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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $1.01亿 | 7.66% | 169,680 | 28,127 | 19.9% | $1,680.73万 | 加仓 |
| IEFA | ISHARES TR | $5,940.13万 | 4.48% | 656,151 | 101,504 | 18.3% | $918.92万 | 加仓 |
| AAPL | APPLE INC | $5,521.10万 | 4.17% | 217,546 | 18,492 | 9.3% | $469.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5,082.87万 | 3.84% | 291,449 | 32,167 | 12.4% | $560.99万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,932.18万 | 2.97% | 106,226 | 10,027 | 10.4% | $371.17万 | 加仓 |
| GOOGL | ALPHABET INC | $2,627.84万 | 1.98% | 91,384 | 9,581 | 11.7% | $275.51万 | 加仓 |
| CAT | CATERPILLAR INC | $2,397.93万 | 1.81% | 33,847 | 810 | 2.5% | $57.39万 | 加仓 |
| LLY | ELI LILLY & CO | $2,353.89万 | 1.78% | 25,592 | 994 | 4.0% | $91.43万 | 加仓 |
| AMZN | AMAZON COM INC | $2,341.08万 | 1.77% | 112,406 | 6,651 | 6.3% | $138.52万 | 加仓 |
| IJH | ISHARES TR | $2,212.16万 | 1.67% | 327,582 | 46,678 | 16.6% | $315.22万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $2,127.90万 | 1.61% | 72,338 | 5,641 | 8.5% | $165.94万 | 加仓 |
| AVGO | BROADCOM INC | $2,033.23万 | 1.54% | 65,692 | 5,289 | 8.8% | $163.70万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,029.26万 | 1.53% | 94,976 | 1,403 | 1.5% | $29.98万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $1,943.22万 | 1.47% | 800,338 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $1,770.98万 | 1.34% | 12,028 | 538 | 4.7% | $79.21万 | 加仓 |
| META | META PLATFORMS INC | $1,747.77万 | 1.32% | 30,548 | 1,047 | 3.5% | $59.90万 | 加仓 |
| GOOG | ALPHABET INC | $1,669.96万 | 1.26% | 58,215 | 2,712 | 4.9% | $77.80万 | 加仓 |
| MCD | MCDONALDS CORP | $1,668.45万 | 1.26% | 53,684 | 3,677 | 7.4% | $114.28万 | 加仓 |
| BLK | BLACKROCK INC | $1,607.22万 | 1.21% | 16,712 | 1,210 | 7.8% | $116.37万 | 加仓 |
| — | EXXON MOBIL CORP | $1,598.47万 | 1.21% | 94,216 | 6,355 | 7.2% | $107.82万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,583.95万 | 1.20% | 46,343 | 2,545 | 5.8% | $86.99万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $1,558.18万 | 1.18% | 411,781 | 1,200 | 0.3% | $4.54万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,549.57万 | 1.17% | 23,827 | -229 | -1.0% | -$14.89万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,548.27万 | 1.17% | 15,538 | 3,116 | 25.1% | $310.49万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1,450.26万 | 1.09% | 100,406 | 22,902 | 29.5% | $330.79万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,419.61万 | 1.07% | 221,537 | -15,122 | -6.4% | -$96.90万 | 减仓 |
| APH | AMPHENOL CORP | $1,415.15万 | 1.07% | 112,002 | 5,741 | 5.4% | $72.54万 | 加仓 |
| ET | ENERGY TRANSFER L P | $1,411.32万 | 1.07% | 731,253 | 11,313 | 1.6% | $21.83万 | 加仓 |
| TJX | TJX COS INC NEW | $1,397.46万 | 1.06% | 87,505 | 6,063 | 7.4% | $96.83万 | 加仓 |
| EOG | EOG RES INC | $1,382.72万 | 1.04% | 95,643 | 30,260 | 46.3% | $437.47万 | 加仓 |
| V | VISA INC | $1,357.99万 | 1.03% | 44,931 | 2,914 | 6.9% | $88.07万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,195.78万 | 0.90% | 13,357 | 1,075 | 8.8% | $96.24万 | 加仓 |
