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Fortitude Family Office, LLC

分散型投资策略

申报总市值

US$4.5亿

申报季度: 2026-03-31 · 持股只数: 1890

Fortitude Family Office, LLC在最新一期 13F 报告中披露了 1890 项持股，申报期为 2026-03-31，总持股市值约为 US$4.5亿，季度换手率为 28.1%。

机构性格雪花图

集中度
11.98
持仓稳定性
28.12
动能／逆势
58.06
行业集中度
64.02
多样化
100
仓位均衡度
25.55

近期动向

  • 减仓 KNX

    -75.0%　-US$936.4万

  • 减仓 AAPL

    -21.8%　-US$504.5万

  • 减仓 QQQ

    -48.9%　-US$310.8万

  • 加仓 VBIL

    +18.9%　US$411.5万

  • 加仓 DFIP

    +17.7%　US$323.2万

  • 减仓 JPM

    -63.4%　-US$199.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 1884 大持股（共 1890 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
1IVVIshares Core S&p 500 ETFETF-大型股与成长8.12%+0.05%+9.89%
2AVTMAvantis Total Equity ETFETF-其他7.46%+7.46%NEW
3VBILVanguard 0-3m T-bill ETFETF-其他5.68%+0.72%+18.94%
4IDEVIshares Core Msci Dev MktsETF-其他5.20%+0.36%+10.34%
5DFIPDimensional Inflation-protecETF-其他4.70%+0.56%+17.68%
6DBMFImgp Dbi Managed Futures StrETF-其他3.34%+0.41%+10.69%
7AAPLApple INC股票-科技3.04%-1.30%-21.83%
8VEAVanguard Ftse Developed ETFETF-其他2.99%—-1.20%
9VOVanguard Mid-cap ETFETF-其他2.97%+0.15%+10.82%
10VOOVanguard S&p 500 ETFETF-大型股与成长2.61%-0.24%-0.06%
11AVLVAvantis US Large Cap ValueETF-大型股与成长2.36%+0.27%+10.35%
12DFEMDimensional Emrg Mrkt CoreETF-其他2.34%+0.25%+11.96%
13IEMGIshares Core Msci EmergingETF-新兴市场2.25%+0.16%+8.39%
14BKLNInvesco Senior Loan ETFETF-其他1.92%—+7.86%
15AVDVAvantis Intl S/c Value ETFETF-其他1.70%+0.18%+9.55%
16IJHIshares Core S&p Midcap ETFETF-其他1.54%—-0.17%
17AVEMAvantis Emerging Markets EqETF-新兴市场1.42%—-0.21%
18EMXCIshares Msci Emr Mrk Ex ChnaETF-其他1.39%+0.15%+7.83%
19IJRIshares Core S&p Small-cap EETF-中小型股1.38%+0.10%+8.38%
20IYWIshares Ustechnology ETFETF-科技型1.31%-0.19%-0.26%
21JAAAJanus Henderson Aaa Clo ETFETF-其他1.20%+0.36%+49.25%
22CVXChevron CORP股票-能源1.18%—-30.79%
23UTIUniversal Technical Institut股票-其他1.14%+0.28%—
24IDVIshares International SelectETF-其他1.13%——
25IEFAIshares Core Msci Eafe ETFETF-其他1.08%——
26DFATDimensional US Target ValueETF-其他1.06%+0.11%+10.43%
27FNDXSchwab Fndmntl US Lrg Co ETFETF-其他0.98%—-0.08%
28VWOVanguard Ftse Emerging MarkeETF-新兴市场0.93%—-0.20%
29LLYEli Lilly & Co股票-医疗保健0.90%-0.23%-2.57%
30KNXKnight-swift Transportation股票-工业0.80%-2.21%-74.97%
31NVDANvidia CORP股票-科技0.69%-0.20%-12.97%
32QQQInvesco Qqq Trust Series 1ETF-科技型0.64%-0.75%-48.87%
33SPYMSte Str Spdr Pt S&p 500 ETFETF-大型股与成长0.64%—-0.70%
34FLBLFranklin Senior Loan ETFETF-其他0.62%—-6.85%
35TIPIshares Tips Bond ETFETF-其他0.59%-0.15%-16.36%
36GOOGLAlphabet Inc-cl A股票-通信服务0.58%-0.22%-18.41%
37JPSTJpmorgan Ultra-short IncomeETF-其他0.54%+0.13%+36.54%
38VBVanguard Small-cap ETFETF-其他0.52%—-0.08%
39MSFTMicrosoft CORP股票-科技0.52%-0.30%-13.28%
40AVUVAvantis US Small Cap ValueETF-中小型股0.52%—-1.28%
41VOEVanguard Mid-cap Value ETFETF-其他0.51%——
42ETEnergy Transfer LP股票-能源0.50%+0.11%+13.17%
43IVEIshares S&p 500 Value ETFETF-大型股与成长0.49%—-0.95%
44VBRVanguard Small-cap Value ETFETF-其他0.49%——
45VONVVanguard Russell 1000 ValueETF-其他0.48%——
46SPSMSs Spdr P S&p 600 Small CapETF-中小型股0.48%—-1.58%
47AVXCAvantis Emg Mkt Ex China ETFETF-新兴市场0.46%—-0.31%
48DISVDimensional International SmETF-其他0.44%——
49XMMOInvesco S&p Midcap MomentumETF-其他0.40%——
50SPYSs Spdr S&p 500 ETF Trust-usETF-大型股与成长0.39%——
1–50 of 1,884

本季持股变动

Fortitude Family Office, LLC 在 2026-03-31 最显著的持仓异动： 新建仓: Avantis Total Equity ETF (AVTM); 新建仓: Fidelity Wise Origin Bitcoin (FBTC); 减仓: Knight-swift Transportation (KNX) — 股数 -74.97%; 减仓: Apple INC (AAPL) — 股数 -21.83%; 减仓: Invesco Qqq Trust Series 1 (QQQ) — 股数 -48.87%.

