Fortis Advisors, LLC
WAYNE PA · SEC CIK 0001697478
$2.00亿2026Q1 申报市值
119持仓数
43.2%前十大占比 · 第一大 6.2%
14 / 18新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EMLC 新建仓+$997.03万
BIV 新建仓+$919.35万
SCHP 加仓+$663.98万
VOLT 新建仓+$443.31万
DGT 新建仓+$403.49万
2026Q1 卖出最多 按季末市值估算
VUSB 减仓-$1,560.79万
GDX 减仓-$335.15万
RSPG 清仓-$280.18万
VTI 减仓-$267.54万
MOO 清仓-$263.11万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| RSPG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -35,205 | -100.0% | -$280.18万 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$275.39万 | 清仓 |
| MOO | VANECK ETF TRUST | $0 | 0.00% | 0 | -36,146 | -100.0% | -$263.11万 | 清仓 |
| VFVA | VANGUARD WELLINGTON FD | $0 | 0.00% | 0 | -6,473 | -100.0% | -$85.95万 | 清仓 |
| IVV | ISHARES TR | $0 | 0.00% | 0 | -1,219 | -100.0% | -$83.50万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -2,332 | -100.0% | -$67.12万 | 清仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -14,021 | -100.0% | -$63.81万 | 清仓 |
| HR | HEALTHCARE RLTY TR | $0 | 0.00% | 0 | -31,890 | -100.0% | -$54.05万 | 清仓 |
| IUSV | ISHARES TR | $0 | 0.00% | 0 | -5,051 | -100.0% | -$51.79万 | 清仓 |
| SPYV | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8,736 | -100.0% | -$49.63万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -694 | -100.0% | -$47.33万 | 清仓 |
| VUG | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -820 | -100.0% | -$40.02万 | 清仓 |
| ECOW | PACER FDS TR | $0 | 0.00% | 0 | -13,717 | -100.0% | -$33.47万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -400 | -100.0% | -$26.50万 | 清仓 |
| QLTA | ISHARES TR | $0 | 0.00% | 0 | -5,477 | -100.0% | -$26.34万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$25.50万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -588 | -100.0% | -$21.75万 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RBBN | RIBBON COMMUNICATIONS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$2.88万 | 清仓 |
| ENVX | ENOVIX CORPORATION | $6.32万 | 0.03% | 12,200 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $20.74万 | 0.10% | 1,260 | 7 | 0.6% | $1,152 | 加仓 |
| LOW | LOWES COS INC | $21.27万 | 0.11% | 900 | -27 | -2.9% | -$6,380 | 减仓 |
| TLT | ISHARES TR | $21.92万 | 0.11% | 2,529 | 18 | 0.7% | $1,560 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $22.08万 | 0.11% | 4,513 | -675 | -13.0% | -$3.30万 | 重新持有 |
| ABBV | ABBVIE INC | $22.89万 | 0.11% | 1,056 | -23 | -2.1% | -$4,986 | 减仓 |
| NVDA | NVIDIA CORPORATION | $23.21万 | 0.12% | 1,331 | -29 | -2.1% | -$5,056 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $23.25万 | 0.12% | 7,545 | 7,545 | — | $23.25万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $23.59万 | 0.12% | 929 | -147 | -13.7% | -$3.73万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $23.82万 | 0.12% | 15,000 | -2,500 | -14.3% | -$3.97万 | 减仓 |
| EFV | ISHARES TR | $23.90万 | 0.12% | 3,215 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $24.07万 | 0.12% | 3,426 | -456 | -11.7% | -$3.20万 | 减仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $24.24万 | 0.12% | 2,069 | 5 | 0.2% | $586 | 加仓 |
| IVW | ISHARES TR | $24.61万 | 0.12% | 2,176 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $24.77万 | 0.12% | 849 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $25.06万 | 0.13% | 2,083 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $25.13万 | 0.13% | 9,150 | -2,250 | -19.7% | -$6.18万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $25.86万 | 0.13% | 596 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $25.98万 | 0.13% | 4,762 | 274 | 6.1% | $1.49万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $26.37万 | 0.13% | 4,126 | 2 | 0.0% | $128 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $27.65万 | 0.14% | 7,262 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $28.03万 | 0.14% | 3,500 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $28.08万 | 0.14% | 5,417 | 855 | 18.7% | $4.43万 | 加仓 |
| CVS | CVS HEALTH CORP | $29.45万 | 0.15% | 4,100 | -100 | -2.4% | -$7,182 | 减仓 |
| VXUS | VANGUARD STAR FDS | $29.48万 | 0.15% | 3,823 | -326 | -7.9% | -$2.51万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $29.50万 | 0.15% | 1,450 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $30.65万 | 0.15% | 6,208 | -641 | -9.4% | -$3.16万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $30.92万 | 0.15% | 6,145 | -1,755 | -22.2% | -$8.83万 | 减仓 |
| LQD | ISHARES TR | $31.08万 | 0.16% | 2,852 | 114 | 4.2% | $1.24万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $31.73万 | 0.16% | 4,800 | 4,800 | — | $31.73万 | 新建仓 |
