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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $5,133.25万 | 16.15% | 373,246 | 67,899 | 22.2% | $933.81万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $3,395.89万 | 10.68% | 372,316 | 22,468 | 6.4% | $204.93万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $2,051.93万 | 6.45% | 301,711 | 48,232 | 19.0% | $328.03万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $1,166.47万 | 3.67% | 318,708 | 4,720 | 1.5% | $17.28万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $1,101.07万 | 3.46% | 208,852 | -42,651 | -17.0% | -$224.86万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $983.57万 | 3.09% | 101,935 | -30,658 | -23.1% | -$295.82万 | 减仓 |
| DNL | WISDOMTREE TR | $812.86万 | 2.56% | 176,021 | 2,655 | 1.5% | $12.26万 | 加仓 |
| AAPL | APPLE INC | $742.20万 | 2.33% | 25,650 | -167 | -0.6% | -$4.83万 | 减仓 |
| IWL | ISHARES TR | $724.12万 | 2.28% | 39,152 | -59 | -0.2% | -$1.09万 | 减仓 |
| VLU | SPDR SERIES TRUST | $691.46万 | 2.18% | 29,028 | -173 | -0.6% | -$4.12万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $680.92万 | 2.14% | 157,950 | -61,750 | -28.1% | -$266.20万 | 减仓 |
| IALT | BLACKROCK ETF TRUST | $632.96万 | 1.99% | 225,653 | 225,653 | — | $632.96万 | 新建仓 |
| GOVT | ISHARES TR | $618.53万 | 1.95% | 271,524 | 161,046 | 145.8% | $366.86万 | 加仓 |
| MTUM | ISHARES TR | $582.93万 | 1.83% | 17,004 | -6,478 | -27.6% | -$222.08万 | 减仓 |
| LRGF | ISHARES TR | $566.41万 | 1.78% | 74,892 | -1,966 | -2.6% | -$14.87万 | 减仓 |
| IVLU | ISHARES TR | $540.77万 | 1.70% | 129,310 | -497 | -0.4% | -$2.08万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $537.13万 | 1.69% | 106,637 | -2,376 | -2.2% | -$11.97万 | 减仓 |
| SHLD | GLOBAL X FDS | $514.43万 | 1.62% | 86,155 | 16,743 | 24.1% | $99.97万 | 加仓 |
| — | BNY MELLON ETF TRUST | $481.18万 | 1.51% | 101,068 | 42,110 | 71.4% | $200.48万 | 加仓 |
| ITOT | ISHARES TR | $426.81万 | 1.34% | 25,982 | 68 | 0.3% | $1.12万 | 加仓 |
| EFV | ISHARES TR | $409.09万 | 1.29% | 53,441 | -27,414 | -33.9% | -$209.85万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $405.81万 | 1.28% | 77,534 | 8,097 | 11.7% | $42.38万 | 加仓 |
| OEF | ISHARES TR | $397.49万 | 1.25% | 10,864 | -349 | -3.1% | -$12.77万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $378.63万 | 1.19% | 145,908 | 57,381 | 64.8% | $148.90万 | 加仓 |
| EFG | ISHARES TR | $371.54万 | 1.17% | 29,862 | 5 | 0.0% | $622 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $278.80万 | 0.88% | 55,439 | 55,439 | — | $278.80万 | 新建仓 |
| IAU | ISHARES GOLD TR | $265.64万 | 0.84% | 35,180 | 200 | 0.6% | $1.51万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $264.28万 | 0.83% | 52,343 | 238 | 0.5% | $1.20万 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $259.67万 | 0.82% | 110,405 | 7,082 | 6.9% | $16.66万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $256.05万 | 0.81% | 101,728 | 30,678 | 43.2% | $77.22万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $241.00万 | 0.76% | 7,198 | -3,660 | -33.7% | -$122.54万 | 减仓 |
