Fortis Group Advisors, LLC
WESTWOOD NJ · SEC CIK 0001815183
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ED | CONSOLIDATED EDISON | $5,659 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X | $5,670 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORP | $5,674 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $5,676 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX COMPANY | $5,700 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE | $5,764 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT | $5,844 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON | $5,864 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS | $5,890 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV | $6,070 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS | $6,162 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| MUA | BLACKROCK MUNIASSETS | $6,249 | 0.00% | 589 | 589 | — | $6,249 | 新建仓 |
| DOW | DOW INC | $6,372 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIRLINES | $6,648 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN | $6,648 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $6,743 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $6,793 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINANCIAL | $6,896 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X | $6,900 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE | $6,932 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS | $6,986 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET | $6,997 | 0.00% | 866 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE | $7,007 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $7,072 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $7,093 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X | $7,098 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $7,101 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| — | BARINGS CORP | $7,327 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE | $7,605 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PPTYS | $7,640 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION | $7,651 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD | $8,214 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS | $8,232 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $8,303 | 0.00% | 70 | -12,353 | -99.4% | -$146.52万 | 减仓 |
| BKNG | BOOKING HOLDINGS | $8,421 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $8,523 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA REALTY | $8,604 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $8,608 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINANCIAL | $8,611 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES U S | $8,824 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $8,914 | 0.00% | 80 | -10,801 | -99.3% | -$120.35万 | 减仓 |
| IMKTA | INGLES MARKETS | $8,989 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET | $9,147 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR | $9,202 | 0.00% | 28 | 28 | — | $9,202 | 新建仓 |
| UAL | UNITED AIRLINES | $9,207 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES | $9,244 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS | $9,582 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES | $9,610 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON | $9,658 | 0.00% | 674 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT | $9,757 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $9,848 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.01万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $1.01万 | 0.00% | 769 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES MORNINGSTAR | $1.01万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| ALCO | ALICO INC | $1.01万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| — | INVESCO PHARMACEUTICALS | $1.04万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES CONV | $1.04万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.04万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $1.10万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS | $1.10万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON | $1.12万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.13万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES U S | $1.18万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS | $1.19万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENL | $1.19万 | 0.00% | 100 | -5,422 | -98.2% | -$64.38万 | 减仓 |
| NI | NISOURCE INC | $1.20万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY | $1.26万 | 0.00% | 195 | 195 | — | $1.26万 | 新建仓 |
| OLP | ONE LIBERTY PPTYS INC | $1.36万 | 0.00% | 634 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1.44万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL | $1.48万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $1.50万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE | $1.52万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET | $1.54万 | 0.00% | 1,642 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.54万 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS | $1.56万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P | $1.56万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED | $1.56万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TXBL | $1.62万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL | $1.64万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELECTRIC | $1.64万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI | $1.68万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO FTSE | $1.71万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC | $1.71万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH | $1.80万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $1.81万 | 0.00% | 1,570 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $1.82万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILITY | $1.84万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP | $1.88万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $1.90万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD LONG | $1.99万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.99万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO BULLETSHARES | $2.03万 | 0.00% | 1,039 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $2.04万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| EOS | EATON VANCE | $2.05万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL | $2.08万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL | $2.08万 | 0.00% | 605 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P | $2.11万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $2.18万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX | $2.18万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY | $2.34万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |