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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 25
增持 19
减持 43
清仓 63
方向
标的
Δ市值
现股数(环比)
清仓
MBSD
FLEXSHARES DISCIPLINED
-$6.4M
0
-100%
建仓
SWVXX
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
+$4.1M
4,096,178
减持
NVDA
NVIDIA CORP
+$3.1M
67,310
-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。
清仓
ELV
ELEVANCE HEALTH INC
-$2.9M
0
-100%
减持
MSFT
MICROSOFT CORP
+$2.2M
19,437
-2%
清仓
TMO
THERMO FISHER SCIENTIFIC
-$2.1M
0
-100%
清仓
MRK
MERCK & CO. INC.
-$1.8M
0
-100%
建仓
RNMBY
RHEINMETALL
+$1.6M
3,890
增持
NVO
NOVO-NORDISK A S
+$1.5M
21,836
+80774%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.3M
4,549
-35%
建仓
TSM
TAIWAN SEMICONDUCTOR M FSPONSORED ADR
+$1.2M
5,447
减持
AAPL
APPLE INC
-$1.2M
63,057
-1%
建仓
TCEHY
TENCENT HLDGS LTD
+$1.1M
17,690
建仓
BYDDY
BYD CO LTD
+$1.1M
11,955
减持
GE
GE AEROSPACE
+$1.0M
19,033
-2%
清仓
PHM
PULTEGROUP INC
-$1.0M
0
-100%
建仓
SBGSY
SCHNEIDER ELEC SA
+$984.5K
18,444
减持
BKNG
BOOKING HLDGS INC
+$981.2K
865
-1%
减持
META
META PLATFORMS INC
+$919.9K
6,240
-2%
清仓
—
TOPBUILD CORP
-$773.1K
0
-100%
清仓
—
EATON CORP PLC F
-$771.5K
0
-100%
建仓
LVMUY
LVMH MOET HENNESSY LOU FSPONSORED ADR
+$731.8K
6,966
减持
AMZN
AMAZON COM INC
+$697.2K
26,879
-2%
减持
JPM
JPMORGAN CHASE & CO
+$682.2K
15,930
-1%
建仓
—
SCHWAB CA MUNICIPAL MONEY INV
+$650.0K
650,000
增持
CRWD
CROWDSTRIKE HLDGS INC
+$512.1K
3,119
+2%
增持
MELI
MERCADOLIBRE INC
+$496.7K
723
+1%
增持
ORCL
ORACLE CORP
+$435.7K
4,045
+26%
增持
NFLX
NETFLIX INC
+$435.6K
975
+5%
减持
CVX
CHEVRON CORP NEW
-$426.7K
16,187
-1%
减持
WMT
WALMART INC
+$386.3K
50,711
-3%
减持
AMD
ADVANCED MICRO DEVIC
+$382.0K
10,342
-2%
增持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$369.8K
64,696
+6%
减持
AVGO
BROADCOM INC
+$367.2K
3,470
-1%
建仓
—
UST INFL IDX
+$364.2K
225,000
减持
GOOGL
ALPHABET INC
+$324.5K
26,390
-6%
减持
ULTA
ULTA BEAUTY INC
+$281.0K
3,372
-5%
清仓
VOOV
VANGUARD S&P 500 VALUE
-$248.7K
0
-100%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$248.2K
13,141
+22%
减持
—
ASML HLDG N V
+$247.4K
1,807
-0%
减持
UBER
UBER TECHNOLOGIES INC
+$244.7K
12,259
-1%
减持
EVR
EVERCORE INC
+$240.1K
3,606
-2%
增持
—
UBS GROUP AG
+$217.3K
64,529
+1%
增持
LLY
ELI LILLY AND CO
+$214.3K
1,648
+27%
增持
SPEM
