Turtle Creek Wealth Advisors, LLC
DALLAS TX · SEC CIK 0002007171
$13.24亿2026Q1 申报市值
480持仓数
32.1%前十大占比 · 第一大 7.7%
110 / 17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
VOO 加仓+$1,680.73万
IEFA 加仓+$918.92万
NVDA 加仓+$560.99万
AAPL 加仓+$469.31万
EOG 加仓+$437.47万
2026Q1 卖出最多 按季末市值估算
XLK 减仓-$766.37万
IVW 减仓-$720.84万
AZN 清仓-$632.86万
OWL 减仓-$619.43万
IJR 减仓-$395.26万
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 |
|---|---|---|---|---|---|---|---|---|
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -34,420 | -100.0% | -$632.86万 | 清仓 |
| JNK | SPDR SERIES TRUST | $0 | 0.00% | 0 | -12,853 | -100.0% | -$124.94万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -11,995 | -100.0% | -$80.65万 | 清仓 |
| SPDW | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -16,257 | -100.0% | -$72.20万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OFIX | ORTHOFIX MED INC | $0 | 0.00% | 0 | -35,135 | -100.0% | -$53.26万 | 清仓 |
| DIV | GLOBAL X FDS | $0 | 0.00% | 0 | -25,376 | -100.0% | -$43.95万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CCB | COASTAL FINL CORP WA | $0 | 0.00% | 0 | -3,517 | -100.0% | -$40.30万 | 清仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -3,060 | -100.0% | -$33.95万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,609 | -100.0% | -$33.26万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,547 | -100.0% | -$31.10万 | 清仓 |
| JLL | JONES LANG LASALLE INC | $0 | 0.00% | 0 | -921 | -100.0% | -$30.99万 | 清仓 |
| IDEV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -3,443 | -100.0% | -$27.80万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -1,848 | -100.0% | -$25.47万 | 清仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $0 | 0.00% | 0 | -179 | -100.0% | -$24.96万 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -1,189 | -100.0% | -$23.72万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -137 | -100.0% | -$23.16万 | 清仓 |
| STE | STERIS PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IT | GARTNER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $0 | 0.00% | 0 | -16,807 | -100.0% | -$21.16万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SCHG | SCHWAB STRATEGIC TR | $39 | 0.00% | 1 | 1 | — | $39 | 新建仓 |
| EEMA | ISHARES INC | $2,010 | 0.00% | 21 | 21 | — | $2,010 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $3,911 | 0.00% | 18 | 18 | — | $3,911 | 新建仓 |
| VOE | VANGUARD INDEX FDS | $6,081 | 0.00% | 33 | 33 | — | $6,081 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $6,227 | 0.00% | 180 | 180 | — | $6,227 | 新建仓 |
| EWZ | ISHARES INC | $6,258 | 0.00% | 163 | 163 | — | $6,258 | 新建仓 |
| IWO | ISHARES TR | $6,276 | 0.00% | 20 | 20 | — | $6,276 | 新建仓 |
| VAW | VANGUARD WORLD FD | $6,535 | 0.00% | 29 | 29 | — | $6,535 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $7,362 | 0.00% | 83 | 83 | — | $7,362 | 新建仓 |
| ACWX | ISHARES TR | $7,943 | 0.00% | 116 | 116 | — | $7,943 | 新建仓 |
| VGT | VANGUARD WORLD FD | $1.05万 | 0.00% | 15 | 15 | — | $1.05万 | 新建仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $1.05万 | 0.00% | 177 | 177 | — | $1.05万 | 新建仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1.15万 | 0.00% | 339 | 339 | — | $1.15万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $1.21万 | 0.00% | 167 | 167 | — | $1.21万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $1.21万 | 0.00% | 311 | 311 | — | $1.21万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $1.45万 | 0.00% | 290 | 290 | — | $1.45万 | 新建仓 |
| RYLD | GLOBAL X FDS | $1.51万 | 0.00% | 1,010 | 1,010 | — | $1.51万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $1.55万 | 0.00% | 555 | 555 | — | $1.55万 | 新建仓 |
| IWN | ISHARES TR | $1.61万 | 0.00% | 85 | 85 | — | $1.61万 | 新建仓 |
| EWL | ISHARES INC | $1.68万 | 0.00% | 285 | 285 | — | $1.68万 | 新建仓 |
