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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 24
增持 34
减持 58
清仓 34
方向
标的
Δ市值
现股数(环比)
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$11.1M
56,471
增持
SPYM
SPDR SER TR
+$11.0M
220,118
+343%
减持
SHY
ISHARES TR
-$9.7M
93,465
-56%
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。
减持
BILS
SPDR SER TR
-$9.2M
181,421
-34%
增持
XLU
SELECT UTILITIES
+$6.6M
102,211
+1714%
清仓
FXI
ISHARES TR
-$6.6M
0
-100%
减持
BTAL
AGF INVTS TR
-$5.8M
47,098
-87%
建仓
MAGS
LISTED FD TR
+$5.7M
126,073
减持
BIL
SPDR SER TR
-$5.4M
342,037
-15%
减持
EWY
ISHARES MSCI
-$5.1M
16
-100%
增持
IAU
ISHARES GOLD TR
+$4.4M
230,938
+69%
清仓
XOP
SPDR SER TR
-$4.1M
0
-100%
建仓
EWN
ISHARES INC
+$4.0M
79,847
增持
SMH
VANECK ETF TRUST
+$4.0M
21,790
+188%
减持
XLP
SELECT SECTOR SPDR TR
-$3.9M
2,738
-95%
减持
IWO
ISHARES TR
-$3.9M
38,945
-25%
减持
PFF
ISHARES TR
-$3.7M
74,293
-61%
减持
META
META PLATFORMS INC
-$3.6M
6,192
-56%
增持
XLF
SELECT SECTOR SPDR TR
+$3.6M
87,844
+60903%
增持
QUAL
ISHARES TR
+$3.6M
25,915
+404%
清仓
KIE
SPDR SER TR
-$3.6M
0
-100%
减持
V
VISA INC
-$3.5M
20,030
-36%
清仓
WYNN
WYNN RESORTS LTD
-$3.5M
0
-100%
增持
UUP
INVESCO DB US DLR INDEX TR
+$3.5M
140,886
+516%
建仓
AXP
AMERICAN EXPRESS CO
+$3.0M
13,065
增持
TBIL
RBB FD INC
+$2.9M
260,055
+28%
增持
RSP
INVESCO S&P
+$2.8M
25,152
+231%
减持
XLE
SELECT SECTOR SPDR TR
-$2.7M
23,331
-55%
增持
—
EXXON MOBIL CORP
+$2.7M
54,188
+78%
减持
KBWP
INVESCO EXCH TRADED FD TR II
-$2.7M
54,528
-29%
清仓
XYL
XYLEM INC
-$2.5M
0
-100%
增持
EWG
ISHARES INC
+$2.5M
209,567
+68%
减持
MCK
MCKESSON CORP
-$2.4M
4,816
-50%
减持
GIL
GILDAN ACTIVEWEAR INC
-$2.4M
6,355
-91%
减持
GLD
SPDR GOLD TR
-$2.3M
52,941
-21%
清仓
FTSM
FIRST TR EXCHANGE-TRADED FD
-$2.3M
0
-100%
减持
BBBY
BEYOND INC
-$2.2M
11,965
-81%
减持
MA
MASTERCARD INCORPORATED
-$2.1M
7,070
-35%
增持
LLY
ELI LILLY & CO
+$2.1M
4,587
+75%
减持
PJP
INVESCO PHARMACEUTICALS
-$2.1M
100
-100%
减持
AAPL
APPLE INC
+$2.0M
68,357
-6%
减持
CLX
CLOROX COMPANY
-$2.0M
55
-100%
清仓
EWD
ISHARES INC
-$1.9M
0
-100%
增持
IGM
ISHARES TR
+$1.9M
20,265
+4941%
减持
LW
LAMB WESTON HLDGS INC
-$1.9M
3,750
-82%
建仓
WOOD
ISHARES TR
+$1.9M
23,655
增持
FDX
FEDEX CORP
+$1.8M
6,184
+12268%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.8M
6,073
-39%
减持
DKNG
DRAFTKINGS INC NEW
-$1.8M
59,175
-34%
减持
CELH
CELSIUS HLDGS INC
-$1.7M
9,302
