小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 4
增持 144
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
BILS
SPDR SER TR
+$60.2M
604,176
增持
SPY
SPDR S&P 500 ETF TR
+$2.2M
10,339
+71%
增持
SHW
SHERWIN WILLIAMS
+$1.5M
8,236
+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。
增持
IWF
ISHARES RUSSELL
+$877.1K
5,154
+100%
增持
AAPL
APPLE INC
+$872.1K
63,159
+7%
增持
IBM
INTL BUSINESS
+$751.7K
12,673
+47%
增持
VYM
VANGUARD WHITEHALL FDS
+$722.3K
14,050
+75%
增持
MSFT
MICROSOFT CORP
+$580.3K
5,995
+29%
增持
—
EXXON MOBIL CORP
+$484.3K
31,713
+23%
增持
BNY
BANK NEW YORK
+$436.3K
14,200
+100%
增持
WEC
WEC ENERGY
+$334.0K
7,610
+100%
增持
XLE
SELECT SECTOR SPDR TR
+$251.2K
9,396
+53%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$247.0K
15,458
+32%
增持
TSCO
TRACTOR SUPPLY
+$227.0K
2,000
+100%
增持
NVDA
NVIDIA CORPORATION
+$222.2K
2,408
+20%
增持
VZ
VERIZON COMMUNICATIONS INC
+$211.2K
26,547
+23%
清仓
—
LIBERTY MEDIA CORP DEL
-$204.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY
+$200.0K
1,102
+100%
增持
MCD
MCDONALDS CORP
+$192.1K
2,101
+38%
增持
TSLA
TESLA INC
+$185.8K
3,384
+29%
增持
—
ROYAL CARIBBEAN
+$175.2K
2,100
+100%
建仓
BND
VANGUARD TOTAL
+$165.5K
2,250
增持
BA
BOEING COMPANY
+$163.8K
994
+100%
清仓
—
RADIUS GLOBAL INFRASTRCTRE I
-$163.5K
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$157.1K
3,494
+40%
增持
CVX
CHEVRON CORP NEW
+$156.3K
6,626
+22%
增持
PKST
PEAKSTONE REALTY
+$153.8K
9,020
+477%
增持
T
AT&T INC
+$153.1K
47,882
+20%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$149.3K
7,431
+12%
增持
GLD
SPDR GOLD TR
+$147.2K
151,659
+0%
增持
SYK
STRYKER CORP
+$143.3K
880
+100%
增持
V
VISA INC
+$136.9K
25,138
+2%
增持
AMZN
AMAZON COM INC
+$132.6K
7,775
+11%
增持
HSY
HERSHEY COMPANY
+$126.5K
16,223
+5%
增持
LLY
ELI LILLY
+$125.7K
400
+100%
增持
CSX
CSX CORP
+$116.3K
6,030
+100%
建仓
ESGV
VANGUARD ESG
+$115.7K
1,360
增持
VOO
VANGUARD S&P
+$106.3K
442
+100%
增持
USMV
ISHARES TR
+$103.8K
25,178
+5%
增持
VTI
VANGUARD TOTAL
+$101.9K
778
+100%
增持
VYMI
VANGUARD INTERNATIONAL
+$95.3K
2,680
+100%
增持
INTC
INTEL CORP
+$94.8K
2,918
+100%
增持
PFE
PFIZER INC
+$85.1K
6,972
+100%
增持
BNDX
VANGUARD TOTAL
+$79.4K
1,714
+1472%
增持
XLU
