13FBOX
Turtle Creek Wealth Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Turtle Creek Wealth Advisors, LLC

No.1820 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$18.94亿
环比变动 Q1 2026
+$5.70亿+43.0%
持仓股票数
513
新买入
80
加仓
258
减仓
89
清仓
47
持股不变
86
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
6.59%7.66%$1.25亿18.2万股$1.01亿17.0万股+1.2万股+7.09%加仓
SSPDR标普500 ETFSPY
4.78%1.17%$9,054.5万12.1万股$1,549.6万2.4万股+9.8万股+409.91%加仓
IiShares安硕信托IEFA
3.88%4.48%$7,355.7万76.2万股$5,940.1万65.6万股+10.5万股+16.07%加仓
苹果AAPL
3.68%4.17%$6,970.6万24.1万股$5,521.1万21.8万股+2.3万股+10.77%加仓
雪佛龙CVX
3.46%0.47%$6,561.8万39.5万股$616.6万3.0万股+36.5万股+1,224.85%加仓
英伟达NVDA
3.36%3.84%$6,369.0万31.8万股$5,082.9万29.1万股+2.7万股+9.27%加仓
埃克森美孚XOM
2.66%1.21%$5,042.5万36.9万股$1,598.5万9.4万股+27.5万股+291.79%加仓
微软MSFT
2.36%2.97%$4,464.4万12.0万股$3,932.2万10.6万股+1.3万股+12.69%加仓
泛林集团LRCX
1.97%1.53%$3,731.1万8.6万股$2,029.3万9.5万股-8,864股-9.33%减仓
卡特彼勒CAT
1.95%1.81%$3,690.8万3.5万股$2,397.9万3.4万股+815股+2.41%加仓
谷歌AGOOGL
1.81%1.98%$3,431.7万9.6万股$2,627.8万9.1万股+4,645股+5.08%加仓
科磊KLAC
1.81%1.34%$3,427.6万11.4万股$1,771.0万1.2万股+10.2万股+844.85%加仓
礼来LLY
1.76%1.78%$3,337.3万2.8万股$2,353.9万2.6万股+2,226股+8.70%加仓
IiShares安硕·COREIJH
1.68%1.67%$3,176.6万41.2万股$2,212.2万32.8万股+8.5万股+25.81%加仓
应用材料AMAT
1.66%1.2%$3,151.9万4.4万股$1,584.0万4.6万股-2,738股-5.91%减仓
亚马逊AMZN
1.58%1.77%$2,995.8万12.6万股$2,341.1万11.2万股+1.3万股+11.81%加仓
博通AVGO
1.53%1.54%$2,894.7万7.7万股$2,033.2万6.6万股+1.1万股+16.68%加仓
摩根大通JPM
1.41%1.61%$2,679.9万8.2万股$2,127.9万7.2万股+9,527股+13.17%加仓
AAlphabet Inc Class CGOOG
1.34%1.26%$2,533.0万7.2万股$1,670.0万5.8万股+1.3万股+23.17%加仓
V先锋领航·FTSEVEA
1.18%1.07%$2,230.7万31.3万股$1,419.6万22.2万股+9.2万股+41.42%加仓
DORCHESTER MINERALS L P COM UNITDMLP
1.12%$2,128.4万84.2万股$00股+84.2万股新买入
PLAINS GP L PPAGP
1.04%1.47%$1,966.7万81.0万股$1,943.2万80.0万股+1.0万股+1.25%加仓
安费诺APH
1.03%1.07%$1,953.5万11.1万股$1,415.1万11.2万股-1,211股-1.08%减仓
VisaV
0.99%1.03%$1,867.5万5.4万股$1,358.0万4.5万股+9,503股+21.15%加仓
Meta平台META
0.98%1.32%$1,861.3万3.3万股$1,747.8万3.1万股+2,496股+8.17%加仓
贝莱德·INC COMBLK
0.95%1.21%$1,806.3万1.9万股$1,607.2万1.7万股+2,074股+12.41%加仓
马拉松石油MPC
0.94%0.03%$1,785.4万7.0万股$43.2万1,770股+6.8万股+3,845.42%加仓
可口可乐KO
0.94%0.59%$1,783.0万21.9万股$781.0万10.3万股+11.7万股+113.64%加仓
麦当劳MCD
0.9%1.26%$1,706.6万6.3万股$1,668.5万5.4万股+9,455股+17.61%加仓
宝洁PG
0.89%1.09%$1,686.4万11.5万股$1,450.3万10.0万股+1.5万股+14.54%加仓
ENTERPRISE PRODS PARTNERS LEPD
0.83%1.18%$1,581.3万43.0万股$1,558.2万41.2万股+1.8万股+4.46%加仓
TJXTJX
0.82%1.06%$1,552.8万10.2万股$1,397.5万8.8万股+1.5万股+17.13%加仓
好市多COST
0.82%1.17%$1,549.5万1.7万股$1,548.3万1.6万股+1,024股+6.59%加仓
强生JNJ
0.81%0.42%$1,530.9万6.0万股$550.3万2.3万股+3.8万股+167.75%加仓
EENERGY TRANSFER L PET
0.75%1.07%$1,423.4万74.4万股$1,411.3万73.1万股+1.3万股+1.80%加仓
派克汉尼汾PH
0.71%0.9%$1,336.3万1.4万股$1,195.8万1.3万股+305股+2.28%加仓
EOG资源EOG
0.69%1.04%$1,299.4万10.0万股$1,382.7万9.6万股+4,520股+4.73%加仓
家得宝HD
0.67%0.77%$1,261.4万3.6万股$1,015.9万3.1万股+4,879股+15.80%加仓
特灵科技TT
0.62%0.73%$1,175.4万2.4万股$969.0万2.3万股+679股+2.92%加仓
德州仪器TXN
0.61%0.54%$1,152.2万3.9万股$711.7万3.7万股+2,001股+5.46%加仓
IiShares安硕·RUSSELLIWB
0.61%0.74%$1,151.1万2.8万股$976.6万2.7万股+720股+2.63%加仓
EntergyETR
0.59%0.83%$1,122.9万9.8万股$1,095.9万9.8万股+231股+0.24%加仓
AFLAC COMAFL
0.56%0.7%$1,060.5万9.0万股$926.8万8.4万股+5,975股+7.07%加仓
PROGRESSIVEPGR
0.56%0.63%$1,053.0万4.8万股$837.3万4.2万股+5,968股+14.13%加仓
GGARMIN SHSGRMN
0.53%0.74%$999.7万4.2万股$985.1万4.2万股-373股-0.88%减仓
PHILIP MORRIS INTLPM
0.52%0.57%$983.1万5.4万股$751.3万4.5万股+8,903股+19.59%加仓
史赛克SYK
0.51%0.65%$970.5万3.1万股$857.9万2.6万股+4,718股+18.07%加仓
IiShares安硕信托ITOT
0.51%0.64%$963.1万5.9万股$848.7万6.0万股-958股-1.61%减仓
美光科技MU
0.5%0.19%$955.4万8,278股$253.3万7,497股+781股+10.42%加仓
马丁玛丽埃塔MLM
0.5%0.65%$951.4万1.6万股$857.0万1.5万股+1,939股+13.32%加仓

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