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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 94 项
建仓 15
增持 41
减持 23
清仓 15
方向
标的
Δ市值
现股数(环比)
增持
QQQ
INVESCO QQQ TR
+$7.4M
61,348
+91%
减持
VYM
VANGUARD WHITEHALL FDS
-$5.8M
24,871
-69%
增持
VUG
VANGUARD INDEX FDS
+$5.7M
65,129
+76%
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
IJH
ISHARES TR
+$5.1M
25,513
+970%
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.9M
77,056
清仓
FLOT
ISHARES TR
-$3.9M
0
-100%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$3.8M
94,102
-67%
建仓
DBMF
LITMAN GREGORY FDS TR
+$3.4M
100,152
建仓
TFLO
ISHARES TR
+$2.6M
51,128
清仓
SHY
ISHARES TR
-$2.5M
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.1M
301,592
+29%
增持
VTV
VANGUARD INDEX FDS
+$1.6M
28,731
+92%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.2M
354,134
+20%
建仓
HGER
HARBOR ETF TRUST
+$1.1M
56,689
减持
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$845.0K
229,081
-8%
增持
AGG
ISHARES TR
+$839.0K
19,936
+87%
清仓
—
PROSHARES TR
-$724.0K
0
-100%
建仓
MOAT
VANECK ETF TRUST
+$648.0K
10,802
建仓
FAB
FIRST TR MULTI CP VAL ALPHA
+$603.0K
9,919
清仓
—
PROSHARES TR
-$584.0K
0
-100%
建仓
HYG
ISHARES TR
+$575.0K
8,052
建仓
EFA
ISHARES TR
+$470.0K
8,390
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$459.0K
0
-100%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$438.0K
20,471
-20%
增持
ACWX
ISHARES TR
+$406.0K
31,973
+65%
清仓
EMB
ISHARES TR
-$397.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$364.0K
7,987
-8%
清仓
FSK
FS KKR CAP CORP
-$361.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$359.0K
10,109
-3%
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$338.0K
7,660
建仓
META
META PLATFORMS INC
+$287.0K
2,116
清仓
CSCO
CISCO SYS INC
-$284.0K
0
-100%
清仓
DLR
DIGITAL RLTY TR INC
-$280.0K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
-$268.0K
15,573
+1%
建仓
TECK
TECK RESOURCES LTD
+$243.0K
7,979
建仓
MELI
MERCADOLIBRE INC
+$235.0K
284
建仓
—
CRISPR THERAPEUTICS AG
+$234.0K
3,576
清仓
—
LAM RESEARCH CORP
-$232.0K
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$228.0K
3,700
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$223.0K
0
-100%
建仓
SRLN
SSGA ACTIVE ETF TR
+$218.0K
5,333
清仓
DBEF
DBX ETF TR
-$216.0K
0
-100%
增持
TSLA
TESLA INC
+$201.0K
2,564
+261%
清仓
XLK
SELECT SECTOR SPDR TR
-$201.0K
0
-100%
减持
BA
BOEING CO
-$171.0K
9,527
-2%
清仓
OBDC
OWL ROCK CAPITAL CORPORATION
-$164.0K
0
-100%
增持
KO
COCA COLA CO
+$146.0K
9,796
+53%
增持
LLY
LILLY ELI & CO
+$134.0K
2,337
+22%
增持
CVX
CHEVRON CORP NEW
+$109.0K
5,491
+17%
增持
USMV
ISHARES TR
+$101.0K
10,342
+25%
增持
ABBV
ABBVIE INC
+$84.0K
2,503
+52%
增持
PFE
PFIZER INC
-$75.0K
10,992
+4%
增持
IWV
ISHARES TR
+$73.0K
9,014
+9%
增持
COST
COSTCO WHSL CORP NEW
+$72.0K
997
+20%
增持
DIA
SPDR DOW JONES INDL AVERAGE
-$68.0K
3,387
+0%
增持
JNJ
JOHNSON & JOHNSON
-$60.0K
6,824
+3%
减持
AMT
AMERICAN TOWER CORP NEW
-$57.0K
997
-6%
增持
PG
PROCTER AND GAMBLE CO
-$56.0K
5,193
+5%
增持
AMLP
ALPS ETF TR
+$55.0K
13,144
+6%
增持
CMCSA
COMCAST CORP NEW
+$54.0K
9,062
+68%
增持
TFC
TRUIST FINL CORP
-$45.0K
12,253
+1%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
-$43.0K
3,093
+1%
增持
JPM
JPMORGAN CHASE & CO
-$41.0K
8,168
+3%
减持
IJR
ISHARES TR
-$38.0K
3,576
-6%
增持
HD
HOME DEPOT INC
+$38.0K
3,115
+4%
增持
DUK
DUKE ENERGY CORP NEW
-$38.0K
2,680
+0%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
-$37.0K
11,829
+0%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$37.0K
481
-7%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$37.0K
1,707
+1%
增持
GOOG
ALPHABET INC
-$36.0K
6,746
+2055%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$35.0K
1,460
-3%
增持
AAPL
APPLE INC
+$34.0K
19,573
+0%
减持
AMZN
AMAZON COM INC
+$34.0K
12,121
-4%
增持
IIPR
INNOVATIVE INDL PPTYS INC
+$32.0K
3,283
+39%
减持
XLF
SELECT SECTOR SPDR TR
-$32.0K
9,871
-6%
增持
MA
MASTERCARD INCORPORATED
-$30.0K
1,910
+5%
增持
DRI
DARDEN RESTAURANTS INC
+$30.0K
2,241
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$28.0K
898
-4%
减持
KKR
KKR & CO INC
-$26.0K
4,844
-4%
增持
BAC
BK OF AMERICA CORP
+$25.0K
9,014
+14%
减持
—
BROOKFIELD ASSET MGMT INC
-$23.0K
5,148
-2%
减持
WMT
WALMART INC
-$17.0K
2,275
-11%
减持
—
EXXON MOBIL CORP
+$17.0K
12,045
-0%
增持
FXO
FIRST TR EXCHANGE TRADED FD
-$15.0K
7,558
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$14.0K
4,584
+1%
减持
CI
CIGNA CORP NEW
-$13.0K
1,021
-9%
减持
DIS
DISNEY WALT CO
-$11.0K
2,684
-4%
减持
XLE
SELECT SECTOR SPDR TR
-$10.0K
6,851
-3%
增持
PANW
PALO ALTO NETWORKS INC
-$10.0K
1,521
+190%
减持
NEE
NEXTERA ENERGY INC
-$9.0K
8,399
-3%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$9.0K
1,530
-12%
增持
CSX
CSX CORP
-$2.0K
8,570
+8%
清仓
DVN
DEVON ENERGY CORP NEW
+$0
0
-100%
增持
V
VISA INC
+$0
1,990
+11%
