13F 机构持仓

Tortuga Wealth Management, Inc

TORRANCE CA · SEC CIK 0002118051

2026Q22026Q1 更早 9 个季度 🔒
$1.32亿2026Q2 申报市值
135持仓数
40.7%前十大占比 · 第一大 6.9%
20 / 6新建仓 / 清仓
申报市值走势$1.32亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.9%
AAPL 6.3%
GOOG 5.7%
MSFT 5.4%
MCK 4.4%
AMZN 3.0%
SPY 2.6%
IBM 2.3%
AMGN 2.0%
JPM 2.0%

2026Q2 买入最多 按季末市值估算

SBUX 新建仓+$124.66万
BIL 新建仓+$110.49万
BILS 加仓+$100.30万
SPY 加仓+$89.67万
PLTR 重新持有+$89.02万

2026Q2 卖出最多 按季末市值估算

GOOG 减仓-$184.53万
AVGO 减仓-$56.14万
INTC 减仓-$45.73万
IGV 减仓-$36.38万
CSCO 减仓-$30.55万

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
— EXXON MOBIL CORP $80.45万0.61%5,886 2,09755.3% $28.66万 加仓
T AT&T INC $84.87万0.64%40,999 2640.6% $5,465 加仓
SO SOUTHERN CO $86.03万0.65%8,988 40.0% $383 加仓
GPIX GOLDMAN SACHS ETF TR $88.29万0.67%15,886 11,456258.6% $63.67万 加仓
JPST J P MORGAN EXCHANGE TRADED F $91.25万0.69%18,047 5,46543.4% $27.63万 加仓
QYLD GLOBAL X FDS $91.55万0.69%49,674 20.0% $37 加仓
IGV ISHARES TR $91.78万0.70%10,130 -4,015-28.4% -$36.38万 减仓
PLTR PALANTIR TECHNOLOGIES INC $102.74万0.78%8,806 7,630648.8% $89.02万 重新持有
ABBV ABBVIE INC $103.99万0.79%4,133 61217.4% $15.40万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $107.81万0.82%2,154 59438.1% $29.73万 加仓
DUK DUKE ENERGY CORP NEW $108.10万0.82%8,540 3994.9% $5.05万 加仓
BIL SPDR SERIES TRUST $110.49万0.84%12,057 12,057— $110.49万 新建仓
COST COSTCO WHOLESALE CORPORATION $114.51万0.87%1,224 -62-4.8% -$5.80万 减仓
BUYW NORTHERN LTS FD TR IV $115.07万0.87%79,634 6,2668.5% $9.05万 加仓
CVX CHEVRON CORPORATION $120.33万0.91%7,259 300.4% $4,973 加仓
YEAR AB ACTIVE ETFS INC $121.79万0.92%24,193 9,00059.2% $45.31万 加仓
SBUX STARBUCKS CORP $124.66万0.95%12,199 12,199— $124.66万 新建仓
BILS SPDR SERIES TRUST $127.56万0.97%12,837 10,093367.8% $100.30万 加仓
GOOGL ALPHABET INC $128.88万0.98%3,606 2336.9% $8.33万 加仓
PTLC PACER FDS TR $144.42万1.10%24,788 4,00019.2% $23.30万 加仓
VTI VANGUARD INDEX FDS $150.05万1.14%4,054 2466.5% $9.10万 加仓
TSLA TESLA INC $150.77万1.14%3,585 64521.9% $27.13万 加仓
VZ VERIZON COMMUNICATIONS INC $151.25万1.15%35,724 -148-0.4% -$6,266 减仓
META META PLATFORMS INC $156.25万1.19%2,772 29011.7% $16.35万 加仓
AVUV AMERICAN CENTY ETF TR $157.59万1.20%12,631 4243.5% $5.29万 加仓
QCOM QUALCOMM INC $162.16万1.23%8,775 -789-8.2% -$14.58万 减仓
CSCO CISCO SYS INC $166.16万1.26%14,146 -2,601-15.5% -$30.55万 减仓
QQQ INVESCO QQQ TR $171.54万1.30%2,327 -51-2.1% -$3.76万 减仓
BAC BANK OF AMER CORP $182.27万1.38%31,990 1610.5% $9,174 加仓
AVGO BROADCOM INC $199.88万1.52%5,291 -1,486-21.9% -$56.14万 减仓
JNJ JOHNSON & JOHNSON $240.79万1.83%9,482 2,06127.8% $52.34万 加仓
JPM JPMORGAN CHASE & CO $257.61万1.95%7,870 -278-3.4% -$9.10万 减仓
AMGN AMGEN INC $258.75万1.96%7,146 93415.0% $33.82万 加仓
IBM INTERNATIONAL BUSINESS MACHS $307.15万2.33%10,922 1,17812.1% $33.13万 加仓
SPY STATE STR SPDR S&P 500 ETF T $347.93万2.64%4,656 1,20034.7% $89.67万 加仓
AMZN AMAZON COM INC $400.39万3.04%16,799 -673-3.9% -$16.04万 减仓
MCK MCKESSON CORP $585.36万4.44%7,747 1,12116.9% $84.70万 加仓
MSFT MICROSOFT CORP $712.64万5.41%19,102 1,1896.6% $44.36万 加仓
GOOG ALPHABET INC $757.27万5.75%21,430 -5,222-19.6% -$184.53万 减仓
AAPL APPLE INC $829.13万6.29%28,653 2640.9% $7.64万 加仓
NVDA NVIDIA CORPORATION $903.86万6.86%45,168 8872.0% $17.75万 加仓