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 |
|---|---|---|---|---|---|---|---|---|
| — | FIRST TRUST | $37.51万 | 0.12% | 9,029 | -208 | -2.3% | -$8,641 | 减仓 |
| COST | COSTCO WHOLESALE | $38.63万 | 0.12% | 413 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL EMERGING | $38.84万 | 0.13% | 9,659 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS | $41.77万 | 0.13% | 1,235 | -12 | -1.0% | -$4,059 | 减仓 |
| SPLV | INVESCO S&P | $42.10万 | 0.14% | 5,621 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS | $42.48万 | 0.14% | 420 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $43.11万 | 0.14% | 1,220 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $44.40万 | 0.14% | 700 | 0 | 0.0% | — | 不变 |
| GSEP | FIRST TRUST | $46.48万 | 0.15% | 11,348 | -25 | -0.2% | -$1,024 | 减仓 |
| SCHV | SCHWAB US | $48.57万 | 0.16% | 13,953 | 0 | 0.0% | — | 不变 |
| DAUG | FIRST TRUST | $51.28万 | 0.17% | 10,946 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY | $51.84万 | 0.17% | 1,036 | 70 | 7.2% | $3.50万 | 加仓 |
| NVDA | NVIDIA CORP | $56.75万 | 0.18% | 2,836 | 0 | 0.0% | — | 不变 |
| BALT | INNOVATOR DEFINED | $57.09万 | 0.18% | 16,660 | 0 | 0.0% | — | 不变 |
| DOCT | FIRST TRUST | $57.16万 | 0.18% | 12,246 | -181 | -1.5% | -$8,449 | 减仓 |
| JPM | JPMORGAN CHASE | $57.81万 | 0.19% | 1,766 | 0 | 0.0% | — | 不变 |
| CFR | CULLEN FROST | $58.75万 | 0.19% | 3,802 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND | $62.73万 | 0.20% | 2,651 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $64.35万 | 0.21% | 1,530 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $64.69万 | 0.21% | 13,295 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $64.94万 | 0.21% | 1,719 | 122 | 7.6% | $4.61万 | 加仓 |
| DJUL | FIRST TRUST | $65.43万 | 0.21% | 13,048 | 0 | 0.0% | — | 不变 |
| AVDE | AVANTIS INTL | $65.83万 | 0.21% | 7,380 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET | $67.83万 | 0.22% | 3,560 | 0 | 0.0% | — | 不变 |
| FOCT | FIRST TRUST | $67.89万 | 0.22% | 12,984 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY | $68.46万 | 0.22% | 7,800 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD HIGH | $69.26万 | 0.22% | 4,383 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA | $74.15万 | 0.24% | 631 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM | $76.17万 | 0.25% | 3,196 | 0 | 0.0% | — | 不变 |
| FAUG | FIRST TRUST | $77.17万 | 0.25% | 13,657 | 0 | 0.0% | — | 不变 |
| GJUL | FIRST TRUST | $77.34万 | 0.25% | 17,783 | -160 | -0.9% | -$6,958 | 减仓 |
| DDEC | FIRST TRUST | $78.96万 | 0.25% | 16,666 | 0 | 0.0% | — | 不变 |
| FJUL | FIRST TRUST | $79.34万 | 0.26% | 13,325 | 0 | 0.0% | — | 不变 |
| ZALT | INNOVATOR US | $83.90万 | 0.27% | 24,770 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP | $85.88万 | 0.28% | 5,181 | 17 | 0.3% | $2,818 | 加仓 |
| DJAN | FIRST TRUST | $88.04万 | 0.28% | 19,340 | 0 | 0.0% | — | 不变 |
| FFEB | FIRST TRUST | $91.53万 | 0.30% | 15,010 | -180 | -1.2% | -$1.10万 | 减仓 |
| AVUS | AVANTIS U S | $92.29万 | 0.30% | 7,206 | -200 | -2.7% | -$2.56万 | 减仓 |
| GE | GE AEROSPACE | $95.56万 | 0.31% | 2,557 | 0 | 0.0% | — | 不变 |
| ILOW | AB INTL | $97.50万 | 0.31% | 21,448 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL | $108.04万 | 0.35% | 7,902 | -10 | -0.1% | -$1,367 | 减仓 |
| DFAX | DIMENSIONAL WORLD | $111.26万 | 0.36% | 30,200 | 0 | 0.0% | — | 不变 |
