Fortitude Advisory Group L.L.C.
GIG HARBOR WA · SEC CIK 0001928999
$2.22亿2026Q1 申报市值
225持仓数
41.4%前十大占比 · 第一大 12.3%
21 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUSB 加仓+$200.30万
CEG 新建仓+$159.45万
TLN 新建仓+$114.48万
MHD 加仓+$92.38万
NRG 新建仓+$87.29万
2026Q1 卖出最多 按季末市值估算
FBND 减仓-$1,824.09万
FTAI 减仓-$162.97万
META 减仓-$78.04万
BRK/A 减仓-$71.81万
AVGO 减仓-$57.91万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| XEVVX | EATON VANCE LIMITED DURATION | $32.91万 | 0.15% | 34,824 | 0 | 0.0% | — | 不变 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $33.20万 | 0.15% | 22,896 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $33.27万 | 0.15% | 9,922 | -162 | -1.6% | -$5,432 | 减仓 |
| MRK | MERCK & CO INC | $33.73万 | 0.15% | 2,804 | -699 | -20.0% | -$8.41万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $33.89万 | 0.15% | 497 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INCOME | $34.43万 | 0.15% | 45,781 | 0 | 0.0% | — | 不变 |
| — | MFS CHARTER INCOME TR | $34.67万 | 0.16% | 57,217 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $34.84万 | 0.16% | 6,941 | -120 | -1.7% | -$6,024 | 减仓 |
| EME | EMCOR GROUP INC | $34.85万 | 0.16% | 472 | -20 | -4.1% | -$1.48万 | 减仓 |
| — | CALAMOS ETF TR | $35.67万 | 0.16% | 13,683 | 0 | 0.0% | — | 不变 |
| FIDU | FIDELITY COVINGTON TRUST | $35.83万 | 0.16% | 4,141 | 894 | 27.5% | $7.74万 | 加仓 |
| MO | ALTRIA GROUP INC | $36.32万 | 0.16% | 5,503 | 33 | 0.6% | $2,178 | 加仓 |
| IEMG | ISHARES INC | $36.40万 | 0.16% | 5,219 | 259 | 5.2% | $1.81万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $37.45万 | 0.17% | 3,990 | -402 | -9.2% | -$3.77万 | 减仓 |
| BOND | PIMCO ETF TR | $37.93万 | 0.17% | 4,110 | 4,110 | — | $37.93万 | 新建仓 |
| — | CALAMOS ETF TR | $38.38万 | 0.17% | 15,189 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $38.98万 | 0.18% | 5,125 | -100 | -1.9% | -$7,605 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $38.99万 | 0.18% | 43,368 | 0 | 0.0% | — | 不变 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $39.07万 | 0.18% | 33,970 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $39.61万 | 0.18% | 4,354 | -10 | -0.2% | -$910 | 减仓 |
| RTX | RTX CORPORATION | $39.70万 | 0.18% | 2,058 | -121 | -5.6% | -$2.33万 | 减仓 |
| LIN | LINDE PLC | $39.71万 | 0.18% | 801 | -6 | -0.7% | -$2,975 | 减仓 |
| SHV | ISHARES TR | $39.73万 | 0.18% | 3,599 | 226 | 6.7% | $2.49万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $40.04万 | 0.18% | 2,320 | 369 | 18.9% | $6.37万 | 加仓 |
| HD | HOME DEPOT INC | $40.46万 | 0.18% | 1,230 | 277 | 29.1% | $9.11万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $40.77万 | 0.18% | 2,004 | 2 | 0.1% | $407 | 加仓 |
| MMT | MFS MULTIMARKET INCOME TR | $41.08万 | 0.18% | 88,913 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $41.15万 | 0.19% | 1,147 | -60 | -5.0% | -$2.15万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $43.76万 | 0.20% | 3,904 | 1,218 | 45.3% | $13.65万 | 加仓 |
| BE | BLOOM ENERGY CORP | $43.97万 | 0.20% | 3,245 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $44.02万 | 0.20% | 14,349 | 14,349 | — | $44.02万 | 新建仓 |
