Tortuga Wealth Management, Inc
TORRANCE CA · SEC CIK 0002118051
$1.07亿2026Q1 申报市值
119持仓数
44.7%前十大占比 · 第一大 7.2%
20 / 4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
MSFT 加仓+$226.24万
IGV 新建仓+$113.23万
DUK 新建仓+$106.60万
AVGO 加仓+$105.58万
BUYW 新建仓+$103.30万
2026Q1 卖出最多 按季末市值估算
CVX 减仓-$81.37万
OXY 清仓-$36.60万
INTC 减仓-$34.15万
BLACKROCK CALIF 清仓-$32.01万
ADBE 清仓-$21.07万
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 |
|---|---|---|---|---|---|---|---|---|
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -8,902 | -100.0% | -$36.60万 | 清仓 |
| — | BLACKROCK CALIF MUN INCOME T | $0 | 0.00% | 0 | -29,800 | -100.0% | -$32.01万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -602 | -100.0% | -$21.07万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$7.11万 | 清仓 |
| AUR | AURORA INNOVATION INC | $5.38万 | 0.05% | 13,060 | -1,300 | -9.1% | -$5,356 | 减仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $7.61万 | 0.07% | 13,400 | 3,400 | 34.0% | $1.93万 | 加仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $10.62万 | 0.10% | 18,636 | 45 | 0.2% | $256 | 加仓 |
| — | FIRST FNDTN INC | $15.49万 | 0.14% | 26,250 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI I | $17.37万 | 0.16% | 14,600 | 2,000 | 15.9% | $2.38万 | 加仓 |
| BIZD | VANECK ETF TRUST | $19.65万 | 0.18% | 15,347 | 2,371 | 18.3% | $3.04万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $19.80万 | 0.19% | 17,525 | -921 | -5.0% | -$1.04万 | 减仓 |
| NVO | NOVO-NORDISK A S | $20.19万 | 0.19% | 5,494 | 697 | 14.5% | $2.56万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $20.44万 | 0.19% | 10,859 | 10,859 | — | $20.44万 | 新建仓 |
| DIS | DISNEY WALT CO | $20.58万 | 0.19% | 2,135 | 312 | 17.1% | $3.01万 | 加仓 |
| TXN | TEXAS INSTRS INC | $20.91万 | 0.20% | 1,077 | 1,077 | — | $20.91万 | 新建仓 |
| WMT | WALMART INC | $21.21万 | 0.20% | 1,707 | 1,707 | — | $21.21万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $21.28万 | 0.20% | 1,219 | 212 | 21.1% | $3.70万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $21.41万 | 0.20% | 4,666 | 4,666 | — | $21.41万 | 新建仓 |
| SFLR | INNOVATOR ETFS TRUST | $21.53万 | 0.20% | 6,076 | -2,754 | -31.2% | -$9.76万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $21.61万 | 0.20% | 4,595 | -135 | -2.9% | -$6,349 | 减仓 |
| IVV | ISHARES TR | $21.76万 | 0.20% | 332 | -50 | -13.1% | -$3.28万 | 减仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $21.85万 | 0.20% | 7,600 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $22.02万 | 0.21% | 1,772 | 4 | 0.2% | $497 | 加仓 |
| V | VISA INC | $22.06万 | 0.21% | 730 | 94 | 14.8% | $2.84万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $22.11万 | 0.21% | 654 | 654 | — | $22.11万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $22.16万 | 0.21% | 4,430 | -121 | -2.7% | -$6,053 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $22.43万 | 0.21% | 2,296 | 2,296 | — | $22.43万 | 新建仓 |
| CMF | ISHARES TR | $22.76万 | 0.21% | 4,002 | 4,002 | — | $22.76万 | 新建仓 |
| IJH | ISHARES TR | $22.89万 | 0.21% | 3,390 | -233 | -6.4% | -$1.57万 | 减仓 |
