Portside Wealth Group, LLC
Provo UT · SEC CIK 0001978608
$8.58亿2026Q2 申报市值
515持仓数
24.8%前十大占比 · 第一大 5.3%
90 / 49新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPYM 加仓+$532.98万
FLJP 新建仓+$405.26万
MU 加仓+$279.46万
RLY 新建仓+$224.50万
QQQ 加仓+$187.18万
2026Q2 卖出最多 按季末市值估算
BIL 减仓-$372.59万
XHLF 清仓-$259.53万
CSMD 减仓-$219.47万
CSCO 减仓-$198.42万
ZTS 清仓-$195.31万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SE | SEA LTD | $36.05万 | 0.04% | 3,762 | 85 | 2.3% | $8,146 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $36.26万 | 0.04% | 2,309 | 2,309 | — | $36.26万 | 新建仓 |
| KVUE | KENVUE INC | $36.32万 | 0.04% | 19,006 | 1,265 | 7.1% | $2.42万 | 加仓 |
| TOL | TOLL BROTHERS INC | $36.36万 | 0.04% | 2,207 | 621 | 39.2% | $10.23万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $36.74万 | 0.04% | 678 | -50 | -6.9% | -$2.71万 | 减仓 |
| RBC | RBC BEARINGS INC | $36.78万 | 0.04% | 571 | -6 | -1.0% | -$3,864 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $37.01万 | 0.04% | 6,275 | 525 | 9.1% | $3.10万 | 加仓 |
| PLXS | PLEXUS CORP | $37.85万 | 0.04% | 1,259 | 1,259 | — | $37.85万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $37.97万 | 0.04% | 827 | 67 | 8.8% | $3.08万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $38.10万 | 0.04% | 4,341 | 288 | 7.1% | $2.53万 | 加仓 |
| PSX | PHILLIPS 66 | $38.29万 | 0.04% | 2,265 | 139 | 6.5% | $2.35万 | 加仓 |
| AGX | ARGAN INC | $38.33万 | 0.04% | 480 | -71 | -12.9% | -$5.67万 | 减仓 |
| AGG | ISHARES TR | $38.44万 | 0.04% | 3,884 | 3,884 | — | $38.44万 | 新建仓 |
| IESC | IES HOLDINGS INC | $38.86万 | 0.05% | 529 | 18 | 3.5% | $1.32万 | 加仓 |
| HEI/A | HEICO CORP NEW | $39.00万 | 0.05% | 1,512 | -136 | -8.3% | -$3.51万 | 减仓 |
| ROL | ROLLINS INC | $39.01万 | 0.05% | 9,346 | 205 | 2.2% | $8,557 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $39.40万 | 0.05% | 4,704 | 4,704 | — | $39.40万 | 新建仓 |
| PHM | PULTE GROUP INC | $39.46万 | 0.05% | 2,876 | -14 | -0.5% | -$1,921 | 减仓 |
| MKC | MCCORMICK & CO INC | $39.56万 | 0.05% | 7,846 | -913 | -10.4% | -$4.60万 | 减仓 |
| BE | BLOOM ENERGY CORP | $39.59万 | 0.05% | 1,308 | 1,308 | — | $39.59万 | 新建仓 |
| VYM | VANGUARD WHITEHALL FDS | $39.78万 | 0.05% | 2,517 | 104 | 4.3% | $1.64万 | 加仓 |
| ECHO | ECHOSTAR CORP 看涨期权 | $40.60万 | 0.05% | 4,000 | 4,000 | — | $40.60万 | 新建仓 |
| GLD | SPDR GOLD TR | $40.71万 | 0.05% | 1,105 | 108 | 10.8% | $3.98万 | 加仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $40.88万 | 0.05% | 5,081 | 5,081 | — | $40.88万 | 新建仓 |
| HEI | HEICO CORP NEW | $41.18万 | 0.05% | 1,156 | 23 | 2.0% | $8,192 | 加仓 |
| UMBF | UMB FINL CORP | $41.64万 | 0.05% | 2,917 | 2,917 | — | $41.64万 | 新建仓 |
| IOT | SAMSARA INC | $41.70万 | 0.05% | 12,860 | 12,860 | — | $41.70万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $41.90万 | 0.05% | 1,197 | 94 | 8.5% | $3.29万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $42.03万 | 0.05% | 2,678 | -244 | -8.4% | -$3.83万 | 减仓 |
| CB | CHUBB LIMITED | $42.12万 | 0.05% | 1,236 | -10 | -0.8% | -$3,407 | 减仓 |
