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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 28
增持 59
减持 44
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
XLU
SELECT UTILITIES
-$14.0M
36,358
-82%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$13.9M
288,988
+94%
减持
TLT
ISHARES TR
-$9.8M
3,107
-97%
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
TCAF
T ROWE PRICE ETF INC
-$9.1M
380,848
-42%
减持
IAU
ISHARES GOLD TR
-$9.1M
82,436
-69%
建仓
HYG
ISHARES TR
+$8.5M
108,474
增持
XLY
SELECT SECTOR SPDR TR
+$7.6M
34,050
+70838%
减持
XLV
SECTOR HEALTHCARE
-$7.5M
124
-100%
减持
INDA
ISHARES TR
-$7.1M
16,384
-88%
减持
LQD
ISHARES IBOXX
-$7.1M
200
-100%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$6.5M
69,655
+72%
减持
TBIL
RBB FD INC
-$6.2M
137,387
-48%
减持
XLRE
SELECT SECTOR SPDR TR
-$6.0M
144,952
-46%
增持
AVUV
AMERICAN CENTY ETF TR
+$5.8M
65,968
+1104%
增持
XLI
SELECT SECTOR SPDR TR
+$5.3M
50,567
+412%
减持
XLP
SELECT SECTOR SPDR TR
-$5.3M
29,114
-68%
减持
BILS
SPDR SER TR
-$4.9M
115,626
-30%
减持
GLD
SPDR GOLD TR
-$4.8M
46,364
-30%
增持
BIL
SPDR SER TR
+$4.7M
451,561
+13%
增持
GOOGL
ALPHABET INC
+$4.5M
50,035
+68%
清仓
ITB
ISHARES TR
-$4.4M
0
-100%
建仓
KRE
SPDR SER TR
+$4.1M
68,688
增持
RSP
INVESCO S&P
+$4.0M
64,398
+59%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$4.0M
82,159
-40%
清仓
IEI
ISHARES TR
-$4.0M
0
-100%
减持
IEF
ISHARES 7-10YR
-$3.9M
54
-100%
清仓
VGK
VANGUARD INTL EQUITY INDEX F
-$3.7M
0
-100%
建仓
OILK
PROSHARES TR
+$3.6M
81,971
减持
INTC
INTEL CORP
-$3.6M
24,538
-86%
增持
XLF
SELECT SECTOR SPDR TR
+$3.5M
115,807
+156%
增持
XLC
SELECT SECTOR SPDR TR
+$3.5M
38,931
+1047%
建仓
IJT
ISHARES TR
+$2.7M
19,800
增持
QQQ
INVESCO QQQ TR
+$2.3M
22,035
+20%
增持
MGK
VANGUARD WORLD FD
+$2.2M
14,462
+71%
建仓
MAGS
LISTED FD TR
+$2.2M
40,042
清仓
—
CAPRI HOLDINGS LIMITED
-$2.1M
0
-100%
建仓
COIN
COINBASE GLOBAL INC
+$2.1M
8,372
建仓
TJX
TJX COS INC NEW
+$2.1M
17,049
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.0M
51,897
+2%
建仓
KCE
SPDR SER TR
+$2.0M
14,524
增持
IWM
ISHARES TR
+$1.9M
15,852
+124%
增持
IVV
ISHARES TR
+$1.9M
8,135
+64%
建仓
RH
RH
+$1.9M
4,844
建仓
SQ
BLOCK INC
+$1.9M
22,254
增持
NET
CLOUDFLARE INC
+$1.9M
17,520
+11203%
清仓
FAF
FIRST AMERN FINL CORP
-$1.9M
0
-100%
减持
PSA
PUBLIC STORAGE
-$1.9M
10
-100%
增持
NVDA
NVIDIA CORPORATION
+$1.8M
28,283
+75%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.8M
26,415
减持
LLY
ELI LILLY & CO
-$1.8M
2,765
-37%
减持
IRT
INDEPENDENCE RLTY TR INC
-$1.7M
13,850
-86%
增持
T
AT&T INC
+$1.6M
118,016
+132%
减持
SHY
ISHARES TR
-$1.5M
81,071
-17%
建仓
JAAA
JANUS DETROIT STR TR
+$1.4M
28,367
建仓
XOP
SPDR SER TR
+$1.4M
10,439
减持
USFR
WISDOMTREE TR
-$1.3M
130,317
-17%
清仓
BUXX
EA SERIES TRUST
-$1.3M
0
-100%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.2M
11,421
+127%
增持
IOO
ISHARES TR
+$1.2M
13,679
+554%
减持
IVOL
KRANESHARES TRUST
-$1.1M
31,017
-64%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
15,813
+10%
减持
AMZN
AMAZON COM INC
+$999.2K
42,763
-5%
减持
VUSB
VANGUARD BD INDEX FDS
-$994.4K
8,475
-70%
增持
IJH
ISHARES TR
+$965.8K
24,242
+177%
减持
PINK
SIMPLIFY EXCHANGE TRADED FUN
-$907.3K
214,938
-3%
减持
SGOV
ISHARES TR
-$893.2K
86,416
-9%
增持
—
EXXON MOBIL CORP
+$881.6K
51,713
+29%
建仓
MPLX
MPLX LP
+$865.6K
18,086
建仓
PYLD
PIMCO ETF TR
+$855.2K
32,993
减持
AXP
AMERICAN EXPRESS CO
-$839.1K
8,436
-32%
减持
AAPL
APPLE INC
+$837.2K
68,191
-2%
增持
SPDW
SPDR PORTFOLIO
+$814.4K
24,278
+6340%
增持
XLE
SELECT SECTOR SPDR TR
+$765.5K
99,094
+13%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$740.3K
12,060
-0%
增持
REAL
THE REALREAL INC
+$733.1K
89,380
+15%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$722.2K
14,821
+12%
增持
V
VISA INC
+$673.7K
14,163
+2%
清仓
MUB
ISHARES TR
-$644.3K
0
-100%
减持
SHV
ISHARES TR
-$631.9K
13,098
-30%
建仓
JMUB
J P MORGAN EXCHANGE TRADED F
+$589.8K
11,761
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$581.4K
145,459
+3%
增持
IYW
ISHARES TR
+$577.9K
12,098
+36%
增持
EEM
ISHARES TR
+$548.6K
13,155
+39764%
增持
SPYM
SPDR SER TR
+$509.4K
153,804
+3%
增持
VUG
VANGUARD INDEX FDS
+$501.0K
5,907
+18%
清仓
ITA
ISHARES TR
-$499.8K
0
-100%
清仓
THC
TENET HEALTHCARE CORP
-$462.0K
0
-100%
增持
IGV
ISHARES TR
+$445.0K
16,570
+22%
增持
UNH
UNITEDHEALTH GROUP INC
-$442.8K
6,042
+1%
增持
WMT
WALMART INC
+$441.5K
33,237
+5%
增持
TSLA
TESLA INC
+$431.6K
2,222
+25%
增持
SCHG
SCHWAB STRATEGIC TR
-$417.6K
19,388
+111%
减持
MGC
VANGUARD WORLD FD
-$414.8K
1,922
-52%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$392.3K
27,746
+48%
减持
—
SPOTIFY TECHNOLOGY S A
+$388.4K
5,389
-2%
减持
FTNT
FORTINET INC
+$368.7K
24,068
-2%
增持
AMLP
ALPS ETF TR
+$368.1K
119,830
+5%
减持
VGT
VANGUARD WORLD FD
-$367.2K
708
-49%
清仓
UNG
UNITED STS NAT GAS FD LP
-$358.9K
0
-100%
增持
IAK
ISHARES TR
+$356.2K
19,730
+19%
清仓
ULS
UL SOLUTIONS INC
-$349.4K
0
-100%
清仓
GDX
VANECK ETF TRUST
-$335.3K
0
-100%
建仓
PLNT
PLANET FITNESS INC
+$316.2K
3,198
增持
HUBS
HUBSPOT INC
+$307.4K
1,359
+13%
清仓
CELH
CELSIUS HLDGS INC
-$300.0K
0
-100%
增持
OMFL
INVESCO EXCH TRD SLF IDX FD
+$295.4K
34,219
+16%
增持
COST
COSTCO WHSL CORP NEW
+$294.5K
4,701
+4%
建仓
SCHA
SCHWAB STRATEGIC TR
+$280.1K
10,831
减持
BTAL
AGF INVTS TR
-$279.5K
31,280
-29%
建仓
SMH
VANECK ETF TRUST
+$274.1K
1,132
增持
STKL
SUNOPTA INC
+$271.7K
47,404
+224%
增持
AHR
AMERICAN HEALTHCARE REIT INC
+$269.8K
29,751
+35%
清仓
EMB
ISHARES TR
-$269.4K
0
-100%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$255.9K
33,908
-22%
增持
AVUS
AMERICAN CENTY ETF TR
+$251.3K
12,506
+24%
增持
HFXI
NEW YORK LIFE INVESTMENTS ET
+$249.6K
52,729
+30%
建仓
NPK
NATIONAL PRESTO INDS INC
+$248.9K
2,529
减持
—
SHARKNINJA INC
-$244.9K
8,197
-15%
建仓
SYF
SYNCHRONY FINANCIAL
+$244.1K
3,756
建仓
JGRO
J P MORGAN EXCHANGE TRADED F
+$239.8K
2,960
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$235.8K
5,118
减持
BTCO
INVESCO GALAXY BITCOIN ETF
+$233.7K
8,393
-3%
清仓
VEA
VANGUARD TAX-MANAGED FDS
-$232.6K
0
-100%
增持
MUSI
AMERICAN CENTY ETF TR
+$232.1K
38,793
+20%
增持
JPM
JPMORGAN CHASE & CO.
+$227.2K
1,215
+300%
建仓
RGTI
RIGETTI COMPUTING INC
+$221.5K
14,518
建仓
SDY
SPDR SER TR
+$219.9K
1,664
建仓
—
CARNIVAL CORP
+$218.9K
8,783
建仓
MSTR
MICROSTRATEGY INC
+$218.7K
755
清仓
ULST
SSGA ACTIVE ETF TR
-$218.6K
0
-100%
建仓
VOOG
VANGUARD ADMIRAL FDS INC
+$217.8K
595
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$210.8K
32,025
+159%
清仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$209.7K
0
-100%
减持
VYMI
VANGUARD INTERNATIONAL
-$208.2K
1,340
-67%
增持
PHDG
INVESCO ACTIVELY MANAGED EXC
+$207.3K
40,748
+19%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$203.0K
137,437
+8%
清仓
KBWP
INVESCO EXCH TRADED FD TR II
-$202.3K
0
-100%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$197.7K
5,585
-23%
减持
CCJ
CAMECO CORP
-$192.0K
6,543
-41%
增持
GOVI
INVESCO EXCH TRADED FD TR II
+$191.2K
73,551
+19%
增持
QUAL
ISHARES TR
+$186.1K
35,984
+4%
增持
ET
ENERGY TRANSFER L P
+$183.1K
34,240
+13%
减持
AMD
ADVANCED MICRO DEVICES INC
-$174.8K
3,998
-0%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$168.1K
35,520
+19%
减持
PFF
ISHARES TR
-$156.3K
75,616
-1%
增持
PG
PROCTER AND GAMBLE CO
+$146.6K
5,895
+21%
清仓
BBBY
BEYOND INC
-$138.0K
0
-100%
增持
—
ROYAL CARIBBEAN GROUP
+$125.4K
2,320
+0%
减持
VZ
VERIZON COMMUNICATIONS INC
-$117.1K
22,354
-1%
减持
SOUN
SOUNDHOUND AI INC
+$113.0K
11,313
-53%
