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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 67
减持 60
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VBIL
VANGUARD 0-3 MONTH TREASURY BILL ETF
+$21.3M
282,859
+72058%
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$13.2M
113
-100%
增持
BKLN
INVESCO SENIOR LOAN ETF
+$8.0M
391,037
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。
+3124%
增持
DFIP
DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF
+$5.8M
428,494
+51%
增持
CVX
CHEVRON CORP NEW COM
+$5.4M
36,919
+2450%
建仓
JAAA
JANUS HENDERSON AAA CLO ETF
+$3.6M
71,445
增持
DBMF
IMGP DBI MANAGED FUTURES STRATEGY ETF
+$3.5M
448,656
+35%
减持
KNX
KNIGHT-SWIFT TRANSN HLDGS INC CL A
+$3.2M
247,283
-0%
增持
FLBL
FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND
+$2.8M
129,483
+1081%
增持
IDEV
ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF
+$2.0M
252,319
+7%
增持
AVLV
AVANTIS U.S. LARGE CAP VALUE ETF
+$1.9M
118,737
+21%
增持
IVV
ISHARES CORE S&P 500 ETF
+$1.7M
50,643
+3%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$1.5M
101,980
+921%
增持
LLY
ELI LILLY & CO COM
+$1.4M
4,510
+0%
增持
DFEM
DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF
+$1.3M
271,257
+13%
增持
VO
VANGUARD MID-CAP ETF
+$1.1M
41,759
+11%
增持
AVDV
AVANTIS INTERNATIONAL SMALL CAP VALUE ETF
+$977.3K
69,381
+11%
减持
UTI
UNIVERSAL TECHNICAL INST INC COM
-$913.4K
140,825
-0%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$862.2K
10,978
+4%
减持
AAPL
APPLE INC COM
+$800.2K
68,663
-2%
增持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
+$774.4K
133,389
+7%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$773.6K
73,146
+9%
增持
MU
MICRON TECHNOLOGY INC COM
+$720.1K
6,078
+0%
增持
NVDA
NVIDIA CORPORATION COM
+$689.5K
20,447
+22%
增持
DFAT
DIMENSIONAL U.S. TARGETED VALUE ETF
+$592.4K
68,868
+14%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$561.9K
45,833
+10%
减持
VOO
VANGUARD S&P 500 ETF
-$497.1K
19,551
-6%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$480.5K
968
-52%
减持
GOOG
ALPHABET INC CAP STK CL C
+$480.4K
7,345
-2%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$475.0K
32,298
-9%
增持
EFA
ISHARES MSCI EAFE ETF
+$414.2K
8,838
+90%
增持
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$354.7K
2,248
+462%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$330.8K
13,740
+154%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$306.5K
2,368
+35%
减持
HD
HOME DEPOT INC COM
-$302.6K
4,927
-0%
减持
TIP
ISHARES TIPS BOND ETF
-$260.6K
28,771
-7%
减持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$237.1K
77,089
-5%
增持
IWO
ISHARES RUSSELL 2000 GROWTH ETF
+$218.3K
3,995
+19%
减持
DHI
D R HORTON INC COM
-$210.7K
8,274
-0%
增持
IEFA
ISHARES CORE MSCI EAFE ETF
+$206.5K
53,550
+2%
增持
PFF
ISHARES PREFERRED & INCOME SECURITIES ETF
+$200.3K
20,114
+51%
建仓
IWN
ISHARES RUSSELL 2000 VALUE ETF
+$199.7K
1,102
增持
TSLA
TESLA INC COM
+$199.5K
1,213
+56%
增持
AVEM
AVANTIS EMERGING MARKETS EQUITY ETF
+$196.4K
78,919
+1%
增持
AMZN
AMAZON COM INC COM
+$179.7K
8,827
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$163.6K
1,460
+4%
增持
T
AT&T INC COM
-$158.1K
49,259
+1%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$153.5K
35,003
-8%
减持
COST
COSTCO WHSL CORP NEW COM
-$148.3K
2,123
-1%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$138.1K
102,254
-3%
减持
AVUS
AVANTIS U.S. EQUITY ETF
-$135.5K
1,000
-56%
增持
AMGN
AMGEN INC COM
+$125.2K
2,607
+1%
增持
CEG
CONSTELLATION ENERGY CORP COM
+$119.7K
569
+130%
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$115.4K
787
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$103.2K
211,745
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$102.8K
488
+199%
减持
NFG
NATIONAL FUEL GAS CO COM
-$102.1K
104
-91%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$98.0K
9,737
-1%
减持
GS
GOLDMAN SACHS GROUP INC COM
+$95.3K
1,702
-3%
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
-$85.1K
396
-77%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$84.7K
1,316
+61%
增持
LRCX
LAM RESEARCH CORP COM NEW
+$83.2K
939
+62%
减持
FNDC
SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF
-$79.4K
18,363
-9%
减持
PG
PROCTER AND GAMBLE CO COM
-$79.3K
1,099
-29%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$78.3K
10,399
+1%
增持
BAC
BANK AMERICA CORP COM
+$77.2K
20,984
+1%
增持
RTX
RTX CORPORATION COM
+$76.5K
2,978
+6%
减持
SPEM
SPDR PORTFOLIO EMERGING MARKETS ETF
-$74.6K
34,864
-4%
增持
ORCL
ORACLE CORP COM
-$73.4K
961
+4%
增持
META
META PLATFORMS INC CL A
-$73.4K
1,719
+4%
减持
DISV
DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF
+$71.3K
49,983
-2%
增持
C
CITIGROUP INC COM NEW
+$69.5K
3,807
+3%
减持
CAT
CATERPILLAR INC COM
-$66.2K
385
-36%
增持
MSFT
MICROSOFT CORP COM
-$66.0K
7,294
+5%
减持
SPSM
STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$64.5K
45,375
-4%
增持
IQV
IQVIA HLDGS INC COM
+$63.3K
1,774
+0%
增持
WFC
WELLS FARGO CO NEW COM
+$62.6K
6,625
+0%
建仓
OBDC
BLUE OWL CAPITAL CORPORATION COM
+$62.1K
5,000
减持
MDLZ
MONDELEZ INTL INC CL A
-$61.2K
804
-52%
减持
MO
ALTRIA GROUP INC COM
-$60.9K
3,951
-10%
建仓
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
+$60.1K
587
减持
IRM
IRON MTN INC DEL COM
-$59.7K
3,112
-0%
减持
APP
APPLOVIN CORP COM CL A
-$59.5K
61
-56%
增持
KKR
KKR & CO INC COM
-$59.4K
25,589
+0%
减持
DUHP
DIMENSIONAL US HIGH PROFITABILITY ETF
-$58.9K
2,000
-44%
减持
CRM
SALESFORCE INC COM
+$56.5K
2,439
-2%
减持
PFE
PFIZER INC COM
-$55.1K
7,461
-21%
减持
HON
HONEYWELL INTL INC COM
-$54.7K
1,254
-12%
增持
PANW
PALO ALTO NETWORKS INC COM
+$54.5K
412
+292%
减持
SPYM
STATE STREET SPDR PORTFOLIO S&P 500 ETF
-$53.6K
37,620
-4%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWARE COM
+$52.6K
282
+271%
减持
AVUV
AVANTIS U.S. SMALL CAP VALUE ETF
-$52.1K
21,299
-5%
增持
BMY
BRISTOL-MYERS SQUIBB CO COM
+$51.6K
5,546
+1%
增持
AXP
AMERICAN EXPRESS CO COM
+$49.4K
718
+10%
增持
CSCO
CISCO SYS INC COM
+$48.6K
5,054
+2%
增持
GRND
GRINDR INC COM
+$47.5K
4,509
+398%
清仓
IEI
ISHARES 3-7 YEAR TREASURY BOND ETF
-$47.2K
0
-100%
增持
UBER
UBER TECHNOLOGIES INC COM
+$46.3K
1,122
+142%
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$46.2K
505
+32%
减持
VZ
VERIZON COMMUNICATIONS INC COM
-$45.5K
3,429
-19%
建仓
KWEB
KRANESHARES CSI CHINA INTERNET ETF
+$44.6K
1,310
减持
—
EXXON MOBIL CORP COM
-$44.6K
3,801
-15%
清仓
WSO
WATSCO INC COM
-$43.7K
0
-100%
清仓
BSV
VANGUARD SHORT-TERM BOND ETF
-$43.4K
0
-100%
减持
ABT
ABBOTT LABS COM
-$41.5K
3,090
-3%
增持
NFLX
NETFLIX INC COM
-$40.8K
2,404
+983%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$40.7K
186
-51%
建仓
PWB
INVESCO LARGE CAP GROWTH ETF
+$40.3K
317
建仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
+$38.9K
389
建仓
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
+$38.7K
195
减持
EXAS
EXACT SCIENCES CORP COM
+$38.3K
824
-1%
减持
JPM
JPMORGAN CHASE & CO. COM
+$38.3K
9,310
-1%
清仓
VMBS
VANGUARD MORTGAGE-BACKED SECURITIES ETF
-$38.0K
0
-100%
增持
SHEL
SHELL PLC SPON ADS
+$37.6K
950
+111%
建仓
IVW
ISHARES S&P 500 GROWTH ETF
+$37.5K
304
减持
GSAT
GLOBALSTAR INC COM NEW
-$36.6K
9
-99%
减持
UPS
UNITED PARCEL SERVICE INC CL B
+$36.5K
2,509
-1%
增持
—
SILA REALTY TRUST INC CLASS A
-$36.5K
20,693
+0%
增持
CFG
CITIZENS FINL GROUP INC COM
+$36.3K
710
+632%
减持
SPGI
S&P GLOBAL INC COM
-$35.7K
50
-61%
减持
JNJ
JOHNSON & JOHNSON COM
+$35.1K
1,906
-2%
减持
ADP
AUTOMATIC DATA PROCESSING INC COM
-$34.6K
332
-19%
增持
RIVN
RIVIAN AUTOMOTIVE INC COM CL A
+$34.5K
3,284
+59%
建仓
EFV
ISHARES MSCI EAFE VALUE ETF
+$34.3K
481
减持
AVGO
BROADCOM INC COM
-$34.1K
3,841
-7%
清仓
NVO
NOVO-NORDISK A S ADR
-$34.0K
0
-100%
建仓
EWJ
ISHARES MSCI JAPAN ETF
+$33.9K
420
减持
PRFZ
INVESCO RAFI US 1500 SMALL-MID ETF
-$33.6K
3,114
-20%
建仓
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
+$32.8K
686
减持
CMCSA
COMCAST CORP NEW CL A
-$32.0K
437
-70%
减持
QCOM
QUALCOMM INC COM
-$32.0K
949
-19%
建仓
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
+$31.4K
517
减持
BA
BOEING CO COM
-$31.4K
1,572
-9%
减持
LQDA
LIQUIDIA CORPORATION COM NEW
-$31.4K
398
-80%
减持
FISV
FISERV INC COM
-$31.3K
12
-95%
建仓
PWV
INVESCO LARGE CAP VALUE ETF
+$31.1K
468
增持
MA
MASTERCARD INCORPORATED CL A
+$30.8K
1,081
+5%
清仓
LBRDK
LIBERTY BROADBAND CORP COM SER C
-$30.4K
0
-100%
清仓
GOGO
GOGO INC COM
-$30.1K
0
-100%
减持
MRK
MERCK & CO INC COM
+$29.1K
1,673
-4%
减持
MRSH
MARSH COM
-$29.1K
118
-53%
清仓
SPIB
SPDR PORTFOLIO INTERMEDIATE TERM CORPORATE BOND ETF
-$28.8K
0
-100%
增持
V
VISA INC COM CL A
+$28.3K
2,817
+0%
增持
NOC
NORTHROP GRUMMAN CORP COM
-$28.3K
801
+1%
增持
IJK
ISHARES S&P MID-CAP 400 GROWTH ETF
+$28.3K
11,615
+2%
减持
TXN
TEXAS INSTRS INC COM
-$27.9K
248
-36%
增持
NOW
SERVICENOW INC COM
+$27.5K
750
+689%
减持
ESGU
ISHARES ESG AWARE MSCI USA ETF
-$27.4K
247
-44%
减持
PNW
PINNACLE WEST CAP CORP COM
-$27.2K
1,348
-18%
增持
IONQ
IONQ INC COM
+$27.0K
624
+3800%
