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 |
|---|---|---|---|---|---|---|---|---|
| HFXI | NEW YORK LIFE INVESTMENTS ET | $105.29万 | 0.17% | 29,379 | 55 | 0.2% | $1,971 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $108.10万 | 0.17% | 2,489 | -7,892 | -76.0% | -$342.77万 | 减仓 |
| IWF | ISHARES RUSSELL | $110.10万 | 0.18% | 2,582 | 0 | 0.0% | — | 不变 |
| SPDW | STATE STREET | $116.13万 | 0.19% | 23,741 | -664 | -2.7% | -$3.25万 | 减仓 |
| NLR | VANECK ETF TRUST | $116.92万 | 0.19% | 8,010 | -6,498 | -44.8% | -$94.85万 | 减仓 |
| LRCX | LAM RESEARCH | $117.36万 | 0.19% | 4,577 | -10,837 | -70.3% | -$277.87万 | 减仓 |
| IYW | ISHARES TR | $117.67万 | 0.19% | 5,395 | -9 | -0.2% | -$1,963 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $120.17万 | 0.19% | 160,653 | -77,454 | -32.5% | -$57.94万 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $120.19万 | 0.19% | 20,463 | 857 | 4.4% | $5.03万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $121.30万 | 0.19% | 75,344 | -613 | -0.8% | -$9,869 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $122.22万 | 0.20% | 44,983 | 14,355 | 46.9% | $39.00万 | 加仓 |
| LGLV | SPDR SERIES TRUST | $123.66万 | 0.20% | 6,807 | 91 | 1.4% | $1.65万 | 加仓 |
| NVO | NOVO-NORDISK A S | $125.41万 | 0.20% | 29,703 | -45,501 | -60.5% | -$192.11万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $125.54万 | 0.20% | 13,894 | 205 | 1.5% | $1.85万 | 加仓 |
| ORCL | ORACLE CORP | $128.70万 | 0.21% | 7,984 | 7,876 | 7,292.6% | $126.96万 | 加仓 |
| REMX | VANECK ETF TRUST | $128.80万 | 0.21% | 12,216 | -6,960 | -36.3% | -$73.38万 | 减仓 |
| MA | MASTERCARD INC | $129.20万 | 0.21% | 2,569 | -74 | -2.8% | -$3.72万 | 减仓 |
| CVX | CHEVRON CORP | $130.97万 | 0.21% | 6,669 | 135 | 2.1% | $2.65万 | 加仓 |
| SHW | SHERWIN WILLIAMS | $132.80万 | 0.21% | 4,143 | 0 | 0.0% | — | 不变 |
| AHR | AMERICAN HEALTHCARE | $137.01万 | 0.22% | 27,255 | 53 | 0.2% | $2,664 | 加仓 |
| QQQI | NEOS ETF TRUST | $137.22万 | 0.22% | 25,340 | 99 | 0.4% | $5,361 | 加仓 |
| USMV | ISHARES MSCI | $137.33万 | 0.22% | 14,536 | -466 | -3.1% | -$4.40万 | 减仓 |
| CPLB | NEW YORK LIFE INVTS ACTIVE E | $138.48万 | 0.22% | 66,069 | -12,336 | -15.7% | -$25.86万 | 减仓 |
| LIN | LINDE PLC | $144.48万 | 0.23% | 2,883 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES PFD | $144.69万 | 0.23% | 46,044 | -442 | -1.0% | -$1.39万 | 减仓 |
| IJH | ISHARES TR | $145.11万 | 0.23% | 19,941 | -3,963 | -16.6% | -$28.84万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $146.28万 | 0.23% | 32,720 | 32,720 | — | $146.28万 | 新建仓 |
| ABND | AMERICAN CENTY ETF TR | $151.91万 | 0.24% | 34,667 | 1,825 | 5.6% | $8.00万 | 加仓 |
| ROBO | ROBO GLOBAL | $152.11万 | 0.24% | 18,711 | 64 | 0.3% | $5,203 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $152.53万 | 0.24% | 82,804 | -4,561 | -5.2% | -$8.40万 | 减仓 |
| BOTZ | GLOBAL X FDS | $155.49万 | 0.25% | 40,440 | 903 | 2.3% | $3.47万 | 加仓 |
| VCR | VANGUARD WORLD FD | $156.76万 | 0.25% | 3,983 | 3,983 | — | $156.76万 | 新建仓 |
| ROST | ROSS STORES INC | $158.93万 | 0.25% | 6,977 | 6,977 | — | $158.93万 | 新建仓 |
