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 |
|---|---|---|---|---|---|---|---|---|
| — | FIDELITY COVINGTON TRUST | $22.91万 | 0.07% | 6,453 | -1,036 | -13.8% | -$3.68万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $21.44万 | 0.07% | 1,357 | -11 | -0.8% | -$1,738 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $21.40万 | 0.07% | 255 | 255 | — | $21.40万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $20.42万 | 0.06% | 2,326 | 16 | 0.7% | $1,405 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $20.42万 | 0.06% | 726 | 5 | 0.7% | $1,406 | 重新持有 |
| FBND | FIDELITY MERRIMACK STR TR | $20.19万 | 0.06% | 4,438 | 4,438 | — | $20.19万 | 新建仓 |
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -46,089 | -100.0% | -$230.63万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -17,547 | -100.0% | -$176.74万 | 清仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $0 | 0.00% | 0 | -21,934 | -100.0% | -$129.48万 | 清仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -23,186 | -100.0% | -$103.88万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -22,065 | -100.0% | -$65.08万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -7,332 | -100.0% | -$29.43万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,217 | -100.0% | -$20.92万 | 清仓 |
| — | CIBUS INC | $0 | 0.00% | 0 | -13,043 | -100.0% | -$2.58万 | 清仓 |