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 |
|---|---|---|---|---|---|---|---|---|
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1,302.75万 | 6.10% | 13,500 | -7,075 | -34.4% | -$682.74万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $1,240.47万 | 5.81% | 468,102 | 3,903 | 0.8% | $10.34万 | 加仓 |
| EMXC | ISHARES INC | $1,101.90万 | 5.16% | 107,713 | -144 | -0.1% | -$1.47万 | 减仓 |
| EMLC | VANECK ETF TRUST | $1,006.68万 | 4.71% | 393,850 | -3,217 | -0.8% | -$8.22万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $907.04万 | 4.25% | 127,303 | -171 | -0.1% | -$1.22万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $882.57万 | 4.13% | 115,068 | -4,050 | -3.4% | -$31.06万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $843.37万 | 3.95% | 108,249 | -1,107 | -1.0% | -$8.62万 | 减仓 |
| ICOW | PACER FDS TR | $825.50万 | 3.86% | 198,295 | -438 | -0.2% | -$1.82万 | 减仓 |
| DBND | DOUBLELINE ETF TRUST | $756.44万 | 3.54% | 165,920 | 1,271 | 0.8% | $5.79万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $553.52万 | 2.59% | 23,393 | 5 | 0.0% | $1,183 | 加仓 |
| MLPX | GLOBAL X FDS | $546.94万 | 2.56% | 74,252 | 62 | 0.1% | $4,567 | 加仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $544.72万 | 2.55% | 40,880 | -1,043 | -2.5% | -$13.90万 | 减仓 |
| VOLT | TEMA ETF TRUST | $536.10万 | 2.51% | 127,977 | -1,497 | -1.2% | -$6.27万 | 减仓 |
| COWG | PACER FDS TR | $521.16万 | 2.44% | 129,814 | -342 | -0.3% | -$1.37万 | 减仓 |
| DGT | SPDR SERIES TRUST | $441.03万 | 2.06% | 23,867 | 69 | 0.3% | $1.28万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $424.48万 | 1.99% | 56,089 | -12,719 | -18.5% | -$96.26万 | 减仓 |
| ARTY | ISHARES TR | $387.50万 | 1.81% | 50,880 | -474 | -0.9% | -$3.61万 | 减仓 |
| SETM | SPROTT FDS TR | $370.04万 | 1.73% | 118,755 | -303 | -0.3% | -$9,441 | 减仓 |
| GLDM | WORLD GOLD TR | $363.74万 | 1.70% | 45,800 | -956 | -2.0% | -$7.59万 | 减仓 |
| SHLD | GLOBAL X FDS | $327.71万 | 1.53% | 54,883 | -1,049 | -1.9% | -$6.26万 | 减仓 |
| COWZ | PACER FDS TR | $326.38万 | 1.53% | 52,473 | 14 | 0.0% | $871 | 加仓 |
| TOLZ | PROSHARES TR | $313.11万 | 1.47% | 52,827 | 209 | 0.4% | $1.24万 | 加仓 |
| GOOG | ALPHABET INC | $303.12万 | 1.42% | 8,579 | 345 | 4.2% | $12.19万 | 加仓 |
| GDX | VANECK ETF TRUST | $278.84万 | 1.31% | 36,956 | -1,190 | -3.1% | -$8.98万 | 减仓 |
| EEMA | ISHARES INC | $276.66万 | 1.30% | 23,654 | -64 | -0.3% | -$7,486 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $253.96万 | 1.19% | 30,842 | 13 | 0.0% | $1,070 | 加仓 |
| IEMG | ISHARES INC | $235.41万 | 1.10% | 28,417 | -3,058 | -9.7% | -$25.33万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $234.55万 | 1.10% | 66,958 | 529 | 0.8% | $1.85万 | 加仓 |
| GOOGL | ALPHABET INC | $233.11万 | 1.09% | 6,523 | -25 | -0.4% | -$8,934 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $206.36万 | 0.97% | 52,283 | 551 | 1.1% | $2.17万 | 加仓 |
| IEFA | ISHARES TR | $201.41万 | 0.94% | 20,854 | 446 | 2.2% | $4.31万 | 加仓 |
| AAPL | APPLE INC | $191.40万 | 0.90% | 6,614 | 140 | 2.2% | $4.05万 | 加仓 |
| AMZN | AMAZON COM INC | $188.96万 | 0.88% | 7,928 | 535 | 7.2% | $12.75万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $128.28万 | 0.60% | 6,733 | -466 | -6.5% | -$8.88万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $116.91万 | 0.55% | 26,354 | 65 | 0.2% | $2,883 | 加仓 |
| STIP | ISHARES TR | $103.55万 | 0.48% | 10,136 | 187 | 1.9% | $1.91万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $102.62万 | 0.48% | 36,994 | 1,399 | 3.9% | $3.88万 | 加仓 |
| SHV | ISHARES TR | $91.61万 | 0.43% | 8,302 | 74 | 0.9% | $8,166 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $89.41万 | 0.42% | 103,130 | 830 | 0.8% | $7,196 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $85.67万 | 0.40% | 7,970 | 15 | 0.2% | $1,612 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $84.11万 | 0.39% | 34,844 | -4,064 | -10.4% | -$9.81万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $81.39万 | 0.38% | 9,059 | 7 | 0.1% | $629 | 加仓 |
| MSFT | MICROSOFT CORP | $80.80万 | 0.38% | 2,166 | -147 | -6.4% | -$5.48万 | 减仓 |
| AMLP | ALPS ETF TR | $78.61万 | 0.37% | 15,161 | 283 | 1.9% | $1.47万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.35% | 1 | 0 | 0.0% | — | 不变 |
| NEAR | ISHARES U S ETF TR | $74.70万 | 0.35% | 14,745 | 157 | 1.1% | $7,953 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $73.81万 | 0.35% | 21,812 | -2,827 | -11.5% | -$9.57万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $72.31万 | 0.34% | 715 | 0 | 0.0% | — | 不变 |
