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
— INVESCO EXCH TRADED FD TR II $00.00%0 -130-100.0% -$3,769 清仓
NSC NORFOLK SOUTHN CORP $00.00%0 -13-100.0% -$3,731 清仓
— WARNER BROS DISCOVERY INC $00.00%0 -135-100.0% -$3,707 清仓
AU ANGLOGOLD ASHANTI PLC $00.00%0 -38-100.0% -$3,700 清仓
— GLOBAL X FDS $00.00%0 -158-100.0% -$3,650 清仓
PFE PFIZER INC $00.00%0 -130-100.0% -$3,650 清仓
DHR DANAHER CORP DEL $00.00%0 -19-100.0% -$3,602 清仓
CMCSA COMCAST CORP NEW $00.00%0 -125-100.0% -$3,589 清仓
CB CHUBB LTD SWITZ $00.00%0 -11-100.0% -$3,585 清仓
ELV ELEVANCE HEALTH INC FORMERLY $00.00%0 -12-100.0% -$3,513 清仓
MCK MCKESSON CORP $00.00%0 -4-100.0% -$3,461 清仓
CVS CVS HEALTH CORP $00.00%0 -48-100.0% -$3,451 清仓
NOC NORTHROP GRUMMAN CORP $00.00%0 -5-100.0% -$3,411 清仓
ETR ENTERGY CORP NEW $00.00%0 -30-100.0% -$3,371 清仓
BKR BAKER HUGHES COMPANY $00.00%0 -55-100.0% -$3,358 清仓
PATH UIPATH INC $00.00%0 -302-100.0% -$3,353 清仓
PWR QUANTA SVCS INC $00.00%0 -6-100.0% -$3,294 清仓
JCI JOHNSON CONTROLS INTERNATION $00.00%0 -25-100.0% -$3,274 清仓
TER TERADYNE INC $00.00%0 -11-100.0% -$3,261 清仓
ENB ENBRIDGE INC $00.00%0 -60-100.0% -$3,248 清仓
HWM HOWMET AEROSPACE INC $00.00%0 -14-100.0% -$3,226 清仓
TRV TRAVELERS COMPANIES INC $00.00%0 -11-100.0% -$3,208 清仓
LUV SOUTHWEST AIRLS CO $00.00%0 -85-100.0% -$3,193 清仓
EBAY EBAY INC. $00.00%0 -35-100.0% -$3,186 清仓
ADI ANALOG DEVICES INC $00.00%0 -10-100.0% -$3,181 清仓
PGR PROGRESSIVE CORP $00.00%0 -16-100.0% -$3,172 清仓
STT STATE STR CORP $00.00%0 -25-100.0% -$3,164 清仓
TMUS T-MOBILE US INC $00.00%0 -15-100.0% -$3,150 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -60-100.0% -$3,012 清仓
NKE NIKE INC $00.00%0 -57-100.0% -$3,011 清仓
— GRAYSCALE CHAINLINK TR ETF $00.00%0 -384-100.0% -$2,982 清仓
ADSK AUTODESK INC $00.00%0 -12-100.0% -$2,873 清仓
FDX FEDEX CORP $00.00%0 -8-100.0% -$2,849 清仓
— UNION BANKSHARES INC $00.00%0 -116-100.0% -$2,829 清仓
BSX BOSTON SCIENTIFIC CORP $00.00%0 -45-100.0% -$2,824 清仓
AJG GALLAGHER ARTHUR J & CO $00.00%0 -13-100.0% -$2,816 清仓
CHD CHURCH & DWIGHT CO INC $00.00%0 -30-100.0% -$2,800 清仓
CMG CHIPOTLE MEXICAN GRILL INC $00.00%0 -85-100.0% -$2,721 清仓
GLW CORNING INC $00.00%0 -20-100.0% -$2,719 清仓
AMP AMERIPRISE FINL INC $00.00%0 -6-100.0% -$2,666 清仓
DAL DELTA AIR LINES INC $00.00%0 -40-100.0% -$2,659 清仓
SYK STRYKER CORPORATION $00.00%0 -8-100.0% -$2,629 清仓
CPAY CORPAY INC $00.00%0 -9-100.0% -$2,619 清仓
MDLZ MONDELEZ INTL INC $00.00%0 -45-100.0% -$2,594 清仓
AMT AMERICAN TOWER CORP $00.00%0 -15-100.0% -$2,589 清仓
SNDK SANDISK CORP $00.00%0 -4-100.0% -$2,541 清仓
PNC PNC FINL SVCS GROUP INC $00.00%0 -12-100.0% -$2,497 清仓
FNDX SCHWAB STRATEGIC TR $00.00%0 -89-100.0% -$2,479 清仓
RCL ROYAL CARIBBEAN GROUP $00.00%0 -9-100.0% -$2,477 清仓
