13F 机构持仓

Fortis Group Advisors, LLC

WESTWOOD NJ · SEC CIK 0001815183

2026Q22026Q1 更早 9 个季度 🔒
$6.26亿2026Q2 申报市值
619持仓数
26.9%前十大占比 · 第一大 4.6%
67 / 33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 4.6%
QQQ 4.2%
RSP 2.9%
SPY 2.7%
SPMO 2.5%
AAPL 2.3%
GLD 2.2%
SPHB 1.9%
SPYG 1.8%
QQQM 1.8%

2026Q2 买入最多 按季末市值估算

USDU 新建仓+$795.62万
VYMI 加仓+$526.75万
SPHB 加仓+$523.89万
XAR 新建仓+$522.06万
BILS 加仓+$460.33万

2026Q2 卖出最多 按季末市值估算

VUG 减仓-$2,331.38万
VO 减仓-$1,201.47万
PDBC 清仓-$778.75万
BIL 减仓-$593.10万
XTL 减仓-$491.99万

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
BUYW MAIN BUYWRITE $1,0690.00%74 00.0% — 不变
BATRK ATLANTA BRAVES $1,0900.00%21 00.0% — 不变
SPSM STATE STREET $1,0960.00%19 00.0% — 不变
LOW LOWES COMPANIES $1,1020.00%5 5— $1,102 新建仓
JKHY JACK HENRY $1,1020.00%8 8— $1,102 新建仓
ENPH ENPHASE ENERGY $1,1330.00%23 00.0% — 不变
LHX L3HARRIS TECHNOLOGIES $1,1620.00%4 4— $1,162 新建仓
SEDG SOLAREDGE TECHNOLOGIES $1,1690.00%20 00.0% — 不变
MSI MOTOROLA SOLUTIONS $1,2460.00%3 3— $1,246 新建仓
CRCL CIRCLE INTERNET $1,2530.00%20 00.0% — 不变
ZG ZILLOW GROUP $1,2860.00%41 00.0% — 不变
MBB ISHARES MBS $1,3230.00%14 00.0% — 不变
WAB WABTEC $1,3480.00%5 00.0% — 不变
SPMD STATE STREET $1,3510.00%20 00.0% — 不变
GWW GRAINGER W W $1,3600.00%1 1— $1,360 新建仓
CTAS CINTAS CORP $1,3610.00%8 8— $1,361 新建仓
LYB LYONDELLBASELL INDUSTRIE $1,3690.00%26 -23,268-99.9% -$122.51万 减仓
ECL ECOLAB INC $1,3930.00%5 5— $1,393 新建仓
DLTR DOLLAR TREE $1,4510.00%12 00.0% — 不变
TT TRANE TECHNOLOGIES $1,4730.00%3 3— $1,473 新建仓
WRB BERKLEY W R $1,4810.00%21 21— $1,481 新建仓
— SEI HIGH $1,4850.00%59 59— $1,485 新建仓
NEE NEXTERA ENERGY $1,4920.00%17 17— $1,492 新建仓
ACWX ISHARES MSCI $1,5220.00%20 00.0% — 不变
CMS CMS ENERGY $1,5300.00%20 20— $1,530 新建仓
CHD CHURCH & DWIGHT $1,5500.00%16 16— $1,550 新建仓
ATO ATMOS ENERGY CORP $1,5500.00%9 9— $1,550 新建仓
PPG PPG INDUSTRIES $1,5770.00%13 13— $1,577 新建仓
APH AMPHENOL CORP $1,5870.00%9 9— $1,587 新建仓
CBSH COMMERCE BANCSHARES $1,6170.00%28 28— $1,617 新建仓
MMM 3M COMPANY $1,6190.00%10 -140-93.3% -$2.27万 减仓
ITW ILLINOIS TOOL $1,6230.00%6 6— $1,623 新建仓
PLD PROLOGIS INC $1,6260.00%12 12— $1,626 新建仓
AFL AFLAC INC $1,6420.00%14 14— $1,642 新建仓
CBRL CRACKER BARREL $1,6520.00%31 00.0% — 不变
— LIBERTY BROADBAND $1,6630.00%50 00.0% — 不变
IWD ISHARES RUSSELL $1,6970.00%7 00.0% — 不变
CB CHUBB LTD $1,7040.00%5 5— $1,704 新建仓
FOXA FOX CORP $1,7210.00%33 00.0% — 不变
VSNT VERSANT MEDIA $1,8000.00%50 00.0% — 不变
RIVN RIVIAN AUTOMOTIVE $1,8040.00%104 00.0% — 不变
NGG NATIONAL GRID $1,8230.00%22 00.0% — 不变
TMAT MAIN THEMATIC $1,8230.00%58 00.0% — 不变
