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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $22.02万 | 0.21% | 1,772 | 4 | 0.2% | $497 | 加仓 |
| INCM | FRANKLIN TEMPLETON ETF TR | $21.85万 | 0.20% | 7,600 | 0 | 0.0% | — | 不变 |
| IVV | ISHARES TR | $21.76万 | 0.20% | 332 | -50 | -13.1% | -$3.28万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $21.61万 | 0.20% | 4,595 | -135 | -2.9% | -$6,349 | 减仓 |
| SFLR | INNOVATOR ETFS TRUST | $21.53万 | 0.20% | 6,076 | -2,754 | -31.2% | -$9.76万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $21.41万 | 0.20% | 4,666 | 4,666 | — | $21.41万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $21.28万 | 0.20% | 1,219 | 212 | 21.1% | $3.70万 | 加仓 |
| WMT | WALMART INC | $21.21万 | 0.20% | 1,707 | 1,707 | — | $21.21万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $20.91万 | 0.20% | 1,077 | 1,077 | — | $20.91万 | 新建仓 |
| DIS | DISNEY WALT CO | $20.58万 | 0.19% | 2,135 | 312 | 17.1% | $3.01万 | 加仓 |
| PREF | PRINCIPAL EXCHANGE TRADED FD | $20.44万 | 0.19% | 10,859 | 10,859 | — | $20.44万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $20.19万 | 0.19% | 5,494 | 697 | 14.5% | $2.56万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $19.80万 | 0.19% | 17,525 | -921 | -5.0% | -$1.04万 | 减仓 |
| BIZD | VANECK ETF TRUST | $19.65万 | 0.18% | 15,347 | 2,371 | 18.3% | $3.04万 | 加仓 |
| — | NUVEEN CALIF AMT FREE MUNI I | $17.37万 | 0.16% | 14,600 | 2,000 | 15.9% | $2.38万 | 加仓 |
| — | FIRST FNDTN INC | $15.49万 | 0.14% | 26,250 | 0 | 0.0% | — | 不变 |
| — | VOYA GLBL EQTY DIV & PREM OP | $10.62万 | 0.10% | 18,636 | 45 | 0.2% | $256 | 加仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $7.61万 | 0.07% | 13,400 | 3,400 | 34.0% | $1.93万 | 加仓 |
| AUR | AURORA INNOVATION INC | $5.38万 | 0.05% | 13,060 | -1,300 | -9.1% | -$5,356 | 减仓 |
| 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 |