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 |
|---|---|---|---|---|---|---|---|---|
| NEM | NEWMONT CORP | $5,196 | 0.00% | 48 | 48 | — | $5,196 | 新建仓 |
| ECHO | ECHOSTAR CORP | $5,268 | 0.00% | 45 | 45 | — | $5,268 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,532 | 0.01% | 12 | 12 | — | $5,532 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $5,767 | 0.01% | 32 | 32 | — | $5,767 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,898 | 0.01% | 12 | 12 | — | $5,898 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $5,937 | 0.01% | 34 | 34 | — | $5,937 | 新建仓 |
| PLD | PROLOGIS INC. | $5,948 | 0.01% | 45 | 45 | — | $5,948 | 新建仓 |
| SHLD | GLOBAL X FDS | $6,092 | 0.01% | 86 | 86 | — | $6,092 | 新建仓 |
| LOW | LOWES COS INC | $6,143 | 0.01% | 26 | 26 | — | $6,143 | 新建仓 |
| GLD | SPDR GOLD TR | $6,178 | 0.01% | 14 | 14 | — | $6,178 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $6,244 | 0.01% | 36 | 36 | — | $6,244 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $6,267 | 0.01% | 7 | 7 | — | $6,267 | 新建仓 |
| AMGN | AMGEN INC | $6,333 | 0.01% | 18 | 18 | — | $6,333 | 新建仓 |
| INTU | INTUIT | $6,486 | 0.01% | 15 | 15 | — | $6,486 | 新建仓 |
| IEF | ISHARES TR | $6,585 | 0.01% | 69 | 69 | — | $6,585 | 新建仓 |
| APH | AMPHENOL CORP | $6,697 | 0.01% | 53 | 53 | — | $6,697 | 新建仓 |
| COMP | COMPASS INC | $6,703 | 0.01% | 917 | 917 | — | $6,703 | 新建仓 |
| TJX | TJX COS INC NEW | $6,707 | 0.01% | 42 | 42 | — | $6,707 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $6,772 | 0.01% | 104 | 104 | — | $6,772 | 新建仓 |
| C | CITIGROUP INC | $6,805 | 0.01% | 60 | 60 | — | $6,805 | 新建仓 |
| EOG | EOG RES INC | $6,902 | 0.01% | 48 | 48 | — | $6,902 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $7,303 | 0.01% | 27 | 27 | — | $7,303 | 新建仓 |
| LIT | GLOBAL X FDS | $7,435 | 0.01% | 100 | 100 | — | $7,435 | 新建仓 |
| INTC | INTEL CORP | $7,458 | 0.01% | 169 | 169 | — | $7,458 | 新建仓 |
| SHEL | SHELL PLC | $7,533 | 0.01% | 81 | 81 | — | $7,533 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $7,826 | 0.01% | 85 | 85 | — | $7,826 | 新建仓 |
| AMAT | APPLIED MATLS INC | $7,861 | 0.01% | 23 | 23 | — | $7,861 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A | $8,019 | 0.01% | 701 | 701 | — | $8,019 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $8,602 | 0.01% | 40 | 40 | — | $8,602 | 新建仓 |
| SOXX | ISHARES TR | $8,874 | 0.01% | 27 | 27 | — | $8,874 | 新建仓 |
| SNOW | SNOWFLAKE INC | $8,898 | 0.01% | 59 | 59 | — | $8,898 | 新建仓 |
| RTX | RTX CORPORATION | $9,452 | 0.01% | 49 | 49 | — | $9,452 | 新建仓 |
| URI | UNITED RENTALS INC | $9,471 | 0.01% | 13 | 13 | — | $9,471 | 新建仓 |
| APP | APPLOVIN CORP | $9,552 | 0.01% | 24 | 24 | — | $9,552 | 新建仓 |
| MRK | MERCK & CO INC | $9,623 | 0.01% | 80 | 80 | — | $9,623 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $9,824 | 0.01% | 22 | 22 | — | $9,824 | 新建仓 |
| — | PROSHARES TR | $9,857 | 0.01% | 211 | 211 | — | $9,857 | 新建仓 |
| GE | GE AEROSPACE | $1.02万 | 0.01% | 36 | 36 | — | $1.02万 | 新建仓 |
| ILF | ISHARES TR | $1.03万 | 0.01% | 289 | 289 | — | $1.03万 | 新建仓 |
| KLAC | KLA CORP | $1.03万 | 0.01% | 7 | 7 | — | $1.03万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $1.10万 | 0.01% | 76 | 76 | — | $1.10万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $1.10万 | 0.01% | 84 | 84 | — | $1.10万 | 新建仓 |
| MS | MORGAN STANLEY | $1.17万 | 0.01% | 71 | 71 | — | $1.17万 | 新建仓 |
| DXJ | WISDOMTREE TR | $1.17万 | 0.01% | 74 | 74 | — | $1.17万 | 新建仓 |
| SLV | ISHARES SILVER TR | $1.18万 | 0.01% | 173 | 173 | — | $1.18万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1.19万 | 0.01% | 172 | 172 | — | $1.19万 | 新建仓 |
| CRM | SALESFORCE INC | $1.19万 | 0.01% | 64 | 64 | — | $1.19万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.20万 | 0.01% | 82 | 82 | — | $1.20万 | 新建仓 |
| EEM | ISHARES TR | $1.23万 | 0.01% | 216 | 216 | — | $1.23万 | 新建仓 |
| RY | ROYAL BK CDA | $1.25万 | 0.01% | 77 | 77 | — | $1.25万 | 新建仓 |
| MSTR | STRATEGY INC | $1.25万 | 0.01% | 100 | 100 | — | $1.25万 | 新建仓 |
