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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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 15
增持 87
减持 36
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
LII
Lennox International Inc
-$7.6M
111,525
-3%
建仓
BA
Boeing Co
+$6.1M
27,725
建仓
FNDA
Schwab Fndmtl US Small Company
+$5.3M
100,599
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
AMZN
Amazon.com Inc
+$5.2M
2,199
+278%
增持
AAPL
Apple Inc
+$4.4M
188,106
+16%
建仓
VT
Vanguard Total Wrld Stk Idx
+$2.6M
25,135
增持
—
DuPont de Nemours Inc
-$2.1M
350,145
+5%
增持
HBAN
Huntington Bancshares Inc
+$2.1M
240,266
+113%
增持
EPD
Enterprise Products Ptnrs LP
+$1.7M
215,972
+77%
增持
TSLA
Tesla Motors Inc
+$1.6M
2,432
+437%
增持
MSFT
Microsoft Corp
+$1.4M
81,054
+2%
减持
DHR
Danaher Corp
+$1.3M
34,868
-0%
建仓
WYNN
Wynn Resorts Ltd
+$1.2M
14,009
增持
DOW
Dow Inc
-$1.1M
377,944
+5%
增持
FNDX
Schwab Fndmtl US Large Company
+$983.0K
44,563
+72%
清仓
—
General Electric Co
-$793.0K
0
-100%
清仓
—
Kayne Anderson MidstreamEnergy
-$774.0K
0
-100%
增持
SCHX
Schwab US Large Core
+$713.0K
14,938
+85%
建仓
OKE
Oneok Inc
+$707.0K
12,198
增持
HDV
iShares High Dvdnd Eqty
+$698.0K
15,905
+92%
建仓
VEA
Vanguard FTSE Developed Markets
+$661.0K
13,100
减持
T
AT&T Inc
-$607.0K
45,233
-29%
建仓
ADI
Analog Devices Inc
+$505.0K
3,020
增持
TOTL
SPDR DoubleLine Total Return Tact
+$493.0K
67,123
+18%
增持
VTI
Vanguard Total Stk Mkt
+$478.0K
5,888
+58%
建仓
KLAC
KLA-Tencor Corp
+$469.0K
1,405
减持
UNP
Union Pacific Corp
-$440.0K
18,164
-0%
增持
SCHF
Schwab International Equity
+$426.0K
27,429
+70%
清仓
—
Maxim Integrated Products Inc
-$421.0K
0
-100%
增持
ENB
Enbridge Inc
+$412.0K
39,138
+37%
增持
PFE
Pfizer Inc
+$398.0K
78,661
+3%
减持
—
GMS Inc
-$388.0K
47,390
-7%
增持
JPM
JPMorgan Chase & Co
+$364.0K
15,248
+11%
清仓
—
Verastem Inc 5.00 per cent 11-2048
-$342.0K
0
-100%
增持
ZTS
Zoetis Inc
+$315.0K
30,619
+1%
建仓
—
Atlassian Corp Plc A
+$306.0K
784
建仓
INTC
Intel Corp
+$296.0K
5,558
增持
PG
Procter & Gamble Co/The
+$285.0K
15,929
+11%
增持
—
Tilray Inc
-$271.0K
40,255
+0%
建仓
GSBD
Goldman Sachs BDC Inc
+$271.0K
14,790
建仓
DOL
WisdomTree International Large Cap Dividend
+$269.0K
5,660
增持
TXN
Texas Instruments Inc
+$267.0K
10,276
+16%
增持
RMT
Royce Micro Cap Trust
+$267.0K
56,300
+86%
增持
ABBV
AbbVie Inc
+$264.0K
10,422
+36%
增持
MCD
McDonalds Corp
+$262.0K
5,209
+21%
增持
FNDF
Schwab Fndmtl Int'l Large Company
+$257.0K
