13F 机构持仓

Truvestments Capital LLC

SARASOTA FL · SEC CIK 0001750405

2026Q22026Q1 更早 9 个季度 🔒
$5.54亿2026Q1 申报市值
1,169持仓数
26.0%前十大占比 · 第一大 5.6%
191 / 58新建仓 / 清仓
申报市值走势$6.73亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 5.6%
BRK/B 4.7%
QQQ 3.6%
AVGO 3.0%
AAPL 2.1%
GLW 2.0%
CAT 1.4%
CLS 1.3%
NEE 1.2%
MSFT 1.2%

2026Q1 买入最多 按季末市值估算

DELL 加仓+$234.85万
OKE 加仓+$171.43万
CWEN 新建仓+$166.26万
CVX 加仓+$162.27万
ARI 新建仓+$161.69万

2026Q1 卖出最多 按季末市值估算

EPRT 减仓-$179.08万
D 减仓-$178.78万
CTO 减仓-$176.35万
NXPI 减仓-$171.30万
SKT 减仓-$170.67万

2026Q1 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
TFC TRUIST FINL CORP $7.69万0.01%1,672 00.0% — 不变
JOBY JOBY AVIATION INC $7.73万0.01%9,363 9,363— $7.73万 新建仓
VTR VENTAS INC $7.73万0.01%946 00.0% — 不变
XYZ BLOCK INC $7.75万0.01%1,287 -512-28.5% -$3.08万 减仓
BA BOEING CO $7.75万0.01%389 00.0% — 不变
SYNA SYNAPTICS INC $7.82万0.01%1,117 839301.8% $5.88万 加仓
CR CRANE COMPANY $7.86万0.01%460 10.2% $171 加仓
BSX BOSTON SCIENTIFIC CORP $7.92万0.01%1,263 00.0% — 不变
IBDV ISHARES TR $7.95万0.01%3,634 3,634— $7.95万 新建仓
— TOPBUILD COR $8.08万0.01%230 -87-27.4% -$3.06万 减仓
MGK VANGUARD WORLD FD $8.08万0.01%220 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $8.11万0.01%105 00.0% — 不变
MELI MERCADOLIBRE INC $8.13万0.01%47 40571.4% $6.92万 加仓
DBVT DBV TECHNOLOGIES S A $8.13万0.01%3,892 00.0% — 不变
IBDU ISHARES TR $8.14万0.01%3,498 3,498— $8.14万 新建仓
FLR FLUOR CORP $8.15万0.01%1,746 -929-34.7% -$4.33万 减仓
ASML ASML HLDG NV $8.19万0.01%62 55785.7% $7.26万 加仓
PR PERMIAN RESOURCES CORP $8.27万0.01%3,879 3,163441.8% $6.74万 加仓
EVRG EVERGY INC $8.28万0.01%1,011 616.4% $4,995 加仓
CRUS CIRRUS LOGIC INC $8.33万0.02%576 -124-17.7% -$1.79万 减仓
IYM ISHARES TR $8.36万0.02%475 00.0% — 不变
BABA ALIBABA GROUP HLDG LTD $8.41万0.02%670 600857.1% $7.53万 加仓
TWST TWIST BIOSCIENCE CORP $8.43万0.02%1,773 00.0% — 不变
PNC PNC FINL SVCS GROUP INC $8.43万0.02%405 -10-2.4% -$2,081 减仓
FISV FISERV INC $8.51万0.02%1,525 68481.3% $3.82万 加仓
RKLB ROCKET LAB CORP $8.52万0.02%1,326 00.0% — 不变
VDC VANGUARD WORLD FD $8.53万0.02%380 00.0% — 不变
BOX BOX INC $8.54万0.02%3,614 -64-1.7% -$1,513 减仓
PARR PAR PAC HOLDINGS INC $8.56万0.02%1,366 -157-10.3% -$9,834 减仓
BBIO BRIDGEBIO PHARMA INC $8.58万0.02%1,155 00.0% — 不变
EW EDWARDS LIFESCIENCES CORP $8.62万0.02%1,076 00.0% — 不变
UBER UBER TECHNOLOGIES INC $8.80万0.02%1,223 50069.2% $3.60万 加仓
FXH FIRST TR EXCHANGE-TRADED FD $8.87万0.02%808 10.1% $110 加仓
BTI BRITISH AMERN TOB PLC $8.91万0.02%1,524 00.0% — 不变
MSLC MORGAN STANLEY PATHWAY FDS $9.08万0.02%1,755 1,755— $9.08万 新建仓
VBK VANGUARD INDEX FDS $9.10万0.02%301 10.3% $302 加仓
ACMR ACM RESH INC $9.10万0.02%2,313 00.0% — 不变
AMG AFFILIATED MANAGERS GROUP $9.13万0.02%330 00.0% — 不变
— CALAMOS ETF TR $9.20万0.02%4,430 00.0% — 不变
— BITWISE XRP ETF $9.27万0.02%6,168 5,163513.7% $7.76万 加仓
ETR ENTERGY CORP NEW $9.31万0.02%828 50.6% $562 加仓
NGG NATIONAL GRID PLC $9.34万0.02%1,104 00.0% — 不变
GSK GSK PLC $9.39万0.02%1,701 513.1% $2,815 加仓
NKE NIKE INC $9.39万0.02%1,777 251.4% $1,321 加仓
CME CME GROUP INC $9.42万0.02%319 20.6% $590 加仓
— KALVISTA PHARMACEUTICALS INC $9.43万0.02%4,684 00.0% — 不变
