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 |
|---|---|---|---|---|---|---|---|---|
| NBB | NUVEEN TAXABLE MUNICPAL INM | $46.93万 | 0.21% | 29,968 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $46.75万 | 0.21% | 1,307 | -94 | -6.7% | -$3.36万 | 减仓 |
| ALMU | AELUMA INC | $46.38万 | 0.21% | 35,435 | 35,435 | — | $46.38万 | 新建仓 |
| — | EXXON MOBIL CORP | $46.07万 | 0.21% | 2,716 | -24 | -0.9% | -$4,071 | 减仓 |
| NXP | NUVEEN SELECT TAX-FREE INCOM | $45.67万 | 0.21% | 31,826 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $45.27万 | 0.20% | 749 | -24 | -3.1% | -$1.45万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $45.22万 | 0.20% | 981 | 26 | 2.7% | $1.20万 | 加仓 |
| AMGN | AMGEN INC | $44.91万 | 0.20% | 1,276 | -15 | -1.2% | -$5,279 | 减仓 |
| DE | DEERE & CO | $44.67万 | 0.20% | 793 | -237 | -23.0% | -$13.35万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $44.02万 | 0.20% | 14,349 | 14,349 | — | $44.02万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $43.97万 | 0.20% | 3,245 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $43.76万 | 0.20% | 3,904 | 1,218 | 45.3% | $13.65万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $41.15万 | 0.19% | 1,147 | -60 | -5.0% | -$2.15万 | 减仓 |
| MMT | MFS MULTIMARKET INCOME TR | $41.08万 | 0.18% | 88,913 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $40.77万 | 0.18% | 2,004 | 2 | 0.1% | $407 | 加仓 |
| HD | HOME DEPOT INC | $40.46万 | 0.18% | 1,230 | 277 | 29.1% | $9.11万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $40.04万 | 0.18% | 2,320 | 369 | 18.9% | $6.37万 | 加仓 |
| SHV | ISHARES TR | $39.73万 | 0.18% | 3,599 | 226 | 6.7% | $2.49万 | 加仓 |
| LIN | LINDE PLC | $39.71万 | 0.18% | 801 | -6 | -0.7% | -$2,975 | 减仓 |
| RTX | RTX CORPORATION | $39.70万 | 0.18% | 2,058 | -121 | -5.6% | -$2.33万 | 减仓 |
| TTE | TOTALENERGIES SE | $39.61万 | 0.18% | 4,354 | -10 | -0.2% | -$910 | 减仓 |
| NAD | NUVEEN QUALITY MUNCP INCOME | $39.07万 | 0.18% | 33,970 | 0 | 0.0% | — | 不变 |
| NUV | NUVEEN MUN VALUE FD INC | $38.99万 | 0.18% | 43,368 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $38.98万 | 0.18% | 5,125 | -100 | -1.9% | -$7,605 | 减仓 |
| — | CALAMOS ETF TR | $38.38万 | 0.17% | 15,189 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $37.93万 | 0.17% | 4,110 | 4,110 | — | $37.93万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $37.45万 | 0.17% | 3,990 | -402 | -9.2% | -$3.77万 | 减仓 |
| IEMG | ISHARES INC | $36.40万 | 0.16% | 5,219 | 259 | 5.2% | $1.81万 | 加仓 |
| MO | ALTRIA GROUP INC | $36.32万 | 0.16% | 5,503 | 33 | 0.6% | $2,178 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $35.83万 | 0.16% | 4,141 | 894 | 27.5% | $7.74万 | 加仓 |
| — | CALAMOS ETF TR | $35.67万 | 0.16% | 13,683 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC | $34.85万 | 0.16% | 472 | -20 | -4.1% | -$1.48万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $34.84万 | 0.16% | 6,941 | -120 | -1.7% | -$6,024 | 减仓 |
