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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $29.53万 | 0.05% | 571 | 571 | — | $29.53万 | 新建仓 |
| BBAI | BIGBEAR AI HLDGS INC | $29.59万 | 0.05% | 74,339 | 55,180 | 288.0% | $21.96万 | 加仓 |
| SCHD | SCHWAB US | $29.61万 | 0.05% | 9,281 | 808 | 9.5% | $2.58万 | 加仓 |
| PM | PHILIP MORRIS | $30.10万 | 0.05% | 1,823 | -7 | -0.4% | -$1,156 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $30.45万 | 0.05% | 8,730 | -83 | -0.9% | -$2,895 | 减仓 |
| COPX | GLOBAL X FDS | $30.73万 | 0.05% | 3,861 | -15,686 | -80.2% | -$124.86万 | 减仓 |
| BA | BOEING COMPANY | $30.79万 | 0.05% | 1,410 | -52 | -3.6% | -$1.14万 | 减仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $31.31万 | 0.05% | 7,557 | -164 | -2.1% | -$6,795 | 减仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $31.90万 | 0.05% | 11,476 | 11,476 | — | $31.90万 | 新建仓 |
| XLY | STATE STREET | $32.40万 | 0.05% | 2,746 | 2,650 | 2,760.4% | $31.27万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $32.89万 | 0.05% | 5,120 | 5,120 | — | $32.89万 | 新建仓 |
| — | GLOBAL X FDS | $33.12万 | 0.05% | 16,987 | 16,987 | — | $33.12万 | 新建仓 |
| VYM | VANGUARD HIGH | $33.17万 | 0.05% | 2,240 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $33.25万 | 0.05% | 1,889 | 1,889 | — | $33.25万 | 新建仓 |
| MAGS | LISTED FDS TR | $33.31万 | 0.05% | 5,029 | -58,002 | -92.0% | -$384.21万 | 减仓 |
| LMND | LEMONADE INC | $33.62万 | 0.05% | 5,935 | -6,181 | -51.0% | -$35.01万 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $33.95万 | 0.05% | 7,260 | -58 | -0.8% | -$2,713 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $34.48万 | 0.06% | 7,280 | -83,476 | -92.0% | -$395.42万 | 减仓 |
| TXG | 10X GENOMICS INC | $34.83万 | 0.06% | 15,794 | -67,124 | -81.0% | -$148.01万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $35.00万 | 0.06% | 1,881 | 28 | 1.5% | $5,210 | 加仓 |
| — | DBX ETF TR | $35.33万 | 0.06% | 4,810 | -289 | -5.7% | -$2.12万 | 减仓 |
| NPK | NATIONAL PRESTO INDS INC | $35.37万 | 0.06% | 2,529 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $35.75万 | 0.06% | 8,443 | 21 | 0.2% | $889 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $35.79万 | 0.06% | 1,996 | 0 | 0.0% | — | 不变 |
| NJR | NEW JERSEY RES CORP | $36.07万 | 0.06% | 6,406 | 7 | 0.1% | $394 | 加仓 |
| CCJ | CAMECO CORP | $36.22万 | 0.06% | 2,944 | 21 | 0.7% | $2,584 | 加仓 |
| JPST | JPMORGAN | $36.37万 | 0.06% | 7,187 | 7,183 | 179,575.0% | $36.35万 | 加仓 |
| FE | FIRSTENERGY CORP | $37.35万 | 0.06% | 7,860 | -255 | -3.1% | -$1.21万 | 减仓 |
| VOO | VANGUARD S&P | $37.47万 | 0.06% | 590 | -1,512 | -71.9% | -$96.03万 | 减仓 |
| XLP | STATE STREET | $37.53万 | 0.06% | 4,452 | -6,034 | -57.5% | -$50.87万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $38.24万 | 0.06% | 1,164 | 39 | 3.5% | $1.28万 | 加仓 |
| IYT | ISHARES TR | $38.75万 | 0.06% | 4,768 | -43 | -0.9% | -$3,495 | 减仓 |
| NOW | SERVICENOW INC | $38.94万 | 0.06% | 4,410 | 4,410 | — | $38.94万 | 新建仓 |
| WELL | WELLTOWER INC | $39.54万 | 0.06% | 1,824 | 82 | 4.7% | $1.78万 | 加仓 |
