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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
20Q3 调仓
2020-06-30 → 2020-09-30 · 共 150 项
建仓 17
增持 64
减持 48
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
MSFT
Microsoft Corp
-$14.4M
78,625
-48%
减持
RMD
ResMed Inc
-$12.2M
32,100
-65%
减持
FAST
Fastenal Co
-$7.4M
169,656
-52%
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
GILD
Gilead Sciences Inc
-$6.9M
55,530
-59%
减持
SBUX
Starbucks Corp
-$6.1M
96,435
-51%
增持
LII
Lennox International Inc
+$4.8M
115,104
+1%
减持
DHR
Danaher Corp
-$4.3M
35,196
-47%
增持
BRK/B
Berkshire Hathaway Inc. Class B
+$3.7M
80,087
+7%
减持
PG
Procter & Gamble Co/The
-$3.5M
11,139
-74%
减持
CAT
Caterpillar Inc
-$3.3M
4,705
-85%
减持
ZTS
Zoetis Inc
-$3.2M
30,221
-50%
减持
VRSK
Verisk Analytics Inc
-$2.7M
15,600
-52%
减持
DIS
The Walt Disney Co
-$2.7M
27,109
-50%
减持
MKC
McCormick & Co Inc Non-Voting
-$2.5M
10,053
-60%
减持
JPM
JPMorgan Chase & Co
-$2.4M
11,534
-69%
减持
HD
The Home Depot Inc
-$2.4M
13,325
-45%
清仓
MDY
SPDR S&P MidCap 400
-$2.3M
0
-100%
减持
ECL
Ecolab Inc
-$2.0M
7,598
-57%
增持
DOW
Dow Inc
+$1.8M
291,058
+0%
减持
UNP
Union Pacific Corp
-$1.8M
18,173
-43%
减持
EPD
Enterprise Products Ptnrs LP
-$1.4M
52,649
-58%
增持
AAPL
Apple Inc
-$1.4M
155,200
+192%
减持
EOG
EOG Resources Inc
-$1.2M
23,964
-42%
减持
PHYS
Sprott Physical Gold Trust
-$1.2M
42,014
-67%
清仓
PCTY
Paylocity Hldg Corp
-$1.2M
0
-100%
减持
MA
Mastercard Inc A
-$1.2M
13,514
-30%
减持
FTV
Fortive Corp
-$1.1M
26,300
-43%
清仓
DOCU
DocuSign Inc
-$1.1M
0
-100%
清仓
EPAM
EPAM Systems Inc
-$1.1M
0
-100%
减持
GS
Goldman Sachs Group Inc
-$942.0K
8,852
-36%
清仓
DXCM
DexCom Inc
-$810.0K
0
-100%
清仓
CSGP
CoStar Group Inc
-$806.0K
0
-100%
增持
SCHG
Schwab US Large Growth
+$789.0K
32,864
+11%
增持
SCHV
Schwab US Large Value
+$785.0K
85,395
+17%
减持
ICE
IntercontinentalExchange Inc
-$776.0K
15,141
-39%
清仓
RGEN
Repligen Corp
-$741.0K
0
-100%
增持
SPDW
SPDR Portfolio Developed Wld ex-US
+$734.0K
168,056
+11%
清仓
GWRE
Guidewire Software Inc
-$696.0K
0
-100%
增持
—
DuPont de Nemours Inc
+$689.0K
290,262
+0%
清仓
MRCY
Mercury Systems Inc
-$629.0K
0
-100%
增持
SGOL
Aberdeen Standard Gold
+$596.0K
58,922
+114%
清仓
DLB
Dolby Laboratories Inc
-$592.0K
0
-100%
增持
CTVA
Corteva Inc
+$590.0K
290,255
+0%
增持
AMZN
Amazon.com Inc
+$579.0K
747
+16%
减持
EMR
Emerson Electric Co
-$545.0K
20,362
-33%
增持
—
Exxon Mobil Corp
-$540.0K
57,520
+2%
清仓
SYK
Stryker Corp
