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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 22
增持 55
减持 60
清仓 13
方向
标的
Δ市值
现股数(环比)
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$13.6M
199,678
-57%
增持
VOO
VANGUARD S&P 500 ETF
+$9.8M
21,044
+398%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$7.8M
183,259
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。
+249%
建仓
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$5.5M
80,451
减持
IVV
ISHARES CORE S&P 500 ETF
-$4.9M
43,431
-24%
增持
DFIP
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF
+$4.1M
243,967
+67%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$3.7M
108,272
+112%
减持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
-$3.7M
215,309
-26%
增持
IDV
ISHARES INTERNATIONAL SELECT DIVIDEND ETF
+$3.5M
119,250
+519%
减持
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
-$3.4M
192,646
-44%
增持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$3.4M
170,121
+408%
减持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
-$3.1M
78,527
-39%
减持
VO
VANGUARD MID-CAP ETF
-$2.8M
32,067
-30%
建仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$2.1M
50,258
增持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$1.9M
39,296
+171%
建仓
AVXC
AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF
+$1.9M
32,975
增持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$1.8M
23,645
+510%
建仓
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$1.8M
54,456
建仓
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$1.6M
38,544
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$1.6M
80,803
+55%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$1.6M
35,800
-32%
减持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
-$1.6M
47,429
-41%
增持
NVDA
NVIDIA CORPORATION COM
+$1.6M
16,732
+66%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$1.5M
91,963
-29%
减持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
-$1.5M
55,362
-34%
增持
SPY
SPDR S&P 500 ETF TRUST
+$1.5M
3,041
+310%
减持
AAPL
APPLE INC COM
-$1.2M
69,362
-0%
增持
MSFT
MICROSOFT CORP COM
+$1.2M
7,008
+13%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$925.3K
40,089
-31%
建仓
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
+$883.0K
20,998
增持
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
+$879.1K
339,371
+9%
增持
VB
VANGUARD SMALL-CAP ETF
+$780.3K
9,273
+45%
建仓
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$740.0K
13,608
建仓
DFLV
DIMENSIONAL US LARGE CAP VALUE ETF
+$698.3K
22,512
增持
META
META PLATFORMS INC CL A
+$625.7K
1,645
+61%
减持
TIP
ISHARES TIPS BOND ETF
-$599.3K
30,872
-14%
减持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$599.3K
65,133
-24%
增持
V
VISA INC COM CL A
+$570.6K
3,213
+97%
减持
SFM
SPROUTS FMRS MKT INC COM
-$551.5K
97
-97%
建仓
VUSB
VANGUARD ULTRA-SHORT BOND ETF
+$543.5K
10,900
增持
AVGO
BROADCOM INC COM
+$538.6K
4,426
+9%
减持
ABBV
ABBVIE INC COM
-$501.5K
5,930
-22%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$493.4K
