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Fortitude Family Office, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fortitude Family Office, LLC
报告期 2026-03-31 · CIK 0001950506
持仓数
1,886
前50大市值合计
$377.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 16
增持 38
减持 52
清仓 44
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES CORE S&P 500 ETF
+$4.4M
34,908
+20%
减持
AAPL
APPLE INC COM
-$4.1M
139,964
-4%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$2.3M
160,410
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。
+40%
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$2.3M
149,037
+23%
增持
VO
VANGUARD MID-CAP ETF
+$1.8M
22,458
+36%
增持
TIP
ISHARES TIPS BOND ETF
+$1.7M
39,648
+69%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$1.5M
53,706
+60%
增持
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
+$1.1M
113,691
+56%
清仓
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$826.9K
0
-100%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$768.7K
58,151
+32%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$735.4K
26,672
+31%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$699.2K
33,763
+55%
清仓
POWW
AMMO INC COM
-$651.2K
0
-100%
增持
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF
+$621.0K
57,667
+41%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$505.3K
38,261
+25%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF ULTRA SHORT INCOME FUND
-$414.7K
55,136
-13%
清仓
—
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF
-$405.1K
0
-100%
增持
COST
COSTCO WHSL CORP NEW COM
+$206.5K
1,072
+22%
增持
JPM
JPMORGAN CHASE & CO COM
+$197.7K
5,881
+2%
增持
MSFT
MICROSOFT CORP COM
+$173.2K
2,814
+5%
增持
HIGH
SIMPLIFY ENHANCED INCOME ETF
+$162.6K
11,603
+137%
减持
XHLF
BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF
-$155.1K
4,535
-41%
清仓
DVYE
ISHARES EMERGING MARKETS DIVIDEND ETF
-$144.5K
0
-100%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$143.2K
7,770
+5%
建仓
HEQT
SIMPLIFY HEDGED EQUITY ETF
+$140.7K
5,311
减持
MCD
MCDONALDS CORP COM
-$133.4K
7,329
-1%
建仓
XSVN
BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF
+$131.6K
2,772
减持
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$130.0K
695
-66%
减持
BA
BOEING CO COM
-$118.0K
1,590
-2%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$102.0K
39,338
+377%
减持
DHI
D R HORTON INC COM
+$95.9K
8,099
-0%
清仓
GOVT
ISHARES U.S. TREASURY BOND ETF
-$95.3K
0
-100%
清仓
WRAP
WRAP TECHNOLOGIES INC COM
-$91.5K
0
-100%
增持
HD
HOME DEPOT INC COM
+$90.3K
2,354
+0%
建仓
SVOL
SIMPLIFY VOLATILITY PREMIUM ETF
+$84.4K
3,726
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$82.0K
295
-73%
清仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$81.5K
0
-100%
减持
WAL
WESTERN ALLIANCE BANCORP COM
-$80.9K
182
-87%
减持
VB
VANGUARD SMALL-CAP ETF
+$78.4K
5,209
-0%
清仓
EJAN
INNOVATOR EMERGING MARKETS POWER BUFFER ETF JANUARY
-$75.3K
0
-100%
减持
SHYL
