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 |
|---|---|---|---|---|---|---|---|---|
| HAUZ | DBX ETF TR | $384 | 0.00% | 17 | 17 | — | $384 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $383 | 0.00% | 20 | 20 | — | $383 | 新建仓 |
| — | HOLOGIC INC | $378 | 0.00% | 5 | 5 | — | $378 | 新建仓 |
| KWEB | KRANESHARES TRUST | $370 | 0.00% | 13 | 13 | — | $370 | 新建仓 |
| KR | KROGER CO | $362 | 0.00% | 5 | 5 | — | $362 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $359 | 0.00% | 5 | 5 | — | $359 | 新建仓 |
| COO | COOPER COS INC | $358 | 0.00% | 5 | 5 | — | $358 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $355 | 0.00% | 5 | 5 | — | $355 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $354 | 0.00% | 1 | 1 | — | $354 | 新建仓 |
| EBND | SPDR SERIES TRUST | $351 | 0.00% | 17 | 17 | — | $351 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $346 | 0.00% | 3 | 3 | — | $346 | 新建仓 |
| ES | EVERSOURCE ENERGY | $346 | 0.00% | 5 | 5 | — | $346 | 新建仓 |
| AVY | AVERY DENNISON CORP | $345 | 0.00% | 2 | 2 | — | $345 | 新建仓 |
| ALGN | ALIGN TECHNOLOGY INC | $343 | 0.00% | 2 | 2 | — | $343 | 新建仓 |
| IQV | IQVIA HLDGS INC | $341 | 0.00% | 2 | 2 | — | $341 | 新建仓 |
| TTD | THE TRADE DESK INC | $340 | 0.00% | 15 | 15 | — | $340 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $334 | 0.00% | 37 | 37 | — | $334 | 新建仓 |
| BRO | BROWN & BROWN INC | $326 | 0.00% | 5 | 5 | — | $326 | 新建仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $321 | 0.00% | 6 | 6 | — | $321 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $314 | 0.00% | 2 | 2 | — | $314 | 新建仓 |
| JLL | JONES LANG LASALLE INC | $304 | 0.00% | 1 | 1 | — | $304 | 新建仓 |
| BFLY | BUTTERFLY NETWORK INC | $303 | 0.00% | 75 | 75 | — | $303 | 新建仓 |
| BALL | BALL CORP | $296 | 0.00% | 5 | 5 | — | $296 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $294 | 0.00% | 3 | 3 | — | $294 | 新建仓 |
| LKQ | LKQ CORP | $294 | 0.00% | 10 | 10 | — | $294 | 新建仓 |
| RXO | RXO INC | $292 | 0.00% | 20 | 20 | — | $292 | 新建仓 |
| GEN | GEN DIGITAL INC | $282 | 0.00% | 15 | 15 | — | $282 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $281 | 0.00% | 1 | 1 | — | $281 | 新建仓 |
| FTV | FORTIVE CORP | $276 | 0.00% | 5 | 5 | — | $276 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $269 | 0.00% | 5 | 5 | — | $269 | 新建仓 |
| ROL | ROLLINS INC | $267 | 0.00% | 5 | 5 | — | $267 | 新建仓 |
| NDSN | NORDSON CORP | $266 | 0.00% | 1 | 1 | — | $266 | 新建仓 |
| BXP | BXP INC | $260 | 0.00% | 5 | 5 | — | $260 | 新建仓 |
| MOS | MOSAIC CO | $255 | 0.00% | 10 | 10 | — | $255 | 新建仓 |
| — | LISTED FDS TR | $255 | 0.00% | 16 | 16 | — | $255 | 新建仓 |
| MKC | MCCORMICK & CO INC | $252 | 0.00% | 5 | 5 | — | $252 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $251 | 0.00% | 1 | 1 | — | $251 | 新建仓 |
| INVH | INVITATION HOMES INC | $249 | 0.00% | 10 | 10 | — | $249 | 新建仓 |
| WY | WEYERHAEUSER CO | $244 | 0.00% | 10 | 10 | — | $244 | 新建仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $228 | 0.00% | 3 | 3 | — | $228 | 新建仓 |
| SF | STIFEL FINL CORP | $224 | 0.00% | 3 | 3 | — | $224 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $219 | 0.00% | 6 | 6 | — | $219 | 新建仓 |
| PKG | PACKAGING CORP AMER | $212 | 0.00% | 1 | 1 | — | $212 | 新建仓 |
| AES | AES CORP | $211 | 0.00% | 15 | 15 | — | $211 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $209 | 0.00% | 1 | 1 | — | $209 | 新建仓 |
| CALY | CALLAWAY GOLF CO | $208 | 0.00% | 15 | 15 | — | $208 | 新建仓 |
| PINS | PINTEREST INC | $202 | 0.00% | 11 | 11 | — | $202 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $192 | 0.00% | 1 | 1 | — | $192 | 新建仓 |
| BIIB | BIOGEN INC | $183 | 0.00% | 1 | 1 | — | $183 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $182 | 0.00% | 1 | 1 | — | $182 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $158 | 0.00% | 1 | 1 | — | $158 | 新建仓 |
| CINF | CINCINNATI FINL CORP | $157 | 0.00% | 1 | 1 | — | $157 | 新建仓 |
| VICI | VICI PPTYS INC | $137 | 0.00% | 5 | 5 | — | $137 | 新建仓 |
| IJR | ISHARES TR | $125 | 0.00% | 1 | 1 | — | $125 | 新建仓 |
| MAA | MID-AMER APT CMNTYS INC | $122 | 0.00% | 1 | 1 | — | $122 | 新建仓 |
| MAIN | MAIN STR CAP CORP | $109 | 0.00% | 2 | 2 | — | $109 | 新建仓 |
| BF/B | BROWN FORMAN CORP | $106 | 0.00% | 4 | 4 | — | $106 | 新建仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $94 | 0.00% | 5 | 5 | — | $94 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $68 | 0.00% | 1 | 1 | — | $68 | 新建仓 |
| MRP | MILLROSE PPTYS INC | $56 | 0.00% | 2 | 2 | — | $56 | 新建仓 |
| SPEM | SPDR INDEX SHS FDS | $47 | 0.00% | 1 | 1 | — | $47 | 新建仓 |
| INOD | INNODATA INC | $39 | 0.00% | 1 | 1 | — | $39 | 新建仓 |
| S | SENTINELONE INC | $26 | 0.00% | 2 | 2 | — | $26 | 新建仓 |
| EMLC | VANECK ETF TRUST | $25 | 0.00% | 1 | 1 | — | $25 | 新建仓 |
| — | LISTED FDS TR | $19 | 0.00% | 1 | 1 | — | $19 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $9 | 0.00% | 0 | 0 | — | — | 清仓 |
| LAR | LITHIUM ARGENTINA AG | $7 | 0.00% | 1 | 1 | — | $7 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW | $4 | 0.00% | 1 | 1 | — | $4 | 新建仓 |