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 |
|---|---|---|---|---|---|---|---|---|
| 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 |