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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 44
增持 36
减持 39
清仓 31
方向
标的
Δ市值
现股数(环比)
减持
LII
LENNOX INTL INC
+$13.7M
193,664
-2%
增持
AAPL
APPLE INC
+$4.9M
139,022
+4%
减持
SPDW
SPDR INDEX SHS FDS
-$3.6M
81,128
-58%
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。
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$3.4M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
93,680
-0%
建仓
SCHV
SCHWAB STRATEGIC TR
+$2.7M
40,801
增持
MSFT
MICROSOFT CORP
+$2.7M
32,249
+12%
清仓
SCHW
SCHWAB CHARLES CORP
-$2.4M
0
-100%
建仓
FNDX
SCHWAB STRATEGIC TR
+$2.4M
41,402
建仓
FNDF
SCHWAB STRATEGIC TR
+$2.2M
69,336
清仓
HPQ
HP INC
-$2.0M
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$2.0M
9,152
-39%
清仓
APO
APOLLO GLOBAL MGMT INC
-$2.0M
0
-100%
清仓
SNY
SANOFI
-$1.8M
0
-100%
建仓
SCHG
SCHWAB STRATEGIC TR
+$1.8M
24,184
建仓
FNDA
SCHWAB STRATEGIC TR
+$1.7M
33,618
增持
GOOG
ALPHABET INC
+$1.6M
64,734
+8%
减持
BAC
BANK AMERICA CORP
-$1.6M
37,860
-60%
清仓
CI
THE CIGNA GROUP
-$1.5M
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$1.5M
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$1.4M
8,001
-67%
减持
DIS
DISNEY WALT CO
-$1.4M
10,561
-55%
建仓
VUSB
VANGUARD BD INDEX FDS
+$1.4M
27,880
清仓
MET
METLIFE INC
-$1.3M
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$1.2M
0
-100%
减持
PFE
PFIZER INC
-$1.1M
54,171
-30%
清仓
APA
APA CORPORATION
-$1.1M
0
-100%
减持
OXY
OCCIDENTAL PETE CORP
-$1.1M
32,780
-33%
清仓
CLW
CLEARWATER PAPER CORP
-$1.1M
0
-100%
清仓
—
MAXAR TECHNOLOGIES INC
-$1.0M
0
-100%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$1.0M
22,654
建仓
SCHX
SCHWAB STRATEGIC TR
+$1.0M
19,532
清仓
CBRE
CBRE GROUP INC
-$940.5K
0
-100%
减持
TMUS
T-MOBILE US INC
-$844.8K
3,837
-60%
建仓
FNDC
SCHWAB STRATEGIC TR
+$838.9K
25,275
清仓
TFC
TRUIST FINL CORP
-$809.1K
0
-100%
增持
LLY
LILLY ELI & CO
+$797.3K
5,486
+6%
增持
AMZN
AMAZON COM INC
+$742.2K
15,674
+24%
增持
MLM
MARTIN MARIETTA MATLS INC
+$739.6K
4,605
+18%
增持
GOOGL
ALPHABET INC
+$694.0K
35,140
+4%
增持
JPM
JPMORGAN CHASE & CO
+$688.0K
18,027
+21%
减持
TOTL
SSGA ACTIVE ETF TR
-$668.0K
54,905
-22%
减持
UNH
UNITEDHEALTH GROUP INC
-$659.3K
5,685
-21%
增持
COST
COSTCO WHSL CORP NEW
+$657.9K
5,892
+16%
建仓
VTI
VANGUARD INDEX FDS
+$647.2K
2,938
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$636.8K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$632.5K
13,445
-33%
增持
AVGO
BROADCOM INC
+$624.4K
1,351
+58%
减持
CVS
CVS HEALTH CORP
-$594.6K
2,900
-73%
减持
WY
WEYERHAEUSER CO MTN BE
-$571.4K
68,151
-28%
减持
WFC
WELLS FARGO CO NEW
-$560.3K
40,466
-34%
减持
WMB
WILLIAMS COS INC
-$550.8K
23,935
-46%
清仓
CE
CELANESE CORP DEL
-$544.5K
0
-100%
建仓
PLD
PROLOGIS INC.
