tru Independence LLC
PORTLAND OR · SEC CIK 0001785445
$2.29亿2026Q2 申报市值
108持仓数
64.4%前十大占比 · 第一大 10.4%
6 / 2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
FBND 加仓+$188.87万
FTCS 加仓+$130.07万
HGER 加仓+$43.97万
CGGR 加仓+$42.64万
WISDOMTREE TR 加仓+$42.34万
2026Q2 卖出最多 按季末市值估算
CSCO 重新持有-$831.49万
FESM 减仓-$42.37万
BITWISE 10 CRYPT 清仓-$21.72万
JPM 减仓-$20.88万
PFE 清仓-$20.11万
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 |
|---|---|---|---|---|---|---|---|---|
| — | BITWISE 10 CRYPTO INDEX ETF | $0 | 0.00% | 0 | -4,870 | -100.0% | -$21.72万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -7,163 | -100.0% | -$20.11万 | 清仓 |
| CVX | CHEVRON CORPORATION | $20.01万 | 0.09% | 1,207 | -4 | -0.3% | -$663 | 减仓 |
| USMV | ISHARES TR | $20.16万 | 0.09% | 2,090 | 2,090 | — | $20.16万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $20.24万 | 0.09% | 2,896 | 2,896 | — | $20.24万 | 新建仓 |
| PEP | PEPSICO INC | $20.40万 | 0.09% | 1,507 | 15 | 1.0% | $2,031 | 加仓 |
| ORCL | ORACLE CORP | $20.64万 | 0.09% | 1,409 | 16 | 1.1% | $2,344 | 加仓 |
| LIN | LINDE PLC | $20.65万 | 0.09% | 398 | 398 | — | $20.65万 | 新建仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $21.08万 | 0.09% | 20,365 | 7,141 | 54.0% | $7.39万 | 加仓 |
| IR | INGERSOLL RAND INC | $21.58万 | 0.09% | 2,632 | -8 | -0.3% | -$656 | 减仓 |
| FFEB | FIRST TR EXCHNG TRADED FD VI | $21.62万 | 0.09% | 3,546 | 0 | 0.0% | — | 重新持有 |
| SCHM | SCHWAB STRATEGIC TR | $22.01万 | 0.10% | 5,971 | 5,971 | — | $22.01万 | 新建仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $22.23万 | 0.10% | 6,009 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $22.26万 | 0.10% | 238 | -4 | -1.7% | -$3,742 | 减仓 |
| VDC | VANGUARD WORLD FD | $22.62万 | 0.10% | 1,003 | 5 | 0.5% | $1,127 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $23.34万 | 0.10% | 650 | 650 | — | $23.34万 | 新建仓 |
| MRK | MERCK & CO INC | $23.50万 | 0.10% | 1,829 | -54 | -2.9% | -$6,939 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.74万 | 0.10% | 1,735 | -64 | -3.6% | -$8,758 | 减仓 |
| WMT | WALMART INC | $24.35万 | 0.11% | 2,150 | -15 | -0.7% | -$1,699 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $24.62万 | 0.11% | 1,945 | 17 | 0.9% | $2,152 | 加仓 |
| CSCO | CISCO SYS INC | $25.28万 | 0.11% | 2,153 | -70,802 | -97.0% | -$831.49万 | 重新持有 |
| RTX | RTX CORPORATION | $26.00万 | 0.11% | 1,370 | 13 | 1.0% | $2,467 | 加仓 |
| MO | ALTRIA GROUP INC | $26.25万 | 0.11% | 3,648 | 214 | 6.2% | $1.54万 | 加仓 |
| ITOT | ISHARES TR | $28.22万 | 0.12% | 1,718 | 1 | 0.1% | $164 | 加仓 |
| AOA | ISHARES TR | $28.39万 | 0.12% | 2,909 | 183 | 6.7% | $1.79万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $28.82万 | 0.13% | 2,509 | -20 | -0.8% | -$2,297 | 减仓 |
| EQT | EQT CORP | $28.94万 | 0.13% | 5,443 | -15 | -0.3% | -$798 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $31.72万 | 0.14% | 1,249 | -138 | -9.9% | -$3.51万 | 减仓 |
| V | VISA INC | $31.78万 | 0.14% | 926 | 21 | 2.3% | $7,208 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $32.74万 | 0.14% | 3,644 | 2 | 0.1% | $180 | 加仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $32.86万 | 0.14% | 1,594 | 110 | 7.4% | $2.27万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $33.10万 | 0.14% | 3,545 | 1 | 0.0% | $93 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $33.19万 | 0.15% | 444 | -34 | -7.1% | -$2.54万 | 减仓 |
| VO | VANGUARD INDEX FDS | $33.54万 | 0.15% | 4,163 | 7 | 0.2% | $564 | 加仓 |
| CAT | CATERPILLAR INC | $36.14万 | 0.16% | 339 | -84 | -19.9% | -$8.96万 | 减仓 |
| TFC | TRUIST FINL CORP | $36.26万 | 0.16% | 7,277 | -568 | -7.2% | -$2.83万 | 减仓 |
| CLS | CELESTICA INC | $36.59万 | 0.16% | 1,003 | 3 | 0.3% | $1,094 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $37.60万 | 0.16% | 7,631 | 9 | 0.1% | $444 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $37.72万 | 0.16% | 16,922 | -115 | -0.7% | -$2,563 | 减仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $38.98万 | 0.17% | 14,411 | -214 | -1.5% | -$5,789 | 减仓 |
| TSLA | TESLA INC | $40.13万 | 0.18% | 954 | 14 | 1.5% | $5,888 | 加仓 |
| INTC | INTEL CORP | $40.22万 | 0.18% | 2,881 | 2,881 | — | $40.22万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $40.78万 | 0.18% | 10,514 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $40.93万 | 0.18% | 1,546 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $41.34万 | 0.18% | 3,023 | 147 | 5.1% | $2.01万 | 加仓 |
| ABBV | ABBVIE INC | $41.48万 | 0.18% | 1,648 | 59 | 3.7% | $1.48万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $42.43万 | 0.19% | 864 | 0 | 0.0% | — | 不变 |
| REGL | PROSHARES TR | $42.71万 | 0.19% | 4,664 | -1,105 | -19.2% | -$10.12万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $42.96万 | 0.19% | 8,013 | 22 | 0.3% | $1,179 | 加仓 |
| TPC | TUTOR PERINI CORP | $44.47万 | 0.19% | 5,360 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $45.24万 | 0.20% | 888 | -2 | -0.2% | -$1,019 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $45.77万 | 0.20% | 1,934 | 6 | 0.3% | $1,420 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $46.15万 | 0.20% | 2,491 | 5 | 0.2% | $926 | 加仓 |
| QQQ | INVESCO QQQ TR | $46.38万 | 0.20% | 630 | -20 | -3.1% | -$1.47万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $46.93万 | 0.21% | 2,206 | 3 | 0.1% | $638 | 加仓 |
| LLY | ELI LILLY & CO | $47.68万 | 0.21% | 398 | 5 | 1.3% | $5,990 | 加仓 |
| VFH | VANGUARD WORLD FD | $48.55万 | 0.21% | 3,689 | 19 | 0.5% | $2,501 | 加仓 |
| WFC | WELLS FARGO & CO | $49.02万 | 0.21% | 5,946 | -95 | -1.6% | -$7,832 | 减仓 |
| VUG | VANGUARD INDEX FDS | $50.74万 | 0.22% | 5,891 | 5 | 0.1% | $431 | 加仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $51.47万 | 0.23% | 3,225 | -23 | -0.7% | -$3,671 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $51.83万 | 0.23% | 10,028 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $52.00万 | 0.23% | 3,277 | -383 | -10.5% | -$6.08万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $53.41万 | 0.23% | 4,554 | -321 | -6.6% | -$3.76万 | 减仓 |
| GOOG | ALPHABET INC | $55.33万 | 0.24% | 1,566 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $55.53万 | 0.24% | 1,541 | -8 | -0.5% | -$2,883 | 减仓 |
| AVGO | BROADCOM INC | $58.08万 | 0.25% | 1,538 | 12 | 0.8% | $4,532 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $58.96万 | 0.26% | 14,664 | -684 | -4.5% | -$2.75万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $60.81万 | 0.27% | 885 | 7 | 0.8% | $4,810 | 加仓 |
