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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
20Q2 调仓
2020-03-31 → 2020-06-30 · 共 150 项
建仓 71
增持 50
减持 23
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
MSFT
Microsoft Corp
+$10.3M
151,994
+16%
减持
PHYS
Sprott Physical Gold Trust
-$6.0M
127,737
-79%
减持
AAPL
Apple Inc
+$4.4M
53,206
-10%
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
FAST
Fastenal Co
+$4.1M
350,656
-0%
增持
DOW
Dow Inc
+$3.4M
290,625
+0%
减持
DHR
Danaher Corp
+$2.6M
66,891
-0%
建仓
WY
Weyerhaeuser Co
+$2.4M
107,846
建仓
PCH
PotlatchDeltic Corp
+$2.4M
62,468
建仓
CMCSA
Comcast Corp A
+$2.3M
59,742
建仓
UNH
UnitedHealth Group Inc
+$2.3M
7,676
建仓
CHTR
Charter Communications Inc A
+$2.2M
4,337
建仓
BAC
Bank of America Corp
+$2.1M
87,104
增持
DIS
The Walt Disney Co
+$2.0M
53,940
+29%
建仓
SCHW
Charles Schwab Corp/The
+$1.7M
50,000
建仓
COF
Capital One Fin'l Corp
+$1.6M
25,824
增持
UNP
Union Pacific Corp
+$1.6M
32,008
+18%
增持
HD
The Home Depot Inc
+$1.6M
24,254
+1%
减持
SBUX
Starbucks Corp
+$1.5M
195,640
-0%
建仓
SNY
Sanofi
+$1.5M
29,456
建仓
FDX
FedEx Corp
+$1.4M
10,008
建仓
NVS
Novartis AG
+$1.3M
14,388
建仓
WFC
Wells Fargo & Co
+$1.3M
48,981
建仓
CLW
Clearwater Paper Corp
+$1.2M
32,570
增持
SCHZ
Schwab US Aggregate Bond
+$1.2M
61,509
+46%
增持
GS
Goldman Sachs Group Inc
+$1.2M
13,765
+37%
减持
ZTS
Zoetis Inc
+$1.2M
60,000
-0%
建仓
BMY
Bristol-Myers Squibb Co
+$1.2M
19,651
增持
WMT
Walmart Inc
+$1.1M
11,894
+292%
减持
BRK/B
Berkshire Hathaway Inc. Class B
-$1.1M
74,722
-5%
建仓
AXP
American Express Co
+$1.1M
11,140
增持
MA
Mastercard Inc A
+$1.0M
19,365
+0%
建仓
FNDC
Schwab Fndmtl Int'l Small Company
+$1.0M
36,912
建仓
BNY
Bank of New York Mellon Corp
+$1.0M
26,200
减持
VRSK
Verisk Analytics Inc
+$1.0M
32,600
-0%
增持
CVX
Chevron Corp
+$980.0K
16,574
+141%
增持
MRK
Merck & Co Inc
+$964.0K
21,169
+142%
增持
CL
Colgate-Palmolive Co
+$953.0K
40,501
+33%
建仓
TFC
Truist Fin'l Corp
+$948.0K
25,257
增持
FNDA
Schwab Fndmtl US Small Company
+$940.0K
66,100
+48%
增持
JPM
JPMorgan Chase & Co
+$936.0K
37,359
+30%
建仓
TMUS
T-Mobile US Inc
+$886.0K
8,512
建仓
—
AstraZeneca Plc
+$837.0K
15,835
增持
SCHG
Schwab US Large Growth
+$836.0K
29,501
+9%
建仓
MCD
McDonalds Corp
+$827.0K
4,488
增持
—
GlaxoSmithKline PLC
+$816.0K
27,245
+249%
增持
AMZN
Amazon.com Inc
+$814.0K
643
+31%
建仓
HPE
Hewlett Packard Enterprise Co
+$795.0K
81,734
减持
ECL
Ecolab Inc
+$757.0K
17,667
-0%
增持
TOTL
SPDR DoubleLine Total Return Tact
+$740.0K
21,132
+230%
增持
SCHV
Schwab US Large Value
+$737.0K
73,273
+11%
增持
VEEV
Veeva Systems Inc A
+$734.0K
9,402
+0%
增持
T
AT&T Inc
+$732.0K
52,416
+79%
增持
EPD
Enterprise Products Ptnrs LP
+$685.0K
125,560
+12%
建仓
CE
Celanese Corp
+$648.0K
7,514
建仓
CSCO
Cisco Systems Inc
+$636.0K
13,637
增持
GILD
Gilead Sciences Inc
+$628.0K
135,515
+3%
建仓
CVS
CVS Health Corp
+$608.0K
9,372
建仓
MET
MetLife Inc
+$607.0K
16,643
建仓
—
TCF Fin'l Corp
+$607.0K
20,640
减持
EOG
EOG Resources Inc
+$604.0K
41,419
-0%
建仓
BKR
Baker Hughes Co A
+$588.0K
38,247
增持
FNDF
Schwab Fndmtl Int'l Large Company
+$569.0K
36,059
+164%
增持
CAT
Caterpillar Inc
+$560.0K
31,305
+7%
增持
ITW
Illinois Tool Works Inc
+$546.0K
16,444
+0%
减持
ABT
Abbott Laboratories
+$546.0K
44,123
-0%
建仓
LLY
Eli Lilly & Co
+$542.0K
3,302
建仓
SLB
Schlumberger Ltd
+$518.0K
28,205
建仓
—
Medtronic Inc
+$513.0K
5,604
增持
DOCU
DocuSign Inc
+$505.0K
6,315
+0%
建仓
EBAY
eBay Inc
+$500.0K
9,550
增持
ET
Energy Transfer LP
+$498.0K
107,457
+85%
建仓
BDX
Becton Dickinson & Co
+$497.0K
2,080
增持
FNDE
Schwab Fndmtl Emerg Mkts Large Co
+$486.0K
32,734
+140%
增持
ABBV
AbbVie Inc
+$481.0K
7,304
+136%
建仓
SGOL
Aberdeen Standard Gold
+$473.0K
27,597
减持
—
GMS Inc
+$472.0K
55,395
-2%
增持
PG
Procter & Gamble Co/The
+$468.0K
42,402
+1%
增持
—
Exxon Mobil Corp
+$466.0K
56,219
+4%
建仓
PYPL
PayPal Holdings Inc
+$454.0K
2,609
增持
OXY
Occidental Petroleum Corp
+$439.0K
39,905
+58%
建仓
—
Unilever NV
+$427.0K
8,017
清仓
PLD
Prologis Inc
-$425.0K
0
-100%
建仓
VGSH
Vanguard Short-Term Treasury
+$419.0K
6,746
增持
PFE
Pfizer Inc
+$405.0K
82,550
+17%
增持
JNJ
Johnson & Johnson
+$399.0K
40,575
+0%
建仓
RTX
Raytheon Technologies Corp
+$399.0K
6,476
建仓
TGT
Target Corp
+$393.0K
3,282
减持
—
Linde Plc
+$387.0K
10,000
-0%
增持
FNDX
Schwab Fndmtl US Large Company
+$382.0K
20,128
+75%
建仓
SCHX
Schwab US Large Core
+$377.0K
5,091
增持
UPS
United Parcel Service Inc
+$360.0K
20,054
+0%
建仓
ITOT
iShares Core S&P Total US Stock Mkt
+$354.0K
5,100
建仓
GLW
Corning Inc
+$354.0K
13,673
建仓
TRV
Travelers Cos Inc/The
+$348.0K
3,054
建仓
KMI
Kinder Morgan Inc P
+$332.0K
21,887
建仓
RAFE
PIMCO RAFI ESG US
+$328.0K
15,365
建仓
WMB
Williams Cos Inc/The
+$324.0K
17,082
清仓
—
Revance Therapeutics Inc
-$321.0K
0
-100%
建仓
CARR
Carrier Global Corp
+$316.0K
14,255
增持
IVV
iShares Core S&P 500
+$313.0K
2,157
+57%
建仓
—
Magellan Midstream Ptnrs
+$301.0K
6,977
减持
IWD
iShares Russell 1000 Value
-$299.0K
10,850
-29%
增持
TXN
Texas Instruments Inc
+$293.0K
9,254
+5%
建仓
SNPS
Synopsys Inc
+$292.0K
1,500
建仓
—
Concho Resources Inc
+$288.0K
5,600
建仓
META
Meta Platforms
+$279.0K
1,233
建仓
—
APA Corp
+$267.0K
19,800
减持
DXCM
DexCom Inc
+$266.0K
2,000
-1%
建仓
—
Juniper Networks Inc
+$264.0K
11,586
建仓
MBB
iShares MBS
+$264.0K
2,392
清仓
EQR
Equity Residential
-$258.0K
0
-100%
建仓
MELI
MercadoLibre Inc
+$248.0K
252
建仓
—
Maxim Integrated Products Inc
+$242.0K
4,000
增持
—
General Electric Co
+$242.0K
59,712
+187%
清仓
ARE
Alexandria Real Estate Equities Inc
-$238.0K
0
-100%
增持
SCHF
Schwab International Equity
+$236.0K
19,783
+45%
建仓
ADBE
Adobe Inc
+$232.0K
534
建仓
PAGP
Plains GP Holdings LP A
+$227.0K
25,614
建仓
SPTL
SPDR Portfolio Long Term Treasury
+$222.0K
4,734
建仓
QCOM
Qualcomm Inc
+$218.0K
2,391
建仓
PM
Philip Morris International In
+$211.0K
3,023
建仓
MUB
iShares S&P Nat'l AMT-Free Muni
+$210.0K
1,823
减持
GWRE
Guidewire Software Inc
+$196.0K
6,280
-1%
增持
APD
Air Products & Chemicals Inc
+$194.0K
4,184
+2%
建仓
—
Aegon NV Adr
+$184.0K
62,728
建仓
—
Equitrans Midstream Corp
+$177.0K
21,321
建仓
GAP
Gap Inc/The
+$172.0K
13,696
增持
ENB
Enbridge Inc
+$172.0K
37,837
+12%
增持
MTDR
Matador Resources Co
+$171.0K
26,822
+17%
减持
IWF
iShares Russell 1000 Growth
+$164.0K
11,093
-15%
建仓
MAT
Mattel Inc
+$161.0K
16,660
清仓
—
Carnival Corp
-$161.0K
0
-100%
建仓
CVE
Cenovus Energy Inc
+$157.0K
33,739
增持
V
Visa Inc A
+$150.0K
4,119
+3%
建仓
NWSA
News Corp A
+$134.0K
11,341
增持
PEP
PepsiCo Inc
+$134.0K
9,002
+2%
建仓
AROC
Archrock Inc
+$121.0K
18,788
建仓
—
Viper Energy Partners LP
+$105.0K
10,152
增持
QQQ
Invesco QQQ Trust
+$102.0K
1,770
+0%
减持
NFLX
Netflix Inc
-$91.0K
771
-34%
减持
SPY
SPDR S&P 500
+$90.0K
12,203
-14%
建仓
—
Micro Focus Int'l PLC ADR
+$82.0K
14,989
增持
DIA
SPDR Dow Jones Industrial Aver
+$74.0K
1,880
+0%
增持
LMT
Lockheed Martin Corp
+$72.0K
1,842
+4%
清仓
AQST
Aquestive Therapeutics Inc
-$70.0K
0
-100%
减持
CPRT
Copart Inc
+$70.0K
5,000
-1%
增持
VZ
Verizon Communications Inc
+$68.0K
7,766
+16%
减持
CRM
Salesforce.com Inc
+$66.0K
1,630
-2%
减持
VTI
Vanguard Total Stk Mkt
+$62.0K
3,386
-7%
减持
EFA
iShares MSCI EAFE
-$57.0K
4,203
-28%
