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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 74
增持 24
减持 17
清仓 35
方向
标的
Δ市值
现股数(环比)
建仓
FNDX
SCHWAB STRATEGIC TR
+$30.0M
1,268,807
建仓
SCHX
SCHWAB STRATEGIC TR
+$29.7M
1,345,303
建仓
SCHG
SCHWAB STRATEGIC TR
+$25.9M
1,033,433
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
SCHF
SCHWAB STRATEGIC TR
+$15.4M
778,473
增持
BIL
SPDR SERIES TRUST SPDR BLOOMBERG 1 3 MONTH T BILL ETF
+$13.1M
235,798
+153%
增持
VO
VANGUARD INDEX FDS
+$9.6M
38,358
+2961%
增持
IJR
ISHARES TR
+$9.5M
95,019
+2606%
增持
IVV
ISHARES TR
+$8.0M
17,253
+476%
增持
EFG
ISHARES TRUST ISHARES MSCI EAFE GROWTH ETF
+$7.0M
72,123
+3074%
建仓
EMXC
ISHARES INC
+$6.3M
115,051
减持
SPY
SPDR S&P 500 ETF
-$3.9M
54,094
-11%
减持
NVDA
Nvidia Corporation Com
-$3.5M
217,161
-0%
减持
TLT
ISHARES 20 PLUS YEAR TREASURY BOND ETF
-$3.4M
3,418
-91%
增持
VOO
VANGUARD S&P 500 ETF
+$3.0M
8,613
+212%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.9M
46,393
+46%
建仓
IEFA
ISHARES TR
+$2.8M
37,279
建仓
SPYV
SPDR SER TR
+$2.8M
55,099
增持
XLF
SELECT SECTOR SPDR TRUST THE FINANCIAL SELECT SECTOR SPDR FUND
+$2.6M
59,034
+743%
减持
MSFT
MICROSOFT CORP
-$2.6M
32,565
-8%
建仓
XMMO
INVESCO EXCHANGE TRADED FD T
+$2.4M
21,468
建仓
ACWX
ISHARES TR
+$2.4M
42,941
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$2.0M
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$2.0M
14,962
+412%
增持
AGG
ISHARES CORE U S AGGREGATE BD ETF
+$2.0M
23,341
+630%
清仓
XMHQ
INVESCO EXCHANGE TRADED FD T
-$1.9M
0
-100%
减持
IWM
ISHARES RUSSELL 2000 ETF
-$1.9M
1,181
-88%
建仓
GDX
VANECK ETF TRUST VANECK GOLD MINERS ETF
+$1.8M
39,184
增持
MUB
ISHARES TR
+$1.8M
18,955
+814%
增持
—
EXXON MOBIL CORP
+$1.7M
16,431
+818%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.7M
2,062
-61%
建仓
IWY
ISHARES TR
+$1.7M
8,217
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$1.7M
74,963
减持
BX
BLACKSTONE INC
-$1.7M
1,615
-88%
清仓
ELV
ANTHEM INC COM
-$1.7M
0
-100%
清仓
HSY
HERSHEY CO
-$1.6M
0
-100%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.6M
2
清仓
—
ARISTA NETWORKS INC
-$1.5M
0
-100%
清仓
SNPS
SYNOPSYS INC
-$1.5M
0
-100%
建仓
TFI
SPDR SER TR
+$1.5M
32,427
建仓
VOE
VANGUARD INDEX FDS
+$1.5M
9,063
建仓
XLC
SELECT SECTOR SPDR TRUST THE COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$1.4M
14,943
增持
IJH
ISHARES TR
+$1.4M
33,971
+279%
清仓
XSMO
INVESCO EXCHANGE TRADED FD T
-$1.4M
