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Fortis Capital Management LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fortis Capital Management LLC
报告期 2026-03-31 · CIK 0001802167
持仓数
211
前50大市值合计
$843.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q4
21Q3
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 109 项
建仓 14
增持 54
减持 31
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$17.2M
289,122
+3%
建仓
IGIB
ISHARES TR
+$12.3M
243,830
清仓
IGV
ISHARES TR
-$7.5M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$3.1M
0
-100%
减持
PFF
ISHARES TR
-$2.8M
86,072
-51%
增持
AMZN
AMAZON COM INC
+$2.6M
64,328
+15%
增持
SCHX
SCHWAB STRATEGIC TR
+$2.2M
397,167
+3%
增持
IGSB
ISHARES TR
+$1.7M
207,237
+21%
增持
GOOG
ALPHABET INC
+$1.1M
51,177
+5%
建仓
MA
MASTERCARD INCORPORATED
+$1.1M
2,811
清仓
CRM
SALESFORCE INC
-$1.1M
0
-100%
建仓
—
AON PLC
+$1.1M
3,079
建仓
NOW
SERVICENOW INC
+$1.0M
1,868
清仓
FISV
FISERV INC
-$1.0M
0
-100%
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$985.9K
1,032
清仓
NKE
NIKE INC
-$955.2K
0
-100%
增持
IVV
ISHARES TR
+$880.5K
5,118
+50%
减持
NVDA
NVIDIA CORPORATION
+$855.8K
6,151
-2%
增持
VBR
VANGUARD INDEX FDS
+$816.9K
39,478
+10%
清仓
LAD
LITHIA MTRS INC
-$768.6K
0
-100%
增持
SCHP
SCHWAB STRATEGIC TR
+$744.1K
93,163
+21%
增持
SCHM
SCHWAB STRATEGIC TR
+$661.3K
99,021
+5%
减持
VOO
VANGUARD INDEX FDS
-$659.2K
4,169
-33%
增持
META
META PLATFORMS INC
+$641.5K
8,063
+2%
建仓
MUB
ISHARES TR
+$604.4K
5,663
减持
PFFD
GLOBAL X FDS
-$594.3K
193,253
-12%
增持
DFSV
DIMENSIONAL ETF TRUST
+$568.1K
52,350
+68%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$548.6K
19,410
-27%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$546.4K
0
-100%
增持
AVUV
AMERICAN CENTY ETF TR
+$529.7K
21,483
+40%
增持
NFLX
NETFLIX INC
+$452.7K
4,608
+1%
减持
SCHE
SCHWAB STRATEGIC TR
-$446.7K
123,126
-13%
增持
QQQ
INVESCO QQQ TR
+$432.3K
5,083
+13%
减持
VV
VANGUARD INDEX FDS
-$406.9K
4,473
-36%
增持
VO
VANGUARD INDEX FDS
+$390.8K
4,851
+51%
建仓
SCZ
ISHARES TR
+$387.2K
6,566
增持
CORP
PIMCO ETF TR
+$370.2K
38,647
+13%
增持
DUHP
DIMENSIONAL ETF TRUST
+$363.5K
22,999
+134%
增持
SCHF
SCHWAB STRATEGIC TR
+$354.6K
94,880
+9%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$349.8K
2,576
+9%
建仓
—
ISHARES TR
+$326.9K
13,407
减持
DOCS
DOXIMITY INC
+$299.8K
233,013
-1%
增持
QUAL
ISHARES TR
+$293.8K
24,042
+1%
增持
SUSB
ISHARES TR
+$292.1K
65,396
+24%
增持
CHTR
CHARTER COMMUNICATIONS INC N
+$281.2K
2,909
+32%
增持
TSLA
TESLA INC
+$274.0K
4,923
+1%
增持
VB
VANGUARD INDEX FDS
+$272.5K
2,954
+78%
建仓
COWZ
PACER FDS TR
+$268.0K
5,599
清仓
BND
VANGUARD BD INDEX FDS
-$251.5K
0
-100%
减持
SPYX
SPDR SER TR
-$245.8K
65,928
-17%
建仓
MDB
MONGODB INC
