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 |
|---|---|---|---|---|---|---|---|---|
| IJH | ISHARES TR | $193.31万 | 0.14% | 25,069 | -725 | -2.8% | -$5.59万 | 减仓 |
| DEHP | DIMENSIONAL ETF TRUST | $191.76万 | 0.14% | 44,835 | -1,300 | -2.8% | -$5.56万 | 减仓 |
| LTBR | LIGHTBRIDGE CORP | $189.81万 | 0.14% | 215,937 | 0 | 0.0% | — | 不变 |
| FREL | FIDELITY COVINGTON TRUST | $184.22万 | 0.14% | 62,874 | 4,350 | 7.4% | $12.75万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $181.12万 | 0.13% | 69,051 | 2,899 | 4.4% | $7.60万 | 加仓 |
| IWM | ISHARES TR | $176.42万 | 0.13% | 5,872 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $168.51万 | 0.13% | 17,474 | 263 | 1.5% | $2.54万 | 加仓 |
| GOOGL | ALPHABET INC | $162.37万 | 0.12% | 4,544 | 197 | 4.5% | $7.04万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $160.39万 | 0.12% | 70,547 | 7,955 | 12.7% | $18.09万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $158.61万 | 0.12% | 39,525 | 584 | 1.5% | $2.34万 | 加仓 |
| LLY | ELI LILLY & CO | $157.56万 | 0.12% | 1,314 | 82 | 6.7% | $9.83万 | 加仓 |
| IWF | ISHARES TR | $151.14万 | 0.11% | 12,172 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $149.62万 | 0.11% | 17,501 | -47 | -0.3% | -$4,018 | 减仓 |
| AMZN | AMAZON COM INC | $148.78万 | 0.11% | 6,243 | 599 | 10.6% | $14.28万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $147.93万 | 0.11% | 9,425 | -398 | -4.1% | -$6.25万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $143.35万 | 0.11% | 40,921 | 597 | 1.5% | $2.09万 | 加仓 |
| GOOG | ALPHABET INC | $140.82万 | 0.10% | 3,986 | 428 | 12.0% | $15.12万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $135.08万 | 0.10% | 1,444 | 14 | 1.0% | $1.31万 | 加仓 |
| EFA | ISHARES TR | $133.42万 | 0.10% | 12,844 | -1,725 | -11.8% | -$17.92万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $129.84万 | 0.10% | 35,243 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB STRATEGIC TR | $128.62万 | 0.10% | 53,279 | -22,848 | -30.0% | -$55.16万 | 减仓 |
| EEM | ISHARES TR | $126.12万 | 0.09% | 18,436 | -1,770 | -8.8% | -$12.11万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $124.75万 | 0.09% | 13,846 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $124.07万 | 0.09% | 15,081 | -471 | -3.0% | -$3.87万 | 减仓 |
| AVUQ | AMERICAN CENTY ETF TR | $122.10万 | 0.09% | 18,500 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $120.16万 | 0.09% | 3,407 | 38 | 1.1% | $1.34万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $118.16万 | 0.09% | 28,642 | 1,700 | 6.3% | $7.01万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $115.31万 | 0.09% | 15,723 | -220 | -1.4% | -$1.61万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $112.94万 | 0.08% | 22,485 | 1,100 | 5.1% | $5.53万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $111.22万 | 0.08% | 12,250 | 1,000 | 8.9% | $9.08万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $109.37万 | 0.08% | 3,300 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $104.53万 | 0.08% | 13,885 | -885 | -6.0% | -$6.66万 | 减仓 |
