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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 16
增持 43
减持 69
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$6.6M
15,387
+4%
减持
AAPL
APPLE INC
-$3.2M
59,753
-14%
增持
MSFT
MICROSOFT CORP
+$2.1M
30,028
+7%
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。
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.9M
3
建仓
PULS
PGIM ETF TR
+$1.0M
20,871
减持
TLT
ISHARES TR
-$890.7K
8,726
-50%
建仓
IOT
SAMSARA INC
+$881.0K
23,312
减持
PCAR
PACCAR INC
+$758.9K
31,843
-2%
增持
FLRN
SPDR SER TR
+$713.4K
514,065
+4%
减持
AMZN
AMAZON COM INC
+$680.3K
32,010
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$615.8K
11,543
+1%
增持
—
CONFLUENT INC
+$589.8K
29,935
+116%
增持
MS
MORGAN STANLEY
+$522.9K
9,296
+146%
减持
CVX
CHEVRON CORP NEW
-$522.0K
4,733
-44%
增持
VV
VANGUARD INDEX FDS
+$456.1K
10,820
+10%
减持
META
META PLATFORMS INC
+$436.1K
3,951
-6%
清仓
AVUS
AMERICAN CENTY ETF TR
-$414.8K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$379.0K
5,894
+8%
增持
TSLA
TESLA INC
-$367.5K
5,257
+1%
增持
MU
MICRON TECHNOLOGY INC
+$359.1K
5,181
+76%
清仓
OZ
BELPOINTE PREP LLC
-$352.8K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$340.7K
3,577
+4%
减持
LLY
ELI LILLY & CO
+$338.2K
2,170
-6%
建仓
UPRO
PROSHARES TR
+$337.9K
4,790
清仓
HON
HONEYWELL INTL INC
-$327.6K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$326.1K
3,353
-62%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$320.1K
9,401
+131%
清仓
DOW
DOW INC
-$306.5K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$304.2K
5,280
减持
VGT
VANGUARD WORLD FD
-$298.3K
956
-42%
增持
AVGO
BROADCOM INC
+$284.3K
804
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$281.4K
1,379
+65%
减持
JNJ
JOHNSON & JOHNSON
-$269.1K
5,192
-25%
增持
VTV
VANGUARD INDEX FDS
+$252.9K
9,914
+9%
清仓
MUSI
AMERICAN CENTY ETF TR
-$252.4K
0
-100%
建仓
TGT
TARGET CORP
+$249.3K
1,407
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$248.0K
4,572
清仓
GD
GENERAL DYNAMICS CORP
-$241.8K
0
-100%
增持
BA
BOEING CO
-$237.7K
4,491
+6%
清仓
—
UNILEVER PLC
-$236.0K
0
-100%
清仓
BCE
BCE INC
-$229.4K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$223.5K
0
-100%
建仓
ALK
ALASKA AIR GROUP INC
+$222.3K
5,170
建仓
ECL
ECOLAB INC
+$216.6K
938
建仓
EME
EMCOR GROUP INC
+$215.7K
616
清仓
—
MEDTRONIC PLC
-$215.7K
0
-100%
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$213.5K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$213.2K
665
建仓
PNC
PNC FINL SVCS GROUP INC
+$212.7K
1,316
清仓
RTX
RTX CORPORATION
-$212.0K
0
-100%
清仓
AVUV
AMERICAN CENTY ETF TR
-$211.0K
0
-100%
清仓
FDG
AMERICAN CENTY ETF TR
-$209.7K
0
-100%
清仓
SGOV
ISHARES TR
-$207.5K
0
-100%
清仓
CWB
SPDR SER TR
-$206.9K
0
-100%
清仓
XLK
SELECT SECTOR SPDR TR
-$206.8K
0
-100%
减持
GOOGL
ALPHABET INC
-$205.2K
9,306
-19%
建仓
SRLN
SSGA ACTIVE ETF TR
+$200.7K
4,767
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$200.4K
0
-100%
清仓
—
LIVENT CORP
-$194.7K
0
-100%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$193.5K
24,452
+37%
增持
AMD
ADVANCED MICRO DEVICES INC
+$190.6K
3,650
+15%
清仓
KMI
KINDER MORGAN INC DEL
-$178.0K
0
-100%
增持
DIS
DISNEY WALT CO
+$176.0K
4,557
+8%
减持
UNH
UNITEDHEALTH GROUP INC
-$174.6K
1,619
-13%
增持
VO
VANGUARD INDEX FDS
+$170.6K
3,559
+15%
增持
WMT
WALMART INC
+$169.6K
26,170
+194%
增持
SCHX
SCHWAB STRATEGIC TR
+$168.1K
18,611
+6%
减持
AMT
AMERICAN TOWER CORP NEW
-$165.8K
3,119
-14%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$164.7K
13,866
减持
ALB
ALBEMARLE CORP
-$164.2K
2,940
-23%
建仓
SOUN
SOUNDHOUND AI INC
+$161.7K
27,450
减持
IWF
ISHARES TR
