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
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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 55
增持 49
减持 21
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
BIL
SPDR Bloomberg 1-3 Month T-Bill ETF
-$13.2M
133,024
-52%
增持
NVDA
Nvidia Corporation Com
+$6.7M
219,860
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$3.9M
1,370,889
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。
+4%
增持
FNDX
SCHWAB STRATEGIC TR
+$3.8M
1,304,132
+5%
减持
AAPL
Apple Inc Com
+$3.3M
71,034
-2%
增持
SCHG
SCHWAB STRATEGIC TR
+$3.3M
1,016,583
+2%
增持
VTI
Vanguard Total Stock Market ETF
+$3.2M
26,792
+47%
增持
QQQ
Invesco QQQ Trust
+$3.2M
60,283
+1%
增持
PLTR
Palantir Technologies Inc. - Class A Common Stock
+$2.6M
54,478
+1%
建仓
MS
MORGAN STANLEY
+$2.5M
15,810
增持
JPST
JPMorgan Ultra-Short Income ETF
+$2.3M
50,785
+1003%
增持
TSLA
Tesla Inc Com
+$2.1M
14,777
+4%
减持
SPY
SPDR S&P 500 ETF
+$2.0M
48,305
-1%
增持
GOOG
Alphabet Inc. - Class C Capital Stock
+$2.0M
23,995
+10%
建仓
ILF
ISHARES TR
+$1.8M
62,360
增持
IJR
ISHARES TR
+$1.6M
105,742
+6%
增持
SCHF
SCHWAB STRATEGIC TR
+$1.6M
795,109
+4%
增持
CLS
CELESTICA INC
+$1.5M
7,492
+241%
增持
VO
VANGUARD INDEX FDS
+$1.4M
41,892
+7%
增持
IEFA
ISHARES TR
+$1.3M
70,442
+20%
建仓
SHOP
Shopify Inc. - Class A Subordinate Voting Shares
+$1.2M
8,233
建仓
IONQ
IONQ INC
+$1.2M
19,857
建仓
SPYM
SPDR SERIES TRUST
+$1.2M
15,342
减持
IJH
ISHARES TR
-$1.2M
14,737
-57%
清仓
NDAQ
NASDAQ INC
-$1.2M
0
-100%
清仓
TTD
THE TRADE DESK INC
-$1.2M
0
-100%
清仓
PXF
INVESCO EXCH TRADED FD TR II
-$1.1M
0
-100%
增持
AMZN
Amazon.com, Inc. - Common Stock
+$1.1M
50,881
+11%
减持
ALAB
ASTERA LABS INC
+$1.1M
10,619
-0%
清仓
EPOL
ISHARES TR
-$1.1M
0
-100%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$1.1M
44,886
建仓
DYNF
BLACKROCK ETF TRUST
+$1.0M
17,728
清仓
VEU
Vanguard FTSE All World Ex US ETF
-$1.0M
0
-100%
清仓
BJ
BJS WHSL CLUB HLDGS INC
-$997.8K
0
-100%
建仓
FSLR
FIRST SOLAR INC
+$968.8K
4,393
建仓
XPEV
XPENG INC
+$968.2K
41,341
清仓
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$957.2K
0
-100%
建仓
XTEN
BONDBLOXX ETF TRUST
+$951.1K
20,397
增持
IVW
ISHARES TR
+$934.0K
18,152
+59%
建仓
IVE
ISHARES TR
+$928.0K
4,493
建仓
QUAL
ISHARES TR
+$903.7K
4,646
清仓
HCA
HCA HEALTHCARE INC
-$899.1K
0
-100%
建仓
IEMG
ISHARES INC
+$886.0K
13,440
建仓
U
UNITY SOFTWARE INC
+$885.3K
22,110
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$868.6K
15,101
增持
EMXC
ISHARES INC
+$864.1K
109,695
+6%
建仓
NXT
NEXTRACKER INC
+$831.7K
11,241
增持
CRWV
COREWEAVE INC
+$831.2K
8,624
+303%
减持
AVGO
Broadcom Inc. - Common Stock
-$827.7K
3,802
-50%
建仓
IUSB
ISHARES TR
+$803.5K
17,201
增持
EFV
iShares MSCI EAFE Value ETF
+$802.7K
40,205
+33%
建仓
—
Grab Holdings Limited - Class A Ordinary Shares
+$802.0K
133,230
建仓
NVS
NOVARTIS AG
+$800.0K
6,238
建仓
—
ASML HOLDING N V
+$770.6K
796
清仓
PEN
PENUMBRA INC
-$741.7K
0
-100%
建仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$729.4K
16,970
增持
JNJ
Johnson & Johnson Common Stock
+$720.7K
5,593
+170%
清仓
HQY
HEALTHEQUITY INC
-$705.7K
0
-100%
清仓
EXEL
EXELIXIS INC
-$704.5K
0
-100%
建仓
OXY
OCCIDENTAL PETE CORP
+$683.5K
14,466
建仓
MBB
ISHARES TR
+$680.1K
7,147
增持
META
Meta Platforms Inc Cl A
+$677.5K
11,979
+9%
建仓
DOCS
DOXIMITY INC
+$670.1K
9,161
增持
NU
NU HLDGS LTD
+$665.7K
82,054
+74%
增持
—
CREDO TECHNOLOGY GROUP HOLDI
+$661.7K
7,413
+64%
建仓
RKT
ROCKET COS INC
+$642.3K
33,141
清仓
EOG
EOG RES INC
-$640.3K
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$625.4K
0
-100%
减持
ACWX
ISHARES TR
-$618.5K
33,222
-27%
清仓
WELL
Welltower Inc. Common Stock
-$601.5K
0
-100%
增持
VB
VANGUARD INDEX FDS
+$598.6K
13,942
+12%
减持
GOOGL
Alphabet Inc. - Class A Common Stock
+$596.8K
11,309
-7%
清仓
EPRT
ESSENTIAL PPTYS RLTY TR INC
-$592.2K
0
-100%
增持
BABA
Alibaba Group Holding Limited American Depositary Shares each representing eight
+$582.4K
8,258
+5%
增持
ABBV
ABBVIE INC
+$571.1K
6,646
+27%
建仓
TPR
TAPESTRY INC
+$568.9K
5,025
建仓
TEM
TEMPUS AI INC
+$566.1K
7,014
减持
MA
MASTERCARD INCORPORATED
-$561.4K
1,794
-36%
增持
VXUS
VANGUARD STAR FDS
+$541.9K
31,354
+23%
建仓
AFRM
AFFIRM HLDGS INC
+$538.0K
7,362
建仓
BINC
BLACKROCK ETF TRUST II
+$514.3K
9,660
清仓
RELX
RELX PLC
-$510.2K
0
-100%
增持
EFG
iShares MSCI EAFE Growth ETF
+$509.4K
74,766
+5%
建仓
IAGG
ISHARES TR
+$507.2K
9,900
清仓
EQNR
EQUINOR ASA
-$502.8K
0
-100%
增持
DDOG
DATADOG INC
+$499.7K
7,737
+73%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$491.8K
3,849
+91%
减持
SCHO
SCHWAB STRATEGIC TR
-$489.5K
14,301
-58%
建仓
CFG
CITIZENS FINL GROUP INC
+$481.6K
9,058
建仓
GWRE
GUIDEWIRE SOFTWARE INC
+$474.9K
2,066
建仓
GLDM
WORLD GOLD TR
+$472.3K
6,178
增持
VOO
Vanguard S&P 500 ETF
+$468.7K
8,416
+2%
增持
SPYV
SPDR SERIES TRUST
+$451.8K
98,332
+3%
减持
EFA
iShares MSCI EAFE ETF
-$451.2K
11,771
-32%
增持
NEM
Newmont Corporation
+$448.5K
14,658
+8%
建仓
IBIT
iShares Bitcoin Trust
+$445.4K
6,852
增持
FXI
ISHARES TR
+$434.1K
39,383
+22%
增持
RDDT
Reddit, Inc. Class A Common Stock
+$424.8K
3,442
+41%
增持
NFLX
NETFLIX INC
-$407.8K
5,258
+5%
清仓
COWZ
Pacer US Cash Cows 100 ETF
-$405.5K
0
-100%
