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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 108 项
建仓 9
增持 64
减持 27
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
TLTW
ISHARES TR
-$6.4M
78,319
-77%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$5.8M
40,364
-74%
增持
FBND
FIDELITY MERRIMACK STR TR
+$4.5M
219,009
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。
+79%
减持
QQQ
INVESCO QQQ TR
+$2.7M
33,463
-2%
增持
NVDA
NVIDIA CORPORATION
+$2.6M
36,871
+0%
清仓
XLK
SELECT SECTOR SPDR TR
-$1.8M
0
-100%
减持
VTV
VANGUARD INDEX FDS
+$1.7M
172,256
-1%
增持
MSFT
MICROSOFT CORP
+$1.2M
8,186
+1%
增持
MOAT
VANECK ETF TRUST
+$1.1M
83,652
+2%
减持
VUG
VANGUARD INDEX FDS
-$987.5K
60,421
-19%
建仓
TTD
THE TRADE DESK INC
+$856.1K
9,538
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$777.7K
25,570
+56%
增持
META
META PLATFORMS INC
+$710.9K
2,932
+4%
清仓
WMT
WALMART INC
-$706.9K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
+$693.2K
12,967
-4%
建仓
WMB
WILLIAMS COS INC
+$692.2K
11,487
清仓
JNJ
JOHNSON & JOHNSON
-$691.6K
0
-100%
增持
INV
INNVENTURE INC
+$646.9K
143,691
+900%
增持
JPM
JPMORGAN CHASE & CO.
+$638.5K
12,037
+1%
清仓
CI
THE CIGNA GROUP
-$594.2K
0
-100%
建仓
VEEV
VEEVA SYS INC
+$581.1K
2,037
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$579.4K
9,537
+16%
清仓
UNH
UNITEDHEALTH GROUP INC
-$578.5K
0
-100%
清仓
ZBH
ZIMMER BIOMET HOLDINGS INC
-$525.7K
0
-100%
增持
AVGO
BROADCOM INC
+$507.9K
4,689
+1%
减持
AMLP
ALPS ETF TR
-$489.4K
9,214
-52%
增持
ORCL
ORACLE CORP
+$424.2K
3,123
+21%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$416.7K
5,023
+5%
增持
FLRT
PACER FDS TR
+$406.6K
26,785
+44%
增持
GOOGL
ALPHABET INC
+$406.3K
3,589
+96%
增持
AMZN
AMAZON COM INC
+$387.1K
14,112
+2%
增持
GS
GOLDMAN SACHS GROUP INC
+$359.8K
1,158
+32%
增持
CAT
CATERPILLAR INC
+$347.6K
2,608
+2%
建仓
ANET
ARISTA NETWORKS INC
+$344.5K
2,862
清仓
APA
APA CORPORATION
-$336.8K
0
-100%
清仓
MRSH
MARSH & MCLENNAN COS INC
-$325.2K
0
-100%
增持
BA
BOEING CO
+$315.2K
7,726
+0%
减持
PG
PROCTER AND GAMBLE CO
-$307.6K
4,707
-25%
增持
GOOG
ALPHABET INC
+$300.1K
8,213
+2%
建仓
BTC
GRAYSCALE BITCOIN MINI TR ET
+$261.0K
5,135
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$260.5K
5,512
+6%
增持
GE
GE AEROSPACE
+$257.4K
2,927
+6%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$249.2K
38,247
-4%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$238.6K
1,350
建仓
ON
ON SEMICONDUCTOR CORP
+$227.6K
4,744
增持
—
TRANE TECHNOLOGIES PLC
+$222.7K
2,748
+0%
增持
RGTI
RIGETTI COMPUTING INC
+$220.6K
20,425
+79%
建仓
MU
MICRON TECHNOLOGY INC
+$215.5K
2,000
增持
KKR
KKR & CO INC
+$213.6K
6,185
+3%
减持
TFLO
ISHARES TR
-$212.0K
103,627
-4%
建仓
GLD
SPDR GOLD TR
+$211.9K
682
增持
LLY
ELI LILLY & CO
-$202.6K
1,978
+2%
减持
CVX
CHEVRON CORP NEW
-$188.1K
2,209
-41%
增持
TYL
TYLER TECHNOLOGIES INC
+$163.5K
1,211
+14%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$163.0K
13,785
-4%
增持
RTX
RTX CORPORATION
+$162.2K
5,074
+0%
增持
CSGP
COSTAR GROUP INC
+$160.9K
8,147
+7%
增持
TDG
TRANSDIGM GROUP INC
+$157.8K
495
+9%
增持
CSX
CSX CORP
+$151.8K
19,440
+1%
增持
CSCO
CISCO SYS INC
+$139.5K
11,311
+2%
减持
COIN
COINBASE GLOBAL INC
+$113.6K
1,060
-2%
增持
NFLX
NETFLIX INC
+$105.2K
500
+17%
增持
UBER
UBER TECHNOLOGIES INC
+$101.9K
6,185
+10%
增持
NEE
NEXTERA ENERGY INC
+$101.8K
15,918
+5%
增持
ROP
ROPER TECHNOLOGIES INC
+$92.0K
1,229
+18%
增持
RVTY
REVVITY INC
+$82.8K
6,048
+27%
增持
ECL
ECOLAB INC
+$76.9K
2,581
+5%
增持
MPC
MARATHON PETE CORP
+$76.8K
2,514
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$76.7K
3,487
+4%
减持
TSLA
TESLA INC
+$71.8K
4,502
-0%
增持
ABBV
ABBVIE INC
+$68.9K
2,256
+16%
增持
MELI
MERCADOLIBRE INC
+$66.3K
304
+5%
增持
IJH
ISHARES TR
+$65.7K
8,369
+4%
增持
VYM
VANGUARD WHITEHALL FDS
+$60.5K
3,410
+6%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$56.6K
37,686
+0%
增持
AMAT
APPLIED MATLS INC
+$55.8K
1,593
+1%
增持
COF
CAPITAL ONE FINL CORP
+$55.4K
1,913
+1%
增持
—
LINDE PLC
+$55.1K
1,239
+7%
增持
AAPL
APPLE INC
-$46.4K
19,258
+3%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$42.7K
6,519
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$41.5K
2,336
-1%
增持
—
EXXON MOBIL CORP
+$41.2K
9,903
+5%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$36.9K
6,570
+0%
减持
COWZ
PACER FDS TR
-$31.3K
96,751
-7%
增持
AXP
AMERICAN EXPRESS CO
+$30.1K
880
+1%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$27.7K
6,781
-5%
减持
HD
HOME DEPOT INC
+$25.5K
3,176
-4%
增持
PLD
PROLOGIS INC.
+$25.2K
4,710
+3%
增持
KO
COCA COLA CO
-$24.6K
10,760
+2%
减持
AGG
ISHARES TR
-$23.3K
9,164
-3%
增持
AEP
AMERICAN ELEC PWR CO INC
+$20.1K
2,966
+0%
减持
MA
MASTERCARD INCORPORATED
+$18.2K
818
-1%
增持
CRM
SALESFORCE INC
+$16.4K
1,454
+11%
增持
IGSB
ISHARES TR
+$15.3K
6,867
+4%
减持
XLF
SELECT SECTOR SPDR TR
+$14.9K
5,048
-1%
增持
PANW
PALO ALTO NETWORKS INC
-$13.5K
4,779
+7%
增持
ITW
ILLINOIS TOOL WKS INC
+$13.5K
1,059
+0%
增持
NOW
SERVICENOW INC
+$13.2K
855
+4%
增持
FTNT
FORTINET INC
-$11.5K
2,273
+1%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$10.7K
10,603
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$8.3K
2,722
+0%
减持
PEP
PEPSICO INC
-$7.5K
1,863
-6%
减持
HYG
ISHARES TR
-$4.4K
8,223
-2%
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$4.2K
19,248
-2%
增持
COST
COSTCO WHSL CORP NEW
-$2.7K
238
+3%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$2.1K
23,393
-0%
减持
V
VISA INC
+$839
3,419
-0%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$800
10,432
-1%
