Fortitude Family Office, LLC
SCOTTSDALE AZ · SEC CIK 0001950506
$4.48亿2026Q1 申报市值
1,886持仓数
46.1%前十大占比 · 第一大 8.1%
145 / 183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
AVTM 新建仓+$3,340.19万
VBIL 加仓+$405.24万
IVV 加仓+$327.06万
DFIP 加仓+$316.12万
IDEV 加仓+$217.95万
2026Q1 卖出最多 按季末市值估算
KNX 减仓-$1,067.44万
AAPL 减仓-$380.43万
QQQ 减仓-$274.63万
CVX 减仓-$235.20万
JPM 减仓-$173.70万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES CORE S&P 500 ETF | $3,635.11万 | 8.12% | 55,650 | 5,007 | 9.9% | $327.06万 | 加仓 |
| AVTM | AVANTIS TOTAL EQUITY MARKETS ETF | $3,340.19万 | 7.46% | 710,489 | 710,489 | — | $3,340.19万 | 新建仓 |
| VBIL | VANGUARD 0-3 MONTH TREASURY BILL ETF | $2,545.07万 | 5.68% | 336,427 | 53,568 | 18.9% | $405.24万 | 加仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $2,326.58万 | 5.20% | 278,399 | 26,080 | 10.3% | $217.95万 | 加仓 |
| DFIP | DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF | $2,103.80万 | 4.70% | 504,266 | 75,772 | 17.7% | $316.12万 | 加仓 |
| DBMF | IMGP DBI MANAGED FUTURES STRATEGY ETF | $1,497.36万 | 3.34% | 496,637 | 47,981 | 10.7% | $144.66万 | 加仓 |
| AAPL | APPLE INC COM | $1,362.17万 | 3.04% | 53,673 | -14,990 | -21.8% | -$380.43万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $1,340.62万 | 2.99% | 209,210 | -2,535 | -1.2% | -$16.24万 | 减仓 |
| VO | VANGUARD MID-CAP ETF | $1,328.95万 | 2.97% | 46,276 | 4,517 | 10.8% | $129.72万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $1,167.63万 | 2.61% | 19,540 | -11 | -0.1% | -$6,573 | 减仓 |
| AVLV | AVANTIS U.S. LARGE CAP VALUE ETF | $1,056.16万 | 2.36% | 131,021 | 12,284 | 10.3% | $99.02万 | 加仓 |
| DFEM | DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | $1,049.23万 | 2.34% | 303,686 | 32,429 | 12.0% | $112.04万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $1,008.42万 | 2.25% | 144,577 | 11,188 | 8.4% | $78.04万 | 加仓 |
| BKLN | INVESCO SENIOR LOAN ETF | $860.87万 | 1.92% | 421,787 | 30,750 | 7.9% | $62.76万 | 加仓 |
| AVDV | AVANTIS INTERNATIONAL SMALL CAP VALUE ETF | $759.03万 | 1.70% | 76,009 | 6,628 | 9.6% | $66.19万 | 加仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $689.35万 | 1.54% | 102,081 | -173 | -0.2% | -$1.17万 | 减仓 |
| AVEM | AVANTIS EMERGING MARKETS EQUITY ETF | $634.60万 | 1.42% | 78,754 | -165 | -0.2% | -$1.33万 | 减仓 |
| EMXC | ISHARES MSCI EMERGING MARKETS EX CHINA ETF | $620.43万 | 1.39% | 78,875 | 5,729 | 7.8% | $45.06万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $617.49万 | 1.38% | 49,673 | 3,840 | 8.4% | $47.74万 | 加仓 |
| IYW | ISHARES U.S. TECHNOLOGY ETF | $584.44万 | 1.31% | 32,215 | -83 | -0.3% | -$1.51万 | 减仓 |
| JAAA | JANUS HENDERSON AAA CLO ETF | $537.12万 | 1.20% | 106,635 | 35,190 | 49.3% | $177.25万 | 加仓 |
| CVX | CHEVRON CORPORATION COM | $528.65万 | 1.18% | 25,551 | -11,368 | -30.8% | -$235.20万 | 减仓 |
| UTI | UNIVERSAL TECHNICAL INST INC COM | $508.38万 | 1.14% | 140,825 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES INTERNATIONAL SELECT DIVIDEND ETF | $507.53万 | 1.13% | 119,250 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $484.79万 | 1.08% | 53,550 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL U.S. TARGETED VALUE ETF | $474.96万 | 1.06% | 76,054 | 7,186 | 10.4% | $44.88万 | 加仓 |
| FNDX | SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF | $440.19万 | 0.98% | 158,058 | -129 | -0.1% | -$3,593 | 减仓 |
