TSA Wealth Managment LLC
HOUSTON TX · SEC CIK 0001963669
$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
26Q126Q2
前十大持仓 占组合比例
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 | 29,289 | 598.6% | $276.99万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $358.01万 | 1.01% | 46,677 | 12,649 | 37.2% | $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 | 19,611 | 86.6% | $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 | 3,029 | 2.8% | $15.26万 | 加仓 |
| KO | COCA COLA CO | $572.13万 | 1.62% | 70,399 | 647 | 0.9% | $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 | 27,106 | 23.0% | $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 | 3,805 | 3.7% | $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 | 189 | 0.5% | $6.91万 | 加仓 |
| IVV | ISHARES TR | $1,598.48万 | 4.52% | 21,345 | 23 | 0.1% | $1.72万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,811.96万 | 5.12% | 495,071 | 30,106 | 6.5% | $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 | 65,383 | 6.8% | $151.23万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $5,041.00万 | 14.26% | 573,623 | 181,074 | 46.1% | $1,591.28万 | 加仓 |