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 |
|---|---|---|---|---|---|---|---|---|
| CVX | CHEVRON CORPORATION | $516.09万 | 0.70% | 24,944 | -1,576 | -5.9% | -$32.61万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $526.11万 | 0.71% | 17,885 | 227 | 1.3% | $6.68万 | 加仓 |
| IEFA | ISHARES TR | $533.70万 | 0.72% | 58,953 | 58,953 | — | $533.70万 | 新建仓 |
| LLY | ELI LILLY & CO | $572.94万 | 0.78% | 6,229 | -1,985 | -24.2% | -$182.58万 | 减仓 |
| ORCL | ORACLE CORP | $577.36万 | 0.78% | 39,247 | -14,459 | -26.9% | -$212.71万 | 减仓 |
| IEMG | ISHARES INC | $590.43万 | 0.80% | 84,650 | 80,828 | 2,114.8% | $563.77万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $598.98万 | 0.81% | 267,523 | 9,949 | 3.9% | $22.28万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $647.49万 | 0.88% | 29,804 | 29,804 | — | $647.49万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $659.62万 | 0.89% | 131,398 | 2,542 | 2.0% | $12.76万 | 加仓 |
| AVGO | BROADCOM INC | $671.73万 | 0.91% | 21,703 | -2,271 | -9.5% | -$70.29万 | 减仓 |
| NFLX | NETFLIX INC. | $671.81万 | 0.91% | 69,871 | 4,628 | 7.1% | $44.50万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $677.65万 | 0.92% | 27,722 | -6,226 | -18.3% | -$152.19万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $720.62万 | 0.98% | 153,617 | -115,965 | -43.0% | -$543.99万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $726.43万 | 0.98% | 150,338 | 12,358 | 9.0% | $59.71万 | 加仓 |
| SHYG | ISHARES TR | $799.38万 | 1.08% | 188,933 | 24,115 | 14.6% | $102.03万 | 加仓 |
| META | META PLATFORMS INC | $811.39万 | 1.10% | 14,182 | 2,437 | 20.7% | $139.43万 | 加仓 |
| V | VISA INC | $817.97万 | 1.11% | 27,063 | -3,280 | -10.8% | -$99.14万 | 减仓 |
| GOOG | ALPHABET INC | $856.47万 | 1.16% | 29,764 | -3,227 | -9.8% | -$92.86万 | 减仓 |
| TSLA | TESLA INC | $932.98万 | 1.26% | 25,097 | 2,209 | 9.7% | $82.12万 | 加仓 |
| AMZN | AMAZON COM INC | $1,268.34万 | 1.72% | 60,899 | -16,336 | -21.2% | -$340.23万 | 减仓 |
| GOOGL | ALPHABET INC | $1,339.49万 | 1.81% | 46,581 | 12 | 0.0% | $3,451 | 加仓 |
| AAPL | APPLE INC | $1,356.40万 | 1.84% | 53,446 | 10,339 | 24.0% | $262.39万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,373.63万 | 1.86% | 242,776 | 20,855 | 9.4% | $118.00万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,563.01万 | 2.12% | 42,224 | -4,226 | -9.1% | -$156.43万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $1,819.17万 | 2.46% | 398,503 | 27,497 | 7.4% | $125.52万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,250.93万 | 3.05% | 229,898 | 21,096 | 10.1% | $206.55万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,276.40万 | 3.08% | 130,528 | 2,148 | 1.7% | $37.46万 | 加仓 |
| BIL | SPDR SERIES TRUST | $4,924.93万 | 6.67% | 537,421 | 179,723 | 50.2% | $1,646.98万 | 加仓 |