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 |
|---|---|---|---|---|---|---|---|---|
| USMV | ISHARES TR | $12.37万 | 0.01% | 1,334 | 1,334 | — | $12.37万 | 新建仓 |
| VB | VANGUARD INDEX FDS | $13.93万 | 0.01% | 532 | -452 | -45.9% | -$11.84万 | 减仓 |
| — | GREENFIRE RES LTD NEW | $14.06万 | 0.01% | 22,250 | 2,500 | 12.7% | $1.58万 | 重新持有 |
| IJJ | ISHARES TR | $14.44万 | 0.01% | 1,090 | 1,090 | — | $14.44万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $14.46万 | 0.01% | 3,991 | 3,991 | — | $14.46万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $15.20万 | 0.01% | 1,854 | -6,202 | -77.0% | -$50.84万 | 减仓 |
| PAVE | GLOBAL X FDS | $15.24万 | 0.01% | 3,000 | 3,000 | — | $15.24万 | 新建仓 |
| FLTR | VANECK ETF TRUST | $15.32万 | 0.01% | 6,014 | 6,014 | — | $15.32万 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP | $15.88万 | 0.01% | 10,975 | 0 | 0.0% | — | 重新持有 |
| XBI | SPDR SERIES TRUST | $16.04万 | 0.01% | 1,256 | 1,256 | — | $16.04万 | 新建仓 |
| VTRS | VIATRIS INC | $16.12万 | 0.01% | 11,929 | 750 | 6.7% | $1.01万 | 重新持有 |
| IYW | ISHARES TR | $17.56万 | 0.01% | 968 | -658 | -40.5% | -$11.94万 | 重新持有 |
| KVUE | KENVUE INC | $17.77万 | 0.01% | 10,306 | -2,016 | -16.4% | -$3.48万 | 减仓 |
| VMC | VULCAN MATLS CO | $20.12万 | 0.02% | 739 | 29 | 4.1% | $7,897 | 加仓 |
| CBRE | CBRE GROUP INC | $20.24万 | 0.02% | 1,494 | 153 | 11.4% | $2.07万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $20.26万 | 0.02% | 3,514 | -1,351 | -27.8% | -$7.79万 | 重新持有 |
| NRG | NRG ENERGY INC | $20.34万 | 0.02% | 1,392 | 96 | 7.4% | $1.40万 | 加仓 |
| B | BARRICK MNG CORP | $20.39万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $20.56万 | 0.02% | 1,358 | 1,358 | — | $20.56万 | 新建仓 |
| PJT | PJT PARTNERS INC | $20.69万 | 0.02% | 1,481 | -146 | -9.0% | -$2.04万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $20.71万 | 0.02% | 3,000 | -2,000 | -40.0% | -$13.81万 | 重新持有 |
| PPH | VANECK ETF TRUST | $20.78万 | 0.02% | 2,000 | 2,000 | — | $20.78万 | 新建仓 |
| FISV | FISERV INC | $21.06万 | 0.02% | 3,775 | -1,650 | -30.4% | -$9.21万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $21.10万 | 0.02% | 1,894 | -844 | -30.8% | -$9.40万 | 减仓 |
| ALL | ALLSTATE CORP | $21.17万 | 0.02% | 1,021 | 31 | 3.1% | $6,428 | 重新持有 |
| MAIN | MAIN STR CAP CORP | $21.18万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| CVE | CENOVUS ENERGY INC | $21.22万 | 0.02% | 8,000 | 8,000 | — | $21.22万 | 新建仓 |
| KEY | KEYCORP | $21.24万 | 0.02% | 10,593 | -2,534 | -19.3% | -$5.08万 | 重新持有 |
| KR | KROGER CO | $21.27万 | 0.02% | 2,940 | 2,940 | — | $21.27万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $21.40万 | 0.02% | 1,010 | 1,010 | — | $21.40万 | 新建仓 |
| APA | APA CORPORATION | $21.49万 | 0.02% | 5,064 | -43,412 | -89.6% | -$184.26万 | 减仓 |
| HDV | ISHARES TR | $21.50万 | 0.02% | 1,584 | 1,584 | — | $21.50万 | 新建仓 |
| NDSN | NORDSON CORP | $21.55万 | 0.02% | 810 | 810 | — | $21.55万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $21.59万 | 0.02% | 935 | 19 | 2.1% | $4,387 | 加仓 |
| ALB | ALBEMARLE CORP | $21.90万 | 0.02% | 1,220 | 1,220 | — | $21.90万 | 新建仓 |
| TPR | TAPESTRY INC | $22.24万 | 0.02% | 1,576 | 1,576 | — | $22.24万 | 新建仓 |
| RMD | RESMED INC | $22.31万 | 0.02% | 994 | 58 | 6.2% | $1.30万 | 加仓 |
| DHI | D R HORTON INC | $22.53万 | 0.02% | 1,642 | -100 | -5.7% | -$1.37万 | 重新持有 |
| EVR | EVERCORE INC | $23.07万 | 0.02% | 773 | -156 | -16.8% | -$4.66万 | 减仓 |
| IJS | ISHARES TR | $23.10万 | 0.02% | 1,950 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $23.33万 | 0.02% | 2,031 | 2,031 | — | $23.33万 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $23.38万 | 0.02% | 8,881 | 8,881 | — | $23.38万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $23.45万 | 0.02% | 685 | 685 | — | $23.45万 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $23.51万 | 0.02% | 2,609 | 133 | 5.4% | $1.20万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.63万 | 0.02% | 807 | -111 | -12.1% | -$3.25万 | 减仓 |
| WAT | WATERS CORP | $23.70万 | 0.02% | 796 | 796 | — | $23.70万 | 新建仓 |
| IRM | IRON MTN INC DEL | $23.74万 | 0.02% | 2,324 | -447 | -16.1% | -$4.57万 | 重新持有 |
| BWXT | BWX TECHNOLOGIES INC | $23.80万 | 0.02% | 1,164 | 1,164 | — | $23.80万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $23.82万 | 0.02% | 1,364 | 1,364 | — | $23.82万 | 新建仓 |
| TRMB | TRIMBLE INC | $23.82万 | 0.02% | 3,652 | 3,652 | — | $23.82万 | 新建仓 |
| STT | STATE STR CORP | $23.87万 | 0.02% | 1,886 | 187 | 11.0% | $2.37万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $24.02万 | 0.02% | 3,466 | 3,466 | — | $24.02万 | 新建仓 |
| VICI | VICI PPTYS INC | $24.35万 | 0.02% | 8,912 | -2,328 | -20.7% | -$6.36万 | 重新持有 |
| UL | UNILEVER PLC | $24.41万 | 0.02% | 4,284 | 362 | 9.2% | $2.06万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $24.50万 | 0.02% | 2,210 | 200 | 10.0% | $2.22万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $24.62万 | 0.02% | 2,529 | -2,500 | -49.7% | -$24.34万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $24.69万 | 0.02% | 688 | -5 | -0.7% | -$1,794 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $24.98万 | 0.02% | 9,098 | 9,098 | — | $24.98万 | 新建仓 |
| BIL | SPDR SERIES TRUST | $25.03万 | 0.02% | 2,731 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $25.08万 | 0.02% | 5,115 | 5,115 | — | $25.08万 | 新建仓 |
| VST | VISTRA CORP | $25.14万 | 0.02% | 1,672 | 391 | 30.5% | $5.88万 | 重新持有 |
| SRLN | SSGA ACTIVE ETF TR | $25.21万 | 0.02% | 6,280 | 6,280 | — | $25.21万 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $25.26万 | 0.02% | 5,014 | 5,014 | — | $25.26万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $25.28万 | 0.02% | 704 | 109 | 18.3% | $3.91万 | 加仓 |
| AZO | AUTOZONE INC | $25.33万 | 0.02% | 75 | 6 | 8.7% | $2.03万 | 加仓 |
| IXC | ISHARES TR | $25.42万 | 0.02% | 4,412 | 4,412 | — | $25.42万 | 新建仓 |
| EQT | EQT CORP | $25.42万 | 0.02% | 3,994 | 3,994 | — | $25.42万 | 新建仓 |