-66%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$1.7M
218,272
+0%
减持
MSFT
MICROSOFT CORP
-$1.6M
11,924
-28%
增持
PSA
PUBLIC STORAGE OPER CO
+$1.5M
5,371
+53610%
减持
XLK
SECTOR TECHNOLOGY
-$1.5M
95
-99%
清仓
VTWO
VANGUARD SCOTTSDALE FDS
-$1.5M
0
-100%
减持
LQD
ISHARES TR
-$1.5M
8,108
-62%
清仓
—
PIONEER NAT RES CO
-$1.5M
0
-100%
清仓
HCA
HCA HEALTHCARE INC
-$1.4M
0
-100%
清仓
SDVY
FIRST TR EXCHANGE-TRADED FD
-$1.3M
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$1.3M
4,783
-35%
减持
XLV
SELECT SECTOR SPDR TR
-$1.2M
4,612
-63%
减持
TLT
ISHARES TR
-$1.2M
65,765
-14%
清仓
—
CAPRI HOLDINGS LIMITED
-$1.1M
0
-100%
减持
TMUS
T-MOBILE US INC
-$1.1M
2,741
-72%
建仓
ITOT
ISHARES TR
+$1.1M
9,272
建仓
HFXI
INDEXIQ ETF TR
+$1.0M
39,296
增持
AMLP
ALPS ETF TR
+$1.0M
109,170
+23%
清仓
ON
ON SEMICONDUCTOR CORP
-$1.0M
0
-100%
减持
AEP
AMERICAN ELECTRIC
-$991.6K
125
-99%
清仓
INDY
ISHARES TR
-$988.5K
0
-100%
增持
TCAF
T ROWE PRICE ETF INC
+$978.7K
393,473
+5%
减持
MGK
VANGUARD WORLD FD
+$959.3K
42,200
-2%
清仓
BDRY
AMPLIFY COMMODITY TRUST
-$942.4K
0
-100%
建仓
GOVI
INVESCO EXCH TRADED FD TR II
+$936.6K
33,946
减持
D
DOMINION ENERGY
-$931.0K
13
-100%
减持
HD
HOME DEPOT INC
-$925.6K
6,007
-23%
建仓
OMFL
INVESCO EXCH TRD SLF IDX FD
+$909.4K
17,325
减持
SPHD
INVESCO EXCH TRADED FD TR II
-$865.1K
18,634
-51%
清仓
YEAR
AB ACTIVE ETFS INC
-$817.3K
0
-100%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$781.2K
32,991
增持
IAK
ISHARES TR
+$764.9K
64,687
+16%
建仓
HUBS
HUBSPOT INC
+$680.6K
1,154
减持
JPM
JPMORGAN CHASE
-$670.6K
304
-92%
增持
INDA
ISHARES TR
+$649.4K
129,807
+2%
建仓
—
SHARKNINJA INC
+$647.3K
8,614
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$627.0K
16,531
清仓
UBER
UBER TECHNOLOGIES INC
-$606.8K
0
-100%
减持
AMZN
AMAZON COM INC
-$606.3K
45,808
-13%
清仓
DVN
DEVON ENERGY CORP NEW
-$573.2K
0
-100%
建仓
TKO
TKO GROUP HOLDINGS INC
+$554.1K
5,131
增持
IYW
ISHARES TR
+$543.4K
8,650
+54%
清仓
FXG
FIRST TR EXCHANGE TRADED FD
-$540.3K
0
-100%
减持
QQQ
INVESCO QQQ TR
+$539.5K
32,384
-4%
清仓
—
MONDAY COM LTD
-$529.2K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$497.4K
28,516
-1%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$495.8K
0
-100%
清仓
TJX
TJX COS INC NEW
-$461.0K
0
-100%
减持
SGOV
ISHARES TR
-$434.1K
95,779
-4%
清仓
XHE
SPDR SER TR
-$408.3K
0
-100%
建仓
EAT
BRINKER INTL INC
+$407.5K
5,629
增持
VUSB
VANGUARD BD INDEX FDS
+$395.6K
27,353
+41%
建仓
MUB
ISHARES TR
+$389.9K
3,659
增持
INTC
INTEL CORP
+$387.7K
15,005
+761%
增持
VOO
VANGUARD S&P
+$386.9K
986
+346%
减持
SHV
ISHARES TR
-$385.3K
25,437
-12%
增持
MMIT
INDEXIQ ACTIVE ETF TR
+$376.5K
27,955
+128%
减持
MMM
3M COMPANY
-$361.0K
150
-96%
建仓
COPX
GLOBAL X FDS
+$360.5K
7,991
建仓
VO
VANGUARD INDEX FDS
+$357.3K
1,476
建仓
JPST
J P MORGAN EXCHANGE TRADED F
+$355.1K
7,036
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$352.1K
1,435
+160%
建仓
BUXX
EA SERIES TRUST
+$348.4K
17,215
清仓
USO
UNITED STS OIL FD LP
-$345.8K
0
-100%
清仓
IEI
ISHARES TR
-$335.4K
0
-100%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$334.1K
12,495
+9%
增持
VUG
VANGUARD INDEX FDS
+$329.5K
4,623
+14%
减持
IWM
ISHARES TR
-$329.5K
5,833
-19%
增持
ROKU
ROKU INC
+$328.7K
13,324
+85%
减持
VXUS
VANGUARD TOTAL
-$324.7K
5,831
-48%
减持
ABBV
ABBVIE INC
-$321.9K
33
-98%
清仓
XLRE
SELECT SECTOR SPDR TR
-$301.4K
0
-100%
减持
ULST
SSGA ACTIVE ETF TR
-$291.7K
5,302
-58%
减持
EWJ
ISHARES MSCI
-$290.7K
15
-100%
增持
MO
ALTRIA GROUP INC
+$287.6K
6,988
+891%
建仓
TFLO
ISHARES TR
+$287.2K
5,669
减持
ET
ENERGY TRANSFER L P
-$276.9K
28,931
-39%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$275.9K
0
-100%
清仓
UHS
UNIVERSAL HLTH SVCS INC
-$275.4K
0
-100%
清仓
KMI
KINDER MORGAN INC DEL
-$259.9K
0
-100%
减持
IEF
ISHARES 7-10YR
-$252.9K
54
-98%
增持
FTNT
FORTINET INC
-$252.4K
31,847
+0%
增持
SLV
ISHARES SILVER TR
+$251.4K
10,643
+672%
清仓
MNSO
MINISO GROUP HLDG LTD
-$249.4K
0
-100%
减持
WFC
WELLS FARGO
-$246.5K
620
-87%
建仓
EXPD
EXPEDITORS INTL WASH INC
+$245.7K
1,969
减持
XLC
SELECT SECTOR SPDR TR
+$243.2K
93,357
-2%
减持
GOOGL
ALPHABET INC
-$239.2K
31,231
-20%
增持
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$238.0K
81,759
+9%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$231.4K
207,845
-10%
增持
—
ROYAL CARIBBEAN GROUP
+$231.4K
2,367
+125%
建仓
MU
MICRON TECHNOLOGY INC
+$231.1K
1,757
减持
—
SPOTIFY TECHNOLOGY S A
-$228.3K
13,027
-20%
清仓
STZ
CONSTELLATION BRANDS INC
-$220.4K
0
-100%
减持
CSCO
CISCO SYSTEMS
-$219.8K
251
-95%
减持
T
AT&T INC
-$216.0K
45,083
-26%
清仓
NPK
NATIONAL PRESTO INDS INC
-$211.9K
0
-100%
建仓
VEA
VANGUARD TAX-MANAGED FDS
+$211.0K
4,269
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$209.4K
3,118
-37%
清仓
CNQ
CANADIAN NAT RES LTD
-$206.8K
0
-100%
清仓
ACM
AECOM
-$204.6K
0
-100%
