tru Independence LLC
PORTLAND OR · SEC CIK 0001785445
$2.02亿2026Q1 申报市值
102持仓数
64.3%前十大占比 · 第一大 10.1%
5 / 35新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
WISDOMTREE TR 加仓+$85.31万
FBND 加仓+$84.24万
QGRW 加仓+$83.57万
COLUMBIA ETF TR 加仓+$82.45万
DIMENSIONAL ETF 加仓+$77.83万
2026Q1 卖出最多 按季末市值估算
GM 清仓-$1,174.20万
GLW 清仓-$903.10万
BAC 减仓-$734.60万
C 清仓-$706.73万
JPM 减仓-$688.44万
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 |
|---|---|---|---|---|---|---|---|---|
| META | META PLATFORMS INC | $62.70万 | 0.31% | 1,096 | -1,501 | -57.8% | -$85.87万 | 减仓 |
| GOOGL | ALPHABET INC | $65.20万 | 0.32% | 2,267 | 215 | 10.5% | $6.18万 | 加仓 |
| EFA | ISHARES TR | $70.95万 | 0.35% | 7,305 | -374 | -4.9% | -$3.63万 | 减仓 |
| IVW | ISHARES TR | $72.75万 | 0.36% | 6,431 | 28 | 0.4% | $3,167 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $73.13万 | 0.36% | 19,894 | -6,405 | -24.4% | -$23.54万 | 减仓 |
| IEFA | ISHARES TR | $74.32万 | 0.37% | 8,210 | -2,239 | -21.4% | -$20.27万 | 减仓 |
| IEMG | ISHARES INC | $78.99万 | 0.39% | 11,325 | -2,027 | -15.2% | -$14.14万 | 减仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $83.37万 | 0.41% | 24,227 | 13,023 | 116.2% | $44.81万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $86.92万 | 0.43% | 17,111 | 9 | 0.1% | $457 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $89.44万 | 0.44% | 18,457 | 35 | 0.2% | $1,696 | 加仓 |
| VTV | VANGUARD INDEX FDS | $91.17万 | 0.45% | 4,647 | -26 | -0.6% | -$5,101 | 减仓 |
| AMZN | AMAZON COM INC | $93.01万 | 0.46% | 4,466 | -144 | -3.1% | -$3.00万 | 减仓 |
| BAC | BANK AMERICA CORP | $93.48万 | 0.46% | 19,175 | -150,684 | -88.7% | -$734.60万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $101.21万 | 0.50% | 5,803 | 751 | 14.9% | $13.10万 | 加仓 |
| MCD | MCDONALDS CORP | $108.48万 | 0.54% | 3,490 | 12 | 0.3% | $3,730 | 加仓 |
| VTI | VANGUARD INDEX FDS | $109.69万 | 0.54% | 3,419 | 157 | 4.8% | $5.04万 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $114.89万 | 0.57% | 29,137 | -746 | -2.5% | -$2.94万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $123.53万 | 0.61% | 4,200 | -23,406 | -84.8% | -$688.44万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $130.12万 | 0.64% | 17,000 | 2,249 | 15.2% | $17.21万 | 加仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $131.63万 | 0.65% | 27,989 | -2,639 | -8.6% | -$12.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $229.25万 | 1.13% | 4,784 | -178 | -3.6% | -$8.53万 | 减仓 |
| VGT | VANGUARD WORLD FD | $235.02万 | 1.16% | 3,368 | -292 | -8.0% | -$20.38万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $266.72万 | 1.32% | 52,951 | 9,015 | 20.5% | $45.41万 | 加仓 |
| IVV | ISHARES TR | $267.25万 | 1.32% | 4,091 | -146 | -3.4% | -$9.54万 | 减仓 |
| MSFT | MICROSOFT CORP | $273.05万 | 1.35% | 7,376 | -8,016 | -52.1% | -$296.75万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $314.67万 | 1.56% | 70,968 | 5,496 | 8.4% | $24.37万 | 加仓 |
| — | COLUMBIA ETF TR II | $468.70万 | 2.32% | 85,265 | 15,000 | 21.3% | $82.45万 | 加仓 |
| FESM | FIDELITY COVINGTON TRUST | $499.15万 | 2.47% | 131,354 | 5,791 | 4.6% | $22.01万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $574.24万 | 2.84% | 51,836 | -2,691 | -4.9% | -$29.81万 | 减仓 |
| — | WISDOMTREE TR | $640.51万 | 3.17% | 205,292 | 27,344 | 15.4% | $85.31万 | 加仓 |
| HGER | HARBOR ETF TRUST | $717.96万 | 3.55% | 231,524 | -31,433 | -12.0% | -$97.47万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $862.59万 | 4.27% | 214,628 | 19,270 | 9.9% | $77.45万 | 加仓 |
| AAPL | APPLE INC | $897.20万 | 4.44% | 35,352 | -2,854 | -7.5% | -$72.43万 | 减仓 |
| QGRW | WISDOMTREE TR | $1,063.44万 | 5.26% | 199,034 | 15,641 | 8.5% | $83.57万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,501.35万 | 7.42% | 385,357 | -3,863 | -1.0% | -$15.05万 | 减仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,719.04万 | 8.50% | 185,321 | 7,754 | 4.4% | $71.93万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,757.81万 | 8.69% | 257,442 | 10,198 | 4.1% | $69.63万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,798.37万 | 8.89% | 394,207 | 18,466 | 4.9% | $84.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,052.05万 | 10.15% | 528,063 | 20,029 | 3.9% | $77.83万 | 加仓 |