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 |
|---|---|---|---|---|---|---|---|---|
| CNC | CENTENE CORP DEL | $982 | 0.00% | 30 | 30 | — | $982 | 新建仓 |
| EXC | EXELON CORP | $980 | 0.00% | 20 | 20 | — | $980 | 新建仓 |
| SOLV | SOLVENTUM CORP | $980 | 0.00% | 15 | 15 | — | $980 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $977 | 0.00% | 10 | 10 | — | $977 | 新建仓 |
| PCG | PG&E CORP | $966 | 0.00% | 55 | 55 | — | $966 | 新建仓 |
| DHI | D R HORTON INC | $961 | 0.00% | 7 | 7 | — | $961 | 新建仓 |
| IESC | IES HOLDINGS INC | $953 | 0.00% | 2 | 2 | — | $953 | 新建仓 |
| EPAM | EPAM SYS INC | $948 | 0.00% | 7 | 7 | — | $948 | 新建仓 |
| DXCM | DEXCOM INC | $942 | 0.00% | 15 | 15 | — | $942 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $925 | 0.00% | 25 | 25 | — | $925 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $921 | 0.00% | 30 | 30 | — | $921 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $912 | 0.00% | 3 | 3 | — | $912 | 新建仓 |
| XYZ | BLOCK INC | $903 | 0.00% | 15 | 15 | — | $903 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $900 | 0.00% | 6 | 6 | — | $900 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $891 | 0.00% | 7 | 7 | — | $891 | 新建仓 |
| VLTO | VERALTO CORP | $884 | 0.00% | 10 | 10 | — | $884 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $876 | 0.00% | 4 | 4 | — | $876 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $870 | 0.00% | 14 | 14 | — | $870 | 新建仓 |
| LEN | LENNAR CORP | $868 | 0.00% | 10 | 10 | — | $868 | 新建仓 |
| MDT | MEDTRONIC PLC | $867 | 0.00% | 10 | 10 | — | $867 | 新建仓 |
| SAP | SAP SE | $856 | 0.00% | 5 | 5 | — | $856 | 新建仓 |
| PAYC | PAYCOM SOFTWARE INC | $851 | 0.00% | 7 | 7 | — | $851 | 新建仓 |
| PODD | INSULET CORP | $839 | 0.00% | 4 | 4 | — | $839 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $838 | 0.00% | 25 | 25 | — | $838 | 新建仓 |
| GDDY | GODADDY INC | $827 | 0.00% | 10 | 10 | — | $827 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $823 | 0.00% | 10 | 10 | — | $823 | 新建仓 |
| EVRG | EVERGY INC | $819 | 0.00% | 10 | 10 | — | $819 | 新建仓 |
| VTR | VENTAS INC | $818 | 0.00% | 10 | 10 | — | $818 | 新建仓 |
| VMC | VULCAN MATLS CO | $817 | 0.00% | 3 | 3 | — | $817 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $810 | 0.00% | 10 | 10 | — | $810 | 新建仓 |
| KEY | KEYCORP | $802 | 0.00% | 40 | 40 | — | $802 | 新建仓 |
| XHB | SPDR SERIES TRUST | $790 | 0.00% | 8 | 8 | — | $790 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $784 | 0.00% | 2 | 2 | — | $784 | 新建仓 |
| CCL | CARNIVAL CORP | $776 | 0.00% | 30 | 30 | — | $776 | 新建仓 |
| PPL | PPL CORP | $764 | 0.00% | 20 | 20 | — | $764 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $764 | 0.00% | 7 | 7 | — | $764 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $760 | 0.00% | 2 | 2 | — | $760 | 新建仓 |
| EME | EMCOR GROUP INC | $738 | 0.00% | 1 | 1 | — | $738 | 新建仓 |
| MPC | MARATHON PETE CORP | $733 | 0.00% | 3 | 3 | — | $733 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $727 | 0.00% | 10 | 10 | — | $727 | 新建仓 |
| SYY | SYSCO CORP | $713 | 0.00% | 10 | 10 | — | $713 | 新建仓 |
| PTC | PTC INC | $712 | 0.00% | 5 | 5 | — | $712 | 新建仓 |
| TPR | TAPESTRY INC | $706 | 0.00% | 5 | 5 | — | $706 | 新建仓 |
| NI | NISOURCE INC | $700 | 0.00% | 15 | 15 | — | $700 | 新建仓 |
| GRMN | GARMIN LTD | $696 | 0.00% | 3 | 3 | — | $696 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $685 | 0.00% | 2 | 2 | — | $685 | 新建仓 |
| HRL | HORMEL FOODS CORP | $680 | 0.00% | 30 | 30 | — | $680 | 新建仓 |
| RMD | RESMED INC | $673 | 0.00% | 3 | 3 | — | $673 | 新建仓 |
| SCHC | SCHWAB STRATEGIC TR | $654 | 0.00% | 14 | 14 | — | $654 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $649 | 0.00% | 30 | 30 | — | $649 | 新建仓 |
