13FBOX
Portside Wealth Group, LLC · 13F 持仓分析
期权收益计算器 机构排行

Portside Wealth Group, LLC

No.3066
最新持仓市值 (Q2 2026)
$8.58亿
环比变动 Q1 2026
+$1.20亿+16.3%
持仓股票数
505
新买入
95
加仓
287
减仓
122
清仓
48
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSPDR道富系列信托BIL
5.3%6.67%$4,552.3万49.7万股$4,924.9万53.7万股-4.1万股-7.57%减仓
SSPDR道富系列信托SPYG
3.23%3.05%$2,774.1万23.3万股$2,250.9万23.0万股+3,236股+1.41%加仓
英伟达NVDA
3.21%3.09%$2,754.6万13.8万股$2,281.6万13.1万股+6,841股+5.23%加仓
SSPDR道富指数基金SPDW
2.45%2.46%$2,105.2万41.8万股$1,819.2万39.9万股+1.9万股+4.84%加仓
谷歌AGOOGL
2.03%1.81%$1,746.5万4.9万股$1,339.5万4.7万股+2,290股+4.92%加仓
微软MSFT
1.9%2.12%$1,631.0万4.4万股$1,563.0万4.2万股+1,500股+3.55%加仓
苹果AAPL
1.9%1.84%$1,629.3万5.6万股$1,356.4万5.3万股+2,860股+5.35%加仓
S道富SPYV
1.81%1.86%$1,556.0万25.6万股$1,373.6万24.3万股+1.3万股+5.43%加仓
亚马逊AMZN
1.71%1.72%$1,466.4万6.2万股$1,268.3万6.1万股+628股+1.03%加仓
特斯拉TSLA
1.28%1.27%$1,095.6万2.6万股$936.7万2.5万股+852股+3.38%加仓
AAlphabet Inc Class CGOOG
1.18%1.16%$1,016.9万2.9万股$856.5万3.0万股-982股-3.30%减仓
S道富SPSM
1.09%0.98%$935.8万16.2万股$726.4万15.0万股+1.2万股+7.94%加仓
V先锋领航·SMALLVBR
1.05%0.88%$898.1万3.7万股$647.5万3.0万股+7,156股+24.01%加仓
VisaV
1.04%1.11%$895.3万2.6万股$818.0万2.7万股-969股-3.58%减仓
IiShares安硕信托SHYG
1.03%1.08%$887.9万20.9万股$799.4万18.9万股+2.0万股+10.81%加仓
SSPDR道富指数基金SPEM
1.03%0.98%$882.8万17.0万股$720.6万15.4万股+1.7万股+10.99%加仓
博通AVGO
1.01%0.91%$865.9万2.3万股$674.8万2.2万股+1,119股+5.13%加仓
Meta平台META
0.97%1.1%$831.1万1.5万股$811.4万1.4万股+573股+4.04%加仓
IiShares安硕IEMG
0.93%0.8%$797.8万9.6万股$590.4万8.5万股+1.2万股+13.77%加仓
强生JNJ
0.84%0.92%$723.7万2.8万股$677.6万2.8万股+775股+2.80%加仓
礼来LLY
0.8%0.78%$686.1万5,720股$572.9万6,229股-509股-8.17%减仓
IiShares安硕信托IEFA
0.79%0.72%$676.2万7.0万股$533.7万5.9万股+1.1万股+18.76%加仓
SSPDR道富系列信托SPMB
0.74%0.81%$635.7万28.5万股$599.0万26.8万股+1.7万股+6.52%加仓
摩根大通JPM
0.7%0.71%$603.6万1.8万股$526.1万1.8万股+557股+3.11%加仓
IiShares安硕·7-10YRIEF
0.7%0.7%$596.5万6.3万股$515.1万5.4万股+9,102股+16.86%加仓
美光科技MU
0.67%0.12%$572.0万4,955股$85.6万2,534股+2,421股+95.54%加仓
S道富SPYM
0.67%0.04%$571.1万6.5万股$33.2万4,337股+6.1万股+1,398.39%加仓
应用材料AMAT
0.67%0.43%$570.8万7,895股$313.8万9,181股-1,286股-14.01%减仓
NETFLIXNFLX
0.65%0.91%$560.0万7.8万股$671.8万7.0万股+8,564股+12.26%加仓
波音BA
0.65%0.66%$557.9万2.6万股$485.5万2.4万股+1,380股+5.66%加仓
甲骨文ORCL
0.63%0.78%$539.0万3.7万股$577.4万3.9万股-2,469股-6.29%减仓
V先锋领航指数基金VBK
0.63%0.48%$536.7万1.5万股$352.3万1.2万股+3,020股+25.91%加仓
威瑞森VZ
0.62%0.89%$533.6万12.6万股$659.6万13.1万股-5,373股-4.09%减仓
PHILIP MORRIS INTLPM
0.61%0.63%$524.7万2.9万股$468.0万2.8万股+699股+2.47%加仓
SSPDR道富系列信托SPTL
0.61%0.66%$521.2万19.9万股$486.0万18.5万股+1.4万股+7.54%加仓
IiShares安硕信托IVV
0.59%0.56%$510.5万6,817股$414.5万6,346股+471股+7.42%加仓
IiShares安硕信托GJS
0.58%0.65%$496.4万21.8万股$482.8万21.1万股+7,176股+3.40%加仓
雷神技术RTX
0.55%0.6%$474.2万2.5万股$444.7万2.3万股+1,937股+8.40%加仓
思科CSCO
0.55%0.6%$472.3万4.0万股$443.1万5.7万股-1.7万股-29.58%减仓
伯克希尔哈撒韦BRK.B
0.55%0.6%$471.5万9,423股$440.3万9,188股+235股+2.56%加仓
V先锋领航斯科茨代尔基金VCIT
0.54%0.61%$465.9万5.6万股$448.8万5.4万股+2,134股+3.93%加仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
0.52%0.41%$449.7万15.3万股$299.2万9.6万股+5.7万股+58.88%加仓
艾伯维ABBV
0.52%0.52%$445.7万1.8万股$381.1万1.8万股+190股+1.08%加仓
阿斯麦ASML
0.51%0.38%$433.7万2,180股$282.7万2,140股+40股+1.87%加仓
雪佛龙CVX
0.49%0.7%$423.3万2.6万股$516.1万2.5万股+596股+2.39%加仓
WELLS FARGO NEWWFC
0.48%0.52%$411.2万5.0万股$387.0万4.9万股+1,148股+2.36%加仓
F富兰克林邓普顿ETF信托FLJP
0.47%$405.3万10.2万股$00股+10.2万股新买入
泛林集团LRCX
0.47%0.29%$402.2万9,282股$211.7万9,910股-628股-6.34%减仓
J摩根大通交易所交易基金JQUA
0.47%0.43%$399.7万5.5万股$315.5万5.1万股+3,849股+7.48%加仓
百事可乐PEP
0.45%0.6%$388.6万2.9万股$439.4万2.8万股+409股+1.45%加仓

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