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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $9,491.12万 | 7.84% | 145,300 | -1,703 | -1.2% | -$111.24万 | 减仓 |
| STIP | ISHARES TR | $8,690.51万 | 7.18% | 840,231 | 273,728 | 48.3% | $2,831.17万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $4,361.45万 | 3.60% | 392,287 | 32,852 | 9.1% | $365.25万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $3,180.61万 | 2.63% | 1,401,152 | 40,015 | 2.9% | $90.83万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $3,137.72万 | 2.59% | 615,239 | 576,579 | 1,491.4% | $2,940.55万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,955.10万 | 2.44% | 591,139 | 60,992 | 11.5% | $304.90万 | 加仓 |
| SGOV | ISHARES TR | $2,906.56万 | 2.40% | 288,750 | 3,039 | 1.1% | $30.59万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $2,548.37万 | 2.10% | 515,238 | 44,543 | 9.5% | $220.31万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $2,473.83万 | 2.04% | 929,663 | 34,539 | 3.9% | $91.91万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2,428.16万 | 2.00% | 438,652 | -16 | -0.0% | -$886 | 减仓 |
| IEMG | ISHARES INC | $2,138.05万 | 1.77% | 306,530 | -2,331 | -0.8% | -$16.26万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,912.47万 | 1.58% | 745,894 | 40,887 | 5.8% | $104.83万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,809.87万 | 1.49% | 401,124 | 33,082 | 9.0% | $149.27万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,748.03万 | 1.44% | 89,094 | 873 | 1.0% | $17.13万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,688.07万 | 1.39% | 283,471 | 276,294 | 3,849.7% | $1,645.33万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,685.57万 | 1.39% | 360,627 | 3,700 | 1.0% | $17.29万 | 加仓 |
| BOXX | EA SERIES TRUST | $1,684.07万 | 1.39% | 144,816 | 19,480 | 15.5% | $226.53万 | 加仓 |
| IWB | ISHARES TR | $1,674.51万 | 1.38% | 46,963 | -644 | -1.4% | -$22.96万 | 减仓 |
| ITOT | ISHARES TR | $1,642.83万 | 1.36% | 115,343 | -3,868 | -3.2% | -$55.09万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,586.01万 | 1.31% | 24,387 | 650 | 2.7% | $42.27万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,580.13万 | 1.30% | 336,843 | 3,158 | 0.9% | $14.81万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $1,556.14万 | 1.28% | 205,702 | 126,510 | 159.8% | $957.05万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $1,495.77万 | 1.23% | 195,424 | 28,027 | 16.7% | $214.52万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $1,412.23万 | 1.17% | 271,791 | 6,886 | 2.6% | $35.78万 | 加仓 |
| IEFA | ISHARES TR | $1,408.01万 | 1.16% | 155,530 | -2,932 | -1.9% | -$26.54万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $1,376.50万 | 1.14% | 662,643 | 14,698 | 2.3% | $30.53万 | 加仓 |
| AAPL | APPLE INC | $1,289.91万 | 1.07% | 50,826 | -2,354 | -4.4% | -$59.74万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,264.10万 | 1.04% | 276,912 | 6,621 | 2.4% | $30.22万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1,260.68万 | 1.04% | 39,297 | -239 | -0.6% | -$7.67万 | 减仓 |
| IJR | ISHARES TR | $1,230.91万 | 1.02% | 99,019 | -277 | -0.3% | -$3.44万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,206.25万 | 1.00% | 561,307 | 37,398 | 7.1% | $80.37万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,202.21万 | 0.99% | 308,575 | 18,613 | 6.4% | $72.52万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,189.62万 | 0.98% | 351,334 | 11,540 | 3.4% | $39.07万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $1,155.18万 | 0.95% | 428,478 | 12,611 | 3.0% | $34.00万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,150.72万 | 0.95% | 296,120 | 11,679 | 4.1% | $45.38万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $1,146.22万 | 0.95% | 180,706 | 167,691 | 1,288.4% | $1,063.66万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,092.94万 | 0.90% | 170,559 | -297 | -0.2% | -$1.90万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $1,069.83万 | 0.88% | 221,406 | 13,714 | 6.6% | $66.27万 | 加仓 |
| MLN | VANECK ETF TRUST | $1,040.92万 | 0.86% | 596,857 | 83,381 | 16.2% | $145.42万 | 加仓 |
| IUSV | ISHARES TR | $1,035.93万 | 0.86% | 101,314 | -2,397 | -2.3% | -$24.51万 | 减仓 |
| VV | VANGUARD INDEX FDS | $1,025.56万 | 0.85% | 34,317 | 3,564 | 11.6% | $106.51万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,016.21万 | 0.84% | 290,014 | 10,392 | 3.7% | $36.41万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,004.13万 | 0.83% | 185,778 | 4,330 | 2.4% | $23.40万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $994.00万 | 0.82% | 123,355 | 2,921 | 2.4% | $23.54万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $953.69万 | 0.79% | 180,692 | -894 | -0.5% | -$4.72万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $847.37万 | 0.70% | 17,683 | -825 | -4.5% | -$39.53万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $805.71万 | 0.67% | 72,935 | 2,181 | 3.1% | $24.09万 | 加仓 |
