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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
20Q4 调仓
2020-09-30 → 2020-12-31 · 共 150 项
建仓 23
增持 44
减持 69
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
—
DuPont de Nemours Inc
+$4.5M
290,137
-0%
增持
FNDF
Schwab Fndmtl Int'l Large Company
+$3.4M
149,523
+269%
减持
CTVA
Corteva Inc
+$2.6M
284,425
-2%
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。
增持
BRK/B
Berkshire Hathaway Inc. Class B
+$2.6M
84,812
+6%
减持
DOW
Dow Inc
+$2.4M
290,639
-0%
减持
SBUX
Starbucks Corp
+$2.0M
95,759
-1%
建仓
COST
Costco Wholesale Corp
+$1.9M
4,955
增持
FAST
Fastenal Co
+$1.7M
191,822
+13%
减持
DIS
The Walt Disney Co
+$1.5M
27,000
-0%
增持
SPDW
SPDR Portfolio Developed Wld ex-US
+$1.4M
188,171
+12%
增持
FNDA
Schwab Fndmtl US Small Company
+$1.3M
90,247
+16%
减持
AAPL
Apple Inc
+$1.3M
145,149
-6%
增持
SCHV
Schwab US Large Value
+$1.3M
95,922
+12%
建仓
MLM
Martin Marietta Materials Inc
+$1.2M
4,309
增持
SCHG
Schwab US Large Growth
+$841.0K
36,022
+10%
建仓
EXP
Eagle Materials Inc
+$781.0K
7,714
减持
COF
Capital One Fin'l Corp
+$672.0K
25,581
-1%
建仓
ITUB
Itau Unibanco Holding SA
+$647.0K
106,336
增持
JPM
JPMorgan Chase & Co
+$619.0K
13,607
+18%
减持
SCHW
Charles Schwab Corp/The
+$569.0K
45,000
-10%
增持
WFC
Wells Fargo & Co
+$568.0K
52,892
+21%
清仓
—
Concho Resources Inc
-$538.0K
0
-100%
减持
GS
Goldman Sachs Group Inc
+$533.0K
8,765
-1%
减持
BAC
Bank of America Corp
+$514.0K
86,532
-1%
清仓
—
Unilever NV
-$509.0K
0
-100%
减持
AMZN
Amazon.com Inc
-$502.0K
568
-24%
建仓
IAU
iShares Gold Trust
+$502.0K
27,699
增持
FNDC
Schwab Fndmtl Int'l Small Company
+$498.0K
53,896
+17%
清仓
—
TCF Fin'l Corp
-$482.0K
0
-100%
减持
MSFT
Microsoft Corp
+$454.0K
76,394
-3%
减持
GILD
Gilead Sciences Inc
-$449.0K
52,517
-5%
增持
IWF
iShares Russell 1000 Growth
+$447.0K
11,226
+8%
减持
LMT
Lockheed Martin Corp
-$411.0K
802
-56%
建仓
CRCT
Abdiel Qualified Onshore Partners LP
+$397.0K
397,473
减持
SPY
SPDR S&P 500
+$392.0K
11,275
-1%
建仓
PSX
Phillips 66
+$382.0K
5,472
清仓
—
General Electric Co
-$369.0K
0
-100%
减持
OXY
Occidental Petroleum Corp
+$357.0K
49,040
-0%
减持
CMCSA
Comcast Corp A
+$356.0K
60,135
-0%
清仓
INTC
Intel Corp
-$355.0K
0
-100%
建仓
VNT
Vontier Corp
+$349.0K
10,460
建仓
MPC
Marathon Petroleum Corp
+$346.0K
8,381
减持
CL
Colgate-Palmolive Co
+$331.0K
40,539
-0%
增持
IWD
iShares Russell 1000 Value
+$324.0K
10,502
+12%
增持
LNC
Lincoln National Corp
+$305.0K
16,053
+0%
减持
PFE
Pfizer Inc
