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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 43
增持 54
减持 51
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
-$1.1M
29,791
+0%
减持
—
INVESCO LTD
-$897.0K
104,804
-7%
减持
SPG
SIMON PPTY GROUP INC NEW
-$892.0K
20,628
-5%
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
—
TRITON INTL LTD
-$845.0K
55,025
+3%
减持
INTC
INTEL CORP
-$757.0K
52,562
-4%
增持
AVGO
BROADCOM INC
-$756.0K
5,935
+3%
减持
MSFT
MICROSOFT CORP
-$680.0K
11,437
-3%
增持
QCOM
QUALCOMM INC
-$662.0K
29,940
+2%
增持
AMZN
AMAZON COM INC
-$588.0K
10,420
+1904%
减持
NVDA
NVIDIA CORPORATION
-$566.0K
4,434
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$543.0K
9,174
+6%
减持
DLX
DELUXE CORP
-$516.0K
51,708
-5%
减持
CAT
CATERPILLAR INC
-$515.0K
9,361
-5%
减持
VTR
VENTAS INC
-$506.0K
34,954
-6%
减持
SPY
SPDR S&P 500 ETF TR
-$478.0K
4,979
-5%
清仓
—
ANAPLAN INC
-$472.0K
0
-100%
减持
IVV
ISHARES TR
-$470.0K
5,206
-3%
减持
ZS
ZSCALER INC
-$462.0K
4,100
-8%
增持
MPT
MEDICAL PPTYS TRUST INC
-$441.0K
109,224
+10%
减持
MO
ALTRIA GROUP INC
-$435.0K
33,437
-5%
增持
IRM
IRON MTN INC NEW
-$415.0K
73,271
+2%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$414.0K
84,866
-4%
增持
DOW
DOW INC
-$404.0K
42,088
+4%
增持
STAG
STAG INDL INC
-$391.0K
55,181
+9%
减持
SBUX
STARBUCKS CORP
-$387.0K
22,168
-3%
减持
SYNA
SYNAPTICS INC
-$378.0K
4,413
-2%
清仓
—
ZYNGA INC
-$377.0K
0
-100%
减持
—
BROOKFIELD RENEWABLE CORP
-$375.0K
34,932
-6%
增持
—
BROOKFIELD INFRASTRUCTURE CO
-$372.0K
33,803
+41%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$318.0K
17,796
+5%
增持
UPS
UNITED PARCEL SERVICE INC
-$305.0K
13,899
+5%
增持
—
MEDTRONIC PLC
-$298.0K
21,092
+7%
减持
MRVL
MARVELL TECHNOLOGY INC
-$294.0K
9,707
-3%
减持
GOOG
ALPHABET INC
-$287.0K
415
-3%
减持
MDB
MONGODB INC
-$281.0K
1,411
-3%
增持
ARCC
ARES CAPITAL CORP
-$279.0K
135,425
+5%
减持
SQ
BLOCK INC
-$279.0K
3,419
-5%
建仓
WBD
WARNER BROS DISCOVERY INC
+$271.0K
20,166
减持
MSM
MSC INDL DIRECT INC
-$268.0K
18,194
-5%
减持
T
AT&T INC
-$262.0K
62,919
-6%
增持
QQQ
INVESCO QQQ TR
-$255.0K
5,729
+12%
减持
BGS
B & G FOODS INC NEW
-$252.0K
58,657
-4%
增持
AMAT
APPLIED MATLS INC
-$237.0K
6,320
+3%
建仓
HD
HOME DEPOT INC
+$213.0K
775
增持
O
REALTY INCOME CORP
+$213.0K
6,514
+94%
增持
VICI
VICI PPTYS INC
+$212.0K
84,818
+4%
减持
IVW
ISHARES TR
-$211.0K
4,781
-27%
增持
PG
PROCTER AND GAMBLE CO
