小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 10
增持 79
减持 45
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
FLRN
SPDR SER TR
+$14.9M
483,843
增持
AAPL
APPLE INC
-$1.5M
70,197
+1%
增持
JPM
JPMORGAN CHASE & CO
+$653.4K
11,621
+64%
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。
增持
AGNC
AGNC INVT CORP
+$569.7K
79,453
+346%
减持
JNJ
JOHNSON & JOHNSON
-$562.4K
6,986
-30%
增持
—
EXXON MOBIL CORP
+$395.2K
7,869
+59%
增持
CVX
CHEVRON CORP NEW
+$372.8K
10,052
+20%
增持
WMT
WALMART INC
+$365.5K
8,983
+32%
增持
VTI
VANGUARD INDEX FDS
+$351.2K
3,511
+96%
建仓
VYM
VANGUARD WHITEHALL FDS
+$309.4K
2,995
减持
AGG
ISHARES TR
-$302.9K
6,668
-30%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$293.2K
0
-100%
清仓
—
NUSTAR ENERGY LP
-$278.1K
0
-100%
建仓
SGOV
ISHARES TR
+$258.6K
2,569
清仓
—
CRESTWOOD EQUITY PARTNERS LP
-$248.3K
0
-100%
清仓
INTU
INTUIT
-$244.2K
0
-100%
清仓
WPC
WP CAREY INC
-$240.5K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$233.7K
0
-100%
清仓
ECL
ECOLAB INC
-$231.2K
0
-100%
建仓
AVUV
AMERICAN CENTY ETF TR
+$229.7K
2,947
增持
TLT
ISHARES TR
+$222.5K
15,218
+39%
增持
JFR
NUVEEN FLOATING RATE INCOME
+$221.0K
39,483
+202%
减持
AMZN
AMAZON COM INC
-$215.9K
34,408
-2%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$214.9K
0
-100%
建仓
—
EATON CORP PLC
+$214.8K
1,007
清仓
SRLN
SSGA ACTIVE ETF TR
-$213.4K
0
-100%
清仓
ICF
ISHARES TR
-$211.6K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$211.3K
14,793
+1%
增持
ABBV
ABBVIE INC
+$210.3K
5,634
+21%
建仓
PANW
PALO ALTO NETWORKS INC
+$209.6K
894
建仓
GD
GENERAL DYNAMICS CORP
+$203.3K
920
清仓
IJH
ISHARES TR
-$202.7K
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$200.6K
0
-100%
建仓
TRMB
TRIMBLE INC
+$200.5K
3,723
清仓
—
PROSHARES TR
-$197.7K
0
-100%
清仓
MFIC
MIDCAP FINANCIAL INVSTMNT CO
-$196.2K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$194.2K
3,642
-27%
减持
TAXF
AMERICAN CENTY ETF TR
-$193.2K
6,022
-38%
减持
SCHG
SCHWAB STRATEGIC TR
-$193.2K
7,610
-24%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$189.3K
4,794
-37%
增持
USB
US BANCORP DEL
+$183.8K
19,928
+39%
减持
QQQ
INVESCO QQQ TR
-$177.5K
5,452
-5%
减持
HPQ
HP INC
-$168.1K
31,196
-1%
清仓
ARI
APOLLO COML REAL EST FIN INC
-$166.4K
0
-100%
增持
GOOGL
ALPHABET INC
+$162.9K
11,800
+2%
减持
NOBL
PROSHARES TR
-$155.5K
5,506
-19%
增持
GOOG
ALPHABET INC
+$154.8K
10,199
+4%
减持
XLK
SELECT SECTOR SPDR TR
