Turtle Creek Wealth Advisors, LLC
DALLAS TX · SEC CIK 0002007171
$18.94亿2026Q2 申报市值
514持仓数
34.7%前十大占比 · 第一大 6.6%
64 / 47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
SPY 加仓+$7,278.78万
CVX 加仓+$6,066.51万
EXXON MOBIL CORP 加仓+$3,755.47万
DMLP 新建仓+$2,128.41万
MPC 加仓+$1,740.19万
2026Q2 卖出最多 按季末市值估算
LEN 减仓-$569.79万
INTU 减仓-$442.54万
LRCX 减仓-$384.06万
HONEYWELL INTL I 清仓-$254.35万
KLAC 减仓-$200.05万
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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.25亿 | 6.59% | 181,718 | 12,038 | 7.1% | $826.78万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $9,054.49万 | 4.78% | 121,496 | 97,669 | 409.9% | $7,278.78万 | 加仓 |
| IEFA | ISHARES TR | $7,355.68万 | 3.88% | 761,616 | 105,465 | 16.1% | $1,018.58万 | 加仓 |
| AAPL | APPLE INC | $6,970.56万 | 3.68% | 240,977 | 23,431 | 10.8% | $677.77万 | 加仓 |
| CVX | CHEVRON CORPORATION | $6,561.79万 | 3.46% | 394,845 | 365,042 | 1,224.8% | $6,066.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6,368.97万 | 3.36% | 318,478 | 27,029 | 9.3% | $540.53万 | 加仓 |
| — | EXXON MOBIL CORP | $5,042.53万 | 2.66% | 369,126 | 274,910 | 291.8% | $3,755.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $4,464.41万 | 2.36% | 119,704 | 13,478 | 12.7% | $502.67万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $3,731.09万 | 1.97% | 86,112 | -8,864 | -9.3% | -$384.06万 | 减仓 |
| CAT | CATERPILLAR INC | $3,690.81万 | 1.95% | 34,662 | 815 | 2.4% | $86.78万 | 加仓 |
| GOOGL | ALPHABET INC | $3,431.65万 | 1.81% | 96,029 | 4,645 | 5.1% | $165.99万 | 加仓 |
| KLAC | KLA CORP | $3,427.63万 | 1.81% | 113,647 | -6,633 | -5.5% | -$200.05万 | 减仓 |
| LLY | ELI LILLY & CO | $3,337.30万 | 1.76% | 27,818 | 2,226 | 8.7% | $267.05万 | 加仓 |
| IJH | ISHARES TR | $3,176.61万 | 1.68% | 412,137 | 84,555 | 25.8% | $651.72万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3,151.88万 | 1.66% | 43,605 | -2,738 | -5.9% | -$197.91万 | 减仓 |
| AMZN | AMAZON COM INC | $2,995.85万 | 1.58% | 125,677 | 13,271 | 11.8% | $316.35万 | 加仓 |
| AVGO | BROADCOM INC | $2,894.71万 | 1.53% | 76,650 | 10,958 | 16.7% | $413.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,679.91万 | 1.41% | 81,865 | 9,527 | 13.2% | $311.87万 | 加仓 |
| GOOG | ALPHABET INC | $2,533.00万 | 1.34% | 71,704 | 13,489 | 23.2% | $476.51万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $2,230.71万 | 1.18% | 313,295 | 91,758 | 41.4% | $653.33万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $2,128.41万 | 1.12% | 842,225 | 842,225 | — | $2,128.41万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P | $1,966.69万 | 1.04% | 810,338 | 10,000 | 1.2% | $24.27万 | 加仓 |
| APH | AMPHENOL CORP | $1,953.46万 | 1.03% | 110,791 | -1,211 | -1.1% | -$21.35万 | 减仓 |
| V | VISA INC | $1,867.48万 | 0.99% | 54,434 | 9,503 | 21.2% | $326.02万 | 加仓 |
| META | META PLATFORMS INC | $1,861.28万 | 0.98% | 33,044 | 2,496 | 8.2% | $140.59万 | 加仓 |
| BLK | BLACKROCK INC | $1,806.34万 | 0.95% | 18,786 | 2,074 | 12.4% | $199.42万 | 加仓 |
| MPC | MARATHON PETE CORP | $1,785.45万 | 0.94% | 69,834 | 68,064 | 3,845.4% | $1,740.19万 | 加仓 |
| KO | COCA COLA CO | $1,783.04万 | 0.94% | 219,390 | 116,698 | 113.6% | $948.43万 | 加仓 |
| MCD | MCDONALDS CORP | $1,706.58万 | 0.90% | 63,139 | 9,455 | 17.6% | $255.56万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,686.45万 | 0.89% | 115,004 | 14,598 | 14.5% | $214.07万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,581.29万 | 0.83% | 430,166 | 18,385 | 4.5% | $67.58万 | 加仓 |
| TJX | TJX COS INC NEW | $1,552.76万 | 0.82% | 102,492 | 14,987 | 17.1% | $227.05万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,549.48万 | 0.82% | 16,562 | 1,024 | 6.6% | $95.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,530.94万 | 0.81% | 60,278 | 37,765 | 167.7% | $959.15万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1,423.39万 | 0.75% | 744,449 | 13,196 | 1.8% | $25.23万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,336.34万 | 0.71% | 13,662 | 305 | 2.3% | $29.83万 | 加仓 |
| EOG | EOG RES INC | $1,299.41万 | 0.69% | 100,163 | 4,520 | 4.7% | $58.64万 | 加仓 |
| HD | HOME DEPOT INC | $1,261.44万 | 0.67% | 35,768 | 4,879 | 15.8% | $172.07万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $1,175.39万 | 0.62% | 23,931 | 679 | 2.9% | $33.35万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,152.23万 | 0.61% | 38,659 | 2,001 | 5.5% | $59.64万 | 加仓 |
| IWB | ISHARES TR | $1,151.06万 | 0.61% | 28,109 | 720 | 2.6% | $29.48万 | 加仓 |
| ETR | ENTERGY CORP NEW | $1,122.88万 | 0.59% | 97,761 | 231 | 0.2% | $2.65万 | 加仓 |
| AFL | AFLAC INC | $1,060.55万 | 0.56% | 90,451 | 5,975 | 7.1% | $70.06万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,053.00万 | 0.56% | 48,203 | 5,968 | 14.1% | $130.37万 | 加仓 |
| GRMN | GARMIN LTD | $999.74万 | 0.53% | 42,087 | -373 | -0.9% | -$8.86万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $983.11万 | 0.52% | 54,340 | 8,903 | 19.6% | $161.07万 | 加仓 |
| SYK | STRYKER CORPORATION | $970.49万 | 0.51% | 30,825 | 4,718 | 18.1% | $148.54万 | 加仓 |
| ITOT | ISHARES TR | $963.15万 | 0.51% | 58,632 | -958 | -1.6% | -$15.74万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $955.44万 | 0.50% | 8,278 | 781 | 10.4% | $90.14万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $951.39万 | 0.50% | 16,497 | 1,939 | 13.3% | $111.82万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $950.21万 | 0.50% | 18,501 | 2,054 | 12.5% | $105.49万 | 加仓 |
| SPGI | S&P GLOBAL INC | $940.28万 | 0.50% | 23,088 | 4,139 | 21.8% | $168.56万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $906.13万 | 0.48% | 21,800 | 2,992 | 15.9% | $124.36万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $897.56万 | 0.47% | 107,387 | 31,936 | 42.3% | $266.93万 | 加仓 |
| CI | THE CIGNA GROUP | $881.72万 | 0.47% | 31,983 | 3,283 | 11.4% | $90.51万 | 加仓 |
| MPLX | MPLX LP | $847.12万 | 0.45% | 150,386 | 4,296 | 2.9% | $24.20万 | 加仓 |
| IVV | ISHARES TR | $844.17万 | 0.45% | 11,272 | 1,786 | 18.8% | $133.76万 | 加仓 |
| BX | BLACKSTONE INC | $773.63万 | 0.41% | 65,746 | 8,943 | 15.7% | $105.23万 | 加仓 |
| AZN | ASTRAZENECA PLC | $734.42万 | 0.39% | 38,731 | 38,731 | — | $734.42万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $730.85万 | 0.39% | 14,607 | 3,355 | 29.8% | $167.86万 | 加仓 |
| TSLA | TESLA INC | $719.63万 | 0.38% | 17,110 | 794 | 4.9% | $33.39万 | 加仓 |
| ABBV | ABBVIE INC | $718.22万 | 0.38% | 28,533 | 6,047 | 26.9% | $152.21万 | 加仓 |
| WMB | WILLIAMS COS INC | $699.39万 | 0.37% | 94,075 | 1,499 | 1.6% | $11.14万 | 加仓 |
