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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $3,453.78万 | 12.40% | 305,347 | 42,441 | 16.1% | $480.05万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,820.13万 | 10.13% | 349,848 | 31,804 | 10.0% | $256.37万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,474.74万 | 5.30% | 253,479 | -70,622 | -21.8% | -$410.88万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $1,068.43万 | 3.84% | 132,593 | -36,631 | -21.6% | -$295.17万 | 减仓 |
| CORO | BLACKROCK ETF TRUST | $1,009.57万 | 3.63% | 313,988 | 313,988 | — | $1,009.57万 | 新建仓 |
| TLT | ISHARES TR | $904.31万 | 3.25% | 104,315 | 4,769 | 4.8% | $41.34万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $828.70万 | 2.98% | 251,503 | 61,610 | 32.4% | $203.00万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $795.75万 | 2.86% | 219,700 | 10,667 | 5.1% | $38.64万 | 加仓 |
| QUAL | ISHARES TR | $728.33万 | 2.62% | 37,971 | 72 | 0.2% | $1.38万 | 加仓 |
| DNL | WISDOMTREE TR | $699.88万 | 2.51% | 173,366 | 6,989 | 4.2% | $28.21万 | 加仓 |
| AAPL | APPLE INC | $655.21万 | 2.35% | 25,817 | -496 | -1.9% | -$12.59万 | 减仓 |
| IWL | ISHARES TR | $629.25万 | 2.26% | 39,211 | 901 | 2.4% | $14.46万 | 加仓 |
| VLU | SPDR SERIES TRUST | $627.76万 | 2.25% | 29,201 | 371 | 1.3% | $7.98万 | 加仓 |
| EFV | ISHARES TR | $601.16万 | 2.16% | 80,855 | -16,432 | -16.9% | -$122.17万 | 减仓 |
| MTUM | ISHARES TR | $563.55万 | 2.02% | 23,482 | 943 | 4.2% | $22.63万 | 加仓 |
| IVLU | ISHARES TR | $515.08万 | 1.85% | 129,807 | -4,933 | -3.7% | -$19.57万 | 减仓 |
| LRGF | ISHARES TR | $507.26万 | 1.82% | 76,858 | -216 | -0.3% | -$1.43万 | 减仓 |
| SHLD | GLOBAL X FDS | $491.72万 | 1.77% | 69,412 | 25,234 | 57.1% | $178.76万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $447.61万 | 1.61% | 109,013 | 109,013 | — | $447.61万 | 新建仓 |
| ITOT | ISHARES TR | $369.10万 | 1.33% | 25,914 | 1,704 | 7.0% | $24.27万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $360.59万 | 1.30% | 69,437 | -17,376 | -20.0% | -$90.23万 | 减仓 |
| OEF | ISHARES TR | $356.65万 | 1.28% | 11,213 | 2,957 | 35.8% | $94.05万 | 加仓 |
| EFG | ISHARES TR | $332.51万 | 1.19% | 29,857 | -1,455 | -4.6% | -$16.20万 | 减仓 |
| IAU | ISHARES GOLD TR | $308.38万 | 1.11% | 34,980 | -31,508 | -47.4% | -$277.77万 | 减仓 |
| — | BNY MELLON ETF TRUST | $279.52万 | 1.00% | 58,958 | -727 | -1.2% | -$3.45万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $272.08万 | 0.98% | 10,858 | 0 | 0.0% | — | 不变 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $265.49万 | 0.95% | 88,527 | -9,137 | -9.4% | -$27.40万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $262.46万 | 0.94% | 52,105 | 5,180 | 11.0% | $26.09万 | 加仓 |
| GOVT | ISHARES TR | $253.11万 | 0.91% | 110,478 | 110,478 | — | $253.11万 | 新建仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $237.44万 | 0.85% | 103,323 | 68,003 | 192.5% | $156.27万 | 加仓 |
| IAGG | ISHARES TR | $230.63万 | 0.83% | 46,089 | 38,554 | 511.7% | $192.92万 | 加仓 |
