Tuttle Capital Management, LLC
RIVERSIDE CT · SEC CIK 0001581641
$1.48亿2026Q2 申报市值
116持仓数
44.7%前十大占比 · 第一大 7.2%
72 / 84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
IPGP 新建仓+$1,072.60万
LITE 新建仓+$982.74万
CIEN 新建仓+$766.84万
COHR 新建仓+$641.13万
LASR 新建仓+$638.07万
2026Q2 卖出最多 按季末市值估算
META 清仓-$281.60万
NVDA 减仓-$268.64万
TSLA 清仓-$228.66万
PLTR 清仓-$223.90万
ORCL 清仓-$125.99万
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 |
|---|---|---|---|---|---|---|---|---|
| IPGP | IPG PHOTONICS CORP | $1,072.60万 | 7.23% | 91,425 | 91,425 | — | $1,072.60万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $982.74万 | 6.62% | 11,453 | 11,453 | — | $982.74万 | 新建仓 |
| CIEN | CIENA CORP | $766.84万 | 5.17% | 15,632 | 15,632 | — | $766.84万 | 新建仓 |
| COHR | COHERENT CORP | $641.13万 | 4.32% | 16,253 | 16,253 | — | $641.13万 | 新建仓 |
| LASR | NLIGHT INC | $638.07万 | 4.30% | 91,651 | 91,651 | — | $638.07万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $599.87万 | 4.04% | 40,488 | 40,488 | — | $599.87万 | 新建仓 |
| FN | FABRINET | $546.68万 | 3.68% | 9,726 | 9,726 | — | $546.68万 | 新建仓 |
| VIAV | VIAVI SOLUTIONS INC | $527.80万 | 3.56% | 110,535 | 110,535 | — | $527.80万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $460.56万 | 3.10% | 3,990 | 3,990 | — | $460.56万 | 新建仓 |
| MKSI | MKS INC. | $402.90万 | 2.71% | 9,058 | 9,058 | — | $402.90万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $378.83万 | 2.55% | 10,010 | 10,010 | — | $378.83万 | 新建仓 |
| ASML | ASML HLDG NV | $330.45万 | 2.23% | 1,661 | 1,661 | — | $330.45万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $319.57万 | 2.15% | 4,420 | 4,420 | — | $319.57万 | 新建仓 |
| POET | POET TECHNOLOGIES INC | $288.50万 | 1.94% | 280,644 | 280,644 | — | $288.50万 | 新建仓 |
| PENG | PENGUIN SOLUTIONS INC | $258.89万 | 1.74% | 34,060 | 34,060 | — | $258.89万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $242.23万 | 1.63% | 5,590 | 5,590 | — | $242.23万 | 新建仓 |
| NOVT | NOVANTA INC | $240.00万 | 1.62% | 14,793 | 14,793 | — | $240.00万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $219.71万 | 1.48% | 25,480 | 25,480 | — | $219.71万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $210.33万 | 1.42% | 6,310 | 6,310 | — | $210.33万 | 新建仓 |
| SNDK | SANDISK CORP | $206.91万 | 1.39% | 910 | 910 | — | $206.91万 | 新建仓 |
| KLAC | KLA CORP | $203.65万 | 1.37% | 6,750 | 6,750 | — | $203.65万 | 新建仓 |
| CAMT | CAMTEK LTD | $184.49万 | 1.24% | 11,310 | 11,310 | — | $184.49万 | 新建仓 |
| AEVA | AEVA TECHNOLOGIES INC | $176.56万 | 1.19% | 61,477 | 61,477 | — | $176.56万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $176.01万 | 1.19% | 13,260 | 13,260 | — | $176.01万 | 新建仓 |
| PLAB | PHOTRONICS INC | $160.28万 | 1.08% | 49,272 | 49,272 | — | $160.28万 | 新建仓 |
| NVMI | NOVA LTD | $155.28万 | 1.05% | 2,860 | 2,860 | — | $155.28万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $137.40万 | 0.93% | 2,877 | 276 | 10.6% | $13.18万 | 加仓 |
| — | FRANKLIN TEMPLETON DIGITAL H | $135.99万 | 0.92% | 40,102 | 40,102 | — | $135.99万 | 新建仓 |
| VECO | VEECO INSTRS INC DEL | $127.12万 | 0.86% | 16,770 | 16,770 | — | $127.12万 | 新建仓 |
| LLY | ELI LILLY & CO | $107.95万 | 0.73% | 900 | 184 | 25.7% | $22.07万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $107.47万 | 0.72% | 1,850 | 1,850 | — | $107.47万 | 新建仓 |
| LWLG | LIGHTWAVE LOGIC INC | $102.25万 | 0.69% | 108,087 | 108,087 | — | $102.25万 | 新建仓 |
| — | FEDERATED HERMES ETF TRUST | $95.49万 | 0.64% | 41,446 | 41,446 | — | $95.49万 | 新建仓 |
| PDD | PDD HOLDINGS INC | $94.40万 | 0.64% | 12,376 | 3,510 | 39.6% | $26.77万 | 重新持有 |
| RY | ROYAL BK CDA | $93.96万 | 0.63% | 4,540 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $93.33万 | 0.63% | 4,112 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES TR | $92.82万 | 0.63% | 17,710 | 12,460 | 237.3% | $65.30万 | 重新持有 |
| CP | CANADIAN PACIFIC KANSAS CITY | $90.87万 | 0.61% | 10,487 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $90.24万 | 0.61% | 4,317 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $88.20万 | 0.59% | 2,335 | -132 | -5.4% | -$4.99万 | 减仓 |
| GOOG | ALPHABET INC | $86.39万 | 0.58% | 2,445 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $85.78万 | 0.58% | 877 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC | $83.16万 | 0.56% | 5,200 | 5,200 | — | $83.16万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $83.16万 | 0.56% | 889 | -162 | -15.4% | -$15.15万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $82.70万 | 0.56% | 4,133 | -13,426 | -76.5% | -$268.64万 | 减仓 |
| PLD | PROLOGIS INC. | $81.81万 | 0.55% | 6,039 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $78.84万 | 0.53% | 3,308 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $78.26万 | 0.53% | 2,391 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $75.54万 | 0.51% | 9,200 | 9,200 | — | $75.54万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $74.73万 | 0.50% | 1,170 | 1,170 | — | $74.73万 | 新建仓 |
| V | VISA INC | $74.62万 | 0.50% | 2,175 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $73.65万 | 0.50% | 3,044 | 3,044 | — | $73.65万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $73.42万 | 0.49% | 8,365 | -3,488 | -29.4% | -$30.61万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $72.89万 | 0.49% | 4,373 | -1,211 | -21.7% | -$20.19万 | 减仓 |
| GLD | SPDR GOLD TR | $71.91万 | 0.48% | 1,952 | 1,952 | — | $71.91万 | 新建仓 |
| BN | BROOKFIELD CORP | $71.68万 | 0.48% | 16,830 | 0 | 0.0% | — | 不变 |
| EQIX | EQUINIX INC | $71.51万 | 0.48% | 686 | 686 | — | $71.51万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $69.28万 | 0.47% | 1,349 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $68.70万 | 0.46% | 6,394 | 6,394 | — | $68.70万 | 新建仓 |
| FNV | FRANCO NEV CORP | $66.16万 | 0.45% | 3,174 | 3,174 | — | $66.16万 | 新建仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $66.03万 | 0.44% | 11,316 | 11,316 | — | $66.03万 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $64.18万 | 0.43% | 1,646 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $63.31万 | 0.43% | 373 | 97 | 35.1% | $16.46万 | 重新持有 |
| KNSL | KINSALE CAP GROUP INC | $59.17万 | 0.40% | 1,794 | 1,794 | — | $59.17万 | 新建仓 |
| WRB | BERKLEY W R CORP | $51.26万 | 0.35% | 7,268 | 7,268 | — | $51.26万 | 新建仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $47.99万 | 0.32% | 59,098 | 20,387 | 52.7% | $16.55万 | 重新持有 |
