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 |
|---|---|---|---|---|---|---|---|---|
| IJK | ISHARES S&P | $5.04万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $5.02万 | 0.01% | 560 | -10,471 | -94.9% | -$93.81万 | 减仓 |
| VSGX | VANGUARD ESG | $4.62万 | 0.01% | 644 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $4.58万 | 0.01% | 492 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U S | $4.47万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA | $4.45万 | 0.01% | 914 | 0 | 0.0% | — | 不变 |
| APLE | APPLE HOSPITALITY | $4.42万 | 0.01% | 3,837 | 234 | 6.5% | $2,693 | 加仓 |
| — | WARNER BROS | $4.36万 | 0.01% | 1,588 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEVADA | $4.35万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD TOTAL | $4.25万 | 0.01% | 551 | 478 | 654.8% | $3.69万 | 加仓 |
| BNDX | VANGUARD TOTAL | $4.22万 | 0.01% | 878 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL | $4.13万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $3.87万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM | $3.83万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL | $3.83万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P | $3.75万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| QTEC | FIRST TRUST | $3.67万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP | $3.66万 | 0.01% | 1,276 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY | $3.58万 | 0.01% | 371 | -1,786 | -82.8% | -$17.21万 | 减仓 |
| FSK | FS KKR | $3.56万 | 0.01% | 3,496 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES | $3.43万 | 0.01% | 246 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET | $3.43万 | 0.01% | 258 | 68 | 35.8% | $9,033 | 加仓 |
| — | CREDIT SUISSE ASSET MGMT | $3.15万 | 0.01% | 12,287 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $3.03万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2.89万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| SECT | MAIN SECTOR | $2.81万 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.75万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER | $2.70万 | 0.00% | 157 | 1 | 0.6% | $172 | 加仓 |
| CTVA | CORTEVA INC | $2.66万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL | $2.60万 | 0.00% | 115 | 0 | 0.0% | — | 不变 |
| CLM | CORNERSTONE STRATEGIC | $2.49万 | 0.00% | 3,426 | 3,426 | — | $2.49万 | 新建仓 |
| NKE | NIKE INC | $2.48万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $2.35万 | 0.00% | 122 | -9,013 | -98.7% | -$173.85万 | 减仓 |
| CBZ | CBIZ INC | $2.35万 | 0.00% | 875 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY | $2.34万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX | $2.18万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MMM | 3M COMPANY | $2.18万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P | $2.11万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL | $2.08万 | 0.00% | 605 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL | $2.08万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EOS | EATON VANCE | $2.05万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $2.04万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO BULLETSHARES | $2.03万 | 0.00% | 1,039 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.99万 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD LONG | $1.99万 | 0.00% | 266 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $1.90万 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP | $1.88万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILITY | $1.84万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $1.82万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $1.81万 | 0.00% | 1,570 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH | $1.80万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CSQ | CALAMOS STRATEGIC | $1.71万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO FTSE | $1.71万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI | $1.68万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELECTRIC | $1.64万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL | $1.64万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BBN | BLACKROCK TXBL | $1.62万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED | $1.56万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P | $1.56万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS | $1.56万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.54万 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| GNL | GLOBAL NET | $1.54万 | 0.00% | 1,642 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE | $1.52万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $1.50万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL | $1.48万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1.44万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| OLP | ONE LIBERTY PPTYS INC | $1.36万 | 0.00% | 634 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY | $1.26万 | 0.00% | 195 | 195 | — | $1.26万 | 新建仓 |
| NI | NISOURCE INC | $1.20万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENL | $1.19万 | 0.00% | 100 | -5,422 | -98.2% | -$64.38万 | 减仓 |
| XRNPX | COHEN & STEERS | $1.19万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES U S | $1.18万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.13万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PECO | PHILLIPS EDISON | $1.12万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS | $1.10万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $1.10万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $1.04万 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES CONV | $1.04万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| — | INVESCO PHARMACEUTICALS | $1.04万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ALCO | ALICO INC | $1.01万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES MORNINGSTAR | $1.01万 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $1.01万 | 0.00% | 769 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.01万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $9,848 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT | $9,757 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON | $9,658 | 0.00% | 674 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES | $9,610 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS | $9,582 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES | $9,244 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES | $9,207 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR | $9,202 | 0.00% | 28 | 28 | — | $9,202 | 新建仓 |
| SPEM | STATE STREET | $9,147 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| IMKTA | INGLES MARKETS | $8,989 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $8,914 | 0.00% | 80 | -10,801 | -99.3% | -$120.35万 | 减仓 |
| IYK | ISHARES U S | $8,824 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINANCIAL | $8,611 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $8,608 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA REALTY | $8,604 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $8,523 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS | $8,421 | 0.00% | 2 | 0 | 0.0% | — | 不变 |