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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 19
增持 94
减持 20
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC COM
+$5.7M
141,234
+1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$4.2M
41,255
+18%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$4.2M
76,458
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。
-52%
建仓
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$3.3M
50,532
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$3.1M
199,573
+34%
增持
TIP
ISHARES TIPS BOND ETF
+$2.3M
61,624
+55%
增持
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
+$2.1M
188,333
+66%
清仓
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL CO. INDEX ETF
-$2.0M
0
-100%
增持
VO
VANGUARD MID-CAP ETF
+$1.5M
29,221
+30%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$1.3M
80,731
+39%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$1.2M
73,424
+37%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$970.9K
53,608
+40%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$688.3K
34,090
+28%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$653.5K
48,028
+42%
增持
MSFT
MICROSOFT CORP COM
+$507.0K
3,783
+34%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$454.7K
46,106
-16%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$416.2K
8,723
+12%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$414.4K
1,919
+77%
增持
NVDA
NVIDIA CORPORATION COM
+$411.1K
9,281
+1040%
增持
AMZN
AMAZON COM INC COM
+$409.8K
6,205
+42%
增持
—
EXXON MOBIL CORP COM
+$393.7K
8,182
+73%
增持
ELV
ELEVANCE HEALTH INC COM
+$388.2K
748
+2167%
增持
ABBV
ABBVIE INC COM
+$387.1K
4,097
+136%
增持
NEE
NEXTERA ENERGY INC COM
+$329.8K
4,934
+1512%
增持
JPM
JPMORGAN CHASE & CO. COM
+$320.4K
7,408
+26%
增持
AVGO
BROADCOM INC COM
+$308.5K
330
+98%
增持
GOOG
ALPHABET INC CAP STK CL C
+$283.1K
7,743
+4%
建仓
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$263.5K
723
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$242.3K
6,606
+821%
增持
CVX
CHEVRON CORP NEW COM
+$223.3K
1,981
+261%
减持
DHI
D R HORTON INC COM
-$194.8K
8,074
-0%
减持
IZRL
ARK ISRAEL INNOVATIVE TECHNOLOGY ETF
-$190.0K
0
-100%
增持
KKR
KKR & CO INC COM
+$175.9K
25,616
+2%
增持
BAC
BANK AMERICA CORP COM
+$166.3K
19,528
+21%
减持
HIGH
SIMPLIFY ENHANCED INCOME ETF
-$162.5K
4,964
-57%
增持
LLY
ELI LILLY & CO COM
+$156.4K
1,148
+71%
增持
MO
ALTRIA GROUP INC COM
+$155.5K
4,680
+254%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$152.3K
1,406
+195%
增持
AMGN
AMGEN INC COM
+$141.8K
1,947
+19%
清仓
HEQT
SIMPLIFY HEDGED EQUITY ETF
-$140.7K
0
-100%
增持
COST
COSTCO WHSL CORP NEW COM
+$134.3K
1,082
+1%
建仓
—
CHICKEN SOUP FOR THE SOUL ENTM CL A
+$124.5K
642,000
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$105.5K
1,150
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$101.2K