| IJR | ISHARES TR | $680.19万 | 0.36% | 45,888 | 9,135 | 24.9% | $135.41万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $677.17万 | 0.36% | 11,658 | 500 | 4.5% | $29.04万 | 加仓 |
| PLD | PROLOGIS INC. | $666.60万 | 0.35% | 49,195 | 7,146 | 17.0% | $96.83万 | 加仓 |
| INTC | INTEL CORP | $663.36万 | 0.35% | 47,542 | 8,636 | 22.2% | $120.50万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $624.32万 | 0.33% | 13,109 | 1,713 | 15.0% | $81.58万 | 加仓 |
| RTX | RTX CORPORATION | $616.28万 | 0.33% | 32,482 | 4,829 | 17.5% | $91.62万 | 加仓 |
| WMT | WALMART INC | $591.63万 | 0.31% | 52,225 | 2,478 | 5.0% | $28.07万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $589.21万 | 0.31% | 46,544 | 7,754 | 20.0% | $98.16万 | 加仓 |
| CME | CME GROUP INC | $586.97万 | 0.31% | 26,583 | 2,725 | 11.4% | $60.17万 | 加仓 |
| IEMG | ISHARES INC | $562.21万 | 0.30% | 67,867 | -3,818 | -5.3% | -$31.63万 | 减仓 |
| UNP | UNION PAC CORP | $558.54万 | 0.29% | 20,534 | 3,570 | 21.0% | $97.11万 | 加仓 |
| ETN | EATON CORP PLC | $555.03万 | 0.29% | 13,030 | 964 | 8.0% | $41.06万 | 加仓 |
| IVW | ISHARES TR | $546.56万 | 0.29% | 39,741 | -13,284 | -25.1% | -$182.69万 | 减仓 |
| PEP | PEPSICO INC | $542.47万 | 0.29% | 40,061 | 3,355 | 9.1% | $45.43万 | 加仓 |
| IWR | ISHARES TR | $505.38万 | 0.27% | 45,810 | -4,352 | -8.7% | -$48.01万 | 减仓 |
| SM | SM ENERGY COMPANY | $498.40万 | 0.26% | 190,959 | 190,959 | — | $498.40万 | 新建仓 |
| ASML | ASML HLDG NV | $489.60万 | 0.26% | 2,463 | 80 | 3.4% | $15.90万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $458.24万 | 0.24% | 15,630 | 1,486 | 10.5% | $43.57万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $454.13万 | 0.24% | 8,914 | 1,306 | 17.2% | $66.54万 | 加仓 |
| SBUX | STARBUCKS CORP | $440.50万 | 0.23% | 43,106 | 2,969 | 7.4% | $30.34万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $422.78万 | 0.22% | 132,224 | 10,280 | 8.4% | $32.87万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $383.24万 | 0.20% | 42,229 | 174 | 0.4% | $1.58万 | 加仓 |
| MRK | MERCK & CO INC | $372.26万 | 0.20% | 28,968 | 2,215 | 8.3% | $28.46万 | 加仓 |
| CSCO | CISCO SYS INC | $362.75万 | 0.19% | 30,881 | 1,916 | 6.6% | $22.51万 | 加仓 |
| COP | CONOCOPHILLIPS | $361.03万 | 0.19% | 34,726 | 13,671 | 64.9% | $142.13万 | 加仓 |
| AMGN | AMGEN INC | $351.59万 | 0.19% | 9,709 | 658 | 7.3% | $23.83万 | 加仓 |
| BAC | BANK OF AMER CORP | $346.08万 | 0.18% | 60,690 | 20,160 | 49.7% | $114.96万 | 加仓 |
| DE | DEERE & CO | $343.59万 | 0.18% | 5,417 | 1,012 | 23.0% | $64.19万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $339.79万 | 0.18% | 28,556 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $328.12万 | 0.17% | 8,246 | -1,742 | -17.4% | -$69.32万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $326.88万 | 0.17% | 14,596 | 6,111 | 72.0% | $136.86万 | 加仓 |
| MS | MORGAN STANLEY | $324.15万 | 0.17% | 15,505 | 892 | 6.1% | $18.65万 | 加仓 |
| INFQ | INFLEQTION INC | $316.85万 | 0.17% | 237,878 | 237,878 | — | $316.85万 | 新建仓 |
| NFLX | NETFLIX INC. | $269.20万 | 0.14% | 37,665 | -6,165 | -14.1% | -$44.06万 | 减仓 |
| ENB | ENBRIDGE INC | $268.04万 | 0.14% | 49,444 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $255.69万 | 0.13% | 16,600 | 16,600 | — | $255.69万 | 新建仓 |
| XLK | SELECT SECTOR SPDR TR | $253.30万 | 0.13% | 13,295 | -311 | -2.3% | -$5.93万 | 减仓 |