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Fortis Capital Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Fortis Capital Advisors, LLC
报告期 2026-03-31 · CIK 0001959790
持仓数
371
前50大市值合计
$526.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 19
增持 60
减持 52
清仓 19
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$6.4M
2,994
-79%
增持
BIL
SPDR SERIES TRUST SPDR BLOOMBERG 1 3 MONTH T BILL ETF
+$1.9M
93,207
+28%
增持
COST
COSTCO WHSL CORP NEW
+$1.5M
4,878
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。
+54%
减持
IJH
ISHARES TR
-$1.5M
8,969
-73%
减持
SPY
SPDR S&P 500 ETF
-$1.3M
60,528
-26%
减持
AGG
ISHARES CORE U S AGGREGATE BD ETF
-$1.2M
3,197
-79%
建仓
SE
SEA LTD
+$1.2M
14,921
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$1.1M
43,341
-35%
建仓
NBIX
NEUROCRINE BIOSCIENCES INC
+$1.1M
8,852
减持
XSMO
INVESCO EXCHANGE TRADED FD T
-$1.1M
21,609
-43%
减持
IJR
ISHARES TR
-$1.0M
3,511
-72%
建仓
—
TEUCRIUM COMMODITY TR
+$994.5K
200,103
减持
QQQ
Invesco QQQ Trust
-$947.8K
61,499
-1%
减持
HD
HOME DEPOT INC
-$935.8K
2,113
-50%
建仓
OKTA
OKTA INC
+$914.9K
11,621
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$905.8K
67,899
清仓
—
NEOS ETF TRUST
-$893.9K
0
-100%
建仓
GNRC
GENERAC HLDGS INC
+$861.4K
5,503
减持
AVGO
BROADCOM INC COMMON STOCK
-$837.8K
3,860
-55%
建仓
IDXX
IDEXX LABS INC
+$818.3K
1,700
增持
TMUS
T MOBILE US INC
+$809.2K
10,176
+73%
增持
VEEV
VEEVA SYS INC
+$804.0K
7,212
+100%
减持
AAPL
Apple Inc Com
-$783.3K
75,018
-3%
减持
META
Meta Platforms Inc Cl A
-$748.5K
10,117
-4%
建仓
CPNG
COUPANG INC CLASS A COMMON STOCK
+$731.2K
33,012
增持
MA
MASTERCARD INCORPORATED
+$698.3K
3,957
+61%
清仓
CSCO
CISCO SYS INC
-$675.8K
0
-100%
减持
NVO
NOVO-NORDISK A S
-$658.5K
2,279
-72%
减持
XLRE
SELECT SECTOR SPDR TRUST THE REAL ESTATE SELECT SECTOR SPDR FUND
-$656.6K
15,337
-48%
建仓
TEAM
ATLASSIAN CORPORATION
+$635.6K
3,838
建仓
LPLA
LPL FINL HLDGS INC
+$610.7K
2,722
建仓
BABA
ALIBABA GROUP HLDG LTD
+$607.4K
7,288
减持
VOO
VANGUARD S&P 500 ETF
-$599.7K
2,763
-28%
建仓
APPF
APPFOLIO INC
+$597.1K
2,574
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$578.5K
12,543
减持
MSFT
Microsoft Corp Com
-$578.0K
35,498
-1%
清仓
LNG
CHENIERE ENERGY INC
-$545.5K
0
-100%
减持
HON
HONEYWELL INTL INC
-$534.8K
1,033
-72%
清仓
GS
GS
-$530.3K
0
-100%
增持
HEI
HEICO CORP NEW
+$522.9K
4,215
+97%
增持
ELV
ANTHEM INC COM
+$504.7K
2,982
+34%
建仓
CDNS
CADENCE DESIGN SYSTEM INC
+$503.4K
1,872
建仓
CG
CARLYLE GROUP INC
+$490.8K
12,230
清仓
CMG
CMG
-$465.9K
0
-100%
建仓
JD
JD.COM INC
+$464.2K
17,193
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$458.6K
31,787
-19%
增持
NEE
NEXTERA ENERGY INC
+$457.2K