| IEI | ISHARES TR | $40.30万 | 0.06% | 3,409 | -1,115 | -24.6% | -$13.18万 | 减仓 |
| MP | MP MATERIALS CORP | $40.39万 | 0.06% | 6,116 | 159 | 2.7% | $1.05万 | 加仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $40.48万 | 0.06% | 2,842 | 2,842 | — | $40.48万 | 新建仓 |
| WRBY | WARBY PARKER INC | $40.61万 | 0.07% | 18,361 | -28,830 | -61.1% | -$63.77万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $41.17万 | 0.07% | 9,503 | 964 | 11.3% | $4.18万 | 加仓 |
| SHV | ISHARES TR | $43.11万 | 0.07% | 3,905 | -4,335 | -52.6% | -$47.85万 | 减仓 |
| URA | GLOBAL X FDS | $43.13万 | 0.07% | 7,644 | 225 | 3.0% | $1.27万 | 加仓 |
| DE | DEERE & CO | $45.00万 | 0.07% | 776 | 156 | 25.2% | $9.05万 | 加仓 |
| — | ISHARES ETHEREUM TR | $45.13万 | 0.07% | 26,422 | 12,301 | 87.1% | $21.01万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $45.82万 | 0.07% | 7,652 | -3,700 | -32.6% | -$22.16万 | 减仓 |
| PMBS | PIMCO ETF TR | $46.12万 | 0.07% | 9,302 | -1,460 | -13.6% | -$7.24万 | 减仓 |
| DNP | DNP SELECT | $47.04万 | 0.08% | 43,474 | -15,299 | -26.0% | -$16.56万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $47.27万 | 0.08% | 11,642 | -211 | -1.8% | -$8,567 | 减仓 |
| MGK | VANGUARD WORLD FD | $48.66万 | 0.08% | 5,793 | 3,571 | 160.7% | $29.99万 | 加仓 |
| O | REALTY INCOME | $48.92万 | 0.08% | 7,661 | -176 | -2.2% | -$1.12万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $48.92万 | 0.08% | 2,071 | -7,499 | -78.4% | -$177.16万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $51.43万 | 0.08% | 3,114 | 3,114 | — | $51.43万 | 新建仓 |
| MRK | MERCK & COMPANY | $51.52万 | 0.08% | 4,715 | 3 | 0.1% | $328 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $51.93万 | 0.08% | 20,980 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X FDS | $56.26万 | 0.09% | 21,546 | -287 | -1.3% | -$7,493 | 减仓 |
| INTC | INTEL CORP | $58.14万 | 0.09% | 6,931 | -146 | -2.1% | -$1.22万 | 减仓 |
| KO | COCA COLA COMPANY | $58.44万 | 0.09% | 7,431 | -191 | -2.5% | -$1.50万 | 减仓 |
| HYG | ISHARES TR | $60.63万 | 0.10% | 7,543 | -648 | -7.9% | -$5.21万 | 减仓 |
| XLI | STATE STREET | $63.58万 | 0.10% | 3,647 | 354 | 10.8% | $6.17万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $64.67万 | 0.10% | 1,824 | 24 | 1.3% | $8,509 | 加仓 |
| BNY | BANK NEW YORK | $64.71万 | 0.10% | 5,455 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $65.11万 | 0.10% | 7,760 | -184 | -2.3% | -$1.54万 | 减仓 |
| — | ISHARES TR | $66.28万 | 0.11% | 22,659 | -200 | -0.9% | -$5,850 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $66.98万 | 0.11% | 2,195 | 101 | 4.8% | $3.08万 | 加仓 |
| QUAL | ISHARES TR | $67.44万 | 0.11% | 3,254 | -137 | -4.0% | -$2.84万 | 减仓 |
| EWC | ISHARES INC | $68.45万 | 0.11% | 11,681 | -3,843 | -24.8% | -$22.52万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $68.96万 | 0.11% | 17,555 | -55,074 | -75.8% | -$216.33万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $69.55万 | 0.11% | 12,076 | -528 | -4.2% | -$3.04万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $70.31万 | 0.11% | 28,969 | 784 | 2.8% | $1.90万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY | $71.68万 | 0.11% | 1,507 | 42 | 2.9% | $2.00万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $72.95万 | 0.12% | 3,230 | -2,463 | -43.3% | -$55.63万 | 减仓 |
