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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 107 项
建仓 10
增持 71
减持 18
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
VUG
VANGUARD INDEX FDS
+$13.6M
81,284
+35%
减持
COWZ
PACER FDS TR
-$4.2M
19,785
-80%
减持
FNX
FIRST TR EXCHANGE-TRADED ALP
-$3.1M
11,107
-71%
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
QQQ
INVESCO QQQ TR
+$2.7M
33,950
+1%
减持
VTV
VANGUARD INDEX FDS
-$2.2M
152,402
-12%
增持
NVDA
NVIDIA CORPORATION
+$1.2M
37,988
+3%
减持
AAPL
APPLE INC
+$1.0M
18,267
-5%
建仓
APLD
APPLIED DIGITAL CORP
+$953.3K
27,695
清仓
TTD
THE TRADE DESK INC
-$856.1K
0
-100%
增持
TSLA
TESLA INC
+$839.6K
4,836
+7%
建仓
MRVL
MARVELL TECHNOLOGY INC
+$790.7K
8,771
增持
GOOG
ALPHABET INC
+$692.8K
8,361
+2%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$682.2K
48,763
+21%
增持
FBND
FIDELITY MERRIMACK STR TR
+$680.4K
230,459
+5%
减持
SPY
SPDR S&P 500 ETF TR
+$677.0K
12,891
-1%
清仓
ROP
ROPER TECHNOLOGIES INC
-$671.8K
0
-100%
增持
MU
MICRON TECHNOLOGY INC
+$556.4K
3,406
+70%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$535.2K
10,399
+9%
清仓
IJH
ISHARES TR
-$526.4K
0
-100%
增持
MOAT
VANECK ETF TRUST
+$448.1K
84,541
+1%
增持
CAT
CATERPILLAR INC
+$443.9K
2,690
+3%
减持
TQQQ
PROSHARES TR
-$412.8K
5,087
-57%
减持
AVGO
BROADCOM INC
+$406.1K
4,669
-0%
减持
TFLO
ISHARES TR
-$395.0K
95,654
-8%
建仓
PFF
ISHARES TR
+$378.5K
12,008
建仓
TMC
TMC THE METALS COMPANY INC
+$378.4K
55,000
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$372.4K
5,156
+3%
清仓
IGSB
ISHARES TR
-$362.3K
0
-100%
增持
AMZN
AMAZON COM INC
+$355.5K
14,513
+3%
增持
GOOGL
ALPHABET INC
+$355.5K
3,844
+7%
清仓
COIN
COINBASE GLOBAL INC
-$337.3K
0
-100%
清仓
RGTI
RIGETTI COMPUTING INC
-$321.9K
0
-100%
建仓
NLR
VANECK ETF TRUST
+$294.0K
1,866
增持
PANW
PALO ALTO NETWORKS INC
+$263.2K
4,975
+4%
建仓
FNV
FRANCO NEV CORP
+$253.3K
1,358
增持
CRWD
CROWDSTRIKE HLDGS INC
+$235.2K
2,379
+2%
增持
HYG
ISHARES TR
+$234.2K
11,045
+34%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$233.7K
3,609
+3%
清仓
ON
ON SEMICONDUCTOR CORP
-$227.6K
0
-100%
清仓
FTNT
FORTINET INC
-$224.0K
0
-100%
建仓
JIRE
J P MORGAN EXCHANGE TRADED F
+$223.4K
2,982
建仓
MLM
MARTIN MARIETTA MATLS INC
+$220.6K
358
增持
NEE
NEXTERA ENERGY INC
+$219.9K
16,422
+3%
建仓
QBTS
D-WAVE QUANTUM INC
+$205.6K
6,000
建仓
CEG
CONSTELLATION ENERGY CORP
+$202.7K
505
增持
CSGP
COSTAR GROUP INC
-$191.4K
8,474
+4%
增持
JPM
JPMORGAN CHASE & CO.
