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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 33
增持 92
减持 13
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
KNX
KNIGHT-SWIFT TRANSN HLDGS INC CL A
+$26.8M
496,296
增持
AAPL
APPLE INC COM
+$5.0M
149,117
+6%
增持
IVV
ISHARES CORE S&P 500 ETF
+$2.3M
43,144
+5%
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
LLY
ELI LILLY & CO COM
+$1.8M
2,782
+142%
增持
TIP
ISHARES TIPS BOND ETF
+$1.3M
71,767
+16%
增持
HD
HOME DEPOT INC COM
+$1.3M
5,557
+111%
增持
ABBV
ABBVIE INC COM
+$1.3M
10,259
+150%
增持
MSFT
MICROSOFT CORP COM
+$1.2M
6,792
+80%
增持
VO
VANGUARD MID-CAP ETF
+$1.2M
31,271
+7%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$1.1M
49,082
+65%
增持
AMZN
AMAZON COM INC COM
+$1.1M
12,449
+101%
增持
JNJ
JOHNSON & JOHNSON COM
+$1.1M
7,957
+453%
增持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
+$1.1M
67,004
+45%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$1.1M
5,876
+318%
增持
COST
COSTCO WHSL CORP NEW COM
+$950.9K
2,110
+95%
减持
MCD
MCDONALDS CORP COM
-$946.9K
3,024
-59%
减持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$894.6K
197,579
-1%
增持
IRM
IRON MTN INC DEL COM
+$883.7K
8,548
+480%
增持
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
+$849.0K
208,994
+11%
增持
PG
PROCTER AND GAMBLE CO COM
+$834.7K
5,437
+738%
建仓
BLK
BLACKROCK INC COM
+$799.5K
842
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$717.0K
176
-89%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$707.7K
80,840
+10%
增持
JPM
JPMORGAN CHASE & CO. COM
+$692.3K
10,389
+40%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$647.0K
36,620
+7%
清仓
—
BLACKROCK INC COM
-$642.5K
0
-100%
增持
BX
BLACKSTONE INC COM
+$608.5K
4,497
+595%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$576.2K
85,311
+6%
增持
WMT
WALMART INC COM
+$543.2K
8,058
+408%
建仓
—
SILA REALTY TRUST INC CLASS A
+$541.1K
21,395
增持
CAT
CATERPILLAR INC COM
+$512.3K
1,423
+970%
增持
T
AT&T INC COM
+$506.9K
59,656
+42%
建仓
DEO
DIAGEO PLC SPON ADR NEW
+$501.2K
3,571
建仓
SDY
SPDR S&P DIVIDEND ETF
+$485.5K
3,418
增持
VZ
VERIZON COMMUNICATIONS INC COM
+$475.9K
16,662
+152%
增持
CVX
CHEVRON CORP NEW COM
+$467.4K
5,278
+166%
增持
DHI
D R HORTON INC COM
+$441.3K
8,278
+3%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$423.3K
52,432
+4%
增持
SFM
SPROUTS FMRS MKT INC COM
+$404.8K
3,718
+5368%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$379.6K
84,155
+10%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$375.9K
51,540
+7%
建仓
XNIEX
VIRTUS EQUITY & CONV INCM FD COM
+$372.2K
16,175
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$347.9K
2,675
+377%
减持
EMR
EMERSON ELEC CO COM
-$338.7K
310
-91%
增持
DE
DEERE & CO COM
+$325.4K
1,187
+161%
增持
V
VISA INC COM CL A
+$300.2K
1,529
+234%
增持
ABT
ABBOTT LABS COM
+$296.0K
3,752
+196%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$288.7K
5,963
-63%
