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 |
|---|---|---|---|---|---|---|---|---|
| HWM | HOWMET AEROSPACE | $8,872 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| IMKTA | INGLES MARKETS | $8,858 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $8,461 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS | $8,409 | 0.00% | 134 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $7,996 | 0.00% | 144 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $7,993 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $7,969 | 0.00% | 229 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES | $7,896 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS | $7,887 | 0.00% | 267 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HOLDINGS | $7,792 | 0.00% | 689 | -80 | -10.4% | -$905 | 减仓 |
| DELL | DELL TECHNOLOGIES | $7,766 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| XLF | STATE STREET | $7,703 | 0.00% | 144 | -46,903 | -99.7% | -$250.90万 | 减仓 |
| HPQ | HP INC | $7,701 | 0.00% | 351 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE | $7,624 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| UNP | UNION PACIFIC CORP | $7,616 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINANCIAL | $7,473 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | BARINGS CORP | $7,463 | 0.00% | 425 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO | $7,404 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINANCIAL | $7,258 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV | $7,126 | 0.00% | 544 | 0 | 0.0% | — | 不变 |
| HOG | HARLEY DAVIDSON | $7,093 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD MATERIALS | $7,092 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| MLPX | GLOBAL X | $7,071 | 0.00% | 96 | 0 | 0.0% | — | 不变 |
| — | WESTERN ASSET | $7,041 | 0.00% | 866 | 0 | 0.0% | — | 不变 |
| PFFD | GLOBAL X | $7,009 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| XCHYX | CALAMOS CONVERTIBLE | $6,810 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE | $6,782 | 0.00% | 50 | -103 | -67.3% | -$1.40万 | 减仓 |
| STT | STATE STREET | $6,614 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MUA | BLACKROCK MUNIASSETS | $6,485 | 0.00% | 589 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS | $6,279 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $6,034 | 0.00% | 380 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT | $5,877 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE | $5,760 | 0.00% | 90 | 9 | 11.1% | $576 | 加仓 |
| DIV | GLOBAL X | $5,715 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORP | $5,701 | 0.00% | 666 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN | $5,604 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON | $5,532 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODUCTS | $5,514 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| LLYVK | LIBERTY LIVE | $5,493 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTERNATIONAL | $5,379 | 0.00% | 93 | 24 | 34.8% | $1,388 | 加仓 |
| AGG | ISHARES CORE | $5,345 | 0.00% | 54 | -2,136 | -97.5% | -$21.14万 | 减仓 |
| CLX | CLOROX COMPANY | $5,249 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| IEF | ISHARES 7-10YR | $5,106 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN | $5,100 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH | $5,027 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| PBT | PERMIAN BASIN | $5,008 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS | $4,959 | 0.00% | 14 | 4 | 40.0% | $1,417 | 加仓 |
| MLPA | GLOBAL X | $4,936 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TRUST | $4,844 | 0.00% | 36 | 36 | — | $4,844 | 新建仓 |
| VTV | VANGUARD VALUE | $4,794 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FXU | FIRST TRUST | $4,786 | 0.00% | 97 | 97 | — | $4,786 | 新建仓 |
| MGM | MGM RESORTS | $4,781 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA | $4,757 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD SMALL | $4,754 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | GLOBAL X | $4,689 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ROBT | FIRST TRUST | $4,670 | 0.00% | 83 | 83 | — | $4,670 | 新建仓 |
| ALK | ALASKA AIR | $4,646 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES AEROSPACE | $4,606 | 0.00% | 19 | 19 | — | $4,606 | 新建仓 |
| BANC | BANC CALIFORNIA | $4,597 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELECTRIC | $4,581 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| XLB | STATE STREET | $4,454 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| TDC | TERADATA CORP | $4,366 | 0.00% | 126 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $4,312 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET | $4,305 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| DOW | DOW INC | $4,186 | 0.00% | 153 | 0 | 0.0% | — | 不变 |
| EDIV | STATE STREET | $4,014 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| JRI | NUVEEN REAL | $4,005 | 0.00% | 309 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 | $3,896 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| HYLB | XTRACKERS USD | $3,871 | 0.00% | 106 | 0 | 0.0% | — | 不变 |
| NFJ | VIRTUS DIVID | $3,798 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FREIGHT | $3,775 | 0.00% | 25 | 25 | — | $3,775 | 新建仓 |
| BAM | BROOKFIELD ASSET | $3,767 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL | $3,558 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| BBEU | JPMORGAN BUILDERS | $3,422 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS | $3,390 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $3,241 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NOK | NOKIA CORP | $3,187 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| PSA | PUBLIC STORAGE | $3,183 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| DCI | DONALDSON CO | $3,052 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER JM | $2,925 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| RQI | COHEN & STEERS | $2,834 | 0.00% | 230 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS | $2,776 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE | $2,721 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| NATL | NCR ATLEOS | $2,691 | 0.00% | 62 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER | $2,655 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| LLYVA | LIBERTY LIVE | $2,633 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP | $2,591 | 0.00% | 27 | -20,216 | -99.9% | -$194.00万 | 减仓 |
| TNC | TENNANT CO | $2,539 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED | $2,481 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECHNOLOGIES | $2,450 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PSMT | PRICESMART INC | $2,344 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT | $2,342 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP | $2,331 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| BBCA | JPMORGAN BETABUILDERS | $2,286 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FWONA | LIBERTY MEDIA | $2,189 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS | $2,184 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES | $2,125 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE | $2,111 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| JJSF | J & J SNACK | $2,056 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| — | SERVICE PROPERTIES | $2,029 | 0.00% | 1,201 | 0 | 0.0% | — | 不变 |