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 |
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $246.10万 | 0.13% | 7,221 | 1,244 | 20.8% | $42.40万 | 加仓 |
| BA | BOEING CO | $244.10万 | 0.13% | 11,280 | 1,057 | 10.3% | $22.87万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $235.97万 | 0.12% | 26,858 | 5,191 | 24.0% | $45.61万 | 加仓 |
| C | CITIGROUP INC | $235.77万 | 0.12% | 16,833 | 1,331 | 8.6% | $18.64万 | 加仓 |
| IWF | ISHARES TR | $233.44万 | 0.12% | 18,800 | 800 | 4.4% | $9.93万 | 加仓 |
| ORCL | ORACLE CORP | $222.13万 | 0.12% | 15,157 | 1,198 | 8.6% | $17.56万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $221.80万 | 0.12% | 2,910 | 484 | 20.0% | $36.89万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $219.78万 | 0.12% | 2,173 | 24 | 1.1% | $2.43万 | 加仓 |
| GE | GE AEROSPACE | $205.63万 | 0.11% | 5,502 | 216 | 4.1% | $8.07万 | 加仓 |
| TRGP | TARGA RES CORP | $205.34万 | 0.11% | 7,658 | 506 | 7.1% | $13.57万 | 加仓 |
| OKE | ONEOK INC NEW | $204.48万 | 0.11% | 23,520 | 915 | 4.0% | $7.96万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $202.24万 | 0.11% | 20,192 | 67 | 0.3% | $6,711 | 加仓 |
| QQQ | INVESCO QQQ TR | $201.70万 | 0.11% | 2,739 | -100 | -3.5% | -$7.36万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $194.60万 | 0.10% | 32,777 | 27,427 | 512.7% | $162.83万 | 加仓 |
| SNDK | SANDISK CORP | $192.09万 | 0.10% | 845 | 126 | 17.5% | $28.64万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $192.04万 | 0.10% | 9,568 | 6,106 | 176.4% | $122.55万 | 加仓 |
| GEV | GE VERNOVA INC | $191.21万 | 0.10% | 1,629 | 98 | 6.4% | $11.50万 | 加仓 |
| LIN | LINDE PLC | $188.53万 | 0.10% | 3,635 | 203 | 5.9% | $10.53万 | 加仓 |
| EFA | ISHARES TR | $187.34万 | 0.10% | 18,039 | 4,679 | 35.0% | $48.59万 | 加仓 |
| IVE | ISHARES TR | $181.03万 | 0.10% | 7,973 | 359 | 4.7% | $8.15万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $179.78万 | 0.09% | 1,863 | 277 | 17.5% | $26.73万 | 加仓 |
| EEM | ISHARES TR | $176.97万 | 0.09% | 25,869 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $176.68万 | 0.09% | 5,223 | 281 | 5.7% | $9.51万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $175.84万 | 0.09% | 2,753 | 400 | 17.0% | $25.55万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $172.23万 | 0.09% | 18,786 | 5,949 | 46.3% | $54.54万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $167.21万 | 0.09% | 13,235 | -460 | -3.4% | -$5.81万 | 减仓 |
| MAS | MASCO CORP | $165.97万 | 0.09% | 20,397 | 1,506 | 8.0% | $12.25万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $160.18万 | 0.08% | 5,698 | 125 | 2.2% | $3.51万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $157.53万 | 0.08% | 3,651 | 1,036 | 39.6% | $44.70万 | 加仓 |
| DIS | DISNEY WALT CO | $157.04万 | 0.08% | 16,316 | 1,470 | 9.9% | $14.15万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $156.46万 | 0.08% | 4,222 | -256 | -5.7% | -$9.49万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $156.33万 | 0.08% | 13,399 | -4,115 | -23.5% | -$48.01万 | 减仓 |