-$296.0K
76,694
-10%
减持
MRK
Merck & Co Inc
-$296.0K
18,756
-15%
清仓
VNQ
Vanguard REIT
-$282.0K
0
-100%
建仓
TSLA
Tesla Motors Inc
+$281.0K
399
建仓
VLO
Valero Energy Corp
+$279.0K
4,943
减持
EMR
Emerson Electric Co
+$274.0K
20,022
-2%
清仓
—
Maxim Integrated Products Inc
-$270.0K
0
-100%
减持
SCHZ
Schwab US Aggregate Bond
-$265.0K
64,643
-7%
建仓
TLT
iShares Barclays 20 Year Trea
+$265.0K
1,686
清仓
—
Verastem Inc 5 percent 11-2048
-$264.0K
0
-100%
增持
EPD
Enterprise Products Ptnrs LP
+$263.0K
55,879
+6%
增持
BMRN
BioMarin Pharmaceutical Inc
+$263.0K
5,500
+91%
清仓
LEN
Lennar Corp
-$256.0K
0
-100%
建仓
IWM
iShares Russell 2000
+$254.0K
1,297
减持
SCHF
Schwab International Equity
-$253.0K
11,341
-46%
增持
ABBV
AbbVie Inc
+$252.0K
8,453
+13%
减持
—
Linde Plc
+$249.0K
10,056
-0%
减持
T
AT&T Inc
-$244.0K
44,531
-17%
清仓
OTIS
Otis Worldwide Corp
-$242.0K
0
-100%
清仓
PM
Philip Morris International In
-$234.0K
0
-100%
建仓
YUM
Yum! Brands Inc
+$234.0K
2,160
减持
ICE
IntercontinentalExchange Inc
+$230.0K
15,135
-0%
减持
QCOM
Qualcomm Inc
-$227.0K
2,488
-52%
减持
AXP
American Express Co
+$226.0K
11,000
-0%
增持
CVE
Cenovus Energy Inc
+$221.0K
67,333
+41%
建仓
BCE
BCE Inc
+$220.0K
5,156
建仓
TRGP
Targa Resources Corp
+$216.0K
8,200
建仓
XBI
Spdr S&P Biotech
+$215.0K
1,530
增持
UNP
Union Pacific Corp
+$208.0K
18,180
+0%
建仓
GLD
SPDR Gold Shares
+$208.0K
1,170
建仓
USRT
iShares Core US REIT
+$205.0K
4,237
建仓
NVDA
NVIDIA Corp
+$203.0K
390
减持
HPE
Hewlett Packard Enterprise Co
+$203.0K
81,943
-0%
增持
—
Viper Energy Partners LP
+$202.0K
27,257
+79%
增持
QQQ
Invesco QQQ Trust
+$201.0K
2,283
+23%
建仓
IWB
iShares Russell 1000
+$200.0K
948
建仓
—
Howard Hughes Corp/The
+$200.0K
2,544
减持
TFC
Truist Fin'l Corp
+$197.0K
24,344
-4%
减持
—
GlaxoSmithKline PLC
-$188.0K
23,200
-16%
减持
—
Exxon Mobil Corp
-$186.0K
43,377
-25%
减持
CVX
Chevron Corp
+$183.0K
16,237
-2%
增持
RTX
Raytheon Technologies Corp
+$181.0K
9,771
+9%
增持
—
Magellan Midstream Ptnrs
+$178.0K
11,715
+26%
减持
TMUS
T-Mobile US Inc
+$178.0K
8,925
-0%
减持
WMT
Walmart Inc
-$174.0K
10,791
-13%
清仓
—
APA Corp
-$168.0K
0
-100%
清仓
MAT
Mattel Inc
-$168.0K
0
-100%
减持
DHR
Danaher Corp
+$168.0K
34,872
-1%
增持
PAGP
Plains GP Holdings LP A
+$166.0K
45,660
+26%
减持
MET
MetLife Inc
-$162.0K
16,108
-35%
减持
TXN
Texas Instruments Inc
+$158.0K
8,954
-3%
建仓
WES
Western Midstream Ptnrs LP
+$158.0K
11,500
减持
FTV
Fortive Corp
-$153.0K
26,150
-1%
增持
ET
Energy Transfer LP
+$151.0K
99,518
+16%
减持
