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 |
|---|---|---|---|---|---|---|---|---|
| IEI | ISHARES TR | $38.45万 | 0.06% | 3,274 | -135 | -4.0% | -$1.59万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $37.43万 | 0.06% | 1,859 | -22 | -1.2% | -$4,430 | 减仓 |
| NJR | NEW JERSEY | $36.07万 | 0.06% | 6,437 | 31 | 0.5% | $1,737 | 加仓 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $35.53万 | 0.06% | 8,237 | -206 | -2.4% | -$8,887 | 减仓 |
| FE | FIRSTENERGY CORP | $35.31万 | 0.06% | 7,427 | -433 | -5.5% | -$2.06万 | 减仓 |
| PM | PHILIP MORRIS | $35.14万 | 0.06% | 1,942 | 119 | 6.5% | $2.15万 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $33.91万 | 0.05% | 8,661 | -69 | -0.8% | -$2,701 | 减仓 |
| MP | MP MATERIALS CORP | $33.83万 | 0.05% | 6,040 | -76 | -1.2% | -$4,257 | 减仓 |
| XLY | STATE STREET | $33.42万 | 0.05% | 2,850 | 104 | 3.8% | $1.22万 | 加仓 |
| RCL | ROYAL CARIBBEAN | $33.34万 | 0.05% | 1,050 | 0 | 0.0% | — | 不变 |
| FTXR | FIRST TR EXCHANGE TRADED FD | $32.86万 | 0.05% | 7,210 | -347 | -4.6% | -$1.58万 | 减仓 |
| XLI | STATE STREET | $32.66万 | 0.05% | 1,763 | -1,884 | -51.7% | -$34.91万 | 减仓 |
| MAGS | LISTED FDS TR | $31.98万 | 0.05% | 4,974 | -55 | -1.1% | -$3,536 | 减仓 |
| CCJ | CAMECO CORP | $31.84万 | 0.05% | 3,126 | 182 | 6.2% | $1.85万 | 加仓 |
| HEI | HEICO CORP NEW | $31.66万 | 0.05% | 889 | 0 | 0.0% | — | 不变 |
| NPK | NATIONAL PRESTO INDS INC | $31.61万 | 0.05% | 2,529 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $30.48万 | 0.05% | 5,739 | -25,893 | -81.9% | -$137.53万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $30.33万 | 0.05% | 6,405 | -875 | -12.0% | -$4.14万 | 减仓 |
| MS | MORGAN STANLEY | $29.98万 | 0.05% | 1,434 | -10 | -0.7% | -$2,090 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $29.89万 | 0.05% | 296 | -2 | -0.7% | -$2,020 | 减仓 |
| CL | COLGATE-PALMOLIVE | $29.47万 | 0.05% | 3,214 | 18 | 0.6% | $1,650 | 加仓 |
| BTI | BRITISH AMERN | $28.90万 | 0.05% | 4,679 | 4,670 | 51,888.9% | $28.84万 | 加仓 |
| ADP | AUTOMATIC DATA | $28.78万 | 0.05% | 1,285 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $28.12万 | 0.04% | 3,891 | 0 | 0.0% | — | 不变 |
| BBAI | BIGBEAR AI HLDGS INC | $28.11万 | 0.04% | 76,597 | 2,258 | 3.0% | $8,287 | 加仓 |
| QMOM | EA SERIES TRUST | $27.89万 | 0.04% | 3,543 | -165 | -4.4% | -$1.30万 | 减仓 |
| SHV | ISHARES TR | $27.72万 | 0.04% | 2,512 | -1,393 | -35.7% | -$15.37万 | 减仓 |
| AWK | AMERICAN WATER | $27.69万 | 0.04% | 2,104 | -52 | -2.4% | -$6,844 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $27.63万 | 0.04% | 5,059 | -61 | -1.2% | -$3,332 | 减仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $27.24万 | 0.04% | 10,645 | 362 | 3.5% | $9,264 | 加仓 |
| SMH | VANECK ETF TRUST | $27.13万 | 0.04% | 414 | -6,009 | -93.6% | -$393.72万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $27.05万 | 0.04% | 1,105 | 5 | 0.5% | $1,224 | 加仓 |
| SCHD | SCHWAB US | $26.87万 | 0.04% | 8,474 | -807 | -8.7% | -$2.56万 | 减仓 |
| UPS | UNITED PARCEL | $26.63万 | 0.04% | 2,477 | 16 | 0.7% | $1,720 | 加仓 |
| BDX | BECTON DICKINSON | $26.13万 | 0.04% | 1,727 | 7 | 0.4% | $1,059 | 加仓 |
| GNRC | GENERAC HLDGS INC | $25.83万 | 0.04% | 882 | -1 | -0.1% | -$293 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $25.58万 | 0.04% | 5,059 | -2,128 | -29.6% | -$10.76万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $25.30万 | 0.04% | 9,891 | 9,891 | — | $25.30万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $25.30万 | 0.04% | 7,016 | 0 | 0.0% | — | 不变 |
| VTES | VANGUARD WELLINGTON FD | $24.24万 | 0.04% | 2,393 | 11 | 0.5% | $1,114 | 加仓 |
| B | BARRICK MNG CORP | $24.05万 | 0.04% | 6,549 | -813 | -11.0% | -$2.99万 | 减仓 |
| CARR | CARRIER GLOBAL | $24.04万 | 0.04% | 3,278 | 3,202 | 4,213.2% | $23.49万 | 加仓 |
| JPLD | J P MORGAN EXCHANGE TRADED F | $23.97万 | 0.04% | 4,592 | 4,592 | — | $23.97万 | 新建仓 |
| — | EA SERIES TRUST | $23.92万 | 0.04% | 1,961 | 1,961 | — | $23.92万 | 新建仓 |
| TE | T1 ENERGY INC | $23.91万 | 0.04% | 25,224 | -100 | -0.4% | -$948 | 减仓 |
| EWW | ISHARES INC | $23.59万 | 0.04% | 3,134 | -25 | -0.8% | -$1,882 | 减仓 |
| PRIM | PRIMORIS SVCS CORP | $23.51万 | 0.04% | 2,372 | 2,372 | — | $23.51万 | 新建仓 |
| ROKU | ROKU INC | $23.44万 | 0.04% | 1,697 | -19,361 | -91.9% | -$267.45万 | 重新持有 |
| SHY | ISHARES TR | $23.26万 | 0.04% | 2,833 | -159 | -5.3% | -$1.31万 | 减仓 |
| — | ISHARES ETHEREUM TR | $22.86万 | 0.04% | 19,222 | -7,200 | -27.3% | -$8.56万 | 减仓 |
| — | FRANKLIN TEMPLETON ETF TR | $22.79万 | 0.04% | 9,476 | -670 | -6.6% | -$1.61万 | 减仓 |
| PEP | PEPSICO INC | $22.61万 | 0.04% | 1,670 | -27 | -1.6% | -$3,656 | 减仓 |
| — | INVESCO CURRENCYSHARES BRIT | $22.59万 | 0.04% | 1,770 | -43 | -2.4% | -$5,489 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $22.43万 | 0.04% | 670 | -494 | -42.4% | -$16.54万 | 减仓 |
| TJX | TJX COS INC NEW | $22.37万 | 0.04% | 1,477 | -83 | -5.3% | -$1.26万 | 减仓 |
| ALB | ALBEMARLE CORP | $22.24万 | 0.04% | 1,647 | 179 | 12.2% | $2.42万 | 加仓 |
| XLC | SELECT SECTOR SPDR TR | $22.17万 | 0.04% | 2,069 | -21,451 | -91.2% | -$229.83万 | 减仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $21.96万 | 0.04% | 10,312 | 261 | 2.6% | $5,559 | 加仓 |
| TAXF | AMERICAN CENTY ETF TR | $21.43万 | 0.03% | 4,216 | 4,216 | — | $21.43万 | 新建仓 |
| — | ETF OPPORTUNITIES TRUST | $21.27万 | 0.03% | 6,786 | 6,786 | — | $21.27万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $21.10万 | 0.03% | 6,337 | -3,166 | -33.3% | -$10.54万 | 减仓 |
| U | UNITY SOFTWARE INC | $20.95万 | 0.03% | 7,331 | 7,331 | — | $20.95万 | 新建仓 |
| SCHM | SCHWAB STRATEGIC TR | $20.92万 | 0.03% | 5,673 | -427 | -7.0% | -$1.57万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $20.81万 | 0.03% | 22,159 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $20.46万 | 0.03% | 90 | 89 | 8,900.0% | $20.24万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $20.25万 | 0.03% | 7,309 | -473 | -6.1% | -$1.31万 | 减仓 |