95,954
+10%
增持
SCHZ
Schwab US Aggregate Bond
+$248.0K
60,317
+9%
清仓
USB
US Bancorp
-$247.0K
0
-100%
减持
KO
Coca-Cola Co
-$243.0K
6,607
-39%
建仓
ADP
Automatic Data Processing Inc
+$241.0K
1,208
增持
HD
The Home Depot Inc
+$240.0K
13,827
+3%
减持
COST
Costco Wholesale Corp
+$238.0K
4,902
-1%
清仓
CFG
Citizens Financial Group
-$229.0K
0
-100%
增持
FNDC
Schwab Fndmtl Int'l Small Company
+$229.0K
72,777
+10%
清仓
XIFR
NextEra Energy Partners LP
-$227.0K
0
-100%
增持
CRM
Salesforce.com Inc
+$225.0K
2,282
+42%
建仓
PXH
Invesco FTSE RAFI Emerg Mkts
+$224.0K
10,069
增持
MA
Mastercard Inc A
-$220.0K
12,829
+0%
清仓
AMAT
Applied Materials Inc
-$216.0K
0
-100%
增持
BRK/B
Berkshire Hathaway Inc. Class B
+$214.0K
92,641
+3%
增持
SCHE
Schwab Emerging Markets
+$213.0K
17,347
+81%
清仓
XBI
Spdr S&P Biotech
-$207.0K
0
-100%
清仓
—
Atlantica Yield PLC
-$201.0K
0
-100%
清仓
—
Amcor PLC
-$198.0K
0
-100%
增持
AMGN
Amgen Inc
+$198.0K
2,189
+99%
增持
COP
ConocoPhillips
+$196.0K
28,152
+0%
减持
SPY
SPDR S&P 500
-$194.0K
10,596
-4%
增持
LMT
Lockheed Martin Corp
+$194.0K
1,449
+79%
增持
PEP
PepsiCo Inc
+$192.0K
8,467
+16%
增持
VMBS
Vanguard Mortgage-Backed Secs
+$192.0K
22,056
+20%
减持
COF
Capital One Fin'l Corp
+$185.0K
25,585
-0%
减持
TMUS
T-Mobile US Inc
-$178.0K
8,925
-2%
增持
BAC
Bank of America Corp
+$168.0K
87,242
+2%
增持
CAT
Caterpillar Inc
-$165.0K
9,842
+4%
增持
TRV
Travelers Cos Inc/The
+$159.0K
4,038
+33%
减持
—
Exxon Mobil Corp
-$156.0K
35,008
-0%
增持
—
Viper Energy Partners LP
+$148.0K
40,423
+3%
增持
WY
Weyerhaeuser Co
+$143.0K
108,396
+1%
增持
SBUX
Starbucks Corp
-$141.0K
95,658
+0%
增持
DIS
The Walt Disney Co
-$140.0K
26,618
+1%
清仓
PAA
Plains All Amern Ppln Lp
-$132.0K
0
-100%
增持
SNY
Sanofi
-$131.0K
29,511
+0%
减持
IWD
iShares Russell 1000 Value
-$128.0K
9,361
-7%
增持
CVE
Cenovus Energy Inc
+$128.0K
85,386
+12%
增持
TFC
Truist Fin'l Corp
+$120.0K
25,202
+3%
建仓
ARLP
Alliance Resource Partners LP
+$108.0K
10,000
增持
SCHG
Schwab US Large Growth
+$107.0K
40,125
+0%
减持
EOG
EOG Resources Inc
-$103.0K
20,615
-2%
增持
ET
Energy Transfer LP
-$103.0K
121,175
+2%
增持
CTVA
Corteva Inc
-$102.0K
356,912
+5%
增持
BMY
Bristol-Myers Squibb Co
+$100.0K
24,374
+21%
减持
PHYS
Sprott Physical Gold Trust
-$99.0K
25,205
-21%
增持
APD
Air Products & Chemicals Inc
-$99.0K
3,682
+2%
减持
IWF
iShares Russell 1000 Growth
-$91.0K
9,608
-4%
增持
QQQ
Invesco QQQ Trust
+$89.0K
2,180
+12%
增持
QCOM
Qualcomm Inc
+$85.0K
3,485
+37%
减持
OXY
Occidental Petroleum Corp
