FORTEM FINANCIAL GROUP, LLC
PALM DESERT CA · SEC CIK 0001766509
$4.90亿2026Q2 申报市值
188持仓数
30.7%前十大占比 · 第一大 4.1%
19 / 6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
MU 加仓+$499.46万
ANET 新建仓+$326.87万
GEV 加仓+$277.38万
VOO 加仓+$275.83万
RDDT 新建仓+$234.25万
2026Q2 卖出最多 按季末市值估算
LNG 清仓-$289.28万
EOG 减仓-$270.58万
TOPBUILD CORP 清仓-$210.78万
COF 减仓-$206.10万
PYPL 清仓-$141.78万
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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $86.88万 | 0.18% | 7,671 | -125 | -1.6% | -$1.42万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $86.95万 | 0.18% | 5,089 | 5,089 | — | $86.95万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $87.97万 | 0.18% | 1,758 | -21 | -1.2% | -$1.05万 | 减仓 |
| MS | MORGAN STANLEY | $89.64万 | 0.18% | 4,288 | -100 | -2.3% | -$2.09万 | 减仓 |
| VLO | VALERO ENERGY CORP | $99.80万 | 0.20% | 3,832 | -150 | -3.8% | -$3.91万 | 减仓 |
| RIG | TRANSOCEAN LTD | $100.73万 | 0.21% | 206,000 | 206,000 | — | $100.73万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $101.17万 | 0.21% | 52,366 | -2,620 | -4.8% | -$5.06万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $101.69万 | 0.21% | 2,982 | -92 | -3.0% | -$3.14万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $103.03万 | 0.21% | 4,057 | 398 | 10.9% | $10.11万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $103.19万 | 0.21% | 4,191 | -191 | -4.4% | -$4.70万 | 减仓 |
| BAC | BANK OF AMER CORP | $105.97万 | 0.22% | 18,598 | -1,826 | -8.9% | -$10.40万 | 减仓 |
| IWM | ISHARES TR | $107.23万 | 0.22% | 3,569 | 59 | 1.7% | $1.77万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $112.24万 | 0.23% | 24,657 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $117.55万 | 0.24% | 6,361 | -574 | -8.3% | -$10.61万 | 减仓 |
| MCD | MCDONALDS CORP | $133.97万 | 0.27% | 4,956 | 1,961 | 65.5% | $53.01万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $138.18万 | 0.28% | 7,638 | -831 | -9.8% | -$15.03万 | 减仓 |
| EMR | EMERSON ELEC CO | $140.05万 | 0.29% | 9,783 | 501 | 5.4% | $7.17万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $140.53万 | 0.29% | 1,502 | 50 | 3.4% | $4.68万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $141.46万 | 0.29% | 63,547 | -2,664 | -4.0% | -$5.93万 | 减仓 |
| BE | BLOOM ENERGY CORP | $144.66万 | 0.30% | 4,779 | 29 | 0.6% | $8,778 | 加仓 |
| ABBV | ABBVIE INC | $145.40万 | 0.30% | 5,778 | -761 | -11.6% | -$19.15万 | 减仓 |
| INTC | INTEL CORP | $150.67万 | 0.31% | 10,791 | -218 | -2.0% | -$3.04万 | 减仓 |
| GE | GE AEROSPACE | $158.84万 | 0.32% | 4,250 | 0 | 0.0% | — | 不变 |
| MPLX | MPLX LP | $164.43万 | 0.34% | 29,190 | -883 | -2.9% | -$4.97万 | 减仓 |
| SPGI | S&P GLOBAL INC | $168.73万 | 0.34% | 4,143 | 309 | 8.1% | $12.58万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $176.27万 | 0.36% | 3,461 | 233 | 7.2% | $11.87万 | 加仓 |
| LLY | ELI LILLY & CO | $189.15万 | 0.39% | 1,577 | 22 | 1.4% | $2.64万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $190.36万 | 0.39% | 3,277 | -232 | -6.6% | -$13.48万 | 减仓 |
| ROKU | ROKU INC | $193.22万 | 0.39% | 13,987 | 13,987 | — | $193.22万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $203.63万 | 0.42% | 5,743 | -2,100 | -26.8% | -$74.46万 | 减仓 |
| IDXX | IDEXX LABS INC | $208.10万 | 0.42% | 3,953 | 206 | 5.5% | $10.84万 | 加仓 |
| DG | DOLLAR GEN CORP | $217.59万 | 0.44% | 18,903 | 1,923 | 11.3% | $22.14万 | 加仓 |
| AZO | AUTOZONE INC | $226.27万 | 0.46% | 708 | 41 | 6.1% | $13.10万 | 加仓 |
| NDAQ | NASDAQ INC | $227.14万 | 0.46% | 28,817 | 3,037 | 11.8% | $23.94万 | 加仓 |
| BX | BLACKSTONE INC | $231.23万 | 0.47% | 19,651 | 986 | 5.3% | $11.60万 | 加仓 |
| RDDT | REDDIT INC | $234.25万 | 0.48% | 13,495 | 13,495 | — | $234.25万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $234.86万 | 0.48% | 125,998 | -4,914 | -3.8% | -$9.16万 | 减仓 |
| ADSK | AUTODESK INC | $236.16万 | 0.48% | 12,147 | 1,026 | 9.2% | $19.95万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $240.25万 | 0.49% | 31,116 | 2,380 | 8.3% | $18.38万 | 加仓 |
| CSCO | CISCO SYS INC | $244.68万 | 0.50% | 20,831 | 141 | 0.7% | $1.66万 | 加仓 |
| COWG | PACER FDS TR | $245.97万 | 0.50% | 61,269 | -2,124 | -3.4% | -$8.53万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $248.49万 | 0.51% | 5,510 | 669 | 13.8% | $30.17万 | 加仓 |
| CAT | CATERPILLAR INC | $249.72万 | 0.51% | 2,345 | -8 | -0.3% | -$8,519 | 减仓 |
| HAL | HALLIBURTON CO | $253.32万 | 0.52% | 74,616 | 10,403 | 16.2% | $35.32万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $264.14万 | 0.54% | 8,070 | -749 | -8.5% | -$24.52万 | 减仓 |
| ET | ENERGY TRANSFER L P | $276.67万 | 0.56% | 144,704 | -11,100 | -7.1% | -$21.22万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $288.99万 | 0.59% | 7,412 | 712 | 10.6% | $27.76万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $293.16万 | 0.60% | 13,108 | 97 | 0.7% | $2.17万 | 加仓 |
| NFLX | NETFLIX INC. | $296.42万 | 0.60% | 41,516 | 1,963 | 5.0% | $14.02万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $301.90万 | 0.62% | 3,956 | 551 | 16.2% | $42.05万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $305.95万 | 0.62% | 28,593 | 1,706 | 6.3% | $18.25万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $319.03万 | 0.65% | 4,272 | -332 | -7.2% | -$24.79万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $326.87万 | 0.67% | 19,241 | 19,241 | — | $326.87万 | 新建仓 |
| NRG | NRG ENERGY INC | $334.13万 | 0.68% | 22,876 | 1,349 | 6.3% | $19.70万 | 加仓 |
| — | GOLDMAN SACHS ETF TR | $339.54万 | 0.69% | 72,045 | 542 | 0.8% | $2.55万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $375.89万 | 0.77% | 5,473 | 4,016 | 275.6% | $275.83万 | 加仓 |
| VV | VANGUARD INDEX FDS | $396.56万 | 0.81% | 11,531 | 440 | 4.0% | $15.13万 | 加仓 |
| SAMT | ADVISORS INNER CIRCLE FD III | $403.23万 | 0.82% | 84,473 | 1,274 | 1.5% | $6.08万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $410.33万 | 0.84% | 15,262 | 1,003 | 7.0% | $26.97万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $439.75万 | 0.90% | 196,669 | 2,818 | 1.5% | $6.30万 | 加仓 |
| SHLD | GLOBAL X FDS | $448.10万 | 0.91% | 75,046 | -827 | -1.1% | -$4.94万 | 减仓 |
| GEV | GE VERNOVA INC | $449.62万 | 0.92% | 3,827 | 2,361 | 161.1% | $277.38万 | 加仓 |
| NEM | NEWMONT CORP | $455.54万 | 0.93% | 48,773 | 2,691 | 5.8% | $25.13万 | 加仓 |
| TPR | TAPESTRY INC | $456.30万 | 0.93% | 31,172 | 2,176 | 7.5% | $31.85万 | 加仓 |
| PAVE | GLOBAL X FDS | $488.89万 | 1.00% | 82,975 | 188 | 0.2% | $1.11万 | 加仓 |
| META | META PLATFORMS INC | $517.73万 | 1.06% | 9,191 | 436 | 5.0% | $24.56万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $519.59万 | 1.06% | 21,872 | 2,241 | 11.4% | $53.24万 | 加仓 |
| ADI | ANALOG DEVICES INC | $536.25万 | 1.09% | 13,502 | 842 | 6.7% | $33.44万 | 加仓 |
| CMI | CUMMINS INC | $540.01万 | 1.10% | 7,572 | -92 | -1.2% | -$6.56万 | 减仓 |
| MSFT | MICROSOFT CORP | $669.85万 | 1.37% | 17,957 | 1,000 | 5.9% | $37.30万 | 加仓 |
| TER | TERADYNE INC | $688.50万 | 1.40% | 14,230 | 1,025 | 7.8% | $49.59万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $707.58万 | 1.44% | 6,130 | 4,327 | 240.0% | $499.46万 | 加仓 |
| APH | AMPHENOL CORP | $737.79万 | 1.50% | 41,844 | 3,598 | 9.4% | $63.44万 | 加仓 |
| AAPL | APPLE INC | $783.06万 | 1.60% | 27,062 | -49 | -0.2% | -$1.42万 | 减仓 |
| EME | EMCOR GROUP INC | $797.27万 | 1.63% | 9,607 | 389 | 4.2% | $32.28万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $799.50万 | 1.63% | 163,614 | 23,839 | 17.1% | $116.49万 | 加仓 |
| AMZN | AMAZON COM INC | $851.99万 | 1.74% | 35,747 | 891 | 2.6% | $21.24万 | 加仓 |
| XME | SPDR SERIES TRUST | $887.04万 | 1.81% | 82,955 | 129 | 0.2% | $1.38万 | 加仓 |
| CSPF | COHEN & STEERS ETF TRUST | $898.20万 | 1.83% | 344,402 | 10,408 | 3.1% | $27.14万 | 加仓 |
| GOOGL | ALPHABET INC | $924.62万 | 1.89% | 25,873 | 769 | 3.1% | $27.48万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $961.68万 | 1.96% | 20,137 | 937 | 4.9% | $44.75万 | 加仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $1,010.49万 | 2.06% | 218,501 | 4,076 | 1.9% | $18.85万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,087.22万 | 2.22% | 93,188 | -2,949 | -3.1% | -$34.41万 | 减仓 |
| TSLA | TESLA INC | $1,107.69万 | 2.26% | 26,336 | 330 | 1.3% | $13.88万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1,139.69万 | 2.32% | 15,477 | 891 | 6.1% | $65.61万 | 加仓 |
| AVGO | BROADCOM INC | $1,234.61万 | 2.52% | 32,683 | 1,155 | 3.7% | $43.63万 | 加仓 |
| AMLP | ALPS ETF TR | $1,257.53万 | 2.56% | 242,533 | -3,175 | -1.3% | -$16.46万 | 减仓 |
| URA | GLOBAL X FDS | $1,319.73万 | 2.69% | 301,997 | 931 | 0.3% | $4.07万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,350.21万 | 2.75% | 31,159 | 1,204 | 4.0% | $52.17万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,397.79万 | 2.85% | 19,333 | 963 | 5.2% | $69.63万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $1,500.85万 | 3.06% | 372,511 | 12,679 | 3.5% | $51.08万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,803.92万 | 3.68% | 90,155 | 2,044 | 2.3% | $40.90万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $2,016.67万 | 4.11% | 46,741 | 1,409 | 3.1% | $60.79万 | 加仓 |
| KLAC | KLA CORP | $2,022.94万 | 4.13% | 67,049 | 1,489 | 2.3% | $44.92万 | 加仓 |