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 |
|---|---|---|---|---|---|---|---|---|
| CBZ | CBIZ INC | $2.35万 | 0.00% | 875 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $2.35万 | 0.00% | 122 | -9,013 | -98.7% | -$173.85万 | 减仓 |
| NKE | NIKE INC | $2.48万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| CLM | CORNERSTONE STRATEGIC | $2.49万 | 0.00% | 3,426 | 3,426 | — | $2.49万 | 新建仓 |
| — | HONEYWELL INTL | $2.60万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.66万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER | $2.70万 | 0.00% | 157 | 1 | 0.6% | $172 | 加仓 |
| PAYX | PAYCHEX INC | $2.75万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| SECT | MAIN SECTOR | $2.81万 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2.89万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $3.03万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE ASSET MGMT | $3.15万 | 0.01% | 12,287 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET | $3.43万 | 0.01% | 258 | 68 | 35.8% | $9,033 | 加仓 |
| GILD | GILEAD SCIENCES | $3.43万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR | $3.56万 | 0.01% | 3,496 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY | $3.58万 | 0.01% | 371 | -1,786 | -82.8% | -$17.21万 | 减仓 |
| CMCSA | COMCAST CORP | $3.66万 | 0.01% | 1,276 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST | $3.67万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P | $3.75万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL | $3.83万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM | $3.83万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $3.87万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL | $4.13万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL | $4.22万 | 0.01% | 878 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL | $4.25万 | 0.01% | 551 | 478 | 654.8% | $3.69万 | 加仓 |
| FNV | FRANCO NEVADA | $4.35万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $4.36万 | 0.01% | 1,588 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY | $4.42万 | 0.01% | 3,837 | 234 | 6.5% | $2,693 | 加仓 |
| BAC | BANK AMERICA | $4.45万 | 0.01% | 914 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U S | $4.47万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $4.58万 | 0.01% | 492 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG | $4.62万 | 0.01% | 644 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $5.02万 | 0.01% | 560 | -10,471 | -94.9% | -$93.81万 | 减仓 |
| IJK | ISHARES S&P | $5.04万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL | $5.10万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA | $5.32万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY | $5.65万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD | $5.67万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES | $5.88万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| USB | U S BANCORP DE | $6.02万 | 0.01% | 1,157 | 1,064 | 1,144.1% | $5.53万 | 加仓 |
| BND | VANGUARD TOTAL | $6.22万 | 0.01% | 845 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP | $6.37万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $6.66万 | 0.01% | 1,359 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $7.18万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY | $7.46万 | 0.01% | 570 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG | $7.63万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC | $7.89万 | 0.01% | 18,966 | 0 | 0.0% | — | 不变 |
| LXRX | LEXICON PHARMACEUTICALS INC | $8.05万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL | $8.80万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY | $8.82万 | 0.01% | 4,222 | -285 | -6.3% | -$5,954 | 减仓 |
| PFE | PFIZER INC | $9.79万 | 0.02% | 3,486 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $10.11万 | 0.02% | 879 | 879 | — | $10.11万 | 新建仓 |
| WFC | WELLS FARGO | $10.53万 | 0.02% | 1,323 | 703 | 113.4% | $5.60万 | 加仓 |