-$160.2K
864
-42%
减持
CMCSA
COMCAST CORP NEW
-$156.8K
11,474
-23%
减持
GM
GENERAL MTRS CO
-$149.4K
5,417
-51%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$139.9K
14,725
+34%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$139.9K
4,508
+2%
减持
CSCO
CISCO SYS INC
-$138.3K
16,272
-14%
减持
ABBV
ABBVIE INC
+$130.3K
5,655
-3%
减持
USB
US BANCORP DEL
-$119.1K
10,203
-23%
增持
SCHV
SCHWAB STRATEGIC TR
+$116.2K
8,116
+14%
减持
AMGN
AMGEN INC
-$114.1K
1,940
-16%
减持
VZ
VERIZON COMMUNICATIONS INC
-$112.4K
13,764
-25%
减持
AES
AES CORP
-$112.3K
10,662
-32%
减持
SYK
STRYKER CORPORATION
+$111.4K
1,964
-1%
增持
SCHG
SCHWAB STRATEGIC TR
+$111.3K
7,883
+6%
减持
PEP
PEPSICO INC
-$106.4K
1,798
-27%
减持
GE
GENERAL ELECTRIC CO
+$105.0K
2,533
-5%
清仓
—
NEW YORK CMNTY BANCORP INC
-$104.9K
0
-100%
减持
MRK
MERCK & CO INC
+$104.1K
5,995
-5%
减持
BAC
BANK AMERICA CORP
+$98.6K
24,016
-0%
增持
SOXX
ISHARES TR
+$93.8K
2,957
+197%
减持
CRM
SALESFORCE INC
-$92.8K
3,303
-20%
减持
T
AT&T INC
-$92.2K
15,614
-29%
减持
AGG
ISHARES TR
-$92.1K
6,394
-12%
减持
JPM
JPMORGAN CHASE & CO
+$91.5K
9,295
-11%
增持
DE
DEERE & CO
+$88.4K
1,581
+13%
建仓
—
ARCADIUM LITHIUM PLC
+$86.0K
19,943
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$85.7K
5,455
+2%
减持
GOOG
ALPHABET INC
+$81.3K
9,934
-2%
减持
EMR
EMERSON ELEC CO
+$81.2K
5,673
-2%
增持
SCHM
SCHWAB STRATEGIC TR
+$80.9K
9,261
+4%
减持
ADBE
ADOBE INC
-$75.4K
567
-6%
减持
DUK
DUKE ENERGY CORP NEW
-$75.2K
2,406
-24%
减持
TXN
TEXAS INSTRS INC
-$72.7K
2,850
-15%
减持
LMT
LOCKHEED MARTIN CORP
-$72.0K
859
-16%
减持
IVV
ISHARES TR
-$71.4K
4,282
-12%
减持
V
VISA INC
-$70.0K
2,894
-14%
减持
—
EATON CORP PLC
+$68.9K
1,059
-3%
减持
INTC
INTEL CORP
-$68.1K
4,706
-14%
减持
TAXF
AMERICAN CENTY ETF TR
-$67.8K
4,730
-21%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$65.6K
3,445
-25%
增持
VB
VANGUARD INDEX FDS
+$65.5K
2,323
+6%
增持
ET
ENERGY TRANSFER L P
+$62.6K
15,969
+17%
减持
NKE
NIKE INC
-$62.3K
4,183
-0%
减持
CAT
CATERPILLAR INC
+$61.8K
948
-2%
增持
SCHA
SCHWAB STRATEGIC TR
+$61.2K
8,371
+13%
增持
NVG
NUVEEN AMT FREE MUN CR INC F
+$58.7K
18,575
+31%
减持
UNP
UNION PAC CORP
-$58.2K
985
-19%
减持
HD
HOME DEPOT INC
+$57.7K
2,586
-4%
减持
VLO
VALERO ENERGY CORP
-$56.8K
1,378
-39%
减持
SBUX
STARBUCKS CORP
-$54.0K
11,340
-0%
减持
IJR
ISHARES TR
-$52.6K
4,005
-12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$52.1K
662
-20%
减持
LOW
LOWES COS INC
+$48.5K
1,536
-0%
减持
VOO
VANGUARD INDEX FDS
+$47.8K
1,146
-1%
减持
IWD
ISHARES TR
-$46.9K
1,396
-22%
增持
GIS
GENERAL MLS INC
+$46.5K
6,748
+3%
减持
ISRG
INTUITIVE SURGICAL INC
+$45.6K
854
-2%
减持
—
TOTALENERGIES SE
-$41.5K
5,050
-13%
减持
F
FORD MTR CO DEL
-$38.9K
12,434
-26%
减持
SHY
ISHARES TR
-$38.9K
2,558
-15%
增持
ABT
ABBOTT LABS
+$38.3K
3,253
+8%
减持
NOBL
PROSHARES TR
-$38.1K
4,619
-13%
清仓
GRWG
GROWGENERATION CORP
-$37.6K
0
-100%
增持
MUA
BLACKROCK MUNIASSETS FD INC
+$37.4K
17,198
+19%
减持
SHV
ISHARES TR
-$35.9K
5,112
-6%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$35.5K
24,297
+18%
增持
XEVVX
EATON VANCE LTD DURATION INC
+$34.8K
28,924
+12%
减持
CCI
CROWN CASTLE INC
-$34.8K
2,984
-2%
减持
—
LINDE PLC
+$34.6K
822
-3%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$34.6K
51,650
+2%
减持
PFE
PFIZER INC
-$33.6K
19,025
-2%
减持
PWR
QUANTA SVCS INC
+$33.2K
1,398
-9%
增持
NOW
SERVICENOW INC
+$33.1K
440
+3%
减持
VTI
VANGUARD INDEX FDS
-$32.9K
1,620
-15%
减持
WELL
WELLTOWER INC
-$32.1K
2,757
-14%
减持
MCD
MCDONALDS CORP
-$31.5K
1,294
-3%
减持
IEMG
ISHARES INC
-$31.3K
4,225
-14%
增持
BLW
BLACKROCK LTD DURATION INCOM
+$30.8K
14,853
+17%
增持
—
BLACKROCK INVT QUALITY MUN T
+$29.3K
17,407
+11%