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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $3,460.57万 | 5.55% | 377,626 | 98,189 | 35.1% | $899.80万 | 加仓 |
| QQQ | INVESCO QQQ | $2,669.17万 | 4.28% | 39,997 | -4,303 | -9.7% | -$287.16万 | 减仓 |
| VUG | VANGUARD GROWTH | $2,363.82万 | 3.79% | 54,118 | 44,531 | 464.5% | $1,945.07万 | 加仓 |
| GLD | SPDR GOLD | $1,665.73万 | 2.67% | 39,308 | 2,943 | 8.1% | $124.71万 | 加仓 |
| SPY | STATE STREET | $1,649.89万 | 2.64% | 23,335 | 1,907 | 8.9% | $134.83万 | 加仓 |
| RSP | INVESCO S&P | $1,595.35万 | 2.56% | 78,420 | 34,845 | 80.0% | $708.87万 | 加仓 |
| AAPL | APPLE INC | $1,446.80万 | 2.32% | 53,585 | -3,470 | -6.1% | -$93.69万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $1,288.12万 | 2.06% | 96,279 | -38,376 | -28.5% | -$513.43万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,070.40万 | 1.72% | 95,240 | -14,623 | -13.3% | -$164.35万 | 减仓 |
| GOOGL | ALPHABET INC | $1,016.65万 | 1.63% | 26,420 | -4,298 | -14.0% | -$165.39万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1,008.25万 | 1.62% | 36,677 | -13,608 | -27.1% | -$374.09万 | 减仓 |
| AMLP | ALERIAN MLP | $994.98万 | 1.59% | 183,853 | 40,809 | 28.5% | $220.85万 | 加仓 |
| AMZN | AMAZON COM | $993.40万 | 1.59% | 37,607 | 573 | 1.5% | $15.14万 | 加仓 |
| IWN | ISHARES TR | $813.99万 | 1.30% | 39,181 | 21,692 | 124.0% | $450.65万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $778.75万 | 1.25% | 420,265 | 388,582 | 1,226.5% | $720.04万 | 加仓 |
| SPYM | STATE STREET | $772.96万 | 1.24% | 91,423 | -63,780 | -41.1% | -$539.24万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $772.71万 | 1.24% | 152,952 | 32,758 | 27.3% | $165.49万 | 加仓 |
| IWO | ISHARES RUSSELL | $684.66万 | 1.10% | 19,030 | -24,647 | -56.4% | -$886.75万 | 减仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $647.13万 | 1.04% | 128,373 | 2,036 | 1.6% | $10.26万 | 加仓 |
| XTL | SPDR SERIES TRUST | $645.56万 | 1.03% | 28,614 | 28,614 | — | $645.56万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $627.95万 | 1.01% | 63,155 | -3,296 | -5.0% | -$32.77万 | 减仓 |
| TBIL | RBB FD INC | $591.30万 | 0.95% | 118,617 | 63,300 | 114.4% | $315.55万 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $586.20万 | 0.94% | 43,564 | 8,826 | 25.4% | $118.76万 | 加仓 |
| SLV | ISHARES SILVER | $580.61万 | 0.93% | 87,070 | -22,556 | -20.6% | -$150.41万 | 减仓 |
| NVDA | NVIDIA CORP | $569.01万 | 0.91% | 29,039 | -350 | -1.2% | -$6.86万 | 减仓 |
| SGOV | ISHARES TR | $550.59万 | 0.88% | 54,692 | 7,974 | 17.1% | $80.27万 | 加仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $538.62万 | 0.86% | 106,278 | 65,287 | 159.3% | $330.87万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $516.12万 | 0.83% | 172,385 | 172,385 | — | $516.12万 | 新建仓 |
| — | EXXON MOBIL | $507.30万 | 0.81% | 32,300 | -1,086 | -3.3% | -$17.06万 | 减仓 |
| AAAU | GOLDMAN SACHS PHYSICAL GOLD | $472.59万 | 0.76% | 103,865 | -1,196 | -1.1% | -$5.44万 | 减仓 |
| MSFT | MICROSOFT CORP | $463.20万 | 0.74% | 11,490 | 245 | 2.2% | $9.88万 | 加仓 |
| MTUM | ISHARES TR | $460.13万 | 0.74% | 16,203 | 915 | 6.0% | $25.98万 | 加仓 |
