Tortoise Investment Management, LLC 13F 持仓 · 2026年Q2
Tortoise Investment Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 252 只证券，申报市值合计 13.42 亿美元。前几大持仓：IVV（7.98%）、STIP（6.86%）、AVUS（3.97%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $107.0M | 7.98% | 142,937 | 减持 |
| 2 | STIP | ISHARES TR | $92.0M | 6.86% | 900,987 | 增持 |
| 3 | AVUS | AMERICAN CENTY ETF TR | $53.2M | 3.97% | 415,640 | 增持 |
| 4 | JMTG | J P MORGAN EXCHANGE TRADED F | $35.7M | 2.66% | 705,007 | 增持 |
| 5 | JMUB | J P MORGAN EXCHANGE TRADED F | $33.6M | 2.51% | 664,214 | 增持 |
| 6 | BTT | BLACKROCK MUN TARGET TERM TR | $32.3M | 2.41% | 1.4M | 增持 |
| 7 | VGLT | VANGUARD SCOTTSDALE FDS | $27.4M | 2.04% | 495,847 | 增持 |
| 8 | SGOV | ISHARES TR | $26.5M | 1.97% | 262,915 | 减持 |
| 9 | MTBA | SIMPLIFY EXCHANGE TRADED FUN | $25.9M | 1.93% | 527,409 | 增持 |
| 10 | SCHP | SCHWAB STRATEGIC TR | $25.9M | 1.93% | 978,659 | 增持 |
| 11 | IEMG | ISHARES INC | $24.5M | 1.82% | 295,482 | 减持 |
| 12 | SCHX | SCHWAB STRATEGIC TR | $21.7M | 1.62% | 737,656 | 减持 |
| 13 | DFAU | DIMENSIONAL ETF TRUST | $20.9M | 1.56% | 404,352 | 增持 |
| 14 | VTV | VANGUARD INDEX FDS | $19.7M | 1.47% | 90,620 | 增持 |
| 15 | ITOT | ISHARES TR | $19.1M | 1.42% | 116,376 | 增持 |
| 16 | IWB | ISHARES TR | $19.0M | 1.42% | 46,519 | 减持 |
| 17 | VGIT | VANGUARD SCOTTSDALE FDS | $18.8M | 1.40% | 319,219 | 增持 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $18.0M | 1.34% | 45,869 | 减持 |
| 19 | BOXX | EA SERIES TRUST | $17.8M | 1.33% | 152,407 | 增持 |
| 20 | SCHC | SCHWAB STRATEGIC TR | $17.6M | 1.31% | 365,315 | 增持 |
| 21 | SPEM | SPDR INDEX SHS FDS | $17.4M | 1.30% | 336,148 | 减持 |
| 22 | SPYM | SPDR SERIES TRUST | $16.7M | 1.25% | 190,204 | 减持 |
| 23 | VBIL | VANGUARD INSTL INDEX FD | $15.6M | 1.16% | 205,882 | 增持 |
| 24 | AAPL | APPLE INC | $14.9M | 1.11% | 53,106 | 增持 |
| 25 | IEFA | ISHARES TR | $14.7M | 1.10% | 152,455 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR