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Tortuga Wealth Management, Inc · 13F 持仓分析
期权收益计算器 机构排行

Tortuga Wealth Management, Inc

No.8567 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.32亿
环比变动 Q1 2026
+$2,490.7万+23.3%
持仓股票数
135
新买入
22
加仓
69
减仓
36
清仓
6
持股不变
8
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
6.86%7.22%$903.9万4.5万股$772.3万4.4万股+887股+2.00%加仓
苹果AAPL
6.29%6.74%$829.1万2.9万股$720.5万2.8万股+264股+0.93%加仓
AAlphabet Inc Class CGOOG
5.75%7.15%$757.3万2.1万股$764.6万2.7万股-5,222股-19.59%减仓
微软MSFT
5.41%6.2%$712.6万1.9万股$663.2万1.8万股+1,189股+6.64%加仓
MCKESSON COMMCK
4.44%5.36%$585.4万7,747股$573.4万6,626股+1,121股+16.92%加仓
亚马逊AMZN
3.04%3.4%$400.4万1.7万股$363.9万1.7万股-673股-3.85%减仓
SSPDR标普500 ETFSPY
2.64%2.1%$347.9万4,656股$225.0万3,456股+1,200股+34.72%加仓
IIBMIBM
2.33%2.21%$307.2万1.1万股$236.2万9,744股+1,178股+12.09%加仓
AMGEN COMAMGN
1.96%2.04%$258.7万7,146股$218.5万6,212股+934股+15.04%加仓
摩根大通JPM
1.95%2.24%$257.6万7,870股$239.7万8,148股-278股-3.41%减仓
强生JNJ
1.83%1.7%$240.8万9,482股$181.4万7,421股+2,061股+27.77%加仓
博通AVGO
1.52%1.96%$199.9万5,291股$209.8万6,777股-1,486股-21.93%减仓
BBANK OF AMERBAC
1.38%1.45%$182.3万3.2万股$155.2万3.2万股+161股+0.51%加仓
V先锋领航指数基金VOO
1.3%1.29%$171.5万2,327股$137.4万2,378股-51股-2.14%减仓
思科CSCO
1.26%1.22%$166.2万1.4万股$129.9万1.7万股-2,601股-15.53%减仓
Q高通QCOM
1.23%1.15%$162.2万8,775股$123.2万9,564股-789股-8.25%减仓
AAvantis·U SAVUV
1.2%1.26%$157.6万1.3万股$134.8万1.2万股+424股+3.47%加仓
Meta平台META
1.19%1.33%$156.2万2,772股$142.1万2,482股+290股+11.68%加仓
威瑞森VZ
1.15%1.68%$151.3万3.6万股$180.1万3.6万股-148股-0.41%减仓
特斯拉TSLA
1.14%1.02%$150.8万3,585股$109.3万2,940股+645股+21.94%加仓
G通用动力VTI
1.14%1.14%$150.0万4,054股$122.2万3,808股+246股+6.46%加仓
PPACER FDS TR TRENDP US LAR CPPTLC
1.1%1.02%$144.4万2.5万股$109.1万2.1万股+4,000股+19.24%加仓
谷歌AGOOGL
0.98%0.91%$128.9万3,606股$97.0万3,373股+233股+6.91%加仓
SSPDR道富系列信托BILS
0.97%0.26%$127.6万1.3万股$27.3万2,744股+1.0万股+367.82%加仓
星巴克SBUX
0.95%$124.7万1.2万股$00股+1.2万股新买入
AAB ULTRA SHORT INCOME ETFYEAR
0.92%0.72%$121.8万2.4万股$76.7万1.5万股+9,000股+59.24%加仓
雪佛龙CVX
0.91%1.4%$120.3万7,259股$149.6万7,229股+30股+0.41%加仓
NNORTHERN LTS FD TR IVBUYW
0.87%0.97%$115.1万8.0万股$103.3万7.3万股+6,266股+8.54%加仓
好市多COST
0.87%1.2%$114.5万1,224股$128.2万1,286股-62股-4.82%减仓
SSPDR道富系列信托BIL
0.84%$110.5万1.2万股$00股+1.2万股新买入
杜克能源DUK
0.82%1%$108.1万8,540股$106.6万8,141股+399股+4.90%加仓
伯克希尔哈撒韦BRK.B
0.82%0.7%$107.8万2,154股$74.8万1,560股+594股+38.08%加仓
艾伯维ABBV
0.79%0.72%$104.0万4,133股$76.6万3,521股+612股+17.38%加仓
帕兰提尔PLTR
0.78%$102.7万8,806股$00股+8,806股新买入
IISHARES EXPANDED TECH-SOFTWARE (US)IGV
0.7%1.06%$91.8万1.0万股$113.2万1.4万股-4,015股-28.38%减仓
GGlobal X基金QYLD
0.69%0.8%$91.6万5.0万股$85.2万5.0万股+2股+0.00%加仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.69%0.6%$91.2万1.8万股$63.7万1.3万股+5,465股+43.44%加仓
G高盛ETF信托GINC
0.67%0.21%$88.3万1.6万股$22.2万4,430股+1.1万股+258.60%加仓
南方电力SO
0.65%0.81%$86.0万8,988股$86.7万8,984股+4股+0.04%加仓
AAT&TT
0.64%1.1%$84.9万4.1万股$118.1万4.1万股+264股+0.65%加仓
埃克森美孚XOM
0.61%0.6%$80.5万5,886股$64.3万3,789股+2,097股+55.34%加仓
C资本集团成长ETFCGGR
0.61%0.66%$80.1万1.7万股$70.6万1.8万股-600股-3.41%减仓
联合健康UNH
0.6%0.58%$78.6万1,891股$62.2万2,298股-407股-17.71%减仓
PPACER FDS TR TRENDPILOT 100PTNQ
0.6%0.61%$78.6万8,866股$64.7万8,866股00.00%持仓不变
IISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETFCALI
0.58%0.38%$76.6万1.5万股$41.1万8,142股+7,007股+86.06%加仓
百时美施贵宝BMY
0.58%0.72%$76.2万1.3万股$77.4万1.3万股+463股+3.63%加仓
礼来LLY
0.57%0.41%$75.6万630股$43.4万472股+158股+33.47%加仓
英特尔INTC
0.56%0.35%$74.2万5,312股$37.9万8,587股-3,275股-38.14%减仓
NNORTHERN LIGHTS FD TRSFLR
0.56%0.2%$73.8万1.9万股$21.5万6,076股+1.3万股+214.89%加仓
雷神技术RTX
0.56%0.7%$73.3万3,861股$74.6万3,868股-7股-0.18%减仓

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