减持
—
EXXON MOBIL CORP COM
-$285.0K
5,604
-32%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$279.3K
52,241
+3%
建仓
PML
PIMCO MUN INCOME FD II COM
+$276.4K
29,434
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$275.0K
56,432
+5%
增持
LOW
LOWES COS INC COM
+$265.5K
1,970
+62%
建仓
XLU
UTILITIES SELECT SECTOR SPDR FUND
+$258.9K
3,205
增持
NVDA
NVIDIA CORPORATION COM
+$253.8K
11,531
+24%
增持
SPY
SPDR S&P 500 ETF TRUST
+$247.1K
849
+93%
增持
SO
SOUTHERN CO COM
+$245.5K
3,524
+278%
建仓
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$244.7K
2,080
减持
CL
COLGATE PALMOLIVE CO COM
-$244.1K
501
-84%
增持
AMGN
AMGEN INC COM
+$243.6K
2,644
+36%
增持
MRK
MERCK & CO INC COM
+$242.3K
3,797
+149%
建仓
NFJ
VIRTUS DIVIDEND INTEREST & PR COM
+$236.0K
18,100
增持
SBUX
STARBUCKS CORP COM
+$234.4K
2,640
+795%
减持
DHR
DANAHER CORPORATION COM
-$230.9K
407
-70%
清仓
XHLF
BONDBLOXX BLOOMBERG SIX MONTH TARGET DURATION US TREASURY ETF
-$228.0K
0
-100%
减持
HSBC
HSBC HLDGS PLC SPON ADR NEW
-$224.0K
179
-97%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$223.8K
9,583
+46%
增持
META
META PLATFORMS INC CL A
+$223.0K
1,037
+41%
增持
EIM
EATON VANCE MUN BD FD COM
+$221.6K
24,530
+513%
增持
PM
PHILIP MORRIS INTL INC COM
+$217.3K
2,055
+546%
增持
CSCO
CISCO SYS INC COM
+$215.7K
7,989
+81%
增持
TSLA
TESLA INC COM
+$202.0K
822
+1145%
增持
DUK
DUKE ENERGY CORP NEW COM NEW
+$163.4K
1,669
+476%
增持
BAC
BANK AMERICA CORP COM
+$163.2K
23,684
+21%
增持
KO
COCA COLA CO COM
+$158.4K
2,995
+236%
增持
—
ARISTA NETWORKS INC COM
+$157.9K
532
+303%
建仓
—
PIMCO MUN INCOME FD III COM
+$156.4K
18,930
增持
D
DOMINION ENERGY INC COM
+$152.8K
2,738
+2367%
增持
IZRL
ARK ISRAEL INNOVATIVE TECHNOLOGY ETF
+$146.2K
7,381
增持
INTC
INTEL CORP COM
+$145.8K
12,729
+158%
建仓
PYPL
PAYPAL HLDGS INC COM
+$145.7K
1,867
增持
VOO
VANGUARD S&P 500 ETF
+$145.4K
901
+37%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$144.8K
1,443
+3800%
增持
O
REALTY INCOME CORP COM
+$142.4K
2,365
+1542%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$139.4K
39,695
-0%
建仓
PMO
PUTNAM MUN OPPORTUNITIES TR SH BEN INT
+$134.2K
12,309
建仓
APUE
ACTIVEPASSIVE U.S. EQUITY ETF
+$133.5K
3,789
建仓
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$133.1K
1,575
建仓
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
+$130.4K
1,400
增持
WDC
WESTERN DIGITAL CORP COM
+$128.9K
2,016
+1638%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$126.4K
660
+192%
增持
KMB
KIMBERLY-CLARK CORP COM
+$125.1K
1,195
+268%
清仓
—
CHICKEN SOUP FOR THE SOUL ENTM CL A
-$124.5K
0
-100%
增持
LMT
LOCKHEED MARTIN CORP COM
+$123.0K
968
+2%
增持
PFE
PFIZER INC COM
+$122.7K
13,763
+40%
增持
AVGO
BROADCOM INC COM
+$122.2K
3,780
+1045%
清仓
HIGH
SIMPLIFY ENHANCED INCOME ETF
-$120.6K
0
-100%
建仓
—
BLACKROCK MUN INCOME QUALITY T COM
+$120.4K
10,000
增持
HON
HONEYWELL INTL INC COM
+$119.4K
1,744
+54%
增持
TGT
TARGET CORP COM
+$118.3K
1,386
+110%
增持
PEP
