13F 机构持仓

Fortis Group Advisors, LLC

WESTWOOD NJ · SEC CIK 0001815183

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$6.26亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

BIL 4.6%
QQQ 4.2%
RSP 2.9%
SPY 2.7%
SPMO 2.5%
AAPL 2.3%
GLD 2.2%
SPHB 1.9%
SPYG 1.8%
QQQM 1.8%

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
COPX GLOBAL X FDS $85.89万0.14%11,160 7,299189.0% $56.18万 加仓
GOOG ALPHABET INC $86.30万0.14%2,443 582.4% $2.05万 加仓
JBND J P MORGAN EXCHANGE TRADED F $88.29万0.14%16,502 -598-3.5% -$3.20万 减仓
EWC ISHARES INC $89.38万0.14%15,507 3,82632.8% $22.05万 加仓
PATN PACER FDS TR $90.22万0.14%24,269 24,269— $90.22万 新建仓
MDIV FIRST TR EXCHANGE TRADED FD $90.73万0.14%54,907 2,1794.1% $3.60万 加仓
XLU STATE STREET $91.97万0.15%20,284 -42,917-67.9% -$194.59万 减仓
DVY ISHARES TR $92.60万0.15%5,924 -198-3.2% -$3.09万 减仓
CRWV COREWEAVE INC $92.62万0.15%9,305 7,006304.7% $69.74万 加仓
— INVESCO EXCH TRADED FD TR II $93.93万0.15%57,757 57,757— $93.93万 新建仓
HEFA ISHARES TR $94.17万0.15%20,068 5,74440.1% $26.95万 重新持有
PICB INVESCO EXCH TRADED FD TR II $94.74万0.15%40,907 2,5986.8% $6.02万 加仓
INTC INTEL CORP $95.04万0.15%6,807 -124-1.8% -$1.73万 减仓
— FRANKLIN TEMPLETON ETF TR $95.95万0.15%14,402 -318-2.2% -$2.12万 减仓
ACHC ACADIA HEALTHCARE COMPANY IN $96.02万0.15%32,515 3131.0% $9,243 加仓
SG SWEETGREEN INC $97.69万0.16%110,891 110,891— $97.69万 新建仓
ULS UL SOLUTIONS INC $98.16万0.16%9,637 1011.1% $1.03万 加仓
CVX CHEVRON CORP $98.63万0.16%5,950 -719-10.8% -$11.92万 减仓
ONTO ONTO INNOVATION INC $98.89万0.16%2,613 -22-0.8% -$8,326 减仓
T AT&T INC $99.56万0.16%48,095 -77,311-61.6% -$160.03万 减仓
LVHI LEGG MASON ETF INVT $99.74万0.16%24,577 1,0414.4% $4.22万 加仓
PPA INVESCO EXCHANGE TRADED FD T $100.66万0.16%5,698 3967.5% $7.00万 加仓
IDMO INVESCO EXCH TRADED FD TR II $101.02万0.16%16,755 1,0786.9% $6.50万 加仓
TDVG T ROWE PRICE EXCHANGE-TRADED $102.07万0.16%20,818 5092.5% $2.50万 加仓
HFXI NEW YORK LIFE INVESTMENTS ET $108.98万0.17%28,612 -767-2.6% -$2.92万 减仓
CASY CASEYS GEN STORES INC $113.73万0.18%1,431 -564-28.3% -$44.83万 减仓
AMD ADVANCED MICRO DEVICES INC $116.84万0.19%2,011 18710.3% $10.86万 加仓
ORCL ORACLE CORP $118.92万0.19%8,115 1311.6% $1.92万 加仓
SPDW STATE STREET $119.63万0.19%23,741 00.0% — 不变
MA MASTERCARD INC $121.56万0.19%2,367 -202-7.9% -$10.37万 减仓
IPKW INVESCO EXCH TRADED FD TR II $123.50万0.20%21,924 1,4617.1% $8.23万 加仓
LGLV SPDR SERIES TRUST $124.02万0.20%6,834 270.4% $4,900 加仓
FDL FIRST TR EXCHANGE-TRADED FD $124.58万0.20%25,603 -80,675-75.9% -$392.56万 减仓
VXF VANGUARD INDEX FDS $126.40万0.20%5,134 5,134— $126.40万 新建仓
IWF ISHARES RUSSELL $128.24万0.20%10,328 00.0% — 不变
ZETA ZETA GLOBAL HOLDINGS CORP $128.27万0.20%65,179 -17,625-21.3% -$34.69万 减仓
ABND AMERICAN CENTY ETF TR $128.82万0.21%29,457 -5,210-15.0% -$22.78万 减仓
PCT PURECYCLE TECHNOLOGIES INC $129.34万0.21%159,486 -1,167-0.7% -$9,464 减仓
IYW ISHARES TR $135.96万0.22%5,390 -5-0.1% -$1,261 减仓
PFF ISHARES TR $137.16万0.22%44,984 -1,060-2.3% -$3.23万 减仓
QQQI NEOS ETF TRUST $138.40万0.22%24,370 -970-3.8% -$5.51万 减仓
AVEM AMERICAN CENTY ETF TR $141.30万0.23%14,644 7505.4% $7.24万 加仓
AHR AMERICAN HEALTHCARE $142.54万0.23%27,332 770.3% $4,016 加仓
SHW SHERWIN WILLIAMS $142.79万0.23%4,147 40.1% $1,377 加仓
NFLX NETFLIX INC $142.96万0.23%20,022 -13,428-40.1% -$95.88万 减仓
ROST ROSS STORES INC $146.23万0.23%6,870 -107-1.5% -$2.28万 减仓
GRID FIRST TR EXCHANGE-TRADED FD $146.62万0.23%7,646 7,646— $146.62万 新建仓
ALAB ASTERA LABS INC $147.08万0.23%3,045 3,045— $147.08万 新建仓
NLR VANECK ETF TRUST $148.72万0.24%12,823 4,81360.1% $55.82万 加仓
LIN LINDE PLC $149.77万0.24%2,886 30.1% $1,557 加仓
PFE PFIZER INC $150.87万0.24%62,653 59,1671,697.3% $142.47万 加仓
PLTR PALANTIR TECHNOLOGIES INC $151.96万0.24%13,025 -9,679-42.6% -$112.92万 减仓
IJH ISHARES TR $153.58万0.25%19,917 -24-0.1% -$1,851 减仓
BOTZ GLOBAL X FDS $154.84万0.25%40,812 3720.9% $1.41万 加仓
XTL SPDR SERIES TRUST $158.98万0.25%6,988 -21,626-75.6% -$491.99万 减仓
WDC WESTERN DIGITAL $159.68万0.26%2,500 110.4% $7,026 加仓
MOAT VANECK ETF TRUST $159.78万0.26%15,369 15,369— $159.78万 新建仓
ROBO ROBO GLOBAL $160.11万0.26%18,691 -20-0.1% -$1,713 减仓
JPM JPMORGAN CHASE & CO $169.65万0.27%5,183 -207-3.8% -$6.78万 减仓
— AMERICAN CENTY ETF TR $173.21万0.28%34,502 1,7825.4% $8.95万 加仓
AXON AXON ENTERPRISE INC $174.69万0.28%3,116 3,116— $174.69万 新建仓
CPLB NEW YORK LIFE INVTS ACTIVE E $179.54万0.29%85,904 19,83530.0% $41.46万 加仓
AVGO BROADCOM INC $181.52万0.29%4,805 771.6% $2.91万 加仓
REMX VANECK ETF TRUST $183.47万0.29%20,731 8,51569.7% $75.36万 加仓
PBW INVESCO EXCHANGE TRADED FD T $185.62万0.30%47,583 7081.5% $2.76万 加仓
