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 |
|---|---|---|---|---|---|---|---|---|
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | $2,843.05万 | 11.83% | 1,149,146 | 7,619 | 0.7% | $18.85万 | 加仓 |
| FNDF | SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF | $2,231.87万 | 9.29% | 456,225 | -1,377 | -0.3% | -$6.74万 | 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 |
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | $1,015.15万 | 4.23% | 308,145 | -6,513 | -2.1% | -$21.46万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $835.64万 | 3.48% | 92,305 | -3,085 | -3.2% | -$27.93万 | 减仓 |
| VGLT | VANGUARD LONG-TERM TREASURY ETF | $772.43万 | 3.22% | 139,542 | -6,928 | -4.7% | -$38.35万 | 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 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $707.88万 | 2.95% | 254,175 | -1,868 | -0.7% | -$5.20万 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $643.93万 | 2.68% | 30,137 | 101 | 0.3% | $2.16万 | 加仓 |
| SCHO | SCHWAB SHORT-TERM US TREASURY ETF | $643.11万 | 2.68% | 264,983 | 35,432 | 15.4% | $85.99万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $549.71万 | 2.29% | 28,037 | -136 | -0.5% | -$2.67万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $527.90万 | 2.20% | 75,221 | -249 | -0.3% | -$1.75万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $483.69万 | 2.01% | 25,217 | -457 | -1.8% | -$8.77万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $453.99万 | 1.89% | 70,848 | -115 | -0.2% | -$7,369 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $450.37万 | 1.87% | 61,158 | 36,937 | 152.5% | $272.00万 | 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 |
| SCHZ | SCHWAB US AGGREGATE BOND ETF | $344.65万 | 1.43% | 148,447 | 18,703 | 14.4% | $43.42万 | 加仓 |
| SCHP | SCHWAB US TIPS ETF | $326.86万 | 1.36% | 122,832 | -209 | -0.2% | -$5,561 | 减仓 |
| ACWX | ISHARES MSCI ACWI EX U.S. ETF | $322.15万 | 1.34% | 47,050 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES RUSSELL 1000 ETF | $279.45万 | 1.16% | 7,837 | 7 | 0.1% | $2,496 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $278.12万 | 1.16% | 39,874 | -576 | -1.4% | -$4.02万 | 减仓 |
| PXF | INVESCO RAFI DEVELOPED MARKETS EX-U.S. ETF | $277.91万 | 1.16% | 39,758 | -495 | -1.2% | -$3.46万 | 减仓 |
| SCHB | SCHWAB U.S. BROAD MARKET ETF | $246.83万 | 1.03% | 98,340 | -3,833 | -3.8% | -$9.62万 | 减仓 |
| FNDE | SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF | $241.72万 | 1.01% | 63,177 | 251 | 0.4% | $9,603 | 加仓 |
| DFIV | DFA INTERNATIONAL VALUE ETF | $239.50万 | 1.00% | 45,376 | 74 | 0.2% | $3,906 | 加仓 |
| DWX | STATE STREET SPDR S&P INTERNATIONAL DIVIDEND ETF | $223.13万 | 0.93% | 48,930 | 232 | 0.5% | $1.06万 | 加仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $217.01万 | 0.90% | 9,990 | 53 | 0.5% | $1.15万 | 加仓 |
| BAC | BANK OF AMER CORP COM 看跌期权 | $213.04万 | 0.89% | 43,700 | -6,300 | -12.6% | -$30.71万 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $199.86万 | 0.83% | 18,766 | -395 | -2.1% | -$4.21万 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $190.78万 | 0.79% | 35,297 | -543 | -1.5% | -$2.93万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $188.95万 | 0.79% | 37,874 | -1,144 | -2.9% | -$5.71万 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $188.11万 | 0.78% | 12,701 | -404 | -3.1% | -$5.98万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $166.89万 | 0.69% | 6,730 | -146 | -2.1% | -$3.62万 | 减仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $165.29万 | 0.69% | 29,106 | 0 | 0.0% | — | 不变 |
| DFUS | DIMENSIONAL U.S. EQUITY MARKET ETF | $164.39万 | 0.68% | 23,182 | 17 | 0.1% | $1,205 | 加仓 |
| IQDF | FLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUND | $154.93万 | 0.64% | 48,919 | 1,283 | 2.7% | $4.06万 | 加仓 |
| SPTL | STATE STREET SPDR PORTFOLIO LONG TERM TREASURY ETF | $152.61万 | 0.64% | 58,027 | -1,706 | -2.9% | -$4.49万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $147.55万 | 0.61% | 7,269 | 0 | 0.0% | — | 不变 |
| IAUM | ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST | $145.11万 | 0.60% | 31,072 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC COM | $145.09万 | 0.60% | 5,717 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD RUSSELL 2000 ETF | $140.45万 | 0.58% | 14,026 | 254 | 1.8% | $2.54万 | 加仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $134.04万 | 0.56% | 2,061 | 1 | 0.0% | $650 | 加仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $133.65万 | 0.56% | 22,830 | 112 | 0.5% | $6,556 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $133.19万 | 0.55% | 13,713 | -4 | -0.0% | -$389 | 减仓 |
| FNDB | SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF | $126.93万 | 0.53% | 46,664 | -66 | -0.1% | -$1,795 | 减仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $121.00万 | 0.50% | 16,112 | 24 | 0.1% | $1,802 | 加仓 |
| MSFT | MICROSOFT CORP COM | $119.09万 | 0.50% | 3,217 | -4 | -0.1% | -$1,481 | 减仓 |
| XAR | STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF | $116.92万 | 0.49% | 4,604 | 2 | 0.0% | $508 | 加仓 |
| — | ISHARES MSCI AGRICULTURE PRODUCERS ETF | $113.10万 | 0.47% | 25,000 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE U.S. AGGREGATE BOND ETF | $110.62万 | 0.46% | 11,143 | 71 | 0.6% | $7,048 | 加仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $109.67万 | 0.46% | 37,714 | 2 | 0.0% | $58 | 加仓 |
| AMZN | AMAZON COM INC COM | $109.55万 | 0.46% | 5,260 | -14 | -0.3% | -$2,916 | 减仓 |
| SCHK | SCHWAB 1000 INDEX ETF | $103.99万 | 0.43% | 33,192 | -83 | -0.2% | -$2,600 | 减仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $102.45万 | 0.43% | 14,307 | 0 | 0.0% | — | 不变 |
| ISHG | ISHARES 1-3 YEAR INTERNATIONAL TREASURY BOND ETF | $101.34万 | 0.42% | 13,660 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL US MARKETWIDE VALUE ETF | $86.53万 | 0.36% | 17,856 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $86.33万 | 0.36% | 3,009 | 38 | 1.3% | $1.09万 | 加仓 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $75.58万 | 0.31% | 7,992 | -170 | -2.1% | -$1.61万 | 减仓 |
| PXH | INVESCO RAFI EMERGING MARKETS ETF | $73.06万 | 0.30% | 27,150 | -976 | -3.5% | -$2.63万 | 减仓 |
| REMX | VANECK RARE EARTH AND STRATEGIC METALS ETF | $68.64万 | 0.29% | 7,800 | 0 | 0.0% | — | 不变 |
| IWP | ISHARES RUSSELL MID-CAP GROWTH ETF | $67.78万 | 0.28% | 5,290 | -20 | -0.4% | -$2,563 | 减仓 |
| URA | GLOBAL X URANIUM ETF | $66.95万 | 0.28% | 13,823 | 558 | 4.2% | $2.70万 | 加仓 |
| MLRG | ISHARES MORNINGSTAR U.S. EQUITY ETF | $64.99万 | 0.27% | 7,232 | -83 | -1.1% | -$7,458 | 减仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $62.90万 | 0.26% | 4,316 | -26 | -0.6% | -$3,789 | 减仓 |
