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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 101 项
建仓 12
增持 32
减持 39
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
VYM
VANGUARD WHITEHALL FDS
+$8.0M
80,624
+3675%
减持
QQQ
INVESCO QQQ TR
-$6.8M
32,096
-26%
建仓
BUFD
FIRST TR EXCHNG TRADED FD VI
+$5.5M
283,947
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
IJH
ISHARES TR
-$5.3M
2,384
-89%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$4.7M
234,551
-20%
减持
XLE
SELECT SECTOR SPDR TR
-$2.9M
7,036
-84%
减持
VUG
VANGUARD INDEX FDS
-$2.5M
36,968
-1%
建仓
SHY
ISHARES TR
+$2.5M
29,774
增持
FLOT
ISHARES TR
+$2.4M
77,245
+165%
减持
NVDA
NVIDIA CORPORATION
-$1.3M
10,465
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.3M
25,687
+209%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.0M
295,795
-0%
增持
SPY
SPDR S&P 500 ETF TR
-$881.0K
15,455
+4%
建仓
—
PROSHARES TR
+$724.0K
14,393
建仓
CVX
CHEVRON CORP NEW
+$680.0K
4,699
清仓
MTUM
ISHARES TR
-$668.0K
0
-100%
建仓
—
PROSHARES TR
+$584.0K
9,932
减持
IJR
ISHARES TR
-$517.0K
3,788
-53%
增持
BA
BOEING CO
-$509.0K
9,691
+1%
增持
AAPL
APPLE INC
-$452.0K
19,536
+9%
减持
TSLA
TESLA INC
-$411.0K
711
-14%
增持
HD
HOME DEPOT INC
+$383.0K
2,997
+104%
增持
LLY
LILLY ELI & CO
+$381.0K
1,917
+128%
清仓
—
CRISPR THERAPEUTICS AG
-$378.0K
0
-100%
清仓
MELI
MERCADOLIBRE INC
-$349.0K
0
-100%
减持
DIS
DISNEY WALT CO
-$337.0K
2,796
-36%
清仓
META
META PLATFORMS INC
-$319.0K
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$318.0K
0
-100%
建仓
WMT
WALMART INC
+$312.0K
2,565
减持
XLK
SELECT SECTOR SPDR TR
-$306.0K
1,582
-50%
清仓
TOL
TOLL BROTHERS INC
-$304.0K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW
+$287.0K
2,673
清仓
SHOP
SHOPIFY INC
-$285.0K
0
-100%
增持
IWV
ISHARES TR
-$271.0K
8,249
+5%
清仓
AFGR
FIRST TR EXCHNG TRADED FD VI
-$264.0K
0
-100%
建仓
ABBV
ABBVIE INC
+$252.0K
1,646
清仓
EFA
ISHARES TR
-$252.0K
0
-100%
清仓
IRT
INDEPENDENCE RLTY TR INC
-$243.0K
0
-100%
建仓
COF
CAPITAL ONE FINL CORP
+$240.0K
2,300
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$240.0K
2,358
-3%
增持
AMZN
AMAZON COM INC
-$239.0K
12,583
+2505%
清仓
CRM
SALESFORCE COM INC
-$237.0K
0
-100%
清仓
NFLX
NETFLIX INC
-$234.0K
0
-100%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$232.0K
3,381
-8%
建仓
CSX
CSX CORP
+$230.0K
7,922
清仓
SCZ
ISHARES TR
-$223.0K
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC
-$218.0K
0
-100%
清仓
HGER
HARBOR ETF TRUST
-$217.0K
0
-100%
清仓
SLB
SCHLUMBERGER LTD
-$212.0K
0
-100%
清仓
INTC
INTEL CORP
-$212.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$211.0K
7,950
-2%
清仓
AMAT
APPLIED MATLS INC
-$205.0K
0
-100%
增持
—
EXXON MOBIL CORP
+$188.0K
12,083
+18%
增持
GOOG
ALPHABET INC
-$186.0K
313
+0%
增持
AMLP
ALPS ETF TR
+$186.0K
12,373
+97%
减持
EMB
ISHARES TR
-$183.0K
4,656
-22%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$172.0K
2,733
-2%
减持
PANW
PALO ALTO NETWORKS INC
-$171.0K
525
-24%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$163.0K
4,533
+49%
减持
AGG
ISHARES TR
-$158.0K
10,646
-8%
增持
MSFT
MICROSOFT CORP
-$156.0K
8,659
+12%
减持
NEE
NEXTERA ENERGY INC
-$140.0K
8,624
-10%
减持
COST
COSTCO WHSL CORP NEW
-$134.0K
832
-10%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$134.0K
1,729
-28%
增持
KO
COCA COLA CO
+$133.0K
6,404
+47%
减持
CMCSA
COMCAST CORP NEW
-$122.0K
5,403
-24%
减持
BAC
BK OF AMERICA CORP
-$116.0K
7,931
-10%
减持
CSCO
CISCO SYS INC
-$113.0K
6,665
-6%
减持
USMV
ISHARES TR
-$112.0K
8,305
-7%
增持
ACWX
ISHARES TR
+$110.0K
19,395
+33%
减持
DLR
DIGITAL RLTY TR INC
-$106.0K
2,155
-21%
增持
FTGC
FIRST TR EXCHANGE TRAD FD VI
+$104.0K
248,499
+8%
减持
—
BROOKFIELD ASSET MGMT INC
-$104.0K
5,272
-12%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$99.0K
517
-20%
减持
KKR
KKR & CO INC
-$99.0K
5,050
-11%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$98.0K
1,502
+2%
减持
MA
MASTERCARD INCORPORATED
-$94.0K
1,816
-3%
减持
AMT
AMERICAN TOWER CORP NEW
-$93.0K
1,059
-27%
增持
VTV
VANGUARD INDEX FDS
-$88.0K
14,999
+7%
增持
TFC
TRUIST FINL CORP
-$75.0K
12,176
+6%
增持
XLF
SELECT SECTOR SPDR TR
-$71.0K
10,554
+0%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$66.0K
22,620
-6%
减持
PG
PROCTER AND GAMBLE CO
-$63.0K
4,955
-2%
减持
V
VISA INC
-$62.0K
1,797
-4%
增持
HAL
HALLIBURTON CO
-$57.0K
8,767
+0%
增持
FSK
FS KKR CAP CORP
-$55.0K
18,591
+2%
减持
CI
CIGNA CORP NEW
-$54.0K
1,122
-23%
增持
FXO
FIRST TR EXCHANGE TRADED FD
-$54.0K
7,551
+0%
减持
DBEF
DBX ETF TR
-$45.0K
6,218
-10%
增持
DRI
DARDEN RESTAURANTS INC
-$42.0K
2,234
+1%
增持
OBDC
OWL ROCK CAPITAL CORPORATION
-$31.0K
13,307
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$27.0K
936
-6%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
-$26.0K
11,826
+0%
减持
JNJ
JOHNSON & JOHNSON
-$20.0K
6,617
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$20.0K
1,698
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$11.0K
2,899
+0%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$7.0K
3,076
+1%
减持
PFE
PFIZER INC
+$6.0K
10,598
-0%
建仓
—
FEDNAT HLDG CO
+$5.0K
15,614
增持
PEP
PEPSICO INC
+$1.0K
1,599
+1%
建仓
DVN
DEVON ENERGY CORP NEW
+$0
10,000