| — | MFS CHARTER INCOME TR | $34.67万 | 0.16% | 57,217 | 0 | 0.0% | — | 不变 |
| JFR | NUVEEN FLOATING RATE INCOME | $34.43万 | 0.15% | 45,781 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $33.89万 | 0.15% | 497 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $33.73万 | 0.15% | 2,804 | -699 | -20.0% | -$8.41万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $33.27万 | 0.15% | 9,922 | -162 | -1.6% | -$5,432 | 减仓 |
| — | GUGGENHEIM TAXABLE MUNICP BO | $33.20万 | 0.15% | 22,896 | 0 | 0.0% | — | 不变 |
| XEVVX | EATON VANCE LIMITED DURATION | $32.91万 | 0.15% | 34,824 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $32.87万 | 0.15% | 3,406 | 56 | 1.7% | $5,405 | 加仓 |
| VLO | VALERO ENERGY CORP | $32.76万 | 0.15% | 1,326 | 0 | 0.0% | — | 不变 |
| MMU | WESTERN ASSET MANAGED MUNS F | $32.64万 | 0.15% | 31,754 | 0 | 0.0% | — | 不变 |
| — | INVESCO VALUE MUN INCOME TR | $32.35万 | 0.15% | 26,600 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $31.00万 | 0.14% | 3,342 | 3,342 | — | $31.00万 | 新建仓 |
| FLOT | ISHARES TR | $30.73万 | 0.14% | 6,032 | 16 | 0.3% | $815 | 加仓 |
| BKT | BLACKROCK INCOME TR INC | $30.52万 | 0.14% | 28,870 | 0 | 0.0% | — | 不变 |
| XNEAX | NUVEEN AMT FREE QLTY MUN INC | $30.42万 | 0.14% | 27,087 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $30.33万 | 0.14% | 1,534 | -10 | -0.6% | -$1,977 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $30.33万 | 0.14% | 5,611 | 625 | 12.5% | $3.38万 | 加仓 |
| MTB | M & T BK CORP | $30.26万 | 0.14% | 1,464 | 55 | 3.9% | $1.14万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $29.79万 | 0.13% | 257 | 257 | — | $29.79万 | 新建仓 |
| IGF | ISHARES TR | $29.13万 | 0.13% | 4,348 | 4,348 | — | $29.13万 | 新建仓 |
| — | RBB FD INC | $29.11万 | 0.13% | 9,097 | 160 | 1.8% | $5,120 | 加仓 |
| VDC | VANGUARD WORLD FD | $28.98万 | 0.13% | 1,290 | 0 | 0.0% | — | 不变 |
| FTHY | FIRST TR HIGH YIELD OPPRT 20 | $28.87万 | 0.13% | 21,341 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $28.55万 | 0.13% | 10,169 | -937 | -8.4% | -$2.63万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $28.18万 | 0.13% | 1,041 | -15 | -1.4% | -$4,060 | 减仓 |
| — | NUVEEN MUN INCOME FD INC | $28.13万 | 0.13% | 26,920 | 0 | 0.0% | — | 不变 |
| EZU | ISHARES INC | $28.07万 | 0.13% | 4,481 | 4,481 | — | $28.07万 | 新建仓 |
| — | NUVEEN MULTI ASSET INCOME FU | $28.05万 | 0.13% | 22,618 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $28.01万 | 0.13% | 4,382 | 4,382 | — | $28.01万 | 新建仓 |
| MUA | BLACKROCK MUNIASSETS FD INC | $27.76万 | 0.12% | 26,163 | 7,974 | 43.8% | $8.46万 | 加仓 |
| — | EATON VANCE TAX MNGED BUY WR | $27.75万 | 0.12% | 19,241 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $27.03万 | 0.12% | 2,062 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $26.80万 | 0.12% | 2,885 | -49 | -1.7% | -$4,551 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $26.63万 | 0.12% | 1,363 | -170 | -11.1% | -$3.32万 | 减仓 |
