Truvestments Capital LLC
SARASOTA FL · SEC CIK 0001750405
$6.73亿2026Q2 申报市值
1,142持仓数
27.0%前十大占比 · 第一大 5.2%
136 / 176新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
IVV 加仓+$76.85万
DELL 加仓+$66.18万
VUG 重新持有+$59.06万
VB 加仓+$50.12万
MU 加仓+$37.28万
2026Q2 卖出最多 按季末市值估算
SILA REALTY TRUS 减仓-$140.33万
VTI 减仓-$67.79万
BRK/B 减仓-$36.73万
COTERRA ENERGY I 清仓-$35.67万
OHI 减仓-$28.73万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TXN | TEXAS INSTRS INC | $648.07万 | 0.96% | 21,742 | -2 | -0.0% | -$596 | 减仓 |
| NEE | NEXTERA ENERGY INC | $654.43万 | 0.97% | 74,562 | 1,303 | 1.8% | $11.44万 | 加仓 |
| MSFT | MICROSOFT CORP | $660.03万 | 0.98% | 17,694 | -372 | -2.1% | -$13.88万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $674.14万 | 1.00% | 26,544 | -24 | -0.1% | -$6,095 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $689.45万 | 1.02% | 25,352 | 989 | 4.1% | $26.90万 | 加仓 |
| R | RYDER SYS INC | $699.89万 | 1.04% | 26,534 | 204 | 0.8% | $5.38万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $821.22万 | 1.22% | 27,568 | 1,101 | 4.2% | $32.80万 | 加仓 |
| QCOM | QUALCOMM INC | $839.78万 | 1.25% | 45,445 | 1,116 | 2.5% | $20.62万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $888.27万 | 1.32% | 20,588 | 1,534 | 8.1% | $66.18万 | 加仓 |
| CLS | CELESTICA INC | $969.67万 | 1.44% | 26,581 | 242 | 0.9% | $8.83万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,025.43万 | 1.52% | 14,183 | 160 | 1.1% | $11.57万 | 加仓 |
| CAT | CATERPILLAR INC | $1,137.03万 | 1.69% | 10,677 | -27 | -0.3% | -$2.88万 | 减仓 |
| AAPL | APPLE INC | $1,353.05万 | 2.01% | 46,760 | 944 | 2.1% | $27.32万 | 加仓 |
| AVGO | BROADCOM INC | $2,001.72万 | 2.97% | 52,990 | -186 | -0.3% | -$7.03万 | 减仓 |
| GLW | CORNING INC | $2,033.76万 | 3.02% | 79,621 | -600 | -0.7% | -$15.33万 | 减仓 |
| QQQ | INVESCO QQQ TR | $2,579.79万 | 3.83% | 35,032 | 394 | 1.1% | $29.01万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,661.99万 | 3.95% | 53,198 | -734 | -1.4% | -$36.73万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $3,530.34万 | 5.24% | 176,437 | -1,379 | -0.8% | -$27.59万 | 减仓 |