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 |
|---|---|---|---|---|---|---|---|---|
| PEP | PEPSICO INC | $22.61万 | 0.04% | 1,670 | -27 | -1.6% | -$3,656 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $22.79万 | 0.04% | 9,476 | -670 | -6.6% | -$1.61万 | 减仓 |
| — | ISHARES ETHEREUM TR | $22.86万 | 0.04% | 19,222 | -7,200 | -27.3% | -$8.56万 | 减仓 |
| SHY | ISHARES TR | $23.26万 | 0.04% | 2,833 | -159 | -5.3% | -$1.31万 | 减仓 |
| ROKU | ROKU INC | $23.44万 | 0.04% | 1,697 | -19,361 | -91.9% | -$267.45万 | 重新持有 |
| PRIM | PRIMORIS SVCS CORP | $23.51万 | 0.04% | 2,372 | 2,372 | — | $23.51万 | 新建仓 |
| EWW | ISHARES INC | $23.59万 | 0.04% | 3,134 | -25 | -0.8% | -$1,882 | 减仓 |
| TE | T1 ENERGY INC | $23.91万 | 0.04% | 25,224 | -100 | -0.4% | -$948 | 减仓 |
| — | EA SERIES TRUST | $23.92万 | 0.04% | 1,961 | 1,961 | — | $23.92万 | 新建仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $23.97万 | 0.04% | 4,592 | 4,592 | — | $23.97万 | 新建仓 |
| CARR | CARRIER GLOBAL | $24.04万 | 0.04% | 3,278 | 3,202 | 4,213.2% | $23.49万 | 加仓 |
| B | BARRICK MNG CORP | $24.05万 | 0.04% | 6,549 | -813 | -11.0% | -$2.99万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $24.24万 | 0.04% | 2,393 | 11 | 0.5% | $1,114 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $25.30万 | 0.04% | 7,016 | 0 | 0.0% | — | 不变 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $25.30万 | 0.04% | 9,891 | 9,891 | — | $25.30万 | 新建仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $25.58万 | 0.04% | 5,059 | -2,128 | -29.6% | -$10.76万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $25.83万 | 0.04% | 882 | -1 | -0.1% | -$293 | 减仓 |
| BDX | BECTON DICKINSON | $26.13万 | 0.04% | 1,727 | 7 | 0.4% | $1,059 | 加仓 |
| UPS | UNITED PARCEL | $26.63万 | 0.04% | 2,477 | 16 | 0.7% | $1,720 | 加仓 |
| SCHD | SCHWAB US | $26.87万 | 0.04% | 8,474 | -807 | -8.7% | -$2.56万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $27.05万 | 0.04% | 1,105 | 5 | 0.5% | $1,224 | 加仓 |
| SMH | VANECK ETF TRUST | $27.13万 | 0.04% | 414 | -6,009 | -93.6% | -$393.72万 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $27.24万 | 0.04% | 10,645 | 362 | 3.5% | $9,264 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $27.63万 | 0.04% | 5,059 | -61 | -1.2% | -$3,332 | 减仓 |
| AWK | AMERICAN WATER | $27.69万 | 0.04% | 2,104 | -52 | -2.4% | -$6,844 | 减仓 |
| SHV | ISHARES TR | $27.72万 | 0.04% | 2,512 | -1,393 | -35.7% | -$15.37万 | 减仓 |
| QMOM | EA SERIES TRUST | $27.89万 | 0.04% | 3,543 | -165 | -4.4% | -$1.30万 | 减仓 |
| BBAI | BIGBEAR AI HLDGS INC | $28.11万 | 0.04% | 76,597 | 2,258 | 3.0% | $8,287 | 加仓 |
| ES | EVERSOURCE ENERGY | $28.12万 | 0.04% | 3,891 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA | $28.78万 | 0.05% | 1,285 | 0 | 0.0% | — | 不变 |
| BTI | BRITISH AMERN | $28.90万 | 0.05% | 4,679 | 4,670 | 51,888.9% | $28.84万 | 加仓 |
| CL | COLGATE-PALMOLIVE | $29.47万 | 0.05% | 3,214 | 18 | 0.6% | $1,650 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.89万 | 0.05% | 296 | -2 | -0.7% | -$2,020 | 减仓 |
