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 |
|---|---|---|---|---|---|---|---|---|
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $22.53万 | 0.03% | 2,400 | -162 | -6.3% | -$1.52万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $22.62万 | 0.03% | 1,048 | 1,048 | — | $22.62万 | 新建仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $22.67万 | 0.03% | 6,718 | -3,925 | -36.9% | -$13.24万 | 减仓 |
| MOAT | VANECK ETF TRUST | $22.85万 | 0.03% | 2,363 | 0 | 0.0% | — | 不变 |
| HYG | ISHARES TR | $23.00万 | 0.03% | 2,891 | -293 | -9.2% | -$2.33万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $23.02万 | 0.03% | 1,178 | -286 | -19.5% | -$5.59万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $23.07万 | 0.03% | 1,736 | 1,736 | — | $23.07万 | 新建仓 |
| MORN | MORNINGSTAR INC | $23.13万 | 0.03% | 1,368 | -541 | -28.3% | -$9.15万 | 减仓 |
| WPC | WP CAREY INC | $23.28万 | 0.03% | 3,426 | 3,426 | — | $23.28万 | 新建仓 |
| PSMT | PRICESMART INC | $23.37万 | 0.03% | 1,553 | 1,553 | — | $23.37万 | 新建仓 |
| FROG | JFROG LTD | $23.51万 | 0.03% | 5,010 | 5,010 | — | $23.51万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $23.52万 | 0.03% | 3,235 | 3,235 | — | $23.52万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $23.84万 | 0.03% | 3,651 | 3,651 | — | $23.84万 | 新建仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $23.87万 | 0.03% | 6,544 | -1,332 | -16.9% | -$4.86万 | 减仓 |
| AZTA | AZENTA INC | $23.88万 | 0.03% | 11,300 | 2,957 | 35.4% | $6.25万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $24.01万 | 0.03% | 615 | -166 | -21.3% | -$6.48万 | 减仓 |
| IESC | IES HOLDINGS INC | $24.35万 | 0.03% | 511 | 511 | — | $24.35万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $24.57万 | 0.03% | 212 | 212 | — | $24.57万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $24.59万 | 0.03% | 2,131 | 2,131 | — | $24.59万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $24.60万 | 0.03% | 1,564 | 133 | 9.3% | $2.09万 | 重新持有 |
| KMI | KINDER MORGAN INC DEL | $24.71万 | 0.03% | 7,370 | -179 | -2.4% | -$6,002 | 重新持有 |
| XEL | XCEL ENERGY INC | $24.71万 | 0.03% | 3,111 | -1 | -0.0% | -$79 | 减仓 |
| SNY | SANOFI SA | $24.82万 | 0.03% | 5,152 | 5,152 | — | $24.82万 | 新建仓 |
| ELF | E L F BEAUTY INC | $24.84万 | 0.03% | 4,098 | 217 | 5.6% | $1.32万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $24.84万 | 0.03% | 559 | -7 | -1.2% | -$3,111 | 减仓 |
| DCI | DONALDSON INC | $25.05万 | 0.03% | 2,952 | -55 | -1.8% | -$4,668 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $25.19万 | 0.03% | 2,272 | 2,272 | — | $25.19万 | 新建仓 |
| DDOG | DATADOG INC | $25.30万 | 0.03% | 2,143 | 29 | 1.4% | $3,423 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $25.46万 | 0.03% | 5,811 | -333 | -5.4% | -$1.46万 | 减仓 |
| OSK | OSHKOSH CORP | $25.56万 | 0.03% | 1,736 | 1,736 | — | $25.56万 | 新建仓 |
| BMI | BADGER METER INC | $25.67万 | 0.03% | 1,685 | 95 | 6.0% | $1.45万 | 加仓 |
