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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 34
增持 48
减持 21
清仓 47
方向
标的
Δ市值
现股数(环比)
清仓
LII
Lennox International Inc
-$44.5M
0
-100%
增持
TOTL
SSGA ACTIVE ETF TR
+$24.5M
677,697
+948%
清仓
SCHV
Schwab US Large Value
-$6.7M
0
-100%
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。
建仓
GOOG
ALPHABET INC
+$4.8M
54,342
建仓
EEM
ISHARES TR
+$4.6M
122,242
清仓
SCHG
Schwab US Large Growth
-$4.5M
0
-100%
清仓
FNDA
Schwab Fndmtl US Small Company
-$4.1M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$3.6M
93,438
-1%
建仓
GOOGL
ALPHABET INC
+$3.2M
36,740
清仓
FNDX
Schwab Fndmtl US Large Company
-$3.1M
0
-100%
清仓
EPD
Enterprise Products Ptnrs LP
-$2.6M
0
-100%
清仓
PCH
PotlatchDeltic Corp
-$2.6M
0
-100%
清仓
FNDF
Schwab Fndmtl Int'l Large Company
-$2.2M
0
-100%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$2.2M
150,910
+85%
建仓
APO
APOLLO GLOBAL MGMT INC
+$2.2M
34,223
清仓
SCHX
Schwab US Large Core
-$2.2M
0
-100%
清仓
ET
Energy Transfer LP
-$1.9M
0
-100%
建仓
MKL
MARKEL CORP
+$1.7M
1,324
清仓
FNDC
Schwab Fndmtl Int'l Small Company
-$1.7M
0
-100%
减持
BA
BOEING CO
+$1.6M
23,668
-1%
建仓
BX
BLACKSTONE INC
+$1.6M
20,893
清仓
SCHZ
Schwab US Aggregate Bond
-$1.5M
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$1.4M
17,147
清仓
SCHD
Schwab US Dividend Equity
-$1.4M
0
-100%
增持
IWF
ISHARES TR
+$1.3M
16,718
+55%
清仓
SCHF
Schwab International Equity
-$1.2M
0
-100%
清仓
SGOL
Aberdeen Standard Gold
-$1.1M
0
-100%
清仓
VOT
Vangaurd Mid Cap Growth
-$1.1M
0
-100%
建仓
CBRE
CBRE GROUP INC
+$1.1M
14,122
建仓
DEO
DIAGEO PLC
+$1.1M
6,014
建仓
—
MAXAR TECHNOLOGIES INC
+$1.1M
20,500
建仓
—
TE CONNECTIVITY LTD
+$1.0M
9,084
清仓
VMBS
Vanguard Mortgage-Backed Secs
-$1.0M
0
-100%
增持
AAPL
APPLE INC
-$1.0M
134,508
+1%
建仓
BKNG
BOOKING HOLDINGS INC
+$1.0M
500
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$937.4K
2
清仓
VT
Vanguard Total Wrld Stk Idx
-$927.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$837.0K
36,337
+0%
建仓
ACVA
ACV AUCTIONS INC
+$789.8K
96,198
清仓
—
Viper Energy Partners LP
-$781.0K
0
-100%
减持
CVX
CHEVRON CORP NEW
+$745.2K
20,821
-0%
清仓
FNDE
Schwab Fndmtl Emerg Mkts Large Co
-$727.0K
0
-100%
清仓
WES
Western Midstream Ptnrs LP
-$726.0K
0
-100%
清仓
SCHE
Schwab Emerging Markets
-$719.0K
0
-100%
建仓
—
ACCENTURE PLC IRELAND
+$684.2K
2,564
建仓
TRV
TRAVELERS COMPANIES INC
