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 |
|---|---|---|---|---|---|---|---|---|
| GLD | SPDR GOLD TR | $98.67万 | 0.49% | 2,293 | -20 | -0.9% | -$8,606 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $101.79万 | 0.51% | 102,300 | 521 | 0.5% | $5,184 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $102.16万 | 0.51% | 26,289 | 66 | 0.3% | $2,565 | 加仓 |
| STIP | ISHARES TR | $102.90万 | 0.52% | 9,949 | -15,178 | -60.4% | -$156.99万 | 减仓 |
| VUSB | VANGUARD BD INDEX FDS | $146.46万 | 0.73% | 29,418 | -313,503 | -91.4% | -$1,560.79万 | 减仓 |
| AMZN | AMAZON COM INC | $153.97万 | 0.77% | 7,393 | 225 | 3.1% | $4.69万 | 加仓 |
| AAPL | APPLE INC | $164.32万 | 0.82% | 6,474 | -86 | -1.3% | -$2.18万 | 减仓 |
| IEFA | ISHARES TR | $184.75万 | 0.93% | 20,408 | 4,175 | 25.7% | $37.80万 | 加仓 |
| GOOGL | ALPHABET INC | $188.29万 | 0.94% | 6,548 | 0 | 0.0% | — | 不变 |
| TOTL | SSGA ACTIVE ETF TR | $205.53万 | 1.03% | 51,732 | -2,880 | -5.3% | -$11.44万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $219.28万 | 1.10% | 30,829 | 30,829 | — | $219.28万 | 新建仓 |
| IEMG | ISHARES INC | $219.54万 | 1.10% | 31,475 | 6,875 | 27.9% | $47.95万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $223.66万 | 1.12% | 66,429 | 66,429 | — | $223.66万 | 新建仓 |
| EEMA | ISHARES INC | $227.06万 | 1.14% | 23,718 | 6,298 | 36.2% | $60.29万 | 加仓 |
| GOOG | ALPHABET INC | $236.20万 | 1.18% | 8,234 | 475 | 6.1% | $13.63万 | 加仓 |
| ARTY | ISHARES TR | $238.94万 | 1.20% | 51,354 | 51,354 | — | $238.94万 | 新建仓 |
| TOLZ | PROSHARES TR | $315.60万 | 1.58% | 52,618 | 52,618 | — | $315.60万 | 新建仓 |
| COWZ | PACER FDS TR | $328.18万 | 1.64% | 52,459 | 13,802 | 35.7% | $86.34万 | 加仓 |
| GDX | VANECK ETF TRUST | $350.05万 | 1.75% | 38,146 | -36,522 | -48.9% | -$335.15万 | 减仓 |
| SETM | SPROTT FDS TR | $393.83万 | 1.97% | 119,058 | -24,347 | -17.0% | -$80.54万 | 减仓 |
| SHLD | GLOBAL X FDS | $396.22万 | 1.98% | 55,932 | 13,147 | 30.7% | $93.13万 | 加仓 |
| DGT | SPDR SERIES TRUST | $403.49万 | 2.02% | 23,798 | 23,798 | — | $403.49万 | 新建仓 |
| GLDM | WORLD GOLD TR | $433.35万 | 2.17% | 46,756 | -18,849 | -28.7% | -$174.70万 | 减仓 |
| COWG | PACER FDS TR | $439.12万 | 2.20% | 130,156 | 25,228 | 24.0% | $85.11万 | 加仓 |
| VOLT | TEMA ETF TRUST | $443.31万 | 2.22% | 129,474 | 129,474 | — | $443.31万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $464.41万 | 2.33% | 41,923 | -4,884 | -10.4% | -$54.10万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $502.96万 | 2.52% | 23,388 | -2,102 | -8.2% | -$45.20万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $520.53万 | 2.61% | 68,808 | -10,087 | -12.8% | -$76.31万 | 减仓 |
| MLPX | GLOBAL X FDS | $548.56万 | 2.75% | 74,190 | -6,567 | -8.1% | -$48.56万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $754.26万 | 3.78% | 164,649 | -39,458 | -19.3% | -$180.76万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $806.05万 | 4.04% | 20,575 | -2,775 | -11.9% | -$108.71万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $816.84万 | 4.09% | 127,474 | 22,943 | 21.9% | $147.02万 | 加仓 |
| ICOW | PACER FDS TR | $843.41万 | 4.23% | 198,733 | 27,826 | 16.3% | $118.09万 | 加仓 |
| EMXC | ISHARES INC | $848.38万 | 4.25% | 107,857 | 13,515 | 14.3% | $106.31万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $857.46万 | 4.30% | 109,356 | 17,826 | 19.5% | $139.77万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $919.35万 | 4.61% | 119,118 | 119,118 | — | $919.35万 | 新建仓 |
| EMLC | VANECK ETF TRUST | $997.03万 | 4.99% | 397,067 | 397,067 | — | $997.03万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,235.23万 | 6.19% | 464,199 | 249,522 | 116.2% | $663.98万 | 加仓 |