13F 机构持仓

Fortis Group Advisors, LLC

WESTWOOD NJ · SEC CIK 0001815183

2026Q22026Q1 更早 9 个季度 🔒
$6.24亿2026Q1 申报市值
582持仓数
29.2%前十大占比 · 第一大 5.5%
56 / 49新建仓 / 清仓
申报市值走势$6.26亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BIL 5.5%
QQQ 4.3%
VUG 3.8%
GLD 2.7%
SPY 2.6%
RSP 2.6%
AAPL 2.3%
SPMO 2.1%
SPYG 1.7%
GOOGL 1.6%

2026Q1 买入最多 按季末市值估算

VUG 加仓+$1,945.07万
BIL 加仓+$899.80万
PDBC 加仓+$720.04万
RSP 加仓+$708.87万
XTL 新建仓+$645.56万

2026Q1 卖出最多 按季末市值估算

IWO 减仓-$886.75万
SPYM 减仓-$539.24万
SPMO 减仓-$513.43万
JBBB 减仓-$395.42万
MAGS 减仓-$384.21万

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
SPYI NEOS ETF TRUST $00.00%0 -72,179-100.0% -$380.45万 清仓
EXPD EXPEDITORS INTL WASH INC $00.00%0 -19,890-100.0% -$319.31万 清仓
PALL ABRDN PALLADIUM ETF TRUST $00.00%0 -18,799-100.0% -$289.24万 清仓
OSCR OSCAR HEALTH INC $00.00%0 -189,857-100.0% -$272.44万 清仓
ROKU ROKU INC $00.00%0 —— — 申报中断
— SPROTT FDS TR $00.00%0 -110,971-100.0% -$199.97万 清仓
FRPT FRESHPET INC $00.00%0 -28,259-100.0% -$196.97万 清仓
FXI ISHARES TR $00.00%0 -47,210-100.0% -$187.00万 清仓
PCAR PACCAR INC $00.00%0 -15,067-100.0% -$185.19万 清仓
KWEB KRANESHARES TRUST $00.00%0 -50,641-100.0% -$179.17万 清仓
QGRO AMERICAN CENTY ETF TR $00.00%0 -14,966-100.0% -$168.55万 清仓
RWL INVESCO EXCH TRADED FD TR II $00.00%0 -14,250-100.0% -$168.06万 清仓
ROK ROCKWELL AUTOMATION INC $00.00%0 -3,965-100.0% -$167.18万 清仓
UBER UBER TECHNOLOGIES INC $00.00%0 -19,276-100.0% -$154.30万 清仓
CPRI CAPRI HOLDINGS LIMITED $00.00%0 -67,369-100.0% -$152.05万 清仓
SE SEA LTD $00.00%0 -11,140-100.0% -$129.77万 清仓
RZV INVESCO EXCHANGE TRADED FD T $00.00%0 -9,067-100.0% -$116.61万 清仓
CWB SPDR SERIES TRUST $00.00%0 -12,067-100.0% -$112.71万 清仓
COIN COINBASE GLOBAL INC $00.00%0 -5,415-100.0% -$105.45万 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 -2,078-100.0% -$103.97万 清仓
SYM SYMBOTIC INC $00.00%0 -16,898-100.0% -$91.87万 清仓
TMUS T-MOBILE US INC $00.00%0 -4,205-100.0% -$82.94万 清仓
VIK VIKING HOLDINGS LTD $00.00%0 -11,396-100.0% -$82.22万 清仓
EMB ISHARES TR $00.00%0 -8,400-100.0% -$81.13万 清仓
REAL THE REALREAL INC $00.00%0 -54,605-100.0% -$80.11万 清仓
DRI DARDEN RESTAURANTS INC $00.00%0 -3,998-100.0% -$79.70万 清仓
CAH CARDINAL HEALTH INC $00.00%0 -3,693-100.0% -$79.36万 清仓
EAT BRINKER INTL INC $00.00%0 -5,023-100.0% -$79.22万 清仓
OC OWENS CORNING NEW $00.00%0 -6,594-100.0% -$79.02万 清仓
FIG FIGMA INC $00.00%0 -30,361-100.0% -$78.70万 清仓
CELH CELSIUS HLDGS INC $00.00%0 -14,191-100.0% -$74.47万 清仓
IREN IREN LIMITED $00.00%0 -13,690-100.0% -$73.57万 清仓
WMS ADVANCED DRAIN SYS INC DEL $00.00%0 -4,825-100.0% -$73.36万 清仓
OMFS INVESCO EXCH TRD SLF IDX FD $00.00%0 -15,499-100.0% -$72.83万 清仓
RH RH $00.00%0 -3,500-100.0% -$69.59万 清仓
IOO ISHARES TR $00.00%0 -4,803-100.0% -$61.88万 清仓
HEFA ISHARES TR $00.00%0 —— — 申报中断
CLOZ SERIES PORTFOLIOS TR $00.00%0 -16,536-100.0% -$44.28万 清仓