+$543.8K
4,434
建仓
CCI
CROWN CASTLE INC
+$516.7K
4,535
增持
V
VISA INC
+$479.3K
5,027
+59%
减持
SLB
SCHLUMBERGER LTD
-$477.3K
27,085
-26%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$467.1K
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC
-$462.1K
0
-100%
减持
PEP
PEPSICO INC
-$459.8K
4,740
-35%
建仓
SCHF
SCHWAB STRATEGIC TR
+$459.6K
12,891
清仓
GSK
GSK PLC
-$458.2K
0
-100%
减持
BKR
BAKER HUGHES COMPANY
-$458.1K
8,334
-67%
清仓
FOXA
FOX CORP
-$454.0K
0
-100%
减持
TGT
TARGET CORP
-$445.2K
2,951
-41%
增持
KO
COCA COLA CO
+$443.7K
13,780
+121%
增持
ABT
ABBOTT LABS
+$436.9K
15,319
+26%
减持
VLO
VALERO ENERGY CORP
-$429.0K
6,810
-23%
减持
GS
GOLDMAN SACHS GROUP INC
-$415.1K
2,500
-33%
建仓
NVO
NOVO-NORDISK A S
+$414.3K
2,560
减持
BNY
BANK NEW YORK MELLON CORP
-$413.1K
17,673
-33%
建仓
VV
VANGUARD INDEX FDS
+$400.2K
1,974
减持
BKNG
BOOKING HOLDINGS INC
-$400.0K
343
-31%
减持
MPC
MARATHON PETE CORP
-$399.1K
7,104
-22%
建仓
VB
VANGUARD INDEX FDS
+$398.4K
2,003
减持
NVS
NOVARTIS AG
-$389.8K
10,799
-33%
增持
APD
AIR PRODS & CHEMS INC
+$387.4K
5,244
+27%
增持
—
EQUITRANS MIDSTREAM CORP
+$380.7K
50,547
+185%
清仓
—
UNILEVER PLC
-$375.2K
0
-100%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$371.5K
55,121
-32%
建仓
AVB
AVALONBAY CMNTYS INC
+$360.0K
1,902
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$352.9K
1,306
+76%
减持
UNP
UNION PAC CORP
-$349.4K
2,035
-47%
增持
MKL
MARKEL GROUP INC
+$349.3K
1,817
+7%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$348.4K
668
增持
CMCSA
COMCAST CORP NEW
+$348.1K
65,039
+5%
建仓
EQIX
EQUINIX INC
+$344.9K
440
减持
DOW
DOW INC
-$344.2K
130,818
-2%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$343.2K
5,800
-33%
清仓
IWB
ISHARES TR
-$343.0K
0
-100%
清仓
T
AT&T INC
-$339.1K
0
-100%
减持
—
TE CONNECTIVITY LTD
-$338.6K
6,084
-33%
减持
CSCO
CISCO SYS INC
-$338.4K
14,228
-31%
建仓
PSA
PUBLIC STORAGE
+$334.5K
1,146
增持
HD
HOME DEPOT INC
+$326.3K
2,627
+58%
增持
MA
MASTERCARD INCORPORATED
+$324.6K
1,642
+86%
清仓
—
MEDTRONIC PLC
-$323.7K
0
-100%
建仓
TJX
TJX COS INC NEW
+$319.1K
3,763
建仓
DLR
DIGITAL RLTY TR INC
+$317.9K
2,792
清仓
DVY
ISHARES TR
-$317.7K
0
-100%
建仓
WELL
WELLTOWER INC
+$317.5K
3,925
建仓
SBAC
SBA COMMUNICATIONS CORP NEW
+$313.6K
1,353
增持
TXN
TEXAS INSTRS INC
+$312.6K
11,076
+23%
建仓
DHR
DANAHER CORPORATION
+$305.0K
1,271
增持
AXP
AMERICAN EXPRESS CO
+$302.1K
12,150
+10%
增持
FISV
FISERV INC
+$301.9K
22,558
+0%
建仓
MS
MORGAN STANLEY
+$300.8K
3,522
建仓
CPT
CAMDEN PPTY TR
+$299.4K
2,750
建仓
INTU
INTUIT
+$298.8K
652
建仓
MCD
MCDONALDS CORP
+$297.7K
998
建仓
INVH
INVITATION HOMES INC
+$286.6K
8,330
建仓
FNDE
SCHWAB STRATEGIC TR
+$284.7K
10,635
建仓
SCHE
SCHWAB STRATEGIC TR
+$282.9K
11,484
减持
CVE
CENOVUS ENERGY INC
-$281.4K
58,717
-20%
增持
FAST
FASTENAL CO
+$280.1K
29,827
+9%
增持
META
META PLATFORMS INC
+$276.0K
2,687
+15%
建仓
VTR
VENTAS INC
+$269.4K
5,700
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$266.8K
6,559
建仓
—
BLACKROCK INC
+$263.3K
381
建仓
NKE
NIKE INC
+$262.9K
2,382
建仓
—
HESS CORP
+$261.7K
1,925
增持
COP
CONOCOPHILLIPS
+$261.6K
28,625
+5%
建仓
PM
PHILIP MORRIS INTL INC
+$260.8K
2,672
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$256.8K
15,016
-26%
增持
—
EXXON MOBIL CORP
+$254.5K
37,963
+9%
建仓
IEFA
ISHARES TR
+$247.1K
3,661
增持
KMX
CARMAX INC
+$241.6K
12,428
+0%
建仓
SRE
SEMPRA
+$239.1K
1,642
清仓
ICF
ISHARES TR
-$228.7K
0
-100%
建仓
—
ASML HOLDING N V
+$224.7K
310
建仓
AMH
AMERICAN HOMES 4 RENT
+$221.7K
6,253
增持
—
PIONEER NAT RES CO
+$214.6K
2,983
+51%
减持
—
ASTRAZENECA PLC
-$204.9K
5,507
-37%
建仓
VTV
VANGUARD INDEX FDS
+$204.8K
1,441
减持
CUBE
CUBESMART
-$204.7K
45,881
-6%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$204.6K
0
-100%
增持
USPH
U S PHYSICAL THERAPY
+$204.5K
4,822
+24%
清仓
COHR
COHERENT CORP
-$203.1K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$202.3K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$180.3K
1,207
+32%
增持
TRN
TRINITY INDS INC
+$174.2K
15,956
+65%
减持
ADI
ANALOG DEVICES INC
-$172.1K
2,655
-24%
减持
CARR
CARRIER GLOBAL CORPORATION
-$170.7K
10,812
-30%
清仓
F
FORD MTR CO DEL
-$170.1K
0
-100%
建仓
—
SITE CTRS CORP
+$168.9K
12,773
增持
ABBV
ABBVIE INC
+$167.5K
6,841
+45%
增持
ORCL
ORACLE CORP
+$166.5K
5,834
+3%
增持
HON
HONEYWELL INTL INC
+$158.9K
3,053
+23%
清仓
ELAN
ELANCO ANIMAL HEALTH INC
-$156.7K
0
-100%
增持
PG
PROCTER AND GAMBLE CO
+$156.1K
6,287
+17%
