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 |
|---|---|---|---|---|---|---|---|---|
| PAGP | PLAINS GP HLDGS L P | $1,943.22万 | 1.47% | 800,338 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $2,029.26万 | 1.53% | 94,976 | 1,403 | 1.5% | $29.98万 | 加仓 |
| AVGO | BROADCOM INC | $2,033.23万 | 1.54% | 65,692 | 5,289 | 8.8% | $163.70万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,127.90万 | 1.61% | 72,338 | 5,641 | 8.5% | $165.94万 | 加仓 |
| IJH | ISHARES TR | $2,212.16万 | 1.67% | 327,582 | 46,678 | 16.6% | $315.22万 | 加仓 |
| AMZN | AMAZON COM INC | $2,341.08万 | 1.77% | 112,406 | 6,651 | 6.3% | $138.52万 | 加仓 |
| LLY | ELI LILLY & CO | $2,353.89万 | 1.78% | 25,592 | 994 | 4.0% | $91.43万 | 加仓 |
| CAT | CATERPILLAR INC | $2,397.93万 | 1.81% | 33,847 | 810 | 2.5% | $57.39万 | 加仓 |
| GOOGL | ALPHABET INC | $2,627.84万 | 1.98% | 91,384 | 9,581 | 11.7% | $275.51万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,932.18万 | 2.97% | 106,226 | 10,027 | 10.4% | $371.17万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,082.87万 | 3.84% | 291,449 | 32,167 | 12.4% | $560.99万 | 加仓 |
| AAPL | APPLE INC | $5,521.10万 | 4.17% | 217,546 | 18,492 | 9.3% | $469.31万 | 加仓 |
| IEFA | ISHARES TR | $5,940.13万 | 4.48% | 656,151 | 101,504 | 18.3% | $918.92万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1.01亿 | 7.66% | 169,680 | 28,127 | 19.9% | $1,680.73万 | 加仓 |