Fortitude Advisory Group L.L.C.
GIG HARBOR WA · SEC CIK 0001928999
$2.62亿2026Q2 申报市值
238持仓数
40.3%前十大占比 · 第一大 10.2%
25 / 14新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PULS 加仓+$508.89万
BRK/B 加仓+$151.47万
GOOGL 加仓+$75.87万
CBRS 新建仓+$70.45万
SPHQ 加仓+$47.21万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$528.43万
BRK/A 清仓-$143.63万
AEHR 减仓-$137.85万
TSLA 减仓-$88.70万
NRG 清仓-$87.29万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| MMU | WESTERN ASSET MANAGED MUNS F | $33.09万 | 0.13% | 31,754 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $33.13万 | 0.13% | 1,392 | -72 | -4.9% | -$1.71万 | 减仓 |
| TTE | TOTALENERGIES SE | $33.86万 | 0.13% | 4,354 | 0 | 0.0% | — | 不变 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $34.10万 | 0.13% | 23,585 | 689 | 3.0% | $9,963 | 加仓 |
| — | RBB FD INC | $34.41万 | 0.13% | 9,521 | 424 | 4.7% | $1.53万 | 加仓 |
| XEVVX | EATON VANCE LIMITED DURATION | $34.44万 | 0.13% | 36,756 | 1,932 | 5.5% | $1.81万 | 加仓 |
| VLO | VALERO ENERGY CORP | $34.53万 | 0.13% | 1,326 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $34.64万 | 0.13% | 1,826 | -232 | -11.3% | -$4.40万 | 减仓 |
| WELL | WELLTOWER INC | $34.82万 | 0.13% | 1,534 | 0 | 0.0% | — | 不变 |
| VGIT | VANGUARD SCOTTSDALE FDS | $35.03万 | 0.13% | 5,939 | 1,604 | 37.0% | $9.46万 | 加仓 |
| MRK | MERCK & CO INC | $35.05万 | 0.13% | 2,728 | -76 | -2.7% | -$9,765 | 减仓 |
| MO | ALTRIA GROUP INC | $35.49万 | 0.14% | 4,933 | -570 | -10.4% | -$4.10万 | 减仓 |
| EZU | ISHARES INC | $35.59万 | 0.14% | 5,121 | 640 | 14.3% | $4.45万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $35.86万 | 0.14% | 6,162 | 6,162 | — | $35.86万 | 新建仓 |
| — | INVESCO VALUE MUN INCOME TR | $36.31万 | 0.14% | 28,520 | 1,920 | 7.2% | $2.44万 | 加仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $36.36万 | 0.14% | 25,658 | 3,040 | 13.4% | $4.31万 | 加仓 |
| — | CALAMOS ETF TR | $36.64万 | 0.14% | 13,683 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $36.78万 | 0.14% | 722 | -27 | -3.6% | -$1.38万 | 减仓 |
| MRAM | EVERSPIN TECHNOLOGIES INC | $37.60万 | 0.14% | 15,551 | 4,261 | 37.7% | $10.30万 | 加仓 |
| DT | DYNATRACE INC | $37.98万 | 0.15% | 8,650 | 8,650 | — | $37.98万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $38.69万 | 0.15% | 973 | -8 | -0.8% | -$3,181 | 减仓 |
| USMV | ISHARES TR | $38.90万 | 0.15% | 4,033 | 691 | 20.7% | $6.67万 | 加仓 |
| HD | HOME DEPOT INC | $39.03万 | 0.15% | 1,107 | -123 | -10.0% | -$4.34万 | 减仓 |
| SHV | ISHARES TR | $39.13万 | 0.15% | 3,546 | -53 | -1.5% | -$5,849 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.16万 | 0.15% | 942 | -99 | -9.5% | -$4.12万 | 减仓 |
| — | CALAMOS ETF TR | $39.26万 | 0.15% | 15,189 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $39.50万 | 0.15% | 4,779 | 1,912 | 66.7% | $15.80万 | 加仓 |
| NUV | NUVEEN MUN VALUE FD INC | $39.99万 | 0.15% | 43,368 | 0 | 0.0% | — | 不变 |
| VMBS | VANGUARD SCOTTSDALE FDS | $41.24万 | 0.16% | 8,811 | 8,811 | — | $41.24万 | 新建仓 |
