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 |
|---|---|---|---|---|---|---|---|---|
| NXPI | NXP SEMICONDUCTORS N V | $0 | 0.00% | 0 | -5 | -100.0% | -$984 | 清仓 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -30 | -100.0% | -$982 | 清仓 |
| SOLV | SOLVENTUM CORP | $0 | 0.00% | 0 | -15 | -100.0% | -$980 | 清仓 |
| EXC | EXELON CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$980 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -10 | -100.0% | -$977 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | -55 | -100.0% | -$966 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -7 | -100.0% | -$961 | 清仓 |
| IESC | IES HOLDINGS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$953 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$948 | 清仓 |
| DXCM | DEXCOM INC | $0 | 0.00% | 0 | -15 | -100.0% | -$942 | 清仓 |
| MGM | MGM RESORTS INTERNATIONAL | $0 | 0.00% | 0 | -25 | -100.0% | -$925 | 清仓 |
| MTCH | MATCH GROUP INC NEW | $0 | 0.00% | 0 | -30 | -100.0% | -$921 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -3 | -100.0% | -$912 | 清仓 |
| XYZ | BLOCK INC | $0 | 0.00% | 0 | -15 | -100.0% | -$903 | 清仓 |
| STZ | CONSTELLATION BRANDS INC | $0 | 0.00% | 0 | -6 | -100.0% | -$900 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -7 | -100.0% | -$891 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$884 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$876 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -14 | -100.0% | -$870 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$868 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -10 | -100.0% | -$867 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | -5 | -100.0% | -$856 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -7 | -100.0% | -$851 | 清仓 |
| PODD | INSULET CORP | $0 | 0.00% | 0 | -4 | -100.0% | -$839 | 清仓 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | -25 | -100.0% | -$838 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -10 | -100.0% | -$827 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -10 | -100.0% | -$823 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -10 | -100.0% | -$819 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -10 | -100.0% | -$818 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -3 | -100.0% | -$817 | 清仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $0 | 0.00% | 0 | -10 | -100.0% | -$810 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -40 | -100.0% | -$802 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -8 | -100.0% | -$790 | 清仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $0 | 0.00% | 0 | -2 | -100.0% | -$784 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -30 | -100.0% | -$776 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$764 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -7 | -100.0% | -$764 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -2 | -100.0% | -$760 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -1 | -100.0% | -$738 | 清仓 |
| MPC | MARATHON PETE CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$733 | 清仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $0 | 0.00% | 0 | -10 | -100.0% | -$727 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$713 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -5 | -100.0% | -$712 | 清仓 |
| TPR | TAPESTRY INC | $0 | 0.00% | 0 | -5 | -100.0% | -$706 | 清仓 |
| NI | NISOURCE INC | $0 | 0.00% | 0 | -15 | -100.0% | -$700 | 清仓 |
| GRMN | GARMIN LTD | $0 | 0.00% | 0 | -3 | -100.0% | -$696 | 清仓 |
| TYL | TYLER TECHNOLOGIES INC | $0 | 0.00% | 0 | -2 | -100.0% | -$685 | 清仓 |
| HRL | HORMEL FOODS CORP | $0 | 0.00% | 0 | -30 | -100.0% | -$680 | 清仓 |
| RMD | RESMED INC | $0 | 0.00% | 0 | -3 | -100.0% | -$673 | 清仓 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -14 | -100.0% | -$654 | 清仓 |
| DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | -30 | -100.0% | -$649 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -2 | -100.0% | -$646 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -10 | -100.0% | -$646 | 清仓 |
| — | AMPLIFY ETF TR | $0 | 0.00% | 0 | -29 | -100.0% | -$639 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -10 | -100.0% | -$629 | 清仓 |
| MTB | M & T BK CORP | $0 | 0.00% | 0 | -3 | -100.0% | -$620 | 清仓 |
| D | DOMINION ENERGY INC | $0 | 0.00% | 0 | -10 | -100.0% | -$618 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -15 | -100.0% | -$605 | 清仓 |
| — | VANECK ETF TRUST | $0 | 0.00% | 0 | -21 | -100.0% | -$604 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -15 | -100.0% | -$598 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -5 | -100.0% | -$598 | 清仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -3 | -100.0% | -$593 | 清仓 |
| PHM | PULTE GROUP INC | $0 | 0.00% | 0 | -5 | -100.0% | -$588 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -5 | -100.0% | -$574 | 清仓 |
| IDXX | IDEXX LABS INC | $0 | 0.00% | 0 | -1 | -100.0% | -$562 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$550 | 清仓 |
| DLTR | DOLLAR TREE INC | $0 | 0.00% | 0 | -5 | -100.0% | -$548 | 清仓 |
| GPC | GENUINE PARTS CO | $0 | 0.00% | 0 | -5 | -100.0% | -$529 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -15 | -100.0% | -$527 | 清仓 |
| CRH | CRH PLC | $0 | 0.00% | 0 | -5 | -100.0% | -$526 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -1 | -100.0% | -$523 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -20 | -100.0% | -$522 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -4 | -100.0% | -$513 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -2 | -100.0% | -$509 | 清仓 |
| HUBB | HUBBELL INC | $0 | 0.00% | 0 | -1 | -100.0% | -$491 | 清仓 |
| IVZ | INVESCO LTD | $0 | 0.00% | 0 | -20 | -100.0% | -$486 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -5 | -100.0% | -$482 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $0 | 0.00% | 0 | -20 | -100.0% | -$476 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -3 | -100.0% | -$475 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -35 | -100.0% | -$473 | 清仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $0 | 0.00% | 0 | -30 | -100.0% | -$470 | 清仓 |
| FITB | FIFTH THIRD BANCORP | $0 | 0.00% | 0 | -10 | -100.0% | -$465 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -10 | -100.0% | -$464 | 清仓 |
| FNDC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -10 | -100.0% | -$464 | 清仓 |
| VXUS | VANGUARD STAR FDS | $0 | 0.00% | 0 | -6 | -100.0% | -$463 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -2 | -100.0% | -$462 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -10 | -100.0% | -$460 | 清仓 |
| KIM | KIMCO REALTY CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$449 | 清仓 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | -5 | -100.0% | -$438 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -5 | -100.0% | -$438 | 清仓 |
| AIZ | ASSURANT INC | $0 | 0.00% | 0 | -2 | -100.0% | -$436 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -10 | -100.0% | -$432 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -2 | -100.0% | -$429 | 清仓 |
| SCHP | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -16 | -100.0% | -$426 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | -1 | -100.0% | -$417 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -2 | -100.0% | -$416 | 清仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -7 | -100.0% | -$416 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -19 | -100.0% | -$408 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -5 | -100.0% | -$407 | 清仓 |
| QYLD | GLOBAL X FDS | $0 | 0.00% | 0 | -23 | -100.0% | -$403 | 清仓 |