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
MGM MGM RESORTS $4,7810.00%100 00.0% — 不变
FXU FIRST TRUST $4,7860.00%97 97— $4,786 新建仓
VTV VANGUARD VALUE $4,7940.00%22 00.0% — 不变
SKYY FIRST TRUST $4,8440.00%36 36— $4,844 新建仓
MLPA GLOBAL X $4,9360.00%93 00.0% — 不变
GD GENERAL DYNAMICS $4,9590.00%14 440.0% $1,417 加仓
PBT PERMIAN BASIN $5,0080.00%200 00.0% — 不变
ELV ELEVANCE HEALTH $5,0270.00%13 00.0% — 不变
CMG CHIPOTLE MEXICAN $5,1000.00%150 00.0% — 不变
IEF ISHARES 7-10YR $5,1060.00%54 00.0% — 不变
CLX CLOROX COMPANY $5,2490.00%55 00.0% — 不变
AGG ISHARES CORE $5,3450.00%54 -2,136-97.5% -$21.14万 减仓
MDLZ MONDELEZ INTERNATIONAL $5,3790.00%93 2434.8% $1,388 加仓
LLYVK LIBERTY LIVE $5,4930.00%52 00.0% — 不变
EPD ENTERPRISE PRODUCTS $5,5140.00%150 00.0% — 不变
ED CONSOLIDATED EDISON $5,5320.00%50 00.0% — 不变
LMT LOCKHEED MARTIN $5,6040.00%11 00.0% — 不变
HYT BLACKROCK CORP $5,7010.00%666 00.0% — 不变
DIV GLOBAL X $5,7150.00%300 00.0% — 不变
GEHC GE HEALTHCARE $5,7600.00%90 911.1% $576 加仓
VTIP VANGUARD SHORT $5,8770.00%117 00.0% — 不变
VTRS VIATRIS INC $6,0340.00%380 00.0% — 不变
UTF COHEN & STEERS $6,2790.00%228 00.0% — 不变
MUA BLACKROCK MUNIASSETS $6,4850.00%589 00.0% — 不变
STT STATE STREET $6,6140.00%39 00.0% — 不变
DD DUPONT DE $6,7820.00%50 -103-67.3% -$1.40万 减仓
XCHYX CALAMOS CONVERTIBLE $6,8100.00%500 00.0% — 不变
PFFD GLOBAL X $7,0090.00%375 00.0% — 不变
— WESTERN ASSET $7,0410.00%866 00.0% — 不变
MLPX GLOBAL X $7,0710.00%96 00.0% — 不变
VAW VANGUARD MATERIALS $7,0920.00%31 00.0% — 不变
HOG HARLEY DAVIDSON $7,0930.00%290 00.0% — 不变
AVK ADVENT CONV $7,1260.00%544 00.0% — 不变
BR BROADRIDGE FINANCIAL $7,2580.00%53 00.0% — 不变
TTC TORO CO $7,4040.00%76 00.0% — 不变
— BARINGS CORP $7,4630.00%425 00.0% — 不变
TFC TRUIST FINANCIAL $7,4730.00%150 00.0% — 不变
UNP UNION PACIFIC CORP $7,6160.00%28 00.0% — 不变
COF CAPITAL ONE $7,6240.00%38 00.0% — 不变
HPQ HP INC $7,7010.00%351 00.0% — 不变
XLF STATE STREET $7,7030.00%144 -46,903-99.7% -$250.90万 减仓
DELL DELL TECHNOLOGIES $7,7660.00%18 00.0% — 不变
KD KYNDRYL HOLDINGS $7,7920.00%689 -80-10.4% -$905 减仓
SIRI SIRIUSXM HOLDINGS $7,8870.00%267 00.0% — 不变
TYL TYLER TECHNOLOGIES $7,8960.00%27 00.0% — 不变
GIS GENERAL MILLS $7,9690.00%229 00.0% — 不变
SHOP SHOPIFY INC $7,9930.00%70 00.0% — 不变
KR KROGER CO $7,9960.00%144 00.0% — 不变
CMC COMMERCIAL METALS $8,4090.00%134 00.0% — 不变
MET METLIFE INC $8,4610.00%100 00.0% — 不变
