小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 26
增持 85
减持 28
清仓 11
方向
标的
Δ市值
现股数(环比)
增持
LII
Lennox International Inc
+$32.0M
199,664
+79%
增持
AAPL
Apple Inc
+$9.3M
202,008
+7%
增持
MSFT
Microsoft Corp
+$4.9M
82,433
+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。
减持
AMZN
Amazon.com Inc
-$4.8M
733
-67%
增持
FAST
Fastenal Co
+$2.6M
195,572
+2%
增持
BRK/B
Berkshire Hathaway Inc. Class B
+$2.5M
92,786
+0%
减持
—
DuPont de Nemours Inc
-$2.4M
265,496
-24%
建仓
—
Mandiant Inc
+$2.2M
125,000
增持
ZTS
Zoetis Inc
+$1.9M
32,294
+5%
增持
HD
The Home Depot Inc
+$1.7M
14,951
+8%
增持
PFE
Pfizer Inc
+$1.6M
84,190
+7%
建仓
VUSB
Vanguard Ultra-Short Bond
+$1.6M
31,074
增持
FISV
Fiserv Inc
+$1.5M
22,505
+200%
增持
UNP
Union Pacific Corp
+$1.5M
20,107
+11%
减持
BA
Boeing Co
-$1.2M
24,111
-13%
增持
SPY
SPDR S&P 500
+$1.2M
12,118
+14%
增持
DHR
Danaher Corp
+$1.2M
35,895
+3%
建仓
KMB
Kimberly-Clark Corp
+$1.1M
7,474
增持
NVDA
NVIDIA Corp
+$1.0M
4,771
+172%
增持
COST
Costco Wholesale Corp
+$927.0K
5,513
+12%
减持
MCD
McDonalds Corp
-$924.0K
1,237
-76%
增持
SBUX
Starbucks Corp
+$873.0K
97,676
+2%
增持
UNH
UnitedHealth Group Inc
+$839.0K
7,426
+0%
增持
SCHV
Schwab US Large Value
+$793.0K
116,007
+2%
减持
TSLA
Tesla Motors Inc
-$793.0K
1,034
-57%
增持
VRSK
Verisk Analytics Inc
+$787.0K
17,100
+10%
建仓
—
Kayne Anderson MidstreamEnergy
+$763.0K
106,128
减持
T
AT&T Inc
-$741.0K
19,537
-57%
增持
GILD
Gilead Sciences Inc
+$697.0K
60,146
+14%
增持
ECL
Ecolab Inc
+$697.0K
9,734
+28%
增持
ICE
IntercontinentalExchange Inc
+$673.0K
17,655
+16%
减持
ABT
Abbott Laboratories
+$671.0K
32,597
-2%
减持
—
GMS Inc
+$666.0K
45,600
-4%
减持
COF
Capital One Fin'l Corp
-$648.0K
24,097
-6%
清仓
RMT
Royce Micro Cap Trust
-$642.0K
0
-100%
增持
VT
Vanguard Total Wrld Stk Idx
+$631.0K
29,698
+18%
增持
SCHG
Schwab US Large Growth
+$631.0K
40,142
+0%
清仓
EBAY
eBay Inc
-$606.0K
0
-100%
增持
FNDF
Schwab Fndmtl Int'l Large Company
+$604.0K
115,488
+20%
增持
MKC
McCormick & Co Inc Non-Voting
+$603.0K
23,106
+15%
增持
SNY
Sanofi
+$586.0K
40,097
+36%
增持
JNJ
Johnson & Johnson
+$585.0K
39,800
+3%
清仓
ITUB
Itau Unibanco Holding SA
-$560.0K
0
-100%
增持
—
Linde Plc
+$541.0K
10,064
+0%
增持
SCHW
Charles Schwab Corp/The
+$539.0K
45,382
+1%
建仓
VOT
Vangaurd Mid Cap Growth
+$530.0K
2,082
增持
CSCO
Cisco Systems Inc
+$530.0K
19,847
+49%
增持
WFC
Wells Fargo & Co
+$520.0K
61,535
+17%
清仓
BDX
