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 |
|---|---|---|---|---|---|---|---|---|
| AVGO | BROADCOM INC | $49.43万 | 0.18% | 1,597 | 152 | 10.5% | $4.70万 | 加仓 |
| NVDA | NVIDIA CORP | $49.46万 | 0.18% | 2,836 | 2,401 | 552.0% | $41.87万 | 加仓 |
| JPM | JPMORGAN CHASE | $51.95万 | 0.19% | 1,766 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST | $52.12万 | 0.19% | 3,802 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS | $53.63万 | 0.19% | 5,071 | 0 | 0.0% | — | 不变 |
| DOCT | FIRST TRUST | $53.97万 | 0.20% | 12,427 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA | $55.09万 | 0.20% | 631 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR DEFINED | $55.75万 | 0.20% | 16,660 | 8,900 | 114.7% | $29.78万 | 加仓 |
| TSLA | TESLA INC | $56.88万 | 0.21% | 1,530 | 630 | 70.0% | $23.42万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $57.01万 | 0.21% | 2,651 | 0 | 0.0% | — | 不变 |
| DJUL | FIRST TRUST | $60.99万 | 0.22% | 13,048 | 0 | 0.0% | — | 不变 |
| FOCT | FIRST TRUST | $61.91万 | 0.22% | 12,984 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTL | $62.61万 | 0.23% | 7,380 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $63.76万 | 0.23% | 13,295 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH | $64.91万 | 0.23% | 4,383 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM | $66.56万 | 0.24% | 3,196 | 500 | 18.5% | $10.41万 | 加仓 |
| FAUG | FIRST TRUST | $70.72万 | 0.26% | 13,657 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $72.45万 | 0.26% | 7,800 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $72.55万 | 0.26% | 2,557 | 1 | 0.0% | $284 | 加仓 |
| FJUL | FIRST TRUST | $72.91万 | 0.26% | 13,325 | 0 | 0.0% | — | 不变 |
| GJUL | FIRST TRUST | $73.17万 | 0.26% | 17,943 | 0 | 0.0% | — | 不变 |
| DDEC | FIRST TRUST | $73.80万 | 0.27% | 16,666 | 5,266 | 46.2% | $23.32万 | 加仓 |
| ZALT | INNOVATOR US | $80.40万 | 0.29% | 24,770 | 0 | 0.0% | — | 不变 |
| DJAN | FIRST TRUST | $82.25万 | 0.30% | 19,340 | 3,688 | 23.6% | $15.69万 | 加仓 |
| AVUS | AVANTIS U S | $82.34万 | 0.30% | 7,406 | -1,800 | -19.6% | -$20.01万 | 减仓 |
| FFEB | FIRST TRUST | $84.84万 | 0.31% | 15,190 | 0 | 0.0% | — | 不变 |
| ILOW | AB INTL | $91.50万 | 0.33% | 21,448 | 0 | 0.0% | — | 不变 |
| GAPR | FIRST TRUST | $101.98万 | 0.37% | 25,198 | 0 | 0.0% | — | 不变 |
| DFAX | DIMENSIONAL WORLD | $102.59万 | 0.37% | 30,200 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP | $106.84万 | 0.39% | 5,164 | 18 | 0.3% | $3,724 | 加仓 |
| GMAR | FIRST TRUST | $110.19万 | 0.40% | 26,430 | 7,895 | 42.6% | $32.91万 | 加仓 |
| GJUN | FIRST TRUST | $111.12万 | 0.40% | 28,190 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $119.93万 | 0.43% | 3,240 | 1 | 0.0% | $370 | 加仓 |
| VTV | VANGUARD VALUE | $120.41万 | 0.44% | 6,137 | 1,992 | 48.1% | $39.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $129.41万 | 0.47% | 5,294 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $134.23万 | 0.49% | 7,912 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH | $137.68万 | 0.50% | 3,152 | 772 | 32.4% | $33.72万 | 加仓 |