| DLS | WISDOMTREE TR | $100.16万 | 0.07% | 11,954 | -630 | -5.0% | -$5.28万 | 减仓 |
| DMBS | DOUBLELINE ETF TRUST | $94.92万 | 0.07% | 19,336 | -12,517 | -39.3% | -$61.45万 | 减仓 |
| AVGO | BROADCOM INC | $89.27万 | 0.07% | 2,363 | 416 | 21.4% | $15.72万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $85.65万 | 0.06% | 17,000 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $79.27万 | 0.06% | 17,000 | -220 | -1.3% | -$1.03万 | 减仓 |
| IVW | ISHARES TR | $78.76万 | 0.06% | 5,726 | 2 | 0.0% | $275 | 加仓 |
| MUNI | PIMCO ETF TR | $77.27万 | 0.06% | 14,690 | -1,200 | -7.6% | -$6.31万 | 减仓 |
| — | J P MORGAN EXCHANGE TRADED F | $76.17万 | 0.06% | 13,399 | 13,399 | — | $76.17万 | 新建仓 |
| DNP | DNP SELECT INCOME FD INC | $76.04万 | 0.06% | 70,472 | 1,462 | 2.1% | $1.58万 | 加仓 |
| HEI/A | HEICO CORP NEW | $75.29万 | 0.06% | 2,919 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $74.36万 | 0.06% | 18,807 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.70万 | 0.05% | 2,550 | -45 | -1.7% | -$1.27万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $71.64万 | 0.05% | 708 | 7 | 1.0% | $7,083 | 加仓 |
| CSCO | CISCO SYS INC | $70.83万 | 0.05% | 6,030 | 187 | 3.2% | $2.20万 | 加仓 |
| ESGE | ISHARES INC | $70.33万 | 0.05% | 12,859 | -1,013 | -7.3% | -$5.54万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $67.82万 | 0.05% | 14,489 | -345 | -2.3% | -$1.61万 | 减仓 |
| UNP | UNION PAC CORP | $67.13万 | 0.05% | 2,468 | 32 | 1.3% | $8,704 | 加仓 |
| VXF | VANGUARD INDEX FDS | $66.77万 | 0.05% | 2,712 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $65.67万 | 0.05% | 4,804 | 532 | 12.5% | $7.27万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $64.85万 | 0.05% | 15,956 | 3 | 0.0% | $122 | 加仓 |
| MUB | ISHARES TR | $64.00万 | 0.05% | 5,947 | -2,319 | -28.1% | -$24.96万 | 减仓 |
| TSLA | TESLA INC | $63.55万 | 0.05% | 1,511 | 95 | 6.7% | $4.00万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $62.92万 | 0.05% | 25,000 | 2,600 | 11.6% | $6.54万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $62.91万 | 0.05% | 24,047 | 5,500 | 29.7% | $14.39万 | 加仓 |
| META | META PLATFORMS INC | $61.65万 | 0.05% | 1,095 | 62 | 6.0% | $3.49万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $61.54万 | 0.05% | 629 | 38 | 6.4% | $3.72万 | 加仓 |
| IGM | ISHARES TR | $60.10万 | 0.04% | 3,674 | 0 | 0.0% | — | 不变 |
| EEMX | SPDR INDEX SHS FDS | $58.56万 | 0.04% | 10,814 | -400 | -3.6% | -$2.17万 | 减仓 |
| IWC | ISHARES TR | $57.19万 | 0.04% | 2,859 | -110 | -3.7% | -$2.20万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $56.78万 | 0.04% | 7,288 | 129 | 1.8% | $1.01万 | 加仓 |
| MBB | ISHARES TR | $56.76万 | 0.04% | 6,005 | -484 | -7.5% | -$4.57万 | 减仓 |
| EMR | EMERSON ELEC CO | $56.06万 | 0.04% | 3,916 | 196 | 5.3% | $2.81万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $54.71万 | 0.04% | 2,312 | -62 | -2.6% | -$1.47万 | 减仓 |