SPDR INDEX SHARES EMERG MARKT ETF
+$211.5K
36,273
+7%
清仓
VBR
VANGUARD SMALL CAP VALUE
-$186.3K
0
-100%
增持
FISV
FISERV INC
-$182.9K
5,552
+8%
减持
COST
COSTCO WHSL CORP NEW
+$174.4K
5,235
-1%
建仓
SNVXX
SCHWAB GOVERNMENT MONEY INV
+$172.9K
172,900
增持
RMD
RESMED INC
+$169.4K
4,724
+1%
减持
LOW
LOWES COS INC
-$169.1K
13,779
-0%
清仓
IWM
ISHARES RUSSELL 2000
-$159.6K
0
-100%
减持
SYK
STRYKER CORP
+$153.8K
9,281
-2%
减持
DHR
DANAHER CORP
-$149.6K
3,456
-15%
建仓
—
RBC BLUEBAY ACCESS CPTL COMMUNITY INVMA
+$147.7K
19,228
清仓
TDG
TRANSDIGM GROUP INC
-$138.3K
0
-100%
增持
LNG
CHENIERE ENERGY INC
+$134.0K
9,621
+1%
建仓
—
UST INFL IDX
+$127.5K
95,000
减持
DE
DEERE & CO
+$127.1K
3,607
-1%
清仓
MDY
SPDR S&P MIDCAP 400 ETF
-$125.9K
0
-100%
建仓
—
UST INFL IDX
+$124.4K
95,000
清仓
VEIRX
VANGUARD EQUITY-INCOME A
-$124.2K
0
-100%
减持
BAC
BANK OF AMERICA CORP
+$114.2K
34,278
-5%
减持
STZ
CONSTELLATION BRANDS INC
-$113.7K
3,723
-5%
清仓
AGG
ISHARES CORE US
-$108.7K
0
-100%
清仓
SCHX
SCHWAB US LARGE CAP ETF
-$106.0K
0
-100%
减持
SHOP
SHOPIFY INC
+$101.2K
5,810
-3%
减持
QQQ
INVESCO QQQ TRUST
-$100.4K
1,621
-24%
减持
OTIS
OTIS WORLDWIDE CORP
-$91.9K
14,729
-2%
增持
SNY
SANOFI
-$89.0K
18,454
+4%
清仓
PLTR
PALANTIR TECHNOLOGIES IN
-$86.1K
0
-100%
清仓
SDY
SPDR S&P DIVIDEND ETF
-$81.4K
0
-100%
减持
AME
AMETEK INC NEW
+$77.9K
9,769
-0%
增持
TSLA
TESLA INC
+$77.0K
1,250
+1%
减持
ZTS
ZOETIS INC
-$73.7K
7,245
-1%
增持
IMCV
ISHARES MORNINGSTAR MID CAP ETF
+$61.1K
5,687
+14%
清仓
DUK
DUKE ENERGY CORP NEW
-$61.0K
0
-100%
清仓
TQQQ
PROSHARES ULTRAPRO QQQ
-$60.7K
0
-100%
清仓
DIS
DISNEY WALT CO
-$60.7K
0
-100%
增持
EFA
ISHARES MSCI EAFE ETF
+$59.4K
3,756
+11%
清仓
IEI
ISHARES 3-7 YEAR TRERY
-$58.9K
0
-100%
减持
SHW
SHERWIN-WILLIAMS CO
-$56.3K
4,214
-2%
清仓
SJM
SMUCKER J M CO
-$56.2K
0
-100%
清仓
PRILX
PARNASSUS CORE EQUITY IN
-$55.6K
0
-100%
清仓
—
FTAI AVIATION LTD F
-$55.5K
0
-100%
减持
CDNS
CADENCE DESIGN SYS INC
+$54.8K
2,488
-11%
清仓
FBIN
FORTUNE BRANDS INNOVATIO
-$54.4K
0
-100%
清仓
VMGMX
VANGUARD MID-CAP GROWTH
-$53.8K
0
-100%
清仓
AXON
AXON ENTERPRISE INC
-$52.6K
0
-100%
清仓
MU
MICRON TECHNOLOGY INC
-$52.1K
0
-100%
建仓
—
FHLB
+$49.9K
50,000
减持
HSY
HERSHEY CO
-$49.3K
5,774
-2%
清仓
WMB
WILLIAMS COS INC
-$46.3K
0
-100%
减持
VWUAX
VANGUARD US GROWTH ADMIRAL
-$44.4K
1,121
-31%
清仓
PFE
PFIZER INC
