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Livermore
Livermore
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Fortis Advisors, LLC

SEC CIK
0001697478
最新申報
2026/8/13

2021 年第 2 季持倉

持倉截至 2021/6/30，2021/8/16 申報。只含多頭部位，變化是跟 2021 年第 1 季比股數。

機構總覽
持股檔數
261
較 2021 年第 1 季 +22
總值
$1.73 億
較 2021 年第 1 季 +$3,340 萬 (+23.9%)
申報日
2021/8/16
SEC
Fortis Advisors, LLC 在 2021 年第 2 季的持倉
證券類別股數市值佔組合 %股數變化動作紀錄
SLViShares Silver TrustETF10$00.0%00.0%不變歷史
CORCencora, Inc.Stock1$00.0%00.0%不變歷史
Global X Lithium & Battery Tech ETF37954Y855ETF3$00.0%00.0%不變–
iShares Select Dividend ETF464287168ETF1$00.0%−50−98.0%減碼–
VTRSViatris IncStock25$00.0%00.0%不變歷史
AAAlcoa CorpStock2$00.0%00.0%不變歷史
U.S. Global Jets ETF26922A842ETF8$00.0%00.0%不變–
iShares Tr46435U366SELF DRIVNG EV4$00.0%00.0%不變–
iShares Tr464287739U.S. REAL ES ETF1$00.0%00.0%不變–
Invesco Exchange Traded FD T46137V134WILDERHIL CLAN1$00.0%00.0%不變–
Vanguard Scottsdale FDS92206C599VNG RUS3000IDX1$00.0%00.0%不變–
Global X FDS37954Y673US INFR DEV ETF8$00.0%00.0%不變–
LUVSouthwest Airlines CoCOM1$00.0%00.0%不變歷史
ROKURoku, IncCOM CL A1$00.0%00.0%不變歷史
OLPOne Liberty Properties IncCOM1$00.0%00.0%不變歷史
ROICRetail Opportunity Investments CorpCOM1$00.0%00.0%不變歷史
FLYYSpirit Aviation Holdings, Inc.COM1$00.0%00.0%不變歷史
State Street SPDR S&P 600 Small Cap Value ETF78464A300ETF17$1,000<0.1%00.0%不變–
WABWestinghouse Air Brake Technologies CorpStock14$1,000<0.1%00.0%不變歷史
Vanguard Scottsdale FDS92206C680VNG RUS1000GRW21$1,000<0.1%+17+425.0%加碼依 4 比 1 拆股換算–
Royal Dutch Shell PLC780259206SPONS ADR A24$1,000<0.1%00.0%不變–
Vanguard World FD921910709EXTENDED DUR11$2,000<0.1%−52,206−100.0%減碼–
CGCCanopy Growth CorpCOM102$2,000<0.1%00.0%不變歷史
PTCPTC Inc.Stock18$3,000<0.1%00.0%不變歷史
SPDR Series Trust78464A763ST STR SP DIV28$3,000<0.1%00.0%不變–
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF36$5,000<0.1%−11,591−99.7%減碼–
MDTMedtronic plcStock55$7,000<0.1%00.0%不變歷史
MRNAModerna, Inc.Stock28$7,000<0.1%00.0%不變歷史
APDAir Products & Chemicals, Inc.Stock25$7,000<0.1%00.0%不變歷史
Vanguard Consumer Staples ETF92204A207ETF45$8,000<0.1%00.0%不變–
PFEPfizer IncStock212$8,000<0.1%+2+1.0%加碼歷史
DGDollar General CorpCOM35$8,000<0.1%00.0%不變歷史
Schwab Strategic Tr8085246985 10YR CORP BD161$8,000<0.1%−566−77.9%減碼–
ABNBAirbnb, Inc.Stock61$9,000<0.1%00.0%不變歷史
BLKBlackRock, Inc.COM10$9,000<0.1%00.0%不變歷史
SBUXStarbucks CorpStock90$1.00 萬<0.1%00.0%不變歷史
SPGIS&P Global Inc.Stock25$1.00 萬<0.1%00.0%不變歷史
MMM3M CoStock50$1.00 萬<0.1%+50新進歷史
iShares MSCI USA Min Vol Factor ETF46429B697ETF144$1.10 萬<0.1%−22−13.3%減碼–
OGNOrganon & Co.Stock407$1.20 萬<0.1%+407新進歷史
iShares U.S. Medical Devices ETF464288810ETF32$1.20 萬<0.1%−14−30.4%減碼–
TJXTJX Companies IncStock180$1.20 萬<0.1%00.0%不變歷史
HONHoneywell International IncCOM55$1.20 萬<0.1%00.0%不變歷史
NFLXNetflix IncStock25$1.30 萬<0.1%00.0%不變歷史
DEDeere & CoStock41$1.40 萬<0.1%00.0%不變歷史
Global X FDS37950E648GBL X FTSE ETF1,000$1.40 萬<0.1%00.0%不變–
CMCSAComcast CorpStock265$1.50 萬<0.1%00.0%不變歷史
iShares Tr46435G474FALN ANGLS USD559$1.70 萬<0.1%+398+247.2%加碼–
