建仓
EPAM
EPAM Systems Inc
+$779.0K
4,200
减持
GS
Goldman Sachs Group Inc
-$761.0K
10,056
-0%
增持
SPDW
SPDR Portfolio Developed Wld ex-US
-$749.0K
176,891
+11%
增持
JPM
JPMorgan Chase & Co
-$748.0K
28,639
+20%
减持
—
GMS Inc
-$722.0K
56,635
-5%
增持
SPY
SPDR S&P 500
-$719.0K
14,253
+4%
建仓
PCTY
Paylocity Hldg Corp
+$706.0K
8,000
建仓
CSGP
CoStar Group Inc
+$666.0K
1,135
增持
EMR
Emerson Electric Co
+$659.0K
30,322
+194%
减持
PG
Procter & Gamble Co/The
-$646.0K
41,839
-0%
减持
JNJ
Johnson & Johnson
-$639.0K
40,477
-1%
减持
BP
BP Plc
-$624.0K
23,602
-26%
减持
UPS
United Parcel Service Inc
-$623.0K
20,012
-6%
减持
PHYS
Sprott Physical Gold Trust
-$619.0K
599,066
-14%
增持
SCHZ
Schwab US Aggregate Bond
+$612.0K
42,215
+34%
建仓
DOCU
DocuSign Inc
+$582.0K
6,300
建仓
RGEN
Repligen Corp
+$579.0K
6,000
建仓
MRCY
Mercury Systems Inc
+$570.0K
8,000
增持
SCHV
Schwab US Large Value
-$555.0K
66,282
+14%
建仓
DXCM
DexCom Inc
+$544.0K
2,021
增持
HD
The Home Depot Inc
-$541.0K
24,046
+4%
增持
IWD
iShares Russell 1000 Value
-$537.0K
15,335
+2%
建仓
GWRE
Guidewire Software Inc
+$500.0K
6,316
建仓
SYK
Stryker Corp
+$499.0K
3,000
建仓
DLB
Dolby Laboratories Inc
+$487.0K
9,000
减持
EFA
iShares MSCI EAFE
-$481.0K
5,853
-49%
建仓
FISV
Fiserv Inc
+$474.0K
5,000
建仓
EHC
Encompass Health Corp
+$470.0K
7,343
建仓
VTI
Vanguard Total Stk Mkt
+$468.0K
3,635
增持
VEEV
Veeva Systems Inc A
+$429.0K
9,401
+27%
增持
PFE
Pfizer Inc
-$419.0K
70,287
+1%
减持
CUBE
CubeSmart
-$408.0K
66,506
-4%
建仓
TDTF
FlexShares iBoxx 5Yr Target Dur TIPS
+$398.0K
15,453
减持
ABT
Abbott Laboratories
-$398.0K
44,207
-1%
建仓
FNDX
Schwab Fndmtl US Large Company
+$359.0K
11,480
增持
MTDR
Matador Resources Co
-$353.0K
22,917
+0%
建仓
CPRT
Copart Inc
+$346.0K
5,059
增持
TRN
Trinity Industries Inc
+$340.0K
44,272
+164%
清仓
IYJ
iShares Dow Jones US Industria
-$335.0K
0
-100%
清仓
IDU
iShares Dow Jones US Utilities
-$324.0K
0
-100%
建仓
—
Revance Therapeutics Inc
+$321.0K
21,720
建仓
MORN
Morningstar Inc
+$319.0K
2,750
清仓
SPG
Simon Property Group Inc
-$317.0K
0
-100%
增持
IWF
iShares Russell 1000 Growth
-$312.0K
13,048
+1%
建仓
TOTL
SPDR DoubleLine Total Return Tact
+$307.0K
6,406
减持
TXN
Texas Instruments Inc
-$300.0K
8,820
-4%
建仓
JBTM
John Bean Technologies Corp
+$297.0K
4,000
建仓
FNDE
Schwab Fndmtl Emerg Mkts Large Co
+$280.0K
13,648
清仓
DOC
Healthpeak Properties Inc
-$279.0K
0
-100%
清仓
EEM
iShares MSCI Emerging Markets
-$279.0K
0
-100%
清仓
BAC
Bank of America Corp
