Turtle Creek Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Turtle Creek Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 514 只证券，申报市值合计 18.94 亿美元。前几大持仓：VOO（6.59%）、SPY（4.78%）、IEFA（3.88%）。本季前 25 大持仓中：新建仓 1 只、增持 21 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $124.8M | 6.59% | 181,718 | 增持 |
| 2 | SPY | STATE STR SPDR S&P 500 ETF T | $90.5M | 4.78% | 121,496 | 增持 |
| 3 | IEFA | ISHARES TR | $73.6M | 3.88% | 761,616 | 增持 |
| 4 | AAPL | APPLE INC | $69.7M | 3.68% | 240,977 | 增持 |
| 5 | CVX | CHEVRON CORPORATION | $65.6M | 3.46% | 394,845 | 增持 |
| 6 | NVDA | NVIDIA CORPORATION | $63.7M | 3.36% | 318,478 | 增持 |
| 7 | XOM | EXXON MOBIL CORP | $50.4M | 2.66% | 369,126 | 增持 |
| 8 | MSFT | MICROSOFT CORP | $44.6M | 2.36% | 119,704 | 增持 |
| 9 | LRCX | LAM RESEARCH CORP | $37.3M | 1.97% | 86,112 | 减持 |
| 10 | CAT | CATERPILLAR INC | $36.9M | 1.95% | 34,662 | 增持 |
| 11 | GOOGL | ALPHABET INC | $34.3M | 1.81% | 96,029 | 增持 |
| 12 | KLAC | KLA CORP | $34.3M | 1.81% | 113,647 | 增持 |
| 13 | LLY | ELI LILLY & CO | $33.4M | 1.76% | 27,818 | 增持 |
| 14 | IJH | ISHARES TR | $31.8M | 1.68% | 412,137 | 增持 |
| 15 | AMAT | APPLIED MATLS INC | $31.5M | 1.66% | 43,605 | 减持 |
| 16 | AMZN | AMAZON COM INC | $30.0M | 1.58% | 125,677 | 增持 |
| 17 | AVGO | BROADCOM INC | $28.9M | 1.53% | 76,650 | 增持 |
| 18 | JPM | JPMORGAN CHASE & CO | $26.8M | 1.41% | 81,865 | 增持 |
| 19 | GOOG | ALPHABET INC | $25.3M | 1.34% | 71,704 | 增持 |
| 20 | VEA | VANGUARD TAX-MANAGED FDS | $22.3M | 1.18% | 313,295 | 增持 |
| 21 | DMLP | DORCHESTER MINERALS L P | $21.3M | 1.12% | 842,225 | 新建仓 |
| 22 | PAGP | PLAINS GP HLDGS L P | $19.7M | 1.04% | 810,338 | 增持 |
| 23 | APH | AMPHENOL CORP | $19.5M | 1.03% | 110,791 | 减持 |
| 24 | V | VISA INC | $18.7M | 0.99% | 54,434 | 增持 |
| 25 | META | META PLATFORMS INC | $18.6M | 0.98% | 33,044 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR