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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 24
增持 50
减持 59
清仓 17
方向
标的
Δ市值
现股数(环比)
增持
IYW
ISHARES U.S. TECHNOLOGY ETF
+$6.8M
35,353
+8084%
增持
IVV
ISHARES CORE S&P 500 ETF
+$6.0M
49,231
+13%
增持
UTI
UNIVERSAL TECHNICAL INST INC COM
+$4.6M
141,110
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。
+48225%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$4.2M
52,503
+971%
增持
AAPL
APPLE INC COM
+$3.6M
70,166
+1%
增持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
+$3.1M
262,257
+31%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$2.7M
219,035
+20%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$2.7M
124,272
+35%
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$2.5M
234,864
+9%
建仓
VOE
VANGUARD MID-CAP VALUE ETF
+$2.1M
12,300
建仓
IVE
ISHARES S&P 500 VALUE ETF
+$2.1M
10,300
建仓
VBR
VANGUARD SMALL CAP VALUE ETF
+$2.1M
10,000
增持
VO
VANGUARD MID-CAP ETF
+$2.1M
37,583
+17%
建仓
VONV
VANGUARD RUSSELL 1000 VALUE ETF
+$2.1M
23,100
增持
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
+$2.0M
240,347
+25%
增持
DFIP
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF
+$1.8M
284,571
+17%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$1.7M
98,240
+25%
建仓
IVOV
VANGUARD S&P MID-CAP 400 VALUE ETF
+$1.3M
13,160
增持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC CL A
-$1.2M
247,303
+0%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$1.2M
62,253
+12%
建仓
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$1.1M
11,440
建仓
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$1.1M
5,300
建仓
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$1.1M
3,350
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.0M
41,624
+16%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$948.8K
60,265
+27%
减持
VOO
VANGUARD S&P 500 ETF
+$804.1K
20,833
-1%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$710.1K
10,588
+0%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$546.4K
2,004
+117%
清仓
VUSB
VANGUARD ULTRA-SHORT BOND ETF
-$543.5K
0
-100%
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$533.9K
9,800
+1%
增持
GOOG
ALPHABET INC CAP STK CL C
+$496.0K
7,491
+0%
增持
NVDA
NVIDIA CORPORATION COM
+$480.4K
16,743
+0%
减持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
-$476.0K
1,747
-40%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$430.2K
67,289
+3%
建仓
IWS
ISHARES RUSSELL MID-CAP VALUE ETF
+$413.4K
2,960
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$384.9K
80,867
+0%
减持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$367.8K
78,311
-3%
清仓
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX ETF
-$357.3K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$351.4K
5,406
减持
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
+$339.6K
332,172
-2%
清仓
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
-$315.8K
0
-100%
建仓
FLBL
FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND
+$263.3K
10,962
增持
BKLN
INVESCO SENIOR LOAN ETF
+$253.4K
12,130
+50442%
建仓
VBK
VANGUARD SMALL-CAP GROWTH ETF
+$250.0K
840
增持
USB
US BANCORP DEL COM NEW
+$233.6K
5,278
+1011%
建仓
EIS
ISHARES MSCI ISRAEL ETF
+$231.5K
2,308
增持
CAT
CATERPILLAR INC COM
+$221.5K
601
+258%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$215.1K
39,207
-0%
减持
JPM
JPMORGAN CHASE & CO. COM
+$205.7K
9,389
-1%
减持
AVB
AVALONBAY CMNTYS INC COM
-$200.0K
36
-96%
增持
HD
HOME DEPOT INC COM
+$192.7K
4,931
+0%
减持
EQR
EQUITY RESIDENTIAL SH BEN INT
-$189.0K
26
-99%
减持
ABBV
ABBVIE INC COM
+$182.9K
5,544
-7%
减持
V
VISA INC COM CL A
-$181.2K
2,811
-13%
清仓
INVH
INVITATION HOMES INC COM
-$180.7K
0
-100%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$171.9K
105,531
-3%
清仓
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
-$170.4K
0
-100%
增持
REM
ISHARES MORTGAGE REAL ESTATE ETF
+$166.7K
7,805
+3400%
减持
COST
COSTCO WHSL CORP NEW COM
-$159.3K
2,138
-1%
减持
MAA
MID-AMER APT CMNTYS INC COM
-$156.2K
26
-98%
减持
AVGO
BROADCOM INC COM
+$143.5K
4,133
-7%
减持
VB
VANGUARD SMALL-CAP ETF
+$140.6K
9,195
-1%
减持
FNDX
SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF
+$138.8K
164,012
-4%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$123.1K
9,985
+275%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$119.2K
1,407
+1%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$107.4K
37,933
-5%
减持
MSFT
MICROSOFT CORP COM
+$107.4K
6,938
-1%
清仓
SCHO
SCHWAB SHORT-TERM US TREASURY ETF
-$105.5K
0
-100%
减持
SUI
SUN CMNTYS INC COM
-$104.9K
40
-95%
减持
SPY
SPDR S&P 500 ETF TRUST
-$104.2K
2,664
-12%
减持
ELV
