13F 机构持仓

tru Independence LLC

PORTLAND OR · SEC CIK 0001785445

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.29亿2026Q2
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

DIMENSIONAL ET 10.1%
FBND 8.9%
RDVY 8.7%
FTCS 8.5%
DFAI 7.4%
QGRW 5.3%
AAPL 4.4%
CGGR 4.3%
HGER 3.6%
WISDOMTREE TR 3.2%

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
GM GENERAL MTRS CO $00.00%0 -144,393-100.0% -$1,174.20万 清仓
GLW CORNING INC $00.00%0 -103,141-100.0% -$903.10万 清仓
C CITIGROUP INC $00.00%0 -60,565-100.0% -$706.73万 清仓
BA BOEING CO $00.00%0 -31,079-100.0% -$674.78万 清仓
UAL UNITED AIRLS HLDGS INC $00.00%0 -57,932-100.0% -$647.80万 清仓
ALL ALLSTATE CORP $00.00%0 -30,034-100.0% -$625.16万 清仓
FDX FEDEX CORP $00.00%0 -20,956-100.0% -$605.34万 清仓
T AT&T INC $00.00%0 -234,715-100.0% -$583.03万 清仓
F FORD MTR CO $00.00%0 -439,191-100.0% -$576.22万 清仓
TRV TRAVELERS COMPANIES INC $00.00%0 -19,652-100.0% -$570.03万 清仓
CSCO CISCO SYS INC $00.00%0 —— — 申报中断
SHEL SHELL PLC $00.00%0 -76,445-100.0% -$561.72万 清仓
CVS CVS HEALTH CORP $00.00%0 -68,479-100.0% -$543.45万 清仓
UL UNILEVER PLC $00.00%0 -82,266-100.0% -$538.02万 清仓
OI O-I GLASS INC $00.00%0 -350,968-100.0% -$518.03万 清仓
KIM KIMCO RLTY CORP $00.00%0 -253,874-100.0% -$514.60万 清仓
ALK ALASKA AIR GROUP INC $00.00%0 -102,001-100.0% -$513.07万 清仓
VYM VANGUARD WHITEHALL FDS $00.00%0 -35,440-100.0% -$508.63万 清仓
JBS JBS N.V. $00.00%0 -339,095-100.0% -$488.98万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -119,633-100.0% -$487.27万 清仓
SPG SIMON PPTY GROUP INC NEW $00.00%0 -26,237-100.0% -$485.67万 清仓
TSN TYSON FOODS INC $00.00%0 -79,771-100.0% -$467.62万 清仓
GIS GENERAL MLS INC $00.00%0 -99,635-100.0% -$463.30万 清仓
BP BP PLC $00.00%0 -113,240-100.0% -$393.28万 清仓
LYB LYONDELLBASELL INDUSTRIES N $00.00%0 -85,353-100.0% -$369.58万 清仓
GPK GRAPHIC PACKAGING HLDG CO $00.00%0 -235,875-100.0% -$355.23万 清仓
BRX BRIXMOR PPTY GROUP INC $00.00%0 -130,257-100.0% -$341.53万 清仓
ENVX ENOVIX CORPORATION $00.00%0 -295,935-100.0% -$216.33万 清仓
ENR ENERGIZER HLDGS INC NEW $00.00%0 -38,865-100.0% -$77.30万 清仓
IJR ISHARES TR $00.00%0 -2,494-100.0% -$29.97万 清仓
MICC MAGNUM ICE CREAM CO NV $00.00%0 -18,469-100.0% -$29.31万 清仓
UCON FIRST TR EXCHNG TRADED FD VI $00.00%0 -11,111-100.0% -$27.97万 清仓
XLC SELECT SECTOR SPDR TR $00.00%0 -1,846-100.0% -$21.73万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -690-100.0% -$20.43万 清仓
FFEB FIRST TR EXCHNG TRADED FD VI $00.00%0 —— — 申报中断
SPIR SPIRE GLOBAL INC $00.00%0 -10,575-100.0% -$7.93万 清仓
QQA INVESCO QQQ TR $00.00%0 -368-100.0% -$1.95万 清仓
OTF BLUE OWL TECHNOLOGY FIN CORP $16.38万0.08%13,224 13,224— $16.38万 新建仓
PFE PFIZER INC $20.11万0.10%7,163 7,163— $20.11万 新建仓
FTGS FIRST TR EXCHANGE-TRADED FD $20.46万0.10%6,009 00.0% — 不变
ORCL ORACLE CORP $20.49万0.10%1,393 292.1% $4,266 加仓
IR INGERSOLL RAND INC $21.15万0.10%2,640 -3-0.1% -$240 减仓
— BITWISE 10 CRYPTO INDEX ETF $21.72万0.11%4,870 1,08628.7% $4.84万 加仓
VDC VANGUARD WORLD FD $22.41万0.11%998 -250-20.0% -$5.61万 减仓
MRK MERCK & CO INC $22.65万0.11%1,883 -48,661-96.3% -$585.39万 减仓
MO ALTRIA GROUP INC $22.66万0.11%3,434 32410.4% $2.14万 重新持有
CIBR FIRST TR EXCHANGE-TRADED FD $22.82万0.11%3,642 50.1% $313 加仓
PEP PEPSICO INC $23.17万0.11%1,492 1,492— $23.17万 新建仓
FPX FIRST TR EXCHANGE-TRADED FD $23.57万0.12%1,484 543.8% $8,575 加仓
AEP AMERICAN ELEC PWR CO INC $23.59万0.12%1,799 -53-2.9% -$6,949 减仓
TDIV FIRST TR EXCHANGE TRADED FD $23.68万0.12%2,529 -12-0.5% -$1,124 减仓
COST COSTCO WHOLESALE CORPORATION $24.10万0.12%242 242— $24.10万 新建仓
AOA ISHARES TR $24.12万0.12%2,726 -208-7.1% -$1.84万 减仓
ITOT ISHARES TR $24.45万0.12%1,717 10.1% $142 加仓
CVX CHEVRON CORPORATION $25.06万0.12%1,211 -31,953-96.3% -$661.26万 减仓
DUK DUKE ENERGY CORP NEW $25.25万0.12%1,928 -12-0.6% -$1,571 减仓
RTX RTX CORPORATION $26.18万0.13%1,357 20.1% $386 加仓
WMT WALMART INC $26.90万0.13%2,165 351.6% $4,349 加仓
V VISA INC $27.36万0.14%905 232.6% $6,953 加仓
CLS CELESTICA INC $28.17万0.14%1,000 -5-0.5% -$1,408 减仓
VO VANGUARD INDEX FDS $29.83万0.15%1,039 30.3% $861 加仓
CAT CATERPILLAR INC $30.00万0.15%423 00.0% — 不变
SPY STATE STR SPDR S&P 500 ETF T $31.09万0.15%478 -12-2.4% -$7,805 减仓
VIGI VANGUARD WHITEHALL FDS $31.35万0.16%3,544 -89-2.4% -$7,872 减仓
CGDV CAPITAL GROUP DIVIDEND VALUE $32.42万0.16%7,622 -1,252-14.1% -$5.33万 减仓
JNJ JOHNSON & JOHNSON $33.91万0.17%1,387 -23,593-94.4% -$576.83万 减仓
ABBV ABBVIE INC $34.57万0.17%1,589 -17,848-91.8% -$388.26万 减仓
EQT EQT CORP $34.73万0.17%5,458 -39-0.7% -$2,482 减仓
TSLA TESLA INC $34.94万0.17%940 728.3% $2.68万 加仓
TT TRANE TECHNOLOGIES PLC $36.01万0.18%864 -1-0.1% -$417 减仓
TFC TRUIST FINL CORP $36.07万0.18%7,845 410.5% $1,885 加仓
LLY ELI LILLY & CO $36.18万0.18%393 174.5% $1.57万 加仓
FDN FIRST TR EXCHANGE-TRADED FD $36.18万0.18%1,546 -228-12.9% -$5.34万 减仓
— DIMENSIONAL ETF TRUST $36.84万0.18%10,514 00.0% — 不变
QQQ INVESCO QQQ TR $37.51万0.19%650 28377.1% $16.33万 重新持有
CGCP CAPITAL GRP FIXED INCM ETF T $38.06万0.19%17,037 -73-0.4% -$1,631 减仓
XLF SELECT SECTOR SPDR TR $39.45万0.20%7,991 -2,091-20.7% -$10.32万 减仓
XLI SELECT SECTOR SPDR TR $40.20万0.20%2,486 -16-0.6% -$2,587 减仓
QQEW FIRST TR EXCHANGE-TRADED FD $41.24万0.20%3,248 00.0% — 不变
TPC TUTOR PERINI CORP $41.37万0.20%5,360 00.0% — 不变
VIG VANGUARD SPECIALIZED FUNDS $41.47万0.21%1,928 -395-17.0% -$8.50万 减仓
FTGC FIRST TR EXCHANGE TRAD FD VI $41.99万0.21%14,625 -1,072-6.8% -$3.08万 减仓
RSP INVESCO EXCHANGE TRADED FD T $42.27万0.21%2,203 2,203— $42.27万 新建仓
VUG VANGUARD INDEX FDS $42.86万0.21%981 212.2% $9,174 加仓
VFH VANGUARD WORLD FD $44.33万0.22%3,670 -15-0.4% -$1,812 减仓
GOOG ALPHABET INC $44.91万0.22%1,566 -1,871-54.4% -$53.66万 减仓
DFAU DIMENSIONAL ETF TRUST $45.25万0.22%10,028 240.2% $1,083 加仓
AVGO BROADCOM INC $47.23万0.23%1,526 14910.8% $4.61万 加仓
WFC WELLS FARGO & CO $47.98万0.24%6,041 1,19024.5% $9.45万 加仓
VIS VANGUARD WORLD FD $48.38万0.24%1,549 -548-26.1% -$17.11万 减仓
— EXXON MOBIL CORP $48.79万0.24%2,876 -104-3.5% -$1.76万 减仓
REGL PROSHARES TR $49.85万0.25%5,769 -77-1.3% -$6,653 减仓
DFAE DIMENSIONAL ETF TRUST $51.97万0.26%15,348 -2,313-13.1% -$7.83万 减仓
VOO VANGUARD INDEX FDS $52.49万0.26%878 -33-3.6% -$1.97万 减仓
CGXU CAPITAL GROUP INTL FOCUS EQT $53.12万0.26%18,014 -94-0.5% -$2,772 减仓
XLY SELECT SECTOR SPDR TR $53.12万0.26%4,875 -827-14.5% -$9.01万 减仓
XLV SELECT SECTOR SPDR TR $53.66万0.27%3,660 -463-11.2% -$6.79万 减仓
LMT LOCKHEED MARTIN CORP $53.81万0.27%890 151.7% $9,069 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $57.13万0.28%14,869 1,39110.3% $5.34万 加仓
COF CAPITAL ONE FINL CORP $58.13万0.29%3,187 -30-0.9% -$5,472 减仓