Tortuga Wealth Management, Inc
CIK 2118051 · SEC EDGAR पर देखें ↗
- पोर्टफोलियो मूल्य
- $131.8M
- पोजीशन
- 135
- तिथि अनुसार
- 30 जून 2026
13F मूल्य के अनुसार 9443 में से #7785 · शीर्ष 82.4%
पोर्टफोलियो मूल्य QoQ: +23.3% 13F नकद का खुलासा नहीं करता है
- शीर्ष 10 होल्डिंग्स का भार
- 40.66%
- शीर्ष 25 होल्डिंग्स का भार
- 58.98%
- 1% से ऊपर की स्थितियाँ
- 22
- स्थितियों की प्रभावी संख्या
- 41.5
केवल 13F लॉन्ग-इक्विटी होल्डिंग्स पर आधारित (नकद, बॉन्ड, शॉर्ट्स का खुलासा नहीं किया गया है)
टर्नओवर Q2 2026: 5.41% अनुमानित। खरीदें $20861182 · बेचें $6462288
- नई स्थितियाँ
- 22
- बढ़ाया
- 69
- घटा हुआ
- 36
- बंद
- 6
इस पृष्ठ पर
- क्षेत्रवार विवरण पोर्टफोलियो विभिन्न बाजार क्षेत्रों में कैसे विभाजित है।
- पोर्टफोलियो इस संस्था द्वारा रिपोर्ट की गई हर स्टॉक होल्डिंग, उसके नवीनतम 13F से।
- सबसे बड़े नए दांव नवीनतम तिमाही में खोले गए बिल्कुल नए पद।
- शीर्ष चालें इस तिमाही में सबसे बड़ी स्थिति वृद्धि और कमी।
- बाहर निकली पोजीशन पिछले तिमाही में प्रबंधक द्वारा पूरी तरह से बेचे गए पद।
क्षेत्रवार विवरण
Technology
28.7%
Healthcare
12.2%
Communication Services
9.0%
Retail
4.3%
Financials
4.1%
Consumer Discretionary
2.9%
Industrials
2.3%
Energy
2.0%
Telecommunication
1.8%
Utilities
1.7%
Communications
1.3%
Financial Services
1.2%
Real Estate
0.2%
Consumer products
0.2%
अन्य/अनमैप्ड
28.0%
पूर्ण पोर्टफोलियो 135 पोजीशन
| प्रकार | लगातार | 8 तिमाही का रुझान | |||||
|---|---|---|---|---|---|---|---|
| NVDA NVIDIA Corporation - Common Stock | $9038581 | 6.86% | 45168 | $1315483 | ऊपर ×2 | ||
| AAPL Apple Inc. - Common Stock | $8291326 | 6.29% | 28653 | $1086738 | ऊपर ×2 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $7572722 | 5.75% | 21430 | $-73641 | नीचे ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $7126371 | 5.41% | 19102 | $494707 | ऊपर ×2 | ||
| MCK McKesson Corporation Common Stock | $5853634 | 4.44% | 7747 | $119759 | ऊपर ×2 | ||
| AMZN Amazon.com, Inc. - Common Stock | $4003874 | 3.04% | 16799 | $364976 | नीचे ×1 | ||
| SPY SPY | $3479342 | 2.64% | 4656 | $1229680 | ऊपर ×2 | ||
| IBM International Business Machines Corporation Common Stock | $3071547 | 2.33% | 10922 | $709653 | ऊपर ×2 | ||
| AMGN Amgen Inc. - Common Stock | $2587479 | 1.96% | 7146 | $402098 | ऊपर ×2 | ||
| JPM JP Morgan Chase & Co. Common Stock | $2576062 | 1.95% | 7870 | $179471 | नीचे ×1 | ||
| JNJ Johnson & Johnson Common Stock | $2407869 | 1.83% | 9482 | $594247 | ऊपर ×2 | ||
| AVGO Broadcom Inc. - Common Stock | $1998848 | 1.52% | 5291 | $-98858 | नीचे ×1 | ||
| BAC Bank of America Corporation Common Stock | $1822742 | 1.38% | 31990 | $271090 | ऊपर ×2 | ||
| QQQ Invesco QQQ Trust, Series 1 | $1715382 | 1.30% | 2327 | $341452 | नीचे ×2 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $1661559 | 1.26% | 14146 | $362163 | नीचे ×1 | ||
| QCOM QUALCOMM Incorporated - Common Stock | $1621643 | 1.23% | 8775 | $389975 | नीचे ×1 | ||