| DIA | STATE STREET | $456.16万 | 0.73% | 9,198 | -1,164 | -11.2% | -$57.73万 | 减仓 |
| GVAL | CAMBRIA ETF TR | $455.48万 | 0.73% | 129,213 | 354 | 0.3% | $1.25万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $450.39万 | 0.72% | 60,464 | 5,851 | 10.7% | $43.58万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $394.07万 | 0.63% | 35,079 | 35,079 | — | $394.07万 | 新建仓 |
| VO | VANGUARD INDEX FDS | $385.81万 | 0.62% | 49,905 | 41,627 | 502.9% | $321.82万 | 加仓 |
| IVV | ISHARES CORE | $374.98万 | 0.60% | 5,204 | -2,137 | -29.1% | -$153.98万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $371.23万 | 0.60% | 144,785 | 90,025 | 164.4% | $230.82万 | 加仓 |
| META | META PLATFORMS | $369.60万 | 0.59% | 6,045 | -815 | -11.9% | -$49.83万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $366.00万 | 0.59% | 82,432 | 825 | 1.0% | $3.66万 | 加仓 |
| VT | VANGUARD TOTAL | $359.05万 | 0.58% | 23,757 | 13,311 | 127.4% | $201.18万 | 加仓 |
| EWH | ISHARES INC | $352.30万 | 0.56% | 148,524 | 148,524 | — | $352.30万 | 新建仓 |
| TLT | ISHARES 20 | $350.84万 | 0.56% | 40,977 | 387 | 1.0% | $3.31万 | 加仓 |
| EWY | ISHARES MSCI | $336.97万 | 0.54% | 20,963 | 8,138 | 63.5% | $130.81万 | 加仓 |
| USFR | WISDOMTREE TR | $334.72万 | 0.54% | 66,479 | 16,512 | 33.0% | $83.14万 | 加仓 |
| T | AT&T INC | $330.12万 | 0.53% | 125,406 | 56,840 | 82.9% | $149.63万 | 加仓 |
| LLY | ELI LILLY | $327.66万 | 0.53% | 3,509 | -36 | -1.0% | -$3.36万 | 减仓 |
| SMH | VANECK ETF TRUST | $325.44万 | 0.52% | 6,423 | 4,022 | 167.5% | $203.79万 | 加仓 |
| ICOP | ISHARES TR | $325.15万 | 0.52% | 65,304 | 65,304 | — | $325.15万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $315.84万 | 0.51% | 22,704 | -559 | -2.4% | -$7.78万 | 减仓 |
| NFLX | NETFLIX INC | $313.14万 | 0.50% | 33,450 | 17,467 | 109.3% | $163.51万 | 加仓 |
| COWZ | PACER FDS TR | $306.86万 | 0.49% | 48,317 | 48,317 | — | $306.86万 | 新建仓 |
| COST | COSTCO WHOLESALE | $306.60万 | 0.49% | 3,022 | -613 | -16.9% | -$62.19万 | 减仓 |
| V | VISA INC | $302.51万 | 0.48% | 9,211 | -35 | -0.4% | -$1.15万 | 减仓 |
| XLU | STATE STREET | $295.89万 | 0.47% | 63,201 | 61,034 | 2,816.5% | $285.74万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $292.58万 | 0.47% | 7,897 | -2,575 | -24.6% | -$95.40万 | 减仓 |
| IWM | ISHARES TR | $288.26万 | 0.46% | 10,370 | -7,098 | -40.6% | -$197.31万 | 减仓 |
| VTI | VANGUARD TOTAL | $278.95万 | 0.45% | 7,918 | 7,556 | 2,087.3% | $266.20万 | 加仓 |
| GDX | VANECK ETF TRUST | $276.68万 | 0.44% | 31,337 | -13,341 | -29.9% | -$117.79万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $274.03万 | 0.44% | 23,520 | 1 | 0.0% | $117 | 加仓 |
| BABA | ALIBABA GROUP | $266.95万 | 0.43% | 20,243 | 10,788 | 114.1% | $142.26万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $265.24万 | 0.43% | 34,758 | -7,845 | -18.4% | -$59.87万 | 减仓 |
| RONB | BARON ETF TR | $256.85万 | 0.41% | 110,711 | 110,711 | — | $256.85万 | 新建仓 |
| PKW | INVESCO EXCHANGE TRADED FD T | $250.88万 | 0.40% | 18,075 | -1,603 | -8.1% | -$22.25万 | 减仓 |
| XLF | STATE STREET | $245.21万 | 0.39% | 47,047 | 46,903 | 32,571.5% | $244.46万 | 加仓 |
| IBM | INTL BUSINESS | $232.67万 | 0.37% | 9,854 | 1,098 | 12.5% | $25.93万 | 加仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $228.91万 | 0.37% | 37,588 | -34,829 | -48.1% | -$212.11万 | 减仓 |
| HECA | ETF OPPORTUNITIES TRUST | $225.83万 | 0.36% | 81,439 | 81,439 | — | $225.83万 | 新建仓 |
| NET | CLOUDFLARE INC | $221.96万 | 0.36% | 10,828 | -540 | -4.8% | -$11.07万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $221.90万 | 0.36% | 27,368 | -13,857 | -33.6% | -$112.35万 | 减仓 |
| WEC | WEC ENERGY | $220.35万 | 0.35% | 18,753 | 14,948 | 392.9% | $175.64万 | 加仓 |
| ADBE | ADOBE INC | $219.28万 | 0.35% | 8,910 | 8,910 | — | $219.28万 | 新建仓 |
| WMT | WALMART INC | $217.42万 | 0.35% | 16,480 | -259 | -1.5% | -$3.42万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $215.26万 | 0.35% | 24,866 | 4,569 | 22.5% | $39.55万 | 加仓 |
| TSLA | TESLA INC | $212.84万 | 0.34% | 5,587 | 6 | 0.1% | $2,286 | 加仓 |
| MO | ALTRIA GROUP | $211.97万 | 0.34% | 29,273 | 22 | 0.1% | $1,593 | 加仓 |
| LIT | GLOBAL X FDS | $207.46万 | 0.33% | 23,511 | 16,941 | 257.9% | $149.49万 | 加仓 |
| OIH | VANECK ETF TRUST | $199.47万 | 0.32% | 4,450 | 4,450 | — | $199.47万 | 新建仓 |
| AVGO | BROADCOM INC | $197.38万 | 0.32% | 4,728 | -983 | -17.2% | -$41.04万 | 减仓 |
| OILK | PROSHARES TR | $190.97万 | 0.31% | 32,318 | -16,068 | -33.2% | -$94.95万 | 减仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $189.94万 | 0.30% | 10,564 | 10,564 | — | $189.94万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $188.69万 | 0.30% | 31,632 | 2,757 | 9.5% | $16.45万 | 加仓 |
| EEM | ISHARES MSCI | $188.21万 | 0.30% | 29,414 | 19,761 | 204.7% | $126.44万 | 加仓 |
| TIP | ISHARES TIPS | $187.18万 | 0.30% | 16,780 | 9,312 | 124.7% | $103.88万 | 加仓 |
| HD | HOME DEPOT INC | $183.83万 | 0.29% | 5,591 | 1 | 0.0% | $329 | 加仓 |
| IAU | ISHARES GOLD TR | $183.67万 | 0.29% | 21,148 | -42,478 | -66.8% | -$368.91万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $180.65万 | 0.29% | 58,556 | 58,556 | — | $180.65万 | 新建仓 |
| UFO | PROCURE ETF TRUST II | $179.84万 | 0.29% | 34,819 | 34,819 | — | $179.84万 | 新建仓 |
| PBW | INVESCO WILDERHILL | $179.16万 | 0.29% | 46,875 | 46,742 | 35,144.4% | $178.65万 | 加仓 |
| QTUM | ETF SER SOLUTIONS | $177.60万 | 0.28% | 13,251 | 78 | 0.6% | $1.05万 | 加仓 |
| — | GLOBAL X FDS | $176.11万 | 0.28% | 45,661 | 45,661 | — | $176.11万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIE | $173.79万 | 0.28% | 23,294 | 23,268 | 89,492.3% | $173.59万 | 加仓 |
| JD | JD.COM INC | $171.27万 | 0.27% | 56,488 | 47,686 | 541.8% | $144.58万 | 加仓 |
| JPM | JPMORGAN CHASE | $167.39万 | 0.27% | 5,390 | -2,192 | -28.9% | -$68.07万 | 减仓 |
| WM | WASTE MANAGEMENT | $166.41万 | 0.27% | 7,157 | 7,069 | 8,033.0% | $164.37万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $166.00万 | 0.27% | 22,463 | 22,463 | — | $166.00万 | 新建仓 |
| FIVE | FIVE BELOW | $164.83万 | 0.26% | 6,996 | -2,120 | -23.3% | -$49.95万 | 减仓 |
| XLV | STATE STREET | $164.61万 | 0.26% | 11,275 | -1,823 | -13.9% | -$26.62万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $164.02万 | 0.26% | 1,995 | 1,995 | — | $164.02万 | 新建仓 |