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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 116 项
建仓 16
增持 40
减持 31
清仓 29
方向
标的
Δ市值
现股数(环比)
增持
USIG
ISHARES BRD USD INV GRD CORP BD ETF
+$4.3M
160,181
+94%
清仓
BHP
BHP GROUP LTD FSPONSORED ADR 1 ADR REPS 2 ORD SHS
-$1.5M
0
-100%
减持
STZ
CONSTELLATION BRANDS INCCLASS A
-$1.5M
4,135
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。
-58%
增持
SHW
SHERWIN-WILLIAMS CO
+$1.5M
4,287
+600%
减持
AAPL
APPLE INC
+$1.4M
69,959
-1%
建仓
FISV
FISERV INC
+$892.3K
4,967
减持
ABT
ABBOTT LABS
-$824.3K
14,773
-39%
建仓
CDNS
CADENCE DESIGN SYS INC
+$779.2K
2,875
建仓
WSM
WILLIAMS SONOMA INC
+$746.7K
4,820
建仓
UBER
UBER TECHNOLOGIES INC
+$713.9K
9,499
增持
LOW
LOWES COS INC
+$711.2K
13,860
+0%
减持
NOC
NORTHROP GRUMMAN CORP
+$684.0K
7,629
-1%
减持
WMT
WALMART INC
+$677.4K
53,283
-0%
减持
OTIS
OTIS WORLDWIDE CORP
-$648.2K
14,987
-35%
减持
GE
GE AEROSPACE
+$601.8K
20,572
-0%
减持
MRK
MERCK & CO. INC.
-$571.0K
30,901
-6%
增持
PHM
PULTEGROUP INC
+$556.3K
15,319
+3%
减持
HSY
HERSHEY CO
-$519.9K
5,874
-34%
增持
GOOGL
ALPHABET INC CLASS A
-$489.8K
31,544
+0%
增持
META
META PLATFORMS INC CLASS A
+$479.7K
6,877
+0%
增持
DE
DEERE & CO
+$446.6K
9,928
+0%
增持
SYK
STRYKER CORP
+$425.3K
9,502
+8%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$414.4K
52,188
+7%
增持
ULTA
ULTA BEAUTY INC
+$396.6K
4,009
+33%
增持
MSCI
MSCI INC
+$382.0K
3,304
+3%
减持
—
NXP SEMICONDUCTORS N V F
-$358.0K
11,442
-1%
清仓
TLT
ISHARES 20 PLS YEAR TREASURY BND ETF
-$301.2K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC
+$298.9K
4,398
+0%
增持
KIM
KIMCO RLTY CORP REIT
+$277.6K
43,496
+16%
增持
BKNG
BOOKING HLDGS INC
+$255.7K
878
+1%
清仓
DJP
BRCLYS BK IPATH BLOOM COMMODITY ETN
-$224.4K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$216.1K
5,404
+0%
增持
ZTS
ZOETIS INC CLASS A
+$213.7K
6,903
+5%
清仓
—
SUPER MICRO COMPUTER
-$204.8K
0
-100%
增持
EXP
EAGLE MATLS INC
+$198.6K
2,585
+3%
增持
EVR
EVERCORE INC CLASS A
+$182.0K
3,459
+4%
增持
AMZN
AMAZON.COM INC
-$170.9K
27,457
+0%
增持
MSFT
MICROSOFT CORP
-$161.7K
20,341
+2%
增持
LLY
ELI LILLY AND CO
+$156.0K
1,242
+19%
减持
MBSD
FLEXSHARES DISCIPLINED DURTN MBS ETF
+$144.5K
284,740
-1%
清仓
HYGV
FLEXSHAR HG YLD VLU SCORBD INDX ETF
-$141.4K
0
-100%
增持
SRE
SEMPRA
+$136.0K
16,842
+1%
增持
BAC
BANK OF AMERICA CORP
+$133.1K
89,056
+4%
减持
JPM
JPMORGAN CHASE & CO
+$132.9K
16,486
-0%
增持
V
VISA INC CLASS A
+$130.1K
9,860
+0%
增持
ELV
ELEVANCE HEALTH INC
-$122.9K
6,318
+0%
清仓
COMB
GRTSHRS BLMBRG CMDT STRTNO K 1 ETF
-$121.1K
0
-100%
增持
SNY
SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
+$120.0K
12,275
+1%
清仓
BA
BOEING CO
-$118.3K
0
-100%
增持
—
HOLOGIC INC
+$117.0K
8,179
+11%
减持
ROK
ROCKWELL AUTOMATION INC
-$116.5K
5,458
-5%
增持
CVX
CHEVRON CORP NEW
-$115.7K
16,408
+1%
增持
AZO
AUTOZONE INC
+$110.0K
480
+1%
增持
NVDA
NVIDIA CORP
-$106.0K
75,251
+1%
减持
GLD
SPDR GOLD SHARES ETF
-$105.8K
60
