Portus Wealth Advisors, LLC 13F 持仓 · 2026年Q2
Portus Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 50 只证券，申报市值合计 1.21 亿美元。前几大持仓：ACWI（15.50%）、SCHG（10.37%）、CWI（7.38%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ACWI | ISHARES TR | $18.8M | 15.50% | 119,979 | 增持 |
| 2 | SCHG | SCHWAB STRATEGIC TR | $12.6M | 10.37% | 372,412 | 增持 |
| 3 | CWI | SPDR INDEX SHS FDS | $9.0M | 7.38% | 220,496 | 减持 |
| 4 | VTV | VANGUARD INDEX FDS | $8.1M | 6.70% | 37,333 | 增持 |
| 5 | GRNY | TIDAL TRUST I | $7.3M | 6.04% | 265,200 | 增持 |
| 6 | SCHD | SCHWAB STRATEGIC TR | $4.5M | 3.67% | 140,793 | 减持 |
| 7 | LRCX | LAM RESEARCH CORP | $3.6M | 2.95% | 8,257 | 减持 |
| 8 | AAPL | APPLE INC | $3.4M | 2.78% | 11,656 | 增持 |
| 9 | RSPT | INVESCO EXCHANGE TRADED FD T | $3.4M | 2.77% | 52,241 | 增持 |
| 10 | CAT | CATERPILLAR INC | $3.2M | 2.61% | 2,974 | 减持 |
| 11 | EEM | ISHARES TR | $3.0M | 2.43% | 43,139 | 增持 |
| 12 | NVDA | NVIDIA CORPORATION | $2.8M | 2.34% | 14,207 | 减持 |
| 13 | SLQD | ISHARES TR | $2.6M | 2.11% | 50,963 | 增持 |
| 14 | PANW | PALO ALTO NETWORKS INC | $2.5M | 2.08% | 7,392 | 增持 |
| 15 | SPY | STATE STR SPDR S&P 500 ETF T | $2.2M | 1.85% | 3,007 | 减持 |
| 16 | GEV | GE VERNOVA INC | $2.1M | 1.73% | 1,790 | 增持 |
| 17 | QUAL | ISHARES TR | $2.0M | 1.69% | 9,337 | 减持 |
| 18 | LLY | ELI LILLY & CO | $2.0M | 1.68% | 1,706 | 增持 |
| 19 | AVGO | BROADCOM INC | $1.9M | 1.58% | 5,091 | 增持 |
| 20 | AMZN | AMAZON COM INC | $1.9M | 1.57% | 7,989 | 减持 |
| 21 | MSFT | MICROSOFT CORP | $1.7M | 1.41% | 4,586 | 增持 |
| 22 | JPM | JPMORGAN CHASE & CO | $1.7M | 1.38% | 5,126 | 增持 |
| 23 | IJH | ISHARES TR | $1.6M | 1.32% | 20,724 | 增持 |
| 24 | NUE | NUCOR CORP | $1.6M | 1.32% | 7,183 | 增持 |
| 25 | JNJ | JOHNSON & JOHNSON | $1.5M | 1.27% | 6,055 | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR