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 |
|---|---|---|---|---|---|---|---|---|
| SSNC | SS&C TECHNOLOGIES | $5.40万 | 0.01% | 870 | 0 | 0.0% | — | 不变 |
| VSGX | VANGUARD ESG | $5.30万 | 0.01% | 644 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA | $5.21万 | 0.01% | 914 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL | $4.94万 | 0.01% | 458 | 0 | 0.0% | — | 不变 |
| XLK | STATE STREET | $4.91万 | 0.01% | 258 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE U S | $4.82万 | 0.01% | 500 | 0 | 0.0% | — | 不变 |
| RGLD | ROYAL GOLD | $4.44万 | 0.01% | 223 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES S&P | $4.33万 | 0.01% | 317 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD TOTAL | $4.25万 | 0.01% | 878 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS | $4.23万 | 0.01% | 1,588 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETROLEUM | $4.01万 | 0.01% | 157 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP | $3.95万 | 0.01% | 344 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $3.81万 | 0.01% | 492 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL | $3.79万 | 0.01% | 93 | 3 | 3.3% | $1,222 | 加仓 |
| FSK | FS KKR | $3.67万 | 0.01% | 3,496 | 0 | 0.0% | — | 不变 |
| FNV | FRANCO NEVADA | $3.67万 | 0.01% | 176 | 0 | 0.0% | — | 不变 |
| DIS | WALT DISNEY | $3.57万 | 0.01% | 371 | 0 | 0.0% | — | 不变 |
| SECT | MAIN SECTOR | $3.35万 | 0.01% | 465 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRUMENTS | $3.16万 | 0.01% | 106 | 8 | 8.2% | $2,385 | 加仓 |
| CMCSA | COMCAST CORP | $3.13万 | 0.01% | 1,276 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES | $3.11万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| — | CREDIT SUISSE ASSET MGMT | $3.05万 | 0.00% | 12,287 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $2.93万 | 0.00% | 298 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $2.88万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| CBZ | CBIZ INC | $2.81万 | 0.00% | 875 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER | $2.75万 | 0.00% | 158 | 1 | 0.6% | $174 | 加仓 |
| CLM | CORNERSTONE STRATEGIC | $2.74万 | 0.00% | 3,630 | 204 | 6.0% | $1,542 | 加仓 |
| CTVA | CORTEVA INC | $2.69万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH | $2.59万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYSTEMS | $2.58万 | 0.00% | 220 | 19 | 9.5% | $2,232 | 加仓 |
| Q | QNITY ELECTRONICS | $2.58万 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINANCIAL | $2.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINANCIAL | $2.45万 | 0.00% | 605 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORP | $2.31万 | 0.00% | 122 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $2.28万 | 0.00% | 219 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY | $2.27万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P | $2.27万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EOS | EATON VANCE | $2.20万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $2.18万 | 0.00% | 1,570 | 0 | 0.0% | — | 不变 |
| LQD | ISHARES IBOXX | $2.18万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES EXPANDED | $2.16万 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $2.15万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| FXL | FIRST TRUST | $2.09万 | 0.00% | 96 | 96 | — | $2.09万 | 新建仓 |
| CSQ | CALAMOS STRATEGIC | $2.06万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO BULLETSHARES | $2.03万 | 0.00% | 1,039 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $2.02万 | 0.00% | 493 | 23 | 4.9% | $944 | 加仓 |
| PRF | INVESCO FTSE | $1.95万 | 0.00% | 360 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $1.92万 | 0.00% | 245 | 15 | 6.5% | $1,173 | 加仓 |
| MAR | MARRIOTT INTL | $1.85万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES MSCI | $1.80万 | 0.00% | 173 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR | $1.79万 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILITY | $1.79万 | 0.00% | 146 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP | $1.78万 | 0.00% | 515 | 0 | 0.0% | — | 不变 |
| FXH | FIRST TRUST | $1.77万 | 0.00% | 145 | 145 | — | $1.77万 | 新建仓 |
| — | SOL STRATEGIES INC | $1.77万 | 0.00% | 15,114 | 15,114 | — | $1.77万 | 新建仓 |
| ABBV | ABBVIE INC | $1.74万 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELECTRIC | $1.71万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| DNP | DNP SELECT | $1.62万 | 0.00% | 1,500 | -41,974 | -96.5% | -$45.29万 | 减仓 |
| BBN | BLACKROCK TXBL | $1.62万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD REAL | $1.61万 | 0.00% | 167 | 0 | 0.0% | — | 不变 |
| CGW | INVESCO S&P | $1.60万 | 0.00% | 244 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $1.57万 | 0.00% | 50 | -3,954 | -98.8% | -$123.82万 | 减仓 |
| HPE | HEWLETT PACKARD | $1.56万 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| OLP | ONE LIBERTY PPTYS INC | $1.55万 | 0.00% | 634 | 0 | 0.0% | — | 不变 |
| ORLY | O REILLY AUTOMOTIVE | $1.52万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO | $1.49万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| PPL | PPL CORP | $1.47万 | 0.00% | 404 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $1.40万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLINES | $1.36万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IYJ | ISHARES U S | $1.33万 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL | $1.28万 | 0.00% | 57 | -58 | -50.4% | -$1.30万 | 减仓 |
| HONA | HONEYWELL AEROSPACE | $1.26万 | 0.00% | 57 | 57 | — | $1.26万 | 新建仓 |
| PECO | PHILLIPS EDISON | $1.25万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES CONV | $1.24万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| NI | NISOURCE INC | $1.22万 | 0.00% | 257 | 0 | 0.0% | — | 不变 |
| XRNPX | COHEN & STEERS | $1.22万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CQP | CHENIERE ENERGY | $1.20万 | 0.00% | 197 | 2 | 1.0% | $122 | 加仓 |
| GNL | GLOBAL NET | $1.20万 | 0.00% | 1,340 | -302 | -18.4% | -$2,700 | 减仓 |
| — | INVESCO PHARMACEUTICALS | $1.18万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.17万 | 0.00% | 12 | 1 | 9.1% | $978 | 加仓 |
| DG | DOLLAR GENL | $1.15万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $1.14万 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| GM | GENERAL MOTORS | $1.14万 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $1.13万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES | $1.09万 | 0.00% | 120 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $1.08万 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| ALCO | ALICO INC | $1.02万 | 0.00% | 246 | 0 | 0.0% | — | 不变 |
| SWBI | SMITH & WESSON | $1.01万 | 0.00% | 674 | 0 | 0.0% | — | 不变 |
| SPEM | STATE STREET | $1.01万 | 0.00% | 195 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION | $9,957 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PPTYS | $9,951 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| SCHO | SCHWAB SHORT | $9,704 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS | $9,637 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| AKR | ACADIA REALTY | $9,410 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIRLINES | $9,366 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| IYK | ISHARES U S | $9,155 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $9,143 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES MORNINGSTAR | $9,068 | 0.00% | 184 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW | $8,990 | 0.00% | 50 | -6,946 | -99.3% | -$124.89万 | 减仓 |
| BKNG | BOOKING HOLDINGS | $8,912 | 0.00% | 50 | 0 | 0.0% | — | 不变 |