13FBOX
Fortress Wealth Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Fortress Wealth Management, Inc.

No.6735 数据截至 2025Q3
最新持仓市值 (Q3 2025)
$2.25亿
环比变动 Q2 2025
+$1,747.7万+8.4%
持仓股票数
75
新买入
3
加仓
37
减仓
26
清仓
0
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q3 2025 市值Q3 2025 股数上季度市值上季度股数股数变动操作
A美国世纪ETF信托AVLV
11.16%11.38%$2,508.2万34.7万股$2,359.9万34.6万股+1,136股+0.33%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
8.1%8.12%$1,820.1万48.2万股$1,684.2万47.4万股+8,263股+1.74%加仓
DDimensional维度ETF信托DFIV
7.42%7.05%$1,669.4万36.2万股$1,462.0万34.1万股+2.1万股+6.04%加仓
PPIMCO太平洋投资管理ETFPYLD
7.27%7.9%$1,634.5万60.9万股$1,638.9万61.8万股-8,517股-1.38%减仓
J摩根大通交易所交易基金JPIE
6.97%7.64%$1,567.9万33.8万股$1,583.5万34.2万股-4,021股-1.18%减仓
DDimensional维度·INTERNATIONAL HIGH PROFITABILITY ETFDIHP
5.58%5.18%$1,254.8万41.3万股$1,074.9万36.4万股+4.8万股+13.26%加仓
EEXCHANGE LISTED FDS TRCEFS
3.57%3.77%$803.2万35.3万股$781.3万35.1万股+1,434股+0.41%加仓
F第一信托·UST GLOBAL TACTICAL COMMODITY STRATEGY FUNDFTGC
3.08%3.44%$692.9万26.8万股$713.7万28.9万股-2.2万股-7.53%减仓
WWisdomTree·FLOATING RATE TREASURY FUNDUSFR
3%3.16%$674.0万13.4万股$655.6万13.0万股+3,756股+2.88%加仓
AAvantis US Small Cap Value ETFAVDV
2.59%2.45%$582.4万6.5万股$508.4万6.4万股+1,294股+2.02%加仓
SSTRATIFIED LARGECAP INDEX ETFSSPY
2.59%2.87%$582.1万6.7万股$594.9万7.2万股-5,224股-7.23%减仓
A美国世纪ETF信托DSPY
2.56%2.55%$574.9万10.0万股$528.1万9.9万股+1,586股+1.61%加仓
CCALAMOS ETF TRCAIE
2.49%$558.9万20.3万股$00股+20.3万股新买入
DDimensional维度ETF信托DEHP
2.2%2.19%$493.7万16.2万股$454.9万16.2万股-799股-0.49%减仓
EENTREPRENEURSHARES SERIES TRXOVR
2.17%2.22%$486.8万23.1万股$459.7万24.1万股-1.0万股-4.28%减仓
VVanEck ETF信托GDX
1.94%1.42%$436.8万5.7万股$294.1万5.6万股+682股+1.21%加仓
标普全球SPGI
1.5%1.76%$337.7万6,939股$365.8万6,937股+2股+0.03%加仓
SSPDR行业精选信托XLRE
1.35%1.29%$302.8万7.3万股$267.2万6.4万股+8,596股+13.38%加仓
伯克希尔哈撒韦BRK.A
1.34%1.41%$301.7万4股$291.5万4股00.00%持仓不变
PPacer·METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETFQDPL
1.26%1.45%$282.9万6.8万股$301.3万7.6万股-8,847股-11.59%减仓
G通用动力VTI
1.24%1.22%$279.3万8,510股$252.2万8,296股+214股+2.58%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
1.01%1.21%$226.8万7.8万股$250.8万9.1万股-1.3万股-14.05%减仓
G高盛ETF信托GINC
0.92%0.58%$207.0万4.0万股$120.2万2.4万股+1.6万股+64.32%加仓
COHEN & STEERS QUALITY INCOMRQI
0.87%1.6%$196.1万15.7万股$330.8万26.6万股-10.8万股-40.81%减仓
V先锋领航指数基金VOO
0.86%0.87%$194.4万3,174股$180.3万3,174股00.00%持仓不变
I景顺交易所交易基金信托XSVM
0.81%0.83%$181.1万3.2万股$171.9万3.3万股-1,003股-3.03%减仓
AAvantis·U SAVUV
0.8%0.63%$179.6万1.8万股$129.9万1.4万股+3,783股+26.53%加仓
IiShares安硕信托EFV
0.75%0.76%$168.5万2.5万股$156.9万2.5万股+128股+0.52%加仓
苹果AAPL
0.72%0.62%$161.4万6,340股$128.5万6,263股+77股+1.23%加仓
UMB FINLUMBF
0.67%0.65%$151.3万1.3万股$134.4万1.3万股00.00%持仓不变
A美国世纪ETF信托AVEM
0.67%0.75%$149.6万2.0万股$156.4万2.3万股-2,900股-12.71%减仓
DDimensional维度ETF信托DFAC
0.62%0.6%$140.1万3.6万股$124.5万3.5万股+1,604股+4.62%加仓
IiShares安硕信托MTUM
0.61%0.62%$137.7万5,369股$129.5万5,387股-18股-0.33%减仓
DDimensional维度·US REAL ESTATE ETFDFAR
0.59%$133.4万5.6万股$00股+5.6万股新买入
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.59%0.71%$132.2万2.6万股$146.4万2.9万股-2,836股-9.82%减仓
BBONDBLOXX ETF TRUSTPCMM
0.59%0.47%$131.9万2.6万股$96.5万1.9万股+6,935股+36.21%加仓
S嘉信策略信托SCHF
0.57%0.59%$129.2万5.5万股$121.8万5.5万股+389股+0.71%加仓
SSPDR标普500 ETFSPY
0.56%0.48%$126.8万1,904股$99.7万1,614股+290股+17.97%加仓
IiShares安硕信托SGOV
0.51%0.53%$114.9万1.1万股$110.2万1.1万股+467股+4.27%加仓
IiShares安硕信托IEFA
0.48%0.58%$108.1万1.2万股$119.8万1.4万股-1,964股-13.69%减仓
FFLEXSHARES INTERNATIONAL QUALITY DIVIDEND INDEX FUNDIQDF
0.48%0.41%$106.9万3.7万股$85.3万3.1万股+5,999股+19.07%加仓
S嘉信·INTERNATIONAL SMALL-CAP EQUITY ETFSCHC
0.45%0.46%$101.5万2.2万股$95.0万2.2万股+2股+0.01%加仓
IiShares安硕信托ICF
0.4%0.46%$89.5万1.5万股$95.1万1.6万股-1,029股-6.61%减仓
DDimensional维度ETF信托DFLV
0.38%0.39%$85.2万2.6万股$80.9万2.6万股-182股-0.70%减仓
IiShares安硕信托ICSH
0.37%0.4%$83.4万1.6万股$83.5万1.6万股00.00%持仓不变
V先锋领航STAR基金VXUS
0.34%0.35%$77.0万1.0万股$72.4万1.0万股00.00%持仓不变
EEA SERIES TRUSTBOXX
0.34%0.34%$76.1万6,685股$70.4万6,244股+441股+7.06%加仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
0.33%0.32%$73.1万2.3万股$66.1万2.3万股+359股+1.57%加仓
CCAPITAL GROUP FIXED INCOME ETFRFCI
0.28%0.48%$63.6万2.8万股$100.1万4.4万股-1.6万股-37.04%减仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
0.28%0.4%$63.4万1.1万股$83.6万1.5万股-4,593股-29.66%减仓

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