| KO | COCA COLA CO | $41.66万 | 0.16% | 5,126 | 1 | 0.0% | $81 | 加仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $42.17万 | 0.16% | 54,980 | 9,199 | 20.1% | $7.06万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $42.30万 | 0.16% | 7,087 | 1,476 | 26.3% | $8.81万 | 加仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $43.14万 | 0.16% | 35,591 | 1,621 | 4.8% | $1.96万 | 加仓 |
| LIN | LINDE PLC | $44.16万 | 0.17% | 851 | 50 | 6.2% | $2.59万 | 加仓 |
| — | EXXON MOBIL CORP | $44.33万 | 0.17% | 3,242 | 526 | 19.4% | $7.19万 | 加仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $45.54万 | 0.17% | 31,826 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $45.57万 | 0.17% | 1,258 | -18 | -1.4% | -$6,520 | 减仓 |
| FIDU | FIDELITY COVINGTON TRUST | $47.21万 | 0.18% | 4,740 | 599 | 14.5% | $5.97万 | 加仓 |
| MTUM | ISHARES TR | $47.65万 | 0.18% | 1,390 | 389 | 38.9% | $13.33万 | 加仓 |
| NBB | NUVEEN TAXABLE MUNICPAL INM | $47.77万 | 0.18% | 30,274 | 306 | 1.0% | $4,829 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $48.80万 | 0.19% | 1,431 | 87 | 6.5% | $2.97万 | 加仓 |
| IGF | ISHARES TR | $49.22万 | 0.19% | 7,390 | 3,042 | 70.0% | $20.26万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $49.28万 | 0.19% | 3,013 | 693 | 29.9% | $11.34万 | 加仓 |
| BA | BOEING CO | $50.81万 | 0.19% | 2,347 | -955 | -28.9% | -$20.67万 | 减仓 |
| DE | DEERE & CO | $51.57万 | 0.20% | 813 | 20 | 2.5% | $1.27万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $51.74万 | 0.20% | 1,032 | 43 | 4.3% | $2.16万 | 加仓 |
| TJX | TJX COS INC NEW | $51.84万 | 0.20% | 3,422 | -1,105 | -24.4% | -$16.74万 | 减仓 |
| IEMG | ISHARES INC | $53.61万 | 0.20% | 6,471 | 1,252 | 24.0% | $10.37万 | 加仓 |
| ETN | EATON CORP PLC | $54.12万 | 0.21% | 1,270 | -37 | -2.8% | -$1.58万 | 减仓 |
| — | MFS INTER INCOME TR | $54.32万 | 0.21% | 219,928 | -7,883 | -3.5% | -$1.95万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $54.59万 | 0.21% | 1,063 | -25 | -2.3% | -$1.28万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $54.94万 | 0.21% | 1,110 | -37 | -3.2% | -$1.83万 | 减仓 |
| ET | ENERGY TRANSFER L P | $55.96万 | 0.21% | 29,269 | 2,263 | 8.4% | $4.33万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $58.14万 | 0.22% | 4,549 | 4 | 0.1% | $511 | 加仓 |
| V | VISA INC | $58.71万 | 0.22% | 1,711 | -40 | -2.3% | -$1.37万 | 减仓 |
| SBUX | STARBUCKS CORP | $59.73万 | 0.23% | 5,845 | -273 | -4.5% | -$2.79万 | 减仓 |
| GLD | SPDR GOLD TR | $60.30万 | 0.23% | 1,637 | -22 | -1.3% | -$8,104 | 减仓 |
| HPQ | HP INC | $60.47万 | 0.23% | 27,562 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $60.75万 | 0.23% | 4,244 | 175 | 4.3% | $2.51万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $60.85万 | 0.23% | 13,377 | -190 | -1.4% | -$8,643 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $61.14万 | 0.23% | 16,921 | 2 | 0.0% | $72 | 加仓 |
| MQY | BLACKROCK MUNIYILD QULT FD I | $62.27万 | 0.24% | 53,680 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $63.47万 | 0.24% | 3,929 | 25 | 0.6% | $4,039 | 加仓 |
| QCOM | QUALCOMM INC | $63.55万 | 0.24% | 3,439 | -679 | -16.5% | -$12.55万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $63.80万 | 0.24% | 4,037 | -47 | -1.2% | -$7,427 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $64.57万 | 0.25% | 9,554 | 5,172 | 118.0% | $34.95万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $64.94万 | 0.25% | 20,479 | 6,130 | 42.7% | $19.44万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $68.38万 | 0.26% | 53,924 | 788 | 1.5% | $9,992 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $68.85万 | 0.26% | 18,730 | 492 | 2.7% | $1.81万 | 加仓 |
