Fortis Capital Advisors, LLC
PRAIRIE VILLAGE KS · SEC CIK 0001959790
$7.63亿2026Q1 申报市值
371持仓数
37.4%前十大占比 · 第一大 5.6%
103 / 44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
RLY 新建仓+$557.59万
GLTR 新建仓+$502.27万
IJH 加仓+$468.33万
NVDA 加仓+$453.25万
BIL 加仓+$447.33万
2026Q1 卖出最多 按季末市值估算
FNDX 减仓-$558.89万
SCHX 减仓-$336.49万
OIH 减仓-$183.51万
NU 清仓-$178.06万
FXI 清仓-$173.97万
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 |
|---|---|---|---|---|---|---|---|---|
| RLY | SSGA ACTIVE ETF TR | $557.59万 | 0.73% | 154,244 | 154,244 | — | $557.59万 | 新建仓 |
| IJH | ISHARES TR | $572.13万 | 0.75% | 84,722 | 69,351 | 451.2% | $468.33万 | 加仓 |
| VB | VANGUARD INDEX FDS | $578.05万 | 0.76% | 22,069 | 6,617 | 42.8% | $173.32万 | 加仓 |
| VOO | Vanguard S&P 500 ETF | $582.98万 | 0.76% | 9,756 | 1,092 | 12.6% | $65.25万 | 加仓 |
| IEFA | ISHARES TR | $612.03万 | 0.80% | 67,604 | 1,209 | 1.8% | $10.95万 | 加仓 |
| NFLX | NETFLIX INC. | $630.63万 | 0.83% | 65,588 | 13,842 | 26.7% | $133.09万 | 加仓 |
| MUB | ISHARES TR | $684.42万 | 0.90% | 64,477 | 35,937 | 125.9% | $381.47万 | 加仓 |
| META | Meta Platforms Inc Cl A | $741.97万 | 0.97% | 12,968 | 1,298 | 11.1% | $74.27万 | 加仓 |
| PLTR | Palantir Technologies Inc. - Class A Common Stock | $746.42万 | 0.98% | 51,027 | -309 | -0.6% | -$4.52万 | 减仓 |
| GOOG | ALPHABET INC | $751.86万 | 0.98% | 26,209 | 1,811 | 7.4% | $51.95万 | 加仓 |
| AGG | iShares Core U.S. Aggregate Bond ETF | $783.68万 | 1.03% | 78,944 | 36,933 | 87.9% | $366.63万 | 加仓 |
| VTI | Vanguard Total Stock Market ETF | $896.47万 | 1.17% | 27,944 | 1,111 | 4.1% | $35.64万 | 加仓 |
| EFG | ISHARES TR | $988.42万 | 1.29% | 88,751 | 9,776 | 12.4% | $108.88万 | 加仓 |
| EMXC | ISHARES INC | $1,241.99万 | 1.63% | 157,893 | 42,945 | 37.4% | $337.81万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,347.38万 | 1.76% | 46,917 | 2,371 | 5.3% | $68.09万 | 加仓 |
| AMZN | Amazon COM Inc | $1,390.79万 | 1.82% | 66,778 | 14,819 | 28.5% | $308.64万 | 加仓 |
| MSFT | Microsoft Corp Com | $1,519.81万 | 1.99% | 41,057 | 10,152 | 32.8% | $375.80万 | 加仓 |
| IJR | ISHARES TR | $1,754.23万 | 2.30% | 141,117 | 30,806 | 27.9% | $382.95万 | 加仓 |
| IVV | ISHARES TR | $1,757.21万 | 2.30% | 26,901 | 6,373 | 31.0% | $416.29万 | 加仓 |
| BIL | State Street SPDR Bloomberg 1-3 Month T-Bill ETF | $1,934.17万 | 2.53% | 211,062 | 48,814 | 30.1% | $447.33万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $2,119.26万 | 2.78% | 856,265 | 35,742 | 4.4% | $88.46万 | 加仓 |
| AAPL | Apple Inc Com | $2,209.18万 | 2.89% | 87,047 | 16,622 | 23.6% | $421.85万 | 加仓 |
| SCHG | Schwab U.S. Large-Cap Growth ETF | $3,037.03万 | 3.98% | 1,042,576 | 9,424 | 0.9% | $27.45万 | 加仓 |
| SPY | SPDR S&P 500 ETF | $3,177.76万 | 4.16% | 48,863 | 452 | 0.9% | $29.40万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $3,187.20万 | 4.17% | 1,144,416 | -200,679 | -14.9% | -$558.89万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $3,274.76万 | 4.29% | 1,277,209 | -131,238 | -9.3% | -$336.49万 | 减仓 |
| QQQ | Invesco QQQ Trust | $3,570.92万 | 4.68% | 61,868 | 896 | 1.5% | $51.72万 | 加仓 |
| NVDA | Nvidia Corporation Com | $4,250.09万 | 5.57% | 243,697 | 25,989 | 11.9% | $453.25万 | 加仓 |