Shore Point Advisors, LLC
BRIELLE NJ · SEC CIK 0001907092
$2.53亿2026Q1 申报市值
76持仓数
61.2%前十大占比 · 第一大 13.7%
4 / 3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
AVSC 新建仓+$1,880.11万
DFIS 加仓+$786.16万
PULS 加仓+$728.50万
AAPL 加仓+$182.71万
DFAW 加仓+$182.71万
2026Q1 卖出最多 按季末市值估算
EES 减仓-$983.57万
FNDC 减仓-$674.84万
FNDA 减仓-$491.67万
SCZ 减仓-$460.92万
DFAU 减仓-$104.63万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -8,248 | -100.0% | -$65.01万 | 清仓 |
| ZION | ZIONS BANCORPORATION N A | $0 | 0.00% | 0 | -4,000 | -100.0% | -$23.42万 | 清仓 |
| OCSL | OAKTREE SPECIALTY LENDING CO | $0 | 0.00% | 0 | -15,000 | -100.0% | -$19.11万 | 清仓 |
| DNN | DENISON MINES CORP | $3.53万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $20.31万 | 0.08% | 5,149 | 5,149 | — | $20.31万 | 新建仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $20.77万 | 0.08% | 7,395 | -10 | -0.1% | -$281 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $23.24万 | 0.09% | 958 | 18 | 1.9% | $4,366 | 加仓 |
| BITB | BITWISE BITCOIN ETF TR | $24.21万 | 0.10% | 6,578 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $24.44万 | 0.10% | 1,504 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD FINL SVCS GROUP INC | $25.04万 | 0.10% | 1,852 | 0 | 0.0% | — | 不变 |
| DFIC | DIMENSIONAL ETF TRUST | $25.49万 | 0.10% | 7,173 | -55 | -0.8% | -$1,954 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $25.99万 | 0.10% | 7,416 | 24 | 0.3% | $841 | 加仓 |
| LOW | LOWES COS INC | $27.44万 | 0.11% | 1,161 | 0 | 0.0% | — | 不变 |
| SYK | STYRKER CORPORATION | $28.85万 | 0.11% | 878 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC | $31.24万 | 0.12% | 1,646 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX FUND | $31.45万 | 0.12% | 7,049 | 1,523 | 27.6% | $6.79万 | 加仓 |
| ES | EVERSOURCE ENERGY | $31.47万 | 0.12% | 4,542 | 0 | 0.0% | — | 不变 |
| DFCA | DIMENSIONAL ETF TRUST | $32.57万 | 0.13% | 6,532 | 1,017 | 18.4% | $5.07万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $33.32万 | 0.13% | 6,413 | 6,413 | — | $33.32万 | 新建仓 |
| MSFT | MICROSOFT CORP | $33.54万 | 0.13% | 906 | -9 | -1.0% | -$3,332 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $36.38万 | 0.14% | 5,676 | -19 | -0.3% | -$1,218 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $37.35万 | 0.15% | 1,142 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $37.59万 | 0.15% | 2,570 | 570 | 28.5% | $8.34万 | 加仓 |
| T | AT&T INC | $37.60万 | 0.15% | 12,969 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $39.42万 | 0.16% | 4,984 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $39.70万 | 0.16% | 9,662 | -103 | -1.1% | -$4,232 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $40.71万 | 0.16% | 7,868 | 282 | 3.7% | $1.46万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $41.00万 | 0.16% | 8,167 | 65 | 0.8% | $3,263 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $41.33万 | 0.16% | 5,810 | 1,935 | 49.9% | $13.77万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $42.49万 | 0.17% | 6,425 | 63 | 1.0% | $4,166 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $42.71万 | 0.17% | 900 | -18 | -2.0% | -$8,542 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $44.16万 | 0.17% | 1,806 | 3 | 0.2% | $733 | 加仓 |
| NVDA | NVIDIA CORPORATION | $47.60万 | 0.19% | 2,729 | 1,612 | 144.3% | $28.12万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $49.17万 | 0.19% | 9,645 | -162 | -1.7% | -$8,260 | 减仓 |
| CB | CHUBB LIMITED | $62.33万 | 0.25% | 1,912 | 1 | 0.1% | $326 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $69.63万 | 0.27% | 14,367 | -6 | -0.0% | -$291 | 减仓 |
| MTUM | ISHARES TR | $75.90万 | 0.30% | 3,162 | -99 | -3.0% | -$2.38万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $81.98万 | 0.32% | 21,097 | 13 | 0.1% | $505 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $83.29万 | 0.33% | 21,378 | -8,602 | -28.7% | -$33.51万 | 减仓 |
