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Fortress Wealth Group, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fortress Wealth Group, LLC
报告期 2026-03-31 · CIK 0001862067
持仓数
125
前50大市值合计
$228.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 88 项
建仓 5
增持 62
减持 15
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$693.0K
229,149
+10%
增持
IJH
ISHARES TR
+$425.0K
28,740
+8%
增持
VUG
VANGUARD INDEX FDS
+$410.0K
41,039
+2%
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。
建仓
NFLX
NETFLIX INC
+$374.0K
612
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$370.0K
231,472
+5%
建仓
CRM
SALESFORCE COM INC
+$370.0K
1,364
建仓
BSV
VANGUARD BD INDEX FDS
+$352.0K
4,291
减持
AMLP
ALPS ETF TR
-$327.0K
6,019
-58%
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$325.0K
13,710
增持
IWV
ISHARES TR
+$293.0K
8,057
+17%
增持
TSLA
TESLA INC
+$266.0K
915
+40%
清仓
PFE
PFIZER INC
-$259.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$250.0K
9,575
+93%
清仓
EEM
ISHARES TR
-$237.0K
0
-100%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$214.0K
0
-100%
清仓
PEJ
INVESCO EXCHANGE TRADED FD T
-$205.0K
0
-100%
清仓
HAL
HALLIBURTON CO
-$203.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$200.0K
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$199.0K
10,423
-35%
减持
DEED
FIRST TR EXCHNG TRADED FD VI
-$186.0K
24,646
-23%
增持
JPM
JPMORGAN CHASE & CO
+$170.0K
7,849
+10%
增持
QQQ
INVESCO QQQ TR
+$165.0K
40,324
+0%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$160.0K
22,506
+47%
增持
VTV
VANGUARD INDEX FDS
+$142.0K
13,029
+10%
增持
INTC
INTEL CORP
+$140.0K
9,823
+44%
减持
XLE
SELECT SECTOR SPDR TR
-$139.0K
5,790
-29%
增持
ACWX
ISHARES TR
+$131.0K
12,987
+27%
减持
USMV
ISHARES TR
-$129.0K
12,037
-13%
增持
BAC
BK OF AMERICA CORP
+$118.0K
8,333
+46%
增持
BA
BOEING CO
-$115.0K
9,442
+3%
增持
MSFT
MICROSOFT CORP
+$112.0K
8,302
+1%
增持
IIPR
INNOVATIVE INDL PPTYS INC
+$109.0K
2,345
+3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$99.0K
6,030
-3%
增持
PANW
PALO ALTO NETWORKS INC
+$98.0K
822
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$92.0K
14,869
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$87.0K
8,456
+15%
增持
EMB
ISHARES TR
+$86.0K
6,310
+17%
增持
PG
PROCTER AND GAMBLE CO
+$82.0K
5,086
+9%
减持
MTUM
ISHARES TR
-$78.0K
4,769
-10%
增持
NVDA
NVIDIA CORPORATION
+$71.0K
12,814
+297%
增持
AGG
ISHARES TR
+$69.0K
12,252
+6%
增持
CMCSA
COMCAST CORP NEW
+$68.0K
7,135
+23%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$66.0K
2,340
+11%
增持
VZ
VERIZON COMMUNICATIONS INC
+$65.0K
7,632
+23%
增持
MELI
MERCADOLIBRE INC
+$65.0K
197
+15%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$62.0K
3,195
+10%
增持
IJR
ISHARES TR
-$55.0K
44,046
+2%
减持
AAPL
APPLE INC
-$48.0K
18,847
-5%
增持
HD
HOME DEPOT INC
+$47.0K
1,487
+8%
增持
—
BROOKFIELD ASSET MGMT INC
+$36.0K
6,443
+6%
增持
JNJ
JOHNSON & JOHNSON
+$33.0K
6,705
+5%
增持
AMT
AMERICAN TOWER CORP NEW
+$33.0K
1,268
+13%
减持
ON
ON SEMICONDUCTOR CORP
-$32.0K
12,630
-21%
增持
V
VISA INC
+$31.0K
1,729
+14%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$28.0K
661
+10%
增持
DLR
DIGITAL RLTY TR INC
+$28.0K
2,745
+12%
增持
AMAT
APPLIED MATLS INC
-$27.0K
1,966
+0%
增持
MA
MASTERCARD INCORPORATED
+$27.0K
1,800
+10%
增持
PYPL
PAYPAL HLDGS INC
+$24.0K
1,485
+19%
增持
TOL
TOLL BROTHERS INC
+$22.0K
5,226
+13%
增持
DBEF
DBX ETF TR
+$21.0K
6,156
+9%
增持
TFC
TRUIST FINL CORP
+$21.0K
6,092
+1%
增持
SHOP
SHOPIFY INC
-$19.0K
233
+2%
增持
KKR
KKR & CO INC
+$19.0K
5,965
+3%
增持
ITW
ILLINOIS TOOL WKS INC
-$16.0K
1,031
+0%
增持
DIS
DISNEY WALT CO
+$14.0K
3,976
+6%
增持
DRI
DARDEN RESTAURANTS INC
+$14.0K
2,181
+1%
减持
FSK
FS KKR CAP CORP
-$13.0K
32,528
-4%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$13.0K
1,461
+0%
增持
AMZN
AMAZON COM INC
-$13.0K
438
+4%
增持
BABA
ALIBABA GROUP HLDG LTD
-$12.0K
1,855
+47%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$12.0K
1,673
+0%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$11.0K
17,940
-3%
增持
UNH
UNITEDHEALTH GROUP INC
+$11.0K
1,009
+6%
减持
GOOG
ALPHABET INC
+$8.0K
204
-5%
减持
SCZ
ISHARES TR
-$7.0K
2,694
-4%
增持
KO
COCA COLA CO
-$6.0K
3,841
+0%
增持
TTD
THE TRADE DESK INC
+$6.0K
4,742
+12%
增持
PEP
PEPSICO INC
+$5.0K
1,568
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$3.0K
3,030
+1%
增持
META
FACEBOOK INC
-$3.0K
1,398
+2%
增持
RUN
SUNRUN INC
+$3.0K
7,142
+28%
减持
VYM
VANGUARD WHITEHALL FDS
-$3.0K
2,289
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$3.0K
1,532
+0%
建仓
—
NEW ORIENTAL ED & TECHNOLOGY
+$2.0K
10,000
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$1.0K
11,821
+2%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
+$1.0K
24,233
+1%
增持
EFA
ISHARES TR
-$1.0K
3,123
+1%