APD
Air Products & Chemicals Inc
-$144.0K
4,196
-3%
减持
LII
Lennox International Inc
+$144.0K
115,057
-0%
减持
CAT
Caterpillar Inc
+$143.0K
4,642
-1%
减持
VWO
Vanguard FTSE Emerging Markets
-$135.0K
6,105
-40%
增持
ENB
Enbridge Inc
+$129.0K
27,795
+7%
减持
PHYS
Sprott Physical Gold Trust
-$123.0K
33,739
-20%
增持
PBA
Pembina Pipeline Corp
+$119.0K
15,626
+32%
增持
KMI
Kinder Morgan Inc P
+$116.0K
37,142
+17%
减持
META
Meta Platforms
-$109.0K
1,349
-26%
减持
UNH
UnitedHealth Group Inc
+$108.0K
7,288
-7%
增持
PYPL
PayPal Holdings Inc
+$108.0K
2,888
+0%
减持
HON
Honeywell International Inc
+$106.0K
2,516
-4%
减持
ITW
Illinois Tool Works Inc
+$105.0K
16,270
-2%
增持
PG
Procter & Gamble Co/The
+$99.0K
11,842
+6%
清仓
—
Blackrock Capital Inv 5 percent 06-2022
-$98.0K
0
-100%
增持
AMD
Advanced Micro Devices Inc
+$96.0K
5,474
+10%
增持
BMY
Bristol-Myers Squibb Co
+$96.0K
20,389
+5%
减持
FNDE
Schwab Fndmtl Emerg Mkts Large Co
+$96.0K
30,590
-6%
减持
EOG
EOG Resources Inc
+$95.0K
19,181
-20%
增持
WMB
Williams Cos Inc/The
+$95.0K
36,824
+12%
增持
HD
The Home Depot Inc
-$92.0K
13,583
+2%
增持
CVS
CVS Health Corp
+$89.0K
8,971
+0%
减持
TRV
Travelers Cos Inc/The
+$82.0K
3,046
-5%
减持
VZ
Verizon Communications Inc
-$81.0K
5,949
-18%
增持
—
Micro Focus Int'l PLC ADR
+$77.0K
30,238
+2%
增持
SNPS
Synopsys Inc
+$69.0K
1,501
+0%
减持
BP
BP Plc
+$69.0K
24,713
-2%
减持
CSCO
Cisco Systems Inc
-$69.0K
12,834
-21%
增持
VEEV
Veeva Systems Inc A
-$66.0K
7,313
+0%
减持
PEP
PepsiCo Inc
+$66.0K
9,148
-2%
减持
TOTL
SPDR DoubleLine Total Return Tact
-$63.0K
25,568
-5%
减持
CUBE
CubeSmart
+$62.0K
62,370
-1%
增持
RAFE
PIMCO RAFI ESG US
+$61.0K
16,314
+2%
减持
TRN
Trinity Industries Inc
+$60.0K
30,736
-20%
减持
EBAY
eBay Inc
-$60.0K
8,700
-9%
减持
SNY
Sanofi
-$60.0K
29,517
-1%
减持
V
Visa Inc A
-$58.0K
4,023
-14%
增持
IWP
iShares Russell Mid-Cap Growth
+$56.0K
3,430
+100%
增持
DIA
SPDR Dow Jones Industrial Aver
+$55.0K
1,895
+0%
减持
VGSH
Vanguard Short-Term Treasury
-$52.0K
7,744
-9%
增持
CRM
Salesforce.com Inc
-$48.0K
1,836
+1%
减持
NFLX
Netflix Inc
-$47.0K
487
-21%
减持
SCHX
Schwab US Large Core
+$45.0K
4,972
-2%
增持
F
Ford Motor Co
+$45.0K
15,287
+13%
减持
MCD
McDonalds Corp
-$45.0K
4,421
-2%
减持
GLW
Corning Inc
+$45.0K
13,673
-1%
减持
CARR
Carrier Global Corp
+$44.0K
14,512
-12%
减持
LLY
Eli Lilly & Co
+$44.0K
3,455
-5%
减持
GAP
Gap Inc/The
+$43.0K
13,665
-0%
增持
EEM
iShares MSCI Emerging Markets
+$38.0K
4,755
+1%
增持
—
Equitrans Midstream Corp
+$35.0K
30,698
+23%