18,386
+52%
建仓
ALB
ALBEMARLE CORP
+$452.3K
5,012
建仓
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$447.1K
18,059
增持
MRSH
MARSH & MCLENNAN COS INC
+$416.3K
5,563
+46%
减持
TFC
TRUIST FINL CORP
-$415.8K
5,382
-65%
清仓
VONG
VONG
-$414.1K
0
-100%
清仓
PSX
PHILLIPS 66
-$400.0K
0
-100%
增持
HSY
HERSHEY CO
+$397.8K
8,421
+32%
清仓
AMT
AMT
-$395.4K
0
-100%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$391.7K
0
-100%
清仓
VRT
VERTIV HOLDINGS CO
-$389.7K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$384.1K
7,643
-23%
清仓
VMC
VULCAN MATLS CO
-$378.9K
0
-100%
清仓
EQIX
EQUINIX INC
-$373.7K
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$361.8K
1,671
+9%
减持
XLF
SELECT SECTOR SPDR TRUST THE FINANCIAL SELECT SECTOR SPDR FUND
-$352.3K
7,000
-53%
清仓
RBLX
ROBLOX CORP
-$350.7K
0
-100%
增持
BX
BLACKSTONE INC
+$349.2K
13,275
+32%
增持
NOC
NORTHROP GRUMMAN CORP
+$300.4K
5,341
+13%
增持
GOOGL
ALPHABET INC
+$288.7K
13,029
+17%
增持
NDAQ
NASDAQ INC
+$281.8K
19,703
+26%
建仓
PFIX
SIMPLIFY EXCHANGE TRADED FUN
+$274.1K
6,470
增持
SQ
BLOCK INC
+$258.4K
13,440
+43%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$255.6K
0
-100%
增持
LLY
ELI LILLY & CO
+$247.9K
1,947
+6%
增持
NOW
SERVICENOW INC COM
+$239.7K
2,679
+17%
增持
AMZN
AMAZON.COM INC
-$234.0K
45,498
+1%
清仓
PEMX
PUTNAM ETF TRUST
-$213.8K
0
-100%
清仓
IEUR
IEUR
-$211.2K
0
-100%
增持
TSLA
Tesla Inc Com
+$209.2K
19,288
+29%
减持
—
ARISTA NETWORKS INC
-$208.5K
4,329
-4%
清仓
AMGN
AMGEN INC
-$207.8K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$200.5K
0
-100%
减持
VTWO
VANGUARD SCOTTSDALE FDS
-$195.0K
2,973
-42%
增持
TLT
ISHARES 20 PLUS YEAR TREASURY BOND ETF
+$193.2K
38,411
+7%
增持
ORCL
ORACLE CORP
+$189.8K
10,368
+39%
增持
FCX
FREEPORT-MCMORAN INC
+$184.8K
17,255
+49%
增持
VOT
VANGUARD INDEX FDS
+$181.9K
3,360
+33%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$158.4K
4,785
+33%
增持
TTD
THE TRADE DESK INC
+$156.9K
11,905
+20%
增持
CHDN
CHURCHILL DOWNS INC
+$153.5K
4,570
+28%
增持
NVDA
Nvidia Corporation Com
-$153.1K
217,928
+1%
清仓
ETV
EATON VANCE TAX-MANAGED BUY-
-$140.5K
0
-100%
增持
TLTW
ISHARES TR
+$134.6K
18,732
+39%
增持
RSG
REPUBLIC SVCS INC
+$127.1K
5,085
+10%
减持
RSP
INVESCO EXCHANGE TRADED FUND TRUST INVESCO S&P 500 EQUAL WEIGHT ETF
-$119.1K
8,315
-6%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$118.9K
2,568
+24%
减持
MCD
MCDONALDS CORP
-$117.7K
7,405
-0%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$113.1K
1,462
-27%
减持
XMHQ
INVESCO EXCHANGE TRADED FD T
-$107.5K
18,604
-4%
增持
STZ
CONSTELLATION BRANDS INC
+$106.7K
5,839
+16%
减持
NFLX
NETFLIX INC
-$90.0K
4,194
-2%
增持
—
ASML HOLDING N V
+$89.2K
826
+5%
增持
EFX
EQUIFAX INC
+$89.0K
3,959
+3%
减持
AXP
AMERICAN EXPRESS COMPANY
-$87.2K
4,827
-2%
减持
VGT
VANGUARD WORLD FD
-$79.7K
789
-13%
减持
GOOG
ALPHABET INC CLASS C CAPITAL STOCK
-$72.5K
20,788
-1%
增持
AGM
FEDERAL AGRIC MTG CORP
+$72.0K
7,009
+0%
增持
MPWR
MONOLITHIC PWR SYS INC
+$69.8K
767
+10%
减持
—
BLACKROCK INC
-$59.1K
1,080
-1%
减持
WMT
WALMART INC
-$57.3K
2,854
-17%
减持
HIGH
SIMPLIFY EXCHANGE TRADED FUNDS SIMPLIFY ENHANCED INCOME ETF
-$48.0K
12,027
-15%
增持
IVW
ISHARES TR
-$42.1K
18,283
+0%
减持
ABBV
ABBVIE INC
-$41.9K
8,450
-2%
增持
SNPS
SYNOPSYS INC
+$41.3K
2,865
+0%
增持
EOG
EOG RES INC
+$40.5K
6,001
+1%
增持
USFR
WISDOMTREE TR
+$34.4K
19,682
+3%
减持
—
EXXON MOBIL CORP
-$33.7K
1,790
-14%
增持
IWM
ISHARES RUSSELL 2000 ETF
+$32.2K
9,603
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DELCL B NEWCOMMON STOCK
-$32.1K
1,211
-8%
减持
DIS
DISNEY WALT CO
-$31.8K
2,262
-8%
增持
VBK
VANGUARD INDEX FDS
+$30.4K
6,088
+4%
减持
UPS
UNITED PARCEL SERVICE INC
-$30.1K
3,081
-1%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF FTSE EMERGING INDEX
-$26.8K
9,089
+0%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$26.3K
10,907
+6%
减持
CVX
CHEVRON CORP NEW
-$25.5K
2,549
-7%
减持
UNH
UNITEDHEALTH GROUP INC
-$24.2K
389
-10%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$24.1K
6,826
+8%
减持
PM
PHILIP MORRIS INTL INC
-$23.9K
1,722
-12%
增持
SO
SOUTHERN CO
+$23.6K
2,694
+16%
减持
JNJ
JOHNSON & JOHNSON
-$22.8K
2,924
-7%
增持
IWF
ISHARES TR
-$21.9K
2,584
+0%
增持
DHR
DANAHER CORPORATION
-$20.8K
3,983
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$19.2K
3,655
+3%
增持
ESGU
ISHARES TR
+$18.2K
2,464
+8%
增持
LMT
LOCKHEED MARTIN CORP
-$17.5K
1,136
+0%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$16.8K
931
+6%
增持
EFV
ISHARES TRUST ISHARES MSCI EAFE VALUE ETF
+$16.6K
5,174
+7%
减持
VO
VANGUARD INDEX FDS
-$16.3K
1,253
-3%
增持
EFG
ISHARES TRUST ISHARES MSCI EAFE GROWTH ETF
+$15.6K
2,272
+7%
增持
GWRE
GUIDEWIRE SOFTWARE INC
-$15.2K
7,720
+21%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$13.2K
4,502
+2%
增持
VYM
VANGUARD WHITEHALL FDS
+$13.1K
2,733
+5%
增持
QUAL
ISHARES TR
+$11.8K
1,231
+7%
减持
ADBE
ADOBE INC
+$11.5K
670
-7%
减持
SBUX
STARBUCKS CORP
-$10.4K
2,566
-1%
减持
AZO
AUTOZONE INC
-$9.5K
100
-4%
减持
VOOG
VANGUARD ADMIRAL FDS INC S&P 500 GROWTH INDEX FD ETF SHS
-$7.7K
689
-1%
增持
IUSB
ISHARES TR
+$7.7K
5,032
+4%
增持
DUK
DUKE ENERGY CORPORATION HOLDING COMPANY
+$7.0K
2,161
+4%
减持
PPA
INVESCO EXCHANGE TRADED FD T
-$6.8K
2,190
-1%
减持
TJX
TJX COS INC NEW
-$6.7K
3,102
-2%
减持
BXSL
BLACKSTONE SECD LENDING FD
+$6.1K
10,661
-1%
减持
IHI
ISHARES TR
-$5.1K
3,475
-2%