ELEVANCE HEALTH INC FORMERLY A COM
-$97.2K
71
-77%
减持
AVXC
AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF
+$95.2K
32,742
-1%
增持
INTC
INTEL CORP COM
+$95.0K
6,073
+25%
增持
IAU
ISHARES GOLD TRUST
+$93.2K
6,267
+8%
增持
CRM
SALESFORCE INC COM
-$88.0K
2,488
+0%
清仓
XDIAX
NUVEEN DOW 30 DYNMC OVERWRT FD SHS
-$86.9K
0
-100%
减持
LLY
ELI LILLY & CO COM
-$81.3K
4,493
-0%
清仓
BALI
ISHARES ADVANTAGE LARGE CAP INCOME ETF
-$80.4K
0
-100%
减持
KKR
KKR & CO INC COM
-$79.3K
25,560
-0%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$79.2K
78
-82%
建仓
ARTY
ISHARES FUTURE AI & TECH ETF
+$77.8K
1,700
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$75.9K
400
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$74.3K
3,054
+0%
减持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
+$70.1K
22,347
-5%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$67.1K
1,050
-71%
清仓
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$66.7K
0
-100%
减持
ISRG
INTUITIVE SURGICAL INC COM NEW
-$66.6K
642
-1%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$65.7K
13,360
+15%
清仓
ADX
ADAMS DIVERSIFIED EQUITY FD COM
-$63.0K
0
-100%
增持
ORCL
ORACLE CORP COM
+$61.8K
927
+2%
减持
MCD
MCDONALDS CORP COM
-$60.5K
1,565
-15%
增持
RTX
RTX CORPORATION COM
+$60.1K
2,807
+0%
减持
C
CITIGROUP INC COM NEW
+$59.5K
3,692
-0%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
+$59.2K
36,457
-5%
减持
NRG
NRG ENERGY INC COM NEW
-$58.8K
194
-65%
减持
IQV
IQVIA HLDGS INC COM
+$57.0K
1,772
-0%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$56.8K
1,759
-7%
减持
UPS
UNITED PARCEL SERVICE INC CL B
-$55.7K
2,542
-4%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$53.6K
4,213
-24%
增持
APP
APPLOVIN CORP COM CL A
+$52.3K
140
+1%
减持
JNJ
JOHNSON & JOHNSON COM
+$52.2K
1,938
-4%
减持
BDJ
BLACKROCK ENHANCED EQUITY DIVI COM
-$51.2K
1,819
-76%
清仓
RQI
COHEN & STEERS QUALITY INCOME COM
-$49.8K
0
-100%
减持
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
+$49.8K
47,296
-6%
建仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
+$47.2K
395
减持
PRU
PRUDENTIAL FINL INC COM
-$46.1K
145
-75%
清仓
MUC
BLACKROCK MUNIHLDNGS CALI QLTY COM
-$43.3K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$42.9K
1,758
+2%
减持
PRF
INVESCO RAFI US 1000 ETF
+$41.9K
15,222
-0%
减持
DFAC
DIMENSIONAL U.S. CORE EQUITY 2 ETF
-$40.5K
3,333
-29%
建仓
IXC
ISHARES GLOBAL ENERGY ETF
+$39.8K
954
增持
BA
BOEING CO COM
+$39.6K
1,727
+9%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$38.3K
818
+0%
建仓
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
+$38.0K
809
建仓
GSAT
GLOBALSTAR INC COM NEW
+$37.1K
1,020
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$36.6K
1,254
-49%
清仓
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$36.4K
0
-100%
减持
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$35.9K
51,220
-6%
减持
O
REALTY INCOME CORP COM
-$35.0K
136
-82%
减持
LMT
LOCKHEED MARTIN CORP COM
+$34.8K
1,016
-0%
清仓
XNEAX
NUVEEN AMT FREE QLTY MUN INCME COM
-$33.1K
0
-100%
增持
APH
AMPHENOL CORP NEW CL A
+$32.3K
1,191
+2%
增持
BSX
BOSTON SCIENTIFIC CORP COM
-$32.2K
3,327
+0%
减持
DFUV
DIMENSIONAL US MARKETWIDE VALUE ETF
-$32.1K
266
-74%
清仓
CSWC
CAPITAL SOUTHWEST CORP COM
-$30.9K
0
-100%
建仓
GOGO
GOGO INC COM
+$30.1K
3,501
增持
COMP
COMPASS INC CL A
+$30.1K
3,768
+12460%
减持
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$30.0K
122
-52%
建仓
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
+$29.6K
392
建仓
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
+$28.8K
849
减持
DIS
DISNEY WALT CO COM
-$27.9K
2,569
-1%
增持
NFLX
NETFLIX INC COM
-$27.1K
222
+1%
增持
T
AT&T INC COM
+$26.8K
48,929
+5%
增持
CVX
CHEVRON CORP NEW COM
+$26.7K
1,448
+5%
减持
STAG
STAG INDL INC COM
-$26.4K
1,000
-41%
减持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
-$25.8K
3,573
-21%
减持
TIP
ISHARES TIPS BOND ETF
+$25.6K
30,775
-0%
建仓
URNM
SPROTT URANIUM MINERS ETF
+$25.3K
419
减持
SPMD
SPDR PORTFOLIO S&P 400 MID CAP ETF
+$24.9K
13,374
-2%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$24.7K
209
-18%
增持
ESGU
ISHARES ESG AWARE MSCI USA ETF
+$24.3K
441
+49%
减持
ADBE
ADOBE INC COM
-$24.2K
98
-36%
减持
NVO
NOVO-NORDISK A S ADR
-$23.9K
612
-27%
减持
ANET
ARISTA NETWORKS INC COM SHS
+$22.9K
529
-0%
清仓
DFIC
DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF
-$22.8K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$22.6K
1,741
-0%
清仓
NFJ
VIRTUS DIVIDEND INTEREST & PR COM
-$22.3K
0
-100%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$21.0K
579
-0%
建仓
ZONE
CLEANCORE SOLUTIONS INC CLASS B COM SHS
+$20.7K
10,261
增持
BX
BLACKSTONE INC COM
+$20.4K
943
+0%
