Red Tortoise LLC
ATLANTA GA · SEC CIK 0001910488
$2.40亿2026Q1 申报市值
588持仓数
48.5%前十大占比 · 第一大 11.8%
19 / 32新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BND 加仓+$272.00万
SCHO 加仓+$85.99万
SCHZ 加仓+$43.42万
SCHF 加仓+$18.85万
SERITAGE GROWTH 新建仓+$9.36万
2026Q1 卖出最多 按季末市值估算
VGLT 减仓-$38.35万
IEFA 减仓-$27.93万
SCHE 减仓-$21.46万
IVV 减仓-$11.50万
SCHB 减仓-$9.62万
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 |
|---|---|---|---|---|---|---|---|---|
| IWB | ISHARES RUSSELL 1000 ETF | $279.45万 | 1.16% | 7,837 | 7 | 0.1% | $2,496 | 加仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $322.15万 | 1.34% | 47,050 | 0 | 0.0% | — | 不变 |
| SCHP | SCHWAB US TIPS ETF | $326.86万 | 1.36% | 122,832 | -209 | -0.2% | -$5,561 | 减仓 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $344.65万 | 1.43% | 148,447 | 18,703 | 14.4% | $43.42万 | 加仓 |
| SPYV | STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF | $400.80万 | 1.67% | 70,838 | 181 | 0.3% | $1.02万 | 加仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $450.37万 | 1.87% | 61,158 | 36,937 | 152.5% | $272.00万 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $453.99万 | 1.89% | 70,848 | -115 | -0.2% | -$7,369 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $483.69万 | 2.01% | 25,217 | -457 | -1.8% | -$8.77万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $527.90万 | 2.20% | 75,221 | -249 | -0.3% | -$1.75万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $549.71万 | 2.29% | 28,037 | -136 | -0.5% | -$2.67万 | 减仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $643.11万 | 2.68% | 264,983 | 35,432 | 15.4% | $85.99万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $643.93万 | 2.68% | 30,137 | 101 | 0.3% | $2.16万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $707.88万 | 2.95% | 254,175 | -1,868 | -0.7% | -$5.20万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $734.84万 | 3.06% | 286,631 | 1,695 | 0.6% | $4.35万 | 加仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $772.43万 | 3.22% | 139,542 | -6,928 | -4.7% | -$38.35万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $835.64万 | 3.48% | 92,305 | -3,085 | -3.2% | -$27.93万 | 减仓 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $1,015.15万 | 4.23% | 308,145 | -6,513 | -2.1% | -$21.46万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $1,233.97万 | 5.14% | 18,891 | -176 | -0.9% | -$11.50万 | 减仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $2,231.87万 | 9.29% | 456,225 | -1,377 | -0.3% | -$6.74万 | 减仓 |
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $2,843.05万 | 11.83% | 1,149,146 | 7,619 | 0.7% | $18.85万 | 加仓 |