| NWL | NEWELL BRANDS INC | $11.28万 | 0.02% | 27,640 | 27,640 | — | $11.28万 | 新建仓 |
| TE | T1 ENERGY INC | $12.16万 | 0.02% | 25,324 | -399 | -1.6% | -$1,915 | 减仓 |
| CSX | CSX CORP | $12.38万 | 0.02% | 3,015 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES | $12.45万 | 0.02% | 609 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY | $12.62万 | 0.02% | 452 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $14.46万 | 0.02% | 440 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY COMPANY | $14.59万 | 0.02% | 702 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $18.12万 | 0.03% | 583 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $19.97万 | 0.03% | 11,445 | 26 | 0.2% | $454 | 加仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $20.12万 | 0.03% | 2,426 | 2,426 | — | $20.12万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $20.57万 | 0.03% | 10,283 | 10,283 | — | $20.57万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.67万 | 0.03% | 7,782 | 7,782 | — | $20.67万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $20.71万 | 0.03% | 6,100 | 6,100 | — | $20.71万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $21.65万 | 0.03% | 10,051 | 393 | 4.1% | $8,465 | 加仓 |
| AGG | ISHARES CORE | $21.70万 | 0.03% | 2,190 | -11 | -0.5% | -$1,090 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $22.60万 | 0.04% | 22,159 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $22.85万 | 0.04% | 1,100 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $22.89万 | 0.04% | 883 | 883 | — | $22.89万 | 新建仓 |
| TSCO | TRACTOR SUPPLY | $23.24万 | 0.04% | 5,130 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $23.35万 | 0.04% | 2,361 | -17,053 | -87.8% | -$168.65万 | 减仓 |
| — | INVESCO CURRENCYSHARES BRIT | $23.73万 | 0.04% | 1,813 | 1,813 | — | $23.73万 | 新建仓 |
| HEI | HEICO CORP NEW | $23.99万 | 0.04% | 889 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $24.13万 | 0.04% | 2,382 | 16 | 0.7% | $1,621 | 加仓 |
| EWW | ISHARES INC | $24.15万 | 0.04% | 3,159 | 3,159 | — | $24.15万 | 新建仓 |
| — | FRANKLIN TEMPLETON ETF TR | $24.25万 | 0.04% | 10,146 | -92 | -0.9% | -$2,199 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $24.27万 | 0.04% | 7,016 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $24.44万 | 0.04% | 2,805 | -24,712 | -89.8% | -$215.31万 | 减仓 |
| TJX | TJX COS INC NEW | $24.46万 | 0.04% | 1,560 | -5 | -0.3% | -$784 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $24.53万 | 0.04% | 4,881 | 4,881 | — | $24.53万 | 新建仓 |
| SHY | ISHARES 1-3YR | $24.68万 | 0.04% | 2,992 | -84 | -2.7% | -$6,929 | 减仓 |
| BDX | BECTON DICKINSON | $25.64万 | 0.04% | 1,720 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $25.66万 | 0.04% | 2,299 | 483 | 26.6% | $5.39万 | 重新持有 |
| UPS | UNITED PARCEL | $26.52万 | 0.04% | 2,461 | -14,499 | -85.5% | -$156.24万 | 减仓 |
| PEP | PEPSICO INC | $26.88万 | 0.04% | 1,697 | -8,705 | -83.7% | -$137.90万 | 减仓 |
| ADP | AUTOMATIC DATA | $27.09万 | 0.04% | 1,285 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $27.28万 | 0.04% | 3,196 | 50 | 1.6% | $4,269 | 加仓 |
| ES | EVERSOURCE ENERGY | $27.51万 | 0.04% | 3,891 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $27.52万 | 0.04% | 1,444 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $27.57万 | 0.04% | 298 | 32 | 12.0% | $2.96万 | 加仓 |
| AWK | AMERICAN WATER | $27.71万 | 0.04% | 2,156 | 8 | 0.4% | $1,028 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $27.86万 | 0.04% | 5,943 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $28.04万 | 0.04% | 396 | 359 | 970.3% | $25.42万 | 加仓 |
| QMOM | EA SERIES TRUST | $28.45万 | 0.05% | 3,708 | -116 | -3.0% | -$8,901 | 减仓 |
| ALB | ALBEMARLE CORP | $28.88万 | 0.05% | 1,468 | -202 | -12.1% | -$3.97万 | 减仓 |
| RCL | ROYAL CARIBBEAN | $28.89万 | 0.05% | 1,050 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $28.96万 | 0.05% | 7,362 | -791 | -9.7% | -$3.11万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $29.53万 | 0.05% | 11,068 | 11,068 | — | $29.53万 | 新建仓 |