-$150.6K
1,288
-38%
增持
UMBF
UMB FINL CORP
+$146.1K
6,537
+53%
清仓
—
NUVEEN SR INCOME FD
-$145.9K
0
-100%
增持
SYK
STRYKER CORPORATION
+$144.9K
1,967
+53%
减持
CRM
SALESFORCE INC
-$142.5K
4,254
-11%
减持
VGT
VANGUARD WORLD FDS
-$142.3K
1,931
-10%
减持
LLY
ELI LILLY & CO
+$134.3K
2,018
-0%
增持
CMCSA
COMCAST CORP NEW
+$127.9K
10,712
+28%
减持
SCHM
SCHWAB STRATEGIC TR
-$126.7K
9,042
-13%
减持
HD
HOME DEPOT INC
-$125.7K
2,745
-11%
增持
IVV
ISHARES TR
+$124.5K
5,726
+9%
增持
COST
COSTCO WHSL CORP NEW
+$117.1K
3,397
+1%
减持
SCHV
SCHWAB STRATEGIC TR
-$115.1K
8,036
-15%
增持
AMGN
AMGEN INC
+$113.4K
2,212
+2%
建仓
MUA
BLACKROCK MUNIASSETS FD INC
+$110.1K
12,235
增持
SPY
SPDR S&P 500 ETF TR
-$104.9K
12,773
+2%
增持
CSCO
CISCO SYS INC
+$96.7K
18,698
+6%
建仓
PFL
PIMCO INCOME STRATEGY FD
+$95.9K
12,498
减持
SCHX
SCHWAB STRATEGIC TR
-$94.1K
17,780
-6%
增持
AVGO
BROADCOM INC
+$93.0K
701
+24%
增持
IEF
ISHARES TR
-$90.9K
18,461
+0%
减持
SBUX
STARBUCKS CORP
-$90.3K
10,961
-0%
增持
META
META PLATFORMS INC
+$89.6K
4,190
+3%
减持
BA
BOEING CO
-$88.1K
4,425
-0%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$87.6K
4,401
+11%
减持
GM
GENERAL MTRS CO
-$79.2K
11,012
-4%
减持
SCHA
SCHWAB STRATEGIC TR
-$76.6K
7,488
-15%
增持
GIS
GENERAL MLS INC
-$74.9K
6,391
+1%
减持
ROK
ROCKWELL AUTOMATION INC
-$74.4K
1,331
-4%
增持
ORCL
ORACLE CORP
-$72.7K
6,461
+2%
增持
UNH
UNITEDHEALTH GROUP INC
+$67.9K
1,826
+3%
减持
DIS
DISNEY WALT CO
-$66.7K
5,634
-4%
减持
CAG
CONAGRA BRANDS INC
-$66.1K
8,361
-5%
增持
PFE
PFIZER INC
+$64.4K
19,349
+23%
增持
SLB
SCHLUMBERGER LTD
+$58.9K
5,388
+4%
增持
—
TOTALENERGIES SE
+$55.8K
5,842
+3%
增持
TXN
TEXAS INSTRS INC
-$55.6K
3,339
+2%
增持
AES
AES CORP
-$55.4K
11,582
+4%
减持
LMT
LOCKHEED MARTIN CORP
-$54.7K
1,028
-0%
减持
F
FORD MTR CO DEL
-$53.6K
17,061
-3%
减持
VO
VANGUARD INDEX FDS
-$52.3K
3,278
-2%
减持
IJR
ISHARES TR
-$51.1K
4,549
-6%
增持
ALB
ALBEMARLE CORP
-$51.1K
1,851
+13%
增持
NKE
NIKE INC
-$50.3K
4,197
+3%
减持
TIP
ISHARES TR
-$49.6K
3,785
-8%
减持
DE
DEERE & CO
-$49.1K
1,386
-2%
减持
BAC
BANK AMERICA CORP
-$49.0K
26,476
-2%
减持
QCOM
QUALCOMM INC
-$47.0K
5,624
-0%
减持
IWD
ISHARES TR
-$46.2K
1,886
-10%
减持
AGGY
WISDOMTREE TR
-$45.3K
5,122
-14%
减持
NBB
NUVEEN TAXABLE MUNICPAL INM
-$45.1K
20,755
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
-$42.6K
19,282
+7%
减持
CORP
PIMCO ETF TR
-$42.5K
2,376
-13%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
-$42.4K
50,559
+3%
增持
NMAI
NUVEEN MULTI ASSET INCOME FU
+$42.0K
16,830
+35%
减持
—
DIGIHOST TECHNOLOGY INC
-$41.1K
22,542
-38%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$40.9K
9,075
+15%
增持
ISRG
INTUITIVE SURGICAL INC
-$40.6K
880
+1%
减持
SHV
ISHARES TR
-$39.8K
12,579
-3%
增持
KO
COCA COLA CO
-$38.8K
11,376
+1%
增持
BP
BP PLC
+$38.7K
6,318
+8%
增持
MMU
WESTERN ASSET MANAGED MUNS F
+$37.4K
22,508
+37%
增持
VTV
VANGUARD INDEX FDS
-$35.3K
9,563
+0%
增持
CAT
CATERPILLAR INC
+$34.9K
966
+4%
增持
NEE
NEXTERA ENERGY INC
+$34.7K
4,932
+48%
增持
—
BLACKROCK MUN INCOME TR
-$32.7K
38,445
+2%
增持
ADBE
ADOBE INC
+$31.2K
603
+7%
增持
PEP
PEPSICO INC
-$30.9K
2,604
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$30.2K
6,797
+18%
增持
NXP
NUVEEN SELECT TAX-FREE INCOM
-$29.3K
29,970
+1%
增持
EMR
EMERSON ELEC CO
+$29.1K
4,551
+0%
增持
MA
MASTERCARD INCORPORATED
+$29.0K
1,312
+5%
增持
TSLA
TESLA INC
-$28.0K
5,098
+2%
增持
PG
PROCTER AND GAMBLE CO
-$27.7K
5,814
+1%
增持
HON
HONEYWELL INTL INC
-$27.6K
1,695
+3%
增持
—
LINDE PLC
+$27.1K
951
+11%
减持
T
AT&T INC
-$26.8K
24,896
-1%
增持
UPS
UNITED PARCEL SERVICE INC
-$25.8K
1,468
+3%
减持
PFF
ISHARES TR
-$24.2K
7,155
-8%
增持
SOXX
ISHARES TR
-$23.8K
996
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$23.4K
5,461
-6%
减持
CWB
SPDR SER TR
-$22.9K
3,020
-7%
增持
MU
MICRON TECHNOLOGY INC
+$22.6K
4,199
+1%
增持
BND
VANGUARD BD INDEX FDS
+$22.4K
6,282
+10%
减持
PCAR
PACCAR INC
+$22.3K
32,408
-1%
增持
ETB
EATON VANCE TAX MNGED BUY WR
-$22.1K
17,487
+0%
增持
GLD
SPDR GOLD TR
+$21.4K
1,640
+13%
增持
MMT
MFS MULTIMARKET INCOME TR
-$21.0K
85,621
+0%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
-$20.4K
26,876
+3%
增持
ABT
ABBOTT LABS
-$20.4K
2,829
+5%
增持
NFLX
NETFLIX INC
-$19.6K
627
+8%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$17.9K
1,269
-1%
增持
NOW
SERVICENOW INC
+$17.8K
428
+9%
增持
MGF
MFS GOVT MKTS INCOME TR
+$17.3K
82,365
+13%
增持
XMYDX
BLACKROCK MUNIYIELD FD INC
-$16.6K
25,409
+6%
增持
IIM
INVESCO VALUE MUN INCOME TR
-$16.3K
20,498
+6%
增持
XEVVX
EATON VANCE LTD DURATION INC
+$16.1K
23,129
+12%
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
+$16.0K
15,360
+6%
增持
LOW
LOWES COS INC
-$15.5K
1,286
+3%
增持
XETYX
EATON VANCE TAX-MANAGED DIVE
-$14.8K
16,256
+0%
增持
MO
ALTRIA GROUP INC
+$14.7K
5,396
+15%
增持
VLD
VELO3D INC
-$13.4K
24,474
+3%
增持
VVR
INVESCO SR INCOME TR
+$13.4K
45,423
+6%