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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP | $161.24万 | 0.26% | 4,004 | -2,168 | -35.1% | -$87.30万 | 减仓 |
| ROST | ROSS STORES INC | $158.93万 | 0.25% | 6,977 | 6,977 | — | $158.93万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $156.76万 | 0.25% | 3,983 | 3,983 | — | $156.76万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $155.49万 | 0.25% | 40,440 | 903 | 2.3% | $3.47万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $152.53万 | 0.24% | 82,804 | -4,561 | -5.2% | -$8.40万 | 减仓 |
| ROBO | ROBO GLOBAL | $152.11万 | 0.24% | 18,711 | 64 | 0.3% | $5,203 | 加仓 |
| ABND | AMERICAN CENTY ETF TR | $151.91万 | 0.24% | 34,667 | 1,825 | 5.6% | $8.00万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $146.28万 | 0.23% | 32,720 | 32,720 | — | $146.28万 | 新建仓 |
| IJH | ISHARES TR | $145.11万 | 0.23% | 19,941 | -3,963 | -16.6% | -$28.84万 | 减仓 |
| PFF | ISHARES PFD | $144.69万 | 0.23% | 46,044 | -442 | -1.0% | -$1.39万 | 减仓 |
| LIN | LINDE PLC | $144.48万 | 0.23% | 2,883 | 0 | 0.0% | — | 不变 |
| CPLB | NEW YORK LIFE INVTS ACTIVE E | $138.48万 | 0.22% | 66,069 | -12,336 | -15.7% | -$25.86万 | 减仓 |
| USMV | ISHARES MSCI | $137.33万 | 0.22% | 14,536 | -466 | -3.1% | -$4.40万 | 减仓 |
| QQQI | NEOS ETF TRUST | $137.22万 | 0.22% | 25,340 | 99 | 0.4% | $5,361 | 加仓 |
| AHR | AMERICAN HEALTHCARE | $137.01万 | 0.22% | 27,255 | 53 | 0.2% | $2,664 | 加仓 |
| SHW | SHERWIN WILLIAMS | $132.80万 | 0.21% | 4,143 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORP | $130.97万 | 0.21% | 6,669 | 135 | 2.1% | $2.65万 | 加仓 |
| MA | MASTERCARD INC | $129.20万 | 0.21% | 2,569 | -74 | -2.8% | -$3.72万 | 减仓 |
| REMX | VANECK ETF TRUST | $128.80万 | 0.21% | 12,216 | -6,960 | -36.3% | -$73.38万 | 减仓 |
| ORCL | ORACLE CORP | $128.70万 | 0.21% | 7,984 | 7,876 | 7,292.6% | $126.96万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $125.54万 | 0.20% | 13,894 | 205 | 1.5% | $1.85万 | 加仓 |
| NVO | NOVO-NORDISK A S | $125.41万 | 0.20% | 29,703 | -45,501 | -60.5% | -$192.11万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $123.66万 | 0.20% | 6,807 | 91 | 1.4% | $1.65万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC | $122.22万 | 0.20% | 44,983 | 14,355 | 46.9% | $39.00万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $121.30万 | 0.19% | 75,344 | -613 | -0.8% | -$9,869 | 减仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $120.19万 | 0.19% | 20,463 | 857 | 4.4% | $5.03万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $120.17万 | 0.19% | 160,653 | -77,454 | -32.5% | -$57.94万 | 减仓 |
| IYW | ISHARES TR | $117.67万 | 0.19% | 5,395 | -9 | -0.2% | -$1,963 | 减仓 |
| LRCX | LAM RESEARCH | $117.36万 | 0.19% | 4,577 | -10,837 | -70.3% | -$277.87万 | 减仓 |
| NLR | VANECK ETF TRUST | $116.92万 | 0.19% | 8,010 | -6,498 | -44.8% | -$94.85万 | 减仓 |
| SPDW | STATE STREET | $116.13万 | 0.19% | 23,741 | -664 | -2.7% | -$3.25万 | 减仓 |
