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 |
|---|---|---|---|---|---|---|---|---|
| CGCP | CAPITAL GRP FIXED INCM ETF T | $31.77万 | 0.24% | 14,254 | 8 | 0.1% | $178 | 加仓 |
| TOST | TOAST INC | $31.58万 | 0.24% | 11,350 | -4,500 | -28.4% | -$12.52万 | 减仓 |
| MS | MORGAN STANLEY | $31.08万 | 0.24% | 1,486 | 78 | 5.5% | $1.63万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $30.65万 | 0.23% | 6,218 | -100 | -1.6% | -$4,929 | 减仓 |
| IWR | ISHARES TR | $30.27万 | 0.23% | 2,744 | 2 | 0.1% | $221 | 加仓 |
| NAC | NUVEEN CA DIVI ADV MUN | $29.08万 | 0.22% | 23,997 | 1,025 | 4.5% | $1.24万 | 加仓 |
| V | VISA INC | $29.08万 | 0.22% | 848 | 118 | 16.2% | $4.05万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $29.01万 | 0.22% | 1,978 | 47 | 2.4% | $6,893 | 加仓 |
| ASML | ASML HLDG NV | $28.45万 | 0.22% | 142 | 142 | — | $28.45万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $28.02万 | 0.21% | 2,048 | 9 | 0.4% | $1,231 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $27.91万 | 0.21% | 2,586 | 290 | 12.6% | $3.13万 | 加仓 |
| IJR | ISHARES TR | $26.29万 | 0.20% | 1,772 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $26.14万 | 0.20% | 3,390 | 0 | 0.0% | — | 不变 |
| — | NUVEEN CALIF AMT FREE MUNI I | $25.81万 | 0.20% | 20,600 | 6,000 | 41.1% | $7.52万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $25.62万 | 0.19% | 5,600 | -600 | -9.7% | -$2.75万 | 减仓 |
| QUAL | ISHARES TR | $25.43万 | 0.19% | 1,158 | 1,158 | — | $25.43万 | 新建仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $25.15万 | 0.19% | 4,982 | 4,982 | — | $25.15万 | 新建仓 |
| IVV | ISHARES TR | $24.94万 | 0.19% | 332 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $24.51万 | 0.19% | 6,669 | 6 | 0.1% | $221 | 加仓 |
| DIVO | AMPLIFY ETF TR | $24.23万 | 0.18% | 5,303 | 5,303 | — | $24.23万 | 新建仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $23.68万 | 0.18% | 6,300 | 6,300 | — | $23.68万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $23.67万 | 0.18% | 2,328 | -600 | -20.5% | -$6.10万 | 重新持有 |
| OKTA | OKTA INC | $23.20万 | 0.18% | 1,700 | 1,700 | — | $23.20万 | 新建仓 |
| ALL | ALLSTATE CORP | $22.46万 | 0.17% | 944 | 944 | — | $22.46万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $22.06万 | 0.17% | 509 | 509 | — | $22.06万 | 新建仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $21.85万 | 0.17% | 4,535 | -60 | -1.3% | -$2,891 | 减仓 |
| VTV | VANGUARD INDEX FDS | $21.61万 | 0.16% | 991 | 991 | — | $21.61万 | 新建仓 |
| EMR | EMERSON ELEC CO | $21.57万 | 0.16% | 1,507 | 1,507 | — | $21.57万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $21.36万 | 0.16% | 3,800 | -700 | -15.6% | -$3.94万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $21.23万 | 0.16% | 3,999 | 12 | 0.3% | $637 | 加仓 |
| WMT | WALMART INC | $20.70万 | 0.16% | 1,828 | 121 | 7.1% | $1.37万 | 加仓 |
| OCSL | OAKTREE SPECIALTY LENDING | $19.44万 | 0.15% | 16,282 | -1,243 | -7.1% | -$1.48万 | 减仓 |
| — | VOYA GLBL EQTY DIV & PREM OP | $10.36万 | 0.08% | 16,873 | -1,763 | -9.5% | -$1.08万 | 减仓 |
| AUR | AURORA INNOVATION INC | $8.91万 | 0.07% | 13,060 | 0 | 0.0% | — | 不变 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $7.17万 | 0.05% | 13,600 | 200 | 1.5% | $1,054 | 加仓 |
| 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 |