| PWR | QUANTA SVCS INC | $74.52万 | 0.12% | 1,024 | -16 | -1.5% | -$1.16万 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $76.81万 | 0.12% | 22,324 | 22,324 | — | $76.81万 | 新建仓 |
| — | KRANESHARES TRUST | $77.50万 | 0.12% | 42,232 | -8,506 | -16.8% | -$15.61万 | 减仓 |
| — | WESTERN ASSET HIGH INCOME OP | $77.70万 | 0.12% | 210,571 | -2,905 | -1.4% | -$1.07万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $77.75万 | 0.12% | 2,635 | -88 | -3.2% | -$2.60万 | 减仓 |
| PEG | PUBLIC SERVICE | $79.16万 | 0.13% | 9,719 | -84 | -0.9% | -$6,842 | 减仓 |
| EMXC | ISHARES INC | $80.69万 | 0.13% | 8,862 | 8,862 | — | $80.69万 | 新建仓 |
| — | INVESCO GALAXY BITCOIN ETF | $83.31万 | 0.13% | 10,954 | -4,516 | -29.2% | -$34.34万 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $83.39万 | 0.13% | 32,202 | 32,202 | — | $83.39万 | 新建仓 |
| PG | PROCTER & GAMBLE | $84.20万 | 0.13% | 5,728 | -34 | -0.6% | -$4,998 | 减仓 |
| PYLD | PIMCO ETF TR | $84.26万 | 0.14% | 31,856 | -4,534 | -12.5% | -$11.99万 | 减仓 |
| ULS | UL SOLUTIONS INC | $86.29万 | 0.14% | 9,536 | 9,536 | — | $86.29万 | 新建仓 |
| SIL | GLOBAL X FDS | $86.37万 | 0.14% | 9,751 | -1,285 | -11.6% | -$11.38万 | 减仓 |
| CAVA | CAVA GROUP INC | $87.51万 | 0.14% | 9,368 | 9,368 | — | $87.51万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $87.71万 | 0.14% | 12,033 | 9,505 | 376.0% | $69.28万 | 加仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $88.06万 | 0.14% | 52,728 | -1,019 | -1.9% | -$1.70万 | 减仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $88.78万 | 0.14% | 5,302 | 5,302 | — | $88.78万 | 新建仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $90.28万 | 0.14% | 38,309 | 1,473 | 4.0% | $3.47万 | 加仓 |
| GOOG | ALPHABET INC | $90.64万 | 0.15% | 2,385 | 10 | 0.4% | $3,800 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $91.69万 | 0.15% | 17,100 | 10,892 | 175.5% | $58.40万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS | $92.47万 | 0.15% | 18,999 | 1,167 | 6.5% | $5.68万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $93.12万 | 0.15% | 15,677 | -453 | -2.8% | -$2.69万 | 减仓 |
| DVY | ISHARES TR | $95.18万 | 0.15% | 6,122 | -272 | -4.3% | -$4.23万 | 减仓 |
| TDVG | T ROWE PRICE ETF INC | $95.98万 | 0.15% | 20,309 | -421 | -2.0% | -$1.99万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $96.43万 | 0.15% | 23,536 | -69 | -0.3% | -$2,827 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $98.38万 | 0.16% | 14,720 | -694 | -4.5% | -$4.64万 | 减仓 |
| ILF | ISHARES TR | $100.41万 | 0.16% | 27,556 | -33,815 | -55.1% | -$123.22万 | 减仓 |
| FEOE | RBB FUND TRUST | $102.07万 | 0.16% | 19,364 | 2,979 | 18.2% | $15.70万 | 加仓 |
| RSI | RUSH STREET INTERACTIVE INC | $102.10万 | 0.16% | 36,334 | 36,334 | — | $102.10万 | 新建仓 |
| TPR | TAPESTRY INC | $102.12万 | 0.16% | 7,041 | -5,467 | -43.7% | -$79.29万 | 减仓 |