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 |
|---|---|---|---|---|---|---|---|---|
| BIL | SPDR SERIES TRUST | $4,924.93万 | 6.67% | 537,421 | 179,723 | 50.2% | $1,646.98万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $2,276.40万 | 3.08% | 130,528 | 2,148 | 1.7% | $37.46万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $2,250.93万 | 3.05% | 229,898 | 21,096 | 10.1% | $206.55万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1,819.17万 | 2.46% | 398,503 | 27,497 | 7.4% | $125.52万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,563.01万 | 2.12% | 42,224 | -4,226 | -9.1% | -$156.43万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $1,373.63万 | 1.86% | 242,776 | 20,855 | 9.4% | $118.00万 | 加仓 |
| AAPL | APPLE INC | $1,356.40万 | 1.84% | 53,446 | 10,339 | 24.0% | $262.39万 | 加仓 |
| GOOGL | ALPHABET INC | $1,339.49万 | 1.81% | 46,581 | 12 | 0.0% | $3,451 | 加仓 |
| AMZN | AMAZON COM INC | $1,268.34万 | 1.72% | 60,899 | -16,336 | -21.2% | -$340.23万 | 减仓 |
| TSLA | TESLA INC | $932.98万 | 1.26% | 25,097 | 2,209 | 9.7% | $82.12万 | 加仓 |
| GOOG | ALPHABET INC | $856.47万 | 1.16% | 29,764 | -3,227 | -9.8% | -$92.86万 | 减仓 |
| V | VISA INC | $817.97万 | 1.11% | 27,063 | -3,280 | -10.8% | -$99.14万 | 减仓 |
| META | META PLATFORMS INC | $811.39万 | 1.10% | 14,182 | 2,437 | 20.7% | $139.43万 | 加仓 |
| SHYG | ISHARES TR | $799.38万 | 1.08% | 188,933 | 24,115 | 14.6% | $102.03万 | 加仓 |
| SPSM | SPDR SERIES TRUST | $726.43万 | 0.98% | 150,338 | 12,358 | 9.0% | $59.71万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $720.62万 | 0.98% | 153,617 | -115,965 | -43.0% | -$543.99万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $677.65万 | 0.92% | 27,722 | -6,226 | -18.3% | -$152.19万 | 减仓 |
| NFLX | NETFLIX INC. | $671.81万 | 0.91% | 69,871 | 4,628 | 7.1% | $44.50万 | 加仓 |
| AVGO | BROADCOM INC | $671.73万 | 0.91% | 21,703 | -2,271 | -9.5% | -$70.29万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $659.62万 | 0.89% | 131,398 | 2,542 | 2.0% | $12.76万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $647.49万 | 0.88% | 29,804 | 29,804 | — | $647.49万 | 新建仓 |
| SPMB | SPDR SERIES TRUST | $598.98万 | 0.81% | 267,523 | 9,949 | 3.9% | $22.28万 | 加仓 |
| IEMG | ISHARES INC | $590.43万 | 0.80% | 84,650 | 80,828 | 2,114.8% | $563.77万 | 加仓 |
| ORCL | ORACLE CORP | $577.36万 | 0.78% | 39,247 | -14,459 | -26.9% | -$212.71万 | 减仓 |
| LLY | ELI LILLY & CO | $572.94万 | 0.78% | 6,229 | -1,985 | -24.2% | -$182.58万 | 减仓 |
| IEFA | ISHARES TR | $533.70万 | 0.72% | 58,953 | 58,953 | — | $533.70万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $526.11万 | 0.71% | 17,885 | 227 | 1.3% | $6.68万 | 加仓 |
| CVX | CHEVRON CORPORATION | $516.09万 | 0.70% | 24,944 | -1,576 | -5.9% | -$32.61万 | 减仓 |
| IEF | ISHARES TR | $515.12万 | 0.70% | 53,973 | 3,219 | 6.3% | $30.72万 | 加仓 |
| SPTL | SPDR SERIES TRUST | $485.95万 | 0.66% | 184,773 | 10,198 | 5.8% | $26.82万 | 加仓 |
| BA | BOEING CO | $485.50万 | 0.66% | 24,393 | 2,051 | 9.2% | $40.82万 | 加仓 |
| GOVT | ISHARES TR | $482.83万 | 0.65% | 210,751 | 1,605 | 0.8% | $3.68万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $467.97万 | 0.63% | 28,303 | 1,379 | 5.1% | $22.80万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $448.81万 | 0.61% | 54,237 | 2,211 | 4.2% | $18.30万 | 加仓 |
