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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 92 项
建仓 9
增持 26
减持 44
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
TFLO
ISHARES TR
+$6.7M
183,651
+259%
建仓
COWZ
PACER FDS TR
+$6.3M
137,254
清仓
FTGC
FIRST TR EXCHANGE TRAD FD VI
-$5.8M
0
-100%
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
-$2.7M
11,874
-53%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.7M
121,140
+57%
减持
QQQ
INVESCO QQQ TR
-$2.4M
52,708
-14%
增持
ACWX
ISHARES TR
+$2.0M
72,575
+127%
减持
VUG
VANGUARD INDEX FDS
-$1.9M
56,498
-13%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.5M
354,722
+0%
清仓
HGER
HARBOR ETF TRUST
-$1.1M
0
-100%
建仓
SHV
ISHARES TR
+$1.1M
10,118
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.1M
291,855
-3%
减持
BUFD
FIRST TR EXCHNG TRADED FD VI
-$872.6K
47,044
-50%
建仓
FMF
FIRST TR EXCHANGE-TRADED FD
+$709.5K
14,906
清仓
TSLA
TESLA INC
-$680.0K
0
-100%
减持
BA
BOEING CO
+$594.9K
9,181
-4%
减持
VTV
VANGUARD INDEX FDS
-$454.9K
22,036
-23%
减持
NVDA
NVIDIA CORPORATION
-$425.4K
5,485
-46%
建仓
MRK
MERCK & CO INC
+$423.9K
3,821
增持
PEP
PEPSICO INC
+$414.0K
3,736
+134%
减持
VYM
VANGUARD WHITEHALL FDS
-$408.0K
18,039
-27%
建仓
MCD
MCDONALDS CORP
+$400.3K
1,519
减持
AMZN
AMAZON COM INC
-$357.7K
12,051
-1%
建仓
FLOT
ISHARES TR
+$327.4K
6,505
增持
CVX
CHEVRON CORP NEW
+$314.6K
6,148
+12%
增持
AGG
ISHARES TR
+$305.4K
22,955
+15%
清仓
META
META PLATFORMS INC
-$287.0K
0
-100%
增持
HYG
ISHARES TR
+$281.6K
11,634
+44%
建仓
SLB
SCHLUMBERGER LTD
+$275.9K
5,161
减持
—
EXXON MOBIL CORP
+$269.9K
11,984
-1%
清仓
CMCSA
COMCAST CORP NEW
-$266.0K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$255.6K
15,212
-2%
清仓
PANW
PALO ALTO NETWORKS INC
-$249.0K
0
-100%
增持
DBMF
LITMAN GREGORY FDS TR
+$248.5K
125,301
+25%
清仓
MELI
MERCADOLIBRE INC
-$235.0K
0
-100%
建仓
ITW
ILLINOIS TOOL WKS INC
+$234.1K
1,062
清仓
—
CRISPR THERAPEUTICS AG
-$234.0K
0
-100%
增持
EFA
ISHARES TR
+$231.1K
10,680
+27%
减持
JPM
JPMORGAN CHASE & CO
+$220.3K
8,011
-2%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$220.3K
12,520
+63%
增持
LLY
LILLY ELI & CO
+$219.1K
2,665
+14%
增持
KO
COCA COLA CO
+$215.5K
12,018
+23%
清仓
AMT
AMERICAN TOWER CORP NEW
-$214.0K
0
-100%
清仓
COF
CAPITAL ONE FINL CORP
-$212.0K
0
-100%
清仓
—
BROOKFIELD ASSET MGMT INC
-$211.0K
0
-100%
清仓
KKR
KKR & CO INC
-$208.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$206.2K
1,243
+38%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$201.3K
2,797
减持
ON
ON SEMICONDUCTOR CORP
-$194.7K
6,370
-33%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$185.9K
2,508
-8%
增持
DIS
DISNEY WALT CO
+$132.2K
4,434
+65%
增持
MA
MASTERCARD INCORPORATED
+$132.2K
1,942
+2%
增持
HAL
HALLIBURTON CO
+$130.8K
8,812
+1%
增持
AAPL
APPLE INC
-$123.4K
19,869
+2%
减持
PG
PROCTER AND GAMBLE CO
+$109.9K
5,053
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$104.6K
4,301
-6%
增持
GILD
GILEAD SCIENCES INC
+$91.0K
3,716
+0%
减持
IWV
ISHARES TR
+$88.6K
8,857
-2%
减持
ABBV
ABBVIE INC
+$67.4K
2,496
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$66.8K
21,117
+3%
减持
PFE
PFIZER INC
+$66.0K
10,676
-3%
增持
V
VISA INC
+$65.8K
2,020
+2%
减持
HD
HOME DEPOT INC
+$63.5K
2,924
-6%
减持
XLE
SELECT SECTOR SPDR TR
+$63.4K
6,361
-7%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$61.0K
3,111
+1%
减持
FAB
FIRST TR MULTI CP VAL ALPHA
+$57.3K
9,595
-3%
减持
USMV
ISHARES TR
+$46.1K
10,127
-2%
减持
MOAT
VANECK ETF TRUST
+$39.3K
10,588
-2%
减持
CDNS
CADENCE DESIGN SYSTEM INC
-$38.8K
1,315
-14%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$38.6K
1,715
+0%
减持
TFC
TRUIST FINL CORP
-$36.4K
11,542
-6%
减持
XLF
SELECT SECTOR SPDR TR
+$34.7K
9,787
-1%
增持
GOOG
ALPHABET INC
-$33.8K
6,933
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$28.9K
2,698
+1%
减持
WMT
WALMART INC
-$27.9K
1,884
-17%
增持
COST
COSTCO WHSL CORP NEW
+$25.6K
1,088
+9%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$25.2K
397
-17%
减持
AMLP
ALPS ETF TR
-$23.9K
12,008
-9%
减持
CI
CIGNA CORP NEW
-$15.8K
806
-21%
减持
BAC
BANK AMERICA CORP
+$13.7K
8,625
-4%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$13.1K
2,742
-16%
减持
MSFT
MICROSOFT CORP
+$11.8K
7,805
-2%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$6.8K
10,581
-11%
减持
JNJ
JOHNSON & JOHNSON
+$6.8K
6,351
-7%
减持
TECK
TECK RESOURCES LTD
+$6.5K
6,598
-17%
减持
IJR
ISHARES TR
-$5.2K
3,241
-9%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$3.3K
1,316
-10%
减持
SRLN
SSGA ACTIVE ETF TR
-$3.1K
5,254
-1%
减持
CSX
CSX CORP
-$2.3K
7,285
-15%
清仓
—
FEDNAT HLDG CO
-$2.0K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$1.0K
7,870
-6%
减持
FXO
FIRST TR EXCHANGE TRADED FD
-$885
6,766
-10%