| DGS | WISDOMTREE TR | $788.15万 | 0.65% | 131,140 | -154,227 | -54.0% | -$926.91万 | 减仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $752.48万 | 0.62% | 525,107 | -92,716 | -15.0% | -$132.86万 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $738.98万 | 0.61% | 254,119 | 4,533 | 1.8% | $13.18万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $729.69万 | 0.60% | 203,938 | 9,526 | 4.9% | $34.08万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $689.61万 | 0.57% | 97,251 | 6,440 | 7.1% | $45.67万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $683.12万 | 0.56% | 91,290 | -161 | -0.2% | -$1.20万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $632.83万 | 0.52% | 172,151 | 35,392 | 25.9% | $130.10万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $615.49万 | 0.51% | 267,836 | 9,279 | 3.6% | $21.32万 | 加仓 |
| AVTM | AMERICAN CENTY ETF TR | $589.89万 | 0.49% | 125,476 | 125,476 | — | $589.89万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $588.13万 | 0.49% | 29,668 | -432 | -1.4% | -$8.56万 | 减仓 |
| IVE | ISHARES TR | $587.97万 | 0.49% | 27,846 | -936 | -3.3% | -$19.76万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $561.19万 | 0.46% | 78,897 | 835 | 1.1% | $5.94万 | 加仓 |
| — | NUVEEN SELECT MAT MUN FD | $539.78万 | 0.45% | 571,194 | -47,519 | -7.7% | -$44.91万 | 减仓 |
| MINO | PIMCO ETF TR | $496.37万 | 0.41% | 109,890 | 37,620 | 52.1% | $169.93万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $473.09万 | 0.39% | 47,375 | 1,830 | 4.0% | $18.27万 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $464.29万 | 0.38% | 31,847 | -652 | -2.0% | -$9.51万 | 减仓 |
| — | NUVEEN N Y MUN VALUE FD | $458.96万 | 0.38% | 549,648 | -112,658 | -17.0% | -$94.07万 | 减仓 |
| IXUS | ISHARES TR | $456.05万 | 0.38% | 52,637 | -1,014 | -1.9% | -$8.79万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $443.90万 | 0.37% | 20,433 | -614 | -2.9% | -$13.34万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $433.87万 | 0.36% | 9,367 | -845 | -8.3% | -$39.14万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $406.32万 | 0.34% | 67,743 | -960 | -1.4% | -$5.76万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $383.54万 | 0.32% | 6,418 | -241 | -3.6% | -$14.40万 | 减仓 |
| TLT | ISHARES TR | $382.38万 | 0.32% | 44,109 | 1,475 | 3.5% | $12.79万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $367.29万 | 0.30% | 146,331 | -3,595 | -2.4% | -$9.02万 | 减仓 |
| VB | VANGUARD INDEX FDS | $359.28万 | 0.30% | 13,717 | 504 | 3.8% | $13.20万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $354.73万 | 0.29% | 41,812 | 4,087 | 10.8% | $34.67万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $351.67万 | 0.29% | 60,074 | 10,318 | 20.7% | $60.40万 | 加仓 |
| MSFT | MICROSOFT CORP | $351.60万 | 0.29% | 9,498 | -72 | -0.8% | -$2.67万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $343.92万 | 0.28% | 138,957 | -44 | -0.0% | -$1,089 | 减仓 |
| QUAL | ISHARES TR | $341.40万 | 0.28% | 17,799 | 1,380 | 8.4% | $26.47万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $340.27万 | 0.28% | 51,463 | -10,215 | -16.6% | -$67.54万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $332.31万 | 0.27% | 44,249 | -726 | -1.6% | -$5.45万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $332.16万 | 0.27% | 66,579 | -400 | -0.6% | -$2.00万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $329.74万 | 0.27% | 102,340 | 0 | 0.0% | — | 不变 |
| LTPZ | PIMCO ETF TR | $314.84万 | 0.26% | 61,697 | 5,730 | 10.2% | $29.24万 | 加仓 |
| IJS | ISHARES TR | $312.71万 | 0.26% | 26,400 | -56 | -0.2% | -$6,633 | 减仓 |
| SLYV | SPDR SERIES TRUST | $305.04万 | 0.25% | 32,252 | -189 | -0.6% | -$1.79万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $291.40万 | 0.24% | 63,630 | 26,045 | 69.3% | $119.28万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $276.90万 | 0.23% | 34,351 | 2,000 | 6.2% | $16.12万 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $274.54万 | 0.23% | 26,797 | 13,347 | 99.2% | $136.74万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $258.39万 | 0.21% | 84,717 | 1,220 | 1.5% | $3.72万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $256.75万 | 0.21% | 77,920 | 2,804 | 3.7% | $9.24万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $254.90万 | 0.21% | 50,000 | -105,119 | -67.8% | -$535.90万 | 减仓 |
| LTBR | LIGHTBRIDGE CORP | $230.19万 | 0.19% | 215,937 | 0 | 0.0% | — | 不变 |
| WULF | TERAWULF INC | $221.10万 | 0.18% | 153,221 | 3 | 0.0% | $43 | 加仓 |
| OEF | ISHARES TR | $220.01万 | 0.18% | 6,917 | -30 | -0.4% | -$9,542 | 减仓 |
| — | PUTNAM ETF TRUST | $217.55万 | 0.18% | 278,905 | 251,148 | 904.8% | $195.90万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $216.08万 | 0.18% | 7,346 | -458 | -5.9% | -$13.47万 | 减仓 |
| ESGV | VANGUARD WORLD FD | $196.76万 | 0.16% | 17,526 | 628 | 3.7% | $7.05万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $184.76万 | 0.15% | 76,127 | -1,221 | -1.6% | -$2.96万 | 减仓 |
| IJH | ISHARES TR | $174.19万 | 0.14% | 25,794 | -140 | -0.5% | -$9,454 | 减仓 |
| SPTL | SPDR SERIES TRUST | $173.98万 | 0.14% | 66,152 | -2,230 | -3.3% | -$5.86万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $164.53万 | 0.14% | 9,434 | 1,160 | 14.0% | $20.23万 | 加仓 |