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 |
|---|---|---|---|---|---|---|---|---|
| VCLT | VANGUARD LONG | $328.62万 | 0.53% | 43,671 | 43,405 | 16,317.7% | $326.62万 | 加仓 |
| TIP | ISHARES TR | $344.26万 | 0.55% | 31,459 | 14,679 | 87.5% | $160.63万 | 加仓 |
| — | PACER FDS TR | $347.73万 | 0.56% | 118,231 | 118,231 | — | $347.73万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $349.56万 | 0.56% | 72,916 | 43,213 | 145.5% | $207.16万 | 加仓 |
| IAK | ISHARES TR | $351.75万 | 0.56% | 25,025 | 25,025 | — | $351.75万 | 新建仓 |
| EMXC | ISHARES INC | $364.96万 | 0.58% | 35,675 | 26,813 | 302.6% | $274.30万 | 加仓 |
| VFMO | VANGUARD WELLINGTON FD | $367.34万 | 0.59% | 14,722 | 14,722 | — | $367.34万 | 新建仓 |
| IVV | ISHARES TR | $388.83万 | 0.62% | 5,192 | -12 | -0.2% | -$8,987 | 减仓 |
| — | SERIES PORTFOLIOS TR | $396.33万 | 0.63% | 154,727 | 9,942 | 6.9% | $25.47万 | 加仓 |
| VO | VANGUARD INDEX FDS | $406.88万 | 0.65% | 50,500 | -149,120 | -74.7% | -$1,201.47万 | 减仓 |
| LLY | ELI LILLY | $416.28万 | 0.67% | 3,471 | -38 | -1.1% | -$4.56万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $423.08万 | 0.68% | 34,844 | -235 | -0.7% | -$2.85万 | 减仓 |
| MSFT | MICROSOFT CORP | $426.38万 | 0.68% | 11,431 | -59 | -0.5% | -$2.20万 | 减仓 |
| HECA | ETF OPPORTUNITIES TRUST | $450.08万 | 0.72% | 164,864 | 83,425 | 102.4% | $227.75万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $464.40万 | 0.74% | 62,002 | 1,538 | 2.5% | $11.52万 | 加仓 |
| VUG | VANGUARD GROWTH | $465.65万 | 0.74% | 54,057 | -270,651 | -83.4% | -$2,331.38万 | 减仓 |
| GVAL | CAMBRIA ETF TR | $468.22万 | 0.75% | 129,988 | 775 | 0.6% | $2.79万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $469.10万 | 0.75% | 28,365 | 15,114 | 114.1% | $249.95万 | 加仓 |
| TLT | ISHARES TR | $485.84万 | 0.78% | 56,218 | 15,241 | 37.2% | $131.71万 | 加仓 |
| DIA | STATE STREET | $496.52万 | 0.79% | 9,505 | 307 | 3.3% | $16.04万 | 加仓 |
| WM | WASTE MANAGEMENT | $497.29万 | 0.79% | 22,312 | 15,155 | 211.8% | $337.77万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $505.10万 | 0.81% | 172,567 | 182 | 0.1% | $5,327 | 加仓 |
| TBIL | RBB FD INC | $509.81万 | 0.81% | 102,248 | -16,369 | -13.8% | -$81.62万 | 减仓 |
| NVDA | NVIDIA CORP | $510.30万 | 0.82% | 25,503 | -3,536 | -12.2% | -$70.75万 | 减仓 |
| XAR | SPDR SERIES TRUST | $522.06万 | 0.83% | 18,396 | 18,396 | — | $522.06万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $549.93万 | 0.88% | 56,001 | 53,640 | 2,271.9% | $526.75万 | 加仓 |
| MTUM | ISHARES TR | $551.03万 | 0.88% | 16,073 | -130 | -0.8% | -$4.46万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $558.48万 | 0.89% | 126,841 | 44,409 | 53.9% | $195.53万 | 加仓 |
| XLV | STATE STREET | $572.93万 | 0.92% | 36,110 | 24,835 | 220.3% | $394.04万 | 加仓 |
| SGOV | ISHARES TR | $621.23万 | 0.99% | 61,710 | 7,018 | 12.8% | $70.65万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $627.87万 | 1.00% | 123,500 | -4,873 | -3.8% | -$24.77万 | 减仓 |
| VT | VANGUARD TOTAL | $665.31万 | 1.06% | 42,390 | 18,633 | 78.4% | $292.44万 | 加仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $717.30万 | 1.15% | 181,273 | 77,408 | 74.5% | $306.30万 | 加仓 |
| IWO | ISHARES TR | $738.95万 | 1.18% | 18,757 | -273 | -1.4% | -$10.76万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $765.96万 | 1.22% | 151,706 | -1,246 | -0.8% | -$6.29万 | 减仓 |
| USDU | WISDOMTREE TR | $795.62万 | 1.27% | 297,428 | 297,428 | — | $795.62万 | 新建仓 |
| SPYM | STATE STREET | $814.82万 | 1.30% | 92,720 | 1,297 | 1.4% | $11.40万 | 加仓 |
| IWN | ISHARES TR | $866.31万 | 1.38% | 39,164 | -17 | -0.0% | -$3,760 | 减仓 |
| AMZN | AMAZON COM | $870.08万 | 1.39% | 36,506 | -1,101 | -2.9% | -$26.24万 | 减仓 |
| GOOGL | ALPHABET INC | $908.39万 | 1.45% | 25,419 | -1,001 | -3.8% | -$35.77万 | 减仓 |
| AMLP | ALERIAN MLP | $984.79万 | 1.57% | 189,931 | 6,078 | 3.3% | $31.51万 | 加仓 |
| BILS | SPDR SERIES TRUST | $1,087.96万 | 1.74% | 109,475 | 46,320 | 73.3% | $460.33万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,117.93万 | 1.79% | 36,899 | 222 | 0.6% | $6.73万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,119.63万 | 1.79% | 94,094 | -1,146 | -1.2% | -$13.64万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $1,201.70万 | 1.92% | 77,235 | 33,671 | 77.3% | $523.89万 | 加仓 |
| GLD | SPDR GOLD | $1,355.71万 | 2.17% | 36,802 | -2,506 | -6.4% | -$92.32万 | 减仓 |
| AAPL | APPLE INC | $1,410.44万 | 2.25% | 48,743 | -4,842 | -9.0% | -$140.11万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,581.39万 | 2.53% | 97,895 | 1,616 | 1.7% | $26.10万 | 加仓 |
| SPY | STATE STREET | $1,703.29万 | 2.72% | 22,809 | -526 | -2.3% | -$39.28万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $1,816.63万 | 2.90% | 85,380 | 6,960 | 8.9% | $148.09万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,637.23万 | 4.21% | 35,813 | -4,184 | -10.5% | -$308.11万 | 减仓 |
| BIL | SPDR SERIES TRUST | $2,867.46万 | 4.58% | 312,905 | -64,721 | -17.1% | -$593.10万 | 减仓 |