Portus Wealth Advisors, LLC
CHARLOTTE NC · SEC CIK 0002097516
$1.21亿2026Q2 申报市值
50持仓数
60.8%前十大占比 · 第一大 15.5%
1 / 519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
EEM 加仓+$293.64万
MU 加仓+$129.41万
DIREXION SHARES 加仓+$69.85万
SPGI 新建仓+$42.36万
ACWI 加仓+$38.71万
2026Q2 卖出最多 按季末市值估算
CWI 减仓-$241.37万
SPY 减仓-$83.03万
HONEYWELL INTL I 清仓-$39.45万
SPGI 清仓-$32.80万
LRCX 减仓-$30.42万
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 |
|---|---|---|---|---|---|---|---|---|
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -1,745 | -100.0% | -$39.45万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -771 | -100.0% | -$32.80万 | 清仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $0 | 0.00% | 0 | -6,921 | -100.0% | -$24.53万 | 清仓 |
| COP | CONOCOPHILLIPS | $0 | 0.00% | 0 | -1,316 | -100.0% | -$17.37万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -495 | -100.0% | -$16.19万 | 清仓 |
| SCHA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -5,334 | -100.0% | -$15.51万 | 清仓 |
| XLY | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -1,286 | -100.0% | -$14.01万 | 清仓 |
| VGT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -1,600 | -100.0% | -$13.95万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -2,760 | -100.0% | -$13.45万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -445 | -100.0% | -$12.77万 | 清仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,997 | -100.0% | -$10.89万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -780 | -100.0% | -$10.22万 | 清仓 |
| COST | COSTCO WHOLESALE CORPORATION | $0 | 0.00% | 0 | -95 | -100.0% | -$9.47万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -320 | -100.0% | -$8.94万 | 清仓 |
| PSX | PHILLIPS 66 | $0 | 0.00% | 0 | -485 | -100.0% | -$8.84万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -2,143 | -100.0% | -$8.23万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -371 | -100.0% | -$8.07万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -524 | -100.0% | -$7.71万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -607 | -100.0% | -$7.45万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -451 | -100.0% | -$7.30万 | 清仓 |
| ARKQ | ARK ETF TR | $0 | 0.00% | 0 | -612 | -100.0% | -$6.88万 | 清仓 |
| AMD | ADVANCED MICRO DEVICES INC | $0 | 0.00% | 0 | -325 | -100.0% | -$6.61万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -38 | -100.0% | -$6.57万 | 清仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $0 | 0.00% | 0 | -1,710 | -100.0% | -$6.47万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -159 | -100.0% | -$6.21万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -510 | -100.0% | -$5.33万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -87 | -100.0% | -$4.35万 | 清仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -408 | -100.0% | -$4.15万 | 清仓 |
| — | ALPS ETF TR | $0 | 0.00% | 0 | -930 | -100.0% | -$3.79万 | 清仓 |
| NEE | NEXTERA ENERGY INC | $0 | 0.00% | 0 | -400 | -100.0% | -$3.72万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -215 | -100.0% | -$3.65万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -215 | -100.0% | -$3.53万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -200 | -100.0% | -$3.37万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -420 | -100.0% | -$3.31万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -360 | -100.0% | -$3.25万 | 清仓 |
| STM | STMICROELECTRONICS N V | $0 | 0.00% | 0 | -933 | -100.0% | -$3.22万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -66 | -100.0% | -$3.20万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -24 | -100.0% | -$3.17万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -56 | -100.0% | -$3.15万 | 清仓 |
| ASTS | AST SPACEMOBILE INC | $0 | 0.00% | 0 | -366 | -100.0% | -$3.03万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -448 | -100.0% | -$2.91万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -140 | -100.0% | -$2.72万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -107 | -100.0% | -$2.59万 | 清仓 |
| QLD | PROSHARES TR | $0 | 0.00% | 0 | -422 | -100.0% | -$2.58万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -348 | -100.0% | -$2.50万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -79 | -100.0% | -$2.40万 | 清仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -242 | -100.0% | -$2.28万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -69 | -100.0% | -$2.27万 | 清仓 |
| HACK | AMPLIFY ETF TR | $0 | 0.00% | 0 | -302 | -100.0% | -$2.27万 | 清仓 |
| OC | OWENS CORNING NEW | $0 | 0.00% | 0 | -206 | -100.0% | -$2.23万 | 清仓 |
| EUAD | SPINNAKER ETF SERIES | $0 | 0.00% | 0 | -521 | -100.0% | -$2.12万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -22 | -100.0% | -$2.12万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -123 | -100.0% | -$2.03万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.98万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1.97万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -150 | -100.0% | -$1.97万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -178 | -100.0% | -$1.95万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -25 | -100.0% | -$1.93万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -60 | -100.0% | -$1.85万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -201 | -100.0% | -$1.85万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -198 | -100.0% | -$1.84万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -616 | -100.0% | -$1.79万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -64 | -100.0% | -$1.78万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -229 | -100.0% | -$1.75万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1.69万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -61 | -100.0% | -$1.51万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -118 | -100.0% | -$1.49万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -30 | -100.0% | -$1.42万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -28 | -100.0% | -$1.39万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -595 | -100.0% | -$1.35万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -258 | -100.0% | -$1.33万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.25万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -77 | -100.0% | -$1.25万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -82 | -100.0% | -$1.20万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -64 | -100.0% | -$1.19万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -172 | -100.0% | -$1.19万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -173 | -100.0% | -$1.18万 | 清仓 |
| DXJ | WISDOMTREE TR | $0 | 0.00% | 0 | -74 | -100.0% | -$1.17万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -71 | -100.0% | -$1.17万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -84 | -100.0% | -$1.10万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -76 | -100.0% | -$1.10万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -70 | -100.0% | -$1.03万 | 清仓 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -289 | -100.0% | -$1.03万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -36 | -100.0% | -$1.02万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -211 | -100.0% | -$9,857 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$9,824 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -80 | -100.0% | -$9,623 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -24 | -100.0% | -$9,552 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -13 | -100.0% | -$9,471 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -49 | -100.0% | -$9,452 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -59 | -100.0% | -$8,898 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -27 | -100.0% | -$8,874 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -40 | -100.0% | -$8,602 | 清仓 |
| CX | CEMEX SA EURO MTN BE 144A | $0 | 0.00% | 0 | -701 | -100.0% | -$8,019 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -23 | -100.0% | -$7,861 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -85 | -100.0% | -$7,826 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -81 | -100.0% | -$7,533 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -169 | -100.0% | -$7,458 | 清仓 |
| LIT | GLOBAL X FDS | $0 | 0.00% | 0 | -100 | -100.0% | -$7,435 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -27 | -100.0% | -$7,303 | 清仓 |