13F 机构持仓

Portus Wealth Advisors, LLC

CHARLOTTE NC · SEC CIK 0002097516

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1.21亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

ACWI 15.5%
SCHG 10.4%
CWI 7.4%
VTV 6.7%
GRNY 6.0%
SCHD 3.7%
LRCX 2.9%
AAPL 2.8%
RSPT 2.8%
CAT 2.6%

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
NTRA NATERA INC $00.00%0 -2-100.0% -$400 清仓
HAUZ DBX ETF TR $00.00%0 -17-100.0% -$384 清仓
HST HOST HOTELS & RESORTS INC $00.00%0 -20-100.0% -$383 清仓
— HOLOGIC INC $00.00%0 -5-100.0% -$378 清仓
KWEB KRANESHARES TRUST $00.00%0 -13-100.0% -$370 清仓
KR KROGER CO $00.00%0 -5-100.0% -$362 清仓
EL LAUDER ESTEE COS INC $00.00%0 -5-100.0% -$359 清仓
COO COOPER COS INC $00.00%0 -5-100.0% -$358 清仓
SWK STANLEY BLACK & DECKER INC $00.00%0 -5-100.0% -$355 清仓
ROP ROPER TECHNOLOGIES INC $00.00%0 -1-100.0% -$354 清仓
EBND SPDR SERIES TRUST $00.00%0 -17-100.0% -$351 清仓
Q QNITY ELECTRONICS INC $00.00%0 -3-100.0% -$346 清仓
ES EVERSOURCE ENERGY $00.00%0 -5-100.0% -$346 清仓
AVY AVERY DENNISON CORP $00.00%0 -2-100.0% -$345 清仓
ALGN ALIGN TECHNOLOGY INC $00.00%0 -2-100.0% -$343 清仓
IQV IQVIA HLDGS INC $00.00%0 -2-100.0% -$341 清仓
TTD THE TRADE DESK INC $00.00%0 -15-100.0% -$340 清仓
SKYD PARAMOUNT SKYDANCE CORP $00.00%0 -37-100.0% -$334 清仓
BRO BROWN & BROWN INC $00.00%0 -5-100.0% -$326 清仓
SWKS SKYWORKS SOLUTIONS INC $00.00%0 -6-100.0% -$321 清仓
BDX BECTON DICKINSON & CO $00.00%0 -2-100.0% -$314 清仓
JLL JONES LANG LASALLE INC $00.00%0 -1-100.0% -$304 清仓
BFLY BUTTERFLY NETWORK INC $00.00%0 -75-100.0% -$303 清仓
BALL BALL CORP $00.00%0 -5-100.0% -$296 清仓
LKQ LKQ CORP $00.00%0 -10-100.0% -$294 清仓
SPYG SPDR SERIES TRUST $00.00%0 -3-100.0% -$294 清仓
RXO RXO INC $00.00%0 -20-100.0% -$292 清仓
GEN GEN DIGITAL INC $00.00%0 -15-100.0% -$282 清仓
CBOE CBOE GLOBAL MKTS INC $00.00%0 -1-100.0% -$281 清仓
FTV FORTIVE CORP $00.00%0 -5-100.0% -$276 清仓
LVS LAS VEGAS SANDS CORP $00.00%0 -5-100.0% -$269 清仓
ROL ROLLINS INC $00.00%0 -5-100.0% -$267 清仓
NDSN NORDSON CORP $00.00%0 -1-100.0% -$266 清仓
BXP BXP INC $00.00%0 -5-100.0% -$260 清仓
— LISTED FDS TR $00.00%0 -16-100.0% -$255 清仓
MOS MOSAIC CO $00.00%0 -10-100.0% -$255 清仓
MKC MCCORMICK & CO INC $00.00%0 -5-100.0% -$252 清仓
WST WEST PHARMACEUTICAL SVSC INC $00.00%0 -1-100.0% -$251 清仓
INVH INVITATION HOMES INC $00.00%0 -10-100.0% -$249 清仓
WY WEYERHAEUSER CO $00.00%0 -10-100.0% -$244 清仓
SOLS SOLSTICE ADVANCED MATLS INC $00.00%0 -3-100.0% -$228 清仓
SF STIFEL FINL CORP $00.00%0 -3-100.0% -$224 清仓
STAG STAG INDUSTRIAL INC $00.00%0 -6-100.0% -$219 清仓
PKG PACKAGING CORP AMER $00.00%0 -1-100.0% -$212 清仓
AES AES CORP $00.00%0 -15-100.0% -$211 清仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $00.00%0 -1-100.0% -$209 清仓
CALY CALLAWAY GOLF CO $00.00%0 -15-100.0% -$208 清仓
PINS PINTEREST INC $00.00%0 -11-100.0% -$202 清仓
RSP INVESCO EXCHANGE TRADED FD T $00.00%0 -1-100.0% -$192 清仓
BIIB BIOGEN INC $00.00%0 -1-100.0% -$183 清仓
WSM WILLIAMS SONOMA INC $00.00%0 -1-100.0% -$182 清仓
JKHY HENRY JACK & ASSOC INC $00.00%0 -1-100.0% -$158 清仓
CINF CINCINNATI FINL CORP $00.00%0 -1-100.0% -$157 清仓
VICI VICI PPTYS INC $00.00%0 -5-100.0% -$137 清仓
IJR ISHARES TR $00.00%0 -1-100.0% -$125 清仓
MAA MID-AMER APT CMNTYS INC $00.00%0 -1-100.0% -$122 清仓
MAIN MAIN STR CAP CORP $00.00%0 -2-100.0% -$109 清仓
BF/B BROWN FORMAN CORP $00.00%0 -4-100.0% -$106 清仓
NCLH NORWEGIAN CRUISE LINE HLDGS $00.00%0 -5-100.0% -$94 清仓
TEAM ATLASSIAN CORPORATION $00.00%0 -1-100.0% -$68 清仓
MRP MILLROSE PPTYS INC $00.00%0 -2-100.0% -$56 清仓
SPEM SPDR INDEX SHS FDS $00.00%0 -1-100.0% -$47 清仓
INOD INNODATA INC $00.00%0 -1-100.0% -$39 清仓
S SENTINELONE INC $00.00%0 -2-100.0% -$26 清仓
EMLC VANECK ETF TRUST $00.00%0 -1-100.0% -$25 清仓
— LISTED FDS TR $00.00%0 -1-100.0% -$19 清仓
SCHB SCHWAB STRATEGIC TR $00.00%0 0— -$9 清仓
LAR LITHIUM ARGENTINA AG $00.00%0 -1-100.0% -$7 清仓
LAC LITHIUM AMERS CORP NEW $00.00%0 -1-100.0% -$4 清仓