小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 140 项
建仓 35
增持 30
减持 56
清仓 19
方向
标的
Δ市值
现股数(环比)
清仓
QQQ
INVESCO QQQ TR
-$21.6M
0
-100%
建仓
—
INVESCO QQQ TR
+$16.9M
28,695
减持
VUG
VANGUARD INDEX FDS
-$16.2M
55,874
-31%
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。
建仓
BIL
SPDR SERIES TRUST
+$11.5M
125,979
建仓
EVIM
MORGAN STANLEY ETF TRUST
+$10.3M
196,386
建仓
FENI
FIDELITY COVINGTON TRUST
+$10.3M
271,875
建仓
AIS
TIDAL TRUST III
+$7.3M
166,215
建仓
XAGG
MORGAN STANLEY ETF TRUST
+$7.0M
140,986
建仓
EVSD
MORGAN STANLEY ETF TRUST
+$4.3M
83,755
建仓
FEMR
FIDELITY COVINGTON TRUST
+$4.0M
115,818
减持
VTV
VANGUARD INDEX FDS
-$3.8M
124,166
-19%
建仓
HECA
ETF OPPORTUNITIES TRUST
+$3.3M
116,178
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$3.1M
113,686
建仓
CGSM
CAPITAL GRP FIXED INCM ETF T
+$3.1M
116,934
增持
FBND
FIDELITY MERRIMACK STR TR
+$2.7M
295,364
+28%
减持
MSFT
MICROSOFT CORP
-$1.7M
7,562
-9%
建仓
—
RTX CORPORATION
+$1.6M
8,105
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$1.5M
6,510
-77%
减持
NVDA
NVIDIA CORPORATION
-$1.4M
36,551
-4%
减持
SPY
STATE STR SPDR S&P 500 ETF T
-$1.1M
11,760
-9%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$1.1M
32,221
-34%
增持
MU
MICRON TECHNOLOGY INC
+$1.0M
4,781
+40%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$957.1K
4,291
-69%
增持
—
EXXON MOBIL CORP
+$936.5K
13,041
+27%
建仓
—
ASML HLDG NV
+$922.2K
707
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$912.2K
35,760
+82%
清仓
RTX
RTX CORPORATION
-$895.1K
0
-100%
清仓
ORCL
ORACLE CORP
-$881.4K
0
-100%
增持
FNX
FIRST TR EXCHANGE-TRADED ALP
+$825.8K
17,071
+54%
减持
TFLO
ISHARES TR
-$821.9K
79,515
-17%
清仓
NOW
SERVICENOW INC
-$814.8K
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$797.9K
16,722
+155%
减持
META
META PLATFORMS INC
-$753.6K
2,607
-13%
减持
AAPL
APPLE INC
-$744.2K
16,157
-12%
清仓
KKR
KKR & CO INC
-$739.5K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$739.3K
1,512
-58%
增持
CAT
CATERPILLAR INC
+$733.1K
3,200
+19%
清仓
CSX
CSX CORP
-$720.1K
0
-100%
减持
AGG
ISHARES TR
-$665.1K
4,280
-60%
清仓
UBER
UBER TECHNOLOGIES INC
-$632.6K
0
-100%
建仓
DAR
DARLING INGREDIENTS INC
+$619.5K
9,696
清仓
VEEV
VEEVA SYS INC
-$617.8K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$615.0K
2,811
+76%
清仓
TYL
TYLER TECHNOLOGIES INC
-$614.7K
0
-100%
建仓
MUSA
MURPHY USA INC
+$601.8K
1,186
减持
TSLA
TESLA INC
-$600.2K
4,625
-4%
建仓
WELL
WELLTOWER INC
+$600.1K
2,987
清仓
CSGP
COSTAR GROUP INC
-$597.5K
0
-100%
清仓
RVTY
REVVITY INC
-$592.3K
0
-100%
建仓
GEL
GENESIS ENERGY L P
+$549.4K
31,144
减持
GOOG
ALPHABET INC
-$546.6K
5,893
-30%
增持
KO
COCA COLA CO
+$528.8K
16,712
+50%
建仓
JNJ
JOHNSON & JOHNSON
+$524.2K
2,175
增持
AMLP
ALPS ETF TR
+$509.4K
20,353
+71%
建仓
ENB
ENBRIDGE INC
+$503.8K
9,375
减持
AVGO
BROADCOM INC
-$496.0K
4,154
-11%
建仓
ABEV
AMBEV SA
+$493.6K
165,074
减持
COWZ
PACER FDS TR
-$487.6K
10,430
-47%
建仓
LMT
LOCKHEED MARTIN CORP
+$472.0K
740
减持
GS
GOLDMAN SACHS GROUP INC
-$454.3K
535
-54%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$442.7K
25,224
建仓
TIP
ISHARES TR
+$429.2K
3,875
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$415.7K
1,488
减持
PANW
PALO ALTO NETWORKS INC
-$409.8K
4,141
-17%
增持
TQQQ
PROSHARES TR
+$409.6K
23,200
+356%
减持
HYG
ISHARES TR
-$391.6K
6,305
-43%
清仓
CRM
SALESFORCE INC
-$383.7K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$377.5K
3,459
+138%
增持
PFF
ISHARES TR
+$360.3K
24,222
+102%
减持
JPM
JPMORGAN CHASE & CO
-$359.9K
11,395
-7%
增持
GLD
SPDR GOLD TR
+$359.4K
1,419
+108%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$356.6K
3,559
-31%
减持
PLD
PROLOGIS INC.
