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 |
|---|---|---|---|---|---|---|---|---|
| EWL | ISHARES INC | $1.79万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $1.73万 | 0.00% | 555 | 0 | 0.0% | — | 不变 |
| IEO | ISHARES TR | $1.48万 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $1.43万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| DFAE | DIMENSIONAL ETF TRUST | $1.36万 | 0.00% | 339 | 0 | 0.0% | — | 不变 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $1.06万 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $8,829 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $8,234 | 0.00% | 162 | -128 | -44.1% | -$6,506 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $8,004 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES TR | $7,879 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $6,635 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $4,374 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $3,754 | 0.00% | 19 | -14 | -42.4% | -$2,766 | 减仓 |
| EEMA | ISHARES INC | $2,456 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $12 | 0.00% | 0 | -1 | -100.0% | -$39 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -11,253 | -100.0% | -$254.35万 | 清仓 |
| NVS | NOVARTIS AG | $0 | 0.00% | 0 | -3,733 | -100.0% | -$57.02万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -2,333 | -100.0% | -$55.85万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -3,303 | -100.0% | -$29.12万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -349 | -100.0% | -$27.58万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -3,994 | -100.0% | -$25.42万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -75 | -100.0% | -$25.33万 | 清仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -5,014 | -100.0% | -$25.26万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -6,280 | -100.0% | -$25.21万 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -3,652 | -100.0% | -$23.82万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,364 | -100.0% | -$23.82万 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -685 | -100.0% | -$23.45万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,031 | -100.0% | -$23.33万 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -994 | -100.0% | -$22.31万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,220 | -100.0% | -$21.90万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -935 | -100.0% | -$21.59万 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -5,064 | -100.0% | -$21.49万 | 清仓 |
| CVE | CENOVUS ENERGY INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$21.22万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -3,775 | -100.0% | -$21.06万 | 清仓 |
| B | BARRICK MNG CORP | $0 | 0.00% | 0 | -5,000 | -100.0% | -$20.39万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,494 | -100.0% | -$20.24万 | 清仓 |
| FLTR | VANECK ETF TRUST | $0 | 0.00% | 0 | -6,014 | -100.0% | -$15.32万 | 清仓 |
| THRO | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -3,991 | -100.0% | -$14.46万 | 清仓 |
| MLPA | GLOBAL X FDS | $0 | 0.00% | 0 | -1,900 | -100.0% | -$10.24万 | 清仓 |
| — | EPSILON ENERGY LTD | $0 | 0.00% | 0 | -15,500 | -100.0% | -$9.55万 | 清仓 |
| PRME | PRIME MEDICINE INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$8.70万 | 清仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,000 | -100.0% | -$7.52万 | 清仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,205 | -100.0% | -$6.33万 | 清仓 |
| TIPX | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,750 | -100.0% | -$5.28万 | 清仓 |
| ISTB | ISHARES TR | $0 | 0.00% | 0 | -905 | -100.0% | -$4.39万 | 清仓 |
| MLPX | GLOBAL X FDS | $0 | 0.00% | 0 | -394 | -100.0% | -$2.91万 | 清仓 |
| XAR | SPDR SERIES TRUST | $0 | 0.00% | 0 | -110 | -100.0% | -$2.79万 | 清仓 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -250 | -100.0% | -$2.70万 | 清仓 |
| XSD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -80 | -100.0% | -$2.61万 | 清仓 |
| XPH | SPDR SERIES TRUST | $0 | 0.00% | 0 | -475 | -100.0% | -$2.57万 | 清仓 |
| IAK | ISHARES TR | $0 | 0.00% | 0 | -200 | -100.0% | -$2.57万 | 清仓 |
| BOTZ | GLOBAL X FDS | $0 | 0.00% | 0 | -750 | -100.0% | -$2.49万 | 清仓 |
| KCE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -175 | -100.0% | -$2.41万 | 清仓 |
| AIQ | GLOBAL X FDS | $0 | 0.00% | 0 | -500 | -100.0% | -$2.33万 | 清仓 |
| IQLT | ISHARES TR | $0 | 0.00% | 0 | -500 | -100.0% | -$2.31万 | 清仓 |
| XYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -504 | -100.0% | -$1.97万 | 清仓 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -1,010 | -100.0% | -$1.73万 | 清仓 |
| RYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -1,010 | -100.0% | -$1.51万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -311 | -100.0% | -$1.21万 | 清仓 |
| — | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -167 | -100.0% | -$1.21万 | 清仓 |
| DFEM | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -180 | -100.0% | -$6,227 | 清仓 |