| DE | DEERE & CO | $44.67万 | 0.20% | 793 | -237 | -23.0% | -$13.35万 | 减仓 |
| AMGN | AMGEN INC | $44.91万 | 0.20% | 1,276 | -15 | -1.2% | -$5,279 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $45.22万 | 0.20% | 981 | 26 | 2.7% | $1.20万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $45.27万 | 0.20% | 749 | -24 | -3.1% | -$1.45万 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $45.67万 | 0.21% | 31,826 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $46.07万 | 0.21% | 2,716 | -24 | -0.9% | -$4,071 | 减仓 |
| ALMU | AELUMA INC | $46.38万 | 0.21% | 35,435 | 35,435 | — | $46.38万 | 新建仓 |
| ETN | EATON CORP PLC | $46.75万 | 0.21% | 1,307 | -94 | -6.7% | -$3.36万 | 减仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $46.93万 | 0.21% | 29,968 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $48.58万 | 0.22% | 3,303 | -341 | -9.4% | -$5.02万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $48.61万 | 0.22% | 989 | 1 | 0.1% | $492 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $49.20万 | 0.22% | 16,919 | 10 | 0.1% | $291 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $49.54万 | 0.22% | 7,730 | 217 | 2.9% | $1.39万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $49.85万 | 0.22% | 4,545 | 4 | 0.1% | $439 | 加仓 |
| NFLX | NETFLIX INC. | $50.43万 | 0.23% | 5,245 | 255 | 5.1% | $2.45万 | 加仓 |
| ET | ENERGY TRANSFER L P | $52.12万 | 0.23% | 27,006 | 2,685 | 11.0% | $5.18万 | 加仓 |
| V | VISA INC | $52.93万 | 0.24% | 1,751 | -519 | -22.9% | -$15.69万 | 减仓 |
| HPQ | HP INC | $52.95万 | 0.24% | 27,562 | 12,527 | 83.3% | $24.06万 | 加仓 |
| QCOM | QUALCOMM INC | $53.03万 | 0.24% | 4,118 | 409 | 11.0% | $5.27万 | 加仓 |
| VB | VANGUARD INDEX FDS | $53.28万 | 0.24% | 2,034 | 483 | 31.1% | $12.65万 | 加仓 |
| EMR | EMERSON ELEC CO | $53.31万 | 0.24% | 4,069 | 107 | 2.7% | $1.40万 | 加仓 |
| VGT | VANGUARD WORLD FD | $53.60万 | 0.24% | 768 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $54.36万 | 0.24% | 1,088 | 3 | 0.3% | $1,499 | 加仓 |
| SBUX | STARBUCKS CORP | $54.82万 | 0.25% | 6,118 | 24 | 0.4% | $2,150 | 加仓 |
| GLW | CORNING INC | $54.88万 | 0.25% | 4,036 | 64 | 1.6% | $8,702 | 加仓 |
| — | MFS INTER INCOME TR | $57.18万 | 0.26% | 227,811 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $57.22万 | 0.26% | 4,603 | -536 | -10.4% | -$6.66万 | 减仓 |
| GE | GE AEROSPACE | $58.37万 | 0.26% | 2,057 | -193 | -8.6% | -$5.48万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $58.80万 | 0.26% | 2,752 | 1,282 | 87.2% | $27.39万 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $58.94万 | 0.27% | 53,680 | 53,680 | — | $58.94万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $59.79万 | 0.27% | 2,342 | -260 | -10.0% | -$6.64万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $60.48万 | 0.27% | 4,084 | 2 | 0.0% | $296 | 加仓 |
| VST | VISTRA CORP | $60.75万 | 0.27% | 4,041 | 4,041 | — | $60.75万 | 新建仓 |