| FJAN | FIRST TRUST | $141.97万 | 0.51% | 28,163 | 4,668 | 19.9% | $23.53万 | 加仓 |
| FDEC | FIRST TRUST | $143.98万 | 0.52% | 28,958 | -213 | -0.7% | -$1.06万 | 减仓 |
| MRK | MERCK & COMPANY | $146.87万 | 0.53% | 12,210 | 78 | 0.6% | $9,383 | 加仓 |
| FNOV | FIRST TRUST | $149.60万 | 0.54% | 28,018 | -110 | -0.4% | -$5,874 | 减仓 |
| GNOV | FIRST TRUST | $149.69万 | 0.54% | 38,442 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE | $151.09万 | 0.55% | 10,608 | 210 | 2.0% | $2.99万 | 加仓 |
| GDEC | FIRST TRUST | $157.34万 | 0.57% | 42,501 | 4,895 | 13.0% | $18.12万 | 加仓 |
| GMAY | FIRST TRUST | $157.84万 | 0.57% | 38,441 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES CORE | $161.19万 | 0.58% | 2,468 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLINES | $174.57万 | 0.63% | 46,464 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $174.97万 | 0.63% | 2,470 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL US | $182.81万 | 0.66% | 40,517 | -2,000 | -4.7% | -$9.02万 | 减仓 |
| — | FIRST TRUST | $185.06万 | 0.67% | 39,341 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES MSCI | $189.11万 | 0.68% | 20,391 | -309 | -1.5% | -$2.87万 | 减仓 |
| FJUN | FIRST TRUST | $199.96万 | 0.72% | 35,389 | 0 | 0.0% | — | 不变 |
| GAUG | FIRST TRUST | $209.36万 | 0.76% | 54,087 | -51 | -0.1% | -$1,974 | 减仓 |
| DBEF | XTRACKERS MSCI | $213.36万 | 0.77% | 43,191 | -131 | -0.3% | -$6,471 | 减仓 |
| SM | SM ENERGY | $231.74万 | 0.84% | 74,323 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TRUST | $252.05万 | 0.91% | 53,209 | 15,036 | 39.4% | $71.23万 | 加仓 |
| — | FIRST TRUST | $285.73万 | 1.03% | 71,856 | 0 | 0.0% | — | 不变 |
| DNOV | FIRST TRUST | $303.41万 | 1.10% | 63,336 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ | $343.71万 | 1.24% | 5,955 | 224 | 3.9% | $12.93万 | 加仓 |
| GJAN | FIRST TRUST | $355.54万 | 1.29% | 84,835 | 14,382 | 20.4% | $60.28万 | 加仓 |
| GFEB | FIRST TRUST | $369.11万 | 1.34% | 89,829 | 21,858 | 32.2% | $89.81万 | 加仓 |
| AAPL | APPLE INC | $427.49万 | 1.55% | 16,844 | 1,331 | 8.6% | $33.78万 | 加仓 |
| FAPR | FIRST TRUST | $440.46万 | 1.59% | 98,086 | -22 | -0.0% | -$988 | 减仓 |
| SPY | STATE STREET | $447.26万 | 1.62% | 6,877 | 487 | 7.6% | $31.67万 | 加仓 |
| DMAY | FIRST TRUST | $454.57万 | 1.64% | 101,178 | -3,593 | -3.4% | -$16.14万 | 减仓 |
| IWD | ISHARES RUSSELL | $484.68万 | 1.75% | 22,683 | -637 | -2.7% | -$13.61万 | 减仓 |
| FMAY | FIRST TRUST | $549.59万 | 1.99% | 104,089 | -1,471 | -1.4% | -$7.77万 | 减仓 |
| IWF | ISHARES RUSSELL | $753.62万 | 2.73% | 17,674 | 511 | 3.0% | $21.79万 | 加仓 |
| IWR | ISHARES RUSSELL | $890.58万 | 3.22% | 91,595 | 536 | 0.6% | $5.21万 | 加仓 |
| PAAA | PGIM AAA | $1,144.16万 | 4.14% | 223,556 | 69,969 | 45.6% | $358.10万 | 加仓 |
| RWL | INVESCO S&P | $3,270.78万 | 11.83% | 284,639 | 11,399 | 4.2% | $130.99万 | 加仓 |
| IUSV | ISHARES CORE | $3,900.11万 | 14.11% | 381,429 | 25,354 | 7.1% | $259.24万 | 加仓 |
| IUSG | ISHARES S&P | $5,215.05万 | 18.86% | 336,216 | 11,097 | 3.4% | $172.13万 | 加仓 |