13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001950506
申报总市值
US$5.2亿
US$5.2亿
1145 檔
19.9%
Fortitude Family Office, LLC 在 Q1 2025 季度的美股仓位总计估值为 US$5.2亿，分散于 1145 个持仓标的之中，反映其市场参与广度与投资规模。
在 Q1 2025，Fortitude Family Office, LLC 展现出较为审慎的避险与获利了结姿态。本季共减仓 25 个仓位并完全清仓 3 档持股，调降曝光的仓位数量高于加仓动作。
在资产配置集中度方面，Fortitude Family Office, LLC 的前 5 大核心持股（包含 IVV, USFR, IDEV 等）合计占整体申报市值的 19.9%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 1145 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 11.36% | +0.88% | +17.59% | |
| 2 | USFR | Wisdomtree Floating Rate Tre | ETF-其他 | 8.42% | — | +601.05% | |
| 3 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 7.16% | +0.09% | +25.79% | |
| 4 | AAPL | Apple Inc | 股票-科技 | 5.49% | -0.04% | -55.08% | |
| 5 | VO | Vanguard Mid-cap ETF | ETF-其他 | 4.21% | +0.23% | +22.09% | |
| 6 | KNX | Knight-swift Transportation | 股票-工业 | 3.83% | -0.32% | — | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-其他 | 3.26% | +0.04% | +31.12% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-大型股与成长 | 3.01% | +0.08% | +28.96% | |
| 9 | DBMF | Imgp Dbi Managed Futures Str | ETF-其他 | 2.80% | -0.06% | +32.31% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-新兴市场 | 2.51% | +0.21% | +27.68% | |
| 11 | DFIP | Dimensional Inflation-protec | ETF-其他 | 2.19% | -0.35% | +39.22% | |
| 12 | AVDV | Avantis Intl S/c Value ETF | ETF-其他 | 2.10% | -0.11% | +30.47% | |
| 13 | IJR | Ishares Core S&p Small-cap E | ETF-中小型股 | 1.97% | +0.13% | +20.36% | |
| 14 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 1.68% | +0.29% | +26.56% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.62% | +0.07% | -0.13% | |
| 16 | DFAT | Dimensional US Target Value | ETF-其他 | 1.47% | -0.07% | +22.55% | |
| 17 | TIP | Ishares Tips Bond ETF | ETF-其他 | 1.42% | -0.14% | -11.48% | |
| 18 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.23% | +0.13% | +13.10% | |
| 19 | IJH | Ishares Core S&p Midcap ETF | ETF-其他 | 1.06% | -0.03% | +37.01% | |
| 20 | KKR | Kkr & Co Inc | 股票-金融 | 1.05% | -0.05% | — | |
| 21 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 1.05% | -0.11% | -3.94% | |
| 22 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.95% | -0.16% | -2.59% | |
| 23 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.91% | +0.01% | -13.45% | |
| 24 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 0.89% | -0.06% | -15.75% | |
| 25 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.84% | -0.07% | -0.76% | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 0.83% | -0.10% | -27.08% | |
| 27 | HD | Home Depot Inc | 股票-周期性消费 | 0.77% | -0.03% | -24.11% | |
| 28 | VOO | Vanguard S&p 500 ETF | ETF-大型股与成长 | 0.77% | -0.02% | +476.67% | |
| 29 | LRGE | Clearbridge Large Cap Growth | ETF-大型股与成长 | 0.68% | — | — | |
| 30 | AMZN | Amazon.com Inc | 股票-周期性消费 | 0.62% | — | -31.00% | |
| 31 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.57% | — | -26.12% | |
| 32 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.50% | -0.03% | +29.37% | |
| 33 | XMMO | Invesco S&p Midcap Momentum | ETF-其他 | 0.50% | +0.01% | — | |
| 34 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 0.49% | +0.06% | -3.37% | |
| 35 | T | At&t Inc | 股票-通信服务 | 0.48% | -0.12% | -17.46% | |
| 36 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 0.44% | — | +0.07% | |
| 37 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.43% | +0.06% | -6.25% | |
| 38 | IWY | Ishares Russell Top 200 Grow | ETF-其他 | 0.39% | — | — | |
| 39 | NVDA | Nvidia CORP | 股票-科技 | 0.39% | -0.07% | -12.72% | |
| 40 | GS | Goldman Sachs Group Inc | 股票-金融 | 0.38% | +0.01% | — | |
| 41 | DHI | Dr Horton Inc | 股票-周期性消费 | 0.37% | +0.01% | -0.45% | |
| 42 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-大型股与成长 | 0.34% | -0.02% | +0.05% | |
| 43 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.30% | — | +0.69% | |
| 44 | BAC | Bank Of America CORP | 股票-金融 | 0.29% | +0.01% | -14.22% | |
| 45 | AMGN | Amgen Inc | 股票-医疗保健 | 0.29% | -0.01% | -2.40% | |
