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Truvestments Capital LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Truvestments Capital LLC
报告期 2026-03-31 · CIK 0001750405
持仓数
1,176
前50大市值合计
$301.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 16
增持 108
减持 22
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
QCOM
QUALCOMM INC
+$1.6M
29,163
+0%
增持
AAPL
APPLE INC
+$1.1M
27,603
+4%
增持
AVGO
BROADCOM INC
+$1.0M
5,558
+1%
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
MSFT
MICROSOFT CORP
+$746.0K
11,508
+4%
减持
SPG
SIMON PPTY GROUP INC NEW
+$660.0K
22,353
-0%
增持
ABBV
ABBVIE INC
+$659.0K
21,992
+2%
增持
NEE
NEXTERA ENERGY INC
+$657.0K
43,825
+0%
增持
IRM
IRON MTN INC NEW
+$645.0K
70,937
+1%
减持
PG
PROCTER AND GAMBLE CO
+$644.0K
27,809
-0%
清仓
—
FIREEYE INC
-$543.0K
0
-100%
增持
SYNA
SYNAPTICS INC
+$490.0K
4,438
+0%
增持
IVV
ISHARES TR
+$455.0K
5,648
+9%
增持
—
TRITON INTL LTD
+$434.0K
51,976
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$424.0K
12,941
+0%
增持
STAG
STAG INDL INC
+$423.0K
47,314
+1%
减持
ELV
ANTHEM INC
+$409.0K
4,671
-1%
增持
NVDA
NVIDIA CORPORATION
+$381.0K
4,167
+2%
增持
—
MEDTRONIC PLC
-$370.0K
19,093
+2%
清仓
—
INOVALON HLDGS INC
-$365.0K
0
-100%
增持
MPT
MEDICAL PPTYS TRUST INC
+$358.0K
96,738
+1%
增持
—
CYRUSONE INC
+$319.0K
25,562
+0%
减持
T
AT&T INC
-$314.0K
71,111
-7%
建仓
—
VMWARE INC
+$307.0K
2,648
增持
ZS
ZSCALER INC
+$292.0K
4,546
+2%
清仓
—
CLOUDERA INC
-$286.0K
0
-100%
增持
MRVL
MARVELL TECHNOLOGY INC
+$283.0K
9,971
+2%
增持
DELL
DELL TECHNOLOGIES INC
-$281.0K
6,510
+5%
增持
VUG
VANGUARD INDEX FDS
+$276.0K
990
+583%
增持
—
NOVA LTD
+$276.0K
6,148
+1%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$250.0K
40,437
+2%
增持
QQQ
INVESCO QQQ TR
+$248.0K
4,970
+3%
减持
DLX
DELUXE CORP
-$241.0K
57,081
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$233.0K
8,575
+0%
增持
—
BROOKFIELD INFRASTRUCTURE CO
+$225.0K
26,341
+0%
增持
WPC
WP CAREY INC
+$218.0K
22,366
+1%
增持
SQ
BLOCK INC
-$215.0K
3,863
+10%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$215.0K
4,257
+11103%
增持
JNJ
JOHNSON & JOHNSON
+$215.0K
19,085
+1%
增持
UCTT
ULTRA CLEAN HLDGS INC
+$206.0K
13,077
+2%
建仓
VTV
VANGUARD INDEX FDS
+$199.0K
1,354
增持
SBUX
STARBUCKS CORP
+$195.0K
23,837
+1%
增持
AMAT
APPLIED MATLS INC
+$192.0K
5,915
+3%
减持
PFE
PFIZER INC
+$186.0K
13,716
-5%
增持
MU
MICRON TECHNOLOGY INC
+$186.0K
7,669
+3%
增持
MATV
