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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 22
增持 61
减持 53
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
FBND
FIDELITY MERRIMACK STR TR
-$18.4M
13,567
-97%
减持
MSFT
MICROSOFT CORP
-$3.3M
26,828
-2%
增持
VUSB
VANGUARD BD INDEX FDS
+$2.0M
548,519
+8%
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
NVDA
NVIDIA CORPORATION
-$1.7M
126,086
-1%
建仓
CEG
CONSTELLATION ENERGY CORP
+$1.6M
5,710
减持
AVGO
BROADCOM INC
-$1.2M
14,069
-12%
建仓
TLN
TALEN ENERGY CORP
+$1.1M
3,586
减持
META
META PLATFORMS INC
-$1.1M
2,569
-35%
增持
VRT
VERTIV HOLDINGS CO
+$980.2K
6,302
+70%
增持
MHD
BLACKROCK MUNIHOLDINGS FD IN
+$913.1K
105,020
+354%
建仓
NRG
NRG ENERGY INC
+$872.9K
5,973
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$828.1K
2
-33%
增持
MU
MICRON TECHNOLOGY INC
+$747.9K
10,319
+8%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$724.1K
9,002
-7%
减持
AAPL
APPLE INC
-$642.4K
25,098
-3%
增持
AEHR
AEHR TEST SYS
+$637.4K
28,682
+36%
减持
—
FTAI AVIATION LTD
-$635.4K
13,999
-32%
建仓
VST
VISTRA CORP
+$607.5K
4,041
建仓
MQY
BLACKROCK MUNIYILD QULT FD I
+$589.4K
53,680
增持
COST
COSTCO WHOLESALE CORPORATION
+$572.1K
3,591
+3%
增持
AMZN
AMAZON COM INC
-$558.3K
25,883
+0%
增持
MRVL
MARVELL TECHNOLOGY INC
+$533.3K
11,615
+60%
建仓
ALMU
AELUMA INC
+$463.8K
35,435
清仓
—
BLACKROCK MUNI INCOME TR II
-$458.2K
0
-100%
增持
SLB
SLB LIMITED
+$443.9K
17,233
+50%
建仓
SCHD
SCHWAB STRATEGIC TR
+$440.2K
14,349
增持
BA
BOEING CO
+$421.4K
3,302
+204%
清仓
—
BLACKROCK MUN INCOME TR
-$406.4K
0
-100%
清仓
ITA
ISHARES TR
-$393.7K
0
-100%
增持
GEV
GE VERNOVA INC
+$391.1K
1,482
+7%
增持
VTV
VANGUARD INDEX FDS
+$385.7K
12,457
+16%
减持
PWR
QUANTA SVCS INC
+$382.4K
3,085
-1%
建仓
BOND
PIMCO ETF TR
+$379.3K
4,110
增持
VUG
VANGUARD INDEX FDS
+$371.9K
1,666
+128%
减持
QQQ
INVESCO QQQ TR
-$355.4K
3,435
-10%
清仓
XMYDX
BLACKROCK MUNIYIELD FD INC
-$348.0K
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$336.4K
2,752
+87%
清仓
SYK
STRYKER CORPORATION
-$329.3K
0
-100%
减持
GOOGL
ALPHABET INC
-$318.0K
7,249
-6%
建仓
USMV
ISHARES TR
+$310.0K
3,342
减持
GOOG
ALPHABET INC
-$305.0K
5,057
-10%
建仓
TDG
TRANSDIGM GROUP INC
+$297.9K
257
建仓
IGF
ISHARES TR
+$291.3K
4,348
建仓
EZU
ISHARES INC
+$280.7K
4,481
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$280.1K
4,382
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$274.8K
0
-100%
减持
V
VISA INC
-$266.9K
1,751
-23%
清仓
INTU
INTUIT
-$258.3K
0
-100%
建仓
VGIT
VANGUARD SCOTTSDALE FDS
+$258.2K
4,335
减持
—
CREDO TECHNOLOGY GROUP HOLDI
-$257.4K
3,990
-9%
清仓
SGOL
ETFS GOLD TR
-$249.6K
0
-100%
增持
CVX
CHEVRON CORPORATION
+$248.8K
4,513
+0%
建仓
SHEL
SHELL PLC
+$247.6K
2,662
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$243.0K
3,231
建仓
MTUM
ISHARES TR
+$240.2K
1,001
增持
TJX
TJX COS INC NEW
+$239.7K
4,527
+44%
减持
REAX
THE REAL BROKERAGE INC
-$239.3K
62,575
-42%
增持
VOO
VANGUARD INDEX FDS
+$233.8K
2,795
+22%
建仓
USD
PROSHARES TR
+$233.3K
4,866
清仓
ALK
ALASKA AIR GROUP INC
-$233.1K
0
-100%
清仓
ABT
ABBOTT LABS
-$228.2K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$227.7K
2,143
+31%
减持
ORCL
ORACLE CORP
-$224.3K
3,303
-9%
增持
BND
VANGUARD BD INDEX FDS
+$219.7K
11,475
+36%
增持
ASX
ASE TECHNOLOGY HLDG CO LTD
+$216.0K
32,595
+7%
清仓
GSLC
GOLDMAN SACHS ETF TR
-$208.3K
0
-100%
清仓
—
BLACKROCK INVT QUALITY MUN T
-$205.6K
0
-100%
建仓
TYG
TORTOISE ENERGY INFRSTRCTR C
+$204.0K
4,093
增持
GLW
CORNING INC
+$201.0K
4,036
+2%
减持
IVV
ISHARES TR
-$200.1K
2,417
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$198.4K
3,971
+1%
增持
HPQ
HP INC
+$194.5K
27,562
+83%
减持
WMT
WALMART INC
-$191.7K
10,438
-22%
增持
IJH
ISHARES TR
+$191.1K
9,031
+42%
建仓
MYI
BLACKROCK MUNIYIELD QUALITY
+$189.3K
18,010
增持
IEFA
ISHARES TR
+$187.0K
6,937
+41%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$180.6K
7,598
+15%
减持
VTI
VANGUARD INDEX FDS
-$173.9K
3,496
-10%
增持
LLY
ELI LILLY & CO
+$161.4K
1,275
+35%
减持
PCAR
PACCAR INC
+$159.1K
31,042
-1%
增持
CAT
CATERPILLAR INC
+$157.7K
918
+7%
减持
VV
VANGUARD INDEX FDS
-$153.6K
9,019
-0%
增持
TSLA
TESLA INC
-$142.3K
6,001
+14%
减持
PULS
PGIM ETF TR
-$138.8K
74,881
-3%
增持
VB
VANGUARD INDEX FDS
+$132.7K
2,034
+31%
减持
—
EXXON MOBIL CORP
+$131.0K
2,716
-1%
增持
AMKR
AMKOR TECHNOLOGY INC
+$129.5K
20,065
+2%
减持
XNTK
SPDR SERIES TRUST
-$125.2K
2,342
-10%
增持
ET
ENERGY TRANSFER L P
+$120.2K
27,006
+11%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$117.2K
3,904
+45%
减持
—
TOTALENERGIES SE
+$110.6K
4,354
-0%
减持
GE
GE AEROSPACE
-$109.4K
2,057
-9%
增持
AGG
ISHARES TR
+$107.9K
8,459
+15%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$106.0K
18,238
+0%
减持
AZ
A2Z CUST2MATE SOLUTIONS CORP
+$104.6K
400,000
-46%
增持
QCOM
QUALCOMM INC
-$104.1K
4,118
+11%
增持
SCHG
SCHWAB STRATEGIC TR
-$102.4K
31,242
+1%
减持
JNJ
JOHNSON & JOHNSON
+$99.6K
3,015
-2%
建仓
MRAM
EVERSPIN TECHNOLOGIES INC
+$99.2K
11,290
清仓
XMVFX
BLACKROCK MUNIVEST FD INC
-$98.6K
0
-100%
减持
IEF
ISHARES TR
-$94.5K
25,891
-3%
减持
BAC
BANK AMERICA CORP
-$94.2K
14,940
-0%
增持
FIDU
FIDELITY COVINGTON TRUST
+$90.5K
4,141
+28%
增持
ISRG
INTUITIVE SURGICAL INC
-$88.6K
981
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$86.4K
989
+0%
增持
MUA
BLACKROCK MUNIASSETS FD INC
+$82.8K
26,163
+44%
减持
LMT
LOCKHEED MARTIN CORP
+$78.8K
749
-3%
减持
AGNC
AGNC INVT CORP
-$78.5K
88,000
-2%
增持
HD
HOME DEPOT INC
+$76.7K
1,230
+29%
减持
SOXX
ISHARES TR
+$76.2K
3,032
-1%
增持
MA
MASTERCARD INCORPORATED
-$75.8K
1,088
+0%
建仓
FIP
FTAI INFRASTRUCTURE INC
+$74.1K
15,000
减持
HYG
ISHARES TR
-$71.5K
3,001
-22%
增持
SCHX
SCHWAB STRATEGIC TR
-$69.4K
56,389
+0%
减持
SKE
SKEENA RES LTD NEW
-$68.1K
44,817
-24%
减持
UNH
UNITEDHEALTH GROUP INC
-$66.9K
1,041
-1%
减持
VZ
VERIZON COMMUNICATIONS INC
+$60.9K
6,941
-2%
减持
ROK
ROCKWELL AUTOMATION INC
-$58.0K
1,147
-5%
增持
AMT
AMERICAN TOWER CORP
+$57.8K
2,320
+19%
清仓
NFE
NEW FORTRESS ENERGY INC
-$57.0K
0
-100%
减持
KMI
KINDER MORGAN INC DEL
+$55.5K
9,922
-2%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$54.3K
4,545
+0%
减持
—
LINDE PLC
+$53.0K
801
-1%
增持
MO
ALTRIA GROUP INC
+$47.7K
5,503
+1%
减持
EME
EMCOR GROUP INC
+$47.5K
472
-4%
减持
IJR
ISHARES TR
-$45.4K
4,603
-10%
减持
GLD
SPDR GOLD TR
+$44.5K
1,659
-2%
增持
SO
SOUTHERN CO
+$36.6K
3,406
+2%
增持
ABBV
ABBVIE INC
-$36.6K
5,186
+2%
增持
NFLX
NETFLIX INC.
+$36.4K
5,245
+5%
增持
DIS
DISNEY WALT CO
-$36.2K
2,562
+3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$35.2K
5,611
+13%
减持
GILD
GILEAD SCIENCES INC
-$35.1K
1,654
-24%
增持
SBUX
STARBUCKS CORP
+$35.0K
6,118
+0%
增持
SGOV
ISHARES TR
+$34.7K
10,857
+3%
减持
DE
DEERE & CO
-$32.8K
793
-23%
减持
NEE
NEXTERA ENERGY INC
+$32.4K
2,885
-2%
增持
AEE
AMEREN CORP
+$32.1K
2,269
+4%
减持
MRK
MERCK & CO INC
-$31.4K
2,804
-20%
减持
CSCO
CISCO SYS INC
-$30.7K
13,816
-3%
增持
IEMG
ISHARES INC
+$30.6K
5,219
+5%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$30.1K
2,867
+16%
增持
SCHM
SCHWAB STRATEGIC TR
+$29.2K
32,182
+0%
增持
NVTS
NAVITAS SEMICONDUCTOR CORP
+$28.6K
16,595
+1%
减持
NWN
NORTHWEST NAT HLDG CO
+$27.7K
4,940
-2%
减持
AMGN
AMGEN INC
+$26.4K
1,276
-1%
减持
VO
VANGUARD INDEX FDS
-$26.0K
3,796
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$26.0K
7,730
+3%
减持
ODFL
OLD DOMINION FREIGHT LINE IN
+$26.0K
1,363
-11%
增持
SHV
ISHARES TR
+$25.8K
3,599
+7%