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 |
|---|---|---|---|---|---|---|---|---|
| GVAL | CAMBRIA ETF TR | $455.48万 | 0.73% | 129,213 | 354 | 0.3% | $1.25万 | 加仓 |
| DIA | STATE STREET | $456.16万 | 0.73% | 9,198 | -1,164 | -11.2% | -$57.73万 | 减仓 |
| MTUM | ISHARES TR | $460.13万 | 0.74% | 16,203 | 915 | 6.0% | $25.98万 | 加仓 |
| MSFT | MICROSOFT CORP | $463.20万 | 0.74% | 11,490 | 245 | 2.2% | $9.88万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $472.59万 | 0.76% | 103,865 | -1,196 | -1.1% | -$5.44万 | 减仓 |
| — | EXXON MOBIL | $507.30万 | 0.81% | 32,300 | -1,086 | -3.3% | -$17.06万 | 减仓 |
| ALLW | SSGA ACTIVE TR | $516.12万 | 0.83% | 172,385 | 172,385 | — | $516.12万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $538.62万 | 0.86% | 106,278 | 65,287 | 159.3% | $330.87万 | 加仓 |
| SGOV | ISHARES TR | $550.59万 | 0.88% | 54,692 | 7,974 | 17.1% | $80.27万 | 加仓 |
| NVDA | NVIDIA CORP | $569.01万 | 0.91% | 29,039 | -350 | -1.2% | -$6.86万 | 减仓 |
| SLV | ISHARES SILVER | $580.61万 | 0.93% | 87,070 | -22,556 | -20.6% | -$150.41万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $586.20万 | 0.94% | 43,564 | 8,826 | 25.4% | $118.76万 | 加仓 |
| TBIL | RBB FD INC | $591.30万 | 0.95% | 118,617 | 63,300 | 114.4% | $315.55万 | 加仓 |
| BILS | SPDR SERIES TRUST | $627.95万 | 1.01% | 63,155 | -3,296 | -5.0% | -$32.77万 | 减仓 |
| XTL | SPDR SERIES TRUST | $645.56万 | 1.03% | 28,614 | 28,614 | — | $645.56万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $647.13万 | 1.04% | 128,373 | 2,036 | 1.6% | $10.26万 | 加仓 |
| IWO | ISHARES RUSSELL | $684.66万 | 1.10% | 19,030 | -24,647 | -56.4% | -$886.75万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $772.71万 | 1.24% | 152,952 | 32,758 | 27.3% | $165.49万 | 加仓 |
| SPYM | STATE STREET | $772.96万 | 1.24% | 91,423 | -63,780 | -41.1% | -$539.24万 | 减仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $778.75万 | 1.25% | 420,265 | 388,582 | 1,226.5% | $720.04万 | 加仓 |
| IWN | ISHARES TR | $813.99万 | 1.30% | 39,181 | 21,692 | 124.0% | $450.65万 | 加仓 |
| AMZN | AMAZON COM | $993.40万 | 1.59% | 37,607 | 573 | 1.5% | $15.14万 | 加仓 |
| AMLP | ALERIAN MLP | $994.98万 | 1.59% | 183,853 | 40,809 | 28.5% | $220.85万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,008.25万 | 1.62% | 36,677 | -13,608 | -27.1% | -$374.09万 | 减仓 |
| GOOGL | ALPHABET INC | $1,016.65万 | 1.63% | 26,420 | -4,298 | -14.0% | -$165.39万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,070.40万 | 1.72% | 95,240 | -14,623 | -13.3% | -$164.35万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,288.12万 | 2.06% | 96,279 | -38,376 | -28.5% | -$513.43万 | 减仓 |
| AAPL | APPLE INC | $1,446.80万 | 2.32% | 53,585 | -3,470 | -6.1% | -$93.69万 | 减仓 |
| RSP | INVESCO S&P | $1,595.35万 | 2.56% | 78,420 | 34,845 | 80.0% | $708.87万 | 加仓 |
| SPY | STATE STREET | $1,649.89万 | 2.64% | 23,335 | 1,907 | 8.9% | $134.83万 | 加仓 |
| GLD | SPDR GOLD | $1,665.73万 | 2.67% | 39,308 | 2,943 | 8.1% | $124.71万 | 加仓 |
| VUG | VANGUARD GROWTH | $2,363.82万 | 3.79% | 54,118 | 44,531 | 464.5% | $1,945.07万 | 加仓 |
| QQQ | INVESCO QQQ | $2,669.17万 | 4.28% | 39,997 | -4,303 | -9.7% | -$287.16万 | 减仓 |
| BIL | SPDR SERIES TRUST | $3,460.57万 | 5.55% | 377,626 | 98,189 | 35.1% | $899.80万 | 加仓 |