+$242.9K
591
增持
VLUE
ISHARES TR
+$236.4K
8,470
+41%
增持
DFIS
DIMENSIONAL ETF TRUST
+$222.6K
20,986
+88%
增持
SPGI
S&P GLOBAL INC
+$216.3K
2,743
+7%
建仓
SCHD
SCHWAB STRATEGIC TR
+$215.8K
2,971
增持
—
ISHARES TR
+$214.9K
20,805
+68%
减持
ABBV
ABBVIE INC
-$204.6K
7,510
-2%
增持
—
ISHARES TR
+$202.2K
29,688
+38%
建仓
IHDG
WISDOMTREE TR
+$201.9K
5,026
建仓
IBDR
ISHARES TR
+$200.6K
8,545
增持
AMD
ADVANCED MICRO DEVICES INC
+$186.0K
10,982
+1%
减持
AVGO
BROADCOM INC
+$178.5K
1,583
-15%
增持
AVLV
AMERICAN CENTY ETF TR
+$177.5K
7,368
+75%
增持
MCO
MOODYS CORP
+$159.0K
3,167
+3%
减持
AAPL
APPLE INC
+$158.7K
13,504
-10%
增持
GLD
SPDR GOLD TR
+$158.5K
27,900
+6%
增持
COST
COSTCO WHSL CORP NEW
+$157.2K
2,410
+5%
减持
NVR
NVR INC
+$154.2K
205
-0%
增持
AVES
AMERICAN CENTY ETF TR
+$151.3K
8,913
+60%
增持
—
ISHARES TR
+$142.9K
29,185
+29%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$136.4K
8,810
+60%
增持
MSCI
MSCI INC
-$134.3K
2,046
+5%
增持
HD
HOME DEPOT INC
+$134.0K
3,384
+9%
减持
LZ
LEGALZOOM COM INC
-$131.2K
28,961
-44%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$128.0K
3,628
+1%
增持
ODFL
OLD DOMINION FREIGHT LINE IN
+$123.5K
3,309
+3%
减持
GDX
VANECK ETF TRUST
-$113.1K
12,510
-17%
减持
LQD
ISHARES TR
-$109.2K
3,784
-20%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$95.5K
16,429
-11%
增持
DPZ
DOMINOS PIZZA INC
+$89.7K
2,747
+8%
建仓
KYN
KAYNE ANDERSON ENERGY INFRST
+$88.6K
10,879
清仓
HRTG
HERITAGE INSURANCE HLDGS INC
-$83.2K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$80.0K
2,468
+5%
减持
MDXG
MIMEDX GROUP INC
+$72.3K
29,000
-17%
增持
—
CANO HEALTH INC
+$69.1K
95,784
+36%
减持
XJH
ISHARES TR
-$53.1K
16,299
-13%
减持
EFAX
SPDR INDEX SHS FDS
-$48.3K
8,440
-15%
减持
SHOP
SHOPIFY INC
+$46.0K
3,931
-9%
增持
DHR
DANAHER CORPORATION
+$45.0K
3,766
+11%
清仓
ABEV
AMBEV SA
-$42.3K
0
-100%
减持
IEMG
ISHARES INC
-$37.0K
6,823
-11%
减持
VTIP
VANGUARD MALVERN FDS
-$36.3K
7,538
-8%
减持
SCHA
SCHWAB STRATEGIC TR
-$35.1K
77,060
-5%
减持
ESGE
ISHARES INC
-$32.8K
9,901
-10%
减持
V
VISA INC
+$31.6K
4,774
-2%
增持
ADSK
AUTODESK INC
+$27.4K
4,492
+5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$27.1K
4,873
-13%
增持
DFIV
DIMENSIONAL ETF TRUST
+$26.9K
12,976
+5%
增持
AMGN
AMGEN INC
-$26.8K
1,538
+1%
减持
ESML
ISHARES TR
-$24.7K
10,976
-10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$24.3K
1,693
+8%
增持
IJH
ISHARES TR
+$19.4K
922
+4%
增持
O
REALTY INCOME CORP
-$18.2K
5,580
+0%
增持
ET
ENERGY TRANSFER L P
+$12.2K
23,156
+2%
减持
DFAT
DIMENSIONAL ETF TRUST
+$6.8K
14,685
-3%
减持
MSI
MOTOROLA SOLUTIONS INC
-$1.7K
4,334
-3%
增持
VTEB
VANGUARD MUN BD FDS
-$1.0K
6,234
+1%
增持
BA
BOEING CO
-$269
7,237
+1%
减持
VUG
VANGUARD INDEX FDS
-$242
725
-12%