| IGIB | ISHARES TR | $151.14万 | 0.08% | 28,370 | 28,370 | — | $151.14万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $150.54万 | 0.08% | 34,402 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $147.52万 | 0.08% | 6,085 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $146.81万 | 0.08% | 18,830 | 18,830 | — | $146.81万 | 新建仓 |
| GLD | SPDR GOLD TR | $146.73万 | 0.08% | 3,983 | 0 | 0.0% | — | 不变 |
| DTM | DT MIDSTREAM INC | $143.00万 | 0.08% | 9,745 | 266 | 2.8% | $3.90万 | 加仓 |
| FTNT | FORTINET INC | $140.59万 | 0.07% | 9,141 | 3,625 | 65.7% | $55.75万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $137.01万 | 0.07% | 2,732 | 52 | 1.9% | $2.61万 | 加仓 |
| MGK | VANGUARD WORLD FD | $127.21万 | 0.07% | 14,470 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $127.13万 | 0.07% | 12,929 | 7,032 | 119.2% | $69.15万 | 加仓 |
| CB | CHUBB LIMITED | $126.46万 | 0.07% | 3,711 | 347 | 10.3% | $11.82万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $126.08万 | 0.07% | 7,422 | 1,119 | 17.8% | $19.01万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $124.72万 | 0.07% | 3,773 | 626 | 19.9% | $20.69万 | 加仓 |
| NOW | SERVICENOW INC | $122.51万 | 0.06% | 12,336 | -926 | -7.0% | -$9.20万 | 减仓 |
| WFC | WELLS FARGO & CO | $119.59万 | 0.06% | 14,471 | -2,373 | -14.1% | -$19.61万 | 减仓 |
| T | AT&T INC | $117.30万 | 0.06% | 56,661 | 11,312 | 24.9% | $23.42万 | 加仓 |
| MCK | MCKESSON CORP | $116.84万 | 0.06% | 1,547 | 397 | 34.5% | $29.98万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $116.40万 | 0.06% | 4,870 | 36 | 0.7% | $8,604 | 加仓 |
| TRP | TC ENERGY CORP | $116.31万 | 0.06% | 17,545 | 134 | 0.8% | $8,883 | 加仓 |
| CLOV | CLOVER HEALTH INVESTMENTS CO | $115.28万 | 0.06% | 220,000 | 0 | 0.0% | — | 不变 |
| PAA | PLAINS ALL AMERN PIPELINE L | $113.27万 | 0.06% | 50,885 | 2,000 | 4.1% | $4.45万 | 加仓 |
| OWL | BLUE OWL CAPITAL INC | $112.71万 | 0.06% | 128,813 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $112.36万 | 0.06% | 3,217 | 841 | 35.4% | $29.37万 | 加仓 |
| SO | SOUTHERN CO | $111.75万 | 0.06% | 11,675 | -241 | -2.0% | -$2.31万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $110.57万 | 0.06% | 6,845 | 275 | 4.2% | $4.44万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $109.27万 | 0.06% | 8,877 | 1,031 | 13.1% | $12.69万 | 加仓 |
| ADI | ANALOG DEVICES INC | $107.31万 | 0.06% | 2,702 | 127 | 4.9% | $5.04万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $107.18万 | 0.06% | 3,987 | 1,872 | 88.5% | $50.32万 | 加仓 |
| AGG | ISHARES TR | $103.01万 | 0.05% | 10,407 | -3,067 | -22.8% | -$30.36万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $102.40万 | 0.05% | 9,917 | 276 | 2.9% | $2.85万 | 加仓 |
| CMI | CUMMINS INC | $101.85万 | 0.05% | 1,428 | -30 | -2.1% | -$2.14万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $99.82万 | 0.05% | 23,537 | -2,790 | -10.6% | -$11.83万 | 减仓 |
| MDT | MEDTRONIC PLC | $99.69万 | 0.05% | 12,702 | 4,234 | 50.0% | $33.23万 | 加仓 |
| MO | ALTRIA GROUP INC | $99.11万 | 0.05% | 13,774 | 426 | 3.2% | $3.07万 | 加仓 |
| OEF | ISHARES TR | $99.04万 | 0.05% | 2,707 | 642 | 31.1% | $23.49万 | 加仓 |
| PWR | QUANTA SVCS INC | $94.33万 | 0.05% | 1,311 | 297 | 29.3% | $21.37万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $93.29万 | 0.05% | 5,234 | -1,541 | -22.7% | -$27.47万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $90.86万 | 0.05% | 5,789 | -175 | -2.9% | -$2.75万 | 减仓 |
| USFR | WISDOMTREE TR | $90.70万 | 0.05% | 18,014 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $90.33万 | 0.05% | 3,980 | -60 | -1.5% | -$1.36万 | 减仓 |
| GM | GENERAL MTRS CO | $89.36万 | 0.05% | 11,593 | 683 | 6.3% | $5.26万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $89.06万 | 0.05% | 12,439 | 3,353 | 36.9% | $24.01万 | 加仓 |
| PFE | PFIZER INC | $88.82万 | 0.05% | 36,870 | 5,787 | 18.6% | $13.94万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $87.77万 | 0.05% | 4,125 | 274 | 7.1% | $5.83万 | 加仓 |
| GLW | CORNING INC | $87.41万 | 0.05% | 3,422 | 165 | 5.1% | $4.21万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $86.96万 | 0.05% | 2,455 | 163 | 7.1% | $5.77万 | 加仓 |
| SNPS | SYNOPSYS INC | $85.65万 | 0.05% | 1,920 | 242 | 14.4% | $10.79万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $85.14万 | 0.04% | 7,920 | 2,768 | 53.7% | $29.76万 | 加仓 |
| QCOM | QUALCOMM INC | $84.70万 | 0.04% | 4,583 | 149 | 3.4% | $2.75万 | 加仓 |
| INTU | INTUIT | $84.45万 | 0.04% | 3,236 | -16,957 | -84.0% | -$442.54万 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $84.16万 | 0.04% | 18,415 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $84.12万 | 0.04% | 3,774 | 1,684 | 80.6% | $37.54万 | 加仓 |
| USHY | ISHARES TR | $83.91万 | 0.04% | 22,662 | 22,662 | — | $83.91万 | 新建仓 |
| EMR | EMERSON ELEC CO | $83.79万 | 0.04% | 5,853 | 3,500 | 148.7% | $50.10万 | 加仓 |
| GIS | GENERAL MILLS INC | $83.23万 | 0.04% | 23,915 | 17,799 | 291.0% | $61.94万 | 重新持有 |
| IWM | ISHARES TR | $82.88万 | 0.04% | 2,759 | 182 | 7.1% | $5.47万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $82.33万 | 0.04% | 3,677 | 733 | 24.9% | $16.41万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $82.11万 | 0.04% | 2,219 | -34 | -1.5% | -$1.26万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $81.56万 | 0.04% | 9,412 | 334 | 3.7% | $2.89万 | 加仓 |
| CVS | CVS HEALTH CORP | $80.64万 | 0.04% | 7,795 | 621 | 8.7% | $6.42万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $80.43万 | 0.04% | 5,562 | 180 | 3.3% | $2.60万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $80.43万 | 0.04% | 5,505 | 60 | 1.1% | $8,766 | 加仓 |
| FDX | FEDEX CORP | $80.42万 | 0.04% | 2,568 | -92 | -3.5% | -$2.88万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $79.74万 | 0.04% | 2,316 | -528 | -18.6% | -$18.18万 | 减仓 |
| NEM | NEWMONT CORP | $78.80万 | 0.04% | 8,437 | 195 | 2.4% | $1.82万 | 加仓 |
| EFV | ISHARES TR | $77.78万 | 0.04% | 10,161 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $77.76万 | 0.04% | 8,750 | 5,159 | 143.7% | $45.85万 | 重新持有 |
| DGRW | WISDOMTREE TR | $77.75万 | 0.04% | 8,131 | 0 | 0.0% | — | 不变 |