| MS | MORGAN STANLEY | $23.17万 | 0.22% | 1,408 | 58 | 4.3% | $9,545 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $23.58万 | 0.22% | 1,471 | 1,471 | — | $23.58万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $24.43万 | 0.23% | 3,987 | -812 | -16.9% | -$4.97万 | 减仓 |
| SYFI | AB ACTIVE ETFS INC | $24.43万 | 0.23% | 6,878 | -149 | -2.1% | -$5,292 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $24.48万 | 0.23% | 6,200 | 500 | 8.8% | $1.97万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $25.21万 | 0.24% | 6,663 | 6 | 0.1% | $227 | 加仓 |
| IWR | ISHARES TR | $26.66万 | 0.25% | 2,742 | 1 | 0.0% | $97 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $26.73万 | 0.25% | 2,039 | 2,039 | — | $26.73万 | 新建仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $26.76万 | 0.25% | 22,972 | 4,850 | 26.8% | $5.65万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $26.80万 | 0.25% | 5,429 | 105 | 2.0% | $5,184 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $26.88万 | 0.25% | 6,318 | -311 | -4.7% | -$1.32万 | 减仓 |
| CAT | CATERPILLAR INC | $26.92万 | 0.25% | 380 | 18 | 5.0% | $1.28万 | 加仓 |
| BILS | SPDR SERIES TRUST | $27.28万 | 0.26% | 2,744 | 2,744 | — | $27.28万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $27.90万 | 0.26% | 1,931 | 1,931 | — | $27.90万 | 新建仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $28.68万 | 0.27% | 11,225 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $28.81万 | 0.27% | 330 | 330 | — | $28.81万 | 新建仓 |
| MRK | MERCK & CO INC | $30.31万 | 0.28% | 2,521 | 2,521 | — | $30.31万 | 新建仓 |
| BA | BOEING CO | $30.43万 | 0.28% | 1,529 | 101 | 7.1% | $2.01万 | 加仓 |
| HUBB | HUBBELL INC | $31.11万 | 0.29% | 634 | 634 | — | $31.11万 | 新建仓 |
| O | REALTY INCOME CORP | $31.14万 | 0.29% | 5,090 | 996 | 24.3% | $6.09万 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $31.83万 | 0.30% | 14,246 | 7 | 0.0% | $156 | 加仓 |
| CVS | CVS HEALTH CORP | $32.10万 | 0.30% | 4,469 | -24 | -0.5% | -$1,724 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $32.22万 | 0.30% | 4,500 | -2,200 | -32.8% | -$15.75万 | 减仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $32.30万 | 0.30% | 4,731 | -104 | -2.2% | -$7,101 | 减仓 |
| ITOT | ISHARES TR | $32.34万 | 0.30% | 2,269 | 572 | 33.7% | $8.15万 | 加仓 |
| TGT | TARGET CORP | $33.01万 | 0.31% | 2,723 | -567 | -17.2% | -$6.87万 | 减仓 |
| XYLD | GLOBAL X FDS | $33.45万 | 0.31% | 8,549 | -1,305 | -13.2% | -$5.11万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $34.22万 | 0.32% | 404 | 7 | 1.8% | $5,930 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $35.86万 | 0.34% | 7,033 | 1,568 | 28.7% | $7.99万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $36.68万 | 0.34% | 3,300 | -65 | -1.9% | -$7,226 | 减仓 |
| INTC | INTEL CORP | $37.90万 | 0.35% | 8,587 | -7,738 | -47.4% | -$34.15万 | 减仓 |
| GE | GE AEROSPACE | $38.73万 | 0.36% | 1,365 | 1,365 | — | $38.73万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $38.94万 | 0.36% | 21,938 | -1,528 | -6.5% | -$2.71万 | 减仓 |
| SMH | VANECK ETF TRUST | $40.66万 | 0.38% | 1,060 | -28 | -2.6% | -$1.07万 | 减仓 |
| DVY | ISHARES TR | $41.04万 | 0.38% | 2,710 | -167 | -5.8% | -$2.53万 | 减仓 |
| CALI | BLACKROCK ETF TRUST II | $41.06万 | 0.38% | 8,142 | 8,142 | — | $41.06万 | 新建仓 |
| TOST | TOAST INC | $42.02万 | 0.39% | 15,850 | 5,200 | 48.8% | $13.79万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $42.52万 | 0.40% | 101 | 1 | 1.0% | $4,210 | 加仓 |
| ENB | ENBRIDGE INC | $42.65万 | 0.40% | 7,877 | 7,877 | — | $42.65万 | 新建仓 |
| LLY | ELI LILLY & CO | $43.41万 | 0.41% | 472 | 111 | 30.7% | $10.21万 | 加仓 |
| C | CITIGROUP INC | $44.77万 | 0.42% | 3,948 | 2,055 | 108.6% | $23.30万 | 加仓 |
| COWZ | PACER FDS TR | $48.13万 | 0.45% | 7,694 | -197 | -2.5% | -$1.23万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $48.66万 | 0.46% | 3,663 | -152 | -4.0% | -$2.02万 | 减仓 |
| IWD | ISHARES TR | $48.94万 | 0.46% | 2,291 | -8 | -0.3% | -$1,709 | 减仓 |
| ORCL | ORACLE CORP | $48.97万 | 0.46% | 3,329 | 1,396 | 72.2% | $20.54万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $50.77万 | 0.47% | 15,033 | 0 | 0.0% | — | 不变 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $51.85万 | 0.48% | 8,673 | 911 | 11.7% | $5.45万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $52.58万 | 0.49% | 50,553 | 33,553 | 197.4% | $34.90万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $59.93万 | 0.56% | 1,236 | 13 | 1.1% | $6,304 | 加仓 |
| PFE | PFIZER INC | $61.58万 | 0.58% | 21,930 | 2,857 | 15.0% | $8.02万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $62.20万 | 0.58% | 2,298 | 709 | 44.6% | $19.19万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $63.66万 | 0.60% | 12,582 | 2,496 | 24.7% | $12.63万 | 加仓 |
| — | EXXON MOBIL CORP | $64.29万 | 0.60% | 3,789 | -41 | -1.1% | -$6,957 | 减仓 |
| PTNQ | PACER FDS TR | $64.69万 | 0.61% | 8,866 | -196 | -2.2% | -$1.43万 | 减仓 |
| CRM | SALESFORCE INC | $65.22万 | 0.61% | 3,493 | 1,104 | 46.2% | $20.61万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $67.04万 | 0.63% | 25,993 | 5,699 | 28.1% | $14.70万 | 加仓 |
| NFLX | NETFLIX INC. | $67.34万 | 0.63% | 7,004 | 1,988 | 39.6% | $19.11万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $70.64万 | 0.66% | 17,576 | 2,335 | 15.3% | $9.38万 | 加仓 |
| RTX | RTX CORPORATION | $74.62万 | 0.70% | 3,868 | 852 | 28.2% | $16.44万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $74.78万 | 0.70% | 1,560 | 334 | 27.2% | $16.01万 | 加仓 |
| ABBV | ABBVIE INC | $76.57万 | 0.72% | 3,521 | 249 | 7.6% | $5.41万 | 加仓 |
| YEAR | AB ACTIVE ETFS INC | $76.69万 | 0.72% | 15,193 | 3,300 | 27.7% | $16.66万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $77.42万 | 0.72% | 12,765 | 1,938 | 17.9% | $11.75万 | 加仓 |
| QYLD | GLOBAL X FDS | $85.19万 | 0.80% | 49,672 | -1,013 | -2.0% | -$1.74万 | 减仓 |
| SO | SOUTHERN CO | $86.72万 | 0.81% | 8,984 | 56 | 0.6% | $5,405 | 加仓 |
| GOOGL | ALPHABET INC | $97.00万 | 0.91% | 3,373 | 199 | 6.3% | $5.72万 | 加仓 |
| BUYW | NORTHERN LTS FD TR IV | $103.30万 | 0.97% | 73,368 | 73,368 | — | $103.30万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $106.60万 | 1.00% | 8,141 | 8,141 | — | $106.60万 | 新建仓 |
| PTLC | PACER FDS TR | $109.06万 | 1.02% | 20,788 | -172 | -0.8% | -$9,023 | 减仓 |