| ETR | ENTERGY CORP NEW | $1,095.85万 | 0.83% | 97,530 | 10,301 | 11.8% | $115.74万 | 加仓 |
| HD | HOME DEPOT INC | $1,015.91万 | 0.77% | 30,889 | 342 | 1.1% | $11.25万 | 加仓 |
| GRMN | GARMIN LTD | $985.12万 | 0.74% | 42,460 | 11,208 | 35.9% | $260.04万 | 加仓 |
| IWB | ISHARES TR | $976.58万 | 0.74% | 27,389 | 227 | 0.8% | $8.09万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $969.00万 | 0.73% | 23,252 | 4,639 | 24.9% | $193.33万 | 加仓 |
| AFL | AFLAC INC | $926.79万 | 0.70% | 84,476 | 6,768 | 8.7% | $74.25万 | 加仓 |
| INTU | INTUIT | $873.09万 | 0.66% | 20,193 | 2,928 | 17.0% | $126.60万 | 加仓 |
| SYK | STRYKER CORPORATION | $857.86万 | 0.65% | 26,107 | 2,731 | 11.7% | $89.74万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $857.00万 | 0.65% | 14,558 | 1,615 | 12.5% | $95.07万 | 加仓 |
| ITOT | ISHARES TR | $848.74万 | 0.64% | 59,590 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $837.27万 | 0.63% | 42,235 | 4,454 | 11.8% | $88.30万 | 加仓 |
| MPLX | MPLX LP | $833.74万 | 0.63% | 146,090 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $821.78万 | 0.62% | 16,447 | 104 | 0.6% | $5.20万 | 加仓 |
| SPGI | S&P GLOBAL INC | $805.97万 | 0.61% | 18,949 | 4,655 | 32.6% | $197.99万 | 加仓 |
| KO | COCA COLA CO | $780.97万 | 0.59% | 102,692 | 8,248 | 8.7% | $62.73万 | 加仓 |
| CI | THE CIGNA GROUP | $765.56万 | 0.58% | 28,700 | 10,592 | 58.5% | $282.54万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $751.26万 | 0.57% | 45,437 | 1,621 | 3.7% | $26.80万 | 加仓 |
| TXN | TEXAS INSTRS INC | $711.68万 | 0.54% | 36,658 | 934 | 2.6% | $18.13万 | 加仓 |
| CME | CME GROUP INC | $704.65万 | 0.53% | 23,858 | -344 | -1.4% | -$10.16万 | 减仓 |
| WMB | WILLIAMS COS INC | $673.77万 | 0.51% | 92,576 | 3,439 | 3.9% | $25.03万 | 加仓 |
| BX | BLACKSTONE INC | $653.18万 | 0.49% | 56,803 | 14,981 | 35.8% | $172.27万 | 加仓 |
| IVV | ISHARES TR | $619.66万 | 0.47% | 9,486 | -1,374 | -12.7% | -$89.75万 | 减仓 |
| WMT | WALMART INC | $618.26万 | 0.47% | 49,747 | 6,041 | 13.8% | $75.08万 | 加仓 |
| CVX | CHEVRON CORPORATION | $616.62万 | 0.47% | 29,803 | 4,524 | 17.9% | $93.60万 | 加仓 |
| TSLA | TESLA INC | $606.55万 | 0.46% | 16,316 | 1,975 | 13.8% | $73.42万 | 加仓 |
| IVW | ISHARES TR | $599.77万 | 0.45% | 53,025 | -63,729 | -54.6% | -$720.84万 | 减仓 |
| LEN | LENNAR CORP | $589.17万 | 0.44% | 67,846 | 17,300 | 34.2% | $150.23万 | 加仓 |
| PEP | PEPSICO INC | $570.01万 | 0.43% | 36,706 | 2,174 | 6.3% | $33.76万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $566.64万 | 0.43% | 75,451 | 4,402 | 6.2% | $33.06万 | 加仓 |
| PLD | PROLOGIS INC. | $555.80万 | 0.42% | 42,049 | 2,221 | 5.6% | $29.36万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $550.31万 | 0.42% | 22,513 | 2,578 | 12.9% | $63.02万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $539.20万 | 0.41% | 11,252 | 597 | 5.6% | $28.61万 | 加仓 |
| RTX | RTX CORPORATION | $533.43万 | 0.40% | 27,653 | -3,314 | -10.7% | -$63.93万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $508.93万 | 0.38% | 18,808 | 1,807 | 10.6% | $48.90万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $507.91万 | 0.38% | 38,790 | 134 | 0.3% | $1.75万 | 加仓 |
