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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 40
增持 37
减持 51
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$26.7M
47,263
+59727%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$15.2M
88,910
+213%
增持
SPYM
SPDR SERIES TRUST
+$12.7M
259,846
+157%
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
SPMO
INVESCO EXCH TRADED FD TR II
+$10.0M
218,999
+32%
增持
SPYG
SPDR SERIES TRUST
+$9.2M
95,956
+2424%
减持
RSP
INVESCO S&P
-$7.3M
43,786
-50%
建仓
MTUM
ISHARES TR
+$7.1M
29,448
增持
SPY
SPDR S&P 500 ETF TR
+$6.7M
24,181
+58%
清仓
BTAL
AGF INVTS TR
-$6.4M
0
-100%
减持
XLV
HEALTHCARE SELECT
-$6.4M
124
-100%
清仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$5.4M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$5.3M
1,360
-88%
减持
BIL
SPDR SERIES TRUST
-$4.8M
415,646
-11%
减持
IAU
ISHARES GOLD TR
-$4.5M
76,872
-51%
减持
PINK
SIMPLIFY EXCHANGE TRADED FUN
-$4.4M
54,269
-73%
清仓
TAIL
CAMBRIA ETF TR
-$4.4M
0
-100%
减持
CLOX
SERIES PORTFOLIOS TR
-$4.3M
27,908
-86%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$4.3M
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$4.3M
63,058
+380%
减持
XLP
SELECT SECTOR SPDR TR
-$4.1M
47,275
-51%
减持
TCAF
T ROWE PRICE ETF INC
-$4.0M
190,943
-44%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$3.9M
78,139
-53%
清仓
KIE
SPDR SER TR
-$3.7M
0
-100%
建仓
MAGS
LISTED FDS TR
+$3.6M
61,705
减持
XLRE
SELECT SECTOR SPDR TR
-$3.6M
176,977
-32%
建仓
OILK
PROSHARES TR
+$3.6M
82,810
增持
IWM
ISHARES TR
+$3.4M
25,449
+130%
减持
AAPL
APPLE INC
-$3.4M
54,916
-17%
增持
BILS
SPDR SERIES TRUST
+$3.3M
123,761
+36%
减持
XLY
CONSUMER DISCRETIONARY
-$3.2M
48
-100%
减持
IWO
ISHARES TR
-$3.0M
15,363
-48%
清仓
CLOZ
SERIES PORTFOLIOS TR
-$2.9M
0
-100%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$2.9M
39,957
增持
HIMS
HIMS & HERS HEALTH INC
+$2.7M
56,130
+63%
清仓
EWO
ISHARES INC
-$2.6M
0
-100%
建仓
PKW
INVESCO EXCHANGE TRADED FD T
+$2.5M
19,647
清仓
REZ
ISHARES TR
-$2.5M
0
-100%
减持
TLT
ISHARES TR
-$2.4M
59,440
-29%
减持
GLD
SPDR GOLD TR
-$2.4M
36,099
-22%
建仓
BLOK
AMPLIFY ETF TR
+$2.4M
40,557
减持
QUAL
ISHARES TR
-$2.3M
17,595
-46%
减持
XLU
UTILITIES SELECT
-$2.2M
43,465
-43%
建仓
OSCR
OSCAR HEALTH INC
+$2.2M
156,622
增持
NVDA
NVIDIA CORPORATION
+$2.1M
28,717
+6%
建仓
FTNT
FORTINET INC
+$2.1M
20,723
清仓
TJX
TJX COS INC NEW
-$1.9M
0
-100%
清仓
ABEQ
UNIFIED SER TR
-$1.9M
0
-100%
清仓
EWD
ISHARES INC