| MBB | ISHARES TR | $231.15万 | 0.73% | 24,455 | 2,245 | 10.1% | $21.22万 | 加仓 |
| TLT | ISHARES TR | $219.04万 | 0.69% | 25,346 | -78,969 | -75.7% | -$682.46万 | 减仓 |
| IEV | ISHARES TR | $216.60万 | 0.68% | 29,732 | -705 | -2.3% | -$5.14万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $212.44万 | 0.67% | 62,796 | 26,682 | 73.9% | $90.27万 | 加仓 |
| QUAL | ISHARES TR | $203.37万 | 0.64% | 9,268 | -28,703 | -75.6% | -$629.84万 | 减仓 |
| IEF | ISHARES TR | $170.72万 | 0.54% | 18,052 | 186 | 1.0% | $1.76万 | 加仓 |
| DTH | WISDOMTREE TR | $165.92万 | 0.52% | 30,664 | -1,194 | -3.7% | -$6.46万 | 减仓 |
| TFI | SPDR SERIES TRUST | $165.87万 | 0.52% | 36,217 | 28,222 | 353.0% | $129.26万 | 加仓 |
| EMXC | ISHARES INC | $163.52万 | 0.51% | 15,984 | -3 | -0.0% | -$307 | 减仓 |
| DGRO | ISHARES TR | $162.33万 | 0.51% | 21,418 | -762 | -3.4% | -$5.78万 | 减仓 |
| FMHI | FIRST TR EXCH TRADED FD III | $162.16万 | 0.51% | 33,442 | -645 | -1.9% | -$3.13万 | 减仓 |
| GOOGL | ALPHABET INC | $161.40万 | 0.51% | 4,516 | -18 | -0.4% | -$6,433 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $159.95万 | 0.50% | 26,123 | -2,377 | -8.3% | -$14.55万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $157.12万 | 0.49% | 3,140 | 0 | 0.0% | — | 不变 |
| USMV | ISHARES TR | $129.37万 | 0.41% | 13,412 | -101 | -0.7% | -$9,742 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $124.03万 | 0.39% | 23,952 | -1,840 | -7.1% | -$9.53万 | 减仓 |
| IGEB | ISHARES TR | $123.65万 | 0.39% | 27,411 | 703 | 2.6% | $3.17万 | 加仓 |
| XAR | SPDR SERIES TRUST | $122.94万 | 0.39% | 4,332 | 1,129 | 35.2% | $32.04万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $115.50万 | 0.36% | 5,772 | -102 | -1.7% | -$2.04万 | 减仓 |
| HYG | ISHARES TR | $113.29万 | 0.36% | 14,166 | 20 | 0.1% | $1,599 | 加仓 |
| LQD | ISHARES TR | $106.43万 | 0.33% | 9,758 | -899 | -8.4% | -$9.81万 | 减仓 |
| IWB | ISHARES TR | $100.17万 | 0.32% | 2,446 | -9 | -0.4% | -$3,686 | 减仓 |
| DHS | WISDOMTREE TR | $88.72万 | 0.28% | 7,804 | -134 | -1.7% | -$1.52万 | 减仓 |
| MSFT | MICROSOFT CORP | $88.21万 | 0.28% | 2,365 | -79 | -3.2% | -$2.95万 | 减仓 |
| EMLC | VANECK ETF TRUST | $87.38万 | 0.27% | 34,187 | 416 | 1.2% | $1.06万 | 加仓 |
| QLTA | ISHARES TR | $84.60万 | 0.27% | 17,803 | -26,816 | -60.1% | -$127.43万 | 减仓 |
| SECU | BLACKROCK ETF TRUST II | $84.21万 | 0.26% | 16,889 | 16,889 | — | $84.21万 | 新建仓 |
| GOOG | ALPHABET INC | $83.96万 | 0.26% | 2,376 | -30 | -1.2% | -$1.06万 | 减仓 |
| SPBO | SPDR SERIES TRUST | $80.67万 | 0.25% | 27,777 | 249 | 0.9% | $7,231 | 加仓 |
| AFOS | EA SERIES TRUST | $76.75万 | 0.24% | 16,454 | -267 | -1.6% | -$1.25万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $75.87万 | 0.24% | 33,794 | 901 | 2.7% | $2.02万 | 加仓 |
| EUHY | ISHARES INC | $74.45万 | 0.23% | 13,823 | 129 | 0.9% | $6,948 | 加仓 |
| EEM | ISHARES TR | $73.53万 | 0.23% | 10,748 | -81 | -0.7% | -$5,541 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $68.89万 | 0.22% | 16,271 | 76 | 0.5% | $3,218 | 加仓 |
