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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 101 项
建仓 22
增持 16
减持 44
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$12.2M
14,856
-95%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$12.0M
54,640
-85%
增持
VTV
VANGUARD INDEX FDS
+$10.3M
97,307
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。
+342%
增持
ACWX
ISHARES TR
+$9.2M
256,589
+254%
建仓
FNX
FIRST TR MID CAP CORE ALPHAD
+$6.2M
68,837
减持
TFLO
ISHARES TR
-$4.4M
95,520
-48%
增持
MOAT
VANECK ETF TRUST
+$3.8M
61,407
+480%
减持
QQQ
INVESCO QQQ TR
-$3.0M
34,290
-35%
减持
VUG
VANGUARD INDEX FDS
-$2.4M
38,664
-32%
增持
DBMF
LITMAN GREGORY FDS TR
+$1.8M
208,823
+67%
减持
IJH
ISHARES TR
-$1.8M
4,149
-65%
清仓
SHV
ISHARES TR
-$1.1M
0
-100%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.0M
140,017
+16%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$1.0M
21,570
增持
COWZ
PACER FDS TR
+$983.4K
156,153
+14%
清仓
BUFD
FIRST TR EXCHNG TRADED FD VI
-$925.4K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$779.2K
5,691
+4%
清仓
USMV
ISHARES TR
-$730.1K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$619.1K
12,634
-30%
清仓
PFE
PFIZER INC
-$547.0K
0
-100%
减持
AAPL
APPLE INC
+$527.3K
18,853
-5%
建仓
TSLA
TESLA INC
+$516.3K
2,489
清仓
COST
COSTCO WHSL CORP NEW
-$496.6K
0
-100%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$429.3K
9,379
清仓
ABBV
ABBVIE INC
-$403.4K
0
-100%
减持
FMF
FIRST TR EXCHANGE-TRADED FD
-$403.3K
6,515
-56%
减持
MA
MASTERCARD INCORPORATED
-$403.2K
748
-61%
清仓
MCD
MCDONALDS CORP
-$400.3K
0
-100%
建仓
CLX
CLOROX CO DEL
+$399.9K
2,527
减持
KO
COCA COLA CO
-$378.8K
6,218
-48%
建仓
META
META PLATFORMS INC
+$378.5K
1,786
减持
CVX
CHEVRON CORP NEW
-$365.7K
4,523
-26%
建仓
UPS
UNITED PARCEL SERVICE INC
+$347.5K
1,791
清仓
HAL
HALLIBURTON CO
-$346.8K
0
-100%
清仓
XLF
SELECT SECTOR SPDR TR
-$334.7K
0
-100%
建仓
CSCO
CISCO SYS INC
+$330.3K
6,318
建仓
—
ACCENTURE PLC IRELAND
+$329.8K
1,154
清仓
FLOT
ISHARES TR
-$327.4K
0
-100%
减持
IWV
ISHARES TR
-$324.0K
6,927
-22%
减持
SPY
SPDR S&P 500 ETF TR
+$319.4K
14,991
-1%
减持
MSFT
MICROSOFT CORP
+$298.9K
7,529
-4%
清仓
BAC
BANK AMERICA CORP
-$285.7K
0
-100%
清仓
IIPR
INNOVATIVE INDL PPTYS INC
-$277.9K
0
-100%
建仓
PLD
PROLOGIS INC.
+$276.3K
2,214
建仓
PANW
PALO ALTO NETWORKS INC
+$271.2K
1,358
建仓
—
LUMINAR TECHNOLOGIES INC
+$270.0K
41,607
清仓
CI
CIGNA CORP NEW
-$267.2K
0
-100%
建仓
EEM
ISHARES TR
+$264.4K
6,699
减持
—
EXXON MOBIL CORP
-$258.8K
9,694
-19%
减持
TFC
TRUIST FINL CORP
-$252.1K
7,171
-38%
清仓
TECK
TECK RESOURCES LTD
-$249.5K
0
-100%
建仓
—
LINDE PLC
+$248.5K
699
建仓
MELI
MERCADOLIBRE INC
+$243.8K
185
建仓
NOW
SERVICENOW INC
+$232.7K
501
建仓
ROP
ROPER TECHNOLOGIES INC
+$225.8K
512
清仓
CSX
CSX CORP
-$225.7K
0
-100%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$224.7K
5,500
+77%
增持
EFA
ISHARES TR
+$224.2K
12,938
+21%
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$223.3K
2,401
建仓
GSK
GSK PLC
+$222.6K
6,255
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$218.8K
0
-100%
减持
AMZN
AMAZON COM INC
+$217.9K
11,910
-1%
清仓
SRLN
SSGA ACTIVE ETF TR
-$214.9K
0
-100%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$211.2K
0
-100%
建仓
—
MEDTRONIC PLC
+$208.6K
2,587
建仓
TQQQ
PROSHARES TR
+$208.2K
7,367
建仓
EFX
EQUIFAX INC
+$204.5K
1,008
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$201.3K
0
-100%
减持
AGG
ISHARES TR
-$195.2K
20,385
-11%
减持
HD
HOME DEPOT INC
-$180.8K
2,516
-14%
减持
JNJ
JOHNSON & JOHNSON
-$177.7K
6,091
-4%
减持
DIS
DISNEY WALT CO
-$172.8K
2,121
-52%
减持
BA
BOEING CO
+$161.4K
8,993
-2%
减持
LLY
LILLY ELI & CO
-$149.4K
2,404
-10%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$146.6K
15,581
+24%
减持
UNH
UNITEDHEALTH GROUP INC
-$132.1K
1,115
-10%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$125.6K
3,896
-9%
减持
HYG
ISHARES TR
-$124.9K
9,685
-17%
增持
JPM
JPMORGAN CHASE & CO
+$101.0K
9,019
+13%
减持
ON
ON SEMICONDUCTOR CORP
+$100.3K
6,045
-5%
减持
MRK
MERCK & CO INC
-$98.3K
3,061
-20%
减持
PG
PROCTER AND GAMBLE CO
-$96.7K
4,501
-11%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$85.6K
19,706
-7%
增持
FAB
FIRST TR MULTI CP VAL ALPHA
+$83.4K
10,674
+11%
减持
V
VISA INC
-$82.5K
1,496
-26%
减持
GOOG
ALPHABET INC
+$77.1K
6,656
-4%
增持
—
TRANE TECHNOLOGIES PLC
+$76.5K
2,923
+7%
减持
XLE
SELECT SECTOR SPDR TR
-$70.9K
5,861
-8%
减持
PEP
PEPSICO INC
-$50.0K
3,428
-8%
减持
GILD
GILEAD SCIENCES INC
-$45.2K
3,300
-11%
增持
FXO
FIRST TR EXCHANGE TRADED FD
-$24.4K
6,770
+0%
减持
SLB
SCHLUMBERGER LTD
-$23.5K
5,140
-0%
减持
ITW
ILLINOIS TOOL WKS INC
+$22.9K
1,055
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$17.9K
2,695
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$17.9K
1,707
-0%
增持
NEE
NEXTERA ENERGY INC
+$15.6K
8,738
+11%
减持
IJR
ISHARES TR
-$11.4K
3,054
-6%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
-$11.2K
10,582
+0%
减持
WMT
WALMART INC
+$7.2K
1,860
-1%
减持
AMLP
ALPS ETF TR
+$5.5K
11,971
-0%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$5.4K
1,283
-3%