13F 机构持仓

Portus Wealth Advisors, LLC

CHARLOTTE NC · SEC CIK 0002097516

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.21亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ACWI 15.5%
SCHG 10.4%
CWI 7.4%
VTV 6.7%
GRNY 6.0%
SCHD 3.7%
LRCX 2.9%
AAPL 2.8%
RSPT 2.8%
CAT 2.6%

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
EOG EOG RES INC $00.00%0 -48-100.0% -$6,902 清仓
C CITIGROUP INC $00.00%0 -60-100.0% -$6,805 清仓
VAC MARRIOTT VACATIONS WORLDWIDE $00.00%0 -104-100.0% -$6,772 清仓
TJX TJX COS INC NEW $00.00%0 -42-100.0% -$6,707 清仓
COMP COMPASS INC $00.00%0 -917-100.0% -$6,703 清仓
APH AMPHENOL CORP $00.00%0 -53-100.0% -$6,697 清仓
IEF ISHARES TR $00.00%0 -69-100.0% -$6,585 清仓
INTU INTUIT $00.00%0 -15-100.0% -$6,486 清仓
AMGN AMGEN INC $00.00%0 -18-100.0% -$6,333 清仓
PH PARKER-HANNIFIN CORP $00.00%0 -7-100.0% -$6,267 清仓
MRSH MARSH & MCLENNAN COS INC $00.00%0 -36-100.0% -$6,244 清仓
GLD SPDR GOLD TR $00.00%0 -14-100.0% -$6,178 清仓
LOW LOWES COS INC $00.00%0 -26-100.0% -$6,143 清仓
SHLD GLOBAL X FDS $00.00%0 -86-100.0% -$6,092 清仓
PLD PROLOGIS INC. $00.00%0 -45-100.0% -$5,948 清仓
COIN COINBASE GLOBAL INC $00.00%0 -34-100.0% -$5,937 清仓
TMO THERMO FISHER SCIENTIFIC INC $00.00%0 -12-100.0% -$5,898 清仓
DLR DIGITAL RLTY TR INC $00.00%0 -32-100.0% -$5,767 清仓
ISRG INTUITIVE SURGICAL INC $00.00%0 -12-100.0% -$5,532 清仓
ECHO ECHOSTAR CORP $00.00%0 -45-100.0% -$5,268 清仓
NEM NEWMONT CORP $00.00%0 -48-100.0% -$5,196 清仓
KVUE KENVUE INC $00.00%0 -300-100.0% -$5,172 清仓
KKR KKR & CO INC $00.00%0 -55-100.0% -$5,089 清仓
GILD GILEAD SCIENCES INC $00.00%0 -36-100.0% -$5,017 清仓
WELL WELLTOWER INC $00.00%0 -25-100.0% -$4,943 清仓
FSLR FIRST SOLAR INC $00.00%0 -25-100.0% -$4,932 清仓
EQIX EQUINIX INC $00.00%0 -5-100.0% -$4,901 清仓
INDA ISHARES TR $00.00%0 -104-100.0% -$4,871 清仓
ADBE ADOBE INC $00.00%0 -20-100.0% -$4,862 清仓
— ETFIS SER TR I $00.00%0 -58-100.0% -$4,818 清仓
VOO VANGUARD INDEX FDS $00.00%0 -8-100.0% -$4,800 清仓
COF CAPITAL ONE FINL CORP $00.00%0 -26-100.0% -$4,743 清仓
TSM TAIWAN SEMICONDUCTOR MANUFAC $00.00%0 -14-100.0% -$4,731 清仓
AKRE PROFESIONALLY MANAGED PORTFO $00.00%0 -88-100.0% -$4,651 清仓
ICE INTERCONTINENTAL EXCHANGE IN $00.00%0 -29-100.0% -$4,561 清仓
CSX CSX CORP $00.00%0 -110-100.0% -$4,516 清仓
SBUX STARBUCKS CORP $00.00%0 -50-100.0% -$4,480 清仓
WM WASTE MGMT INC DEL $00.00%0 -19-100.0% -$4,397 清仓
UNH UNITEDHEALTH GROUP INC $00.00%0 -16-100.0% -$4,329 清仓
CMI CUMMINS INC $00.00%0 -8-100.0% -$4,304 清仓
BX BLACKSTONE INC $00.00%0 -37-100.0% -$4,255 清仓
BMY BRISTOL-MYERS SQUIBB CO $00.00%0 -70-100.0% -$4,246 清仓
BNY BANK NEW YORK MELLON CORP $00.00%0 -35-100.0% -$4,152 清仓
ABT ABBOTT LABORATORIES $00.00%0 -40-100.0% -$4,107 清仓
DIS DISNEY WALT CO $00.00%0 -42-100.0% -$4,048 清仓
— VOLATILITY SHS TR $00.00%0 -481-100.0% -$4,023 清仓
— BANK MONTREAL MEDIUM $00.00%0 -253-100.0% -$3,954 清仓
XPO XPO INC $00.00%0 -20-100.0% -$3,891 清仓
MET METLIFE INC $00.00%0 -55-100.0% -$3,890 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -11-100.0% -$3,775 清仓
— INVESCO EXCH TRADED FD TR II $00.00%0 -130-100.0% -$3,769 清仓
NSC NORFOLK SOUTHN CORP $00.00%0 -13-100.0% -$3,731 清仓
— WARNER BROS DISCOVERY INC $00.00%0 -135-100.0% -$3,707 清仓
AU ANGLOGOLD ASHANTI PLC $00.00%0 -38-100.0% -$3,700 清仓
— GLOBAL X FDS $00.00%0 -158-100.0% -$3,650 清仓
PFE PFIZER INC $00.00%0 -130-100.0% -$3,650 清仓
DHR DANAHER CORP DEL $00.00%0 -19-100.0% -$3,602 清仓
CMCSA COMCAST CORP NEW $00.00%0 -125-100.0% -$3,589 清仓
CB CHUBB LTD SWITZ $00.00%0 -11-100.0% -$3,585 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -12-100.0% -$3,513 清仓
MCK MCKESSON CORP $00.00%0 -4-100.0% -$3,461 清仓
CVS CVS HEALTH CORP $00.00%0 -48-100.0% -$3,451 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -5-100.0% -$3,411 清仓
ETR ENTERGY CORP NEW $00.00%0 -30-100.0% -$3,371 清仓
BKR BAKER HUGHES COMPANY $00.00%0 -55-100.0% -$3,358 清仓
PATH UIPATH INC $00.00%0 -302-100.0% -$3,353 清仓
PWR QUANTA SVCS INC $00.00%0 -6-100.0% -$3,294 清仓
JCI JOHNSON CONTROLS INTERNATION $00.00%0 -25-100.0% -$3,274 清仓
TER TERADYNE INC $00.00%0 -11-100.0% -$3,261 清仓
ENB ENBRIDGE INC $00.00%0 -60-100.0% -$3,248 清仓
HWM HOWMET AEROSPACE INC $00.00%0 -14-100.0% -$3,226 清仓
TRV TRAVELERS COMPANIES INC $00.00%0 -11-100.0% -$3,208 清仓
LUV SOUTHWEST AIRLS CO $00.00%0 -85-100.0% -$3,193 清仓
EBAY EBAY INC. $00.00%0 -35-100.0% -$3,186 清仓
ADI ANALOG DEVICES INC $00.00%0 -10-100.0% -$3,181 清仓
PGR PROGRESSIVE CORP $00.00%0 -16-100.0% -$3,172 清仓
STT STATE STR CORP $00.00%0 -25-100.0% -$3,164 清仓
TMUS T-MOBILE US INC $00.00%0 -15-100.0% -$3,150 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -60-100.0% -$3,012 清仓
NKE NIKE INC $00.00%0 -57-100.0% -$3,011 清仓
— GRAYSCALE CHAINLINK TR ETF $00.00%0 -384-100.0% -$2,982 清仓
ADSK AUTODESK INC $00.00%0 -12-100.0% -$2,873 清仓
FDX FEDEX CORP $00.00%0 -8-100.0% -$2,849 清仓
— UNION BANKSHARES INC $00.00%0 -116-100.0% -$2,829 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -45-100.0% -$2,824 清仓
AJG GALLAGHER ARTHUR J & CO $00.00%0 -13-100.0% -$2,816 清仓
CHD CHURCH & DWIGHT CO INC $00.00%0 -30-100.0% -$2,800 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -85-100.0% -$2,721 清仓
GLW CORNING INC $00.00%0 -20-100.0% -$2,719 清仓
AMP AMERIPRISE FINL INC $00.00%0 -6-100.0% -$2,666 清仓
DAL DELTA AIR LINES INC $00.00%0 -40-100.0% -$2,659 清仓
SYK STRYKER CORPORATION $00.00%0 -8-100.0% -$2,629 清仓
CPAY CORPAY INC $00.00%0 -9-100.0% -$2,619 清仓
MDLZ MONDELEZ INTL INC $00.00%0 -45-100.0% -$2,594 清仓
AMT AMERICAN TOWER CORP $00.00%0 -15-100.0% -$2,589 清仓
SNDK SANDISK CORP $00.00%0 -4-100.0% -$2,541 清仓
PNC PNC FINL SVCS GROUP INC $00.00%0 -12-100.0% -$2,497 清仓
FNDX SCHWAB STRATEGIC TR $00.00%0 -89-100.0% -$2,479 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -9-100.0% -$2,477 清仓
UPS UNITED PARCEL SVCS INC $00.00%0 -25-100.0% -$2,460 清仓