| 46 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.29% | -0.03% | -38.51% | |
| 47 | FNDX | Schwab Fndmntl US Lrg Co ETF | ETF-其他 | 0.28% | -0.04% | +3805.02% | |
| 48 | BLK | Blackrock Inc | 股票-金融 | 0.28% | — | -1.90% | |
| 49 | IJT | Ishares S&p Small-cap 600 Gr | ETF-其他 | 0.27% | +0.01% | — | |
| 50 | IOO | Ishares Global 100 ETF | ETF-其他 | 0.27% | -0.01% | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | USFR | Wisdomtree Floating Rate Tre | +7.2% | +601.05% | 加仓 |
| 2 | IDEV | Ishares Core Msci Dev Mkts | +1.8% | +25.79% | 加仓 |
| 3 | IVV | Ishares Core S&p 500 ETF | +1.2% | +17.59% | 加仓 |
| 4 | DFEM | Dimensional Emrg Mrkt Core | +0.8% | +31.12% | 加仓 |
| 5 | VO | Vanguard Mid-cap ETF | +0.7% | +22.09% | 加仓 |
| 6 | DFIP | Dimensional Inflation-protec | +0.7% | +39.22% | 加仓 |
| 7 | VOO | Vanguard S&p 500 ETF | +0.6% | +476.67% | 加仓 |
| 8 | AVLV | Avantis US Large Cap Value | +0.6% | +28.96% | 加仓 |
| 9 | DBMF | Imgp Dbi Managed Futures Str | +0.6% | +32.31% | 加仓 |
| 10 | IEMG | Ishares Core Msci Emerging | +0.6% | +27.68% | 加仓 |
| 11 | AVDV | Avantis Intl S/c Value ETF | +0.6% | +30.47% | 加仓 |
| 12 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.3% | +26.56% | 加仓 |
| 13 | FNDX | Schwab Fndmntl US Lrg Co ETF | +0.3% | +3805.02% | 加仓 |
| 14 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +37.01% | 加仓 |
| 15 | LLY | Eli Lilly & Co | +0.2% | +13.10% | 加仓 |
| 16 | DFAT | Dimensional US Target Value | +0.2% | +22.55% | 加仓 |
| 17 | IJR | Ishares Core S&p Small-cap E | +0.2% | +20.36% | 加仓 |
| 18 | AVUV | Avantis US Small Cap Value | +0.1% | +3777.00% | 加仓 |
| 19 | JMST | JPM Ultra-short Muni Income | +0.1% | NEW | 新建仓 |
| 20 | VB | Vanguard Small-cap ETF | +0.1% | +29.37% | 加仓 |
| 21 | XNIEX | Virtus Equity & Convertible | -0.1% | EXIT | 清仓 |
| 22 | CAT | Caterpillar Inc | -0.1% | -44.78% | 减仓 |
| 23 | DE | Deere & Co | -0.1% | -55.94% | 减仓 |
| 24 | V | Visa Inc-class A Shares | -0.1% | -37.11% | 减仓 |
| 25 | TSLA | Tesla Inc | -0.1% | -49.66% | 减仓 |
| 26 | ABBV | Abbvie Inc | -0.1% | -26.12% | 减仓 |
| 27 | AVGO | Broadcom Inc | -0.1% | -1.93% | 减仓 |
| 28 | TIP | Ishares Tips Bond ETF | -0.1% | -11.48% | 减仓 |
| 29 | JPM | Jpmorgan Chase & Co | -0.1% | -13.45% | 减仓 |
| 30 | COST | Costco Wholesale CORP | -0.1% | -15.75% | 减仓 |
| 31 | GOOGL | Alphabet Inc-cl A | -0.1% | -3.37% | 减仓 |
| 32 | CVX | Chevron CORP | -0.1% | -60.53% | 减仓 |
| 33 | GOOG | Alphabet Inc-cl C | -0.1% | -6.25% | 减仓 |
| 34 | QQQ | Invesco Qqq Trust Series 1 | -0.2% | -0.13% | 减仓 |
| 35 | WMT | Walmart Inc | -0.2% | -55.52% | 减仓 |
| 36 | MCD | Mcdonald's CORP | -0.2% | -38.51% | 减仓 |
| 37 | NVDA | Nvidia CORP | -0.2% | -12.72% | 减仓 |
| 38 | PG | Procter & Gamble Co/the | -0.2% | -51.02% | 减仓 |
| 39 | JNJ | Johnson & Johnson | -0.2% | -51.53% | 减仓 |
| 40 | IRM | Iron Mountain Inc | -0.2% | -46.99% | 减仓 |
| 41 | IBM | Intl Business Machines CORP | -0.2% | -51.27% | 减仓 |
| 42 | AOK | Ishares Core 30/70 Conservat | -0.2% | EXIT | 清仓 |
| 43 | ENZL | Ishares Msci New Zealand ETF | -0.2% | EXIT | 清仓 |
| 44 | BX | Blackstone Inc | -0.2% | -80.05% | 减仓 |
| 45 | KKR | Kkr & Co Inc | -0.3% | — | 不变 |
| 46 | HD | Home Depot Inc | -0.3% | -24.11% | 减仓 |
| 47 | AMZN | Amazon.com Inc | -0.4% | -31.00% | 减仓 |
| 48 | MSFT | Microsoft CORP | -0.5% | -27.08% | 减仓 |
| 49 | KNX | Knight-swift Transportation | -0.9% | — | 不变 |
| 50 | AAPL | Apple Inc | -8.3% | -55.08% | 减仓 |
根据 SEC 官方 Form 13F 申报备案，Fortitude Family Office, LLC 在 Q1 2025 季度的美股持仓总市值约为 US$5.2亿，共申报了 1145 个公开持股仓位。
在 Q1 2025 季度，Fortitude Family Office, LLC 按市值排列的前三大核心持股分别为：IVV (11.4%)、USFR (8.4%)、IDEV (7.2%)。其中最大持股仓位 IVV 占据整体投资组合约 11.4% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
JMST
市值: US$31.5万
本季最大获利了结 / 清仓标的
ENZL
前期市值: US$67.9万
在 Q1 2025 季度中，Fortitude Family Office, LLC 共进行了 48 项持仓异动，包含新建仓 1 个仓位、加仓 19 个仓位、减仓 25 个仓位以及清仓 3 个仓位。 其中最大新建仓标的为 JMST。 本季清仓仓位包含 ENZL。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。