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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES S&P 500 GROWTH ETF | $14.89万 | 0.06% | 1,316 | 0 | 0.0% | — | 不变 |
| EMB | ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | $14.79万 | 0.06% | 1,574 | 13 | 0.8% | $1,221 | 加仓 |
| IEO | ISHARES U.S. OIL & GAS EXPLORATION & PRODUCTION ETF | $14.46万 | 0.06% | 1,157 | 4 | 0.3% | $500 | 加仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $12.68万 | 0.05% | 661 | 3 | 0.5% | $576 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $12.53万 | 0.05% | 867 | 0 | 0.0% | — | 不变 |
| FNDA | SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF | $12.44万 | 0.05% | 3,836 | -368 | -8.8% | -$1.19万 | 减仓 |
| V | VISA INC COM CL A | $12.17万 | 0.05% | 403 | 1 | 0.2% | $302 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $12.10万 | 0.05% | 411 | -1 | -0.2% | -$294 | 减仓 |
| KLAC | KLA CORP COM NEW | $11.62万 | 0.05% | 79 | 0 | 0.0% | — | 不变 |
| VTEI | VANGUARD INTERMEDIATE-TERM TAX-EXEMPT BOND ETF | $11.14万 | 0.05% | 1,115 | 6 | 0.5% | $599 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $11.12万 | 0.05% | 455 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $10.62万 | 0.04% | 683 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $10.25万 | 0.04% | 3,342 | 18 | 0.5% | $552 | 加仓 |
| — | SERITAGE GROWTH PPTYS CL A | $9.36万 | 0.04% | 33,292 | 33,292 | — | $9.36万 | 新建仓 |
| FCBC | FIRST CMNTY BANKSHARES INC VA COM | $8.62万 | 0.04% | 2,075 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. COM | $8.37万 | 0.03% | 870 | 0 | 0.0% | — | 不变 |
| T | AT&T INC COM | $8.11万 | 0.03% | 2,799 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION COM | $8.11万 | 0.03% | 81 | 0 | 0.0% | — | 不变 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $7.54万 | 0.03% | 958 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND | $7.45万 | 0.03% | 1,428 | 12 | 0.8% | $626 | 加仓 |
| LOW | LOWES COS INC COM | $7.32万 | 0.03% | 310 | -3 | -1.0% | -$709 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $7.21万 | 0.03% | 679 | 3 | 0.4% | $319 | 加仓 |
| DFSE | DFA EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | $7.05万 | 0.03% | 1,663 | -188 | -10.2% | -$7,965 | 减仓 |
| INVH | INVITATION HOMES INC COM | $6.85万 | 0.03% | 2,755 | 2,225 | 419.8% | $5.53万 | 加仓 |
| VIGI | VANGUARD INTERNATIONAL DIVIDEND APPRECIATION ETF | $6.66万 | 0.03% | 753 | 5 | 0.7% | $443 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $6.53万 | 0.03% | 138 | -12 | -8.0% | -$5,679 | 减仓 |
| ED | CONSOLIDATED EDISON INC COM | $6.27万 | 0.03% | 554 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO S&P 500 QUALITY ETF | $6.23万 | 0.03% | 829 | 3 | 0.4% | $226 | 加仓 |
| QDF | FLEXSHARES QUALITY DIVIDEND INDEX FUND | $6.19万 | 0.03% | 783 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC COM | $6.08万 | 0.03% | 784 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $6.08万 | 0.03% | 249 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $5.79万 | 0.02% | 310 | -14 | -4.3% | -$2,615 | 减仓 |
| RTX | RTX CORPORATION COM | $5.71万 | 0.02% | 296 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $5.68万 | 0.02% | 611 | 1 | 0.2% | $93 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $5.47万 | 0.02% | 226 | -3 | -1.3% | -$726 | 减仓 |
| AVAV | AEROVIRONMENT INC COM | $5.02万 | 0.02% | 274 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $4.78万 | 0.02% | 989 | 4 | 0.4% | $193 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $4.75万 | 0.02% | 234 | -8 | -3.3% | -$1,625 | 减仓 |
| KO | COCA COLA CO COM | $4.36万 | 0.02% | 573 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD LARGE-CAP ETF | $4.21万 | 0.02% | 141 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP CL A | $4.05万 | 0.02% | 346 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP COM | $4.05万 | 0.02% | 830 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC COM | $4.03万 | 0.02% | 353 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP CL A | $3.79万 | 0.02% | 300 | 0 | 0.0% | — | 不变 |
| AMH | AMERICAN HOMES 4 RENT CL A | $3.72万 | 0.02% | 1,332 | 1,332 | — | $3.72万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $3.68万 | 0.02% | 147 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY CL A | $3.61万 | 0.02% | 592 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $3.55万 | 0.01% | 179 | 0 | 0.0% | — | 不变 |