SELECT UTILITIES
+$73.4K
6,608
+20%
建仓
VSGX
VANGUARD ESG
+$71.2K
1,288
增持
FSK
FS KKR
+$70.9K
7,006
+100%
增持
SSNC
SS&C TECHNOLOGIES
+$69.7K
2,000
+100%
增持
ISRG
INTUITIVE SURGICAL
+$68.1K
356
+100%
增持
CBZ
CBIZ INC
+$64.1K
1,750
+100%
增持
O
REALTY INCOME
+$61.7K
1,900
+100%
增持
NET
CLOUDFLARE INC
+$61.6K
1,510
+48%
增持
DUK
DUKE ENERGY
+$60.3K
1,140
+100%
增持
JPM
JPMORGAN CHASE & CO
+$59.4K
3,951
+8%
增持
PRU
PRUDENTIAL FINANCIAL
+$58.7K
1,044
+100%
增持
SVC
SERVICE PROPERTIES
+$57.9K
12,338
+100%
增持
NKE
NIKE INC
+$57.1K
21,211
+2%
增持
DE
DEERE & CO
+$57.0K
270
+100%
增持
CMCSA
COMCAST CORP NEW
+$56.5K
8,362
+18%
增持
SBUX
STARBUCKS CORP
+$56.4K
1,120
+100%
增持
IVV
ISHARES TR
+$56.1K
5,199
+2%
增持
PKG
PACKAGING CORP
+$51.7K
600
+100%
增持
GE
GENERAL ELECTRIC
+$47.9K
662
+100%
增持
BWXT
BWX TECHNOLOGIES
+$47.8K
1,218
+100%
增持
OXY
OCCIDENTAL PETROLEUM
+$46.9K
1,720
+100%
增持
SPGI
S&P GLOBAL
+$46.4K
180
+100%
增持
IJK
ISHARES S&P
+$43.1K
1,000
+100%
增持
DIA
SPDR DOW
+$41.9K
200
+100%
增持
—
HESS CORP
+$40.6K
600
+100%
增持
UPS
UNITED PARCEL SERVICE INC
+$39.6K
2,719
+10%
增持
RSP
INVESCO S&P
+$39.3K
6,389
+4%
增持
PFG
PRINCIPAL FINANCIAL
+$39.1K
916
+100%
增持
ETR
ENTERGY CORP
+$37.8K
688
+100%
增持
DIS
WALT DISNEY
+$37.2K
748
+100%
增持
IJS
ISHARES S&P
+$37.1K
634
+100%
增持
PAYX
PAYCHEX INC
+$36.6K
596
+100%
增持
BAC
BANK AMERICA
+$36.5K
1,828
+100%
增持
QQQ
INVESCO QQQ TR
+$36.4K
2,592
+3%
增持
WFC
WELLS FARGO
+$35.7K
1,240
+100%
增持
DLN
WISDOMTREE U S
+$35.6K
1,000
+100%
增持
QTEC
FIRST TRUST
+$35.0K
340
+100%
增持
CEG
CONSTELLATION ENERGY
+$34.5K
554
+100%
增持
IGM
ISHARES EXPANDED
+$34.5K
134
+100%
增持
META
META PLATFORMS INC
+$33.8K
2,439
+4%
增持
LQD
ISHARES TR
+$33.2K
18,331
+2%
增持
SHEL
SHELL PLC
+$33.1K
984
+100%
增持
PFF
ISHARES U S
+$32.9K
2,040
+100%
增持
ROBO
EXCHANGE TRADED
+$32.2K
1,004
+100%
增持
SLV
ISHARES SILVER TR
+$32.0K
64,769
+2%
增持
RGLD
ROYAL GOLD
+$30.2K
446
+100%
增持
SHY
ISHARES TR
+$29.0K
38,171
+1%
增持
TIP
ISHARES TIPS
+$28.9K
520
+100%
增持
PG
PROCTER AND GAMBLE CO
+$28.7K
7,434
+3%
增持
EXC
EXELON CORP
+$28.3K
1,664
+100%
增持
MO
ALTRIA GROUP
+$27.2K
1,410
+100%
增持
HON
HONEYWELL INTL
+$27.0K
230
+100%
增持
GOOGL
ALPHABET INC
+$26.7K
6,024
+3%
增持
APLE
APPLE HOSPITALITY
+$26.7K
2,986
+100%
增持
AMLP
ALPS ETF TR
+$25.8K
9,101
+7%
增持
IYW
ISHARES TR
+$25.3K
5,718
+3%
增持
—
DUPONT DE
+$25.2K
636
+100%
增持
VCLT
VANGUARD LONG
+$23.6K
532
+100%
增持
WBD
WARNER BROS
+$23.5K
4,301
+83%
增持
MPC
MARATHON PETROLEUM
+$22.8K
314
+100%
增持
ORCL
ORACLE CORP
+$22.3K
426
+100%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$22.3K
3,984
+14%
增持
CVS
CVS HEALTH
+$22.0K
500
+100%
增持
GILD
GILEAD SCIENCES
+$21.4K
492
+100%
增持
KD
KYNDRYL HOLDINGS
+$21.2K
1,600
+100%
增持
XLK
SECTOR TECHNOLOGY
+$21.0K
190
+100%
增持
IYJ
ISHARES U S
+$20.5K
320
+100%
增持
EOS
EATON VANCE
+$20.3K
2,000
+100%
增持
—
MEDTRONIC PLC
+$19.9K
460
+100%
增持
KO
COCA COLA COMPANY
+$19.6K
5,692
+6%
增持
IVE
ISHARES S&P
+$19.4K
200
+100%
增持
MMM
3M COMPANY
+$18.8K
300
+100%
增持
PNC
PNC FINANCIAL
+$18.7K
200
+100%
增持
XLV
SELECT SECTOR SPDR TR
+$17.9K
10,660
+1%
增持
TXN
TEXAS INSTRUMENTS
+$17.8K
196
+100%
增持
BBN
BLACKROCK TXBL
+$17.4K
2,000
+100%
增持
VNQ
VANGUARD REAL
+$16.9K
334
+100%
增持
DG
DOLLAR GENL
+$16.6K
200
+100%
增持
CPK
CHESAPEAKE UTILITY
+$16.6K
292
+100%
增持
IYK
ISHARES U S
+$16.5K
168
+100%
增持
PEP
PEPSICO INC
+$16.5K
194
+100%
增持
BN
BROOKFIELD CORP
+$16.5K
674
+100%
增持
IYG
ISHARES U S
+$16.3K
160
+100%
增持
OLP
ONE LIBERTY PPTYS INC
+$15.8K
1,268
+100%
增持
MFC
MANULIFE FINANCIAL
+$15.7K
1,210
+100%
增持
CSQ
CALAMOS STRATEGIC
+$15.7K
2,000
+100%
增持
FNV
FRANCO NEVADA
+$15.5K
352
+100%
增持
TXNM
PNM RESOURCES
+$15.4K
800
+100%
增持
GIS
GENERAL MILLS
+$15.2K
458
+100%
增持
SCCO
SOUTHERN COPPER
+$14.6K
302
+100%
增持
CGW
INVESCO S&P
+$14.5K
488
+100%
增持
CTVA
CORTEVA INC
+$14.2K
636
+100%
增持
VT
VANGUARD TOTAL
+$14.2K
252
+100%
增持
EFA
ISHARES MSCI
+$14.1K
346
+100%
增持
—
LAM RESEARCH CORPORATION
+$14.1K
30
+100%
增持
SPDW
SPDR PORTFOLIO
+$14.0K
754
+100%
增持
XRNPX
COHEN & STEERS
+$13.9K
1,200
+100%
增持
PRF
INVESCO FTSE
+$13.9K
720
+100%
增持
—
X TRACKERS
+$13.9K
1,054
+100%
增持
GNL
GLOBAL NET
+$13.8K
2,680
+100%
增持
—
MARATHON OIL
+$13.3K
1,236
+100%
增持
FIVE
FIVE BELOW
+$13.3K
100
+100%
增持
ZTS
ZOETIS INC
+$13.2K
120
+100%
增持
F
FORD MOTOR
+$13.0K
2,172
+100%
增持
MAR
MARRIOTT INTL
+$12.7K
100
+100%
增持
PPL
PPL CORP
+$12.4K
808
+100%