GD GENERAL DYNAMICS CORP $9.46万0.02%276 145.3% $4,797 加仓
GS GOLDMAN SACHS GROUP INC $9.58万0.02%113 1414.1% $1.19万 加仓
NVO NOVO-NORDISK A S $9.62万0.02%2,617 97859.7% $3.59万 加仓
LASR NLIGHT INC $9.77万0.02%1,714 1,714— $9.77万 新建仓
WFC WELLS FARGO & CO $9.90万0.02%1,243 00.0% — 不变
VSAT VIASAT INC $9.92万0.02%2,166 2,0411,632.8% $9.35万 加仓
DIS DISNEY WALT CO $9.93万0.02%1,030 -43-4.0% -$4,146 减仓
LGN LEGENCE CORP $10.02万0.02%1,775 1,775— $10.02万 新建仓
GPC GENUINE PARTS CO $10.02万0.02%948 313.4% $3,278 加仓
ACI ALBERTSONS COS INC $10.15万0.02%5,955 5,955— $10.15万 新建仓
ROIV ROIVANT SCIENCES LTD $10.19万0.02%3,680 00.0% — 不变
GE GE AEROSPACE $10.27万0.02%362 00.0% — 不变
PRU PRUDENTIAL FINL INC $10.38万0.02%1,062 20423.8% $1.99万 加仓
VCR VANGUARD WORLD FD $10.41万0.02%290 00.0% — 不变
ASYS AMTECH SYS INC $10.50万0.02%8,990 8,990— $10.50万 新建仓
IYW ISHARES TR $10.52万0.02%580 00.0% — 不变
QQQM INVESCO EXCH TRADED FD TR II $10.63万0.02%447 00.0% — 不变
SON SONOCO PRODS CO $10.68万0.02%1,974 -877-30.8% -$4.74万 减仓
ONDS ONDAS INC $10.80万0.02%11,952 11,952— $10.80万 新建仓
TMUS T-MOBILE US INC $10.84万0.02%516 00.0% — 不变
FLS FLOWSERVE CORP $10.89万0.02%1,481 1,481— $10.89万 新建仓
BAC BANK AMERICA CORP $10.93万0.02%2,242 331.5% $1,609 加仓
USB US BANCORP $11.02万0.02%2,119 00.0% — 不变
MA MASTERCARD INCORPORATED $11.04万0.02%221 146.8% $6,995 加仓
VIG VANGUARD SPECIALIZED FUNDS $11.08万0.02%515 00.0% — 不变
IWR ISHARES TR $11.08万0.02%1,140 00.0% — 不变
— RCM TECHNOLOGIES INC $11.27万0.02%5,887 -2,475-29.6% -$4.74万 减仓
BP BP PLC $11.37万0.02%2,419 25011.5% $1.18万 加仓
VIAV VIAVI SOLUTIONS INC $11.60万0.02%3,485 3,485— $11.60万 新建仓
BJ BJS WHSL CLUB HLDGS INC $11.69万0.02%1,188 -58-4.7% -$5,708 减仓
TEL TE CONNECTIVITY PLC $11.82万0.02%566 00.0% — 不变
CCI CROWN CASTLE INC $11.91万0.02%1,465 -524-26.3% -$4.26万 减仓
PLD PROLOGIS INC. $12.04万0.02%911 -79-8.0% -$1.04万 减仓
VOO VANGUARD INDEX FDS $12.07万0.02%202 00.0% — 不变
VT VANGUARD INTL EQUITY INDEX F $12.08万0.02%873 00.0% — 不变
BXMT BLACKSTONE MORTGAGE TRUST IN $12.13万0.02%6,337 -926-12.7% -$1.77万 减仓
PTGX PROTAGONIST THERAPEUTICS INC $12.24万0.02%1,161 00.0% — 不变
UCTT ULTRA CLEAN HLDGS INC $12.24万0.02%1,969 88381.3% $5.49万 加仓
TTE TOTALENERGIES SE $12.45万0.02%1,368 171.3% $1,547 加仓
COR CENCORA INC $12.56万0.02%400 10.3% $314 加仓
GOVT ISHARES TR $12.56万0.02%5,484 1,21628.5% $2.79万 加仓
ADI ANALOG DEVICES INC $12.79万0.02%402 339538.1% $10.78万 加仓
IBDR ISHARES TR $12.87万0.02%5,311 5,311— $12.87万 新建仓
IBDT ISHARES TR $12.89万0.02%5,087 5,087— $12.89万 新建仓
IBDS ISHARES TR $12.89万0.02%5,318 5,318— $12.89万 新建仓
CTMX CYTOMX THERAPEUTICS INC. $12.89万0.02%27,428 00.0% — 不变
PBI PITNEY BOWES INC $13.26万0.02%12,000 00.0% — 不变
TJX TJX COS INC NEW $13.35万0.02%836 8411.2% $1.34万 加仓
VLO VALERO ENERGY CORP $13.44万0.02%544 -98-15.3% -$2.42万 减仓
CCL CARNIVAL CORP $13.50万0.02%5,217 -630-10.8% -$1.63万 减仓
ULTA ULTA BEAUTY INC $14.32万0.03%274 -77-21.9% -$4.02万 减仓
T AT&T INC $14.44万0.03%4,980 -584-10.5% -$1.69万 减仓
NVT NVENT ELEC PLC $14.76万0.03%1,247 20.2% $237 加仓
SLV ISHARES SILVER TR $14.99万0.03%2,200 -1,968-47.2% -$13.41万 减仓