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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 97 项
建仓 13
增持 64
减持 15
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$4.9M
305,122
+32%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$3.9M
305,587
+33%
增持
QQQ
INVESCO QQQ TR
+$1.9M
44,425
+10%
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
VUG
VANGUARD INDEX FDS
+$1.5M
45,627
+11%
增持
AAPL
APPLE INC
+$810.0K
19,725
+5%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$728.0K
3,669
-39%
减持
NVDA
NVIDIA CORPORATION
+$699.0K
12,556
-2%
清仓
DEED
FIRST TR EXCHNG TRADED FD VI
-$639.0K
0
-100%
增持
IJH
ISHARES TR
+$570.0K
29,970
+4%
建仓
PFE
PFIZER INC
+$554.0K
10,771
建仓
COST
COSTCO WHSL CORP NEW
+$489.0K
925
增持
SPY
SPDR S&P 500 ETF TR
+$440.0K
14,909
+0%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$412.0K
0
-100%
建仓
CSCO
CISCO SYS INC
+$401.0K
7,125
清仓
PYPL
PAYPAL HLDGS INC
-$386.0K
0
-100%
清仓
BSV
VANGUARD BD INDEX FDS
-$352.0K
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$350.0K
3,532
+131%
建仓
NEE
NEXTERA ENERGY INC
+$334.0K
4,354
减持
INTC
INTEL CORP
-$309.0K
4,282
-56%
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$296.0K
501
建仓
HAL
HALLIBURTON CO
+$286.0K
8,765
建仓
—
CRISPR THERAPEUTICS AG
+$280.0K
4,310
减持
FSK
FS KKR CAP CORP
-$273.0K
19,878
-39%
增持
TSLA
TESLA INC
+$246.0K
1,026
+12%
减持
MSFT
MICROSOFT CORP
+$237.0K
8,281
-0%
建仓
FTNT
FORTINET INC
+$232.0K
702
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$232.0K
3,423
+7%
增持
VTV
VANGUARD INDEX FDS
+$223.0K
13,332
+2%
建仓
IRT
INDEPENDENCE RLTY TR INC
+$220.0K
9,183
增持
—
EXXON MOBIL CORP
+$219.0K
9,903
+3%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$212.0K
3,162
建仓
MU
MICRON TECHNOLOGY INC
+$211.0K
2,400
建仓
LLY
LILLY ELI & CO
+$205.0K
842
建仓
SLB
SCHLUMBERGER LTD
+$203.0K
5,140
减持
ON
ON SEMICONDUCTOR CORP
+$200.0K
11,605
-8%
增持
PANW
PALO ALTO NETWORKS INC
+$149.0K
1,015
+23%
减持
OBDC
OWL ROCK CAPITAL CORPORATION
-$145.0K
13,168
-46%
增持
META
META PLATFORMS INC
-$143.0K
1,426
+2%
减持
AGG
ISHARES TR
-$140.0K
11,476
-6%
增持
IWV
ISHARES TR
+$126.0K
8,191
+2%
减持
MTUM
ISHARES TR
-$115.0K
4,208
-12%
增持
TTD
THE TRADE DESK INC
+$113.0K
5,581
+18%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$106.0K
13,420
+37%
增持
KKR
KKR & CO INC
+$106.0K
6,811
+14%
减持
UNH
UNITEDHEALTH GROUP INC
+$105.0K
1,001
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$102.0K
5,861
+1%
减持
PG
PROCTER AND GAMBLE CO
+$100.0K
5,084
-0%
增持
—
BROOKFIELD ASSET MGMT INC
+$97.0K
7,765
+21%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$96.0K
16,314
+19%
增持
RUN
SUNRUN INC
-$92.0K
8,688
+22%
增持
TOL
TOLL BROTHERS INC
+$90.0K
6,586
+26%
增持
MA
MASTERCARD INCORPORATED
+$88.0K
1,871
+4%
增持
GOOG
ALPHABET INC
+$87.0K
223
+9%
减持
USMV
ISHARES TR
-$84.0K
10,433
-13%
增持
DLR
DIGITAL RLTY TR INC
+$84.0K
3,268
+19%
增持
BAC
BK OF AMERICA CORP
+$82.0K
8,848
+6%
增持
SCZ
ISHARES TR
+$78.0K
3,963
+47%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$76.0K
2,784
+19%
增持
NFLX
NETFLIX INC
-$73.0K
730
+19%
增持
JNJ
JOHNSON & JOHNSON
+$73.0K
6,738
+0%
增持
TFC
TRUIST FINL CORP
+$69.0K
6,501
+7%
增持
AFGR
FIRST TR EXCHNG TRADED FD VI
-$69.0K
45,284
+5%
增持
BA
BOEING CO
+$68.0K
9,935
+5%
增持
AMT
AMERICAN TOWER CORP NEW
+$67.0K
1,612
+27%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$66.0K
17,945
+0%
增持
AMZN
AMAZON COM INC
+$63.0K
466
+6%
增持
CRM
SALESFORCE COM INC
-$59.0K
1,400
+3%
增持
V
VISA INC
+$50.0K
1,883
+9%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$46.0K
11,824
+0%
减持
HD
HOME DEPOT INC
+$46.0K
1,466
-1%
增持
CMCSA
COMCAST CORP NEW
-$43.0K
7,145
+0%
增持
XLF
SELECT SECTOR SPDR TR
+$39.0K
10,468
+0%
增持
PEP
PEPSICO INC
+$35.0K
1,578
+1%
增持
AMLP
ALPS ETF TR
+$34.0K
6,150
+2%
增持
KO
COCA COLA CO
+$33.0K
3,854
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$33.0K
8,318
-2%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$32.0K
3,046
+1%
增持
ACWX
ISHARES TR
+$32.0K
13,541
+4%
增持
BKLN
INVESCO EXCH TRADED FD TR II
+$31.0K
23,996
+7%
增持
AMAT
APPLIED MATLS INC
+$31.0K
1,968
+0%
增持
BABA
ALIBABA GROUP HLDG LTD
+$29.0K
2,400
+29%
增持
DIS
DISNEY WALT CO
-$27.0K
4,388
+10%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$24.0K
1,467
+0%
增持
ITW
ILLINOIS TOOL WKS INC
+$23.0K
1,042
+1%
增持
IIPR
INNOVATIVE INDL PPTYS INC
-$23.0K
2,655
+13%
增持
EFA
ISHARES TR
+$23.0K
3,434
+10%
增持
DBEF
DBX ETF TR
+$19.0K
6,462
+5%
增持
MELI
MERCADOLIBRE INC
+$18.0K
308
+56%
增持
SHOP
SHOPIFY INC
-$17.0K
323
+39%
增持
EMB
ISHARES TR
+$16.0K
6,816
+8%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
-$16.0K
700
+6%
增持
JPM
JPMORGAN CHASE & CO
-$13.0K
8,126
+4%
增持
IJR
ISHARES TR
-$13.0K
44,347
+1%
减持
VYM
VANGUARD WHITEHALL FDS
+$6.0K
2,134
-7%
增持
DRI
DARDEN RESTAURANTS INC
-$5.0K
2,216
+2%
清仓
—
NEW ORIENTAL ED & TECHNOLOGY
-$2.0K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$0
1,681
+0%