| BWA | BORGWARNER INC | $33.10万 | 0.17% | 6,100 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $33.10万 | 0.17% | 1,568 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $35.16万 | 0.18% | 1,800 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $35.66万 | 0.18% | 3,700 | -22 | -0.6% | -$2,120 | 减仓 |
| V | VISA INC | $35.66万 | 0.18% | 1,180 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $35.67万 | 0.18% | 6,132 | 1 | 0.0% | $58 | 加仓 |
| SPYM | SPDR SERIES TRUST | $36.83万 | 0.18% | 4,812 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $38.15万 | 0.19% | 3,070 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $39.85万 | 0.20% | 6,382 | 22 | 0.3% | $1,374 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $40.78万 | 0.20% | 851 | -5 | -0.6% | -$2,396 | 减仓 |
| MA | MASTERCARD INCORPORATED | $41.02万 | 0.21% | 821 | 0 | 0.0% | — | 不变 |
| VOYG | VOYAGER TECHNOLOGIES INC | $41.08万 | 0.21% | 17,563 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $41.77万 | 0.21% | 7,523 | 197 | 2.7% | $1.09万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $42.24万 | 0.21% | 1,250 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $43.19万 | 0.22% | 4,475 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $43.71万 | 0.22% | 764 | -3 | -0.4% | -$1,716 | 减仓 |
| ICSH | ISHARES TR | $45.14万 | 0.23% | 8,918 | 58 | 0.7% | $2,936 | 加仓 |
| DGRO | ISHARES TR | $45.64万 | 0.23% | 6,504 | 1,462 | 29.0% | $10.26万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $45.75万 | 0.23% | 13,400 | -3,200 | -19.3% | -$10.92万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $46.45万 | 0.23% | 8,945 | 2,380 | 36.3% | $12.36万 | 加仓 |
| COP | CONOCOPHILLIPS | $46.86万 | 0.23% | 3,550 | -325 | -8.4% | -$4.29万 | 重新持有 |
| BN | BROOKFIELD CORP | $47.96万 | 0.24% | 11,850 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $49.88万 | 0.25% | 1,555 | -8,340 | -84.3% | -$267.54万 | 减仓 |
| XBI | SPDR SERIES TRUST | $49.90万 | 0.25% | 3,906 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP | $51.47万 | 0.26% | 7,925 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $51.60万 | 0.26% | 4,550 | -1,470 | -24.4% | -$16.67万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $52.35万 | 0.26% | 1,065 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $53.09万 | 0.27% | 3,621 | -629 | -14.8% | -$9.22万 | 减仓 |
| IXJ | ISHARES TR | $53.76万 | 0.27% | 5,747 | 5,747 | — | $53.76万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $53.96万 | 0.27% | 5,813 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $54.52万 | 0.27% | 9,275 | -2,800 | -23.2% | -$16.46万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $54.56万 | 0.27% | 4,545 | -115 | -2.5% | -$1.38万 | 减仓 |
| UNP | UNION PAC CORP | $54.59万 | 0.27% | 2,250 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $55.41万 | 0.28% | 4,075 | 0 | 0.0% | — | 不变 |
| KXI | ISHARES TR | $56.38万 | 0.28% | 8,413 | 8,413 | — | $56.38万 | 新建仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $56.74万 | 0.28% | 9,052 | -366 | -3.9% | -$2.29万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $57.94万 | 0.29% | 10,222 | 195 | 1.9% | $1.11万 | 加仓 |
| EWA | ISHARES INC | $58.16万 | 0.29% | 20,950 | 20,950 | — | $58.16万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $60.19万 | 0.30% | 7,342 | 7,342 | — | $60.19万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $60.49万 | 0.30% | 715 | 0 | 0.0% | — | 不变 |
| BDVL | BLACKROCK ETF TRUST | $67.34万 | 0.34% | 27,318 | 1,478 | 5.7% | $3.64万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $71.77万 | 0.36% | 24,639 | -2,996 | -10.8% | -$8.73万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.36% | 1 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $74.16万 | 0.37% | 14,588 | 99 | 0.7% | $5,033 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $78.27万 | 0.39% | 7,955 | 1,014 | 14.6% | $9.98万 | 加仓 |
| AMLP | ALPS ETF TR | $78.32万 | 0.39% | 14,878 | 289 | 2.0% | $1.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $85.62万 | 0.43% | 2,313 | -16 | -0.7% | -$5,923 | 减仓 |
| BDYN | BLACKROCK ETF TRUST | $86.53万 | 0.43% | 35,595 | -265 | -0.7% | -$6,442 | 减仓 |
| SHV | ISHARES TR | $90.83万 | 0.46% | 8,228 | 48 | 0.6% | $5,299 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $94.43万 | 0.47% | 38,908 | -51,944 | -57.2% | -$126.07万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $95.66万 | 0.48% | 7,199 | -691 | -8.8% | -$9.18万 | 减仓 |