+$679.7K
3,625
增持
GILD
GILEAD SCIENCES INC
+$656.2K
22,087
+10%
增持
PFE
PFIZER INC
+$652.1K
82,613
+1%
增持
SLB
SCHLUMBERGER LTD
+$649.3K
36,818
+0%
清仓
PAGP
Plains GP Holdings LP A
-$649.0K
0
-100%
清仓
LNG
Cheniere Energy Inc
-$635.0K
0
-100%
建仓
SU
SUNCOR ENERGY INC NEW
+$598.3K
18,856
清仓
TSLA
Tesla Motors Inc
-$571.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$563.9K
27,208
+6%
减持
AMZN
AMAZON COM INC
-$562.4K
15,281
-6%
清仓
—
Magellan Midstream Ptnrs
-$553.0K
0
-100%
清仓
VBR
Vanguard Small Cap Value
-$552.0K
0
-100%
清仓
VTI
Vanguard Total Stk Mkt
-$527.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
+$516.9K
14,973
+5%
清仓
VBK
Vanguard Small Cap Grwth
-$488.0K
0
-100%
建仓
AGG
ISHARES TR
+$478.4K
4,932
减持
MRK
MERCK & CO INC
+$465.1K
19,388
-1%
清仓
ACWV
iShares MSCI All Country Wrld Min Vol
-$458.0K
0
-100%
建仓
AVGO
BROADCOM INC
+$457.8K
819
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$453.2K
15,936
+13%
增持
CAT
CATERPILLAR INC
+$446.4K
5,867
+0%
增持
SPY
SPDR S&P 500 ETF TR
+$446.4K
15,823
+1%
增持
FDX
FEDEX CORP
+$438.9K
11,720
+9%
清仓
IAU
iShares Gold Trust
-$428.0K
0
-100%
减持
SPDW
SPDR INDEX SHS FDS
+$424.5K
240,772
-8%
建仓
BUD
ANHEUSER BUSCH INBEV SA/NV
+$420.3K
7,000
减持
IWD
ISHARES TR
-$410.2K
8,571
-32%
建仓
FOXA
FOX CORP
+$404.9K
13,333
增持
IWO
ISHARES TR
+$393.3K
4,136
+73%
增持
CI
CIGNA CORP NEW
+$380.4K
6,170
+3%
增持
CMCSA
COMCAST CORP NEW
+$378.0K
61,709
+2%
建仓
KMX
CARMAX INC
+$357.4K
5,870
建仓
—
UNILEVER PLC
+$352.4K
7,000
建仓
TRP
TC ENERGY CORP
+$350.5K
8,793
清仓
ARLP
Alliance Resource Partners LP
-$347.0K
0
-100%
清仓
VB
Vanguard Small Cap
-$342.0K
0
-100%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$324.5K
4,835
+12%
建仓
IWP
ISHARES TR
+$319.1K
3,817
清仓
VEU
Vanguard FTSE All-World ex-US
-$305.0K
0
-100%
建仓
—
NUVEEN INTER DURATION MUN TE
+$301.8K
23,000
增持
VLO
VALERO ENERGY CORP
+$294.0K
8,789
+14%
清仓
PHYS
Sprott Physical Gold Trust
-$292.0K
0
-100%
减持
CVNA
CARVANA CO
-$289.0K
11,185
-34%
清仓
VV
Vanguard Large-Cap
-$281.0K
0
-100%
清仓
VUG
Vanguard Growth
-$276.0K
0
-100%
增持
WY
WEYERHAEUSER CO MTN BE
+$274.4K
112,045
+0%
增持
BKR
BAKER HUGHES COMPANY
+$267.0K
26,785
+7%
增持
QCOM
QUALCOMM INC
+$253.2K
6,142
+64%
增持
GS
GOLDMAN SACHS GROUP INC
+$250.0K
3,914
+5%
减持
T
AT&T INC
-$247.5K
21,101
-49%
建仓
ISRG
INTUITIVE SURGICAL INC
+$241.6K
911
建仓
—
FIBROGEN INC
+$240.3K
15,000