| AMGN | AMGEN INC | $20.24万 | 0.03% | 559 | -29 | -4.9% | -$1.05万 | 重新持有 |
| BB | BLACKBERRY LTD | $19.40万 | 0.03% | 15,339 | 15,339 | — | $19.40万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $19.11万 | 0.03% | 11,445 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $18.25万 | 0.03% | 718 | -1,353 | -65.3% | -$34.38万 | 减仓 |
| TSCO | TRACTOR SUPPLY | $16.29万 | 0.03% | 5,155 | 25 | 0.5% | $790 | 加仓 |
| MCD | MCDONALDS CORP | $15.89万 | 0.03% | 588 | 5 | 0.9% | $1,352 | 加仓 |
| CSX | CSX CORP | $14.33万 | 0.02% | 3,015 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORP | $13.98万 | 0.02% | 444 | 4 | 0.9% | $1,259 | 加仓 |
| VXUS | VANGUARD TOTAL | $12.78万 | 0.02% | 1,495 | 944 | 171.3% | $8.07万 | 加仓 |
| HSY | HERSHEY COMPANY | $12.32万 | 0.02% | 702 | 0 | 0.0% | — | 不变 |
| LXRX | LEXICON PHARMACEUTICALS INC | $12.00万 | 0.02% | 50,000 | 0 | 0.0% | — | 不变 |
| NWL | NEWELL BRANDS INC | $11.97万 | 0.02% | 19,489 | -8,151 | -29.5% | -$5.00万 | 减仓 |
| BWXT | BWX TECHNOLOGIES | $11.85万 | 0.02% | 609 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO | $10.97万 | 0.02% | 1,327 | 4 | 0.3% | $331 | 加仓 |
| PGEN | PRECIGEN INC | $10.81万 | 0.02% | 18,966 | 0 | 0.0% | — | 不变 |
| BA | BOEING COMPANY | $10.76万 | 0.02% | 497 | -913 | -64.8% | -$19.76万 | 减仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $10.74万 | 0.02% | 10,023 | 10,023 | — | $10.74万 | 新建仓 |
| GE | GE AEROSPACE | $10.50万 | 0.02% | 281 | 28 | 11.1% | $1.05万 | 加仓 |
| BX | BLACKSTONE INC | $10.44万 | 0.02% | 887 | 8 | 0.9% | $942 | 加仓 |
| CEG | CONSTELLATION ENERGY | $10.11万 | 0.02% | 407 | -45 | -10.0% | -$1.12万 | 减仓 |
| ESGV | VANGUARD ESG | $8.99万 | 0.01% | 680 | 0 | 0.0% | — | 不变 |
| SEI | SOLARIS ENERGY | $8.05万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA | $7.99万 | 0.01% | 68 | 7 | 11.5% | $8,224 | 加仓 |
| ISRG | INTUITIVE SURGICAL | $7.60万 | 0.01% | 191 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY | $7.22万 | 0.01% | 570 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP | $7.15万 | 0.01% | 300 | 0 | 0.0% | — | 不变 |
| USB | U S BANCORP DE | $7.05万 | 0.01% | 1,167 | 10 | 0.9% | $604 | 加仓 |
| BND | VANGUARD TOTAL | $6.20万 | 0.01% | 845 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY | $6.06万 | 0.01% | 3,603 | -234 | -6.1% | -$3,934 | 减仓 |
| IJK | ISHARES S&P | $5.88万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $5.72万 | 0.01% | 560 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST | $5.69万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINANCIAL | $5.63万 | 0.01% | 522 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $5.60万 | 0.01% | 1,202 | -157 | -11.6% | -$7,319 | 减仓 |