+$184.3K
12,197
+1%
增持
AGG
ISHARES TR
+$179.8K
10,805
+18%
增持
TLTW
ISHARES TR
+$178.8K
81,995
+5%
增持
KKR
KKR & CO INC
-$158.1K
6,238
+1%
增持
GE
GE AEROSPACE
+$157.3K
3,073
+5%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$150.3K
5,635
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$145.4K
1,453
+8%
增持
MSFT
MICROSOFT CORP
+$134.1K
8,344
+2%
增持
—
EXXON MOBIL CORP
+$130.7K
10,253
+4%
增持
LLY
ELI LILLY & CO
+$126.3K
2,025
+2%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$125.8K
28,573
+12%
增持
DUK
DUKE ENERGY CORP NEW
+$125.5K
3,729
+37%
增持
FLRT
PACER FDS TR
+$124.1K
29,519
+10%
增持
TYL
TYLER TECHNOLOGIES INC
-$115.5K
1,286
+6%
增持
PLD
PROLOGIS INC.
+$105.8K
4,870
+3%
减持
DIA
SPDR DOW JONES INDL AVERAGE
+$98.8K
3,281
-1%
增持
RTX
RTX CORPORATION
+$96.5K
5,075
+0%
增持
AMLP
ALPS ETF TR
+$95.3K
11,876
+29%
增持
TDG
TRANSDIGM GROUP INC
-$94.6K
534
+8%
增持
ORCL
ORACLE CORP
+$92.9K
3,202
+3%
增持
ABBV
ABBVIE INC
+$91.9K
2,384
+6%
增持
UBER
UBER TECHNOLOGIES INC
+$85.6K
6,606
+7%
增持
AMAT
APPLIED MATLS INC
+$84.8K
1,595
+0%
增持
GS
GOLDMAN SACHS GROUP INC
+$77.0K
1,172
+1%
增持
MPC
MARATHON PETE CORP
+$70.3K
2,516
+0%
增持
AXP
AMERICAN EXPRESS CO
+$61.1K
904
+3%
减持
IWV
ISHARES TR
+$58.9K
2,117
-1%
增持
CSCO
CISCO SYS INC
+$58.4K
11,679
+3%
增持
RVTY
REVVITY INC
+$58.1K
6,215
+3%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$53.9K
13,731
-0%
减持
COF
CAPITAL ONE FINL CORP
-$50.7K
1,613
-16%
增持
AEP
AMERICAN ELEC PWR CO INC
+$48.8K
3,193
+8%
增持
VEEV
VEEVA SYS INC
+$36.7K
2,155
+6%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$33.0K
19,602
+2%
增持
V
VISA INC
+$32.9K
3,524
+3%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$31.9K
37,114
-2%
增持
CSX
CSX CORP
+$30.8K
20,400
+5%
增持
META
META PLATFORMS INC
-$28.8K
2,990
+2%
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$27.9K
6,520
+0%
增持
NOW
SERVICENOW INC
+$25.9K
894
+5%
增持
VYM
VANGUARD WHITEHALL FDS
+$24.1K
3,413
+0%
增持
JCPB
J P MORGAN EXCHANGE TRADED F
+$22.9K
23,527
+1%
增持
—
LINDE PLC
-$21.0K
1,292
+4%
增持
KO
COCA COLA CO
+$19.7K
11,144
+4%
减持
IWF
ISHARES TR
+$18.2K
707
-5%
增持
PG
PROCTER AND GAMBLE CO
+$17.4K
4,887
+4%
增持
HD
HOME DEPOT INC
+$17.3K
3,245
+2%
增持
CRM
SALESFORCE INC
+$16.9K
1,526
+5%
减持
CVX
CHEVRON CORP NEW
-$15.8K
2,049
-7%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$15.5K
6,549
-3%
增持
ECL
ECOLAB INC
+$14.1K
2,704
+5%
减持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$12.5K
5,074
-1%
增持
JPIE
J P MORGAN EXCHANGE TRADED F
+$10.0K
10,608
+2%
增持
WMB
WILLIAMS COS INC
-$9.1K
11,988
+4%
增持
FDL
FIRST TR EXCHANGE-TRADED FD
+$8.5K
10,605
+0%
减持
PEP
PEPSICO INC
-$7.0K
1,731
-7%
增持
ITW
ILLINOIS TOOL WKS INC
-$5.2K
1,088
+3%
增持
MA
MASTERCARD INCORPORATED
+$4.2K
848
+4%
增持
MELI
MERCADOLIBRE INC
+$4.1K
319
+5%
增持
FXO
FIRST TR EXCHANGE TRADED FD
+$1.6K
6,573
+0%
增持
NFLX
NETFLIX INC
-$1.2K
531
+6%