| SYY | SYSCO CORP | $25.49万 | 0.02% | 3,574 | 189 | 5.6% | $1.35万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $25.78万 | 0.02% | 1,594 | -6,640 | -80.6% | -$107.39万 | 减仓 |
| AON | AON PLC | $25.79万 | 0.02% | 799 | -735 | -47.9% | -$23.72万 | 减仓 |
| CTVA | CORTEVA INC | $25.81万 | 0.02% | 3,083 | 3,083 | — | $25.81万 | 新建仓 |
| NLR | VANECK ETF TRUST | $26.20万 | 0.02% | 1,967 | 1,967 | — | $26.20万 | 新建仓 |
| ALLE | ALLEGION PLC | $26.60万 | 0.02% | 1,831 | 134 | 7.9% | $1.95万 | 加仓 |
| DG | DOLLAR GEN CORP | $26.70万 | 0.02% | 2,249 | -1,817 | -44.7% | -$21.58万 | 减仓 |
| BTI | BRITISH AMERN TOB PLC | $26.75万 | 0.02% | 4,575 | -870 | -16.0% | -$5.09万 | 减仓 |
| IQV | IQVIA HLDGS INC | $26.76万 | 0.02% | 1,569 | -894 | -36.3% | -$15.25万 | 减仓 |
| DASH | DOORDASH INC | $26.98万 | 0.02% | 1,797 | 582 | 47.9% | $8.74万 | 加仓 |
| HESM | HESS MIDSTREAM LP | $27.08万 | 0.02% | 6,967 | -5,061 | -42.1% | -$19.67万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $27.32万 | 0.02% | 952 | 40 | 4.4% | $1.15万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $27.35万 | 0.02% | 236 | 14 | 6.3% | $1.62万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $27.39万 | 0.02% | 4,486 | 4,486 | — | $27.39万 | 新建仓 |
| UI | UBIQUITI INC | $27.58万 | 0.02% | 349 | 0 | 0.0% | — | 重新持有 |
| D | DOMINION ENERGY INC | $27.60万 | 0.02% | 4,464 | -33 | -0.7% | -$2,040 | 减仓 |
| DDOG | DATADOG INC | $27.62万 | 0.02% | 2,340 | 2,340 | — | $27.62万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $27.78万 | 0.02% | 1,895 | -19,391 | -91.1% | -$284.29万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $28.09万 | 0.02% | 4,988 | 4,988 | — | $28.09万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $28.09万 | 0.02% | 1,297 | 528 | 68.7% | $11.44万 | 重新持有 |
| PCAR | PACCAR INC | $28.31万 | 0.02% | 2,451 | 238 | 10.8% | $2.75万 | 加仓 |
| BIIB | BIOGEN INC | $28.34万 | 0.02% | 1,546 | 84 | 5.7% | $1.54万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $28.73万 | 0.02% | 6,120 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $28.92万 | 0.02% | 5,350 | -2,097 | -28.2% | -$11.33万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $28.93万 | 0.02% | 1,476 | 24 | 1.7% | $4,703 | 加仓 |
| DAL | DELTA AIR LINES INC | $28.96万 | 0.02% | 4,356 | 1,158 | 36.2% | $7.70万 | 加仓 |
| IAU | ISHARES GOLD TR | $29.12万 | 0.02% | 3,303 | 810 | 32.5% | $7.14万 | 加仓 |
| O | REALTY INCOME CORP | $29.22万 | 0.02% | 4,777 | 844 | 21.5% | $5.16万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $29.31万 | 0.02% | 1,804 | -2,957 | -62.1% | -$48.05万 | 减仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $29.40万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| OGE | OGE ENERGY CORP | $29.54万 | 0.02% | 6,159 | 159 | 2.6% | $7,626 | 加仓 |
| CAH | CARDINAL HEALTH INC | $30.05万 | 0.02% | 1,422 | 122 | 9.4% | $2.58万 | 加仓 |
| WAB | WABTEC | $30.11万 | 0.02% | 1,205 | 117 | 10.8% | $2.92万 | 加仓 |