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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 16
增持 60
减持 66
清仓 8
方向
标的
Δ市值
现股数(环比)
清仓
FLRN
SPDR SER TR
-$15.9M
0
-100%
减持
MSFT
MICROSOFT CORP
-$674.3K
28,520
-2%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$580.6K
19,463
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
WMT
WALMART INC
+$464.2K
29,109
+4%
减持
AAPL
APPLE INC
+$437.8K
32,117
-4%
增持
IOT
SAMSARA INC
+$374.6K
25,975
+0%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$361.7K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$339.6K
11,558
-0%
减持
PULS
PGIM ETF TR
-$336.8K
31,769
-18%
增持
AVGO
BROADCOM INC
+$267.3K
11,595
+975%
建仓
XYL
XYLEM INC
+$267.0K
1,977
清仓
IGI
WESTERN ASSET INVT GRADE DEF
-$264.1K
0
-100%
建仓
RTX
RTX CORPORATION
+$256.6K
2,118
建仓
GEV
GE VERNOVA INC
+$255.5K
1,002
建仓
MELI
MERCADOLIBRE INC
+$248.3K
121
建仓
NOC
NORTHROP GRUMMAN CORP
+$242.1K
458
增持
COST
COSTCO WHSL CORP NEW
+$236.8K
3,296
+4%
建仓
PWR
QUANTA SVCS INC
+$226.6K
760
建仓
PNC
PNC FINL SVCS GROUP INC
+$222.9K
1,206
建仓
FIDU
FIDELITY COVINGTON TRUST
+$222.4K
3,082
建仓
—
CHUBB LIMITED
+$216.6K
751
清仓
VLO
VALERO ENERGY CORP
-$215.9K
0
-100%
减持
SYK
STRYKER CORPORATION
-$215.2K
1,029
-40%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$211.4K
2,060
清仓
USD
PROSHARES TR
-$209.2K
0
-100%
建仓
KMI
KINDER MORGAN INC DEL
+$208.3K
9,430
建仓
KMB
KIMBERLY-CLARK CORP
+$206.7K
1,453
建仓
NWN
NORTHWEST NAT HLDG CO
+$203.1K
4,976
清仓
GM
GENERAL MTRS CO
-$200.3K
0
-100%
增持
NVDA
NVIDIA CORPORATION
-$192.3K
156,100
+1%
减持
META
META PLATFORMS INC
+$182.9K
2,954
-1%
减持
TSLA
TESLA INC
+$176.3K
4,684
-12%
增持
LLY
ELI LILLY & CO
+$175.5K
1,309
+20%
增持
NBB
NUVEEN TAXABLE MUNICPAL INM
+$174.4K
29,880
+44%
减持
GOOGL
ALPHABET INC
-$170.2K
7,652
-3%
增持
VTV
VANGUARD INDEX FDS
+$161.6K
10,123
+1%
减持
GOOG
ALPHABET INC
-$155.6K
5,830
-5%
减持
AGNC
AGNC INVT CORP
-$152.9K
52,329
-29%
清仓
F
FORD MTR CO DEL
-$143.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO.
-$139.4K
9,060
-11%
增持
AMZN
AMAZON COM INC
-$139.2K
24,923
+1%
增持
VO
VANGUARD INDEX FDS
+$133.6K
3,940
+5%
增持
REAX
THE REAL BROKERAGE INC
+$129.7K
64,165
+15%
增持
SOUN
SOUNDHOUND AI INC
+$125.9K
56,640
+62%
减持
EIM
EATON VANCE MUN BD FD
-$121.3K
12,725
-48%
减持
ORCL
ORACLE CORP
+$115.0K
5,023
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$114.7K
5,615
+3%
增持
QCOM
QUALCOMM INC
-$114.2K
4,640
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$108.7K
1,395
+6%
减持
ABBV
ABBVIE INC
+$99.2K
5,065
-4%
增持
AMD
ADVANCED MICRO DEVICES INC
+$97.7K
4,529
+14%
减持
LMT
LOCKHEED MARTIN CORP
+$97.5K
862
-1%
增持
IVV
ISHARES TR
+$93.3K
2,666
+1%
减持
SHV
ISHARES TR
-$88.7K
4,304
-16%
增持
—
CONFLUENT INC
-$87.3K
47,325
+33%
减持
AMT
AMERICAN TOWER CORP NEW
+$86.1K
2,260
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$82.8K
1,611
-5%
增持
NEE
NEXTERA ENERGY INC
+$82.5K
3,569
+15%
减持
CSCO
CISCO SYS INC
+$78.2K
15,259
-1%
增持
—
EATON CORP PLC
+$76.2K
1,348
+14%
清仓
—
ABRDN ASIA PACIFIC INCOME FU
-$73.2K
0
-100%
增持
ALB
ALBEMARLE CORP
+$67.4K
4,612
+19%
增持
PFE
PFIZER INC
+$65.6K
17,401
+11%
增持
XEVVX
EATON VANCE LTD DURATION INC
+$64.2K
33,383
+13%
增持
SCHM
SCHWAB STRATEGIC TR
+$63.6K
9,822
+2%
增持
GBAB
GUGGENHEIM TAXABLE MUNICP BO
+$63.0K
21,083
+9%
增持
AGG
ISHARES TR
+$62.8K
6,574
+6%
增持
ISRG
INTUITIVE SURGICAL INC
+$58.7K
1,063
+2%
增持
NOW
SERVICENOW INC
+$57.5K
439
+3%
减持
UMBF
UMB FINL CORP
+$57.0K
4,153
-9%
减持
SCHX
SCHWAB STRATEGIC TR
+$54.3K
17,621
-1%
减持
MA
MASTERCARD INCORPORATED
+$53.3K
1,089
-1%
减持
GE
GE AEROSPACE
+$52.5K
2,170
-3%
减持
HD
HOME DEPOT INC
+$51.7K
1,132
-4%
增持
PIM
PUTNAM MASTER INTER INCOME T
+$51.4K
48,355
+39%
减持
WELL
WELLTOWER INC
+$51.1K
2,632
-4%
增持
VTI
VANGUARD INDEX FDS
+$50.5K
2,072
+3%
增持
—
EXXON MOBIL CORP
+$50.2K
3,156
+14%
增持
NZF
NUVEEN MUNICIPAL CREDIT INC
+$49.3K
52,453
+2%
增持
MU
MICRON TECHNOLOGY INC
-$49.2K
3,046
+10%
增持
SCHA
SCHWAB STRATEGIC TR
+$48.7K
8,826
+3%
增持
BND
VANGUARD BD INDEX FDS
+$47.9K
6,310
+7%
减持
KO
COCA COLA CO
+$47.9K
7,077
-2%
减持
CVX
CHEVRON CORP NEW
-$44.4K
4,475
-0%
减持
PG
PROCTER AND GAMBLE CO
+$43.9K
5,461
-0%
增持
XIFR
NEXTERA ENERGY PARTNERS LP
+$41.8K
27,600
+6%
建仓
—
ILEARNINGENGINES INC
+$41.8K
25,000
减持
BAC
BANK AMERICA CORP
-$40.3K
16,076
-6%
减持
SCHV
SCHWAB STRATEGIC TR
+$38.3K
7,836
-2%
减持
JNJ
JOHNSON & JOHNSON
+$38.1K
3,767
-4%
减持
GIS
GENERAL MLS INC
+$36.5K
6,016
-7%
增持
—
LINDE PLC
+$36.2K
837
+1%
增持
NXP
NUVEEN SELECT TAX-FREE INCOM
+$35.6K
31,094
+4%
增持
VOO
VANGUARD INDEX FDS
+$35.1K
1,161
+1%
减持
MTB
M & T BK CORP
+$34.1K
1,603
