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 |
|---|---|---|---|---|---|---|---|---|
| IWF | ISHARES TR | $191.88万 | 0.14% | 4,500 | -1,853 | -29.2% | -$79.01万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $190.87万 | 0.14% | 13,695 | 4,251 | 45.0% | $59.25万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $181.80万 | 0.14% | 2,149 | 236 | 12.3% | $19.97万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $180.82万 | 0.14% | 13,606 | -57,665 | -80.9% | -$766.37万 | 减仓 |
| TRGP | TARGA RES CORP | $179.32万 | 0.14% | 7,152 | 66 | 0.9% | $1.65万 | 加仓 |
| C | CITIGROUP INC | $175.81万 | 0.13% | 15,502 | 1,775 | 12.9% | $20.13万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $172.40万 | 0.13% | 8,485 | 2,301 | 37.2% | $46.75万 | 加仓 |
| INTC | INTEL CORP | $171.69万 | 0.13% | 38,906 | 5,735 | 17.3% | $25.31万 | 加仓 |
| GLD | SPDR GOLD TR | $171.38万 | 0.13% | 3,983 | 1,751 | 78.4% | $75.34万 | 加仓 |
| LIN | LINDE PLC | $170.14万 | 0.13% | 3,432 | 1,321 | 62.6% | $65.49万 | 加仓 |
| QQQ | INVESCO QQQ TR | $163.86万 | 0.12% | 2,839 | 1,811 | 176.2% | $104.53万 | 加仓 |
| IVE | ISHARES TR | $160.77万 | 0.12% | 7,614 | -185 | -2.4% | -$3.91万 | 减仓 |
| GE | GE AEROSPACE | $150.00万 | 0.11% | 5,286 | 602 | 12.9% | $17.08万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $149.49万 | 0.11% | 4,942 | 704 | 16.6% | $21.30万 | 加仓 |
| EEM | ISHARES TR | $146.91万 | 0.11% | 25,869 | 246 | 1.0% | $1.40万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $146.46万 | 0.11% | 4,478 | 92 | 2.1% | $3.01万 | 加仓 |
| DIS | DISNEY WALT CO | $143.09万 | 0.11% | 14,846 | 1,776 | 13.6% | $17.12万 | 加仓 |
| CRM | SALESFORCE INC | $142.93万 | 0.11% | 7,657 | 1,112 | 17.0% | $20.76万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $141.63万 | 0.11% | 34,402 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $138.65万 | 0.10% | 13,262 | -1,306 | -9.0% | -$13.65万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $137.17万 | 0.10% | 4,834 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $135.08万 | 0.10% | 5,573 | 1,175 | 26.7% | $28.48万 | 加仓 |
| WFC | WELLS FARGO & CO | $134.10万 | 0.10% | 16,844 | -1,795 | -9.6% | -$14.29万 | 减仓 |
| AGG | ISHARES TR | $133.76万 | 0.10% | 13,474 | 13,474 | — | $133.76万 | 新建仓 |
| GEV | GE VERNOVA INC | $133.64万 | 0.10% | 1,531 | 440 | 40.3% | $38.41万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $132.16万 | 0.10% | 26,327 | 11,875 | 82.2% | $59.61万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $131.73万 | 0.10% | 2,680 | 718 | 36.6% | $35.29万 | 加仓 |
| T | AT&T INC | $131.47万 | 0.10% | 45,349 | 5,234 | 13.0% | $15.17万 | 加仓 |
| IWD | ISHARES TR | $130.02万 | 0.10% | 6,085 | -2,110 | -25.7% | -$45.08万 | 减仓 |
| EFA | ISHARES TR | $129.77万 | 0.10% | 13,360 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $127.65万 | 0.10% | 9,479 | 147 | 1.6% | $1.98万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $123.40万 | 0.09% | 7,846 | 1,278 | 19.5% | $20.10万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $117.61万 | 0.09% | 128,813 | -678,455 | -84.0% | -$619.43万 | 减仓 |
| SO | SOUTHERN CO | $115.02万 | 0.09% | 11,916 | 3,160 | 36.1% | $30.50万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $114.10万 | 0.09% | 271 | -24 | -8.1% | -$10.10万 | 减仓 |
| MAS | MASCO CORP | $114.05万 | 0.09% | 18,891 | -417 | -2.2% | -$2.52万 | 减仓 |
| CB | CHUBB LTD SWITZ | $109.65万 | 0.08% | 3,364 | 292 | 9.5% | $9.52万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $109.41万 | 0.08% | 12,837 | 1,576 | 14.0% | $13.43万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $109.16万 | 0.08% | 48,885 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $108.99万 | 0.08% | 17,411 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $106.34万 | 0.08% | 2,894 | -514 | -15.1% | -$18.89万 | 减仓 |
| MCK | MCKESSON CORP | $99.52万 | 0.08% | 1,150 | 378 | 49.0% | $32.71万 | 加仓 |
| LOW | LOWES COS INC | $99.02万 | 0.07% | 4,191 | 312 | 8.0% | $7.37万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $95.82万 | 0.07% | 5,977 | 2,870 | 92.4% | $46.01万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $95.69万 | 0.07% | 3,147 | -3 | -0.1% | -$912 | 减仓 |
| FDX | FEDEX CORP | $94.74万 | 0.07% | 2,660 | -490 | -15.6% | -$17.45万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $94.71万 | 0.07% | 2,426 | 156 | 6.9% | $6.09万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $92.48万 | 0.07% | 4,664 | -979 | -17.3% | -$19.41万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $91.47万 | 0.07% | 9,641 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $91.16万 | 0.07% | 2,844 | 412 | 16.9% | $13.21万 | 加仓 |
| USFR | WISDOMTREE TR | $90.68万 | 0.07% | 18,014 | -1,243 | -6.5% | -$6.26万 | 减仓 |
| NEM | NEWMONT CORP | $89.22万 | 0.07% | 8,242 | -1,911 | -18.8% | -$20.69万 | 减仓 |
| QUAL | ISHARES TR | $88.44万 | 0.07% | 4,611 | -1,195 | -20.6% | -$22.92万 | 减仓 |
| MO | ALTRIA GROUP INC | $88.09万 | 0.07% | 13,348 | 1,917 | 16.8% | $12.65万 | 加仓 |
| PFE | PFIZER INC | $87.28万 | 0.07% | 31,083 | 4,350 | 16.3% | $12.21万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $86.69万 | 0.07% | 4,998 | 150 | 3.1% | $2.60万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $82.50万 | 0.06% | 5,964 | -329 | -5.2% | -$4.55万 | 减仓 |
| ADI | ANALOG DEVICES INC | $81.92万 | 0.06% | 2,575 | 686 | 36.3% | $21.82万 | 加仓 |
| GM | GENERAL MTRS CO | $81.28万 | 0.06% | 10,910 | -256 | -2.3% | -$1.91万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $81.23万 | 0.06% | 8,643 | 1,121 | 14.9% | $10.54万 | 加仓 |
| WELL | WELLTOWER INC | $79.87万 | 0.06% | 4,040 | 552 | 15.8% | $10.91万 | 加仓 |
| GSIE | GOLDMAN SACHS ETF TR | $79.42万 | 0.06% | 18,415 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $78.65万 | 0.06% | 2,292 | 248 | 12.1% | $8.51万 | 加仓 |
| CMI | CUMMINS INC | $78.44万 | 0.06% | 1,458 | 638 | 77.8% | $34.33万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $77.39万 | 0.06% | 6,303 | 1,043 | 19.8% | $12.81万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $77.31万 | 0.06% | 1,133 | 84 | 8.0% | $5.73万 | 加仓 |
| EFV | ISHARES TR | $75.55万 | 0.06% | 10,161 | -4,261 | -29.5% | -$31.68万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $73.91万 | 0.06% | 3,851 | -13,452 | -77.7% | -$258.17万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $73.66万 | 0.06% | 6,570 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $73.41万 | 0.06% | 3,872 | 157 | 4.2% | $2.98万 | 加仓 |
| MDT | MEDTRONIC PLC | $73.38万 | 0.06% | 8,468 | 731 | 9.4% | $6.33万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $72.28万 | 0.05% | 2,253 | -518 | -18.7% | -$16.62万 | 减仓 |
| EQIX | EQUINIX INC | $72.15万 | 0.05% | 736 | 399 | 118.4% | $39.11万 | 加仓 |
| DGRW | WISDOMTREE TR | $71.42万 | 0.05% | 8,131 | -5,219 | -39.1% | -$45.84万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $71.41万 | 0.05% | 9,078 | -12 | -0.1% | -$944 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $71.30万 | 0.05% | 5,445 | 269 | 5.2% | $3.52万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $71.07万 | 0.05% | 7,564 | 38 | 0.5% | $3,570 | 加仓 |
| CTAS | CINTAS CORP | $70.68万 | 0.05% | 4,179 | 1,718 | 69.8% | $29.06万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $70.03万 | 0.05% | 9,086 | 169 | 1.9% | $1.30万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $69.89万 | 0.05% | 9,491 | 9,491 | — | $69.89万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $69.85万 | 0.05% | 11,516 | 2,741 | 31.2% | $16.62万 | 加仓 |
| COR | CENCORA INC | $69.65万 | 0.05% | 2,217 | 24 | 1.1% | $7,540 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $67.70万 | 0.05% | 5,922 | -1,211 | -17.0% | -$13.84万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $67.65万 | 0.05% | 2,599 | 325 | 14.3% | $8.46万 | 加仓 |
| L | LOEWS CORP | $67.59万 | 0.05% | 6,333 | 150 | 2.4% | $1.60万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $67.36万 | 0.05% | 9,365 | -1,318 | -12.3% | -$9.48万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $67.09万 | 0.05% | 2,376 | 210 | 9.7% | $5.93万 | 加仓 |
| FTK | FLOTEK INDUSTRIES INC | $66.91万 | 0.05% | 39,429 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $66.53万 | 0.05% | 1,678 | -562 | -25.1% | -$22.28万 | 减仓 |
| MDXG | MIMEDX GROUP INC | $65.85万 | 0.05% | 166,700 | 0 | 0.0% | — | 不变 |
| OEF | ISHARES TR | $65.68万 | 0.05% | 2,065 | -4,227 | -67.2% | -$134.45万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $65.62万 | 0.05% | 1,064 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $65.04万 | 0.05% | 2,329 | 166 | 7.7% | $4.64万 | 加仓 |
| IWM | ISHARES TR | $63.91万 | 0.05% | 2,577 | 1,389 | 116.9% | $34.45万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $63.85万 | 0.05% | 5,382 | 254 | 5.0% | $3.01万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $63.65万 | 0.05% | 2,353 | 198 | 9.2% | $5.36万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $63.58万 | 0.05% | 40,627 | 1,805 | 4.6% | $2.82万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $63.16万 | 0.05% | 3,462 | 53 | 1.6% | $9,669 | 加仓 |
| VOD | VODAFONE GROUP PLC | $62.47万 | 0.05% | 41,591 | -946 | -2.2% | -$1.42万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $62.13万 | 0.05% | 1,586 | 329 | 26.2% | $12.89万 | 加仓 |