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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $1.07亿 | 7.98% | 142,937 | -2,363 | -1.6% | -$176.96万 | 减仓 |
| STIP | ISHARES TR | $9,204.48万 | 6.86% | 900,987 | 60,756 | 7.2% | $620.68万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $5,323.52万 | 3.97% | 415,640 | 23,353 | 6.0% | $299.11万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $3,572.98万 | 2.66% | 705,007 | 89,768 | 14.6% | $454.94万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $3,364.58万 | 2.51% | 664,214 | 73,075 | 12.4% | $370.16万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $3,231.58万 | 2.41% | 1,420,474 | 19,322 | 1.4% | $43.96万 | 加仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $2,736.08万 | 2.04% | 495,847 | 57,195 | 13.0% | $315.60万 | 加仓 |
| SGOV | ISHARES TR | $2,646.77万 | 1.97% | 262,915 | -25,835 | -8.9% | -$260.08万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $2,593.45万 | 1.93% | 978,659 | 48,996 | 5.3% | $129.84万 | 加仓 |
| MTBA | SIMPLIFY EXCHANGE TRADED FUN | $2,588.00万 | 1.93% | 527,409 | 12,171 | 2.4% | $59.72万 | 加仓 |
| IEMG | ISHARES INC | $2,447.77万 | 1.82% | 295,482 | -11,048 | -3.6% | -$91.52万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $2,170.92万 | 1.62% | 737,656 | -8,238 | -1.1% | -$24.24万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $2,090.09万 | 1.56% | 404,352 | 3,228 | 0.8% | $16.69万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,974.87万 | 1.47% | 90,620 | 1,526 | 1.7% | $33.26万 | 加仓 |
| ITOT | ISHARES TR | $1,911.71万 | 1.42% | 116,376 | 1,033 | 0.9% | $16.97万 | 加仓 |
| IWB | ISHARES TR | $1,904.95万 | 1.42% | 46,519 | -444 | -0.9% | -$18.18万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,882.75万 | 1.40% | 319,219 | 35,748 | 12.6% | $210.84万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,797.43万 | 1.34% | 24,069 | -318 | -1.3% | -$23.75万 | 减仓 |
| BOXX | EA SERIES TRUST | $1,784.53万 | 1.33% | 152,407 | 7,591 | 5.2% | $88.88万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $1,757.90万 | 1.31% | 365,315 | 4,688 | 1.3% | $22.56万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $1,740.58万 | 1.30% | 336,148 | -695 | -0.2% | -$3.60万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $1,671.52万 | 1.25% | 190,204 | -5,220 | -2.7% | -$45.87万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $1,558.12万 | 1.16% | 205,882 | 180 | 0.1% | $1.36万 | 加仓 |
| AAPL | APPLE INC | $1,493.28万 | 1.11% | 51,606 | 780 | 1.5% | $22.57万 | 加仓 |
| IEFA | ISHARES TR | $1,472.41万 | 1.10% | 152,455 | -3,075 | -2.0% | -$29.70万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $1,434.12万 | 1.07% | 38,756 | -541 | -1.4% | -$20.02万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,433.98万 | 1.07% | 284,576 | 7,664 | 2.8% | $38.62万 | 加仓 |
| IJR | ISHARES TR | $1,426.79万 | 1.06% | 96,204 | -2,815 | -2.8% | -$41.75万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,424.71万 | 1.06% | 354,317 | 2,983 | 0.8% | $11.99万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $1,419.40万 | 1.06% | 273,990 | 2,199 | 0.8% | $11.39万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $1,357.93万 | 1.01% | 235,466 | 14,060 | 6.4% | $81.08万 | 加仓 |
