Tortuga Wealth Management, Inc
TORRANCE CA · SEC CIK 0002118051
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CMF | ISHARES TR | $0 | 0.00% | 0 | -4,002 | -100.0% | -$22.76万 | 清仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $0 | 0.00% | 0 | -7,600 | -100.0% | -$21.85万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,219 | -100.0% | -$21.28万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -2,135 | -100.0% | -$20.58万 | 清仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $0 | 0.00% | 0 | -10,859 | -100.0% | -$20.44万 | 清仓 |
| — | FIRST FNDTN INC | $0 | 0.00% | 0 | -26,250 | -100.0% | -$15.49万 | 清仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $7.17万 | 0.05% | 13,600 | 200 | 1.5% | $1,054 | 加仓 |
| AUR | AURORA INNOVATION INC | $8.91万 | 0.07% | 13,060 | 0 | 0.0% | — | 不变 |
| — | VOYA GLBL EQTY DIV & PREM OP | $10.36万 | 0.08% | 16,873 | -1,763 | -9.5% | -$1.08万 | 减仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $19.44万 | 0.15% | 16,282 | -1,243 | -7.1% | -$1.48万 | 减仓 |
| WMT | WALMART INC | $20.70万 | 0.16% | 1,828 | 121 | 7.1% | $1.37万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $21.23万 | 0.16% | 3,999 | 12 | 0.3% | $637 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $21.36万 | 0.16% | 3,800 | -700 | -15.6% | -$3.94万 | 减仓 |
| EMR | EMERSON ELEC CO | $21.57万 | 0.16% | 1,507 | 1,507 | — | $21.57万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $21.61万 | 0.16% | 991 | 991 | — | $21.61万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $21.85万 | 0.17% | 4,535 | -60 | -1.3% | -$2,891 | 减仓 |
| LRCX | LAM RESEARCH CORP | $22.06万 | 0.17% | 509 | 509 | — | $22.06万 | 新建仓 |
| ALL | ALLSTATE CORP | $22.46万 | 0.17% | 944 | 944 | — | $22.46万 | 新建仓 |
| OKTA | OKTA INC | $23.20万 | 0.18% | 1,700 | 1,700 | — | $23.20万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $23.67万 | 0.18% | 2,328 | -600 | -20.5% | -$6.10万 | 重新持有 |
| — | BITWISE 10 CRYPTO INDEX ETF | $23.68万 | 0.18% | 6,300 | 6,300 | — | $23.68万 | 新建仓 |
| DIVO | AMPLIFY ETF TR | $24.23万 | 0.18% | 5,303 | 5,303 | — | $24.23万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.51万 | 0.19% | 6,669 | 6 | 0.1% | $221 | 加仓 |
| IVV | ISHARES TR | $24.94万 | 0.19% | 332 | 0 | 0.0% | — | 不变 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $25.15万 | 0.19% | 4,982 | 4,982 | — | $25.15万 | 新建仓 |
| QUAL | ISHARES TR | $25.43万 | 0.19% | 1,158 | 1,158 | — | $25.43万 | 新建仓 |
| VFLO | VICTORY PORTFOLIOS II | $25.62万 | 0.19% | 5,600 | -600 | -9.7% | -$2.75万 | 减仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $25.81万 | 0.20% | 20,600 | 6,000 | 41.1% | $7.52万 | 加仓 |
| IJH | ISHARES TR | $26.14万 | 0.20% | 3,390 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $26.29万 | 0.20% | 1,772 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $27.91万 | 0.21% | 2,586 | 290 | 12.6% | $3.13万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $28.02万 | 0.21% | 2,048 | 9 | 0.4% | $1,231 | 加仓 |