— ADVISOR MANAGED PORTFOLIOS $00.00%0 -12,765-100.0% -$39.93万 清仓
XRT SPDR SERIES TRUST $00.00%0 -3,216-100.0% -$27.76万 清仓
JETS ETF SER SOLUTIONS $00.00%0 -8,651-100.0% -$24.18万 清仓
— NEUBERGER BERMAN ETF TRUST $00.00%0 -7,067-100.0% -$23.99万 清仓
IWC ISHARES TR $00.00%0 -1,388-100.0% -$23.16万 清仓
DVN DEVON ENERGY CORP NEW $00.00%0 -5,248-100.0% -$21.10万 清仓
AMGN AMGEN INC $00.00%0 —— — 申报中断
JOBY JOBY AVIATION INC $00.00%0 -15,478-100.0% -$16.36万 清仓
POET POET TECHNOLOGIES INC $00.00%0 -12,780-100.0% -$7.41万 清仓
— BLACKROCK LONG $00.00%0 -667-100.0% -$6,190 清仓
— NUVEEN S&P 500 $00.00%0 -250-100.0% -$3,675 清仓
— INDIVIOR PLC $00.00%0 -17-100.0% -$610 清仓
— BROOKFIELD BUSINESS $00.00%0 -4-100.0% -$141 清仓
— BROOKFIELD BUSINESS $00.00%0 -2-100.0% -$72 清仓
— XEROX HOLDINGS $10.00%12 12— $1 新建仓
— ASHFORD HOSPITALITY $30.00%1 00.0% — 不变
EMBC EMBECTA CORP $90.00%1 00.0% — 不变
— CANOPY GROWTH $100.00%10 00.0% — 不变
— GOPRO INC $120.00%15 00.0% — 不变
RMR RMR GROUP $150.00%1 00.0% — 不变
WOLF WOLFSPEED INC $160.00%1 00.0% — 不变
OGN ORGANON & CO $180.00%3 00.0% — 不变
ADNT ADIENT PLC $200.00%1 00.0% — 不变
CNDT CONDUENT INC $260.00%20 00.0% — 不变
IRT INDEPENDENCE REALTY $300.00%2 00.0% — 不变
XRX XEROX HOLDINGS $320.00%25 00.0% — 不变
LCID LUCID GROUP $380.00%4 00.0% — 不变
STRZ STARZ ENTERTAINMENT $460.00%4 00.0% — 不变
ASIX ADVANSIX INC $980.00%4 00.0% — 不变
LUMN LUMEN TECHNOLOGIES $1110.00%16 00.0% — 不变
BNT BROOKFIELD WEALTH $1240.00%3 00.0% — 不变
— BRAEMAR HOTELS $1250.00%53 00.0% — 不变
CRBP CORBUS PHARMACEUTICALS $1310.00%14 00.0% — 不变
GTX GARRETT MOTION $1820.00%10 00.0% — 不变
SNAP SNAP INC $1840.00%40 00.0% — 不变
— GCI LIBERTY $1840.00%5 00.0% — 不变
BBUC BROOKFIELD BUSINESS $1900.00%6 6— $190 新建仓
— ORION PROPERTIES $2040.00%95 00.0% — 不变
PCG PG&E CORP $2110.00%12 00.0% — 不变
CHTR CHARTER COMMUNICATIONS $2160.00%1 00.0% — 不变
— AMPLIFY ALTERNATIVE $2530.00%11 00.0% — 不变
STIP ISHARES 0-5 $3100.00%3 00.0% — 不变
VRTS VIRTUS INVESTMENT $3360.00%3 00.0% — 不变
DXC DXC TECHNOLOGY $3400.00%27 00.0% — 不变
GLIBK GCI LIBERTY $3720.00%10 00.0% — 不变
AIG AMERICAN INTL $3760.00%5 00.0% — 不变
PNR PENTAIR PLC $4360.00%5 00.0% — 不变
BW BABCOCK & WILCOX $4410.00%30 00.0% — 不变
BATRA ATLANTA BRAVES $4720.00%10 00.0% — 不变
NVT NVENT ELECTRIC $4730.00%4 00.0% — 不变
IWP ISHARES RUSSELL $5120.00%4 00.0% — 不变
KHC KRAFT HEINZ $5170.00%23 -12,577-99.8% -$28.27万 减仓
SUPN INDIVIOR PHARMACEUTICALS $5180.00%17 17— $518 新建仓
BTI BRITISH AMERN $5260.00%9 9— $526 新建仓
EPP ISHARES MSCI $5310.00%10 00.0% — 不变
ILCG ISHARES MORNINGSTAR $5730.00%6 00.0% — 不变
REZI RESIDEO TECHNOLOGIES $5730.00%17 00.0% — 不变
— TEVA PHARMACEUTICAL $6020.00%20 00.0% — 不变
NWSA NEWS CORP $6230.00%25 00.0% — 不变
LW LAMB WESTON $6340.00%15 00.0% — 不变
SNDK SANDISK CORP $6350.00%1 00.0% — 不变
LION LIONSGATE STUDIOS $6430.00%67 00.0% — 不变