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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 43
减持 63
清仓 33
方向
标的
Δ市值
现股数(环比)
清仓
GOOG
ALPHABET INC
-$6.1M
0
-100%
减持
JMBS
JANUS DETROIT STR TR
-$5.3M
269,270
-30%
减持
GOVT
ISHARES TR
-$5.3M
462,344
-33%
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
-$5.1M
80,455
-3%
清仓
GOOGL
ALPHABET INC
-$4.6M
0
-100%
增持
AVGO
BROADCOM INC
+$4.4M
32,993
+18%
清仓
VOO
VANGUARD INDEX FDS
-$4.4M
0
-100%
清仓
MKL
MARKEL GROUP INC
-$4.1M
0
-100%
减持
CORP
PIMCO ETF TR
-$4.1M
73,494
-37%
清仓
—
ACCENTURE PLC IRELAND
-$3.0M
0
-100%
减持
VB
VANGUARD INDEX FDS
-$2.6M
67,103
-19%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
32,971
+35%
增持
LII
LENNOX INTL INC
+$2.5M
181,586
+0%
清仓
BX
BLACKSTONE INC
-$2.2M
0
-100%
清仓
APO
APOLLO GLOBAL MGMT INC
-$2.1M
0
-100%
增持
META
META PLATFORMS INC
+$2.1M
4,614
+103%
减持
MSFT
MICROSOFT CORP
+$2.0M
26,427
-11%
减持
ABBV
ABBVIE INC
-$1.8M
17,194
-27%
清仓
CBRE
CBRE GROUP INC
-$1.7M
0
-100%
清仓
FISV
FISERV INC
-$1.7M
0
-100%
减持
—
EXXON MOBIL CORP
-$1.5M
64,513
-9%
减持
GE
GE AEROSPACE
+$1.4M
24,672
-0%
增持
GEV
GE VERNOVA INC
+$1.3M
5,974
+0%
减持
ELV
ELEVANCE HEALTH INC
-$1.3M
765
-79%
增持
AAPL
APPLE INC
-$1.2M
111,335
+3%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$1.2M
2,727
-67%
减持
TPL
TEXAS PACIFIC LAND CORPORATI
-$1.1M
3,336
-5%
建仓
MSI
MOTOROLA SOLUTIONS INC
+$1.1M
2,627
增持
AMAT
APPLIED MATLS INC
+$1.0M
6,948
+354%
增持
—
ALLEGION PLC
+$1.0M
8,465
+427%
增持
RMD
RESMED INC
+$980.8K
4,847
+302%
建仓
DECK
DECKERS OUTDOOR CORP
+$970.4K
9,415
建仓
KLAC
KLA CORP
+$935.2K
1,044
增持
NTAP
NETAPP INC
+$930.4K
13,899
+122%
增持
ORCL
ORACLE CORP
+$925.9K
8,034
+35%
减持
NUV
NUVEEN MUN VALUE FD INC
-$891.2K
412,922
-19%
增持
LMT
LOCKHEED MARTIN CORP
+$851.1K
2,454
+284%
减持
DOW
DOW INC
-$825.9K
97,361
-0%
减持
NEE
NEXTERA ENERGY INC
-$818.3K
23,338
-32%
清仓
BKNG
BOOKING HOLDINGS INC
-$797.0K
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$788.4K
0
-100%
减持
APH
AMPHENOL CORP NEW
+$783.6K
36,540
-15%
增持
COST
COSTCO WHSL CORP NEW
+$729.9K
9,685
+3%
减持
ZTS
ZOETIS INC
-$728.9K
12,334
-23%
减持
ABT
ABBOTT LABS
-$728.1K
19,490
-23%
减持
SCHX
SCHWAB STRATEGIC TR
-$715.5K
242,746
-19%
减持
COP
CONOCOPHILLIPS
-$704.4K
16,541
-21%
增持
CTVA
CORTEVA INC
+$703.0K
60,476
+0%
减持
CVX
CHEVRON CORP NEW
-$688.5K
9,779
-22%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$669.9K
4,198
-77%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$654.3K
20,020
增持
QQQ
INVESCO QQQ TR
+$652.7K
3,390
+31%
清仓
VXUS
VANGUARD STAR FDS
-$622.8K
0
-100%
增持
WMT
WALMART INC
+$618.7K
12,035
+89%
减持
SHW
SHERWIN WILLIAMS CO
-$616.3K
6,587
-20%
增持
NFLX
NETFLIX INC
+$597.0K
613
+155%
增持
KMX
CARMAX INC
+$568.9K
74,292
+31%
增持
TM
TOYOTA MOTOR CORP
+$563.7K
8,598
+65%
增持
MUNI
PIMCO ETF TR
+$538.1K
141,748
+8%
减持
LRCX
LAM RESEARCH CORP
+$511.3K
31,142
-10%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$496.8K
150,553
-0%
减持
TSCO
TRACTOR SUPPLY CO
-$496.7K
39,359
-16%
减持
ALL
ALLSTATE CORP
-$491.6K
11,654
-15%
减持
DHI
D R HORTON INC
-$486.3K
15,799
-20%
清仓
PFF
ISHARES TR
-$484.0K
0
-100%
增持
FNDF
SCHWAB STRATEGIC TR
+$476.1K
66,834
+10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$474.6K
44,281
+24%
减持
LLY
ELI LILLY & CO
-$466.6K
2,956
-12%
减持
VIOO
VANGUARD ADMIRAL FDS INC
-$461.8K
17,049
-25%
减持
PAYX
PAYCHEX INC
-$453.1K
17,651
-10%
清仓
—
CHUBB LIMITED
-$434.6K
0
-100%
增持
FNDX
SCHWAB STRATEGIC TR
+$429.7K
142,741
+10%
清仓
—
LINDE PLC
-$428.9K
0
-100%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$419.2K
1,851
清仓
EQIX
EQUINIX INC
-$411.8K
0
-100%
清仓
BLK
BLACKROCK INC
-$401.3K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$386.9K
13,168
+0%
减持
MLM
MARTIN MARIETTA MATLS INC
+$363.3K
5,332
-1%
增持
ALLY
ALLY FINL INC
+$336.5K
20,503
+62%
建仓
OUST
OUSTER INC
+$334.0K
13,773
增持
ISRG
INTUITIVE SURGICAL INC
+$324.3K
2,186
+25%
减持
SCHM
SCHWAB STRATEGIC TR
-$318.5K
97,978
-16%
增持
TSLA
TESLA INC
+$316.8K
4,076
+8%
清仓
OXY
OCCIDENTAL PETE CORP
-$309.6K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$303.3K
0
-100%
减持
MS
MORGAN STANLEY
+$301.7K
22,371
-8%
减持
V
VISA INC
-$299.7K
15,124
-7%
增持
MCD
MCDONALDS CORP
+$299.1K
2,290
+93%
清仓
EMXC
ISHARES INC
-$294.3K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$293.3K
1,728
+9%
减持
SPY
SPDR S&P 500 ETF TR
-$286.6K
5,841
-16%
清仓
—
APTIV PLC
-$267.3K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$267.2K
6,768
-49%
减持
—
DUPONT DE NEMOURS INC
-$266.3K
41,060
-1%
增持
—
ASML HOLDING N V
+$264.6K
1,253
+12%
建仓
PTLC
PACER FDS TR
+$263.7K
5,195
清仓
—
HESS CORP
-$259.6K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW
-$255.8K
0
-100%
清仓
GLD
SPDR GOLD TR
-$249.5K
0
