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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -8 | -100.0% | -$1,300 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,299 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -4 | -100.0% | -$1,282 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,274 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,273 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -30 | -100.0% | -$1,273 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$1,273 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,244 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$1,244 | 清仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -31 | -100.0% | -$1,232 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -20 | -100.0% | -$1,227 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,222 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -15 | -100.0% | -$1,208 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,202 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,199 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$1,191 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,181 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,177 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$1,164 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,158 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,140 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,132 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,116 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,098 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -65 | -100.0% | -$1,092 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1,091 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $0 | 0.00% | 0 | -15 | -100.0% | -$1,088 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -15 | -100.0% | -$1,087 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -4 | -100.0% | -$1,084 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,080 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,077 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -30 | -100.0% | -$1,071 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,069 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$1,068 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,066 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,059 | 清仓 |
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -32 | -100.0% | -$1,054 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$1,052 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,041 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,040 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -10 | -100.0% | -$1,036 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,024 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -10 | -100.0% | -$1,021 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -15 | -100.0% | -$1,020 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,019 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,016 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,014 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$1,013 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -15 | -100.0% | -$1,006 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1,001 | 清仓 |
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -5 | -100.0% | -$984 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -30 | -100.0% | -$982 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$980 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$980 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -10 | -100.0% | -$977 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -55 | -100.0% | -$966 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -7 | -100.0% | -$961 | 清仓 |
| IESC | IES HOLDINGS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$953 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$948 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -15 | -100.0% | -$942 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -25 | -100.0% | -$925 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -30 | -100.0% | -$921 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$912 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -15 | -100.0% | -$903 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$900 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$891 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$884 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$876 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -14 | -100.0% | -$870 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$868 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -10 | -100.0% | -$867 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -5 | -100.0% | -$856 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -7 | -100.0% | -$851 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$839 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -25 | -100.0% | -$838 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -10 | -100.0% | -$827 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -10 | -100.0% | -$823 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -10 | -100.0% | -$819 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$818 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -3 | -100.0% | -$817 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -10 | -100.0% | -$810 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -40 | -100.0% | -$802 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8 | -100.0% | -$790 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -2 | -100.0% | -$784 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -30 | -100.0% | -$776 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$764 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -7 | -100.0% | -$764 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$760 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$738 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$733 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -10 | -100.0% | -$727 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$713 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -5 | -100.0% | -$712 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -5 | -100.0% | -$706 | 清仓 |
| NI | NISOURCE INC | $0 | 0.00% | 0 | -15 | -100.0% | -$700 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -3 | -100.0% | -$696 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$685 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -30 | -100.0% | -$680 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -3 | -100.0% | -$673 | 清仓 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -14 | -100.0% | -$654 | 清仓 |