Fortress Financial Solutions, LLC 13F 持仓 · 2026年Q1
Fortress Financial Solutions 在 2026年Q1（报告期截至 2026-03-31）的 SEC 13F 申报中报告了 56 只证券，申报市值合计 9,570.76 万美元。前几大持仓：QQQ（11.38%）、VCIT（9.01%）、IVV（8.62%）。本季前 25 大持仓中：新建仓 1 只、增持 11 只、减持 13 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR | $10.9M | 11.38% | 18,865 | 减持 |
| 2 | VCIT | VANGUARD SCOTTSDALE FDS | $8.6M | 9.01% | 104,195 | 增持 |
| 3 | IVV | ISHARES TR | $8.3M | 8.62% | 12,633 | 增持 |
| 4 | PFF | ISHARES TR | $5.9M | 6.12% | 193,089 | 增持 |
| 5 | IJH | ISHARES TR | $4.8M | 5.05% | 71,582 | 减持 |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | $4.5M | 4.72% | 56,992 | 增持 |
| 7 | AAPL | APPLE INC | $4.3M | 4.46% | 16,827 | 减持 |
| 8 | ITOT | ISHARES TR | $3.6M | 3.77% | 25,356 | 减持 |
| 9 | JEPI | J P MORGAN EXCHANGE TRADED F | $3.3M | 3.49% | 58,987 | 增持 |
| 10 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.3M | 3.40% | 58,572 | 增持 |
| 11 | IJR | ISHARES TR | $2.8M | 2.91% | 22,390 | 减持 |
| 12 | MGC | VANGUARD WORLD FD | $2.5M | 2.66% | 10,787 | 增持 |
| 13 | NVDA | NVIDIA CORPORATION | $2.0M | 2.13% | 11,665 | 减持 |
| 14 | VCRB | VANGUARD MALVERN FDS | $1.8M | 1.85% | 22,864 | 增持 |
| 15 | FIX | COMFORT SYS USA INC | $1.7M | 1.75% | 1,216 | 减持 |
| 16 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.6M | 1.63% | 4,614 | 减持 |
| 17 | VCLT | VANGUARD SCOTTSDALE FDS | $1.5M | 1.58% | 20,293 | 增持 |
| 18 | GLD | SPDR GOLD TR | $1.3M | 1.39% | 3,099 | 减持 |
| 19 | AVGO | BROADCOM INC | $1.1M | 1.17% | 3,606 | 减持 |
| 20 | PCY | INVESCO EXCH TRADED FD TR II | $1.1M | 1.17% | 53,706 | 增持 |
| 21 | ESGV | VANGUARD WORLD FD | $1.1M | 1.13% | 9,614 | 增持 |
| 22 | AMZN | AMAZON COM INC | $1.1M | 1.12% | 5,147 | 减持 |
| 23 | COST | COSTCO WHOLESALE CORPORATION | $1.0M | 1.07% | 1,028 | 减持 |
| 24 | AMLP | ALPS ETF TR | $979,403 | 1.02% | 18,606 | 新建仓 |
| 25 | TSLA | TESLA INC | $961,346 | 1.00% | 2,586 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-03-31
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR