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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 48
增持 45
减持 42
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$11.9M
134,655
-42%
减持
QQQM
INVESCO EXCH TRADED FD TR II
-$9.4M
50,285
-42%
减持
BIL
SPDR SERIES TRUST
-$9.2M
279,437
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。
-26%
减持
SPYM
STATE STREET
-$6.6M
155,203
-35%
增持
IWO
ISHARES TR
+$5.7M
43,677
+61%
减持
TLT
ISHARES TR
-$5.6M
40,590
-60%
减持
TCAF
T ROWE PRICE ETF INC
-$4.5M
72,629
-61%
建仓
SPHB
INVESCO EXCH TRADED FD TR II
+$4.2M
34,738
减持
BILS
SPDR SERIES TRUST
-$4.1M
66,451
-38%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$4.0M
54,613
减持
HIMS
HIMS & HERS HEALTH INC
-$4.0M
30,628
-71%
增持
NVO
NOVO-NORDISK A S
+$3.9M
75,204
+505%
减持
NKE
NIKE INC
-$3.8M
470
-99%
增持
SLV
ISHARES SILVER TR
+$3.8M
109,626
+8%
清仓
USDU
WISDOMTREE TR
-$3.7M
0
-100%
减持
IWM
ISHARES TR
-$3.3M
17,468
-45%
建仓
JAVA
J P MORGAN EXCHANGE TRADED F
+$3.2M
42,603
建仓
EXPD
EXPEDITORS INTL WASH INC
+$3.2M
19,890
清仓
JGRO
J P MORGAN EXCHANGE TRADED F
-$2.8M
0
-100%
增持
GVAL
CAMBRIA ETF TR
+$2.7M
128,859
+122%
减持
GLD
SPDR GOLD TR
+$2.5M
36,365
-2%
减持
JD
JD.COM INC
-$2.2M
8,802
-88%
建仓
ILF
ISHARES TR
+$2.2M
61,371
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.2M
23,263
-17%
减持
SOFI
SOFI TECHNOLOGIES INC
-$2.2M
75,957
-42%
减持
NET
CLOUDFLARE INC
-$2.1M
11,368
-29%
建仓
OILK
PROSHARES TR
+$2.0M
48,386
减持
VGK
VANGUARD INTL EQUITY INDEX F
-$2.0M
27,517
-50%
建仓
ROKU
ROKU INC
+$2.0M
21,058
建仓
NIKL
SPROTT FDS TR
+$2.0M
110,971
增持
FDX
FEDEX CORP
+$2.0M
6,172
+12244%
建仓
FRPT
FRESHPET INC
+$2.0M
28,259
建仓
FXI
ISHARES TR
+$1.9M
47,210
建仓
PCAR
PACCAR INC
+$1.9M
15,067
减持
QQQ
INVESCO QQQ TR
-$1.8M
44,300
-5%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$1.8M
19,414
增持
COST
COSTCO WHSL CORP NEW
+$1.8M
3,635
+108%
增持
RTX
RTX CORPORATION
+$1.8M
9,135
+7388%
建仓
KWEB
KRANESHARES TRUST
+$1.8M
50,641
增持
FIVE
FIVE BELOW INC
+$1.7M
9,116
+18132%
增持
JNJ
JOHNSON & JOHNSON
+$1.7M
9,570
+304%
建仓
ROK
ROCKWELL AUTOMATION INC
+$1.7M
3,965
建仓
COPX
GLOBAL X FDS
+$1.7M
19,547
增持
BIDU
BAIDU INC
+$1.7M
10,881
+13501%
建仓
AVLV
AMERICAN CENTY ETF TR
+$1.6M
20,297
增持
EWJ
ISHARES MSCI
+$1.6M
19,039
+126827%
减持
GOOGL
ALPHABET INC
+$1.6M
30,718
-2%
增持
EWY
ISHARES MSCI
+$1.6M
12,825
+160213%
清仓
PYPL
PAYPAL HLDGS INC
-$1.6M
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$1.5M
19,276
增持
IAU
ISHARES GOLD TR
+$1.5M
63,626
+12%
增持
VT
VANGUARD TOTAL
+$1.5M
10,446
+8190%
减持
SPY
SPDR S&P 500 ETF TR
-$1.5M
21,428
-10%
减持
XLV
STATE STREET
-$1.4M
13,098
-46%
清仓
—
NEBIUS GROUP N.V.
-$1.4M
0
-100%
增持
TXG
10X GENOMICS INC
+$1.4M
82,918
+311%
清仓
—
FRONTIER COMMUNICATIONS PARE
-$1.3M
0
-100%
建仓
SE
SEA LTD
+$1.3M
11,140
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$1.3M
40,991
-46%
增持
RSP
INVESCO S&P
+$1.2M
43,575
+11%
减持
XLI
STATE STREET
-$1.2M
3,293
-71%
建仓
WRBY
WARBY PARKER INC
+$1.2M
47,191
减持
SPHQ
INVESCO EXCHANGE TRADED FD T
-$1.2M
41,225
-30%
减持
IOO
ISHARES TR
-$1.2M
4,803
-66%
建仓
RZV
INVESCO EXCHANGE TRADED FD T
+$1.2M
9,067
增持
XLE
SELECT SECTOR SPDR TR
+$1.2M
28,875
+690%
减持
LRCX
LAM RESEARCH CORP
+$1.1M
15,414
-1%
建仓
CWB
SPDR SERIES TRUST
+$1.1M
12,067
清仓
AVUV
AMERICAN CENTY ETF TR
-$1.1M
0
-100%
增持
GDX
VANECK ETF TRUST
+$1.1M
44,678
+4%
减持
WDC
WESTERN DIGITAL CORP
+$1.0M
10,381
-2%
增持
LLY
ELI LILLY & CO
+$1.0M
3,545
+13%
建仓
SMH
VANECK ETF TRUST
+$968.5K
2,401
增持
META
META PLATFORMS INC
+$963.8K
6,860
+13%
增持
SBUX
STARBUCKS CORP
+$962.6K
11,031
+1870%
建仓
TDVG
T ROWE PRICE ETF INC
+$948.0K
20,730
清仓
—
MONDAY COM LTD
-$892.8K
0
-100%
减持
SGOV
ISHARES TR
-$878.3K
46,718
-16%
增持
OSCR
OSCAR HEALTH INC
+$855.7K
189,857
+83%
清仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$854.1K
0
-100%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$842.5K
105,061
-1%
建仓
EWC
ISHARES INC
+$842.3K
15,524
建仓
—
VIKING HOLDINGS LTD
+$822.2K
11,396
增持
TPR
TAPESTRY INC
+$812.1K
12,508
+77%
增持
TIP
ISHARES TR
+$811.8K
7,468
+6176%
建仓
EMB
ISHARES TR
+$811.3K
8,400
建仓
REAL
THE REALREAL INC
+$801.1K
54,605
建仓
DRI
DARDEN RESTAURANTS INC
+$797.0K
3,998
建仓
CAH
CARDINAL HEALTH INC
+$793.6K
3,693
建仓
EAT
BRINKER INTL INC
+$792.2K
5,023
建仓
OC
OWENS CORNING NEW
+$790.2K
6,594
建仓
FIG
FIGMA INC
+$787.0K
30,361
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$786.2K
238,107
+85%
清仓
ICLO
INVESCO ACTIVELY MANAGED EXC
-$781.2K
0
-100%
增持
DG
DOLLAR GENL
+$780.7K
5,522
+5422%
减持
IVOL
KRANESHARES TRUST
-$740.2K
50,738
-43%
建仓
—
IREN LIMITED
+$735.7K
13,690
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$733.6K
4,825
清仓
HELO
J P MORGAN EXCHANGE TRADED F
-$716.8K
0
-100%
减持
—
EXXON MOBIL CORP
+$716.4K
33,386
-2%
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$698.7K
0
-100%
建仓
RH
RH
+$695.9K
3,500
增持
JBBB
JANUS DETROIT STR TR
+$690.5K
90,756
+20%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$687.8K
5,693
-37%
减持
PALL
ABRDN PALLADIUM ETF TRUST
-$621.7K
18,799
-30%
增持
XLP
STATE STREET
+$616.9K
10,486
+209%
增持
TMUS
T-MOBILE US INC
+$615.3K
4,205
+313%
建仓
HEFA
ISHARES TR
+$613.2K
14,324
增持
FEOE
RBB FUND TRUST
+$612.3K
16,385
+233%
清仓
IGOV
ISHARES TR
-$611.3K
0
-100%
增持
RWL
INVESCO EXCH TRADED FD TR II
+$597.4K
14,250
+47%
增持
AMLP
ALPS ETF TR
+$578.8K
143,044
+1%
增持
CLOX
SERIES PORTFOLIOS TR
+$575.4K
54,760
+69%
减持
KORP
AMERICAN CENTY ETF TR
-$571.1K
7,318
-62%
减持
SHOP
SHOPIFY INC
-$567.1K
12,423
-2%
减持
MO
ALTRIA GROUP INC
-$561.9K
29,251
-30%
减持
USFR
WISDOMTREE TR
-$559.9K
49,967
-18%
建仓
PMBS
PIMCO ETF TR
+$539.0K
10,762
建仓
SCHJ
SCHWAB STRATEGIC TR
+$524.1K
20,980
减持
MMM
3M COMPANY
-$518.4K
150
-95%
增持
SYM
SYMBOTIC INC
+$506.1K
16,898
+232%
清仓
SCHG
SCHWAB STRATEGIC TR
-$502.1K
0
-100%
增持
SPHD
INVESCO EXCH TRADED FD TR II
+$498.0K
126,337
+2%
增持
AAPL
APPLE INC
-$464.1K
57,055
+0%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$460.0K
31,683
建仓
LIT
GLOBAL X FDS
+$459.6K
6,570
增持
SIL
GLOBAL X FDS
+$456.2K
11,036
+26%
增持
HYG
ISHARES TR
+$445.5K
8,191
+202%
建仓
CLOZ
SERIES PORTFOLIOS TR
+$442.8K
16,536
增持
SHV
ISHARES TR
+$428.2K
8,240
+89%
建仓
URA
GLOBAL X FDS
+$408.0K
7,419
增持
QGRO
AMERICAN CENTY ETF TR
+$386.0K
14,966
+33%
减持
BABA
ALIBABA GROUP HLDG LTD
-$374.0K
9,455
-18%
建仓
IYT
ISHARES TR
+$368.4K
4,811
增持
CPLB
NEW YORK LIFE INVTS ACTIVE E
+$364.9K
78,405
+29%
减持
—
SPOTIFY TECHNOLOGY S A
-$350.9K
2,078
-2%
增持
ZETA
ZETA GLOBAL HOLDINGS CORP
+$324.9K
87,365
+21%
减持
USMV
ISHARES TR
-$317.4K
15,002
-20%
建仓
PINK
SIMPLIFY EXCHANGE TRADED FUN
+$317.2K
8,813
建仓
FTXR
FIRST TR EXCHANGE TRADED FD
+$308.3K
7,721
增持
IWN
ISHARES TR
+$297.7K
17,489
+0%
增持
MSFT
MICROSOFT CORP
-$297.3K
11,245
+12%
建仓
ALB
ALBEMARLE CORP
+$285.0K
1,670
增持
COIN
COINBASE GLOBAL INC
-$281.8K
5,415
+39%
建仓
XRT
SPDR SERIES TRUST
+$277.6K
3,216
清仓
JCPB
J P MORGAN EXCHANGE TRADED F
-$266.7K
0
-100%
减持
TSLA
TESLA INC
-$264.7K
5,581
-5%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$263.2K
72,417
-4%
建仓
SCHD
SCHWAB STRATEGIC TR
+$252.7K
8,473
清仓
GDXJ
VANECK ETF TRUST
-$247.8K
0
-100%
