Fortis Advisors, LLC
WAYNE PA · SEC CIK 0001697478
$2.14亿2026Q2 申报市值
122持仓数
44.1%前十大占比 · 第一大 6.1%
11 / 9新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
FENI 新建仓+$40.13万
BX 新建仓+$38.05万
USIG 新建仓+$27.18万
STT 新建仓+$25.71万
AVGO 新建仓+$25.01万
2026Q2 卖出最多 按季末市值估算
STX 减仓-$682.74万
VUSB 减仓-$118.62万
VBIL 减仓-$96.26万
XLP 清仓-$60.19万
EWA 清仓-$58.16万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -7,342 | -100.0% | -$60.19万 | 清仓 |
| EWA | ISHARES INC | $0 | 0.00% | 0 | -20,950 | -100.0% | -$58.16万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -7,925 | -100.0% | -$51.47万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,208 | -100.0% | -$30.65万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -4,762 | -100.0% | -$25.98万 | 清仓 |
| IEUR | ISHARES TR | $0 | 0.00% | 0 | -3,426 | -100.0% | -$24.07万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -3,215 | -100.0% | -$23.90万 | 清仓 |
| TLT | ISHARES TR | $0 | 0.00% | 0 | -2,529 | -100.0% | -$21.92万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -900 | -100.0% | -$21.27万 | 清仓 |
| ENVX | ENOVIX CORPORATION | $7.41万 | 0.03% | 12,200 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $20.36万 | 0.10% | 3,770 | 3,770 | — | $20.36万 | 新建仓 |
| GE | GE AEROSPACE | $20.37万 | 0.10% | 545 | 545 | — | $20.37万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $20.39万 | 0.10% | 3,868 | 3,868 | — | $20.39万 | 新建仓 |
| ACWX | ISHARES TR | $21.53万 | 0.10% | 2,829 | 2,829 | — | $21.53万 | 新建仓 |
| LQD | ISHARES TR | $21.54万 | 0.10% | 1,975 | -877 | -30.8% | -$9.57万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $22.30万 | 0.10% | 6,094 | 6,094 | — | $22.30万 | 新建仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $23.54万 | 0.11% | 1,748 | -321 | -15.5% | -$4.32万 | 减仓 |
| ADI | ANALOG DEVICES INC | $23.83万 | 0.11% | 600 | 600 | — | $23.83万 | 新建仓 |
| MHK | MOHAWK INDS INC | $23.96万 | 0.11% | 1,975 | 0 | 0.0% | — | 重新持有 |
| FNDF | SCHWAB STRATEGIC TR | $24.30万 | 0.11% | 4,606 | 93 | 2.1% | $4,906 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $24.39万 | 0.11% | 9,150 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $24.75万 | 0.12% | 596 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $25.01万 | 0.12% | 662 | 662 | — | $25.01万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $25.19万 | 0.12% | 2,946 | -877 | -22.9% | -$7.50万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $25.39万 | 0.12% | 6,145 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $25.71万 | 0.12% | 1,516 | 1,516 | — | $25.71万 | 新建仓 |
| MS | MORGAN STANLEY | $26.48万 | 0.12% | 1,267 | 7 | 0.6% | $1,463 | 加仓 |
| ABBV | ABBVIE INC | $26.57万 | 0.12% | 1,056 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $26.70万 | 0.12% | 7,262 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $26.77万 | 0.13% | 2,083 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $26.89万 | 0.13% | 15,000 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $27.18万 | 0.13% | 5,300 | 5,300 | — | $27.18万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $27.79万 | 0.13% | 849 | 0 | 0.0% | — | 不变 |
| VUSB | VANGUARD BD INDEX FDS | $27.82万 | 0.13% | 5,588 | -23,830 | -81.0% | -$118.62万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $27.90万 | 0.13% | 4,128 | 2 | 0.0% | $135 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $31.66万 | 0.15% | 3,500 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $31.85万 | 0.15% | 2,316 | 140 | 6.4% | $1.93万 | 加仓 |
| IVE | ISHARES TR | $33.21万 | 0.16% | 1,463 | -105 | -6.7% | -$2.38万 | 减仓 |
| SU | SUNCOR ENERGY INC NEW | $33.28万 | 0.16% | 6,200 | 1,400 | 29.2% | $7.52万 | 加仓 |
| WMT | WALMART INC | $34.77万 | 0.16% | 3,070 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $35.61万 | 0.17% | 3,700 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $36.00万 | 0.17% | 5,293 | -839 | -13.7% | -$5.71万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $36.16万 | 0.17% | 3,681 | -864 | -19.0% | -$8.49万 | 减仓 |
| COP | CONOCOPHILLIPS | $36.91万 | 0.17% | 3,550 | 0 | 0.0% | — | 不变 |
| CLOA | BLACKROCK ETF TRUST II | $37.79万 | 0.18% | 7,279 | 1,862 | 34.4% | $9.67万 | 加仓 |
| BX | BLACKSTONE INC | $38.05万 | 0.18% | 3,234 | 3,234 | — | $38.05万 | 新建仓 |
| V | VISA INC | $39.11万 | 0.18% | 1,140 | -40 | -3.4% | -$1.37万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $39.89万 | 0.19% | 1,994 | 663 | 49.8% | $13.26万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $40.13万 | 0.19% | 10,000 | 10,000 | — | $40.13万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $40.22万 | 0.19% | 1,417 | 488 | 52.5% | $13.85万 | 加仓 |
