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 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $151.96万 | 0.24% | 13,025 | -9,679 | -42.6% | -$112.92万 | 减仓 |
| PFE | PFIZER INC | $150.87万 | 0.24% | 62,653 | 59,167 | 1,697.3% | $142.47万 | 加仓 |
| LIN | LINDE PLC | $149.77万 | 0.24% | 2,886 | 3 | 0.1% | $1,557 | 加仓 |
| NLR | VANECK ETF TRUST | $148.72万 | 0.24% | 12,823 | 4,813 | 60.1% | $55.82万 | 加仓 |
| ALAB | ASTERA LABS INC | $147.08万 | 0.23% | 3,045 | 3,045 | — | $147.08万 | 新建仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $146.62万 | 0.23% | 7,646 | 7,646 | — | $146.62万 | 新建仓 |
| ROST | ROSS STORES INC | $146.23万 | 0.23% | 6,870 | -107 | -1.5% | -$2.28万 | 减仓 |
| NFLX | NETFLIX INC | $142.96万 | 0.23% | 20,022 | -13,428 | -40.1% | -$95.88万 | 减仓 |
| SHW | SHERWIN WILLIAMS | $142.79万 | 0.23% | 4,147 | 4 | 0.1% | $1,377 | 加仓 |
| AHR | AMERICAN HEALTHCARE | $142.54万 | 0.23% | 27,332 | 77 | 0.3% | $4,016 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $141.30万 | 0.23% | 14,644 | 750 | 5.4% | $7.24万 | 加仓 |
| QQQI | NEOS ETF TRUST | $138.40万 | 0.22% | 24,370 | -970 | -3.8% | -$5.51万 | 减仓 |
| PFF | ISHARES TR | $137.16万 | 0.22% | 44,984 | -1,060 | -2.3% | -$3.23万 | 减仓 |
| IYW | ISHARES TR | $135.96万 | 0.22% | 5,390 | -5 | -0.1% | -$1,261 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $129.34万 | 0.21% | 159,486 | -1,167 | -0.7% | -$9,464 | 减仓 |
| ABND | AMERICAN CENTY ETF TR | $128.82万 | 0.21% | 29,457 | -5,210 | -15.0% | -$22.78万 | 减仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $128.27万 | 0.20% | 65,179 | -17,625 | -21.3% | -$34.69万 | 减仓 |
| IWF | ISHARES RUSSELL | $128.24万 | 0.20% | 10,328 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $126.40万 | 0.20% | 5,134 | 5,134 | — | $126.40万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $124.58万 | 0.20% | 25,603 | -80,675 | -75.9% | -$392.56万 | 减仓 |
| LGLV | SPDR SERIES TRUST | $124.02万 | 0.20% | 6,834 | 27 | 0.4% | $4,900 | 加仓 |
| IPKW | INVESCO EXCH TRADED FD TR II | $123.50万 | 0.20% | 21,924 | 1,461 | 7.1% | $8.23万 | 加仓 |
| MA | MASTERCARD INC | $121.56万 | 0.19% | 2,367 | -202 | -7.9% | -$10.37万 | 减仓 |
| SPDW | STATE STREET | $119.63万 | 0.19% | 23,741 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $118.92万 | 0.19% | 8,115 | 131 | 1.6% | $1.92万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $116.84万 | 0.19% | 2,011 | 187 | 10.3% | $10.86万 | 加仓 |
| CASY | CASEYS GEN STORES INC | $113.73万 | 0.18% | 1,431 | -564 | -28.3% | -$44.83万 | 减仓 |
| HFXI | NEW YORK LIFE INVESTMENTS ET | $108.98万 | 0.17% | 28,612 | -767 | -2.6% | -$2.92万 | 减仓 |
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $102.07万 | 0.16% | 20,818 | 509 | 2.5% | $2.50万 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $101.02万 | 0.16% | 16,755 | 1,078 | 6.9% | $6.50万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $100.66万 | 0.16% | 5,698 | 396 | 7.5% | $7.00万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $99.74万 | 0.16% | 24,577 | 1,041 | 4.4% | $4.22万 | 加仓 |
