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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 126 项
建仓 32
增持 33
减持 49
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
ROK
ROCKWELL AUTOMATION INC
-$1.5M
0
-100%
减持
AAPL
APPLE INC
+$1.0M
69,154
-1%
增持
AMD
ADVANCED MICRO DEVICE IN
-$987.3K
25,319
+3%
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。
减持
ELV
ELEVANCE HEALTH INC
-$984.5K
6,237
-1%
减持
AMZN
AMAZON.COM INC
+$892.6K
27,388
-0%
减持
NVDA
NVIDIA CORP
+$777.9K
73,843
-2%
减持
SHW
SHERWIN-WILLIAMS CO
-$718.7K
2,699
-37%
减持
NOC
NORTHROP GRUMMAN CORP
-$672.3K
7,152
-6%
减持
GOOGL
ALPHABET INC CLASS A
+$647.3K
31,056
-2%
减持
PHM
PULTEGROUP INC
-$644.3K
14,274
-7%
增持
MELI
MERCADOLIBRE INC
+$642.2K
438
+776%
减持
MBSD
FLEXSHARES DISCIPLINED DURTN MBS ETF
-$635.6K
263,814
-7%
增持
WSM
WILLIAMS SONOMA INC
+$617.5K
7,367
+53%
减持
BKNG
BOOKING HLDGS INC
+$589.5K
863
-2%
减持
MRK
MERCK & CO. INC.
-$587.1K
29,373
-5%
减持
GE
GE AEROSPACE
-$583.2K
19,763
-4%
减持
TMO
THERMO FISHER SCIENTIFIC
-$531.9K
4,207
-4%
减持
—
NXP SEMICONDUCTORS N V F
-$457.4K
11,012
-4%
减持
WMT
WALMART INC
+$453.7K
52,643
-1%
减持
HSY
HERSHEY CO
-$411.4K
4,223
-28%
减持
JPM
JPMORGAN CHASE & CO
+$406.8K
16,199
-2%
减持
V
VISA INC CLASS A
+$363.4K
9,728
-1%
减持
LOW
LOWES COS INC
-$349.9K
13,793
-0%
增持
LNG
CHENIERE ENERGY INC
+$337.0K
9,533
+0%
减持
CRM
SALESFORCE INC
+$334.4K
5,981
-2%
减持
BAC
BANK OF AMERICA CORP
+$328.8K
87,885
-1%
减持
ZTS
ZOETIS INC CLASS A
-$327.6K
6,267
-9%
增持
USIG
ISHARES BRD USD INV GRD CORP BD ETF
-$240.6K
162,723
+2%
增持
AVGO
BROADCOM INC
+$226.1K
3,520
+3%
增持
TSLA
TESLA INC
+$199.9K
1,203
+10%
增持
MSFT
MICROSOFT CORP
-$177.7K
20,344
+0%
减持
STZ
CONSTELLATION BRANDS INCCLASS A
-$162.8K
4,085
-1%
减持
MAS
MASCO CORP
-$153.7K
7,892
-9%
减持
LLY
ELI LILLY AND CO
-$153.1K
1,227
-1%
增持
FISV
FISERV INC
+$149.2K
5,070
+2%
增持
OTIS
OTIS WORLDWIDE CORP
-$147.3K
15,230
+2%
增持
UBER
UBER TECHNOLOGIES INC
-$132.3K
9,642
+2%
减持
SNY
SANOFI FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS
-$129.3K
11,987
-2%
减持
EXP
EAGLE MATLS INC
-$112.6K
2,557
-1%
减持
COST
COSTCO WHSL CORP NEW
+$112.2K
5,351
-1%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$103.8K
53,593
+3%
减持
FBIN
FORTUNE BRANDS INNOVATIO
-$98.9K
893
-50%
增持
AGG
ISHARES CORE US AGGREGATE BOND ETF
+$96.4K
1,130
+776%
减持
EVR
EVERCORE INC CLASS A
+$75.3K
3,433
-1%
增持
KIM
KIMCO RLTY CORP REIT
+$74.6K
46,292
+6%
减持
AME
AMETEK INC NEW
+$69.4K
16,353
-2%
增持
MSCI
MSCI INC
+$69.0K
3,325
+1%
增持
—
HOLOGIC INC
-$64.5K
8,348
+2%
减持
CVX
CHEVRON CORP NEW
-$64.3K
16,239
-1%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$63.7K
10,836
+7%
减持
ULTA
ULTA BEAUTY INC
+$59.7K
3,724
-7%
增持
NFLX
NETFLIX INC
+$59.1K
305
+2%
清仓
OXY
OCCIDENTAL PETE CORP
-$51.5K
0
-100%
减持
—
ASML HLDG N V FSPONSORED ADR 1 ADR REPS 1 ORD SHS
-$50.7K
35
-61%
减持
CDNS
CADENCE DESIGN SYS INC
-$50.3K
2,426
-16%
减持
—
UBS GROUP AG F
-$45.5K
32,061
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INCLASS A
+$41.3K
620
+313%
增持
AZO
AUTOZONE INC
+$41.0K
485
+1%
清仓
CE
CELANESE CORP DEL
-$40.8K
0
-100%
减持
—
BLACKSTONE REAL ESTATE INCOME TRUST CLASS I
-$40.2K
2,680
-52%