PEPSICO INC COM
+$116.9K
1,020
+197%
增持
SAP
SAP SE SPON ADR
+$116.2K
552
+982%
增持
MO
ALTRIA GROUP INC COM
+$114.4K
6,418
+37%
增持
UNH
UNITEDHEALTH GROUP INC COM
+$113.6K
459
+51%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$112.9K
1,427
+3%
建仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$112.3K
1,350
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$110.1K
614
增持
GOOGL
ALPHABET INC CAP STK CL A
-$109.2K
8,922
+2%
清仓
GLDM
SPDR GOLD MINISHARES TRUST
-$107.2K
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$106.7K
1,005
建仓
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
+$102.7K
1,700
增持
ULCC
FRONTIER GROUP HLDGS INC COM
+$102.3K
20,715
+1097%
增持
MDLZ
MONDELEZ INTL INC CL A
+$100.9K
1,654
+417%
增持
PNW
PINNACLE WEST CAP CORP COM
+$99.0K
1,224
+887%
减持
DIS
DISNEY WALT CO COM
-$98.5K
2,449
-27%
建仓
MUB
ISHARES NATIONAL MUNI BOND ETF
+$97.8K
900
增持
NEE
NEXTERA ENERGY INC COM
+$96.3K
5,273
+7%
建仓
EOI
EATON VANCE ENHANCED EQUITY IN COM
+$96.1K
4,750
增持
NFLX
NETFLIX INC COM
+$96.0K
298
+74%
建仓
AVUS
AVANTIS U.S. EQUITY ETF
+$95.2K
1,000
建仓
—
PIMCO MUN INCOME FD COM
+$92.9K
9,000
建仓
USTB
VICTORYSHARES SHORT-TERM BOND ETF
+$91.5K
1,800
建仓
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
+$91.1K
2,673
清仓
BKGI
BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF
-$87.1K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$84.4K
1,419
+2%
清仓
XSVN
BONDBLOXX BLOOMBERG SEVEN YEAR TARGET DURATION US TREASURY ETF
-$82.4K
0
-100%
建仓
AHR
AMERICAN HEALTHCARE REIT INC COM SHS
+$81.6K
3,125
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$81.4K
624
+609%
增持
NOC
NORTHROP GRUMMAN CORP COM
+$76.3K
781
+1%
增持
IAU
ISHARES GOLD TRUST
+$74.7K
5,034
+26%
清仓
IGLD
FT VEST GOLD STRATEGY TARGET INCOME ETF
-$73.6K
0
-100%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$73.4K
5,503
+12%
减持
IEF
ISHARES 7-10 YEAR TREASURY BOND ETF
-$71.0K
125
-86%
建仓
SOXX
ISHARES SEMICONDUCTOR ETF
+$70.6K
306
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$70.0K
3,151
+20%
清仓
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
-$69.1K
0
-100%
清仓
MLPX
GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF
-$67.9K
0
-100%
建仓
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$67.9K
1,200
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$67.4K
19,850
+3%
清仓
—
LAM RESEARCH CORP COM
-$67.1K
0
-100%
建仓
APIE
ACTIVEPASSIVE INTERNATIONAL EQUITY ETF
+$64.5K
2,097
增持
CRM
SALESFORCE INC COM
+$63.9K
2,548
+3%
建仓
OGE
OGE ENERGY CORP COM
+$62.8K
1,530
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$62.6K
510
+55%
增持
IQV
IQVIA HLDGS INC COM
+$62.3K
1,977
+3%
增持
MA
MASTERCARD INCORPORATED CL A
+$61.5K
636
+11%
清仓
BBJP
JPMORGAN BETABUILDERS JAPAN ETF
-$61.4K
0
-100%
增持
ORCL
ORACLE CORP COM
+$61.2K
888
+39%
减持
GE
GE AEROSPACE COM NEW
-$58.9K
630
-44%
建仓
PHK
PIMCO HIGH INCOME FD COM SHS
+$58.7K
11,744
