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Tanglewood Legacy Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Tanglewood Legacy Advisors, LLC
报告期 2026-03-31 · CIK 0001965616
持仓数
269
前50大市值合计
$245.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 115 项
建仓 13
增持 20
减持 63
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
PAAA
PGIM AAA
+$6.2M
225,232
+116%
减持
IUSG
ISHARES S&P
-$6.2M
315,003
-5%
增持
IUSV
ISHARES CORE
+$2.9M
609,152
+6%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
DMAY
FIRST TRUST
-$1.6M
111,561
-25%
减持
RDIV
INVESCO S&P
-$990.1K
6,433
-76%
增持
GJAN
FIRST TRUST
+$963.8K
65,163
+69%
减持
SPY
SPDR S&P
-$920.6K
6,189
-17%
减持
IWF
ISHARES RUSSELL
-$761.9K
16,768
-1%
减持
FMAY
FIRST TRUST
-$737.8K
113,948
-10%
减持
DFAU
DIMENSIONAL US
-$725.7K
42,517
-27%
减持
DAPR
FIRST TRUST
-$724.0K
72,940
-21%
减持
FAPR
FIRST TRUST
-$601.2K
103,181
-12%
建仓
ZALT
INNOVATOR US
+$526.9K
17,700
增持
GFEB
FIRST TRUST
+$487.6K
71,701
+25%
减持
FJUN
FIRST TRUST
-$423.5K
37,259
-16%
减持
AVUS
AVANTIS U S
-$402.1K
10,266
-26%
减持
DJUN
FIRST TRUST
-$397.6K
41,183
-16%
增持
GSEP
FIRST TRUST
+$381.3K
12,409
+820%
增持
AAPL
APPLE INC
-$378.9K
17,031
+2%
增持
IWD
ISHARES RUSSELL
+$358.3K
29,129
+5%
增持
DFEB
FIRST TRUST
+$350.4K
18,863
+81%
建仓
PDX
PIMCO DYNAMIC
+$330.0K
13,449
建仓
FSEP
FIRST TRUST
+$255.8K
5,743
增持
DJAN
FIRST TRUST
+$254.5K
9,791
+226%
减持
TSLA
TESLA INC
-$246.4K
1,145
-15%
减持
DNOV
FIRST TRUST
-$236.0K
61,252
-6%
减持
FJUL
FIRST TRUST
-$205.5K
6,770
-37%
增持
IWR
ISHARES RUSSELL
+$195.2K
89,367
+7%
减持
USMV
ISHARES MSCI
-$175.6K
26,377
-11%
减持
MSFT
MICROSOFT CORP
-$169.2K
3,403
-1%
减持
FNOV
FIRST TRUST
-$161.2K
25,037
-10%
减持
DDEC
FIRST TRUST
-$159.2K
3,327
-54%
减持
GMAY
FIRST TRUST
-$150.1K
39,289
-8%
建仓
MINO
PIMCO MUNICIPAL
+$134.2K
3,000
减持
GAUG
FIRST TRUST
-$130.6K
57,189
-5%
减持
FOCT
FIRST TRUST
-$129.9K
15,797
-14%
减持
VUG
VANGUARD GROWTH
-$129.5K
2,430
-3%
减持
ILOW
AB INTL
-$126.8K
21,448
-20%
减持
FDEC
FIRST TRUST
-$115.1K
30,703
-5%
增持
CVX
CHEVRON CORP
+$114.7K
4,988
+0%
增持
DBEF
XTRACKERS MSCI
+$113.5K
41,542
+2%
减持
GDEC
FIRST TRUST
-$111.9K
14,802
-17%
清仓
TRMK
TRUSTMARK CORP
-$106.1K
0
-100%
减持
DOCT
FIRST TRUST
-$101.7K
8,268
-22%
减持
JNJ
JOHNSON & JOHNSON
+$96.9K
5,931
-3%
增持
—
EXXON MOBIL
+$95.7K
8,418
+0%
减持
GPC
GENUINE PARTS
-$93.0K
5,071
-15%
减持
IVV
ISHARES CORE
-$89.4K
2,530
-1%
增持
DSEP
FIRST TRUST
+$75.4K
4,303
+83%
减持
BRK/B
BERKSHIRE HATHAWAY
+$63.9K
966
-3%
减持
TGT