-100%
清仓
AMT
AMERICAN TOWER CORP NEW
-$249.2K
0
-100%
增持
ACVA
ACV AUCTIONS INC
+$247.9K
69,301
+11%
减持
CAT
CATERPILLAR INC
+$239.7K
5,058
-3%
减持
IVV
ISHARES TR
-$234.3K
1,950
-24%
减持
SLB
SCHLUMBERGER LTD
-$231.1K
8,268
-32%
减持
SCHV
SCHWAB STRATEGIC TR
-$230.8K
57,401
-16%
建仓
ROK
ROCKWELL AUTOMATION INC
+$229.5K
691
建仓
GS
GOLDMAN SACHS GROUP INC
+$226.5K
320
增持
NOW
SERVICENOW INC
+$226.1K
453
+50%
清仓
IJH
ISHARES TR
-$223.2K
0
-100%
建仓
DLR
DIGITAL RLTY TR INC
+$215.3K
1,235
减持
BAC
BANK AMERICA CORP
-$211.6K
68,867
-17%
清仓
ANET
ARISTA NETWORKS INC
-$211.1K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$209.1K
0
-100%
清仓
ECL
ECOLAB INC
-$206.9K
0
-100%
增持
—
TRANE TECHNOLOGIES PLC
+$206.6K
2,023
+0%
清仓
DHR
DANAHER CORPORATION
-$206.2K
0
-100%
减持
TXN
TEXAS INSTRS INC
+$206.1K
11,045
-5%
建仓
PSX
PHILLIPS 66
+$204.6K
1,715
清仓
EOG
EOG RES INC
-$203.6K
0
-100%
清仓
ARCC
ARES CAPITAL CORP
-$202.6K
0
-100%
清仓
POOL
POOL CORP
-$202.2K
0
-100%
减持
CRM
SALESFORCE INC
-$193.2K
10,663
-8%
增持
USPH
U S PHYSICAL THERAPY
+$191.9K
11,615
+17%
减持
XLE
SELECT SECTOR SPDR TR
-$187.2K
19,200
-1%
减持
SNPS
SYNOPSYS INC
-$182.0K
458
-53%
减持
JNJ
JOHNSON & JOHNSON
-$179.7K
8,117
-5%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$178.2K
31,382
-11%
减持
SPGI
S&P GLOBAL INC
-$174.2K
4,719
-10%
减持
MRK
MERCK & CO INC
-$171.5K
12,085
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$153.3K
3,658
+3%
增持
NVO
NOVO-NORDISK A S
+$152.6K
5,732
+64%
增持
MA
MASTERCARD INCORPORATED
+$148.3K
1,547
+18%
增持
AXP
AMERICAN EXPRESS CO
+$147.4K
1,683
+16%
减持
SCHG
SCHWAB STRATEGIC TR
+$145.6K
52,689
-5%
增持
INTU
INTUIT
+$136.4K
492
+20%
增持
FNDC
SCHWAB STRATEGIC TR
+$135.4K
21,835
+1%
增持
PANW
PALO ALTO NETWORKS INC
+$132.2K
3,371
+3%
减持
BHST
BIOHARVEST SCIENCES INC
-$129.1K
21,648
-51%
增持
SBUX
STARBUCKS CORP
+$127.5K
6,899
+34%
减持
KR
KROGER CO
-$126.5K
38,925
-10%
减持
JPM
JPMORGAN CHASE & CO.
+$122.9K
17,904
-13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$122.6K
526
-22%
增持
FNDA
SCHWAB STRATEGIC TR
+$121.3K
41,982
+6%
减持
—
CARNIVAL CORP
+$120.6K
16,429
-6%
减持
SPDW
SPDR INDEX SHS FDS
+$120.3K
37,528
-2%
减持
SCHZ
SCHWAB STRATEGIC TR
-$119.3K
43,401
-11%
减持
SGOL
ETFS GOLD TR
-$114.9K
81,365
-10%
减持
PFE
PFIZER INC
-$114.4K
54,716
-4%
减持
AMGN
AMGEN INC
-$113.4K
1,005
-21%
减持
UNP
UNION PAC CORP
-$111.8K
2,159
-16%
