小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Trivant Custom Portfolio Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Trivant Custom Portfolio Group, LLC
报告期 2026-03-31 · CIK 0001977992
持仓数
82
前50大市值合计
$162.0M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 113 项
建仓 17
增持 36
减持 38
清仓 22
方向
标的
Δ市值
现股数(环比)
清仓
SCHW
CHARLES SCHWAB CORP
-$2.7M
0
-100%
建仓
JPM
JPMORGAN CHASE & CO
+$2.6M
17,970
清仓
DG
DOLLAR GENERAL CORP
-$2.6M
0
-100%
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。
建仓
GE
GENERAL ELECTRIC CO
+$2.3M
21,129
增持
AAPL
APPLE INC
-$1.6M
72,164
+1%
建仓
LNG
CHENIERE ENERGY INC
+$1.3M
7,701
清仓
NEM
NEWMONT CORP
-$1.2M
0
-100%
增持
INTU
INTUIT INC
+$462.3K
8,303
+1%
增持
MSFT
MICROSOFT CORP
-$411.0K
20,136
+1%
增持
CVX
CHEVRON CORP
+$404.8K
32,958
+1%
增持
CAG
CONAGRA BRANDS INC
-$393.1K
68,502
+2%
增持
MRK
MERCK & CO. INC.
-$386.4K
34,239
+1%
增持
ULTA
ULTA BEAUTY INC.
-$355.0K
5,261
+1%
减持
BKNG
BOOKING HOLDINGS INC
+$340.2K
915
-0%
减持
ABT
ABBOTT LABORATORIES
-$333.7K
25,155
-1%
减持
WAL
WESTERN ALLIANCE BNC
+$264.8K
43,311
-8%
增持
SRE
SEMPRA
-$242.5K
43,836
+98%
减持
KIM
KIMCO REALTY CORP REIT
-$236.8K
94,725
-2%
增持
AME
AMETEK INC
-$236.8K
17,399
+0%
增持
GOOGL
ALPHABET INC. CLASS A
+$233.6K
16,481
+3%
增持
LOW
LOWES COMPANIES INC
-$232.5K
14,269
+1%
减持
BAC
BANK OF AMERICA CORP
-$196.7K
88,245
-3%
减持
MRNA
MODERNA INC
-$183.0K
9,988
-0%
减持
SMMNY
SIEMENS HEALTHINEERS FUNSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
-$179.2K
55,138
-1%
增持
DIS
WALT DISNEY CO
-$165.4K
21,100
+0%
减持
NOC
NORTHROP GRUMMAN CO
-$143.5K
7,964
-1%
增持
WMT
WALMART INC
+$139.6K
18,406
+3%
减持
COST
COSTCO WHOLESALE CO
+$129.8K
5,513
-1%
减持
BAR
GRANITESHARES GOLD ETF
-$108.2K
5,000
-52%
增持
AMD
ADVANCED MICRO DEVICES I
-$104.3K
25,188
+6%
清仓
CASY
CASEYS GEN STORES
-$102.9K
0
-100%
建仓
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I
+$95.7K
6,426
减持
WSO
WATSCO INC
-$95.6K
173
-59%
清仓
SNA
SNAP ON INC
-$91.9K
0
-100%
清仓
TYL
TYLER TECHNOLOGIES
-$88.3K
0
-100%
清仓
TDY
TELEDYNE TECHNOLOGIE
-$87.2K
0
-100%
增持
MBSD
FLEXSHARES DISCIPLINED DURTN MBS ETF
+$86.8K
408,837
+4%
减持
TMO
THERMO FISHER SCNTFC
-$84.4K
4,646
-0%
减持
CVCO
CAVCO INDUSTRIES INC
-$84.1K
502
-32%
清仓
DKS
DICKS SPORTING GOODS
-$81.8K
0
-100%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$81.2K
56,915
+2%
清仓
TSCO
TRACTOR SUPPLY COMP
-$80.5K
0
-100%
增持
BHP
BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS
-$79.3K
44,130
+2%
增持
CRM
SALESFORCE INC
-$76.3K
10,546
+1%
清仓
MKC
MC CORMICK & CO INC
-$74.2K
0
-100%
建仓
PHIN
PHINIA INC
+$73.7K
2,750
清仓
CGNX
COGNEX CORP
-$71.3K
0
-100%
清仓
AAON
A A O N INC
-$67.8K
0
-100%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$67.5K
9,354
+21%
增持
STZ
CONSTELLATION BRAND CLASS A
+$67.1K
10,449
+1%
增持
V
VISA INC CLASS A
-$67.1K
10,040
+0%
增持
USIG
ISHARES BRD USD INV GRD CORP BD ETF
+$50.9K
70,723
+6%
减持
LSTR
LANDSTAR SYS INC
-$50.6K
173
-59%
增持
ELV
ELEVANCE HEALTH INC