| CB | CHUBB LIMITED | $42.32万 | 0.29% | 1,242 | 1,242 | — | $42.32万 | 新建仓 |
| — | BLEICHROEDER ACQUISITI CORP | $41.50万 | 0.28% | 37,692 | 2,692 | 7.7% | $2.96万 | 加仓 |
| CCII | COHEN CIRCLE ACQUISIT CORP I | $38.82万 | 0.26% | 37,692 | 37,692 | — | $38.82万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $37.63万 | 0.25% | 390 | 390 | — | $37.63万 | 新建仓 |
| FGII | FG IMPERII ACQUISITION CORP | $34.76万 | 0.23% | 35,000 | 35,000 | — | $34.76万 | 新建仓 |
| — | CANTOR EQUITY PARTNERS VI IN | $33.50万 | 0.23% | 32,308 | 2,308 | 7.7% | $2.39万 | 加仓 |
| TACO | BERTO ACQUISITION CORP | $32.08万 | 0.22% | 30,577 | -9,423 | -23.6% | -$9.88万 | 减仓 |
| NVR | NVR INC | $31.34万 | 0.21% | 46 | 46 | — | $31.34万 | 新建仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $29.86万 | 0.20% | 12,350 | 12,350 | — | $29.86万 | 新建仓 |
| KO | COCA COLA CO | $28.79万 | 0.19% | 3,542 | 3,542 | — | $28.79万 | 新建仓 |
| TWLV | TWELVE SEAS INVT CO III | $28.43万 | 0.19% | 28,462 | 28,462 | — | $28.43万 | 新建仓 |
| NU | NU HLDGS LTD | $27.14万 | 0.18% | 20,312 | -1,039 | -4.9% | -$1.39万 | 减仓 |
| — | COLLECTIVE ACQUISITION CORP | $27.06万 | 0.18% | 26,923 | 26,923 | — | $27.06万 | 新建仓 |
| — | PRAETORIAN ACQUISITION CORP | $27.00万 | 0.18% | 26,923 | 1,923 | 7.7% | $1.93万 | 加仓 |
| — | RRE VENTURES ACQUISITION COR | $26.98万 | 0.18% | 26,923 | 26,923 | — | $26.98万 | 新建仓 |
| MKL | MARKEL GROUP INC | $26.95万 | 0.18% | 138 | 138 | — | $26.95万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $26.92万 | 0.18% | 3,328 | 3,328 | — | $26.92万 | 新建仓 |
| — | ART TECHNOLOGY ACQUISITION C | $26.87万 | 0.18% | 26,923 | 1,923 | 7.7% | $1.92万 | 加仓 |
| BIDWU | TRIBECA STRATEGIC ACQUISITIO | $26.79万 | 0.18% | 26,923 | 26,923 | — | $26.79万 | 新建仓 |
| HSY | HERSHEY CO | $26.63万 | 0.18% | 1,518 | 1,518 | — | $26.63万 | 新建仓 |
| FTRA/U | FUTURECORP SPACE ACQUISITION | $25.32万 | 0.17% | 25,000 | 25,000 | — | $25.32万 | 新建仓 |
| — | WEST ENCLAVE MERGER CORP | $24.42万 | 0.16% | 24,231 | 24,231 | — | $24.42万 | 新建仓 |
| VLOS | M3BRIGADE ACQUISITION V CORP | $23.33万 | 0.16% | 21,538 | 1,538 | 7.7% | $1.67万 | 加仓 |
| — | APOGEE ACQUISITION CORP | $22.03万 | 0.15% | 21,538 | 21,538 | — | $22.03万 | 新建仓 |
| — | FOREFRONT TECHNOLOGY HOLDING | $21.65万 | 0.15% | 21,538 | 21,538 | — | $21.65万 | 新建仓 |
| ARTC | ART TECHNOLOGY ACQUISITION C | $21.41万 | 0.14% | 21,538 | 21,538 | — | $21.41万 | 新建仓 |
| UNP | UNION PAC CORP | $21.35万 | 0.14% | 785 | 785 | — | $21.35万 | 新建仓 |
| NPAC | NEW PROVIDENCE ACQUISITION C | $20.76万 | 0.14% | 20,000 | 20,000 | — | $20.76万 | 新建仓 |
| KOYN | CSLM DIGITA ASSET ACQ CORP I | $20.28万 | 0.14% | 20,000 | 20,000 | — | $20.28万 | 新建仓 |
| — | MILUNA ACQUISITION CORP | $20.20万 | 0.14% | 20,000 | 20,000 | — | $20.20万 | 新建仓 |
| CAES | CANTOR EQUITY PARTNERS VII I | $20.18万 | 0.14% | 20,000 | 20,000 | — | $20.18万 | 新建仓 |
| SSAC | SPACSPHERE ACQUISITION CORP | $19.96万 | 0.13% | 20,000 | 20,000 | — | $19.96万 | 新建仓 |
| GIX | GIGCAPITAL9 CORP | $19.86万 | 0.13% | 20,000 | 20,000 | — | $19.86万 | 新建仓 |
| CEPO | CANTOR EQUITY PARTNERS I INC | $19.08万 | 0.13% | 21,608 | 1,543 | 7.7% | $1.36万 | 加仓 |