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 |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | $39.54万 | 0.06% | 1,824 | 82 | 4.7% | $1.78万 | 加仓 |
| NOW | SERVICENOW INC | $38.94万 | 0.06% | 4,410 | 4,410 | — | $38.94万 | 新建仓 |
| IYT | ISHARES TR | $38.75万 | 0.06% | 4,768 | -43 | -0.9% | -$3,495 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $38.24万 | 0.06% | 1,164 | 39 | 3.5% | $1.28万 | 加仓 |
| XLP | STATE STREET | $37.53万 | 0.06% | 4,452 | -6,034 | -57.5% | -$50.87万 | 减仓 |
| VOO | VANGUARD S&P | $37.47万 | 0.06% | 590 | -1,512 | -71.9% | -$96.03万 | 减仓 |
| FE | FIRSTENERGY CORP | $37.35万 | 0.06% | 7,860 | -255 | -3.1% | -$1.21万 | 减仓 |
| JPST | JPMORGAN | $36.37万 | 0.06% | 7,187 | 7,183 | 179,575.0% | $36.35万 | 加仓 |
| CCJ | CAMECO CORP | $36.22万 | 0.06% | 2,944 | 21 | 0.7% | $2,584 | 加仓 |
| NJR | NEW JERSEY RES CORP | $36.07万 | 0.06% | 6,406 | 7 | 0.1% | $394 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $35.79万 | 0.06% | 1,996 | 0 | 0.0% | — | 不变 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $35.75万 | 0.06% | 8,443 | 21 | 0.2% | $889 | 加仓 |
| NPK | NATIONAL PRESTO INDS INC | $35.37万 | 0.06% | 2,529 | 0 | 0.0% | — | 不变 |
| — | DBX ETF TR | $35.33万 | 0.06% | 4,810 | -289 | -5.7% | -$2.12万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $35.00万 | 0.06% | 1,881 | 28 | 1.5% | $5,210 | 加仓 |
| TXG | 10X GENOMICS INC | $34.83万 | 0.06% | 15,794 | -67,124 | -81.0% | -$148.01万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $34.48万 | 0.06% | 7,280 | -83,476 | -92.0% | -$395.42万 | 减仓 |
| KORP | AMERICAN CENTY ETF TR | $33.95万 | 0.05% | 7,260 | -58 | -0.8% | -$2,713 | 减仓 |
| LMND | LEMONADE INC | $33.62万 | 0.05% | 5,935 | -6,181 | -51.0% | -$35.01万 | 减仓 |
| MAGS | LISTED FDS TR | $33.31万 | 0.05% | 5,029 | -58,002 | -92.0% | -$384.21万 | 减仓 |
| ALGN | ALIGN TECHNOLOGY INC | $33.25万 | 0.05% | 1,889 | 1,889 | — | $33.25万 | 新建仓 |
| VYM | VANGUARD HIGH | $33.17万 | 0.05% | 2,240 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X FDS | $33.12万 | 0.05% | 16,987 | 16,987 | — | $33.12万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $32.89万 | 0.05% | 5,120 | 5,120 | — | $32.89万 | 新建仓 |
| XLY | STATE STREET | $32.40万 | 0.05% | 2,746 | 2,650 | 2,760.4% | $31.27万 | 加仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $31.90万 | 0.05% | 11,476 | 11,476 | — | $31.90万 | 新建仓 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $31.31万 | 0.05% | 7,557 | -164 | -2.1% | -$6,795 | 减仓 |
| BA | BOEING COMPANY | $30.79万 | 0.05% | 1,410 | -52 | -3.6% | -$1.14万 | 减仓 |
| COPX | GLOBAL X FDS | $30.73万 | 0.05% | 3,861 | -15,686 | -80.2% | -$124.86万 | 减仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $30.45万 | 0.05% | 8,730 | -83 | -0.9% | -$2,895 | 减仓 |
| PM | PHILIP MORRIS | $30.10万 | 0.05% | 1,823 | -7 | -0.4% | -$1,156 | 减仓 |
| SCHD | SCHWAB US | $29.61万 | 0.05% | 9,281 | 808 | 9.5% | $2.58万 | 加仓 |
| BBAI | BIGBEAR AI HLDGS INC | $29.59万 | 0.05% | 74,339 | 55,180 | 288.0% | $21.96万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $29.53万 | 0.05% | 571 | 571 | — | $29.53万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $29.53万 | 0.05% | 11,068 | 11,068 | — | $29.53万 | 新建仓 |
| B | BARRICK MNG CORP | $28.96万 | 0.05% | 7,362 | -791 | -9.7% | -$3.11万 | 减仓 |
| RCL | ROYAL CARIBBEAN | $28.89万 | 0.05% | 1,050 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $28.88万 | 0.05% | 1,468 | -202 | -12.1% | -$3.97万 | 减仓 |
| QMOM | EA SERIES TRUST | $28.45万 | 0.05% | 3,708 | -116 | -3.0% | -$8,901 | 减仓 |
| CAT | CATERPILLAR INC | $28.04万 | 0.04% | 396 | 359 | 970.3% | $25.42万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $27.86万 | 0.04% | 5,943 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER | $27.71万 | 0.04% | 2,156 | 8 | 0.4% | $1,028 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $27.57万 | 0.04% | 298 | 32 | 12.0% | $2.96万 | 加仓 |
| MS | MORGAN STANLEY | $27.52万 | 0.04% | 1,444 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $27.51万 | 0.04% | 3,891 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $27.28万 | 0.04% | 3,196 | 50 | 1.6% | $4,269 | 加仓 |
| ADP | AUTOMATIC DATA | $27.09万 | 0.04% | 1,285 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $26.88万 | 0.04% | 1,697 | -8,705 | -83.7% | -$137.90万 | 减仓 |
