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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 33
增持 57
减持 18
清仓 42
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$54.8M
304,809
+174%
增持
AMZN
AMAZON COM INC
+$24.7M
138,757
+431%
增持
SPY
SPDR S&P 500 ETF TR
+$22.1M
38,635
+561%
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。
增持
NVDA
NVIDIA CORPORATION
+$18.7M
128,244
+289%
清仓
VB
VANGUARD INDEX FDS
-$15.9M
0
-100%
增持
META
META PLATFORMS INC
+$13.5M
23,008
+399%
清仓
JMBS
JANUS DETROIT STR TR
-$12.1M
0
-100%
增持
BAC
BANK AMERICA CORP
+$10.5M
266,586
+287%
减持
LII
LENNOX INTL INC
-$10.0M
177,727
-2%
建仓
AVDV
AMERICAN CENTY ETF TR
+$7.8M
87,812
增持
MSFT
MICROSOFT CORP
+$7.8M
40,408
+53%
清仓
MUNI
PIMCO ETF TR
-$7.3M
0
-100%
清仓
CORP
PIMCO ETF TR
-$7.2M
0
-100%
增持
IAU
ISHARES GOLD TR
+$6.9M
103,876
+858%
清仓
SCHX
SCHWAB STRATEGIC TR
-$5.9M
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$4.0M
0
-100%
清仓
NUV
NUVEEN MUN VALUE FD INC
-$3.6M
0
-100%
清仓
FNDX
SCHWAB STRATEGIC TR
-$3.5M
0
-100%
增持
AVGO
BROADCOM INC
+$2.9M
36,236
+10%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$2.8M
42,489
清仓
SCHM
SCHWAB STRATEGIC TR
-$2.7M
0
-100%
清仓
FNDF
SCHWAB STRATEGIC TR
-$2.7M
0
-100%
减持
GOVT
ISHARES TR
-$2.2M
365,418
-21%
清仓
QQQ
INVESCO QQQ TR
-$1.9M
0
-100%
清仓
VIOO
VANGUARD ADMIRAL FDS INC
-$1.7M
0
-100%
清仓
SCHV
SCHWAB STRATEGIC TR
-$1.6M
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$1.5M
0
-100%
清仓
SPDW
SPDR INDEX SHS FDS
-$1.5M
0
-100%
清仓
VMBS
VANGUARD SCOTTSDALE FDS
-$1.5M
0
-100%
增持
BHST
BIOHARVEST SCIENCES INC
+$1.4M
168,013
+676%
增持
LRCX
LAM RESEARCH CORP
+$1.3M
32,683
+5%
清仓
FNDA
SCHWAB STRATEGIC TR
-$1.2M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.2M
80,072
-0%
增持
JPM
JPMORGAN CHASE & CO.