-$351.4K
1,889
-61%
减持
AMZN
AMAZON COM INC
-$350.0K
14,062
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$337.9K
4,918
-13%
减持
JCPB
J P MORGAN EXCHANGE TRADED F
-$335.2K
16,801
-29%
减持
IWV
ISHARES TR
-$328.6K
1,322
-38%
减持
MELI
MERCADOLIBRE INC
-$311.1K
246
-23%
建仓
CLOI
VANECK ETF TRUST
+$305.5K
5,819
清仓
NLR
VANECK ETF TRUST
-$294.0K
0
-100%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$282.9K
41,272
+11%
建仓
FYX
FIRST TR EXCHANGE-TRADED ALP
+$281.3K
2,316
建仓
ALB
ALBEMARLE CORP
+$272.9K
1,577
减持
FLRT
PACER FDS TR
-$267.0K
24,322
-18%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$266.5K
2,587
+9%
增持
MOAT
VANECK ETF TRUST
-$254.7K
85,655
+1%
清仓
FNV
FRANCO NEV CORP
-$253.3K
0
-100%
清仓
PEP
PEPSICO INC
-$253.0K
0
-100%
建仓
OTF
BLUE OWL TECHNOLOGY FIN CORP
+$248.8K
21,957
清仓
BTC
GRAYSCALE BITCOIN MINI TR ET
-$248.5K
0
-100%
增持
—
LINDE PLC
+$247.0K
1,612
+25%
减持
TDG
TRANSDIGM GROUP INC
-$241.1K
388
-27%
建仓
GEV
GE VERNOVA INC
+$221.6K
247
清仓
MLM
MARTIN MARIETTA MATLS INC
-$220.6K
0
-100%
建仓
VT
VANGUARD INTL EQUITY INDEX F
+$217.4K
1,552
建仓
EMBX
VANECK FDS
+$216.7K
4,314
建仓
INTC
INTEL CORP
+$207.6K
4,087
清仓
QBTS
D-WAVE QUANTUM INC
-$205.6K
0
-100%
清仓
CEG
CONSTELLATION ENERGY CORP
-$202.7K
0
-100%
减持
MRVL
MARVELL TECHNOLOGY INC
-$186.0K
5,522
-37%
减持
LLY
ELI LILLY & CO
+$178.9K
1,970
-3%
减持
DRI
DARDEN RESTAURANTS INC
-$171.9K
1,205
-46%
减持
ECL
ECOLAB INC
-$171.7K
1,964
-27%
减持
JPIE
J P MORGAN EXCHANGE TRADED F
-$138.9K
7,695
-27%
减持
TMC
TMC THE METALS COMPANY INC
-$137.4K
52,500
-5%
增持
PG
PROCTER & GAMBLE CO
+$130.6K
6,008
+23%
减持
MA
MASTERCARD INCORPORATED
-$130.3K
678
-20%
增持
ABBV
ABBVIE INC
+$130.0K
3,226
+35%
减持
TLTW
ISHARES TR
-$122.8K
81,750
-0%
减持
MPC
MARATHON PETE CORP
+$114.3K
2,514
-0%
增持
JIRE
J P MORGAN EXCHANGE TRADED F
+$109.8K
4,334
+45%
减持
WMB
WILLIAMS COS INC
-$103.2K
7,989
-33%
减持
IWF
ISHARES TR
-$101.9K
569
-20%
建仓
DRIP
DIREXION SHARES ETF TRUST
+$101.0K
23,703
增持
PLTR
PALANTIR TECHNOLOGIES INC
-$96.4K
13,324
+28%
增持
VYM
VANGUARD WHITEHALL FDS
+$88.4K
3,840
+13%
减持
GOOGL
ALPHABET INC
-$83.7K
3,239
-16%
减持
NEE
NEXTERA ENERGY INC
-$78.4K
13,633
-17%
减持
CSCO
CISCO SYS INC
+$73.6K
11,272
-3%
减持
CVX
CHEVRON CORPORATION
+$72.3K
1,962
-4%
增持
HD
HOME DEPOT INC
-$70.3K
3,540
+9%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$66.5K
10,344
-2%
减持
AXP
AMERICAN EXPRESS CO
-$54.8K
880
-3%
增持
COF
CAPITAL ONE FINL CORP
-$52.7K
1,628
+1%
增持
NFLX
NETFLIX INC.
-$42.9K
5,476
+931%
增持
DUK
DUKE ENERGY CORP NEW
+$35.8K
3,799
+2%
建仓
NFGC
NEW FOUND GOLD CORP
+$34.6K
18,000
减持
BA
BOEING CO
-$27.7K
7,642
-1%
增持
V
VISA INC
-$26.6K
3,877
+10%
减持
COST
COSTCO WHOLESALE CORPORATION
+$23.2K
236
-1%
减持
XLF
SELECT SECTOR SPDR TR
-$21.1K
4,848
-4%
建仓
LXRX
LEXICON PHARMACEUTICALS INC
+$18.0K
11,350
减持
ITW
ILLINOIS TOOL WKS INC
+$11.4K
1,063
-2%
减持
TFC
TRUIST FINL CORP
+$10.1K
5,460
-4%
减持
MDY
STATE STR SPDR S&P MIDCAP 40
+$9.5K
946
-3%
减持
—
TRANE TECHNOLOGIES PLC
-$8.7K
2,706
-2%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
-$7.5K
6,264
-4%
增持
GE
GE AEROSPACE
+$5.9K
3,366
+10%
减持
AEP
AMERICAN ELEC PWR CO INC
-$3.2K
2,921
-9%
增持
FXO
FIRST TR EXCHANGE-TRADED FD
+$1.3K
6,586
+0%
