Fortis Advisors, LLC
WAYNE PA · SEC CIK 0001697478
$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
26Q126Q2
前十大持仓 占组合比例
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 | 249,522 | 116.2% | $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 | 17,826 | 19.5% | $139.77万 | 加仓 |
| EMXC | ISHARES INC | $848.38万 | 4.25% | 107,857 | 13,515 | 14.3% | $106.31万 | 加仓 |
| ICOW | PACER FDS TR | $843.41万 | 4.23% | 198,733 | 27,826 | 16.3% | $118.09万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $816.84万 | 4.09% | 127,474 | 22,943 | 21.9% | $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 | 25,228 | 24.0% | $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 | 13,147 | 30.7% | $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 | 13,802 | 35.7% | $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 | 475 | 6.1% | $13.63万 | 加仓 |
| EEMA | ISHARES INC | $227.06万 | 1.14% | 23,718 | 6,298 | 36.2% | $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 | 6,875 | 27.9% | $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 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $184.75万 | 0.93% | 20,408 | 4,175 | 25.7% | $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 | 225 | 3.1% | $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 | 66 | 0.3% | $2,565 | 加仓 |
| — | DIREXION SHARES ETF TRUST | $101.79万 | 0.51% | 102,300 | 521 | 0.5% | $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 | 48 | 0.6% | $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 | 289 | 2.0% | $1.52万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $78.27万 | 0.39% | 7,955 | 1,014 | 14.6% | $9.98万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $74.16万 | 0.37% | 14,588 | 99 | 0.7% | $5,033 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.36% | 1 | 0 | 0.0% | — | 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 | 1,478 | 5.7% | $3.64万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $60.49万 | 0.30% | 715 | 0 | 0.0% | — | 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 | 195 | 1.9% | $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 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $54.59万 | 0.27% | 2,250 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| XBI | SPDR SERIES TRUST | $49.90万 | 0.25% | 3,906 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 2,380 | 36.3% | $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 | 1,462 | 29.0% | $10.26万 | 加仓 |
| ICSH | ISHARES TR | $45.14万 | 0.23% | 8,918 | 58 | 0.7% | $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 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $42.24万 | 0.21% | 1,250 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $41.77万 | 0.21% | 7,523 | 197 | 2.7% | $1.09万 | 加仓 |
| VOYG | VOYAGER TECHNOLOGIES INC | $41.08万 | 0.21% | 17,563 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $41.02万 | 0.21% | 821 | 0 | 0.0% | — | 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 | 22 | 0.3% | $1,374 | 加仓 |
| WMT | WALMART INC | $38.15万 | 0.19% | 3,070 | 0 | 0.0% | — | 不变 |
| SPYM | SPDR SERIES TRUST | $36.83万 | 0.18% | 4,812 | 0 | 0.0% | — | 不变 |
| DYNF | BLACKROCK ETF TRUST | $35.67万 | 0.18% | 6,132 | 1 | 0.0% | $58 | 加仓 |
| V | VISA INC | $35.66万 | 0.18% | 1,180 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $33.10万 | 0.17% | 1,568 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC | $33.10万 | 0.17% | 6,100 | 0 | 0.0% | — | 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 | 114 | 4.2% | $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 | 0 | 0.0% | — | 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 | 855 | 18.7% | $4.43万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $28.03万 | 0.14% | 3,500 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $27.65万 | 0.14% | 7,262 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $26.37万 | 0.13% | 4,126 | 2 | 0.0% | $128 | 加仓 |