| META | META PLATFORMS INC | $62.28万 | 0.27% | 1,106 | 10 | 0.9% | $5,631 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $62.36万 | 0.27% | 18,014 | 0 | 0.0% | — | 不变 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $63.61万 | 0.28% | 14,301 | -568 | -3.8% | -$2.53万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $64.18万 | 0.28% | 3,199 | 12 | 0.4% | $2,408 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $73.06万 | 0.32% | 17,507 | -2,387 | -12.0% | -$9.96万 | 减仓 |
| IEFA | ISHARES TR | $73.76万 | 0.32% | 7,637 | -573 | -7.0% | -$5.53万 | 减仓 |
| EFA | ISHARES TR | $75.60万 | 0.33% | 7,277 | -28 | -0.4% | -$2,909 | 减仓 |
| GOOGL | ALPHABET INC | $83.04万 | 0.36% | 2,324 | 57 | 2.5% | $2.04万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $83.13万 | 0.36% | 17,084 | -27 | -0.2% | -$1,314 | 减仓 |
| IVW | ISHARES TR | $86.38万 | 0.38% | 6,281 | -150 | -2.3% | -$2.06万 | 减仓 |
| IEMG | ISHARES INC | $89.07万 | 0.39% | 10,752 | -573 | -5.1% | -$4.75万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $95.52万 | 0.42% | 25,162 | 935 | 3.9% | $3.55万 | 加仓 |
| MCD | MCDONALDS CORP | $95.58万 | 0.42% | 3,536 | 46 | 1.3% | $1.24万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $101.60万 | 0.44% | 4,662 | 15 | 0.3% | $3,269 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $101.71万 | 0.44% | 18,490 | 33 | 0.2% | $1,815 | 加仓 |
| BAC | BANK OF AMER CORP | $106.24万 | 0.46% | 18,645 | -530 | -2.8% | -$3.02万 | 减仓 |
| AMZN | AMAZON COM INC | $107.59万 | 0.47% | 4,514 | 48 | 1.1% | $1.14万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $116.59万 | 0.51% | 3,562 | -638 | -15.2% | -$20.88万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $119.55万 | 0.52% | 5,975 | 172 | 3.0% | $3.44万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $124.74万 | 0.55% | 28,915 | -222 | -0.8% | -$9,577 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $125.41万 | 0.55% | 26,030 | -1,959 | -7.0% | -$9.44万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $126.77万 | 0.55% | 3,426 | 7 | 0.2% | $2,590 | 加仓 |
| SPYM | SPDR SERIES TRUST | $147.94万 | 0.65% | 16,834 | -166 | -1.0% | -$1.46万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $236.98万 | 1.04% | 4,736 | -48 | -1.0% | -$2.40万 | 减仓 |
| MSFT | MICROSOFT CORP | $273.71万 | 1.20% | 7,338 | -38 | -0.5% | -$1.42万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $284.75万 | 1.25% | 56,398 | 3,447 | 6.5% | $17.40万 | 加仓 |
| IVV | ISHARES TR | $300.84万 | 1.32% | 4,017 | -74 | -1.8% | -$5.54万 | 减仓 |
| VGT | VANGUARD WORLD FD | $310.70万 | 1.36% | 25,996 | -948 | -3.5% | -$11.33万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $337.23万 | 1.47% | 76,080 | 5,112 | 7.2% | $22.66万 | 加仓 |
| — | COLUMBIA ETF TR II | $544.19万 | 2.38% | 91,235 | 5,970 | 7.0% | $35.61万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $591.93万 | 2.59% | 122,579 | -8,775 | -6.7% | -$42.37万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $691.08万 | 3.02% | 51,864 | 28 | 0.1% | $3,731 | 加仓 |