50,742
+0%
建仓
SMR
NUSCALE PWR CORP CL A COM
+$97.5K
8,343
清仓
PKW
INVESCO BUYBACK ACHIEVERS ETF
-$95.9K
0
-100%
增持
MCK
MCKESSON CORP COM
+$95.4K
190
+555%
增持
PGR
PROGRESSIVE CORP COM
+$92.7K
537
+490%
增持
MRK
MERCK & CO INC COM
+$90.6K
1,526
+105%
增持
MMM
3M CO COM
+$89.7K
923
+1998%
增持
SLB
SCHLUMBERGER LTD COM STK
+$89.0K
2,186
+747%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$88.8K
3,030
+9%
建仓
BKGI
BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF
+$87.1K
3,046
清仓
FXO
FIRST TRUST FINANCIALS ALPHADEX FUND
-$86.5K
0
-100%
增持
SPG
SIMON PPTY GROUP INC NEW COM
+$86.5K
647
+763%
减持
INTC
INTEL CORP COM
-$83.3K
4,933
-8%
增持
META
META PLATFORMS INC CL A
+$83.1K
735
+24%
建仓
BALI
BLACKROCK ADVANTAGE LARGE CAP INCOME ETF
+$83.0K
2,807
清仓
FXZ
FIRST TRUST MATERIALS ALPHADEX FUND
-$81.7K
0
-100%
建仓
BX
BLACKSTONE INC COM
+$80.1K
647
增持
CRM
SALESFORCE INC COM
-$79.7K
2,464
+4%
增持
CI
THE CIGNA GROUP COM
+$76.9K
338
+252%
增持
AXP
AMERICAN EXPRESS CO COM
+$76.6K
726
+81%
增持
T
AT&T INC COM
+$73.5K
42,154
+1%
增持
DIS
DISNEY WALT CO COM
-$73.3K
3,365
+1%
增持
COP
CONOCOPHILLIPS COM
+$68.7K
1,817
+66%
增持
—
EATON CORP PLC SHS
+$68.5K
410
+114%
增持
ADI
ANALOG DEVICES INC COM
+$68.3K
378
+315%
建仓
MLPX
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
+$67.9K
1,331
增持
LOW
LOWES COS INC COM
+$65.3K
1,216
+53%
增持
—
THE AARONS COMPANY INC COM
+$65.2K
8,385
+239%
增持
IQV
IQVIA HLDGS INC COM
-$62.4K
1,921
+4%
减持
PRFZ
INVESCO FTSE RAFI US 1500 SMALL-MID ETF
-$55.1K
3,885
-25%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$55.0K
39,891
+1%
减持
NKE
NIKE INC CL B
-$53.1K
2,743
-1%
减持
XSVN
BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF
-$49.1K
1,754
-37%
增持
RTX
RTX CORPORATION COM
+$48.7K
1,105
+73%
清仓
SHYL
XTRACKERS SHORT DURATION HIGH YIELD BOND ETF
-$47.8K
0
-100%
建仓
GEV
GE VERNOVA INC COM
+$47.7K
278
清仓
TUSI
TOUCHSTONE ULTRA SHORT INCOME ETF
-$47.6K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$46.5K
304
+39%
清仓
—
PIONEER NAT RES CO COM
-$45.9K
0
-100%
增持
MAR
MARRIOTT INTL INC NEW CL A
+$45.8K
228
+516%
增持
—
CHUBB LIMITED COM
+$45.6K
315
+135%
建仓
TBUX
T. ROWE PRICE ULTRA SHORT-TERM BOND ETF
+$45.3K
916
增持
BHRB
BURKE HERBERT FINL SVCS CORP COM
+$44.7K
936
+1666%
建仓
EFAS
GLOBAL X MSCI SUPERDIVIDEND EAFE ETF
+$44.4K
3,114
增持
NFLX
NETFLIX INC COM
+$43.7K
171
+45%
清仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$42.7K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$41.8K
2,628
-3%
增持
KLAC
KLA CORP COM NEW
+$41.7K
87
+102%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INCME COM
-$41.0K
0
-100%
减持
SVOL
SIMPLIFY VOLATILITY PREMIUM ETF
-$38.9K
2,029
-46%
建仓
—
TOTALENERGIES SE SPONSORED ADS
+$38.5K
578
增持
ORCL
ORACLE CORP COM
+$37.8K
638
+53%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$37.1K
14,830
+0%
建仓
INDA