清仓
IEFA
iShares Core MSCI EAFE
-$224.0K
0
-100%
清仓
XIFR
NextEra Energy Partners LP
-$223.0K
0
-100%
清仓
VWO
Vanguard FTSE Emerging Markets
-$222.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$209.6K
20,315
-2%
增持
ABBV
ABBVIE INC
+$209.0K
4,306
+19%
清仓
CRM
Salesforce.com Inc
-$206.0K
0
-100%
清仓
SRLN
SPDR Blackstone GSO Senior Loan
-$206.0K
0
-100%
清仓
VTV
Vanguard Value
-$205.0K
0
-100%
建仓
PDP
INVESCO EXCHANGE TRADED FD T
+$204.2K
2,874
建仓
NOC
NORTHROP GRUMMAN CORP
+$204.1K
374
清仓
TJX
TJX Cos Inc
-$204.0K
0
-100%
清仓
GLD
SPDR Gold Shares
-$200.0K
0
-100%
减持
BAC
BANK AMERICA CORP
+$187.5K
93,344
-3%
增持
FISV
FISERV INC
+$169.6K
22,506
+0%
减持
APD
AIR PRODS & CHEMS INC
+$155.5K
3,635
-12%
建仓
HQL
TEKLA LIFE SCIENCES INVS
+$143.2K
10,075
减持
EXP
EAGLE MATLS INC
-$141.2K
2,964
-41%
增持
CSCO
CISCO SYS INC
+$140.0K
18,199
+0%
减持
WYNN
WYNN RESORTS LTD
-$139.8K
9,000
-36%
增持
WMT
WALMART INC
+$130.0K
10,706
+0%
增持
PEP
PEPSICO INC
+$128.2K
7,335
+0%
增持
TXN
TEXAS INSTRS INC
+$125.4K
9,039
+2%
增持
CARR
CARRIER GLOBAL CORPORATION
+$125.4K
15,500
+7%
增持
LMT
LOCKHEED MARTIN CORP
+$123.7K
1,029
+5%
增持
PG
PROCTER AND GAMBLE CO
+$121.5K
4,655
+1%
减持
ABT
ABBOTT LABS
+$118.0K
12,852
-4%
清仓
—
Tilray Inc
-$110.0K
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$96.7K
2,027
+1%
增持
ORCL
ORACLE CORP
+$91.6K
4,350
+0%
增持
EQ
EQUILLIUM INC
+$89.4K
265,370
+51%
增持
COST
COSTCO WHSL CORP NEW
-$89.2K
5,697
+0%
增持
V
VISA INC
+$89.0K
2,893
+0%
增持
OXY
OCCIDENTAL PETE CORP
+$85.2K
48,931
+0%
增持
F
FORD MTR CO DEL
+$72.8K
22,680
+33%
增持
KMI
KINDER MORGAN INC DEL
+$64.0K
43,640
+0%
增持
QQQ
INVESCO QQQ TR
+$53.2K
2,502
+9%
增持
MA
MASTERCARD INCORPORATED
+$53.1K
820
+1%
增持
KO
COCA COLA CO
+$48.5K
6,218
+0%
建仓
—
MFA FINL INC
+$48.3K
54,000
增持
—
TRANE TECHNOLOGIES PLC
+$47.3K
2,013
+0%
增持
IVV
ISHARES TR
+$45.2K
1,192
+3%
减持
HD
HOME DEPOT INC
+$39.8K
1,424
-4%
减持
AFL
AFLAC INC
+$36.5K
4,024
-11%
建仓
—
CORENERGY INFRASTRUCTURE TR
+$34.8K
50,000
建仓
—
QURATE RETAIL INC
+$32.6K
20,000
减持
TRN
TRINITY INDS INC
-$29.9K
10,690
-34%
增持
USPH
U S PHYSICAL THERAPY
+$29.8K
3,663
+4%
增持
—
PIONEER NAT RES CO
+$29.6K
1,881
+2%
增持
ITOT
ISHARES TR
+$27.9K
5,141
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$26.5K
5,380
-9%
减持
MMM
3M CO
-$26.4K
2,090
-17%
清仓
—
Stryve Foods Inc A
-$21.0K
0
-100%
减持
ENB
ENBRIDGE INC
+$20.1K
13,966
-2%