| CARY | ANGEL OAK FUNDS TRUST | $1,352.83万 | 1.01% | 651,023 | -11,620 | -1.8% | -$24.15万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,351.52万 | 1.01% | 570,742 | 9,435 | 1.7% | $22.34万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,333.23万 | 0.99% | 300,547 | 4,427 | 1.5% | $19.64万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $1,280.39万 | 0.95% | 184,695 | 3,989 | 2.2% | $27.65万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,279.06万 | 0.95% | 310,076 | 1,501 | 0.5% | $6.19万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $1,247.25万 | 0.93% | 464,700 | 36,222 | 8.5% | $97.22万 | 加仓 |
| VV | VANGUARD INDEX FDS | $1,187.14万 | 0.88% | 34,519 | 202 | 0.6% | $6.95万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,178.91万 | 0.88% | 165,461 | -5,098 | -3.0% | -$36.32万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,168.75万 | 0.87% | 121,127 | -2,228 | -1.8% | -$21.50万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $1,134.24万 | 0.85% | 292,404 | 2,390 | 0.8% | $9.27万 | 加仓 |
| MLN | VANECK ETF TRUST | $1,127.94万 | 0.84% | 634,387 | 37,530 | 6.3% | $66.73万 | 加仓 |
| IUSV | ISHARES TR | $1,102.38万 | 0.82% | 100,080 | -1,234 | -1.2% | -$13.59万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,083.28万 | 0.81% | 181,484 | -4,294 | -2.3% | -$25.63万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $980.44万 | 0.73% | 181,496 | 804 | 0.4% | $4.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $908.66万 | 0.68% | 18,159 | 476 | 2.7% | $23.82万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $901.90万 | 0.67% | 249,627 | -4,492 | -1.8% | -$16.23万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $891.96万 | 0.66% | 71,494 | -1,441 | -2.0% | -$17.98万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $862.70万 | 0.64% | 105,284 | 8,033 | 8.3% | $65.82万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $852.55万 | 0.64% | 199,815 | -4,123 | -2.0% | -$17.59万 | 减仓 |
| DGS | WISDOMTREE TR | $829.69万 | 0.62% | 128,217 | -2,923 | -2.2% | -$18.91万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $754.63万 | 0.56% | 180,837 | 8,686 | 5.0% | $36.25万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $737.73万 | 0.55% | 95,289 | 3,999 | 4.4% | $30.96万 | 加仓 |
| — | NUVEEN AMT-FREE MUN VALUE FD | $734.91万 | 0.55% | 511,065 | -14,042 | -2.7% | -$20.19万 | 减仓 |
| AVTM | AMERICAN CENTY ETF TR | $670.08万 | 0.50% | 123,076 | -2,400 | -1.9% | -$13.07万 | 减仓 |
| PGR | PROGRESSIVE CORP | $648.77万 | 0.48% | 29,699 | 31 | 0.1% | $6,772 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $648.64万 | 0.48% | 78,776 | -121 | -0.2% | -$9,963 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $624.31万 | 0.47% | 265,440 | -2,396 | -0.9% | -$5.64万 | 减仓 |
| IVE | ISHARES TR | $623.28万 | 0.46% | 27,450 | -396 | -1.4% | -$8.99万 | 减仓 |
| MINO | PIMCO ETF TR | $576.94万 | 0.43% | 126,080 | 16,190 | 14.7% | $74.09万 | 加仓 |
| — | NUVEEN SELECT MAT MUN FD | $537.18万 | 0.40% | 570,254 | -940 | -0.2% | -$8,855 | 减仓 |
| NYM | AB ACTIVE ETFS INC | $505.15万 | 0.38% | 201,018 | 201,018 | — | $505.15万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $487.91万 | 0.36% | 9,340 | -27 | -0.3% | -$1.41万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $482.61万 | 0.36% | 46,832 | -543 | -1.1% | -$5.60万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $476.83万 | 0.36% | 30,905 | -942 | -3.0% | -$14.53万 | 减仓 |