| GMAR | FIRST TRUST | $116.93万 | 0.38% | 26,430 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $118.28万 | 0.38% | 3,171 | -69 | -2.1% | -$2.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $129.30万 | 0.42% | 5,091 | -203 | -3.8% | -$5.16万 | 减仓 |
| VTV | VANGUARD VALUE | $133.74万 | 0.43% | 6,137 | 0 | 0.0% | — | 不变 |
| FDEC | FIRST TRUST | $138.82万 | 0.45% | 25,486 | -3,472 | -12.0% | -$18.91万 | 减仓 |
| GAPR | FIRST TRUST | $141.55万 | 0.46% | 33,966 | 8,768 | 34.8% | $36.54万 | 加仓 |
| FJAN | FIRST TRUST | $151.51万 | 0.49% | 27,503 | -660 | -2.3% | -$3.64万 | 减仓 |
| MRK | MERCK & COMPANY | $156.90万 | 0.51% | 12,210 | 0 | 0.0% | — | 不变 |
| GNOV | FIRST TRUST | $160.67万 | 0.52% | 38,442 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD GROWTH | $162.91万 | 0.53% | 18,912 | 0 | 0.0% | — | 不变 |
| FNOV | FIRST TRUST | $163.16万 | 0.53% | 27,895 | -123 | -0.4% | -$7,194 | 减仓 |
| GDEC | FIRST TRUST | $169.17万 | 0.55% | 42,501 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES CORE | $174.66万 | 0.56% | 10,632 | 24 | 0.2% | $3,943 | 加仓 |
| GJUN | FIRST TRUST | $177.66万 | 0.57% | 43,132 | 14,942 | 53.0% | $61.55万 | 加仓 |
| USMV | ISHARES MSCI | $181.22万 | 0.58% | 18,787 | -1,604 | -7.9% | -$15.47万 | 减仓 |
| IVV | ISHARES CORE | $184.82万 | 0.60% | 2,468 | 0 | 0.0% | — | 不变 |
| GMAY | FIRST TRUST | $193.00万 | 0.62% | 44,841 | 6,400 | 16.6% | $27.55万 | 加仓 |
| SM | SM ENERGY | $193.98万 | 0.63% | 74,323 | 0 | 0.0% | — | 不变 |
| GAUG | FIRST TRUST | $201.99万 | 0.65% | 48,766 | -5,321 | -9.8% | -$22.04万 | 减仓 |
| DFAU | DIMENSIONAL US | $209.43万 | 0.68% | 40,517 | 0 | 0.0% | — | 不变 |
| DBEF | XTRACKERS MSCI | $219.13万 | 0.71% | 40,111 | -3,080 | -7.1% | -$16.83万 | 减仓 |
| FJUN | FIRST TRUST | $225.35万 | 0.73% | 37,590 | 2,201 | 6.2% | $13.19万 | 加仓 |
| — | FIRST TRUST | $232.42万 | 0.75% | 47,164 | 7,823 | 19.9% | $38.55万 | 加仓 |
| LUV | SOUTHWEST AIRLINES | $238.92万 | 0.77% | 46,464 | 0 | 0.0% | — | 不变 |
| DFEB | FIRST TRUST | $260.58万 | 0.84% | 51,607 | -1,602 | -3.0% | -$8.09万 | 减仓 |
| CAT | CATERPILLAR INC | $263.00万 | 0.85% | 2,470 | 0 | 0.0% | — | 不变 |
| DNOV | FIRST TRUST | $325.23万 | 1.05% | 63,336 | 0 | 0.0% | — | 不变 |
| — | FIRST TRUST | $337.82万 | 1.09% | 82,637 | 10,781 | 15.0% | $44.07万 | 加仓 |
| GJAN | FIRST TRUST | $381.36万 | 1.23% | 84,702 | -133 | -0.2% | -$5,988 | 减仓 |
| GFEB | FIRST TRUST | $381.56万 | 1.23% | 86,661 | -3,168 | -3.5% | -$13.95万 | 减仓 |
| QQQ | INVESCO QQQ | $438.53万 | 1.42% | 5,955 | 0 | 0.0% | — | 不变 |
| FAPR | FIRST TRUST | $461.51万 | 1.49% | 98,740 | 654 | 0.7% | $3.06万 | 加仓 |
| DMAY | FIRST TRUST | $471.66万 | 1.52% | 100,098 | -1,080 | -1.1% | -$5.09万 | 减仓 |
| AAPL | APPLE INC | $487.51万 | 1.57% | 16,848 | 4 | 0.0% | $1,157 | 加仓 |
| SPY | STATE STREET | $501.75万 | 1.62% | 6,719 | -158 | -2.3% | -$11.80万 | 减仓 |
| IWD | ISHARES RUSSELL | $550.18万 | 1.78% | 22,694 | 11 | 0.0% | $2,667 | 加仓 |
| FMAY | FIRST TRUST | $581.93万 | 1.88% | 103,547 | -542 | -0.5% | -$3.05万 | 减仓 |
| IWF | ISHARES RUSSELL | $886.53万 | 2.86% | 71,396 | 700 | 1.0% | $8.69万 | 加仓 |
| IWR | ISHARES RUSSELL | $1,031.75万 | 3.33% | 93,523 | 1,928 | 2.1% | $21.27万 | 加仓 |
| PAAA | PGIM AAA | $1,097.16万 | 3.54% | 213,996 | -9,560 | -4.3% | -$49.01万 | 减仓 |
| RWL | INVESCO S&P | $3,721.96万 | 12.01% | 291,325 | 6,686 | 2.3% | $85.42万 | 加仓 |
| IUSV | ISHARES CORE | $4,224.12万 | 13.63% | 383,487 | 2,058 | 0.5% | $22.67万 | 加仓 |
| IUSG | ISHARES S&P | $6,318.53万 | 20.39% | 335,931 | -285 | -0.1% | -$5.36万 | 减仓 |