| IEMG | ISHARES INC | $500.00万 | 0.38% | 71,685 | 3,385 | 5.0% | $23.61万 | 加仓 |
| ABBV | ABBVIE INC | $489.04万 | 0.37% | 22,486 | 1,735 | 8.4% | $37.73万 | 加仓 |
| IWR | ISHARES TR | $487.73万 | 0.37% | 50,162 | -8,525 | -14.5% | -$82.89万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $460.44万 | 0.35% | 9,988 | 639 | 6.8% | $29.46万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $459.82万 | 0.35% | 7,608 | 964 | 14.5% | $58.26万 | 加仓 |
| IJR | ISHARES TR | $456.88万 | 0.34% | 36,753 | -31,796 | -46.4% | -$395.26万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $431.78万 | 0.33% | 42,055 | -87 | -0.2% | -$8,932 | 减仓 |
| ETN | EATON CORP PLC | $431.56万 | 0.33% | 12,066 | 2,097 | 21.0% | $75.00万 | 加仓 |
| NFLX | NETFLIX INC. | $421.43万 | 0.32% | 43,830 | 11,562 | 35.8% | $111.17万 | 加仓 |
| UNP | UNION PAC CORP | $411.58万 | 0.31% | 16,964 | 1,855 | 12.3% | $45.01万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $410.87万 | 0.31% | 14,144 | 199 | 1.4% | $5.78万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $408.88万 | 0.31% | 121,944 | -313 | -0.3% | -$1.05万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $385.13万 | 0.29% | 11,396 | 80 | 0.7% | $2.70万 | 加仓 |
| SBUX | STARBUCKS CORP | $359.59万 | 0.27% | 40,137 | -786 | -1.9% | -$7.04万 | 减仓 |
| MRK | MERCK & CO INC | $321.81万 | 0.24% | 26,753 | 6,019 | 29.0% | $72.40万 | 加仓 |
| AMGN | AMGEN INC | $318.46万 | 0.24% | 9,051 | 1,223 | 15.6% | $43.03万 | 加仓 |
| ASML | ASML HLDG NV | $314.75万 | 0.24% | 2,383 | 20 | 0.8% | $2.64万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $279.59万 | 0.21% | 28,556 | -1,340 | -4.5% | -$13.12万 | 减仓 |
| COP | CONOCOPHILLIPS | $277.93万 | 0.21% | 21,055 | 2,606 | 14.1% | $34.40万 | 加仓 |
| ENB | ENBRIDGE INC | $267.69万 | 0.20% | 49,444 | -2,412 | -4.7% | -$13.06万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $256.19万 | 0.19% | 17,514 | 3,621 | 26.1% | $52.97万 | 加仓 |
| — | HONEYWELL INTL INC | $254.35万 | 0.19% | 11,253 | 416 | 3.8% | $9.40万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $253.28万 | 0.19% | 7,497 | 627 | 9.1% | $21.18万 | 加仓 |
| DE | DEERE & CO | $248.13万 | 0.19% | 4,405 | 135 | 3.2% | $7.60万 | 加仓 |
| MS | MORGAN STANLEY | $240.49万 | 0.18% | 14,613 | 1,157 | 8.6% | $19.04万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $226.99万 | 0.17% | 11,158 | 1,922 | 20.8% | $39.10万 | 加仓 |
| CSCO | CISCO SYS INC | $224.74万 | 0.17% | 28,965 | 5,373 | 22.8% | $41.69万 | 加仓 |
| ORCL | ORACLE CORP | $205.34万 | 0.16% | 13,959 | -822 | -5.6% | -$12.09万 | 减仓 |
| OKE | ONEOK INC NEW | $204.33万 | 0.15% | 22,605 | -231 | -1.0% | -$2.09万 | 减仓 |
| BA | BOEING CO | $203.47万 | 0.15% | 10,223 | 784 | 8.3% | $15.60万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $201.63万 | 0.15% | 20,125 | 1,703 | 9.2% | $17.06万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $201.24万 | 0.15% | 21,667 | 3,060 | 16.4% | $28.42万 | 加仓 |
| BAC | BANK AMERICA CORP | $197.58万 | 0.15% | 40,530 | 1,670 | 4.3% | $8.14万 | 加仓 |