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 |
|---|---|---|---|---|---|---|---|---|
| VSGX | VANGUARD WORLD FD | $49.27万 | 0.04% | 5,984 | 23 | 0.4% | $1,894 | 加仓 |
| CAT | CATERPILLAR INC | $51.65万 | 0.04% | 485 | 20 | 4.3% | $2.13万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $52.01万 | 0.04% | 20,445 | 90 | 0.4% | $2,290 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $52.30万 | 0.04% | 11,625 | 11,625 | — | $52.30万 | 新建仓 |
| PEP | PEPSICO INC | $52.61万 | 0.04% | 3,885 | 32 | 0.8% | $4,333 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $52.88万 | 0.04% | 1,915 | 1,915 | — | $52.88万 | 新建仓 |
| GE | GE AEROSPACE | $53.48万 | 0.04% | 1,431 | 62 | 4.5% | $2.32万 | 加仓 |
| IWD | ISHARES TR | $54.57万 | 0.04% | 2,251 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $54.71万 | 0.04% | 2,312 | -62 | -2.6% | -$1.47万 | 减仓 |
| EMR | EMERSON ELEC CO | $56.06万 | 0.04% | 3,916 | 196 | 5.3% | $2.81万 | 加仓 |
| MBB | ISHARES TR | $56.76万 | 0.04% | 6,005 | -484 | -7.5% | -$4.57万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $56.78万 | 0.04% | 7,288 | 129 | 1.8% | $1.01万 | 加仓 |
| IWC | ISHARES TR | $57.19万 | 0.04% | 2,859 | -110 | -3.7% | -$2.20万 | 减仓 |
| EEMX | SPDR INDEX SHS FDS | $58.56万 | 0.04% | 10,814 | -400 | -3.6% | -$2.17万 | 减仓 |
| IGM | ISHARES TR | $60.10万 | 0.04% | 3,674 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $61.54万 | 0.05% | 629 | 38 | 6.4% | $3.72万 | 加仓 |
| META | META PLATFORMS INC | $61.65万 | 0.05% | 1,095 | 62 | 6.0% | $3.49万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $62.91万 | 0.05% | 24,047 | 5,500 | 29.7% | $14.39万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $62.92万 | 0.05% | 25,000 | 2,600 | 11.6% | $6.54万 | 加仓 |
| TSLA | TESLA INC | $63.55万 | 0.05% | 1,511 | 95 | 6.7% | $4.00万 | 加仓 |
| MUB | ISHARES TR | $64.00万 | 0.05% | 5,947 | -2,319 | -28.1% | -$24.96万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $64.85万 | 0.05% | 15,956 | 3 | 0.0% | $122 | 加仓 |
| — | EXXON MOBIL CORP | $65.67万 | 0.05% | 4,804 | 532 | 12.5% | $7.27万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $66.77万 | 0.05% | 2,712 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $67.13万 | 0.05% | 2,468 | 32 | 1.3% | $8,704 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $67.82万 | 0.05% | 14,489 | -345 | -2.3% | -$1.61万 | 减仓 |
| ESGE | ISHARES INC | $70.33万 | 0.05% | 12,859 | -1,013 | -7.3% | -$5.54万 | 减仓 |
| CSCO | CISCO SYS INC | $70.83万 | 0.05% | 6,030 | 187 | 3.2% | $2.20万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $71.64万 | 0.05% | 708 | 7 | 1.0% | $7,083 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.70万 | 0.05% | 2,550 | -45 | -1.7% | -$1.27万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $74.36万 | 0.06% | 18,807 | 0 | 0.0% | — | 不变 |
| HEI/A | HEICO CORP NEW | $75.29万 | 0.06% | 2,919 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT INCOME FD INC | $76.04万 | 0.06% | 70,472 | 1,462 | 2.1% | $1.58万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $76.17万 | 0.06% | 13,399 | 13,399 | — | $76.17万 | 新建仓 |
| MUNI | PIMCO ETF TR | $77.27万 | 0.06% | 14,690 | -1,200 | -7.6% | -$6.31万 | 减仓 |
| IVW | ISHARES TR | $78.76万 | 0.06% | 5,726 | 2 | 0.0% | $275 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $79.27万 | 0.06% | 17,000 | -220 | -1.3% | -$1.03万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $85.65万 | 0.06% | 17,000 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $89.27万 | 0.07% | 2,363 | 416 | 21.4% | $15.72万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $94.92万 | 0.07% | 19,336 | -12,517 | -39.3% | -$61.45万 | 减仓 |
| DLS | WISDOMTREE TR | $100.16万 | 0.07% | 11,954 | -630 | -5.0% | -$5.28万 | 减仓 |
| EEMV | ISHARES INC | $104.53万 | 0.08% | 13,885 | -885 | -6.0% | -$6.66万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $109.37万 | 0.08% | 3,300 | 0 | 0.0% | — | 不变 |
| SPTM | SPDR SERIES TRUST | $111.22万 | 0.08% | 12,250 | 1,000 | 8.9% | $9.08万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $112.94万 | 0.08% | 22,485 | 1,100 | 5.1% | $5.53万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $115.31万 | 0.09% | 15,723 | -220 | -1.4% | -$1.61万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $118.16万 | 0.09% | 28,642 | 1,700 | 6.3% | $7.01万 | 加仓 |
| HD | HOME DEPOT INC | $120.16万 | 0.09% | 3,407 | 38 | 1.1% | $1.34万 | 加仓 |
| AVUQ | AMERICAN CENTY ETF TR | $122.10万 | 0.09% | 18,500 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $124.07万 | 0.09% | 15,081 | -471 | -3.0% | -$3.87万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $124.75万 | 0.09% | 13,846 | 0 | 0.0% | — | 不变 |