SCHWEITZER-MAUDUIT INTL INC
-$182.0K
41,430
+1%
减持
VTR
VENTAS INC
-$182.0K
40,121
-1%
增持
AMD
ADVANCED MICRO DEVICES INC
+$179.0K
1,271
+3078%
增持
DOCU
DOCUSIGN INC
-$174.0K
2,456
+15%
增持
INGR
INGREDION INC
+$172.0K
20,537
+1%
减持
—
AMBARELLA INC
+$168.0K
3,738
-1%
增持
HUBS
HUBSPOT INC
+$164.0K
958
+39%
增持
TTD
THE TRADE DESK INC
+$163.0K
7,100
+2%
建仓
PSEP
INNOVATOR ETFS TR
+$156.0K
5,132
增持
CAT
CATERPILLAR INC
+$155.0K
10,257
+0%
增持
VICI
VICI PPTYS INC
+$153.0K
76,293
+1%
增持
MDB
MONGODB INC
+$152.0K
1,500
+10%
增持
ARCC
ARES CAPITAL CORP
+$151.0K
123,246
+2%
增持
CVS
CVS HEALTH CORP
+$143.0K
7,268
+2%
减持
KMB
KIMBERLY-CLARK CORP
+$142.0K
14,718
-1%
减持
JPM
JPMORGAN CHASE & CO
-$137.0K
2,363
-24%
增持
INTU
INTUIT
+$134.0K
1,120
+3%
增持
—
TWITTER INC
-$134.0K
9,412
+5%
减持
—
INVESCO LTD
-$134.0K
119,957
-0%
增持
SNPS
SYNOPSYS INC
+$134.0K
1,739
+3%
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$133.0K
3,542
+7%
增持
SDCCQ
SMILEDIRECTCLUB INC
-$132.0K
53,495
+10%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$132.0K
15,778
-2%
减持
INTC
INTEL CORP
-$126.0K
58,007
-1%
建仓
DHR
DANAHER CORPORATION
+$126.0K
384
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$123.0K
29,950
+2%
减持
TDOC
TELADOC HEALTH INC
-$123.0K
3,432
-1%
减持
CSCO
CISCO SYS INC
+$117.0K
14,465
-2%
增持
KLAC
KLA CORP
+$115.0K
1,197
+0%
增持
—
LAM RESEARCH CORP
+$113.0K
565
+10%
增持
TSLA
TESLA INC
+$110.0K
383
+1%
增持
—
TE CONNECTIVITY LTD
+$110.0K
3,829
+3%
减持
—
BROOKFIELD RENEWABLE CORP
-$107.0K
40,266
-2%
建仓
CCSI
CONSENSUS CLOUD SOLUTIONS IN
+$106.0K
1,827
增持
ACMR
ACM RESH INC
-$103.0K
5,103
+4%
增持
MSM
MSC INDL DIRECT INC
+$101.0K
20,029
+1%
建仓
SE
SEA LTD
+$96.0K
431
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$95.0K
1,327
+2%
增持
ZD
ZIFF DAVIS INC
-$91.0K
4,872
+5%
增持
—
NEOPHOTONICS CORP
+$89.0K
11,639
+13%
增持
—
VIRGIN GALACTIC HOLDINGS INC
-$89.0K
10,509
+15%
增持
CSX
CSX CORP
+$88.0K
11,086
+0%
增持
LCII
LCI INDS
+$88.0K
868
+148%
增持
—
ANAPLAN INC
-$87.0K
7,504
+6%
增持
IJR
ISHARES TR
+$87.0K
5,922
+9%
增持
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$85.0K
92,962
+0%
减持
MED
MEDIFAST INC
+$84.0K
8,596
-3%
增持
—
TRI POINTE HOMES INC
+$84.0K
10,089
+8%
增持
DT
DYNATRACE INC
-$82.0K
9,024
+2%
增持
GOOGL
ALPHABET INC
+$81.0K
292
+2%
增持
MO
ALTRIA GROUP INC
+$79.0K
39,766
+0%
增持
BOX
BOX INC
+$78.0K
23,852
+3%
增持
TER
TERADYNE INC
+$76.0K
1,133
+13%
增持
