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 |
|---|---|---|---|---|---|---|---|---|
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -10,194 | -100.0% | -$289.28万 | 清仓 |
| — | TOPBUILD CORP | $0 | 0.00% | 0 | -6,000 | -100.0% | -$210.78万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -31,347 | -100.0% | -$141.78万 | 清仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $0 | 0.00% | 0 | -8,776 | -100.0% | -$26.32万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -1,300 | -100.0% | -$22.70万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -12,004 | -100.0% | -$17.32万 | 清仓 |
| — | BIOMEA FUSION INC | $1.47万 | 0.00% | 10,000 | 10,000 | — | $1.47万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $3.09万 | 0.01% | 13,485 | -1,500 | -10.0% | -$3,435 | 减仓 |
| — | BULLFROG AI HLDGS INC | $3.55万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $7.68万 | 0.02% | 10,000 | -3,150 | -24.0% | -$2.42万 | 减仓 |
| NMAX | NEWSMAX INC | $10.91万 | 0.02% | 13,175 | -1,000 | -7.1% | -$8,280 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $11.61万 | 0.02% | 10,680 | -3,249 | -23.3% | -$3.53万 | 减仓 |
| F | FORD MTR CO | $15.07万 | 0.03% | 10,842 | -177 | -1.6% | -$2,460 | 减仓 |
| UUUU | ENERGY FUELS INC | $20.07万 | 0.04% | 13,840 | -2,460 | -15.1% | -$3.57万 | 减仓 |
| IWF | ISHARES TR | $20.36万 | 0.04% | 1,640 | 1,640 | — | $20.36万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $20.76万 | 0.04% | 3,000 | 3,000 | — | $20.76万 | 新建仓 |
| — | EXXON MOBIL CORP | $21.28万 | 0.04% | 1,556 | -426 | -21.5% | -$5.83万 | 减仓 |
| APLD | APPLIED DIGITAL CORP | $22.38万 | 0.05% | 6,000 | 6,000 | — | $22.38万 | 新建仓 |
| SOXX | ISHARES TR | $22.43万 | 0.05% | 350 | 350 | — | $22.43万 | 新建仓 |
| WELL | WELLTOWER INC | $22.70万 | 0.05% | 1,000 | 1,000 | — | $22.70万 | 新建仓 |
| EOG | EOG RES INC | $23.18万 | 0.05% | 1,787 | -20,857 | -92.1% | -$270.58万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $23.29万 | 0.05% | 8,409 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $23.33万 | 0.05% | 1,700 | -200 | -10.5% | -$2.74万 | 减仓 |
| MO | ALTRIA GROUP INC | $24.12万 | 0.05% | 3,353 | -382 | -10.2% | -$2.75万 | 减仓 |
| C | CITIGROUP INC | $25.23万 | 0.05% | 1,803 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $25.28万 | 0.05% | 1,600 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $25.92万 | 0.05% | 7,919 | -27 | -0.3% | -$884 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $26.25万 | 0.05% | 260 | 2 | 0.8% | $2,019 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $26.86万 | 0.05% | 1,693 | 3 | 0.2% | $476 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $26.88万 | 0.05% | 1,340 | -10,275 | -88.5% | -$206.10万 | 减仓 |
| QUBT | QUANTUM COMPUTING INC | $27.40万 | 0.06% | 28,248 | -3,348 | -10.6% | -$3.25万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $27.90万 | 0.06% | 992 | 199 | 25.1% | $5.60万 | 重新持有 |
