13F 机构持仓

Trueblood Wealth Management, LLC

LIMA OH · SEC CIK 0002005380

2026Q22026Q1 更早 9 个季度 🔒
$2.86亿2026Q2 申报市值
261持仓数
21.9%前十大占比 · 第一大 4.7%
14 / 11新建仓 / 清仓
申报市值走势$2.86亿2026Q2
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

JPM 4.7%
AAPL 3.5%
CAT 2.1%
MSFT 1.9%
RSP 1.9%
RDVI 1.8%
NVDA 1.8%
CGGO 1.5%
SDVY 1.5%
FTA 1.4%

2026Q2 买入最多 按季末市值估算

TXN 新建仓+$57.43万
NVDA 加仓+$39.14万
RDDT 新建仓+$39.00万
FERG 新建仓+$33.09万
AVGO 加仓+$31.58万

2026Q2 卖出最多 按季末市值估算

AMD 减仓-$87.83万
TMUS 清仓-$56.22万
SYK 减仓-$41.27万
HONEYWELL INTL I 清仓-$37.85万
FNV 清仓-$34.32万

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
TMUS T-MOBILE US INC $00.00%0 -2,677-100.0% -$56.22万 清仓
— HONEYWELL INTL INC $00.00%0 -1,674-100.0% -$37.85万 清仓
FNV FRANCO NEV CORP $00.00%0 -1,389-100.0% -$34.32万 清仓
NFLX NETFLIX INC. $00.00%0 -3,103-100.0% -$29.84万 清仓
ALAB ASTERA LABS INC $00.00%0 -2,500-100.0% -$27.40万 清仓
CRM SALESFORCE INC $00.00%0 -1,304-100.0% -$24.35万 清仓
GIS GENERAL MILLS INC $00.00%0 -6,197-100.0% -$23.07万 清仓
LNG CHENIERE ENERGY INC $00.00%0 -795-100.0% -$22.57万 清仓
TYL TYLER TECHNOLOGIES INC $00.00%0 -648-100.0% -$22.19万 清仓
ENSG ENSIGN GROUP INC $00.00%0 -1,041-100.0% -$20.98万 清仓
GLD SPDR GOLD TR $00.00%0 -487-100.0% -$20.96万 清仓
LAND GLADSTONE LD CORP $11.94万0.04%14,000 00.0% — 不变
FMNB FARMERS NATIONAL BANC CORP $16.99万0.06%11,638 11,638— $16.99万 新建仓
NU NU HLDGS LTD $17.28万0.06%12,931 12,931— $17.28万 新建仓
— ISHARES ETHEREUM TR $19.18万0.07%16,130 00.0% — 不变
PDBC INVESCO ACTVELY MNGD ETC FD $19.35万0.07%12,188 00.0% — 不变
FBT FIRST TR EXCHANGE-TRADED FD $20.82万0.07%840 840— $20.82万 新建仓
CMG CHIPOTLE MEXICAN GRILL INC $20.94万0.07%6,160 -135-2.1% -$4,590 重新持有
EOG EOG RES INC $21.12万0.07%1,628 -5-0.3% -$649 减仓
SYY SYSCO CORP $22.07万0.08%2,640 2,640— $22.07万 新建仓
AXON AXON ENTERPRISE INC $22.14万0.08%395 00.0% — 重新持有
HBAN HUNTINGTON BANCSHARES INC $22.18万0.08%12,509 1551.3% $2,748 加仓
AMAT APPLIED MATLS INC $22.23万0.08%308 308— $22.23万 新建仓
NOW SERVICENOW INC $22.29万0.08%2,245 27514.0% $2.73万 加仓
PLTR PALANTIR TECHNOLOGIES INC $22.38万0.08%1,918 120.6% $1,400 加仓
NOC NORTHROP GRUMMAN CORP $22.38万0.08%439 00.0% — 不变
