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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 130 项
建仓 14
增持 24
减持 55
清仓 37
方向
标的
Δ市值
现股数(环比)
减持
INTU
INTUIT INC
-$4.5M
1,125
-87%
减持
NVDA
NVIDIA CORP
+$3.0M
7,548
-2%
增持
GOOGL
ALPHABET INC. CLASS A
+$2.4M
31,457
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。
+88%
减持
CVX
CHEVRON CORP
-$2.3M
15,933
-51%
建仓
OTIS
OTIS WORLDWIDE CORP
+$2.3M
23,043
减持
DIS
WALT DISNEY CO
-$1.8M
615
-97%
减持
AAPL
APPLE INC
-$1.8M
70,899
-2%
建仓
PHM
PULTEGROUP INC
+$1.6M
13,446
增持
HSY
HERSHEY CO
+$1.6M
8,558
+3323%
建仓
ROK
ROCKWELL AUTOMATION
+$1.6M
5,489
减持
GE
GENERAL ELECTRIC CO TRADES WITH DUE BILLS
+$959.6K
20,702
-1%
减持
META
META PLATFORMS INC CLASS A
+$897.2K
6,865
-0%
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$818.9K
43,605
-17%
减持
MSFT
MICROSOFT CORP
+$745.1K
19,916
-2%
减持
AMD
ADVANCED MICRO DEVICE IN
+$732.2K
24,564
-2%
减持
MRK
MERCK & CO. INC.
+$658.7K
33,206
-3%
减持
AMZN
AMAZON.COM INC
+$544.4K
27,376
-5%
减持
SYK
STRYKER CORP
+$500.3K
8,759
-0%
增持
BHP
BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS
-$459.3K
43,432
+0%
增持
MBSD
FLEXSHARES DISCIPLINED DURTN MBS ETF
+$453.0K
259,121
+10%
减持
MBB
ISHARES MBS ETF
-$442.6K
26
-99%
清仓
VTSAX
VANGUARD TOTAL STOCK MKT IDX ADM
-$431.3K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
+$401.7K
16,857
-4%
增持
TMO
THERMO FISHER SCNTFC
+$348.8K
4,466
+6%
减持
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
-$347.8K
300
-90%
减持
CRM
SALESFORCE INC
+$322.4K
10,247
-2%
减持
LOW
LOWES COMPANIES INC
+$320.1K
13,716
-4%
增持
WMT
WALMART INC
+$315.4K
53,794
+190%
减持
BAC
BANK OF AMERICA CORP
+$313.0K
85,955
-2%
减持
SPY
SPDR S&P 500 ETF
-$258.6K
1,860
-28%
减持
COST
COSTCO WHOLESALE CO
+$251.0K
5,361
-4%
清仓
VWUAX
VANGUARD US GROWTH ADMIRAL
-$237.8K
0
-100%
减持
ELV
ELEVANCE HEALTH INC
+$211.3K
6,324
-3%
减持
AME
AMETEK INC
+$197.6K
16,656
-4%
减持
STZ
CONSTELLATION BRAND CLASS A
+$192.8K
9,823
-4%
减持
SRE
SEMPRA
-$184.1K
41,792
-2%
减持
GLD
SPDR GOLD SHARES ETF
-$183.0K
560
-64%
减持
—
NXP SEMICONDUCTORS F
+$171.1K
11,694
-1%
清仓
FCNTX
FIDELITY CONTRAFUND
-$159.3K
0
-100%
增持
USIG
ISHARES BRD USD INV GRD CORP BD ETF
+$158.2K
75,434
+5%
减持
V
VISA INC CLASS A
+$140.7K
9,847
-2%
减持
TSLA
TESLA INC
-$120.0K
1,138
-12%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$117.3K
8,503
+17%
增持
EFA
ISHARES MSCI EAFE ETF
+$116.9K
2,416
+139%
清仓
VEIRX
VANGUARD EQUITY-INCOME ADM
-$116.3K
0
-100%
清仓
—
T. ROWE PRICE EQUITY INDEX 500
-$110.6K
0
-100%
减持
MSM
MSC INDL DIRECT INC CLASS A
-$105.0K
550
-65%
建仓
HYGV
FLEXSHAR HG YLD VLU SCORBD INDX ETF
+$102.8K
2,500
减持
ULTA
ULTA BEAUTY INC.