| — | NUVEEN N Y MUN VALUE FD | $470.34万 | 0.35% | 538,148 | -11,500 | -2.1% | -$10.05万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $468.94万 | 0.35% | 19,299 | -1,134 | -5.5% | -$27.55万 | 减仓 |
| IXUS | ISHARES TR | $467.72万 | 0.35% | 49,007 | -3,630 | -6.9% | -$34.64万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $440.89万 | 0.33% | 6,419 | 1 | 0.0% | $687 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $440.71万 | 0.33% | 67,181 | -562 | -0.8% | -$3.69万 | 减仓 |
| VB | VANGUARD INDEX FDS | $435.50万 | 0.32% | 14,367 | 650 | 4.7% | $19.70万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $420.75万 | 0.31% | 145,287 | -1,044 | -0.7% | -$3.02万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $386.34万 | 0.29% | 43,312 | 1,500 | 3.6% | $13.38万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $385.41万 | 0.29% | 139,138 | 181 | 0.1% | $5,014 | 加仓 |
| QUAL | ISHARES TR | $380.14万 | 0.28% | 17,324 | -475 | -2.7% | -$10.42万 | 减仓 |
| WULF | TERAWULF INC | $378.47万 | 0.28% | 153,225 | 4 | 0.0% | $99 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $371.33万 | 0.28% | 49,974 | -1,489 | -2.9% | -$11.06万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $368.37万 | 0.27% | 43,984 | -265 | -0.6% | -$2.22万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $367.17万 | 0.27% | 79,732 | 74,232 | 1,349.7% | $341.84万 | 加仓 |
| LTPZ | PIMCO ETF TR | $362.13万 | 0.27% | 71,497 | 9,800 | 15.9% | $49.64万 | 加仓 |
| IJS | ISHARES TR | $360.18万 | 0.27% | 26,352 | -48 | -0.2% | -$6,561 | 减仓 |
| MSFT | MICROSOFT CORP | $356.21万 | 0.27% | 9,549 | 51 | 0.5% | $1.90万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $349.72万 | 0.26% | 32,052 | -200 | -0.6% | -$2.18万 | 减仓 |
| DIHP | DIMENSIONAL ETF TRUST | $336.96万 | 0.25% | 98,742 | -3,598 | -3.5% | -$12.28万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $331.54万 | 0.25% | 65,548 | -1,031 | -1.5% | -$5.21万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $328.70万 | 0.24% | 36,038 | 1,687 | 4.9% | $15.39万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $319.36万 | 0.24% | 68,554 | 4,924 | 7.7% | $22.94万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $289.23万 | 0.22% | 83,088 | -1,629 | -1.9% | -$5.67万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $282.72万 | 0.21% | 77,970 | 50 | 0.1% | $1,813 | 加仓 |
| — | PUTNAM ETF TRUST | $282.33万 | 0.21% | 354,245 | 75,340 | 27.0% | $60.05万 | 加仓 |
| — | VANGUARD NY TAX FREE FDS | $264.26万 | 0.20% | 25,410 | -1,387 | -5.2% | -$14.42万 | 减仓 |
| TLT | ISHARES TR | $263.75万 | 0.20% | 30,520 | -13,589 | -30.8% | -$117.44万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $261.29万 | 0.19% | 44,895 | -15,179 | -25.3% | -$88.34万 | 减仓 |
| OEF | ISHARES TR | $253.07万 | 0.19% | 6,917 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $245.24万 | 0.18% | 7,492 | 146 | 2.0% | $4.78万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $239.10万 | 0.18% | 11,950 | 2,516 | 26.7% | $50.34万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $236.63万 | 0.18% | 95,958 | 31,016 | 47.8% | $76.49万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $225.91万 | 0.17% | 17,083 | -443 | -2.5% | -$5.86万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $204.00万 | 0.15% | 40,000 | -10,000 | -20.0% | -$51.00万 | 减仓 |
| QQQ | INVESCO QQQ TR | $196.94万 | 0.15% | 2,674 | 99 | 3.8% | $7.29万 | 加仓 |