Becton Dickinson & Co
-$500.0K
0
-100%
清仓
GLW
Corning Inc
-$498.0K
0
-100%
增持
CL
Colgate-Palmolive Co
+$494.0K
41,167
+3%
清仓
—
Annaly Capital Mgmt Inc
-$463.0K
0
-100%
清仓
BGS
B&G Foods Inc
-$458.0K
0
-100%
减持
VZ
Verizon Communications Inc
-$434.0K
7,010
-53%
增持
FDX
FedEx Corp
+$420.0K
10,108
+1%
建仓
—
Trane Technologies Plc A
+$416.0K
2,063
增持
BAC
Bank of America Corp
+$402.0K
92,271
+6%
增持
UPS
United Parcel Service Inc
+$381.0K
11,328
+1%
增持
PG
Procter & Gamble Co/The
+$380.0K
15,932
+0%
建仓
CPRT
Copart Inc
+$380.0K
2,511
建仓
LMBS
First Trust Low Duration Oppoty
+$374.0K
7,500
增持
DIS
The Walt Disney Co
-$369.0K
26,690
+0%
增持
MET
MetLife Inc
+$362.0K
21,643
+35%
建仓
WDAY
Workday Inc A
+$362.0K
1,327
增持
FNDA
Schwab Fndmtl US Small Company
+$357.0K
101,722
+1%
增持
CVX
Chevron Corp
+$354.0K
21,657
+0%
清仓
DELL
Dell Technologies Inc C
-$344.0K
0
-100%
增持
ADBE
Adobe Inc
+$344.0K
1,188
+107%
建仓
ULST
SPDR SSgA Ultra Short Term Bond
+$332.0K
8,250
增持
SLB
Schlumberger Ltd
+$332.0K
38,981
+38%
增持
CHTR
Charter Communications Inc A
-$328.0K
4,339
+0%
增持
VUG
Vanguard Growth
+$320.0K
4,111
+19%
增持
WMB
Williams Cos Inc/The
+$316.0K
48,336
+33%
建仓
VBR
Vanguard Small Cap Value
+$315.0K
1,765
增持
DOW
Dow Inc
-$312.0K
378,046
+0%
减持
CUBE
CubeSmart
+$310.0K
53,147
-5%
增持
CMCSA
Comcast Corp A
-$308.0K
60,836
+1%
增持
JPM
JPMorgan Chase & Co
+$307.0K
17,703
+16%
建仓
MDB
MongoDB Inc A
+$304.0K
575
建仓
CTAS
Cintas Corp
+$304.0K
686
建仓
AME
Ametek Inc
+$303.0K
2,061
增持
FNDX
Schwab Fndmtl US Large Company
+$283.0K
45,847
+3%
增持
NVS
Novartis AG
+$277.0K
17,790
+14%
增持
FNDE
Schwab Fndmtl Emerg Mkts Large Co
+$266.0K
51,425
+25%
建仓
NKE
Nike Inc B
+$265.0K
1,591
减持
IWF
iShares Russell 1000 Growth
+$263.0K
9,475
-1%
建仓
AFL
Aflac Inc
+$263.0K
4,510
建仓
VBK
Vanguard Small Cap Grwth
+$253.0K
899
减持
ABBV
AbbVie Inc
-$252.0K
6,445
-38%
清仓
BTX
BlackRock Innovation & Growth Trust
-$252.0K
0
-100%
建仓
O
Realty Income Corp
+$251.0K
3,514
建仓
HAL
Halliburton Co
+$251.0K
11,000
建仓
AMAT
Applied Materials Inc
+$245.0K
1,557
增持
QCOM
Qualcomm Inc
+$241.0K
3,777
+8%
建仓
SYK
Stryker Corp
+$240.0K
900
增持
AMD
Advanced Micro Devices Inc
+$234.0K
5,517
+2%
建仓
LOW
Lowes Cos Inc
+$233.0K
902
清仓
OTIS
Otis Worldwide Corp
-$233.0K
0
-100%
清仓
PXH
Invesco FTSE RAFI Emerg Mkts
-$224.0K
0
-100%
增持
CVS
CVS Health Corp
+$219.0K
11,965
