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 |
|---|---|---|---|---|---|---|---|---|
| PBW | INVESCO WILDERHILL | $3.89万 | 0.01% | 1,233 | 2 | 0.2% | $63 | 加仓 |
| MSIF | MSC INCOME | $3.96万 | 0.01% | 3,250 | -2,581 | -44.3% | -$3.14万 | 减仓 |
| MTUM | ISHARES MSCI | $3.96万 | 0.01% | 165 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX | $3.97万 | 0.01% | 696 | 0 | 0.0% | — | 不变 |
| HII | HUNTINGTON INGALLS | $4.03万 | 0.01% | 106 | 0 | 0.0% | — | 不变 |
| DMAR | FIRST TRUST | $4.28万 | 0.02% | 1,010 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS | $4.31万 | 0.02% | 270 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P | $4.64万 | 0.02% | 404 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $4.66万 | 0.02% | 150 | 0 | 0.0% | — | 不变 |
| KYN | KAYNE ANDERSON | $4.77万 | 0.02% | 3,338 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $4.87万 | 0.02% | 872 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT | $5.00万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $5.24万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $5.47万 | 0.02% | 533 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST | $5.51万 | 0.02% | 1,085 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $5.82万 | 0.02% | 2,072 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT | $6.01万 | 0.02% | 183 | -2 | -1.1% | -$657 | 减仓 |
| CSCO | CISCO SYSTEMS | $6.08万 | 0.02% | 783 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED | $6.20万 | 0.02% | 775 | 0 | 0.0% | — | 不变 |
| XLE | STATE STREET | $6.22万 | 0.02% | 1,015 | 7 | 0.7% | $429 | 加仓 |
| MGV | VANGUARD MEGA | $6.28万 | 0.02% | 433 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO S&P | $6.57万 | 0.02% | 570 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $6.82万 | 0.02% | 549 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY | $6.95万 | 0.03% | 600 | 0 | 0.0% | — | 不变 |
| FMAR | FIRST TRUST | $6.98万 | 0.03% | 1,440 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US | $7.13万 | 0.03% | 2,034 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA | $7.35万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE | $7.40万 | 0.03% | 512 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL | $7.47万 | 0.03% | 1,296 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HOLDINGS | $7.73万 | 0.03% | 1,708 | 0 | 0.0% | — | 不变 |
| — | ISHARES MSCI | $7.98万 | 0.03% | 950 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID | $8.03万 | 0.03% | 436 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS | $8.05万 | 0.03% | 487 | 0 | 0.0% | — | 不变 |
| AVLV | AVANTIS US | $8.20万 | 0.03% | 1,017 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION | $8.25万 | 0.03% | 1,220 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $8.26万 | 0.03% | 719 | 8 | 1.1% | $920 | 加仓 |
| DSEP | FIRST TRUST | $8.35万 | 0.03% | 1,899 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET | $8.65万 | 0.03% | 535 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $8.85万 | 0.03% | 815 | -140 | -14.7% | -$1.52万 | 减仓 |
| MAR | MARRIOTT INTL | $9.06万 | 0.03% | 277 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY | $9.20万 | 0.03% | 100 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD S&P | $9.40万 | 0.03% | 822 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA COMPANY | $9.41万 | 0.03% | 1,238 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE | $9.55万 | 0.03% | 1,342 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $9.63万 | 0.03% | 443 | -35 | -7.3% | -$7,612 | 减仓 |
| ADP | AUTOMATIC DATA | $9.95万 | 0.04% | 490 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST | $10.50万 | 0.04% | 661 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET | $10.81万 | 0.04% | 741 | -1,200 | -61.8% | -$17.51万 | 减仓 |
| QTEC | FIRST TRUST | $10.93万 | 0.04% | 506 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $11.33万 | 0.04% | 1,868 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB FUNDAMENTAL | $11.40万 | 0.04% | 4,191 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $11.40万 | 0.04% | 230 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P | $11.46万 | 0.04% | 597 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL | $11.58万 | 0.04% | 4,159 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $11.77万 | 0.04% | 610 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI | $12.66万 | 0.05% | 1,615 | 1,615 | — | $12.66万 | 新建仓 |
| VFH | VANGUARD FINANCIALS | $12.78万 | 0.05% | 1,058 | -400 | -27.4% | -$4.83万 | 减仓 |
| SHEL | SHELL PLC | $12.91万 | 0.05% | 1,388 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION | $13.13万 | 0.05% | 730 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $13.36万 | 0.05% | 3,300 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES | $13.81万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG | $14.14万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN | $14.33万 | 0.05% | 210 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN COMPANY | $14.49万 | 0.05% | 1,501 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS | $14.58万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE | $14.62万 | 0.05% | 2,165 | 0 | 0.0% | — | 不变 |
| FSEP | FIRST TRUST | $14.74万 | 0.05% | 2,929 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET | $14.75万 | 0.05% | 1,631 | 0 | 0.0% | — | 不变 |
| CI | CIGNA GROUP | $15.18万 | 0.05% | 569 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS | $15.22万 | 0.06% | 266 | 205 | 336.1% | $11.73万 | 加仓 |
| OKE | ONEOK INC | $15.42万 | 0.06% | 1,706 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $15.55万 | 0.06% | 1,708 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $16.05万 | 0.06% | 558 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES MORNINGSTAR | $16.49万 | 0.06% | 2,094 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL | $17.06万 | 0.06% | 1,734 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $17.31万 | 0.06% | 950 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $19.34万 | 0.07% | 2,931 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $23.14万 | 0.08% | 1,192 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE | $23.43万 | 0.08% | 2,588 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY | $24.23万 | 0.09% | 2,514 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS | $24.29万 | 0.09% | 1,002 | -24 | -2.3% | -$5,817 | 减仓 |
| IWM | ISHARES RUSSELL | $25.69万 | 0.09% | 1,036 | -200 | -16.2% | -$4.96万 | 减仓 |
| VOO | VANGUARD S&P | $28.56万 | 0.10% | 478 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $28.95万 | 0.10% | 7,650 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TRUST | $30.37万 | 0.11% | 2,490 | 6 | 0.2% | $732 | 加仓 |
| DFAE | DIMENSIONAL EMERGING | $32.71万 | 0.12% | 9,659 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $35.00万 | 0.13% | 1,220 | 120 | 10.9% | $3.44万 | 加仓 |
| GS | GOLDMAN SACHS | $35.53万 | 0.13% | 420 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO S&P | $35.57万 | 0.13% | 6,390 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $35.68万 | 0.13% | 9,237 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS | $37.72万 | 0.14% | 1,247 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $39.43万 | 0.14% | 700 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P | $41.11万 | 0.15% | 5,621 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE | $41.15万 | 0.15% | 413 | 184 | 80.3% | $18.33万 | 加仓 |
| SCHV | SCHWAB US | $42.56万 | 0.15% | 13,953 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $42.87万 | 0.16% | 3,248 | 0 | 0.0% | — | 不变 |
| GSEP | FIRST TRUST | $43.34万 | 0.16% | 11,373 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY | $46.29万 | 0.17% | 966 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET | $47.31万 | 0.17% | 3,560 | 0 | 0.0% | — | 不变 |
| DAUG | FIRST TRUST | $47.67万 | 0.17% | 10,946 | -1,800 | -14.1% | -$7.84万 | 减仓 |