BAYSHORE ASSET MANAGEMENT, LLC
CORAL GABLES FL · SEC CIK 0001906790
$2.80亿2026Q2 申报市值
52持仓数
77.0%前十大占比 · 第一大 20.4%
12 / 0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
NEE 新建仓+$58.75万
D 新建仓+$56.84万
AVGO 新建仓+$48.31万
LNT 新建仓+$37.75万
SPY 新建仓+$35.92万
2026Q2 卖出最多 按季末市值估算
DIMENSIONAL ETF 减仓-$133.24万
DIMENSIONAL ETF 减仓-$115.98万
DFUV 减仓-$65.93万
AVIV 减仓-$45.16万
VNQ 减仓-$41.51万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| ETN | EATON CORP PLC | $20.62万 | 0.07% | 484 | 484 | — | $20.62万 | 新建仓 |
| WMT | WALMART INC | $21.56万 | 0.08% | 1,904 | 1,904 | — | $21.56万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $22.85万 | 0.08% | 698 | 698 | — | $22.85万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $22.92万 | 0.08% | 830 | 830 | — | $22.92万 | 新建仓 |
| — | EXXON MOBIL CORP | $24.01万 | 0.09% | 1,756 | 1,756 | — | $24.01万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $25.21万 | 0.09% | 5,000 | -2 | -0.0% | -$101 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $28.46万 | 0.10% | 10,881 | -3,090 | -22.1% | -$8.08万 | 减仓 |
| ABBV | ABBVIE INC | $29.84万 | 0.11% | 1,186 | 1,186 | — | $29.84万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $30.04万 | 0.11% | 1,183 | 1,183 | — | $30.04万 | 新建仓 |
| VOO | VANGUARD INDEX FDS | $30.17万 | 0.11% | 439 | 7 | 1.6% | $4,811 | 加仓 |
| RDN | RADIAN GROUP INC | $30.32万 | 0.11% | 8,050 | 0 | 0.0% | — | 不变 |
| AVGE | AMERICAN CENTY ETF TR | $31.12万 | 0.11% | 3,140 | 305 | 10.8% | $3.02万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $32.22万 | 0.12% | 1,691 | 0 | 0.0% | — | 不变 |
| AVSC | AMERICAN CENTY ETF TR | $34.29万 | 0.12% | 4,675 | -60 | -1.3% | -$4,400 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $34.71万 | 0.12% | 1,550 | 30 | 2.0% | $6,719 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $35.92万 | 0.13% | 481 | 481 | — | $35.92万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $37.75万 | 0.13% | 4,948 | 4,948 | — | $37.75万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $44.52万 | 0.16% | 1,402 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $45.00万 | 0.16% | 8,705 | -2,070 | -19.2% | -$10.70万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $46.63万 | 0.17% | 11,305 | 2,182 | 23.9% | $9.00万 | 加仓 |
| AVGO | BROADCOM INC | $48.31万 | 0.17% | 1,279 | 1,279 | — | $48.31万 | 新建仓 |
| HUM | HUMANA INC | $55.33万 | 0.20% | 1,393 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $56.84万 | 0.20% | 8,324 | 8,324 | — | $56.84万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $58.75万 | 0.21% | 6,694 | 6,694 | — | $58.75万 | 新建仓 |
| AVRE | AMERICAN CENTY ETF TR | $101.43万 | 0.36% | 21,408 | 19 | 0.1% | $900 | 加仓 |
| NVDA | NVIDIA CORPORATION | $106.25万 | 0.38% | 5,310 | 89 | 1.7% | $1.78万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $125.19万 | 0.45% | 30,804 | 4 | 0.0% | $163 | 加仓 |
| MSFT | MICROSOFT CORP | $139.85万 | 0.50% | 3,749 | 355 | 10.5% | $13.24万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $139.94万 | 0.50% | 14,503 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $140.10万 | 0.50% | 5,878 | -565 | -8.8% | -$13.47万 | 减仓 |
| META | META PLATFORMS INC | $147.07万 | 0.53% | 2,611 | 18 | 0.7% | $1.01万 | 加仓 |
| AAPL | APPLE INC | $173.56万 | 0.62% | 5,998 | 1,143 | 23.5% | $33.07万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $253.51万 | 0.91% | 7,434 | -1 | -0.0% | -$341 | 减仓 |
| SGOV | ISHARES TR | $284.14万 | 1.02% | 28,225 | -2,735 | -8.8% | -$27.53万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $348.11万 | 1.24% | 89,743 | 3,455 | 4.0% | $13.40万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $395.01万 | 1.41% | 98,433 | 4,779 | 5.1% | $19.18万 | 加仓 |
| BSVO | EA SERIES TRUST | $419.34万 | 1.50% | 143,661 | -2,578 | -1.8% | -$7.53万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $449.83万 | 1.61% | 49,318 | -594 | -1.2% | -$5.42万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $490.06万 | 1.75% | 54,940 | -3,256 | -5.6% | -$29.04万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $572.90万 | 2.05% | 87,332 | 1,288 | 1.5% | $8.45万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $619.71万 | 2.21% | 75,263 | -1,260 | -1.6% | -$10.37万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $692.45万 | 2.47% | 71,809 | -4,305 | -5.7% | -$41.51万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $818.40万 | 2.92% | 105,709 | -5,833 | -5.2% | -$45.16万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $830.63万 | 2.97% | 225,469 | 117 | 0.1% | $4,310 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $884.04万 | 3.16% | 85,787 | -1,205 | -1.4% | -$12.42万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $968.26万 | 3.46% | 118,167 | 1,796 | 1.5% | $14.72万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,008.53万 | 3.60% | 78,742 | 917 | 1.2% | $11.74万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,095.38万 | 3.91% | 87,799 | 361 | 0.4% | $4.50万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $2,372.99万 | 8.48% | 439,280 | 19 | 0.0% | $1,026 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $2,785.32万 | 9.95% | 506,330 | -11,986 | -2.3% | -$65.93万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5,062.66万 | 18.09% | 1,141,268 | -26,146 | -2.2% | -$115.98万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5,708.36万 | 20.40% | 816,647 | -19,062 | -2.3% | -$133.24万 | 减仓 |