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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 113 项
建仓 16
增持 35
减持 50
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$2.7M
70,616
-0%
增持
NVDA
NVIDIA CORP
+$2.4M
74,830
+891%
减持
SRE
SEMPRA
-$1.7M
16,730
-60%
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
MSCI
MSCI INC
+$1.5M
3,205
减持
CRM
SALESFORCE INC
-$1.5M
6,118
-40%
减持
ULTA
ULTA BEAUTY INC.
-$1.5M
3,015
-41%
建仓
AZO
AUTOZONE INC
+$1.4M
473
清仓
—
ASTRAZENECA PLC FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
-$1.2M
0
-100%
增持
ZTS
ZOETIS INC CLASS A
+$1.1M
6,547
+6720%
减持
KIM
KIMCO REALTY CORP REIT
-$1.1M
37,637
-59%
减持
BHP
BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS
-$982.3K
26,683
-39%
建仓
—
UBS GROUP AG F
+$979.3K
33,150
减持
GOOGL
ALPHABET INC. CLASS A
+$973.5K
31,410
-0%
建仓
LLY
ELI LILLY AND CO
+$944.3K
1,043
减持
SNY
SANOFI S A FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
-$795.7K
12,106
-57%
建仓
EVR
EVERCORE INC CLASS A
+$694.3K
3,331
增持
COST
COSTCO WHOLESALE CO
+$646.2K
5,382
+0%
增持
MBSD
FLEXSHARES DISCIPLINED DURTN MBS ETF
+$549.8K
287,338
+11%
建仓
—
HOLOGIC INC
+$549.2K
7,397
建仓
EXP
EAGLE MATERIALS INC
+$545.0K
2,506
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$537.7K
48,983
+12%
增持
MSFT
MICROSOFT CORP
+$535.4K
19,945
+0%
增持
LOW
LOWES COMPANIES INC
-$451.1K
13,802
+1%
增持
AMD
ADVANCED MICRO DEVICE IN
-$438.5K
24,629
+0%
减持
DE
DEERE & CO
-$391.4K
9,894
-1%
减持
WMT
WALMART INC
+$388.4K
53,540
-0%
减持
GE
GE AEROSPACE
-$356.2K
20,618
-0%
减持
AMZN
AMAZON.COM INC
+$348.9K
27,358
-0%
增持
USIG
ISHARES BRD USD INV GRD CORP BD ETF
+$326.4K
82,777
+10%
增持
NOC
NORTHROP GRUMMAN CO
-$323.8K
7,672
+0%
增持
BKNG
BOOKING HOLDINGS INC
+$311.7K
869
+1%
减持
MRK
MERCK & CO. INC.
-$301.5K
32,957
-1%
减持
AME
AMETEK INC
-$271.8K
16,643
-0%
减持
ABT
ABBOTT LABORATORIES
-$271.3K
24,142
-1%
减持
—
NXP SEMICONDUCTORS F
+$206.8K
11,536
-1%
减持
TMO
THERMO FISHER SCNTFC
-$174.1K
4,379
-2%
减持
V
VISA INC CLASS A
-$167.2K
9,833
-0%
减持
STZ
CONSTELLATION BRAND CLASS A
-$148.2K
9,800
-0%
减持
BAC
BANK OF AMERICA CORP
+$141.3K
85,509
-1%
减持
ELV
ELEVANCE HEALTH INC
+$129.1K
6,290
-1%
增持
SYK
STRYKER CORP
-$127.4K
8,839
+1%
减持
LNG
CHENIERE ENERGY INC
+$124.0K
9,367
-0%
增持
AVGO
BROADCOM INC
+$123.8K
352
+6%
减持
META
META PLATFORMS INC CLASS A
+$123.4K
6,856
-0%
建仓
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I
+$90.9K
6,426
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF IV
+$89.6K
2,046
+2%
清仓
RFI
COHEN STEERS TOTAL RETUR
-$81.7K
0
-100%
减持
OTIS
OTIS WORLDWIDE CORP
-$81.5K
22,917
-1%
清仓
MXF
MEXICO FUND INC
-$76.9K
0
-100%
增持
SPY
SPDR S&P 500 ETF
+$74.7K
1,925
+3%
减持
DG
DOLLAR GENERAL CORP
-$71.9K
402
-50%
清仓
UHAL/B
U HAUL HOLDING NON VOTIN
-$60.0K
0
-100%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$55.4K
9,041
+6%
清仓
MSM
MSC INDL DIRECT INC CLASS A
-$53.4K
0
