Tortoise Investment Management, LLC
WHITE PLAINS NY · SEC CIK 0001599511
$12.11亿2026Q1 申报市值
252持仓数
34.8%前十大占比 · 第一大 7.8%
12 / 12新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
JMTG 加仓+$2,940.55万
STIP 加仓+$2,831.17万
VGIT 加仓+$1,645.33万
AMERICAN CENTY E 加仓+$1,063.66万
VBIL 加仓+$957.05万
2026Q1 卖出最多 按季末市值估算
DMBS 减仓-$2,043.72万
DGS 减仓-$926.91万
JAAA 清仓-$772.50万
DFSD 清仓-$595.48万
JMST 减仓-$535.90万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| IWC | ISHARES TR | $47.39万 | 0.04% | 2,969 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $48.10万 | 0.04% | 2,251 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $48.75万 | 0.04% | 3,720 | 26 | 0.7% | $3,407 | 加仓 |
| EEMX | SPDR INDEX SHS FDS | $49.56万 | 0.04% | 11,214 | 31 | 0.3% | $1,370 | 加仓 |
| TFI | SPDR SERIES TRUST | $49.91万 | 0.04% | 11,007 | -73 | -0.7% | -$3,310 | 减仓 |
| HYMB | SPDR SERIES TRUST | $50.48万 | 0.04% | 20,355 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.06万 | 0.04% | 2,374 | -28 | -1.2% | -$6,022 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $51.74万 | 0.04% | 5,222 | 2,582 | 97.8% | $25.58万 | 加仓 |
| TSLA | TESLA INC | $52.64万 | 0.04% | 1,416 | 176 | 14.2% | $6.54万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $52.89万 | 0.04% | 591 | 8 | 1.4% | $7,159 | 加仓 |
| IAU | ISHARES GOLD TR | $52.92万 | 0.04% | 6,003 | 410 | 7.3% | $3.61万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.99万 | 0.04% | 2,168 | -278 | -11.4% | -$6.80万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $55.12万 | 0.05% | 15,953 | 1 | 0.0% | $35 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $55.53万 | 0.05% | 22,400 | 22,400 | — | $55.53万 | 新建仓 |
| VXF | VANGUARD INDEX FDS | $55.81万 | 0.05% | 2,712 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $56.14万 | 0.05% | 7,159 | 415 | 6.2% | $3.25万 | 加仓 |
| GLD | SPDR GOLD TR | $56.88万 | 0.05% | 1,322 | 1,170 | 769.7% | $50.34万 | 重新持有 |
| META | META PLATFORMS INC | $59.10万 | 0.05% | 1,033 | 100 | 10.7% | $5.72万 | 加仓 |
| UNP | UNION PAC CORP | $59.10万 | 0.05% | 2,436 | 30 | 1.2% | $7,279 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $59.34万 | 0.05% | 701 | -680 | -49.2% | -$57.56万 | 减仓 |
| PEP | PEPSICO INC | $59.83万 | 0.05% | 3,853 | -499 | -11.5% | -$7.75万 | 减仓 |
| AVGO | BROADCOM INC | $60.26万 | 0.05% | 1,947 | 254 | 15.0% | $7.86万 | 加仓 |
| MBB | ISHARES TR | $61.61万 | 0.05% | 6,489 | -30,513 | -82.5% | -$289.72万 | 减仓 |
| HEI/A | HEICO CORP NEW | $61.62万 | 0.05% | 2,919 | 2 | 0.1% | $422 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $62.90万 | 0.05% | 2,595 | 5 | 0.2% | $1,212 | 加仓 |
| ESGE | ISHARES INC | $63.08万 | 0.05% | 13,872 | 260 | 1.9% | $1.18万 | 加仓 |
| IVW | ISHARES TR | $64.75万 | 0.05% | 5,724 | 2 | 0.0% | $226 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $67.16万 | 0.06% | 18,807 | 7,000 | 59.3% | $25.00万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $69.65万 | 0.06% | 14,834 | -6,207 | -29.5% | -$29.14万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $70.76万 | 0.06% | 17,220 | 1,500 | 9.5% | $6.16万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $71.08万 | 0.06% | 69,010 | 2,379 | 3.6% | $2.45万 | 加仓 |
| — | EXXON MOBIL CORP | $72.48万 | 0.06% | 4,272 | 270 | 6.7% | $4.58万 | 加仓 |
