13F 机构持仓

TSA Wealth Managment LLC

HOUSTON TX · SEC CIK 0001963669

2026Q22026Q1 更早 9 个季度 🔒
$3.54亿2026Q2 申报市值
119持仓数
52.6%前十大占比 · 第一大 14.3%
21 / 9新建仓 / 清仓
申报市值走势$3.54亿2026Q2
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

SPYM 14.3%
SCHZ 6.7%
DYNF 5.5%
CORO 5.1%
IVV 4.5%
OEF 4.3%
IVW 3.3%
IUSB 3.1%
MBB 2.9%
GOVT 2.9%

2026Q2 买入最多 按季末市值估算

SPYM 加仓+$1,591.28万
IALT 新建仓+$521.30万
IEF 加仓+$276.99万
EFG 加仓+$244.00万
VTIP 新建仓+$206.90万

2026Q2 卖出最多 按季末市值估算

QUAL 减仓-$651.55万
EFV 减仓-$475.09万
IVE 减仓-$333.49万
IEMG 减仓-$327.11万
BINC 减仓-$194.93万

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
IEF ISHARES TR $323.26万0.91%34,182 29,289598.6% $276.99万 加仓
BIV VANGUARD BD INDEX FDS $358.01万1.01%46,677 12,64937.2% $97.02万 加仓
IYW ISHARES TR $413.05万1.17%16,376 -1,767-9.7% -$44.57万 减仓
BINC BLACKROCK ETF TRUST II $415.36万1.17%79,358 -37,244-31.9% -$194.93万 减仓
SHLD GLOBAL X FDS $445.14万1.26%74,550 -1,917-2.5% -$11.45万 减仓
BNDX VANGUARD CHARLOTTE FDS $469.46万1.33%96,936 -8,836-8.4% -$42.79万 减仓
EFV ISHARES TR $473.31万1.34%61,830 -62,063-50.1% -$475.09万 减仓
IALT BLACKROCK ETF TRUST $521.30万1.47%185,845 185,845— $521.30万 新建仓
EFG ISHARES TR $525.71万1.49%42,253 19,61186.6% $244.00万 加仓
QUAL ISHARES TR $549.56万1.55%25,045 -29,693-54.2% -$651.55万 减仓
BLCR BLACKROCK ETF TRUST $551.71万1.56%109,532 3,0292.8% $15.26万 加仓
KO COCA COLA CO $572.13万1.62%70,399 6470.9% $5.26万 加仓
THRO BLACKROCK ETF TRUST $583.11万1.65%135,262 -41,508-23.5% -$178.94万 减仓
SPMO INVESCO EXCH TRADED FD TR II $645.58万1.83%39,964 -9,825-19.7% -$158.71万 减仓
XTEN BONDBLOXX ETF TRUST $659.58万1.87%144,708 27,10623.0% $123.55万 加仓
IEMG ISHARES INC $718.24万2.03%86,702 -39,487-31.3% -$327.11万 减仓
BAI BLACKROCK ETF TRUST $779.28万2.20%147,814 -28,659-16.2% -$151.09万 减仓
IVE ISHARES TR $964.47万2.73%42,476 -14,687-25.7% -$333.49万 减仓
GOVT ISHARES TR $1,008.51万2.85%442,717 -51,615-10.4% -$117.58万 减仓
MBB ISHARES TR $1,011.77万2.86%107,043 3,8053.7% $35.96万 加仓
IUSB ISHARES TR $1,103.03万3.12%239,010 -10,875-4.4% -$50.19万 减仓
IVW ISHARES TR $1,175.33万3.32%85,460 -7,235-7.8% -$99.50万 减仓
OEF ISHARES TR $1,528.13万4.32%41,767 1890.5% $6.91万 加仓
IVV ISHARES TR $1,598.48万4.52%21,345 230.1% $1.72万 加仓
CORO BLACKROCK ETF TRUST $1,811.96万5.12%495,071 30,1066.5% $110.19万 加仓
DYNF BLACKROCK ETF TRUST $1,958.00万5.54%287,898 -3,070-1.1% -$20.88万 减仓
SCHZ SCHWAB STRATEGIC TR $2,367.05万6.69%1,023,367 65,3836.8% $151.23万 加仓
SPYM SPDR SERIES TRUST $5,041.00万14.26%573,623 181,07446.1% $1,591.28万 加仓