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 |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | $161.77万 | 0.13% | 64,942 | 15,782 | 32.1% | $39.31万 | 加仓 |
| FREL | FIDELITY COVINGTON TRUST | $157.49万 | 0.13% | 58,524 | 7,150 | 13.9% | $19.24万 | 加仓 |
| DMBS | DOUBLELINE ETF TRUST | $157.29万 | 0.13% | 31,853 | -413,882 | -92.9% | -$2,043.72万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $155.89万 | 0.13% | 46,135 | 2,810 | 6.5% | $9.49万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $153.58万 | 0.13% | 38,941 | 200 | 0.5% | $7,888 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $152.66万 | 0.13% | 17,211 | -144 | -0.8% | -$1.28万 | 减仓 |
| QQQ | INVESCO QQQ TR | $148.65万 | 0.12% | 2,575 | -254 | -9.0% | -$14.66万 | 减仓 |
| IWM | ISHARES TR | $145.63万 | 0.12% | 5,872 | 260 | 4.6% | $6.45万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $142.49万 | 0.12% | 1,430 | -168 | -10.5% | -$16.74万 | 减仓 |
| EFA | ISHARES TR | $141.51万 | 0.12% | 14,569 | -389 | -2.6% | -$3.78万 | 减仓 |
| — | INVESCO EXCH TRADED FD TR II | $138.14万 | 0.11% | 62,592 | 9,000 | 16.8% | $19.86万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $135.87万 | 0.11% | 9,823 | 14 | 0.1% | $1,936 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $135.77万 | 0.11% | 40,324 | 6,170 | 18.1% | $20.77万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $135.32万 | 0.11% | 17,548 | -283 | -1.6% | -$2.18万 | 减仓 |
| IWF | ISHARES TR | $129.75万 | 0.11% | 3,043 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $125.02万 | 0.10% | 4,347 | 255 | 6.2% | $7.33万 | 加仓 |
| SCZ | ISHARES TR | $121.94万 | 0.10% | 15,552 | -550 | -3.4% | -$4.31万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $119.72万 | 0.10% | 35,243 | -1,574 | -4.3% | -$5.35万 | 减仓 |
| AMZN | AMAZON COM INC | $117.54万 | 0.10% | 5,644 | 662 | 13.3% | $13.79万 | 加仓 |
| EEM | ISHARES TR | $114.75万 | 0.09% | 20,206 | -1,201 | -5.6% | -$6.82万 | 减仓 |
| LLY | ELI LILLY & CO | $113.34万 | 0.09% | 1,232 | -224 | -15.4% | -$20.61万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $112.40万 | 0.09% | 26,942 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $110.80万 | 0.09% | 3,369 | 3 | 0.1% | $987 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $106.82万 | 0.09% | 21,385 | 0 | 0.0% | — | 不变 |
| AVUQ | AMERICAN CENTY ETF TR | $104.97万 | 0.09% | 18,500 | 18,500 | — | $104.97万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $104.11万 | 0.09% | 13,846 | 2,000 | 16.9% | $15.04万 | 加仓 |
| DLS | WISDOMTREE TR | $102.56万 | 0.08% | 12,584 | -855 | -6.4% | -$6.97万 | 减仓 |
| GOOG | ALPHABET INC | $102.06万 | 0.08% | 3,558 | 834 | 30.6% | $23.92万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $99.32万 | 0.08% | 15,943 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $95.61万 | 0.08% | 14,770 | -735 | -4.7% | -$4.76万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $94.90万 | 0.08% | 3,300 | 3,300 | — | $94.90万 | 新建仓 |
| SPTM | SPDR SERIES TRUST | $88.94万 | 0.07% | 11,250 | 11,250 | — | $88.94万 | 新建仓 |