10,576
+19%
清仓
VV
VANGUARD LARGE-CAP ETF
-$453.9K
0
-100%
减持
KKR
KKR & CO INC COM
+$439.3K
25,564
-0%
减持
HD
HOME DEPOT INC COM
-$368.0K
4,924
-17%
减持
COST
COSTCO WHSL CORP NEW COM
-$355.6K
2,160
-18%
增持
BSX
BOSTON SCIENTIFIC CORP COM
+$314.5K
3,324
+688%
建仓
DFSV
DIMENSIONAL US SMALL CAP VALUE ETF
+$312.3K
10,612
减持
JNJ
JOHNSON & JOHNSON COM
-$310.9K
2,011
-46%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$307.2K
651
+593%
增持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
+$303.4K
2,680
+541%
减持
MCD
MCDONALDS CORP COM
-$273.2K
1,835
-29%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$270.9K
1,899
-3%
增持
MA
MASTERCARD INCORPORATED CL A
+$259.4K
1,028
+77%
增持
TSLA
TESLA INC COM
+$229.2K
1,079
+146%
增持
C
CITIGROUP INC COM NEW
+$228.0K
3,704
+201%
减持
MU
MICRON TECHNOLOGY INC COM
+$216.9K
6,064
-1%
减持
DE
DEERE & CO COM
-$213.9K
62
-88%
减持
PG
PROCTER AND GAMBLE CO COM
-$211.0K
1,550
-42%
减持
JPM
JPMORGAN CHASE & CO. COM
+$207.2K
9,506
-9%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$207.1K
383
-85%
减持
SMR
NUSCALE PWR CORP CL A COM
+$204.9K
8,167
-2%
减持
CAT
CATERPILLAR INC COM
-$203.2K
168
-79%
减持
NEE
NEXTERA ENERGY INC COM
-$202.3K
2,172
-56%
增持
AVB
AVALONBAY CMNTYS INC COM
+$199.0K
1,017
+2649%
减持
LOW
LOWES COS INC COM
-$198.3K
414
-67%
增持
EQR
EQUITY RESIDENTIAL SH BEN INT
+$188.4K
2,826
+8731%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$188.4K
5,519
-41%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$188.2K
1,743
-38%
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC CL A
+$186.2K
247,297
+0%
建仓
INVH
INVITATION HOMES INC COM
+$180.7K
5,510
清仓
PML
PIMCO MUN INCOME FD II COM
-$170.9K
0
-100%
建仓
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
+$170.4K
2,600
减持
EIM
EATON VANCE MUN BD FD COM
-$167.9K
4,000
-81%
建仓
MAA
MID-AMER APT CMNTYS INC COM
+$159.9K
1,080
增持
BAC
BANK AMERICA CORP COM
+$159.6K
20,875
+5%
减持
MRK
MERCK & CO INC COM
-$159.2K
1,869
-45%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$151.3K
5,522
-17%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$144.9K
1,389
-2%
清仓
—
PIMCO MUN INCOME FD III COM
-$135.5K
0
-100%
增持
QCOM
QUALCOMM INC COM
+$134.2K
1,168
+247%
清仓
PMO
PUTNAM MUN OPPORTUNITIES TR SH BEN INT
-$125.4K
0
-100%
减持
PNW
PINNACLE WEST CAP CORP COM
-$124.4K
1,639
-42%
减持
CVX
CHEVRON CORP NEW COM
-$119.2K
1,384
-27%
增持
IAU
ISHARES GOLD TRUST
+$113.6K
5,818
+38%
减持
AMZN
AMAZON COM INC COM
+$113.2K
8,504
-8%
增持
NFLX
NETFLIX INC COM
+$112.4K
219
+13%
减持
GOOG
ALPHABET INC CAP STK CL C
+$109.4K
7,489
-4%
清仓
—
BLACKROCK MUN INCOME QUALITY T COM
-$107.8K
0
-100%
清仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
-$107.3K
0
-100%
减持
WMT
WALMART INC COM
-$107.1K
2,149
-41%
减持
SLVM
SYLVAMO CORP COMMON STOCK
-$107.0K
110
-93%
建仓
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
+$105.5K
4,328
增持
SUI
SUN CMNTYS INC COM
+$105.4K
870
+2317%
减持
TGT
TARGET CORP COM
