TSA Wealth Managment LLC
HOUSTON TX · SEC CIK 0001963669
$3.09亿2026Q1 申报市值
105持仓数
50.7%前十大占比 · 第一大 9.7%
18 / 2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
CORO 新建仓+$1,495.00万
GOVT 加仓+$914.31万
SPYM 加仓+$516.03万
BLCR 新建仓+$437.30万
SHLD 加仓+$223.32万
2026Q1 卖出最多 按季末市值估算
OEF 减仓-$885.06万
IEMG 减仓-$474.87万
EFV 减仓-$369.11万
IAU 减仓-$332.51万
KGS 减仓-$270.03万
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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $3,004.57万 | 9.71% | 392,549 | 67,419 | 20.7% | $516.03万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,224.44万 | 7.19% | 957,984 | 19,237 | 2.0% | $44.67万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,692.85万 | 5.47% | 290,968 | -38,603 | -11.7% | -$224.59万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,495.00万 | 4.83% | 464,965 | 464,965 | — | $1,495.00万 | 新建仓 |
| IVV | ISHARES TR | $1,392.76万 | 4.50% | 21,322 | -1,037 | -4.6% | -$67.74万 | 减仓 |
| OEF | ISHARES TR | $1,322.47万 | 4.27% | 41,578 | -27,826 | -40.1% | -$885.06万 | 减仓 |
| IVE | ISHARES TR | $1,207.00万 | 3.90% | 57,163 | -5,882 | -9.3% | -$124.20万 | 减仓 |
| IUSB | ISHARES TR | $1,154.22万 | 3.73% | 249,885 | 11,104 | 4.7% | $51.29万 | 加仓 |
| GOVT | ISHARES TR | $1,132.51万 | 3.66% | 494,332 | 399,087 | 419.0% | $914.31万 | 加仓 |
| QUAL | ISHARES TR | $1,049.93万 | 3.39% | 54,738 | -855 | -1.5% | -$16.40万 | 减仓 |
| IVW | ISHARES TR | $1,048.47万 | 3.39% | 92,695 | 1,533 | 1.7% | $17.34万 | 加仓 |
| MBB | ISHARES TR | $980.24万 | 3.17% | 103,238 | 6,305 | 6.5% | $59.87万 | 加仓 |
| EFV | ISHARES TR | $921.14万 | 2.98% | 123,893 | -49,645 | -28.6% | -$369.11万 | 减仓 |
| IEMG | ISHARES INC | $880.17万 | 2.84% | 126,189 | -68,082 | -35.0% | -$474.87万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $640.26万 | 2.07% | 176,770 | 6,521 | 3.8% | $23.62万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $605.51万 | 1.96% | 116,602 | -20,138 | -14.7% | -$104.58万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $581.48万 | 1.88% | 176,473 | 15,986 | 10.0% | $52.67万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $558.18万 | 1.80% | 49,789 | 3,966 | 8.7% | $44.46万 | 加仓 |
| SHLD | GLOBAL X FDS | $541.69万 | 1.75% | 76,467 | 31,524 | 70.1% | $223.32万 | 加仓 |
| XTEN | BONDBLOXX ETF TRUST | $539.32万 | 1.74% | 117,602 | -1,375 | -1.2% | -$6.31万 | 减仓 |
| KO | COCA COLA CO | $530.46万 | 1.71% | 69,752 | -197 | -0.3% | -$1.50万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $508.23万 | 1.64% | 105,772 | 19,746 | 23.0% | $94.88万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $437.30万 | 1.41% | 106,503 | 106,503 | — | $437.30万 | 新建仓 |
| IAU | ISHARES GOLD TR | $334.24万 | 1.08% | 37,913 | -37,717 | -49.9% | -$332.51万 | 减仓 |
| IYW | ISHARES TR | $329.15万 | 1.06% | 18,143 | -1,513 | -7.7% | -$27.45万 | 减仓 |
| IVLU | ISHARES TR | $301.08万 | 0.97% | 75,876 | -4,281 | -5.3% | -$16.99万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $262.63万 | 0.85% | 34,028 | 2,415 | 7.6% | $18.64万 | 加仓 |
| EFG | ISHARES TR | $252.16万 | 0.81% | 22,642 | -3,927 | -14.8% | -$43.74万 | 减仓 |
| IWB | ISHARES TR | $235.61万 | 0.76% | 6,608 | 122 | 1.9% | $4.35万 | 加仓 |
| AAPL | APPLE INC | $230.15万 | 0.74% | 9,069 | 1,119 | 14.1% | $28.40万 | 加仓 |
| SYSB | ISHARES TR | $214.89万 | 0.69% | 24,145 | -3,274 | -11.9% | -$29.14万 | 减仓 |
| MUB | ISHARES TR | $192.93万 | 0.62% | 18,175 | 9,471 | 108.8% | $100.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $185.32万 | 0.60% | 10,626 | 966 | 10.0% | $16.85万 | 加仓 |
| GNMA | ISHARES TR | $175.39万 | 0.57% | 39,565 | -4,682 | -10.6% | -$20.76万 | 减仓 |
| SCMB | SCHWAB STRATEGIC TR | $166.35万 | 0.54% | 65,287 | 6,687 | 11.4% | $17.04万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $161.92万 | 0.52% | 32,455 | 95 | 0.3% | $4,740 | 加仓 |
| ICVT | ISHARES TR | $160.00万 | 0.52% | 15,719 | -5,073 | -24.4% | -$51.64万 | 减仓 |
| EMXC | ISHARES INC | $149.26万 | 0.48% | 18,975 | 3,533 | 22.9% | $27.79万 | 加仓 |
| EMGF | ISHARES INC | $113.83万 | 0.37% | 18,836 | -1,158 | -5.8% | -$7.00万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $111.11万 | 0.36% | 16,359 | 4 | 0.0% | $272 | 加仓 |
| IEV | ISHARES TR | $110.23万 | 0.36% | 16,224 | -2,600 | -13.8% | -$17.66万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $107.28万 | 0.35% | 19,381 | -1,704 | -8.1% | -$9.43万 | 减仓 |
| ITOT | ISHARES TR | $105.81万 | 0.34% | 7,429 | 733 | 10.9% | $10.44万 | 加仓 |
| TSLA | TESLA INC | $100.48万 | 0.32% | 2,703 | -335 | -11.0% | -$12.45万 | 减仓 |
| ESGU | ISHARES TR | $99.73万 | 0.32% | 7,052 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $97.02万 | 0.31% | 2,621 | -44 | -1.7% | -$1.63万 | 减仓 |
| GOOGL | ALPHABET INC | $87.91万 | 0.28% | 3,057 | 395 | 14.8% | $11.36万 | 加仓 |
| AMZN | AMAZON COM INC | $87.10万 | 0.28% | 4,182 | 578 | 16.0% | $12.04万 | 加仓 |
| META | META PLATFORMS INC | $85.53万 | 0.28% | 1,495 | 244 | 19.5% | $13.96万 | 加仓 |
| LMUB | ISHARES TR | $84.41万 | 0.27% | 16,906 | 16,906 | — | $84.41万 | 新建仓 |
| TLH | ISHARES TR | $72.98万 | 0.24% | 7,246 | -1,281 | -15.0% | -$12.90万 | 减仓 |
| EEM | ISHARES TR | $70.46万 | 0.23% | 12,407 | -1,988 | -13.8% | -$11.29万 | 减仓 |
| IGM | ISHARES TR | $66.92万 | 0.22% | 5,647 | -173 | -3.0% | -$2.05万 | 减仓 |
| — | EXXON MOBIL CORP | $62.45万 | 0.20% | 3,681 | -2 | -0.1% | -$339 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $58.67万 | 0.19% | 12,341 | 12,341 | — | $58.67万 | 新建仓 |
| KGS | KODIAK GAS SVCS INC | $54.69万 | 0.18% | 9,377 | -46,301 | -83.2% | -$270.03万 | 减仓 |
| EMB | ISHARES TR | $51.26万 | 0.17% | 5,457 | -24,164 | -81.6% | -$226.97万 | 减仓 |
| VV | VANGUARD INDEX FDS | $50.74万 | 0.16% | 1,698 | -291 | -14.6% | -$8.70万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $50.22万 | 0.16% | 1,048 | 128 | 13.9% | $6.13万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $49.50万 | 0.16% | 7,536 | -2,118 | -21.9% | -$13.91万 | 减仓 |
| IEF | ISHARES TR | $46.70万 | 0.15% | 4,893 | 1,400 | 40.1% | $13.36万 | 加仓 |
| AGG | ISHARES TR | $45.60万 | 0.15% | 4,594 | -25 | -0.5% | -$2,482 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $45.26万 | 0.15% | 9,648 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $44.11万 | 0.14% | 3,549 | 3,549 | — | $44.11万 | 新建仓 |
