13F 机构持仓

Turtle Creek Wealth Advisors, LLC

DALLAS TX · SEC CIK 0002007171

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$18.94亿2026Q2
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

VOO 6.6%
SPY 4.8%
IEFA 3.9%
AAPL 3.7%
CVX 3.5%
NVDA 3.4%
EXXON MOBIL CO 2.7%
MSFT 2.4%
LRCX 2.0%
CAT 1.9%

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
AGG ISHARES TR $103.01万0.05%10,407 -3,067-22.8% -$30.36万 减仓
HWM HOWMET AEROSPACE INC $107.18万0.06%3,987 1,87288.5% $50.32万 加仓
ADI ANALOG DEVICES INC $107.31万0.06%2,702 1274.9% $5.04万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $109.27万0.06%8,877 1,03113.1% $12.69万 加仓
SPMO INVESCO EXCH TRADED FD TR II $110.57万0.06%6,845 2754.2% $4.44万 加仓
SO SOUTHERN CO $111.75万0.06%11,675 -241-2.0% -$2.31万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $112.36万0.06%3,217 84135.4% $29.37万 加仓
OWL BLUE OWL CAPITAL INC $112.71万0.06%128,813 00.0% — 不变
PAA PLAINS ALL AMERN PIPELINE L $113.27万0.06%50,885 2,0004.1% $4.45万 加仓
CLOV CLOVER HEALTH INVESTMENTS CO $115.28万0.06%220,000 00.0% — 不变
TRP TC ENERGY CORP $116.31万0.06%17,545 1340.8% $8,883 加仓
LNG CHENIERE ENERGY INC $116.40万0.06%4,870 360.7% $8,604 加仓
MCK MCKESSON CORP $116.84万0.06%1,547 39734.5% $29.98万 加仓
T AT&T INC $117.30万0.06%56,661 11,31224.9% $23.42万 加仓
WFC WELLS FARGO & CO $119.59万0.06%14,471 -2,373-14.1% -$19.61万 减仓
NOW SERVICENOW INC $122.51万0.06%12,336 -926-7.0% -$9.20万 减仓
HLT HILTON WORLDWIDE HLDGS INC $124.72万0.07%3,773 62619.9% $20.69万 加仓
ANET ARISTA NETWORKS INC $126.08万0.07%7,422 1,11917.8% $19.01万 加仓
CB CHUBB LIMITED $126.46万0.07%3,711 34710.3% $11.82万 加仓
PAYX PAYCHEX INC $127.13万0.07%12,929 7,032119.2% $69.15万 加仓
MGK VANGUARD WORLD FD $127.21万0.07%14,470 00.0% — 不变
TMO THERMO FISHER SCIENTIFIC INC $137.01万0.07%2,732 521.9% $2.61万 加仓
FTNT FORTINET INC $140.59万0.07%9,141 3,62565.7% $55.75万 加仓
DTM DT MIDSTREAM INC $143.00万0.08%9,745 2662.8% $3.90万 加仓
GLD SPDR GOLD TR $146.73万0.08%3,983 00.0% — 不变
BSV VANGUARD BD INDEX FDS $146.81万0.08%18,830 18,830— $146.81万 新建仓
IWD ISHARES TR $147.52万0.08%6,085 00.0% — 不变
WES WESTERN MIDSTREAM PARTNERS L $150.54万0.08%34,402 00.0% — 不变
IGIB ISHARES TR $151.14万0.08%28,370 28,370— $151.14万 新建仓
PLTR PALANTIR TECHNOLOGIES INC $156.33万0.08%13,399 -4,115-23.5% -$48.01万 减仓
MAR MARRIOTT INTL INC NEW $156.46万0.08%4,222 -256-5.7% -$9.49万 减仓
DIS DISNEY WALT CO $157.04万0.08%16,316 1,4709.9% $14.15万 加仓
DELL DELL TECHNOLOGIES INC $157.53万0.08%3,651 1,03639.6% $44.70万 加仓
IBM INTERNATIONAL BUSINESS MACHS $160.18万0.08%5,698 1252.2% $3.51万 加仓
MAS MASCO CORP $165.97万0.09%20,397 1,5068.0% $12.25万 加仓
GILD GILEAD SCIENCES INC $167.21万0.09%13,235 -460-3.4% -$5.81万 减仓
CL COLGATE PALMOLIVE CO $172.23万0.09%18,786 5,94946.3% $54.54万 加仓
WDC WESTERN DIGITAL CORP $175.84万0.09%2,753 40017.0% $25.55万 加仓
AXP AMERICAN EXPRESS CO $176.68万0.09%5,223 2815.7% $9.51万 加仓
EEM ISHARES TR $176.97万0.09%25,869 00.0% — 不变
STX SEAGATE TECHNOLOGY HLDNGS PL $179.78万0.09%1,863 27717.5% $26.73万 加仓
IVE ISHARES TR $181.03万0.10%7,973 3594.7% $8.15万 加仓
EFA ISHARES TR $187.34万0.10%18,039 4,67935.0% $48.59万 加仓
LIN LINDE PLC $188.53万0.10%3,635 2035.9% $10.53万 加仓
GEV GE VERNOVA INC $191.21万0.10%1,629 986.4% $11.50万 加仓
COF CAPITAL ONE FINL CORP $192.04万0.10%9,568 6,106176.4% $122.55万 加仓
SNDK SANDISK CORP $192.09万0.10%845 12617.5% $28.64万 加仓
