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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 24
增持 60
减持 59
清仓 7
方向
标的
Δ市值
现股数(环比)
建仓
GOVT
ISHARES TR
+$3.2M
139,458
清仓
IEF
ISHARES TR
-$1.7M
0
-100%
减持
AAPL
APPLE INC
+$1.4M
69,885
-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。
减持
MSFT
MICROSOFT CORP
+$1.4M
27,977
-4%
减持
NVDA
NVIDIA CORPORATION
+$861.3K
14,733
-0%
减持
SHV
ISHARES TR
-$788.6K
5,457
-57%
减持
AMZN
AMAZON COM INC
+$719.7K
33,524
-3%
建仓
XIFR
NEXTERA ENERGY PARTNERS LP
+$542.0K
17,824
增持
AMT
AMERICAN TOWER CORP NEW
+$445.0K
3,623
+77%
减持
FLOT
ISHARES TR
-$434.5K
6,394
-57%
增持
PCAR
PACCAR INC
+$430.8K
32,628
+1%
减持
CVX
CHEVRON CORP NEW
-$426.6K
8,504
-15%
减持
—
EXXON MOBIL CORP
-$404.8K
5,205
-34%
增持
TLT
ISHARES TR
+$366.7K
17,358
+14%
增持
COST
COSTCO WHSL CORP NEW
+$360.6K
3,454
+2%
建仓
OZ
BELPOINTE PREP LLC
+$352.8K
4,567
建仓
IWR
ISHARES TR
+$335.0K
4,310
建仓
PWR
QUANTA SVCS INC
+$330.0K
1,529
建仓
—
CONFLUENT INC
+$323.9K
13,840
建仓
IWM
ISHARES TR
+$297.3K
1,481
减持
VTI
VANGUARD INDEX FDS
-$292.0K
1,913
-46%
增持
QQQ
INVESCO QQQ TR
+$284.4K
5,465
+0%
建仓
INTC
INTEL CORP
+$275.9K
5,491
增持
FLRN
SPDR SER TR
+$271.6K
494,778
+2%
清仓
VALQ
AMERICAN CENTY ETF TR
-$266.8K
0
-100%
增持
LLY
ELI LILLY & CO
+$266.1K
2,316
+15%
增持
NEE
NEXTERA ENERGY INC
+$257.8K
8,896
+80%
减持
BA
BOEING CO
+$256.2K
4,237
-4%
建仓
IEMG
ISHARES INC
+$249.3K
4,929
建仓
SHY
ISHARES TR
+$248.1K
3,024
清仓
BP
BP PLC
-$244.6K
0
-100%
增持
ALB
ALBEMARLE CORP
+$236.7K
3,817
+106%
建仓
BCE
BCE INC
+$229.4K
5,826
减持
CRM
SALESFORCE INC
+$224.9K
4,133
-3%
减持
META
META PLATFORMS INC
+$224.5K
4,188
-0%
建仓
ICF
ISHARES TR
+$223.6K
3,807
清仓
PFF
ISHARES TR
-$215.7K
0
-100%
建仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$213.5K
3,492
清仓
AGGY
WISDOMTREE TR
-$212.6K
0
-100%
建仓
RTX
RTX CORPORATION
+$212.0K
2,520
建仓
FCX
FREEPORT-MCMORAN INC
+$211.7K
4,972
建仓
FDG
AMERICAN CENTY ETF TR
+$209.7K
2,945
清仓
PANW
PALO ALTO NETWORKS INC
-$209.6K
0
-100%
建仓
TMFS
RBB FD INC
+$208.2K
6,791
建仓
WPC
WP CAREY INC
+$208.1K
3,211
清仓
TRMB
TRIMBLE INC
-$200.5K
0
-100%
建仓
IEFA
ISHARES TR
+$200.5K
2,850
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$200.4K
1,927
减持
AVGO
BROADCOM INC
+$199.1K
700
-0%
建仓
—
LIVENT CORP
+$194.7K
10,826
建仓
ET
ENERGY TRANSFER L P
+$188.6K
13,669
减持
QCOM
QUALCOMM INC
+$186.9K