-$540.0K
0
-100%
减持
UPS
United Parcel Service Inc
-$529.0K
10,206
-49%
建仓
LNC
Lincoln National Corp
+$502.0K
16,039
增持
CHTR
Charter Communications Inc A
+$499.0K
4,343
+0%
清仓
FISV
Fiserv Inc
-$488.0K
0
-100%
增持
FNDA
Schwab Fndmtl US Small Company
+$477.0K
77,872
+18%
增持
CMCSA
Comcast Corp A
+$467.0K
60,436
+1%
清仓
EHC
Encompass Health Corp
-$452.0K
0
-100%
增持
SCHZ
Schwab US Aggregate Bond
+$427.0K
69,299
+13%
增持
PFE
Pfizer Inc
+$420.0K
84,986
+3%
清仓
CPRT
Copart Inc
-$416.0K
0
-100%
减持
ENB
Enbridge Inc
-$391.0K
26,045
-31%
增持
QCOM
Qualcomm Inc
+$388.0K
5,152
+115%
清仓
MORN
Morningstar Inc
-$387.0K
0
-100%
增持
FNDC
Schwab Fndmtl Int'l Small Company
+$360.0K
46,051
+25%
建仓
INTC
Intel Corp
+$355.0K
6,865
增持
JNJ
Johnson & Johnson
+$352.0K
40,694
+0%
清仓
JBTM
John Bean Technologies Corp
-$344.0K
0
-100%
增持
ITW
Illinois Tool Works Inc
+$337.0K
16,628
+1%
建仓
VUG
Vanguard Growth
+$328.0K
1,445
建仓
SRLN
SPDR Blackstone GSO Senior Loan
+$323.0K
7,242
增持
WMB
Williams Cos Inc/The
+$319.0K
32,766
+92%
增持
MET
MetLife Inc
+$311.0K
24,720
+49%
增持
WMT
Walmart Inc
+$305.0K
12,361
+4%
减持
ET
Energy Transfer LP
-$301.0K
85,640
-20%
减持
ABT
Abbott Laboratories
-$297.0K
34,341
-22%
减持
CUBE
CubeSmart
+$292.0K
62,952
-2%
减持
CVX
Chevron Corp
-$290.0K
16,500
-0%
建仓
VNQ
Vanguard REIT
+$282.0K
3,583
增持
APD
Air Products & Chemicals Inc
+$280.0K
4,332
+4%
增持
—
Linde Plc
+$279.0K
10,082
+1%
增持
TOTL
SPDR DoubleLine Total Return Tact
+$275.0K
26,830
+27%
建仓
—
Tilray Inc
+$272.0K
56,227
清仓
MBB
iShares MBS
-$264.0K
0
-100%
建仓
LEN
Lennar Corp
+$256.0K
3,135
增持
—
Concho Resources Inc
+$250.0K
12,200
+118%
建仓
PBA
Pembina Pipeline Corp
+$250.0K
11,822
清仓
SHOO
Steven Madden Ltd
-$246.0K
0
-100%
建仓
OTIS
Otis Worldwide Corp
+$242.0K
3,884
增持
COF
Capital One Fin'l Corp
+$240.0K
25,831
+0%
增持
OXY
Occidental Petroleum Corp
-$239.0K
49,064
+23%
清仓
CDXS
Codexis Inc
-$228.0K
0
-100%
减持
WFC
Wells Fargo & Co
-$225.0K
43,729
-11%
建仓
DELL
Dell Technologies Inc C
+$224.0K
3,313
建仓
ISRG
Intuitive Surgical Inc
+$223.0K
315
清仓
SPTL
SPDR Portfolio Long Term Treasury
-$222.0K
0
-100%
建仓
BMRN
BioMarin Pharmaceutical Inc
+$219.0K
2,881
建仓
AMGN
Amgen Inc
+$215.0K
847
建仓
SFNC
Simmons First Nat'l Corp A
+$211.0K
13,316
清仓
MUB
iShares S&P Nat'l AMT-Free Muni
-$210.0K
0
-100%
建仓
EEM
iShares MSCI Emerging Markets
+$207.0K
4,705
建仓
SPYM
SPDR Portfolio Large Cap
+$203.0K
5,179
增持
META