| SLB | SLB LIMITED | $1.33万 | 0.01% | 258 | 258 | — | $1.33万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1.35万 | 0.01% | 595 | 595 | — | $1.35万 | 新建仓 |
| LIN | LINDE PLC | $1.39万 | 0.01% | 28 | 28 | — | $1.39万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.42万 | 0.01% | 30 | 30 | — | $1.42万 | 新建仓 |
| ABNB | AIRBNB INC | $1.49万 | 0.01% | 118 | 118 | — | $1.49万 | 新建仓 |
| IWM | ISHARES TR | $1.51万 | 0.01% | 61 | 61 | — | $1.51万 | 新建仓 |
| AZO | AUTOZONE INC | $1.69万 | 0.02% | 5 | 5 | — | $1.69万 | 新建仓 |
| KO | COCA COLA CO | $1.75万 | 0.02% | 229 | 229 | — | $1.75万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.78万 | 0.02% | 64 | 64 | — | $1.78万 | 新建仓 |
| T | AT&T INC | $1.79万 | 0.02% | 616 | 616 | — | $1.79万 | 新建仓 |
| GLDM | WORLD GOLD TR | $1.84万 | 0.02% | 198 | 198 | — | $1.84万 | 新建仓 |
| PAYX | PAYCHEX INC | $1.85万 | 0.02% | 201 | 201 | — | $1.85万 | 新建仓 |
| MCD | MCDONALDS CORP | $1.85万 | 0.02% | 60 | 60 | — | $1.85万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.93万 | 0.02% | 25 | 25 | — | $1.93万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $1.95万 | 0.02% | 178 | 178 | — | $1.95万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.97万 | 0.02% | 150 | 150 | — | $1.97万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1.97万 | 0.02% | 18 | 18 | — | $1.97万 | 新建仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $1.98万 | 0.02% | 1,000 | 1,000 | — | $1.98万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $2.03万 | 0.02% | 123 | 123 | — | $2.03万 | 新建仓 |
| BLK | BLACKROCK INC | $2.12万 | 0.02% | 22 | 22 | — | $2.12万 | 新建仓 |
| EUAD | SPINNAKER ETF SERIES | $2.12万 | 0.02% | 521 | 521 | — | $2.12万 | 新建仓 |
| OC | OWENS CORNING NEW | $2.23万 | 0.02% | 206 | 206 | — | $2.23万 | 新建仓 |
| HACK | AMPLIFY ETF TR | $2.27万 | 0.02% | 302 | 302 | — | $2.27万 | 新建仓 |
| HD | HOME DEPOT INC | $2.27万 | 0.02% | 69 | 69 | — | $2.27万 | 新建仓 |
| PSI | INVESCO EXCHANGE TRADED FD T | $2.28万 | 0.02% | 242 | 242 | — | $2.28万 | 新建仓 |
| V | VISA INC | $2.40万 | 0.02% | 79 | 79 | — | $2.40万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $2.50万 | 0.02% | 348 | 348 | — | $2.50万 | 新建仓 |
| QLD | PROSHARES TR | $2.58万 | 0.02% | 422 | 422 | — | $2.58万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.59万 | 0.02% | 107 | 107 | — | $2.59万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $2.72万 | 0.03% | 140 | 140 | — | $2.72万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $2.91万 | 0.03% | 448 | 448 | — | $2.91万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $3.03万 | 0.03% | 366 | 366 | — | $3.03万 | 新建仓 |
| DE | DEERE & CO | $3.15万 | 0.03% | 56 | 56 | — | $3.15万 | 新建仓 |
| ASML | ASML HLDG NV | $3.17万 | 0.03% | 24 | 24 | — | $3.17万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3.20万 | 0.03% | 66 | 66 | — | $3.20万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $3.22万 | 0.03% | 933 | 933 | — | $3.22万 | 新建仓 |
| OKE | ONEOK INC NEW | $3.25万 | 0.03% | 360 | 360 | — | $3.25万 | 新建仓 |
| WFC | WELLS FARGO & CO | $3.31万 | 0.03% | 420 | 420 | — | $3.31万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $3.37万 | 0.03% | 8 | 8 | — | $3.37万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $3.53万 | 0.03% | 215 | 215 | — | $3.53万 | 新建仓 |
| — | EXXON MOBIL CORP | $3.65万 | 0.03% | 215 | 215 | — | $3.65万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $3.66万 | 0.03% | 108 | 108 | — | $3.66万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $3.72万 | 0.04% | 400 | 400 | — | $3.72万 | 新建仓 |
| — | ALPS ETF TR | $3.79万 | 0.04% | 930 | 930 | — | $3.79万 | 新建仓 |
| VIOV | VANGUARD ADMIRAL FDS INC | $4.15万 | 0.04% | 408 | 408 | — | $4.15万 | 新建仓 |
| MA | MASTERCARD INCORPORATED | $4.35万 | 0.04% | 87 | 87 | — | $4.35万 | 新建仓 |
| NOW | SERVICENOW INC | $5.33万 | 0.05% | 510 | 510 | — | $5.33万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $6.21万 | 0.06% | 159 | 159 | — | $6.21万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $6.47万 | 0.06% | 1,710 | 1,710 | — | $6.47万 | 新建仓 |