| RTX | RTX CORPORATION | $444.72万 | 0.60% | 23,054 | -1,409 | -5.8% | -$27.18万 | 减仓 |
| CSCO | CISCO SYS INC | $443.08万 | 0.60% | 57,105 | -6,624 | -10.4% | -$51.40万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $440.29万 | 0.60% | 9,188 | -288 | -3.0% | -$13.80万 | 减仓 |
| PEP | PEPSICO INC | $439.38万 | 0.60% | 28,294 | 1,239 | 4.6% | $19.24万 | 加仓 |
| SHOP | SHOPIFY INC | $435.92万 | 0.59% | 36,749 | -9,475 | -20.5% | -$112.39万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $434.23万 | 0.59% | 8,690 | -2,919 | -25.1% | -$145.86万 | 减仓 |
| IVV | ISHARES TR | $414.54万 | 0.56% | 6,346 | -528 | -7.7% | -$34.49万 | 减仓 |
| WFC | WELLS FARGO & CO | $387.01万 | 0.52% | 48,614 | -5,436 | -10.1% | -$43.28万 | 减仓 |
| ABBV | ABBVIE INC | $381.07万 | 0.52% | 17,522 | -260 | -1.5% | -$5.65万 | 减仓 |
| SHEL | SHELL PLC | $375.37万 | 0.51% | 40,362 | 1,580 | 4.1% | $14.69万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $352.27万 | 0.48% | 11,655 | 11,655 | — | $352.27万 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $330.30万 | 0.45% | 57,303 | 30,250 | 111.8% | $174.36万 | 加仓 |
| DIS | DISNEY WALT CO | $324.35万 | 0.44% | 33,653 | 1,410 | 4.4% | $13.59万 | 加仓 |
| SBUX | STARBUCKS CORP | $323.07万 | 0.44% | 36,061 | -7,702 | -17.6% | -$69.00万 | 减仓 |
| CRM | SALESFORCE INC | $322.93万 | 0.44% | 17,299 | 4,902 | 39.5% | $91.51万 | 加仓 |
| — | EXXON MOBIL CORP | $315.63万 | 0.43% | 18,604 | -1,991 | -9.7% | -$33.78万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $315.52万 | 0.43% | 51,455 | -683 | -1.3% | -$4.19万 | 减仓 |
| MDT | MEDTRONIC PLC | $314.21万 | 0.43% | 36,262 | -1,676 | -4.4% | -$14.52万 | 减仓 |
| AMAT | APPLIED MATLS INC | $313.80万 | 0.43% | 9,181 | 10 | 0.1% | $3,418 | 加仓 |
| HGER | HARBOR ETF TRUST | $299.16万 | 0.41% | 96,473 | -33,391 | -25.7% | -$103.55万 | 减仓 |
| GLDM | WORLD GOLD TR | $292.82万 | 0.40% | 31,591 | -14,893 | -32.0% | -$138.04万 | 减仓 |
| ASML | ASML HLDG NV | $282.66万 | 0.38% | 2,140 | -225 | -9.5% | -$29.72万 | 减仓 |
| BAC | BANK AMERICA CORP | $280.11万 | 0.38% | 57,458 | 1,912 | 3.4% | $9.32万 | 加仓 |
| NOW | SERVICENOW INC | $277.99万 | 0.38% | 26,589 | 2,868 | 12.1% | $29.98万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $275.91万 | 0.37% | 2,769 | 691 | 33.3% | $68.85万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $274.89万 | 0.37% | 28,451 | 619 | 2.2% | $5.98万 | 加仓 |
| NVO | NOVO-NORDISK A S | $272.95万 | 0.37% | 74,273 | 28,036 | 60.6% | $103.03万 | 加仓 |
| HD | HOME DEPOT INC | $272.03万 | 0.37% | 8,271 | 886 | 12.0% | $29.14万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $271.73万 | 0.37% | 13,387 | -2,640 | -16.5% | -$53.59万 | 减仓 |
| T | AT&T INC | $262.80万 | 0.36% | 90,651 | 20,539 | 29.3% | $59.54万 | 加仓 |
| CAT | CATERPILLAR INC | $262.09万 | 0.36% | 3,699 | -181 | -4.7% | -$12.82万 | 减仓 |
| CSMD | PROFESIONALLY MANAGED PORTFO | $260.59万 | 0.35% | 84,856 | 27,177 | 47.1% | $83.46万 | 加仓 |
| XHLF | BONDBLOXX ETF TRUST | $259.53万 | 0.35% | 51,566 | 842 | 1.7% | $4.24万 | 加仓 |
