TLWM
SAN ANTONIO TX · SEC CIK 0001732537
$5.55亿2026Q1 申报市值
69持仓数
86.3%前十大占比 · 第一大 20.2%
0 / 3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
SPYG 加仓+$1,603.56万
ACWX 加仓+$1,118.68万
IWV 加仓+$483.66万
SPY 加仓+$456.14万
BSCU 加仓+$248.17万
2026Q1 卖出最多 按季末市值估算
SGOV 清仓-$2,344.88万
AZN 清仓-$167.35万
BIL 减仓-$124.36万
IBM 清仓-$24.14万
XLK 减仓-$9.86万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SGOV | ISHARES TR | $0 | 0.00% | 0 | -233,603 | -100.0% | -$2,344.88万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -9,102 | -100.0% | -$167.35万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -815 | -100.0% | -$24.14万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $20.17万 | 0.04% | 1,518 | -742 | -32.8% | -$9.86万 | 减仓 |
| CMF | ISHARES TR | $22.66万 | 0.04% | 3,986 | 430 | 12.1% | $2.44万 | 加仓 |
| AVGO | BROADCOM INC | $23.40万 | 0.04% | 756 | -8 | -1.0% | -$2,476 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $27.97万 | 0.05% | 3,724 | 170 | 4.8% | $1.28万 | 加仓 |
| NFLX | NETFLIX INC. | $30.77万 | 0.06% | 3,200 | 890 | 38.5% | $8.56万 | 加仓 |
| KO | COCA COLA CO | $33.10万 | 0.06% | 4,353 | 747 | 20.7% | $5.68万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $34.31万 | 0.06% | 4,691 | -1,178 | -20.1% | -$8.62万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $38.63万 | 0.07% | 1,309 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $47.85万 | 0.09% | 1,112 | 62 | 5.9% | $2.67万 | 加仓 |
| GOOG | ALPHABET INC | $50.80万 | 0.09% | 1,771 | 152 | 9.4% | $4.36万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $51.03万 | 0.09% | 22,162 | -1,180 | -5.1% | -$2.72万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $51.23万 | 0.09% | 21,897 | -1,262 | -5.4% | -$2.95万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $51.55万 | 0.09% | 21,820 | -249 | -1.1% | -$5,883 | 减仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $51.93万 | 0.09% | 21,953 | -257 | -1.2% | -$6,079 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $52.01万 | 0.09% | 23,845 | -168 | -0.7% | -$3,665 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $54.18万 | 0.10% | 3,612 | 104 | 3.0% | $1.56万 | 加仓 |
| NTRA | NATERA INC | $59.46万 | 0.11% | 2,973 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $62.86万 | 0.11% | 2,586 | 106 | 4.3% | $2.58万 | 加仓 |
| COP | CONOCOPHILLIPS | $63.33万 | 0.11% | 4,798 | -174 | -3.5% | -$2.30万 | 减仓 |
| ZS | ZSCALER INC | $70.69万 | 0.13% | 5,039 | 155 | 3.2% | $2.17万 | 加仓 |
| EMN | EASTMAN CHEM CO | $75.54万 | 0.14% | 9,898 | 366 | 3.8% | $2.79万 | 加仓 |
| QQQ | INVESCO QQQ TR | $77.00万 | 0.14% | 1,334 | 1 | 0.1% | $577 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $77.66万 | 0.14% | 17,011 | 2,565 | 17.8% | $11.71万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $86.58万 | 0.16% | 6,802 | 222 | 3.4% | $2.83万 | 加仓 |
| IBDR | ISHARES TR | $86.61万 | 0.16% | 35,730 | 0 | 0.0% | — | 不变 |
| NICE | NICE LTD | $87.04万 | 0.16% | 7,894 | 453 | 6.1% | $4.99万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $87.70万 | 0.16% | 4,455 | 136 | 3.1% | $2.68万 | 加仓 |
| QYLD | GLOBAL X FDS | $88.91万 | 0.16% | 51,842 | 10,687 | 26.0% | $18.33万 | 加仓 |
| ORCL | ORACLE CORP | $89.43万 | 0.16% | 6,079 | 218 | 3.7% | $3.21万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $90.38万 | 0.16% | 3,340 | 445 | 15.4% | $12.04万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $98.95万 | 0.18% | 15,768 | 614 | 4.1% | $3.85万 | 加仓 |
| MCD | MCDONALDS CORP | $100.38万 | 0.18% | 3,230 | 108 | 3.5% | $3.36万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $114.00万 | 0.21% | 2,379 | -55 | -2.3% | -$2.64万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $115.04万 | 0.21% | 14,551 | 599 | 4.3% | $4.74万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $116.88万 | 0.21% | 15,271 | 623 | 4.3% | $4.77万 | 加仓 |
| TWLO | TWILIO INC | $123.56万 | 0.22% | 9,820 | 405 | 4.3% | $5.10万 | 加仓 |
| — | HONEYWELL INTL INC | $139.89万 | 0.25% | 6,189 | 197 | 3.3% | $4.45万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $158.77万 | 0.29% | 4,626 | 182 | 4.1% | $6.25万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $170.96万 | 0.31% | 17,260 | 874 | 5.3% | $8.66万 | 加仓 |
| V | VISA INC | $174.39万 | 0.31% | 5,770 | 194 | 3.5% | $5.86万 | 加仓 |
| — | EXXON MOBIL CORP | $176.50万 | 0.32% | 10,403 | 159 | 1.6% | $2.70万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $177.80万 | 0.32% | 18,919 | 678 | 3.7% | $6.37万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $178.13万 | 0.32% | 8,133 | 271 | 3.4% | $5.94万 | 加仓 |
| CRM | SALESFORCE INC | $179.39万 | 0.32% | 9,610 | 489 | 5.4% | $9.13万 | 加仓 |
| BAC | BANK AMERICA CORP | $187.29万 | 0.34% | 38,419 | 1,237 | 3.3% | $6.03万 | 加仓 |
| MSFT | MICROSOFT CORP | $188.71万 | 0.34% | 5,098 | 204 | 4.2% | $7.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $191.85万 | 0.35% | 3,211 | 322 | 11.1% | $19.24万 | 加仓 |
| MS | MORGAN STANLEY | $198.83万 | 0.36% | 12,082 | 741 | 6.5% | $12.19万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $201.44万 | 0.36% | 6,848 | 252 | 3.8% | $7.41万 | 加仓 |
| CVX | CHEVRON CORPORATION | $210.62万 | 0.38% | 10,180 | 277 | 2.8% | $5.73万 | 加仓 |
| BIL | SPDR SERIES TRUST | $245.32万 | 0.44% | 26,770 | -13,570 | -33.6% | -$124.36万 | 减仓 |
| META | META PLATFORMS INC | $248.25万 | 0.45% | 4,339 | 148 | 3.5% | $8.47万 | 加仓 |
| WMT | WALMART INC | $280.09万 | 0.50% | 22,537 | 1,159 | 5.4% | $14.40万 | 加仓 |
| AMZN | AMAZON COM INC | $282.25万 | 0.51% | 13,552 | 671 | 5.2% | $13.97万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $284.89万 | 0.51% | 7,228 | 348 | 5.1% | $13.72万 | 加仓 |
| GOOGL | ALPHABET INC | $296.19万 | 0.53% | 10,300 | 361 | 3.6% | $10.38万 | 加仓 |
| TSLA | TESLA INC | $304.84万 | 0.55% | 8,200 | 259 | 3.3% | $9.63万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $323.84万 | 0.58% | 18,569 | 3,589 | 24.0% | $62.59万 | 加仓 |
| AAPL | APPLE INC | $381.93万 | 0.69% | 15,049 | 600 | 4.2% | $15.23万 | 加仓 |
| IBDS | ISHARES TR | $401.92万 | 0.72% | 165,808 | -788 | -0.5% | -$1.91万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $2,581.97万 | 4.65% | 1,315,656 | 99,220 | 8.2% | $194.72万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $2,921.68万 | 5.26% | 1,565,709 | 101,641 | 6.9% | $189.67万 | 加仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $3,018.90万 | 5.44% | 1,805,663 | 148,434 | 9.0% | $248.17万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $3,303.11万 | 5.95% | 1,617,351 | 111,729 | 7.4% | $228.18万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $3,325.44万 | 5.99% | 1,702,736 | 125,891 | 8.0% | $245.87万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $3,804.33万 | 6.85% | 388,554 | 163,779 | 72.9% | $1,603.56万 | 加仓 |
| ACWX | ISHARES TR | $6,436.83万 | 11.59% | 940,099 | 163,383 | 21.0% | $1,118.68万 | 加仓 |
| IWV | ISHARES TR | $1.09亿 | 19.65% | 294,238 | 13,048 | 4.6% | $483.66万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.12亿 | 20.21% | 172,513 | 7,014 | 4.2% | $456.14万 | 加仓 |