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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 3
增持 24
减持 98
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
-$23.3M
69,428
-55%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$20.3M
469,768
+601%
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$5.1M
291,799
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。
+26%
增持
IVV
ISHARES CORE S&P 500 ETF
+$3.5M
56,784
+18%
增持
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
+$2.2M
346,267
+31%
增持
VO
VANGUARD MID-CAP ETF
+$1.9M
45,698
+22%
增持
DFIP
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF
+$1.9M
145,975
+39%
增持
VOO
VANGUARD S&P 500 ETF
+$1.8M
4,227
+477%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$1.7M
129,536
+29%
增持
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
+$1.7M
310,885
+32%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$1.7M
130,353
+28%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$1.7M
84,469
+30%
减持
MSFT
MICROSOFT CORP COM
-$1.3M
6,200
-27%
减持
AMZN
AMAZON COM INC COM
-$1.2M
9,211
-31%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$964.4K
85,529
+27%
减持
HD
HOME DEPOT INC COM
-$866.3K
5,930
-24%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$769.8K
33,466
+3805%
清仓
ENZL
ISHARES MSCI NEW ZEALAND ETF
-$679.1K
0
-100%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$657.4K
51,072
+37%
减持
BX
BLACKSTONE INC COM
-$650.0K
897
-80%
减持
AOK
ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF
-$621.6K
0
-100%
增持
LLY
ELI LILLY & CO COM
+$598.9K
4,178
+13%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$571.5K
2,823
-51%
减持
IRM
IRON MTN INC DEL COM
-$517.4K
4,609
-47%
减持
JNJ
JOHNSON & JOHNSON COM
-$494.0K
3,727
-52%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$487.2K
80,264
+23%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$467.6K
52,892
+20%
减持
PG
PROCTER AND GAMBLE CO COM
-$461.8K
2,687
-51%
减持
NVDA
NVIDIA CORPORATION COM
-$457.3K
10,056
-13%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$416.9K
9,698
-0%
减持
WMT
WALMART INC COM
-$416.6K
3,613
-56%
减持
MCD
MCDONALDS CORP COM
-$412.2K
2,591
-39%
减持
CVX
CHEVRON CORP NEW COM
-$378.8K
1,897
-61%
减持
COST
COSTCO WHSL CORP NEW COM
-$373.8K
2,637
-16%
减持
GOOG
ALPHABET INC CAP STK CL C
-$366.0K
7,803
-6%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$365.6K
8,862
-3%
减持
TIP
ISHARES TIPS BOND ETF
-$333.7K
35,975
-11%
减持
JPM
JPMORGAN CHASE & CO. COM
-$328.8K
10,390
-13%
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$328.3K
3,877
+3777%
建仓
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
+$315.4K
6,202
减持
AVGO
BROADCOM INC COM
-$280.7K
4,070
-2%
减持
CAT
CATERPILLAR INC COM
-$266.3K
814
-45%
减持
DE
DEERE & CO COM
-$257.5K
523
-56%
减持
V
VISA INC COM CL A
-$247.4K
1,627
-37%
减持
TSLA
TESLA INC COM
-$237.8K
438
-50%
减持
ABBV
ABBVIE INC COM
-$237.0K
7,647
-26%
增持
VB
VANGUARD SMALL-CAP ETF
+$230.2K
6,391
+29%
清仓
XNIEX
VIRTUS EQUITY & CONV INCM FD COM
-$226.9K
0
-100%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$209.0K
490
-79%
减持
SO
SOUTHERN CO COM
-$192.2K
1,140
-68%
减持
BAC
BANK AMERICA CORP COM
-$188.7K
19,846
-14%
减持
CRM
SALESFORCE INC COM
-$180.3K
2,571
-1%
清仓
GVI
ISHARES INTERMEDIATE GOVERNMENT/CREDIT BOND ETF
-$171.9K
0
-100%
减持
LOW
LOWES COS INC COM
-$163.2K
1,244
-32%
减持
CSCO
CISCO SYS INC COM
-$162.7K
5,138
-37%
减持
PM
PHILIP MORRIS INTL INC COM
-$154.7K
606
-71%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$150.5K
9,418
-35%
清仓
NFJ
VIRTUS DIVIDEND INTEREST & PR COM
-$144.0K
0
-100%
减持
KMB
KIMBERLY-CLARK CORP COM
-$139.6K
161
-87%
减持
D
DOMINION ENERGY INC COM
-$136.5K
111
-96%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC COM
+$135.0K
500
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$132.7K
6,671
-30%
减持
ANET
ARISTA NETWORKS INC COM SHS
-$132.3K
1,328
-38%
清仓
SLYG
SPDR S&P 600 SMALL CAP GROWTH ETF
-$126.5K
0
-100%
清仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$121.2K
0
-100%
减持
AMGN
AMGEN INC COM
+$115.9K
2,604
-2%
减持
WDC
WESTERN DIGITAL CORP COM
-$115.5K
116
-94%
清仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$110.8K
0
-100%
减持
DHI
D R HORTON INC COM
-$109.7K
8,236
-0%
减持
MRK
MERCK & CO INC COM
-$108.0K
3,422
-18%
减持
PEP
PEPSICO INC COM
-$106.4K
352
-66%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$105.4K
58,404
-4%
减持
