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 |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | $5,041.00万 | 14.26% | 573,623 | 181,074 | 46.1% | $1,591.28万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $2,367.05万 | 6.69% | 1,023,367 | 65,383 | 6.8% | $151.23万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,958.00万 | 5.54% | 287,898 | -3,070 | -1.1% | -$20.88万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,811.96万 | 5.12% | 495,071 | 30,106 | 6.5% | $110.19万 | 加仓 |
| IVV | ISHARES TR | $1,598.48万 | 4.52% | 21,345 | 23 | 0.1% | $1.72万 | 加仓 |
| OEF | ISHARES TR | $1,528.13万 | 4.32% | 41,767 | 189 | 0.5% | $6.91万 | 加仓 |
| IVW | ISHARES TR | $1,175.33万 | 3.32% | 85,460 | -7,235 | -7.8% | -$99.50万 | 减仓 |
| IUSB | ISHARES TR | $1,103.03万 | 3.12% | 239,010 | -10,875 | -4.4% | -$50.19万 | 减仓 |
| MBB | ISHARES TR | $1,011.77万 | 2.86% | 107,043 | 3,805 | 3.7% | $35.96万 | 加仓 |
| GOVT | ISHARES TR | $1,008.51万 | 2.85% | 442,717 | -51,615 | -10.4% | -$117.58万 | 减仓 |
| IVE | ISHARES TR | $964.47万 | 2.73% | 42,476 | -14,687 | -25.7% | -$333.49万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $779.28万 | 2.20% | 147,814 | -28,659 | -16.2% | -$151.09万 | 减仓 |
| IEMG | ISHARES INC | $718.24万 | 2.03% | 86,702 | -39,487 | -31.3% | -$327.11万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $659.58万 | 1.87% | 144,708 | 27,106 | 23.0% | $123.55万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $645.58万 | 1.83% | 39,964 | -9,825 | -19.7% | -$158.71万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $583.11万 | 1.65% | 135,262 | -41,508 | -23.5% | -$178.94万 | 减仓 |
| KO | COCA COLA CO | $572.13万 | 1.62% | 70,399 | 647 | 0.9% | $5.26万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $551.71万 | 1.56% | 109,532 | 3,029 | 2.8% | $15.26万 | 加仓 |
| QUAL | ISHARES TR | $549.56万 | 1.55% | 25,045 | -29,693 | -54.2% | -$651.55万 | 减仓 |
| EFG | ISHARES TR | $525.71万 | 1.49% | 42,253 | 19,611 | 86.6% | $244.00万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $521.30万 | 1.47% | 185,845 | 185,845 | — | $521.30万 | 新建仓 |
| EFV | ISHARES TR | $473.31万 | 1.34% | 61,830 | -62,063 | -50.1% | -$475.09万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $469.46万 | 1.33% | 96,936 | -8,836 | -8.4% | -$42.79万 | 减仓 |
| SHLD | GLOBAL X FDS | $445.14万 | 1.26% | 74,550 | -1,917 | -2.5% | -$11.45万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $415.36万 | 1.17% | 79,358 | -37,244 | -31.9% | -$194.93万 | 减仓 |
| IYW | ISHARES TR | $413.05万 | 1.17% | 16,376 | -1,767 | -9.7% | -$44.57万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $358.01万 | 1.01% | 46,677 | 12,649 | 37.2% | $97.02万 | 加仓 |
| IEF | ISHARES TR | $323.26万 | 0.91% | 34,182 | 29,289 | 598.6% | $276.99万 | 加仓 |
| AAPL | APPLE INC | $311.60万 | 0.88% | 10,769 | 1,700 | 18.7% | $49.19万 | 加仓 |
| IVLU | ISHARES TR | $308.79万 | 0.87% | 73,838 | -2,038 | -2.7% | -$8.52万 | 减仓 |
| IAU | ISHARES GOLD TR | $269.87万 | 0.76% | 35,739 | -2,174 | -5.7% | -$16.42万 | 减仓 |
