Tanglewood Legacy Advisors, LLC
HOUSTON TX · SEC CIK 0001965616
$3.10亿2026Q2 申报市值
280持仓数
62.6%前十大占比 · 第一大 20.4%
16 / 5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
RWL 加仓+$85.42万
GJUN 加仓+$61.55万
FIRST TRUST 加仓+$44.07万
FIRST TRUST 加仓+$38.55万
GAPR 加仓+$36.54万
2026Q2 卖出最多 按季末市值估算
PAAA 减仓-$49.01万
GPC 减仓-$29.92万
GAUG 减仓-$22.04万
FDEC 减仓-$18.91万
DBEF 减仓-$16.83万
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 |
|---|---|---|---|---|---|---|---|---|
| MSIF | MSC INCOME | $3.76万 | 0.01% | 3,250 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $3.81万 | 0.01% | 2,402 | 0 | 0.0% | — | 不变 |
| PWV | INVESCO LARGE | $3.92万 | 0.01% | 517 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX | $3.92万 | 0.01% | 696 | 0 | 0.0% | — | 不变 |
| FBIN | FORTUNE BRANDS | $3.93万 | 0.01% | 715 | 0 | 0.0% | — | 不变 |
| VPLS | VANGUARD CORE | $4.03万 | 0.01% | 520 | 520 | — | $4.03万 | 新建仓 |
| MCD | MCDONALDS CORP | $4.05万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE | $4.07万 | 0.01% | 203 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS | $4.09万 | 0.01% | 270 | 0 | 0.0% | — | 不变 |
| AVEM | AVANTIS EMERGING | $4.20万 | 0.01% | 435 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $4.26万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $4.28万 | 0.01% | 872 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA | $4.42万 | 0.01% | 775 | 0 | 0.0% | — | 不变 |
| DMAR | FIRST TRUST | $4.52万 | 0.01% | 1,010 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES MSCI | $4.53万 | 0.01% | 132 | -33 | -20.0% | -$1.13万 | 减仓 |
| KYN | KAYNE ANDERSON | $4.62万 | 0.01% | 3,338 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $4.84万 | 0.02% | 533 | 0 | 0.0% | — | 不变 |
| PBW | INVESCO WILDERHILL | $4.84万 | 0.02% | 1,241 | 8 | 0.6% | $312 | 加仓 |
| AWR | AMERICAN STS WTR CO | $4.96万 | 0.02% | 600 | 600 | — | $4.96万 | 新建仓 |
| PFE | PFIZER INC | $4.99万 | 0.02% | 2,072 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT | $5.03万 | 0.02% | 1,000 | 0 | 0.0% | — | 不变 |
| FDL | FIRST TRUST | $5.28万 | 0.02% | 1,085 | 0 | 0.0% | — | 不变 |
| CMDT | PIMCO COMMODITY | $5.42万 | 0.02% | 1,767 | 1,767 | — | $5.42万 | 新建仓 |
| XLE | STATE STREET | $5.43万 | 0.02% | 1,022 | 7 | 0.7% | $372 | 加仓 |
| QCOM | QUALCOMM INC | $5.45万 | 0.02% | 295 | 0 | 0.0% | — | 不变 |
| VIOO | VANGUARD S&P | $5.56万 | 0.02% | 404 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $5.73万 | 0.02% | 400 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY | $5.77万 | 0.02% | 50 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS | $5.86万 | 0.02% | 200 | 200 | — | $5.86万 | 新建仓 |
| WMT | WALMART INC | $6.22万 | 0.02% | 549 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT | $6.47万 | 0.02% | 183 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY | $7.01万 | 0.02% | 600 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES EXPANDED | $7.02万 | 0.02% | 775 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD MEGA | $7.08万 | 0.02% | 433 | 0 | 0.0% | — | 不变 |
| EQWL | INVESCO S&P | $7.35万 | 0.02% | 570 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HOLDINGS | $7.38万 | 0.02% | 1,708 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL | $7.50万 | 0.02% | 1,296 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE | $7.51万 | 0.02% | 512 | 0 | 0.0% | — | 不变 |
| FMAR | FIRST TRUST | $7.53万 | 0.02% | 1,440 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL US | $7.89万 | 0.03% | 2,034 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $8.30万 | 0.03% | 815 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS | $8.36万 | 0.03% | 462 | -25 | -5.1% | -$4,523 | 减仓 |
| VFH | VANGUARD FINANCIALS | $8.37万 | 0.03% | 636 | -422 | -39.9% | -$5.55万 | 减仓 |
| — | ISHARES MSCI | $8.50万 | 0.03% | 950 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $8.54万 | 0.03% | 726 | 7 | 1.0% | $823 | 加仓 |
| GEHC | GE HEALTHCARE | $8.59万 | 0.03% | 1,342 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD MID | $8.62万 | 0.03% | 436 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD MEGA | $8.79万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| DSEP | FIRST TRUST | $9.01万 | 0.03% | 1,899 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS | $9.20万 | 0.03% | 783 | 0 | 0.0% | — | 不变 |
