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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 104 项
建仓 13
增持 46
减持 36
清仓 9
方向
标的
Δ市值
现股数(环比)
建仓
TLTW
ISHARES TR
+$8.1M
342,968
清仓
LGOV
FIRST TR EXCHANGE-TRADED FD
-$7.8M
0
-100%
清仓
DBMF
LITMAN GREGORY FDS TR
-$6.4M
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。
增持
VTV
VANGUARD INDEX FDS
+$3.0M
173,526
+18%
增持
VUG
VANGUARD INDEX FDS
+$3.0M
74,968
+22%
增持
TFLO
ISHARES TR
+$2.1M
107,527
+63%
减持
QQQ
INVESCO QQQ TR
-$2.0M
34,000
-3%
建仓
XLK
SELECT SECTOR SPDR TR
+$1.8M
8,702
减持
FBND
FIDELITY MERRIMACK STR TR
-$1.7M
122,569
-24%
减持
COWZ
PACER FDS TR
-$1.1M
104,463
-8%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$889.5K
16,405
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$792.8K
156,729
+0%
增持
AMZN
AMAZON COM INC
-$691.1K
13,873
+0%
清仓
—
ACCENTURE PLC IRELAND
-$676.8K
0
-100%
增持
MOAT
VANECK ETF TRUST
-$624.3K
82,123
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$620.4K
13,514
-0%
减持
FNX
FIRST TR MID CAP CORE ALPHAD
-$596.9K
39,917
-1%
减持
JNJ
JOHNSON & JOHNSON
-$510.4K
4,436
-44%
减持
META
META PLATFORMS INC
-$505.7K
2,824
-5%
建仓
GS
GOLDMAN SACHS GROUP INC
+$480.9K
876
建仓
NFLX
NETFLIX INC
+$480.6K
427
减持
MSFT
MICROSOFT CORP
-$476.3K
8,113
-9%
清仓
UNP
UNION PAC CORP
-$467.1K
0
-100%
建仓
RVTY
REVVITY INC
+$451.3K
4,768
建仓
UBER
UBER TECHNOLOGIES INC
+$445.1K
5,604
减持
AAPL
APPLE INC
-$398.3K
18,761
-2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$376.4K
5,221
+0%
建仓
ABBV
ABBVIE INC
+$376.0K
1,943
建仓
ORCL
ORACLE CORP
+$364.4K
2,588
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$356.9K
3,350
+96%
建仓
CRM
SALESFORCE INC
+$350.5K
1,309
建仓
IGSB
ISHARES TR
+$346.9K
6,608
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$344.4K
37,685
-16%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$304.4K
8,208
+6%
减持
TQQQ
PROSHARES TR
-$303.5K
11,735
-0%
清仓
MRK
MERCK & CO INC
-$298.2K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$285.9K
36,698
-0%
建仓
IWF
ISHARES TR
+$274.1K
748
清仓
BTC
GRAYSCALE BITCOIN MINI TR ET
-$271.0K
0
-100%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$269.2K
14,363
-15%
减持
JPM
JPMORGAN CHASE & CO.
