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 |
|---|---|---|---|---|---|---|---|---|
| D | DOMINION ENERGY INC | $31.75万 | 0.02% | 4,648 | 184 | 4.1% | $1.26万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $31.86万 | 0.02% | 1,720 | 126 | 7.9% | $2.33万 | 加仓 |
| STT | STATE STR CORP | $31.99万 | 0.02% | 1,886 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $32.05万 | 0.02% | 1,274 | 1,274 | — | $32.05万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $32.06万 | 0.02% | 1,019 | 67 | 7.0% | $2.11万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $32.07万 | 0.02% | 1,924 | -36 | -1.8% | -$6,001 | 减仓 |
| BN | BROOKFIELD CORP | $32.07万 | 0.02% | 7,544 | 7,544 | — | $32.07万 | 新建仓 |
| NOBL | PROSHARES TR | $32.34万 | 0.02% | 5,758 | -4,100 | -41.6% | -$23.03万 | 减仓 |
| ARW | ARROW ELECTRS INC | $32.50万 | 0.02% | 1,523 | -2,194 | -59.0% | -$46.82万 | 减仓 |
| VST | VISTRA CORP | $32.60万 | 0.02% | 2,055 | 383 | 22.9% | $6.08万 | 加仓 |
| SLV | ISHARES SILVER TR | $32.67万 | 0.02% | 6,110 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES INC | $32.75万 | 0.02% | 1,687 | 523 | 44.9% | $10.15万 | 加仓 |
| KR | KROGER CO | $32.76万 | 0.02% | 5,900 | 2,960 | 100.7% | $16.44万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $32.83万 | 0.02% | 1,102 | 1,102 | — | $32.83万 | 新建仓 |
| TMUS | T-MOBILE US INC | $32.98万 | 0.02% | 1,966 | -428 | -17.9% | -$7.18万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $33.01万 | 0.02% | 6,257 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $33.35万 | 0.02% | 1,973 | 84 | 4.4% | $1.42万 | 加仓 |
| CYH | COMMUNITY HEALTH SYS INC NEW | $33.40万 | 0.02% | 100,000 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $34.21万 | 0.02% | 1,986 | -143 | -6.7% | -$2.46万 | 减仓 |
| FAST | FASTENAL CO | $34.27万 | 0.02% | 7,135 | -62 | -0.9% | -$2,978 | 减仓 |
| NDAQ | NASDAQ INC | $34.35万 | 0.02% | 4,375 | 2,107 | 92.9% | $16.55万 | 重新持有 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $34.41万 | 0.02% | 7,628 | 7,628 | — | $34.41万 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $34.53万 | 0.02% | 1,923 | 145 | 8.2% | $2.60万 | 加仓 |
| BIIB | BIOGEN INC | $34.55万 | 0.02% | 1,599 | 53 | 3.4% | $1.15万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $34.74万 | 0.02% | 14,152 | -5,053 | -26.3% | -$12.41万 | 减仓 |
| SIL | GLOBAL X FDS | $34.86万 | 0.02% | 4,500 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $35.06万 | 0.02% | 1,654 | 178 | 12.1% | $3.77万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $35.09万 | 0.02% | 709 | 21 | 3.1% | $1.04万 | 加仓 |
| ECL | ECOLAB INC | $35.10万 | 0.02% | 1,260 | -596 | -32.1% | -$16.61万 | 减仓 |
| DOV | DOVER CORP | $35.28万 | 0.02% | 1,573 | -76 | -4.6% | -$1.70万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $35.35万 | 0.02% | 1,757 | 785 | 80.8% | $15.79万 | 重新持有 |
| KDP | KEURIG DR PEPPER INC | $35.35万 | 0.02% | 10,802 | 1,921 | 21.6% | $6.29万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $35.37万 | 0.02% | 6,361 | 1,875 | 41.8% | $10.43万 | 加仓 |
| KGC | KINROSS GOLD CORP | $35.43万 | 0.02% | 15,000 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $35.72万 | 0.02% | 2,715 | 2,715 | — | $35.72万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $35.74万 | 0.02% | 4,094 | 4,094 | — | $35.74万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $36.29万 | 0.02% | 1,770 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $36.31万 | 0.02% | 1,967 | 170 | 9.5% | $3.14万 | 加仓 |
| LBTYA | LIBERTY GLOBAL LTD | $36.47万 | 0.02% | 32,079 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $36.56万 | 0.02% | 13,769 | 4,857 | 54.5% | $12.90万 | 加仓 |
| ROST | ROSS STORES INC | $36.61万 | 0.02% | 1,720 | 46 | 2.7% | $9,791 | 加仓 |
| RSG | REPUBLIC SVCS INC | $36.82万 | 0.02% | 1,726 | 1,726 | — | $36.82万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $36.83万 | 0.02% | 3,673 | 207 | 6.0% | $2.08万 | 加仓 |
| PKG | PACKAGING CORP AMER | $36.86万 | 0.02% | 1,547 | 113 | 7.9% | $2.69万 | 加仓 |
| VLO | VALERO ENERGY CORP | $37.22万 | 0.02% | 1,429 | -302 | -17.4% | -$7.87万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $37.34万 | 0.02% | 1,286 | 232 | 22.0% | $6.74万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $37.40万 | 0.02% | 1,575 | 153 | 10.8% | $3.63万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $37.61万 | 0.02% | 5,127 | 139 | 2.8% | $1.02万 | 加仓 |
| SDY | SPDR SERIES TRUST | $37.65万 | 0.02% | 2,474 | -34 | -1.4% | -$5,174 | 减仓 |
| GDX | VANECK ETF TRUST | $37.73万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $37.83万 | 0.02% | 284 | 48 | 20.3% | $6.39万 | 加仓 |
| O | REALTY INCOME CORP | $37.89万 | 0.02% | 6,116 | 1,339 | 28.0% | $8.30万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $37.97万 | 0.02% | 7,083 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $38.42万 | 0.02% | 3,138 | 3,138 | — | $38.42万 | 新建仓 |
| DHI | D R HORTON INC | $38.53万 | 0.02% | 2,365 | 723 | 44.0% | $11.78万 | 加仓 |
| ADBE | ADOBE INC | $40.10万 | 0.02% | 1,956 | 626 | 47.1% | $12.83万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $40.58万 | 0.02% | 7,429 | -196 | -2.6% | -$1.07万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $40.76万 | 0.02% | 2,270 | -48 | -2.1% | -$8,618 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $40.80万 | 0.02% | 781 | 0 | 0.0% | — | 不变 |
| CASY | CASEYS GEN STORES INC | $41.01万 | 0.02% | 516 | 20 | 4.0% | $1.59万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $41.25万 | 0.02% | 6,065 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $41.27万 | 0.02% | 5,743 | 1,980 | 52.6% | $14.23万 | 加仓 |
| DG | DOLLAR GEN CORP | $41.36万 | 0.02% | 3,586 | 1,337 | 59.4% | $15.42万 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $41.52万 | 0.02% | 38,197 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $41.53万 | 0.02% | 5,479 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC | $41.55万 | 0.02% | 3,554 | 880 | 32.9% | $10.29万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $41.61万 | 0.02% | 5,525 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $41.62万 | 0.02% | 4,480 | 1,239 | 38.2% | $11.51万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $41.71万 | 0.02% | 15,056 | 0 | 0.0% | — | 不变 |
| XHB | SPDR SERIES TRUST | $41.74万 | 0.02% | 3,612 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC | $42.42万 | 0.02% | 2,064 | 2,064 | — | $42.42万 | 新建仓 |
| IDXX | IDEXX LABS INC | $42.66万 | 0.02% | 809 | 91 | 12.7% | $4.80万 | 加仓 |
| DAL | DELTA AIR LINES INC | $42.85万 | 0.02% | 4,575 | 219 | 5.0% | $2.05万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $42.88万 | 0.02% | 4,740 | 292 | 6.6% | $2.64万 | 加仓 |
| KVUE | KENVUE INC | $43.06万 | 0.02% | 22,538 | 12,232 | 118.7% | $23.37万 | 加仓 |
| CSX | CSX CORP | $43.11万 | 0.02% | 9,069 | 160 | 1.8% | $7,605 | 加仓 |
| BDX | BECTON DICKINSON & CO | $43.52万 | 0.02% | 2,876 | 73 | 2.6% | $1.10万 | 加仓 |
| EBAY | EBAY INC. | $43.77万 | 0.02% | 3,917 | 44 | 1.1% | $4,917 | 加仓 |
| XBI | SPDR SERIES TRUST | $43.94万 | 0.02% | 2,776 | 1,520 | 121.0% | $24.06万 | 加仓 |
| CRH | CRH PLC | $44.11万 | 0.02% | 4,110 | 4,110 | — | $44.11万 | 新建仓 |
| LEN | LENNAR CORP | $44.20万 | 0.02% | 4,884 | -62,962 | -92.8% | -$569.79万 | 减仓 |
| THO | THOR INDS INC | $44.24万 | 0.02% | 5,886 | 857 | 17.0% | $6.44万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $44.26万 | 0.02% | 2,703 | 491 | 22.2% | $8.04万 | 加仓 |
| SYY | SYSCO CORP | $44.56万 | 0.02% | 5,332 | 1,758 | 49.2% | $14.69万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $44.79万 | 0.02% | 1,819 | 79 | 4.5% | $1.95万 | 加仓 |
| WAB | WABTEC | $45.37万 | 0.02% | 1,684 | 479 | 39.8% | $12.91万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $45.43万 | 0.02% | 1,571 | 561 | 55.5% | $16.22万 | 加仓 |
| MMM | 3M CO | $46.40万 | 0.02% | 2,866 | -78 | -2.6% | -$1.26万 | 减仓 |
| USB | US BANCORP | $46.71万 | 0.02% | 7,732 | 493 | 6.8% | $2.98万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $46.84万 | 0.02% | 35,416 | -6,175 | -14.8% | -$8.17万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $47.08万 | 0.02% | 1,761 | -86 | -4.7% | -$2.30万 | 减仓 |
| VTR | VENTAS INC | $47.27万 | 0.02% | 5,323 | -11 | -0.2% | -$977 | 减仓 |
| MGA | MAGNA INTL INC | $47.35万 | 0.02% | 7,211 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $47.38万 | 0.03% | 1,903 | -426 | -18.3% | -$10.61万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $47.81万 | 0.03% | 2,194 | -373 | -14.5% | -$8.13万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $47.84万 | 0.03% | 4,977 | 290 | 6.2% | $2.79万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $48.00万 | 0.03% | 1,454 | 3 | 0.2% | $990 | 加仓 |
| AON | AON PLC | $48.66万 | 0.03% | 1,467 | 668 | 83.6% | $22.16万 | 加仓 |
| CNC | CENTENE CORP DEL | $49.43万 | 0.03% | 7,700 | 2,827 | 58.0% | $18.15万 | 重新持有 |
| VRTX | VERTEX PHARMACEUTICALS INC | $50.12万 | 0.03% | 1,009 | 71 | 7.6% | $3.53万 | 加仓 |