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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 32
增持 30
减持 56
清仓 32
方向
标的
Δ市值
现股数(环比)
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$12.1M
165,435
-43%
减持
QQQ
INVESCO QQQ
-$11.2M
79
-100%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$9.2M
28,397
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。
-59%
减持
HYG
ISHARES TR
-$8.3M
3,297
-97%
增持
TLT
ISHARES TR
+$7.3M
83,433
+2585%
减持
XLE
SELECT SECTOR SPDR TR
-$7.3M
13,144
-87%
增持
XLV
SELECT SECTOR SPDR TR
+$6.4M
43,713
+35152%
增持
BTAL
AGF INVTS TR
+$5.8M
307,987
+885%
增持
XLP
SELECT SECTOR SPDR TR
+$5.6M
96,774
+232%
减持
AVUV
AMERICAN CENTY ETF TR
-$5.5M
10,272
-84%
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$5.4M
244,229
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$5.2M
11,183
+600%
增持
IAU
ISHARES GOLD TR
+$5.2M
156,952
+90%
建仓
CLOX
SERIES PORTFOLIOS TR
+$5.1M
198,395
增持
XLRE
SELECT SECTOR SPDR TR
+$5.0M
260,441
+80%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$5.0M
49,280
-66%
建仓
VGK
VANGUARD INTL EQUITY INDEX F
+$4.6M
65,971
减持
XLY
SELECT SECTOR SPDR TR
-$4.4M
16,422
-52%
建仓
TAIL
CAMBRIA ETF TR
+$4.4M
369,964
减持
MGK
VANGUARD WORLD FD
-$4.3M
2,122
-85%
清仓
KRE
SPDR SER TR
-$4.1M
0
-100%
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$4.0M
130,205
增持
RSP
INVESCO S&P
+$4.0M
88,290
+37%
减持
SPYM
SPDR SER TR
-$3.9M
101,176
-34%
增持
JAAA
JANUS DETROIT STR TR
+$3.9M
106,163
+274%
建仓
KIE
SPDR SER TR
+$3.7M
61,552
清仓
OILK
PROSHARES TR
-$3.6M
0
-100%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$3.5M
95,639
+245%
增持
XLU
UTILITIES SELECT
+$3.2M
75,651
+108%
减持
XLI
SELECT SECTOR SPDR TR
-$3.1M
27,386
-46%
建仓
CLOZ
SERIES PORTFOLIOS TR
+$2.9M
109,777
清仓
IJT
ISHARES TR
-$2.7M
0
-100%
建仓
EWO
ISHARES INC
+$2.6M
103,472
清仓
AXP
AMERICAN EXPRESS CO
-$2.5M
0
-100%
建仓
REZ
ISHARES TR
+$2.5M
28,354
减持
BILS
SPDR SER TR
-$2.4M
90,748
-22%
减持
GOOGL
ALPHABET INC
-$2.3M
46,063
-8%
减持
AAPL
APPLE INC
-$2.3M
66,396
-3%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.3M
5,220
-57%
清仓
FTNT
FORTINET INC
-$2.3M
0
-100%
建仓
EPOL
ISHARES TR
+$2.2M
79,225
清仓
MAGS
LISTED FD TR
-$2.2M
0
-100%
减持
GLD
SPDR GOLD TR
+$2.1M
46,286
-0%
减持
USFR
WISDOMTREE TR
-$2.0M
89,564
-31%
清仓
KCE
SPDR SER TR
-$2.0M
0
-100%
清仓
GOVI
INVESCO EXCH TRADED FD TR II
-$2.0M
0
-100%
减持
PFF
ISHARES TR
-$2.0M
12,960
-83%
清仓
RH
RH
-$1.9M
0
-100%
建仓
EWG
ISHARES INC
+$1.9M
51,168
清仓
SQ
BLOCK INC
-$1.9M
0
-100%
建仓
ABEQ
UNIFIED SER TR
+$1.9M
55,158
建仓
EWD
ISHARES INC
+$1.9M
44,361
减持
—
EXXON MOBIL CORP
-$1.9M
31,179
-40%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.8M
32,430
+159%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$1.8M
0
-100%
减持
AMZN
AMAZON COM INC
-$1.8M
40,071
-6%
建仓
EFNL
ISHARES TR
+$1.7M
46,312
增持
BIL
SPDR SER TR
+$1.7M
468,488
+4%
减持
TCAF
T ROWE PRICE ETF INC
-$1.6M
341,670
-10%
减持
TBIL
RBB FD INC
-$1.6M
104,226
-24%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$1.6M
164,903
+20%
建仓
REMX
VANECK ETF TRUST
+$1.6M
40,572
减持
UNH
UNITEDHEALTH GROUP INC
-$1.6M
2,833
-53%
增持
JPM
JPMORGAN CHASE & CO.
+$1.6M
7,567
+523%
增持
MCD
MCDONALDS CORP
+$1.6M
5,549
+852%
建仓
CHD
CHURCH & DWIGHT CO INC
+$1.5M
13,375
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$1.5M
57,368
-30%
清仓
XOP
SPDR SER TR
-$1.4M
0
-100%
增持
NFLX
NETFLIX INC
+$1.4M
1,485
+37025%
减持
IWM
ISHARES TR
-$1.3M
11,058
-30%
增持
DVY
ISHARES TR
+$1.3M
20,312
+81%
减持
WMT
WALMART INC
-$1.2M
20,008
-40%
增持
MSTR
MICROSTRATEGY INC
+$1.2M
5,072
+572%
减持
SGOV
ISHARES TR
-$1.2M
73,824
-15%
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$1.2M
220,146
+587%
减持
IWO
ISHARES TR
-$1.2M
29,270
-3%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.2M
18,932
+540%
减持
IAK
ISHARES TR
-$1.1M
9,797
-50%
减持
PHDG
INVESCO ACTIVELY MANAGED EXC
-$1.1M
10,344
-75%
建仓
QGRO
AMERICAN CENTY ETF TR
+$1.1M
11,426
减持
COST
COSTCO WHSL CORP NEW
-$1.0M
3,460
-26%
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.0M
37,014
建仓
HIMS
HIMS & HERS HEALTH INC
+$1.0M
34,482
减持
IYW
ISHARES TR
-$994.6K
6,659
-45%
清仓
REAL
THE REALREAL INC
-$976.9K
0
-100%
增持
AMLP
ALPS ETF TR
+$901.2K
128,459
+7%
增持
NET
CLOUDFLARE INC
+$894.7K
24,681
+41%
减持
MSFT
MICROSOFT CORP
-$890.7K
11,632
-7%
建仓
KORP
AMERICAN CENTY ETF TR
+$878.8K
18,802
增持
BABA
ALIBABA GROUP HLDG LTD
+$874.8K
6,633
+24467%
清仓
MPLX
MPLX LP
-$865.6K
0
-100%
清仓
INDA
ISHARES TR
-$862.5K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$849.7K
27,204
-4%
减持
COIN
COINBASE GLOBAL INC
-$844.7K
7,165
-14%
减持
QUAL
ISHARES TR
-$825.4K
32,668
-9%
建仓
QQA
INVESCO ACTIVELY MANAGED EXC
+$818.1K
17,838
清仓
PZA
INVESCO EXCH TRADED FD TR II
-$800.6K
0
-100%
清仓
—
SHARKNINJA INC
-$798.1K
0
-100%
增持
MO
ALTRIA GROUP INC
+$745.6K
21,137
+111%
减持
SPY
SPDR S&P 500 ETF TR
-$728.6K
15,265
-3%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$694.7K
54,736
+5%
减持
HUBS
HUBSPOT INC
-$682.4K
463
-66%
建仓
HELO
J P MORGAN EXCHANGE TRADED F
+$677.4K
11,350
减持
IGV
ISHARES TR
-$643.2K
11,415
-31%
建仓
AVEM
AMERICAN CENTY ETF TR
+$635.7K
10,565
建仓
MU
MICRON TECHNOLOGY INC
+$614.1K
7,067
减持
META
META PLATFORMS INC
-$613.1K
4,835
-17%
建仓
ICLO
INVESCO ACTIVELY MANAGED EXC
+$611.6K
23,992
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$611.5K
52,300
+47%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$602.5K
13,584
-8%
清仓
JMUB
J P MORGAN EXCHANGE TRADED F
-$589.8K
0
-100%
增持
PM
PHILIP MORRIS INTL INC
+$587.2K
6,649
+71%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$549.9K
0
-100%
清仓
SCHG
SCHWAB STRATEGIC TR
-$540.3K
0
-100%
建仓
EYE
NATIONAL VISION HLDGS INC
+$533.3K
41,729
清仓
TRV
TRAVELERS COMPANIES INC
-$496.6K
0
-100%
建仓
—
CAPRI HOLDINGS LIMITED
+$485.4K
24,600
清仓
AMD
ADVANCED MICRO DEVICES INC
-$482.9K
0
-100%
减持
MMIT
NEW YORK LIFE INVTS ACTIVE E
-$468.2K
22,983
-46%
减持
SHV
ISHARES TR
-$453.0K
8,956
-32%
清仓
VGT
VANGUARD WORLD FD
-$440.3K
0
-100%
清仓
VUSB
VANGUARD BD INDEX FDS
-$420.5K
0
-100%
建仓
ALLY
ALLY FINL INC
+$418.0K
11,462
清仓
GTO
INVESCO ACTIVELY MANAGED EXC
-$409.2K
0
-100%
清仓
MGC
VANGUARD WORLD FD
-$408.8K
0
-100%
减持
PINK
SIMPLIFY EXCHANGE TRADED FUN
-$389.5K
204,215
-5%
清仓
DTE
DTE ENERGY CO
-$376.6K
0
-100%
增持
MUSI
AMERICAN CENTY ETF TR
+$372.1K
46,811
+21%
减持
VOO
VANGUARD S&P
-$371.2K
221
-75%
减持
V
VISA INC
+$368.4K
13,823
-2%
减持
OMFL
INVESCO EXCH TRD SLF IDX FD
-$363.8K
27,986
-18%
减持
IWN
ISHARES TR
-$352.2K
20,195
-3%
清仓
MS
MORGAN STANLEY
-$345.0K
0
-100%
建仓
PZZA
PAPA JOHNS INTL INC
+$338.3K
8,235
建仓
GOOG
ALPHABET INC
+$331.7K
2,123
减持
IVV
ISHARES TR
-$326.5K
7,941
-2%
减持
—
ROYAL CARIBBEAN
-$319.5K
1,050
-55%
减持
VO
VANGUARD INDEX FDS
-$311.6K
15,309
-5%
减持
TMUS
T-MOBILE US INC
-$311.3K
1,795
-50%
清仓
BOTZ
GLOBAL X FDS
-$308.7K
0
-100%
建仓
SPYG
SPDR SER TR
+$305.6K
3,802
清仓
GIL
GILDAN ACTIVEWEAR INC
-$304.0K
0
-100%
减持
ET
ENERGY TRANSFER L P
-$300.5K
19,915
-42%
减持
HFXI
NEW YORK LIFE INVESTMENTS ET
-$299.1K
39,064
-26%
增持
VZ
VERIZON COMMUNICATIONS INC
+$294.8K
26,206
+17%
减持
TKO
TKO GROUP HOLDINGS INC
-$293.0K
2,057
-52%
清仓
SCHA
SCHWAB STRATEGIC TR
-$280.1K
0
-100%
减持
IRT
INDEPENDENCE REALTY
-$274.8K
2
-100%
建仓
TAXF
AMERICAN CENTY ETF TR
+$274.5K
5,548
清仓
SMH
VANECK ETF TRUST
-$274.1K
0
-100%