TSLATesla, Inc.Stock26$1.80 萬<0.1%00.0%不變歷史
Vanguard Mortgage-Backed Securities ETF92206C771ETF339$1.80 萬<0.1%+339新進–
ACNAccenture plcStock60$1.80 萬<0.1%00.0%不變歷史
FRTFederal Realty Investment TrustSH BEN INT NEW150$1.80 萬<0.1%+150新進歷史
SAMBoston Beer Co IncCL A19$1.90 萬<0.1%+19新進歷史
ADSKAutodesk, Inc.COM69$2.00 萬<0.1%00.0%不變歷史
iShares Tr46428951110+ YR INVST GRD331$2.30 萬<0.1%−14−4.1%減碼–
ACGLArch Capital Group Ltd.Stock621$2.40 萬<0.1%+621新進歷史
iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853ETF692$2.40 萬<0.1%+692新進–
XYZBlock, Inc.CL A100$2.40 萬<0.1%00.0%不變歷史
State Street Energy Select Sector SPDR ETF81369Y506ETF458$2.50 萬<0.1%+442+2,762.5%加碼–
CMGChipotle Mexican Grill IncCOM16$2.50 萬<0.1%+16新進歷史
iShares Tr46429B200CHINA SM-CAP ETF431$2.50 萬<0.1%+4+0.9%加碼–
UDRUDR, Inc.COM540$2.60 萬<0.1%+540新進歷史
DKNGDraftKings Inc.COM CL A500$2.60 萬<0.1%00.0%不變歷史
ASMLASML Holding NVADR44$3.00 萬<0.1%00.0%不變歷史
Vanguard Total International Bond ETF92203J407ETF522$3.00 萬<0.1%+522新進–
DFSDiscover Financial ServicesCOM250$3.00 萬<0.1%00.0%不變歷史
Listed FD Tr53656F789ROUNDHILL SPORTS1,000$3.00 萬<0.1%00.0%不變–
MARAMARA Holdings, Inc.COM1,000$3.10 萬<0.1%00.0%不變歷史
NVDANVIDIA CorpStock40$3.20 萬<0.1%+38+1,900.0%加碼歷史
Vanguard Financials ETF92204A405ETF367$3.30 萬<0.1%+241+191.3%加碼–
iShares Tr464288588MBS ETF301$3.30 萬<0.1%+148+96.7%加碼–
GEGeneral Electric CoStock2,514$3.40 萬<0.1%+2,514新進歷史
EDConsolidated Edison IncStock500$3.60 萬<0.1%00.0%不變歷史
iShares Tr464287333GLOBAL FINLS ETF465$3.60 萬<0.1%+465新進–
WBDWarner Bros. Discovery, Inc.COM SER A1,184$3.60 萬<0.1%00.0%不變歷史
PSFEPaysafe LtdORD3,000$3.60 萬<0.1%00.0%不變歷史
iShares Tr46434V613CORE UNIVRSL USD685$3.70 萬<0.1%+685新進–
TFCTruist Financial CorpCOM659$3.70 萬<0.1%+4+0.6%加碼歷史
RIOTRiot Platforms, Inc.COM1,000$3.80 萬<0.1%00.0%不變歷史
GNOGGolden Nugget Online Gaming, Inc.COM CL A3,000$3.80 萬<0.1%00.0%不變歷史
Fidelity MSCI Information Technology Index ETF316092808ETF347$4.10 萬<0.1%+83+31.4%加碼–
iShares Russell 2000 ETF464287655ETF228$5.20 萬<0.1%−32−12.3%減碼–
MSTRStrategy IncStock80$5.30 萬<0.1%−20−20.0%減碼歷史
OLNOLIN CorpStock1,182$5.50 萬<0.1%+1,182新進歷史
Vanguard BD Index FDS921937793LONG TERM BOND535$5.50 萬<0.1%+535新進–
PHYSSprott Physical Gold TrustPHYSICAL GOLD TR4,230$5.90 萬<0.1%00.0%不變歷史
iShares Russell Midcap ETF464287499ETF752$6.00 萬<0.1%+3+0.4%加碼–
FCNCAFirst Citizens Bancshares IncCL A75$6.20 萬<0.1%+75新進歷史
Global X FDS37954Y442CLOUD COMPUTNG2,200$6.30 萬<0.1%00.0%不變–
Schwab U.S. Small-Cap ETF808524607ETF628$6.50 萬<0.1%+308+96.3%加碼–
MCKMcKesson CorpStock348$6.70 萬<0.1%00.0%不變歷史
Vanguard Total Bond Market ETF921937835ETF785$6.70 萬<0.1%+785新進–
UVXYProShares Trust IIULTRA VIX SHORT2,500$7.00 萬<0.1%+2,500新進歷史
BABAAlibaba Group Holding LtdADR318$7.20 萬<0.1%00.0%不變歷史
UHSUniversal Health Services IncCL B512$7.50 萬<0.1%00.0%不變歷史
RBBNRibbon Communications Inc.COM10,000$7.60 萬<0.1%00.0%不變歷史
iShares Tr46432F388MSCI USA VALUE754$7.90 萬<0.1%+366+94.3%加碼–
CLXClorox CoStock451$8.10 萬<0.1%00.0%不變歷史
BWABorgwarner IncCOM1,675$8.10 萬<0.1%00.0%不變歷史
HBIHanesbrands Inc.COM4,393$8.20 萬<0.1%00.0%不變歷史

