13F 机构持仓

Tanglewood Legacy Advisors, LLC

HOUSTON TX · SEC CIK 0001965616

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$3.10亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

IUSG 20.4%
IUSV 13.6%
RWL 12.0%
PAAA 3.5%
IWR 3.3%
IWF 2.9%
FMAY 1.9%
IWD 1.8%
SPY 1.6%
AAPL 1.6%

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
DUK DUKE ENERGY $2.61万0.01%206 206— $2.61万 新建仓
GLW CORNING INC $2.55万0.01%100 00.0% — 不变
TMO THERMO FISHER $2.51万0.01%50 00.0% — 不变
CARR CARRIER GLOBAL $2.46万0.01%335 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR $2.39万0.01%50 00.0% — 不变
XMHQ INVESCO S&P $2.26万0.01%200 00.0% — 不变
UNP UNION PACIFIC CORP $2.18万0.01%80 00.0% — 不变
UBER UBER TECHNOLOGIES $2.16万0.01%300 00.0% — 不变
XMVM INVESCO S&P $2.09万0.01%295 00.0% — 不变
OGS ONE GAS $1.93万0.01%250 00.0% — 不变
HRB BLOCK H&R $1.90万0.01%500 00.0% — 不变
DVN DEVON ENERGY $1.74万0.01%420 420— $1.74万 新建仓
VEU VANGUARD FTSE $1.68万0.01%200 200— $1.68万 新建仓
OGN ORGANON & CO $1.64万0.01%1,213 00.0% — 不变
XMMO INVESCO S&P $1.62万0.01%95 00.0% — 不变
MA MASTERCARD INC $1.61万0.01%31 00.0% — 不变
SUSA ISHARES ESG $1.60万0.01%104 00.0% — 不变
DTCR GLOBAL X $1.58万0.01%520 432490.9% $1.31万 加仓
VMI VALMONT INDUSTRIES $1.44万0.00%25 25— $1.44万 新建仓
ETD ETHAN ALLEN $1.44万0.00%643 00.0% — 不变
PEP PEPSICO INC $1.42万0.00%105 00.0% — 不变
SCHW SCHWAB CHARLES $1.38万0.00%150 150— $1.38万 新建仓
GNR STATE STREET $1.35万0.00%200 200— $1.35万 新建仓
GRMN GARMIN LTD $1.31万0.00%55 00.0% — 不变
INTU INTUIT INC $1.30万0.00%50 00.0% — 不变
JPST JPMORGAN $1.29万0.00%255 00.0% — 不变
VRTX VERTEX PHARMACEUTICALS $1.24万0.00%25 00.0% — 不变
ARM ARM HOLDINGS $1.24万0.00%35 -15-30.0% -$5,319 减仓
AGG ISHARES CORE $1.22万0.00%123 -79-39.1% -$7,842 减仓
OTIS OTIS WORLDWIDE $1.20万0.00%167 00.0% — 不变
ARMK ARAMARK $1.14万0.00%200 00.0% — 不变
HPQ HP INC $1.10万0.00%500 500— $1.10万 新建仓
AIQ GLOBAL X $1.09万0.00%166 166— $1.09万 新建仓
BA BOEING COMPANY $1.08万0.00%50 00.0% — 不变
CMCSA COMCAST CORP $9,8200.00%400 400— $9,820 新建仓
OXY OCCIDENTAL PETROLEUM $9,7140.00%200 00.0% — 不变
T AT&T INC $9,6260.00%465 00.0% — 不变
TMFC MOTLEY FOOL $9,5200.00%125 00.0% — 不变
VZ VERIZON COMMUNICATIONS $9,4840.00%224 00.0% — 不变
SRE SEMPRA $9,2710.00%100 00.0% — 不变
FIXD FIRST TRUST $9,1580.00%210 -270-56.2% -$1.18万 减仓
SHOP SHOPIFY INC $9,1340.00%80 00.0% — 不变
QUAL ISHARES MSCI $8,9970.00%41 00.0% — 不变
KBR KBR INC $8,9780.00%260 00.0% — 不变
MAT MATTEL INC $8,3280.00%600 00.0% — 不变
WFC WELLS FARGO $8,2640.00%100 00.0% — 不变
ENB ENBRIDGE INC $8,2400.00%152 152— $8,240 新建仓
BXMT BLACKSTONE MORTGAGE $6,7800.00%400 00.0% — 不变
EXE EXPAND ENERGY $6,7480.00%74 00.0% — 不变
FBND FIDELITY TOTAL $6,5050.00%143 00.0% — 不变
XTEN BONDBLOXX 10 $6,4720.00%142 00.0% — 不变
SHY ISHARES 1-3YR $5,4190.00%66 00.0% — 不变
AVUV AVANTIS U S $5,2400.00%42 00.0% — 不变
DEA EASTERLY GOVERNMENT $5,2350.00%210 00.0% — 不变
FLDR FIDELITY LOW $5,2110.00%104 00.0% — 不变
ILCG ISHARES MORNINGSTAR $5,1490.00%44 00.0% — 不变
OEF ISHARES S&P $5,1220.00%14 00.0% — 不变
MGM MGM RESORTS $4,7810.00%100 00.0% — 不变
PRF INVESCO FTSE $4,6470.00%86 00.0% — 不变
IEUR ISHARES CORE $4,5100.00%60 00.0% — 不变
MDYG STATE STREET $4,3720.00%39 00.0% — 不变
SPXL DIREXION DAILY $4,3310.00%16 323.1% $812 加仓
GIS GENERAL MILLS $3,8280.00%110 00.0% — 不变
BP BP PLC $3,6950.00%100 00.0% — 不变
BROS DUTCH BROS $3,5910.00%50 00.0% — 不变
SUSB ISHARES TRUST $3,0740.00%123 00.0% — 不变
— WARNER BROS $2,9860.00%112 00.0% — 不变
DVY ISHARES SELECT $2,3450.00%15 00.0% — 不变
BIV VANGUARD INTERMEDIATE $1,7640.00%23 00.0% — 不变
ZM ZOOM COMMUNICATIONS $1,7260.00%20 00.0% — 不变
VSTS VESTIS CORP $1,4520.00%100 00.0% — 不变
TRLV TRULIEVE CANNABIS $1,1500.00%117 117— $1,150 新建仓
KD KYNDRYL HOLDINGS $9500.00%84 00.0% — 不变
— OCCIDENTAL PETE $9060.00%34 00.0% — 不变
— OSPREY BITCOIN $8290.00%44 00.0% — 不变
GME GAMESTOP CORP $4420.00%20 00.0% — 不变
DJT TRUMP MEDIA $3870.00%50 00.0% — 不变
WAB WABTEC $2700.00%1 00.0% — 不变
— ORGANIGRAM GLOBAL $1290.00%126 00.0% — 不变
— GAMESTOP CORP $60.00%2 00.0% — 不变
CCL CARNIVAL CORP $00.00%0 -1,100-100.0% -$2.85万 清仓
PNC PNC FINANCIAL $00.00%0 -120-100.0% -$2.50万 清仓
— COTERRA ENERGY $00.00%0 -600-100.0% -$2.11万 清仓
MSTR STRATEGY INC $00.00%0 -9-100.0% -$1,123 清仓
IBIT ISHARES BITCOIN $00.00%0 -29-100.0% -$1,114 清仓