| FDX | FEDEX CORP | $161.24万 | 0.26% | 4,004 | -2,168 | -35.1% | -$87.30万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $164.02万 | 0.26% | 1,995 | 1,995 | — | $164.02万 | 新建仓 |
| XLV | STATE STREET | $164.61万 | 0.26% | 11,275 | -1,823 | -13.9% | -$26.62万 | 减仓 |
| FIVE | FIVE BELOW | $164.83万 | 0.26% | 6,996 | -2,120 | -23.3% | -$49.95万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $166.00万 | 0.27% | 22,463 | 22,463 | — | $166.00万 | 新建仓 |
| WM | WASTE MANAGEMENT | $166.41万 | 0.27% | 7,157 | 7,069 | 8,033.0% | $164.37万 | 加仓 |
| JPM | JPMORGAN CHASE | $167.39万 | 0.27% | 5,390 | -2,192 | -28.9% | -$68.07万 | 减仓 |
| JD | JD.COM INC | $171.27万 | 0.27% | 56,488 | 47,686 | 541.8% | $144.58万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIE | $173.79万 | 0.28% | 23,294 | 23,268 | 89,492.3% | $173.59万 | 加仓 |
| — | GLOBAL X FDS | $176.11万 | 0.28% | 45,661 | 45,661 | — | $176.11万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $177.60万 | 0.28% | 13,251 | 78 | 0.6% | $1.05万 | 加仓 |
| PBW | INVESCO WILDERHILL | $179.16万 | 0.29% | 46,875 | 46,742 | 35,144.4% | $178.65万 | 加仓 |
| UFO | PROCURE ETF TRUST II | $179.84万 | 0.29% | 34,819 | 34,819 | — | $179.84万 | 新建仓 |
| OUT | OUTFRONT MEDIA INC | $180.65万 | 0.29% | 58,556 | 58,556 | — | $180.65万 | 新建仓 |
| IAU | ISHARES GOLD TR | $183.67万 | 0.29% | 21,148 | -42,478 | -66.8% | -$368.91万 | 减仓 |
| HD | HOME DEPOT INC | $183.83万 | 0.29% | 5,591 | 1 | 0.0% | $329 | 加仓 |
| TIP | ISHARES TIPS | $187.18万 | 0.30% | 16,780 | 9,312 | 124.7% | $103.88万 | 加仓 |
| EEM | ISHARES MSCI | $188.21万 | 0.30% | 29,414 | 19,761 | 204.7% | $126.44万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $188.69万 | 0.30% | 31,632 | 2,757 | 9.5% | $16.45万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $189.94万 | 0.30% | 10,564 | 10,564 | — | $189.94万 | 新建仓 |
| OILK | PROSHARES TR | $190.97万 | 0.31% | 32,318 | -16,068 | -33.2% | -$94.95万 | 减仓 |
| AVGO | BROADCOM INC | $197.38万 | 0.32% | 4,728 | -983 | -17.2% | -$41.04万 | 减仓 |
| OIH | VANECK ETF TRUST | $199.47万 | 0.32% | 4,450 | 4,450 | — | $199.47万 | 新建仓 |
| LIT | GLOBAL X FDS | $207.46万 | 0.33% | 23,511 | 16,941 | 257.9% | $149.49万 | 加仓 |
| MO | ALTRIA GROUP | $211.97万 | 0.34% | 29,273 | 22 | 0.1% | $1,593 | 加仓 |
| TSLA | TESLA INC | $212.84万 | 0.34% | 5,587 | 6 | 0.1% | $2,286 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $215.26万 | 0.35% | 24,866 | 4,569 | 22.5% | $39.55万 | 加仓 |
| WMT | WALMART INC | $217.42万 | 0.35% | 16,480 | -259 | -1.5% | -$3.42万 | 减仓 |
| ADBE | ADOBE INC | $219.28万 | 0.35% | 8,910 | 8,910 | — | $219.28万 | 新建仓 |
| WEC | WEC ENERGY | $220.35万 | 0.35% | 18,753 | 14,948 | 392.9% | $175.64万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $221.90万 | 0.36% | 27,368 | -13,857 | -33.6% | -$112.35万 | 减仓 |
| NET | CLOUDFLARE INC | $221.96万 | 0.36% | 10,828 | -540 | -4.8% | -$11.07万 | 减仓 |
| HECA | ETF OPPORTUNITIES TRUST | $225.83万 | 0.36% | 81,439 | 81,439 | — | $225.83万 | 新建仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $228.91万 | 0.37% | 37,588 | -34,829 | -48.1% | -$212.11万 | 减仓 |