FRT FEDERAL REALTY $1,8520.00%15 15— $1,852 新建仓
PSX PHILLIPS 66 $1,8600.00%11 11— $1,860 新建仓
IYZ ISHARES U S $1,9030.00%45 00.0% — 不变
CALM CAL MAINE FOODS $1,9330.00%24 00.0% — 不变
BBJP JPMORGAN BETABUILDERS $1,9580.00%26 00.0% — 不变
— AMERICAN OUTDOOR $1,9720.00%168 00.0% — 不变
ADI ANALOG DEVICES $1,9860.00%5 5— $1,986 新建仓
EMN EASTMAN CHEMICAL $2,0100.00%30 00.0% — 不变
— NEUBERGER REAL $2,0180.00%666 00.0% — 不变
— SERVICE PROPERTIES $2,0290.00%1,201 00.0% — 不变
JJSF J & J SNACK $2,0560.00%28 00.0% — 不变
NCLH NORWEGIAN CRUISE $2,1110.00%100 00.0% — 不变
A AGILENT TECHNOLOGIES $2,1250.00%16 00.0% — 不变
HRL HORMEL FOODS $2,1840.00%88 00.0% — 不变
FWONA LIBERTY MEDIA $2,1890.00%25 00.0% — 不变
BBCA JPMORGAN BETABUILDERS $2,2860.00%23 00.0% — 不变
OMC OMNICOM GROUP $2,3310.00%32 00.0% — 不变
— LEGGETT & PLATT $2,3420.00%200 00.0% — 不变
PSMT PRICESMART INC $2,3440.00%12 00.0% — 不变
KEYS KEYSIGHT TECHNOLOGIES $2,4500.00%7 00.0% — 不变
SOLS SOLSTICE ADVANCED $2,4810.00%28 00.0% — 不变
TNC TENNANT CO $2,5390.00%29 00.0% — 不变
BABA ALIBABA GROUP $2,5910.00%27 -20,216-99.9% -$194.00万 减仓
LLYVA LIBERTY LIVE $2,6330.00%26 00.0% — 不变
SAM BOSTON BEER $2,6550.00%15 00.0% — 不变
NATL NCR ATLEOS $2,6910.00%62 00.0% — 不变
OTIS OTIS WORLDWIDE $2,7210.00%38 00.0% — 不变
JCI JOHNSON CONTROLS $2,7760.00%19 00.0% — 不变
RQI COHEN & STEERS $2,8340.00%230 00.0% — 不变
SJM SMUCKER JM $2,9250.00%26 00.0% — 不变
DCI DONALDSON CO $3,0520.00%34 00.0% — 不变
PSA PUBLIC STORAGE $3,1830.00%10 00.0% — 不变
NOK NOKIA CORP $3,1870.00%240 00.0% — 不变
BIIB BIOGEN INC $3,2410.00%15 00.0% — 不变
SWKS SKYWORKS SOLUTIONS $3,3900.00%50 00.0% — 不变
BBEU JPMORGAN BUILDERS $3,4220.00%44 00.0% — 不变
ARCC ARES CAPITAL $3,5580.00%192 00.0% — 不变
BAM BROOKFIELD ASSET $3,7670.00%84 00.0% — 不变
FDXF FEDEX FREIGHT $3,7750.00%25 25— $3,775 新建仓
NFJ VIRTUS DIVID $3,7980.00%250 00.0% — 不变
HYLB XTRACKERS USD $3,8710.00%106 00.0% — 不变
XSSPX NUVEEN S&P 500 $3,8960.00%209 00.0% — 不变
JRI NUVEEN REAL $4,0050.00%309 00.0% — 不变
EDIV STATE STREET $4,0140.00%98 00.0% — 不变
DOW DOW INC $4,1860.00%153 00.0% — 不变
ZBH ZIMMER BIOMET $4,3050.00%50 00.0% — 不变
ZTS ZOETIS INC $4,3120.00%60 00.0% — 不变
TDC TERADATA CORP $4,3660.00%126 00.0% — 不变
XLB STATE STREET $4,4540.00%88 00.0% — 不变
EMR EMERSON ELECTRIC $4,5810.00%32 00.0% — 不变
BANC BANC CALIFORNIA $4,5970.00%225 00.0% — 不变
ITA ISHARES AEROSPACE $4,6060.00%19 19— $4,606 新建仓
ALK ALASKA AIR $4,6460.00%89 00.0% — 不变
ROBT FIRST TRUST $4,6700.00%83 83— $4,670 新建仓
— GLOBAL X $4,6890.00%500 00.0% — 不变
VBK VANGUARD SMALL $4,7540.00%13 00.0% — 不变
FWONK LIBERTY MEDIA $4,7570.00%50 00.0% — 不变