| UPS | UNITED PARCEL | $26.52万 | 0.04% | 2,461 | -14,499 | -85.5% | -$156.24万 | 减仓 |
| CRWV | COREWEAVE INC | $25.66万 | 0.04% | 2,299 | 483 | 26.6% | $5.39万 | 重新持有 |
| BDX | BECTON DICKINSON | $25.64万 | 0.04% | 1,720 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES 1-3YR | $24.68万 | 0.04% | 2,992 | -84 | -2.7% | -$6,929 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $24.53万 | 0.04% | 4,881 | 4,881 | — | $24.53万 | 新建仓 |
| TJX | TJX COS INC NEW | $24.46万 | 0.04% | 1,560 | -5 | -0.3% | -$784 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $24.44万 | 0.04% | 2,805 | -24,712 | -89.8% | -$215.31万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $24.27万 | 0.04% | 7,016 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN TEMPLETON ETF TR | $24.25万 | 0.04% | 10,146 | -92 | -0.9% | -$2,199 | 减仓 |
| EWW | ISHARES INC | $24.15万 | 0.04% | 3,159 | 3,159 | — | $24.15万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $24.13万 | 0.04% | 2,382 | 16 | 0.7% | $1,621 | 加仓 |
| HEI | HEICO CORP NEW | $23.99万 | 0.04% | 889 | 0 | 0.0% | — | 不变 |
| — | INVESCO CURRENCYSHARES BRIT | $23.73万 | 0.04% | 1,813 | 1,813 | — | $23.73万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $23.35万 | 0.04% | 2,361 | -17,053 | -87.8% | -$168.65万 | 减仓 |
| TSCO | TRACTOR SUPPLY | $23.24万 | 0.04% | 5,130 | 0 | 0.0% | — | 不变 |
| GNRC | GENERAC HLDGS INC | $22.89万 | 0.04% | 883 | 883 | — | $22.89万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $22.85万 | 0.04% | 1,100 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $22.60万 | 0.04% | 22,159 | 0 | 0.0% | — | 不变 |
| AGG | ISHARES CORE | $21.70万 | 0.03% | 2,190 | -11 | -0.5% | -$1,090 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $21.65万 | 0.03% | 10,051 | 393 | 4.1% | $8,465 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $20.71万 | 0.03% | 6,100 | 6,100 | — | $20.71万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.67万 | 0.03% | 7,782 | 7,782 | — | $20.67万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $20.57万 | 0.03% | 10,283 | 10,283 | — | $20.57万 | 新建仓 |
| INSW | INTERNATIONAL SEAWAYS INC | $20.12万 | 0.03% | 2,426 | 2,426 | — | $20.12万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $19.97万 | 0.03% | 11,445 | 26 | 0.2% | $454 | 加仓 |
| MCD | MCDONALDS CORP | $18.12万 | 0.03% | 583 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY COMPANY | $14.59万 | 0.02% | 702 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $14.46万 | 0.02% | 440 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY | $12.62万 | 0.02% | 452 | 0 | 0.0% | — | 不变 |
| BWXT | BWX TECHNOLOGIES | $12.45万 | 0.02% | 609 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $12.38万 | 0.02% | 3,015 | 0 | 0.0% | — | 不变 |
| TE | T1 ENERGY INC | $12.16万 | 0.02% | 25,324 | -399 | -1.6% | -$1,915 | 减仓 |
| NWL | NEWELL BRANDS INC | $11.28万 | 0.02% | 27,640 | 27,640 | — | $11.28万 | 新建仓 |
| WFC | WELLS FARGO | $10.53万 | 0.02% | 1,323 | 703 | 113.4% | $5.60万 | 加仓 |
| BX | BLACKSTONE INC | $10.11万 | 0.02% | 879 | 879 | — | $10.11万 | 新建仓 |
| PFE | PFIZER INC | $9.79万 | 0.02% | 3,486 | 0 | 0.0% | — | 不变 |
| — | PEAKSTONE REALTY | $8.82万 | 0.01% | 4,222 | -285 | -6.3% | -$5,954 | 减仓 |
| ISRG | INTUITIVE SURGICAL | $8.80万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| LXRX | LEXICON PHARMACEUTICALS INC | $8.05万 | 0.01% | 50,000 | 0 | 0.0% | — | 不变 |
| PGEN | PRECIGEN INC | $7.89万 | 0.01% | 18,966 | 0 | 0.0% | — | 不变 |
| ESGV | VANGUARD ESG | $7.63万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY | $7.46万 | 0.01% | 570 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $7.18万 | 0.01% | 253 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $6.66万 | 0.01% | 1,359 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP | $6.37万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD TOTAL | $6.22万 | 0.01% | 845 | 0 | 0.0% | — | 不变 |
| USB | U S BANCORP DE | $6.02万 | 0.01% | 1,157 | 1,064 | 1,144.1% | $5.53万 | 加仓 |
| SSNC | SS&C TECHNOLOGIES | $5.88万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD | $5.67万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY | $5.65万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA | $5.32万 | 0.01% | 61 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL | $5.10万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |