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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 31
增持 32
减持 63
清仓 24
方向
标的
Δ市值
现股数(环比)
清仓
SCHR
SCHWAB STRATEGIC TR
-$26.8M
0
-100%
清仓
TOTL
SSGA ACTIVE ETF TR
-$22.1M
0
-100%
减持
SPMB
SPDR SER TR
-$6.9M
15,669
-95%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.4M
88,501
-4%
建仓
NUV
NUVEEN MUN VALUE FD INC
+$4.3M
497,921
减持
AAPL
APPLE INC
-$3.7M
130,201
-4%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$3.2M
110,068
清仓
PCH
POTLATCHDELTIC CORPORATION
-$3.1M
0
-100%
建仓
VOO
VANGUARD INDEX FDS
+$2.9M
6,009
建仓
MKL
MARKEL GROUP INC
+$2.8M
1,817
建仓
ET
ENERGY TRANSFER L P
+$2.6M
165,988
清仓
GVI
ISHARES TR
-$2.1M
0
-100%
清仓
CUBE
CUBESMART
-$2.1M
0
-100%
减持
GOOG
ALPHABET INC
-$1.9M
39,584
-29%
建仓
AVGO
BROADCOM INC
+$1.7M
1,272
清仓
SGOL
ABRDN GOLD ETF TRUST
-$1.3M
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.3M
2
增持
CL
COLGATE PALMOLIVE CO
+$1.1M
28,493
+58%
建仓
PAGP
PLAINS GP HLDGS L P
+$1.1M
60,034
减持
JNJ
JOHNSON & JOHNSON
-$1.1M
8,570
-45%
减持
—
DUPONT DE NEMOURS INC
-$1.1M
54,346
-20%
建仓
—
ACCENTURE PLC IRELAND
+$1.1M
3,064
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$1.0M
28,457
增持
NVDA
NVIDIA CORPORATION
+$981.8K
1,847
+33%
增持
BA
BOEING CO
-$919.3K
27,198
+15%
建仓
WMB
WILLIAMS COS INC
+$911.3K
23,385
增持
KMX
CARMAX INC
+$868.5K
29,976
+32%
增持
LLY
ELI LILLY & CO
+$850.9K
4,309
+0%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$825.5K
27,047
+207%
清仓
DEO
DIAGEO PLC
-$800.4K
0
-100%
增持
FNDX
SCHWAB STRATEGIC TR
+$764.1K
45,619
+22%
减持
MSFT
MICROSOFT CORP
+$722.0K
24,700
-4%
建仓
—
VIPER ENERGY INC
+$721.5K
18,760
减持
ABT
ABBOTT LABS
-$711.2K
8,023
-46%
减持
SPDW
SPDR INDEX SHS FDS
-$660.7K
43,969
-33%
减持
GE
GENERAL ELECTRIC CO
+$647.5K
13,553
-0%
增持
VV
VANGUARD INDEX FDS
+$637.3K
4,517
+121%
建仓
BKNG
BOOKING HOLDINGS INC
+$605.9K
167
清仓
IAU
ISHARES GOLD TR
-$585.8K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$553.0K
6,071
+3%
减持
MLM
MARTIN MARIETTA MATLS INC
+$529.2K
4,605
-0%
减持
DIS
DISNEY WALT CO
-$507.7K
2,977
-69%
清仓
SHOP
SHOPIFY INC
-$502.2K
0
-100%
减持
—
EXXON MOBIL CORP
+$482.3K
32,728
-2%
减持
SLB
SCHLUMBERGER LTD
-$480.9K
7,773
-55%
减持
APO
APOLLO GLOBAL MGMT INC
+$452.8K
29,821
-4%
增持
SCHZ
SCHWAB STRATEGIC TR