+0%
建仓
VTV
Vanguard Value
+$218.0K
1,483
建仓
DOCU
DocuSign Inc
+$215.0K
1,416
建仓
MO
Altria Group Inc
+$212.0K
4,477
增持
PEP
PepsiCo Inc
+$206.0K
8,516
+1%
建仓
TREX
Trex Co Inc
+$203.0K
1,504
增持
F
Ford Motor Co
+$202.0K
20,251
+31%
增持
SCHX
Schwab US Large Core
+$188.0K
15,308
+2%
增持
PYPL
PayPal Holdings Inc
-$185.0K
3,037
+4%
增持
LLY
Eli Lilly & Co
+$183.0K
3,706
+2%
增持
EOG
EOG Resources Inc
+$181.0K
20,659
+0%
减持
EXP
Eagle Materials Inc
-$179.0K
5,000
-35%
减持
APD
Air Products & Chemicals Inc
+$165.0K
3,642
-1%
减持
CAT
Caterpillar Inc
-$164.0K
8,344
-15%
增持
EPD
Enterprise Products Ptnrs LP
+$163.0K
220,257
+2%
增持
MA
Mastercard Inc A
+$158.0K
12,852
+0%
增持
SPDW
SPDR Portfolio Developed Wld ex-US
+$158.0K
211,236
+1%
减持
TMUS
T-Mobile US Inc
-$150.0K
8,539
-4%
增持
KLAC
KLA-Tencor Corp
+$149.0K
1,437
+2%
减持
FTV
Fortive Corp
+$148.0K
26,150
-0%
减持
—
AstraZeneca Plc
-$148.0K
13,195
-14%
增持
ET
Energy Transfer LP
-$148.0K
123,019
+2%
减持
—
Medtronic Inc
-$140.0K
5,590
-3%
增持
COP
ConocoPhillips
+$136.0K
28,316
+1%
增持
—
GlaxoSmithKline PLC
+$134.0K
22,778
+0%
增持
TQQQ
ProShares UltraPro QQQ
+$120.0K
2,337
+8%
增持
OKE
Oneok Inc
+$115.0K
13,998
+15%
增持
TFC
Truist Fin'l Corp
+$111.0K
27,150
+8%
增持
RAFE
PIMCO RAFI ESG US
+$111.0K
37,194
+1%
减持
HPE
Hewlett Packard Enterprise Co
+$100.0K
81,942
-2%
减持
KMI
Kinder Morgan Inc P
-$99.0K
42,858
-8%
减持
MELI
MercadoLibre Inc
-$98.0K
262
-3%
增持
—
Juniper Networks Inc
+$96.0K
11,599
+0%
增持
QQQ
Invesco QQQ Trust
+$88.0K
2,182
+0%
增持
FNDC
Schwab Fndmtl Int'l Small Company
-$88.0K
73,008
+0%
增持
BMY
Bristol-Myers Squibb Co
+$79.0K
24,406
+0%
减持
TOTL
SPDR DoubleLine Total Return Tact
-$79.0K
66,837
-0%
增持
PSX
Phillips 66
+$70.0K
7,483
+11%
增持
ADP
Automatic Data Processing Inc
+$70.0K
1,265
+5%
减持
WMT
Walmart Inc
-$67.0K
11,514
-7%
增持
—
Pioneer Natural Resources Co
+$67.0K
2,675
+6%
减持
SPTL
SPDR Portfolio Long Term Treasury
-$64.0K
5,746
-23%
增持
LUV
Southwest Airlines Co
-$61.0K
10,223
+5%
减持
IWD
iShares Russell 1000 Value
+$58.0K
9,074
-3%
增持
CLW
Clearwater Paper Corp
-$53.0K
32,603
+0%
减持
—
Exxon Mobil Corp
+$53.0K
34,522
-1%
增持
ENB
Enbridge Inc
+$53.0K
41,206
+5%
增持
DIA
SPDR Dow Jones Industrial Aver
+$52.0K
1,975
+0%
增持
META
Meta Platforms
+$47.0K
1,718
+10%
增持
GLD
SPDR Gold Shares
+$45.0K
1,770
+13%
增持
MRK
Merck & Co Inc
+$45.0K
19,998
+1%
