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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,052.05万 | 10.15% | 528,063 | 20,029 | 3.9% | $77.83万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $1,798.37万 | 8.89% | 394,207 | 18,466 | 4.9% | $84.24万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $1,757.81万 | 8.69% | 257,442 | 10,198 | 4.1% | $69.63万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $1,719.04万 | 8.50% | 185,321 | 7,754 | 4.4% | $71.93万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,501.35万 | 7.42% | 385,357 | -3,863 | -1.0% | -$15.05万 | 减仓 |
| QGRW | WISDOMTREE TR | $1,063.44万 | 5.26% | 199,034 | 15,641 | 8.5% | $83.57万 | 加仓 |
| AAPL | APPLE INC | $897.20万 | 4.44% | 35,352 | -2,854 | -7.5% | -$72.43万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $862.59万 | 4.27% | 214,628 | 19,270 | 9.9% | $77.45万 | 加仓 |
| HGER | HARBOR ETF TRUST | $717.96万 | 3.55% | 231,524 | -31,433 | -12.0% | -$97.47万 | 减仓 |
| — | WISDOMTREE TR | $640.51万 | 3.17% | 205,292 | 27,344 | 15.4% | $85.31万 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $574.24万 | 2.84% | 51,836 | -2,691 | -4.9% | -$29.81万 | 减仓 |
| FESM | FIDELITY COVINGTON TRUST | $499.15万 | 2.47% | 131,354 | 5,791 | 4.6% | $22.01万 | 加仓 |
| — | COLUMBIA ETF TR II | $468.70万 | 2.32% | 85,265 | 15,000 | 21.3% | $82.45万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $314.67万 | 1.56% | 70,968 | 5,496 | 8.4% | $24.37万 | 加仓 |
| MSFT | MICROSOFT CORP | $273.05万 | 1.35% | 7,376 | -8,016 | -52.1% | -$296.75万 | 减仓 |
| IVV | ISHARES TR | $267.25万 | 1.32% | 4,091 | -146 | -3.4% | -$9.54万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $266.72万 | 1.32% | 52,951 | 9,015 | 20.5% | $45.41万 | 加仓 |
| VGT | VANGUARD WORLD FD | $235.02万 | 1.16% | 3,368 | -292 | -8.0% | -$20.38万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $229.25万 | 1.13% | 4,784 | -178 | -3.6% | -$8.53万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $131.63万 | 0.65% | 27,989 | -2,639 | -8.6% | -$12.41万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $130.12万 | 0.64% | 17,000 | 2,249 | 15.2% | $17.21万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $123.53万 | 0.61% | 4,200 | -23,406 | -84.8% | -$688.44万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $114.89万 | 0.57% | 29,137 | -746 | -2.5% | -$2.94万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $109.69万 | 0.54% | 3,419 | 157 | 4.8% | $5.04万 | 加仓 |
| MCD | MCDONALDS CORP | $108.48万 | 0.54% | 3,490 | 12 | 0.3% | $3,730 | 加仓 |
| NVDA | NVIDIA CORPORATION | $101.21万 | 0.50% | 5,803 | 751 | 14.9% | $13.10万 | 加仓 |
| BAC | BANK AMERICA CORP | $93.48万 | 0.46% | 19,175 | -150,684 | -88.7% | -$734.60万 | 减仓 |
| AMZN | AMAZON COM INC | $93.01万 | 0.46% | 4,466 | -144 | -3.1% | -$3.00万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $91.17万 | 0.45% | 4,647 | -26 | -0.6% | -$5,101 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $89.44万 | 0.44% | 18,457 | 35 | 0.2% | $1,696 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $86.92万 | 0.43% | 17,111 | 9 | 0.1% | $457 | 加仓 |