| MUNI | PIMCO ETF TR | $82.93万 | 0.07% | 15,890 | 4,500 | 39.5% | $23.49万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $85.58万 | 0.07% | 17,000 | -44,470 | -72.3% | -$223.86万 | 减仓 |
| MUB | ISHARES TR | $87.74万 | 0.07% | 8,266 | -394 | -4.5% | -$4.18万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $88.94万 | 0.07% | 11,250 | 11,250 | — | $88.94万 | 新建仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $94.90万 | 0.08% | 3,300 | 3,300 | — | $94.90万 | 新建仓 |
| EEMV | ISHARES INC | $95.61万 | 0.08% | 14,770 | -735 | -4.7% | -$4.76万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $99.32万 | 0.08% | 15,943 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $102.06万 | 0.08% | 3,558 | 834 | 30.6% | $23.92万 | 加仓 |
| DLS | WISDOMTREE TR | $102.56万 | 0.08% | 12,584 | -855 | -6.4% | -$6.97万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $104.11万 | 0.09% | 13,846 | 2,000 | 16.9% | $15.04万 | 加仓 |
| AVUQ | AMERICAN CENTY ETF TR | $104.97万 | 0.09% | 18,500 | 18,500 | — | $104.97万 | 新建仓 |
| VTIP | VANGUARD MALVERN FDS | $106.82万 | 0.09% | 21,385 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $110.80万 | 0.09% | 3,369 | 3 | 0.1% | $987 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $112.40万 | 0.09% | 26,942 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $113.34万 | 0.09% | 1,232 | -224 | -15.4% | -$20.61万 | 减仓 |
| EEM | ISHARES TR | $114.75万 | 0.09% | 20,206 | -1,201 | -5.6% | -$6.82万 | 减仓 |
| AMZN | AMAZON COM INC | $117.54万 | 0.10% | 5,644 | 662 | 13.3% | $13.79万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $119.72万 | 0.10% | 35,243 | -1,574 | -4.3% | -$5.35万 | 减仓 |
| SCZ | ISHARES TR | $121.94万 | 0.10% | 15,552 | -550 | -3.4% | -$4.31万 | 减仓 |
| GOOGL | ALPHABET INC | $125.02万 | 0.10% | 4,347 | 255 | 6.2% | $7.33万 | 加仓 |
| IWF | ISHARES TR | $129.75万 | 0.11% | 3,043 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $135.32万 | 0.11% | 17,548 | -283 | -1.6% | -$2.18万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $135.77万 | 0.11% | 40,324 | 6,170 | 18.1% | $20.77万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $135.87万 | 0.11% | 9,823 | 14 | 0.1% | $1,936 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $138.14万 | 0.11% | 62,592 | 9,000 | 16.8% | $19.86万 | 加仓 |
| EFA | ISHARES TR | $141.51万 | 0.12% | 14,569 | -389 | -2.6% | -$3.78万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $142.49万 | 0.12% | 1,430 | -168 | -10.5% | -$16.74万 | 减仓 |
| IWM | ISHARES TR | $145.63万 | 0.12% | 5,872 | 260 | 4.6% | $6.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $148.65万 | 0.12% | 2,575 | -254 | -9.0% | -$14.66万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $152.66万 | 0.13% | 17,211 | -144 | -0.8% | -$1.28万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $153.58万 | 0.13% | 38,941 | 200 | 0.5% | $7,888 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $155.89万 | 0.13% | 46,135 | 2,810 | 6.5% | $9.49万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $157.29万 | 0.13% | 31,853 | -413,882 | -92.9% | -$2,043.72万 | 减仓 |