| VB | VANGUARD INDEX FDS | $70.40万 | 0.27% | 2,323 | 289 | 14.2% | $8.76万 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC | $70.45万 | 0.27% | 3,188 | 3,188 | — | $70.45万 | 新建仓 |
| MMT | ABERDEEN MULTI-MARKET INCOME | $71.93万 | 0.27% | 163,481 | 74,568 | 83.9% | $32.81万 | 加仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $74.87万 | 0.29% | 16,593 | -16,002 | -49.1% | -$72.20万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $75.90万 | 0.29% | 25,156 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $76.09万 | 0.29% | 8,252 | 4,142 | 100.8% | $38.19万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $76.32万 | 0.29% | 8,471 | 5,240 | 162.2% | $47.21万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $76.35万 | 0.29% | 5,280 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $76.80万 | 0.29% | 2,055 | -2 | -0.1% | -$747 | 减仓 |
| AGNC | AGNC INVT CORP | $77.48万 | 0.30% | 71,081 | -16,919 | -19.2% | -$18.44万 | 减仓 |
| CVX | CHEVRON CORPORATION | $78.40万 | 0.30% | 4,730 | 217 | 4.8% | $3.60万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $78.99万 | 0.30% | 5,387 | 184 | 3.5% | $2.70万 | 加仓 |
| VGT | VANGUARD WORLD FD | $81.62万 | 0.31% | 6,829 | 685 | 11.1% | $8.19万 | 加仓 |
| BAC | BANK OF AMER CORP | $81.93万 | 0.31% | 14,379 | -561 | -3.8% | -$3.20万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $82.67万 | 0.32% | 3,255 | 240 | 8.0% | $6.10万 | 加仓 |
| ALMU | AELUMA INC | $82.95万 | 0.32% | 37,567 | 2,132 | 6.0% | $4.71万 | 加仓 |
| AGG | ISHARES TR | $84.79万 | 0.32% | 8,566 | 107 | 1.3% | $1.06万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $85.22万 | 0.33% | 24,481 | -50 | -0.2% | -$1,741 | 减仓 |
| SGOV | ISHARES TR | $85.30万 | 0.33% | 8,473 | -2,384 | -22.0% | -$24.00万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $86.70万 | 0.33% | 10,054 | -10,011 | -49.9% | -$86.32万 | 减仓 |
| IJR | ISHARES TR | $90.90万 | 0.35% | 6,129 | 1,526 | 33.2% | $22.63万 | 加仓 |
| CAT | CATERPILLAR INC | $91.40万 | 0.35% | 858 | -60 | -6.5% | -$6.39万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $91.57万 | 0.35% | 10,630 | 634 | 6.3% | $5.46万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $92.74万 | 0.35% | 13,015 | 5,285 | 68.4% | $37.66万 | 加仓 |
| IJH | ISHARES TR | $95.19万 | 0.36% | 12,345 | 3,314 | 36.7% | $25.55万 | 加仓 |
| IEFA | ISHARES TR | $96.25万 | 0.37% | 9,965 | 3,028 | 43.6% | $29.25万 | 加仓 |
| BE | BLOOM ENERGY CORP | $99.59万 | 0.38% | 3,290 | 45 | 1.4% | $1.36万 | 加仓 |
| SLB | SLB LIMITED | $101.75万 | 0.39% | 21,886 | 4,653 | 27.0% | $21.63万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $103.05万 | 0.39% | 14,037 | 2,562 | 22.3% | $18.81万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $107.14万 | 0.41% | 31,661 | 419 | 1.3% | $1.42万 | 加仓 |
| GLW | CORNING INC | $107.74万 | 0.41% | 4,218 | 182 | 4.5% | $4.65万 | 加仓 |