| IEO | ISHARES TR | $1.69万 | 0.00% | 135 | 135 | — | $1.69万 | 新建仓 |
| QYLD | GLOBAL X FDS | $1.73万 | 0.00% | 1,010 | 1,010 | — | $1.73万 | 新建仓 |
| XYLD | GLOBAL X FDS | $1.97万 | 0.00% | 504 | 504 | — | $1.97万 | 新建仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2.01万 | 0.00% | 516 | 516 | — | $2.01万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $2.02万 | 0.00% | 330 | -24,891 | -98.7% | -$152.48万 | 减仓 |
| EWC | ISHARES INC | $2.16万 | 0.00% | 395 | 395 | — | $2.16万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $2.25万 | 0.00% | 100 | 100 | — | $2.25万 | 新建仓 |
| IQLT | ISHARES TR | $2.31万 | 0.00% | 500 | 500 | — | $2.31万 | 新建仓 |
| AIQ | GLOBAL X FDS | $2.33万 | 0.00% | 500 | 500 | — | $2.33万 | 新建仓 |
| KCE | SPDR SERIES TRUST | $2.41万 | 0.00% | 175 | 175 | — | $2.41万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $2.49万 | 0.00% | 750 | 750 | — | $2.49万 | 新建仓 |
| IAK | ISHARES TR | $2.57万 | 0.00% | 200 | 200 | — | $2.57万 | 新建仓 |
| XPH | SPDR SERIES TRUST | $2.57万 | 0.00% | 475 | 475 | — | $2.57万 | 新建仓 |
| MTUM | ISHARES TR | $2.59万 | 0.00% | 108 | 108 | — | $2.59万 | 新建仓 |
| XSD | SPDR SERIES TRUST | $2.61万 | 0.00% | 80 | 80 | — | $2.61万 | 新建仓 |
| XME | SPDR SERIES TRUST | $2.70万 | 0.00% | 250 | 250 | — | $2.70万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $2.79万 | 0.00% | 110 | 110 | — | $2.79万 | 新建仓 |
| MLPX | GLOBAL X FDS | $2.91万 | 0.00% | 394 | 394 | — | $2.91万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $2.93万 | 0.00% | 383 | 383 | — | $2.93万 | 新建仓 |
| IMTM | ISHARES TR | $3.12万 | 0.00% | 650 | 650 | — | $3.12万 | 新建仓 |
| DFUV | DIMENSIONAL ETF TRUST | $3.26万 | 0.00% | 673 | 673 | — | $3.26万 | 新建仓 |
| DFIC | DIMENSIONAL ETF TRUST | $3.28万 | 0.00% | 922 | 922 | — | $3.28万 | 新建仓 |
| IYM | ISHARES TR | $3.62万 | 0.00% | 206 | 206 | — | $3.62万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $3.72万 | 0.00% | 119 | 119 | — | $3.72万 | 新建仓 |
| — | OCCIDENTAL PETE CORP | $3.75万 | 0.00% | 875 | 875 | — | $3.75万 | 新建仓 |
| VHT | VANGUARD WORLD FD | $4.08万 | 0.00% | 150 | 150 | — | $4.08万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $4.12万 | 0.00% | 229 | 229 | — | $4.12万 | 新建仓 |
| DFAU | DIMENSIONAL ETF TRUST | $4.31万 | 0.00% | 954 | 954 | — | $4.31万 | 新建仓 |
| ISTB | ISHARES TR | $4.39万 | 0.00% | 905 | 905 | — | $4.39万 | 新建仓 |
| XLRE | SELECT SECTOR SPDR TR | $4.54万 | 0.00% | 1,112 | 1,112 | — | $4.54万 | 新建仓 |
| TIPX | SPDR SERIES TRUST | $5.28万 | 0.00% | 2,750 | 2,750 | — | $5.28万 | 新建仓 |
| — | DIMENSIONAL ETF TRUST | $5.56万 | 0.00% | 1,513 | 1,513 | — | $5.56万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $5.91万 | 0.00% | 628 | 628 | — | $5.91万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $6.33万 | 0.00% | 12,205 | 12,205 | — | $6.33万 | 新建仓 |
| COPX | GLOBAL X FDS | $6.49万 | 0.00% | 850 | 850 | — | $6.49万 | 新建仓 |
| AAXJ | ISHARES TR | $6.62万 | 0.00% | 687 | 687 | — | $6.62万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $7.09万 | 0.01% | 300 | 300 | — | $7.09万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $7.25万 | 0.01% | 750 | 750 | — | $7.25万 | 新建仓 |
| MDYG | SPDR SERIES TRUST | $7.31万 | 0.01% | 762 | 762 | — | $7.31万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $7.52万 | 0.01% | 1,000 | 1,000 | — | $7.52万 | 新建仓 |
| LEN/B | LENNAR CORP | $8.59万 | 0.01% | 1,021 | 1,021 | — | $8.59万 | 新建仓 |
| PRME | PRIME MEDICINE INC | $8.70万 | 0.01% | 25,000 | 0 | 0.0% | — | 重新持有 |
| — | EPSILON ENERGY LTD | $9.55万 | 0.01% | 15,500 | 0 | 0.0% | — | 重新持有 |
| XLU | SELECT SECTOR SPDR TR | $10.06万 | 0.01% | 2,192 | -11,530 | -84.0% | -$52.91万 | 减仓 |
| MLPA | GLOBAL X FDS | $10.24万 | 0.01% | 1,900 | 1,900 | — | $10.24万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $11.21万 | 0.01% | 375 | 375 | — | $11.21万 | 新建仓 |