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$1.4M
0
-100%
增持
NFLX
NETFLIX INC
+$1.4M
4,602
+10%
建仓
VB
VANGUARD INDEX FDS
+$1.3M
6,081
建仓
ANET
ARISTA NETWORKS INC
+$1.3M
17,320
减持
REGN
REGENERON PHARMACEUTICALS
-$1.3M
1,011
-39%
建仓
CSCO
CISCO SYS INC
+$1.3M
20,870
建仓
LNG
CHENIERE ENERGY INC
+$1.3M
5,520
清仓
MRSH
MARSH & MCLENNAN COS INC
-$1.3M
0
-100%
清仓
AXP
AMERICAN EXPRESS COMPANY
-$1.2M
0
-100%
建仓
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$1.2M
13,438
建仓
BUCK
SIMPLIFY EXCHANGE TRADED FUN
+$1.2M
50,345
清仓
EFX
EQUIFAX INC
-$1.2M
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$1.2M
19,901
减持
COST
COSTCO WHSL CORP NEW
-$1.2M
3,322
-32%
建仓
SCHP
SCHWAB STRATEGIC TR
+$1.2M
44,833
建仓
RVNU
DBX ETF TR
+$1.2M
48,877
减持
TMUS
T MOBILE US INC
-$1.2M
3,151
-69%
清仓
SE
SEA LTD
-$1.2M
0
-100%
建仓
BJ
BJS WHSL CLUB HLDGS INC
+$1.2M
10,103
清仓
GWRE
GUIDEWIRE SOFTWARE INC
-$1.1M
0
-100%
建仓
—
AON PLC
+$1.1M
2,850
清仓
NBIX
NEUROCRINE BIOSCIENCES INC
-$1.1M
0
-100%
增持
VOT
VANGUARD INDEX FDS
+$1.1M
7,821
+133%
清仓
HEI
HEICO CORP NEW
-$1.1M
0
-100%
建仓
FXI
ISHARES TR
+$1.1M
29,938
清仓
DHR
DANAHER CORPORATION
-$1.1M
0
-100%
减持
QQQ
Invesco QQQ Trust
-$1.1M
60,179
-2%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$1.1M
0
-100%
建仓
BLK
BLACKROCK INC
+$1.0M
1,099
建仓
CTVA
CORTEVA INC
+$1.0M
16,435
建仓
—
ACCENTURE PLC IRELAND
+$1.0M
3,282
建仓
IWS
ISHARES TR
+$1.0M
8,111
增持
META
Meta Platforms Inc Cl A
+$1.0M
10,917
+8%
建仓
CME
CME GROUP INC
+$1.0M
3,831
清仓
—
TEUCRIUM COMMODITY TR
-$994.5K
0
-100%
清仓
—
BLACKROCK INC
-$974.0K
0
-100%
增持
VBR
VANGUARD INDEX FDS
+$959.0K
6,958
+310%
建仓
RTX
RTX CORPORATION
+$945.5K
7,138
增持
V
VISA INC CL A COMMON STOCK
+$939.9K
4,439
+99%
清仓
OKTA
OKTA INC
-$914.9K
0
-100%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD
-$905.8K
0
-100%
建仓
EPOL
ISHARES TR
+$899.7K
32,120
建仓
SCHC
SCHWAB STRATEGIC TR
+$898.6K
25,044
清仓
SQ
BLOCK INC
-$888.1K
0
-100%
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$886.9K
0
-100%
增持
HD
HOME DEPOT INC
+$878.3K
4,521
+114%
建仓
NET
CLOUDFLARE INC
+$877.5K
7,787
清仓
GNRC
GENERAC HLDGS INC
-$861.4K
0
-100%
增持
AVGO
BROADCOM INC COMMON STOCK
+$851.9K
8,842
+129%
建仓
SONY
SONY GROUP CORP
+$850.4K
33,493
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$850.4K
1,754
建仓
IWP
ISHARES TR
+$841.3K
7,160
建仓
HUBS
HUBSPOT INC
+$835.2K
1,462
清仓
IDXX
IDEXX LABS INC
-$818.3K
0
-100%
建仓
KVUE
KENVUE INC
+$797.0K
33,238
建仓
SCHE
SCHWAB STRATEGIC TR
+$796.9K
28,903
增持
TFC
TRUIST FINL CORP
+$796.2K
25,163
+368%
建仓
LGOV
FIRST TR EXCHANGE-TRADED FD
+$793.4K
36,901
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$791.4K
10,591
建仓
SHM
SPDR SER TR
+$771.9K
16,217
建仓
HCA
HCA HEALTHCARE INC
+$767.5K
2,221
清仓
FCX
FREEPORT-MCMORAN INC
-$764.1K
0
-100%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$759.5K
12,696
+327%
建仓
HQY
HEALTHEQUITY INC
+$755.6K
8,550
建仓
PSLV
SPROTT PHYSICAL SILVER TR
+$751.4K
64,776
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$748.9K
25,975
+138%
清仓
—
ASML HOLDING N V
-$746.6K
0
-100%
建仓
PEN
PENUMBRA INC
+$731.6K
2,736
清仓
CPNG
COUPANG INC CLASS A COMMON STOCK
-$731.2K
0
-100%
建仓
RBLX
ROBLOX CORP
+$728.3K
12,495
增持
RSP
INVESCO EXCHANGE TRADED FUND TRUST INVESCO S&P 500 EQUAL WEIGHT ETF
+$715.1K
12,570
+51%
建仓
MCO
MOODYS CORP
+$714.4K
1,534
建仓
BKR
BAKER HUGHES COMPANY
+$706.8K
16,081
建仓
Z
ZILLOW GROUP INC
+$691.3K
10,083
减持
NOW
SERVICENOW INC COM
-$689.5K
2,011
-25%
建仓
EFA
ISHARES MSCI EAFE ETF
+$678.5K
8,302
减持
ABBV
ABBVIE INC
-$665.8K
4,739
-44%
建仓
GAP
GAP INC
+$652.3K
31,648
建仓
TME
TENCENT MUSIC ENTMT GROUP
+$648.0K
44,967
减持
IVW
ISHARES TR
-$644.9K
11,420
-38%
建仓
—
UBS GROUP AG
+$638.6K
20,850
清仓
CHDN
CHURCHILL DOWNS INC
-$635.1K
0
-100%
建仓
MKC
MCCORMICK & CO INC
+$629.1K
7,643
建仓
UBER
UBER TECHNOLOGIES INC COMMON STOCK
+$628.0K
8,619
清仓
VRNS
VARONIS SYS INC
-$623.6K
0
-100%
建仓
ADSK
AUTODESK INC
+$622.3K
2,377
减持
ORCL
ORACLE CORP
-$619.2K
6,048
-42%
建仓
KDP
KEURIG DR PEPPER INC
+$614.0K
17,942
清仓
LPLA
LPL FINL HLDGS INC
-$610.7K
0
-100%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$602.1K
1,744
建仓
OTIS
OTIS WORLDWIDE CORP
+$599.3K
5,807
清仓
APPF
APPFOLIO INC
-$597.1K
0
-100%
建仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
+$587.1K
17,986
建仓
MUNI
PIMCO ETF TR
+$580.1K
11,254
清仓
JPIE
J P MORGAN EXCHANGE TRADED F
-$578.5K
0
-100%
建仓
EXEL
EXELIXIS INC
+$571.8K
15,487
建仓
SCHO
SCHWAB STRATEGIC TR
+$567.4K
23,313
建仓
VNLA
JANUS DETROIT STR TR
+$541.5K
11,017
建仓
MDYV
SPDR SER TR
+$541.1K
7,023
建仓
PPL
PPL CORP
+$540.2K
14,961
建仓
—
AMDOCS LTD
+$534.5K
5,842
建仓
—
LOGITECH INTL S A
+$534.1K
6,327
减持
GOOGL
ALPHABET INC
-$523.4K
10,381
-20%
建仓
AVAV
AEROVIRONMENT INC
+$507.5K
4,258
减持
AMZN
AMAZON.COM INC
+$507.1K
45,351
-0%
清仓
CDNS
CADENCE DESIGN SYSTEM INC
-$503.4K
0
-100%
清仓
CG
CARLYLE GROUP INC
-$490.8K
0
-100%