| CME | CME GROUP INC | $255.92万 | 0.35% | 8,665 | 2,303 | 36.2% | $68.02万 | 加仓 |
| CVS | CVS HEALTH CORP | $248.28万 | 0.34% | 34,569 | 2,594 | 8.1% | $18.63万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $241.53万 | 0.33% | 17,462 | 4,216 | 31.8% | $58.32万 | 加仓 |
| MRK | MERCK & CO INC | $240.35万 | 0.33% | 19,981 | -4,038 | -16.8% | -$48.57万 | 减仓 |
| PFE | PFIZER INC | $240.13万 | 0.33% | 85,515 | 9,843 | 13.0% | $27.64万 | 加仓 |
| UL | UNILEVER PLC | $237.78万 | 0.32% | 41,737 | -650 | -1.5% | -$3.70万 | 减仓 |
| COP | CONOCOPHILLIPS | $237.47万 | 0.32% | 17,990 | 56 | 0.3% | $7,392 | 加仓 |
| VXUS | VANGUARD STAR FDS | $230.54万 | 0.31% | 29,897 | -19,932 | -40.0% | -$153.70万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $229.94万 | 0.31% | 15,919 | 3,436 | 27.5% | $49.63万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $229.08万 | 0.31% | 3,834 | 827 | 27.5% | $49.41万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $226.31万 | 0.31% | 23,004 | 2,205 | 10.6% | $21.69万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $217.70万 | 0.29% | 15,620 | -1,130 | -6.7% | -$15.75万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $216.29万 | 0.29% | 33,276 | 1,631 | 5.2% | $10.60万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $216.09万 | 0.29% | 71,861 | 1,334 | 1.9% | $4.01万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $215.41万 | 0.29% | 4,824 | 510 | 11.8% | $22.77万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $211.74万 | 0.29% | 9,910 | 4,153 | 72.1% | $88.73万 | 加仓 |
| USB | US BANCORP | $210.56万 | 0.29% | 40,484 | -4,279 | -9.6% | -$22.26万 | 减仓 |
| STIP | ISHARES TR | $207.04万 | 0.28% | 20,018 | -21,576 | -51.9% | -$223.16万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $203.67万 | 0.28% | 4,418 | -1,205 | -21.4% | -$55.55万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $200.84万 | 0.27% | 27,717 | 2,377 | 9.4% | $17.22万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $199.92万 | 0.27% | 10,082 | -3,458 | -25.5% | -$68.57万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $198.31万 | 0.27% | 13,557 | -1,278 | -8.6% | -$18.69万 | 减仓 |
| KO | COCA COLA CO | $197.21万 | 0.27% | 25,932 | 467 | 1.8% | $3.55万 | 加仓 |
| ZTS | ZOETIS INC | $195.31万 | 0.26% | 16,522 | -7,793 | -32.1% | -$92.12万 | 减仓 |
| MCD | MCDONALDS CORP | $194.56万 | 0.26% | 6,260 | 14 | 0.2% | $4,351 | 加仓 |
| GLW | CORNING INC | $192.76万 | 0.26% | 14,177 | -3,104 | -18.0% | -$42.20万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $190.10万 | 0.26% | 12,674 | 3,326 | 35.6% | $49.89万 | 加仓 |
| MPC | MARATHON PETE CORP | $188.97万 | 0.26% | 7,739 | 1,110 | 16.7% | $27.10万 | 加仓 |
| IDXX | IDEXX LABS INC | $187.00万 | 0.25% | 3,328 | -1,469 | -30.6% | -$82.54万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $184.42万 | 0.25% | 5,373 | -248 | -4.4% | -$8.51万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $184.26万 | 0.25% | 10,677 | 1,320 | 14.1% | $22.78万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $181.24万 | 0.25% | 4,450 | 105 | 2.4% | $4.28万 | 加仓 |
| LOW | LOWES COS INC | $180.03万 | 0.24% | 7,619 | 980 | 14.8% | $23.16万 | 加仓 |