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 |
|---|---|---|---|---|---|---|---|---|
| EUAD | SPINNAKER ETF SERIES | $0 | 0.00% | 0 | -521 | -100.0% | -$2.12万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -22 | -100.0% | -$2.12万 | 清仓 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | -123 | -100.0% | -$2.03万 | 清仓 |
| BMNR | BITMINE IMMERSION TECNOLOGIE | $0 | 0.00% | 0 | -1,000 | -100.0% | -$1.98万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1.97万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -150 | -100.0% | -$1.97万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -178 | -100.0% | -$1.95万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -25 | -100.0% | -$1.93万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -60 | -100.0% | -$1.85万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -201 | -100.0% | -$1.85万 | 清仓 |
| GLDM | WORLD GOLD TR | $0 | 0.00% | 0 | -198 | -100.0% | -$1.84万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -616 | -100.0% | -$1.79万 | 清仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $0 | 0.00% | 0 | -64 | -100.0% | -$1.78万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -229 | -100.0% | -$1.75万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1.69万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -61 | -100.0% | -$1.51万 | 清仓 |
| ABNB | AIRBNB INC | $0 | 0.00% | 0 | -118 | -100.0% | -$1.49万 | 清仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $0 | 0.00% | 0 | -30 | -100.0% | -$1.42万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -28 | -100.0% | -$1.39万 | 清仓 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -595 | -100.0% | -$1.35万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -258 | -100.0% | -$1.33万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -100 | -100.0% | -$1.25万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -77 | -100.0% | -$1.25万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -82 | -100.0% | -$1.20万 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -64 | -100.0% | -$1.19万 | 清仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -172 | -100.0% | -$1.19万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -173 | -100.0% | -$1.18万 | 清仓 |
| DXJ | WISDOMTREE TR | $0 | 0.00% | 0 | -74 | -100.0% | -$1.17万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -71 | -100.0% | -$1.17万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -84 | -100.0% | -$1.10万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -76 | -100.0% | -$1.10万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -70 | -100.0% | -$1.03万 | 清仓 |
| ILF | ISHARES TR | $0 | 0.00% | 0 | -289 | -100.0% | -$1.03万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -36 | -100.0% | -$1.02万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -211 | -100.0% | -$9,857 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -22 | -100.0% | -$9,824 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -80 | -100.0% | -$9,623 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -24 | -100.0% | -$9,552 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -13 | -100.0% | -$9,471 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -49 | -100.0% | -$9,452 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -59 | -100.0% | -$8,898 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -27 | -100.0% | -$8,874 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -40 | -100.0% | -$8,602 | 清仓 |
| CX | CEMEX SA EURO MTN BE 144A | $0 | 0.00% | 0 | -701 | -100.0% | -$8,019 | 清仓 |
| AMAT | APPLIED MATLS INC | $0 | 0.00% | 0 | -23 | -100.0% | -$7,861 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -85 | -100.0% | -$7,826 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -81 | -100.0% | -$7,533 | 清仓 |
| INTC | INTEL CORP | $0 | 0.00% | 0 | -169 | -100.0% | -$7,458 | 清仓 |
| LIT | GLOBAL X FDS | $0 | 0.00% | 0 | -100 | -100.0% | -$7,435 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -27 | -100.0% | -$7,303 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -48 | -100.0% | -$6,902 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -60 | -100.0% | -$6,805 | 清仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $0 | 0.00% | 0 | -104 | -100.0% | -$6,772 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -42 | -100.0% | -$6,707 | 清仓 |
| COMP | COMPASS INC | $0 | 0.00% | 0 | -917 | -100.0% | -$6,703 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -53 | -100.0% | -$6,697 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -69 | -100.0% | -$6,585 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -15 | -100.0% | -$6,486 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -18 | -100.0% | -$6,333 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$6,267 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -36 | -100.0% | -$6,244 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -14 | -100.0% | -$6,178 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -26 | -100.0% | -$6,143 | 清仓 |
| SHLD | GLOBAL X FDS | $0 | 0.00% | 0 | -86 | -100.0% | -$6,092 | 清仓 |
| PLD | PROLOGIS INC. | $0 | 0.00% | 0 | -45 | -100.0% | -$5,948 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -34 | -100.0% | -$5,937 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -12 | -100.0% | -$5,898 | 清仓 |
| DLR | DIGITAL RLTY TR INC | $0 | 0.00% | 0 | -32 | -100.0% | -$5,767 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -12 | -100.0% | -$5,532 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -45 | -100.0% | -$5,268 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -48 | -100.0% | -$5,196 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -300 | -100.0% | -$5,172 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | -55 | -100.0% | -$5,089 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -36 | -100.0% | -$5,017 | 清仓 |
| WELL | WELLTOWER INC | $0 | 0.00% | 0 | -25 | -100.0% | -$4,943 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -25 | -100.0% | -$4,932 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -5 | -100.0% | -$4,901 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -104 | -100.0% | -$4,871 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -20 | -100.0% | -$4,862 | 清仓 |
| — | ETFIS SER TR I | $0 | 0.00% | 0 | -58 | -100.0% | -$4,818 | 清仓 |
| VOO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -8 | -100.0% | -$4,800 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -26 | -100.0% | -$4,743 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -14 | -100.0% | -$4,731 | 清仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $0 | 0.00% | 0 | -88 | -100.0% | -$4,651 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -29 | -100.0% | -$4,561 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | -110 | -100.0% | -$4,516 | 清仓 |
| SBUX | STARBUCKS CORP | $0 | 0.00% | 0 | -50 | -100.0% | -$4,480 | 清仓 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | -19 | -100.0% | -$4,397 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -16 | -100.0% | -$4,329 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$4,304 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -37 | -100.0% | -$4,255 | 清仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $0 | 0.00% | 0 | -70 | -100.0% | -$4,246 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -35 | -100.0% | -$4,152 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -40 | -100.0% | -$4,107 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -42 | -100.0% | -$4,048 | 清仓 |
| — | VOLATILITY SHS TR | $0 | 0.00% | 0 | -481 | -100.0% | -$4,023 | 清仓 |
| — | BANK MONTREAL MEDIUM | $0 | 0.00% | 0 | -253 | -100.0% | -$3,954 | 清仓 |
| XPO | XPO INC | $0 | 0.00% | 0 | -20 | -100.0% | -$3,891 | 清仓 |
| MET | METLIFE INC | $0 | 0.00% | 0 | -55 | -100.0% | -$3,890 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$3,775 | 清仓 |