-100%
清仓
XLV
SELECT SECTOR HEALTH CARE SPDR ETF
-$44.3K
0
-100%
增持
HYGV
FLEXSHAR HG YLD VLU SCORBD INDX ETF
+$38.6K
3,500
+40%
减持
—
VALARIS LTD F
-$37.9K
300
-63%
增持
XBIL
US TREASURY 6 MONTH BILLETF
+$35.3K
1,207
+140%
减持
VST
VISTRA ENERGY CORP
-$34.7K
731
-48%
减持
JPM
J P MORGAN CHASE & CO
-$33.1K
16,530
-2%
增持
VOO
VANGUARD S&P 500 ETF
+$32.9K
1,447
+1%
清仓
—
DIAMOND HILL INVT GP CLASS A
-$30.8K
0
-100%
减持
URNM
SPROTT URANIUM MINERS ETF
-$29.6K
300
-67%
减持
NTDOY
NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHS
-$28.3K
4,000
-33%
减持
PHIN
PHINIA INC
-$27.0K
2,000
-27%
减持
CVCO
CAVCO INDUSTRIES INC
-$26.6K
315
-7%
减持
NSP
INSPERITY INC
-$26.5K
250
-44%
减持
OABI
OMNIAB INC
-$25.4K
5,500
-35%
清仓
MCFT
MASTERCRAFT BOAT HLD
-$23.7K
0
-100%
清仓
VSAT
VIASAT INC
-$22.6K
0
-100%
增持
PHM
PULTEGROUP INC
+$20.6K
14,918
+11%
减持
—
GMS INC
-$19.8K
600
-14%
减持
SBUX
STARBUCKS CORP
-$19.3K
275
-38%
增持
CVX
CHEVRON CORP
+$18.9K
16,188
+2%
增持
HSY
HERSHEY CO
-$18.1K
8,956
+5%
增持
ROK
ROCKWELL AUTOMATION
-$17.4K
5,746
+5%
建仓
CAT
CATERPILLAR INC
+$16.7K
50
减持
TSLA
TESLA INC
+$16.2K
1,093
-4%
建仓
AEO
AMERN EAGLE OUTFITRS
+$16.0K
800
清仓
HNDL
STRATGY SHARS NASDAQ 7HANDL INDX ETF
-$13.0K
0
-100%
减持
—
BURFORD CAPITAL LIMITE F
-$12.0K
3,000
-6%
减持
ACWI
ISHARES MSCI ACWI ETF IV
-$10.6K
40
-71%
清仓
AA
ALCOA CORP
-$10.1K
0
-100%
减持
BA
BOEING CO
-$9.5K
650
-2%
减持
EMBJ
EMBRAER S A FSPONSORED ADR 1 ADR REPS 4 ORD SHS
-$7.7K
1,250
-17%
增持
IMCV
ISHARES MORNINGSTAR MID CAP ETF
-$6.8K
3,777
+1%
减持
GRVY
GRAVITY CO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$6.6K
200
-33%
增持
IWP
ISHARES RUSSELL MID CAP GROWTH ETF
-$6.3K
1,661
+0%
减持
CIVI
CIVITAS RES INC
-$6.2K
350
-13%
减持
INTU
INTUIT INC
-$5.0K
1,105
-2%
增持
MAS
MASCO CORP
+$5.0K
8,654
+19%
增持
ORGO
ORGANOGENESIS HOLDINGS ICLASS A
+$4.6K
5,452
+45%
增持
DOO
BRP INC F
+$4.1K
850
+13%
建仓
SOLV
SOLVENTUM CORP
+$3.7K
70
增持
IEF
ISHARES 7-10 YEAR TRSURYBOND ETF
+$3.5K
155
+34%
减持
ALOT
ASTRONOVA INC
-$3.2K
600
-14%
减持
PMTS
CPI CARD GROUP INC
+$3.0K
700
-22%
增持
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
+$2.7K
3,282
+4%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$2.4K
1,105
+2%
清仓
MBB
ISHARES MBS ETF
-$2.4K
0
-100%
减持
—
EASTERLY GOVT PPTYS REIT
-$1.5K
7,801
-8%
增持
EFA
ISHARES MSCI EAFE ETF
+$1.4K
2,481
+3%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$1.1K
50
-9%
增持
SPSB
SPDR SHORT TERM CORPORATE BND ETF
+$1.1K
1,076
+4%
减持
SHY
ISHARES 1-3 YEAR TREASRYBOND ETF
-$1.1K
35
-27%
建仓
ORLY
O REILLY AUTOMOTIVE
+$1.1K
1
增持
PFE
PFIZER INC
+$575
1,211
+1%
建仓
GRAL
GRAIL INC
+$508
33
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
-$310
132
-1%
增持
CART
MAPLEBEAR INC
+$255
23
+77%
建仓
—
BREITLING ENERGY CO XXXREGISTRATION REVOKED BY THE SEC EFF: 11/01/16
+$0
55
建仓
—
TITAN OIL & GAS INC XXXREGISTRATION REVOKED BY THE SEC EFF: 09/20/19
+$0
75
建仓
—
WINLAND OCEAN SHIP
+$0
1,250