AEP
AMERICAN ELEC PWR CO INC COM
-$105.2K
134
-90%
减持
INTC
INTEL CORP COM
-$103.1K
6,725
-47%
减持
KO
COCA COLA CO COM
-$102.8K
1,152
-61%
减持
HON
HONEYWELL INTL INC COM
-$102.4K
1,410
-21%
建仓
SU
SUNCOR ENERGY INC NEW COM
+$101.9K
2,631
减持
SPY
SPDR S&P 500 ETF TRUST
-$100.1K
741
-16%
减持
CEG
CONSTELLATION ENERGY CORP COM
-$100.1K
236
-64%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$99.3K
2,643
-15%
减持
PYPL
PAYPAL HLDGS INC COM
-$98.9K
850
-53%
清仓
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY ETF
-$98.6K
0
-100%
减持
PFE
PFIZER INC COM
-$98.1K
9,591
-25%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$94.3K
2,444
-57%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$93.4K
1,389
-3%
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$91.2K
52,472
-3%
清仓
USTB
VICTORYSHARES SHORT-TERM BOND ETF
-$90.4K
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$84.8K
0
-100%
减持
NFLX
NETFLIX INC COM
-$83.8K
194
-35%
减持
BLK
BLACKROCK INC COM
-$81.5K
828
-2%
减持
MU
MICRON TECHNOLOGY INC COM
-$73.4K
6,105
-15%
减持
DEO
DIAGEO PLC SPON ADR NEW
-$69.7K
2,234
-7%
减持
TGT
TARGET CORP COM
-$66.0K
1,080
-18%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$65.2K
13,122
+22%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$63.6K
2,859
-0%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$54.8K
0
-100%
减持
DLR
DIGITAL RLTY TR INC COM
-$54.6K
178
-61%
减持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$53.6K
19,250
-3%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$52.2K
1,050
-65%
清仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$50.3K
0
-100%
减持
NKE
NIKE INC CL B
-$48.6K
2,796
-6%
减持
PEG
PUBLIC SVC ENTERPRISE GRP INC COM
-$48.3K
234
-71%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$48.1K
2,545
-1%
减持
EIM
EATON VANCE MUN BD FD COM
-$47.6K
20,718
-16%
减持
IQV
IQVIA HLDGS INC COM
-$46.8K
1,915
-2%
清仓
SPTS
SPDR PORTFOLIO SHORT TERM TREASURY ETF
-$46.4K
0
-100%
减持
XEL
XCEL ENERGY INC COM
-$46.2K
315
-69%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$45.9K
52,140
-1%
减持
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$45.7K
2,661
-45%
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$45.7K
14,525
+0%
减持
BBY
BEST BUY INC COM
-$44.7K
147
-77%
减持
META
META PLATFORMS INC CL A
-$43.9K
1,021
-5%
减持
LMT
LOCKHEED MARTIN CORP COM
-$43.8K
956
-1%
清仓
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$42.8K
0
-100%
减持
USB
US BANCORP DEL COM NEW
-$42.6K
517
-62%
清仓
SHYG
ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND ETF
-$42.2K
0
-100%
减持
RTX
RTX CORPORATION COM
+$42.1K
2,937
-2%
减持
ORCL
ORACLE CORP COM
-$41.2K
940
-9%
清仓
NVG
NUVEEN AMT FREE MUN CR INC FD COM
-$40.7K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$40.5K
1,423
-1%
减持
DIS
DISNEY WALT CO COM
-$40.2K
2,490
-3%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$39.6K
3,053
+1%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$39.5K
318
-32%
减持
SNOW
SNOWFLAKE INC CL A
-$39.0K
50
-83%
清仓
—
VIRTUS CONVERTIBLE & INCOME FD COM
-$38.2K
0
-100%
清仓
GTO
INVESCO TOTAL RETURN BOND ETF
-$38.1K
0
-100%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATION CL A
-$35.7K
5
-95%
清仓
AHR
AMERICAN HEALTHCARE REIT INC COM SHS
-$35.5K
0
-100%
减持
PNC
PNC FINL SVCS GROUP INC COM
-$35.1K
246
-39%
减持
—
EATON CORP PLC SHS
-$35.0K
444
-5%
减持
ABT
ABBOTT LABS COM
-$34.4K
2,898
-22%
减持
NEE
NEXTERA ENERGY INC COM
-$33.3K
4,981
-8%
减持
T
AT&T INC COM
+$33.1K
47,884
-17%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
-$33.1K
199
-41%
清仓
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND
-$33.1K
0
-100%
建仓
NCV
VIRTUS CONVERTIBLE & INCOME FD COM NEW
+$32.3K
2,500
减持
—
SILA REALTY TRUST INC CLASS A
+$31.8K
20,671
-3%
减持
CMCSA
COMCAST CORP NEW CL A
-$31.3K
1,441
-36%
清仓
APUE
ACTIVEPASSIVE U.S. EQUITY ETF
-$30.4K
0
-100%
减持
PH
PARKER-HANNIFIN CORP COM
-$29.5K
165
-19%
减持
WPC
WP CAREY INC COM
-$29.0K
103
-84%
增持
NVO
NOVO-NORDISK A S ADR
+$28.8K
804
+156%
清仓
LULU
LULULEMON ATHLETICA INC COM
-$28.7K
0
-100%
清仓
TIPZ
PIMCO BROAD U.S. TIPS INDEX ETF
-$28.5K
0
-100%
清仓
—
CONSOL ENERGY INC NEW COM
-$28.5K
0
-100%
减持
GILD
GILEAD SCIENCES INC COM
-$28.1K
509
-45%
清仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$27.2K
0
-100%
减持
ENB
ENBRIDGE INC COM
-$26.9K
82
-89%
减持
HSY
HERSHEY CO COM
-$26.4K
7
-96%
减持
HBAN
HUNTINGTON BANCSHARES INC COM
-$26.3K
583
-73%