2021 年第 1 季之後清倉（27 檔）

2021 年第 1 季季末還持有、這份申報已經沒有的部位。

Fortis Advisors, LLC 在 2021 年第 1 季之後清倉的部位
證券類別2021 年第 1 季股數2021 年第 1 季市值2021 年第 1 季佔組合 %紀錄
Invesco Exchange Traded FD T46137V878DORSEY WRGT ENRG86,979$215.4 萬1.5%–
IAC Interactivecorp New44891N109COM1,400$30.3 萬0.2%–
PFGPrincipal Financial Group IncCOM2,055$12.3 萬0.1%歷史
Vanguard Ftse Developed Markets ETF921943858ETF2,412$11.8 萬0.1%–
Vanguard Scottsdale FDS92206C706INTER TERM TREAS1,455$9.80 萬0.1%–
HAINHain Celestial Group IncCOM2,000$8.70 萬0.1%歷史
Vanguard Scottsdale FDS92206C565TOTAL WLD BD ETF32,871$7.60 萬0.1%–
Invesco Exchange Traded FD T46137V340S&P500 EQL FIN750$4.20 萬<0.1%–
iShares Russell Mid-Cap Growth ETF464287481ETF391$4.00 萬<0.1%–
GEGeneral Electric CoCOM2,514$3.30 萬<0.1%歷史
Vanguard Dividend Appreciation ETF921908844ETF192$2.80 萬<0.1%–
SICPSilvergate Capital CorpCL A200$2.80 萬<0.1%歷史
Invesco Exchange Traded FD T46137V530NASDAQ INTERNT100$2.30 萬<0.1%–
JDJD.com, Inc.SPON ADS CL A250$2.10 萬<0.1%歷史
HDBHDFC Bank LtdSPONSORED ADS250$1.90 萬<0.1%歷史
ENBEnbridge IncStock500$1.80 萬<0.1%歷史
CHTRCharter Communications, Inc.CL A28$1.70 萬<0.1%歷史
Vanguard Consumer Discretionary ETF92204A108ETF50$1.50 萬<0.1%–
Fidelity MSCI Health Care Index ETF316092600ETF200$1.20 萬<0.1%–
SPDR Series Trust78464A581ST STR SP HCEQ100$1.20 萬<0.1%–
SCCOSouthern Copper CorpStock121$8,000<0.1%歷史
Vanguard Information Technology ETF92204A702ETF19$7,000<0.1%–
iShares MSCI Eafe Min Vol Factor ETF46429B689ETF92$7,000<0.1%–
Vanguard Real Estate ETF922908553ETF58$5,000<0.1%–
iShares Tr464288646ISHS 1-5YR INVS83$5,000<0.1%–
iShares Russell Mid-Cap Value ETF464287473ETF3$00.0%–
iShares Tr464287630RUS 2000 VAL ETF3$00.0%–