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 |
|---|---|---|---|---|---|---|---|---|
| PCAR | PACCAR INC | $1,733 | 0.00% | 15 | 15 | — | $1,733 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $1,713 | 0.00% | 35 | 35 | — | $1,713 | 新建仓 |
| VRSK | VERISK ANALYTICS INC | $1,708 | 0.00% | 9 | 9 | — | $1,708 | 新建仓 |
| CTAS | CINTAS CORP | $1,691 | 0.00% | 10 | 10 | — | $1,691 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,689 | 0.00% | 30 | 30 | — | $1,689 | 新建仓 |
| GPN | GLOBAL PMTS INC | $1,683 | 0.00% | 25 | 25 | — | $1,683 | 新建仓 |
| NTRS | NORTHERN TR CORP | $1,675 | 0.00% | 12 | 12 | — | $1,675 | 新建仓 |
| KHC | KRAFT HEINZ CO | $1,653 | 0.00% | 73 | 73 | — | $1,653 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $1,645 | 0.00% | 43 | 43 | — | $1,645 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,633 | 0.00% | 12 | 12 | — | $1,633 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,602 | 0.00% | 20 | 20 | — | $1,602 | 新建仓 |
| L | LOEWS CORP | $1,601 | 0.00% | 15 | 15 | — | $1,601 | 新建仓 |
| XEL | XCEL ENERGY INC | $1,589 | 0.00% | 20 | 20 | — | $1,589 | 新建仓 |
| SNPS | SYNOPSYS INC | $1,586 | 0.00% | 4 | 4 | — | $1,586 | 新建仓 |
| KDP | KEURIG DR PEPPER INC | $1,580 | 0.00% | 60 | 60 | — | $1,580 | 新建仓 |
| COR | CENCORA INC | $1,571 | 0.00% | 5 | 5 | — | $1,571 | 新建仓 |
| — | UPEXI INC | $1,569 | 0.00% | 1,592 | 1,592 | — | $1,569 | 新建仓 |
| HAL | HALLIBURTON CO | $1,560 | 0.00% | 40 | 40 | — | $1,560 | 新建仓 |
| — | GLOBAL X FDS | $1,549 | 0.00% | 60 | 60 | — | $1,549 | 新建仓 |
| O | REALTY INCOME CORP | $1,530 | 0.00% | 25 | 25 | — | $1,530 | 新建仓 |
| ROST | ROSS STORES INC | $1,516 | 0.00% | 7 | 7 | — | $1,516 | 新建仓 |
| SMBS | SCHWAB STRATEGIC TR | $1,507 | 0.00% | 59 | 59 | — | $1,507 | 新建仓 |
| VLO | VALERO ENERGY CORP | $1,482 | 0.00% | 6 | 6 | — | $1,482 | 新建仓 |
| EIX | EDISON INTL | $1,464 | 0.00% | 20 | 20 | — | $1,464 | 新建仓 |
| DOV | DOVER CORP | $1,459 | 0.00% | 7 | 7 | — | $1,459 | 新建仓 |
| DOW | DOW HLDGS INC | $1,458 | 0.00% | 35 | 35 | — | $1,458 | 新建仓 |
| SRE | SEMPRA | $1,458 | 0.00% | 15 | 15 | — | $1,458 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,452 | 0.00% | 5 | 5 | — | $1,452 | 新建仓 |
| SO | SOUTHERN CO | $1,448 | 0.00% | 15 | 15 | — | $1,448 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $1,435 | 0.00% | 20 | 20 | — | $1,435 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $1,427 | 0.00% | 44 | 44 | — | $1,427 | 新建仓 |
| SCHR | SCHWAB STRATEGIC TR | $1,420 | 0.00% | 57 | 57 | — | $1,420 | 新建仓 |
| QCOM | QUALCOMM INC | $1,417 | 0.00% | 11 | -2,533 | -99.6% | -$32.63万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,412 | 0.00% | 5 | 5 | — | $1,412 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $1,412 | 0.00% | 7 | 7 | — | $1,412 | 新建仓 |
| HAS | HASBRO INC | $1,404 | 0.00% | 15 | 15 | — | $1,404 | 新建仓 |
| YUM | YUM BRANDS INC | $1,399 | 0.00% | 9 | 9 | — | $1,399 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,385 | 0.00% | 7 | 7 | — | $1,385 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,385 | 0.00% | 15 | 15 | — | $1,385 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,381 | 0.00% | 4 | 4 | — | $1,381 | 新建仓 |
| FIX | COMFORT SYS USA INC | $1,379 | 0.00% | 1 | 1 | — | $1,379 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,356 | 0.00% | 15 | 15 | — | $1,356 | 新建仓 |
| CBRE | CBRE GROUP INC | $1,355 | 0.00% | 10 | 10 | — | $1,355 | 新建仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $1,352 | 0.00% | 15 | 15 | — | $1,352 | 新建仓 |
| ECL | ECOLAB INC | $1,330 | 0.00% | 5 | 5 | — | $1,330 | 新建仓 |
| MCO | MOODYS CORP | $1,309 | 0.00% | 3 | 3 | — | $1,309 | 新建仓 |
| TECH | BIO-TECHNE CORP | $1,307 | 0.00% | 25 | 25 | — | $1,307 | 新建仓 |
| DG | DOLLAR GEN CORP | $1,306 | 0.00% | 11 | 11 | — | $1,306 | 新建仓 |
| TRMB | TRIMBLE INC | $1,305 | 0.00% | 20 | 20 | — | $1,305 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $1,300 | 0.00% | 8 | 8 | — | $1,300 | 新建仓 |
| WDAY | WORKDAY INC | $1,299 | 0.00% | 10 | 10 | — | $1,299 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $1,282 | 0.00% | 4 | 4 | — | $1,282 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $1,274 | 0.00% | 3 | 3 | — | $1,274 | 新建仓 |
| NDAQ | NASDAQ INC | $1,273 | 0.00% | 15 | 15 | — | $1,273 | 新建仓 |
| APA | APA CORPORATION | $1,273 | 0.00% | 30 | 30 | — | $1,273 | 新建仓 |
| EQT | EQT CORP | $1,273 | 0.00% | 20 | 20 | — | $1,273 | 新建仓 |
| ALL | ALLSTATE CORP | $1,244 | 0.00% | 6 | 6 | — | $1,244 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $1,244 | 0.00% | 8 | 8 | — | $1,244 | 新建仓 |
| AMCR | AMCOR PLC | $1,232 | 0.00% | 31 | 31 | — | $1,232 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $1,227 | 0.00% | 20 | 20 | — | $1,227 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,222 | 0.00% | 3 | 3 | — | $1,222 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $1,208 | 0.00% | 15 | 15 | — | $1,208 | 新建仓 |
| IR | INGERSOLL RAND INC | $1,202 | 0.00% | 15 | 15 | — | $1,202 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $1,199 | 0.00% | 20 | 20 | — | $1,199 | 新建仓 |
| WAT | WATERS CORP | $1,191 | 0.00% | 4 | 4 | — | $1,191 | 新建仓 |
| DDOG | DATADOG INC | $1,181 | 0.00% | 10 | 10 | — | $1,181 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,177 | 0.00% | 2 | 2 | — | $1,177 | 新建仓 |
| CMS | CMS ENERGY CORP | $1,164 | 0.00% | 15 | 15 | — | $1,164 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $1,158 | 0.00% | 10 | 10 | — | $1,158 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $1,140 | 0.00% | 10 | 10 | — | $1,140 | 新建仓 |
| ED | CONSOLIDATED EDISON INC | $1,132 | 0.00% | 10 | 10 | — | $1,132 | 新建仓 |
| FISV | FISERV INC | $1,116 | 0.00% | 20 | 20 | — | $1,116 | 新建仓 |
| AVAV | AEROVIRONMENT INC | $1,098 | 0.00% | 6 | 6 | — | $1,098 | 新建仓 |
| BAX | BAXTER INTL INC | $1,092 | 0.00% | 65 | 65 | — | $1,092 | 新建仓 |
| GWW | WW GRAINGER INC | $1,091 | 0.00% | 1 | 1 | — | $1,091 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,088 | 0.00% | 15 | 15 | — | $1,088 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,087 | 0.00% | 15 | 15 | — | $1,087 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $1,084 | 0.00% | 4 | 4 | — | $1,084 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $1,080 | 0.00% | 6 | 6 | — | $1,080 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,077 | 0.00% | 3 | 3 | — | $1,077 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $1,071 | 0.00% | 30 | 30 | — | $1,071 | 新建仓 |
| PPG | PPG INDS INC | $1,069 | 0.00% | 10 | 10 | — | $1,069 | 新建仓 |
| FICO | FAIR ISAAC CORP | $1,068 | 0.00% | 1 | 1 | — | $1,068 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $1,066 | 0.00% | 8 | 8 | — | $1,066 | 新建仓 |
| CCK | CROWN HLDGS INC | $1,059 | 0.00% | 11 | 11 | — | $1,059 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $1,054 | 0.00% | 32 | 32 | — | $1,054 | 新建仓 |
| VST | VISTRA CORP | $1,052 | 0.00% | 7 | 7 | — | $1,052 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $1,041 | 0.00% | 4 | 4 | — | $1,041 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $1,040 | 0.00% | 15 | 15 | — | $1,040 | 新建仓 |
| CLX | CLOROX CO DEL | $1,036 | 0.00% | 10 | 10 | — | $1,036 | 新建仓 |
| NTAP | NETAPP INC | $1,024 | 0.00% | 10 | 10 | — | $1,024 | 新建仓 |
| IRM | IRON MTN INC DEL | $1,021 | 0.00% | 10 | 10 | — | $1,021 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $1,020 | 0.00% | 15 | 15 | — | $1,020 | 新建仓 |
| — | ELECTRONIC ARTS INC | $1,019 | 0.00% | 5 | 5 | — | $1,019 | 新建仓 |
| MRNA | MODERNA INC | $1,016 | 0.00% | 20 | 20 | — | $1,016 | 新建仓 |
| RJF | RAYMOND JAMES FINL INC | $1,014 | 0.00% | 7 | 7 | — | $1,014 | 新建仓 |
| FE | FIRSTENERGY CORP | $1,013 | 0.00% | 20 | 20 | — | $1,013 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $1,006 | 0.00% | 15 | 15 | — | $1,006 | 新建仓 |
| DECK | DECKERS OUTDOOR CORP | $1,001 | 0.00% | 10 | 10 | — | $1,001 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $984 | 0.00% | 5 | 5 | — | $984 | 新建仓 |