Shore Point Advisors, LLC
BRIELLE NJ · SEC CIK 0001907092
$2.92亿2026Q2 申报市值
77持仓数
63.2%前十大占比 · 第一大 15.1%
5 / 4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
JCPB 加仓+$714.57万
JMOM 加仓+$278.74万
VTV 加仓+$224.03万
AVSC 加仓+$191.59万
PULS 加仓+$154.51万
2026Q2 卖出最多 按季末市值估算
AAPL 减仓-$210.88万
DIMENSIONAL ETF 减仓-$63.27万
USMV 减仓-$53.66万
EFAV 减仓-$33.07万
BITWISE 10 CRYPT 清仓-$31.45万
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 |
|---|---|---|---|---|---|---|---|---|
| JMOM | J P MORGAN EXCHANGE TRADED F | $4,401.94万 | 15.06% | 701,536 | 44,423 | 6.8% | $278.74万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $2,970.48万 | 10.16% | 256,817 | 19,369 | 8.2% | $224.03万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $2,344.57万 | 8.02% | 439,059 | 35,878 | 8.9% | $191.59万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $2,178.80万 | 7.45% | 621,981 | 44,009 | 7.6% | $154.16万 | 加仓 |
| IMTM | ISHARES TR | $2,081.24万 | 7.12% | 483,285 | 29,983 | 6.6% | $129.12万 | 加仓 |
| PULS | PGIM ETF TR | $1,187.48万 | 4.06% | 242,425 | 31,543 | 15.0% | $154.51万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $877.21万 | 3.00% | 386,724 | 28,164 | 7.9% | $63.89万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $858.70万 | 2.94% | 182,935 | 152,231 | 495.8% | $714.57万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $797.82万 | 2.73% | 198,412 | -6,548 | -3.2% | -$26.33万 | 减仓 |
| DUSB | DIMENSIONAL ETF TRUST | $773.43万 | 2.65% | 154,949 | 6,669 | 4.5% | $33.29万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $722.33万 | 2.47% | 212,882 | 12,481 | 6.2% | $42.35万 | 加仓 |
| FNDC | SCHWAB STRATEGIC TR | $708.75万 | 2.42% | 176,242 | 4,541 | 2.6% | $18.26万 | 加仓 |
| USMV | ISHARES TR | $678.78万 | 2.32% | 70,368 | -5,563 | -7.3% | -$53.66万 | 减仓 |
| IGSB | ISHARES TR | $640.85万 | 2.19% | 134,168 | 11,234 | 9.1% | $53.66万 | 加仓 |
| EES | WISDOMTREE TR | $636.48万 | 2.18% | 93,890 | -398 | -0.4% | -$2.70万 | 减仓 |
| DGS | WISDOMTREE TR | $556.08万 | 1.90% | 109,806 | 5,642 | 5.4% | $28.57万 | 加仓 |
| SCZ | ISHARES TR | $525.38万 | 1.80% | 63,860 | 903 | 1.4% | $7.43万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $422.83万 | 1.45% | 104,043 | 7,299 | 7.5% | $29.66万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $415.54万 | 1.42% | 87,024 | -2,262 | -2.5% | -$10.80万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $365.28万 | 1.25% | 44,121 | 3,342 | 8.2% | $27.67万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $352.11万 | 1.20% | 86,451 | 966 | 1.1% | $3.93万 | 加仓 |
| EFAV | ISHARES TR | $329.04万 | 1.13% | 37,514 | -3,770 | -9.1% | -$33.07万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $302.76万 | 1.04% | 44,800 | -3,940 | -8.1% | -$26.63万 | 减仓 |
| BIL | SPDR SER TR | $292.26万 | 1.00% | 31,891 | -2,254 | -6.6% | -$20.66万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $289.06万 | 0.99% | 90,353 | 9,626 | 11.9% | $30.80万 | 加仓 |
| QUAL | ISHARES TR | $219.60万 | 0.75% | 10,007 | 276 | 2.8% | $6.06万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $209.96万 | 0.72% | 34,721 | 1,701 | 5.2% | $10.29万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $209.44万 | 0.72% | 22,428 | 189 | 0.8% | $1.76万 | 加仓 |
| EMB | ISHARES TR | $178.33万 | 0.61% | 18,491 | 494 | 2.7% | $4.76万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $177.51万 | 0.61% | 34,341 | -125 | -0.4% | -$6,461 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $175.55万 | 0.60% | 34,713 | -978 | -2.7% | -$4.95万 | 减仓 |
| SUB | ISHARES TR | $131.71万 | 0.45% | 12,370 | 424 | 3.5% | $4.51万 | 加仓 |
| — | EXXON MOBIL CORP | $122.57万 | 0.42% | 8,965 | 162 | 1.8% | $2.21万 | 加仓 |
| AAPL | APPLE INC | $118.93万 | 0.41% | 4,109 | -7,286 | -63.9% | -$210.88万 | 减仓 |
| MTUM | ISHARES TR | $115.67万 | 0.40% | 3,373 | 211 | 6.7% | $7.24万 | 加仓 |
| MRK | MERCK & CO INC | $113.56万 | 0.39% | 8,837 | 0 | 0.0% | — | 不变 |
| EEMV | ISHARES INC | $108.83万 | 0.37% | 14,457 | -2,269 | -13.6% | -$17.08万 | 减仓 |