| IJH | ISHARES TR | $60.99万 | 0.27% | 9,031 | 2,686 | 42.3% | $18.14万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $61.89万 | 0.28% | 13,567 | -399,845 | -96.7% | -$1,824.09万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $62.64万 | 0.28% | 5,280 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $62.80万 | 0.28% | 6,937 | 2,007 | 40.7% | $18.17万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $64.72万 | 0.29% | 53,136 | 402 | 0.8% | $4,896 | 加仓 |
| CAT | CATERPILLAR INC | $65.06万 | 0.29% | 918 | 58 | 6.7% | $4.11万 | 加仓 |
| BA | BOEING CO | $65.72万 | 0.30% | 3,302 | 2,216 | 204.1% | $44.11万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $69.01万 | 0.31% | 18,238 | 19 | 0.1% | $719 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $70.67万 | 0.32% | 32,595 | 2,120 | 7.0% | $4.60万 | 加仓 |
| GLD | SPDR GOLD TR | $71.39万 | 0.32% | 1,659 | -30 | -1.8% | -$1.29万 | 减仓 |
| TJX | TJX COS INC NEW | $72.29万 | 0.33% | 4,527 | 1,381 | 43.9% | $22.05万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $72.42万 | 0.33% | 2,143 | 509 | 31.2% | $17.20万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $72.78万 | 0.33% | 1,666 | 936 | 128.2% | $40.89万 | 加仓 |
| BAC | BANK AMERICA CORP | $72.83万 | 0.33% | 14,940 | -15 | -0.1% | -$731 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $73.27万 | 0.33% | 1,529 | 50 | 3.4% | $2.40万 | 加仓 |
| AMAT | APPLIED MATLS INC | $73.52万 | 0.33% | 2,151 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $73.70万 | 0.33% | 3,015 | -65 | -2.1% | -$1.59万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $74.21万 | 0.33% | 31,168 | -26 | -0.1% | -$619 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $74.82万 | 0.34% | 24,531 | 114 | 0.5% | $3,477 | 加仓 |
| PG | PROCTER & GAMBLE CO | $75.15万 | 0.34% | 5,203 | 136 | 2.7% | $1.96万 | 加仓 |
| AGG | ISHARES TR | $83.97万 | 0.38% | 8,459 | 1,132 | 15.4% | $11.24万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $84.50万 | 0.38% | 11,475 | 3,033 | 35.9% | $22.34万 | 加仓 |
| NRG | NRG ENERGY INC | $87.29万 | 0.39% | 5,973 | 5,973 | — | $87.29万 | 新建仓 |
| AGNC | AGNC INVT CORP | $88.26万 | 0.40% | 88,000 | -1,656 | -1.8% | -$1.66万 | 减仓 |
| SLB | SLB LIMITED | $88.56万 | 0.40% | 17,233 | 5,725 | 49.7% | $29.42万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $89.15万 | 0.40% | 25,156 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC | $90.35万 | 0.41% | 20,065 | 459 | 2.3% | $2.07万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $91.01万 | 0.41% | 31,242 | 202 | 0.7% | $5,884 | 加仓 |
| CVX | CHEVRON CORPORATION | $93.38万 | 0.42% | 4,513 | 19 | 0.4% | $3,931 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $96.24万 | 0.43% | 3,971 | 52 | 1.3% | $1.26万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $99.64万 | 0.45% | 32,182 | 17 | 0.1% | $526 | 加仓 |
| SOXX | ISHARES TR | $99.64万 | 0.45% | 3,032 | -24 | -0.8% | -$7,887 | 减仓 |
| MS | MORGAN STANLEY | $101.93万 | 0.46% | 6,194 | 0 | 0.0% | — | 不变 |
| AEHR | AEHR TEST SYS | $106.35万 | 0.48% | 28,682 | 7,575 | 35.9% | $28.09万 | 加仓 |
| CSCO | CISCO SYS INC | $107.20万 | 0.48% | 13,816 | -499 | -3.5% | -$3.87万 | 减仓 |
| VO | VANGUARD INDEX FDS | $109.00万 | 0.49% | 3,796 | -49 | -1.3% | -$1.41万 | 减仓 |