AMRZ AMRIZE LTD $22.52万0.08%4,226 4,226— $22.52万 新建仓
JCI JOHNSON CONTROLS INTERNATION $22.78万0.08%1,559 -18-1.1% -$2,630 减仓
GGG GRACO INC $22.82万0.08%3,018 110.4% $832 加仓
ARES ARES MANAGEMENT CORPORATION $22.92万0.08%2,059 -309-13.0% -$3.44万 减仓
T AT&T INC $23.14万0.08%11,179 -743-6.2% -$1.54万 减仓
SLYG SPDR SERIES TRUST $23.42万0.08%1,966 1,966— $23.42万 新建仓
ZS ZSCALER INC $23.57万0.08%1,670 1,670— $23.57万 新建仓
LMBS FIRST TR EXCHANGE-TRADED FD $23.68万0.08%4,757 180.4% $896 加仓
USMV ISHARES TR $23.80万0.08%2,467 -4-0.2% -$386 减仓
CPRT COPART INC $24.58万0.09%8,720 -8-0.1% -$226 减仓
UBER UBER TECHNOLOGIES INC $25.10万0.09%3,479 120.3% $866 加仓
AFL AFLAC INC $25.13万0.09%2,143 00.0% — 不变
TER TERADYNE INC $25.20万0.09%521 521— $25.20万 新建仓
USB US BANCORP $25.26万0.09%4,183 1142.8% $6,885 加仓
FNX FIRST TR EXCHANGE-TRADED ALP $25.93万0.09%1,772 30.2% $439 加仓
MMM 3M CO $25.95万0.09%1,603 100.6% $1,619 加仓
IYM ISHARES TR $26.12万0.09%1,455 30.2% $539 加仓
SJM SMUCKER J M CO $26.13万0.09%2,323 00.0% — 不变
ZTS ZOETIS INC $26.14万0.09%3,638 51016.3% $3.66万 加仓
SPYG SPDR SERIES TRUST $26.26万0.09%2,207 20.1% $238 加仓
BABA ALIBABA GROUP HLDG LTD $26.38万0.09%2,748 80.3% $768 加仓
RTX RTX CORPORATION $26.49万0.09%1,396 -36-2.5% -$6,831 减仓
APD AIR PRODUCTS AND CHEMICALS I $26.59万0.09%907 -17-1.8% -$4,984 减仓
SOUN SOUNDHOUND AI INC $26.66万0.09%41,200 00.0% — 不变
RKT ROCKET COS INC $27.10万0.09%17,207 00.0% — 不变
DJT TRUMP MEDIA & TECHNOLOGY GRO $27.13万0.09%35,047 00.0% — 不变
KMB KIMBERLY-CLARK CORP $27.63万0.10%2,517 -1,175-31.8% -$12.90万 减仓
XLV SELECT SECTOR SPDR TR $28.05万0.10%1,768 16710.4% $2.65万 加仓
QTEC FIRST TR EXCHANGE-TRADED FD $28.15万0.10%841 841— $28.15万 新建仓
INTU INTUIT $28.30万0.10%1,084 -93-7.9% -$2.43万 减仓
PGR PROGRESSIVE CORP $28.47万0.10%1,303 -69-5.0% -$1.51万 减仓
FDX FEDEX CORP $28.61万0.10%914 80.9% $2,504 加仓
ES EVERSOURCE ENERGY $28.69万0.10%3,970 -35-0.9% -$2,529 减仓
AGG ISHARES TR $28.75万0.10%2,905 37214.7% $3.68万 加仓
DCI DONALDSON INC $28.78万0.10%3,206 3,206— $28.78万 新建仓
FCX FREEPORT MCMORAN INC $28.94万0.10%4,602 2225.1% $1.40万 加仓
PDP INVESCO EXCHANGE TRADED FD T $29.00万0.10%1,912 00.0% — 不变
BAC BANK OF AMER CORP $29.06万0.10%5,100 -239-4.5% -$1.36万 减仓