+$442.6K
25,456
+63%
建仓
BXMT
BLACKSTONE MTG TR INC
+$441.9K
22,196
增持
META
META PLATFORMS INC
+$440.3K
2,560
+13%
减持
CAT
CATERPILLAR INC
+$388.2K
5,495
-0%
增持
OKE
ONEOK INC NEW
+$376.9K
12,985
+37%
减持
COP
CONOCOPHILLIPS
-$370.2K
9,902
-30%
建仓
MPLX
MPLX LP
+$368.9K
8,877
减持
FAST
FASTENAL CO
+$367.1K
29,827
-0%
清仓
CARR
CARRIER GLOBAL CORPORATION
-$353.8K
0
-100%
减持
FNDF
SCHWAB STRATEGIC TR
-$345.0K
61,887
-18%
建仓
MUB
ISHARES TR
+$332.5K
3,090
减持
VTI
VANGUARD INDEX FDS
-$330.7K
2,938
-36%
建仓
ARLP
ALLIANCE RESOURCE PARTNERS L
+$324.6K
16,188
减持
TSLA
TESLA INC
-$319.3K
4,365
-0%
清仓
PHYS
SPROTT PHYSICAL GOLD TR
-$318.8K
0
-100%
建仓
CCI
CROWN CASTLE INC
+$314.0K
2,967
清仓
XBI
SPDR SER TR
-$305.5K
0
-100%
建仓
VFH
VANGUARD WORLD FD
+$298.7K
2,917
减持
APD
AIR PRODS & CHEMS INC
-$289.7K
4,335
-11%
减持
SCHG
SCHWAB STRATEGIC TR
-$288.4K
18,383
-23%
建仓
EQIX
EQUINIX INC
+$284.7K
345
减持
SCHV
SCHWAB STRATEGIC TR
-$276.6K
29,989
-18%
清仓
—
ARISTA NETWORKS INC
-$276.4K
0
-100%
清仓
—
SOUTHSTATE CORPORATION
-$264.9K
0
-100%
增持
CBRE
CBRE GROUP INC
+$260.9K
12,991
+21%
清仓
TTD
THE TRADE DESK INC
-$258.7K
0
-100%
建仓
GDX
VANECK ETF TRUST
+$256.9K
8,126
清仓
VTEB
VANGUARD MUN BD FDS
-$254.5K
0
-100%
清仓
SCZ
ISHARES TR
-$248.8K
0
-100%
减持
MRK
MERCK & CO INC
+$247.3K
10,894
-0%
建仓
AMAT
APPLIED MATLS INC
+$246.4K
1,195
增持
FNDC
SCHWAB STRATEGIC TR
+$246.3K
25,036
+36%
清仓
IQLT
ISHARES TR
-$232.7K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$230.5K
0
-100%
增持
—
PIONEER NAT RES CO
+$230.2K
3,109
+19%
建仓
PDX
PIMCO DYNAMIC INCOME STRATEG
+$230.0K
10,846
建仓
—
LINDE PLC
+$224.3K
483
增持
JPM
JPMORGAN CHASE & CO
+$223.7K
6,332
+3%
建仓
EEM
ISHARES TR
+$222.2K
5,408
减持
SPY
SPDR S&P 500 ETF TR
+$221.7K
9,348
-5%
清仓
ACWV
ISHARES INC
-$214.8K
0
-100%
清仓
CSCO
CISCO SYS INC
-$214.7K
0
-100%
增持
—
EQUITRANS MIDSTREAM CORP
+$213.6K
82,347
+3%
清仓
HSY
HERSHEY CO
-$213.1K
0
-100%
建仓
SPMD
SPDR SER TR
+$212.9K
3,992
清仓
SPYG
SPDR SER TR
-$211.1K
0
-100%
建仓
SPGI
S&P GLOBAL INC
+$207.2K
487
建仓
VO
VANGUARD INDEX FDS
+$205.4K
822
清仓
VTR
VENTAS INC
-$205.0K
0
-100%
增持
FISV
FISERV INC
+$204.7K
7,563
+0%
建仓
HFRO
HIGHLAND OPPORTUNITIES
+$201.2K
28,615
增持
SU
SUNCOR ENERGY INC NEW
+$200.2K
24,666
+11%
减持
LMT
LOCKHEED MARTIN CORP
-$199.0K
795
-36%
增持
ABBV
ABBVIE INC
+$198.1K
6,629
+2%
增持
WMT
WALMART INC
-$194.4K
21,330
+128%
减持
IWF
ISHARES TR
+$191.1K
15,610
-7%
减持
GOOGL
ALPHABET INC
-$186.7K
31,225
-11%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$182.5K
6,197
-42%
减持
DOW
DOW INC
+$174.1K
96,924
-2%
减持
KMI
KINDER MORGAN INC DEL
-$165.2K
35,403
-23%
减持
BX
BLACKSTONE INC
-$154.8K
19,731
-6%
增持
ORCL
ORACLE CORP
+$152.1K
5,965
+5%
增持
RIVN
RIVIAN AUTOMOTIVE INC
-$147.4K
26,344
+42%
减持
MELI
MERCADOLIBRE INC
-$147.2K
282
-23%
减持
SCHX
SCHWAB STRATEGIC TR
-$145.9K
10,967
-25%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$143.4K
1,176
-44%
减持
ADBE
ADOBE INC
-$135.7K
1,288
-2%
增持
—
TRANE TECHNOLOGIES PLC
+$123.4K
2,053
+2%
减持
IWN
ISHARES TR
-$110.0K
3,612
-18%
减持
VLO
VALERO ENERGY CORP
+$107.8K
4,919
-13%
减持
IWD
ISHARES TR
+$104.9K
8,013
-0%
增持
VB
VANGUARD INDEX FDS
+$100.8K
2,343
+15%
减持
VYMI
VANGUARD WHITEHALL FDS
-$100.3K
3,093
-34%
增持
KO
COCA COLA CO
+$96.3K
14,262
+8%
建仓
JFR
NUVEEN FLOATING RATE INCOME
+$91.4K
10,473
减持
QCOM
QUALCOMM INC
+$88.7K
4,848
-4%
减持
ACVA
ACV AUCTIONS INC
+$88.3K
59,692
-12%
减持
PG
PROCTER AND GAMBLE CO
+$88.0K
6,060
-1%
减持
PFE
PFIZER INC
-$87.5K
52,873
-2%
增持
LOW
LOWES COS INC
+$82.9K
1,807
+7%
减持
QQQ
INVESCO QQQ TR
+$81.2K
2,421
-0%
建仓
OCCI
OFS CREDIT COMPANY INC
+$80.0K
11,175
减持
TGT
TARGET CORP
+$77.2K
2,825
-5%
减持
WY
WEYERHAEUSER CO MTN BE
+$76.8K
67,986
-0%
减持
CVE
CENOVUS ENERGY INC
+$69.4K
50,700
-11%
减持
VTV
VANGUARD INDEX FDS
-$69.2K
1,469
-29%
减持
AMD
ADVANCED MICRO DEVICES INC
+$67.7K
5,530
-12%
减持
MPC
MARATHON PETE CORP
+$66.8K
3,021
-17%
减持
IWO
ISHARES TR
-$65.8K
3,832
-12%
增持
ALLY
ALLY FINL INC
+$64.8K
11,235
+0%
减持
SCHF
SCHWAB STRATEGIC TR
-$63.2K
9,294
-19%
减持
PSX
PHILLIPS 66
+$63.1K
6,943
-14%
减持
EMR
EMERSON ELEC CO
-$62.9K
2,155
-32%
增持
IVV
ISHARES TR
+$62.4K
946
+4%
增持
—
BLACKROCK INC
+$61.6K
442
+17%
减持
SCHE
SCHWAB STRATEGIC TR
-$59.9K
10,231
-20%
减持
—
ASML HOLDING N V
+$55.5K
331
-6%
减持
UNP
UNION PAC CORP
-$53.1K
1,484
-13%
增持
IWM
ISHARES TR
+$51.4K
1,319
+17%
减持
HD
HOME DEPOT INC
-$51.1K
2,539
-14%
减持
ITOT
ISHARES TR
+$50.9K
5,134
-0%
减持
FNDA
SCHWAB STRATEGIC TR
-$48.4K
23,603
-6%
减持
NUE
NUCOR CORP
+$48.3K
2,060
-0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$46.5K
2,062
+0%
