Fortis Group Advisors, LLC
WESTWOOD NJ · SEC CIK 0001815183
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CPK | CHESAPEAKE UTILITY | $1.79万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR | $1.79万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI | $1.80万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL | $1.85万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.92万 | 0.00% | 245 | 15 | 6.5% | $1,173 | 加仓 |
| PRF | INVESCO FTSE | $1.95万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2.02万 | 0.00% | 493 | 23 | 4.9% | $944 | 加仓 |
| BSCQ | INVESCO BULLETSHARES | $2.03万 | 0.00% | 1,039 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC | $2.06万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST | $2.09万 | 0.00% | 96 | 96 | — | $2.09万 | 新建仓 |
| BN | BROOKFIELD CORP | $2.15万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED | $2.16万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX | $2.18万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $2.18万 | 0.00% | 1,570 | 0 | 0.0% | — | 不变 |
| EOS | EATON VANCE | $2.20万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P | $2.27万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY | $2.27万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2.28万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $2.31万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL | $2.45万 | 0.00% | 605 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL | $2.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $2.58万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS | $2.58万 | 0.00% | 220 | 19 | 9.5% | $2,232 | 加仓 |
| CVS | CVS HEALTH | $2.59万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.69万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| CLM | CORNERSTONE STRATEGIC | $2.74万 | 0.00% | 3,630 | 204 | 6.0% | $1,542 | 加仓 |
| SCCO | SOUTHERN COPPER | $2.75万 | 0.00% | 158 | 1 | 0.6% | $174 | 加仓 |
| CBZ | CBIZ INC | $2.81万 | 0.00% | 875 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $2.88万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.93万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE ASSET MGMT | $3.05万 | 0.00% | 12,287 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES | $3.11万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $3.13万 | 0.01% | 1,276 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $3.16万 | 0.01% | 106 | 8 | 8.2% | $2,385 | 加仓 |
| SECT | MAIN SECTOR | $3.35万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY | $3.57万 | 0.01% | 371 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEVADA | $3.67万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR | $3.67万 | 0.01% | 3,496 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL | $3.79万 | 0.01% | 93 | 3 | 3.3% | $1,222 | 加仓 |
| SHEL | SHELL PLC | $3.81万 | 0.01% | 492 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $3.95万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM | $4.01万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $4.23万 | 0.01% | 1,588 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL | $4.25万 | 0.01% | 878 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P | $4.33万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD | $4.44万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U S | $4.82万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET | $4.91万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL | $4.94万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA | $5.21万 | 0.01% | 914 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG | $5.30万 | 0.01% | 644 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES | $5.40万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $5.60万 | 0.01% | 1,202 | -157 | -11.6% | -$7,319 | 减仓 |
| PRU | PRUDENTIAL FINANCIAL | $5.63万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST | $5.69万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $5.72万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES S&P | $5.88万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY | $6.06万 | 0.01% | 3,603 | -234 | -6.1% | -$3,934 | 减仓 |
| BND | VANGUARD TOTAL | $6.20万 | 0.01% | 845 | 0 | 0.0% | — | 不变 |
| USB | U S BANCORP DE | $7.05万 | 0.01% | 1,167 | 10 | 0.9% | $604 | 加仓 |
| PKG | PACKAGING CORP | $7.15万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY | $7.22万 | 0.01% | 570 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL | $7.60万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA | $7.99万 | 0.01% | 68 | 7 | 11.5% | $8,224 | 加仓 |
| SEI | SOLARIS ENERGY | $8.05万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG | $8.99万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY | $10.11万 | 0.02% | 407 | -45 | -10.0% | -$1.12万 | 减仓 |
| BX | BLACKSTONE INC | $10.44万 | 0.02% | 887 | 8 | 0.9% | $942 | 加仓 |
| GE | GE AEROSPACE | $10.50万 | 0.02% | 281 | 28 | 11.1% | $1.05万 | 加仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $10.74万 | 0.02% | 10,023 | 10,023 | — | $10.74万 | 新建仓 |
| BA | BOEING COMPANY | $10.76万 | 0.02% | 497 | -913 | -64.8% | -$19.76万 | 减仓 |
| PGEN | PRECIGEN INC | $10.81万 | 0.02% | 18,966 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $10.97万 | 0.02% | 1,327 | 4 | 0.3% | $331 | 加仓 |
| BWXT | BWX TECHNOLOGIES | $11.85万 | 0.02% | 609 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $11.97万 | 0.02% | 19,489 | -8,151 | -29.5% | -$5.00万 | 减仓 |
| LXRX | LEXICON PHARMACEUTICALS INC | $12.00万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY COMPANY | $12.32万 | 0.02% | 702 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL | $12.78万 | 0.02% | 1,495 | 944 | 171.3% | $8.07万 | 加仓 |
| SYK | STRYKER CORP | $13.98万 | 0.02% | 444 | 4 | 0.9% | $1,259 | 加仓 |
| CSX | CSX CORP | $14.33万 | 0.02% | 3,015 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $15.89万 | 0.03% | 588 | 5 | 0.9% | $1,352 | 加仓 |
| TSCO | TRACTOR SUPPLY | $16.29万 | 0.03% | 5,155 | 25 | 0.5% | $790 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $18.25万 | 0.03% | 718 | -1,353 | -65.3% | -$34.38万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $19.11万 | 0.03% | 11,445 | 0 | 0.0% | — | 不变 |
| BB | BLACKBERRY LTD | $19.40万 | 0.03% | 15,339 | 15,339 | — | $19.40万 | 新建仓 |
| AMGN | AMGEN INC | $20.24万 | 0.03% | 559 | -29 | -4.9% | -$1.05万 | 重新持有 |
| SCHF | SCHWAB STRATEGIC TR | $20.25万 | 0.03% | 7,309 | -473 | -6.1% | -$1.31万 | 减仓 |
| SNDK | SANDISK CORP | $20.46万 | 0.03% | 90 | 89 | 8,900.0% | $20.24万 | 加仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $20.81万 | 0.03% | 22,159 | 0 | 0.0% | — | 不变 |
| SCHM | SCHWAB STRATEGIC TR | $20.92万 | 0.03% | 5,673 | -427 | -7.0% | -$1.57万 | 减仓 |
| U | UNITY SOFTWARE INC | $20.95万 | 0.03% | 7,331 | 7,331 | — | $20.95万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.10万 | 0.03% | 6,337 | -3,166 | -33.3% | -$10.54万 | 减仓 |
| — | ETF OPPORTUNITIES TRUST | $21.27万 | 0.03% | 6,786 | 6,786 | — | $21.27万 | 新建仓 |
| TAXF | AMERICAN CENTY ETF TR | $21.43万 | 0.03% | 4,216 | 4,216 | — | $21.43万 | 新建仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $21.96万 | 0.04% | 10,312 | 261 | 2.6% | $5,559 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $22.17万 | 0.04% | 2,069 | -21,451 | -91.2% | -$229.83万 | 减仓 |
| ALB | ALBEMARLE CORP | $22.24万 | 0.04% | 1,647 | 179 | 12.2% | $2.42万 | 加仓 |
| TJX | TJX COS INC NEW | $22.37万 | 0.04% | 1,477 | -83 | -5.3% | -$1.26万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $22.43万 | 0.04% | 670 | -494 | -42.4% | -$16.54万 | 减仓 |
| — | INVESCO CURRENCYSHARES BRIT | $22.59万 | 0.04% | 1,770 | -43 | -2.4% | -$5,489 | 减仓 |