| IBM | INTL BUSINESS | $232.67万 | 0.37% | 9,854 | 1,098 | 12.5% | $25.93万 | 加仓 |
| XLF | STATE STREET | $245.21万 | 0.39% | 47,047 | 46,903 | 32,571.5% | $244.46万 | 加仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $250.88万 | 0.40% | 18,075 | -1,603 | -8.1% | -$22.25万 | 减仓 |
| RONB | BARON ETF TR | $256.85万 | 0.41% | 110,711 | 110,711 | — | $256.85万 | 新建仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $265.24万 | 0.43% | 34,758 | -7,845 | -18.4% | -$59.87万 | 减仓 |
| BABA | ALIBABA GROUP | $266.95万 | 0.43% | 20,243 | 10,788 | 114.1% | $142.26万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $274.03万 | 0.44% | 23,520 | 1 | 0.0% | $117 | 加仓 |
| GDX | VANECK ETF TRUST | $276.68万 | 0.44% | 31,337 | -13,341 | -29.9% | -$117.79万 | 减仓 |
| VTI | VANGUARD TOTAL | $278.95万 | 0.45% | 7,918 | 7,556 | 2,087.3% | $266.20万 | 加仓 |
| IWM | ISHARES TR | $288.26万 | 0.46% | 10,370 | -7,098 | -40.6% | -$197.31万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $292.58万 | 0.47% | 7,897 | -2,575 | -24.6% | -$95.40万 | 减仓 |
| XLU | STATE STREET | $295.89万 | 0.47% | 63,201 | 61,034 | 2,816.5% | $285.74万 | 加仓 |
| V | VISA INC | $302.51万 | 0.48% | 9,211 | -35 | -0.4% | -$1.15万 | 减仓 |
| COST | COSTCO WHOLESALE | $306.60万 | 0.49% | 3,022 | -613 | -16.9% | -$62.19万 | 减仓 |
| COWZ | PACER FDS TR | $306.86万 | 0.49% | 48,317 | 48,317 | — | $306.86万 | 新建仓 |
| NFLX | NETFLIX INC | $313.14万 | 0.50% | 33,450 | 17,467 | 109.3% | $163.51万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $315.84万 | 0.51% | 22,704 | -559 | -2.4% | -$7.78万 | 减仓 |
| ICOP | ISHARES TR | $325.15万 | 0.52% | 65,304 | 65,304 | — | $325.15万 | 新建仓 |
| SMH | VANECK ETF TRUST | $325.44万 | 0.52% | 6,423 | 4,022 | 167.5% | $203.79万 | 加仓 |
| LLY | ELI LILLY | $327.66万 | 0.53% | 3,509 | -36 | -1.0% | -$3.36万 | 减仓 |
| T | AT&T INC | $330.12万 | 0.53% | 125,406 | 56,840 | 82.9% | $149.63万 | 加仓 |
| USFR | WISDOMTREE TR | $334.72万 | 0.54% | 66,479 | 16,512 | 33.0% | $83.14万 | 加仓 |
| EWY | ISHARES MSCI | $336.97万 | 0.54% | 20,963 | 8,138 | 63.5% | $130.81万 | 加仓 |
| TLT | ISHARES 20 | $350.84万 | 0.56% | 40,977 | 387 | 1.0% | $3.31万 | 加仓 |
| EWH | ISHARES INC | $352.30万 | 0.56% | 148,524 | 148,524 | — | $352.30万 | 新建仓 |
| VT | VANGUARD TOTAL | $359.05万 | 0.58% | 23,757 | 13,311 | 127.4% | $201.18万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $366.00万 | 0.59% | 82,432 | 825 | 1.0% | $3.66万 | 加仓 |
| META | META PLATFORMS | $369.60万 | 0.59% | 6,045 | -815 | -11.9% | -$49.83万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $371.23万 | 0.60% | 144,785 | 90,025 | 164.4% | $230.82万 | 加仓 |
| IVV | ISHARES CORE | $374.98万 | 0.60% | 5,204 | -2,137 | -29.1% | -$153.98万 | 减仓 |
| VO | VANGUARD INDEX FDS | $385.81万 | 0.62% | 49,905 | 41,627 | 502.9% | $321.82万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $394.07万 | 0.63% | 35,079 | 35,079 | — | $394.07万 | 新建仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $450.39万 | 0.72% | 60,464 | 5,851 | 10.7% | $43.58万 | 加仓 |