| AGNC | AGNC INVT CORP | $25.83万 | 0.03% | 25,756 | 5,148 | 25.0% | $5.16万 | 加仓 |
| TRNO | TERRENO RLTY CORP | $25.99万 | 0.04% | 4,231 | 153 | 3.8% | $9,397 | 加仓 |
| ALLE | ALLEGION PLC | $25.99万 | 0.04% | 1,789 | -330 | -15.6% | -$4.79万 | 减仓 |
| SHY | ISHARES TR | $25.99万 | 0.04% | 3,148 | 3,148 | — | $25.99万 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $26.08万 | 0.04% | 1,801 | -370 | -17.0% | -$5.36万 | 减仓 |
| BLK | BLACKROCK INC | $26.45万 | 0.04% | 275 | 87 | 46.3% | $8.37万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $26.48万 | 0.04% | 908 | -143 | -13.6% | -$4.17万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $26.55万 | 0.04% | 1,680 | -468 | -21.8% | -$7.40万 | 减仓 |
| MTUM | ISHARES TR | $26.59万 | 0.04% | 1,108 | 6 | 0.5% | $1,440 | 加仓 |
| ETR | ENTERGY CORP NEW | $26.75万 | 0.04% | 2,381 | 2,381 | — | $26.75万 | 新建仓 |
| ING | ING GROEP N.V. | $26.77万 | 0.04% | 10,276 | 2,485 | 31.9% | $6.47万 | 加仓 |
| TER | TERADYNE INC | $26.98万 | 0.04% | 910 | 910 | — | $26.98万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $26.99万 | 0.04% | 1,018 | -293 | -22.3% | -$7.77万 | 减仓 |
| EVR | EVERCORE INC | $27.02万 | 0.04% | 905 | -42 | -4.4% | -$1.25万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $27.08万 | 0.04% | 890 | 67 | 8.1% | $2.04万 | 加仓 |
| VST | VISTRA CORP | $27.15万 | 0.04% | 1,806 | -182 | -9.2% | -$2.74万 | 减仓 |
| FND | FLOOR & DECOR HLDGS INC | $27.32万 | 0.04% | 5,378 | 406 | 8.2% | $2.06万 | 加仓 |
| ALL | ALLSTATE CORP | $27.37万 | 0.04% | 1,320 | -319 | -19.5% | -$6.61万 | 减仓 |
| CR | CRANE COMPANY | $27.39万 | 0.04% | 1,602 | -161 | -9.1% | -$2.75万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $27.55万 | 0.04% | 2,984 | -77 | -2.5% | -$7,108 | 减仓 |
| EWT | ISHARES INC | $27.65万 | 0.04% | 3,899 | 3,899 | — | $27.65万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $27.73万 | 0.04% | 2,210 | 246 | 12.5% | $3.09万 | 加仓 |
| URI | UNITED RENTALS INC | $28.12万 | 0.04% | 386 | 40 | 11.6% | $2.91万 | 加仓 |
| MELI | MERCADOLIBRE INC | $28.36万 | 0.04% | 164 | -91 | -35.7% | -$15.73万 | 减仓 |
| RS | RELIANCE INC | $28.72万 | 0.04% | 945 | 6 | 0.6% | $1,824 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $29.18万 | 0.04% | 1,951 | -1,083 | -35.7% | -$16.20万 | 减仓 |
| AVY | AVERY DENNISON CORP | $29.29万 | 0.04% | 1,696 | 132 | 8.4% | $2.28万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $29.44万 | 0.04% | 8,299 | 3,802 | 84.5% | $13.49万 | 重新持有 |
| CAVA | CAVA GROUP INC | $29.59万 | 0.04% | 3,658 | -127 | -3.4% | -$1.03万 | 减仓 |
| WEX | WEX INC | $29.89万 | 0.04% | 1,953 | -5 | -0.3% | -$765 | 减仓 |
| AGX | ARGAN INC | $30.01万 | 0.04% | 551 | 551 | — | $30.01万 | 新建仓 |
| KR | KROGER CO | $30.07万 | 0.04% | 4,156 | 920 | 28.4% | $6.66万 | 加仓 |
| IDEV | ISHARES TR | $30.24万 | 0.04% | 3,618 | 0 | 0.0% | — | 不变 |
| SE | SEA LTD | $30.45万 | 0.04% | 3,677 | -3,155 | -46.2% | -$26.13万 | 减仓 |
| LIN | LINDE PLC | $30.49万 | 0.04% | 615 | -504 | -45.0% | -$24.99万 | 重新持有 |