-$275.0K
0
-100%
清仓
META
Meta Platforms
-$253.0K
0
-100%
清仓
VTR
Ventas Inc
-$237.0K
0
-100%
增持
T
AT&T Inc
-$235.0K
29,253
+5%
清仓
SFNC
Simmons First Nat'l Corp A
-$235.0K
0
-100%
建仓
SHOO
Steven Madden Ltd
+$232.0K
10,000
清仓
QCOM
Qualcomm Inc
-$229.0K
0
-100%
清仓
BXP
Boston Properties Inc
-$228.0K
0
-100%
清仓
PM
Philip Morris International In
-$227.0K
0
-100%
清仓
IWM
iShares Russell 2000
-$225.0K
0
-100%
建仓
CDXS
Codexis Inc
+$223.0K
20,000
清仓
CM
Canadian Imperial Bank of Commerce
-$219.0K
0
-100%
清仓
YUM
Yum! Brands Inc
-$217.0K
0
-100%
清仓
ESS
Essex Property Trust Inc
-$215.0K
0
-100%
清仓
AMGN
Amgen Inc
-$214.0K
0
-100%
清仓
MO
Altria Group Inc
-$212.0K
0
-100%
清仓
—
Philips 66 Partners LP
-$209.0K
0
-100%
清仓
—
Magellan Midstream Ptnrs
-$208.0K
0
-100%
清仓
CPT
Camden Ppty Tst
-$203.0K
0
-100%
增持
AMZN
Amazon.com Inc
+$200.0K
492
+20%
增持
IWN
iShares Russell 2000 Value
-$194.0K
4,611
+4%
减持
CL
Colgate-Palmolive Co
-$184.0K
30,356
-5%
建仓
—
Carnival Corp
+$161.0K
12,240
减持
PEP
PepsiCo Inc
-$153.0K
8,799
-1%
增持
IWO
iShares Russell 2000 Growth
-$152.0K
3,079
+3%
减持
IVV
iShares Core S&P 500
-$150.0K
1,377
-12%
清仓
—
AH Belo Corp
-$135.0K
0
-100%
增持
CVX
Chevron Corp
-$131.0K
6,879
+32%
增持
MRK
Merck & Co Inc
-$120.0K
8,755
+0%
增持
DIA
SPDR Dow Jones Industrial Aver
-$120.0K
1,873
+1%
增持
SCHG
Schwab US Large Growth
-$110.0K
27,112
+11%
增持
V
Visa Inc A
-$108.0K
4,009
+0%
增持
ET
Energy Transfer LP
+$99.0K
58,072
+343%
减持
LMT
Lockheed Martin Corp
-$98.0K
1,772
-1%
减持
KO
Coca-Cola Co
-$92.0K
7,890
-1%
增持
OXY
Occidental Petroleum Corp
+$91.0K
25,195
+418%
增持
MMM
3M Co
-$89.0K
2,256
+0%
增持
—
GlaxoSmithKline PLC
-$66.0K
7,806
+1%
增持
ENB
Enbridge Inc
+$65.0K
33,680
+46%
增持
VZ
Verizon Communications Inc
-$47.0K
6,716
+1%
增持
EQR
Equity Residential
-$46.0K
4,192
+12%
增持
QQQ
Invesco QQQ Trust
-$39.0K
1,768
+0%
增持
—
BGC Partners Inc A
-$36.0K
12,766
+11%
增持
ABBV
AbbVie Inc
-$36.0K
3,099
+1%
增持
FNDA
Schwab Fndmtl US Small Company
+$34.0K
44,708
+60%
增持
D
Dominion Resources Inc D
-$30.0K
2,954
+0%
减持
NFLX
Netflix Inc
+$29.0K
1,175
-8%
减持
MSFT
Microsoft Corp
-$25.0K
130,603
-0%
增持
CRM
Salesforce.com Inc
-$23.0K
1,665
+3%
增持
ORCL
Oracle Corp
-$21.0K
4,846
+1%
增持
SCHF
Schwab International Equity
+$19.0K
13,651
+38%
增持
ARE
Alexandria Real Estate Equities Inc
-$16.0K
1,742
+11%
增持
—
General Electric Co
-$15.0K
20,805
+29%
增持
PLD
Prologis Inc
+$1.0K
5,289
+11%
