FORTEM FINANCIAL GROUP, LLC
PALM DESERT CA · SEC CIK 0001766509
$3.99亿2026Q1 申报市值
173持仓数
29.7%前十大占比 · 第一大 3.9%
8 / 9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
VSLU 加仓+$863.52万
SHLD 加仓+$507.02万
SRLN 加仓+$289.85万
QQQ 加仓+$154.56万
NDAQ 加仓+$149.53万
2026Q1 卖出最多 按季末市值估算
URA 减仓-$426.69万
XLB 减仓-$399.30万
XME 减仓-$264.04万
PAVE 减仓-$185.24万
KLAC 减仓-$123.09万
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 |
|---|---|---|---|---|---|---|---|---|
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -17,083 | -100.0% | -$51.06万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | -2,474 | -100.0% | -$35.45万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -796 | -100.0% | -$28.12万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -6,429 | -100.0% | -$26.44万 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -2,906 | -100.0% | -$24.25万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -1,851 | -100.0% | -$20.71万 | 清仓 |
| ITT | ITT INC | $0 | 0.00% | 0 | -1,191 | -100.0% | -$20.66万 | 清仓 |
| ARKF | ARK ETF TR | $0 | 0.00% | 0 | -4,300 | -100.0% | -$20.48万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GDRX | GOODRX HLDGS INC | $0 | 0.00% | 0 | -13,401 | -100.0% | -$3.63万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $5.42万 | 0.01% | 14,985 | -1,700 | -10.2% | -$6,154 | 减仓 |
| NMAX | NEWSMAX INC | $7.40万 | 0.02% | 14,175 | 0 | 0.0% | — | 不变 |
| — | BULLFROG AI HLDGS INC | $8.40万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $9.14万 | 0.02% | 13,150 | 500 | 4.0% | $3,475 | 加仓 |
| F | FORD MTR CO | $12.72万 | 0.03% | 11,019 | 29 | 0.3% | $335 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $15.41万 | 0.04% | 13,929 | -6,246 | -31.0% | -$6.91万 | 减仓 |
| QBTS | D-WAVE QUANTUM INC | $17.32万 | 0.04% | 12,004 | 3,623 | 43.2% | $5.23万 | 加仓 |
| C | CITIGROUP INC | $20.45万 | 0.05% | 1,803 | -40 | -2.2% | -$4,536 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.81万 | 0.05% | 8,409 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $20.92万 | 0.05% | 7,946 | 7,946 | — | $20.92万 | 新建仓 |
| QUBT | QUANTUM COMPUTING INC | $21.64万 | 0.05% | 31,596 | 11,657 | 58.5% | $7.99万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $21.86万 | 0.05% | 258 | -2 | -0.8% | -$1,695 | 减仓 |
| PHM | PULTE GROUP INC | $22.35万 | 0.06% | 1,900 | -200 | -9.5% | -$2.35万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $22.70万 | 0.06% | 1,300 | 1,300 | — | $22.70万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $23.70万 | 0.06% | 1,600 | -136 | -7.8% | -$2.01万 | 减仓 |
| MO | ALTRIA GROUP INC | $24.65万 | 0.06% | 3,735 | -9 | -0.2% | -$594 | 重新持有 |
| XLV | SELECT SECTOR SPDR TR | $24.78万 | 0.06% | 1,690 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $26.32万 | 0.07% | 8,776 | 480 | 5.8% | $1.44万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $26.35万 | 0.07% | 436 | -12 | -2.7% | -$7,253 | 减仓 |
| XPO | XPO INC | $26.58万 | 0.07% | 1,366 | -257 | -15.8% | -$5.00万 | 重新持有 |