| CGBL | CAPITAL GROUP CORE BALANCED | $83.37万 | 0.41% | 24,227 | 13,023 | 116.2% | $44.81万 | 加仓 |
| IEMG | ISHARES INC | $78.99万 | 0.39% | 11,325 | -2,027 | -15.2% | -$14.14万 | 减仓 |
| IEFA | ISHARES TR | $74.32万 | 0.37% | 8,210 | -2,239 | -21.4% | -$20.27万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $73.13万 | 0.36% | 19,894 | -6,405 | -24.4% | -$23.54万 | 减仓 |
| IVW | ISHARES TR | $72.75万 | 0.36% | 6,431 | 28 | 0.4% | $3,167 | 加仓 |
| EFA | ISHARES TR | $70.95万 | 0.35% | 7,305 | -374 | -4.9% | -$3.63万 | 减仓 |
| GOOGL | ALPHABET INC | $65.20万 | 0.32% | 2,267 | 215 | 10.5% | $6.18万 | 加仓 |
| META | META PLATFORMS INC | $62.70万 | 0.31% | 1,096 | -1,501 | -57.8% | -$85.87万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $58.13万 | 0.29% | 3,187 | -30 | -0.9% | -$5,472 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $57.13万 | 0.28% | 14,869 | 1,391 | 10.3% | $5.34万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $53.81万 | 0.27% | 890 | 15 | 1.7% | $9,069 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $53.66万 | 0.27% | 3,660 | -463 | -11.2% | -$6.79万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $53.12万 | 0.26% | 4,875 | -827 | -14.5% | -$9.01万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $53.12万 | 0.26% | 18,014 | -94 | -0.5% | -$2,772 | 减仓 |
| VOO | VANGUARD INDEX FDS | $52.49万 | 0.26% | 878 | -33 | -3.6% | -$1.97万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $51.97万 | 0.26% | 15,348 | -2,313 | -13.1% | -$7.83万 | 减仓 |
| REGL | PROSHARES TR | $49.85万 | 0.25% | 5,769 | -77 | -1.3% | -$6,653 | 减仓 |
| — | EXXON MOBIL CORP | $48.79万 | 0.24% | 2,876 | -104 | -3.5% | -$1.76万 | 减仓 |
| VIS | VANGUARD WORLD FD | $48.38万 | 0.24% | 1,549 | -548 | -26.1% | -$17.11万 | 减仓 |
| WFC | WELLS FARGO & CO | $47.98万 | 0.24% | 6,041 | 1,190 | 24.5% | $9.45万 | 加仓 |
| AVGO | BROADCOM INC | $47.23万 | 0.23% | 1,526 | 149 | 10.8% | $4.61万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $45.25万 | 0.22% | 10,028 | 24 | 0.2% | $1,083 | 加仓 |
| GOOG | ALPHABET INC | $44.91万 | 0.22% | 1,566 | -1,871 | -54.4% | -$53.66万 | 减仓 |
| VFH | VANGUARD WORLD FD | $44.33万 | 0.22% | 3,670 | -15 | -0.4% | -$1,812 | 减仓 |
| VUG | VANGUARD INDEX FDS | $42.86万 | 0.21% | 981 | 21 | 2.2% | $9,174 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $42.27万 | 0.21% | 2,203 | 2,203 | — | $42.27万 | 新建仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $41.99万 | 0.21% | 14,625 | -1,072 | -6.8% | -$3.08万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $41.47万 | 0.21% | 1,928 | -395 | -17.0% | -$8.50万 | 减仓 |
| TPC | TUTOR PERINI CORP | $41.37万 | 0.20% | 5,360 | 0 | 0.0% | — | 不变 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $41.24万 | 0.20% | 3,248 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $40.20万 | 0.20% | 2,486 | -16 | -0.6% | -$2,587 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $39.45万 | 0.20% | 7,991 | -2,091 | -20.7% | -$10.32万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $38.06万 | 0.19% | 17,037 | -73 | -0.4% | -$1,631 | 减仓 |
