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 |
|---|---|---|---|---|---|---|---|---|
| MPWR | MONOLITHIC PWR SYS INC | $1.97万 | 0.02% | 18 | 18 | — | $1.97万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $1.97万 | 0.02% | 150 | 150 | — | $1.97万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $1.95万 | 0.02% | 178 | 178 | — | $1.95万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.93万 | 0.02% | 25 | 25 | — | $1.93万 | 新建仓 |
| MCD | MCDONALDS CORP | $1.85万 | 0.02% | 60 | 60 | — | $1.85万 | 新建仓 |
| PAYX | PAYCHEX INC | $1.85万 | 0.02% | 201 | 201 | — | $1.85万 | 新建仓 |
| GLDM | WORLD GOLD TR | $1.84万 | 0.02% | 198 | 198 | — | $1.84万 | 新建仓 |
| T | AT&T INC | $1.79万 | 0.02% | 616 | 616 | — | $1.79万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.78万 | 0.02% | 64 | 64 | — | $1.78万 | 新建仓 |
| KO | COCA COLA CO | $1.75万 | 0.02% | 229 | 229 | — | $1.75万 | 新建仓 |
| AZO | AUTOZONE INC | $1.69万 | 0.02% | 5 | 5 | — | $1.69万 | 新建仓 |
| IWM | ISHARES TR | $1.51万 | 0.01% | 61 | 61 | — | $1.51万 | 新建仓 |
| ABNB | AIRBNB INC | $1.49万 | 0.01% | 118 | 118 | — | $1.49万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.42万 | 0.01% | 30 | 30 | — | $1.42万 | 新建仓 |
| LIN | LINDE PLC | $1.39万 | 0.01% | 28 | 28 | — | $1.39万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $1.35万 | 0.01% | 595 | 595 | — | $1.35万 | 新建仓 |
| SLB | SLB LIMITED | $1.33万 | 0.01% | 258 | 258 | — | $1.33万 | 新建仓 |
| MSTR | STRATEGY INC | $1.25万 | 0.01% | 100 | 100 | — | $1.25万 | 新建仓 |
| RY | ROYAL BK CDA | $1.25万 | 0.01% | 77 | 77 | — | $1.25万 | 新建仓 |
| EEM | ISHARES TR | $1.23万 | 0.01% | 216 | 216 | — | $1.23万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.20万 | 0.01% | 82 | 82 | — | $1.20万 | 新建仓 |
| CRM | SALESFORCE INC | $1.19万 | 0.01% | 64 | 64 | — | $1.19万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1.19万 | 0.01% | 172 | 172 | — | $1.19万 | 新建仓 |
| SLV | ISHARES SILVER TR | $1.18万 | 0.01% | 173 | 173 | — | $1.18万 | 新建仓 |
| DXJ | WISDOMTREE TR | $1.17万 | 0.01% | 74 | 74 | — | $1.17万 | 新建仓 |
| MS | MORGAN STANLEY | $1.17万 | 0.01% | 71 | 71 | — | $1.17万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $1.10万 | 0.01% | 84 | 84 | — | $1.10万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $1.10万 | 0.01% | 76 | 76 | — | $1.10万 | 新建仓 |
| KLAC | KLA CORP | $1.03万 | 0.01% | 7 | 7 | — | $1.03万 | 新建仓 |
| ILF | ISHARES TR | $1.03万 | 0.01% | 289 | 289 | — | $1.03万 | 新建仓 |
| GE | GE AEROSPACE | $1.02万 | 0.01% | 36 | 36 | — | $1.02万 | 新建仓 |
| — | PROSHARES TR | $9,857 | 0.01% | 211 | 211 | — | $9,857 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $9,824 | 0.01% | 22 | 22 | — | $9,824 | 新建仓 |
| MRK | MERCK & CO INC | $9,623 | 0.01% | 80 | 80 | — | $9,623 | 新建仓 |
| APP | APPLOVIN CORP | $9,552 | 0.01% | 24 | 24 | — | $9,552 | 新建仓 |
| URI | UNITED RENTALS INC | $9,471 | 0.01% | 13 | 13 | — | $9,471 | 新建仓 |
| RTX | RTX CORPORATION | $9,452 | 0.01% | 49 | 49 | — | $9,452 | 新建仓 |
| SNOW | SNOWFLAKE INC | $8,898 | 0.01% | 59 | 59 | — | $8,898 | 新建仓 |
| SOXX | ISHARES TR | $8,874 | 0.01% | 27 | 27 | — | $8,874 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $8,602 | 0.01% | 40 | 40 | — | $8,602 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A | $8,019 | 0.01% | 701 | 701 | — | $8,019 | 新建仓 |
| AMAT | APPLIED MATLS INC | $7,861 | 0.01% | 23 | 23 | — | $7,861 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $7,826 | 0.01% | 85 | 85 | — | $7,826 | 新建仓 |
| SHEL | SHELL PLC | $7,533 | 0.01% | 81 | 81 | — | $7,533 | 新建仓 |
| INTC | INTEL CORP | $7,458 | 0.01% | 169 | 169 | — | $7,458 | 新建仓 |
| LIT | GLOBAL X FDS | $7,435 | 0.01% | 100 | 100 | — | $7,435 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $7,303 | 0.01% | 27 | 27 | — | $7,303 | 新建仓 |
| EOG | EOG RES INC | $6,902 | 0.01% | 48 | 48 | — | $6,902 | 新建仓 |
| C | CITIGROUP INC | $6,805 | 0.01% | 60 | 60 | — | $6,805 | 新建仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $6,772 | 0.01% | 104 | 104 | — | $6,772 | 新建仓 |