| FCX | FREEPORT-MCMORAN INC | $27.28万 | 0.07% | 4,642 | 201 | 4.5% | $1.18万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $27.89万 | 0.07% | 10,878 | -720 | -6.2% | -$1.85万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $28.80万 | 0.07% | 5,082 | 1,000 | 24.5% | $5.67万 | 加仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $28.86万 | 0.07% | 17,388 | 17,388 | — | $28.86万 | 新建仓 |
| GLW | CORNING INC | $29.11万 | 0.07% | 2,141 | 2,141 | — | $29.11万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $29.16万 | 0.07% | 909 | -90 | -9.0% | -$2.89万 | 减仓 |
| UUUU | ENERGY FUELS INC | $29.75万 | 0.07% | 16,300 | 5,080 | 45.3% | $9.27万 | 加仓 |
| GM | GENERAL MTRS CO | $29.84万 | 0.07% | 4,006 | -1,518 | -27.5% | -$11.31万 | 减仓 |
| URI | UNITED RENTALS INC | $30.96万 | 0.08% | 425 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $32.72万 | 0.08% | 995 | -198 | -16.6% | -$6.51万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $33.14万 | 0.08% | 2,528 | 18 | 0.7% | $2,359 | 加仓 |
| CVX | CHEVRON CORP NEW | $33.37万 | 0.08% | 1,613 | 197 | 13.9% | $4.08万 | 重新持有 |
| — | EXXON MOBIL CORP | $33.62万 | 0.08% | 1,982 | 241 | 13.8% | $4.09万 | 加仓 |
| SHY | ISHARES TR | $34.39万 | 0.09% | 4,165 | -224 | -5.1% | -$1.85万 | 减仓 |
| CF | CF INDS HLDGS INC | $35.68万 | 0.09% | 2,748 | 2,748 | — | $35.68万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $36.33万 | 0.09% | 7,220 | -992 | -12.1% | -$4.99万 | 减仓 |
| BA | BOEING CO | $36.82万 | 0.09% | 1,850 | -100 | -5.1% | -$1.99万 | 减仓 |
| V | VISA INC | $37.39万 | 0.09% | 1,237 | 1 | 0.1% | $302 | 加仓 |
| VTR | VENTAS INC | $37.85万 | 0.09% | 4,628 | 1,696 | 57.8% | $13.87万 | 加仓 |
| RTX | RTX CORPORATION | $39.14万 | 0.10% | 2,029 | 20 | 1.0% | $3,858 | 加仓 |
| COR | CENCORA INC | $40.05万 | 0.10% | 1,275 | -583 | -31.4% | -$18.31万 | 减仓 |
| WFC | WELLS FARGO CO NEW | $41.69万 | 0.10% | 5,236 | 173 | 3.4% | $1.38万 | 加仓 |
| ALB | ALBEMARLE CORP | $42.75万 | 0.11% | 2,381 | -1,622 | -40.5% | -$29.12万 | 减仓 |
| TXN | TEXAS INSTRS INC | $43.86万 | 0.11% | 2,259 | 2,259 | — | $43.86万 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $45.84万 | 0.12% | 29,293 | -5,736 | -16.4% | -$8.98万 | 减仓 |
| FR | FIRST INDL RLTY TR INC | $47.47万 | 0.12% | 8,205 | 3,258 | 65.9% | $18.85万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $48.57万 | 0.12% | 13,363 | 13,363 | — | $48.57万 | 新建仓 |
| INTC | INTEL CORP | $48.58万 | 0.12% | 11,009 | 440 | 4.2% | $1.94万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $48.60万 | 0.12% | 8,104 | 993 | 14.0% | $5.96万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $49.28万 | 0.12% | 3,074 | -196 | -6.0% | -$3.14万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $50.89万 | 0.13% | 19,388 | -6,133 | -24.0% | -$16.10万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $50.95万 | 0.13% | 700 | -59 | -7.8% | -$4.29万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $51.17万 | 0.13% | 10,365 | -842 | -7.5% | -$4.16万 | 减仓 |
| VO | VANGUARD INDEX FDS | $55.80万 | 0.14% | 1,943 | -34 | -1.7% | -$9,764 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $56.95万 | 0.14% | 1,200 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $58.48万 | 0.15% | 8,035 | 4,545 | 130.2% | $33.08万 | 加仓 |
| PFE | PFIZER INC | $58.84万 | 0.15% | 20,955 | 3,058 | 17.1% | $8.59万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $60.91万 | 0.15% | 1,803 | 329 | 22.3% | $11.11万 | 加仓 |
| GOOG | ALPHABET INC | $60.99万 | 0.15% | 2,126 | -60 | -2.7% | -$1.72万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $62.30万 | 0.16% | 18,579 | -1,927 | -9.4% | -$6.46万 | 减仓 |
| EBAY | EBAY INC. | $62.97万 | 0.16% | 6,918 | 1,453 | 26.6% | $13.23万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $63.43万 | 0.16% | 8,818 | 324 | 3.8% | $2.33万 | 加仓 |
| — | HONEYWELL INTL INC | $64.01万 | 0.16% | 2,832 | 209 | 8.0% | $4.72万 | 加仓 |
| PWR | QUANTA SVCS INC | $64.13万 | 0.16% | 1,168 | 30 | 2.6% | $1.65万 | 加仓 |
| BE | BLOOM ENERGY CORP | $64.36万 | 0.16% | 4,750 | 500 | 11.8% | $6.77万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $65.88万 | 0.17% | 2,344 | -217 | -8.5% | -$6.10万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $67.60万 | 0.17% | 1,353 | -80 | -5.6% | -$4.00万 | 减仓 |
| ALV | AUTOLIV INC | $68.38万 | 0.17% | 6,502 | 645 | 11.0% | $6.78万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $71.38万 | 0.18% | 3,509 | 166 | 5.0% | $3.38万 | 加仓 |
| MS | MORGAN STANLEY | $72.21万 | 0.18% | 4,388 | -220 | -4.8% | -$3.62万 | 减仓 |
| ARKK | ARK ETF TR | $72.24万 | 0.18% | 10,688 | -10,555 | -49.7% | -$71.34万 | 减仓 |
| BLK | BLACKROCK INC | $73.38万 | 0.18% | 763 | 142 | 22.9% | $13.66万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $74.24万 | 0.19% | 5,670 | 2,270 | 66.8% | $29.72万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $75.51万 | 0.19% | 2,200 | -146 | -6.2% | -$5.01万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $75.54万 | 0.19% | 12,313 | 2,332 | 23.4% | $14.31万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $76.05万 | 0.19% | 9,177 | 97 | 1.1% | $8,038 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $76.49万 | 0.19% | 2,216 | -147 | -6.2% | -$5.07万 | 减仓 |
| RGTI | RIGETTI COMPUTING INC | $77.20万 | 0.19% | 54,986 | 1,080 | 2.0% | $1.52万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $77.35万 | 0.19% | 3,350 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $78.22万 | 0.20% | 15,653 | -79,907 | -83.6% | -$399.30万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $81.22万 | 0.20% | 17,699 | -1,407 | -7.4% | -$6.46万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $83.62万 | 0.21% | 22,097 | 3,150 | 16.6% | $11.92万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $85.25万 | 0.21% | 1,779 | -110 | -5.8% | -$5.27万 | 减仓 |
| IWM | ISHARES TR | $87.05万 | 0.22% | 3,510 | 3,510 | — | $87.05万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $87.06万 | 0.22% | 1,457 | -853 | -36.9% | -$50.97万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $88.70万 | 0.22% | 6,364 | 639 | 11.2% | $8.91万 | 加仓 |
| QCOM | QUALCOMM INC | $89.31万 | 0.22% | 6,935 | 1,138 | 19.6% | $14.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $89.43万 | 0.22% | 3,659 | 708 | 24.0% | $17.31万 | 加仓 |
| ORCL | ORACLE CORP | $90.61万 | 0.23% | 6,159 | 220 | 3.7% | $3.24万 | 加仓 |