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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 1
增持 72
减持 72
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$8.8M
180,594
-1%
减持
AVGO
BROADCOM INC
+$6.0M
56,232
-1%
减持
QQQ
INVESCO QQQ TR
+$3.1M
38,160
-0%
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
MSTR
MICROSTRATEGY INC
+$2.7M
10,048
+106%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.4M
57,911
+1%
增持
CLS
CELESTICA INC
+$2.2M
27,047
+3%
减持
WFC
WELLS FARGO CO NEW
-$2.1M
1,109
-96%
减持
MSFT
MICROSOFT CORP
+$1.8M
16,060
-3%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$1.7M
32,567
+387%
减持
AAPL
APPLE INC
-$1.7M
42,495
-9%
减持
ORCL
ORACLE CORP
+$1.6M
20,609
-1%
增持
IESC
IES HLDGS INC
+$1.1M
8,042
+6%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$1.1M
18,541
+25%
增持
STRL
STERLING INFRASTRUCTURE INC
+$1.0M
8,299
+5%
减持
DOW
DOW INC
-$1.0M
99,685
-5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$893.9K
59,474
-1%
增持
MS
MORGAN STANLEY
+$859.8K
33,813
+1%
减持
KHC
KRAFT HEINZ CO
-$805.1K
141,902
-3%
减持
CAT
CATERPILLAR INC
+$755.8K
13,507
-1%
增持
KTOS
KRATOS DEFENSE & SEC SOLUTIO
+$744.2K
38,216
+10%
增持
ETHA
ISHARES ETHEREUM TR
+$698.8K
37,190
+4859%
减持
JNJ
JOHNSON & JOHNSON
-$689.8K
35,378
-4%
减持
GLW
CORNING INC
+$659.3K
100,856
-1%
减持
TXN
TEXAS INSTRS INC
+$650.4K
25,055
-1%
增持
—
NXP SEMICONDUCTORS N V
+$595.7K
20,733
+0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$590.4K
12,076
-3%
增持
TWLO
TWILIO INC
+$585.5K
16,651
+10%
增持
TPR
TAPESTRY INC
+$572.0K
27,645
+5%
增持
AGX
ARGAN INC
+$567.6K
5,583
+10%
增持
URBN
URBAN OUTFITTERS INC
+$529.4K
20,296
+13%
减持
BIPC
BROOKFIELD INFRASTRUCTURE CO
+$525.4K
107,881
-1%
增持
CLX
CLOROX CO DEL
-$518.1K
20,490
+1%
减持
CTO
CTO RLTY GROWTH INC NEW
-$508.1K
227,930
-1%
增持
SHOP
SHOPIFY INC
+$491.8K
12,133
+28%
减持
ABBV
ABBVIE INC
-$470.7K
13,043
-5%
增持
MRVL
MARVELL TECHNOLOGY INC
+$469.7K
21,762
+10%
增持
BLK
BLACKROCK INC
+$455.2K
3,281
+4%
减持
AMAT
APPLIED MATLS INC
+$449.8K
16,328
-7%
减持
R
RYDER SYS INC
+$445.8K
31,708
-1%
减持
UPS
UNITED PARCEL SERVICE INC
-$443.9K
36,315
-3%
增持
—
NOVA LTD
+$431.8K
4,587
+2%
增持
SHAK
SHAKE SHACK INC
+$425.0K
7,930
+1%
增持
ROAD
CONSTRUCTION PARTNERS INC
+$423.5K
10,197
+11%
增持
PANW
PALO ALTO NETWORKS INC
+$388.2K
7,978
+9%
增持
GBX
GREENBRIER COS INC
-$387.4K
95,284
+2%
减持
PG
PROCTER AND GAMBLE CO
-$371.1K
12,927
-9%
建仓
GRNY
TIDAL TRUST I
+$368.6K
16,250
减持
WHR
WHIRLPOOL CORP
+$357.3K
37,952
-2%
减持
APP
APPLOVIN CORP
+$356.6K
4,355
-1%
增持
RSI
RUSH STREET INTERACTIVE INC
+$341.5K
59,438
+17%
增持
MOD
MODINE MFG CO
+$332.5K
12,006
+8%
减持
META
META PLATFORMS INC
+$320.7K
2,045
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$313.9K
114,036
-1%
增持
LDOS
LEIDOS HOLDINGS INC