| TJX | TJX COS INC NEW | $6,707 | 0.01% | 42 | 42 | — | $6,707 | 新建仓 |
| COMP | COMPASS INC | $6,703 | 0.01% | 917 | 917 | — | $6,703 | 新建仓 |
| APH | AMPHENOL CORP | $6,697 | 0.01% | 53 | 53 | — | $6,697 | 新建仓 |
| IEF | ISHARES TR | $6,585 | 0.01% | 69 | 69 | — | $6,585 | 新建仓 |
| INTU | INTUIT | $6,486 | 0.01% | 15 | 15 | — | $6,486 | 新建仓 |
| AMGN | AMGEN INC | $6,333 | 0.01% | 18 | 18 | — | $6,333 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $6,267 | 0.01% | 7 | 7 | — | $6,267 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $6,244 | 0.01% | 36 | 36 | — | $6,244 | 新建仓 |
| GLD | SPDR GOLD TR | $6,178 | 0.01% | 14 | 14 | — | $6,178 | 新建仓 |
| LOW | LOWES COS INC | $6,143 | 0.01% | 26 | 26 | — | $6,143 | 新建仓 |
| SHLD | GLOBAL X FDS | $6,092 | 0.01% | 86 | 86 | — | $6,092 | 新建仓 |
| PLD | PROLOGIS INC. | $5,948 | 0.01% | 45 | 45 | — | $5,948 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $5,937 | 0.01% | 34 | 34 | — | $5,937 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,898 | 0.01% | 12 | 12 | — | $5,898 | 新建仓 |
| DLR | DIGITAL RLTY TR INC | $5,767 | 0.01% | 32 | 32 | — | $5,767 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $5,532 | 0.01% | 12 | 12 | — | $5,532 | 新建仓 |
| ECHO | ECHOSTAR CORP | $5,268 | 0.00% | 45 | 45 | — | $5,268 | 新建仓 |
| NEM | NEWMONT CORP | $5,196 | 0.00% | 48 | 48 | — | $5,196 | 新建仓 |
| KVUE | KENVUE INC | $5,172 | 0.00% | 300 | 300 | — | $5,172 | 新建仓 |
| KKR | KKR & CO INC | $5,089 | 0.00% | 55 | -2,462 | -97.8% | -$22.78万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $5,017 | 0.00% | 36 | 36 | — | $5,017 | 新建仓 |
| WELL | WELLTOWER INC | $4,943 | 0.00% | 25 | 25 | — | $4,943 | 新建仓 |
| FSLR | FIRST SOLAR INC | $4,932 | 0.00% | 25 | 25 | — | $4,932 | 新建仓 |
| EQIX | EQUINIX INC | $4,901 | 0.00% | 5 | 5 | — | $4,901 | 新建仓 |
| INDA | ISHARES TR | $4,871 | 0.00% | 104 | 104 | — | $4,871 | 新建仓 |
| ADBE | ADOBE INC | $4,862 | 0.00% | 20 | 20 | — | $4,862 | 新建仓 |
| — | ETFIS SER TR I | $4,818 | 0.00% | 58 | 58 | — | $4,818 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $4,800 | 0.00% | 8 | 8 | — | $4,800 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $4,743 | 0.00% | 26 | 26 | — | $4,743 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,731 | 0.00% | 14 | 14 | — | $4,731 | 新建仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $4,651 | 0.00% | 88 | 88 | — | $4,651 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4,561 | 0.00% | 29 | 29 | — | $4,561 | 新建仓 |
| CSX | CSX CORP | $4,516 | 0.00% | 110 | 110 | — | $4,516 | 新建仓 |
| SBUX | STARBUCKS CORP | $4,480 | 0.00% | 50 | 50 | — | $4,480 | 新建仓 |
| WM | WASTE MGMT INC DEL | $4,397 | 0.00% | 19 | 19 | — | $4,397 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $4,329 | 0.00% | 16 | 16 | — | $4,329 | 新建仓 |
| CMI | CUMMINS INC | $4,304 | 0.00% | 8 | 8 | — | $4,304 | 新建仓 |
| BX | BLACKSTONE INC | $4,255 | 0.00% | 37 | 37 | — | $4,255 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4,246 | 0.00% | 70 | 70 | — | $4,246 | 新建仓 |
| BNY | BANK NEW YORK MELLON CORP | $4,152 | 0.00% | 35 | 35 | — | $4,152 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $4,107 | 0.00% | 40 | 40 | — | $4,107 | 新建仓 |
| DIS | DISNEY WALT CO | $4,048 | 0.00% | 42 | 42 | — | $4,048 | 新建仓 |
| — | VOLATILITY SHS TR | $4,023 | 0.00% | 481 | 481 | — | $4,023 | 新建仓 |
| — | BANK MONTREAL MEDIUM | $3,954 | 0.00% | 253 | 253 | — | $3,954 | 新建仓 |
| XPO | XPO INC | $3,891 | 0.00% | 20 | 20 | — | $3,891 | 新建仓 |
| MET | METLIFE INC | $3,890 | 0.00% | 55 | 55 | — | $3,890 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $3,775 | 0.00% | 11 | 11 | — | $3,775 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $3,769 | 0.00% | 130 | 130 | — | $3,769 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $3,759 | 0.00% | 15 | 15 | — | $3,759 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $3,731 | 0.00% | 13 | 13 | — | $3,731 | 新建仓 |