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Fortitude Advisory Group L.L.C. 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Fortitude Advisory Group L.L.C.

报告期 2026-03-31 · CIK 0001928999

持仓数

225

前50大市值合计

$155.4M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

VUSB VANGUARD BD INDEX FDS

VANGUARD ULTRA

$27.3M

548,519

17.6%

NVDA NVIDIA CORPORATION

COM

$22.0M

126,086

14.2%

MSFT MICROSOFT CORP

COM

$9.9M

26,828

6.4%

AAPL APPLE INC

COM

$6.4M

25,098

4.1%

SPY STATE STR SPDR S&P 500 ETF T

TR UNIT

$5.9M

9,002

3.8%

AMZN AMAZON COM INC

COM

$5.4M

25,883

3.5%

AVGO BROADCOM INC

COM

$4.4M

14,069

2.8%

PULS PGIM ETF TR

PGIM ULTRA SH BD

$3.7M

74,881

2.4%

PCAR PACCAR INC

COM

$3.6M

31,042

2.3%

COST COSTCO WHOLESALE CORPORATION

COM

$3.6M

3,591

2.3%

MU MICRON TECHNOLOGY INC

COM

$3.5M

10,319

2.2%

— FTAI AVIATION LTD

SHS

$3.4M

13,999

2.2%

VV VANGUARD INDEX FDS

LARGE CAP ETF

$2.7M

9,019

1.7%

AZ A2Z CUST2MATE SOLUTIONS CORP

COM

$2.7M

400,000

1.7%

IEF ISHARES TR

7-10 YR TRSY BD

$2.5M

25,891

1.6%

VTV VANGUARD INDEX FDS

VALUE ETF

$2.4M

12,457

1.6%

JPM JPMORGAN CHASE & CO

COM

$2.4M

8,193

1.6%

TSLA TESLA INC

COM

$2.2M

6,001

1.4%

GOOGL ALPHABET INC

CAP STK CL A

$2.1M

7,249

1.3%

QQQ INVESCO QQQ TR

UNIT SER 1

$2.0M

3,435

1.3%

PWR QUANTA SVCS INC

COM

$1.7M

3,085

1.1%

VOO VANGUARD INDEX FDS

S&P 500 ETF SHS

$1.7M

2,795

1.1%

VIG VANGUARD SPECIALIZED FUNDS

DIV APP ETF

$1.6M

7,598

1.1%

CEG CONSTELLATION ENERGY CORP

COM

$1.6M

5,710

1.0%

VRT VERTIV HOLDINGS CO

COM CL A

$1.6M

6,302

1.0%

IVV ISHARES TR

CORE S&P500 ETF

$1.6M

2,417

1.0%

META META PLATFORMS INC

CL A

$1.5M

2,569

0.9%

GOOG ALPHABET INC

CAP STK CL C

$1.5M

5,057

0.9%

SCHX SCHWAB STRATEGIC TR

US LRG CAP ETF

$1.4M

56,389

0.9%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$1.4M

2

0.9%

SKE SKEENA RES LTD NEW

COM

$1.3M

44,817

0.9%

WMT WALMART INC

COM

$1.3M

10,438

0.8%

GEV GE VERNOVA INC

COM

$1.3M

1,482

0.8%

MHD BLACKROCK MUNIHOLDINGS FD IN

COM

$1.2M

105,020

0.8%

LLY ELI LILLY & CO

COM

$1.2M

1,275

0.8%

MRVL MARVELL TECHNOLOGY INC

COM

$1.2M

11,615

0.7%

TLN TALEN ENERGY CORP

COM

$1.1M

3,586

0.7%

ABBV ABBVIE INC

COM

$1.1M

5,186

0.7%

VTI VANGUARD INDEX FDS

TOTAL STK MKT

$1.1M

3,496

0.7%

SGOV ISHARES TR

0-3 MNTH TREASRY

$1.1M

10,857

0.7%

VO VANGUARD INDEX FDS

MID CAP ETF

$1.1M

3,796

0.7%

CSCO CISCO SYS INC

COM

$1.1M

13,816

0.7%

AEHR AEHR TEST SYS

COM

$1.1M

28,682

0.7%

MS MORGAN STANLEY

COM NEW

$1.0M

6,194

0.7%

SOXX ISHARES TR

ISHARES SEMICDTR

$996.4K

3,032

0.6%

SCHM SCHWAB STRATEGIC TR

US MID-CAP ETF

$996.4K

32,182

0.6%

IBM INTERNATIONAL BUSINESS MACHS

COM

$962.4K

3,971

0.6%

CVX CHEVRON CORPORATION

COM

$933.8K

4,513

0.6%

SCHG SCHWAB STRATEGIC TR

US LCAP GR ETF

$910.1K

31,242

0.6%

AMKR AMKOR TECHNOLOGY INC

COM

$903.5K

20,065

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

49%前 6 大占比

VUSB17.6%NVDA14.2%MSFT6.4%AAPL4.1%SPY3.8%AMZN3.5%