-$44.2K
0
-100%
减持
SRE
SEMPRA
+$43.7K
16,143
-2%
清仓
NVR
NVR INC
-$43.5K
0
-100%
清仓
CNRG
SPDR S&P KENSHO CLEAN
-$42.8K
0
-100%
清仓
PKST
PEAKSTONE REALTY CL E
-$42.2K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$41.5K
0
-100%
建仓
—
MONEY MARKET POOL
+$41.2K
34,378
清仓
MMM
3M CO
-$41.1K
0
-100%
建仓
—
UST INFL
+$40.4K
25,000
增持
RCIRX
REGAN TOTAL RETURN INCOME INSTITUTIONAL
+$39.9K
449,123
+0%
建仓
—
ORIENTAL BANK
+$39.9K
40,000
建仓
—
MORGAN STANLEY PR
+$38.8K
39,000
减持
ABT
ABBOTT LABS
+$38.0K
14,621
-1%
清仓
CAT
CATERPILLAR INC
-$37.9K
0
-100%
减持
VOO
VANGUARD S&P 500 ETF
-$35.3K
1,247
-14%
减持
SPY
SPDR S&P 500 ETF
-$34.2K
1,674
-12%
清仓
GOOG
ALPHABET INC
-$31.2K
0
-100%
清仓
CVCO
CAVCO INDS INC DEL
-$31.2K
0
-100%
清仓
—
AERCAP HOLDINGS N V F
-$30.7K
0
-100%
清仓
WELL
WELLTOWER INC
-$30.6K
0
-100%
清仓
IEF
ISHARES 7-10 YEAR TRSURY
-$28.9K
0
-100%
清仓
WDFC
WD 40 CO
-$28.1K
0
-100%
清仓
UAL
UNITED AIRLINES HLDG
-$27.6K
0
-100%
清仓
SO
SOUTHERN CO
-$27.6K
0
-100%
建仓
SWTXX
SCHWAB MUNICIPAL MONEY INV
+$27.0K
27,000
增持
INFY
INFOSYS LTD
+$27.0K
51,955
+1%
清仓
RTX
RTX CORP
-$26.5K
0
-100%
清仓
DG
DOLLAR GEN CORP NEW
-$26.4K
0
-100%
清仓
TJX
TJX COS INC NEW
-$26.2K
0
-100%
减持
BBBI
BONDBLOXX BBB 5 10 YR COR BND ETF
+$25.9K
65,039
-1%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$25.9K
0
-100%
清仓
—
SHARKNINJA INC F
-$25.0K
0
-100%
建仓
—
FHLMC
+$24.9K
25,000
清仓
IBM
IBM CORP
-$24.9K
0
-100%
建仓
—
FFCB
+$24.8K
25,000
建仓
—
FHLB
+$24.8K
25,000
减持
WSM
WILLIAMS SONOMA INC
+$24.7K
7,338
-1%
建仓
—
FHLB
+$24.7K
25,000
建仓
—
FHLB
+$24.6K
25,000
建仓
—
FHLB
+$24.6K
25,000
清仓
ORGO
ORGANOGENESIS HLDGS INC
-$23.6K
0
-100%
清仓
PEP
PEPSICO INC
-$22.2K
0
-100%
清仓
—
NXP SEMICONDUCTORS N V F
-$21.9K
0
-100%
清仓
PRU
PRUDENTIAL FINL INC
-$21.7K
0
-100%
清仓
CROX
CROCS INC
-$21.2K
0
-100%
减持
VTSAX
VANGUARD TOTAL STOCK MKT IDX ADM
-$21.0K
3,219
-13%
清仓
ABBV
ABBVIE INC
-$21.0K
0
-100%
清仓
GLW
CORNING INC
-$18.3K
0
-100%
减持
V
VISA INC
+$18.3K
9,558
-1%
清仓
GLD
SPDR GOLD SHARES ETF
-$17.3K
0
-100%
清仓
BA
BOEING CO
-$17.1K
0
-100%
清仓
CAG
CONAGRA BRANDS INC
-$16.7K
0
-100%
减持
KIM
KIMCO RLTY CORP REIT
-$16.4K
48,068
-1%
清仓
URI
UNITED RENTALS INC
-$16.3K
0
-100%
清仓
GNRC
GENERAC HLDGS INC
-$15.8K
0
-100%
清仓
JNJ
JOHNSON & JOHNSON
-$14.9K
0
-100%
