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 |
|---|---|---|---|---|---|---|---|---|
| GLW | CORNING INC | $319.33万 | 0.37% | 12,502 | -1,675 | -11.8% | -$42.78万 | 减仓 |
| CVS | CVS HEALTH CORP | $328.42万 | 0.38% | 31,747 | -2,822 | -8.2% | -$29.19万 | 减仓 |
| SHEL | SHELL PLC | $329.59万 | 0.38% | 42,506 | 2,144 | 5.3% | $16.62万 | 加仓 |
| DIS | DISNEY WALT CO | $337.81万 | 0.39% | 35,097 | 1,444 | 4.3% | $13.90万 | 加仓 |
| BAC | BANK OF AMER CORP | $350.65万 | 0.41% | 61,540 | 4,082 | 7.1% | $23.26万 | 加仓 |
| SBUX | STARBUCKS CORP | $351.44万 | 0.41% | 34,391 | -1,670 | -4.6% | -$17.07万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $355.15万 | 0.41% | 29,812 | 1,361 | 4.8% | $16.21万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $365.51万 | 0.43% | 23,288 | 5,826 | 33.4% | $91.44万 | 加仓 |
| NVO | NOVO-NORDISK A S | $365.58万 | 0.43% | 76,258 | 1,985 | 2.7% | $9.52万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $367.30万 | 0.43% | 63,502 | 6,199 | 10.8% | $35.86万 | 加仓 |
| CAT | CATERPILLAR INC | $373.30万 | 0.43% | 3,505 | -194 | -5.2% | -$20.66万 | 减仓 |
| QQQ | INVESCO QQQ TR | $377.08万 | 0.44% | 5,121 | 2,542 | 98.6% | $187.18万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $381.28万 | 0.44% | 7,423 | -1,267 | -14.6% | -$65.08万 | 减仓 |
| SHOP | SHOPIFY INC | $384.17万 | 0.45% | 33,646 | -3,103 | -8.4% | -$35.43万 | 减仓 |
| PEP | PEPSICO INC | $388.63万 | 0.45% | 28,703 | 409 | 1.4% | $5.54万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $399.74万 | 0.47% | 55,304 | 3,849 | 7.5% | $27.82万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $402.22万 | 0.47% | 9,282 | -628 | -6.3% | -$27.21万 | 减仓 |
| FLJP | FRANKLIN TEMPLETON ETF TR | $405.26万 | 0.47% | 101,953 | 101,953 | — | $405.26万 | 新建仓 |
| WFC | WELLS FARGO & CO | $411.23万 | 0.48% | 49,762 | 1,148 | 2.4% | $9.49万 | 加仓 |
| CVX | CHEVRON CORPORATION | $423.34万 | 0.49% | 25,540 | 596 | 2.4% | $9.88万 | 加仓 |
| ASML | ASML HLDG NV | $433.70万 | 0.51% | 2,180 | 40 | 1.9% | $7.96万 | 加仓 |
| ABBV | ABBVIE INC | $445.71万 | 0.52% | 17,712 | 190 | 1.1% | $4.78万 | 加仓 |
| HGER | HARBOR ETF TRUST | $449.70万 | 0.52% | 153,273 | 56,800 | 58.9% | $166.65万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $465.90万 | 0.54% | 56,371 | 2,134 | 3.9% | $17.64万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $471.52万 | 0.55% | 9,423 | 235 | 2.6% | $11.76万 | 加仓 |
| CSCO | CISCO SYS INC | $472.33万 | 0.55% | 40,212 | -16,893 | -29.6% | -$198.42万 | 减仓 |
| RTX | RTX CORPORATION | $474.15万 | 0.55% | 24,991 | 1,937 | 8.4% | $36.75万 | 加仓 |
| GOVT | ISHARES TR | $496.44万 | 0.58% | 217,927 | 7,176 | 3.4% | $16.35万 | 加仓 |
| IVV | ISHARES TR | $510.54万 | 0.59% | 6,817 | 471 | 7.4% | $35.27万 | 加仓 |
| NFLX | NETFLIX INC. | $517.19万 | 0.60% | 72,435 | 2,564 | 3.7% | $18.31万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $521.19万 | 0.61% | 198,701 | 13,928 | 7.5% | $36.53万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $524.68万 | 0.61% | 29,002 | 699 | 2.5% | $12.65万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $533.59万 | 0.62% | 126,025 | -5,373 | -4.1% | -$22.75万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $536.68万 | 0.63% | 14,675 | 3,020 | 25.9% | $110.44万 | 加仓 |
| ORCL | ORACLE CORP | $538.98万 | 0.63% | 36,778 | -2,469 | -6.3% | -$36.18万 | 减仓 |
| BA | BOEING CO | $557.91万 | 0.65% | 25,773 | 1,380 | 5.7% | $29.87万 | 加仓 |
| AMAT | APPLIED MATLS INC | $570.82万 | 0.67% | 7,895 | -1,286 | -14.0% | -$92.98万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $571.09万 | 0.67% | 64,985 | 60,648 | 1,398.4% | $532.98万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $571.95万 | 0.67% | 4,955 | 2,421 | 95.5% | $279.46万 | 加仓 |
| IEF | ISHARES TR | $596.50万 | 0.70% | 63,075 | 9,102 | 16.9% | $86.08万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $603.64万 | 0.70% | 18,442 | 557 | 3.1% | $18.23万 | 加仓 |
| SPMB | SPDR SERIES TRUST | $635.74万 | 0.74% | 284,956 | 17,433 | 6.5% | $38.89万 | 加仓 |
| IEFA | ISHARES TR | $676.19万 | 0.79% | 70,013 | 11,060 | 18.8% | $106.82万 | 加仓 |
| LLY | ELI LILLY & CO | $686.11万 | 0.80% | 5,720 | -509 | -8.2% | -$61.05万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $723.73万 | 0.84% | 28,497 | 775 | 2.8% | $19.68万 | 加仓 |
| IEMG | ISHARES INC | $797.82万 | 0.93% | 96,309 | 11,659 | 13.8% | $96.58万 | 加仓 |
| META | META PLATFORMS INC | $831.13万 | 0.97% | 14,755 | 573 | 4.0% | $32.28万 | 加仓 |
| AVGO | BROADCOM INC | $862.11万 | 1.00% | 22,822 | 1,119 | 5.2% | $42.27万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $882.83万 | 1.03% | 170,496 | 16,879 | 11.0% | $87.40万 | 加仓 |
| SHYG | ISHARES TR | $887.92万 | 1.03% | 209,365 | 20,432 | 10.8% | $86.65万 | 加仓 |
| V | VISA INC | $895.26万 | 1.04% | 26,094 | -969 | -3.6% | -$33.25万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $898.09万 | 1.05% | 36,960 | 7,156 | 24.0% | $173.88万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $935.80万 | 1.09% | 162,268 | 11,930 | 7.9% | $68.80万 | 加仓 |
| GOOG | ALPHABET INC | $1,016.93万 | 1.18% | 28,782 | -982 | -3.3% | -$34.70万 | 减仓 |
| TSLA | TESLA INC | $1,091.43万 | 1.27% | 25,949 | 852 | 3.4% | $35.84万 | 加仓 |
| AMZN | AMAZON COM INC | $1,466.43万 | 1.71% | 61,527 | 628 | 1.0% | $14.97万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $1,555.98万 | 1.81% | 255,960 | 13,184 | 5.4% | $80.15万 | 加仓 |
| AAPL | APPLE INC | $1,629.26万 | 1.90% | 56,306 | 2,860 | 5.4% | $82.76万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,630.97万 | 1.90% | 43,724 | 1,500 | 3.6% | $55.95万 | 加仓 |
| GOOGL | ALPHABET INC | $1,746.52万 | 2.03% | 48,871 | 2,290 | 4.9% | $81.84万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $2,105.16万 | 2.45% | 417,773 | 19,270 | 4.8% | $97.10万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,754.62万 | 3.21% | 137,669 | 7,141 | 5.5% | $142.88万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,774.06万 | 3.23% | 233,134 | 3,236 | 1.4% | $38.51万 | 加仓 |
| BIL | SPDR SERIES TRUST | $4,552.34万 | 5.30% | 496,763 | -40,658 | -7.6% | -$372.59万 | 减仓 |