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Fortis Group Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fortis Group Advisors, LLC
报告期 2026-03-31 · CIK 0001815183
持仓数
664
前50大市值合计
$368.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 130 项
建仓 19
增持 49
减持 49
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
EWJ
ISHARES INC
+$10.5M
170,304
建仓
MGK
VANGUARD WORLD FD
+$10.1M
43,131
减持
BIL
SPDR SER TR
-$9.5M
817,717
-11%
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。
建仓
EWY
ISHARES INC
+$7.8M
122,693
建仓
INDA
ISHARES TR
+$6.6M
150,470
增持
QQQ
INVESCO QQQ TR
+$5.8M
17,749
+640%
增持
SPY
SPDR S&P 500 ETF TR
+$5.6M
15,032
+506%
建仓
DIA
SPDR DOW JONES INDL AVERAGE
+$5.6M
16,276
建仓
XLC
SELECT SECTOR SPDR TR
+$5.4M
82,904
清仓
IGSB
ISHARES TR
-$5.3M
0
-100%
减持
BTAL
AGF INVTS TR
-$4.4M
270,658
-40%
增持
SLV
ISHARES SILVER TR
+$4.4M
287,401
+301%
增持
IWM
ISHARES TR
+$4.3M
25,592
+910%
减持
EDV
VANGUARD WORLD FD
-$4.2M
11,774
-80%
建仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$4.0M
64,102
减持
XLV
SELECT SECTOR SPDR TR
-$3.0M
8,324
-73%
减持
SPTL
SPDR SER TR
-$2.8M
181,671
-32%
减持
XLU
SELECT SECTOR SPDR TR
-$2.6M
16,790
-69%
减持
GLD
SPDR GOLD TR
-$2.6M
165,070
-5%
增持
ED
CONSOLIDATED EDISON INC
+$2.3M
53,758
+110%
增持
CHD
CHURCH & DWIGHT CO INC
+$2.3M
47,692
+87%
减持
UUP
INVESCO DB US DLR INDEX TR
-$2.3M
256,951
-25%
建仓
—
SPOTIFY TECHNOLOGY S A
+$2.2M
13,769
增持
HSY
HERSHEY CO
+$2.0M
24,364
+63%
清仓
MNSO
MINISO GROUP HLDG LTD
-$1.9M
0
-100%
清仓
MZTI
LANCASTER COLONY CORP
-$1.8M
0
-100%
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$1.6M
14,345
-42%
建仓
—
ACCENTURE PLC IRELAND
+$1.5M
4,833
建仓
DDOG
DATADOG INC
+$1.4M
14,621
减持
AAPL
APPLE INC
+$1.3M
54,812
-0%
清仓
ITA
ISHARES TR
-$1.3M
0
-100%
增持
MSFT
MICROSOFT CORP
+$1.2M
6,627
+96%
增持
COST
COSTCO WHSL CORP NEW
+$1.2M
2,893
+296%
建仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$1.2M
43,814
减持
IAU
ISHARES GOLD TR
-$1.2M
86,222
-24%
建仓
SCJ
ISHARES INC
+$1.1M
16,497
清仓
NGG
NATIONAL GRID PLC
-$1.1M
0
-100%
建仓
ITB
ISHARES TR
+$1.1M
12,623
清仓
—
LINDE PLC
-$1.1M
0
-100%
建仓
SPHB
INVESCO EXCH TRADED FD TR II
+$1.1M
13,851
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$1.1M
39,287
-31%
建仓
QUAL
ISHARES TR
+$1.0M
7,696
增持
AMZN
AMAZON COM INC
+$1.0M
12,913
+106%
清仓
XHS
SPDR SER TR
-$948.2K
0
-100%
增持
TMUS
T-MOBILE US INC
+$943.8K
9,473
+266%
减持
NKE
NIKE INC
-$931.2K
14,913
-27%
增持
HCA
HCA HEALTHCARE INC
+$846.2K
22,484
+8%
建仓
UPWK
UPWORK INC
+$775.8K
83,062
建仓
AI
C3 AI INC
+$744.4K
20,435
增持
SGOV
ISHARES TR
+$673.7K
168,044
+4%
减持
—
ACTIVISION BLIZZARD INC
-$597.0K
51,479
-19%
减持
IEP
ICAHN ENTERPRISES LP
-$428.6K
10,434
-28%
减持
GDX
VANECK ETF TRUST
-$382.3K
47,806
-12%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$340.9K
4,196
减持
SHY
ISHARES TR
-$268.7K
34,675
-7%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$268.2K
0
-100%
清仓
KWEB
KRANESHARES TR
-$264.6K
0
-100%
增持
V
VISA INC
+$260.5K
24,832
+3%
清仓
SIVR
ABRDN SILVER ETF TRUST
-$245.8K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$237.1K
1,605
+1%
清仓
UDN
INVESCO DB US DLR INDEX TR
-$228.0K
0
-100%
增持
—
EXXON MOBIL CORP
-$221.9K
20,095
+0%
增持
META
META PLATFORMS INC
+$216.8K
2,658
+17%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$212.4K
4,311
-26%
清仓
XLE
SELECT SECTOR SPDR TR
-$207.8K
0
-100%
增持
TSLA
TESLA INC
+$205.5K
1,991
+4%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$204.9K
0
-100%
建仓
—
LIBERTY MEDIA CORP DEL
+$203.9K
2,709
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$191.7K
75,224
-4%
增持
XLP
SELECT SECTOR SPDR TR
+$181.9K
29,502
+14%
减持
ULST
SSGA ACTIVE ETF TR
-$165.7K
15,646
-21%
增持
SHV
ISHARES TR
+$161.5K
97,105
+2%
增持
WMT
WALMART INC
+$156.6K
2,893
+47%
增持
VUG
VANGUARD INDEX FDS
+$150.0K
3,292
+6%
减持
MCK
MCKESSON CORP
+$149.8K
2,554
-1%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$130.2K
6,545
+12%
减持
IVV
ISHARES TR
+$118.3K
4,924
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$117.1K
19,695
+24%
增持
—
UNITED STS NAT GAS FD LP
+$106.8K
48,884
+34%
增持
UNH
UNITEDHEALTH GROUP INC
-$105.5K
9,498
+0%
增持
GOOGL
ALPHABET INC
+$100.0K
5,825
+5%
增持
IEF
ISHARES TR
-$94.9K
99,477
+2%
增持
USFR
WISDOMTREE TR
+$91.2K
194,011
+1%
减持
CHWY
CHEWY INC
+$86.5K
10,429
-1%
增持
IYW
ISHARES TR
+$85.1K
5,361
+0%
增持
JNJ
JOHNSON & JOHNSON
+$81.5K
1,978
+32%
减持
LQD
ISHARES TR
-$72.3K
17,476
-2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$69.9K
2,767
+1%
减持
IVOL
KRANESHARES TR
-$68.4K
16,741
-7%
减持
FNV
FRANCO NEV CORP
-$64.4K
5,861
-1%
减持
T
AT&T INC
-$52.6K
30,328
-0%
增持
CVX
CHEVRON CORP NEW
-$47.1K
4,218
+0%
减持
XEL
XCEL ENERGY INC
-$44.8K
3,588
-6%
减持
TLT
ISHARES TR
-$44.5K
9,199
-1%
增持
LVHI
LEGG MASON ETF INVT
+$43.8K
18,330
+12%
减持
ET
ENERGY TRANSFER L P
-$42.4K
37,896
-7%
减持
DVY
ISHARES TR
-$42.2K
5,429
-3%
增持
DVN
DEVON ENERGY CORP NEW
-$42.1K
11,254
+3%
增持
MCD
MCDONALDS CORP
+$41.9K
1,067
+14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$40.0K
4,669
+1%
增持
—
CAPRI HOLDINGS LIMITED
-$36.9K
8,178
+3%
减持
IEI
ISHARES TR
-$35.8K
7,075
-2%
减持
ROK
ROCKWELL AUTOMATION INC
+$34.1K
756
-0%
减持
AMT
AMERICAN TOWER CORP NEW
-$34.0K
1,121
-9%
增持
JPM
JPMORGAN CHASE & CO
+$24.5K
3,346
+0%
增持
PG
PROCTER AND GAMBLE CO
-$23.4K
6,971
+1%
减持
BLDE
BLADE AIR MOBILITY INC
+$23.1K
17,700
-1%
减持
STKL
SUNOPTA INC
-$22.6K
12,198
-0%
减持
HD
HOME DEPOT INC
-$22.5K
8,193
-4%
减持
KO
COCA COLA CO
-$21.8K
5,036
-1%
减持
TJX
TJX COS INC NEW
+$20.7K
3,518
-0%
增持
SPYV
SPDR SER TR
+$19.8K
10,535
+0%
减持
MUB
ISHARES TR
-$17.9K
2,469
-6%
减持
LGLV
SPDR SER TR
-$15.0K
7,792
-2%
增持
TRV
TRAVELERS COMPANIES INC
-$13.2K
2,051
+1%
减持
CMCSA
COMCAST CORP NEW
-$12.2K
5,457
-6%
减持
CSCO
CISCO SYS INC
+$12.2K
4,453
-4%
增持
KMI
KINDER MORGAN INC DEL
+$10.2K
16,136
+3%
减持
IIGD
INVESCO EXCHNG TRAD SLF INDE
-$7.9K
15,212
-0%
增持
SPYD
SPDR SER TR
-$7.2K
9,068
+1%
减持
MNST
MONSTER BEVERAGE CORP NEW
+$6.6K
5,144
-0%
减持
USMV
ISHARES TR
-$6.5K
21,717
-1%
减持
MA
MASTERCARD INCORPORATED
-$6.5K
5,399
-4%
减持
—
KRANESHARES TR
+$6.4K
17,048
-1%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$3.0K
13,416
+5%
增持
SPAB
SPDR SER TR
-$2.9K
9,399
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.7K
2,211
-0%
增持
AMLP
ALPS ETF TR
+$2.2K
7,788
+1%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$947
7,964
+1%
增持
VYM
VANGUARD WHITEHALL FDS
+$249
2,022
+1%