UPS UNITED PARCEL SVCS INC $00.00%0 -25-100.0% -$2,460 清仓
FTNT FORTINET INC $00.00%0 -30-100.0% -$2,452 清仓
TGT TARGET CORP $00.00%0 -20-100.0% -$2,424 清仓
BA BOEING CO $00.00%0 -12-100.0% -$2,388 清仓
HCA HCA HEALTHCARE INC $00.00%0 -5-100.0% -$2,366 清仓
F FORD MTR CO $00.00%0 -205-100.0% -$2,366 清仓
ZTS ZOETIS INC $00.00%0 -20-100.0% -$2,364 清仓
FCX FREEPORT MCMORAN INC $00.00%0 -40-100.0% -$2,351 清仓
MSOS ADVISORSHARES TR $00.00%0 -660-100.0% -$2,343 清仓
TDG TRANSDIGM GROUP INC $00.00%0 -2-100.0% -$2,318 清仓
MO ALTRIA GROUP INC $00.00%0 -35-100.0% -$2,310 清仓
RIOT RIOT PLATFORMS INC $00.00%0 -184-100.0% -$2,274 清仓
IEFA ISHARES TR $00.00%0 -25-100.0% -$2,263 清仓
GM GENERAL MTRS CO $00.00%0 -30-100.0% -$2,235 清仓
AFL AFLAC INC $00.00%0 -20-100.0% -$2,194 清仓
DTE DTE ENERGY CO $00.00%0 -15-100.0% -$2,193 清仓
OMC OMNICOM GROUP INC $00.00%0 -29-100.0% -$2,184 清仓
ON ON SEMICONDUCTOR CORP $00.00%0 -35-100.0% -$2,167 清仓
CHTR CHARTER COMMUNICATIONS INC $00.00%0 -10-100.0% -$2,159 清仓
MSCI MSCI INC $00.00%0 -4-100.0% -$2,156 清仓
ODFL OLD DOMINION FREIGHT LINE IN $00.00%0 -11-100.0% -$2,149 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -14-100.0% -$2,143 清仓
CL COLGATE PALMOLIVE CO $00.00%0 -25-100.0% -$2,131 清仓
DASH DOORDASH INC $00.00%0 -14-100.0% -$2,102 清仓
CTVA CORTEVA INC $00.00%0 -25-100.0% -$2,093 清仓
— VANECK ETF TRUST $00.00%0 -23-100.0% -$2,089 清仓
WAB WABTEC $00.00%0 -8-100.0% -$1,999 清仓
LYV LIVE NATION ENTERTAINMENT IN $00.00%0 -13-100.0% -$1,983 清仓
EFX EQUIFAX INC $00.00%0 -11-100.0% -$1,981 清仓
UNP UNION PAC CORP $00.00%0 -8-100.0% -$1,941 清仓
CIEN CIENA CORP $00.00%0 -5-100.0% -$1,941 清仓
ACGL ARCH CAP GROUP LTD $00.00%0 -20-100.0% -$1,920 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -14-100.0% -$1,893 清仓
MMM 3M CO $00.00%0 -13-100.0% -$1,888 清仓
AIG AMERICAN INTL GROUP INC $00.00%0 -25-100.0% -$1,881 清仓
CI THE CIGNA GROUP $00.00%0 -7-100.0% -$1,867 清仓
RBLX ROBLOX CORP $00.00%0 -33-100.0% -$1,866 清仓
SPG SIMON PPTY GROUP INC NEW $00.00%0 -10-100.0% -$1,865 清仓
JBL JABIL INC $00.00%0 -7-100.0% -$1,859 清仓
EXR EXTRA SPACE STORAGE INC $00.00%0 -14-100.0% -$1,836 清仓
SCHF SCHWAB STRATEGIC TR $00.00%0 -74-100.0% -$1,832 清仓
— DUPONT DE NEMOURS INC $00.00%0 -13-100.0% -$1,832 清仓
USB US BANCORP $00.00%0 -35-100.0% -$1,820 清仓
WMB WILLIAMS COS INC $00.00%0 -25-100.0% -$1,820 清仓
SCHI SCHWAB STRATEGIC TR $00.00%0 -80-100.0% -$1,814 清仓
ALB ALBEMARLE CORP $00.00%0 -10-100.0% -$1,795 清仓
ETN EATON CORP PLC $00.00%0 -5-100.0% -$1,788 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -25-100.0% -$1,780 清仓
CME CME GROUP INC $00.00%0 -6-100.0% -$1,772 清仓
DVN DEVON ENERGY CORP NEW $00.00%0 -35-100.0% -$1,761 清仓
TRGP TARGA RES CORP $00.00%0 -7-100.0% -$1,755 清仓