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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 24
增持 57
减持 46
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
XLRE
SELECT SECTOR SPDR TR
+$11.9M
267,344
减持
MGK
VANGUARD WORLD FD
-$10.5M
8,475
-80%
增持
XLU
SELECT UTILITIES
+$9.8M
207,609
+103%
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
SPLV
INVESCO EXCH TRADED FD TR II
+$9.8M
136,055
增持
TCAF
T ROWE PRICE ETF INC
+$9.4M
655,093
+66%
清仓
OILK
PROSHARES TR
-$8.1M
0
-100%
减持
XLC
SELECT SECTOR SPDR TR
-$7.7M
3,394
-96%
增持
XLP
SELECT SECTOR SPDR TR
+$7.3M
90,969
+3222%
减持
SPY
SPDR S&P 500 ETF TR
-$7.3M
14,353
-50%
增持
XLV
SELECT SECTOR SPDR TR
+$6.9M
48,930
+961%
减持
QQQ
INVESCO QQQ TR
-$6.6M
18,337
-43%
清仓
EWG
ISHARES INC
-$6.4M
0
-100%
增持
LQD
ISHARES TR
+$6.2M
62,933
+676%
清仓
MAGS
LISTED FD TR
-$5.7M
0
-100%
清仓
SMH
VANECK ETF TRUST
-$5.7M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$5.6M
87,960
+277%
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$5.6M
149,203
-32%
减持
KBWP
INVESCO EXCH TRADED FD TR II
-$5.4M
1,751
-97%
增持
BIL
SPDR SER TR
+$5.2M
398,481
+17%
减持
IAK
ISHARES TR
-$5.2M
16,575
-74%
增持
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$4.7M
221,820
+171%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$4.7M
127,060
+669%
增持
GLD
SPDR GOLD TR
+$4.7M
65,963
+25%
清仓
UUP
INVESCO DB US DLR INDEX TR
-$4.1M
0
-100%
增持
ITB
ISHARES TR
+$4.1M
34,260
+1163%
增持
TLT
ISHARES TR
+$4.1M
102,987
+57%
清仓
EWN
ISHARES INC
-$4.0M
0
-100%
减持
SPYM
SPDR SER TR
-$4.0M
149,515
-32%
增持
VO
VANGUARD INDEX FDS
+$4.0M
16,458
+1015%
建仓
IEI
ISHARES TR
+$4.0M
33,250
增持
IEF
ISHARES TR
+$3.9M
39,292
+72663%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$3.7M
51,828
增持
INTC
INTEL CORP
+$3.6M
172,996
+1053%
建仓
IWN
ISHARES TR
+$3.4M
20,450
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$3.4M
12,073
增持
RSP
INVESCO S&P
+$3.1M
40,509
+61%
增持
IAU
ISHARES GOLD TR
+$3.0M
265,254
+15%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$3.0M
40,471
-28%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$2.8M
140,663
-32%
清仓
MCK
MCKESSON CORP
-$2.8M
0
-100%
建仓
—
CAPRI HOLDINGS LIMITED
+$2.1M
50,634
减持
—
SPOTIFY TECHNOLOGY S A
-$2.1M
5,488
-58%
增持
WMT
WALMART INC
+$2.1M
31,721
+323%
增持
IRT
INDEPENDENCE RLTY TR INC
+$2.0M
95,806
+4790200%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.9M
50,912
+9311%
减持
IGM
ISHARES EXPANDED
-$1.9M
402
-98%
建仓
FAF
FIRST AMERN FINL CORP
+$1.9M
28,315
清仓
WOOD
ISHARES TR
-$1.9M
0
-100%
增持
AAPL
APPLE INC
+$1.8M
69,696
+2%
减持
FDX
FEDEX CORP
-$1.8M
50
-99%
减持
DKNG
DRAFTKINGS INC NEW
-$1.8M
10,729
-82%
减持
GD
GENERAL DYNAMICS
-$1.8M
10
-100%
增持
QUAL
ISHARES TR
+$1.8M
34,701
+34%
减持
BILS
SPDR SER TR
-$1.7M
164,199
-9%
减持
XLF
SELECT SECTOR SPDR TR
-$1.6M
45,181
-49%
减持
—
EXXON MOBIL CORP
-$1.6M
39,934
-26%
减持
IWO
ISHARES TR
-$1.5M
30,769
-21%
减持
V
VISA INC
-$1.5M
13,829
-31%
建仓
MUSI
AMERICAN CENTY ETF TR
+$1.4M
32,296
减持
MA
MASTERCARD INCORPORATED
-$1.3M
3,655
-48%
建仓
PHDG
INVESCO ACTIVELY MANAGED EXC
+$1.3M
34,299
清仓
CMI
CUMMINS INC
-$1.2M
0
-100%
增持
IVOL
KRANESHARES TRUST
+$1.2M
86,052
+221%
清仓
ITOT
ISHARES TR
-$1.1M
0
-100%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.1M
29,757
建仓
AVUS
AMERICAN CENTY ETF TR
+$960.9K
10,099
增持
BUXX
EA SERIES TRUST
+$902.1K
61,620
+258%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$860.3K
61,792
+82%
增持
DVY
ISHARES TR
+$782.0K
10,725
+95%
减持
GOOGL
ALPHABET INC
-$761.7K
29,708
-5%
增持
INDA
ISHARES TR
+$746.0K
136,453
+5%
减持
SHV
ISHARES TR
-$736.7K
18,748
-26%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$696.8K
13,197
+6%
清仓
PINS
PINTEREST INC
-$679.7K
0
-100%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$650.9K
29,445
+70%
清仓
BRBR
BELLRING BRANDS INC
-$633.6K
0
-100%
建仓
AHR
AMERICAN HEALTHCARE REIT INC
+$575.7K
22,058
清仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
-$573.0K
0
-100%
建仓
BTCO
INVESCO GALAXY BITCOIN ETF
+$549.5K
8,648
清仓
HYG
ISHARES TR
-$539.1K
0
-100%
建仓
AVUV
AMERICAN CENTY ETF TR
+$525.9K
5,481
建仓
ITA
ISHARES TR
+$499.8K
3,340
增持
SHY
ISHARES TR
+$482.4K
97,581
+4%
减持
AMZN
AMAZON COM INC
-$469.8K
44,988
-2%
增持
PM
PHILIP MORRIS INTL INC
+$440.5K
3,712
+3612%
减持
EEM
ISHARES MSCI
-$436.8K
33
-100%
增持
MMM
3M COMPANY
+$434.1K
3,288
+2092%
增持
IBM
INTL BUSINESS
+$424.7K
8,765
+0%
建仓
GTO
INVESCO ACTIVELY MANAGED EXC
+$420.8K
8,712
减持
BNDX
VANGUARD TOTAL
-$408.7K
857
-91%
清仓
EAT
BRINKER INTL INC
-$407.5K
0
-100%
减持
UNH
UNITEDHEALTH GROUP INC
+$406.4K
5,985
-1%
增持
—
SHARKNINJA INC
+$395.6K
9,594
+11%
增持
IWM
ISHARES TR
+$378.6K
7,072
+21%
清仓
COPX
GLOBAL X FDS
-$360.5K
0
-100%
减持
HD
HOME DEPOT INC
+$349.6K
5,966
-1%
建仓
ULS
UL SOLUTIONS INC
+$349.4K
7,086
清仓
BRCC
BRC INC
-$348.9K
0
-100%
减持
VXUS
VANGUARD TOTAL
-$346.9K
73
-99%
减持
CVX
CHEVRON CORP NEW
-$339.2K
5,757
-24%
减持
PSA
PUBLIC STORAGE OPER CO
+$321.0K
5,128
-5%
建仓
AGG
ISHARES TR
+$318.0K
3,140
减持
AXP
AMERICAN EXPRESS CO
+$317.6K
12,326
-6%
减持
LW
LAMB WESTON
-$314.3K
15
-100%
清仓
TFLO
ISHARES TR
-$287.2K
0
-100%
减持
META
META PLATFORMS INC
+$280.1K
5,943
-4%
减持
PANW
PALO ALTO NETWORKS INC
-$277.2K
1,392
-37%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$275.2K
43,745
+33%
建仓
EMB
ISHARES TR
+$269.4K
2,879
增持
T
AT&T INC
+$259.7K
50,963
+13%
减持
LLY
ELI LILLY & CO
-$259.3K
4,395
-4%
增持
MMIT
NEW YORK LIFE INVTS ACTIVE E
+$254.9K
37,838
+35%
增持
MUB
ISHARES TR
+$254.4K
5,931
+62%
清仓
—
FOOT LOCKER INC
-$252.7K
0
-100%
清仓
EXPD
EXPEDITORS INTL WASH INC
-$245.7K
0
-100%
减持
SLV
ISHARES SILVER
-$243.6K
1,378
-87%
增持
TMUS
T-MOBILE US INC
+$242.2K
3,514
+28%
建仓
XEL
XCEL ENERGY INC
+$238.2K
3,648
减持
GEHC
GE HEALTHCARE
-$232.9K
107
-97%
建仓
HEI
HEICO CORP NEW
+$232.6K
889
清仓
MU
MICRON TECHNOLOGY INC
-$231.1K
0
-100%
增持
CELH
CELSIUS HLDGS INC
-$231.1K
9,566
+3%
清仓
ROK
ROCKWELL AUTOMATION INC
-$227.7K
0
-100%
减持
BA
BOEING COMPANY
-$227.1K
497
-70%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$209.7K
8,058
增持
DE
DEERE & CO
+$207.5K
618
+358%
增持
VYMI
VANGUARD WHITEHALL FDS
+$207.3K
4,074
+204%
建仓
IOO
ISHARES TR
+$207.2K
2,090
清仓
MSOS
ADVISORSHARES TR
-$199.4K
0
-100%
增持
IVV
ISHARES TR
+$199.0K
4,950
+2%
增持
VUG
VANGUARD INDEX FDS
+$194.4K
5,010
+8%
增持
PFF
ISHARES TR
+$189.7K
76,246
+3%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$170.8K
11,145
-0%
增持
AMLP
ALPS ETF TR
+$164.9K
114,638
+5%
增持
MO
ALTRIA GROUP INC
+$164.3K
9,456
+35%
增持
XLI
SELECT SECTOR SPDR TR
+$159.9K
9,870
+2%
减持
ROKU
ROKU INC
-$154.6K
8,625
-35%
增持
TSLA
TESLA INC
+$133.5K
1,780
+6%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$120.2K
18,748
+1%
减持
USMV
ISHARES TR
+$119.0K
20,009
-2%
增持
GDX
VANECK ETF TRUST
+$118.9K
8,420
+32%
增持
THC
TENET HEALTHCARE CORP
+$115.2K
2,780
+7%
增持
XMHQ
INVESCO EXCHANGE TRADED FD T
+$111.4K
7,288
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$99.9K
22,512
+2%
增持
CMCSA
COMCAST CORP NEW
+$98.1K
10,832
+20%
减持
LGLV
SPDR SER TR
+$95.1K
7,245
-2%
增持
TBIL
RBB FD INC
+$88.4K
261,717
+1%
减持
SPYV
SPDR SER TR
-$86.9K
9,297
-22%
减持
SGOV
ISHARES TR
-$83.5K
94,940
-1%
减持
IJH
ISHARES TR
-$77.3K
8,740
-18%