| VWO | VANGUARD FTSE EMERGING MARKETS ETF | $415.83万 | 0.93% | 76,934 | -155 | -0.2% | -$8,378 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $356.40万 | 0.80% | 61,897 | -185,386 | -75.0% | -$1,067.44万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $310.33万 | 0.69% | 17,794 | -2,653 | -13.0% | -$46.27万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $287.38万 | 0.64% | 4,979 | -4,758 | -48.9% | -$274.63万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $285.94万 | 0.64% | 37,358 | -262 | -0.7% | -$2.01万 | 减仓 |
| FLBL | FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND | $277.42万 | 0.62% | 120,619 | -8,864 | -6.8% | -$20.39万 | 减仓 |
| LLY | ELI LILLY & CO COM | $275.38万 | 0.62% | 2,994 | -116 | -3.7% | -$10.67万 | 减仓 |
| TIP | ISHARES TIPS BOND ETF | $265.58万 | 0.59% | 24,065 | -4,706 | -16.4% | -$51.94万 | 减仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $257.57万 | 0.58% | 8,957 | -2,021 | -18.4% | -$58.12万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $241.88万 | 0.54% | 47,793 | 12,790 | 36.5% | $64.73万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $234.86万 | 0.52% | 8,967 | -7 | -0.1% | -$1,833 | 减仓 |
| MSFT | MICROSOFT CORP COM | $234.12万 | 0.52% | 6,325 | -969 | -13.3% | -$35.87万 | 减仓 |
| AVUV | AVANTIS U.S. SMALL CAP VALUE ETF | $232.27万 | 0.52% | 21,026 | -273 | -1.3% | -$3.02万 | 减仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $226.66万 | 0.51% | 12,300 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P COM UT LTD PTN | $222.74万 | 0.50% | 115,408 | 13,428 | 13.2% | $25.92万 | 加仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $217.48万 | 0.49% | 10,300 | -99 | -1.0% | -$2.09万 | 减仓 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $217.25万 | 0.49% | 10,000 | 0 | 0.0% | — | 不变 |
| VONV | VANGUARD RUSSELL 1000 VALUE ETF | $216.54万 | 0.48% | 23,100 | 0 | 0.0% | — | 不变 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $215.78万 | 0.48% | 44,656 | -719 | -1.6% | -$3.47万 | 减仓 |
| AVXC | AVANTIS EMERGING MARKETS EX-CHINA EQUITY ETF | $208.03万 | 0.46% | 30,760 | -97 | -0.3% | -$6,560 | 减仓 |
| DISV | DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF | $197.13万 | 0.44% | 49,983 | 0 | 0.0% | — | 不变 |
| XMMO | INVESCO S&P MIDCAP MOMENTUM ETF | $178.37万 | 0.40% | 12,300 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC CAP STK CL C | $171.80万 | 0.38% | 5,989 | -1,356 | -18.5% | -$38.90万 | 减仓 |
| AMZN | AMAZON COM INC COM | $163.60万 | 0.37% | 7,855 | -972 | -11.0% | -$20.24万 | 减仓 |
| KKR | KKR & CO INC COM | $163.45万 | 0.37% | 17,670 | -7,919 | -30.9% | -$73.25万 | 减仓 |
| SPEM | STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF | $163.00万 | 0.36% | 34,747 | -117 | -0.3% | -$5,488 | 减仓 |
| T | AT&T INC COM | $139.50万 | 0.31% | 48,122 | -1,137 | -2.3% | -$3.30万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $137.53万 | 0.31% | 1,380 | -743 | -35.0% | -$74.05万 | 减仓 |
| IVOV | VANGUARD S&P MID-CAP 400 VALUE ETF | $134.17万 | 0.30% | 13,160 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO COM 看跌期权 | $128.77万 | 0.29% | 1,400 | 0 | 0.0% | — | 不变 |
| IWO | ISHARES RUSSELL 2000 GROWTH ETF | $125.37万 | 0.28% | 3,995 | 0 | 0.0% | — | 不变 |
| SPY | STATE STREET SPDR S&P 500 ETF 看涨期权 | $123.56万 | 0.28% | 1,900 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $122.77万 | 0.27% | 2,562 | 194 | 8.2% | $9.30万 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $120.14万 | 0.27% | 3,556 | -2,522 | -41.5% | -$85.20万 | 减仓 |
| IJK | ISHARES S&P MID-CAP 400 GROWTH ETF | $116.11万 | 0.26% | 11,539 | -76 | -0.7% | -$7,647 | 减仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $113.25万 | 0.25% | 5,300 | 0 | 0.0% | — | 不变 |
