13F 机构持仓

Fortis Advisors, LLC

WAYNE PA · SEC CIK 0001697478

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.14亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SCHP 6.2%
EMLC 5.0%
BIV 4.6%
BSV 4.3%
EMXC 4.3%
ICOW 4.2%
VEA 4.1%
STX 4.0%
DBND 3.8%
MLPX 2.7%

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
XLG INVESCO EXCHANGE TRADED FD T $25.98万0.13%4,762 2746.1% $1.49万 加仓
MSI MOTOROLA SOLUTIONS INC $25.86万0.13%596 00.0% — 不变
— WARNER BROS DISCOVERY INC $25.13万0.13%9,150 -2,250-19.7% -$6.18万 减仓
MRK MERCK & CO INC $25.06万0.13%2,083 00.0% — 不变
JPM JPMORGAN CHASE & CO $24.77万0.12%849 00.0% — 不变
IVW ISHARES TR $24.61万0.12%2,176 00.0% — 不变
BBUS J P MORGAN EXCHANGE TRADED F $24.24万0.12%2,069 50.2% $586 加仓
IEUR ISHARES TR $24.07万0.12%3,426 -456-11.7% -$3.20万 减仓
EFV ISHARES TR $23.90万0.12%3,215 00.0% — 不变
SOFI SOFI TECHNOLOGIES INC $23.82万0.12%15,000 -2,500-14.3% -$3.97万 减仓
XAR SPDR SERIES TRUST $23.59万0.12%929 -147-13.7% -$3.73万 减仓
BALI BLACKROCK ETF TRUST $23.25万0.12%7,545 7,545— $23.25万 新建仓
NVDA NVIDIA CORPORATION $23.21万0.12%1,331 -29-2.1% -$5,056 减仓
ABBV ABBVIE INC $22.89万0.11%1,056 -23-2.1% -$4,986 减仓
FNDF SCHWAB STRATEGIC TR $22.08万0.11%4,513 -675-13.0% -$3.30万 重新持有
TLT ISHARES TR $21.92万0.11%2,529 180.7% $1,560 加仓
LOW LOWES COS INC $21.27万0.11%900 -27-2.9% -$6,380 减仓
MS MORGAN STANLEY $20.74万0.10%1,260 70.6% $1,152 加仓
ENVX ENOVIX CORPORATION $6.32万0.03%12,200 00.0% — 不变
RSPG INVESCO EXCHANGE TRADED FD T $00.00%0 -35,205-100.0% -$280.18万 清仓
STX SEAGATE TECHNOLOGY HLDNGS PL 看跌期权 $00.00%0 -10,000-100.0% -$275.39万 清仓
MOO VANECK ETF TRUST $00.00%0 -36,146-100.0% -$263.11万 清仓
VFVA VANGUARD WELLINGTON FD $00.00%0 -6,473-100.0% -$85.95万 清仓
IVV ISHARES TR $00.00%0 -1,219-100.0% -$83.50万 清仓
VHT VANGUARD WORLD FD $00.00%0 -2,332-100.0% -$67.12万 清仓
RSPT INVESCO EXCHANGE TRADED FD T $00.00%0 -14,021-100.0% -$63.81万 清仓
HR HEALTHCARE RLTY TR $00.00%0 -31,890-100.0% -$54.05万 清仓
IUSV ISHARES TR $00.00%0 -5,051-100.0% -$51.79万 清仓
SPYV SPDR SERIES TRUST $00.00%0 -8,736-100.0% -$49.63万 清仓
SPY SPDR S&P 500 ETF TR $00.00%0 -694-100.0% -$47.33万 清仓
VUG VANGUARD INDEX FDS $00.00%0 -820-100.0% -$40.02万 清仓
ECOW PACER FDS TR $00.00%0 -13,717-100.0% -$33.47万 清仓
INTU INTUIT $00.00%0 -400-100.0% -$26.50万 清仓
QLTA ISHARES TR $00.00%0 -5,477-100.0% -$26.34万 清仓
KKR KKR & CO INC $00.00%0 -2,000-100.0% -$25.50万 清仓
AXP AMERICAN EXPRESS CO $00.00%0 -588-100.0% -$21.75万 清仓
MHK MOHAWK INDS INC $00.00%0 —— — 申报中断
RBBN RIBBON COMMUNICATIONS INC $00.00%0 -10,000-100.0% -$2.88万 清仓