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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 103 项
建仓 12
增持 25
减持 44
清仓 22
方向
标的
Δ市值
现股数(环比)
减持
IUSG
ISHARES S&P
+$7.2M
313,990
-0%
增持
IUSV
ISHARES CORE
+$3.0M
625,593
+3%
增持
IWF
ISHARES RUSSELL
+$1.1M
16,896
+1%
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
PAAA
PGIM AAA
-$1.1M
203,754
-10%
增持
DFEB
FIRST TRUST
+$1.0M
40,562
+115%
减持
IWD
ISHARES RUSSELL
-$877.2K
23,702
-19%
减持
AAPL
APPLE INC
-$579.2K
15,616
-8%
增持
GDEC
FIRST TRUST
+$531.6K
29,062
+96%
减持
USMV
ISHARES MSCI
-$421.6K
21,827
-17%
增持
DJUL
FIRST TRUST
+$382.9K
18,148
+75%
减持
IWR
ISHARES RUSSELL
+$382.4K
86,820
-3%
增持
SPY
SPDR S&P
+$377.2K
6,214
+0%
增持
GJAN
FIRST TRUST
+$372.4K
70,733
+9%
增持
FFEB
FIRST TRUST
+$363.7K
15,190
+71%
增持
GNOV
FIRST TRUST
+$347.1K
31,585
+35%
增持
DDEC
FIRST TRUST
+$321.5K
10,817
+225%
减持
FPE
FIRST TRUST
-$303.1K
6,500
-73%
增持
AVGO
BROADCOM INC
+$301.1K
1,639
+82%
减持
FMAY
FIRST TRUST
+$286.6K
110,905
-3%
增持
DJAN
FIRST TRUST
+$259.6K
15,652
+60%
减持
GJUL
FIRST TRUST
-$247.0K
12,947
-38%
减持
DAUG
FIRST TRUST
-$198.6K
10,423
-36%
减持
DMAY
FIRST TRUST
+$197.9K
107,816
-3%
增持
GMAR
FIRST TRUST
+$182.2K
18,535
+28%
减持
VUG
VANGUARD GROWTH
+$142.3K
2,380
-2%
增持
ITOT
ISHARES CORE
+$138.1K
10,340
+0%
清仓
MINO
PIMCO MUNICIPAL
-$134.2K
0
-100%
减持
GFEB
FIRST TRUST
+$120.7K
70,714
-1%
增持
FJAN
FIRST TRUST
+$118.3K
23,495
+4%
增持
CVX
CHEVRON CORP
-$117.2K
5,009
+0%
清仓
CRD/A
CRAWFORD & COMPANY
-$114.2K
0
-100%
清仓
TGT
TARGET CORP
-$106.4K
0
-100%
清仓
FMHI
FIRST TRUST
-$100.4K
0
-100%
减持
—
EXXON MOBIL
-$93.9K
8,416
-0%
减持
GMAY
FIRST TRUST
+$93.4K
38,767
-1%
减持
FNOV
FIRST TRUST
+$85.1K
25,016
-0%
减持
IVV
ISHARES CORE
+$81.1K
2,420
-4%
建仓
VV
VANGUARD LARGE
+$78.5K
275
减持
GAUG
FIRST TRUST
-$76.5K
51,644
-10%
减持
FOCT
FIRST TRUST
-$74.3K
12,984
-18%
增持
DBEF
XTRACKERS MSCI
+$74.1K
42,810
+3%
清仓
MMM
3M COMPANY
-$73.4K
0
-100%
建仓
VGT
VANGUARD INFORMATION
+$61.0K
92
清仓
PSK
SPDR ICE
-$51.9K
0
-100%
减持
FAPR
FIRST TRUST
-$48.3K
98,858
-4%
减持
DJUN
FIRST TRUST
+$47.6K
39,462
-4%
建仓
COF
CAPITAL ONE
+$43.2K
203
减持
FJUN