| AON | AON PLC | $646 | 0.00% | 2 | 2 | — | $646 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $646 | 0.00% | 10 | 10 | — | $646 | 新建仓 |
| — | AMPLIFY ETF TR | $639 | 0.00% | 29 | 29 | — | $639 | 新建仓 |
| CVNA | CARVANA CO | $629 | 0.00% | 2 | 2 | — | $629 | 新建仓 |
| MTB | M & T BK CORP | $620 | 0.00% | 3 | 3 | — | $620 | 新建仓 |
| D | DOMINION ENERGY INC | $618 | 0.00% | 10 | 10 | — | $618 | 新建仓 |
| CSGP | COSTAR GROUP INC | $605 | 0.00% | 15 | 15 | — | $605 | 新建仓 |
| — | VANECK ETF TRUST | $604 | 0.00% | 21 | 21 | — | $604 | 新建仓 |
| XYL | XYLEM INC | $598 | 0.00% | 5 | 5 | — | $598 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $598 | 0.00% | 15 | 15 | — | $598 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $593 | 0.00% | 3 | 3 | — | $593 | 新建仓 |
| PHM | PULTE GROUP INC | $588 | 0.00% | 5 | 5 | — | $588 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $574 | 0.00% | 5 | 5 | — | $574 | 新建仓 |
| IDXX | IDEXX LABS INC | $562 | 0.00% | 1 | 1 | — | $562 | 新建仓 |
| AEE | AMEREN CORP | $550 | 0.00% | 5 | 5 | — | $550 | 新建仓 |
| DLTR | DOLLAR TREE INC | $548 | 0.00% | 5 | 5 | — | $548 | 新建仓 |
| GPC | GENUINE PARTS CO | $529 | 0.00% | 5 | 5 | — | $529 | 新建仓 |
| — | COTERRA ENERGY INC | $527 | 0.00% | 15 | 15 | — | $527 | 新建仓 |
| CRH | CRH PLC | $526 | 0.00% | 5 | 5 | — | $526 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $523 | 0.00% | 1 | 1 | — | $523 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $522 | 0.00% | 20 | 20 | — | $522 | 新建仓 |
| MTN | VAIL RESORTS INC | $513 | 0.00% | 4 | 4 | — | $513 | 新建仓 |
| RGLD | ROYAL GOLD INC | $509 | 0.00% | 2 | 2 | — | $509 | 新建仓 |
| HUBB | HUBBELL INC | $491 | 0.00% | 1 | 1 | — | $491 | 新建仓 |
| IVZ | INVESCO LTD | $486 | 0.00% | 20 | 20 | — | $486 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $482 | 0.00% | 5 | 5 | — | $482 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $476 | 0.00% | 20 | 20 | — | $476 | 新建仓 |
| IT | GARTNER INC | $475 | 0.00% | 3 | 3 | — | $475 | 新建仓 |
| VTRS | VIATRIS INC | $473 | 0.00% | 35 | 35 | — | $473 | 新建仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $470 | 0.00% | 30 | 30 | — | $470 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $465 | 0.00% | 10 | 10 | — | $465 | 新建仓 |
| FNDC | SCHWAB STRATEGIC TR | $464 | 0.00% | 10 | 10 | — | $464 | 新建仓 |
| FAST | FASTENAL CO | $464 | 0.00% | 10 | 10 | — | $464 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $463 | 0.00% | 6 | 6 | — | $463 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $462 | 0.00% | 2 | 2 | — | $462 | 新建仓 |
| TFC | TRUIST FINL CORP | $460 | 0.00% | 10 | 10 | — | $460 | 新建仓 |
| KIM | KIMCO REALTY CORP | $449 | 0.00% | 20 | 20 | — | $449 | 新建仓 |
| TXT | TEXTRON INC | $438 | 0.00% | 5 | 5 | — | $438 | 新建仓 |
| RVTY | REVVITY INC | $438 | 0.00% | 5 | 5 | — | $438 | 新建仓 |
| AIZ | ASSURANT INC | $436 | 0.00% | 2 | 2 | — | $436 | 新建仓 |
| CNP | CENTERPOINT ENERGY INC | $432 | 0.00% | 10 | 10 | — | $432 | 新建仓 |
| AME | AMETEK INC | $429 | 0.00% | 2 | 2 | — | $429 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $426 | 0.00% | 16 | 16 | — | $426 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $417 | 0.00% | 1 | 1 | — | $417 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $416 | 0.00% | 7 | 7 | — | $416 | 新建仓 |
| HSY | HERSHEY CO | $416 | 0.00% | 2 | 2 | — | $416 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $408 | 0.00% | 19 | 19 | — | $408 | 新建仓 |
| CCI | CROWN CASTLE INC | $407 | 0.00% | 5 | 5 | — | $407 | 新建仓 |
| QYLD | GLOBAL X FDS | $403 | 0.00% | 23 | 23 | — | $403 | 新建仓 |
| NTRA | NATERA INC | $400 | 0.00% | 2 | 2 | — | $400 | 新建仓 |