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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 33
增持 41
减持 50
清仓 26
方向
标的
Δ市值
现股数(环比)
减持
SHY
ISHARES TR
-$5.3M
3,247
-95%
减持
XLE
SELECT SECTOR SPDR TR
-$5.2M
3,654
-94%
增持
IWO
ISHARES TR
+$4.5M
27,172
+77%
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
XLF
FINANCIAL SELECT
-$4.5M
144
-100%
增持
SLV
ISHARES SILVER TR
+$4.4M
101,313
+7252%
增持
TLT
ISHARES TR
+$3.9M
100,765
+70%
增持
AAPL
APPLE INC
+$3.9M
56,901
+4%
建仓
SPYI
NEOS ETF TRUST
+$3.8M
72,113
减持
XLRE
SELECT SECTOR SPDR TR
-$3.8M
87,414
-51%
建仓
USDU
WISDOMTREE TR
+$3.7M
136,304
减持
XLU
UTILITIES SELECT
-$3.6M
1,083
-98%
清仓
OILK
PROSHARES TR
-$3.6M
0
-100%
建仓
PALL
ABRDN PALLADIUM ETF TRUST
+$3.5M
26,689
减持
XLP
SELECT SECTOR SPDR TR
-$3.5M
3,390
-93%
增持
XLV
SELECT SECTOR SPDR TR
+$3.5M
24,100
+19335%
减持
BIL
SPDR SERIES TRUST
-$3.3M
379,311
-9%
减持
MTUM
ISHARES TR
-$3.2M
15,480
-47%
增持
NKE
NIKE INC
+$3.1M
59,929
+451%
减持
QUAL
ISHARES TR
-$2.7M
2,524
-86%
增持
SPMO
INVESCO EXCH TRADED FD TR II
+$2.7M
230,510
+5%
减持
QQQ
INVESCO QQQ TR
+$2.7M
46,733
-1%
增持
GLD
SPDR GOLD TR
+$2.7M
36,967
+2%
建仓
JD
JD.COM INC
+$2.5M
74,706
清仓
BLOK
AMPLIFY ETF TR
-$2.4M
0
-100%
增持
SOFI
SOFI TECHNOLOGIES INC
+$2.4M
130,817
+94%
增持
GDX
VANECK ETF TRUST
+$2.3M
43,067
+182%
清仓
MSTR
MICROSTRATEGY INC
-$2.3M
0
-100%
增持
IWM
ISHARES TR
+$2.2M
31,779
+25%
建仓
NLR
VANECK ETF TRUST
+$2.2M
13,902
增持
SPYG
SPDR SERIES TRUST
+$2.1M
107,405
+12%
清仓
FTNT
FORTINET INC
-$2.1M
0
-100%
减持
GOOGL
ALPHABET INC
+$2.0M
31,224
-12%
清仓
AVUS
AMERICAN CENTY ETF TR
-$1.9M
0
-100%
建仓
REMX
VANECK ETF TRUST
+$1.8M
25,134
建仓
GVAL
CAMBRIA ETF TR
+$1.7M
58,080
清仓
HACK
AMPLIFY ETF TR
-$1.7M
0
-100%
减持
BILS
SPDR SERIES TRUST
-$1.6M
107,225
-13%
增持
UPS
UNITED PARCEL SERVICE INC
+$1.6M
16,985
+6694%
增持
WDC
WESTERN DIGITAL CORP
+$1.6M
10,592
+352967%
减持
QQQM
INVESCO EXCH TRADED FD TR II
+$1.6M
85,988
-3%
增持
JBBB
JANUS DETROIT STR TR
+$1.6M
75,752
+78%
清仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
-$1.6M
0
-100%
减持
—
SPOTIFY TECHNOLOGY S A
-$1.6M
2,122
-55%
清仓
SLX
VANECK ETF TRUST
-$1.6M
0
-100%
建仓
PYPL
PAYPAL HLDGS INC
+$1.6M
22,519
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$1.5M
58,941
+48%
建仓
QTUM
ETF SER SOLUTIONS
+$1.5M
13,058
增持
PEP
PEPSICO INC
+$1.5M
10,301
+22293%
建仓
BOTZ
GLOBAL X FDS
+$1.5M
38,976
建仓
—
NEBIUS GROUP N.V.