XTRACKERS SHORT DURATION HIGH YIELD BOND ETF
-$74.7K
1,073
-61%
减持
TSLA
TESLA INC COM
-$72.1K
65
-81%
增持
DHR
DANAHER CORPORATION COM
+$71.1K
1,353
+17%
清仓
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$71.1K
0
-100%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$67.9K
29,743
+0%
清仓
SCHZ
SCHWAB US AGGREGATE BOND ETF
-$66.9K
0
-100%
减持
—
EXXON MOBIL CORP COM
+$66.8K
4,716
-2%
减持
NKE
NIKE INC CL B
-$66.5K
2,765
-8%
增持
WFC
WELLS FARGO CO NEW COM
+$64.4K
5,694
+6%
清仓
EFAS
GLOBAL X MSCI SUPERDIVIDEND EAFE ETF
-$58.6K
0
-100%
建仓
EXAS
EXACT SCIENCES CORP COM
+$55.2K
800
清仓
HYBL
SPDR BLACKSTONE HIGH INCOME ETF
-$55.1K
0
-100%
清仓
MBB
ISHARES MBS ETF
-$53.3K
0
-100%
减持
DINO
HF SINCLAIR CORP COM
-$53.2K
40
-96%
减持
EMR
EMERSON ELEC CO COM
+$51.1K
3,382
-1%
清仓
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$50.2K
0
-100%
清仓
XLE
ENERGY SELECT SECTOR SPDR FUND
-$48.9K
0
-100%
建仓
TUSI
TOUCHSTONE ULTRA SHORT INCOME ETF
+$47.6K
1,890
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$47.2K
329
+119%
清仓
BKGI
BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF
-$46.5K
0
-100%
减持
IAU
ISHARES GOLD TRUST
-$45.9K
3,995
-27%
增持
EPD
ENTERPRISE PRODS PARTNERS L P COM
+$45.8K
15,927
+0%
减持
IUSB
ISHARES CORE TOTAL USD BOND MARKET ETF
-$45.8K
19
-98%
增持
T
AT&T INC COM
+$44.4K
41,595
+1%
清仓
LQD
ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
-$44.3K
0
-100%
减持
BND
VANGUARD TOTAL BOND MARKET ETF
-$43.6K
356
-62%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$42.7K
10,242
-14%
建仓
PBDC
PUTNAM BDC INCOME ETF
+$39.8K
1,174
增持
VV
VANGUARD LARGE-CAP ETF
+$39.0K
1,743
+0%
建仓
FLBL
FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND
+$38.3K
1,562
建仓
DCRE
DOUBLELINE COMMERCIAL REAL ESTATE ETF
+$38.2K
746
清仓
DFJ
WISDOMTREE JAPAN SMALLCAP DIVIDEND FUND
-$38.0K
0
-100%
减持
ROK
ROCKWELL AUTOMATION INC COM
-$37.5K
28
-81%
清仓
GNMA
ISHARES GNMA BOND ETF
-$36.8K
0
-100%
增持
NPKI
NEWPARK RES INC COM PAR $.01NEW
+$35.8K
7,404
+179%
建仓
BBJP
JPMORGAN BETABUILDERS JAPAN FUND BETABUILDERS JAPAN FUND
+$34.5K
590
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$34.4K
14,822
-12%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$34.0K
50,737
+0%
减持
—
THE AARONS COMPANY INC COM
-$32.8K
2,470
-48%
清仓
PGX
INVESCO PREFERRED ETF
-$31.7K
0
-100%
减持
MCHI
ISHARES MSCI CHINA ETF
-$31.6K
52
-94%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$30.8K
1,605
+64%
减持
LMT
LOCKHEED MARTIN CORP COM
-$29.7K
940
-7%
清仓
—
CHICKEN SOUP FOR THE SOUL ENTM CL A
-$29.1K
0
-100%
清仓
GGG
GRACO INC COM
-$28.8K
0
-100%
建仓
JAAA
JANUS DETROIT STREET TRUST JANUS HENDERSON AAA CLO ETF
+$28.7K
566
清仓
NTRS
NORTHERN TR CORP COM
-$27.9K
0
-100%
减持
GD
GENERAL DYNAMICS CORP COM
-$27.8K
123
-49%
清仓
NDSN
NORDSON CORP COM
-$27.7K
0
-100%
清仓
USRT
ISHARES CORE U.S. REIT ETF
-$27.5K
0
-100%
清仓
DCI
DONALDSON INC COM
-$27.3K
0
-100%
减持
SNA
SNAP ON INC COM
-$27.2K
75
-56%
减持
EXPD
EXPEDITORS INTL WASH INC COM