| BDVL | BLACKROCK ETF TRUST | $68.89万 | 0.32% | 26,518 | -800 | -2.9% | -$2.08万 | 减仓 |
| C | CITIGROUP INC | $63.68万 | 0.30% | 4,550 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $62.23万 | 0.29% | 1,303 | 53 | 4.2% | $2.53万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $62.08万 | 0.29% | 13,000 | -400 | -3.0% | -$1.91万 | 减仓 |
| GLW | CORNING INC | $61.94万 | 0.29% | 2,425 | -1,650 | -40.5% | -$42.15万 | 减仓 |
| XBI | SPDR SERIES TRUST | $61.84万 | 0.29% | 3,908 | 2 | 0.1% | $317 | 加仓 |
| UNP | UNION PAC CORP | $61.20万 | 0.29% | 2,250 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $58.33万 | 0.27% | 9,275 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $58.09万 | 0.27% | 1,000 | -450 | -31.0% | -$26.14万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $58.08万 | 0.27% | 6,609 | 1,797 | 37.3% | $15.79万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $57.93万 | 0.27% | 10,256 | 34 | 0.3% | $1,920 | 加仓 |
| KXI | ISHARES TR | $57.51万 | 0.27% | 8,516 | 103 | 1.2% | $6,955 | 加仓 |
| IXJ | ISHARES TR | $57.05万 | 0.27% | 5,799 | 52 | 0.9% | $5,116 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $56.64万 | 0.27% | 17,563 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $53.78万 | 0.25% | 1,460 | -833 | -36.3% | -$30.69万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $53.39万 | 0.25% | 1,065 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $52.71万 | 0.25% | 1,800 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $51.02万 | 0.24% | 5,813 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $50.47万 | 0.24% | 11,850 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $49.59万 | 0.23% | 3,125 | -496 | -13.7% | -$7.87万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $49.20万 | 0.23% | 9,401 | 456 | 5.1% | $2.39万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $46.44万 | 0.22% | 7,556 | 33 | 0.4% | $2,028 | 加仓 |
| VTI | VANGUARD INDEX FDS | $46.02万 | 0.22% | 1,244 | -311 | -20.0% | -$11.51万 | 减仓 |
| ICSH | ISHARES TR | $45.57万 | 0.21% | 9,010 | 92 | 1.0% | $4,653 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $44.76万 | 0.21% | 6,403 | 21 | 0.3% | $1,468 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $44.34万 | 0.21% | 13,108 | 5,563 | 73.7% | $18.82万 | 加仓 |
| META | META PLATFORMS INC | $43.04万 | 0.20% | 764 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $42.83万 | 0.20% | 4,475 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $42.58万 | 0.20% | 851 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $42.41万 | 0.20% | 4,100 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $40.63万 | 0.19% | 791 | -30 | -3.7% | -$1.54万 | 减仓 |
| DGRO | ISHARES TR | $40.61万 | 0.19% | 5,359 | -1,145 | -17.6% | -$8.68万 | 减仓 |
| BWA | BORGWARNER INC | $40.50万 | 0.19% | 6,100 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $40.22万 | 0.19% | 1,417 | 488 | 52.5% | $13.85万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $40.13万 | 0.19% | 10,000 | 10,000 | — | $40.13万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $39.89万 | 0.19% | 1,994 | 663 | 49.8% | $13.26万 | 加仓 |
| V | VISA INC | $39.11万 | 0.18% | 1,140 | -40 | -3.4% | -$1.37万 | 减仓 |
| BX | BLACKSTONE INC | $38.05万 | 0.18% | 3,234 | 3,234 | — | $38.05万 | 新建仓 |
| CLOA | BLACKROCK ETF TRUST II | $37.79万 | 0.18% | 7,279 | 1,862 | 34.4% | $9.67万 | 加仓 |
| COP | CONOCOPHILLIPS | $36.91万 | 0.17% | 3,550 | 0 | 0.0% | — | 不变 |
| GDXJ | VANECK ETF TRUST | $36.16万 | 0.17% | 3,681 | -864 | -19.0% | -$8.49万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $36.00万 | 0.17% | 5,293 | -839 | -13.7% | -$5.71万 | 减仓 |
| DIS | DISNEY WALT CO | $35.61万 | 0.17% | 3,700 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $34.77万 | 0.16% | 3,070 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $33.28万 | 0.16% | 6,200 | 1,400 | 29.2% | $7.52万 | 加仓 |
| IVE | ISHARES TR | $33.21万 | 0.16% | 1,463 | -105 | -6.7% | -$2.38万 | 减仓 |
| IVW | ISHARES TR | $31.85万 | 0.15% | 2,316 | 140 | 6.4% | $1.93万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $31.66万 | 0.15% | 3,500 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $27.90万 | 0.13% | 4,128 | 2 | 0.0% | $135 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $27.82万 | 0.13% | 5,588 | -23,830 | -81.0% | -$118.62万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $27.79万 | 0.13% | 849 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $27.18万 | 0.13% | 5,300 | 5,300 | — | $27.18万 | 新建仓 |