| BWA | BORGWARNER INC | $40.50万 | 0.19% | 6,100 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $40.61万 | 0.19% | 5,359 | -1,145 | -17.6% | -$8.68万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $40.63万 | 0.19% | 791 | -30 | -3.7% | -$1.54万 | 减仓 |
| CVS | CVS HEALTH CORP | $42.41万 | 0.20% | 4,100 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.58万 | 0.20% | 851 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $42.83万 | 0.20% | 4,475 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $43.04万 | 0.20% | 764 | 0 | 0.0% | — | 不变 |
| BALI | BLACKROCK ETF TRUST | $44.34万 | 0.21% | 13,108 | 5,563 | 73.7% | $18.82万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $44.76万 | 0.21% | 6,403 | 21 | 0.3% | $1,468 | 加仓 |
| ICSH | ISHARES TR | $45.57万 | 0.21% | 9,010 | 92 | 1.0% | $4,653 | 加仓 |
| VTI | VANGUARD INDEX FDS | $46.02万 | 0.22% | 1,244 | -311 | -20.0% | -$11.51万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $46.44万 | 0.22% | 7,556 | 33 | 0.4% | $2,028 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $49.20万 | 0.23% | 9,401 | 456 | 5.1% | $2.39万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $49.59万 | 0.23% | 3,125 | -496 | -13.7% | -$7.87万 | 减仓 |
| BN | BROOKFIELD CORP | $50.47万 | 0.24% | 11,850 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $51.02万 | 0.24% | 5,813 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $52.71万 | 0.25% | 1,800 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $53.39万 | 0.25% | 1,065 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $53.78万 | 0.25% | 1,460 | -833 | -36.3% | -$30.69万 | 减仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $56.64万 | 0.27% | 17,563 | 0 | 0.0% | — | 不变 |
| IXJ | ISHARES TR | $57.05万 | 0.27% | 5,799 | 52 | 0.9% | $5,116 | 加仓 |
| KXI | ISHARES TR | $57.51万 | 0.27% | 8,516 | 103 | 1.2% | $6,955 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $57.93万 | 0.27% | 10,256 | 34 | 0.3% | $1,920 | 加仓 |
| SPYM | SPDR SERIES TRUST | $58.08万 | 0.27% | 6,609 | 1,797 | 37.3% | $15.79万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $58.09万 | 0.27% | 1,000 | -450 | -31.0% | -$26.14万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $58.33万 | 0.27% | 9,275 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $61.20万 | 0.29% | 2,250 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $61.84万 | 0.29% | 3,908 | 2 | 0.1% | $317 | 加仓 |
| GLW | CORNING INC | $61.94万 | 0.29% | 2,425 | -1,650 | -40.5% | -$42.15万 | 减仓 |
| ESI | ELEMENT SOLUTIONS INC | $62.08万 | 0.29% | 13,000 | -400 | -3.0% | -$1.91万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $62.23万 | 0.29% | 1,303 | 53 | 4.2% | $2.53万 | 加仓 |
| C | CITIGROUP INC | $63.68万 | 0.30% | 4,550 | 0 | 0.0% | — | 不变 |
| BDVL | BLACKROCK ETF TRUST | $68.89万 | 0.32% | 26,518 | -800 | -2.9% | -$2.08万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $72.31万 | 0.34% | 715 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $73.81万 | 0.35% | 21,812 | -2,827 | -11.5% | -$9.57万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $74.70万 | 0.35% | 14,745 | 157 | 1.1% | $7,953 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.35% | 1 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $78.61万 | 0.37% | 15,161 | 283 | 1.9% | $1.47万 | 加仓 |
| MSFT | MICROSOFT CORP | $80.80万 | 0.38% | 2,166 | -147 | -6.4% | -$5.48万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $81.39万 | 0.38% | 9,059 | 7 | 0.1% | $629 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $84.11万 | 0.39% | 34,844 | -4,064 | -10.4% | -$9.81万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $85.67万 | 0.40% | 7,970 | 15 | 0.2% | $1,612 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $89.41万 | 0.42% | 103,130 | 830 | 0.8% | $7,196 | 加仓 |
| SHV | ISHARES TR | $91.61万 | 0.43% | 8,302 | 74 | 0.9% | $8,166 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $102.62万 | 0.48% | 36,994 | 1,399 | 3.9% | $3.88万 | 加仓 |
| STIP | ISHARES TR | $103.55万 | 0.48% | 10,136 | 187 | 1.9% | $1.91万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $116.91万 | 0.55% | 26,354 | 65 | 0.2% | $2,883 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $128.28万 | 0.60% | 6,733 | -466 | -6.5% | -$8.88万 | 减仓 |
| AMZN | AMAZON COM INC | $188.96万 | 0.88% | 7,928 | 535 | 7.2% | $12.75万 | 加仓 |
| AAPL | APPLE INC | $191.40万 | 0.90% | 6,614 | 140 | 2.2% | $4.05万 | 加仓 |