| AMZN | AMAZON COM INC | $65.88万 | 0.21% | 2,764 | -2 | -0.1% | -$477 | 减仓 |
| HDV | ISHARES TR | $65.03万 | 0.20% | 23,725 | -195 | -0.8% | -$5,345 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $59.60万 | 0.19% | 11,783 | 353 | 3.1% | $1.79万 | 加仓 |
| IGRO | ISHARES TR | $57.64万 | 0.18% | 6,555 | 62 | 1.0% | $5,452 | 加仓 |
| CVX | CHEVRON CORPORATION | $53.84万 | 0.17% | 3,248 | 17 | 0.5% | $2,818 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $51.61万 | 0.16% | 1,577 | 5 | 0.3% | $1,636 | 加仓 |
| IWD | ISHARES TR | $44.52万 | 0.14% | 1,837 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $43.19万 | 0.14% | 5,480 | 5,480 | — | $43.19万 | 新建仓 |
| GLDM | WORLD GOLD TR | $43.15万 | 0.14% | 5,433 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $41.90万 | 0.13% | 1,845 | -50 | -2.6% | -$1.14万 | 减仓 |
| FMB | FIRST TR EXCH TRADED FD III | $41.65万 | 0.13% | 8,109 | 730 | 9.9% | $3.75万 | 加仓 |
| GLW | CORNING INC | $40.38万 | 0.13% | 1,581 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $38.35万 | 0.12% | 3,981 | -790 | -16.6% | -$7.61万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $38.01万 | 0.12% | 17,000 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP | $36.41万 | 0.11% | 6,695 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $36.18万 | 0.11% | 2,000 | -396 | -16.5% | -$7.16万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $35.82万 | 0.11% | 3,238 | 27 | 0.8% | $2,987 | 加仓 |
| USIG | ISHARES TR | $34.79万 | 0.11% | 6,783 | -86 | -1.3% | -$4,411 | 减仓 |
| MS | MORGAN STANLEY | $32.21万 | 0.10% | 1,541 | 0 | 0.0% | — | 不变 |
| BRTR | BLACKROCK ETF TRUST II | $31.20万 | 0.10% | 6,199 | 6,199 | — | $31.20万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $30.90万 | 0.10% | 532 | 532 | — | $30.90万 | 新建仓 |
| SYSB | ISHARES TR | $30.80万 | 0.10% | 3,472 | 258 | 8.0% | $2.29万 | 加仓 |
| IVV | ISHARES TR | $30.39万 | 0.10% | 406 | 1 | 0.2% | $749 | 加仓 |
| HYMB | SPDR SERIES TRUST | $29.90万 | 0.09% | 11,752 | -1,854 | -13.6% | -$4.72万 | 减仓 |
| BLK | BLACKROCK INC | $28.78万 | 0.09% | 299 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $28.63万 | 0.09% | 774 | 0 | 0.0% | — | 不变 |
| FDMO | FIDELITY COVINGTON TRUST | $27.38万 | 0.09% | 2,778 | -20 | -0.7% | -$1,971 | 减仓 |
| IEMG | ISHARES INC | $27.14万 | 0.09% | 3,276 | -723 | -18.1% | -$5.99万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $26.02万 | 0.08% | 702 | 0 | 0.0% | — | 不变 |
| FIVA | FIDELITY COVINGTON TRUST | $24.50万 | 0.08% | 6,361 | 6,361 | — | $24.50万 | 新建仓 |
| IEFA | ISHARES TR | $24.44万 | 0.08% | 2,530 | 0 | 0.0% | — | 不变 |
| FDRR | FIDELITY COVINGTON TRUST | $24.32万 | 0.08% | 3,749 | -46 | -1.2% | -$2,984 | 减仓 |
| PCN | PIMCO CORPORATE & INCM STRG | $23.90万 | 0.08% | 20,000 | 0 | 0.0% | — | 不变 |
| FSEC | FIDELITY MERRIMACK STR TR | $23.12万 | 0.07% | 5,273 | 152 | 3.0% | $6,664 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $23.10万 | 0.07% | 727 | 1 | 0.1% | $318 | 重新持有 |