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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $8,303 | 0.00% | 70 | -12,353 | -99.4% | -$146.52万 | 减仓 |
| CMC | COMMERCIAL METALS | $8,232 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD | $8,214 | 0.00% | 345 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION | $7,651 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PPTYS | $7,640 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE | $7,605 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| — | BARINGS CORP | $7,327 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $7,101 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X | $7,098 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $7,093 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $7,072 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | DUPONT DE | $7,007 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET | $6,997 | 0.00% | 866 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS | $6,986 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE | $6,932 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X | $6,900 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINANCIAL | $6,896 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $6,793 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $6,743 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIRLINES | $6,648 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN | $6,648 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $6,372 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| MUA | BLACKROCK MUNIASSETS | $6,249 | 0.00% | 589 | 589 | — | $6,249 | 新建仓 |
| SIRI | SIRIUSXM HOLDINGS | $6,162 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV | $6,070 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS | $5,890 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON | $5,864 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT | $5,844 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE | $5,764 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX COMPANY | $5,700 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $5,676 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORP | $5,674 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| DIV | GLOBAL X | $5,670 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON | $5,659 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XCHYX | CALAMOS CONVERTIBLE | $5,445 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10YR | $5,154 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $5,135 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X | $5,010 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| STT | STATE STREET | $4,936 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE | $4,894 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN | $4,802 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET | $4,521 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X | $4,445 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET | $4,379 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD VALUE | $4,316 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| PBT | PERMIAN BASIN | $4,304 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $4,280 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA | $4,251 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $4,193 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL | $3,977 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| BANC | BANC CALIFORNIA | $3,956 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL | $3,929 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| EDIV | STATE STREET | $3,869 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| HYLB | XTRACKERS USD | $3,833 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH | $3,806 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| JRI | NUVEEN REAL | $3,801 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| BAM | BROOKFIELD ASSET | $3,734 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS | $3,701 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL | $3,460 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER | $3,456 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS | $3,432 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 | $3,359 | 0.00% | 209 | 209 | — | $3,359 | 新建仓 |
| ALK | ALASKA AIR | $3,273 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP | $3,230 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| BBEU | JPMORGAN BUILDERS | $3,186 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| NFJ | VIRTUS DIVID | $3,153 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES | $2,954 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE | $2,929 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON CO | $2,886 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS | $2,774 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $2,750 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $2,709 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS | $2,702 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS | $2,678 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND | $2,515 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER JM | $2,507 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS | $2,488 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $2,417 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP | $2,410 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE | $2,383 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVESTMENT | $2,348 | 0.00% | 523 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEMICAL | $2,289 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| JJSF | J & J SNACK | $2,219 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| BBCA | JPMORGAN BETABUILDERS | $2,163 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED | $2,132 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS | $1,993 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES | $1,977 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT | $1,976 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA | $1,952 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $1,929 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP | $1,927 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TNC | TENNANT CO | $1,926 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET | $1,908 | 0.00% | 20 | 20 | — | $1,908 | 新建仓 |
| CALM | CAL MAINE FOODS | $1,900 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | NEUBERGER REAL | $1,891 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE | $1,870 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| NGG | NATIONAL GRID | $1,861 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VSNT | VERSANT MEDIA | $1,851 | 0.00% | 50 | 50 | — | $1,851 | 新建仓 |
| A | AGILENT TECHNOLOGIES | $1,824 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $1,806 | 0.00% | 12 | 0 | 0.0% | — | 不变 |