-$209.0K
28,334
+1%
减持
TTD
THE TRADE DESK INC
-$209.0K
7,376
-1%
建仓
MRK
MERCK & CO INC
+$205.0K
2,251
减持
CGNX
COGNEX CORP
-$203.0K
5,391
-4%
增持
NNN
NATIONAL RETAIL PROPERTIES I
+$203.0K
10,123
+96%
增持
TXN
TEXAS INSTRS INC
-$199.0K
11,771
+8%
增持
PINE
ALPINE INCOME PPTY TR INC
+$197.0K
25,984
+82%
减持
CSCO
CISCO SYS INC
-$196.0K
14,252
-1%
减持
GOOGL
ALPHABET INC
-$195.0K
296
-2%
减持
MU
MICRON TECHNOLOGY INC
-$188.0K
7,791
-2%
减持
—
ZENDESK INC
-$188.0K
3,883
-2%
建仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$187.0K
1,528
增持
—
FRANCHISE GROUP INC
+$185.0K
12,190
+108%
增持
CMI
CUMMINS INC
+$185.0K
2,081
+96%
增持
CTO
CTO RLTY GROWTH INC NEW
+$181.0K
7,194
+85%
增持
—
BROADMARK RLTY CAP INC
-$181.0K
200,447
+14%
建仓
MPC
MARATHON PETE CORP
+$181.0K
2,200
增持
NEE
NEXTERA ENERGY INC
-$180.0K
47,411
+4%
增持
BXMT
BLACKSTONE MTG TR INC
-$180.0K
79,036
+6%
减持
UCTT
ULTRA CLEAN HLDGS INC
-$180.0K
13,316
-2%
建仓
KO
COCA COLA CO
+$179.0K
2,850
建仓
FDX
FEDEX CORP
+$179.0K
790
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$177.0K
1,638
减持
—
PATTERSON COS INC
-$175.0K
46,284
-5%
减持
ELV
ELEVANCE HEALTH INC
-$174.0K
4,131
-6%
减持
HUBS
HUBSPOT INC
-$173.0K
928
-2%
增持
ABBV
ABBVIE INC
-$167.0K
22,180
+1%
增持
WHR
WHIRLPOOL CORP
+$166.0K
2,391
+103%
建仓
GLW
CORNING INC
+$165.0K
5,225
增持
PII
POLARIS INC
+$165.0K
5,939
+47%
减持
—
AMBARELLA INC
-$162.0K
4,008
-1%
建仓
WTRG
ESSENTIAL UTILS INC
+$161.0K
3,506
增持
INGR
INGREDION INC
+$161.0K
23,043
+7%
增持
WPC
WP CAREY INC
+$161.0K
25,443
+6%
建仓
ULTA
ULTA BEAUTY INC
+$160.0K
416
建仓
XLV
SELECT SECTOR SPDR TR
+$159.0K
1,241
增持
—
SPIRIT RLTY CAP INC NEW
+$157.0K
10,061
+108%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$157.0K
10,648
+105%
增持
TSLA
TESLA INC
-$152.0K
398
+2%
增持
RITM
NEW RESIDENTIAL INVT CORP
+$150.0K
43,830
+87%
减持
OLED
UNIVERSAL DISPLAY CORP
-$147.0K
2,019
-4%
增持
TDOC
TELADOC HEALTH INC
-$146.0K
3,894
+2%
建仓
PSEP
INNOVATOR ETFS TR
+$144.0K
5,132
建仓
—
TRI POINTE HOMES INC
+$144.0K
8,518
增持
SACH
SACHEM CAP CORP
+$139.0K
94,842
+96%
增持
MMM
3M CO
-$138.0K
15,896
+8%
减持
—
NOVA LTD
-$138.0K
5,893
-3%
增持
STWD
STARWOOD PPTY TR INC
-$137.0K
95,244
+8%
减持
DOCU
DOCUSIGN INC
-$137.0K
2,733
-0%
减持
MATV
SCHWEITZER-MAUDUIT INTL INC
-$137.0K
36,541
-5%
增持
—
NXP SEMICONDUCTORS N V
+$135.0K
2,641
+91%
增持
DIS
DISNEY WALT CO
-$135.0K
4,138
+8%
增持
META
META PLATFORMS INC
-$134.0K
2,357
+2%
建仓
—
AEROJET ROCKETDYNE HLDGS INC
+$132.0K
3,245
增持
—
WALGREENS BOOTS ALLIANCE INC
-$131.0K
47,678
+10%
建仓
SKT
TANGER FACTORY OUTLET CTRS I
+$130.0K
9,148
减持
HRI
HERC HLDGS INC
-$130.0K
1,581
-3%
增持
CWH
CAMPING WORLD HLDGS INC
+$129.0K
17,757
+96%
减持
BOX
BOX INC
-$128.0K
20,935
-7%
建仓
TAP
MOLSON COORS BEVERAGE CO
+$127.0K
2,331
建仓
BBSI
BARRETT BUSINESS SVCS INC
+$127.0K
1,746
建仓
AME
AMETEK INC
+$127.0K
1,156
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$126.0K
200
增持
BX
BLACKSTONE INC
+$125.0K
3,902
+114%
减持
INTU
INTUIT
-$123.0K
1,139
-2%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$123.0K
1,589
建仓
BRBR
BELLRING BRANDS INC
+$122.0K
4,921
增持
MTCH
MATCH GROUP INC NEW
-$121.0K
3,443
+1%
增持
ILPT
INDUSTRIAL LOGISTICS PPTYS T
+$118.0K
24,862
+143%
建仓
AFCG
AFC GAMMA INC
+$118.0K
7,687
减持
POWI
POWER INTEGRATIONS INC
-$118.0K
6,029
-2%
减持
ZD
ZIFF DAVIS INC
-$118.0K
4,499
-4%
增持
KLAC
KLA CORP
+$114.0K
2,385
+35%
减持
CRM
SALESFORCE INC
-$114.0K
2,163
-2%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$113.0K
1,473
建仓
LLY
LILLY ELI & CO
+$111.0K
343
建仓
—
NVENT ELECTRIC PLC
+$109.0K
3,472
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$108.0K
1,113
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$108.0K
1,018
-4%
增持
KMI
KINDER MORGAN INC DEL
-$105.0K
116,175
+7%
增持
—
BROOKFIELD INFRAST PARTNERS
-$104.0K
8,741
+32%
建仓
MCD
MCDONALDS CORP
+$104.0K
421
建仓
AMN
AMN HEALTHCARE SVCS INC
+$103.0K
940
建仓
CVX
CHEVRON CORP NEW
+$102.0K
703
建仓
LULU
LULULEMON ATHLETICA INC
+$101.0K
371
建仓
NVO
NOVO-NORDISK A S
+$100.0K
900
减持
CSX
CSX CORP
-$98.0K
10,908
-2%
减持
IJR
ISHARES TR
-$97.0K
5,521
-2%
建仓
DHR
DANAHER CORPORATION
+$97.0K
381
建仓
PRU
PRUDENTIAL FINL INC
+$96.0K
998
减持
VUG
VANGUARD INDEX FDS
-$96.0K
847
-15%
建仓
IWV
ISHARES TR
+$95.0K
436
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$95.0K
1,531
建仓
TER
TERADYNE INC
+$94.0K
1,047
减持
XLK
SELECT SECTOR SPDR TR
-$93.0K
2,907
-0%
建仓
GLD
SPDR GOLD TR
+$93.0K
550
建仓
CPB
CAMPBELL SOUP CO
+$90.0K
1,874
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$89.0K
54,943
+38%
建仓
—
DUPONT DE NEMOURS INC
+$88.0K
1,584
减持
UNP
UNION PAC CORP
-$88.0K
1,134
-6%
建仓
BA
BOEING CO
+$88.0K
640
建仓
VLO
VALERO ENERGY CORP
+$85.0K
800
建仓
AVAV
AEROVIRONMENT INC
+$85.0K
1,039