| LRGE | CLEARBRIDGE LARGE CAP GROWTH SELECT ETF | $102.27万 | 0.23% | 13,600 | -13,600 | -50.0% | -$102.27万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $100.16万 | 0.22% | 3,405 | -5,905 | -63.4% | -$173.70万 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $94.01万 | 0.21% | 2,930 | 2 | 0.1% | $642 | 加仓 |
| ABBV | ABBVIE INC COM | $92.45万 | 0.21% | 4,251 | -1,257 | -22.8% | -$27.34万 | 减仓 |
| HD | HOME DEPOT INC COM | $91.40万 | 0.20% | 2,779 | -2,148 | -43.6% | -$70.65万 | 减仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $88.10万 | 0.20% | 6,088 | -33 | -0.5% | -$4,775 | 减仓 |
| EFA | ISHARES MSCI EAFE ETF | $85.84万 | 0.19% | 8,838 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC CL A | $85.02万 | 0.19% | 1,486 | -233 | -13.6% | -$13.33万 | 减仓 |
| FNDC | SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF | $84.55万 | 0.19% | 18,238 | -125 | -0.7% | -$5,795 | 减仓 |
| V | VISA INC COM CL A | $84.17万 | 0.19% | 2,785 | -32 | -1.1% | -$9,672 | 减仓 |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $81.94万 | 0.18% | 7,922 | 7,335 | 1,249.6% | $75.87万 | 加仓 |
| AVGO | BROADCOM INC COM | $80.88万 | 0.18% | 2,613 | -1,228 | -32.0% | -$38.01万 | 减仓 |
| DFLV | DIMENSIONAL US LARGE CAP VALUE ETF | $80.39万 | 0.18% | 22,512 | 0 | 0.0% | — | 不变 |
| SPMD | STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF | $78.15万 | 0.17% | 13,197 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES RUSSELL 2000 ETF | $70.90万 | 0.16% | 2,859 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO RAFI US 1000 ETF | $68.23万 | 0.15% | 14,356 | 0 | 0.0% | — | 不变 |
| IWY | ISHARES RUSSELL TOP 200 GROWTH ETF | $64.95万 | 0.15% | 2,610 | -2,610 | -50.0% | -$64.95万 | 减仓 |
| PFF | ISHARES PREFERRED & INCOME SECURITIES ETF | $59.65万 | 0.13% | 19,674 | -440 | -2.2% | -$1.33万 | 减仓 |
| IAU | ISHARES GOLD TRUST | $55.60万 | 0.12% | 6,307 | 1,004 | 18.9% | $8.85万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $54.84万 | 0.12% | 1,098 | 17 | 1.6% | $8,491 | 加仓 |
| RTX | RTX CORPORATION COM | $51.74万 | 0.12% | 2,682 | -296 | -9.9% | -$5.71万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $50.99万 | 0.11% | 8,638 | 8,638 | — | $50.99万 | 新建仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $49.69万 | 0.11% | 764 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC COM | $49.55万 | 0.11% | 1,333 | 120 | 9.9% | $4.46万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $48.01万 | 0.11% | 1,964 | 58 | 3.0% | $1.42万 | 加仓 |
| IOO | ISHARES GLOBAL 100 ETF | $47.18万 | 0.11% | 3,900 | -3,900 | -50.0% | -$47.18万 | 减仓 |
| MCD | MCDONALDS CORP COM | $46.18万 | 0.10% | 1,486 | -64 | -4.1% | -$1.99万 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $46.04万 | 0.10% | 3,155 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP COM | $45.43万 | 0.10% | 2,678 | -1,123 | -29.5% | -$19.05万 | 减仓 |
| C | CITIGROUP INC COM NEW | $43.65万 | 0.10% | 3,849 | 42 | 1.1% | $4,763 | 加仓 |
| IWS | ISHARES RUSSELL MID-CAP VALUE ETF | $43.14万 | 0.10% | 2,960 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $42.63万 | 0.10% | 2,221 | -27 | -1.2% | -$5,182 | 减仓 |
| CAT | CATERPILLAR INC COM | $41.94万 | 0.09% | 592 | 207 | 53.8% | $14.67万 | 加仓 |
| AMGN | AMGEN INC COM | $41.45万 | 0.09% | 1,178 | -1,429 | -54.8% | -$50.28万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $41.28万 | 0.09% | 968 | 0 | 0.0% | — | 不变 |
| — | PROSHARES S&P 500 EX-FINANCIALS ETF | $41.10万 | 0.09% | 5,800 | -5,800 | -50.0% | -$41.10万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $36.64万 | 0.08% | 433 | -1,269 | -74.6% | -$107.37万 | 减仓 |