+$1.4M
11,062
减持
V
VISA INC
-$1.4M
9,480
-29%
减持
DG
DOLLAR GENL
-$1.4M
100
-99%
减持
USFR
WISDOMTREE TR
-$1.4M
61,184
-31%
清仓
AMAT
APPLIED MATLS INC
-$1.4M
0
-100%
建仓
—
FRONTIER COMMUNICATIONS PARE
+$1.3M
35,751
增持
TSLA
TESLA INC
+$1.3M
5,874
+34%
建仓
ZETA
ZETA GLOBAL HOLDINGS CORP
+$1.3M
72,171
建仓
CPLB
NEW YORK LIFE INVTS ACTIVE E
+$1.3M
60,673
减持
JQUA
J P MORGAN EXCHANGE TRADED F
-$1.3M
3,349
-86%
减持
TBIL
RBB FD INC
-$1.3M
53,379
-32%
增持
ROBO
ROBO GLOBAL
+$1.3M
18,719
+3629%
增持
JGRO
J P MORGAN EXCHANGE TRADED F
+$1.2M
28,848
+64%
清仓
TMC
TMC THE METALS COMPANY INC
-$1.2M
0
-100%
清仓
KLAC
KLA CORP
-$1.2M
0
-100%
增持
IWN
ISHARES TR
+$1.2M
17,462
+48%
清仓
QQA
INVESCO ACTIVELY MANAGED EXC
-$1.1M
0
-100%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$1.1M
20,021
-58%
建仓
RWL
INVESCO EXCH TRADED FD TR II
+$1.1M
9,691
增持
HIMS
HIMS & HERS HEALTH INC
+$1.1M
105,335
+88%
增持
—
CAPRI HOLDINGS LIMITED
+$1.0M
67,792
+243%
减持
SPY
SPDR S&P 500 ETF TR
+$1.0M
23,917
-1%
增持
VUG
VANGUARD INDEX FDS
+$1.0M
9,279
+17%
减持
LRCX
LAM RESEARCH CORP
+$946.5K
15,571
-2%
增持
LLY
ELI LILLY & CO
+$935.0K
3,131
+33%
建仓
—
MONDAY COM LTD
+$892.8K
4,350
清仓
ROKU
ROKU INC
-$860.7K
0
-100%
减持
MUSI
AMERICAN CENTY ETF TR
-$853.4K
32,231
-38%
建仓
CELH
CELSIUS HLDGS INC
+$851.5K
14,138
增持
UNH
UNITEDHEALTH GROUP INC
+$841.4K
8,719
+2%
建仓
IDMO
INVESCO EXCH TRADED FD TR II
+$817.0K
15,154
建仓
PICB
INVESCO EXCH TRADED FD TR II
+$794.8K
33,619
增持
JAAA
JANUS DETROIT STR TR
+$781.3K
120,766
+15%
建仓
TPR
TAPESTRY INC
+$775.3K
7,060
减持
QGRO
AMERICAN CENTY ETF TR
-$770.7K
11,267
-40%
清仓
EPOL
ISHARES TR
-$762.1K
0
-100%
清仓
IAK
ISHARES TR
-$759.9K
0
-100%
清仓
RH
RH
-$720.1K
0
-100%
清仓
MTDR
MATADOR RES CO
-$713.8K
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$709.0K
28,643
-0%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$703.5K
106,022
-1%
建仓
HYGW
ISHARES TR
+$703.2K
23,249
减持
PM
PHILIP MORRIS INTL INC
-$685.0K
2,135
-65%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$679.5K
10,418
+8%
增持
MAGS
LISTED FDS TR
+$676.1K
63,146
+2%
减持
RSP
INVESCO S&P
-$649.5K
39,327
-10%
减持
SHOP
SHOPIFY INC
+$647.5K
12,661
-0%
建仓
NVO
NOVO-NORDISK A S
+$615.0K
12,433
建仓
OMFS
INVESCO EXCH TRD SLF IDX FD
+$610.2K
13,999
清仓
—
UNILEVER PLC
-$600.7K
0
-100%
减持
NET
CLOUDFLARE INC
+$600.6K
16,097
-4%
建仓
SIL
GLOBAL X FDS
+$584.5K
8,782
减持
SGOV
ISHARES TR
-$576.2K
55,414
-9%
增持
JPM
JPMORGAN CHASE & CO.
+$568.0K
7,882
+24%
减持
KORP
AMERICAN CENTY ETF TR
-$548.6K
19,286
-38%
增持
META
META PLATFORMS INC
+$542.3K
6,068
+38%
清仓
EWG
ISHARES INC
-$508.2K
0
-100%
清仓
JAVA
J P MORGAN EXCHANGE TRADED F
-$506.4K
0
-100%
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$504.3K
55,145
-15%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$484.6K
75,735
+1%
减持
IAU
ISHARES GOLD TR
-$474.7K
56,932
-26%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$472.7K
27,990
-27%
减持
DVY
ISHARES TR
-$430.7K
6,172
-35%
清仓
PLNT
PLANET FITNESS INC
-$429.8K
0
-100%
清仓
DASH
DOORDASH INC
-$421.4K
0
-100%
减持
JBND
J P MORGAN EXCHANGE TRADED F
-$418.4K
7,053
-53%
建仓
RVER
ADVISOR MANAGED PORTFOLIOS
+$417.9K
12,657
减持
AVGO
BROADCOM INC
+$409.8K
5,672
-1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$402.0K
15,055
+134%
清仓
KDP
KEURIG DR PEPPER INC
-$389.0K
0
-100%
减持
LMND
LEMONADE INC
+$384.0K
19,455
-7%
建仓
MP
MP MATERIALS CORP
+$376.3K
5,965
减持
JPST
JPMORGAN
-$374.9K
4
-100%
减持
SHV
ISHARES TR
-$339.7K
4,361
-41%
减持
IVV
ISHARES TR
+$339.3K
7,629
-1%
减持
OSCR
OSCAR HEALTH INC
-$331.7K
103,822
-34%
增持
AMLP
ALPS ETF TR
-$327.2K
141,017
+2%
建仓
ONTO
ONTO INNOVATION INC
+$309.1K
2,290
减持
DLTR
DOLLAR TREE
-$307.0K
12
-100%
增持
JNJ
JOHNSON & JOHNSON
+$306.1K
2,368
+162%
减持
MO
ALTRIA GROUP INC
-$303.7K
41,920
-3%
增持
AVEM
AMERICAN CENTY ETF TR
+$303.2K
13,843
+24%
增持
VOO
VANGUARD S&P
+$285.8K
2,107
+18%
减持
AMZN
AMAZON COM INC
+$280.2K
35,926
-1%
减持
IVOL
KRANESHARES TRUST
-$279.9K
88,562
-14%
建仓
TXG
10X GENOMICS INC
+$274.9K
20,152
增持
IPKW
INVESCO EXCH TRADED FD TR II
+$264.8K
19,435
+27%
增持
INTC
INTEL CORP
+$257.6K
7,597
+375%
建仓
GDXJ
VANECK ETF TRUST
+$247.8K
2,645
建仓
CRWV
COREWEAVE INC
+$242.8K
1,816
减持
TCAF
T ROWE PRICE ETF INC
+$239.3K
187,399
-2%
减持
XLI
SELECT SECTOR SPDR TR
-$233.2K
11,402
-13%
清仓
STKL
SUNOPTA INC
-$230.8K
0
-100%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$230.8K
5,598
-47%
增持
AGG
ISHARES TR
+$230.0K
2,332
+5082%
建仓
FEOE
RBB FUND TRUST
+$228.6K
4,920
增持
PCT
PURECYCLE TECHNOLOGIES INC
-$228.3K
128,678
+0%
清仓
PZZA
PAPA JOHNS INTL INC
-$227.0K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$223.7K
412
清仓
HTD
HANCOCK JOHN TAX-ADVANTAGED
-$220.6K
0
-100%
建仓
TJX
TJX COS INC NEW
+$219.0K
1,563