FIRST TRUST
+$40.5K
35,389
-5%
清仓
PSN
PARSONS CORP
-$39.4K
0
-100%
增持
FJUL
FIRST TRUST
+$37.2K
6,951
+3%
清仓
GLO
CLOUGH GLOBAL
-$34.8K
0
-100%
清仓
—
DISCOVER FINANCIAL
-$34.1K
0
-100%
清仓
IJR
ISHARES CORE
-$32.7K
0
-100%
建仓
AMLP
ALERIAN MLP
+$32.2K
660
增持
VFH
VANGUARD FINANCIALS
+$30.2K
2,403
+4%
减持
VXUS
VANGUARD TOTAL
-$28.9K
749
-42%
减持
SHEL
SHELL PLC
-$28.9K
1,888
-14%
增持
VBR
VANGUARD SMALL
+$24.4K
539
+24%
建仓
VTI
VANGUARD TOTAL
+$23.4K
77
减持
ABBV
ABBVIE INC
-$22.9K
478
-10%
增持
VYM
VANGUARD HIGH
+$22.7K
4,488
+1%
建仓
VDC
VANGUARD CONSUMER
+$21.9K
100
建仓
VHT
VANGUARD HEALTH
+$20.6K
83
增持
DSEP
FIRST TRUST
+$19.6K
4,488
+4%
减持
MTUM
ISHARES MSCI
-$18.0K
165
-42%
建仓
VIS
VANGUARD INDUSTRIALS
+$16.8K
60
清仓
MRSH
MARSH & MCLENNAN
-$14.9K
0
-100%
清仓
EOG
EOG RESOURCES
-$12.8K
0
-100%
减持
MCD
MCDONALDS CORP
-$12.7K
150
-17%
减持
FEX
FIRST TRUST
+$11.9K
2,597
-3%
清仓
UNH
UNITEDHEALTH GROUP
-$11.5K
0
-100%
减持
DAPR
FIRST TRUST
+$11.3K
72,310
-1%
清仓
MAGA
POINT BRIDGE
-$11.1K
0
-100%
增持
—
ROYAL CARIBBEAN
+$10.9K
101
+1%
清仓
SOLV
SOLVENTUM CORP
-$9.5K
0
-100%
减持
ADP
AUTOMATIC DATA
-$8.4K
490
-6%
减持
RDIV
INVESCO S&P
-$8.3K
6,390
-1%
减持
TXN
TEXAS INSTRUMENTS
+$8.1K
1,192
-11%
减持
DOCT
FIRST TRUST
-$7.8K
7,530
-9%
减持
HD
HOME DEPOT
-$7.8K
186
-10%
减持
V
VISA INC
-$7.7K
443
-6%
清仓
MAIN
MAIN STREET
-$7.6K
0
-100%
增持
BX
BLACKSTONE INC
+$7.5K
700
+1%
清仓
—
ACCENTURE PLC
-$7.5K
0
-100%
清仓
IYH
ISHARES U S
-$6.7K
0
-100%
减持
GSEP
FIRST TRUST
-$6.6K
11,507
-7%
减持
PFE
PFIZER INC
-$6.4K
2,415
-6%
清仓
—
EASTERLY GOVERNMENT
-$5.6K
0
-100%
清仓
DHR
DANAHER CORP
-$5.3K
0
-100%
增持
PBW
INVESCO WILDERHILL
+$5.2K
1,223
+0%
减持
WMT
WALMART INC
-$5.1K
549
-18%
减持
FSEP
FIRST TRUST
-$5.0K
5,225
-9%
减持
UNP
UNION PACIFIC CORP
-$5.0K
80
-19%
减持
NVDA
NVIDIA CORP
+$4.8K
645
-28%
建仓
DEA
EASTERLY GOVERNMENT
+$4.7K
210
建仓
VPU
VANGUARD UTILITIES
+$4.6K
26
减持
ACVF
AMERICAN CONSERVATIVE
-$4.0K
170
-39%
清仓
NKE
NIKE INC
-$3.8K
0
-100%
建仓
KGS
KODIAK GAS
+$3.2K
92
减持
AGG
ISHARES CORE
-$1.0K
133
-8%
减持
TSM
TAIWAN SEMICONDUCTOR
-$419
144
-28%
建仓
OGI
ORGANIGRAM GLOBAL
+$170
126
清仓
—
ORGANIGRAM HLDGS
-$127
0
-100%