| QQQ | INVESCO QQQ TR | $37.51万 | 0.19% | 650 | 283 | 77.1% | $16.33万 | 重新持有 |
| — | DIMENSIONAL ETF TRUST | $36.84万 | 0.18% | 10,514 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $36.18万 | 0.18% | 1,546 | -228 | -12.9% | -$5.34万 | 减仓 |
| LLY | ELI LILLY & CO | $36.18万 | 0.18% | 393 | 17 | 4.5% | $1.57万 | 加仓 |
| TFC | TRUIST FINL CORP | $36.07万 | 0.18% | 7,845 | 41 | 0.5% | $1,885 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $36.01万 | 0.18% | 864 | -1 | -0.1% | -$417 | 减仓 |
| TSLA | TESLA INC | $34.94万 | 0.17% | 940 | 72 | 8.3% | $2.68万 | 加仓 |
| EQT | EQT CORP | $34.73万 | 0.17% | 5,458 | -39 | -0.7% | -$2,482 | 减仓 |
| ABBV | ABBVIE INC | $34.57万 | 0.17% | 1,589 | -17,848 | -91.8% | -$388.26万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $33.91万 | 0.17% | 1,387 | -23,593 | -94.4% | -$576.83万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $32.42万 | 0.16% | 7,622 | -1,252 | -14.1% | -$5.33万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $31.35万 | 0.16% | 3,544 | -89 | -2.4% | -$7,872 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $31.09万 | 0.15% | 478 | -12 | -2.4% | -$7,805 | 减仓 |
| CAT | CATERPILLAR INC | $30.00万 | 0.15% | 423 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $29.83万 | 0.15% | 1,039 | 3 | 0.3% | $861 | 加仓 |
| CLS | CELESTICA INC | $28.17万 | 0.14% | 1,000 | -5 | -0.5% | -$1,408 | 减仓 |
| V | VISA INC | $27.36万 | 0.14% | 905 | 23 | 2.6% | $6,953 | 加仓 |
| WMT | WALMART INC | $26.90万 | 0.13% | 2,165 | 35 | 1.6% | $4,349 | 加仓 |
| RTX | RTX CORPORATION | $26.18万 | 0.13% | 1,357 | 2 | 0.1% | $386 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $25.25万 | 0.12% | 1,928 | -12 | -0.6% | -$1,571 | 减仓 |
| CVX | CHEVRON CORPORATION | $25.06万 | 0.12% | 1,211 | -31,953 | -96.3% | -$661.26万 | 减仓 |
| ITOT | ISHARES TR | $24.45万 | 0.12% | 1,717 | 1 | 0.1% | $142 | 加仓 |
| AOA | ISHARES TR | $24.12万 | 0.12% | 2,726 | -208 | -7.1% | -$1.84万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $24.10万 | 0.12% | 242 | 242 | — | $24.10万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $23.68万 | 0.12% | 2,529 | -12 | -0.5% | -$1,124 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $23.59万 | 0.12% | 1,799 | -53 | -2.9% | -$6,949 | 减仓 |
| FPX | FIRST TR EXCHANGE-TRADED FD | $23.57万 | 0.12% | 1,484 | 54 | 3.8% | $8,575 | 加仓 |
| PEP | PEPSICO INC | $23.17万 | 0.11% | 1,492 | 1,492 | — | $23.17万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $22.82万 | 0.11% | 3,642 | 5 | 0.1% | $313 | 加仓 |
| MO | ALTRIA GROUP INC | $22.66万 | 0.11% | 3,434 | 324 | 10.4% | $2.14万 | 重新持有 |
| MRK | MERCK & CO INC | $22.65万 | 0.11% | 1,883 | -48,661 | -96.3% | -$585.39万 | 减仓 |
| VDC | VANGUARD WORLD FD | $22.41万 | 0.11% | 998 | -250 | -20.0% | -$5.61万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $21.72万 | 0.11% | 4,870 | 1,086 | 28.7% | $4.84万 | 加仓 |
| IR | INGERSOLL RAND INC | $21.15万 | 0.10% | 2,640 | -3 | -0.1% | -$240 | 减仓 |
| ORCL | ORACLE CORP | $20.49万 | 0.10% | 1,393 | 29 | 2.1% | $4,266 | 加仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $20.46万 | 0.10% | 6,009 | 0 | 0.0% | — | 不变 |