| LLY | ELI LILLY & CO | $42.95万 | 0.14% | 467 | 107 | 29.7% | $9.84万 | 加仓 |
| CAT | CATERPILLAR INC | $42.30万 | 0.14% | 597 | 597 | — | $42.30万 | 新建仓 |
| AVGO | BROADCOM INC | $41.72万 | 0.13% | 1,348 | -368 | -21.4% | -$11.39万 | 减仓 |
| XAR | SPDR SERIES TRUST | $40.10万 | 0.13% | 1,579 | 510 | 47.7% | $12.95万 | 加仓 |
| LIN | LINDE PLC | $38.27万 | 0.12% | 772 | 57 | 8.0% | $2.83万 | 加仓 |
| USMV | ISHARES TR | $38.16万 | 0.12% | 4,115 | 554 | 15.6% | $5.14万 | 加仓 |
| IFRA | ISHARES TR | $37.71万 | 0.12% | 6,592 | -616 | -8.5% | -$3.52万 | 减仓 |
| GOOG | ALPHABET INC | $36.95万 | 0.12% | 1,288 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $36.63万 | 0.12% | 3,516 | -93 | -2.6% | -$9,688 | 减仓 |
| CSV | CARRIAGE SVCS INC | $34.73万 | 0.11% | 7,607 | 0 | 0.0% | — | 不变 |
| IWL | ISHARES TR | $34.71万 | 0.11% | 2,163 | 2,163 | — | $34.71万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $32.42万 | 0.10% | 1,567 | 1,567 | — | $32.42万 | 新建仓 |
| LQD | ISHARES TR | $32.00万 | 0.10% | 2,936 | -41 | -1.4% | -$4,469 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $31.28万 | 0.10% | 7,080 | -15 | -0.2% | -$663 | 减仓 |
| TJX | TJX COS INC NEW | $31.16万 | 0.10% | 1,951 | 1,951 | — | $31.16万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $30.90万 | 0.10% | 1,446 | 37 | 2.6% | $7,905 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $29.32万 | 0.09% | 1,980 | 1,980 | — | $29.32万 | 新建仓 |
| MMM | 3M CO | $29.13万 | 0.09% | 2,006 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $29.06万 | 0.09% | 1,189 | 1,189 | — | $29.06万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $28.90万 | 0.09% | 290 | 290 | — | $28.90万 | 新建仓 |
| GLD | SPDR GOLD TR | $28.66万 | 0.09% | 666 | 100 | 17.7% | $4.30万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $28.51万 | 0.09% | 15,823 | 15,823 | — | $28.51万 | 新建仓 |
| V | VISA INC | $27.23万 | 0.09% | 901 | 242 | 36.7% | $7.31万 | 重新持有 |
| PLTR | PALANTIR TECHNOLOGIES INC | $26.94万 | 0.09% | 1,842 | 440 | 31.4% | $6.44万 | 加仓 |
| HEZU | ISHARES TR | $24.90万 | 0.08% | 5,697 | -109 | -1.9% | -$4,763 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $24.80万 | 0.08% | 633 | -630 | -49.9% | -$24.68万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $24.00万 | 0.08% | 816 | -42 | -4.9% | -$1.24万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $23.83万 | 0.08% | 477 | 98 | 25.9% | $4.90万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $23.75万 | 0.08% | 4,875 | 4,875 | — | $23.75万 | 新建仓 |
| USAC | USA COMPRESSION PARTNERS LP | $23.56万 | 0.08% | 8,689 | 0 | 0.0% | — | 重新持有 |
| ILCV | ISHARES TR | $23.39万 | 0.08% | 2,511 | -74 | -2.9% | -$6,892 | 减仓 |
| TLT | ISHARES TR | $23.38万 | 0.08% | 2,697 | -1,224 | -31.2% | -$10.61万 | 减仓 |
| AMAT | APPLIED MATLS INC | $23.31万 | 0.08% | 682 | 682 | — | $23.31万 | 新建仓 |
| MRK | MERCK & CO INC | $23.11万 | 0.07% | 1,921 | 1,921 | — | $23.11万 | 新建仓 |
| FTEC | FIDELITY COVINGTON TRUST | $22.01万 | 0.07% | 1,058 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $21.28万 | 0.07% | 2,213 | 2,213 | — | $21.28万 | 新建仓 |