-$268.7K
11,870
-0%
增持
AGG
ISHARES TR
+$247.5K
9,410
+33%
减持
CVX
CHEVRON CORP NEW
-$247.4K
3,746
-27%
增持
TSLA
TESLA INC
-$243.6K
4,522
+11%
清仓
ON
ON SEMICONDUCTOR CORP
-$238.7K
0
-100%
减持
PEP
PEPSICO INC
-$230.0K
1,992
-40%
清仓
IJR
ISHARES TR
-$226.5K
0
-100%
增持
GOOG
ALPHABET INC
-$226.1K
8,069
+7%
减持
UNH
UNITEDHEALTH GROUP INC
-$224.8K
1,414
-3%
清仓
IR
INGERSOLL RAND INC
-$221.3K
0
-100%
增持
GE
GE AEROSPACE
+$216.0K
2,749
+67%
减持
COST
COSTCO WHSL CORP NEW
-$189.2K
232
-44%
增持
CI
THE CIGNA GROUP
+$186.2K
1,762
+26%
增持
HYG
ISHARES TR
+$181.7K
8,406
+38%
减持
CAT
CATERPILLAR INC
-$176.6K
2,549
-4%
减持
HD
HOME DEPOT INC
-$169.3K
3,298
-0%
增持
MELI
MERCADOLIBRE INC
+$167.0K
290
+12%
减持
AVGO
BROADCOM INC
-$148.6K
4,645
-2%
增持
KO
COCA COLA CO
+$147.7K
10,596
+8%
增持
TDG
TRANSDIGM GROUP INC
+$134.6K
454
+22%
增持
CSGP
COSTAR GROUP INC
+$134.0K
7,593
+18%
增持
KKR
KKR & CO INC
-$128.5K
5,982
+20%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$123.9K
5,114
+38%
增持
ECL
ECOLAB INC
+$112.4K
2,451
+24%
增持
PANW
PALO ALTO NETWORKS INC
+$111.7K
4,451
+13%
减持
APA
APA CORPORATION
-$110.3K
20,741
-0%
增持
WMT
WALMART INC
+$101.9K
7,360
+21%
增持
CSX
CSX CORP
+$101.8K
19,164
+43%
减持
IJH
ISHARES TR
-$99.5K
8,071
-8%
增持
ROP
ROPER TECHNOLOGIES INC
+$91.9K
1,042
+23%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$91.1K
4,766
+9%
增持
NEE
NEXTERA ENERGY INC
+$88.6K
15,181
+16%
减持
COIN
COINBASE GLOBAL INC
-$87.8K
1,085
-1%
减持
LLY
ELI LILLY & CO
+$84.0K
1,947
-4%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$78.0K
2,369
-0%
减持
GOOGL
ALPHABET INC
-$77.5K
1,834
-1%
减持
V
VISA INC
-$72.0K
3,423
-5%
减持
IWV
ISHARES TR
-$66.4K
2,135
-1%
建仓
INV
INNVENTURE INC
+$64.4K
14,370
增持
NOW
SERVICENOW INC
+$58.3K
823
+17%
减持
RGTI
RIGETTI COMPUTING INC
-$53.6K
11,429
-1%
减持
MPC
MARATHON PETE CORP
-$50.7K
2,498
-7%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$49.6K
23,457
+3%
增持
AMLP
ALPS ETF TR
+$46.9K
19,272
+12%
减持
CSCO
CISCO SYS INC
-$46.2K
11,077
-1%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$45.9K
19,654
+11%
增持
AMAT
APPLIED MATLS INC
-$45.7K
1,575
+0%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$45.6K
6,517
-3%
减持
PG
PROCTER AND GAMBLE CO
-$44.7K
6,269
-0%
增持
PLD
PROLOGIS INC.
-$34.1K
4,562
+7%
增持
FXO
FIRST TR EXCHANGE TRADED FD
-$33.8K
6,566
+0%
增持
AEP
AMERICAN ELEC PWR CO INC
+$27.2K
2,959
+0%
增持
VYM
VANGUARD WHITEHALL FDS
-$24.0K
3,202
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$23.8K
2,709
+0%
增持
RTX
RTX CORPORATION
-$21.0K
5,062
+0%
增持
TYL
TYLER TECHNOLOGIES INC
+$19.2K
1,061
+17%
增持
—
EXXON MOBIL CORP
+$18.9K
9,431
+1%
减持
XLF
SELECT SECTOR SPDR TR
-$18.3K
5,078
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$16.3K
7,161
+2%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$15.3K
10,497
+3%
减持
—
LINDE PLC
-$6.9K
1,163
-1%
增持
FLRT
PACER FDS TR
-$6.3K
18,565
+2%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
-$4.4K
10,600
+0%
增持
MRSH
MARSH & MCLENNAN COS INC
+$4.1K
1,465
+0%