| QLTA | ISHARES TR | $212.34万 | 0.76% | 44,619 | -11,538 | -20.5% | -$54.91万 | 减仓 |
| MBB | ISHARES TR | $210.88万 | 0.76% | 22,210 | 249 | 1.1% | $2.36万 | 加仓 |
| IEV | ISHARES TR | $206.79万 | 0.74% | 30,437 | -285 | -0.9% | -$1.94万 | 减仓 |
| TLH | ISHARES TR | $176.74万 | 0.63% | 17,547 | -70 | -0.4% | -$7,051 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $176.13万 | 0.63% | 71,050 | -945 | -1.3% | -$2.34万 | 减仓 |
| DTH | WISDOMTREE TR | $172.32万 | 0.62% | 31,858 | 3,762 | 13.4% | $20.35万 | 加仓 |
| IEF | ISHARES TR | $170.51万 | 0.61% | 17,866 | -106 | -0.6% | -$1.01万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $162.05万 | 0.58% | 34,087 | -15,773 | -31.6% | -$74.99万 | 减仓 |
| DGRO | ISHARES TR | $155.66万 | 0.56% | 22,180 | -4,059 | -15.5% | -$28.49万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $155.47万 | 0.56% | 28,500 | -202,785 | -87.7% | -$1,106.18万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $150.47万 | 0.54% | 3,140 | -4 | -0.1% | -$1,917 | 减仓 |
| GOOGL | ALPHABET INC | $130.38万 | 0.47% | 4,534 | 13 | 0.3% | $3,738 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $129.48万 | 0.47% | 21,934 | 21,934 | — | $129.48万 | 新建仓 |
| EMXC | ISHARES INC | $125.75万 | 0.45% | 15,987 | -250 | -1.5% | -$1.97万 | 减仓 |
| USMV | ISHARES TR | $125.32万 | 0.45% | 13,513 | -31 | -0.2% | -$2,875 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $120.99万 | 0.43% | 25,792 | 960 | 3.9% | $4.50万 | 加仓 |
| IGEB | ISHARES TR | $120.35万 | 0.43% | 26,708 | -3,287 | -11.0% | -$14.81万 | 减仓 |
| LQD | ISHARES TR | $116.15万 | 0.42% | 10,657 | -853 | -7.4% | -$9.30万 | 减仓 |
| HYG | ISHARES TR | $112.55万 | 0.40% | 14,146 | 805 | 6.0% | $6.40万 | 加仓 |
| BALI | BLACKROCK ETF TRUST | $111.27万 | 0.40% | 36,114 | -289 | -0.8% | -$8,904 | 减仓 |
| FTSL | FIRST TR EXCHANGE-TRADED FD | $103.88万 | 0.37% | 23,186 | -11,412 | -33.0% | -$51.13万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $102.44万 | 0.37% | 5,874 | 58 | 1.0% | $1.01万 | 加仓 |
| MSFT | MICROSOFT CORP | $90.47万 | 0.32% | 2,444 | -48 | -1.9% | -$1.78万 | 减仓 |
| IWB | ISHARES TR | $87.54万 | 0.31% | 2,455 | 38 | 1.6% | $1.36万 | 加仓 |
| DHS | WISDOMTREE TR | $86.70万 | 0.31% | 7,938 | -4,554 | -36.5% | -$49.74万 | 减仓 |
| EMLC | VANECK ETF TRUST | $84.80万 | 0.30% | 33,771 | 1,191 | 3.7% | $2.99万 | 加仓 |
| XAR | SPDR SERIES TRUST | $81.35万 | 0.29% | 3,203 | -230 | -6.7% | -$5.84万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $81.30万 | 0.29% | 16,195 | 81 | 0.5% | $4,066 | 加仓 |
| SPBO | SPDR SERIES TRUST | $79.91万 | 0.29% | 27,528 | -495 | -1.8% | -$1.44万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $72.43万 | 0.26% | 32,893 | -839 | -2.5% | -$1.85万 | 减仓 |
| EUHY | ISHARES INC | $71.85万 | 0.26% | 13,694 | 13,694 | — | $71.85万 | 新建仓 |
| GOOG | ALPHABET INC | $69.02万 | 0.25% | 2,406 | 41 | 1.7% | $1.18万 | 加仓 |
| CVX | CHEVRON CORPORATION | $66.85万 | 0.24% | 3,231 | -80 | -2.4% | -$1.66万 | 减仓 |
| — | ISHARES TR | $65.08万 | 0.23% | 22,065 | -19,265 | -46.6% | -$56.82万 | 减仓 |
