Tortoise Investment Management, LLC
WHITE PLAINS NY · SEC CIK 0001599511
$13.42亿2026Q2 申报市值
255持仓数
34.2%前十大占比 · 第一大 8.0%
18 / 18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
STIP 加仓+$620.68万
NYM 新建仓+$505.15万
JMTG 加仓+$454.94万
JMUB 加仓+$370.16万
JPIE 加仓+$341.84万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$260.08万
IVV 减仓-$176.96万
TLT 减仓-$117.44万
IEMG 减仓-$91.52万
VGSH 减仓-$88.34万
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 |
|---|---|---|---|---|---|---|---|---|
| VCSH | VANGUARD SCOTTSDALE FDS | $0 | 0.00% | 0 | -5,030 | -100.0% | -$39.87万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -9,808 | -100.0% | -$28.43万 | 清仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -5,695 | -100.0% | -$26.94万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,108 | -100.0% | -$25.04万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,347 | -100.0% | -$21.46万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -2,900 | -100.0% | -$20.58万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -4,036 | -100.0% | -$20.26万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -5,300 | -100.0% | -$20.06万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -957 | -100.0% | -$20.01万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -5,527 | -100.0% | -$8.78万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -153 | -100.0% | -$1.30万 | 清仓 |
| QXO | QXO INC | $0 | 0.00% | 0 | -237 | -100.0% | -$4,603 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -122 | -100.0% | -$3,032 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$143 | 清仓 |
| INVH | INVITATION HOMES INC 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$120 | 清仓 |
| NDAQ | NASDAQ INC 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$49 | 清仓 |
| QXO | QXO INC 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$46 | 清仓 |
| MBLY | MOBILEYE GLOBAL INC 看涨期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$15 | 清仓 |
| AXSM | AXSOME THERAPEUTICS INC. 看跌期权 | $680 | 0.00% | 800 | -79,200 | -99.0% | -$6.73万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $2,490 | 0.00% | 1,500 | -7,000 | -82.4% | -$1.16万 | 重新持有 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $4.49万 | 0.00% | 21,800 | -1,298,200 | -98.3% | -$267.43万 | 减仓 |
| NUVB | NUVATION BIO INC | $7.81万 | 0.01% | 13,752 | 0 | 0.0% | — | 不变 |
| — | HYPERFINE INC | $9.72万 | 0.01% | 72,000 | 0 | 0.0% | — | 不变 |
| — | EMPIRE ST RLTY OP L P | $10.49万 | 0.01% | 18,897 | 0 | 0.0% | — | 不变 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $12.44万 | 0.01% | 13,864 | 13,864 | — | $12.44万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $20.10万 | 0.01% | 6,338 | -457 | -6.7% | -$1.45万 | 减仓 |
| USFR | WISDOMTREE TR | $20.14万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $20.18万 | 0.02% | 2,749 | 2,749 | — | $20.18万 | 新建仓 |
| USMV | ISHARES TR | $20.71万 | 0.02% | 2,147 | 0 | 0.0% | — | 重新持有 |
| HIG | HARTFORD INSURANCE GROUP INC | $20.76万 | 0.02% | 1,566 | -2 | -0.1% | -$265 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $20.76万 | 0.02% | 6,237 | 15 | 0.2% | $499 | 加仓 |
| BA | BOEING CO | $20.98万 | 0.02% | 969 | 969 | — | $20.98万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $21.54万 | 0.02% | 12,147 | 12,147 | — | $21.54万 | 新建仓 |
| DVY | ISHARES TR | $21.79万 | 0.02% | 1,394 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $22.04万 | 0.02% | 1,270 | -575 | -31.2% | -$9.98万 | 减仓 |
| VCR | VANGUARD WORLD FD | $22.33万 | 0.02% | 563 | 0 | 0.0% | — | 不变 |
| HEFA | ISHARES TR | $22.37万 | 0.02% | 4,767 | 0 | 0.0% | — | 不变 |
| CAM | AB ACTIVE ETFS INC | $22.39万 | 0.02% | 8,900 | 8,900 | — | $22.39万 | 新建仓 |
| BAC | BANK OF AMER CORP | $23.56万 | 0.02% | 4,134 | 4,134 | — | $23.56万 | 新建仓 |
| YUM | YUM BRANDS INC | $23.57万 | 0.02% | 1,475 | -9 | -0.6% | -$1,438 | 减仓 |
| USRT | ISHARES TR | $23.62万 | 0.02% | 3,555 | 3,555 | — | $23.62万 | 新建仓 |
| MPC | MARATHON PETE CORP | $23.63万 | 0.02% | 924 | 14 | 1.5% | $3,581 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $23.78万 | 0.02% | 206 | 206 | — | $23.78万 | 新建仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $24.35万 | 0.02% | 2,420 | -2,802 | -53.7% | -$28.19万 | 减仓 |
| LEMB | ISHARES INC | $24.40万 | 0.02% | 5,750 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $24.62万 | 0.02% | 7,702 | -1,585 | -17.1% | -$5.07万 | 减仓 |
| VPU | VANGUARD WORLD FD | $24.96万 | 0.02% | 1,275 | 0 | 0.0% | — | 不变 |
| SHYD | VANECK ETF TRUST | $25.34万 | 0.02% | 11,065 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $25.36万 | 0.02% | 2,451 | 2,451 | — | $25.36万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $25.45万 | 0.02% | 2,181 | 80 | 3.8% | $9,334 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $26.08万 | 0.02% | 1,441 | 50 | 3.6% | $9,048 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $26.19万 | 0.02% | 205 | -5 | -2.4% | -$6,388 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $26.51万 | 0.02% | 6,580 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $27.01万 | 0.02% | 906 | 906 | — | $27.01万 | 新建仓 |
| IUSG | ISHARES TR | $27.05万 | 0.02% | 1,438 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $27.26万 | 0.02% | 2,281 | 2,014 | 754.3% | $24.07万 | 重新持有 |
| ETN | EATON CORP PLC | $27.38万 | 0.02% | 643 | 643 | — | $27.38万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $27.53万 | 0.02% | 1,294 | 154 | 13.5% | $3.28万 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $27.75万 | 0.02% | 12,478 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $27.96万 | 0.02% | 1,034 | -9 | -0.9% | -$2,433 | 减仓 |
| ABBV | ABBVIE INC | $28.40万 | 0.02% | 1,128 | 80 | 7.6% | $2.01万 | 加仓 |
| APH | AMPHENOL CORP | $28.78万 | 0.02% | 1,632 | 1,632 | — | $28.78万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $29.04万 | 0.02% | 5,141 | -2,430 | -32.1% | -$13.72万 | 减仓 |
| IWR | ISHARES TR | $29.21万 | 0.02% | 2,648 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $29.54万 | 0.02% | 4,835 | 0 | 0.0% | — | 不变 |
| NULV | NUSHARES ETF TR | $30.07万 | 0.02% | 6,015 | 0 | 0.0% | — | 不变 |
| AVRE | AMERICAN CENTY ETF TR | $30.37万 | 0.02% | 6,410 | -2,000 | -23.8% | -$9.48万 | 减仓 |
| ESGU | ISHARES TR | $30.48万 | 0.02% | 1,862 | 0 | 0.0% | — | 不变 |
| ESGD | ISHARES TR | $30.80万 | 0.02% | 2,996 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC | $30.99万 | 0.02% | 13,400 | -400 | -2.9% | -$9,252 | 减仓 |
| VO | VANGUARD INDEX FDS | $31.91万 | 0.02% | 3,961 | 1 | 0.0% | $81 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $32.02万 | 0.02% | 970 | 6 | 0.6% | $1,981 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $32.69万 | 0.02% | 6,196 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $33.26万 | 0.02% | 4,370 | -400 | -8.4% | -$3.04万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $33.37万 | 0.02% | 2,935 | 27 | 0.9% | $3,070 | 加仓 |
| GLD | SPDR GOLD TR | $33.78万 | 0.03% | 917 | -405 | -30.6% | -$14.92万 | 减仓 |
| SHV | ISHARES TR | $34.98万 | 0.03% | 3,170 | -690 | -17.9% | -$7.61万 | 减仓 |
| CVX | CHEVRON CORPORATION | $35.38万 | 0.03% | 2,134 | 74 | 3.6% | $1.23万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $36.11万 | 0.03% | 2,462 | -111 | -4.3% | -$1.63万 | 减仓 |
| IDEV | ISHARES TR | $36.49万 | 0.03% | 4,100 | 1,100 | 36.7% | $9.79万 | 加仓 |
| RTX | RTX CORPORATION | $37.16万 | 0.03% | 1,959 | 34 | 1.8% | $6,450 | 加仓 |
| V | VISA INC | $37.29万 | 0.03% | 1,087 | 73 | 7.2% | $2.50万 | 加仓 |
| AMAT | APPLIED MATLS INC | $38.68万 | 0.03% | 535 | 535 | — | $38.68万 | 新建仓 |
| TFI | SPDR SERIES TRUST | $39.42万 | 0.03% | 8,607 | -2,400 | -21.8% | -$10.99万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $40.69万 | 0.03% | 4,438 | 55 | 1.3% | $5,042 | 加仓 |
| MLI | MUELLER INDS INC | $42.76万 | 0.03% | 3,478 | 1 | 0.0% | $123 | 加仓 |
| MRK | MERCK & CO INC | $44.49万 | 0.03% | 3,462 | -5 | -0.1% | -$642 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $44.91万 | 0.03% | 2,357 | -60 | -2.5% | -$1.14万 | 减仓 |
| USXF | ISHARES TR | $44.98万 | 0.03% | 6,477 | -450 | -6.5% | -$3.13万 | 减仓 |
| IAU | ISHARES GOLD TR | $45.33万 | 0.03% | 6,003 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $45.95万 | 0.03% | 391 | 6 | 1.6% | $7,051 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $46.12万 | 0.03% | 9,190 | 2,600 | 39.5% | $13.05万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $46.14万 | 0.03% | 1,885 | 6 | 0.3% | $1,469 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $47.09万 | 0.04% | 5,320 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $47.25万 | 0.04% | 2,722 | 16 | 0.6% | $2,777 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $47.34万 | 0.04% | 815 | 815 | — | $47.34万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $47.59万 | 0.04% | 1,407 | 94 | 7.2% | $3.18万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $48.00万 | 0.04% | 1,890 | -278 | -12.8% | -$7.06万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $48.49万 | 0.04% | 6,070 | 0 | 0.0% | — | 不变 |
| ESML | ISHARES TR | $48.77万 | 0.04% | 8,720 | -800 | -8.4% | -$4.47万 | 减仓 |