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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 49
增持 47
减持 35
清仓 19
方向
标的
Δ市值
现股数(环比)
增持
UUP
INVESCO DB US DLR INDEX TR
+$16.4M
850,844
+231%
增持
BIL
SPDR SER TR
+$13.0M
959,274
+17%
减持
EWJ
ISHARES MSCI
-$10.5M
15
-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
MGK
VANGUARD WORLD FD
-$10.1M
0
-100%
减持
EWY
ISHARES MSCI
-$7.8M
16
-100%
增持
EDV
VANGUARD WORLD FD
+$7.5M
94,355
+701%
清仓
INDA
ISHARES TR
-$6.6M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$5.7M
2,513
-86%
减持
IEF
ISHARES TR
-$5.6M
40,116
-60%
减持
DIA
SPDR DOW
-$5.6M
100
-99%
清仓
XLC
SELECT SECTOR SPDR TR
-$5.4M
0
-100%
清仓
CHD
CHURCH & DWIGHT CO INC
-$4.8M
0
-100%
减持
SLV
ISHARES SILVER TR
-$4.6M
63,391
-78%
减持
ED
CONSOLIDATED EDISON INC
-$4.6M
2,741
-95%
减持
IWM
ISHARES TR
-$4.3M
2,565
-90%
减持
SPY
SPDR S&P 500 ETF TR
-$4.1M
6,041
-60%
清仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
-$4.0M
0
-100%
增持
BTAL
AGF INVTS TR
+$2.7M
382,984
+42%
清仓
—
SPOTIFY TECHNOLOGY S A
-$2.2M
0
-100%
减持
HSY
HERSHEY COMPANY
-$2.2M
15,491
-36%
增持
SPTL
SPDR SER TR
+$1.9M
236,563
+30%
减持
GLD
SPDR GOLD TR
-$1.8M
150,961
-9%
建仓
MZTI
LANCASTER COLONY CORP
+$1.7M
8,411
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$1.6M
24,951
+74%
清仓
—
ACCENTURE PLC IRELAND
-$1.5M
0
-100%
清仓
DDOG
DATADOG INC
-$1.4M
0
-100%
建仓
ITA
ISHARES TR
+$1.3M
11,412
减持
COST
COSTCO WHSL CORP NEW
-$1.2M
741
-74%
清仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
-$1.2M
0
-100%
减持
SGOV
ISHARES TR
-$1.1M
156,830
-7%
清仓
SCJ
ISHARES INC
-$1.1M
0
-100%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.1M
57,811
+47%
清仓
ITB
ISHARES TR
-$1.1M
0
-100%
清仓
SPHB
INVESCO EXCH TRADED FD TR II
-$1.1M
0
-100%
建仓
SHW
SHERWIN WILLIAMS
+$1.1M
4,118
清仓
QUAL
ISHARES TR
-$1.0M
0
-100%
减持
TMUS
T-MOBILE US INC
-$959.9K
2,457
-74%
减持
AMZN
AMAZON COM INC
-$939.9K
7,025
-46%
建仓
XHS
SPDR SER TR
+$923.2K
10,677
增持
NKE
NIKE INC
+$885.1K
20,741
+39%
减持
MSFT
MICROSOFT CORP
-$875.0K
4,665
-30%
增持
AAPL
APPLE INC
-$863.7K
59,081
+8%
减持
USFR
WISDOMTREE TR
-$862.9K
177,040
-9%
减持
FNV
FRANCO NEVADA
-$812.3K
176
-97%
增持
HCA
HCA HEALTHCARE INC
-$805.8K
22,822
+2%
清仓
UPWK
UPWORK INC
-$775.8K
0
-100%
清仓
AI
C3 AI INC
-$744.4K
0
-100%
减持
XLU
SELECT UTILITIES
-$734.2K
5,525
-67%
减持
SHV
ISHARES TR
-$729.7K
90,457
-7%
增持
—
EXXON MOBIL CORP
+$725.6K
25,854
+29%
减持
XLP
SELECT SECTOR SPDR TR
-$701.6K
19,901
-33%
建仓
IWF
ISHARES RUSSELL
+$685.5K
2,577
增持
VYM
VANGUARD WHITEHALL FDS
+$619.3K
8,028
+297%
增持
IAU
ISHARES GOLD TR
+$579.4K
99,466
+15%
增持
IBM
INTL BUSINESS
+$546.2K
8,649
+85%
建仓
XLE
SELECT SECTOR SPDR TR
+$533.6K
6,146
减持
TLT
ISHARES TR
-$455.0K
4,626
-50%
增持
IEP
ICAHN ENTERPRISES LP
+$435.5K
14,279
+37%
清仓
IIGD
INVESCO EXCHNG TRAD SLF INDE
-$361.6K
0
-100%
减持
V
VISA INC
-$333.6K
24,667
-1%
减持
GEHC
GE HEALTHCARE
-$333.6K
107
-97%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$321.3K
6,626
+54%
建仓
WEC
WEC ENERGY
+$306.5K
3,805
建仓
BNY
BANK NEW YORK
+$302.8K
7,100
减持
—
ACTIVISION BLIZZARD INC
-$299.7K
47,202
-8%
增持
SHY
ISHARES TR
+$295.6K
37,822
+9%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$293.9K
4,709
增持
GDX
VANECK ETF TRUST
+$282.4K
53,226
+11%
建仓
KWEB
KRANESHARES TR
+$280.6K
8,998
清仓
—
KRANESHARES TR
-$277.4K
0
-100%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$264.9K
79,968
+6%
增持
XLV
SELECT SECTOR SPDR TR
+$259.0K
10,536
+27%
减持
META
META PLATFORMS INC
-$256.1K
2,356
-11%
清仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$255.4K
0
-100%
清仓
FBIN
FORTUNE BRANDS INNOVATIONS I
-$242.4K
0
-100%
增持
T
AT&T INC
+$240.9K
39,778
+31%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$236.5K
10,233
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$235.8K
3,484
增持
CVX
CHEVRON CORP NEW
+$227.4K
5,421
+29%
建仓
UDN
INVESCO DB US DLR INDEX TR
+$225.2K
12,000
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$210.0K
11,681
+47%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$204.9K
3,500
建仓
TSCO
TRACTOR SUPPLY
+$203.1K
1,000
建仓
BRK/B
BERKSHIRE HATHAWAY
+$193.0K
551
减持
VUG
VANGUARD INDEX FDS
-$184.9K
2,990
-9%
增持
ULST
SSGA ACTIVE ETF TR
+$174.4K
19,980
+28%
建仓
—
RADIUS GLOBAL INFRASTRCTRE I
+$163.5K
11,144
增持
MCK
MCKESSON CORP
-$153.2K
2,635
+3%
减持
WMT
WALMART INC
-$151.9K
2,053
-29%
增持
USMV
ISHARES TR
+$126.5K
23,937
+10%
减持
—
UNITED STS NAT GAS FD LP
-$123.4K
34,479
-29%
建仓
SYK
STRYKER CORP
+$120.2K
440
建仓
PFE
PFIZER INC
+$115.6K
3,486
建仓
LLY
ELI LILLY
+$107.4K
200
增持
IVV
ISHARES TR
-$99.4K
5,092
+3%
建仓
—
ROYAL CARIBBEAN
+$96.7K
1,050
增持
MCD
MCDONALDS CORP
+$96.6K
1,518
+42%
建仓
BA
BOEING COMPANY
+$95.3K
497
建仓
CSX
CSX CORP
+$92.7K
3,015
减持
RSP
INVESCO S&P
-$88.7K
6,163
-6%
增持
LQD
ISHARES TR
+$86.8K
18,053
+3%
建仓
VOO
VANGUARD S&P
+$86.8K
221
增持
GOOGL
ALPHABET INC
-$86.2K
5,844
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$84.8K
9,480
-0%
增持
MA
MASTERCARD INCORPORATED
-$84.4K
5,611
+4%
建仓
VYMI
VANGUARD INTERNATIONAL
+$82.9K
1,340
建仓
VTI
VANGUARD TOTAL
+$82.6K
389
增持
CSCO
CISCO SYSTEMS
+$79.6K
5,924
+33%
增持
VZ
VERIZON COMMUNICATIONS INC
+$77.0K
21,634
+10%
减持
—
CAPRI HOLDINGS LIMITED
+$75.7K
7,856
-4%
增持
HD
HOME DEPOT INC
+$74.3K
8,875
+8%
增持
UPS
UNITED PARCEL SERVICE INC
+$73.1K
2,469
+12%
建仓
FSK
FS KKR
+$69.0K
3,503
增持
IYW
ISHARES TR
-$67.5K
5,538
+3%
增持
DVY
ISHARES TR
+$65.6K
5,809
+7%
建仓
NET
CLOUDFLARE INC
+$64.1K
1,017
增持
IVOL
KRANESHARES TR
+$63.4K
17,953
+7%
减持
IEI
ISHARES TR
-$61.1K
6,412
-9%
增持
JNJ
JOHNSON & JOHNSON
+$60.6K
2,498
+26%
增持
NVDA
NVIDIA CORPORATION
-$58.5K
2,008
+25%
减持
LVHI
LEGG MASON ETF INVT
-$57.9K
16,338
-11%
增持
TSLA
TESLA INC
+$56.8K
2,631
+32%
建仓
OXY
OCCIDENTAL PETROLEUM
+$55.8K
860
建仓
SSNC
SS&C TECHNOLOGIES
+$52.5K
1,000
建仓
ISRG
INTUITIVE SURGICAL
+$52.0K
178
建仓
INTC
INTEL CORP
+$51.9K
1,459
建仓
SBUX
STARBUCKS CORP
+$51.1K
560
建仓
DE
DEERE & CO
+$50.9K
135
增持
ABBV
ABBVIE INC
+$50.8K
1,894
+2%
建仓
DUK
DUKE ENERGY
+$50.3K
570
建仓
PRU
PRUDENTIAL FINANCIAL
+$49.5K
522
增持
CMCSA
COMCAST CORP NEW
+$49.2K
7,059
+29%
减持
AMD
ADVANCED MICRO DEVICES INC
-$47.5K
2,731
-1%
建仓
O
REALTY INCOME
+$47.4K
950
建仓
SVC
SERVICE PROPERTIES
+$47.4K
6,169
建仓
PKG
PACKAGING CORP
+$46.1K
300
建仓
—
HESS CORP
+$45.9K
300
建仓
BWXT
BWX TECHNOLOGIES
+$45.7K
609
建仓
CBZ
CBIZ INC
+$45.4K
875
增持
MRK
MERCK & COMPANY
-$42.5K
5,091
+1%
建仓
GE
GENERAL ELECTRIC
+$36.6K
331
建仓
IJK
ISHARES S&P
+$36.1K
500
增持
CLF
CLEVELAND-CLIFFS INC NEW
+$35.5K
22,199
+0%
增持
XEL
XCEL ENERGY INC
+$34.7K
3,823
+7%
建仓
PAYX
PAYCHEX INC
+$34.4K
298
建仓
PFG
PRINCIPAL FINANCIAL
+$33.0K
458
建仓
SPGI
S&P GLOBAL
+$32.9K
90
增持
AMT
AMERICAN TOWER CORP NEW
+$32.8K
1,225
+9%
建仓
ETR
ENTERGY CORP
+$31.8K
344
建仓
SHEL
SHELL PLC
+$31.7K
492