+$1.2M
20,159
+13%
建仓
IWB
ISHARES TR
+$1.1M
2,953
清仓
VV
VANGUARD INDEX FDS
-$1.1M
0
-100%
清仓
IWO
ISHARES TR
-$1.0M
0
-100%
增持
ABBV
ABBVIE INC
+$1.0M
18,205
+6%
清仓
SCHZ
SCHWAB STRATEGIC TR
-$1.0M
0
-100%
清仓
FNDC
SCHWAB STRATEGIC TR
-$918.1K
0
-100%
增持
ORCL
ORACLE CORP
+$891.4K
9,415
+17%
减持
FAST
FASTENAL CO
+$879.1K
138,985
-2%
增持
TSLA
TESLA INC
+$813.9K
4,742
+16%
建仓
TLT
ISHARES TR
+$809.4K
9,057
建仓
MU
MICRON TECHNOLOGY INC
+$800.8K
4,786
清仓
VO
VANGUARD INDEX FDS
-$768.6K
0
-100%
增持
CVX
CHEVRON CORP NEW
+$765.7K
13,948
+43%
清仓
VSS
VANGUARD INTL EQUITY INDEX F
-$718.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$713.0K
68,004
+5%
建仓
T
AT&T INC
+$671.7K
23,785
建仓
GILD
GILEAD SCIENCES INC
+$617.7K
5,565
增持
CSCO
CISCO SYS INC
+$611.6K
12,848
+233%
增持
JNJ
JOHNSON & JOHNSON
+$601.0K
9,928
+22%
减持
TM
TOYOTA MOTOR CORP
-$577.0K
4,731
-45%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$565.1K
12,530
建仓
ANET
ARISTA NETWORKS INC
+$562.3K
3,859
增持
KMX
CARMAX INC
+$559.1K
123,742
+67%
减持
APH
AMPHENOL CORP NEW
+$544.1K
33,555
-8%
增持
IWF
ISHARES TR
+$529.6K
12,025
+0%
增持
CAT
CATERPILLAR INC
+$510.0K
5,184
+2%
建仓
VZ
VERIZON COMMUNICATIONS INC
+$505.5K
11,502
建仓
—
YD BIO LTD
+$466.5K
219,020
增持
MLM
MARTIN MARIETTA MATLS INC
+$463.2K
5,379
+1%
建仓
DVN
DEVON ENERGY CORP NEW
+$453.0K
12,921
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$447.4K
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$442.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
-$442.1K
9,880
+2%
增持
SGOL
ETFS GOLD TR
+$441.6K
81,712
+0%
减持
CRM
SALESFORCE INC
-$430.4K
10,452
-2%
增持
V
VISA INC
+$428.1K
16,984
+12%
减持
DHI
D R HORTON INC
+$424.9K
14,526
-8%
减持
PAYX
PAYCHEX INC
-$420.8K
16,935
-4%
减持
ALLY
ALLY FINL INC
-$418.6K
9,694
-53%
增持
CTVA
CORTEVA INC
-$410.9K
60,570
+0%
清仓
SUB
ISHARES TR
-$405.8K
0
-100%
增持
TPL
TEXAS PACIFIC LAND CORPORATI
-$401.1K
3,345
+0%
建仓
GLD
SPDR GOLD TR
+$399.9K
1,125
建仓
—
MEDTRONIC PLC
+$391.0K
4,106
增持
—
DUPONT DE NEMOURS INC
+$385.2K
41,098
+0%
建仓
ALKT
ALKAMI TECHNOLOGY INC
+$372.6K
15,000
增持
—
ALLEGION PLC
+$371.2K
8,972
+6%
建仓
IEFA
ISHARES TR
+$369.1K
4,228
减持
KR
KROGER CO
-$363.8K
36,022
-7%
清仓
PPA
INVESCO EXCHANGE TRADED FD T
-$361.2K
0
-100%
清仓
HMC
HONDA MOTOR LTD
-$356.3K
0
-100%
减持
HD
HOME DEPOT INC
+$351.9K
9,193
-0%
减持
DOW
DOW INC
-$347.5K
97,280
-0%
清仓
VGT
VANGUARD WORLD FD
-$344.4K
0
-100%
增持
LLY
ELI LILLY & CO
+$335.7K
3,460
+17%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$334.8K
0
-100%
清仓
OUST
OUSTER INC
-$334.0K
0
-100%
增持
PEP
PEPSICO INC
+$334.0K
6,716
+46%
增持
AMAT
APPLIED MATLS INC
+$329.3K
7,821