Fortitude Family Office, LLC 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1VBILVanguard 0-3m T-bill ETF+0.7%+18.94%加仓
2DFIPDimensional Inflation-protec+0.6%+17.68%加仓
3DBMFImgp Dbi Managed Futures Str+0.4%+10.69%加仓
4IDEVIshares Core Msci Dev Mkts+0.4%+10.34%加仓
5JAAAJanus Henderson Aaa Clo ETF+0.4%+49.25%加仓
6UTIUniversal Technical Institut+0.3%—不变
7AVLVAvantis US Large Cap Value+0.3%+10.35%加仓
8DFEMDimensional Emrg Mrkt Core+0.3%+11.96%加仓
9AVDVAvantis Intl S/c Value ETF+0.2%+9.55%加仓
10STIPIshares 0-5 Year Tips Bond E+0.2%+1249.57%加仓
11IEMGIshares Core Msci Emerging+0.2%+8.39%加仓
12VOVanguard Mid-cap ETF+0.2%+10.82%加仓
13EMXCIshares Msci Emr Mrk Ex Chna+0.2%+7.83%加仓
14JPSTJpmorgan Ultra-short Income+0.1%+36.54%加仓
15DFATDimensional US Target Value+0.1%+10.43%加仓
16ETEnergy Transfer LP+0.1%+13.17%加仓
17IJRIshares Core S&p Small-cap E+0.1%+8.38%加仓
18IVVIshares Core S&p 500 ETF+0.1%+9.89%加仓
19WFCWells Fargo & Co-0.1%-75.26%减仓
20SILASila Realty Trust INC-0.1%-99.89%减仓
21IOOIshares Global 100 ETF-0.1%-50.00%减仓
22MUMicron Technology INC-0.1%-41.49%减仓
23AVGOBroadcom INC-0.1%-31.97%减仓
24CRMSalesforce INC-0.1%-93.48%减仓
25DIASs Spdr Dow Jones Indus Avg-0.2%-78.91%减仓
26TIPIshares Tips Bond ETF-0.2%-16.36%减仓
27IBITIshares Bitcoin Trust ETF-0.2%-96.64%减仓
28GOOGAlphabet Inc-cl C-0.2%-18.46%减仓
29TMOThermo Fisher Scientific INC-0.2%-90.55%减仓
30BLKBlackrock INC-0.2%-83.20%减仓
31BKNGBooking Holdings INC-0.2%-95.65%减仓
32IWYIshares Russell Top 200 Grow-0.2%-50.00%减仓
33HDHome Depot INC-0.2%-43.60%减仓
34IYWIshares Ustechnology ETF-0.2%-0.26%减仓
35BACBank Of America CORP-0.2%-70.07%减仓
36NVDANvidia CORP-0.2%-12.97%减仓
37DHIDr Horton INC-0.2%-72.08%减仓
38GOOGLAlphabet Inc-cl A-0.2%-18.41%减仓
39LLYEli Lilly & Co-0.2%-2.57%减仓
40VOOVanguard S&p 500 ETF-0.2%-0.06%减仓
41GSGoldman Sachs Group INC-0.3%-74.56%减仓
42LRGEClearbridge Large Cap Growth-0.3%-50.00%减仓
43MSFTMicrosoft CORP-0.3%-13.28%减仓
44KKRKkr & Co INC-0.4%-30.95%减仓
45JPMJpmorgan Chase & Co-0.5%-63.43%减仓
46QQQInvesco Qqq Trust Series 1-0.8%-48.87%减仓
47AAPLApple INC-1.3%-21.83%减仓
48KNXKnight-swift Transportation-2.2%-74.97%减仓
49AVTMAvantis Total Equity ETF—NEW新建仓
50FBTCFidelity Wise Origin Bitcoin—NEW新建仓

FAQ

Fortitude Family Office, LLC 是什么机构？属于哪种投资人类型？
Fortitude Family Office, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.5亿，分布在 1890 个已申报仓位之中。
Fortitude Family Office, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Fortitude Family Office, LLC 按市值排列的前几大持股为： 1. Ishares Core S&p 500 ETF (IVV) — US$3635.1万 (8.1%) 2. Avantis Total Equity ETF (AVTM) — US$3340.2万 (7.5%) 3. Vanguard 0-3m T-bill ETF (VBIL) — US$2545.1万 (5.7%) 4. Ishares Core Msci Dev Mkts (IDEV) — US$2326.6万 (5.2%) 5. Dimensional Inflation-protec (DFIP) — US$2103.8万 (4.7%)
Fortitude Family Office, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Fortitude Family Office, LLC 共进行了 49 项显著调整：新建仓 2 个仓位、加仓 17 个既有持股、减仓 30 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Avantis Total Equity ETF (AVTM); 新建仓: Fidelity Wise Origin Bitcoin (FBTC); 减仓: Knight-swift Transportation (KNX) — 股数 -74.97%; 减仓: Apple INC (AAPL) — 股数 -21.83%; 减仓: Invesco Qqq Trust Series 1 (QQQ) — 股数 -48.87%
Fortitude Family Office, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Fortitude Family Office, LLC 的主要板块分布如下： • Information Technology: 38.9% • Health Care: 13.0% • Communication Services: 11.8% • Financials: 11.7% • Energy: 10.2% • Consumer Discretionary: 7.2%