| DNN | DENISON MINES CORP | $26.48万 | 0.12% | 75,000 | 0 | 0.0% | — | 不变 |
| NWN | NORTHWEST NAT HLDG CO | $26.29万 | 0.12% | 4,940 | -92 | -1.8% | -$4,897 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $25.82万 | 0.12% | 4,335 | 4,335 | — | $25.82万 | 新建仓 |
| PAXS | PIMCO ACCESS INCOME FUND | $25.68万 | 0.12% | 17,818 | 0 | 0.0% | — | 不变 |
| EVLN | MORGAN STANLEY ETF TRUST | $25.61万 | 0.12% | 5,316 | 240 | 4.7% | $1.16万 | 加仓 |
| QQQI | NEOS ETF TRUST | $25.28万 | 0.11% | 5,087 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $24.94万 | 0.11% | 2,269 | 93 | 4.3% | $1.02万 | 加仓 |
| SHEL | SHELL PLC | $24.76万 | 0.11% | 2,662 | 2,662 | — | $24.76万 | 新建仓 |
| DIS | DISNEY WALT CO | $24.69万 | 0.11% | 2,562 | 73 | 2.9% | $7,036 | 加仓 |
| — | MFS GOVT MKTS INCOME TR | $24.68万 | 0.11% | 83,929 | 0 | 0.0% | — | 不变 |
| VNLA | JANUS DETROIT STR TR | $24.43万 | 0.11% | 5,000 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $24.30万 | 0.11% | 3,231 | 3,231 | — | $24.30万 | 新建仓 |
| MTUM | ISHARES TR | $24.02万 | 0.11% | 1,001 | 1,001 | — | $24.02万 | 新建仓 |
| HYG | ISHARES TR | $23.88万 | 0.11% | 3,001 | -847 | -22.0% | -$6.74万 | 减仓 |
| XYL | XYLEM INC | $23.84万 | 0.11% | 1,995 | 0 | 0.0% | — | 不变 |
| VCIT | VANGUARD SCOTTSDALE FDS | $23.72万 | 0.11% | 2,867 | 394 | 15.9% | $3.26万 | 加仓 |
| PFFA | ETFIS SER TR I | $23.67万 | 0.11% | 11,627 | -185 | -1.6% | -$3,767 | 减仓 |
| NVG | NUVEEN AMT FREE MUN CR INC F | $23.53万 | 0.11% | 19,083 | 0 | 0.0% | — | 不变 |
| USD | PROSHARES TR | $23.33万 | 0.10% | 4,866 | 4,866 | — | $23.33万 | 新建仓 |
| DSM | BNY MELLON STRATEGIC MUN BD | $23.30万 | 0.10% | 38,762 | 0 | 0.0% | — | 不变 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $23.16万 | 0.10% | 30,719 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $23.05万 | 0.10% | 1,654 | -510 | -23.6% | -$7.11万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $22.84万 | 0.10% | 1,744 | 12 | 0.7% | $1,571 | 加仓 |
| ICF | ISHARES TR | $22.45万 | 0.10% | 3,627 | 0 | 0.0% | — | 不变 |
| GOVT | ISHARES TR | $22.36万 | 0.10% | 9,758 | 129 | 1.3% | $2,955 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $22.00万 | 0.10% | 4,192 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $21.60万 | 0.10% | 1,038 | 45 | 4.5% | $9,364 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $21.55万 | 0.10% | 1,344 | 48 | 3.7% | $7,695 | 加仓 |
| IVW | ISHARES TR | $21.47万 | 0.10% | 1,898 | 0 | 0.0% | — | 不变 |
| — | EATON VANCE SR FLTNG RTE TR | $20.95万 | 0.09% | 19,879 | 0 | 0.0% | — | 不变 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $20.40万 | 0.09% | 4,093 | 4,093 | — | $20.40万 | 新建仓 |
| SIVR | ABRDN SILVER ETF TRUST | $20.37万 | 0.09% | 2,845 | -312 | -9.9% | -$2.23万 | 减仓 |
| — | INVESCO QUALITY MUN INCOME T | $20.07万 | 0.09% | 20,861 | 0 | 0.0% | — | 不变 |