SLV ISHARES SILVER TR $29.44万0.10%5,506 00.0% — 不变
— ATAIBECKLEY INC $29.57万0.10%56,101 6,10112.2% $3.22万 加仓
ITW ILLINOIS TOOL WKS INC $29.81万0.10%1,102 50.5% $1,352 加仓
PSX PHILLIPS 66 $30.92万0.11%1,829 60.3% $1,014 加仓
SHV ISHARES TR $31.68万0.11%2,871 31812.5% $3.51万 加仓
VLO VALERO ENERGY CORP $32.29万0.11%1,240 20.2% $521 加仓
AMGN AMGEN INC $32.67万0.11%902 23635.4% $8.55万 加仓
XEL XCEL ENERGY INC $33.06万0.12%4,117 401.0% $3,212 加仓
FERG FERGUSON ENTERPRISES INC $33.09万0.12%1,394 1,394— $33.09万 新建仓
TPL TEXAS PACIFIC LAND CORPORATI $33.26万0.12%760 10.1% $438 加仓
GRAB GRAB HOLDINGS LIMITED $33.39万0.12%88,561 1,2911.5% $4,867 加仓
DLR DIGITAL RLTY TR INC $33.73万0.12%1,878 40.2% $718 加仓
NTRS NORTHERN TR CORP $34.00万0.12%1,956 -1,457-42.7% -$25.33万 减仓
CATX PERSPECTIVE THERAPEUTICS INC $34.01万0.12%99,740 6790.7% $2,315 加仓
WMS ADVANCED DRAIN SYS INC DEL $34.70万0.12%2,211 30.1% $471 加仓
DIS DISNEY WALT CO $34.87万0.12%3,623 762.1% $7,316 加仓
TDIV FIRST TR EXCHANGE TRADED FD $35.12万0.12%3,057 -44-1.4% -$5,055 减仓
ETR ENTERGY CORP NEW $35.74万0.12%3,112 00.0% — 不变
PTF INVESCO EXCHANGE TRADED FD T $35.96万0.13%2,638 251.0% $3,408 加仓
ET ENERGY TRANSFER L P $36.03万0.13%18,846 00.0% — 不变
GEV GE VERNOVA INC $36.66万0.13%312 41.3% $4,700 加仓
MNST MONSTER BEVERAGE CORP NEW $37.15万0.13%3,865 00.0% — 不变
ARCC ARES CAPITAL CORP $37.18万0.13%20,065 4162.1% $7,708 加仓
TRGP TARGA RES CORP $37.43万0.13%1,396 70.5% $1,877 加仓
GILD GILEAD SCIENCES INC $37.88万0.13%2,998 -1,379-31.5% -$17.42万 减仓
ATO ATMOS ENERGY CORP $37.97万0.13%2,204 80057.0% $13.78万 加仓
ABT ABBOTT LABORATORIES $38.19万0.13%4,208 -2,454-36.8% -$22.27万 减仓
SHOP SHOPIFY INC $38.88万0.14%3,405 -112-3.2% -$1.28万 减仓
DVN DEVON ENERGY CORP NEW $38.97万0.14%9,430 1,30416.0% $5.39万 加仓
RDDT REDDIT INC $39.00万0.14%2,247 2,247— $39.00万 新建仓
UNP UNION PAC CORP $39.10万0.14%1,438 -2-0.1% -$544 减仓
FXR FIRST TR EXCHANGE-TRADED FD $39.43万0.14%4,327 50.1% $456 加仓
FDL FIRST TR EXCHANGE-TRADED FD $39.51万0.14%8,119 -12-0.1% -$584 减仓
KMI KINDER MORGAN INC DEL $39.59万0.14%12,384 810.7% $2,590 加仓
IJK ISHARES TR $42.80万0.15%3,642 30.1% $353 加仓
IWM ISHARES TR $42.86万0.15%1,426 20.1% $601 加仓