-$1.9M
0
-100%
增持
JBBB
JANUS DETROIT STR TR
+$1.9M
42,659
+879%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$1.8M
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$1.8M
75,189
+53%
建仓
HACK
AMPLIFY ETF TR
+$1.7M
20,158
清仓
EFNL
ISHARES TR
-$1.7M
0
-100%
建仓
AVGO
BROADCOM INC
+$1.7M
5,743
清仓
REMX
VANECK ETF TRUST
-$1.6M
0
-100%
减持
XLI
SELECT SECTOR SPDR TR
-$1.6M
13,166
-52%
减持
VO
VANGUARD INDEX FDS
-$1.6M
8,356
-45%
减持
MCD
MCDONALDS CORP
-$1.6M
583
-89%
建仓
SLX
VANECK ETF TRUST
+$1.6M
22,945
减持
COST
COSTCO WHSL CORP NEW
-$1.6M
1,825
-47%
增持
SHOP
SHOPIFY INC
+$1.5M
12,703
+18047%
建仓
SOFI
SOFI TECHNOLOGIES INC
+$1.5M
67,397
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$1.5M
24,710
清仓
OMFL
INVESCO EXCH TRD SLF IDX FD
-$1.5M
0
-100%
增持
LRCX
LAM RESEARCH CORP
+$1.5M
15,831
+10454%
清仓
CHD
CHURCH & DWIGHT CO INC
-$1.5M
0
-100%
减持
EPOL
ISHARES TR
-$1.5M
24,002
-70%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.5M
38,412
-30%
减持
DVY
ISHARES TR
-$1.4M
9,550
-53%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$1.4M
9,686
-29%
增持
MO
ALTRIA GROUP INC
+$1.4M
43,235
+105%
增持
IVOL
KRANESHARES TRUST
+$1.4M
103,233
+230%
减持
EWG
ISHARES INC
-$1.4M
12,350
-76%
增持
DG
DOLLAR GENL
+$1.4M
13,267
+13167%
建仓
AMAT
APPLIED MATLS INC
+$1.4M
7,545
减持
XLC
SELECT SECTOR SPDR TR
-$1.3M
23,084
-41%
减持
SGOV
ISHARES TR
-$1.3M
61,135
-17%
减持
TBIL
RBB FD INC
-$1.3M
79,032
-24%
建仓
TMC
TMC THE METALS COMPANY INC
+$1.2M
203,292
建仓
KLAC
KLA CORP
+$1.2M
1,367
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$1.2M
125,770
+32%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.2M
16,848
+154%
减持
IWN
ISHARES TR
-$1.2M
11,837
-41%
减持
AVUS
AMERICAN CENTY ETF TR
-$1.1M
18,181
-44%
增持
VUG
VANGUARD INDEX FDS
+$1.1M
7,937
+17%
清仓
SCHD
SCHWAB STRATEGIC TR
-$1.0M
0
-100%
增持
QGRO
AMERICAN CENTY ETF TR
+$1.0M
18,930
+66%
减持
XLF
SELECT SECTOR SPDR TR
-$962.6K
85,405
-22%
增持
VOO
VANGUARD S&P
+$918.4K
1,781
+706%
建仓
QQQI
NEOS ETF TRUST
+$901.4K
17,125
增持
PFF
ISHARES TR
+$876.7K
40,818
+215%
减持
AMZN
AMAZON COM INC
+$853.1K
36,252
-10%
增持
MSTR
MICROSTRATEGY INC
+$850.6K
5,755
+13%
减持
MSFT
MICROSOFT CORP
+$831.4K
9,831
-15%
建仓
MDIV
FIRST TR EXCHANGE TRADED FD
+$814.0K
51,095
建仓
JBND
J P MORGAN EXCHANGE TRADED F
+$801.6K
15,034
减持
SHY
ISHARES TR
-$789.3K
67,992
-12%
建仓
GDX
VANECK ETF TRUST
+$787.6K
15,252
建仓
LMND
LEMONADE INC
+$784.9K
20,830
减持
T
AT&T INC
-$783.4K
74,974
-26%
增持
NKE
NIKE INC
+$780.8K
10,876
+2214%
建仓
IGOV
ISHARES TR
+$769.2K
18,561
建仓
IPKW
INVESCO EXCH TRADED FD TR II
+$756.9K
15,304
增持
—
SPOTIFY TECHNOLOGY S A
+$750.9K
4,739
+18%
建仓
RH
RH
+$720.1K
3,502
建仓
MTDR
MATADOR RES CO
+$713.8K
14,311
减持
VYM
VANGUARD HIGH
-$713.3K
2,240
-71%
减持
NET
CLOUDFLARE INC
+$689.5K
16,721
-32%
增持
DNP
DNP SELECT INCOME FD INC
+$672.0K
70,155
+4577%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$670.9K
11,879
增持
UNH
UNITEDHEALTH GROUP INC
+$653.1K
8,562
+202%
增持
TSLA
TESLA INC
+$635.4K
4,377
+58%
建仓
IEI
ISHARES TR
+$622.7K
5,263
减持
META
META PLATFORMS INC
+$615.4K
4,403
-9%
清仓
MU
MICRON TECHNOLOGY INC
-$614.1K
0
-100%
增持
HIO
WESTERN ASSET HIGH INCOME OP
+$605.7K
188,787
+429%
建仓
—
UNILEVER PLC
+$600.7K
10,280
减持
IAK
ISHARES TR
-$590.1K
5,962
-39%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$590.1K
9,196
-28%
增持
KORP
AMERICAN CENTY ETF TR
+$588.1K
31,305
+66%
建仓
TRV
TRAVELERS COMPANIES INC
+$540.8K
2,078
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$538.5K
107,180
-18%
清仓
EYE
NATIONAL VISION HLDGS INC
-$533.3K
0
-100%
增持
BTCO
INVESCO GALAXY BITCOIN ETF
+$527.0K
11,689
+15%
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$506.4K
7,712
减持
LLY
ELI LILLY & CO
-$477.1K
2,350
-13%
增持
O
REALTY INCOME CORP
+$463.2K
9,209
+869%
建仓
SRLN
SSGA ACTIVE ETF TR
+$448.0K
10,757
建仓
FE
FIRSTENERGY CORP
+$427.9K
10,019
减持
IVV
ISHARES TR
+$424.7K
7,699
-3%
建仓
DASH
DOORDASH INC
+$421.4K
1,684
建仓
SYM
SYMBOTIC INC
+$398.3K
7,383
建仓
KDP
KEURIG DR PEPPER INC
+$389.0K
11,915
增持
KHC
KRAFT HEINZ CO
+$388.6K
14,179
+61548%
清仓
PHDG
INVESCO ACTIVELY MANAGED EXC
-$377.3K
0
-100%
清仓
ET
ENERGY TRANSFER L P
-$370.2K
0
-100%
减持
ED
CONSOLIDATED EDISON
-$342.5K
50
-98%
减持
GOOGL
ALPHABET INC
-$341.8K
35,346
-23%
建仓
SDIV
GLOBAL X FDS
+$340.4K
14,741
减持
VZ
VERIZON COMMUNICATIONS INC
-$337.5K
19,847
-24%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$323.4K
1,834
增持
DLTR
DOLLAR TREE INC
+$307.2K
2,715
+22525%
减持
VGK
VANGUARD INTL EQUITY INDEX F
+$300.6K
65,201
-1%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$300.0K
0
-100%
增持
QQA
INVESCO ACTIVELY MANAGED EXC
+$295.8K
21,918
+23%
建仓
HOOD
ROBINHOOD MKTS INC
+$295.6K
2,869
建仓
SCHG
SCHWAB STRATEGIC TR
+$290.0K
9,596
减持
AGG
ISHARES CORE
-$283.6K
45
-98%
建仓
GTO
INVESCO ACTIVELY MANAGED EXC
+$275.3K
5,906
减持
INTC
INTEL CORP
-$272.9K
1,601
-88%