| LVHI | LEGG MASON ETF INVT | $97.87万 | 0.33% | 24,114 | -117 | -0.5% | -$4,748 | 减仓 |
| NJR | NEW JERSEY RES CORP | $95.82万 | 0.33% | 17,099 | 1,134 | 7.1% | $6.35万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $93.92万 | 0.32% | 4,194 | -156 | -3.6% | -$3.49万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $88.90万 | 0.30% | 21,550 | 172 | 0.8% | $7,095 | 加仓 |
| CVX | CHEVRON CORP NEW | $82.05万 | 0.28% | 4,950 | 0 | 0.0% | — | 不变 |
| DFUV | DIMENSIONAL ETF TRUST | $78.01万 | 0.27% | 14,180 | -187 | -1.3% | -$1.03万 | 减仓 |
| CB | CHUBB LIMITED | $65.18万 | 0.22% | 1,912 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $53.80万 | 0.18% | 6,533 | 723 | 12.4% | $5.95万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $47.70万 | 0.16% | 6,419 | -6 | -0.1% | -$446 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $45.95万 | 0.16% | 1,809 | 3 | 0.2% | $762 | 加仓 |
| QDF | FLEXSHARES TR | $44.82万 | 0.15% | 4,984 | 0 | 0.0% | — | 不变 |
| DFSU | DIMENSIONAL ETF TRUST | $44.34万 | 0.15% | 9,509 | -153 | -1.6% | -$7,134 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $42.32万 | 0.14% | 1,142 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $41.30万 | 0.14% | 8,098 | -1,547 | -16.0% | -$7.89万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $40.79万 | 0.14% | 5,725 | 49 | 0.9% | $3,491 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $40.56万 | 0.14% | 7,829 | 1,416 | 22.1% | $7.34万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $40.38万 | 0.14% | 7,748 | -120 | -1.5% | -$6,254 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $39.39万 | 0.13% | 900 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $34.27万 | 0.12% | 8,094 | -73 | -0.9% | -$3,091 | 减仓 |
| VUG | VANGUARD INDEX FDS | $34.15万 | 0.12% | 3,964 | 3,964 | — | $34.15万 | 新建仓 |
| MSFT | MICROSOFT CORP | $33.04万 | 0.11% | 885 | -21 | -2.3% | -$7,840 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $33.00万 | 0.11% | 6,575 | 43 | 0.7% | $2,158 | 加仓 |
| ES | EVERSOURCE ENERGY | $32.83万 | 0.11% | 4,542 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $30.32万 | 0.10% | 6,835 | -14,262 | -67.6% | -$63.27万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $29.55万 | 0.10% | 1,646 | 0 | 0.0% | — | 不变 |
| SYK | STYRKER CORPORATION | $27.64万 | 0.09% | 878 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $26.59万 | 0.09% | 12,847 | -122 | -0.9% | -$2,525 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $26.46万 | 0.09% | 940 | -18 | -1.9% | -$5,066 | 减仓 |
| LOW | LOWES COS INC | $25.61万 | 0.09% | 1,161 | 0 | 0.0% | — | 不变 |
| — | DIMENSIONAL ETF TRUST | $25.01万 | 0.09% | 6,446 | -970 | -13.1% | -$3.76万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $24.62万 | 0.08% | 1,230 | -1,499 | -54.9% | -$30.01万 | 减仓 |
| HIG | HARTFORD FINL SVCS GROUP INC | $24.54万 | 0.08% | 1,852 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.33万 | 0.08% | 2,000 | -570 | -22.2% | -$6.65万 | 减仓 |
| QQQ | INVESCO QQQ TR | $22.37万 | 0.08% | 303 | 303 | — | $22.37万 | 新建仓 |
| IVV | ISHARES TR | $21.50万 | 0.07% | 287 | 287 | — | $21.50万 | 新建仓 |
| — | HASHDEX NASDAQ CRYPTO INDEX | $21.43万 | 0.07% | 14,668 | 14,668 | — | $21.43万 | 新建仓 |
| EELV | INVESCO EXCH TRADED FD TR II | $20.71万 | 0.07% | 7,448 | 53 | 0.7% | $1,474 | 加仓 |
| JPM | JP MORGAN CHASE & CO | $20.69万 | 0.07% | 632 | 632 | — | $20.69万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $20.60万 | 0.07% | 1,504 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP | $3.06万 | 0.01% | 10,000 | 0 | 0.0% | — | 不变 |
| — | BITWISE 10 CRYPTO INDEX FUND | $0 | 0.00% | 0 | -7,049 | -100.0% | -$31.45万 | 清仓 |
| DFIC | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -7,173 | -100.0% | -$25.49万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -6,578 | -100.0% | -$24.21万 | 清仓 |
| DISV | DIMENSIONAL ETF TRUST | $0 | 0.00% | 0 | -5,149 | -100.0% | -$20.31万 | 清仓 |