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
SCHP SCHWAB STRATEGIC TR $1,235.23万6.19%464,199 249,522116.2% $663.98万 加仓
EMLC VANECK ETF TRUST $997.03万4.99%397,067 397,067— $997.03万 新建仓
BIV VANGUARD BD INDEX FDS $919.35万4.61%119,118 119,118— $919.35万 新建仓
BSV VANGUARD BD INDEX FDS $857.46万4.30%109,356 17,82619.5% $139.77万 加仓
EMXC ISHARES INC $848.38万4.25%107,857 13,51514.3% $106.31万 加仓
ICOW PACER FDS TR $843.41万4.23%198,733 27,82616.3% $118.09万 加仓
VEA VANGUARD TAX-MANAGED FDS $816.84万4.09%127,474 22,94321.9% $147.02万 加仓
STX SEAGATE TECHNOLOGY HLDNGS PL $806.05万4.04%20,575 -2,775-11.9% -$108.71万 减仓
DBND DOUBLELINE ETF TRUST $754.26万3.78%164,649 -39,458-19.3% -$180.76万 减仓
MLPX GLOBAL X FDS $548.56万2.75%74,190 -6,567-8.1% -$48.56万 减仓
VBIL VANGUARD INSTL INDEX FD $520.53万2.61%68,808 -10,087-12.8% -$76.31万 减仓
VIG VANGUARD SPECIALIZED FUNDS $502.96万2.52%23,388 -2,102-8.2% -$45.20万 减仓
AIRR FIRST TR EXCHANGE TRADED FD $464.41万2.33%41,923 -4,884-10.4% -$54.10万 减仓
VOLT TEMA ETF TRUST $443.31万2.22%129,474 129,474— $443.31万 新建仓
COWG PACER FDS TR $439.12万2.20%130,156 25,22824.0% $85.11万 加仓
GLDM WORLD GOLD TR $433.35万2.17%46,756 -18,849-28.7% -$174.70万 减仓
DGT SPDR SERIES TRUST $403.49万2.02%23,798 23,798— $403.49万 新建仓
SHLD GLOBAL X FDS $396.22万1.98%55,932 13,14730.7% $93.13万 加仓
SETM SPROTT FDS TR $393.83万1.97%119,058 -24,347-17.0% -$80.54万 减仓
GDX VANECK ETF TRUST $350.05万1.75%38,146 -36,522-48.9% -$335.15万 减仓
COWZ PACER FDS TR $328.18万1.64%52,459 13,80235.7% $86.34万 加仓
TOLZ PROSHARES TR $315.60万1.58%52,618 52,618— $315.60万 新建仓
ARTY ISHARES TR $238.94万1.20%51,354 51,354— $238.94万 新建仓
GOOG ALPHABET INC $236.20万1.18%8,234 4756.1% $13.63万 加仓
EEMA ISHARES INC $227.06万1.14%23,718 6,29836.2% $60.29万 加仓
DFIS DIMENSIONAL ETF TRUST $223.66万1.12%66,429 66,429— $223.66万 新建仓
IEMG ISHARES INC $219.54万1.10%31,475 6,87527.9% $47.95万 加仓
— DIMENSIONAL ETF TRUST $219.28万1.10%30,829 30,829— $219.28万 新建仓
TOTL SSGA ACTIVE ETF TR $205.53万1.03%51,732 -2,880-5.3% -$11.44万 减仓
GOOGL ALPHABET INC $188.29万0.94%6,548 00.0% — 不变
IEFA ISHARES TR $184.75万0.93%20,408 4,17525.7% $37.80万 加仓
AAPL APPLE INC $164.32万0.82%6,474 -86-1.3% -$2.18万 减仓
AMZN AMAZON COM INC $153.97万0.77%7,393 2253.1% $4.69万 加仓
VUSB VANGUARD BD INDEX FDS $146.46万0.73%29,418 -313,503-91.4% -$1,560.79万 减仓
STIP ISHARES TR $102.90万0.52%9,949 -15,178-60.4% -$156.99万 减仓
— DIMENSIONAL ETF TRUST $102.16万0.51%26,289 660.3% $2,565 加仓
— DIREXION SHARES ETF TRUST $101.79万0.51%102,300 5210.5% $5,184 加仓
GLD SPDR GOLD TR $98.67万0.49%2,293 -20-0.9% -$8,606 减仓
XLK SELECT SECTOR SPDR TR $95.66万0.48%7,199 -691-8.8% -$9.18万 减仓
SCHO SCHWAB STRATEGIC TR $94.43万0.47%38,908 -51,944-57.2% -$126.07万 减仓
SHV ISHARES TR $90.83万0.46%8,228 480.6% $5,299 加仓
BDYN BLACKROCK ETF TRUST $86.53万0.43%35,595 -265-0.7% -$6,442 减仓
MSFT MICROSOFT CORP $85.62万0.43%2,313 -16-0.7% -$5,923 减仓
AMLP ALPS ETF TR $78.32万0.39%14,878 2892.0% $1.52万 加仓
UPS UNITED PARCEL SVCS INC $78.27万0.39%7,955 1,01414.6% $9.98万 加仓
NEAR ISHARES U S ETF TR $74.16万0.37%14,588 990.7% $5,033 加仓
BRK/A BERKSHIRE HATHAWAY INC DEL $71.81万0.36%1 00.0% — 不变
SCHG SCHWAB STRATEGIC TR $71.77万0.36%24,639 -2,996-10.8% -$8.73万 减仓
BDVL BLACKROCK ETF TRUST $67.34万0.34%27,318 1,4785.7% $3.64万 加仓
GS GOLDMAN SACHS GROUP INC $60.49万0.30%715 00.0% — 不变
XLP SELECT SECTOR SPDR TR $60.19万0.30%7,342 7,342— $60.19万 新建仓
EWA ISHARES INC $58.16万0.29%20,950 20,950— $58.16万 新建仓
JEPI J P MORGAN EXCHANGE TRADED F $57.94万0.29%10,222 1951.9% $1.11万 加仓
CIBR FIRST TR EXCHANGE-TRADED FD $56.74万0.28%9,052 -366-3.9% -$2.29万 减仓
KXI ISHARES TR $56.38万0.28%8,413 8,413— $56.38万 新建仓
GLW CORNING INC $55.41万0.28%4,075 00.0% — 不变
UNP UNION PAC CORP $54.59万0.27%2,250 00.0% — 不变
GDXJ VANECK ETF TRUST $54.56万0.27%4,545 -115-2.5% -$1.38万 减仓
FCX FREEPORT MCMORAN INC $54.52万0.27%9,275 -2,800-23.2% -$16.46万 减仓
NEE NEXTERA ENERGY INC $53.96万0.27%5,813 00.0% — 不变
IXJ ISHARES TR $53.76万0.27%5,747 5,747— $53.76万 新建仓
XLV SELECT SECTOR SPDR TR $53.09万0.27%3,621 -629-14.8% -$9.22万 减仓
TMO THERMO FISHER SCIENTIFIC INC $52.35万0.26%1,065 00.0% — 不变
C CITIGROUP INC $51.60万0.26%4,550 -1,470-24.4% -$16.67万 减仓
— AIR LEASE CORP $51.47万0.26%7,925 00.0% — 不变
XBI SPDR SERIES TRUST $49.90万0.25%3,906 00.0% — 不变
VTI VANGUARD INDEX FDS $49.88万0.25%1,555 -8,340-84.3% -$267.54万 减仓
BN BROOKFIELD CORP $47.96万0.24%11,850 00.0% — 不变
COP CONOCOPHILLIPS $46.86万0.23%3,550 -325-8.4% -$4.29万 重新持有
BINC BLACKROCK ETF TRUST II $46.45万0.23%8,945 2,38036.3% $12.36万 加仓
ESI ELEMENT SOLUTIONS INC $45.75万0.23%13,400 -3,200-19.3% -$10.92万 减仓
DGRO ISHARES TR $45.64万0.23%6,504 1,46229.0% $10.26万 加仓
ICSH ISHARES TR $45.14万0.23%8,918 580.7% $2,936 加仓
META META PLATFORMS INC $43.71万0.22%764 -3-0.4% -$1,716 减仓
SO SOUTHERN CO $43.19万0.22%4,475 00.0% — 不变
TSM TAIWAN SEMICONDUCTOR MANUFAC $42.24万0.21%1,250 00.0% — 不变
JEPQ J P MORGAN EXCHANGE TRADED F $41.77万0.21%7,523 1972.7% $1.09万 加仓
VOYG VOYAGER TECHNOLOGIES INC $41.08万0.21%17,563 00.0% — 不变
MA MASTERCARD INCORPORATED $41.02万0.21%821 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $40.78万0.20%851 -5-0.6% -$2,396 减仓
— DIMENSIONAL ETF TRUST $39.85万0.20%6,382 220.3% $1,374 加仓
WMT WALMART INC $38.15万0.19%3,070 00.0% — 不变
SPYM SPDR SERIES TRUST $36.83万0.18%4,812 00.0% — 不变
DYNF BLACKROCK ETF TRUST $35.67万0.18%6,132 10.0% $58 加仓
V VISA INC $35.66万0.18%1,180 00.0% — 不变
DIS DISNEY WALT CO $35.66万0.18%3,700 -22-0.6% -$2,120 减仓
GNRC GENERAC HLDGS INC $35.16万0.18%1,800 00.0% — 不变
IVE ISHARES TR $33.10万0.17%1,568 00.0% — 不变
BWA BORGWARNER INC $33.10万0.17%6,100 00.0% — 不变
SU SUNCOR ENERGY INC NEW $31.73万0.16%4,800 4,800— $31.73万 新建仓
LQD ISHARES TR $31.08万0.16%2,852 1144.2% $1.24万 加仓
DVN DEVON ENERGY CORP NEW $30.92万0.15%6,145 -1,755-22.2% -$8.83万 减仓
XLF SELECT SECTOR SPDR TR $30.65万0.15%6,208 -641-9.4% -$3.16万 减仓
AMD ADVANCED MICRO DEVICES INC $29.50万0.15%1,450 00.0% — 不变
VXUS VANGUARD STAR FDS $29.48万0.15%3,823 -326-7.9% -$2.51万 减仓
CVS CVS HEALTH CORP $29.45万0.15%4,100 -100-2.4% -$7,182 减仓
CLOA BLACKROCK ETF TRUST II $28.08万0.14%5,417 85518.7% $4.43万 加仓
EW EDWARDS LIFESCIENCES CORP $28.03万0.14%3,500 00.0% — 不变
EPD ENTERPRISE PRODS PARTNERS L $27.65万0.14%7,262 00.0% — 不变
HELO J P MORGAN EXCHANGE TRADED F $26.37万0.13%4,126 20.0% $128 加仓