VWO VANGUARD INTL EQUITY INDEX F $194.60万0.10%32,777 27,427512.7% $162.83万 加仓
QQQ INVESCO QQQ TR $201.70万0.11%2,739 -100-3.5% -$7.36万 减仓
GBIL GOLDMAN SACHS ETF TR $202.24万0.11%20,192 670.3% $6,711 加仓
OKE ONEOK INC NEW $204.48万0.11%23,520 9154.0% $7.96万 加仓
TRGP TARGA RES CORP $205.34万0.11%7,658 5067.1% $13.57万 加仓
GE GE AEROSPACE $205.63万0.11%5,502 2164.1% $8.07万 加仓
GS GOLDMAN SACHS GROUP INC $219.78万0.12%2,173 241.1% $2.43万 加仓
CRWD CROWDSTRIKE HLDGS INC $221.80万0.12%2,910 48420.0% $36.89万 加仓
ORCL ORACLE CORP $222.13万0.12%15,157 1,1988.6% $17.56万 加仓
IWF ISHARES TR $233.44万0.12%18,800 8004.4% $9.93万 加仓
C CITIGROUP INC $235.77万0.12%16,833 1,3318.6% $18.64万 加仓
NEE NEXTERA ENERGY INC $235.97万0.12%26,858 5,19124.0% $45.61万 加仓
BA BOEING CO $244.10万0.13%11,280 1,05710.3% $22.87万 加仓
PANW PALO ALTO NETWORKS INC $246.10万0.13%7,221 1,24420.8% $42.40万 加仓
XLK SELECT SECTOR SPDR TR $253.30万0.13%13,295 -311-2.3% -$5.93万 减仓
VSS VANGUARD INTL EQUITY INDEX F $255.69万0.13%16,600 16,600— $255.69万 新建仓
ENB ENBRIDGE INC $268.04万0.14%49,444 00.0% — 不变
NFLX NETFLIX INC. $269.20万0.14%37,665 -6,165-14.1% -$44.06万 减仓
INFQ INFLEQTION INC $316.85万0.17%237,878 237,878— $316.85万 新建仓
MS MORGAN STANLEY $324.15万0.17%15,505 8926.1% $18.65万 加仓
ADP AUTOMATIC DATA PROCESSING IN $326.88万0.17%14,596 6,11172.0% $136.86万 加仓
ISRG INTUITIVE SURGICAL INC $328.12万0.17%8,246 -1,742-17.4% -$69.32万 减仓
SPYG SPDR SERIES TRUST $339.79万0.18%28,556 00.0% — 不变
DE DEERE & CO $343.59万0.18%5,417 1,01223.0% $64.19万 加仓
BAC BANK OF AMER CORP $346.08万0.18%60,690 20,16049.7% $114.96万 加仓
AMGN AMGEN INC $351.59万0.19%9,709 6587.3% $23.83万 加仓
COP CONOCOPHILLIPS $361.03万0.19%34,726 13,67164.9% $142.13万 加仓
CSCO CISCO SYS INC $362.75万0.19%30,881 1,9166.6% $22.51万 加仓
MRK MERCK & CO INC $372.26万0.20%28,968 2,2158.3% $28.46万 加仓
ABT ABBOTT LABORATORIES $383.24万0.20%42,229 1740.4% $1.58万 加仓
KMI KINDER MORGAN INC DEL $422.78万0.22%132,224 10,2808.4% $32.87万 加仓
SBUX STARBUCKS CORP $440.50万0.23%43,106 2,9697.4% $30.34万 加仓
LMT LOCKHEED MARTIN CORP $454.13万0.24%8,914 1,30617.2% $66.54万 加仓
APD AIR PRODUCTS AND CHEMICALS I $458.24万0.24%15,630 1,48610.5% $43.57万 加仓
ASML ASML HLDG NV $489.60万0.26%2,463 803.4% $15.90万 加仓
SM SM ENERGY COMPANY $498.40万0.26%190,959 190,959— $498.40万 新建仓
IWR ISHARES TR $505.38万0.27%45,810 -4,352-8.7% -$48.01万 减仓
PEP PEPSICO INC $542.47万0.29%40,061 3,3559.1% $45.43万 加仓
IVW ISHARES TR $546.56万0.29%39,741 -13,284-25.1% -$182.69万 减仓
ETN EATON CORP PLC $555.03万0.29%13,030 9648.0% $41.06万 加仓
UNP UNION PAC CORP $558.54万0.29%20,534 3,57021.0% $97.11万 加仓
IEMG ISHARES INC $562.21万0.30%67,867 -3,818-5.3% -$31.63万 减仓
CME CME GROUP INC $586.97万0.31%26,583 2,72511.4% $60.17万 加仓
DUK DUKE ENERGY CORP NEW $589.21万0.31%46,544 7,75420.0% $98.16万 加仓
WMT WALMART INC $591.63万0.31%52,225 2,4785.0% $28.07万 加仓
RTX RTX CORPORATION $616.28万0.33%32,482 4,82917.5% $91.62万 加仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $624.32万0.33%13,109 1,71315.0% $81.58万 加仓
INTC INTEL CORP $663.36万0.35%47,542 8,63622.2% $120.50万 加仓
PLD PROLOGIS INC. $666.60万0.35%49,195 7,14617.0% $96.83万 加仓
AMD ADVANCED MICRO DEVICES INC $677.17万0.36%11,658 5004.5% $29.04万 加仓
IJR ISHARES TR $680.19万0.36%45,888 9,13524.9% $135.41万 加仓
WMB WILLIAMS COS INC $699.39万0.37%94,075 1,4991.6% $11.14万 加仓
ABBV ABBVIE INC $718.22万0.38%28,533 6,04726.9% $152.21万 加仓