-$105.1K
77
-93%
增持
BLK
BLACKROCK INC COM
+$102.9K
845
+2%
清仓
SU
SUNCOR ENERGY INC NEW COM
-$101.9K
0
-100%
减持
INTU
INTUIT COM
+$101.6K
592
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$101.1K
1,731
+25%
建仓
—
KORNIT DIGITAL LTD SHS
+$99.0K
4,973
增持
—
EATON CORP PLC SHS
+$96.4K
608
+37%
增持
NFG
NATIONAL FUEL GAS CO COM
+$94.3K
1,195
+1258%
减持
AMGN
AMGEN INC COM
-$91.2K
2,579
-1%
增持
AMT
AMERICAN TOWER CORP NEW COM
+$87.8K
426
+1369%
减持
ULCC
FRONTIER GROUP HLDGS INC COM
-$87.0K
805
-96%
建仓
XDIAX
NUVEEN DOW 30 DYNMC OVERWRT FD SHS
+$86.9K
6,060
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$84.1K
814
+156%
减持
SLB
SCHLUMBERGER LTD COM STK
-$83.8K
251
-89%
清仓
—
PIMCO MUN INCOME FD COM
-$79.6K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC COM
-$78.8K
424
+5%
减持
IRM
IRON MTN INC DEL COM
-$76.7K
3,118
-32%
增持
DIS
DISNEY WALT CO COM
+$76.3K
2,597
+4%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$74.7K
117
-88%
增持
NRG
NRG ENERGY INC COM NEW
+$72.0K
562
+194%
减持
O
REALTY INCOME CORP COM
-$69.0K
751
-61%
减持
ORCL
ORACLE CORP COM
+$67.5K
910
-3%
建仓
PFFD
GLOBAL X U.S. PREFERRED ETF
+$66.7K
3,544
增持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
+$66.4K
3,615
+244%
增持
SO
SOUTHERN CO COM
+$65.8K
1,858
+63%
减持
GE
GE AEROSPACE COM NEW
-$64.6K
239
-62%
建仓
ADX
ADAMS DIVERSIFIED EQUITY FD COM
+$63.0K
2,900
建仓
STAG
STAG INDL INC COM
+$61.7K
1,700
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
+$61.1K
2,918
+0%
增持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
+$59.1K
4,716
+41%
增持
LLY
ELI LILLY & CO COM
+$58.8K
4,502
+8%
清仓
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$58.3K
0
-100%
减持
IQV
IQVIA HLDGS INC COM
-$58.0K
1,774
-7%
清仓
VEU
VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
-$57.9K
0
-100%
增持
DFAI
DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF
+$57.4K
1,815
+949%
增持
ABT
ABBOTT LABS COM
+$56.9K
3,245
+12%
清仓
HYLB
XTRACKERS USD HIGH YIELD CORPORATE BOND ETF
-$55.7K
0
-100%
清仓
VTWO
VANGUARD RUSSELL 2000 ETF
-$55.5K
0
-100%
减持
ACDC
PROFRAC HLDG CORP CLASS A COM
-$54.5K
201
-97%
增持
BDJ
BLACKROCK ENHANCED EQUITY DIVI COM
+$52.1K
7,619
+319%
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$51.5K
160
+344%
清仓
FDHY
FIDELITY ENHANCED HIGH YIELD ETF
-$51.3K
0
-100%
增持
RSG
REPUBLIC SVCS INC COM
+$51.3K
268
+339%
减持
LYTS
LSI INDS INC OHIO COM
-$50.9K
190
-94%
建仓
RQI
COHEN & STEERS QUALITY INCOME COM
+$49.8K
4,000
增持
PM
PHILIP MORRIS INTL INC COM
+$49.0K
797
+32%
减持
ANET
ARISTA NETWORKS INC COM SHS
-$48.7K
530
-60%
建仓
LBRDK
LIBERTY BROADBAND CORP COM SER C
+$48.3K
491
建仓
GDXJ
VANECK JUNIOR GOLD MINERS ETF
+$47.5K
703
增持
FAST
FASTENAL CO COM
+$47.1K
1,730
+424%
减持
BBW
BUILD-A-BEAR WORKSHOP INC COM
-$46.7K
161
-89%
减持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
-$46.4K
11,629
-11%
增持
LMT
LOCKHEED MARTIN CORP COM
+$45.3K
1,020
+7%
增持
—
LINDE PLC SHS
+$45.1K
235
+68%
减持
PYPL
PAYPAL HLDGS INC COM
-$44.7K
145
-83%