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 |
|---|---|---|---|---|---|---|---|---|
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,736 | 清仓 |
| PCAR | PACCAR INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,733 | 清仓 |
| FNDF | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -35 | -100.0% | -$1,713 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,708 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1,691 | 清仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -30 | -100.0% | -$1,689 | 清仓 |
| GPN | GLOBAL PMTS INC | $0 | 0.00% | 0 | -25 | -100.0% | -$1,683 | 清仓 |
| NTRS | NORTHERN TR CORP | $0 | 0.00% | 0 | -12 | -100.0% | -$1,675 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -73 | -100.0% | -$1,653 | 清仓 |
| FNDE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -43 | -100.0% | -$1,645 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -12 | -100.0% | -$1,633 | 清仓 |
| EW | EDWARDS LIFESCIENCES CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$1,602 | 清仓 |
| L | LOEWS CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$1,601 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,589 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,586 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -60 | -100.0% | -$1,580 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,571 | 清仓 |
| — | UPEXI INC | $0 | 0.00% | 0 | -1,592 | -100.0% | -$1,569 | 清仓 |
| HAL | HALLIBURTON CO | $0 | 0.00% | 0 | -40 | -100.0% | -$1,560 | 清仓 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | -60 | -100.0% | -$1,549 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$1,530 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,516 | 清仓 |
| SMBS | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -59 | -100.0% | -$1,507 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$1,482 | 清仓 |
| EIX | EDISON INTL | $0 | 0.00% | 0 | -20 | -100.0% | -$1,464 | 清仓 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$1,459 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -15 | -100.0% | -$1,458 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -35 | -100.0% | -$1,458 | 清仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $0 | 0.00% | 0 | -5 | -100.0% | -$1,452 | 清仓 |
| SO | SOUTHERN CO | $0 | 0.00% | 0 | -15 | -100.0% | -$1,448 | 清仓 |
| LNT | ALLIANT ENERGY CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$1,435 | 清仓 |
| FNDA | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -44 | -100.0% | -$1,427 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -57 | -100.0% | -$1,420 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,417 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,412 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,412 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,404 | 清仓 |
| YUM | YUM BRANDS INC | $0 | 0.00% | 0 | -9 | -100.0% | -$1,399 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,385 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,385 | 清仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,381 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1,379 | 清仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,356 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,355 | 清仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $0 | 0.00% | 0 | -15 | -100.0% | -$1,352 | 清仓 |
| ECL | ECOLAB INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,330 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$1,309 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -25 | -100.0% | -$1,307 | 清仓 |
| DG | DOLLAR GEN CORP | $0 | 0.00% | 0 | -11 | -100.0% | -$1,306 | 清仓 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,305 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -8 | -100.0% | -$1,300 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,299 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -4 | -100.0% | -$1,282 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,274 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,273 | 清仓 |
| APA | APA CORPORATION | $0 | 0.00% | 0 | -30 | -100.0% | -$1,273 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$1,273 | 清仓 |
| LDOS | LEIDOS HOLDINGS INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,244 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -6 | -100.0% | -$1,244 | 清仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -31 | -100.0% | -$1,232 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -20 | -100.0% | -$1,227 | 清仓 |
| STRL | STERLING INFRASTRUCTURE INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,222 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -15 | -100.0% | -$1,208 | 清仓 |
| IR | INGERSOLL RAND INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,202 | 清仓 |
| CFG | CITIZENS FINL GROUP INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,199 | 清仓 |
| WAT | WATERS CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$1,191 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,181 | 清仓 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$1,177 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$1,164 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,158 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,140 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,132 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,116 | 清仓 |
| AVAV | AEROVIRONMENT INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,098 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -65 | -100.0% | -$1,092 | 清仓 |
| GWW | WW GRAINGER INC | $0 | 0.00% | 0 | -1 | -100.0% | -$1,091 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $0 | 0.00% | 0 | -15 | -100.0% | -$1,088 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -15 | -100.0% | -$1,087 | 清仓 |
| PSA | PUBLIC STORAGE OPER CO | $0 | 0.00% | 0 | -4 | -100.0% | -$1,084 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$1,080 | 清仓 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -3 | -100.0% | -$1,077 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -30 | -100.0% | -$1,071 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,069 | 清仓 |
| FICO | FAIR ISAAC CORP | $0 | 0.00% | 0 | -1 | -100.0% | -$1,068 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -8 | -100.0% | -$1,066 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -11 | -100.0% | -$1,059 | 清仓 |
| SCHE | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -32 | -100.0% | -$1,054 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -7 | -100.0% | -$1,052 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,041 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -15 | -100.0% | -$1,040 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -10 | -100.0% | -$1,036 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -10 | -100.0% | -$1,024 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -10 | -100.0% | -$1,021 | 清仓 |
| SYF | SYNCHRONY FINANCIAL | $0 | 0.00% | 0 | -15 | -100.0% | -$1,020 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -5 | -100.0% | -$1,019 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -20 | -100.0% | -$1,016 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,014 | 清仓 |
| FE | FIRSTENERGY CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$1,013 | 清仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $0 | 0.00% | 0 | -15 | -100.0% | -$1,006 | 清仓 |
| DECK | DECKERS OUTDOOR CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$1,001 | 清仓 |