| PTF | INVESCO DORSEY WRIGHT TECHNOLOGY MOMENTUM ETF | $3.37万 | 0.01% | 390 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDGS INC COM | $3.32万 | 0.01% | 682 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC COM | $3.21万 | 0.01% | 267 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC COM | $3.17万 | 0.01% | 192 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG SPONSORED ADR | $3.16万 | 0.01% | 207 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC CL B | $3.15万 | 0.01% | 596 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $3.14万 | 0.01% | 36 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $3.12万 | 0.01% | 224 | 0 | 0.0% | — | 不变 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $3.09万 | 0.01% | 279 | 1 | 0.4% | $111 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $3.03万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC COM | $2.97万 | 0.01% | 88 | 50 | 131.6% | $1.69万 | 加仓 |
| PDP | INVESCO DORSEY WRIGHT MOMENTUM ETF | $2.96万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL COM | $2.90万 | 0.01% | 153 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $2.90万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO RAFI US 1500 SMALL-MID ETF | $2.87万 | 0.01% | 625 | 0 | 0.0% | — | 不变 |
| NAPR | INNOVATOR GROWTH-100 POWER BUFFER ETF - APRIL | $2.85万 | 0.01% | 521 | 0 | 0.0% | — | 不变 |
| — | TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF | $2.81万 | 0.01% | 280 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION COM | $2.71万 | 0.01% | 481 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $2.67万 | 0.01% | 336 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $2.67万 | 0.01% | 392 | 1 | 0.3% | $68 | 加仓 |
| HD | HOME DEPOT INC COM | $2.65万 | 0.01% | 81 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC COM NEW | $2.64万 | 0.01% | 233 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $2.64万 | 0.01% | 91 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC COM | $2.63万 | 0.01% | 144 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC SPON ADR NEW | $2.59万 | 0.01% | 455 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC COM | $2.59万 | 0.01% | 96 | 12 | 14.3% | $3,232 | 加仓 |
| ALL | ALLSTATE CORP COM | $2.58万 | 0.01% | 124 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC COM | $2.56万 | 0.01% | 312 | 0 | 0.0% | — | 不变 |
| AIQ | GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF | $2.52万 | 0.01% | 541 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC COM | $2.51万 | 0.01% | 79 | 0 | 0.0% | — | 不变 |
| DWAS | INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF | $2.51万 | 0.01% | 255 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $2.47万 | 0.01% | 276 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP COM | $2.44万 | 0.01% | 525 | 300 | 133.3% | $1.39万 | 加仓 |
| FV | FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | $2.42万 | 0.01% | 401 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC COM | $2.42万 | 0.01% | 169 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $2.42万 | 0.01% | 65 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $2.36万 | 0.01% | 112 | 1 | 0.9% | $211 | 加仓 |
| HDEF | XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF | $2.34万 | 0.01% | 721 | 3 | 0.4% | $97 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $2.30万 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $2.27万 | 0.01% | 55 | 1 | 1.9% | $413 | 加仓 |
| DINO | HF SINCLAIR CORP COM | $2.27万 | 0.01% | 364 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION COM | $2.26万 | 0.01% | 109 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $2.24万 | 0.01% | 149 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION COM | $2.22万 | 0.01% | 202 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $2.21万 | 0.01% | 142 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP COM | $2.16万 | 0.01% | 63 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $2.13万 | 0.01% | 146 | 0 | 0.0% | — | 不变 |
| LEMB | ISHARES J.P. MORGAN EM LOCAL CURRENCY BOND ETF | $2.13万 | 0.01% | 521 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $2.11万 | 0.01% | 274 | 274 | — | $2.11万 | 新建仓 |
| DHI | D R HORTON INC COM | $2.11万 | 0.01% | 154 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P SMALL-CAP 600 VALUE ETF | $2.03万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| BNY | BANK NEW YORK MELLON CORP COM | $1.98万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |