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 |
|---|---|---|---|---|---|---|---|---|
| ESGD | ISHARES TR | $28.65万 | 0.02% | 2,996 | 55 | 1.9% | $5,259 | 加仓 |
| VO | VANGUARD INDEX FDS | $28.44万 | 0.02% | 990 | -364 | -26.9% | -$10.46万 | 减仓 |
| T | AT&T INC | $28.43万 | 0.02% | 9,808 | 750 | 8.3% | $2.17万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $28.11万 | 0.02% | 964 | -91 | -8.6% | -$2.65万 | 减仓 |
| NULV | NUSHARES ETF TR | $27.37万 | 0.02% | 6,015 | -600 | -9.1% | -$2.73万 | 减仓 |
| JSCP | J P MORGAN EXCHANGE TRADED F | $26.94万 | 0.02% | 5,695 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL | $26.49万 | 0.02% | 210 | 6 | 2.9% | $7,567 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $26.41万 | 0.02% | 6,580 | 0 | 0.0% | — | 不变 |
| ESGU | ISHARES TR | $26.33万 | 0.02% | 1,862 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $26.21万 | 0.02% | 2,908 | 74 | 2.6% | $6,670 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $25.76万 | 0.02% | 13,800 | -44 | -0.3% | -$821 | 减仓 |
| IWR | ISHARES TR | $25.75万 | 0.02% | 2,648 | 0 | 0.0% | — | 不变 |
| SPYX | SPDR SERIES TRUST | $25.64万 | 0.02% | 4,835 | 0 | 0.0% | — | 不变 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $25.34万 | 0.02% | 5,500 | 5,500 | — | $25.34万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $25.26万 | 0.02% | 1,275 | -100 | -7.3% | -$1.98万 | 减仓 |
| SHYD | VANECK ETF TRUST | $25.07万 | 0.02% | 11,065 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES TR | $25.07万 | 0.02% | 3,000 | 3,000 | — | $25.07万 | 新建仓 |
| — | HONEYWELL INTL INC | $25.04万 | 0.02% | 1,108 | 35 | 3.3% | $7,909 | 加仓 |
| EBC | EASTERN BANKSHARES INC | $24.41万 | 0.02% | 12,478 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $23.90万 | 0.02% | 6,222 | 677 | 12.2% | $2.60万 | 加仓 |
| LEMB | ISHARES INC | $23.46万 | 0.02% | 5,750 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $23.07万 | 0.02% | 1,484 | 22 | 1.5% | $3,420 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $23.00万 | 0.02% | 1,391 | 74 | 5.6% | $1.22万 | 加仓 |
| ABBV | ABBVIE INC | $22.79万 | 0.02% | 1,048 | 70 | 7.2% | $1.52万 | 加仓 |
| IUSG | ISHARES TR | $22.30万 | 0.02% | 1,438 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $22.21万 | 0.02% | 910 | 23 | 2.6% | $5,614 | 重新持有 |
| RSP | INVESCO EXCHANGE TRADED FD T | $21.88万 | 0.02% | 1,140 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $21.46万 | 0.02% | 4,347 | -1,019 | -19.0% | -$5.03万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $21.20万 | 0.02% | 1,568 | 27 | 1.8% | $3,651 | 加仓 |
| DVY | ISHARES TR | $21.11万 | 0.02% | 1,394 | 109 | 8.5% | $1.65万 | 重新持有 |
| SCHD | SCHWAB STRATEGIC TR | $20.85万 | 0.02% | 6,795 | 69 | 1.0% | $2,117 | 重新持有 |
| — | ISHARES TR | $20.58万 | 0.02% | 2,900 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $20.26万 | 0.02% | 4,036 | -321 | -7.4% | -$1.61万 | 重新持有 |
| HEFA | ISHARES TR | $20.26万 | 0.02% | 4,767 | 0 | 0.0% | — | 重新持有 |
| VCR | VANGUARD WORLD FD | $20.21万 | 0.02% | 563 | 0 | 0.0% | — | 不变 |
| USFR | WISDOMTREE TR | $20.14万 | 0.02% | 4,000 | 4,000 | — | $20.14万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.06万 | 0.02% | 5,300 | -620 | -10.5% | -$2.35万 | 重新持有 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $20.01万 | 0.02% | 957 | 3 | 0.3% | $627 | 加仓 |
| — | EMPIRE ST RLTY OP L P | $9.52万 | 0.01% | 18,897 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $8.78万 | 0.01% | 5,527 | 1,007 | 22.3% | $1.60万 | 重新持有 |
| — | HYPERFINE INC | $7.78万 | 0.01% | 72,000 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $5.94万 | 0.00% | 1,320,000 | 1,295,700 | 5,332.1% | $5.83万 | 加仓 |
| NUVB | NUVATION BIO INC | $5.90万 | 0.00% | 13,752 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $1.30万 | 0.00% | 153 | 26 | 20.5% | $2,206 | 重新持有 |
| AXSM | AXSOME THERAPEUTICS INC. 看跌期权 | $7,536 | 0.00% | 80,000 | 79,200 | 9,900.0% | $7,461 | 加仓 |
| QXO | QXO INC | $4,603 | 0.00% | 237 | 230 | 3,285.7% | $4,467 | 重新持有 |
| INVH | INVITATION HOMES INC | $3,032 | 0.00% | 122 | 118 | 2,950.0% | $2,933 | 重新持有 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $143 | 0.00% | 50,000 | 50,000 | — | $143 | 新建仓 |
| INVH | INVITATION HOMES INC 看涨期权 | $120 | 0.00% | 20,000 | 20,000 | — | $120 | 新建仓 |
| NDAQ | NASDAQ INC 看涨期权 | $49 | 0.00% | 10,000 | 9,800 | 4,900.0% | $48 | 重新持有 |
| QXO | QXO INC 看涨期权 | $46 | 0.00% | 20,000 | 19,900 | 19,900.0% | $46 | 重新持有 |
| MBLY | MOBILEYE GLOBAL INC 看涨期权 | $15 | 0.00% | 30,000 | 30,000 | — | $15 | 新建仓 |
| JAAA | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -152,728 | -100.0% | -$772.50万 | 清仓 |
| DFSD | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -124,188 | -100.0% | -$595.48万 | 清仓 |
| NUV | NUVEEN MUN VALUE FD INC | $0 | 0.00% | 0 | -112,749 | -100.0% | -$102.15万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -1,173 | -100.0% | -$41.21万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -1,144 | -100.0% | -$27.73万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -551 | -100.0% | -$27.03万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -3,628 | -100.0% | -$25.36万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -1,452 | -100.0% | -$23.37万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -795 | -100.0% | -$21.33万 | 清仓 |
| USMV | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | INVESCO CURRENCYSHARES BRIT | $0 | 0.00% | 0 | -1,545 | -100.0% | -$20.05万 | 清仓 |
| RLMD | RELMADA THERAPEUTICS INC | $0 | 0.00% | 0 | -13,909 | -100.0% | -$6.72万 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PGR | PROGRESSIVE CORP 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$108 | 清仓 |