Tanglewood Legacy Advisors, LLC
HOUSTON TX · SEC CIK 0001965616
$2.76亿2026Q1 申报市值
269持仓数
61.9%前十大占比 · 第一大 18.9%
5 / 4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
PAAA 加仓+$358.10万
IUSV 加仓+$259.24万
IUSG 加仓+$172.13万
RWL 加仓+$130.99万
GFEB 加仓+$89.81万
2026Q1 卖出最多 按季末市值估算
AVUS 减仓-$20.01万
SDY 减仓-$17.51万
DMAY 减仓-$16.14万
VLO 清仓-$14.81万
IWD 减仓-$13.61万
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 |
|---|---|---|---|---|---|---|---|---|
| VLO | VALERO ENERGY | $0 | 0.00% | 0 | -910 | -100.0% | -$14.81万 | 清仓 |
| AMT | AMERICAN TOWER | $0 | 0.00% | 0 | -372 | -100.0% | -$6.53万 | 清仓 |
| KGS | KODIAK GAS | $0 | 0.00% | 0 | -92 | -100.0% | -$3,441 | 清仓 |
| — | DIMENSIONAL US | $0 | 0.00% | 0 | -50 | -100.0% | -$1,980 | 清仓 |
| — | GAMESTOP CORP | $8 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| — | ORGANIGRAM GLOBAL | $169 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $250 | 0.00% | 1 | 0 | 0.0% | — | 不变 |
| GME | GAMESTOP CORP | $461 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| DJT | TRUMP MEDIA | $464 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VSTS | VESTIS CORP | $786 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | OSPREY BITCOIN | $960 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $1,102 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN | $1,114 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY INC | $1,123 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| — | OCCIDENTAL PETE | $1,459 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS | $1,608 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE | $1,775 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| DTCR | GLOBAL X | $2,108 | 0.00% | 88 | -7 | -7.4% | -$168 | 减仓 |
| DVY | ISHARES SELECT | $2,271 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SPXL | DIREXION DAILY | $2,404 | 0.00% | 13 | 13 | — | $2,404 | 新建仓 |
| BROS | DUTCH BROS | $2,533 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $3,076 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TRUST | $3,083 | 0.00% | 123 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS | $3,701 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MDYG | STATE STREET | $3,742 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO FTSE | $4,088 | 0.00% | 86 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $4,094 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES MORNINGSTAR | $4,201 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES CORE | $4,216 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES S&P | $4,453 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| DEA | EASTERLY GOVERNMENT | $4,500 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| AVUV | AVANTIS U S | $4,640 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $4,700 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FLDR | FIDELITY LOW | $5,205 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES 1-3YR | $5,450 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| XTEN | BONDBLOXX 10 | $6,512 | 0.00% | 142 | 0 | 0.0% | — | 不变 |
| FBND | FIDELITY TOTAL | $6,524 | 0.00% | 143 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $7,266 | 0.00% | 1,213 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS | $7,564 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BXMT | BLACKSTONE MORTGAGE | $7,660 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| QUAL | ISHARES MSCI | $7,864 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $7,961 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK | $8,108 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY | $8,124 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| TMFC | MOTLEY FOOL | $8,246 | 0.00% | 125 | 125 | — | $8,246 | 新建仓 |
| MAT | MATTEL INC | $8,718 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $9,490 | 0.00% | 80 | 80 | — | $9,490 | 新建仓 |
| KBR | KBR INC | $9,584 | 0.00% | 260 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $9,717 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $9,952 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS | $1.12万 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS | $1.12万 | 0.00% | 224 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $1.28万 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE | $1.29万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| JPST | JPMORGAN | $1.29万 | 0.00% | 255 | -220 | -46.3% | -$1.11万 | 减仓 |
| OXY | OCCIDENTAL PETROLEUM | $1.30万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $1.35万 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $1.36万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SUSA | ISHARES ESG | $1.37万 | 0.00% | 104 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO S&P | $1.38万 | 0.00% | 95 | -150 | -61.2% | -$2.18万 | 减仓 |
| ETD | ETHAN ALLEN | $1.43万 | 0.01% | 643 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INC | $1.56万 | 0.01% | 31 | 0 | 0.0% | — | 不变 |
| HRB | BLOCK H&R | $1.59万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $1.63万 | 0.01% | 105 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $1.69万 | 0.01% | 50 | 50 | — | $1.69万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR | $1.69万 | 0.01% | 50 | -94 | -65.3% | -$3.18万 | 重新持有 |
| CARR | CARRIER GLOBAL | $1.89万 | 0.01% | 335 | 0 | 0.0% | — | 不变 |
| XMVM | INVESCO S&P | $1.92万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $1.94万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE | $2.01万 | 0.01% | 202 | 1 | 0.5% | $99 | 加仓 |
| XMHQ | INVESCO S&P | $2.07万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| FIXD | FIRST TRUST | $2.09万 | 0.01% | 480 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY | $2.11万 | 0.01% | 600 | 0 | 0.0% | — | 不变 |
| OGS | ONE GAS | $2.15万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES | $2.16万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT INC | $2.16万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $2.31万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER | $2.46万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL | $2.47万 | 0.01% | 77 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL | $2.50万 | 0.01% | 120 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL | $2.63万 | 0.01% | 269 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TRUST | $2.73万 | 0.01% | 539 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS | $2.79万 | 0.01% | 715 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $2.80万 | 0.01% | 190 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN | $2.80万 | 0.01% | 102 | 1 | 1.0% | $275 | 加仓 |
| MUA | BLACKROCK MUNIASSETS | $2.84万 | 0.01% | 2,680 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $2.85万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| CC | CHEMOURS COMPANY | $2.94万 | 0.01% | 1,336 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $3.00万 | 0.01% | 530 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3.25万 | 0.01% | 2,402 | 0 | 0.0% | — | 不变 |
| WDS | WOODSIDE ENERGY | $3.25万 | 0.01% | 1,360 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY | $3.26万 | 0.01% | 410 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $3.46万 | 0.01% | 40 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING | $3.50万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COMPANIES | $3.54万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO LARGE | $3.60万 | 0.01% | 517 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE | $3.70万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $3.75万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA | $3.78万 | 0.01% | 775 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $3.80万 | 0.01% | 295 | 0 | 0.0% | — | 不变 |