| MS | MORGAN STANLEY | $29.98万 | 0.05% | 1,434 | -10 | -0.7% | -$2,090 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $30.33万 | 0.05% | 6,405 | -875 | -12.0% | -$4.14万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $30.48万 | 0.05% | 5,739 | -25,893 | -81.9% | -$137.53万 | 减仓 |
| NPK | NATIONAL PRESTO INDS INC | $31.61万 | 0.05% | 2,529 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $31.66万 | 0.05% | 889 | 0 | 0.0% | — | 不变 |
| CCJ | CAMECO CORP | $31.84万 | 0.05% | 3,126 | 182 | 6.2% | $1.85万 | 加仓 |
| MAGS | LISTED FDS TR | $31.98万 | 0.05% | 4,974 | -55 | -1.1% | -$3,536 | 减仓 |
| XLI | STATE STREET | $32.66万 | 0.05% | 1,763 | -1,884 | -51.7% | -$34.91万 | 减仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $32.86万 | 0.05% | 7,210 | -347 | -4.6% | -$1.58万 | 减仓 |
| RCL | ROYAL CARIBBEAN | $33.34万 | 0.05% | 1,050 | 0 | 0.0% | — | 不变 |
| XLY | STATE STREET | $33.42万 | 0.05% | 2,850 | 104 | 3.8% | $1.22万 | 加仓 |
| MP | MP MATERIALS CORP | $33.83万 | 0.05% | 6,040 | -76 | -1.2% | -$4,257 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $33.91万 | 0.05% | 8,661 | -69 | -0.8% | -$2,701 | 减仓 |
| PM | PHILIP MORRIS | $35.14万 | 0.06% | 1,942 | 119 | 6.5% | $2.15万 | 加仓 |
| FE | FIRSTENERGY CORP | $35.31万 | 0.06% | 7,427 | -433 | -5.5% | -$2.06万 | 减仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $35.53万 | 0.06% | 8,237 | -206 | -2.4% | -$8,887 | 减仓 |
| NJR | NEW JERSEY | $36.07万 | 0.06% | 6,437 | 31 | 0.5% | $1,737 | 加仓 |
| TKO | TKO GROUP HOLDINGS INC | $37.43万 | 0.06% | 1,859 | -22 | -1.2% | -$4,430 | 减仓 |
| IEI | ISHARES TR | $38.45万 | 0.06% | 3,274 | -135 | -4.0% | -$1.59万 | 减仓 |
| WELL | WELLTOWER INC | $39.71万 | 0.06% | 1,749 | -75 | -4.1% | -$1.70万 | 减仓 |
| IYT | ISHARES TR | $39.95万 | 0.06% | 4,605 | -163 | -3.4% | -$1.41万 | 减仓 |
| VOO | VANGUARD S&P | $40.49万 | 0.06% | 590 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $41.14万 | 0.07% | 386 | -10 | -2.5% | -$1.07万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $43.65万 | 0.07% | 17,928 | -11,041 | -38.1% | -$26.88万 | 减仓 |
| WEC | WEC ENERGY | $44.59万 | 0.07% | 3,819 | -14,934 | -79.6% | -$174.38万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY | $45.79万 | 0.07% | 915 | -592 | -39.3% | -$29.62万 | 减仓 |
| PMBS | PIMCO ETF TR | $45.93万 | 0.07% | 9,302 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $46.96万 | 0.08% | 1,377 | -619 | -31.0% | -$21.11万 | 减仓 |
| MGK | VANGUARD WORLD FD | $47.71万 | 0.08% | 5,427 | -23,538 | -81.3% | -$206.91万 | 减仓 |
| — | DBX ETF TR | $48.18万 | 0.08% | 4,631 | -179 | -3.7% | -$1.86万 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $48.46万 | 0.08% | 19,650 | -1,330 | -6.3% | -$3.28万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $49.33万 | 0.08% | 8,114 | 462 | 6.0% | $2.81万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $49.47万 | 0.08% | 18,745 | -3,579 | -16.0% | -$9.44万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $50.16万 | 0.08% | 12,449 | 807 | 6.9% | $3.25万 | 加仓 |