| FREL | FIDELITY COVINGTON TRUST | $157.49万 | 0.13% | 58,524 | 7,150 | 13.9% | $19.24万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $161.77万 | 0.13% | 64,942 | 15,782 | 32.1% | $39.31万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $164.53万 | 0.14% | 9,434 | 1,160 | 14.0% | $20.23万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $173.98万 | 0.14% | 66,152 | -2,230 | -3.3% | -$5.86万 | 减仓 |
| IJH | ISHARES TR | $174.19万 | 0.14% | 25,794 | -140 | -0.5% | -$9,454 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $184.76万 | 0.15% | 76,127 | -1,221 | -1.6% | -$2.96万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $196.76万 | 0.16% | 17,526 | 628 | 3.7% | $7.05万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $216.08万 | 0.18% | 7,346 | -458 | -5.9% | -$13.47万 | 减仓 |
| — | PUTNAM ETF TRUST | $217.55万 | 0.18% | 278,905 | 251,148 | 904.8% | $195.90万 | 加仓 |
| OEF | ISHARES TR | $220.01万 | 0.18% | 6,917 | -30 | -0.4% | -$9,542 | 减仓 |
| WULF | TERAWULF INC | $221.10万 | 0.18% | 153,221 | 3 | 0.0% | $43 | 加仓 |
| LTBR | LIGHTBRIDGE CORP | $230.19万 | 0.19% | 215,937 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $254.90万 | 0.21% | 50,000 | -105,119 | -67.8% | -$535.90万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $256.75万 | 0.21% | 77,920 | 2,804 | 3.7% | $9.24万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $258.39万 | 0.21% | 84,717 | 1,220 | 1.5% | $3.72万 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $274.54万 | 0.23% | 26,797 | 13,347 | 99.2% | $136.74万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $276.90万 | 0.23% | 34,351 | 2,000 | 6.2% | $16.12万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $291.40万 | 0.24% | 63,630 | 26,045 | 69.3% | $119.28万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $305.04万 | 0.25% | 32,252 | -189 | -0.6% | -$1.79万 | 减仓 |
| IJS | ISHARES TR | $312.71万 | 0.26% | 26,400 | -56 | -0.2% | -$6,633 | 减仓 |
| LTPZ | PIMCO ETF TR | $314.84万 | 0.26% | 61,697 | 5,730 | 10.2% | $29.24万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $329.74万 | 0.27% | 102,340 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $332.16万 | 0.27% | 66,579 | -400 | -0.6% | -$2.00万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $332.31万 | 0.27% | 44,249 | -726 | -1.6% | -$5.45万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $340.27万 | 0.28% | 51,463 | -10,215 | -16.6% | -$67.54万 | 减仓 |
| QUAL | ISHARES TR | $341.40万 | 0.28% | 17,799 | 1,380 | 8.4% | $26.47万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $343.92万 | 0.28% | 138,957 | -44 | -0.0% | -$1,089 | 减仓 |
| MSFT | MICROSOFT CORP | $351.60万 | 0.29% | 9,498 | -72 | -0.8% | -$2.67万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $351.67万 | 0.29% | 60,074 | 10,318 | 20.7% | $60.40万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $354.73万 | 0.29% | 41,812 | 4,087 | 10.8% | $34.67万 | 加仓 |
| VB | VANGUARD INDEX FDS | $359.28万 | 0.30% | 13,717 | 504 | 3.8% | $13.20万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $367.29万 | 0.30% | 146,331 | -3,595 | -2.4% | -$9.02万 | 减仓 |
| TLT | ISHARES TR | $382.38万 | 0.32% | 44,109 | 1,475 | 3.5% | $12.79万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $383.54万 | 0.32% | 6,418 | -241 | -3.6% | -$14.40万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $406.32万 | 0.34% | 67,743 | -960 | -1.4% | -$5.76万 | 减仓 |