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 |
|---|---|---|---|---|---|---|---|---|
| FTNT | FORTINET INC | $0 | 0.00% | 0 | -30 | -100.0% | -$2,452 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$2,424 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | -12 | -100.0% | -$2,388 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -5 | -100.0% | -$2,366 | 清仓 |
| F | FORD MTR CO | $0 | 0.00% | 0 | -205 | -100.0% | -$2,366 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -20 | -100.0% | -$2,364 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -40 | -100.0% | -$2,351 | 清仓 |
| MSOS | ADVISORSHARES TR | $0 | 0.00% | 0 | -660 | -100.0% | -$2,343 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -2 | -100.0% | -$2,318 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -35 | -100.0% | -$2,310 | 清仓 |
| RIOT | RIOT PLATFORMS INC | $0 | 0.00% | 0 | -184 | -100.0% | -$2,274 | 清仓 |
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -25 | -100.0% | -$2,263 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -30 | -100.0% | -$2,235 | 清仓 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -20 | -100.0% | -$2,194 | 清仓 |
| DTE | DTE ENERGY CO | $0 | 0.00% | 0 | -15 | -100.0% | -$2,193 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -29 | -100.0% | -$2,184 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -35 | -100.0% | -$2,167 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$2,159 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -4 | -100.0% | -$2,156 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -11 | -100.0% | -$2,149 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -14 | -100.0% | -$2,143 | 清仓 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -25 | -100.0% | -$2,131 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -14 | -100.0% | -$2,102 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -25 | -100.0% | -$2,093 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -23 | -100.0% | -$2,089 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,999 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -13 | -100.0% | -$1,983 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,981 | 清仓 |
| UNP | UNION PAC CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$1,941 | 清仓 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$1,941 | 清仓 |
| ACGL | ARCH CAP GROUP LTD | $0 | 0.00% | 0 | -20 | -100.0% | -$1,920 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -14 | -100.0% | -$1,893 | 清仓 |
| MMM | 3M CO | $0 | 0.00% | 0 | -13 | -100.0% | -$1,888 | 清仓 |
| AIG | AMERICAN INTL GROUP INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,881 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -7 | -100.0% | -$1,867 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -33 | -100.0% | -$1,866 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -10 | -100.0% | -$1,865 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,859 | 清仓 |
| EXR | EXTRA SPACE STORAGE INC | $0 | 0.00% | 0 | -14 | -100.0% | -$1,836 | 清仓 |
| SCHF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -74 | -100.0% | -$1,832 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -13 | -100.0% | -$1,832 | 清仓 |
| USB | US BANCORP | $0 | 0.00% | 0 | -35 | -100.0% | -$1,820 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,820 | 清仓 |
| SCHI | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -80 | -100.0% | -$1,814 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1,795 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,788 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -25 | -100.0% | -$1,780 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,772 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -35 | -100.0% | -$1,761 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$1,755 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,736 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,733 | 清仓 |
| FNDF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -35 | -100.0% | -$1,713 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,708 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1,691 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -30 | -100.0% | -$1,689 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,683 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$1,675 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -73 | -100.0% | -$1,653 | 清仓 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -43 | -100.0% | -$1,645 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -12 | -100.0% | -$1,633 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$1,602 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$1,601 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,589 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,586 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -60 | -100.0% | -$1,580 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,571 | 清仓 |
| — | UPEXI INC | $0 | 0.00% | 0 | -1,592 | -100.0% | -$1,569 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -40 | -100.0% | -$1,560 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -60 | -100.0% | -$1,549 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$1,530 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,516 | 清仓 |
| SMBS | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -59 | -100.0% | -$1,507 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$1,482 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -20 | -100.0% | -$1,464 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$1,459 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -15 | -100.0% | -$1,458 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -35 | -100.0% | -$1,458 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -5 | -100.0% | -$1,452 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -15 | -100.0% | -$1,448 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$1,435 | 清仓 |
| FNDA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -44 | -100.0% | -$1,427 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -57 | -100.0% | -$1,420 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,417 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,412 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,412 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,404 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,399 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,385 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,385 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,381 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1,379 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,356 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,355 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -15 | -100.0% | -$1,352 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,330 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$1,309 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$1,307 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$1,306 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,305 | 清仓 |