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 |
|---|---|---|---|---|---|---|---|---|
| MSCI | MSCI INC | $2,156 | 0.00% | 4 | 4 | — | $2,156 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $2,159 | 0.00% | 10 | 10 | — | $2,159 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $2,167 | 0.00% | 35 | 35 | — | $2,167 | 新建仓 |
| OMC | OMNICOM GROUP INC | $2,184 | 0.00% | 29 | 29 | — | $2,184 | 新建仓 |
| DTE | DTE ENERGY CO | $2,193 | 0.00% | 15 | 15 | — | $2,193 | 新建仓 |
| AFL | AFLAC INC | $2,194 | 0.00% | 20 | 20 | — | $2,194 | 新建仓 |
| GM | GENERAL MTRS CO | $2,235 | 0.00% | 30 | 30 | — | $2,235 | 新建仓 |
| IEFA | ISHARES TR | $2,263 | 0.00% | 25 | 25 | — | $2,263 | 新建仓 |
| RIOT | RIOT PLATFORMS INC | $2,274 | 0.00% | 184 | 184 | — | $2,274 | 新建仓 |
| MO | ALTRIA GROUP INC | $2,310 | 0.00% | 35 | 35 | — | $2,310 | 新建仓 |
| TDG | TRANSDIGM GROUP INC | $2,318 | 0.00% | 2 | 2 | — | $2,318 | 新建仓 |
| MSOS | ADVISORSHARES TR | $2,343 | 0.00% | 660 | 660 | — | $2,343 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $2,351 | 0.00% | 40 | 40 | — | $2,351 | 新建仓 |
| ZTS | ZOETIS INC | $2,364 | 0.00% | 20 | 20 | — | $2,364 | 新建仓 |
| HCA | HCA HEALTHCARE INC | $2,366 | 0.00% | 5 | 5 | — | $2,366 | 新建仓 |
| F | FORD MTR CO | $2,366 | 0.00% | 205 | 205 | — | $2,366 | 新建仓 |
| BA | BOEING CO | $2,388 | 0.00% | 12 | 12 | — | $2,388 | 新建仓 |
| TGT | TARGET CORP | $2,424 | 0.00% | 20 | 20 | — | $2,424 | 新建仓 |
| FTNT | FORTINET INC | $2,452 | 0.00% | 30 | 30 | — | $2,452 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $2,460 | 0.00% | 25 | 25 | — | $2,460 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2,477 | 0.00% | 9 | 9 | — | $2,477 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $2,479 | 0.00% | 89 | 89 | — | $2,479 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,497 | 0.00% | 12 | 12 | — | $2,497 | 新建仓 |
| SNDK | SANDISK CORP | $2,541 | 0.00% | 4 | 4 | — | $2,541 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $2,589 | 0.00% | 15 | 15 | — | $2,589 | 新建仓 |
| MDLZ | MONDELEZ INTL INC | $2,594 | 0.00% | 45 | 45 | — | $2,594 | 新建仓 |
| CPAY | CORPAY INC | $2,619 | 0.00% | 9 | 9 | — | $2,619 | 新建仓 |
| SYK | STRYKER CORPORATION | $2,629 | 0.00% | 8 | 8 | — | $2,629 | 新建仓 |
| DAL | DELTA AIR LINES INC | $2,659 | 0.00% | 40 | 40 | — | $2,659 | 新建仓 |
| AMP | AMERIPRISE FINL INC | $2,666 | 0.00% | 6 | 6 | — | $2,666 | 新建仓 |
| GLW | CORNING INC | $2,719 | 0.00% | 20 | 20 | — | $2,719 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $2,721 | 0.00% | 85 | 85 | — | $2,721 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $2,800 | 0.00% | 30 | 30 | — | $2,800 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $2,816 | 0.00% | 13 | 13 | — | $2,816 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2,824 | 0.00% | 45 | 45 | — | $2,824 | 新建仓 |
| — | UNION BANKSHARES INC | $2,829 | 0.00% | 116 | 116 | — | $2,829 | 新建仓 |
| FDX | FEDEX CORP | $2,849 | 0.00% | 8 | 8 | — | $2,849 | 新建仓 |
| ADSK | AUTODESK INC | $2,873 | 0.00% | 12 | 12 | — | $2,873 | 新建仓 |
| — | GRAYSCALE CHAINLINK TR ETF | $2,982 | 0.00% | 384 | 384 | — | $2,982 | 新建仓 |
| NKE | NIKE INC | $3,011 | 0.00% | 57 | 57 | — | $3,011 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3,012 | 0.00% | 60 | 60 | — | $3,012 | 新建仓 |
| TMUS | T-MOBILE US INC | $3,150 | 0.00% | 15 | 15 | — | $3,150 | 新建仓 |
| STT | STATE STR CORP | $3,164 | 0.00% | 25 | 25 | — | $3,164 | 新建仓 |
| PGR | PROGRESSIVE CORP | $3,172 | 0.00% | 16 | 16 | — | $3,172 | 新建仓 |
| ADI | ANALOG DEVICES INC | $3,181 | 0.00% | 10 | 10 | — | $3,181 | 新建仓 |
| EBAY | EBAY INC. | $3,186 | 0.00% | 35 | 35 | — | $3,186 | 新建仓 |
| LUV | SOUTHWEST AIRLS CO | $3,193 | 0.00% | 85 | 85 | — | $3,193 | 新建仓 |
| TRV | TRAVELERS COMPANIES INC | $3,208 | 0.00% | 11 | 11 | — | $3,208 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $3,226 | 0.00% | 14 | 14 | — | $3,226 | 新建仓 |
| — | DIREXION SHARES ETF TRUST | $3,241 | 0.00% | 20 | 20 | — | $3,241 | 新建仓 |