| AVUV | $1575857 | 1.20% | 12631 | $227417 | ऊपर ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $1562462 | 1.19% | 2772 | $141362 | ऊपर ×2 | ||
| VZ Verizon Communications Inc. Common Stock | $1512546 | 1.15% | 35724 | $-288225 | नीचे ×1 | ||
| TSLA Tesla, Inc. - Common Stock | $1507675 | 1.14% | 3585 | $414885 | ऊपर ×1 | ||
| VTI | $1500460 | 1.14% | 4054 | $278784 | ऊपर ×2 | ||
| PTLC | $1444169 | 1.10% | 24788 | $353614 | ऊपर ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1288817 | 0.98% | 3606 | $318783 | ऊपर ×2 | ||
| BILS | $1275640 | 0.97% | 12837 | $1002876 | ऊपर ×1 | ||
| SBUX Starbucks Corporation - Common Stock | $1246572 | 0.95% | 12199 | ऊपर ×1 | |||
| YEAR | $1217891 | 0.92% | 24193 | $451008 | ऊपर ×2 | ||
| CVX Chevron Corporation Common Stock | $1203323 | 0.91% | 7259 | $-292718 | ऊपर ×1 | ||
| BUYW | $1150718 | 0.87% | 79634 | $117695 | ऊपर ×1 | ||
| COST Costco Wholesale Corporation - Common Stock | $1145070 | 0.87% | 1224 | $-136551 | नीचे ×1 | ||
| BIL | $1104899 | 0.84% | 12057 | ऊपर ×1 | |||
| DUK Duke Energy Corporation (Holding Company) Common Stock | $1081036 | 0.82% | 8540 | $15008 | ऊपर ×1 | ||
| BRKB | $1078136 | 0.82% | 2154 | $330307 | ऊपर ×2 | ||
| ABBV AbbVie Inc. Common Stock | $1039912 | 0.79% | 4133 | $274209 | ऊपर ×2 | ||
| PLTR Palantir Technologies Inc. - Class A Common Stock | $1027396 | 0.78% | 8806 | ||||
| IGV | $917810 | 0.70% | 10130 | $-214506 | नीचे ×1 | ||
| QYLD Global X NASDAQ 100 Covered Call ETF | $915508 | 0.69% | 49674 | $63594 | ऊपर ×1 | ||
| JPST | $912471 | 0.69% | 18047 | $275835 | ऊपर ×2 | ||
| GPIX Goldman Sachs S&P 500 Premium Income ETF | $882852 | 0.67% | 15886 | $661253 | ऊपर ×1 | ||
| SO Southern Company (The) Common Stock | $860258 | 0.65% | 8988 | $-6900 | ऊपर ×2 | ||
| T AT&T Inc. | $848697 | 0.64% | 40999 | $-332218 | ऊपर ×2 | ||
| XOM Exxon Mobil Corporation Common Stock | $804516 | 0.61% | 5886 | $161592 | ऊपर ×1 | ||
| CGGR | $801297 | 0.61% | 16976 | $94892 | नीचे ×1 | ||
| UNH UnitedHealth Group Incorporated Common Stock (DE) | $786422 | 0.60% | 1891 | $164425 | नीचे ×1 | ||
| PTNQ Pacer Trendpilot 100 ETF | $785966 | 0.60% | 8866 | $139108 | |||
| CALI iShares Short-Term California Muni Active ETF | $765535 | 0.58% | 15149 | $354940 | ऊपर ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $762219 | 0.58% | 13228 | $-12000 | ऊपर ×2 | ||
| LLY Eli Lilly and Company Common Stock | $755642 | 0.57% | 630 | $321511 | ऊपर ×2 | ||
| INTC Intel Corporation - Common Stock | $741780 | 0.56% | 5312 | $362810 | नीचे ×2 | ||
| SFLR | $738284 | 0.56% | 19133 | $523008 | ऊपर ×1 | ||
| RTX RTX Corporation Common Stock | $732586 | 0.56% | 3861 | $-13572 | नीचे ×1 | ||
| NFLX Netflix, Inc. - Common Stock | $702290 | 0.53% | 9836 | $28851 | ऊपर ×2 | ||
| SHYM | $698008 | 0.53% | 31092 | ऊपर ×1 | |||
| SPOT Spotify Technology S.A. Ordinary Shares | $672168 | 0.51% | 1464 | $72819 | ऊपर ×2 | ||