| MUB | ISHARES TR | $87.74万 | 0.07% | 8,266 | -394 | -4.5% | -$4.18万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $85.58万 | 0.07% | 17,000 | -44,470 | -72.3% | -$223.86万 | 减仓 |
| MUNI | PIMCO ETF TR | $82.93万 | 0.07% | 15,890 | 4,500 | 39.5% | $23.49万 | 加仓 |
| — | EXXON MOBIL CORP | $72.48万 | 0.06% | 4,272 | 270 | 6.7% | $4.58万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $71.08万 | 0.06% | 69,010 | 2,379 | 3.6% | $2.45万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $70.76万 | 0.06% | 17,220 | 1,500 | 9.5% | $6.16万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $69.65万 | 0.06% | 14,834 | -6,207 | -29.5% | -$29.14万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $67.16万 | 0.06% | 18,807 | 7,000 | 59.3% | $25.00万 | 加仓 |
| IVW | ISHARES TR | $64.75万 | 0.05% | 5,724 | 2 | 0.0% | $226 | 加仓 |
| ESGE | ISHARES INC | $63.08万 | 0.05% | 13,872 | 260 | 1.9% | $1.18万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $62.90万 | 0.05% | 2,595 | 5 | 0.2% | $1,212 | 加仓 |
| HEI/A | HEICO CORP NEW | $61.62万 | 0.05% | 2,919 | 2 | 0.1% | $422 | 加仓 |
| MBB | ISHARES TR | $61.61万 | 0.05% | 6,489 | -30,513 | -82.5% | -$289.72万 | 减仓 |
| AVGO | BROADCOM INC | $60.26万 | 0.05% | 1,947 | 254 | 15.0% | $7.86万 | 加仓 |
| PEP | PEPSICO INC | $59.83万 | 0.05% | 3,853 | -499 | -11.5% | -$7.75万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $59.34万 | 0.05% | 701 | -680 | -49.2% | -$57.56万 | 减仓 |
| UNP | UNION PAC CORP | $59.10万 | 0.05% | 2,436 | 30 | 1.2% | $7,279 | 加仓 |
| META | META PLATFORMS INC | $59.10万 | 0.05% | 1,033 | 100 | 10.7% | $5.72万 | 加仓 |
| GLD | SPDR GOLD TR | $56.88万 | 0.05% | 1,322 | 1,170 | 769.7% | $50.34万 | 重新持有 |
| BSV | VANGUARD BD INDEX FDS | $56.14万 | 0.05% | 7,159 | 415 | 6.2% | $3.25万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $55.81万 | 0.05% | 2,712 | 0 | 0.0% | — | 不变 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $55.53万 | 0.05% | 22,400 | 22,400 | — | $55.53万 | 新建仓 |
| DFEM | DIMENSIONAL ETF TRUST | $55.12万 | 0.05% | 15,953 | 1 | 0.0% | $35 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $52.99万 | 0.04% | 2,168 | -278 | -11.4% | -$6.80万 | 减仓 |
| IAU | ISHARES GOLD TR | $52.92万 | 0.04% | 6,003 | 410 | 7.3% | $3.61万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $52.89万 | 0.04% | 591 | 8 | 1.4% | $7,159 | 加仓 |
| TSLA | TESLA INC | $52.64万 | 0.04% | 1,416 | 176 | 14.2% | $6.54万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $51.74万 | 0.04% | 5,222 | 2,582 | 97.8% | $25.58万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $51.06万 | 0.04% | 2,374 | -28 | -1.2% | -$6,022 | 减仓 |
| HYMB | SPDR SERIES TRUST | $50.48万 | 0.04% | 20,355 | 0 | 0.0% | — | 不变 |
| TFI | SPDR SERIES TRUST | $49.91万 | 0.04% | 11,007 | -73 | -0.7% | -$3,310 | 减仓 |
| EEMX | SPDR INDEX SHS FDS | $49.56万 | 0.04% | 11,214 | 31 | 0.3% | $1,370 | 加仓 |
| EMR | EMERSON ELEC CO | $48.75万 | 0.04% | 3,720 | 26 | 0.7% | $3,407 | 加仓 |
