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 |
|---|---|---|---|---|---|---|---|---|
| WSM | WILLIAMS SONOMA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$182 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -1 | -100.0% | -$158 | 清仓 |
| CINF | CINCINNATI FINL CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$157 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$137 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -1 | -100.0% | -$125 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$122 | 清仓 |
| MAIN | MAIN STR CAP CORP | $0 | 0.00% | 0 | -2 | -100.0% | -$109 | 清仓 |
| BF/B | BROWN FORMAN CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$106 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $0 | 0.00% | 0 | -5 | -100.0% | -$94 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -1 | -100.0% | -$68 | 清仓 |
| MRP | MILLROSE PPTYS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$56 | 清仓 |
| SPEM | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -1 | -100.0% | -$47 | 清仓 |
| INOD | INNODATA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$39 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -2 | -100.0% | -$26 | 清仓 |
| EMLC | VANECK ETF TRUST | $0 | 0.00% | 0 | -1 | -100.0% | -$25 | 清仓 |
| — | LISTED FDS TR | $0 | 0.00% | 0 | -1 | -100.0% | -$19 | 清仓 |
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | 0 | — | -$9 | 清仓 |
| LAR | LITHIUM ARGENTINA AG | $0 | 0.00% | 0 | -1 | -100.0% | -$7 | 清仓 |
| LAC | LITHIUM AMERS CORP NEW | $0 | 0.00% | 0 | -1 | -100.0% | -$4 | 清仓 |
| SHOP | SHOPIFY INC | $20.24万 | 0.17% | 1,773 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $20.62万 | 0.17% | 1,820 | 3 | 0.2% | $340 | 加仓 |
| CIFR | CIPHER DIGITAL INC | $23.62万 | 0.19% | 9,640 | 779 | 8.8% | $1.91万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $24.95万 | 0.21% | 6,768 | 350 | 5.5% | $1.29万 | 加仓 |
| IVV | ISHARES TR | $26.57万 | 0.22% | 355 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $27.12万 | 0.22% | 542 | 1 | 0.2% | $500 | 加仓 |
| IYW | ISHARES TR | $31.78万 | 0.26% | 1,260 | 0 | 0.0% | — | 不变 |
| VRT | VERTIV HOLDINGS CO | $33.69万 | 0.28% | 1,006 | 991 | 6,606.7% | $33.19万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $35.33万 | 0.29% | 12,006 | -3,349 | -21.8% | -$9.86万 | 减仓 |
| CSCO | CISCO SYS INC | $38.64万 | 0.32% | 3,290 | -73 | -2.2% | -$8,575 | 减仓 |
| AGG | ISHARES TR | $38.75万 | 0.32% | 3,915 | -254 | -6.1% | -$2.51万 | 减仓 |
| SPGI | S&P GLOBAL INC | $42.36万 | 0.35% | 1,040 | 1,040 | — | $42.36万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $43.68万 | 0.36% | 593 | -6 | -1.0% | -$4,420 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $63.46万 | 0.52% | 1,246 | -1 | -0.1% | -$509 | 减仓 |
| — | DIREXION SHARES ETF TRUST | $70.28万 | 0.58% | 3,260 | 3,240 | 16,200.0% | $69.85万 | 加仓 |
| SHYG | ISHARES TR | $70.88万 | 0.58% | 16,712 | -158 | -0.9% | -$6,701 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $76.23万 | 0.63% | 754 | 72 | 10.6% | $7.28万 | 加仓 |
| GOOGL | ALPHABET INC | $89.20万 | 0.73% | 2,496 | 59 | 2.4% | $2.11万 | 加仓 |
| PEP | PEPSICO INC | $96.30万 | 0.79% | 7,112 | -792 | -10.0% | -$10.72万 | 减仓 |
| NFLX | NETFLIX INC. | $97.47万 | 0.80% | 13,651 | 1,770 | 14.9% | $12.64万 | 加仓 |
| TSLA | TESLA INC | $125.42万 | 1.03% | 2,982 | 21 | 0.7% | $8,833 | 加仓 |
| META | META PLATFORMS INC | $128.46万 | 1.06% | 2,280 | 262 | 13.0% | $14.76万 | 加仓 |
| CVX | CHEVRON CORPORATION | $132.61万 | 1.09% | 8,000 | 262 | 3.4% | $4.34万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $138.98万 | 1.14% | 4,109 | 430 | 11.7% | $14.54万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $141.88万 | 1.17% | 1,229 | 1,121 | 1,038.0% | $129.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $153.77万 | 1.27% | 6,055 | 331 | 5.8% | $8.41万 | 加仓 |
| IJH | ISHARES TR | $159.81万 | 1.32% | 20,724 | 380 | 1.9% | $2.93万 | 加仓 |
| NUE | NUCOR CORP | $160.01万 | 1.32% | 7,183 | 397 | 5.9% | $8.84万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $167.79万 | 1.38% | 5,126 | 351 | 7.4% | $11.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $171.08万 | 1.41% | 4,586 | 283 | 6.6% | $10.56万 | 加仓 |
| AMZN | AMAZON COM INC | $190.41万 | 1.57% | 7,989 | -30 | -0.4% | -$7,150 | 减仓 |
| AVGO | BROADCOM INC | $192.32万 | 1.58% | 5,091 | 168 | 3.4% | $6.35万 | 加仓 |
| LLY | ELI LILLY & CO | $204.66万 | 1.68% | 1,706 | 132 | 8.4% | $15.84万 | 加仓 |
| QUAL | ISHARES TR | $204.88万 | 1.69% | 9,337 | -2 | -0.0% | -$439 | 减仓 |
| GEV | GE VERNOVA INC | $210.33万 | 1.73% | 1,790 | 113 | 6.7% | $13.28万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $224.53万 | 1.85% | 3,007 | -1,112 | -27.0% | -$83.03万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $252.09万 | 2.08% | 7,392 | 415 | 5.9% | $14.15万 | 加仓 |
| SLQD | ISHARES TR | $256.70万 | 2.11% | 50,963 | 1,129 | 2.3% | $5.69万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $284.28万 | 2.34% | 14,207 | -443 | -3.0% | -$8.86万 | 减仓 |
| EEM | ISHARES TR | $295.11万 | 2.43% | 43,139 | 42,923 | 19,871.8% | $293.64万 | 加仓 |
| CAT | CATERPILLAR INC | $316.72万 | 2.61% | 2,974 | -49 | -1.6% | -$5.22万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $336.95万 | 2.77% | 52,241 | 207 | 0.4% | $1.34万 | 加仓 |
| AAPL | APPLE INC | $337.29万 | 2.78% | 11,656 | 339 | 3.0% | $9.81万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $357.82万 | 2.95% | 8,257 | -702 | -7.8% | -$30.42万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $446.46万 | 3.67% | 140,793 | -1,748 | -1.2% | -$5.54万 | 减仓 |
| GRNY | TIDAL TRUST I | $733.28万 | 6.04% | 265,200 | 4,221 | 1.6% | $11.67万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $813.60万 | 6.70% | 37,333 | 1,170 | 3.2% | $25.50万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $896.76万 | 7.38% | 220,496 | -59,349 | -21.2% | -$241.37万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1,260.24万 | 10.37% | 372,412 | 7,198 | 2.0% | $24.36万 | 加仓 |
| ACWI | ISHARES TR | $1,883.32万 | 15.50% | 119,979 | 2,466 | 2.1% | $38.71万 | 加仓 |