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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 45
减持 61
清仓 28
方向
标的
Δ市值
现股数(环比)
减持
LII
LENNOX INTL INC
+$10.9M
185,081
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.2M
85,324
-1%
增持
GE
GE AEROSPACE
+$3.2M
25,972
+143%
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
MSFT
MICROSOFT CORP
-$3.1M
22,911
-21%
减持
AAPL
APPLE INC
-$1.9M
100,322
-16%
建仓
SGOV
ISHARES TR
+$1.5M
14,939
减持
ET
ENERGY TRANSFER L P
-$1.2M
98,217
-43%
增持
GEV
GE VERNOVA INC
+$1.2M
6,287
+163%
清仓
WES
WESTERN MIDSTREAM PARTNERS L
-$1.1M
0
-100%
清仓
CVE
CENOVUS ENERGY INC
-$1.1M
0
-100%
清仓
PAGP
PLAINS GP HLDGS L P
-$1.0M
0
-100%
清仓
PBA
PEMBINA PIPELINE CORP
-$1.0M
0
-100%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$929.3K
78,425
-29%
清仓
TRGP
TARGA RES CORP
-$908.0K
0
-100%
减持
OKE
ONEOK INC NEW
-$906.9K
3,458
-77%
清仓
LNG
CHENIERE ENERGY INC
-$899.3K
0
-100%
清仓
SU
SUNCOR ENERGY INC NEW
-$897.5K
0
-100%
清仓
WMB
WILLIAMS COS INC
-$738.9K
0
-100%
减持
GOOG
ALPHABET INC
-$738.1K
39,062
-1%
清仓
KMI
KINDER MORGAN INC DEL
-$723.3K
0
-100%
减持
PSX
PHILLIPS 66
-$688.0K
1,678
-74%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$643.5K
6,857
清仓
SUN
SUNOCO LP/SUNOCO FIN CORP
-$628.5K
0
-100%
减持
GOOGL
ALPHABET INC
-$579.3K
30,326
-2%
减持
VLO
VALERO ENERGY CORP
-$549.8K
1,734
-65%
清仓
—
VIPER ENERGY INC
-$546.4K
0
-100%
增持
TM
TOYOTA MOTOR CORP
+$535.4K
4,201
+301%
减持
CVX
CHEVRON CORP NEW
-$501.2K
7,489
-27%
清仓
MPC
MARATHON PETE CORP
-$489.9K
0
-100%
减持
AMZN
AMAZON COM INC
-$470.0K
13,838
-12%
清仓
ARLP
ALLIANCE RESOURCE PARTNERS L
-$469.5K
0
-100%
建仓
TGT
TARGET CORP
+$461.8K
2,963
清仓
ENB
ENBRIDGE INC
-$451.2K
0
-100%
清仓
—
EQUITRANS MIDSTREAM CORP
-$406.9K
0
-100%
建仓
MPLX
MPLX LP
+$397.8K
8,946
清仓
DTM
DT MIDSTREAM INC
-$391.2K
0
-100%
增持
FAST
FASTENAL CO
+$388.5K
33,200
+5%
减持
CBRE
CBRE GROUP INC
+$379.4K
12,905
-6%
增持
KMX
CARMAX INC
+$368.0K
48,437
+5%
增持
CTVA
CORTEVA INC
+$352.8K
60,453
+2%
减持
IWF
ISHARES TR
-$352.5K
14,219
-9%
减持
—
DUPONT DE NEMOURS INC
+$341.6K
40,852
-0%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$340.5K
6,132
清仓
SPMB
SPDR SER TR
-$338.0K
0
-100%
建仓
LOW
LOWES COS INC
+$334.0K
1,233
增持
BAC
BANK AMERICA CORP
+$323.0K
20,132
+68%
清仓
INTC
INTEL CORP
