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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $201.41万 | 0.94% | 20,854 | 446 | 2.2% | $4.31万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $206.36万 | 0.97% | 52,283 | 551 | 1.1% | $2.17万 | 加仓 |
| GOOGL | ALPHABET INC | $233.11万 | 1.09% | 6,523 | -25 | -0.4% | -$8,934 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $234.55万 | 1.10% | 66,958 | 529 | 0.8% | $1.85万 | 加仓 |
| IEMG | ISHARES INC | $235.41万 | 1.10% | 28,417 | -3,058 | -9.7% | -$25.33万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $253.96万 | 1.19% | 30,842 | 13 | 0.0% | $1,070 | 加仓 |
| EEMA | ISHARES INC | $276.66万 | 1.30% | 23,654 | -64 | -0.3% | -$7,486 | 减仓 |
| GDX | VANECK ETF TRUST | $278.84万 | 1.31% | 36,956 | -1,190 | -3.1% | -$8.98万 | 减仓 |
| GOOG | ALPHABET INC | $303.12万 | 1.42% | 8,579 | 345 | 4.2% | $12.19万 | 加仓 |
| TOLZ | PROSHARES TR | $313.11万 | 1.47% | 52,827 | 209 | 0.4% | $1.24万 | 加仓 |
| COWZ | PACER FDS TR | $326.38万 | 1.53% | 52,473 | 14 | 0.0% | $871 | 加仓 |
| SHLD | GLOBAL X FDS | $327.71万 | 1.53% | 54,883 | -1,049 | -1.9% | -$6.26万 | 减仓 |
| GLDM | WORLD GOLD TR | $363.74万 | 1.70% | 45,800 | -956 | -2.0% | -$7.59万 | 减仓 |
| SETM | SPROTT FDS TR | $370.04万 | 1.73% | 118,755 | -303 | -0.3% | -$9,441 | 减仓 |
| ARTY | ISHARES TR | $387.50万 | 1.81% | 50,880 | -474 | -0.9% | -$3.61万 | 减仓 |
| VBIL | VANGUARD INSTL INDEX FD | $424.48万 | 1.99% | 56,089 | -12,719 | -18.5% | -$96.26万 | 减仓 |
| DGT | SPDR SERIES TRUST | $441.03万 | 2.06% | 23,867 | 69 | 0.3% | $1.28万 | 加仓 |
| COWG | PACER FDS TR | $521.16万 | 2.44% | 129,814 | -342 | -0.3% | -$1.37万 | 减仓 |
| VOLT | TEMA ETF TRUST | $536.10万 | 2.51% | 127,977 | -1,497 | -1.2% | -$6.27万 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $544.72万 | 2.55% | 40,880 | -1,043 | -2.5% | -$13.90万 | 减仓 |
| MLPX | GLOBAL X FDS | $546.94万 | 2.56% | 74,252 | 62 | 0.1% | $4,567 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $553.52万 | 2.59% | 23,393 | 5 | 0.0% | $1,183 | 加仓 |
| DBND | DOUBLELINE ETF TRUST | $756.44万 | 3.54% | 165,920 | 1,271 | 0.8% | $5.79万 | 加仓 |
| ICOW | PACER FDS TR | $825.50万 | 3.86% | 198,295 | -438 | -0.2% | -$1.82万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $843.37万 | 3.95% | 108,249 | -1,107 | -1.0% | -$8.62万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $882.57万 | 4.13% | 115,068 | -4,050 | -3.4% | -$31.06万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $907.04万 | 4.25% | 127,303 | -171 | -0.1% | -$1.22万 | 减仓 |
| EMLC | VANECK ETF TRUST | $1,006.68万 | 4.71% | 393,850 | -3,217 | -0.8% | -$8.22万 | 减仓 |
| EMXC | ISHARES INC | $1,101.90万 | 5.16% | 107,713 | -144 | -0.1% | -$1.47万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,240.47万 | 5.81% | 468,102 | 3,903 | 0.8% | $10.34万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,302.75万 | 6.10% | 13,500 | -7,075 | -34.4% | -$682.74万 | 减仓 |