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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
$155.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 12
增持 81
减持 44
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$645.0K
22,757
+333%
增持
MSFT
MICROSOFT CORP
-$482.0K
24,208
+2%
减持
NVDA
NVIDIA CORPORATION
-$365.0K
11,913
-0%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
MINT
PIMCO ETF TR
-$365.0K
0
-100%
增持
GOOG
ALPHABET INC
-$351.0K
11,091
+1612%
建仓
—
PROSHARES TR
+$346.0K
20,000
增持
FLOT
ISHARES TR
+$328.0K
15,643
+71%
增持
AAPL
APPLE INC
+$324.0K
69,212
+2%
建仓
IWV
ISHARES TR
+$314.0K
1,519
增持
—
CRESTWOOD EQUITY PARTNERS LP
+$311.0K
28,616
+43%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$294.0K
0
-100%
清仓
FLTR
VANECK ETF TRUST
-$291.0K
0
-100%
建仓
TLT
ISHARES TR
+$273.0K
2,668
清仓
BP
BP PLC
-$268.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$266.0K
14,579
+11%
建仓
WELL
WELLTOWER INC
+$240.0K
3,728
减持
AMZN
AMAZON COM INC
-$238.0K
32,155
-12%
建仓
PNC
PNC FINL SVCS GROUP INC
+$232.0K
1,553
清仓
PM
PHILIP MORRIS INTL INC
-$223.0K
0
-100%
清仓
ICF
ISHARES TR
-$220.0K
0
-100%
建仓
SYK
STRYKER CORPORATION
+$217.0K
1,069
建仓
ALB
ALBEMARLE CORP
+$216.0K
816
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$215.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$215.0K
0
-100%
建仓
SLB
SCHLUMBERGER LTD
+$208.0K
5,802
清仓
IJH
ISHARES TR
-$206.0K
0
-100%
清仓
—
UNILEVER PLC
-$205.0K
0
-100%
建仓
ODFL
OLD DOMINION FREIGHT LINE IN
+$204.0K
822
清仓
IYY
ISHARES TR
-$203.0K
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$201.0K
0
-100%
增持
TSLA
TESLA INC
+$199.0K
5,055
+198%
建仓
SPH
SUBURBAN PROPANE PARTNERS L
+$197.0K
13,100
减持
META
META PLATFORMS INC
-$157.0K
4,632
-5%
减持
TAXF
AMERICAN CENTY ETF TR
-$154.0K
21,109
-9%
增持
CVX
CHEVRON CORP NEW
+$149.0K
8,543
+15%
增持
VZ
VERIZON COMMUNICATIONS INC
-$147.0K
14,017
+5%
增持
PFE
PFIZER INC
-$141.0K
17,650
+1%
增持
—
NUSTAR ENERGY LP
+$127.0K
45,600
+29%
减持
MFIC
MIDCAP FINANCIAL INVSTMNT CO
-$117.0K
15,500
-50%
增持
JNJ
JOHNSON & JOHNSON
-$117.0K
9,831
+1%
减持
QCOM
QUALCOMM INC
-$111.0K
6,059
-3%
增持
IEF
ISHARES TR
-$111.0K
17,977
+0%
增持
GOOGL
ALPHABET INC
-$111.0K
10,388
+1949%
增持
CRM
SALESFORCE INC
-$108.0K
5,328
+1%
增持
HD
HOME DEPOT INC
+$102.0K
3,254
+12%
增持
T
AT&T INC
-$100.0K
20,671
+4%
增持
GIS
GENERAL MLS INC
+$89.0K
7,057
+18%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$83.0K
3,710
-0%
减持
LMT
LOCKHEED MARTIN CORP
-$82.0K
980
-9%
减持
MTB
M & T BK CORP
-$82.0K
1,730
-29%
减持
USB
US BANCORP DEL
-$81.0K
14,044
-0%
减持
EMR
EMERSON ELEC CO
-$81.0K
4,826
-12%
增持
NKE
NIKE INC
-$78.0K
4,110
+0%
增持
DE
DEERE & CO
+$78.0K
1,500
+6%
减持
SCHG
SCHWAB STRATEGIC TR
-$77.0K
12,157
-7%
减持
V
VISA INC
-$77.0K
3,672
-1%
增持
PG
PROCTER AND GAMBLE CO
-$71.0K
5,604
+3%
增持
KO
COCA COLA CO
-$71.0K
11,708
+1%
减持
SCHX
SCHWAB STRATEGIC TR
-$70.0K
23,889
-1%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$69.0K
3,426
-6%
减持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$68.0K
48,865
-2%
增持
AGG
ISHARES TR
+$67.0K
3,784
+29%
减持
SBUX
STARBUCKS CORP
+$66.0K
9,090
-1%
减持
ORCL
ORACLE CORP
-$63.0K
6,956
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$62.0K
12,312
-2%
减持
DOW
DOW INC
-$62.0K
5,432
-7%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$59.0K
7,855
-2%
增持
BA
BOEING CO
-$54.0K
3,656
+0%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
+$54.0K
21,919
+35%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$53.0K
754
+6%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM
-$53.0K
25,295
+0%
清仓
NOK
NOKIA CORP
-$53.0K
0
-100%
增持
JPM
JPMORGAN CHASE & CO
-$52.0K
7,720
+1%
增持
VLO
VALERO ENERGY CORP
+$51.0K
2,728
+21%
增持
WPC
WP CAREY INC
-$50.0K
3,907
+0%
增持
VV
VANGUARD INDEX FDS
-$50.0K
6,192
+0%
建仓
—
FUELCELL ENERGY INC
+$48.0K
14,172
减持
AMGN
AMGEN INC
-$46.0K
2,151
-1%
减持
PCAR
PACCAR INC
-$45.0K
21,244
-4%
增持
—
ABRDN ASIA PACIFIC INCOME FU
+$45.0K
42,400
+100%
减持
TIP
ISHARES TR
-$45.0K
3,104
-5%
增持
CCI
CROWN CASTLE INC
-$42.0K
1,802
+1%
增持
LLY
LILLY ELI & CO
+$42.0K
2,111
+7%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$41.0K
15,511
-11%
增持
AMT
AMERICAN TOWER CORP NEW
-$41.0K
1,275
+3%
减持
GLD
SPDR GOLD TR
-$40.0K
1,531
-7%
增持
AVGO
BROADCOM INC
+$40.0K
545
+31%
增持
CSCO
CISCO SYS INC
-$40.0K
17,716
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$39.0K
3,346
-11%
减持
WMT
WALMART INC
+$39.0K
6,954
-2%
减持
HYMB
SPDR SER TR
-$39.0K
5,353
-7%
增持
INTC
INTEL CORP
-$38.0K
8,573
+24%
减持
BND
VANGUARD BD INDEX FDS
-$37.0K
4,978
-4%
减持
SCHM
SCHWAB STRATEGIC TR
-$36.0K
13,187
-1%
增持
ABBV
ABBVIE INC
+$36.0K
4,917
+21%
增持
NOBL
PROSHARES TR
-$33.0K
6,234
+0%
减持
D
DOMINION ENERGY INC
-$33.0K
3,040
-0%
增持
—
TOTALENERGIES SE
-$33.0K
5,617
+1%
减持
BAC
BK OF AMERICA CORP
-$33.0K
26,492
-1%
减持
IIM
INVESCO VALUE MUN INCOME TR
-$33.0K
16,618
-4%
减持
—
VERB TECHNOLOGY CO INC
-$31.0K
193,000
-17%
增持
DUK
DUKE ENERGY CORP NEW
-$30.0K
2,898
+4%
增持
GBAB
GUGGENHEIM TAXABLE MUNICP BO
-$30.0K
14,799
+2%
增持
SOXX
ISHARES TR
-$30.0K
1,037
+1%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$29.0K
3,867
-0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$27.0K
1,303
+0%
增持
ROK
ROCKWELL AUTOMATION INC
+$27.0K
1,403
+2%
增持
MMT
MFS MULTIMARKET INCOME TR
-$26.0K
78,485
+0%
增持
VTV
VANGUARD INDEX FDS
-$26.0K
7,796
+4%
增持
IGI
WESTERN ASSET INVT GRADE DEF
-$25.0K
15,816
+0%
增持
MU
MICRON TECHNOLOGY INC
-$24.0K
6,600
+3%
增持
MIN
MFS INTER INCOME TR
-$23.0K
177,624
+1%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$22.0K
3,755
+0%
增持
LHX
L3HARRIS TECHNOLOGIES INC
-$22.0K
988
+5%
增持
ETB
EATON VANCE TAX MNGED BUY WR
-$20.0K
15,913
+4%
增持
NEE
NEXTERA ENERGY INC
+$20.0K
3,977
+6%
减持
TJX
TJX COS INC NEW
+$20.0K
5,744
-5%
增持
VALQ
AMERICAN CENTY ETF TR
-$20.0K
5,427
+0%
减持
NMI
NUVEEN MUN INCOME FD INC
-$19.0K
23,057
-3%
减持
SO
SOUTHERN CO
-$18.0K
3,560
-2%
增持
LOW
LOWES COS INC
+$18.0K
1,239
+0%
增持
MGF
MFS GOVT MKTS INCOME TR
-$18.0K
71,259
+0%
增持
COST
COSTCO WHSL CORP NEW
+$18.0K
2,875
+3%
增持
ABT
ABBOTT LABS
-$18.0K
2,187
+4%
增持
VOO
VANGUARD INDEX FDS
-$17.0K
1,024
+1%
增持
—
BLACKROCK INCOME TR INC
-$17.0K
45,538
+0%
增持
AGGY
WISDOMTREE TR
-$17.0K
8,798
+1%
减持
SCHA
SCHWAB STRATEGIC TR
-$17.0K
11,558
-1%
增持
UNP
UNION PAC CORP
-$15.0K
1,132
+3%
减持
AES
AES CORP
+$15.0K
9,837
-0%
增持
MA
MASTERCARD INCORPORATED
-$15.0K
883
+5%
增持
MRK
MERCK & CO INC
-$15.0K
4,246
+2%
建仓
—
TUESDAY MORNING CORP
+$15.0K
125,000
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
-$14.0K
12,484
+0%
增持
MS
MORGAN STANLEY
+$14.0K
3,286
+1%
增持
—
EXXON MOBIL CORP
+$14.0K
5,243
+1%
增持
BIL
SPDR SER TR
+$14.0K
2,601
+6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$14.0K
898
+9%
增持
IVV
ISHARES TR
+$13.0K
2,765
+7%
增持
CORP
PIMCO ETF TR
-$12.0K
3,992
+2%
减持
CWB
SPDR SER TR
-$12.0K
4,154
-3%
减持
PFF
ISHARES TR
-$12.0K
8,630
-1%
增持
CAG
CONAGRA BRANDS INC
-$10.0K
8,358
+1%
增持
SRLN
SSGA ACTIVE ETF TR
+$9.0K
6,310
+5%
增持
GM
GENERAL MTRS CO
+$8.0K
7,389
+3%
减持
CVS
CVS HEALTH CORP
+$8.0K
4,475
-1%
增持
MCD
MCDONALDS CORP
-$8.0K
1,116
+4%
增持
VO
VANGUARD INDEX FDS
+$8.0K
3,101
+6%
增持
XMCRX
MFS CHARTER INCOME TR
-$7.0K
46,261
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$7.0K
1,043
+6%