| DE | DEERE & CO | $51.29万 | 0.08% | 808 | 32 | 4.1% | $2.03万 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $51.53万 | 0.08% | 12,537 | -5,018 | -28.6% | -$20.62万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $51.79万 | 0.08% | 19,677 | 19,677 | — | $51.79万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $52.03万 | 0.08% | 5,855 | -16,608 | -73.9% | -$147.58万 | 减仓 |
| KO | COCA COLA COMPANY | $53.03万 | 0.08% | 6,525 | -906 | -12.2% | -$7.36万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $54.02万 | 0.09% | 468 | -103 | -18.0% | -$11.89万 | 减仓 |
| WRBY | WARBY PARKER INC | $54.06万 | 0.09% | 17,818 | -543 | -3.0% | -$1.65万 | 减仓 |
| — | KRANESHARES TRUST | $54.26万 | 0.09% | 31,381 | -10,851 | -25.7% | -$18.76万 | 减仓 |
| FEOE | RBB FUND TRUST | $56.21万 | 0.09% | 10,527 | -8,837 | -45.6% | -$47.19万 | 减仓 |
| TXG | 10X GENOMICS INC | $59.53万 | 0.10% | 15,527 | -267 | -1.7% | -$1.02万 | 减仓 |
| HYG | ISHARES TR | $59.74万 | 0.10% | 7,470 | -73 | -1.0% | -$5,838 | 减仓 |
| MRK | MERCK & COMPANY | $60.59万 | 0.10% | 4,715 | 0 | 0.0% | — | 不变 |
| SDIV | GLOBAL X FDS | $62.96万 | 0.10% | 25,761 | 4,215 | 19.6% | $10.30万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $64.48万 | 0.10% | 11,416 | -660 | -5.5% | -$3.73万 | 减仓 |
| PWR | QUANTA SVCS INC | $65.67万 | 0.10% | 912 | -112 | -10.9% | -$8.06万 | 减仓 |
| — | ISHARES TR | $69.23万 | 0.11% | 23,790 | 1,131 | 5.0% | $3.29万 | 加仓 |
| VYM | VANGUARD HIGH | $70.29万 | 0.11% | 4,448 | 2,208 | 98.6% | $34.89万 | 加仓 |
| WMT | WALMART INC | $70.63万 | 0.11% | 6,236 | -10,244 | -62.2% | -$116.03万 | 减仓 |
| QUAL | ISHARES TR | $71.94万 | 0.11% | 3,279 | 25 | 0.8% | $5,485 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $72.73万 | 0.12% | 2,203 | 8 | 0.4% | $2,641 | 加仓 |
| VIG | VANGUARD DIVIDEND | $74.49万 | 0.12% | 3,148 | -82 | -2.5% | -$1.94万 | 减仓 |
| CAVA | CAVA GROUP INC | $74.56万 | 0.12% | 9,501 | 133 | 1.4% | $1.04万 | 加仓 |
| — | WESTERN ASSET HIGH INCOME OP | $75.09万 | 0.12% | 206,291 | -4,280 | -2.0% | -$1.56万 | 减仓 |
| SIL | GLOBAL X FDS | $75.19万 | 0.12% | 9,707 | -44 | -0.5% | -$3,408 | 减仓 |
| EWJ | ISHARES INC | $76.84万 | 0.12% | 8,238 | 8,223 | 54,820.0% | $76.70万 | 加仓 |
| BNY | BANK NEW YORK | $78.88万 | 0.13% | 5,455 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SERVICE | $78.89万 | 0.13% | 9,720 | 1 | 0.0% | $81 | 加仓 |
| SPCX | SPACE EXPLORATION | $79.48万 | 0.13% | 4,652 | 4,652 | — | $79.48万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS | $80.28万 | 0.13% | 18,960 | -39 | -0.2% | -$1,651 | 减仓 |
| — | EXXON MOBIL | $80.97万 | 0.13% | 5,922 | -26,378 | -81.7% | -$360.64万 | 减仓 |
| IAU | ISHARES GOLD TR | $82.08万 | 0.13% | 10,870 | -10,278 | -48.6% | -$77.61万 | 减仓 |
| PG | PROCTER & GAMBLE | $83.71万 | 0.13% | 5,709 | -19 | -0.3% | -$2,786 | 减仓 |
| PYLD | PIMCO ETF TR | $84.48万 | 0.13% | 31,856 | 0 | 0.0% | — | 不变 |