| IWF | ISHARES RUSSELL | $110.10万 | 0.18% | 2,582 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $108.10万 | 0.17% | 2,489 | -7,892 | -76.0% | -$342.77万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $105.29万 | 0.17% | 29,379 | 55 | 0.2% | $1,971 | 加仓 |
| TPR | TAPESTRY INC | $102.12万 | 0.16% | 7,041 | -5,467 | -43.7% | -$79.29万 | 减仓 |
| RSI | RUSH STREET INTERACTIVE INC | $102.10万 | 0.16% | 36,334 | 36,334 | — | $102.10万 | 新建仓 |
| FEOE | RBB FUND TRUST | $102.07万 | 0.16% | 19,364 | 2,979 | 18.2% | $15.70万 | 加仓 |
| ILF | ISHARES TR | $100.41万 | 0.16% | 27,556 | -33,815 | -55.1% | -$123.22万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $98.38万 | 0.16% | 14,720 | -694 | -4.5% | -$4.64万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $96.43万 | 0.15% | 23,536 | -69 | -0.3% | -$2,827 | 减仓 |
| TDVG | T ROWE PRICE ETF INC | $95.98万 | 0.15% | 20,309 | -421 | -2.0% | -$1.99万 | 减仓 |
| DVY | ISHARES TR | $95.18万 | 0.15% | 6,122 | -272 | -4.3% | -$4.23万 | 减仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $93.12万 | 0.15% | 15,677 | -453 | -2.8% | -$2.69万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $92.47万 | 0.15% | 18,999 | 1,167 | 6.5% | $5.68万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $91.69万 | 0.15% | 17,100 | 10,892 | 175.5% | $58.40万 | 加仓 |
| GOOG | ALPHABET INC | $90.64万 | 0.15% | 2,385 | 10 | 0.4% | $3,800 | 加仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $90.28万 | 0.14% | 38,309 | 1,473 | 4.0% | $3.47万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $88.78万 | 0.14% | 5,302 | 5,302 | — | $88.78万 | 新建仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $88.06万 | 0.14% | 52,728 | -1,019 | -1.9% | -$1.70万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $87.71万 | 0.14% | 12,033 | 9,505 | 376.0% | $69.28万 | 加仓 |
| CAVA | CAVA GROUP INC | $87.51万 | 0.14% | 9,368 | 9,368 | — | $87.51万 | 新建仓 |
| SIL | GLOBAL X FDS | $86.37万 | 0.14% | 9,751 | -1,285 | -11.6% | -$11.38万 | 减仓 |
| ULS | UL SOLUTIONS INC | $86.29万 | 0.14% | 9,536 | 9,536 | — | $86.29万 | 新建仓 |
| PYLD | PIMCO ETF TR | $84.26万 | 0.14% | 31,856 | -4,534 | -12.5% | -$11.99万 | 减仓 |
| PG | PROCTER & GAMBLE | $84.20万 | 0.13% | 5,728 | -34 | -0.6% | -$4,998 | 减仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $83.39万 | 0.13% | 32,202 | 32,202 | — | $83.39万 | 新建仓 |
| — | INVESCO GALAXY BITCOIN ETF | $83.31万 | 0.13% | 10,954 | -4,516 | -29.2% | -$34.34万 | 减仓 |
| EMXC | ISHARES INC | $80.69万 | 0.13% | 8,862 | 8,862 | — | $80.69万 | 新建仓 |
| PEG | PUBLIC SERVICE | $79.16万 | 0.13% | 9,719 | -84 | -0.9% | -$6,842 | 减仓 |
| ONTO | ONTO INNOVATION INC | $77.75万 | 0.12% | 2,635 | -88 | -3.2% | -$2.60万 | 减仓 |
| — | WESTERN ASSET HIGH INCOME OP | $77.70万 | 0.12% | 210,571 | -2,905 | -1.4% | -$1.07万 | 减仓 |
| — | KRANESHARES TRUST | $77.50万 | 0.12% | 42,232 | -8,506 | -16.8% | -$15.61万 | 减仓 |
| — | GRAYSCALE COINDESK CRYPTO | $76.81万 | 0.12% | 22,324 | 22,324 | — | $76.81万 | 新建仓 |
| PWR | QUANTA SVCS INC | $74.52万 | 0.12% | 1,024 | -16 | -1.5% | -$1.16万 | 减仓 |
| VIG | VANGUARD DIVIDEND | $72.95万 | 0.12% | 3,230 | -2,463 | -43.3% | -$55.63万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY | $71.68万 | 0.11% | 1,507 | 42 | 2.9% | $2.00万 | 加仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $70.31万 | 0.11% | 28,969 | 784 | 2.8% | $1.90万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $69.55万 | 0.11% | 12,076 | -528 | -4.2% | -$3.04万 | 减仓 |
| TCAF | T ROWE PRICE ETF INC | $68.96万 | 0.11% | 17,555 | -55,074 | -75.8% | -$216.33万 | 减仓 |
| EWC | ISHARES INC | $68.45万 | 0.11% | 11,681 | -3,843 | -24.8% | -$22.52万 | 减仓 |
| QUAL | ISHARES TR | $67.44万 | 0.11% | 3,254 | -137 | -4.0% | -$2.84万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $66.98万 | 0.11% | 2,195 | 101 | 4.8% | $3.08万 | 加仓 |
| — | ISHARES TR | $66.28万 | 0.11% | 22,659 | -200 | -0.9% | -$5,850 | 减仓 |
| IGV | ISHARES TR | $65.11万 | 0.10% | 7,760 | -184 | -2.3% | -$1.54万 | 减仓 |
| BNY | BANK NEW YORK | $64.71万 | 0.10% | 5,455 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $64.67万 | 0.10% | 1,824 | 24 | 1.3% | $8,509 | 加仓 |
| XLI | STATE STREET | $63.58万 | 0.10% | 3,647 | 354 | 10.8% | $6.17万 | 加仓 |
| HYG | ISHARES TR | $60.63万 | 0.10% | 7,543 | -648 | -7.9% | -$5.21万 | 减仓 |
| KO | COCA COLA COMPANY | $58.44万 | 0.09% | 7,431 | -191 | -2.5% | -$1.50万 | 减仓 |
| INTC | INTEL CORP | $58.14万 | 0.09% | 6,931 | -146 | -2.1% | -$1.22万 | 减仓 |
| SDIV | GLOBAL X FDS | $56.26万 | 0.09% | 21,546 | -287 | -1.3% | -$7,493 | 减仓 |
| SCHJ | SCHWAB STRATEGIC TR | $51.93万 | 0.08% | 20,980 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & COMPANY | $51.52万 | 0.08% | 4,715 | 3 | 0.1% | $328 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $51.43万 | 0.08% | 3,114 | 3,114 | — | $51.43万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $48.92万 | 0.08% | 2,071 | -7,499 | -78.4% | -$177.16万 | 减仓 |
| O | REALTY INCOME | $48.92万 | 0.08% | 7,661 | -176 | -2.2% | -$1.12万 | 减仓 |
| MGK | VANGUARD WORLD FD | $48.66万 | 0.08% | 5,793 | 3,571 | 160.7% | $29.99万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $47.27万 | 0.08% | 11,642 | -211 | -1.8% | -$8,567 | 减仓 |
| DNP | DNP SELECT | $47.04万 | 0.08% | 43,474 | -15,299 | -26.0% | -$16.56万 | 减仓 |
| PMBS | PIMCO ETF TR | $46.12万 | 0.07% | 9,302 | -1,460 | -13.6% | -$7.24万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $45.82万 | 0.07% | 7,652 | -3,700 | -32.6% | -$22.16万 | 减仓 |
| — | ISHARES ETHEREUM TR | $45.13万 | 0.07% | 26,422 | 12,301 | 87.1% | $21.01万 | 加仓 |
| DE | DEERE & CO | $45.00万 | 0.07% | 776 | 156 | 25.2% | $9.05万 | 加仓 |
| URA | GLOBAL X FDS | $43.13万 | 0.07% | 7,644 | 225 | 3.0% | $1.27万 | 加仓 |
| SHV | ISHARES TR | $43.11万 | 0.07% | 3,905 | -4,335 | -52.6% | -$47.85万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $41.17万 | 0.07% | 9,503 | 964 | 11.3% | $4.18万 | 加仓 |
| WRBY | WARBY PARKER INC | $40.61万 | 0.07% | 18,361 | -28,830 | -61.1% | -$63.77万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $40.48万 | 0.06% | 2,842 | 2,842 | — | $40.48万 | 新建仓 |
| MP | MP MATERIALS CORP | $40.39万 | 0.06% | 6,116 | 159 | 2.7% | $1.05万 | 加仓 |
| IEI | ISHARES TR | $40.30万 | 0.06% | 3,409 | -1,115 | -24.6% | -$13.18万 | 减仓 |