AGIX KRANESHARES TRUST $190.35万0.30%40,594 40,594— $190.35万 新建仓
OUT OUTFRONT MEDIA INC $192.99万0.31%58,910 3540.6% $1.16万 加仓
LIT GLOBAL X FDS $195.06万0.31%24,918 1,4076.0% $11.01万 加仓
SOFI SOFI TECHNOLOGIES INC $195.07万0.31%108,795 33,45144.4% $59.98万 加仓
EEM ISHARES TR $196.02万0.31%28,653 -761-2.6% -$5.21万 减仓
HD HOME DEPOT INC $196.59万0.31%5,574 -17-0.3% -$5,996 减仓
LRCX LAM RESEARCH CORP $198.51万0.32%4,581 40.1% $1,733 加仓
MRVL MARVELL TECHNOLOGY INC $199.97万0.32%6,713 3,599115.6% $107.21万 加仓
XOVR ENTREPRENEURSHARES SERIES TR $202.62万0.32%96,255 96,255— $202.62万 新建仓
RONB BARON ETF TR $203.94万0.33%83,580 -27,131-24.5% -$66.20万 减仓
MO ALTRIA GROUP $209.31万0.33%29,091 -182-0.6% -$1.31万 减仓
XLG INVESCO EXCHANGE TRADED FD T $213.69万0.34%34,900 -2,688-7.2% -$16.46万 减仓
TSLA TESLA INC $236.25万0.38%5,617 300.5% $1.26万 加仓
EWY ISHARES INC $236.97万0.38%11,737 -9,226-44.0% -$186.27万 减仓
GDX VANECK ETF TRUST $237.15万0.38%31,431 940.3% $7,092 加仓
AVLV AMERICAN CENTY ETF TR $241.41万0.39%26,468 1,6026.4% $14.61万 加仓
SLV ISHARES SILVER TR $242.12万0.39%45,281 -41,789-48.0% -$223.45万 减仓
USFR WISDOMTREE TR $243.29万0.39%48,319 -18,160-27.3% -$91.44万 减仓
SPHQ INVESCO EXCHANGE TRADED FD T $246.18万0.39%27,323 -45-0.2% -$4,055 减仓
HIMS HIMS & HERS HEALTH INC $249.28万0.40%71,900 26,91759.8% $93.32万 加仓
XLP STATE STREET $249.44万0.40%30,028 25,576574.5% $212.46万 加仓
NET CLOUDFLARE INC $263.90万0.42%10,759 -69-0.6% -$1.69万 减仓
IBM INTERNATIONAL BUSINESS MACHS $266.97万0.43%9,493 -361-3.7% -$10.15万 减仓
COWZ PACER FDS TR $275.30万0.44%44,260 -4,057-8.4% -$25.23万 减仓
COST COSTCO WHOLESALE $276.66万0.44%2,957 -65-2.2% -$6.08万 减仓
IWM ISHARES TR $280.40万0.45%9,333 -1,037-10.0% -$31.16万 减仓
O REALTY INCOME $303.22万0.48%48,938 41,277538.8% $255.75万 加仓
V VISA INC $304.34万0.49%8,871 -340-3.7% -$11.66万 减仓
IGV ISHARES TR $308.18万0.49%34,016 26,256338.4% $237.88万 加仓
UNH UNITEDHEALTH GROUP $312.35万0.50%7,515 -382-4.8% -$15.88万 减仓
VTI VANGUARD TOTAL $313.84万0.50%8,481 5637.1% $20.83万 加仓
META META PLATFORMS $315.65万0.50%5,604 -441-7.3% -$24.84万 减仓
DRAM ROUNDHILL ETF TRUST $324.08万0.52%43,883 43,883— $324.08万 新建仓
USMV ISHARES TR $324.85万0.52%33,677 19,141131.7% $184.63万 加仓
XOM EXXON MOBIL CORP $328.30万0.52%24,013 24,013— $328.30万 新建仓