5,611
-0%
增持
CMCSA
COMCAST CORP NEW
+$179.2K
14,918
+39%
增持
MRK
MERCK & CO INC
+$177.4K
6,301
+27%
减持
VV
VANGUARD INDEX FDS
+$136.6K
9,801
-4%
减持
IVV
ISHARES TR
-$136.4K
4,862
-15%
增持
AES
AES CORP
+$127.5K
15,767
+36%
增持
EMR
EMERSON ELEC CO
+$122.8K
5,777
+27%
减持
HD
HOME DEPOT INC
+$105.2K
2,697
-2%
建仓
—
NEW YORK CMNTY BANCORP INC
+$104.9K
10,254
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$103.5K
4,408
+0%
增持
SOXX
ISHARES TR
+$102.2K
997
+0%
增持
AGNC
AGNC INVT CORP
+$102.1K
86,859
+9%
增持
FBND
FIDELITY MERRIMACK STR TR
+$99.9K
9,513
+23%
减持
V
VISA INC
+$99.5K
3,371
-0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$93.7K
3,176
-13%
增持
AGG
ISHARES TR
+$91.3K
7,238
+9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$90.6K
823
-21%
增持
SBUX
STARBUCKS CORP
+$90.0K
11,356
+4%
减持
SCHX
SCHWAB STRATEGIC TR
+$87.3K
17,499
-2%
减持
BAC
BANK AMERICA CORP
+$87.2K
24,119
-9%
减持
GOOG
ALPHABET INC
+$86.5K
10,156
-0%
建仓
OIA
INVESCO MUNI INCOME OPP TRST
+$85.5K
13,468
减持
JPM
JPMORGAN CHASE & CO
+$85.1K
10,408
-10%
增持
AMAT
APPLIED MATLS INC
+$83.7K
2,929
+4%
减持
USB
US BANCORP DEL
-$83.7K
13,289
-33%
增持
PFE
PFIZER INC
-$80.3K
19,505
+1%
增持
LOW
LOWES COS INC
+$75.4K
1,540
+20%
减持
DIS
DISNEY WALT CO
-$75.0K
4,226
-25%
增持
GE
GENERAL ELECTRIC CO
+$72.9K
2,661
+10%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$72.5K
5,343
-1%
增持
NFLX
NETFLIX INC
+$71.4K
633
+1%
增持
AMGN
AMGEN INC
+$71.1K
2,311
+4%
减持
SCHG
SCHWAB STRATEGIC TR
+$66.2K
7,469
-2%
增持
IJR
ISHARES TR
+$66.2K
4,575
+1%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$66.0K
20,598
+78%
减持
GOOGL
ALPHABET INC
+$65.6K
11,524
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
+$65.0K
18,300
-5%
增持
PG
PROCTER AND GAMBLE CO
+$62.6K
6,214
+7%
减持
SCHM
SCHWAB STRATEGIC TR
+$61.2K
8,938
-1%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$60.2K
29,062
+8%
增持
ABBV
ABBVIE INC
+$59.7K
5,805
+3%
增持
ABT
ABBOTT LABS
+$57.4K
3,011
+6%
增持
XMYDX
BLACKROCK MUNIYIELD FD INC
+$56.8K
26,910
+6%
减持
CCI
CROWN CASTLE INC
+$56.8K
3,043
-5%
增持
IWF
ISHARES TR
+$55.7K
1,489
+0%
增持
UNH
UNITEDHEALTH GROUP INC
+$54.9K
1,853
+1%
增持
CSCO
CISCO SYS INC
-$54.7K
18,813
+1%
减持
NKE
NIKE INC
+$54.2K
4,195
-0%
增持
ADBE
ADOBE INC
+$54.1K
606
+0%
增持
SYK
STRYKER CORPORATION
+$53.9K
1,975
+0%
增持
VOO
VANGUARD INDEX FDS
+$53.7K
1,152