| AVLV | AVANTIS US | $9.28万 | 0.03% | 1,017 | 0 | 0.0% | — | 不变 |
| ARKK | ARK INNOVATION | $9.86万 | 0.03% | 1,220 | 0 | 0.0% | — | 不变 |
| XLI | STATE STREET | $9.91万 | 0.03% | 535 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA COMPANY | $10.06万 | 0.03% | 1,238 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL | $10.27万 | 0.03% | 277 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN | $10.70万 | 0.03% | 210 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD S&P | $10.72万 | 0.03% | 822 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $10.76万 | 0.03% | 1,388 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $10.76万 | 0.03% | 1,868 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA | $10.97万 | 0.04% | 490 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $11.15万 | 0.04% | 443 | 0 | 0.0% | — | 不变 |
| SDY | STATE STREET | $11.28万 | 0.04% | 741 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $11.94万 | 0.04% | 230 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY | $11.99万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P | $12.70万 | 0.04% | 597 | 0 | 0.0% | — | 不变 |
| FNDB | SCHWAB FUNDAMENTAL | $12.77万 | 0.04% | 4,191 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB FUNDAMENTAL | $12.93万 | 0.04% | 4,159 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES MSCI | $13.29万 | 0.04% | 1,615 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD COMMUNICATION | $13.43万 | 0.04% | 730 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $13.47万 | 0.04% | 710 | 100 | 16.4% | $1.90万 | 加仓 |
| GOOGL | ALPHABET INC | $13.65万 | 0.04% | 382 | -176 | -31.5% | -$6.29万 | 减仓 |
| ZBH | ZIMMER BIOMET | $14.04万 | 0.05% | 1,631 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $14.10万 | 0.05% | 3,300 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST | $14.36万 | 0.05% | 661 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN COMPANY | $14.37万 | 0.05% | 1,501 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC | $14.83万 | 0.05% | 1,706 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS | $14.98万 | 0.05% | 266 | 0 | 0.0% | — | 不变 |
| FSEP | FIRST TRUST | $15.54万 | 0.05% | 2,822 | -107 | -3.7% | -$5,894 | 减仓 |
| CI | CIGNA GROUP | $15.69万 | 0.05% | 569 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $16.06万 | 0.05% | 950 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES ESG | $16.37万 | 0.05% | 1,000 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COS | $16.51万 | 0.05% | 500 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES CORE | $16.69万 | 0.05% | 2,165 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST | $16.94万 | 0.05% | 506 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL | $18.64万 | 0.06% | 1,734 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC | $19.09万 | 0.06% | 1,708 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD S&P | $19.09万 | 0.06% | 278 | -200 | -41.8% | -$13.74万 | 减仓 |
| UAL | UNITED AIRLINES | $20.40万 | 0.07% | 1,500 | 0 | 0.0% | — | 不变 |
| IMCG | ISHARES MORNINGSTAR | $20.58万 | 0.07% | 2,094 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP | $21.09万 | 0.07% | 2,931 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY | $24.20万 | 0.08% | 2,514 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE | $24.99万 | 0.08% | 2,588 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $28.12万 | 0.09% | 7,650 | 0 | 0.0% | — | 不变 |
| IBM | INTL BUSINESS | $28.18万 | 0.09% | 1,002 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS | $29.91万 | 0.10% | 2,535 | -2,536 | -50.0% | -$29.92万 | 减仓 |
| IWM | ISHARES RUSSELL | $31.13万 | 0.10% | 1,036 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $33.77万 | 0.11% | 3,248 | 0 | 0.0% | — | 不变 |
| FEX | FIRST TRUST | $34.90万 | 0.11% | 2,495 | 5 | 0.2% | $699 | 加仓 |
| TXN | TEXAS INSTRUMENTS | $35.53万 | 0.11% | 1,192 | 0 | 0.0% | — | 不变 |
| RDIV | INVESCO S&P | $37.06万 | 0.12% | 6,390 | 0 | 0.0% | — | 不变 |