+13%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$327.3K
6,464
清仓
PWR
QUANTA SVCS INC
-$326.3K
0
-100%
增持
SLB
SCHLUMBERGER LTD
+$321.6K
17,489
+112%
增持
KLAC
KLA CORP
+$316.6K
1,161
+11%
清仓
PDP
INVESCO EXCHANGE TRADED FD T
-$312.1K
0
-100%
增持
PFE
PFIZER INC
+$304.2K
63,994
+17%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$301.5K
1,753
-36%
增持
TJX
TJX COS INC NEW
+$300.6K
4,977
+47%
增持
LMT
LOCKHEED MARTIN CORP
+$298.7K
2,875
+17%
清仓
ELV
ELEVANCE HEALTH INC
-$297.6K
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$294.5K
1,648
增持
IWM
ISHARES TR
+$293.0K
2,688
+62%
建仓
IVW
ISHARES TR
+$289.0K
2,394
建仓
CVS
CVS HEALTH CORP
+$287.9K
3,819
增持
IVV
ISHARES TR
+$287.2K
2,238
+15%
建仓
USIG
ISHARES TR
+$286.4K
5,484
清仓
VYM
VANGUARD WHITEHALL FDS
-$283.8K
0
-100%
清仓
MOAT
VANECK ETF TRUST
-$280.8K
0
-100%
增持
NTAP
NETAPP INC
+$272.9K
14,805
+7%
增持
MA
MASTERCARD INCORPORATED
+$267.2K
1,998
+29%
增持
TMUS
T-MOBILE US INC
+$263.4K
2,414
+83%
增持
UNH
UNITEDHEALTH GROUP INC
+$263.0K
2,322
+34%
增持
IWD
ISHARES TR
+$259.9K
8,879
+11%
建仓
USTB
VICTORY PORTFOLIOS II
+$258.7K
5,074
增持
LOW
LOWES COS INC
+$258.3K
2,818
+39%
建仓
ECL
ECOLAB INC
+$256.3K
936
建仓
PLTR
PALANTIR TECHNOLOGIES INC
+$255.9K
1,403
增持
GS
GOLDMAN SACHS GROUP INC
+$255.0K
605
+89%
清仓
VTV
VANGUARD INDEX FDS
-$254.7K
0
-100%
增持
RTX
RTX CORPORATION
+$253.1K
6,040
+16%
减持
ZTS
ZOETIS INC
-$252.1K
11,423
-7%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$252.1K
4,994
增持
—
VERITEX HLDGS INC
+$249.8K
20,133
+24%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$247.1K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$244.6K
944
+79%
建仓
AWK
AMERICAN WTR WKS CO INC NEW
+$243.2K
1,747
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$239.3K
0
-100%
建仓
KMI
KINDER MORGAN INC DEL
+$238.7K
8,432
清仓
VUG
VANGUARD INDEX FDS
-$238.5K
0
-100%
建仓
IJH
ISHARES TR
+$234.9K
3,599
建仓
DHR
DANAHER CORPORATION
+$232.8K
1,174
建仓
DE
DEERE & CO
+$225.4K
493
建仓
UBER
UBER TECHNOLOGIES INC
+$222.9K
2,275
减持
MS
MORGAN STANLEY
+$214.0K
21,170
-5%
建仓
REXR
REXFORD INDL RLTY INC
+$213.9K
5,203
清仓
EEFT
EURONET WORLDWIDE INC
-$210.4K
0
-100%
增持
ACVA
ACV AUCTIONS INC
-$209.7K
92,270
+33%
建仓
POOL
POOL CORP
+$208.1K
671
增持
PG
PROCTER AND GAMBLE CO
+$206.0K
8,269
+24%
清仓
SCHF
SCHWAB STRATEGIC TR
-$203.3K
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$202.7K
47,637
+8%
增持
WMT
WALMART INC
+$202.1K
13,380
+11%
减持
—
ASML HOLDING N V
+$202.1K
1,246
-1%
增持
TXN
TEXAS INSTRS INC
-$200.5K
11,390
+3%
减持
PANW
PALO ALTO NETWORKS INC
-$198.9K
2,411
-28%
增持
QCOM
QUALCOMM INC
+$194.2K
6,107
+18%
增持
MSI
MOTOROLA SOLUTIONS INC
+$191.9K
2,835
+8%