+$309.4K
8,814
+10%
增持
SNX
TD SYNNEX CORPORATION
+$306.2K
6,361
+19%
减持
CAH
CARDINAL HEALTH INC
+$302.1K
10,548
-1%
增持
PINE
ALPINE INCOME PPTY TR INC
-$293.9K
198,671
+3%
增持
—
SEMLER SCIENTIFIC INC
+$289.2K
34,438
+19%
增持
PYPL
PAYPAL HLDGS INC
+$285.4K
20,198
+8%
增持
POWL
POWELL INDS INC
+$273.2K
5,533
+6%
减持
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$271.7K
8,567
-11%
增持
AAOI
APPLIED OPTOELECTRONICS INC
+$271.4K
22,281
+14%
增持
AMSC
AMERICAN SUPERCONDUCTOR CORP
+$270.2K
12,889
+15%
增持
GTLS
CHART INDS INC
+$269.1K
7,920
+10%
增持
AMD
ADVANCED MICRO DEVICES INC
+$263.6K
6,212
+3%
增持
SYF
SYNCHRONY FINANCIAL
+$261.9K
12,558
+15%
减持
GOOGL
ALPHABET INC
+$257.9K
14,866
-3%
增持
GOOG
ALPHABET INC
+$257.9K
12,183
+0%
增持
EAT
BRINKER INTL INC
+$255.9K
5,417
+12%
增持
GTY
GETTY RLTY CORP NEW
-$251.7K
114,792
+5%
增持
CLH
CLEAN HARBORS INC
+$250.5K
5,412
+7%
增持
QTWO
Q2 HLDGS INC
+$249.7K
11,165
+12%
减持
MAA
MID-AMER APT CMNTYS INC
-$246.6K
5,707
-12%
减持
TSLX
SIXTH STREET SPECIALTY LENDI
+$246.4K
193,963
-1%
增持
HASI
HA SUSTAINABLE INFRA CAP INC
-$245.0K
135,829
+2%
减持
QCOM
QUALCOMM INC
+$244.9K
44,545
-0%
增持
BX
BLACKSTONE INC
+$239.0K
9,848
+12%
增持
NET
CLOUDFLARE INC
+$232.5K
2,521
+9%
增持
LRCX
LAM RESEARCH CORP
+$232.1K
8,885
+2%
减持
CTRE
CARETRUST REIT INC
+$229.9K
167,002
-2%
减持
ZS
ZSCALER INC
+$226.5K
2,056
-3%
减持
IRM
IRON MTN INC DEL
+$221.0K
14,160
-1%
增持
SMCI
SUPER MICRO COMPUTER INC
+$219.9K
13,913
+3%
减持
RDVI
FIRST TR EXCHANGE-TRADED FD
-$218.6K
69,388
-15%
增持
SKT
TANGER INC
-$214.3K
97,665
+3%
增持
—
FABRINET
+$212.2K
2,031
+4%
增持
—
FARO TECHNOLOGIES INC
+$209.7K
11,052
+9%
增持
LRN
STRIDE INC
+$202.0K
6,167
+13%
增持
EBAY
EBAY INC.
+$200.7K
16,211
+9%
增持
—
NORWEGIAN CRUISE LINE HLDG L
+$200.1K
45,503
+19%
减持
HTGC
HERCULES CAPITAL INC
-$199.8K
211,138
-0%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$198.7K
1,247
+1%
减持
XLG
INVESCO EXCHANGE TRADED FD T
+$195.7K
83,856
-8%
减持
—
CAMTEK LTD
+$193.3K
7,854
-2%
减持
SPG
SIMON PPTY GROUP INC NEW
-$192.3K
29,683
-1%
减持
NEE
NEXTERA ENERGY INC
-$182.5K
86,998
-1%
减持
KLAC
KLA CORP
+$179.8K
1,062
-6%
增持
ZWS
ZURN ELKAY WATER SOLNS CORP
+$178.5K
22,340
+15%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$176.6K
2,546
+6%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$175.4K
2,333
+283%
减持
SON
SONOCO PRODS CO
-$173.4K
14,780
-15%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$172.8K
3,660
+0%
减持
KO
COCA COLA CO
-$164.1K
17,867
-10%
增持
ISRG
INTUITIVE SURGICAL INC
+$161.9K
2,303
+5%
增持
WSM
WILLIAMS SONOMA INC
+$161.0K
5,529
+18%
减持
UNH
UNITEDHEALTH GROUP INC
-$160.7K
552
-13%
减持
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$155.3K
146,131
-1%
减持
FISV
FISERV INC
-$151.7K
2,252
-8%
减持
JPM
JPMORGAN CHASE & CO.