| IWD | ISHARES TR | $48.10万 | 0.04% | 2,251 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $47.39万 | 0.04% | 2,969 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $45.34万 | 0.04% | 5,843 | -2,393 | -29.1% | -$18.57万 | 减仓 |
| ESML | ISHARES TR | $44.76万 | 0.04% | 9,520 | 4 | 0.0% | $188 | 加仓 |
| AVSD | AMERICAN CENTY ETF TR | $44.70万 | 0.04% | 6,070 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $43.86万 | 0.04% | 18,547 | 6,525 | 54.3% | $15.43万 | 加仓 |
| IGM | ISHARES TR | $43.54万 | 0.04% | 3,674 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $42.91万 | 0.04% | 7,571 | 7,561 | 75,610.0% | $42.86万 | 重新持有 |
| VSGX | VANGUARD WORLD FD | $42.76万 | 0.04% | 5,961 | 34 | 0.6% | $2,439 | 加仓 |
| CVX | CHEVRON CORPORATION | $42.62万 | 0.04% | 2,060 | -1,084 | -34.5% | -$22.43万 | 减仓 |
| SHV | ISHARES TR | $42.61万 | 0.04% | 3,860 | -2 | -0.1% | -$221 | 减仓 |
| MRK | MERCK & CO INC | $41.70万 | 0.03% | 3,467 | -174 | -4.8% | -$2.09万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $39.87万 | 0.03% | 5,030 | -600 | -10.7% | -$4.76万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $39.72万 | 0.03% | 1,313 | 39 | 3.1% | $1.18万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $39.33万 | 0.03% | 5,320 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $38.84万 | 0.03% | 1,369 | -138 | -9.2% | -$3.92万 | 减仓 |
| MLI | MUELLER INDS INC | $38.53万 | 0.03% | 3,477 | 5 | 0.1% | $554 | 加仓 |
| USXF | ISHARES TR | $38.24万 | 0.03% | 6,927 | 15 | 0.2% | $828 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $37.36万 | 0.03% | 4,383 | -1,098 | -20.0% | -$9.36万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $37.16万 | 0.03% | 2,573 | -997 | -27.9% | -$14.40万 | 减仓 |
| RTX | RTX CORPORATION | $37.13万 | 0.03% | 1,925 | 73 | 3.9% | $1.41万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $37.02万 | 0.03% | 8,410 | 3,585 | 74.3% | $15.78万 | 重新持有 |
| RDDT | REDDIT INC | $36.44万 | 0.03% | 2,706 | 1,601 | 144.9% | $21.56万 | 加仓 |
| GEV | GE VERNOVA INC | $33.61万 | 0.03% | 385 | -29 | -7.0% | -$2.53万 | 减仓 |
| CAT | CATERPILLAR INC | $32.95万 | 0.03% | 465 | -386 | -45.4% | -$27.35万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $32.85万 | 0.03% | 6,590 | 0 | 0.0% | — | 不变 |
| ACWX | ISHARES TR | $32.66万 | 0.03% | 4,770 | -75 | -1.5% | -$5,135 | 减仓 |
| MCD | MCDONALDS CORP | $32.43万 | 0.03% | 1,043 | 38 | 3.8% | $1.18万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $32.12万 | 0.03% | 2,417 | -205 | -7.8% | -$2.72万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $31.76万 | 0.03% | 1,879 | 9 | 0.5% | $1,521 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $31.14万 | 0.03% | 9,287 | -1,801 | -16.2% | -$6.04万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $30.73万 | 0.03% | 2,101 | 134 | 6.8% | $1.96万 | 加仓 |
| V | VISA INC | $30.65万 | 0.03% | 1,014 | 63 | 6.6% | $1.90万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $30.32万 | 0.03% | 6,196 | 0 | 0.0% | — | 不变 |
| DXJ | WISDOMTREE TR | $29.26万 | 0.02% | 1,845 | 1,845 | — | $29.26万 | 新建仓 |