13F 机构持仓

Fortis Advisors, LLC

WAYNE PA · SEC CIK 0001697478

2026Q22026Q1 更早 9 个季度 🔒
$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
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

STX 6.1%
SCHP 5.8%
EMXC 5.2%
EMLC 4.7%
VEA 4.2%
BIV 4.1%
BSV 3.9%
ICOW 3.9%
DBND 3.5%
VIG 2.6%

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
SOFI SOFI TECHNOLOGIES INC $26.89万0.13%15,000 00.0% — 不变
MRK MERCK & CO INC $26.77万0.13%2,083 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $26.70万0.12%7,262 00.0% — 不变
ABBV ABBVIE INC $26.57万0.12%1,056 00.0% — 不变
MS MORGAN STANLEY $26.48万0.12%1,267 70.6% $1,463 加仓
STT STATE STR CORP $25.71万0.12%1,516 1,516— $25.71万 新建仓
DVN DEVON ENERGY CORP NEW $25.39万0.12%6,145 00.0% — 不变
VXUS VANGUARD STAR FDS $25.19万0.12%2,946 -877-22.9% -$7.50万 减仓
AVGO BROADCOM INC $25.01万0.12%662 662— $25.01万 新建仓
MSI MOTOROLA SOLUTIONS INC $24.75万0.12%596 00.0% — 不变
— WARNER BROS DISCOVERY INC $24.39万0.11%9,150 00.0% — 不变
FNDF SCHWAB STRATEGIC TR $24.30万0.11%4,606 932.1% $4,906 加仓
MHK MOHAWK INDS INC $23.96万0.11%1,975 00.0% — 重新持有
ADI ANALOG DEVICES INC $23.83万0.11%600 600— $23.83万 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
CORO BLACKROCK ETF TRUST $22.30万0.10%6,094 6,094— $22.30万 新建仓
LQD ISHARES TR $21.54万0.10%1,975 -877-30.8% -$9.57万 减仓
ACWX ISHARES TR $21.53万0.10%2,829 2,829— $21.53万 新建仓
BAI BLACKROCK ETF TRUST $20.39万0.10%3,868 3,868— $20.39万 新建仓
GE GE AEROSPACE $20.37万0.10%545 545— $20.37万 新建仓
DFIV DIMENSIONAL ETF TRUST $20.36万0.10%3,770 3,770— $20.36万 新建仓
ENVX ENOVIX CORPORATION $7.41万0.03%12,200 00.0% — 不变
XLP SELECT SECTOR SPDR TR $00.00%0 -7,342-100.0% -$60.19万 清仓
EWA ISHARES INC $00.00%0 -20,950-100.0% -$58.16万 清仓
— AIR LEASE CORP $00.00%0 -7,925-100.0% -$51.47万 清仓
XLF SELECT SECTOR SPDR TR $00.00%0 -6,208-100.0% -$30.65万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -4,762-100.0% -$25.98万 清仓
IEUR ISHARES TR $00.00%0 -3,426-100.0% -$24.07万 清仓
EFV ISHARES TR $00.00%0 -3,215-100.0% -$23.90万 清仓
TLT ISHARES TR $00.00%0 -2,529-100.0% -$21.92万 清仓
LOW LOWES COS INC $00.00%0 -900-100.0% -$21.27万 清仓