| HDV | ISHARES TR | $64.93万 | 0.23% | 4,784 | 4,784 | — | $64.93万 | 新建仓 |
| EEM | ISHARES TR | $61.50万 | 0.22% | 10,829 | 1 | 0.0% | $57 | 加仓 |
| AFOS | EA SERIES TRUST | $60.42万 | 0.22% | 16,721 | 550 | 3.4% | $1.99万 | 加仓 |
| AMZN | AMAZON COM INC | $57.61万 | 0.21% | 2,766 | -26 | -0.9% | -$5,415 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $57.02万 | 0.20% | 11,430 | -3,372 | -22.8% | -$16.82万 | 减仓 |
| IGRO | ISHARES TR | $54.39万 | 0.20% | 6,493 | -1,360 | -17.3% | -$11.39万 | 减仓 |
| GLDM | WORLD GOLD TR | $50.36万 | 0.18% | 5,433 | -17 | -0.3% | -$1,576 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $46.24万 | 0.17% | 1,572 | 5 | 0.3% | $1,471 | 加仓 |
| DLN | WISDOMTREE TR | $42.62万 | 0.15% | 4,771 | -2,545 | -34.8% | -$22.74万 | 减仓 |
| IVE | ISHARES TR | $40.02万 | 0.14% | 1,895 | -158 | -7.7% | -$3.34万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $39.62万 | 0.14% | 2,396 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $39.24万 | 0.14% | 1,837 | 1 | 0.1% | $214 | 加仓 |
| RBLX | ROBLOX CORP | $37.87万 | 0.14% | 6,695 | 0 | 0.0% | — | 不变 |
| FMB | FIRST TR EXCH TRADED FD III | $37.38万 | 0.13% | 7,379 | -203 | -2.7% | -$1.03万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $36.35万 | 0.13% | 3,211 | 25 | 0.8% | $2,830 | 加仓 |
| TFI | SPDR SERIES TRUST | $36.25万 | 0.13% | 7,995 | 1,530 | 23.7% | $6.94万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $35.95万 | 0.13% | 17,000 | 0 | 0.0% | — | 不变 |
| USIG | ISHARES TR | $35.19万 | 0.13% | 6,869 | 1,423 | 26.1% | $7.29万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $33.74万 | 0.12% | 13,606 | -7,923 | -36.8% | -$19.65万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $29.43万 | 0.11% | 7,332 | -4,359 | -37.3% | -$17.50万 | 减仓 |
| BLK | BLACKROCK INC | $28.75万 | 0.10% | 299 | 1 | 0.3% | $961 | 加仓 |
| SYSB | ISHARES TR | $28.60万 | 0.10% | 3,214 | 20 | 0.6% | $1,780 | 加仓 |
| IEMG | ISHARES INC | $27.89万 | 0.10% | 3,999 | -218 | -5.2% | -$1.52万 | 减仓 |
| — | FIDELITY COVINGTON TRUST | $26.72万 | 0.10% | 7,489 | 93 | 1.3% | $3,318 | 加仓 |
| IVV | ISHARES TR | $26.42万 | 0.09% | 405 | 2 | 0.5% | $1,305 | 加仓 |
| MS | MORGAN STANLEY | $25.36万 | 0.09% | 1,541 | 121 | 8.5% | $1.99万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $24.82万 | 0.09% | 774 | 1 | 0.1% | $321 | 加仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $23.80万 | 0.09% | 20,000 | 20,000 | — | $23.80万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $22.96万 | 0.08% | 702 | 1 | 0.1% | $327 | 加仓 |
| IEFA | ISHARES TR | $22.91万 | 0.08% | 2,530 | 0 | 0.0% | — | 不变 |
| FSEC | FIDELITY MERRIMACK STR TR | $22.45万 | 0.08% | 5,121 | -30 | -0.6% | -$1,315 | 减仓 |
| FDMO | FIDELITY COVINGTON TRUST | $22.41万 | 0.08% | 2,798 | -108 | -3.7% | -$8,651 | 减仓 |
| FDRR | FIDELITY COVINGTON TRUST | $22.32万 | 0.08% | 3,795 | -117 | -3.0% | -$6,880 | 减仓 |
| GLW | CORNING INC | $21.50万 | 0.08% | 1,581 | 1,581 | — | $21.50万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $21.45万 | 0.08% | 2,310 | 2,310 | — | $21.45万 | 新建仓 |