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 |
|---|---|---|---|---|---|---|---|---|
| HBAN | HUNTINGTON BANCSHARES INC | $19.24万 | 0.02% | 10,851 | 10,851 | — | $19.24万 | 新建仓 |
| BRBR | BELLRING BRANDS INC | $15.84万 | 0.02% | 12,238 | 12,238 | — | $15.84万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $15.59万 | 0.02% | 11,790 | 1,654 | 16.3% | $2.19万 | 加仓 |
| HLN | HALEON PLC | $14.97万 | 0.02% | 16,047 | 16,047 | — | $14.97万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP | $11.46万 | 0.01% | 20,000 | 10,000 | 100.0% | $5.73万 | 加仓 |
| AVTR | AVANTOR INC | $10.99万 | 0.01% | 11,100 | 887 | 8.7% | $8,781 | 重新持有 |
| VRRM | VERRA MOBILITY CORP | $10.24万 | 0.01% | 24,083 | 24,083 | — | $10.24万 | 新建仓 |
| UAA | UNDER ARMOUR INC | $9.81万 | 0.01% | 15,358 | 4,040 | 35.7% | $2.58万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION 看涨期权 | $9.35万 | 0.01% | 100 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC 看涨期权 | $4.21万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $4.04万 | 0.00% | 398 | 398 | — | $4.04万 | 新建仓 |
| AVGO | BROADCOM INC 看涨期权 | $3.78万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP 看涨期权 | $1.71万 | 0.00% | 100 | 100 | — | $1.71万 | 新建仓 |
| FOXA | FOX CORP | $1.14万 | 0.00% | 219 | 219 | — | $1.14万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $1.00万 | 0.00% | 100 | 100 | — | $1.00万 | 新建仓 |
| XHLF | BONDBLOXX ETF TRUST | $0 | 0.00% | 0 | -51,566 | -100.0% | -$259.53万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -16,522 | -100.0% | -$195.31万 | 清仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $0 | 0.00% | 0 | -79,682 | -100.0% | -$138.01万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -95,900 | -100.0% | -$135.12万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -4,092 | -100.0% | -$132.08万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -2,722 | -100.0% | -$107.92万 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -12,207 | -100.0% | -$86.33万 | 清仓 |
| PRIM | PRIMORIS SVCS CORP | $0 | 0.00% | 0 | -5,120 | -100.0% | -$73.24万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -2,163 | -100.0% | -$71.03万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -10,965 | -100.0% | -$49.60万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -4,048 | -100.0% | -$49.43万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -2,463 | -100.0% | -$48.72万 | 清仓 |
| TILE | INTERFACE INC | $0 | 0.00% | 0 | -18,697 | -100.0% | -$46.59万 | 清仓 |
| CALX | CALIX INC | $0 | 0.00% | 0 | -9,483 | -100.0% | -$46.46万 | 清仓 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -9,391 | -100.0% | -$42.54万 | 清仓 |
| COO | COOPER COS INC | $0 | 0.00% | 0 | -5,706 | -100.0% | -$40.80万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -25,992 | -100.0% | -$38.73万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -10,683 | -100.0% | -$37.54万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -6,163 | -100.0% | -$36.53万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -5,855 | -100.0% | -$35.87万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -2,450 | -100.0% | -$34.91万 | 清仓 |
| YETI | YETI HLDGS INC | $0 | 0.00% | 0 | -9,166 | -100.0% | -$33.54万 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -1,459 | -100.0% | -$30.62万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -1,951 | -100.0% | -$29.18万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -2,210 | -100.0% | -$27.73万 | 清仓 |
| IBP | INSTALLED BLDG PRODS INC | $0 | 0.00% | 0 | -1,018 | -100.0% | -$26.99万 | 清仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $0 | 0.00% | 0 | -5,811 | -100.0% | -$25.46万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,272 | -100.0% | -$25.19万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -1,564 | -100.0% | -$24.60万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -212 | -100.0% | -$24.57万 | 清仓 |
| AZTA | AZENTA INC | $0 | 0.00% | 0 | -11,300 | -100.0% | -$23.88万 | 清仓 |
| EPAC | ENERPAC TOOL GROUP CORP | $0 | 0.00% | 0 | -6,544 | -100.0% | -$23.87万 | 清仓 |
| MORN | MORNINGSTAR INC | $0 | 0.00% | 0 | -1,368 | -100.0% | -$23.13万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -2,891 | -100.0% | -$23.00万 | 清仓 |
| RYAN | RYAN SPECIALTY HOLDINGS INC | $0 | 0.00% | 0 | -6,718 | -100.0% | -$22.67万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -1,048 | -100.0% | -$22.62万 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC | $0 | 0.00% | 0 | -7,358 | -100.0% | -$22.41万 | 清仓 |
| BILS | SPDR SERIES TRUST | $0 | 0.00% | 0 | -2,214 | -100.0% | -$22.02万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -2,511 | -100.0% | -$21.87万 | 清仓 |
| LQD | ISHARES TR | $0 | 0.00% | 0 | -1,961 | -100.0% | -$21.37万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,308 | -100.0% | -$21.25万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -732 | -100.0% | -$20.44万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -1,076 | -100.0% | -$20.40万 | 清仓 |
| YUMC | YUM CHINA HLDGS INC | $0 | 0.00% | 0 | -4,167 | -100.0% | -$20.33万 | 清仓 |
| VOT | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -787 | -100.0% | -$20.25万 | 清仓 |
| NCNO | NCINO INC | $0 | 0.00% | 0 | -12,992 | -100.0% | -$19.46万 | 清仓 |
| EFC | ELLINGTON FINANCIAL INC | $0 | 0.00% | 0 | -11,324 | -100.0% | -$13.42万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $0 | 0.00% | 0 | -300 | -100.0% | -$5.23万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -100 | -100.0% | -$1.46万 | 清仓 |