IMKTA INGLES MARKETS $8,8580.00%100 00.0% — 不变
HWM HOWMET AEROSPACE $8,8720.00%33 00.0% — 不变
BKNG BOOKING HOLDINGS $8,9120.00%50 00.0% — 不变
FIVE FIVE BELOW $8,9900.00%50 -6,946-99.3% -$124.89万 减仓
GUNR FLEXSHARES MORNINGSTAR $9,0680.00%184 00.0% — 不变
BIDU BAIDU INC $9,1430.00%80 00.0% — 不变
IYK ISHARES U S $9,1550.00%126 00.0% — 不变
DAL DELTA AIRLINES $9,3660.00%100 00.0% — 不变
AKR ACADIA REALTY $9,4100.00%450 00.0% — 不变
— ELECTRONIC ARTS $9,6370.00%47 00.0% — 不变
SCHO SCHWAB SHORT $9,7040.00%402 00.0% — 不变
DOC HEALTHPEAK PPTYS $9,9510.00%465 00.0% — 不变
TD TORONTO DOMINION $9,9570.00%82 00.0% — 不变
SPEM STATE STREET $1.01万0.00%195 00.0% — 不变
SWBI SMITH & WESSON $1.01万0.00%674 00.0% — 不变
ALCO ALICO INC $1.02万0.00%246 00.0% — 不变
TGT TARGET CORP $1.08万0.00%83 00.0% — 不变
EW EDWARDS LIFESCIENCES $1.09万0.00%120 00.0% — 不变
AEE AMEREN CORP $1.13万0.00%100 00.0% — 不变
GM GENERAL MOTORS $1.14万0.00%148 00.0% — 不变
CMI CUMMINS INC $1.14万0.00%16 00.0% — 不变
DG DOLLAR GENL $1.15万0.00%100 00.0% — 不变
PH PARKER-HANNIFIN CORP $1.17万0.00%12 19.1% $978 加仓
— INVESCO PHARMACEUTICALS $1.18万0.00%100 00.0% — 不变
GNL GLOBAL NET $1.20万0.00%1,340 -302-18.4% -$2,700 减仓
CQP CHENIERE ENERGY $1.20万0.00%197 21.0% $122 加仓
XRNPX COHEN & STEERS $1.22万0.00%600 00.0% — 不变
NI NISOURCE INC $1.22万0.00%257 00.0% — 不变
ICVT ISHARES CONV $1.24万0.00%102 00.0% — 不变
PECO PHILLIPS EDISON $1.25万0.00%300 00.0% — 不变
HONA HONEYWELL AEROSPACE $1.26万0.00%57 57— $1.26万 新建仓
HON HONEYWELL INTL $1.28万0.00%57 -58-50.4% -$1.30万 减仓
IYJ ISHARES U S $1.33万0.00%80 00.0% — 不变
UAL UNITED AIRLINES $1.36万0.00%100 00.0% — 不变
C CITIGROUP INC $1.40万0.00%100 00.0% — 不变
PPL PPL CORP $1.47万0.00%404 00.0% — 不变
FAST FASTENAL CO $1.49万0.00%310 00.0% — 不变
ORLY O REILLY AUTOMOTIVE $1.52万0.00%165 00.0% — 不变
OLP ONE LIBERTY PPTYS INC $1.55万0.00%634 00.0% — 不变
HPE HEWLETT PACKARD $1.56万0.00%345 00.0% — 不变
FDX FEDEX CORP $1.57万0.00%50 -3,954-98.8% -$123.82万 减仓
CGW INVESCO S&P $1.60万0.00%244 00.0% — 不变
VNQ VANGUARD REAL $1.61万0.00%167 00.0% — 不变
BBN BLACKROCK TXBL $1.62万0.00%1,000 00.0% — 不变
DNP DNP SELECT $1.62万0.00%1,500 -41,974-96.5% -$45.29万 减仓
AEP AMERICAN ELECTRIC $1.71万0.00%125 00.0% — 不变
ABBV ABBVIE INC $1.74万0.00%69 00.0% — 不变
— SOL STRATEGIES INC $1.77万0.00%15,114 15,114— $1.77万 新建仓
FXH FIRST TRUST $1.77万0.00%145 145— $1.77万 新建仓
UGI UGI CORP $1.78万0.00%515 00.0% — 不变