建仓
THRO
BLACKROCK ETF TRUST
+$398.2K
10,517
清仓
XLV
SPDR Select Sector Fund - Health Care
-$396.3K
0
-100%
增持
DASH
DOORDASH INC
+$390.9K
5,310
+24%
减持
XLK
SPDR Select Sector Fund - Technology
+$380.7K
13,686
-0%
建仓
T
AT&T INC
+$377.0K
13,350
减持
USFR
WisdomTree Floating Rate Treasury Fund
-$374.8K
6,759
-52%
建仓
BAI
BLACKROCK ETF TRUST
+$371.7K
10,881
减持
IVV
ISHARES TR
-$368.7K
18,712
-10%
建仓
JPIE
J P MORGAN EXCHANGE TRADED F
+$340.4K
7,335
减持
CSCO
CISCO SYS INC
-$339.8K
21,104
-18%
清仓
UPS
UNITED PARCEL SERVICE INC
-$339.7K
0
-100%
增持
AMD
Advanced Micro Devices, Inc. - Common Stock
+$331.1K
7,180
+23%
建仓
BOTZ
GLOBAL X FDS
+$331.1K
9,344
减持
NOW
ServiceNow, Inc. Common Stock
-$327.8K
2,230
-4%
建仓
APP
APPLOVIN CORP
+$323.3K
450
建仓
TSM
Taiwan Semiconductor Manufacturing Company Ltd.
+$323.1K
1,156
建仓
EMB
iShares J.P. Morgan USD Emerging Markets Bond ETF
+$323.0K
3,392
增持
ANET
ARISTA NETWORKS INC
+$315.0K
7,117
+1%
增持
MRVL
Marvell Technology, Inc. - Common Stock
+$307.9K
9,456
+50%
增持
SCHE
SCHWAB STRATEGIC TR
+$306.3K
29,895
+30%
增持
NOC
NORTHROP GRUMMAN CORP
+$301.5K
2,200
+6%
清仓
PG
Procter & Gamble Company (The) Common Stock
-$295.1K
0
-100%
建仓
CWI
SPDR INDEX SHS FDS
+$289.6K
8,294
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$289.1K
7,564
减持
RTX
RTX CORPORATION
-$288.4K
4,707
-36%
清仓
SEZL
SEZZLE INC
-$287.2K
0
-100%
增持
BKR
Baker Hughes Company - Common Stock
+$285.9K
19,061
+14%
建仓
MMM
3M CO
+$282.8K
1,822
增持
MUNI
PIMCO ETF TR
+$282.2K
63,254
+7%
减持
IWY
ISHARES TR
+$281.7K
13,840
-3%
建仓
CAT
CATERPILLAR INC
+$279.3K
585
建仓
IGSB
ISHARES TR
+$272.9K
5,147
减持
LNG
CHENIERE ENERGY INC
-$270.7K
4,606
-17%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$263.4K
2,175
建仓
HON
HONEYWELL INTL INC
+$261.7K
1,243
减持
MSFT
Microsoft Corp Com
+$261.2K
31,050
-2%
清仓
—
ACCENTURE PLC IRELAND
-$260.3K
0
-100%
建仓
SO
Southern Company (The) Common Stock
+$257.1K
2,712
建仓
STIP
ISHARES TR
+$250.1K
2,420
建仓
MTUM
ISHARES TR
+$247.1K
963
增持
CVX
Chevron Corporation Common Stock
+$242.9K
4,531
+41%
建仓
MU
MICRON TECHNOLOGY INC
+$238.5K
1,425
清仓
ESGU
ISHARES TR
-$235.8K
0
-100%
增持
VEA
Vanguard FTSE Developed Markets ETF
+$235.7K
28,308
+11%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$234.2K
1,247
减持
PM
PHILIP MORRIS INTL INC
-$234.1K
1,409
-45%
增持
VEEV
Veeva Systems Inc. Class A Common Stock
+$233.8K
4,987
+15%
清仓
BOND
PIMCO ETF TR
-$232.1K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC
+$231.3K
5,598
+26%
建仓
KLRS
KALARIS THERAPEUTICS INC
+$231.2K
40,000