| EEM | ISHARES TR | $126.12万 | 0.09% | 18,436 | -1,770 | -8.8% | -$12.11万 | 减仓 |
| SCHO | SCHWAB STRATEGIC TR | $128.62万 | 0.10% | 53,279 | -22,848 | -30.0% | -$55.16万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $129.84万 | 0.10% | 35,243 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $133.42万 | 0.10% | 12,844 | -1,725 | -11.8% | -$17.92万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $135.08万 | 0.10% | 1,444 | 14 | 1.0% | $1.31万 | 加仓 |
| GOOG | ALPHABET INC | $140.82万 | 0.10% | 3,986 | 428 | 12.0% | $15.12万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $143.35万 | 0.11% | 40,921 | 597 | 1.5% | $2.09万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $147.93万 | 0.11% | 9,425 | -398 | -4.1% | -$6.25万 | 减仓 |
| AMZN | AMAZON COM INC | $148.78万 | 0.11% | 6,243 | 599 | 10.6% | $14.28万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $149.62万 | 0.11% | 17,501 | -47 | -0.3% | -$4,018 | 减仓 |
| IWF | ISHARES TR | $151.14万 | 0.11% | 12,172 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $157.56万 | 0.12% | 1,314 | 82 | 6.7% | $9.83万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $158.61万 | 0.12% | 39,525 | 584 | 1.5% | $2.34万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $160.39万 | 0.12% | 70,547 | 7,955 | 12.7% | $18.09万 | 加仓 |
| GOOGL | ALPHABET INC | $162.37万 | 0.12% | 4,544 | 197 | 4.5% | $7.04万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $168.51万 | 0.13% | 17,474 | 263 | 1.5% | $2.54万 | 加仓 |
| IWM | ISHARES TR | $176.42万 | 0.13% | 5,872 | 0 | 0.0% | — | 不变 |
| SPTL | SPDR SERIES TRUST | $181.12万 | 0.13% | 69,051 | 2,899 | 4.4% | $7.60万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $184.22万 | 0.14% | 62,874 | 4,350 | 7.4% | $12.75万 | 加仓 |
| LTBR | LIGHTBRIDGE CORP | $189.81万 | 0.14% | 215,937 | 0 | 0.0% | — | 不变 |
| DEHP | DIMENSIONAL ETF TRUST | $191.76万 | 0.14% | 44,835 | -1,300 | -2.8% | -$5.56万 | 减仓 |
| IJH | ISHARES TR | $193.31万 | 0.14% | 25,069 | -725 | -2.8% | -$5.59万 | 减仓 |
| QQQ | INVESCO QQQ TR | $196.94万 | 0.15% | 2,674 | 99 | 3.8% | $7.29万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $204.00万 | 0.15% | 40,000 | -10,000 | -20.0% | -$51.00万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $225.91万 | 0.17% | 17,083 | -443 | -2.5% | -$5.86万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $236.63万 | 0.18% | 95,958 | 31,016 | 47.8% | $76.49万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $239.10万 | 0.18% | 11,950 | 2,516 | 26.7% | $50.34万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $245.24万 | 0.18% | 7,492 | 146 | 2.0% | $4.78万 | 加仓 |
| OEF | ISHARES TR | $253.07万 | 0.19% | 6,917 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $261.29万 | 0.19% | 44,895 | -15,179 | -25.3% | -$88.34万 | 减仓 |
| TLT | ISHARES TR | $263.75万 | 0.20% | 30,520 | -13,589 | -30.8% | -$117.44万 | 减仓 |
| — | VANGUARD NY TAX FREE FDS | $264.26万 | 0.20% | 25,410 | -1,387 | -5.2% | -$14.42万 | 减仓 |
| — | PUTNAM ETF TRUST | $282.33万 | 0.21% | 354,245 | 75,340 | 27.0% | $60.05万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $282.72万 | 0.21% | 77,970 | 50 | 0.1% | $1,813 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $289.23万 | 0.22% | 83,088 | -1,629 | -1.9% | -$5.67万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $319.36万 | 0.24% | 68,554 | 4,924 | 7.7% | $22.94万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $328.70万 | 0.24% | 36,038 | 1,687 | 4.9% | $15.39万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $331.54万 | 0.25% | 65,548 | -1,031 | -1.5% | -$5.21万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $336.96万 | 0.25% | 98,742 | -3,598 | -3.5% | -$12.28万 | 减仓 |
| SLYV | SPDR SERIES TRUST | $349.72万 | 0.26% | 32,052 | -200 | -0.6% | -$2.18万 | 减仓 |
| MSFT | MICROSOFT CORP | $356.21万 | 0.27% | 9,549 | 51 | 0.5% | $1.90万 | 加仓 |
| IJS | ISHARES TR | $360.18万 | 0.27% | 26,352 | -48 | -0.2% | -$6,561 | 减仓 |
| LTPZ | PIMCO ETF TR | $362.13万 | 0.27% | 71,497 | 9,800 | 15.9% | $49.64万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $367.17万 | 0.27% | 79,732 | 74,232 | 1,349.7% | $341.84万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $368.37万 | 0.27% | 43,984 | -265 | -0.6% | -$2.22万 | 减仓 |
| EWX | SPDR INDEX SHS FDS | $371.33万 | 0.28% | 49,974 | -1,489 | -2.9% | -$11.06万 | 减仓 |
| WULF | TERAWULF INC | $378.47万 | 0.28% | 153,225 | 4 | 0.0% | $99 | 加仓 |
| QUAL | ISHARES TR | $380.14万 | 0.28% | 17,324 | -475 | -2.7% | -$10.42万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $385.41万 | 0.29% | 139,138 | 181 | 0.1% | $5,014 | 加仓 |