ShoreHaven Wealth Partners, LLC
Red Bank NJ · SEC CIK 0001844922
$2.78亿2026Q1 申报市值
103持仓数
49.5%前十大占比 · 第一大 12.4%
10 / 10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
CORO 新建仓+$1,009.57万
IVW 加仓+$480.05万
BLCR 新建仓+$447.61万
AVLV 加仓+$256.37万
GOVT 新建仓+$253.11万
2026Q1 卖出最多 按季末市值估算
XLG 减仓-$1,106.18万
DYNF 减仓-$410.88万
AVEM 减仓-$295.17万
IAU 减仓-$277.77万
IYW 清仓-$179.41万
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 |
|---|---|---|---|---|---|---|---|---|
| T | AT&T INC | $20.92万 | 0.08% | 7,217 | -1,763 | -19.6% | -$5.11万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.26万 | 0.07% | 1,368 | -74 | -5.1% | -$1.10万 | 重新持有 |
| — | CIBUS INC | $2.58万 | 0.01% | 13,043 | 13,043 | — | $2.58万 | 新建仓 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | -8,985 | -100.0% | -$179.41万 | 清仓 |
| SIVR | ABRDN SILVER ETF TRUST | $0 | 0.00% | 0 | -17,908 | -100.0% | -$121.13万 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -7,757 | -100.0% | -$74.69万 | 清仓 |
| BKLC | BNY MELLON ETF TRUST | $0 | 0.00% | 0 | -2,874 | -100.0% | -$37.59万 | 清仓 |
| HYDB | ISHARES TR | $0 | 0.00% | 0 | -6,997 | -100.0% | -$33.13万 | 清仓 |
| IJT | ISHARES TR | $0 | 0.00% | 0 | -2,103 | -100.0% | -$29.69万 | 清仓 |
| FQAL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -2,925 | -100.0% | -$22.12万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | -834 | -100.0% | -$21.79万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| V | VISA INC | $0 | 0.00% | 0 | -607 | -100.0% | -$21.31万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -315 | -100.0% | -$20.85万 | 清仓 |
| RCL | ROYAL CARIBBEAN GROUP | $0 | 0.00% | 0 | — | — | — | 申报中断 |