Portus Wealth Advisors, LLC
CHARLOTTE NC · SEC CIK 0002097516
$1.06亿2026Q1 申报市值
567持仓数
61.6%前十大占比 · 第一大 15.3%
515 / 1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
VTV 加仓+$345.68万
CWI 加仓+$146.74万
GEV 加仓+$83.29万
SCHD 加仓+$51.77万
SPY 加仓+$42.79万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$260.54万
SCHG 减仓-$92.81万
LRCX 减仓-$76.21万
GOOGL 减仓-$63.92万
ABBV 减仓-$63.12万
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 |
|---|---|---|---|---|---|---|---|---|
| CMS | CMS ENERGY CORP | $1,164 | 0.00% | 15 | 15 | — | $1,164 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,177 | 0.00% | 2 | 2 | — | $1,177 | 新建仓 |
| DDOG | DATADOG INC | $1,181 | 0.00% | 10 | 10 | — | $1,181 | 新建仓 |
| WAT | WATERS CORP | $1,191 | 0.00% | 4 | 4 | — | $1,191 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $1,199 | 0.00% | 20 | 20 | — | $1,199 | 新建仓 |
| IR | INGERSOLL RAND INC | $1,202 | 0.00% | 15 | 15 | — | $1,202 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1,208 | 0.00% | 15 | 15 | — | $1,208 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,222 | 0.00% | 3 | 3 | — | $1,222 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,227 | 0.00% | 20 | 20 | — | $1,227 | 新建仓 |
| AMCR | AMCOR PLC | $1,232 | 0.00% | 31 | 31 | — | $1,232 | 新建仓 |
| ALL | ALLSTATE CORP | $1,244 | 0.00% | 6 | 6 | — | $1,244 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $1,244 | 0.00% | 8 | 8 | — | $1,244 | 新建仓 |
| NDAQ | NASDAQ INC | $1,273 | 0.00% | 15 | 15 | — | $1,273 | 新建仓 |
| APA | APA CORPORATION | $1,273 | 0.00% | 30 | 30 | — | $1,273 | 新建仓 |
| EQT | EQT CORP | $1,273 | 0.00% | 20 | 20 | — | $1,273 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $1,274 | 0.00% | 3 | 3 | — | $1,274 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $1,282 | 0.00% | 4 | 4 | — | $1,282 | 新建仓 |
| WDAY | WORKDAY INC | $1,299 | 0.00% | 10 | 10 | — | $1,299 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,300 | 0.00% | 8 | 8 | — | $1,300 | 新建仓 |
| TRMB | TRIMBLE INC | $1,305 | 0.00% | 20 | 20 | — | $1,305 | 新建仓 |
| DG | DOLLAR GEN CORP | $1,306 | 0.00% | 11 | 11 | — | $1,306 | 新建仓 |
| TECH | BIO-TECHNE CORP | $1,307 | 0.00% | 25 | 25 | — | $1,307 | 新建仓 |
| MCO | MOODYS CORP | $1,309 | 0.00% | 3 | 3 | — | $1,309 | 新建仓 |
| ECL | ECOLAB INC | $1,330 | 0.00% | 5 | 5 | — | $1,330 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1,352 | 0.00% | 15 | 15 | — | $1,352 | 新建仓 |
| CBRE | CBRE GROUP INC | $1,355 | 0.00% | 10 | 10 | — | $1,355 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,356 | 0.00% | 15 | 15 | — | $1,356 | 新建仓 |
| FIX | COMFORT SYS USA INC | $1,379 | 0.00% | 1 | 1 | — | $1,379 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,381 | 0.00% | 4 | 4 | — | $1,381 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,385 | 0.00% | 7 | 7 | — | $1,385 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,385 | 0.00% | 15 | 15 | — | $1,385 | 新建仓 |
| YUM | YUM BRANDS INC | $1,399 | 0.00% | 9 | 9 | — | $1,399 | 新建仓 |
| HAS | HASBRO INC | $1,404 | 0.00% | 15 | 15 | — | $1,404 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,412 | 0.00% | 5 | 5 | — | $1,412 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,412 | 0.00% | 7 | 7 | — | $1,412 | 新建仓 |
| QCOM | QUALCOMM INC | $1,417 | 0.00% | 11 | -2,533 | -99.6% | -$32.63万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,420 | 0.00% | 57 | 57 | — | $1,420 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,427 | 0.00% | 44 | 44 | — | $1,427 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $1,435 | 0.00% | 20 | 20 | — | $1,435 | 新建仓 |
| SO | SOUTHERN CO | $1,448 | 0.00% | 15 | 15 | — | $1,448 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,452 | 0.00% | 5 | 5 | — | $1,452 | 新建仓 |
| DOW | DOW HLDGS INC | $1,458 | 0.00% | 35 | 35 | — | $1,458 | 新建仓 |
| SRE | SEMPRA | $1,458 | 0.00% | 15 | 15 | — | $1,458 | 新建仓 |
| DOV | DOVER CORP | $1,459 | 0.00% | 7 | 7 | — | $1,459 | 新建仓 |
| EIX | EDISON INTL | $1,464 | 0.00% | 20 | 20 | — | $1,464 | 新建仓 |
| VLO | VALERO ENERGY CORP | $1,482 | 0.00% | 6 | 6 | — | $1,482 | 新建仓 |
| SMBS | SCHWAB STRATEGIC TR | $1,507 | 0.00% | 59 | 59 | — | $1,507 | 新建仓 |