| EFV | ISHARES MSCI EAFE VALUE ETF | $59.23万 | 0.25% | 7,966 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES MORNINGSTAR GROWTH ETF | $57.67万 | 0.24% | 6,040 | -34 | -0.6% | -$3,246 | 减仓 |
| VYMI | VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF | $56.59万 | 0.24% | 6,005 | 46 | 0.8% | $4,335 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $55.26万 | 0.23% | 3,650 | 4 | 0.1% | $606 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $54.53万 | 0.23% | 3,126 | 20 | 0.6% | $3,489 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $52.47万 | 0.22% | 909 | 1 | 0.1% | $577 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $51.06万 | 0.21% | 2,374 | 6 | 0.3% | $1,290 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $49.47万 | 0.21% | 1,720 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES IBONDS DEC 2026 TERM MUNI BOND ETF | $44.88万 | 0.19% | 17,511 | 69 | 0.4% | $1,769 | 加仓 |
| ORCL | ORACLE CORP COM | $40.01万 | 0.17% | 2,720 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $38.46万 | 0.16% | 1,199 | 3 | 0.3% | $962 | 加仓 |
| VONE | VANGUARD RUSSELL 1000 ETF | $38.21万 | 0.16% | 1,295 | 2 | 0.2% | $590 | 加仓 |
| QDEF | FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND | $30.16万 | 0.13% | 3,779 | 10 | 0.3% | $798 | 加仓 |
| VCR | VANGUARD CONSUMER DISCRETIONARY ETF | $29.15万 | 0.12% | 812 | -7 | -0.9% | -$2,513 | 减仓 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $27.87万 | 0.12% | 888 | -4 | -0.4% | -$1,255 | 减仓 |
| BSV | VANGUARD SHORT-TERM BOND ETF | $25.78万 | 0.11% | 3,288 | 171 | 5.5% | $1.34万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $25.34万 | 0.11% | 424 | 1 | 0.2% | $598 | 加仓 |
| SCZ | ISHARES MSCI EAFE SMALL-CAP ETF | $23.53万 | 0.10% | 3,001 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP COM CL A | $21.89万 | 0.09% | 550 | 0 | 0.0% | — | 不变 |
| DFSI | DFA INTERNATIONAL SUSTAINABILITY CORE 1 ETF | $21.41万 | 0.09% | 5,051 | -1,155 | -18.6% | -$4.90万 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $20.30万 | 0.08% | 1,839 | -18 | -1.0% | -$1,987 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $19.85万 | 0.08% | 5,600 | 0 | 0.0% | — | 不变 |
| — | DFA U.S. TARGETED VALUE ETF | $19.83万 | 0.08% | 3,175 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL US SUSTAINABILITY CORE 1 ETF | $19.58万 | 0.08% | 4,765 | 0 | 0.0% | — | 不变 |
| — | DFA U.S. SMALL CAP ETF | $19.13万 | 0.08% | 2,689 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $19.11万 | 0.08% | 334 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC COM | $18.50万 | 0.08% | 598 | 1 | 0.2% | $309 | 加仓 |
| SCHY | SCHWAB INTERNATIONAL DIVIDEND EQUITY ETF | $18.40万 | 0.08% | 5,813 | 34 | 0.6% | $1,076 | 加仓 |
| BCI | ABRDN BLOOMBERG ALL COMMODITY STRATEGY K-1 FREE ETF | $18.37万 | 0.08% | 7,561 | 1,066 | 16.4% | $2.59万 | 加仓 |
| VFH | VANGUARD FINANCIALS ETF | $18.31万 | 0.08% | 1,516 | 5 | 0.3% | $604 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $18.27万 | 0.08% | 1,470 | -40 | -2.6% | -$4,972 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $18.02万 | 0.07% | 376 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $18.01万 | 0.07% | 1,449 | 0 | 0.0% | — | 不变 |
| IQLT | ISHARES MSCI INTL QUALITY FACTOR ETF | $16.11万 | 0.07% | 3,484 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $15.31万 | 0.06% | 903 | 1 | 0.1% | $170 | 加仓 |
| IWN | ISHARES RUSSELL 2000 VALUE ETF | $15.00万 | 0.06% | 791 | 2 | 0.3% | $379 | 加仓 |