-$27.1K
92
-69%
清仓
ICLO
INVESCO AAA CLO FLOATING RATE NOTE ETF
-$27.0K
0
-100%
减持
WEC
WEC ENERGY GROUP INC COM
-$26.8K
80
-80%
增持
JNJ
JOHNSON & JOHNSON COM
+$26.7K
1,451
+12%
清仓
MTUS
TIMKENSTEEL CORPORATION COM
-$26.5K
0
-100%
减持
ADI
ANALOG DEVICES INC COM
-$26.5K
91
-59%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$26.4K
219
-14%
清仓
NJR
NEW JERSEY RES CORP COM
-$26.4K
0
-100%
减持
TTI
TETRA TECHNOLOGIES INC DEL COM
-$26.3K
28
-100%
增持
WMT
WALMART INC COM
+$26.0K
1,173
+314%
减持
BRO
BROWN & BROWN INC COM
-$25.8K
57
-87%
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME FUND JPMORGAN EQUITY PREMIUM INCOME FUND
-$25.7K
690
-42%
减持
SO
SOUTHERN CO COM
-$25.2K
932
-29%
减持
—
MEDTRONIC PLC SHS
-$24.8K
0
-100%
减持
—
CHUBB LIMITED COM
-$24.7K
134
-49%
减持
PAYX
PAYCHEX INC COM
-$24.5K
176
-55%
减持
CLX
CLOROX CO DEL COM
-$24.5K
32
-84%
清仓
EFV
ISHARES MSCI EAFE VALUE ETF
-$24.1K
0
-100%
清仓
AWK
AMERICAN WTR WKS CO INC NEW COM
-$23.8K
0
-100%
减持
EOG
EOG RES INC COM
-$23.5K
142
-59%
减持
BDX
BECTON DICKINSON & CO COM
-$23.0K
49
-66%
清仓
EFG
ISHARES MSCI EAFE GROWTH ETF
-$23.0K
0
-100%
减持
MA
MASTERCARD INCORPORATED CL A
+$22.8K
542
-3%
减持
AVGO
BROADCOM INC COM
+$22.6K
167
-6%
建仓
—
LI-CYCLE HOLDINGS CORP COMMON SHARES
+$22.6K
21,929
减持
PEP
PEPSICO INC COM
-$22.4K
272
-34%
减持
TROW
PRICE T ROWE GROUP INC COM
-$21.8K
92
-70%
增持
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
-$21.5K
1,733
+0%
清仓
HSY
HERSHEY CO COM
-$21.3K
0
-100%
清仓
—
CHICOS FAS INC COM
-$21.2K
0
-100%
减持
APD
AIR PRODS & CHEMS INC COM
-$21.0K
85
-44%
清仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$20.8K
0
-100%
清仓
CHTR
CHARTER COMMUNICATIONS INC NEW CL A
-$20.2K
0
-100%
建仓
OIS
OIL STS INTL INC COM
+$19.7K
3,191
增持
PTEN
PATTERSON-UTI ENERGY INC COM
+$19.6K
2,091
+321%
建仓
OII
OCEANEERING INTL INC COM
+$19.4K
830
清仓
PII
POLARIS INC COM
-$18.7K
0
-100%
增持
FHN
FIRST HORIZON CORPORATION COM
+$18.0K
1,954
+129%
减持
JHPI
JOHN HANCOCK PREFERRED INCOME ETF
-$17.7K
1,310
-40%
减持
VOO
VANGUARD S&P 500 ETF
+$17.6K
660
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$17.5K
6,550
-0%
建仓
CART
MAPLEBEAR INC COM
+$17.3K
464
清仓
EELV
INVESCO S&P EMERGING MARKETS LOW VOLATILITY ETF
-$16.8K
0
-100%
建仓
EXE
CHESAPEAKE ENERGY CORP COM
+$16.6K
187
清仓
SCHH
SCHWAB U.S. REIT ETF
-$16.3K
0
-100%
减持
ADBE
ADOBE INC COM
-$15.6K
118
-6%
减持
ORCL
ORACLE CORP COM
-$15.3K
416
-35%
清仓
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$14.8K
0
-100%
建仓
—
PROASSURANCE CORP COM
+$14.7K
1,144
增持
NUE
NUCOR CORP COM
+$14.3K
168
+54%
增持
V
VISA INC COM CL A
+$14.2K
343
+10%
清仓
GCO
GENESCO INC COM
-$13.3K
0
-100%
增持
IGLD
FT VEST GOLD STRATEGY TARGET INCOME ETF
+$13.1K
4,053
+17%
增持
NEE
NEXTERA ENERGY INC COM
+$13.1K
306
+189%
清仓
SCHP
SCHWAB US TIPS ETF
-$13.1K
0
-100%
清仓
—
SOVOS BRANDS INC COM
-$12.7K
0
-100%
减持
PG
PROCTER AND GAMBLE CO COM
-$12.6K
661
-19%
清仓
XEL
XCEL ENERGY INC COM
-$12.4K
0
-100%