+1%
减持
SGOV
ISHARES TR
-$51.2K
2,069
-19%
增持
MMU
WESTERN ASSET MANAGED MUNS F
+$50.5K
24,730
+10%
增持
DUK
DUKE ENERGY CORP NEW
+$50.1K
3,173
+9%
增持
IIM
INVESCO VALUE MUN INCOME TR
+$49.6K
22,402
+9%
减持
VLO
VALERO ENERGY CORP
-$48.6K
2,246
-7%
增持
—
EATON CORP PLC
+$47.5K
1,089
+8%
增持
MS
MORGAN STANLEY
+$46.9K
3,779
+1%
增持
MCD
MCDONALDS CORP
+$45.0K
1,337
+0%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$44.7K
5,272
-22%
减持
SLB
SCHLUMBERGER LTD
-$43.0K
5,209
-3%
增持
MUA
BLACKROCK MUNIASSETS FD INC
+$43.0K
14,462
+18%
减持
VTV
VANGUARD INDEX FDS
+$42.6K
9,108
-5%
减持
LMT
LOCKHEED MARTIN CORP
+$42.3K
1,021
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$41.4K
10,996
+21%
增持
ROK
ROCKWELL AUTOMATION INC
+$41.1K
1,358
+2%
减持
SCHA
SCHWAB STRATEGIC TR
+$40.8K
7,430
-1%
增持
KO
COCA COLA CO
+$40.0K
11,485
+1%
增持
GD
GENERAL DYNAMICS CORP
+$38.5K
931
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$38.4K
11,407
-11%
增持
XEVVX
EATON VANCE LTD DURATION INC
+$38.1K
25,801
+12%
减持
ISRG
INTUITIVE SURGICAL INC
+$38.0K
875
-1%
增持
DE
DEERE & CO
+$38.0K
1,403
+1%
减持
NOC
NORTHROP GRUMMAN CORP
-$37.6K
512
-19%
减持
MA
MASTERCARD INCORPORATED
+$36.7K
1,304
-1%
减持
VB
VANGUARD INDEX FDS
+$36.7K
2,182
-4%
增持
NMI
NUVEEN MUN INCOME FD INC
+$36.1K
26,920
+9%
减持
VO
VANGUARD INDEX FDS
+$36.1K
3,089
-6%
增持
—
BLACKROCK INVT QUALITY MUN T
+$36.1K
15,746
+6%
增持
WELL
WELLTOWER INC
+$34.5K
3,213
+3%
增持
XMCRX
MFS CHARTER INCOME TR
+$34.5K
56,448
+0%
减持
MU
MICRON TECHNOLOGY INC
-$34.0K
2,949
-30%
增持
PMM
PUTNAM MANAGED MUN INCOME TR
+$32.0K
18,764
+25%
减持
GM
GENERAL MTRS CO
+$31.9K
10,997
-0%
减持
WMT
WALMART INC
-$31.7K
8,912
-1%
减持
GLD
SPDR GOLD TR
+$31.6K
1,636
-0%
减持
VLD
VELO3D INC
-$30.8K
18,474
-25%
减持
CVS
CVS HEALTH CORP
+$28.9K
4,211
-3%
增持
IGI
WESTERN ASSET INVT GRADE DEF
+$27.1K
15,463
+0%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$27.1K
1,199
-6%
减持
VYM
VANGUARD WHITEHALL FDS
-$25.3K
2,545
-15%
增持
MO
ALTRIA GROUP INC
+$25.1K
6,247
+16%
增持
MMT
MFS MULTIMARKET INCOME TR
+$25.0K
85,653
+0%
减持
UMBF
UMB FINL CORP
-$24.8K
4,558
-30%
减持
PEP
PEPSICO INC
-$20.2K
2,479
-5%
增持
NUV
NUVEEN MUN VALUE FD INC
+$19.9K
41,678
+2%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$19.9K
4,615
-4%
减持
NOBL
PROSHARES TR
+$19.0K
5,321
-3%
减持
AVUV
AMERICAN CENTY ETF TR
-$18.7K
2,350
-20%