| T | AT&T INC | $99.56万 | 0.16% | 48,095 | -77,311 | -61.6% | -$160.03万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $98.89万 | 0.16% | 2,613 | -22 | -0.8% | -$8,326 | 减仓 |
| CVX | CHEVRON CORP | $98.63万 | 0.16% | 5,950 | -719 | -10.8% | -$11.92万 | 减仓 |
| ULS | UL SOLUTIONS INC | $98.16万 | 0.16% | 9,637 | 101 | 1.1% | $1.03万 | 加仓 |
| SG | SWEETGREEN INC | $97.69万 | 0.16% | 110,891 | 110,891 | — | $97.69万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $96.02万 | 0.15% | 32,515 | 313 | 1.0% | $9,243 | 加仓 |
| — | FRANKLIN TEMPLETON ETF TR | $95.95万 | 0.15% | 14,402 | -318 | -2.2% | -$2.12万 | 减仓 |
| INTC | INTEL CORP | $95.04万 | 0.15% | 6,807 | -124 | -1.8% | -$1.73万 | 减仓 |
| PICB | INVESCO EXCH TRADED FD TR II | $94.74万 | 0.15% | 40,907 | 2,598 | 6.8% | $6.02万 | 加仓 |
| HEFA | ISHARES TR | $94.17万 | 0.15% | 20,068 | 5,744 | 40.1% | $26.95万 | 重新持有 |
| — | INVESCO EXCH TRADED FD TR II | $93.93万 | 0.15% | 57,757 | 57,757 | — | $93.93万 | 新建仓 |
| CRWV | COREWEAVE INC | $92.62万 | 0.15% | 9,305 | 7,006 | 304.7% | $69.74万 | 加仓 |
| DVY | ISHARES TR | $92.60万 | 0.15% | 5,924 | -198 | -3.2% | -$3.09万 | 减仓 |
| XLU | STATE STREET | $91.97万 | 0.15% | 20,284 | -42,917 | -67.9% | -$194.59万 | 减仓 |
| MDIV | FIRST TR EXCHANGE TRADED FD | $90.73万 | 0.14% | 54,907 | 2,179 | 4.1% | $3.60万 | 加仓 |
| PATN | PACER FDS TR | $90.22万 | 0.14% | 24,269 | 24,269 | — | $90.22万 | 新建仓 |
| EWC | ISHARES INC | $89.38万 | 0.14% | 15,507 | 3,826 | 32.8% | $22.05万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $88.29万 | 0.14% | 16,502 | -598 | -3.5% | -$3.20万 | 减仓 |
| GOOG | ALPHABET INC | $86.30万 | 0.14% | 2,443 | 58 | 2.4% | $2.05万 | 加仓 |
| COPX | GLOBAL X FDS | $85.89万 | 0.14% | 11,160 | 7,299 | 189.0% | $56.18万 | 加仓 |
| PYLD | PIMCO ETF TR | $84.48万 | 0.13% | 31,856 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE | $83.71万 | 0.13% | 5,709 | -19 | -0.3% | -$2,786 | 减仓 |
| IAU | ISHARES GOLD TR | $82.08万 | 0.13% | 10,870 | -10,278 | -48.6% | -$77.61万 | 减仓 |
| — | EXXON MOBIL | $80.97万 | 0.13% | 5,922 | -26,378 | -81.7% | -$360.64万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS | $80.28万 | 0.13% | 18,960 | -39 | -0.2% | -$1,651 | 减仓 |
| SPCX | SPACE EXPLORATION | $79.48万 | 0.13% | 4,652 | 4,652 | — | $79.48万 | 新建仓 |
| PEG | PUBLIC SERVICE | $78.89万 | 0.13% | 9,720 | 1 | 0.0% | $81 | 加仓 |
| BNY | BANK NEW YORK | $78.88万 | 0.13% | 5,455 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $76.84万 | 0.12% | 8,238 | 8,223 | 54,820.0% | $76.70万 | 加仓 |
| SIL | GLOBAL X FDS | $75.19万 | 0.12% | 9,707 | -44 | -0.5% | -$3,408 | 减仓 |
| — | WESTERN ASSET HIGH INCOME OP | $75.09万 | 0.12% | 206,291 | -4,280 | -2.0% | -$1.56万 | 减仓 |
| CAVA | CAVA GROUP INC | $74.56万 | 0.12% | 9,501 | 133 | 1.4% | $1.04万 | 加仓 |
| VIG | VANGUARD DIVIDEND | $74.49万 | 0.12% | 3,148 | -82 | -2.5% | -$1.94万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $72.73万 | 0.12% | 2,203 | 8 | 0.4% | $2,641 | 加仓 |
| QUAL | ISHARES TR | $71.94万 | 0.11% | 3,279 | 25 | 0.8% | $5,485 | 加仓 |
| WMT | WALMART INC | $70.63万 | 0.11% | 6,236 | -10,244 | -62.2% | -$116.03万 | 减仓 |
| VYM | VANGUARD HIGH | $70.29万 | 0.11% | 4,448 | 2,208 | 98.6% | $34.89万 | 加仓 |
| — | ISHARES TR | $69.23万 | 0.11% | 23,790 | 1,131 | 5.0% | $3.29万 | 加仓 |
| PWR | QUANTA SVCS INC | $65.67万 | 0.10% | 912 | -112 | -10.9% | -$8.06万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $64.48万 | 0.10% | 11,416 | -660 | -5.5% | -$3.73万 | 减仓 |
| SDIV | GLOBAL X FDS | $62.96万 | 0.10% | 25,761 | 4,215 | 19.6% | $10.30万 | 加仓 |
| MRK | MERCK & COMPANY | $60.59万 | 0.10% | 4,715 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $59.74万 | 0.10% | 7,470 | -73 | -1.0% | -$5,838 | 减仓 |
| TXG | 10X GENOMICS INC | $59.53万 | 0.10% | 15,527 | -267 | -1.7% | -$1.02万 | 减仓 |
| FEOE | RBB FUND TRUST | $56.21万 | 0.09% | 10,527 | -8,837 | -45.6% | -$47.19万 | 减仓 |
| — | KRANESHARES TRUST | $54.26万 | 0.09% | 31,381 | -10,851 | -25.7% | -$18.76万 | 减仓 |
| WRBY | WARBY PARKER INC | $54.06万 | 0.09% | 17,818 | -543 | -3.0% | -$1.65万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $54.02万 | 0.09% | 468 | -103 | -18.0% | -$11.89万 | 减仓 |
| KO | COCA COLA COMPANY | $53.03万 | 0.08% | 6,525 | -906 | -12.2% | -$7.36万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $52.03万 | 0.08% | 5,855 | -16,608 | -73.9% | -$147.58万 | 减仓 |
| — | AIM ETF PRODUCTS TRUST | $51.79万 | 0.08% | 19,677 | 19,677 | — | $51.79万 | 新建仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $51.53万 | 0.08% | 12,537 | -5,018 | -28.6% | -$20.62万 | 减仓 |
| DE | DEERE & CO | $51.29万 | 0.08% | 808 | 32 | 4.1% | $2.03万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $50.16万 | 0.08% | 12,449 | 807 | 6.9% | $3.25万 | 加仓 |
| — | GRAYSCALE COINDESK CRYPTO | $49.47万 | 0.08% | 18,745 | -3,579 | -16.0% | -$9.44万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $49.33万 | 0.08% | 8,114 | 462 | 6.0% | $2.81万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $48.46万 | 0.08% | 19,650 | -1,330 | -6.3% | -$3.28万 | 减仓 |
| — | DBX ETF TR | $48.18万 | 0.08% | 4,631 | -179 | -3.7% | -$1.86万 | 减仓 |
| MGK | VANGUARD WORLD FD | $47.71万 | 0.08% | 5,427 | -23,538 | -81.3% | -$206.91万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $46.96万 | 0.08% | 1,377 | -619 | -31.0% | -$21.11万 | 减仓 |
| PMBS | PIMCO ETF TR | $45.93万 | 0.07% | 9,302 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY | $45.79万 | 0.07% | 915 | -592 | -39.3% | -$29.62万 | 减仓 |
| WEC | WEC ENERGY | $44.59万 | 0.07% | 3,819 | -14,934 | -79.6% | -$174.38万 | 减仓 |
| MMIT | NEW YORK LIFE INVTS ACTIVE E | $43.65万 | 0.07% | 17,928 | -11,041 | -38.1% | -$26.88万 | 减仓 |
| CAT | CATERPILLAR INC | $41.14万 | 0.07% | 386 | -10 | -2.5% | -$1.07万 | 减仓 |
| VOO | VANGUARD S&P | $40.49万 | 0.06% | 590 | 0 | 0.0% | — | 不变 |
| IYT | ISHARES TR | $39.95万 | 0.06% | 4,605 | -163 | -3.4% | -$1.41万 | 减仓 |
| WELL | WELLTOWER INC | $39.71万 | 0.06% | 1,749 | -75 | -4.1% | -$1.70万 | 减仓 |