| ROST | ROSS STORES INC | $1,516 | 0.00% | 7 | 7 | — | $1,516 | 新建仓 |
| O | REALTY INCOME CORP | $1,530 | 0.00% | 25 | 25 | — | $1,530 | 新建仓 |
| — | GLOBAL X FDS | $1,549 | 0.00% | 60 | 60 | — | $1,549 | 新建仓 |
| HAL | HALLIBURTON CO | $1,560 | 0.00% | 40 | 40 | — | $1,560 | 新建仓 |
| — | UPEXI INC | $1,569 | 0.00% | 1,592 | 1,592 | — | $1,569 | 新建仓 |
| COR | CENCORA INC | $1,571 | 0.00% | 5 | 5 | — | $1,571 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $1,580 | 0.00% | 60 | 60 | — | $1,580 | 新建仓 |
| SNPS | SYNOPSYS INC | $1,586 | 0.00% | 4 | 4 | — | $1,586 | 新建仓 |
| XEL | XCEL ENERGY INC | $1,589 | 0.00% | 20 | 20 | — | $1,589 | 新建仓 |
| L | LOEWS CORP | $1,601 | 0.00% | 15 | 15 | — | $1,601 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,602 | 0.00% | 20 | 20 | — | $1,602 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,633 | 0.00% | 12 | 12 | — | $1,633 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,645 | 0.00% | 43 | 43 | — | $1,645 | 新建仓 |
| KHC | KRAFT HEINZ CO | $1,653 | 0.00% | 73 | 73 | — | $1,653 | 新建仓 |
| NTRS | NORTHERN TR CORP | $1,675 | 0.00% | 12 | 12 | — | $1,675 | 新建仓 |
| GPN | GLOBAL PMTS INC | $1,683 | 0.00% | 25 | 25 | — | $1,683 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,689 | 0.00% | 30 | 30 | — | $1,689 | 新建仓 |
| CTAS | CINTAS CORP | $1,691 | 0.00% | 10 | 10 | — | $1,691 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1,708 | 0.00% | 9 | 9 | — | $1,708 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,713 | 0.00% | 35 | 35 | — | $1,713 | 新建仓 |
| PCAR | PACCAR INC | $1,733 | 0.00% | 15 | 15 | — | $1,733 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,736 | 0.00% | 4 | 4 | — | $1,736 | 新建仓 |
| TRGP | TARGA RES CORP | $1,755 | 0.00% | 7 | 7 | — | $1,755 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $1,761 | 0.00% | 35 | 35 | — | $1,761 | 新建仓 |
| CME | CME GROUP INC | $1,772 | 0.00% | 6 | 6 | — | $1,772 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,780 | 0.00% | 25 | 25 | — | $1,780 | 新建仓 |
| ETN | EATON CORP PLC | $1,788 | 0.00% | 5 | 5 | — | $1,788 | 新建仓 |
| ALB | ALBEMARLE CORP | $1,795 | 0.00% | 10 | 10 | — | $1,795 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $1,814 | 0.00% | 80 | 80 | — | $1,814 | 新建仓 |
| WMB | WILLIAMS COS INC | $1,820 | 0.00% | 25 | 25 | — | $1,820 | 新建仓 |
| USB | US BANCORP | $1,820 | 0.00% | 35 | 35 | — | $1,820 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $1,832 | 0.00% | 74 | 74 | — | $1,832 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $1,832 | 0.00% | 40 | 40 | — | $1,832 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,836 | 0.00% | 14 | 14 | — | $1,836 | 新建仓 |
| JBL | JABIL INC | $1,859 | 0.00% | 7 | 7 | — | $1,859 | 新建仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1,865 | 0.00% | 10 | 10 | — | $1,865 | 新建仓 |
| RBLX | ROBLOX CORP | $1,866 | 0.00% | 33 | 33 | — | $1,866 | 新建仓 |
| CI | THE CIGNA GROUP | $1,867 | 0.00% | 7 | 7 | — | $1,867 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $1,881 | 0.00% | 25 | 25 | — | $1,881 | 新建仓 |
| MMM | 3M CO | $1,888 | 0.00% | 13 | 13 | — | $1,888 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,893 | 0.00% | 14 | 14 | — | $1,893 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $1,920 | 0.00% | 20 | 20 | — | $1,920 | 新建仓 |
| UNP | UNION PAC CORP | $1,941 | 0.00% | 8 | 8 | — | $1,941 | 新建仓 |
| CIEN | CIENA CORP | $1,941 | 0.00% | 5 | 5 | — | $1,941 | 新建仓 |
| EFX | EQUIFAX INC | $1,981 | 0.00% | 11 | 11 | — | $1,981 | 新建仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,983 | 0.00% | 13 | 13 | — | $1,983 | 新建仓 |
| WAB | WABTEC | $1,999 | 0.00% | 8 | 8 | — | $1,999 | 新建仓 |
| — | VANECK ETF TRUST | $2,089 | 0.00% | 23 | 23 | — | $2,089 | 新建仓 |
| CTVA | CORTEVA INC | $2,093 | 0.00% | 25 | 25 | — | $2,093 | 新建仓 |
| DASH | DOORDASH INC | $2,102 | 0.00% | 14 | 14 | — | $2,102 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $2,131 | 0.00% | 25 | 25 | — | $2,131 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $2,143 | 0.00% | 14 | 14 | — | $2,143 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,149 | 0.00% | 11 | 11 | — | $2,149 | 新建仓 |