ShoreHaven Wealth Partners, LLC
Red Bank NJ · SEC CIK 0001844922
$3.18亿2026Q2 申报市值
106持仓数
52.9%前十大占比 · 第一大 16.1%
9 / 8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
IVW 加仓+$933.81万
IALT 新建仓+$632.96万
GOVT 加仓+$366.86万
DYNF 加仓+$328.03万
GGOV 新建仓+$278.80万
2026Q2 卖出最多 按季末市值估算
TLT 减仓-$682.46万
QUAL 减仓-$629.84万
AVEM 减仓-$295.82万
THRO 减仓-$266.20万
IAGG 清仓-$230.63万
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 |
|---|---|---|---|---|---|---|---|---|
| MTUM | ISHARES TR | $582.93万 | 1.83% | 17,004 | -6,478 | -27.6% | -$222.08万 | 减仓 |
| GOVT | ISHARES TR | $618.53万 | 1.95% | 271,524 | 161,046 | 145.8% | $366.86万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $632.96万 | 1.99% | 225,653 | 225,653 | — | $632.96万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $680.92万 | 2.14% | 157,950 | -61,750 | -28.1% | -$266.20万 | 减仓 |
| VLU | SPDR SERIES TRUST | $691.46万 | 2.18% | 29,028 | -173 | -0.6% | -$4.12万 | 减仓 |
| IWL | ISHARES TR | $724.12万 | 2.28% | 39,152 | -59 | -0.2% | -$1.09万 | 减仓 |
| AAPL | APPLE INC | $742.20万 | 2.33% | 25,650 | -167 | -0.6% | -$4.83万 | 减仓 |
| DNL | WISDOMTREE TR | $812.86万 | 2.56% | 176,021 | 2,655 | 1.5% | $12.26万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $983.57万 | 3.09% | 101,935 | -30,658 | -23.1% | -$295.82万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $1,101.07万 | 3.46% | 208,852 | -42,651 | -17.0% | -$224.86万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,166.47万 | 3.67% | 318,708 | 4,720 | 1.5% | $17.28万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,051.93万 | 6.45% | 301,711 | 48,232 | 19.0% | $328.03万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $3,395.89万 | 10.68% | 372,316 | 22,468 | 6.4% | $204.93万 | 加仓 |
| IVW | ISHARES TR | $5,133.25万 | 16.15% | 373,246 | 67,899 | 22.2% | $933.81万 | 加仓 |