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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 88 项
建仓 4
增持 29
减持 49
清仓 6
方向
标的
Δ市值
现股数(环比)
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$6.2M
230,247
+1616%
减持
IJR
ISHARES TR
-$3.9M
8,036
-82%
增持
XLE
SELECT SECTOR SPDR TR
+$3.0M
44,717
+663%
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
VUG
VANGUARD INDEX FDS
-$2.7M
37,242
-18%
减持
IJH
ISHARES TR
-$2.3M
21,759
-27%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$1.6M
292,155
-4%
建仓
FLOT
ISHARES TR
+$1.5M
29,158
减持
AFGR
FIRST TR EXCHNG TRADED FD VI
-$837.0K
11,455
-75%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$633.0K
2,787
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$513.0K
7,548
-58%
减持
QQQ
INVESCO QQQ TR
-$502.0K
43,553
-2%
增持
NEE
NEXTERA ENERGY INC
+$474.0K
9,533
+119%
清仓
TTD
THE TRADE DESK INC
-$446.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$430.0K
10,713
-15%
清仓
EMLP
FIRST TR EXCHANGE-TRADED FD
-$421.0K
0
-100%
减持
AAPL
APPLE INC
-$354.0K
17,886
-9%
建仓
CI
CIGNA CORP NEW
+$350.0K
1,459
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$330.0K
296,052
-3%
减持
BA
BOEING CO
-$311.0K
9,577
-4%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$304.0K
0
-100%
增持
GOOG
ALPHABET INC
+$240.0K
312
+40%
清仓
FTNT
FORTINET INC
-$232.0K
0
-100%
增持
TFC
TRUIST FINL CORP
+$227.0K
11,509
+77%
清仓
RUN
SUNRUN INC
-$222.0K
0
-100%
建仓
HGER
HARBOR ETF TRUST
+$217.0K
9,501
清仓
MU
MICRON TECHNOLOGY INC
-$211.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$197.0K
7,719
-7%
减持
ON
ON SEMICONDUCTOR CORP
-$184.0K
9,490
-18%
减持
JPM
JPMORGAN CHASE & CO
-$166.0K
8,112
-0%
减持
KKR
KKR & CO INC
-$136.0K
5,696
-16%
减持
EMB
ISHARES TR
-$131.0K
5,937
-13%
减持
IWV
ISHARES TR
-$115.0K
7,866
-4%
减持
PANW
PALO ALTO NETWORKS INC
-$113.0K
690
-32%
减持
SPY
SPDR S&P 500 ETF TR
-$110.0K
14,858
-0%
减持
USMV
ISHARES TR
-$106.0K
8,964
-14%
减持
—
BROOKFIELD ASSET MGMT INC
-$104.0K
5,976
-23%
增持
—
CRISPR THERAPEUTICS AG
+$98.0K
6,025
+40%
减持
DLR
DIGITAL RLTY TR INC
-$94.0K
2,719
-17%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$84.0K
643
+28%
增持
VTV
VANGUARD INDEX FDS
+$79.0K
13,980
+5%
减持
AMAT
APPLIED MATLS INC
-$79.0K
1,554
-21%
减持
TOL
TOLL BROTHERS INC
-$75.0K
6,457
-2%
减持
CRM
SALESFORCE COM INC
-$74.0K
1,114
-20%
增持
AMZN
AMAZON COM INC
+$73.0K
483
+4%
减持
BAC
BK OF AMERICA CORP
-$73.0K
8,797
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$72.0K
3,193
-10%
减持
NFLX
NETFLIX INC
-$67.0K
624
-15%
减持
TSLA
TESLA INC
-$66.0K
826
-19%
增持
—
EXXON MOBIL CORP
+$65.0K
10,250
+4%
减持
SCZ
ISHARES TR
-$55.0K
3,358
-15%
减持
MTUM
ISHARES TR
-$54.0K
3,969
-6%
减持
MA
MASTERCARD INCORPORATED
-$47.0K
1,865
-0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$47.0K
697
-0%
增持
HAL
HALLIBURTON CO
+$46.0K
8,766
+0%
减持
DIS
DISNEY WALT CO
-$45.0K
4,382
-0%
增持
COST
COSTCO WHSL CORP NEW
+$44.0K
926
+0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$39.0K
3,672
+0%
增持
JNJ
JOHNSON & JOHNSON
+$39.0K
6,740
+0%
减持
AMT
AMERICAN TOWER CORP NEW
-$39.0K
1,451
-10%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$37.0K
2,391
-14%
减持
PG
PROCTER AND GAMBLE CO
-$36.0K
5,072
-0%
增持
KO
COCA COLA CO
+$35.0K
4,354
+13%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$29.0K
3,046
-11%
减持
FSK
FS KKR CAP CORP
-$28.0K
18,235
-8%
增持
AGG
ISHARES TR
-$27.0K
11,581
+1%
增持
XLF
SELECT SECTOR SPDR TR
-$27.0K
10,504
+0%
减持
CMCSA
COMCAST CORP NEW
-$22.0K
7,123
-0%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$20.0K
2,430
-8%
减持
V
VISA INC
-$19.0K
1,877
-0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$15.0K
8,316
-0%
减持
EFA
ISHARES TR
-$15.0K
3,428
-0%
增持
SHOP
SHOPIFY INC
-$14.0K
421
+30%
增持
META
META PLATFORMS INC
-$12.0K
1,435
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$12.0K
1,690
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$11.0K
3,060
+0%
增持
ACWX
ISHARES TR
+$11.0K
14,605
+8%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$10.0K
11,825
+0%
增持
DBEF
DBX ETF TR
+$10.0K
6,925
+7%
减持
UNH
UNITEDHEALTH GROUP INC
+$9.0K
996
-0%
增持
PEP
PEPSICO INC
-$5.0K
1,588
+1%
增持
AMLP
ALPS ETF TR
+$5.0K
6,268
+2%
减持
CSCO
CISCO SYS INC
-$4.0K
7,116
-0%
增持
BKLN
INVESCO EXCH TRADED FD TR II
-$4.0K
24,105
+0%
减持
PFE
PFIZER INC
-$4.0K
10,632
-1%
增持
VYM
VANGUARD WHITEHALL FDS
-$3.0K
2,136
+0%
增持
INTC
INTEL CORP
-$2.0K
4,284
+0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$0
2,897
-8%
减持
MELI
MERCADOLIBRE INC
+$0
293
-5%