| IWD | ISHARES TR | $54.57万 | 0.04% | 2,251 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $53.48万 | 0.04% | 1,431 | 62 | 4.5% | $2.32万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $52.88万 | 0.04% | 1,915 | 1,915 | — | $52.88万 | 新建仓 |
| PEP | PEPSICO INC | $52.61万 | 0.04% | 3,885 | 32 | 0.8% | $4,333 | 加仓 |
| JMBS | JANUS DETROIT STR TR | $52.30万 | 0.04% | 11,625 | 11,625 | — | $52.30万 | 新建仓 |
| HYMB | SPDR SERIES TRUST | $52.01万 | 0.04% | 20,445 | 90 | 0.4% | $2,290 | 加仓 |
| CAT | CATERPILLAR INC | $51.65万 | 0.04% | 485 | 20 | 4.3% | $2.13万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $49.27万 | 0.04% | 5,984 | 23 | 0.4% | $1,894 | 加仓 |
| ESML | ISHARES TR | $48.77万 | 0.04% | 8,720 | -800 | -8.4% | -$4.47万 | 减仓 |
| AVSD | AMERICAN CENTY ETF TR | $48.49万 | 0.04% | 6,070 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $48.00万 | 0.04% | 1,890 | -278 | -12.8% | -$7.06万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $47.59万 | 0.04% | 1,407 | 94 | 7.2% | $3.18万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $47.34万 | 0.04% | 815 | 815 | — | $47.34万 | 新建仓 |
| RDDT | REDDIT INC | $47.25万 | 0.04% | 2,722 | 16 | 0.6% | $2,777 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $47.09万 | 0.04% | 5,320 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $46.14万 | 0.03% | 1,885 | 6 | 0.3% | $1,469 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $46.12万 | 0.03% | 9,190 | 2,600 | 39.5% | $13.05万 | 加仓 |
| GEV | GE VERNOVA INC | $45.95万 | 0.03% | 391 | 6 | 1.6% | $7,051 | 加仓 |
| IAU | ISHARES GOLD TR | $45.33万 | 0.03% | 6,003 | 0 | 0.0% | — | 不变 |
| USXF | ISHARES TR | $44.98万 | 0.03% | 6,477 | -450 | -6.5% | -$3.13万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $44.91万 | 0.03% | 2,357 | -60 | -2.5% | -$1.14万 | 减仓 |
| MRK | MERCK & CO INC | $44.49万 | 0.03% | 3,462 | -5 | -0.1% | -$642 | 减仓 |
| MLI | MUELLER INDS INC | $42.76万 | 0.03% | 3,478 | 1 | 0.0% | $123 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $40.69万 | 0.03% | 4,438 | 55 | 1.3% | $5,042 | 加仓 |
| TFI | SPDR SERIES TRUST | $39.42万 | 0.03% | 8,607 | -2,400 | -21.8% | -$10.99万 | 减仓 |
| AMAT | APPLIED MATLS INC | $38.68万 | 0.03% | 535 | 535 | — | $38.68万 | 新建仓 |
| V | VISA INC | $37.29万 | 0.03% | 1,087 | 73 | 7.2% | $2.50万 | 加仓 |
| RTX | RTX CORPORATION | $37.16万 | 0.03% | 1,959 | 34 | 1.8% | $6,450 | 加仓 |
| IDEV | ISHARES TR | $36.49万 | 0.03% | 4,100 | 1,100 | 36.7% | $9.79万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $36.11万 | 0.03% | 2,462 | -111 | -4.3% | -$1.63万 | 减仓 |
| CVX | CHEVRON CORPORATION | $35.38万 | 0.03% | 2,134 | 74 | 3.6% | $1.23万 | 加仓 |
| SHV | ISHARES TR | $34.98万 | 0.03% | 3,170 | -690 | -17.9% | -$7.61万 | 减仓 |
| GLD | SPDR GOLD TR | $33.78万 | 0.03% | 917 | -405 | -30.6% | -$14.92万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $33.37万 | 0.02% | 2,935 | 27 | 0.9% | $3,070 | 加仓 |
| ACWX | ISHARES TR | $33.26万 | 0.02% | 4,370 | -400 | -8.4% | -$3.04万 | 减仓 |