减持
SYK
STRYKER CORP
-$34.1K
9,439
-1%
建仓
PAVE
GLOBAL X US INFRA DVLPMNT ETF
+$32.4K
801
建仓
TJX
TJX COS INC NEW
+$26.0K
215
清仓
—
EASTERLY GOVT PPTYS INC REIT
-$24.9K
0
-100%
建仓
RTX
RTX CORP
+$23.1K
200
建仓
—
LESLIES INC
+$22.3K
10,000
增持
CAT
CATERPILLAR INC
+$22.2K
115
+130%
减持
DE
DEERE & CO
+$20.9K
9,828
-1%
减持
SRE
SEMPRA
+$19.8K
16,282
-3%
建仓
BA
BOEING CO
+$17.7K
100
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$17.2K
71
减持
SPY
SPDR S&P 500 ETF IV
+$15.8K
1,705
-1%
增持
EFA
ISHARES MSCI EAFE ETF
-$15.6K
2,569
+2%
建仓
HEFA
ISHARES CURRENCY HEDG MSCI EAFE ETF
+$15.3K
440
建仓
XHB
SPDR S&P HOMEBUILDERS ETF IV
+$15.0K
144
减持
ABT
ABBOTT LABS
-$15.0K
14,758
-0%
建仓
ICOW
PACER DEVLP MRT INTR CSHCW 100 ETF
+$14.1K
484
建仓
URA
GLOBAL X URANIUM ETF
+$13.3K
498
建仓
XLK
TECHNOLOGY SELECT SECTORSPDR ETF IV
+$13.0K
56
建仓
JNJ
JOHNSON & JOHNSON
+$13.0K
90
建仓
ALK
ALASKA AIR GROUP INC
+$12.9K
200
建仓
WAL
WESTERN ALLIANCE BANCORP
+$12.9K
155
建仓
CALF
PACER US SMALL CAP CASH COWS 100 ETF
+$12.6K
287
建仓
CPB
THE CAMPBELL'S CO
+$12.6K
300
建仓
HYGH
ISHARES INTEREST RATE HDG HI BND ETF
+$11.7K
136
建仓
GTO
INVSC TOTAL RETURN BOND ETF
+$11.7K
253
清仓
CSCO
CISCO SYS INC
-$10.6K
0
-100%
增持
PFE
PFIZER INC
+$10.6K
1,733
+42%
减持
MBC
MASTERBRAND INC
-$10.0K
443
-50%
增持
SJM
SMUCKER J M CO
+$9.9K
475
+36%
建仓
COWG
PACER US LRGE CAP CSH COWS ETF
+$9.7K
304
建仓
KCE
SPDR S&P CAPITAL MARKETSETF
+$9.6K
70
建仓
KMI
KINDER MORGAN INC DEL
+$9.6K
350
清仓
MRVL
MARVELL TECHNOLOGY INC
-$9.4K
0
-100%
建仓
AIQ
GLOBAL X FUND GLB X ART INTL TGY ETF
+$9.0K
234
建仓
DLR
DIGITAL RLTY TR INC REIT
+$8.9K
50
建仓
GXO
GXO LOGISTICS INC
+$8.7K
200
建仓
BUG
GLOBAL X CYBERSECURITY ETF
+$8.7K
270
建仓
EDIV
SPDR S&P EMERGING MARKETS DIVID ETF
+$7.9K
225
建仓
COWZ
PACER US CASH COWS 100 ETF
+$7.9K
140
清仓
—
PERION NETWORK LTD F
-$7.9K
0
-100%
建仓
IGBH
ISHARES INTE RAT HED LNGTRM COR ETF
+$7.7K
318
建仓
RING
ISHARES MSCI GLO GOLD MINERS ETF IV
+$7.7K
274
减持
MRNA
MODERNA INC
-$7.2K
20
-83%
增持
DG
DOLLAR GEN CORP NEW
+$5.6K
300
+48%
建仓
AMOM
QRAFT AI ENHNCD US LRG CAP MNTM ETF
+$4.5K
100
清仓
WY
WEYERHAEUSER CO REIT
-$3.4K
0
-100%
增持
NLCP
NEWLAKE CAP PARTNERS INC
+$3.4K
424
+112%
增持
SCHX
SCHWAB US LARGE CAP ETF
+$2.7K
4,800
+200%
增持
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$2.3K
1,142
+5%
建仓
—
GEELY AUTOMOBILE H ORDF
+$1.9K
1,000
减持
IWD
ISHARES RUSSELL 1000 VALUE ETF IV
-$1.7K
36
-18%
增持
IMCV
ISHARES MORNINGSTAR MID CAP ETF
-$1.5K
3,931
+3%
清仓
VNQ
VANGUARD REAL ESTATE ETF
-$1.5K
0
-100%
减持
META
META PLATFORMS INC CLASS A
-$1.5K
6,721
-2%
增持
MU
MICRON TECHNOLOGY INC
-$1.4K
600
+20%
减持
MDY
SPDR S&P MIDCAP 400 ETF IV
-$1.2K
401
-0%
减持
XBIL
US TREASURY 6 MONTH BILLETF
-$1.1K
520
-4%
建仓
MBLY
MOBILEYE GLOBAL INC CLASS A
+$996
50
减持
CRWD
CROWDSTRIKE HLDGS INC CLASS A
-$983
75
-21%
增持
SPSB
SPDR SHORT TERM CORPORATE BND ETF
+$236
1,023
+2%
增持
CAVA
CAVA GROUP INC
-$202
108
+8%
增持
IEF
ISHARES 7-10 YEAR TRSURYBOND ETF
+$82
176
+7%
清仓
—
TITAN OIL & GAS INC XXXREGISTRATION REVOKED BY THE SEC EFF: 09/20/19
+$0
0
-100%
清仓
—
WINLAND OCEAN SHIPPING C
+$0
0
-100%
清仓
—
BREITLING ENERGY CO XXXREGISTRATION REVOKED BY THE SEC EFF: 11/01/16
+$0
0
-100%