| CGSD | $661084 | 0.50% | 25693 | $-9278 | नीचे ×1 | ||
| PFE Pfizer, Inc. Common Stock | $613207 | 0.47% | 25466 | $-2582 | ऊपर ×2 | ||
| XLK XLK | $590633 | 0.45% | 3101 | $104013 | नीचे ×2 | ||
| FTSM First Trust Enhanced Short Maturity ETF | $571795 | 0.43% | 9573 | $53323 | ऊपर ×2 | ||
| ORCL Oracle Corporation Common Stock | $567519 | 0.43% | 3873 | $77790 | ऊपर ×2 | ||
| C Citigroup, Inc. Common Stock | $553931 | 0.42% | 3958 | $106234 | ऊपर ×2 | ||
| BUFR | $545515 | 0.41% | 14933 | $37839 | नीचे ×1 | ||
| SMH SMH | $539502 | 0.41% | 822 | $132862 | नीचे ×2 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $537058 | 0.41% | 1802 | ऊपर ×1 | |||
| CGGO | $529475 | 0.40% | 12509 | ऊपर ×1 | |||
| MUC Blackrock MuniHoldings California Quality Fund, Inc. Common Stock | $517047 | 0.39% | 47047 | $-8704 | नीचे ×1 | ||
| CRM Salesforce, Inc. Common Stock | $505417 | 0.38% | 3224 | $-146764 | नीचे ×1 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $501908 | 0.38% | 864 | ऊपर ×1 | |||
| NVO Novo Nordisk A/S Common Stock | $491334 | 0.37% | 10250 | $289467 | ऊपर ×2 | ||
| IWD | $484074 | 0.37% | 1997 | $-5323 | नीचे ×2 | ||
| AVUS | $462606 | 0.35% | 3615 | $95764 | ऊपर ×1 | ||
| COWZ | $459914 | 0.35% | 7394 | $-21409 | नीचे ×2 | ||
| BKNG Booking Holdings Inc. - Common Stock | $456473 | 0.35% | 2561 | $31231 | ऊपर ×2 | ||
| ENB Enbridge Inc Common Stock | $438827 | 0.33% | 8095 | $12360 | ऊपर ×1 | ||
| GE GE Aerospace Common Stock | $438696 | 0.33% | 1174 | $51429 | नीचे ×1 | ||
| TSM Taiwan Semiconductor Manufacturing Company Ltd. | $432849 | 0.33% | 906 | $211736 | ऊपर ×1 | ||
| GS Goldman Sachs Group, Inc. (The) Common Stock | $432403 | 0.33% | 427 | $90164 | ऊपर ×2 | ||
| CVS CVS Health Corporation Common Stock | $410267 | 0.31% | 3966 | $89268 | नीचे ×2 | ||
| CAT Caterpillar, Inc. Common Stock | $408922 | 0.31% | 384 | $139706 | ऊपर ×2 | ||
| MU Micron Technology, Inc. - Common Stock | $407473 | 0.31% | 353 | ऊपर ×1 | |||
| DVY iShares Select Dividend ETF | $399256 | 0.30% | 2553 | $-11115 | नीचे ×2 | ||
| TXN Texas Instruments Incorporated - Common Stock | $398220 | 0.30% | 1336 | $189131 | ऊपर ×1 | ||
| ITOT | $393702 | 0.30% | 2396 | $70294 | ऊपर ×2 | ||
| FPE | $392257 | 0.30% | 21938 | $2851 | |||
| RDVI | $388823 | 0.29% | 13225 | $102016 | ऊपर ×1 | ||
| RDVY First Trust Rising Dividend Achievers ETF | $382585 | 0.29% | 4720 | $59539 | नीचे ×2 | ||
| BA Boeing Company (The) Common Stock | $366270 | 0.28% | 1692 | $61952 | ऊपर ×2 | ||
| DGRO | $365977 | 0.28% | 4829 | ऊपर ×1 | |||
| TGT Target Corporation Common Stock | $365369 | 0.28% | 2798 | $35312 | ऊपर ×1 | ||
| AMAT Applied Materials, Inc. - Common Stock | $364392 | 0.28% | 504 | ऊपर ×1 | |||
| PANW Palo Alto Networks, Inc. - Common Stock | $363528 | 0.28% | 1066 | $127697 | नीचे ×1 | ||
| GEV GE Vernova Inc. Common Stock | $363031 | 0.28% | 309 | $74974 | नीचे ×1 | ||
| MRK Merck & Company, Inc. Common Stock (new) | $354218 | 0.27% | 2757 | $51078 | ऊपर ×1 | ||
| XYLD | $348727 | 0.26% | 8549 | $14191 | |||
| AVDE | $347527 | 0.26% | 3897 | ऊपर ×1 | |||
| XLF XLF | $347002 | 0.26% | 6473 | $78974 | ऊपर ×2 | ||
| XLU XLU | $346086 | 0.26% | 7631 | $131963 | ऊपर ×1 | ||
| BIZD | $335521 | 0.25% | 26503 | $139069 | ऊपर ×2 | ||
| JMST | $333966 | 0.25% | 6548 | $-24605 | नीचे ×1 | ||
| HUBB Hubbell Inc Common Stock | $331709 | 0.25% | 634 | $20580 | |||
| O Realty Income Corporation Common Stock | $326805 | 0.25% | 5274 | $15390 | ऊपर ×2 | ||
| SYFI | $321259 | 0.24% | 8994 | $76966 | ऊपर ×1 | ||
| कोई मिलान नहीं | |||||||
सबसे बड़े नए दांव
इस तिमाही में खोले गए नए पद, सबसे बड़े पहले।
| सुरक्षा | मूल्य | शेयर | % पोर्टफोलियो का |
|---|---|---|---|
| SBUX | $1246572 | 12199 | 0.95% |
| BIL | $1104899 | 12057 | 0.84% |
| PLTR | $1027396 | 8806 | 0.78% |
| SHYM | $698008 | 31092 | 0.53% |
| MRVL | $537058 | 1802 | 0.41% |
| CGGO | $529475 | 12509 | 0.40% |
| AMD | $501908 | 864 | 0.38% |
| MU | $407473 | 353 | 0.31% |
| DGRO | $365977 | 4829 | 0.28% |
| AMAT | $364392 | 504 | 0.28% |
| AVDE | $347527 | 3897 | 0.26% |
| ASML | $284487 | 142 | 0.22% |
| QUAL | $254306 | 1158 | 0.19% |
| KNG | $251539 | 4982 | 0.19% |
| DIVO | $242347 | 5303 | 0.18% |
शीर्ष मूवर्स (तिमाही-दर-तिमाही)
| सुरक्षा | कार्रवाई | शेयर Δ | मूल्य Δ |
|---|---|---|---|
| NVDA | अधिक खरीदा | +887 | +$1.3M |
| SPY | अधिक खरीदा | +1K | +$1.2M |
| AAPL | अधिक खरीदा | +264 | +$1.1M |
| BILS | अधिक खरीदा | +10K | +$1.0M |
| IBM | अधिक खरीदा | +1K | +$710K |
| GPIX | अधिक खरीदा | +11K | +$661K |
| JNJ | अधिक खरीदा | +2K | +$594K |
| SFLR | अधिक खरीदा | +13K | +$523K |
| MSFT | अधिक खरीदा | +1K | +$495K |
| YEAR | अधिक खरीदा | +9K | +$451K |
बाहर निकली पोजीशन
कॉर्पोरेट घटनाओं (विलय, डिलिस्टिंग) को शामिल करता है — सभी निकास बिक्री नहीं हैं
बंद पोजीशन 13F रिपोर्टिंग परिवर्तनों को दर्शाती हैं; इंडेक्स प्रबंधकों के लिए ये अक्सर यांत्रिक (डीलिस्टिंग, एम एंड ए, इंडेक्स रीबैलेंसिंग) होते हैं, न कि सक्रिय निर्णय।
| सुरक्षा | Quarter | शेयर पहले | मूल्य पहले | निकास के बाद से मूल्य |
|---|---|---|---|---|
| OXY | 31 मार्च 2026 | 8902 | $366050 | -5.5% |
| BFZ | 31 मार्च 2026 | 29800 | $320052 | अब ट्रैक नहीं किया जा रहा है |
| PLTR | 31 मार्च 2026 | 1576 | $280135 | 18.3% |
| CMF | 30 जून 2026 | 4002 | $227561 | अब ट्रैक नहीं किया जा रहा है |
| INCM | 30 जून 2026 | 7600 | $218500 | अब ट्रैक नहीं किया जा रहा है |
| COIN | 30 जून 2026 | 1219 | $212849 | 28.2% |
| ADBE | 31 मार्च 2026 | 602 | $210695 | 12.3% |
| DIS | 30 जून 2026 | 2135 | $205768 | 11.3% |
| PREF | 30 जून 2026 | 10859 | $204360 | अब ट्रैक नहीं किया जा रहा है |
| RKLB | 31 मार्च 2026 | 2928 | $204319 | 14.5% |
| FFWM | 30 जून 2026 | 26250 | $154875 | अब ट्रैक नहीं किया जा रहा है |