| ENB | ENBRIDGE INC | $3,248 | 0.00% | 60 | 60 | — | $3,248 | 新建仓 |
| TER | TERADYNE INC | $3,261 | 0.00% | 11 | 11 | — | $3,261 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $3,274 | 0.00% | 25 | 25 | — | $3,274 | 新建仓 |
| PWR | QUANTA SVCS INC | $3,294 | 0.00% | 6 | 6 | — | $3,294 | 新建仓 |
| PATH | UIPATH INC | $3,353 | 0.00% | 302 | 302 | — | $3,353 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $3,358 | 0.00% | 55 | 55 | — | $3,358 | 新建仓 |
| ETR | ENTERGY CORP NEW | $3,371 | 0.00% | 30 | 30 | — | $3,371 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $3,411 | 0.00% | 5 | 5 | — | $3,411 | 新建仓 |
| CVS | CVS HEALTH CORP | $3,451 | 0.00% | 48 | 48 | — | $3,451 | 新建仓 |
| MCK | MCKESSON CORP | $3,461 | 0.00% | 4 | 4 | — | $3,461 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3,513 | 0.00% | 12 | 12 | — | $3,513 | 新建仓 |
| CB | CHUBB LTD SWITZ | $3,585 | 0.00% | 11 | 11 | — | $3,585 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $3,589 | 0.00% | 125 | 125 | — | $3,589 | 新建仓 |
| DHR | DANAHER CORP DEL | $3,602 | 0.00% | 19 | 19 | — | $3,602 | 新建仓 |
| — | GLOBAL X FDS | $3,650 | 0.00% | 158 | 158 | — | $3,650 | 新建仓 |
| PFE | PFIZER INC | $3,650 | 0.00% | 130 | 130 | — | $3,650 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $3,700 | 0.00% | 38 | 38 | — | $3,700 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $3,707 | 0.00% | 135 | 135 | — | $3,707 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $3,731 | 0.00% | 13 | 13 | — | $3,731 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $3,759 | 0.00% | 15 | 15 | — | $3,759 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $3,769 | 0.00% | 130 | 130 | — | $3,769 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $3,775 | 0.00% | 11 | 11 | — | $3,775 | 新建仓 |
| MET | METLIFE INC | $3,890 | 0.00% | 55 | 55 | — | $3,890 | 新建仓 |
| XPO | XPO INC | $3,891 | 0.00% | 20 | 20 | — | $3,891 | 新建仓 |
| — | BANK MONTREAL MEDIUM | $3,954 | 0.00% | 253 | 253 | — | $3,954 | 新建仓 |
| — | VOLATILITY SHS TR | $4,023 | 0.00% | 481 | 481 | — | $4,023 | 新建仓 |
| DIS | DISNEY WALT CO | $4,048 | 0.00% | 42 | 42 | — | $4,048 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $4,107 | 0.00% | 40 | 40 | — | $4,107 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $4,152 | 0.00% | 35 | 35 | — | $4,152 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4,246 | 0.00% | 70 | 70 | — | $4,246 | 新建仓 |
| BX | BLACKSTONE INC | $4,255 | 0.00% | 37 | 37 | — | $4,255 | 新建仓 |
| CMI | CUMMINS INC | $4,304 | 0.00% | 8 | 8 | — | $4,304 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $4,329 | 0.00% | 16 | 16 | — | $4,329 | 新建仓 |
| WM | WASTE MGMT INC DEL | $4,397 | 0.00% | 19 | 19 | — | $4,397 | 新建仓 |
| SBUX | STARBUCKS CORP | $4,480 | 0.00% | 50 | 50 | — | $4,480 | 新建仓 |
| CSX | CSX CORP | $4,516 | 0.00% | 110 | 110 | — | $4,516 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,561 | 0.00% | 29 | 29 | — | $4,561 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $4,651 | 0.00% | 88 | 88 | — | $4,651 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,731 | 0.00% | 14 | 14 | — | $4,731 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $4,743 | 0.00% | 26 | 26 | — | $4,743 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $4,800 | 0.00% | 8 | 8 | — | $4,800 | 新建仓 |
| — | ETFIS SER TR I | $4,818 | 0.00% | 58 | 58 | — | $4,818 | 新建仓 |
| ADBE | ADOBE INC | $4,862 | 0.00% | 20 | 20 | — | $4,862 | 新建仓 |
| INDA | ISHARES TR | $4,871 | 0.00% | 104 | 104 | — | $4,871 | 新建仓 |
| EQIX | EQUINIX INC | $4,901 | 0.00% | 5 | 5 | — | $4,901 | 新建仓 |
| FSLR | FIRST SOLAR INC | $4,932 | 0.00% | 25 | 25 | — | $4,932 | 新建仓 |
| WELL | WELLTOWER INC | $4,943 | 0.00% | 25 | 25 | — | $4,943 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $5,017 | 0.00% | 36 | 36 | — | $5,017 | 新建仓 |
| KKR | KKR & CO INC | $5,089 | 0.00% | 55 | -2,462 | -97.8% | -$22.78万 | 减仓 |
| KVUE | KENVUE INC | $5,172 | 0.00% | 300 | 300 | — | $5,172 | 新建仓 |