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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 50
增持 48
减持 4
清仓 48
方向
标的
Δ市值
现股数(环比)
清仓
GOOG
ALPHABET INC
-$6.5M
0
-100%
清仓
IWF
ISHARES TR
-$5.3M
0
-100%
增持
AVGO
BROADCOM INC
+$5.3M
32,626
+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。
清仓
SPY
SPDR S&P 500 ETF TR
-$5.1M
0
-100%
清仓
GOOGL
ALPHABET INC
-$5.0M
0
-100%
增持
AMZN
AMAZON COM INC
+$4.7M
32,967
+138%
清仓
NUV
NUVEEN MUN VALUE FD INC
-$4.6M
0
-100%
增持
V
VISA INC
+$4.2M
17,576
+261%
增持
CRM
SALESFORCE INC
+$4.2M
13,949
+674%
清仓
BA
BOEING CO
-$4.1M
0
-100%
增持
JPM
JPMORGAN CHASE & CO.
+$4.1M
23,003
+240%
增持
COST
COSTCO WHSL CORP NEW
+$3.7M
10,119
+62%
增持
BAC
BANK AMERICA CORP
+$3.7M
101,735
+405%
清仓
APO
APOLLO GLOBAL MGMT INC
-$3.6M
0
-100%
建仓
SYK
STRYKER CORPORATION
+$3.6M
9,984
增持
ABBV
ABBVIE INC
+$3.5M
26,055
+374%
增持
MSFT
MICROSOFT CORP
+$3.5M
31,646
+38%
清仓
MKL
MARKEL GROUP INC
-$3.4M
0
-100%
建仓
APH
AMPHENOL CORP NEW
+$3.4M
49,161
增持
MS
MORGAN STANLEY
+$3.3M
28,595
+1026%
建仓
SHW
SHERWIN WILLIAMS CO
+$3.3M
9,668
增持
AAPL
APPLE INC
+$3.2M
106,259
+6%
建仓
DHI
D R HORTON INC
+$3.2M
23,092
建仓
PAYX
PAYCHEX INC
+$3.2M
22,989
清仓
FNDX
SCHWAB STRATEGIC TR
-$3.2M
0
-100%
增持
HD
HOME DEPOT INC
+$3.1M
10,370
+375%
建仓
KR
KROGER CO
+$3.1M
51,217
增持
FAST
FASTENAL CO
+$3.1M
76,125
+129%
建仓
ALL
ALLSTATE CORP
+$3.1M
16,022
建仓
TSCO
TRACTOR SUPPLY CO
+$3.1M
57,681
建仓
ZTS
ZOETIS INC
+$3.0M
18,713
增持
VTI
VANGUARD INDEX FDS
+$3.0M
13,397
+342%
建仓
NEE
NEXTERA ENERGY INC
+$3.0M
42,060
清仓
VOO
VANGUARD INDEX FDS
-$2.9M
0
-100%
清仓
BX
BLACKSTONE INC
-$2.6M
0
-100%
建仓
COP
CONOCOPHILLIPS
+$2.4M
24,178
增持
ABT
ABBOTT LABS
+$2.4M
29,062
+266%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$2.3M
0
-100%
清仓
FNDF
SCHWAB STRATEGIC TR
-$2.2M
0
-100%
建仓
TLH
ISHARES TR
+$2.2M
22,437
清仓
SCHV
SCHWAB STRATEGIC TR
-$2.1M
0
-100%
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$1.9M
10,159
+1112%
建仓
ELV
ELEVANCE HEALTH INC
+$1.7M
4,654
清仓
CBRE
CBRE GROUP INC
-$1.6M
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$1.6M
0
-100%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$1.6M
28,257
清仓
SGOV
ISHARES TR
-$1.5M
0
-100%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.5M
25,353
清仓
SCHG
SCHWAB STRATEGIC TR
-$1.4M
0
-100%
增持
DOW
DOW INC
-$1.4M
96,986
+0%
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.4M
0
-100%
清仓
FNDA
SCHWAB STRATEGIC TR
-$1.3M
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$1.2M
0
-100%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$1.1M
0
-100%
清仓
—
ACCENTURE PLC IRELAND
-$1.1M
0
-100%
增持
—
EXXON MOBIL CORP
+$972.3K
51,135
+32%
清仓
FNDC
SCHWAB STRATEGIC TR
-$924.9K
0
-100%
建仓
DFGR
DIMENSIONAL ETF TRUST
+$911.7K
35,696
减持
GE
GE AEROSPACE
-$803.2K
24,549
-5%
建仓
NTAP
NETAPP INC
+$727.5K
6,267
清仓
BKNG
BOOKING HOLDINGS INC
-$703.4K
0
-100%
清仓
WYNN
WYNN RESORTS LTD
-$671.2K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$656.3K
12,146
+62%
清仓
SCHX
SCHWAB STRATEGIC TR
-$655.1K
0
-100%
建仓
VSS
VANGUARD INTL EQUITY INDEX F
+$618.4K
5,402
减持
TPL
TEXAS PACIFIC LAND CORPORATI
+$608.0K
4,069
-8%
建仓
VXUS
VANGUARD STAR FDS
+$591.0K
10,028
增持
TOTL
SSGA ACTIVE ETF TR
+$577.4K
32,831
+90%
清仓
VB
VANGUARD INDEX FDS
-$555.1K
0
-100%
建仓
QUAL
ISHARES TR
+$529.8K
2,975
增持
TSLA
TESLA INC
+$526.2K
3,468
+4%
增持
NVDA
NVIDIA CORPORATION
+$499.5K
23,964
+7%
增持
—
DUPONT DE NEMOURS INC
-$493.0K
41,277
+1%
建仓
VCIT
VANGUARD SCOTTSDALE FDS
+$461.7K
5,752
建仓
SPEM
SPDR INDEX SHS FDS
+$458.4K
11,947
建仓
VNQ
VANGUARD INDEX FDS
+$455.8K
5,117
清仓
—
BLACKROCK INC
-$455.8K
0
-100%
建仓
—
VERITEX HLDGS INC
+$442.6K
16,295
清仓
IVV
ISHARES TR
-$432.6K
0
-100%
增持
—
ASML HOLDING N V
+$419.1K
969
+220%
清仓
EQIX
EQUINIX INC
-$419.0K
0
-100%
建仓
SUB
ISHARES TR
+$402.5K
3,816
清仓
MPLX
MPLX LP
-$397.8K
0
-100%
清仓
CVNA
CARVANA CO
-$378.2K
0
-100%
建仓
HCA
HCA HEALTHCARE INC
+$373.1K
1,243
建仓
ROP
ROPER TECHNOLOGIES INC
+$359.7K
692
建仓
HDV
ISHARES TR
+$354.3K
3,156
减持
GEV
GE VERNOVA INC
+$345.9K
5,925
-6%
增持
VO
VANGUARD INDEX FDS
+$341.5K
2,106
+159%
清仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
-$340.5K
0
-100%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$323.5K
5,074
建仓
PAAS
PAN AMERN SILVER CORP
+$323.1K
15,980
建仓
NOW
SERVICENOW INC
+$319.1K
301
建仓
VYMI
VANGUARD WHITEHALL FDS
+$318.8K
4,696
清仓
SCHF
SCHWAB STRATEGIC TR
-$314.3K
0
-100%
清仓
SCHE
SCHWAB STRATEGIC TR
-$306.1K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$304.6K
1,744
+42%
建仓
MSCI
MSCI INC
+$304.2K
507
建仓
EEM
ISHARES TR
+$302.3K
7,228
建仓
JKHY
HENRY JACK & ASSOC INC
+$298.5K
1,703
建仓
—
ASTRAZENECA PLC
+$297.7K
4,544
建仓
EMXC
ISHARES INC
+$296.2K
5,342
清仓
—
LINDE PLC
-$294.7K
0
-100%
清仓
FLTR
VANECK ETF TRUST
-$292.9K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$283.3K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$278.2K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$275.9K
0
-100%
增持
UNP
UNION PAC CORP
+$275.6K
2,536
+107%
建仓
HMC
HONDA MOTOR LTD
+$273.9K
9,595
建仓
DPZ
DOMINOS PIZZA INC
+$262.8K
626
建仓
ROL
ROLLINS INC
+$262.2K
5,658
清仓
—
ARISTA NETWORKS INC
-$261.0K
0
-100%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$258.8K
0
-100%
建仓
RMD
RESMED INC
+$257.3K
1,125
增持
VEA
VANGUARD TAX-MANAGED FDS
+$256.5K
13,253
+86%
增持
ADI
ANALOG DEVICES INC
+$255.9K
2,173
+143%
建仓
BHST
BIOHARVEST SCIENCES INC
+$255.1K
41,271
建仓
SPMB
SPDR SER TR
+$248.1K
11,512
增持
LOW
LOWES COS INC
+$245.7K
2,349
+91%
建仓
VYM
VANGUARD WHITEHALL FDS
+$245.6K
1,925
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$237.2K
1,201
增持
KMX
CARMAX INC
+$230.5K
48,662
+0%
清仓
PDX
PIMCO DYNAMIC INCOME STRATEG
-$228.4K
0
-100%
增持
TJX
TJX COS INC NEW
+$225.3K
4,074
+79%
增持
UNH
UNITEDHEALTH GROUP INC
+$224.9K
1,760
+55%
建仓
DGX
QUEST DIAGNOSTICS INC
+$224.5K
1,488
清仓
IWB
ISHARES TR
-$224.5K
0
-100%
建仓
GLD
SPDR GOLD TR
+$222.0K
917
清仓
PSX
PHILLIPS 66
-$220.6K
0
-100%
建仓
DLR
DIGITAL RLTY TR INC
+$219.0K
1,235
增持
SNPS
SYNOPSYS INC
+$218.6K
972
+94%
建仓
POOL
POOL CORP
+$216.5K
635
建仓
—
HESS CORP
+$216.1K
1,625
清仓
EXPE
EXPEDIA GROUP INC
-$214.6K
0
-100%
增持
WMT
WALMART INC
+$213.4K
11,929
+11%
增持
FISV
FISERV INC
+$210.1K
7,634
+1%
增持
TM
TOYOTA MOTOR CORP
+$206.1K
4,914
+17%
增持
QQQ
INVESCO QQQ TR
+$192.2K
2,661
+11%
增持
LLY
ELI LILLY & CO
-$168.5K
3,483
+8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$168.2K
10,473
+71%
增持
IWM
ISHARES TR
+$161.1K
1,843
+65%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$160.5K
86,992
+2%
增持
NVO
NOVO-NORDISK A S
-$159.3K
5,180
+2%
清仓
HFRO
HIGHLAND OPPORTUNITIES
-$156.8K
0
-100%
增持
HON
HONEYWELL INTL INC
+$148.5K
3,279
+14%
增持
META
META PLATFORMS INC
+$139.3K
2,329
+9%
增持
—
CARNIVAL CORP
+$133.8K
17,479
+7%
增持
VLO
VALERO ENERGY CORP
+$126.7K
2,944
+70%
减持
AFL
AFLAC INC
-$123.3K
4,024
-17%
增持
JNJ
JOHNSON & JOHNSON
-$116.7K
9,046
+3%
