13F 机构持仓

Portus Wealth Advisors, LLC

CHARLOTTE NC · SEC CIK 0002097516

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.21亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ACWI 15.5%
SCHG 10.4%
CWI 7.4%
VTV 6.7%
GRNY 6.0%
SCHD 3.7%
LRCX 2.9%
AAPL 2.8%
RSPT 2.8%
CAT 2.6%

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
DKNG DRAFTKINGS INC NEW $00.00%0 -30-100.0% -$649 清仓
AON AON PLC $00.00%0 -2-100.0% -$646 清仓
MCHP MICROCHIP TECHNOLOGY INC. $00.00%0 -10-100.0% -$646 清仓
— AMPLIFY ETF TR $00.00%0 -29-100.0% -$639 清仓
CVNA CARVANA CO $00.00%0 -10-100.0% -$629 清仓
MTB M & T BK CORP $00.00%0 -3-100.0% -$620 清仓
D DOMINION ENERGY INC $00.00%0 -10-100.0% -$618 清仓
CSGP COSTAR GROUP INC $00.00%0 -15-100.0% -$605 清仓
— VANECK ETF TRUST $00.00%0 -21-100.0% -$604 清仓
SW SMURFIT WESTROCK PLC $00.00%0 -15-100.0% -$598 清仓
XYL XYLEM INC $00.00%0 -5-100.0% -$598 清仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $00.00%0 -3-100.0% -$593 清仓
PHM PULTE GROUP INC $00.00%0 -5-100.0% -$588 清仓
AKAM AKAMAI TECHNOLOGIES INC $00.00%0 -5-100.0% -$574 清仓
IDXX IDEXX LABS INC $00.00%0 -1-100.0% -$562 清仓
AEE AMEREN CORP $00.00%0 -5-100.0% -$550 清仓
DLTR DOLLAR TREE INC $00.00%0 -5-100.0% -$548 清仓
GPC GENUINE PARTS CO $00.00%0 -5-100.0% -$529 清仓
— COTERRA ENERGY INC $00.00%0 -15-100.0% -$527 清仓
CRH CRH PLC $00.00%0 -5-100.0% -$526 清仓
ULTA ULTA BEAUTY INC $00.00%0 -1-100.0% -$523 清仓
RF REGIONS FINANCIAL CORP NEW $00.00%0 -20-100.0% -$522 清仓
MTN VAIL RESORTS INC $00.00%0 -4-100.0% -$513 清仓
RGLD ROYAL GOLD INC $00.00%0 -2-100.0% -$509 清仓
HUBB HUBBELL INC $00.00%0 -1-100.0% -$491 清仓
IVZ INVESCO LTD $00.00%0 -20-100.0% -$486 清仓
KMB KIMBERLY-CLARK CORP $00.00%0 -5-100.0% -$482 清仓
HPE HEWLETT PACKARD ENTERPRISE C $00.00%0 -20-100.0% -$476 清仓
IT GARTNER INC $00.00%0 -3-100.0% -$475 清仓
VTRS VIATRIS INC $00.00%0 -35-100.0% -$473 清仓
HBAN HUNTINGTON BANCSHARES INC $00.00%0 -30-100.0% -$470 清仓
FITB FIFTH THIRD BANCORP $00.00%0 -10-100.0% -$465 清仓
FAST FASTENAL CO $00.00%0 -10-100.0% -$464 清仓
FNDC SCHWAB STRATEGIC TR $00.00%0 -10-100.0% -$464 清仓
VXUS VANGUARD STAR FDS $00.00%0 -6-100.0% -$463 清仓
EXPE EXPEDIA GROUP INC $00.00%0 -2-100.0% -$462 清仓
TFC TRUIST FINL CORP $00.00%0 -10-100.0% -$460 清仓
KIM KIMCO REALTY CORP $00.00%0 -20-100.0% -$449 清仓
RVTY REVVITY INC $00.00%0 -5-100.0% -$438 清仓
TXT TEXTRON INC $00.00%0 -5-100.0% -$438 清仓
AIZ ASSURANT INC $00.00%0 -2-100.0% -$436 清仓
CNP CENTERPOINT ENERGY INC $00.00%0 -10-100.0% -$432 清仓
AME AMETEK INC $00.00%0 -2-100.0% -$429 清仓
SCHP SCHWAB STRATEGIC TR $00.00%0 -16-100.0% -$426 清仓
TT TRANE TECHNOLOGIES PLC $00.00%0 -1-100.0% -$417 清仓
HSY HERSHEY CO $00.00%0 -2-100.0% -$416 清仓
JEPI J P MORGAN EXCHANGE TRADED F $00.00%0 -7-100.0% -$416 清仓