| XPO | XPO INC | $28.04万 | 0.06% | 1,366 | 0 | 0.0% | — | 不变 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $28.70万 | 0.06% | 5,082 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $28.92万 | 0.06% | 1,022 | -253 | -19.8% | -$7.16万 | 减仓 |
| HD | HOME DEPOT INC | $29.19万 | 0.06% | 828 | -167 | -16.8% | -$5.89万 | 减仓 |
| GM | GENERAL MTRS CO | $29.32万 | 0.06% | 3,804 | -202 | -5.0% | -$1.56万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $29.38万 | 0.06% | 4,672 | 30 | 0.6% | $1,887 | 加仓 |
| CF | CF INDUSTRIES HOLD | $29.60万 | 0.06% | 2,734 | -14 | -0.5% | -$1,516 | 减仓 |
| DVN | DEVON ENERGY CORP NEW | $29.83万 | 0.06% | 7,220 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $29.89万 | 0.06% | 3,640 | -525 | -12.6% | -$4.31万 | 减仓 |
| RVT | ROYCE SMALL CAP TRUST INC | $30.38万 | 0.06% | 16,450 | -938 | -5.4% | -$1.73万 | 减仓 |
| CVX | CHEVRON CORPORATION | $31.56万 | 0.06% | 1,904 | 291 | 18.0% | $4.82万 | 加仓 |
| UPRO | PROSHARES TR | $31.90万 | 0.07% | 2,250 | 2,250 | — | $31.90万 | 新建仓 |
| ALB | ALBEMARLE CORP | $32.22万 | 0.07% | 2,386 | 5 | 0.2% | $675 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $32.37万 | 0.07% | 1,464 | 1,464 | — | $32.37万 | 新建仓 |
| SCHX | SCHWAB STRATEGIC TR | $32.39万 | 0.07% | 11,004 | 126 | 1.2% | $3,708 | 加仓 |
| HON | HONEYWELL INTL INC | $33.00万 | 0.07% | 1,474 | -1,358 | -48.0% | -$30.41万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $33.16万 | 0.07% | 6,567 | 6,567 | — | $33.16万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $34.84万 | 0.07% | 2,547 | 19 | 0.8% | $2,599 | 加仓 |
| VTI | VANGUARD INDEX FDS | $34.89万 | 0.07% | 943 | 34 | 3.7% | $1.26万 | 加仓 |
| BA | BOEING CO | $37.34万 | 0.08% | 1,725 | -125 | -6.8% | -$2.71万 | 减仓 |
| V | VISA INC | $37.67万 | 0.08% | 1,098 | -139 | -11.2% | -$4.77万 | 减仓 |
| RTX | RTX CORPORATION | $38.67万 | 0.08% | 2,038 | 9 | 0.4% | $1,708 | 加仓 |
| IONQ | IONQ INC | $39.12万 | 0.08% | 7,345 | 2,827 | 62.6% | $15.06万 | 重新持有 |
| QUAL | ISHARES TR | $39.78万 | 0.08% | 1,813 | 1,813 | — | $39.78万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $40.61万 | 0.08% | 7,576 | -2,789 | -26.9% | -$14.95万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $41.00万 | 0.08% | 23,125 | -6,168 | -21.1% | -$10.94万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $41.05万 | 0.08% | 14,555 | -4,833 | -24.9% | -$13.63万 | 减仓 |
| VTR | VENTAS INC | $41.25万 | 0.08% | 4,645 | 17 | 0.4% | $1,510 | 加仓 |
| PTLC | PACER FDS TR | $42.30万 | 0.09% | 7,260 | 7,260 | — | $42.30万 | 新建仓 |
| WFC | WELLS FARGO & CO | $42.42万 | 0.09% | 5,133 | -103 | -2.0% | -$8,512 | 减仓 |
| DE | DEERE & CO | $44.40万 | 0.09% | 700 | 700 | — | $44.40万 | 新建仓 |
| HDV | ISHARES TR | $44.58万 | 0.09% | 16,265 | 16,265 | — | $44.58万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $44.74万 | 0.09% | 1,409 | 1,409 | — | $44.74万 | 新建仓 |
| FR | FIRST INDL RLTY TR INC | $47.77万 | 0.10% | 7,792 | -413 | -5.0% | -$2.53万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $48.75万 | 0.10% | 12,588 | 275 | 2.2% | $1.07万 | 加仓 |
| URI | UNITED RENTALS INC | $49.05万 | 0.10% | 433 | 8 | 1.9% | $9,063 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $50.35万 | 0.10% | 988 | 552 | 126.6% | $28.13万 | 加仓 |
| TXN | TEXAS INSTRS INC | $51.06万 | 0.10% | 1,713 | -546 | -24.2% | -$16.27万 | 减仓 |
| PFE | PFIZER INC | $51.50万 | 0.11% | 21,388 | 433 | 2.1% | $1.04万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $53.18万 | 0.11% | 16,634 | -1,945 | -10.5% | -$6.22万 | 减仓 |
| GLW | CORNING INC | $53.41万 | 0.11% | 2,091 | -50 | -2.3% | -$1.28万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $54.70万 | 0.11% | 1,250 | 50 | 4.2% | $2.19万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $55.63万 | 0.11% | 700 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $56.14万 | 0.11% | 1,093 | -260 | -19.2% | -$13.35万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $57.01万 | 0.12% | 7,901 | -917 | -10.4% | -$6.62万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $58.10万 | 0.12% | 2,394 | 50 | 2.1% | $1.21万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $58.43万 | 0.12% | 8,339 | 235 | 2.9% | $1.65万 | 加仓 |
| WMB | WILLIAMS COS INC | $59.65万 | 0.12% | 8,024 | -11 | -0.1% | -$818 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $64.34万 | 0.13% | 2,214 | -2 | -0.1% | -$581 | 减仓 |
| ARKK | ARK ETF TR | $66.34万 | 0.14% | 8,208 | -2,480 | -23.2% | -$20.04万 | 减仓 |
| T | AT&T INC | $68.23万 | 0.14% | 32,959 | 530 | 1.6% | $1.10万 | 加仓 |
| BST | BLACKROCK SCIENCE & TECHNOLO | $69.93万 | 0.14% | 13,791 | 428 | 3.2% | $2.17万 | 加仓 |
| BLK | BLACKROCK INC | $71.06万 | 0.14% | 739 | -24 | -3.1% | -$2.31万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $72.93万 | 0.15% | 2,850 | -500 | -14.9% | -$12.79万 | 减仓 |
| GOOG | ALPHABET INC | $74.61万 | 0.15% | 2,112 | -14 | -0.7% | -$4,946 | 减仓 |
| EBAY | EBAY INC. | $77.16万 | 0.16% | 6,905 | -13 | -0.2% | -$1,453 | 减仓 |
| ALV | AUTOLIV INC | $77.22万 | 0.16% | 6,647 | 145 | 2.2% | $1.68万 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $77.26万 | 0.16% | 17,040 | -659 | -3.7% | -$2.99万 | 减仓 |
| VO | VANGUARD INDEX FDS | $77.51万 | 0.16% | 9,620 | 1,848 | 23.8% | $14.89万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $77.61万 | 0.16% | 2,191 | -9 | -0.4% | -$3,188 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $78.28万 | 0.16% | 15,400 | -253 | -1.6% | -$1.29万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $78.35万 | 0.16% | 21,313 | -784 | -3.5% | -$2.88万 | 减仓 |
| ORCL | ORACLE CORP | $79.35万 | 0.16% | 5,414 | -745 | -12.1% | -$10.92万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $80.20万 | 0.16% | 9,025 | -152 | -1.7% | -$1.35万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $83.19万 | 0.17% | 6,585 | 221 | 3.5% | $2.79万 | 加仓 |
| PWR | QUANTA SVCS INC | $84.10万 | 0.17% | 1,168 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $86.44万 | 0.18% | 6,829 | 1,159 | 20.4% | $14.67万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $86.84万 | 0.18% | 15,646 | 610 | 4.1% | $3.39万 | 加仓 |