| ASML | ASML HLDG NV | $28.45万 | 0.22% | 142 | 142 | — | $28.45万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $29.01万 | 0.22% | 1,978 | 47 | 2.4% | $6,893 | 加仓 |
| V | VISA INC | $29.08万 | 0.22% | 848 | 118 | 16.2% | $4.05万 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $29.08万 | 0.22% | 23,997 | 1,025 | 4.5% | $1.24万 | 加仓 |
| IWR | ISHARES TR | $30.27万 | 0.23% | 2,744 | 2 | 0.1% | $221 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $30.65万 | 0.23% | 6,218 | -100 | -1.6% | -$4,929 | 减仓 |
| MS | MORGAN STANLEY | $31.08万 | 0.24% | 1,486 | 78 | 5.5% | $1.63万 | 加仓 |
| TOST | TOAST INC | $31.58万 | 0.24% | 11,350 | -4,500 | -28.4% | -$12.52万 | 减仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $31.77万 | 0.24% | 14,254 | 8 | 0.1% | $178 | 加仓 |
| SYFI | AB ACTIVE ETFS INC | $32.13万 | 0.24% | 8,994 | 2,116 | 30.8% | $7.56万 | 加仓 |
| O | REALTY INCOME CORP | $32.68万 | 0.25% | 5,274 | 184 | 3.6% | $1.14万 | 加仓 |
| HUBB | HUBBELL INC | $33.17万 | 0.25% | 634 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $33.40万 | 0.25% | 6,548 | -485 | -6.9% | -$2.47万 | 减仓 |
| BIZD | VANECK ETF TRUST | $33.55万 | 0.25% | 26,503 | 11,156 | 72.7% | $14.12万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $34.61万 | 0.26% | 7,631 | 2,965 | 63.5% | $13.45万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $34.70万 | 0.26% | 6,473 | 1,044 | 19.2% | $5.60万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $34.75万 | 0.26% | 3,897 | 3,897 | — | $34.75万 | 新建仓 |
| XYLD | GLOBAL X FDS | $34.87万 | 0.26% | 8,549 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $35.42万 | 0.27% | 2,757 | 236 | 9.4% | $3.03万 | 加仓 |
| GEV | GE VERNOVA INC | $36.30万 | 0.28% | 309 | -21 | -6.4% | -$2.47万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $36.35万 | 0.28% | 1,066 | -405 | -27.5% | -$13.81万 | 减仓 |
| AMAT | APPLIED MATLS INC | $36.44万 | 0.28% | 504 | 504 | — | $36.44万 | 新建仓 |
| TGT | TARGET CORP | $36.54万 | 0.28% | 2,798 | 75 | 2.8% | $9,794 | 加仓 |
| DGRO | ISHARES TR | $36.60万 | 0.28% | 4,829 | 4,829 | — | $36.60万 | 新建仓 |
| BA | BOEING CO | $36.63万 | 0.28% | 1,692 | 163 | 10.7% | $3.53万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $38.26万 | 0.29% | 4,720 | -11 | -0.2% | -$892 | 减仓 |
| RDVI | FIRST TR EXCHANGE-TRADED FD | $38.88万 | 0.29% | 13,225 | 2,000 | 17.8% | $5.88万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $39.23万 | 0.30% | 21,938 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $39.37万 | 0.30% | 2,396 | 127 | 5.6% | $2.09万 | 加仓 |
| TXN | TEXAS INSTRS INC | $39.82万 | 0.30% | 1,336 | 259 | 24.0% | $7.72万 | 加仓 |
| DVY | ISHARES TR | $39.93万 | 0.30% | 2,553 | -157 | -5.8% | -$2.46万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $40.75万 | 0.31% | 353 | 353 | — | $40.75万 | 新建仓 |
| CAT | CATERPILLAR INC | $40.89万 | 0.31% | 384 | 4 | 1.1% | $4,260 | 加仓 |
| CVS | CVS HEALTH CORP | $41.03万 | 0.31% | 3,966 | -503 | -11.3% | -$5.20万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $43.24万 | 0.33% | 427 | 23 | 5.7% | $2.33万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $43.28万 | 0.33% | 906 | 252 | 38.5% | $12.04万 | 加仓 |
| GE | GE AEROSPACE | $43.87万 | 0.33% | 1,174 | -191 | -14.0% | -$7.14万 | 减仓 |
| ENB | ENBRIDGE INC | $43.88万 | 0.33% | 8,095 | 218 | 2.8% | $1.18万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $45.65万 | 0.35% | 2,561 | 36 | 1.4% | $6,417 | 加仓 |
| COWZ | PACER FDS TR | $45.99万 | 0.35% | 7,394 | -300 | -3.9% | -$1.87万 | 减仓 |
| AVUS | AMERICAN CENTY ETF TR | $46.26万 | 0.35% | 3,615 | 315 | 9.5% | $4.03万 | 加仓 |
| IWD | ISHARES TR | $48.41万 | 0.37% | 1,997 | -294 | -12.8% | -$7.13万 | 减仓 |
| NVO | NOVO-NORDISK A S | $49.13万 | 0.37% | 10,250 | 4,756 | 86.6% | $22.80万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $50.19万 | 0.38% | 864 | 864 | — | $50.19万 | 新建仓 |
| CRM | SALESFORCE INC | $50.54万 | 0.38% | 3,224 | -269 | -7.7% | -$4.22万 | 减仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $51.70万 | 0.39% | 47,047 | -3,506 | -6.9% | -$3.85万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $52.95万 | 0.40% | 12,509 | 12,509 | — | $52.95万 | 新建仓 |
| MRVL | MARVELL TECHNOLOGY INC | $53.71万 | 0.41% | 1,802 | 1,802 | — | $53.71万 | 新建仓 |
| SMH | VANECK ETF TRUST | $53.95万 | 0.41% | 822 | -238 | -22.5% | -$15.62万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $54.55万 | 0.41% | 14,933 | -100 | -0.7% | -$3,653 | 减仓 |
| C | CITIGROUP INC | $55.39万 | 0.42% | 3,958 | 10 | 0.3% | $1,400 | 加仓 |
| ORCL | ORACLE CORP | $56.75万 | 0.43% | 3,873 | 544 | 16.3% | $7.97万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $57.18万 | 0.43% | 9,573 | 900 | 10.4% | $5.38万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $59.06万 | 0.45% | 3,101 | -562 | -15.3% | -$10.70万 | 减仓 |
| PFE | PFIZER INC | $61.32万 | 0.47% | 25,466 | 3,536 | 16.1% | $8.51万 | 加仓 |
| CGSD | CAPITAL GRP FIXED INCM ETF T | $66.11万 | 0.50% | 25,693 | -300 | -1.2% | -$7,719 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $67.22万 | 0.51% | 1,464 | 228 | 18.4% | $10.47万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $69.80万 | 0.53% | 31,092 | 31,092 | — | $69.80万 | 新建仓 |
| NFLX | NETFLIX INC. | $70.23万 | 0.53% | 9,836 | 2,832 | 40.4% | $20.22万 | 加仓 |
| RTX | RTX CORPORATION | $73.26万 | 0.56% | 3,861 | -7 | -0.2% | -$1,328 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $73.83万 | 0.56% | 19,133 | 13,057 | 214.9% | $50.38万 | 加仓 |
| INTC | INTEL CORP | $74.18万 | 0.56% | 5,312 | -3,275 | -38.1% | -$45.73万 | 减仓 |
| LLY | ELI LILLY & CO | $75.56万 | 0.57% | 630 | 158 | 33.5% | $18.95万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $76.22万 | 0.58% | 13,228 | 463 | 3.6% | $2.67万 | 加仓 |
| CALI | BLACKROCK ETF TRUST II | $76.55万 | 0.58% | 15,149 | 7,007 | 86.1% | $35.41万 | 加仓 |
| PTNQ | PACER FDS TR | $78.60万 | 0.60% | 8,866 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $78.64万 | 0.60% | 1,891 | -407 | -17.7% | -$16.93万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $80.13万 | 0.61% | 16,976 | -600 | -3.4% | -$2.83万 | 减仓 |