TARGET CORP
-$63.9K
1,020
-19%
减持
AVEM
AVANTIS EMERGING
-$62.3K
435
-71%
减持
GAPR
FIRST TRUST
-$58.3K
26,991
-6%
减持
FEX
FIRST TRUST
-$57.3K
2,670
-16%
减持
TMO
THERMO FISHER
-$53.2K
50
-67%
建仓
PDO
PIMCO DYNAMIC
+$50.7K
3,655
减持
FAUG
FIRST TRUST
-$50.6K
12,814
-6%
减持
UNH
UNITEDHEALTH GROUP
-$50.2K
22
-82%
减持
TXN
TEXAS INSTRUMENTS
-$47.9K
1,332
-13%
清仓
XMYDX
BLACKROCK MUNIYIELD
-$46.8K
0
-100%
减持
HD
HOME DEPOT
-$45.3K
207
-34%
建仓
PAXS
PIMCO ACCESS
+$44.1K
2,747
增持
ITOT
ISHARES CORE
-$40.4K
10,312
+2%
减持
DAUG
FIRST TRUST
-$40.0K
16,312
-4%
减持
NVDA
NVIDIA CORP
-$38.0K
896
-11%
减持
GJUN
FIRST TRUST
-$37.4K
29,052
-1%
清仓
VZ
VERIZON COMMUNICATIONS
-$34.0K
0
-100%
减持
CI
CIGNA GROUP
+$28.1K
569
-1%
减持
XMMO
INVESCO S&P
-$27.1K
245
-45%
增持
GOCT
FIRST TRUST
+$26.5K
2,240
+56%
清仓
AMGN
AMGEN INC
-$26.1K
0
-100%
增持
BX
BLACKSTONE INC
-$21.7K
696
+1%
减持
IJR
ISHARES CORE
-$21.2K
313
-33%
减持
VXUS
VANGUARD TOTAL
-$19.5K
1,299
-24%
增持
FFEB
FIRST TRUST
+$19.4K
8,862
+7%
减持
EMR
EMERSON ELECTRIC
-$19.0K
400
-21%
清仓
EMN
EASTMAN CHEMICAL
-$18.0K
0
-100%
减持
GEV
GE VERNOVA
-$16.9K
631
-1%
清仓
CMCSA
COMCAST CORP
-$15.5K
0
-100%
减持
V
VISA INC
+$13.7K
471
-2%
减持
OKE
ONEOK INC
-$13.1K
1,706
-6%
增持
SDY
SPDR SERIES
+$12.8K
1,941
+2%
减持
DJUL
FIRST TRUST
-$12.0K
10,348
-0%
增持
PSN
PARSONS CORP
-$10.6K
666
+23%
清仓
MBC
MASTERBRAND INC
-$10.4K
0
-100%
建仓
QUAL
ISHARES MSCI
+$7.0K
41
减持
META
META PLATFORMS
-$6.4K
61
-14%
清仓
AVUV
AVANTIS U S
-$6.3K
0
-100%
减持
JPM
JPMORGAN CHASE
+$6.1K
1,644
-1%
减持
MTUM
ISHARES MSCI
-$5.9K
285
-7%
建仓
—
EASTERLY GOVERNMENT
+$5.6K
525
建仓
SHY
ISHARES 1-3YR
+$5.5K
66
减持
BAC
BANK AMERICA
-$4.9K
775
-9%
清仓
ENB
ENBRIDGE INC
-$4.7K
0
-100%
减持
WFC
WELLS FARGO
-$3.7K
100
-35%
建仓
ILCG
ISHARES MORNINGSTAR
+$3.6K
44
建仓
PRF
INVESCO FTSE
+$3.5K
86
建仓
SUSB
ISHARES TRUST
+$3.1K
123
减持
AGG
ISHARES CORE
-$2.9K
144
-19%
减持
VTV
VANGUARD VALUE
-$2.9K
4,080
-2%
清仓
NFLX
NETFLIX INC
-$2.7K
0
-100%
减持
UBER
UBER TECHNOLOGIES
+$2.5K
300
-7%
减持
LLY
ELI LILLY
+$2.3K
100
-4%
清仓
HUN
HUNTSMAN CORP
-$2.2K
0
-100%
建仓
DVY
ISHARES SELECT
+$2.0K
15
清仓
CEG
CONSTELLATION ENERGY
-$2.0K
0
-100%
清仓
APH
AMPHENOL CORP
-$1.7K
0
-100%
清仓
CPRT
COPART INC
-$1.6K
0
-100%
清仓
CDNS
CADENCE DESIGN
-$1.5K
0
-100%
清仓
SAP
SAP SE
-$1.5K
0
-100%
清仓
SNPS
SYNOPSYS INC
-$971
0
-100%
清仓
ADBE
ADOBE INC
-$889
0
-100%
减持
DFAE
DIMENSIONAL EMERGING
-$482
9,659
-2%
清仓
CELH
CELSIUS HOLDINGS
-$316
0
-100%
减持
DFAX
DIMENSIONAL WORLD
-$178
30,200
-5%
