Portside Wealth Group, LLC
Provo UT · SEC CIK 0001978608
$7.38亿2026Q1 申报市值
464持仓数
25.9%前十大占比 · 第一大 6.7%
59 / 54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
BIL 加仓+$1,646.98万
VBR 新建仓+$647.49万
IEMG 加仓+$563.77万
IEFA 新建仓+$533.70万
VBK 新建仓+$352.27万
2026Q1 卖出最多 按季末市值估算
SPEM 减仓-$543.99万
BBJP 清仓-$469.75万
AMZN 减仓-$340.23万
STIP 减仓-$223.16万
INDA 清仓-$222.71万
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 |
|---|---|---|---|---|---|---|---|---|
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -71,271 | -100.0% | -$469.75万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -41,204 | -100.0% | -$222.71万 | 清仓 |
| QQQ | INVESCO QQQ TR 看涨期权 | $0 | 0.00% | 0 | -3,000 | -100.0% | -$184.29万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -5,800 | -100.0% | -$106.63万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | -22,373 | -100.0% | -$104.03万 | 清仓 |
| C | CITIGROUP INC 看跌期权 | $0 | 0.00% | 0 | -8,500 | -100.0% | -$99.19万 | 清仓 |
| MSTR | STRATEGY INC 看涨期权 | $0 | 0.00% | 0 | -6,300 | -100.0% | -$95.73万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -1,536 | -100.0% | -$68.51万 | 清仓 |
| ARGX | ARGENX SE | $0 | 0.00% | 0 | -633 | -100.0% | -$53.23万 | 清仓 |
| PYPL | PAYPAL HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -9,000 | -100.0% | -$52.54万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$44.44万 | 清仓 |
| P | PURE STORAGE INC | $0 | 0.00% | 0 | -6,110 | -100.0% | -$40.94万 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -13,163 | -100.0% | -$39.37万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -939 | -100.0% | -$39.14万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -15,901 | -100.0% | -$38.35万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -1,606 | -100.0% | -$37.36万 | 清仓 |
| RELX | RELX PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SFBS | SERVISFIRST BANCSHARES INC | $0 | 0.00% | 0 | -4,809 | -100.0% | -$34.52万 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -1,652 | -100.0% | -$33.51万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,078 | -100.0% | -$33.29万 | 清仓 |
| KNF | KNIFE RIVER CORP | $0 | 0.00% | 0 | -4,660 | -100.0% | -$32.78万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -2,398 | -100.0% | -$32.21万 | 清仓 |
| BRO | BROWN & BROWN INC | $0 | 0.00% | 0 | -4,002 | -100.0% | -$31.90万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -1,720 | -100.0% | -$31.34万 | 清仓 |
| RACE | FERRARI N V | $0 | 0.00% | 0 | -829 | -100.0% | -$30.64万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AAON | AAON INC | $0 | 0.00% | 0 | -4,008 | -100.0% | -$30.56万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -3,022 | -100.0% | -$30.49万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -811 | -100.0% | -$28.97万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -7,809 | -100.0% | -$28.53万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -1,287 | -100.0% | -$27.93万 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -15,160 | -100.0% | -$27.86万 | 清仓 |
| CCB | COASTAL FINL CORP WA | $0 | 0.00% | 0 | -2,427 | -100.0% | -$27.81万 | 清仓 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -3,715 | -100.0% | -$27.36万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -10,522 | -100.0% | -$27.24万 | 清仓 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $0 | 0.00% | 0 | -1,388 | -100.0% | -$25.76万 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -143 | -100.0% | -$24.18万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -14,374 | -100.0% | -$24.06万 | 清仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $0 | 0.00% | 0 | -3,300 | -100.0% | -$24.00万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -6,257 | -100.0% | -$23.88万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -2,299 | -100.0% | -$23.63万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -703 | -100.0% | -$23.58万 | 清仓 |
| CSTL | CASTLE BIOSCIENCES INC | $0 | 0.00% | 0 | -5,942 | -100.0% | -$23.11万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -2,397 | -100.0% | -$23.08万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -354 | -100.0% | -$22.04万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -1,700 | -100.0% | -$21.70万 | 清仓 |
| SPSC | SPS COMM INC | $0 | 0.00% | 0 | -2,400 | -100.0% | -$21.39万 | 清仓 |
| MC | MOELIS & CO | $0 | 0.00% | 0 | -3,091 | -100.0% | -$21.25万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -2,615 | -100.0% | -$20.83万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -425 | -100.0% | -$20.64万 | 清仓 |
| TFIN | TRIUMPH FINANCIAL INC | $0 | 0.00% | 0 | -3,246 | -100.0% | -$20.33万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,294 | -100.0% | -$19.66万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTC | INTEL CORP 看涨期权 | $0 | 0.00% | 0 | -1,100 | -100.0% | -$4.06万 | 清仓 |
| AAPL | APPLE INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$2.72万 | 清仓 |
| SHOP | SHOPIFY INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.61万 | 清仓 |
| ANET | ARISTA NETWORKS INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.31万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $1.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC 看涨期权 | $3.10万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看涨期权 | $3.72万 | 0.01% | 100 | 100 | — | $3.72万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $4.42万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $5.23万 | 0.01% | 300 | -900 | -75.0% | -$15.70万 | 减仓 |
| UAA | UNDER ARMOUR INC | $6.69万 | 0.01% | 11,318 | 872 | 8.3% | $5,153 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION 看涨期权 | $9.96万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| EFC | ELLINGTON FINANCIAL INC | $13.42万 | 0.02% | 11,324 | -760 | -6.3% | -$9,006 | 减仓 |
| VOD | VODAFONE GROUP PLC | $15.22万 | 0.02% | 10,136 | 10,136 | — | $15.22万 | 新建仓 |
| NOK | NOKIA CORP | $18.45万 | 0.02% | 22,946 | 22,946 | — | $18.45万 | 新建仓 |
| F | FORD MTR CO | $18.73万 | 0.03% | 16,230 | 941 | 6.2% | $1.09万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $19.06万 | 0.03% | 11,602 | 11,602 | — | $19.06万 | 新建仓 |
| NCNO | NCINO INC | $19.46万 | 0.03% | 12,992 | -7,399 | -36.3% | -$11.08万 | 减仓 |
| LYG | LLOYDS BANKING GROUP PLC | $19.97万 | 0.03% | 39,706 | 8,978 | 29.2% | $4.52万 | 加仓 |
| BX | BLACKSTONE INC | $20.10万 | 0.03% | 1,748 | 158 | 9.9% | $1.82万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $20.25万 | 0.03% | 787 | 787 | — | $20.25万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $20.33万 | 0.03% | 4,167 | 4,167 | — | $20.33万 | 新建仓 |
| DHR | DANAHER CORP DEL | $20.40万 | 0.03% | 1,076 | 144 | 15.5% | $2.73万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $20.44万 | 0.03% | 732 | -172 | -19.0% | -$4.80万 | 减仓 |
| SYK | STRYKER CORPORATION | $20.64万 | 0.03% | 628 | -208 | -24.9% | -$6.83万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $20.72万 | 0.03% | 2,142 | -225 | -9.5% | -$2.18万 | 减仓 |
| CWB | SPDR SERIES TRUST | $20.89万 | 0.03% | 2,283 | -305 | -11.8% | -$2.79万 | 减仓 |
| BAX | BAXTER INTL INC | $21.05万 | 0.03% | 12,531 | 12,531 | — | $21.05万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $21.25万 | 0.03% | 1,308 | -367 | -21.9% | -$5.96万 | 减仓 |
| DBP | INVESCO DB MULTI-SECTOR COMM | $21.33万 | 0.03% | 1,938 | 1,938 | — | $21.33万 | 新建仓 |
| LQD | ISHARES TR | $21.37万 | 0.03% | 1,961 | -358 | -15.4% | -$3.90万 | 减仓 |
| IX | ORIX CORP | $21.41万 | 0.03% | 7,139 | 7,139 | — | $21.41万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $21.64万 | 0.03% | 1,586 | 1,586 | — | $21.64万 | 新建仓 |
| PNR | PENTAIR PLC | $21.87万 | 0.03% | 2,511 | -807 | -24.3% | -$7.03万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $21.88万 | 0.03% | 1,140 | 1,140 | — | $21.88万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $21.95万 | 0.03% | 690 | 690 | — | $21.95万 | 新建仓 |
| BILS | SPDR SERIES TRUST | $22.02万 | 0.03% | 2,214 | -180 | -7.5% | -$1.79万 | 减仓 |
| ROKU | ROKU INC | $22.03万 | 0.03% | 2,328 | 2,328 | — | $22.03万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $22.06万 | 0.03% | 2,347 | 2,347 | — | $22.06万 | 新建仓 |
| SLB | SLB LIMITED | $22.35万 | 0.03% | 4,349 | 4,349 | — | $22.35万 | 新建仓 |
| EXLS | EXLSERVICE HLDGS INC | $22.41万 | 0.03% | 7,358 | 476 | 6.9% | $1.45万 | 加仓 |