SCHH SCHWAB STRATEGIC TR $00.00%0 -19-100.0% -$408 清仓
CCI CROWN CASTLE INC $00.00%0 -5-100.0% -$407 清仓
QYLD GLOBAL X FDS $00.00%0 -23-100.0% -$403 清仓
NTRA NATERA INC $00.00%0 -2-100.0% -$400 清仓
HAUZ DBX ETF TR $00.00%0 -17-100.0% -$384 清仓
HST HOST HOTELS & RESORTS INC $00.00%0 -20-100.0% -$383 清仓
— HOLOGIC INC $00.00%0 -5-100.0% -$378 清仓
KWEB KRANESHARES TRUST $00.00%0 -13-100.0% -$370 清仓
KR KROGER CO $00.00%0 -5-100.0% -$362 清仓
EL LAUDER ESTEE COS INC $00.00%0 -5-100.0% -$359 清仓
COO COOPER COS INC $00.00%0 -5-100.0% -$358 清仓
SWK STANLEY BLACK & DECKER INC $00.00%0 -5-100.0% -$355 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -1-100.0% -$354 清仓
EBND SPDR SERIES TRUST $00.00%0 -17-100.0% -$351 清仓
Q QNITY ELECTRONICS INC $00.00%0 -3-100.0% -$346 清仓
ES EVERSOURCE ENERGY $00.00%0 -5-100.0% -$346 清仓
AVY AVERY DENNISON CORP $00.00%0 -2-100.0% -$345 清仓
ALGN ALIGN TECHNOLOGY INC $00.00%0 -2-100.0% -$343 清仓
IQV IQVIA HLDGS INC $00.00%0 -2-100.0% -$341 清仓
TTD THE TRADE DESK INC $00.00%0 -15-100.0% -$340 清仓
SKYD PARAMOUNT SKYDANCE CORP $00.00%0 -37-100.0% -$334 清仓
BRO BROWN & BROWN INC $00.00%0 -5-100.0% -$326 清仓
SWKS SKYWORKS SOLUTIONS INC $00.00%0 -6-100.0% -$321 清仓
BDX BECTON DICKINSON & CO $00.00%0 -2-100.0% -$314 清仓
JLL JONES LANG LASALLE INC $00.00%0 -1-100.0% -$304 清仓
BFLY BUTTERFLY NETWORK INC $00.00%0 -75-100.0% -$303 清仓
BALL BALL CORP $00.00%0 -5-100.0% -$296 清仓
LKQ LKQ CORP $00.00%0 -10-100.0% -$294 清仓
SPYG SPDR SERIES TRUST $00.00%0 -3-100.0% -$294 清仓
RXO RXO INC $00.00%0 -20-100.0% -$292 清仓
GEN GEN DIGITAL INC $00.00%0 -15-100.0% -$282 清仓
CBOE CBOE GLOBAL MKTS INC $00.00%0 -1-100.0% -$281 清仓
FTV FORTIVE CORP $00.00%0 -5-100.0% -$276 清仓
LVS LAS VEGAS SANDS CORP $00.00%0 -5-100.0% -$269 清仓
ROL ROLLINS INC $00.00%0 -5-100.0% -$267 清仓
NDSN NORDSON CORP $00.00%0 -1-100.0% -$266 清仓
BXP BXP INC $00.00%0 -5-100.0% -$260 清仓
— LISTED FDS TR $00.00%0 -16-100.0% -$255 清仓
MOS MOSAIC CO $00.00%0 -10-100.0% -$255 清仓
MKC MCCORMICK & CO INC $00.00%0 -5-100.0% -$252 清仓
WST WEST PHARMACEUTICAL SVSC INC $00.00%0 -1-100.0% -$251 清仓
INVH INVITATION HOMES INC $00.00%0 -10-100.0% -$249 清仓
WY WEYERHAEUSER CO $00.00%0 -10-100.0% -$244 清仓
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 -3-100.0% -$228 清仓
SF STIFEL FINL CORP $00.00%0 -3-100.0% -$224 清仓
STAG STAG INDUSTRIAL INC $00.00%0 -6-100.0% -$219 清仓
PKG PACKAGING CORP AMER $00.00%0 -1-100.0% -$212 清仓
AES AES CORP $00.00%0 -15-100.0% -$211 清仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $00.00%0 -1-100.0% -$209 清仓
CALY CALLAWAY GOLF CO $00.00%0 -15-100.0% -$208 清仓
PINS PINTEREST INC $00.00%0 -11-100.0% -$202 清仓
RSP INVESCO EXCHANGE TRADED FD T $00.00%0 -1-100.0% -$192 清仓
BIIB BIOGEN INC $00.00%0 -1-100.0% -$183 清仓