-$85.0K
48,962
-0%
增持
PYPL
PayPal Holdings Inc
-$80.0K
2,910
+1%
增持
MTDR
Matador Resources Co
+$72.0K
8,279
+23%
增持
TRGP
Targa Resources Corp
+$71.0K
10,219
+5%
减持
—
Micro Focus Int'l PLC ADR
-$64.0K
30,124
-0%
增持
PSX
Phillips 66
-$57.0K
6,751
+9%
增持
VZ
Verizon Communications Inc
+$57.0K
14,785
+12%
减持
WFC
Wells Fargo & Co
+$56.0K
52,412
-0%
增持
KMI
Kinder Morgan Inc P
-$55.0K
46,514
+2%
增持
CMCSA
Comcast Corp A
-$55.0K
60,242
+0%
增持
ICE
IntercontinentalExchange Inc
-$55.0K
15,163
+0%
增持
HON
Honeywell International Inc
+$54.0K
2,155
+17%
增持
GILD
Gilead Sciences Inc
+$54.0K
52,542
+0%
减持
IWO
iShares Russell 2000 Growth
-$53.0K
2,387
-1%
减持
MMM
3M Co
-$50.0K
2,167
-0%
增持
AMD
Advanced Micro Devices Inc
+$49.0K
5,435
+0%
减持
CUBE
CubeSmart
-$48.0K
56,030
-6%
增持
UPS
United Parcel Service Inc
-$47.0K
11,245
+12%
减持
V
Visa Inc A
-$47.0K
4,020
-0%
减持
ORCL
Oracle Corp
+$46.0K
5,071
-0%
减持
WMB
Williams Cos Inc/The
-$45.0K
36,336
-2%
增持
NFLX
Netflix Inc
+$44.0K
480
+2%
增持
—
Linde Plc
+$44.0K
10,040
+0%
增持
CVX
Chevron Corp
-$42.0K
21,563
+1%
减持
PANW
Palo Alto Networks Inc
+$41.0K
897
-14%
增持
SPDW
SPDR Portfolio Developed Wld ex-US
-$40.0K
208,446
+1%
减持
VUG
Vanguard Growth
-$39.0K
3,444
-5%
减持
—
GlaxoSmithKline PLC
-$38.0K
22,777
-0%
减持
GLD
SPDR Gold Shares
-$36.0K
1,570
-11%
增持
NVDA
NVIDIA Corp
+$36.0K
1,752
+328%
增持
RAFE
PIMCO RAFI ESG US
+$36.0K
36,820
+4%
减持
USRT
iShares Core US REIT
-$35.0K
6,428
-9%
减持
PRFZ
Invesco FTSE RAFI US 1500 Small-Mid
-$35.0K
1,706
-8%
减持
IWN
iShares Russell 2000 Value
-$31.0K
4,210
-1%
减持
VB
Vanguard Small Cap
-$31.0K
2,003
-4%
增持
EMR
Emerson Electric Co
-$30.0K
20,156
+1%
增持
—
Medtronic Inc
+$29.0K
5,735
+3%
增持
ISRG
Intuitive Surgical Inc
+$28.0K
330
+1%
增持
TGT
Target Corp
+$28.0K
4,534
+9%
增持
VLO
Valero Energy Corp
-$26.0K
7,822
+6%
增持
PBA
Pembina Pipeline Corp
+$26.0K
21,674
+4%
增持
BP
BP Plc
+$23.0K
24,749
+0%
增持
FTV
Fortive Corp
+$23.0K
26,160
+0%
增持
ECL
Ecolab Inc
+$22.0K
7,606
+0%
减持
IWM
iShares Russell 2000
-$20.0K
1,267
-2%
增持
WMT
Walmart Inc
+$18.0K
12,434
+2%
增持
MRK
Merck & Co Inc
+$17.0K
19,806
+5%
减持
LUV
Southwest Airlines Co
-$17.0K
9,698
-0%
减持
SGOL
Aberdeen Standard Gold
-$16.0K
85,240
-0%
增持
LLY
Eli Lilly & Co
+$15.0K
3,638
+1%
增持
NVS
Novartis AG
-$14.0K
15,651
+10%
增持
MPC
Marathon Petroleum Corp
+$14.0K
9,835
+0%
减持
CVS
CVS Health Corp
+$13.0K
11,964
-0%
增持
SHOP
Shopify Inc A
-$13.0K
239
+3%