| NJR | NEW JERSEY RES CORP | $87.68万 | 0.35% | 15,965 | -140 | -0.9% | -$7,689 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $88.38万 | 0.35% | 4,350 | 332 | 8.3% | $6.75万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $98.23万 | 0.39% | 24,231 | -499 | -2.0% | -$2.02万 | 减仓 |
| CVX | CHEVRON CORP NEW | $102.42万 | 0.40% | 4,950 | -1,020 | -17.1% | -$21.10万 | 减仓 |
| MRK | MERCK & CO INC | $106.30万 | 0.42% | 8,837 | -460 | -4.9% | -$5.53万 | 减仓 |
| EEMV | ISHARES INC | $108.27万 | 0.43% | 16,726 | -126 | -0.7% | -$8,156 | 减仓 |
| SUB | ISHARES TR | $127.23万 | 0.50% | 11,946 | 1,128 | 10.4% | $12.01万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $144.56万 | 0.57% | 30,704 | 30,704 | — | $144.56万 | 新建仓 |
| — | EXXON MOBIL CORP | $149.36万 | 0.59% | 8,803 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $155.51万 | 0.61% | 34,466 | -23,190 | -40.2% | -$104.63万 | 减仓 |
| EMB | ISHARES TR | $169.05万 | 0.67% | 17,997 | 225 | 1.3% | $2.11万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $180.64万 | 0.71% | 35,691 | -613 | -1.7% | -$3.10万 | 减仓 |
| QUAL | ISHARES TR | $186.66万 | 0.74% | 9,731 | 535 | 5.8% | $10.26万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $194.48万 | 0.77% | 33,020 | -9,293 | -22.0% | -$54.73万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $196.73万 | 0.78% | 22,239 | 226 | 1.0% | $2.00万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $244.09万 | 0.96% | 80,727 | -2,708 | -3.2% | -$8.19万 | 减仓 |
| AAPL | APPLE INC | $289.21万 | 1.14% | 11,395 | 7,199 | 171.6% | $182.71万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $300.87万 | 1.19% | 40,779 | 24,763 | 154.6% | $182.71万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $311.50万 | 1.23% | 48,740 | 84 | 0.2% | $5,369 | 加仓 |
| BIL | SPDR SER TR | $312.91万 | 1.24% | 34,145 | 364 | 1.1% | $3.34万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $334.25万 | 1.32% | 96,744 | 6,681 | 7.4% | $23.08万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $348.59万 | 1.38% | 85,485 | 7,892 | 10.2% | $32.18万 | 加仓 |
| EFAV | ISHARES TR | $377.22万 | 1.49% | 41,284 | -1,168 | -2.8% | -$10.67万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $427.51万 | 1.69% | 89,286 | 718 | 0.8% | $3.44万 | 加仓 |
| DGS | WISDOMTREE TR | $492.78万 | 1.95% | 104,164 | 3,718 | 3.7% | $17.59万 | 加仓 |
| SCZ | ISHARES TR | $493.65万 | 1.95% | 62,957 | -58,783 | -48.3% | -$460.92万 | 减仓 |
| EES | WISDOMTREE TR | $547.33万 | 2.16% | 94,288 | -169,437 | -64.2% | -$983.57万 | 减仓 |
| IGSB | ISHARES TR | $583.45万 | 2.30% | 122,934 | 10,079 | 8.9% | $47.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $607.86万 | 2.40% | 200,401 | 8,105 | 4.2% | $24.58万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $661.96万 | 2.61% | 171,701 | -175,043 | -50.5% | -$674.84万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $694.00万 | 2.74% | 204,960 | -7,385 | -3.5% | -$25.01万 | 减仓 |
| USMV | ISHARES TR | $704.19万 | 2.78% | 75,931 | 244 | 0.3% | $2.26万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $731.18万 | 2.89% | 358,560 | -241,109 | -40.2% | -$491.67万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $738.56万 | 2.92% | 148,280 | 8,780 | 6.3% | $43.73万 | 加仓 |
| PULS | PGIM ETF TR | $1,043.87万 | 4.12% | 210,882 | 147,172 | 231.0% | $728.50万 | 加仓 |
| IMTM | ISHARES TR | $1,774.55万 | 7.01% | 453,302 | -1,430 | -0.3% | -$5.60万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $1,880.11万 | 7.43% | 403,181 | 403,181 | — | $1,880.11万 | 新建仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,946.03万 | 7.69% | 577,972 | 233,490 | 67.8% | $786.16万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,530.04万 | 9.99% | 237,448 | 11,189 | 4.9% | $119.22万 | 加仓 |
| JMOM | J P MORGAN EXCHANGE TRADED F | $3,456.75万 | 13.65% | 657,113 | 20,005 | 3.1% | $105.24万 | 加仓 |