ISHARES MSCI INDIA ETF
+$37.0K
664
增持
WMT
WALMART INC COM
+$36.9K
1,587
+35%
增持
GD
GENERAL DYNAMICS CORP COM
+$36.6K
246
+100%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$36.5K
2,325
+45%
清仓
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
-$36.2K
0
-100%
增持
KMB
KIMBERLY-CLARK CORP COM
+$35.2K
325
+333%
减持
MSD
MORGAN STANLEY EMKT DBT FD INC COM
-$35.2K
9,000
-36%
减持
EDD
MORGAN STANLEY EMERGING MKTS COM
-$34.4K
6,000
-54%
增持
—
NXP SEMICONDUCTORS N V COM
+$33.5K
143
+615%
增持
—
BLACKROCK INC COM
-$31.2K
816
+1%
减持
VKI
INVESCO ADVANTAGE MUN INCOME T SH BEN INT
-$31.0K
3,500
-52%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$30.3K
4,736
+60%
减持
SPY
SPDR S&P 500 ETF TRUST
-$29.2K
441
-14%
增持
BBJP
JPMORGAN BETABUILDERS JAPAN ETF
+$26.9K
1,088
+84%
增持
MRSH
MARSH & MCLENNAN COS INC COM
+$26.3K
240
+103%
增持
PH
PARKER-HANNIFIN CORP COM
+$25.6K
67
+347%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$25.2K
56
+60%
增持
BHR
BRAEMAR HOTELS & RESORTS INC COM
+$25.1K
12,546
+265%
增持
V
VISA INC COM CL A
+$24.5K
458
+34%
清仓
NVG
NUVEEN AMT FREE MUN CR INC FD COM
-$24.3K
0
-100%
减持
CVS
CVS HEALTH CORP COM
-$23.9K
1,074
-2%
建仓
UBER
UBER TECHNOLOGIES INC COM
+$23.7K
326
增持
—
ARDMORE SHIPPING CORP COM
+$23.3K
1,249
+322%
清仓
—
SABA CAPITAL INCOME & OPPORTUN COM
-$22.9K
0
-100%
清仓
—
LI-CYCLE HOLDINGS CORP COMMON SHARES
-$22.6K
0
-100%
增持
PCAR
PACCAR INC COM
+$22.6K
366
+200%
增持
LEN
LENNAR CORP CL A
+$22.5K
233
+224%
清仓
IRON
DISC MEDICINE INC COM
-$22.2K
0
-100%
增持
TDG
TRANSDIGM GROUP INC COM
+$22.0K
23
+283%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$21.7K
29,756
+0%
增持
APH
AMPHENOL CORP NEW CL A
+$21.1K
1,138
+136%
增持
MLM
MARTIN MARIETTA MATLS INC COM
+$20.6K
63
+186%
增持
WFC
WELLS FARGO CO NEW COM
+$20.2K
5,897
+4%
清仓
OIS
OIL STS INTL INC COM
-$19.7K
0
-100%
减持
JNJ
JOHNSON & JOHNSON COM
-$19.2K
1,439
-1%
增持
CMG
CHIPOTLE MEXICAN GRILL INC COM
+$18.8K
950
+6686%
减持
CSCO
CISCO SYS INC COM
-$18.4K
4,410
-3%
建仓
—
LI-CYCLE HOLDINGS CORP COM NEW
+$17.9K
2,741
建仓
HGER
HARBOR COMMODITY ALL-WEATHER STRATEGY ETF
+$17.7K
789
增持
GME
GAMESTOP CORP NEW CL A
+$17.7K
1,200
+26%
减持
EIM
EATON VANCE MUN BD FD COM
-$17.7K
4,000
-31%
建仓
XYL
XYLEM INC COM
+$17.6K
130
增持
—
ARISTA NETWORKS INC COM
+$17.6K
132
+33%
增持
AMPY
AMPLIFY ENERGY CORP NEW COM
+$17.4K
4,028
+167%
清仓
CART
MAPLEBEAR INC COM
-$17.3K
0
-100%
增持
AIG
AMERICAN INTL GROUP INC COM NEW
+$17.3K
359
+199%
增持
AMP
AMERIPRISE FINL INC COM
+$17.2K
146
+42%
减持
FHN
FIRST HORIZON CORPORATION COM
-$16.7K
852
-56%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$16.1K
111
+63%
增持
FISV
FISERV INC COM
+$15.8K
329
+58%
建仓
BZH
BEAZER HOMES USA INC COM NEW
+$15.3K
558
增持
LMT
LOCKHEED MARTIN CORP COM
+$15.2K
948
+1%
增持
SNPS
SYNOPSYS INC COM
+$15.1K
60
+67%
增持
CTRA
COTERRA ENERGY INC COM
+$14.7K
933
+155%