-$321.2K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$301.4K
785
建仓
—
LINDE PLC
+$294.7K
618
减持
BX
BLACKSTONE INC
+$277.1K
17,055
-10%
清仓
DLR
DIGITAL RLTY TR INC
-$262.6K
0
-100%
清仓
—
HESS CORP
-$261.1K
0
-100%
减持
SGOL
ETFS GOLD TR
+$248.8K
91,357
-1%
增持
COST
COSTCO WHSL CORP NEW
+$248.6K
6,231
+0%
增持
MKL
MARKEL GROUP INC
+$244.5K
2,185
+8%
建仓
CSCO
CISCO SYS INC
+$240.4K
4,517
清仓
XLK
SELECT SECTOR SPDR TR
-$235.7K
0
-100%
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$231.9K
0
-100%
增持
FISV
FISERV INC
+$231.6K
7,559
+0%
建仓
TMUS
T-MOBILE US INC
+$221.8K
1,075
建仓
VO
VANGUARD INDEX FDS
+$214.8K
814
建仓
EXPE
EXPEDIA GROUP INC
+$214.6K
1,450
建仓
FSLR
FIRST SOLAR INC
+$212.0K
850
增持
—
ACCENTURE PLC IRELAND
+$210.7K
3,094
+6%
清仓
CMCSA
COMCAST CORP NEW
-$209.5K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$208.1K
820
建仓
ADI
ANALOG DEVICES INC
+$205.8K
894
清仓
—
APTIV PLC
-$204.5K
0
-100%
减持
TOTL
SSGA ACTIVE ETF TR
-$203.8K
17,291
-25%
清仓
EEM
ISHARES TR
-$200.4K
0
-100%
减持
NUV
NUVEEN MUN VALUE FD INC
+$197.8K
510,777
-0%
减持
FNDX
SCHWAB STRATEGIC TR
+$185.6K
44,152
-1%
增持
AFL
AFLAC INC
+$180.2K
4,826
+20%
减持
SPY
SPDR S&P 500 ETF TR
+$177.4K
8,948
-2%
减持
QCOM
QUALCOMM INC
-$176.0K
4,800
-4%
增持
AVGO
BROADCOM INC
+$174.8K
13,414
+907%
增持
UNH
UNITEDHEALTH GROUP INC
+$165.8K
1,138
+16%
增持
HD
HOME DEPOT INC
+$164.0K
2,181
+4%
增持
EQIX
EQUINIX INC
+$157.9K
472
+37%
清仓
—
LUCID GROUP INC
-$143.2K
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$140.1K
6,769
+6%
减持
ABBV
ABBVIE INC
+$139.5K
5,502
-0%
减持
DOW
DOW INC
+$132.2K
96,939
-0%
减持
JNJ
JOHNSON & JOHNSON
+$130.9K
8,793
-1%
清仓
F
FORD MTR CO DEL
-$127.7K
0
-100%
减持
APD
AIR PRODS & CHEMS INC
+$125.9K
4,180
-4%
减持
ADBE
ADOBE INC
-$125.5K
1,224
-10%
增持
SBUX
STARBUCKS CORP
+$124.1K
5,467
+4%
增持
VTV
VANGUARD INDEX FDS
+$121.4K
2,045
+39%
减持
NBHC
NATIONAL BK HLDGS CORP
-$120.5K
10,091
-28%
增持
MELI
MERCADOLIBRE INC
+$117.6K
283
+0%
增持
PG
PROCTER AND GAMBLE CO
+$112.7K
6,359
+6%
增持
—
BLACKROCK INC
+$110.9K
480
+10%
减持
FNDF
SCHWAB STRATEGIC TR
+$106.4K
59,951
-2%
减持
APO
APOLLO GLOBAL MGMT INC
+$105.7K
29,121
-3%
增持
NVDA
NVIDIA CORPORATION
+$104.8K
22,386
+6%
增持
ABT
ABBOTT LABS
+$100.8K
7,947
+3%
减持
LLY
ELI LILLY & CO
-$100.5K
3,225
-1%
增持
MCD
MCDONALDS CORP
+$97.0K
1,178
+15%
增持
ITOT
ISHARES TR
+$91.8K
5,585
+9%
清仓
JFR
NUVEEN FLOATING RATE INCOME
-$90.6K
0
-100%
增持
NVO
NOVO-NORDISK A S
-$88.1K
5,080
+5%
减持
AMAT
APPLIED MATLS INC
-$87.5K
1,119
-16%
减持
META
META PLATFORMS INC
+$80.9K
2,139
-6%
增持
CPT
CAMDEN PPTY TR
+$79.9K
2,705
+16%
增持
AMGN
AMGEN INC
+$79.8K
1,130
+24%
减持
HON
HONEYWELL INTL INC
-$79.4K
2,865
-9%
减持
CVNA
CARVANA CO
+$78.9K
2,172
-7%
建仓
OUST
OUSTER INC
+$77.7K
12,330
减持
SPDW
SPDR INDEX SHS FDS
+$76.0K
40,758
-2%
减持
IWO
ISHARES TR
+$73.8K
3,802
-1%
增持
USPH
U S PHYSICAL THERAPY
+$71.9K
7,826
+23%
增持
VTI
VANGUARD INDEX FDS
+$70.2K
3,034
+3%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$69.3K
2,079
+0%
增持
SPGI
S&P GLOBAL INC
+$68.5K
534
+15%
增持
ISRG
INTUITIVE SURGICAL INC
+$68.4K
1,232
+2%
减持
RIVN
RIVIAN AUTOMOTIVE INC
-$65.1K
23,070
-4%
减持
KO
COCA COLA CO
+$58.5K
7,791
-1%
增持
CCI
CROWN CASTLE INC
+$58.4K
2,345
+4%
增持
PEP
PEPSICO INC
+$57.6K
4,704
+5%
增持
—
ASML HOLDING N V
-$54.3K
303
+1%
减持
SCHV
SCHWAB STRATEGIC TR
+$51.8K
26,503
-6%
减持
FNDA
SCHWAB STRATEGIC TR
+$50.5K
21,634
-4%
增持
OXY
OCCIDENTAL PETE CORP
+$49.1K
6,272
+44%
减持
RTX
RTX CORPORATION
+$48.9K
3,684
-7%
减持
MMM
3M CO
+$48.7K
2,090
-10%
增持
BXMT
BLACKSTONE MTG TR INC
+$48.0K
23,435
+3%
减持
—
EXXON MOBIL CORP
-$47.9K
38,631
-3%
减持
FNDC
SCHWAB STRATEGIC TR
+$44.4K
24,244
-4%
减持
IWN
ISHARES TR
+$42.8K
3,472
-1%
减持
PSA
PUBLIC STORAGE OPER CO
+$40.5K
1,120
-12%
减持
WPC
WP CAREY INC
+$38.1K
5,859
-1%
增持
EMR
EMERSON ELEC CO
+$36.5K
2,539
+16%
增持
SCHX
SCHWAB STRATEGIC TR
+$34.9K
9,656
+0%
减持
V
VISA INC
+$32.6K
4,864
-2%
减持
LMT
LOCKHEED MARTIN CORP
+$32.1K
540
-11%
增持
IVV
ISHARES TR
+$31.5K
750
+2%
减持
CL
COLGATE PALMOLIVE CO
+$25.6K
6,964
-3%
减持
CRM
SALESFORCE INC
+$25.3K
1,803
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$24.9K
7,144
+0%
增持
VGT
VANGUARD WORLD FD
+$24.8K
521
+7%
减持
WYNN
WYNN RESORTS LTD
+$24.6K
7,000
-3%
减持
SCHG
SCHWAB STRATEGIC TR
+$23.4K
13,912
-2%
减持
DHR
DANAHER CORPORATION
+$23.4K
1,007
-2%
减持
VMBS
VANGUARD SCOTTSDALE FDS
+$22.9K
28,207
-2%
增持
QQQ
INVESCO QQQ TR
+$22.8K
2,393
+0%
减持
TSLA
TESLA INC
+$22.4K
3,341
-22%
减持
HBAN
HUNTINGTON BANCSHARES INC
+$22.2K
25,910
-5%
减持
HFRO
HIGHLAND OPPORTUNITIES
-$22.1K
25,578
-11%
减持
FSCO
FS CREDIT OPPORTUNITIES CORP
-$21.8K
28,323
-11%