| SHY | ISHARES TR | $42.42万 | 0.05% | 5,166 | 2,018 | 64.1% | $16.57万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $42.54万 | 0.05% | 2,577 | 561 | 27.8% | $9.26万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $42.65万 | 0.05% | 10,323 | 10,323 | — | $42.65万 | 新建仓 |
| SNY | SANOFI SA | $42.69万 | 0.05% | 10,008 | 4,856 | 94.3% | $20.72万 | 加仓 |
| DHI | D R HORTON INC | $42.84万 | 0.05% | 2,630 | 227 | 9.4% | $3.70万 | 加仓 |
| NFLX | NETFLIX INC. 看涨期权 | $42.84万 | 0.05% | 6,000 | 6,000 | — | $42.84万 | 新建仓 |
| ALL | ALLSTATE CORP | $43.07万 | 0.05% | 1,810 | 490 | 37.1% | $11.66万 | 加仓 |
| WAB | WABTEC | $43.14万 | 0.05% | 1,600 | 85 | 5.6% | $2.29万 | 加仓 |
| NKE | NIKE INC | $43.36万 | 0.05% | 10,561 | -507 | -4.6% | -$2.08万 | 减仓 |
| ILMN | ILLUMINA INC | $44.01万 | 0.05% | 2,503 | -884 | -26.1% | -$15.54万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $44.31万 | 0.05% | 5,764 | -1,272 | -18.1% | -$9.78万 | 减仓 |
| EWT | ISHARES INC | $44.35万 | 0.05% | 4,083 | 184 | 4.7% | $2.00万 | 加仓 |
| GM | GENERAL MTRS CO | $44.38万 | 0.05% | 5,758 | 228 | 4.1% | $1.76万 | 加仓 |
| STE | STERIS PLC | $45.21万 | 0.05% | 2,147 | 326 | 17.9% | $6.86万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $45.36万 | 0.05% | 1,630 | 87 | 5.6% | $2.42万 | 加仓 |
| ING | ING GROEP N.V. | $45.82万 | 0.05% | 14,601 | 4,325 | 42.1% | $13.57万 | 加仓 |
| SGOV | ISHARES TR | $46.32万 | 0.05% | 4,601 | 197 | 4.5% | $1.98万 | 加仓 |
| COCO | VITA COCO CO INC | $46.38万 | 0.05% | 7,013 | 7,013 | — | $46.38万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $46.65万 | 0.05% | 1,757 | 242 | 16.0% | $6.43万 | 加仓 |
| LIN | LINDE PLC | $46.70万 | 0.05% | 900 | 285 | 46.3% | $14.79万 | 加仓 |
| ROKU | ROKU INC | $46.79万 | 0.05% | 3,387 | 1,059 | 45.5% | $14.63万 | 加仓 |
| SHLD | GLOBAL X FDS | $47.42万 | 0.06% | 7,942 | -502 | -5.9% | -$3.00万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $47.60万 | 0.06% | 1,598 | 1,598 | — | $47.60万 | 新建仓 |
| — | EXXON MOBIL CORP 看跌期权 | $47.85万 | 0.06% | 3,500 | -4,000 | -53.3% | -$54.69万 | 减仓 |
| CXT | CRANE NXT CO | $48.06万 | 0.06% | 9,394 | 726 | 8.4% | $3.71万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $48.06万 | 0.06% | 1,114 | 1,114 | — | $48.06万 | 新建仓 |
| XLI | SELECT SECTOR SPDR TR | $49.10万 | 0.06% | 2,651 | -386 | -12.7% | -$7.15万 | 减仓 |
| BCPC | BALCHEM CORP | $49.27万 | 0.06% | 2,916 | 162 | 5.9% | $2.74万 | 加仓 |
| AMGN | AMGEN INC | $50.34万 | 0.06% | 1,390 | 84 | 6.4% | $3.04万 | 加仓 |
| NVMI | NOVA LTD | $50.38万 | 0.06% | 928 | -533 | -36.5% | -$28.94万 | 减仓 |
| URI | UNITED RENTALS INC | $50.64万 | 0.06% | 447 | 61 | 15.8% | $6.91万 | 加仓 |
| TFLO | ISHARES TR | $50.75万 | 0.06% | 10,023 | 10,023 | — | $50.75万 | 新建仓 |
| CARG | CARGURUS INC | $50.97万 | 0.06% | 14,953 | 2,103 | 16.4% | $7.17万 | 加仓 |
| BROS | DUTCH BROS INC | $51.03万 | 0.06% | 7,106 | 7,106 | — | $51.03万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $51.21万 | 0.06% | 6,279 | 6,279 | — | $51.21万 | 新建仓 |
| CTVA | CORTEVA INC | $51.22万 | 0.06% | 6,048 | 905 | 17.6% | $7.66万 | 加仓 |
| TPR | TAPESTRY INC | $51.32万 | 0.06% | 3,506 | 182 | 5.5% | $2.66万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $51.41万 | 0.06% | 4,912 | -268 | -5.2% | -$2.81万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $51.43万 | 0.06% | 10,302 | 3,346 | 48.1% | $16.70万 | 加仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $51.47万 | 0.06% | 6,246 | 6,246 | — | $51.47万 | 新建仓 |
| SONY | SONY GROUP CORP | $52.21万 | 0.06% | 26,025 | -8,029 | -23.6% | -$16.11万 | 减仓 |
| IXUS | ISHARES TR | $52.32万 | 0.06% | 5,482 | -14 | -0.3% | -$1,336 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $52.66万 | 0.06% | 690 | 75 | 12.2% | $5.72万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $53.20万 | 0.06% | 526 | 7 | 1.3% | $7,080 | 加仓 |
| GSK | GSK PLC | $53.57万 | 0.06% | 10,220 | 862 | 9.2% | $4.52万 | 加仓 |
| DDOG | DATADOG INC | $53.97万 | 0.06% | 2,073 | -70 | -3.3% | -$1.82万 | 减仓 |
| FROG | JFROG LTD | $54.64万 | 0.06% | 6,012 | 1,002 | 20.0% | $9.11万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $54.66万 | 0.06% | 2,220 | 124 | 5.9% | $3.05万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $54.74万 | 0.06% | 21,843 | -907 | -4.0% | -$2.27万 | 减仓 |
| ATI | ATI INC | $54.93万 | 0.06% | 2,787 | 2,787 | — | $54.93万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $55.00万 | 0.06% | 1,532 | -108 | -6.6% | -$3.88万 | 减仓 |
| JBTM | JBT MAREL CORPORATION | $55.06万 | 0.06% | 3,797 | 145 | 4.0% | $2.10万 | 加仓 |
| BJ | BJS WHSL CLUB HLDGS INC | $55.28万 | 0.06% | 6,338 | -279 | -4.2% | -$2.43万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $55.50万 | 0.06% | 1,130 | 307 | 37.3% | $15.08万 | 加仓 |
| MMSI | MERIT MED SYS INC | $56.02万 | 0.07% | 8,079 | 2,625 | 48.1% | $18.20万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $56.07万 | 0.07% | 2,943 | 1,207 | 69.5% | $23.00万 | 加仓 |
| TJX | TJX COS INC NEW | $56.12万 | 0.07% | 3,704 | -381 | -9.3% | -$5.77万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $56.53万 | 0.07% | 20,409 | -1,340 | -6.2% | -$3.71万 | 减仓 |
| O | REALTY INCOME CORP | $57.24万 | 0.07% | 9,239 | 249 | 2.8% | $1.54万 | 加仓 |
| KEX | KIRBY CORP | $57.57万 | 0.07% | 4,234 | 36 | 0.9% | $4,895 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $58.16万 | 0.07% | 13,747 | 1,198 | 9.5% | $5.07万 | 加仓 |
| AROC | ARCHROCK INC | $58.52万 | 0.07% | 14,374 | 14,374 | — | $58.52万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $58.53万 | 0.07% | 4,448 | -545 | -10.9% | -$7.17万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $58.62万 | 0.07% | 4,562 | 30 | 0.7% | $3,855 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $58.87万 | 0.07% | 11,706 | 1,921 | 19.6% | $9.66万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $59.46万 | 0.07% | 931 | 931 | — | $59.46万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $59.47万 | 0.07% | 1,595 | -89 | -5.3% | -$3.32万 | 减仓 |
| VO | VANGUARD INDEX FDS | $60.36万 | 0.07% | 7,492 | 7,492 | — | $60.36万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $61.14万 | 0.07% | 2,584 | -1,825 | -41.4% | -$43.18万 | 减仓 |
| LMAT | LEMAITRE VASCULAR INC | $61.32万 | 0.07% | 6,390 | 87 | 1.4% | $8,349 | 加仓 |