-3%
增持
NAD
NUVEEN QUALITY MUNCP INCOME
+$33.7K
32,735
+3%
减持
SO
SOUTHERN CO
+$33.5K
3,560
-4%
建仓
ABOS
ACUMEN PHARMACEUTICALS INC
+$33.0K
13,300
增持
VEA
VANGUARD TAX-MANAGED FDS
+$33.0K
5,356
+6%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$32.4K
3,851
-17%
增持
AES
AES CORP
+$32.3K
10,591
+3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$32.2K
11,815
-2%
减持
LOW
LOWES COS INC
+$31.5K
1,587
-12%
减持
JRS
NUVEEN REAL ESTATE INCOME FD
+$31.4K
22,091
-3%
增持
MO
ALTRIA GROUP INC
+$30.3K
5,260
+1%
减持
DE
DEERE & CO
+$30.0K
1,464
-6%
减持
GLD
SPDR GOLD TR
+$28.5K
1,421
-4%
减持
USB
US BANCORP DEL
+$28.4K
9,482
-7%
减持
DIS
DISNEY WALT CO
-$27.5K
3,459
-5%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$25.9K
7,932
+7%
增持
SCHG
SCHWAB STRATEGIC TR
+$25.8K
7,620
+0%
增持
MGF
MFS GOVT MKTS INCOME TR
+$24.8K
83,929
+2%
减持
ADBE
ADOBE INC
-$24.6K
489
-2%
减持
EME
EMCOR GROUP INC
+$23.5K
577
-6%
增持
ET
ENERGY TRANSFER L P
+$23.3K
18,539
+10%
减持
SBUX
STARBUCKS CORP
+$22.8K
8,435
-18%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$22.1K
910
-7%
减持
HON
HONEYWELL INTL INC
-$22.0K
1,163
-5%
增持
JPC
NUVEEN PFD & INCOME OPPORTUN
+$22.0K
25,220
+4%
增持
XMCRX
MFS CHARTER INCOME TR
+$22.0K
57,217
+1%
减持
IJR
ISHARES TR
+$21.5K
3,383
-4%
减持
VV
VANGUARD INDEX FDS
-$21.3K
10,091
-6%
增持
NMAI
NUVEEN MULTI ASSET INCOME FU
+$20.7K
17,285
+3%
减持
IWM
ISHARES TR
+$19.9K
1,445
-2%
减持
TJX
TJX COS INC NEW
+$19.8K
2,963
-1%
减持
NKE
NIKE INC
-$19.2K
3,987
-19%
减持
PFFA
ETFIS SER TR I
-$18.7K
10,297
-15%
减持
FLOT
ISHARES TR
-$18.5K
5,892
-6%
减持
ALK
ALASKA AIR GROUP INC
+$17.6K
5,010
-3%
减持
V
VISA INC
+$17.2K
2,831
-2%
增持
XNEAX
NUVEEN AMT FREE QLTY MUN INC
+$15.2K
20,194
+2%
增持
EMR
EMERSON ELEC CO
+$14.7K
5,404
+3%
增持
VHT
VANGUARD WORLD FD
+$14.6K
887
+0%
减持
TMFS
RBB FD INC
+$13.3K
8,463
-2%
增持
—
ARCADIUM LITHIUM PLC
+$13.2K
26,786
+43%
减持
UNP
UNION PAC CORP
+$13.1K
959
-3%
增持
JFR
NUVEEN FLOATING RATE INCOME
+$11.9K
40,981
+1%
增持
PGX
INVESCO EXCH TRADED FD TR II
+$11.1K
13,869
+0%
减持
ABT
ABBOTT LABS
-$10.3K
2,595
-12%
减持
ROK
ROCKWELL AUTOMATION INC
-$9.9K
1,042
-1%
减持
AMGN
AMGEN INC
+$9.8K
1,615
-1%
增持
XEFRX
EATON VANCE SR FLTNG RTE TR
+$9.7K
16,299
+8%
增持
—
TOTALENERGIES SE
-$8.5K
5,163
+1%
减持
FBND
FIDELITY MERRIMACK STR TR
+$8.4K
9,325
-2%
减持
VB
VANGUARD INDEX FDS
-$7.8K
2,245
-9%
增持
NVO
NOVO-NORDISK A S
-$7.8K
1,713
+16%
减持
DUK
DUKE ENERGY CORP NEW
+$7.0K
1,940
-10%
减持
QQQ
INVESCO QQQ TR
+$7.0K
5,747
-2%
减持
NFLX
NETFLIX INC
+$5.2K
387
-3%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$5.1K
16,149
+1%