-89%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$104.7K
10,122
+12%
增持
AME
AMETEK INC NEW
+$103.8K
16,763
+1%
减持
CRM
SALESFORCE INC
+$92.3K
6,084
-1%
清仓
PHIN
PHINIA INC
-$78.7K
0
-100%
增持
LNG
CHENIERE ENERGY INC
+$73.7K
9,516
+2%
减持
—
EASTERLY GOVT PPTYS INC REIT
-$71.6K
1,836
-76%
减持
CVCO
CAVCO INDS INC DEL
-$70.5K
90
-71%
清仓
FHI
FEDERATED HERMES INC CLASS B
-$69.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF
-$64.2K
1,714
-11%
减持
VBR
VANGUARD SMALL CAP VALUEETF
-$63.9K
1,000
-31%
减持
VST
VISTRA CORP
-$59.2K
31
-96%
增持
QQQ
INVSC QQQ TRUST SRS 1 ETF
+$55.0K
2,121
+4%
清仓
DOO
BRP INC F
-$54.4K
0
-100%
清仓
NTDOY
NINTENDO LTD FSPONSORED ADR 1 ADR REP 0.25 ORD SHS
-$53.2K
0
-100%
增持
AMD
ADVANCED MICRO DEVICE IN
+$50.5K
24,656
+0%
清仓
—
GMS INC
-$48.4K
0
-100%
清仓
BAR
GRANITESHARES GOLD ETF
-$45.9K
0
-100%
建仓
SJM
SMUCKER J M CO
+$42.4K
350
建仓
SPG
SIMON PPTY GROUP INC NEWREIT
+$42.3K
250
清仓
CCK
CROWN HOLDINGS INC
-$40.2K
0
-100%
清仓
—
BURFORD CAPITAL LIMITE F
-$39.1K
0
-100%
减持
—
UBS GROUP AG F
+$38.3K
32,920
-1%
减持
DG
DOLLAR GEN CORP NEW
-$36.0K
203
-50%
减持
XBIL
US TREASURY 6 MONTH BILLETF
-$33.3K
541
-55%
清仓
EMBJ
EMBRAER S A FSPONSORED ADR 1 ADR REPS 4 ORD SHS
-$32.3K
0
-100%
增持
IMCV
ISHARES MORNINGSTAR MID CAP ETF
+$28.2K
3,829
+1%
清仓
ACIC
AMERICAN COASTAL INSURAN
-$26.4K
0
-100%
增持
AVGO
BROADCOM INC
+$24.8K
3,420
+872%
清仓
CIVI
CIVITAS RES INC
-$24.1K
0
-100%
清仓
NSP
INSPERITY INC
-$22.8K
0
-100%
清仓
—
VALARIS LTD F
-$22.4K
0
-100%
清仓
OABI
OMNIAB INC
-$20.6K
0
-100%
清仓
TREX
TREX CO INC
-$20.4K
0
-100%
清仓
PMTS
CPI CARD GROUP INC
-$19.1K
0
-100%
清仓
GRVY
GRAVITY CO LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$16.1K
0
-100%
增持
EFA
ISHARES MSCI EAFE ETF
+$15.5K
2,509
+1%
清仓
URNM
SPROTT URANIUM MINERS ETF
-$14.8K
0
-100%
减持
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I
-$13.4K
5,542
-14%
建仓
TOL
TOLL BROS INC
+$10.8K
70
建仓
BMY
BRISTOL MYERS SQUIBB CO
+$10.3K
200
建仓
HPQ
HP INC
+$9.9K
275
建仓
MRVL
MARVELL TECHNOLOGY INC
+$9.4K
130
清仓
ALOT
ASTRONOVA INC
-$9.3K
0
-100%
建仓
MRNA
MODERNA INC
+$8.0K
120
清仓
AMPH
AMPHASTAR PHARMA INC
-$8.0K
0
-100%
清仓
—
SIRIUS XM HLDGS INC
-$5.7K
0
-100%
建仓
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$5.6K
150
减持
MDY
SPDR S&P MIDCAP 400 ETF
-$4.8K
403
-8%
建仓
SIRI
SIRIUSXM HLDGS INC
+$4.7K
200
建仓
NLCP
NEWLAKE CAP PARTNERS INC
+$4.0K
200
建仓
WY
WEYERHAEUSER CO REIT
+$3.4K
100
减持
EEM
ISHARES MSCI EMERGING MARKETS ETF
+$3.0K
1,091
-1%
减持
DUK
DUKE ENERGY CORP NEW
+$2.5K
500
-9%
增持
IEF
ISHARES 7-10 YEAR TRSURYBOND ETF
+$1.7K
165
+6%
减持
SPSB
SPDR SHORT TERM CORPORATE BND ETF
-$1.6K
1,001
-7%
增持
PFE
PFIZER INC
+$1.5K
1,222
+1%
建仓
VNQ
VANGUARD REAL ESTATE ETF
+$1.5K
15
减持
SHY
ISHARES 1-3 YEAR TREASRYBOND ETF
-$1.0K
22
-37%
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF
-$372
44
-12%
减持
AGG
ISHARES CORE US AGGREGATE BOND ETF
+$250
129
-2%
清仓
—
RITE AID CORP
-$6
0
-100%