Meta Platforms
+$198.0K
1,822
+48%
增持
MRK
Merck & Co Inc
+$193.0K
22,067
+4%
增持
CARR
Carrier Global Corp
+$187.0K
16,490
+16%
增持
UNH
UnitedHealth Group Inc
+$183.0K
7,850
+2%
增持
CL
Colgate-Palmolive Co
+$168.0K
40,636
+0%
增持
MCD
McDonalds Corp
+$166.0K
4,528
+1%
增持
CRM
Salesforce.com Inc
+$151.0K
1,817
+11%
增持
AMD
Advanced Micro Devices Inc
+$149.0K
4,955
+1%
减持
VEEV
Veeva Systems Inc A
-$148.0K
7,312
-22%
增持
V
Visa Inc A
+$142.0K
4,689
+14%
增持
TMUS
T-Mobile US Inc
+$139.0K
8,967
+5%
增持
FNDF
Schwab Fndmtl Int'l Large Company
+$139.0K
40,508
+12%
增持
BP
BP Plc
-$138.0K
25,106
+1%
减持
TXN
Texas Instruments Inc
+$137.0K
9,185
-1%
减持
IWF
iShares Russell 1000 Growth
+$131.0K
10,423
-6%
增持
SCHW
Charles Schwab Corp/The
+$130.0K
50,159
+0%
增持
TGT
Target Corp
+$125.0K
3,296
+0%
增持
—
Medtronic Inc
+$124.0K
6,137
+10%
增持
RTX
Raytheon Technologies Corp
+$118.0K
8,985
+39%
增持
PYPL
PayPal Holdings Inc
+$114.0K
2,885
+11%
减持
IWD
iShares Russell 1000 Value
-$110.0K
9,407
-13%
增持
VGSH
Vanguard Short-Term Treasury
+$110.0K
8,526
+26%
增持
PEP
PepsiCo Inc
+$100.0K
9,309
+3%
减持
—
APA Corp
-$99.0K
17,800
-10%
增持
ADBE
Adobe Inc
+$94.0K
666
+25%
增持
GLW
Corning Inc
+$93.0K
13,802
+1%
建仓
F
Ford Motor Co
+$89.0K
13,471
减持
CVS
CVS Health Corp
-$85.0K
8,967
-4%
增持
—
Unilever NV
+$82.0K
8,434
+5%
增持
QQQ
Invesco QQQ Trust
+$77.0K
1,854
+5%
增持
SCHF
Schwab International Equity
+$73.0K
21,069
+7%
增持
ITOT
iShares Core S&P Total US Stock Mkt
+$72.0K
5,655
+11%
减持
—
GMS Inc
-$72.0K
53,560
-3%
增持
—
GlaxoSmithKline PLC
-$70.0K
27,660
+2%
增持
IWP
iShares Russell Mid-Cap Growth
+$66.0K
1,715
+18%
减持
IWN
iShares Russell 2000 Value
-$65.0K
3,874
-16%
增持
FNDX
Schwab Fndmtl US Large Company
+$64.0K
20,792
+3%
增持
ABBV
AbbVie Inc
-$64.0K
7,462
+2%
减持
SPY
SPDR S&P 500
+$60.0K
11,415
-6%
减持
GAP
Gap Inc/The
+$60.0K
13,675
-0%
增持
T
AT&T Inc
-$60.0K
53,480
+2%
增持
KMI
Kinder Morgan Inc P
+$59.0K
31,761
+45%
减持
VWO
Vanguard FTSE Emerging Markets
-$52.0K
10,192
-18%
增持
NVS
Novartis AG
+$50.0K
15,025
+4%
减持
VTI
Vanguard Total Stk Mkt
+$46.0K
3,385
-0%
减持
AXP
American Express Co
+$44.0K
11,014
-1%
减持
IWO
iShares Russell 2000 Growth
-$43.0K
2,679
-13%
减持
NFLX
Netflix Inc
-$40.0K
620
-20%
增持
DIA
SPDR Dow Jones Industrial Aver
+$40.0K
1,888
+0%
增持
BAC
Bank of America Corp
+$40.0K
87,539
+0%
减持
—
General Electric Co
-$38.0K
59,337
-1%
减持
HON
Honeywell International Inc
+$34.0K
2,612
-5%