-$49.7K
6,604
+0%
增持
AMZN
AMAZON.COM INC
+$44.4K
28,134
+4%
减持
MDY
SPDR S&P MIDCAP 400 ETF
-$44.2K
500
-12%
减持
ANSS
ANSYS INC
-$44.1K
87
-59%
建仓
NSP
INSPERITY INC
+$43.9K
450
减持
—
EASTERLY GOVT PPTYS REIT
-$43.2K
7,000
-18%
建仓
URNM
SPROTT URANIUM MINERS ETF
+$42.5K
900
清仓
—
PATTERSON COMPANIES
-$42.1K
0
-100%
清仓
IMKTA
INGLES MARKETS INC CLASS A
-$41.3K
0
-100%
增持
—
NXP SEMICONDUCTORS F
-$40.5K
11,685
+1%
增持
—
ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
-$40.2K
19,402
+3%
建仓
MBB
ISHARES MBS ETF
+$40.0K
450
清仓
DIBS
1STDIBS COMMON INC
-$37.4K
0
-100%
减持
SHY
ISHARES 1-3 YEAR TREASRYBOND ETF
-$36.7K
134
-77%
减持
ORGO
ORGANOGENESIS HOLDINGS ICLASS A
-$36.5K
3,750
-74%
增持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
+$31.2K
1,425
+54%
减持
ATR
APTARGROUP INC
-$30.7K
442
-40%
清仓
CCHGY
COCA COLA HBC LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$29.7K
0
-100%
减持
SNY
SANOFI S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
-$29.3K
28,800
-1%
减持
—
COOPER COMPANIES
-$28.8K
89
-40%
清仓
—
VMWARE INC CLASS A
-$28.7K
0
-100%
减持
CLB
CORE LABORATORIES N V
-$28.5K
867
-59%
减持
WDFC
WD-40 CO
-$27.6K
368
-32%
清仓
—
MEDTRONIC PLC F
-$27.3K
0
-100%
减持
CVS
CVS HEALTH CORP
+$26.3K
40,109
-0%
减持
IMBBY
IMPERIAL BRANDS PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$25.4K
1,500
-40%
减持
CHD
CHURCH & DWIGHT CO INC I
-$24.3K
316
-40%
清仓
—
CUTERA INC
-$24.2K
0
-100%
减持
VSH
VISHAY INTERTECH
-$23.9K
2,600
-13%
清仓
WSC
WILLSCOT MOBILE MINI HLDCLASS A
-$23.9K
0
-100%
减持
TTD
THE TRADE DESK INC CLASS A
-$23.8K
900
-26%
减持
EMBJ
EMBRAER S A FSPONSORED ADR 1 ADR REPS 4 ORD SHS
-$22.4K
4,000
-20%
建仓
ACIC
AMERICAN COASTAL INSURAN
+$22.1K
3,000
减持
MSM
MSC INDL DIRECT INC CLASS A
-$18.7K
1,714
-13%
建仓
—
FTAI FIN HOLDCO LTD F
+$17.8K
500
减持
—
DIAMOND HILL INVT GP CLASS A
-$17.7K
200
-33%
增持
EFA
ISHARES MSCI EAFE ETF
+$17.3K
2,378
+18%
建仓
BOOT
BOOT BARN HOLDINGS
+$17.1K
210
建仓
TREX
TREX CO INC
+$16.9K
275
增持
NVDA
NVIDIA CORP
+$13.9K
98
+44%
减持
PCOR
PROCORE TECHNOLOGIES INC
-$12.7K
863
-19%
减持
OABI
OMNIAB INC
-$12.7K
15,000
-17%
减持
MMM
3M CO
-$9.5K
280
-22%
建仓
—
SHARKNINJA INC F
+$9.3K
200
建仓
XBIL
US TREASURY 6 MONTH BILLETF
+$8.7K
174
减持
VST
VISTRA ENERGY CORP
+$5.6K
1,750
-13%
清仓
SOUN
SOUNDHOUND AI INC CLASS A
-$4.5K
0
-100%
建仓
META
META PLATFORMS INC CLASS A
+$4.5K
15
减持
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$4.0K
303
-9%
增持
VOO
VANGUARD S&P 500 ETF
-$3.6K
267
+0%
增持
TSLA
TESLA INC
-$3.6K
1,288
+3%
减持
—
VALARIS LTD F
+$3.3K
800
-11%
增持
PRILX
PARNASSUS CORE EQUITY INSTITUTIONAL
-$1.4K
820
+0%
增持
IMCV
ISHARES MORNINGSTAR MID CAP ETF
-$667
4,065
+5%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$521
1,175
+5%
增持
HNDL
STRATGY SHARS NASDAQ 7HANDL INDX ETF
-$514
593
+2%
建仓
CART
MAPLEBEAR INC
+$386
13
清仓
COIN
COINBASE GLOBAL INC CLASS A
-$215
0
-100%
增持
ACWI
ISHARES MSCI ACWI ETF
+$172
140
+5%
建仓
—
CRESTWOOD E LP-CONTRA
+$0
8,000