XLK
SELECT SECTOR SPDR TR
+$75.0K
2,865
+1%
增持
COST
COSTCO WHSL CORP NEW
+$74.0K
509
+6%
增持
UNP
UNION PAC CORP
+$73.0K
1,285
+1%
增持
LOW
LOWES COS INC
+$73.0K
1,301
+0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$69.0K
1,074
+14%
增持
KMI
KINDER MORGAN INC DEL
-$69.0K
100,311
+1%
建仓
—
CHIMERA INVT CORP
+$68.0K
4,502
增持
—
HILLENBRAND INC
+$68.0K
6,232
+4%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$65.0K
2,660
+39%
增持
WM
WASTE MGMT INC DEL
+$64.0K
3,603
+0%
增持
HD
HOME DEPOT INC
+$64.0K
654
+4%
增持
IVW
ISHARES TR
+$64.0K
6,452
+0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$64.0K
1,334
+4203%
增持
—
BOTTOMLINE TECH DEL INC
+$63.0K
2,779
+16%
增持
DGX
QUEST DIAGNOSTICS INC
+$63.0K
1,652
+8%
减持
CAH
CARDINAL HEALTH INC
+$63.0K
38,564
-1%
增持
VB
VANGUARD INDEX FDS
+$61.0K
1,113
+27%
增持
BGS
B & G FOODS INC NEW
+$59.0K
65,123
+0%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$59.0K
1,110
+2983%
增持
SFIX
STITCH FIX INC
-$58.0K
3,606
+14%
清仓
USMV
ISHARES TR
-$57.0K
0
-100%
增持
—
BROADMARK RLTY CAP INC
-$53.0K
155,586
+1%
增持
PEP
PEPSICO INC
+$53.0K
2,203
+0%
建仓
TWLO
TWILIO INC
+$53.0K
200
建仓
BND
VANGUARD BD INDEX FDS
+$52.0K
610
增持
SNAP
SNAP INC
-$52.0K
2,773
+13%
减持
SPY
SPDR S&P 500 ETF TR
+$52.0K
1,189
-1%
增持
PYPL
PAYPAL HLDGS INC
+$50.0K
754
+114%
建仓
KD
KYNDRYL HLDGS INC
+$50.0K
2,748
建仓
VTI
VANGUARD INDEX FDS
+$48.0K
200
增持
ABT
ABBOTT LABS
+$47.0K
2,077
+0%
建仓
OKTA
OKTA INC
+$45.0K
200
增持
AME
AMETEK INC
+$45.0K
1,236
+12%
增持
—
ACTIVISION BLIZZARD INC
-$44.0K
6,195
+5%
增持
BXMT
BLACKSTONE MTG TR INC
+$43.0K
70,624
+1%
增持
XLY
SELECT SECTOR SPDR TR
+$43.0K
1,723
+0%
建仓
—
SMART GLOBAL HLDGS INC
+$43.0K
600
建仓
OGN
ORGANON & CO
+$43.0K
1,406
增持
KHC
KRAFT HEINZ CO
-$41.0K
53,238
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$40.0K
5,989
-8%
增持
USIG
ISHARES TR
+$40.0K
12,769
+6%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$39.0K
7,985
+1%
增持
ULTA
ULTA BEAUTY INC
+$38.0K
433
+11%
增持
—
VIACOMCBS INC
-$38.0K
4,107
+0%
建仓
EL
LAUDER ESTEE COS INC
+$37.0K
100
增持
BWA
BORGWARNER INC
+$36.0K
1,722
+76%
增持
—
NEXTGEN HEALTHCARE INC
+$36.0K
5,146
+30%
增持
CRM
SALESFORCE COM INC
+$36.0K
2,178
+14%
增持
—
ZYNGA INC
-$35.0K
42,771
+4%
建仓
BSV
VANGUARD BD INDEX FDS
+$35.0K
430
减持
NKE
NIKE INC
+$35.0K
2,450
-5%
减持
MDLZ
MONDELEZ INTL INC
-$35.0K
720
-49%
增持
GILD
GILEAD SCIENCES INC
+$35.0K
849
+117%