| IWB | ISHARES TR | $268.30万 | 0.76% | 6,552 | -56 | -0.8% | -$2.29万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $243.95万 | 0.69% | 12,192 | 1,566 | 14.7% | $31.33万 | 加仓 |
| SYSB | ISHARES TR | $227.10万 | 0.64% | 25,599 | 1,454 | 6.0% | $12.90万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $206.90万 | 0.59% | 41,191 | 41,191 | — | $206.90万 | 新建仓 |
| EMXC | ISHARES INC | $187.13万 | 0.53% | 18,292 | -683 | -3.6% | -$6.99万 | 减仓 |
| GNMA | ISHARES TR | $175.14万 | 0.50% | 39,597 | 32 | 0.1% | $1,415 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $164.33万 | 0.46% | 32,489 | 34 | 0.1% | $1,720 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $160.42万 | 0.45% | 62,130 | -3,157 | -4.8% | -$8.15万 | 减仓 |
| LMUB | ISHARES TR | $146.15万 | 0.41% | 28,534 | 11,628 | 68.8% | $59.56万 | 加仓 |
| TSLA | TESLA INC | $138.97万 | 0.39% | 3,304 | 601 | 22.2% | $25.28万 | 加仓 |
| GOOGL | ALPHABET INC | $138.64万 | 0.39% | 3,879 | 822 | 26.9% | $29.38万 | 加仓 |
| EMGF | ISHARES INC | $138.14万 | 0.39% | 18,856 | 20 | 0.1% | $1,465 | 加仓 |
| MSFT | MICROSOFT CORP | $132.27万 | 0.37% | 3,546 | 925 | 35.3% | $34.50万 | 加仓 |
| XAR | SPDR SERIES TRUST | $124.67万 | 0.35% | 4,393 | 2,814 | 178.2% | $79.86万 | 加仓 |
| ICVT | ISHARES TR | $121.02万 | 0.34% | 9,941 | -5,778 | -36.8% | -$70.34万 | 减仓 |
| ITOT | ISHARES TR | $118.18万 | 0.33% | 7,194 | -235 | -3.2% | -$3.86万 | 减仓 |
| ESGU | ISHARES TR | $115.42万 | 0.33% | 7,052 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $113.66万 | 0.32% | 4,769 | 587 | 14.0% | $13.99万 | 加仓 |
| MUB | ISHARES TR | $112.69万 | 0.32% | 10,471 | -7,704 | -42.4% | -$82.91万 | 减仓 |
| IEV | ISHARES TR | $112.20万 | 0.32% | 15,402 | -822 | -5.1% | -$5.99万 | 减仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $108.65万 | 0.31% | 12,714 | -3,645 | -22.3% | -$31.15万 | 减仓 |
| META | META PLATFORMS INC | $97.22万 | 0.27% | 1,726 | 231 | 15.5% | $13.01万 | 加仓 |
| IGM | ISHARES TR | $89.61万 | 0.25% | 5,478 | -169 | -3.0% | -$2.76万 | 减仓 |
| EEM | ISHARES TR | $84.77万 | 0.24% | 12,391 | -16 | -0.1% | -$1,095 | 减仓 |
| LRCX | LAM RESEARCH CORP | $83.24万 | 0.24% | 1,921 | 475 | 32.8% | $20.58万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $74.41万 | 0.21% | 1,281 | 1,281 | — | $74.41万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $73.24万 | 0.21% | 1,013 | 331 | 48.5% | $23.93万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $72.37万 | 0.20% | 627 | 627 | — | $72.37万 | 新建仓 |
| KGS | KODIAK GAS SVCS INC | $70.45万 | 0.20% | 9,377 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $70.39万 | 0.20% | 661 | 64 | 10.7% | $6.82万 | 加仓 |
| — | EXXON MOBIL CORP | $65.58万 | 0.19% | 4,797 | 1,116 | 30.3% | $15.26万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $63.25万 | 0.18% | 1,264 | 216 | 20.6% | $10.81万 | 加仓 |
| LLY | ELI LILLY & CO | $61.77万 | 0.17% | 515 | 48 | 10.3% | $5.76万 | 加仓 |
| AVGO | BROADCOM INC | $57.95万 | 0.16% | 1,534 | 186 | 13.8% | $7.03万 | 加仓 |
| KLAC | KLA CORP | $54.61万 | 0.15% | 1,810 | 1,810 | — | $54.61万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $51.43万 | 0.15% | 533 | -100 | -15.8% | -$9.65万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $49.96万 | 0.14% | 9,648 | 0 | 0.0% | — | 不变 |
| VWOB | VANGUARD WHITEHALL FDS | $49.93万 | 0.14% | 7,425 | -111 | -1.5% | -$7,464 | 减仓 |
| AGG | ISHARES TR | $45.94万 | 0.13% | 4,641 | 47 | 1.0% | $4,652 | 加仓 |
| GOOG | ALPHABET INC | $45.51万 | 0.13% | 1,288 | 0 | 0.0% | — | 不变 |
| BNDW | VANGUARD SCOTTSDALE FDS | $44.52万 | 0.13% | 6,496 | -6,711 | -50.8% | -$45.99万 | 重新持有 |
| EMB | ISHARES TR | $43.21万 | 0.12% | 4,480 | -977 | -17.9% | -$9.42万 | 减仓 |
| LIN | LINDE PLC | $42.19万 | 0.12% | 813 | 41 | 5.3% | $2.13万 | 加仓 |
| V | VISA INC | $41.89万 | 0.12% | 1,221 | 320 | 35.5% | $10.98万 | 加仓 |
| WMT | WALMART INC | $40.91万 | 0.12% | 3,612 | 63 | 1.8% | $7,135 | 加仓 |
| IWL | ISHARES TR | $40.62万 | 0.11% | 2,196 | 33 | 1.5% | $6,103 | 加仓 |
| IFRA | ISHARES TR | $40.43万 | 0.11% | 6,414 | -178 | -2.7% | -$1.12万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $38.37万 | 0.11% | 1,511 | 322 | 27.1% | $8.18万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $36.34万 | 0.10% | 6,585 | -12,796 | -66.0% | -$70.61万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $33.93万 | 0.10% | 6,310 | -770 | -10.9% | -$4.14万 | 减仓 |
| — | ISHARES TR | $33.31万 | 0.09% | 3,208 | -308 | -8.8% | -$3.20万 | 减仓 |
| USMV | ISHARES TR | $33.22万 | 0.09% | 3,444 | -671 | -16.3% | -$6.47万 | 减仓 |
| VV | VANGUARD INDEX FDS | $32.74万 | 0.09% | 952 | -746 | -43.9% | -$25.66万 | 减仓 |
| TJX | TJX COS INC NEW | $32.60万 | 0.09% | 2,152 | 201 | 10.3% | $3.05万 | 加仓 |
| MMM | 3M CO | $32.48万 | 0.09% | 2,006 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $31.90万 | 0.09% | 1,071 | 1,071 | — | $31.90万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $31.29万 | 0.09% | 1,980 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $30.80万 | 0.09% | 2,206 | 2,206 | — | $30.80万 | 新建仓 |
| LQD | ISHARES TR | $30.22万 | 0.09% | 2,771 | -165 | -5.6% | -$1.80万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $30.21万 | 0.09% | 1,058 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $29.32万 | 0.08% | 15,823 | 0 | 0.0% | — | 不变 |
| CSV | CARRIAGE SVCS INC | $29.17万 | 0.08% | 7,607 | 0 | 0.0% | — | 不变 |
| GVI | ISHARES TR | $28.40万 | 0.08% | 2,677 | 2,677 | — | $28.40万 | 新建仓 |
| MRK | MERCK & CO INC | $28.24万 | 0.08% | 2,198 | 277 | 14.4% | $3.56万 | 加仓 |
| TXN | TEXAS INSTRS INC | $27.87万 | 0.08% | 935 | 935 | — | $27.87万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $27.76万 | 0.08% | 848 | 32 | 3.9% | $1.05万 | 加仓 |
| CSCO | CISCO SYS INC | $27.10万 | 0.08% | 2,307 | 2,307 | — | $27.10万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $26.56万 | 0.08% | 1,394 | 0 | 0.0% | — | 重新持有 |
| CVX | CHEVRON CORPORATION | $25.78万 | 0.07% | 1,555 | -12 | -0.8% | -$1,989 | 减仓 |