+$95.6K
5,096
-3%
清仓
POMIX
T. ROWE PRICE TOTAL EQUITY MARKET IDX
-$92.6K
0
-100%
清仓
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I
-$92.1K
0
-100%
增持
LNG
CHENIERE ENERGY INC
-$81.8K
9,385
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$79.4K
863
-5%
建仓
FHI
FEDERATED HERMES INC CLASS B
+$75.9K
2,100
建仓
MELI
MERCADOLIBRE INC
+$75.6K
50
清仓
WSO
WATSCO INC
-$74.1K
0
-100%
清仓
XLRE
REAL ESTATE SELECT SCTR SPDR ETF
-$73.5K
0
-100%
清仓
VMGMX
VANGUARD MID-CAP GROWTH INDEX ADMIRAL
-$69.5K
0
-100%
增持
—
ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
+$68.6K
16,978
+6%
清仓
TTD
THE TRADE DESK INC CLASS A
-$64.8K
0
-100%
清仓
ATR
APTARGROUP INC
-$54.6K
0
-100%
减持
MAS
MASCO CORP
+$51.4K
7,251
-7%
建仓
DOO
BRP INC F
+$50.3K
750
增持
KIM
KIMCO REALTY CORP REIT
+$50.3K
92,769
+12%
清仓
PRILX
PARNASSUS CORE EQUITY INSTITUTIONAL
-$48.0K
0
-100%
减持
VOO
VANGUARD S&P 500 ETF
-$47.4K
1,437
-15%
减持
OABI
OMNIAB INC
-$46.5K
8,500
-43%
清仓
—
FERROGLOBE PLC F
-$45.6K
0
-100%
建仓
CCK
CROWN HOLDINGS INC
+$42.8K
540
清仓
VSH
VISHAY INTERTECH
-$40.7K
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICA
-$40.7K
0
-100%
减持
DE
DEERE & CO
-$39.8K
9,953
-4%
减持
QCOM
QUALCOMM INC
+$38.9K
1,695
-1%
清仓
CVS
CVS HEALTH CORP
-$36.7K
0
-100%
减持
VST
VISTRA ENERGY CORP
+$35.9K
1,400
-13%
增持
SNY
SANOFI S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
+$35.5K
28,459
+5%
清仓
—
EXXON MOBIL CORP
-$34.2K
0
-100%
减持
CSCO
CISCO SYSTEMS INC
-$32.9K
200
-76%
清仓
MNA
INDEXIQ MERGER ARBITRAGEETF
-$32.8K
0
-100%
清仓
IMBBY
IMPERIAL BRANDS PLC FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$32.6K
0
-100%
建仓
AXON
AXON ENTERPRISE INC
+$31.3K
100
建仓
CRWD
CROWDSTRIKE HLDGS INC CLASS A
+$30.5K
95
清仓
VSMAX
VANGUARD SMALL CAP INDEX ADM
-$26.6K
0
-100%
清仓
NDSN
NORDSON CORP
-$26.4K
0
-100%
增持
IMCV
ISHARES MORNINGSTAR MID CAP ETF
+$24.5K
3,750
+3%
清仓
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$23.7K
0
-100%
建仓
GRVY
GRAVITY CO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
+$22.8K
300
减持
—
EASTERLY GOVT PPTYS REIT
-$19.1K
8,512
-2%
减持
CVCO
CAVCO INDUSTRIES INC
-$17.9K
340
-23%
清仓
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$17.7K
0
-100%
增持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
+$17.6K
3,155
+11%
增持
ILMN
ILLUMINA INC
+$17.0K
200
+167%
减持
MXF
MEXICO FUND INC
-$16.6K
4,000
-18%
增持
DG
DOLLAR GENERAL CORP
+$16.2K
801
+0%
增持
XBIL
US TREASURY 6 MONTH BILLETF
+$16.2K
502
+179%
减持
IWP
ISHARES RUSSELL MID CAP GROWTH ETF
+$16.1K
1,660
-0%
增持
PFE
PFIZER INC
+$16.0K
1,200
+100%
减持
MCFT
MASTERCRAFT BOAT HLD
-$15.9K
1,000
-43%
减持
EMBJ
EMBRAER S A FSPONSORED ADR 1 ADR REPS 4 ORD SHS
-$15.4K
1,500
-50%
减持
NOC
NORTHROP GRUMMAN CO
-$15.3K
7,664
-3%
清仓
BLV
VANGUARD LONG TERM BOND ETF
-$14.9K
0
-100%
减持
PMTS
CPI CARD GROUP INC
-$14.6K
900
-44%
减持
ABT
ABBOTT LABORATORIES
+$12.2K
24,458
-3%
清仓
VSS
VGRD FTSE ALL WRLD EX USSML CAP ETF
-$11.5K
0
-100%
减持
—
BURFORD CAPITAL LIMITE F
-$11.3K
3,200
-20%
建仓
IEF
ISHARES 7-10 YEAR TRSURYBOND ETF
+$11.0K
116
减持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
-$11.0K
2,005
-9%
清仓
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$9.6K
0
-100%
清仓
VFIAX
VANGUARD 500 INDEX ADMIRAL
-$9.4K
0
-100%
减持
MDY
SPDR S&P MIDCAP 400 ETF
-$9.0K
438
-12%
清仓
VGSTX
VANGUARD STAR INV
-$9.0K
0
-100%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$8.9K
1,087
+22%
减持
URNM
SPROTT URANIUM MINERS ETF
-$8.7K
900
-18%
建仓
CAVA
CAVA GROUP INC
+$7.0K
100
增持
PEP
PEPSICO INC
+$5.9K
148
+25%
减持
SHY
ISHARES 1-3 YEAR TREASRYBOND ETF
-$4.9K
48
-55%
清仓
KBE
SPDR S&P BANK ETF
-$4.6K
0
-100%
清仓
AMT
AMERN TOWER CORP REIT
-$4.1K
0
-100%
减持
CIVI
CIVITAS RES INC
-$3.8K
400
-20%
建仓
U
UNITY SOFTWARE INC
+$2.7K
100
减持
ACIC
AMERICAN COASTAL INSURAN
-$1.7K
2,500
-17%
增持
ACWI
ISHARES MSCI ACWI ETF
+$1.2K
137
+1%
增持
HNDL
STRATGY SHARS NASDAQ 7HANDL INDX ETF
+$547
614
+2%
增持
SPSB
SPDR SHORT TERM CORPORATE BND ETF
+$168
1,036
+1%
清仓
—
C V SCIENCES INC
-$4
0
-100%
清仓
—
BREITLING ENERGY CO XXXREGISTRATION REVOKED BY THE SEC EFF: 11/01/16
+$0
0
-100%
清仓
—
NEWAGE INC XXXBANKRUPTCY EFF: 05/05/23
+$0
0
-100%
清仓
—
BALTIA AIR LINES INC XXXREGISTRATION REVOKED BY THE SEC EFF: 03/11/19
+$0
0
-100%
清仓
—
TITAN OIL & GAS INC XXXREGISTRATION REVOKED BY THE SEC EFF: 09/20/19
+$0
0
-100%
清仓
—
WINLAND OCEAN SHIP
+$0
0
-100%