| KVUE | KENVUE INC | $30.59万 | 0.04% | 17,741 | 6,882 | 63.4% | $11.86万 | 加仓 |
| PODD | INSULET CORP | $30.62万 | 0.04% | 1,459 | 67 | 4.8% | $1.41万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $30.75万 | 0.04% | 16,542 | 16,542 | — | $30.75万 | 新建仓 |
| HEI | HEICO CORP NEW | $31.07万 | 0.04% | 1,133 | 81 | 7.7% | $2.22万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $31.15万 | 0.04% | 1,103 | 31 | 2.9% | $8,753 | 加仓 |
| RBC | RBC BEARINGS INC | $31.34万 | 0.04% | 577 | -138 | -19.3% | -$7.50万 | 减仓 |
| BP | BP PLC | $31.35万 | 0.04% | 6,670 | 329 | 5.2% | $1.55万 | 加仓 |
| CDW | CDW CORP | $31.50万 | 0.04% | 2,603 | 503 | 24.0% | $6.09万 | 加仓 |
| INTU | INTUIT | $32.18万 | 0.04% | 744 | -1,996 | -72.8% | -$86.33万 | 减仓 |
| INTC | INTEL CORP | $32.32万 | 0.04% | 7,325 | 2,117 | 40.6% | $9.34万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $32.42万 | 0.04% | 77 | 7 | 10.0% | $2.95万 | 加仓 |
| FTNT | FORTINET INC | $32.61万 | 0.04% | 3,990 | 3,990 | — | $32.61万 | 新建仓 |
| DHI | D R HORTON INC | $32.97万 | 0.04% | 2,403 | 198 | 9.0% | $2.72万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $33.20万 | 0.04% | 4,337 | 4,337 | — | $33.20万 | 新建仓 |
| HWKN | HAWKINS INC | $33.27万 | 0.05% | 2,166 | 101 | 4.9% | $1.55万 | 加仓 |
| ECL | ECOLAB INC | $33.31万 | 0.05% | 1,252 | 316 | 33.8% | $8.41万 | 加仓 |
| YETI | YETI HLDGS INC | $33.54万 | 0.05% | 9,166 | 720 | 8.5% | $2.63万 | 加仓 |
| VCEL | VERICEL CORP | $33.64万 | 0.05% | 10,457 | 1,331 | 14.6% | $4.28万 | 加仓 |
| WDAY | WORKDAY INC | $33.75万 | 0.05% | 2,598 | 453 | 21.1% | $5.89万 | 加仓 |
| SPGI | S&P GLOBAL INC | $33.98万 | 0.05% | 799 | -212 | -21.0% | -$9.02万 | 减仓 |
| PHM | PULTE GROUP INC | $33.99万 | 0.05% | 2,890 | 96 | 3.4% | $1.13万 | 加仓 |
| EOG | EOG RES INC | $34.05万 | 0.05% | 2,355 | -41 | -1.7% | -$5,927 | 重新持有 |
| VGIT | VANGUARD SCOTTSDALE FDS | $34.24万 | 0.05% | 5,750 | -399 | -6.5% | -$2.38万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $34.30万 | 0.05% | 823 | 294 | 55.6% | $12.25万 | 加仓 |
| HEI/A | HEICO CORP NEW | $34.79万 | 0.05% | 1,648 | -577 | -25.9% | -$12.18万 | 减仓 |
| PTC | PTC INC | $34.91万 | 0.05% | 2,450 | 70 | 2.9% | $9,974 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $35.15万 | 0.05% | 810 | 186 | 29.8% | $8.07万 | 重新持有 |
| CXT | CRANE NXT CO | $35.18万 | 0.05% | 8,668 | 767 | 9.7% | $3.11万 | 加仓 |
| CLOI | VANECK ETF TRUST | $35.50万 | 0.05% | 6,736 | 143 | 2.2% | $7,536 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $35.74万 | 0.05% | 2,413 | -3,278 | -57.6% | -$48.55万 | 减仓 |
| SLV | ISHARES SILVER TR | $35.77万 | 0.05% | 5,250 | -2,599 | -33.1% | -$17.71万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $35.87万 | 0.05% | 5,855 | 5,855 | — | $35.87万 | 新建仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $36.53万 | 0.05% | 6,163 | 1,460 | 31.0% | $8.65万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $36.85万 | 0.05% | 760 | 369 | 94.4% | $17.89万 | 重新持有 |