+$150.8K
5,039
-6%
减持
KMI
KINDER MORGAN INC DEL
+$145.1K
194,735
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$143.1K
9,662
-0%
清仓
—
PATTERSON COS INC
-$140.9K
0
-100%
减持
GBDC
GOLUB CAP BDC INC
-$139.9K
273,490
-0%
减持
CCI
CROWN CASTLE INC
-$138.5K
8,757
-12%
增持
REXR
REXFORD INDL RLTY INC
-$137.1K
81,340
+5%
增持
HY
HYSTER-YALE INC
-$135.7K
77,954
+0%
减持
NFLX
NETFLIX INC
+$135.6K
407
-7%
增持
MU
MICRON TECHNOLOGY INC
+$133.4K
3,663
+0%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$132.7K
0
-100%
增持
PSTG
PURE STORAGE INC
+$131.1K
8,727
+4%
增持
IWY
ISHARES TR
+$130.8K
3,669
+0%
减持
—
MEDTRONIC PLC
-$128.5K
13,072
-7%
减持
RCMT
RCM TECHNOLOGIES INC
+$127.0K
18,243
-6%
减持
PNNT
PENNANTPARK INVT CORP
-$124.1K
595,000
-0%
增持
DXPE
DXP ENTERPRISES INC
+$123.1K
8,124
+13%
增持
TSLA
TESLA INC
+$122.4K
1,712
+5%
减持
PPC
PILGRIMS PRIDE CORP
-$118.6K
11,605
-1%
减持
LLY
ELI LILLY & CO
-$117.7K
782
-11%
增持
RL
RALPH LAUREN CORP
+$117.7K
1,678
+8%
减持
MMM
3M CO
+$114.6K
32,360
-1%
减持
OBDC
BLUE OWL CAPITAL CORPORATION
-$113.9K
299,101
-0%
减持
IWM
ISHARES TR
-$113.6K
100
-85%
增持
CMI
CUMMINS INC
+$110.9K
3,525
+6%
减持
SBUX
STARBUCKS CORP
-$108.8K
6,621
-9%
清仓
RIV
RIVERNORTH OPPORTUNITIES FD
-$107.7K
0
-100%
增持
VEEV
VEEVA SYS INC
+$106.9K
1,457
+8%
减持
XLK
SELECT SECTOR SPDR TR
+$102.7K
2,915
-5%
减持
HD
HOME DEPOT INC
-$102.0K
11,360
-2%
减持
EMR
EMERSON ELEC CO
+$101.5K
8,895
-10%
清仓
IEF
ISHARES TR
-$100.4K
0
-100%
增持
LULU
LULULEMON ATHLETICA INC
-$97.8K
3,538
+7%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$96.4K
6,139
-6%
减持
FLR
FLUOR CORP NEW
+$96.3K
7,389
-6%
减持
VICI
VICI PPTYS INC
-$94.0K
154,463
-2%
清仓
XGLQX
CLOUGH GLOBAL EQUITY FD
-$92.5K
0
-100%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$90.1K
873
-50%
减持
ARCC
ARES CAPITAL CORP
-$89.6K
224,340
-1%
增持
D
DOMINION ENERGY INC
+$84.1K
62,191
+2%
减持
AMZN
AMAZON COM INC
+$83.0K
8,287
-9%
减持
FDX
FEDEX CORP
-$82.0K
1,627
-12%
