Seaside Wealth Management, Inc.
CARLSBAD CA · SEC CIK 0001929977
$3.56亿2026Q1 申报市值
65持仓数
86.6%前十大占比 · 第一大 32.1%
3 / 1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
VTI 加仓+$226.46万
VEA 加仓+$73.78万
DIMENSIONAL ETF 加仓+$48.42万
VCSH 加仓+$34.56万
AVRE 加仓+$34.19万
2026Q1 卖出最多 按季末市值估算
BR 清仓-$24.44万
AVDV 减仓-$9.82万
ADP 减仓-$5.55万
SPYV 减仓-$4.02万
DFSD 减仓-$3.94万
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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.14亿 | 32.07% | 355,403 | 7,059 | 2.0% | $226.46万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $5,740.18万 | 16.14% | 895,783 | 11,513 | 1.3% | $73.78万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $3,334.75万 | 9.38% | 965,195 | 7,469 | 0.8% | $25.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,159.02万 | 8.88% | 901,546 | 13,818 | 1.6% | $48.42万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,456.06万 | 4.10% | 369,183 | 4,609 | 1.3% | $18.18万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $1,374.64万 | 3.87% | 173,413 | 4,360 | 2.6% | $34.56万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,295.81万 | 3.64% | 217,601 | 4,490 | 2.1% | $26.74万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $1,211.09万 | 3.41% | 146,354 | 1,549 | 1.1% | $12.82万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $1,203.56万 | 3.39% | 273,411 | 7,766 | 2.9% | $34.19万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $617.59万 | 1.74% | 246,052 | 203 | 0.1% | $5,095 | 加仓 |
| MUB | ISHARES TR | $563.85万 | 1.59% | 53,119 | -343 | -0.6% | -$3.64万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $361.49万 | 1.02% | 146,056 | -145 | -0.1% | -$3,589 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $261.25万 | 0.73% | 67,228 | 76 | 0.1% | $2,953 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $221.20万 | 0.62% | 27,450 | -188 | -0.7% | -$1.51万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $201.92万 | 0.57% | 35,687 | -711 | -2.0% | -$4.02万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $180.09万 | 0.51% | 22,779 | -26 | -0.1% | -$2,056 | 减仓 |
| AAPL | APPLE INC | $161.28万 | 0.45% | 6,355 | 135 | 2.2% | $3.43万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $156.98万 | 0.44% | 14,210 | -30 | -0.2% | -$3,314 | 减仓 |
| SUB | ISHARES TR | $149.78万 | 0.42% | 14,063 | -310 | -2.2% | -$3.30万 | 减仓 |
| ITOT | ISHARES TR | $136.88万 | 0.38% | 9,610 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $127.26万 | 0.36% | 27,878 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $121.58万 | 0.34% | 22,495 | -212 | -0.9% | -$1.15万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $102.47万 | 0.29% | 21,146 | -119 | -0.6% | -$5,767 | 减仓 |
| MSFT | MICROSOFT CORP | $102.34万 | 0.29% | 2,765 | -23 | -0.8% | -$8,513 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $94.71万 | 0.27% | 18,984 | 0 | 0.0% | — | 不变 |
| SPSM | SPDR SERIES TRUST | $92.31万 | 0.26% | 19,104 | 101 | 0.5% | $4,880 | 加仓 |
| — | EXXON MOBIL CORP | $86.87万 | 0.24% | 5,121 | -177 | -3.3% | -$3.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $83.29万 | 0.23% | 1,281 | -15 | -1.2% | -$9,753 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $80.91万 | 0.23% | 3,762 | 15 | 0.4% | $3,226 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $77.91万 | 0.22% | 10,987 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $74.98万 | 0.21% | 6,033 | 40 | 0.7% | $4,971 | 加仓 |
| NVDA | NVIDIA CORPORATION | $66.12万 | 0.19% | 3,791 | 752 | 24.7% | $13.11万 | 加仓 |
| IVV | ISHARES TR | $65.60万 | 0.18% | 1,004 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $64.84万 | 0.18% | 705 | 7 | 1.0% | $6,438 | 加仓 |
| IJR | ISHARES TR | $64.11万 | 0.18% | 5,157 | 0 | 0.0% | — | 不变 |
| DFGR | DIMENSIONAL ETF TRUST | $57.37万 | 0.16% | 21,582 | 13 | 0.1% | $346 | 加仓 |
| SLYV | SPDR SERIES TRUST | $55.46万 | 0.16% | 5,864 | -7 | -0.1% | -$662 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $54.61万 | 0.15% | 5,469 | -983 | -15.2% | -$9.82万 | 减仓 |
| REET | ISHARES TR | $49.76万 | 0.14% | 19,784 | 226 | 1.2% | $5,684 | 加仓 |
| GWX | SPDR INDEX SHS FDS | $49.15万 | 0.14% | 11,639 | -77 | -0.7% | -$3,252 | 减仓 |
| AMZN | AMAZON COM INC | $46.55万 | 0.13% | 2,235 | 85 | 4.0% | $1.77万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $45.14万 | 0.13% | 453 | 11 | 2.5% | $1.10万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $40.64万 | 0.11% | 15,852 | 0 | 0.0% | — | 不变 |
| USRT | ISHARES TR | $39.94万 | 0.11% | 6,748 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $36.67万 | 0.10% | 3,298 | 249 | 8.2% | $2.77万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $36.67万 | 0.10% | 7,658 | -823 | -9.7% | -$3.94万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $36.27万 | 0.10% | 607 | 0 | 0.0% | — | 不变 |
| SCHC | SCHWAB STRATEGIC TR | $35.97万 | 0.10% | 7,696 | 0 | 0.0% | — | 不变 |
| DFIV | DIMENSIONAL ETF TRUST | $34.86万 | 0.10% | 6,605 | -365 | -5.2% | -$1.93万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $33.98万 | 0.10% | 11,856 | -105 | -0.9% | -$3,009 | 减仓 |
| AVGO | BROADCOM INC | $33.55万 | 0.09% | 1,084 | 1,084 | — | $33.55万 | 新建仓 |
| MCK | MCKESSON CORP | $33.40万 | 0.09% | 386 | 4 | 1.0% | $3,462 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $30.26万 | 0.09% | 3,550 | 20 | 0.6% | $1,705 | 加仓 |
| MUNI | PIMCO ETF TR | $29.86万 | 0.08% | 5,722 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $29.44万 | 0.08% | 422 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $29.11万 | 0.08% | 5,470 | 0 | 0.0% | — | 不变 |
| CMDY | ISHARES U S ETF TR | $28.86万 | 0.08% | 4,857 | 44 | 0.9% | $2,614 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $28.51万 | 0.08% | 5,949 | 35 | 0.6% | $1,677 | 加仓 |
| GOOGL | ALPHABET INC | $26.60万 | 0.07% | 925 | 72 | 8.4% | $2.07万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.45万 | 0.07% | 552 | -14 | -2.5% | -$6,709 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.75万 | 0.07% | 1,218 | -273 | -18.3% | -$5.55万 | 减仓 |
| — | HONEYWELL INTL INC | $23.48万 | 0.07% | 1,039 | 10 | 1.0% | $2,260 | 加仓 |
| SUSB | ISHARES TR | $22.61万 | 0.06% | 9,020 | 81 | 0.9% | $2,030 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $20.87万 | 0.06% | 3,351 | 3,351 | — | $20.87万 | 新建仓 |
| — | EA SERIES TRUST | $20.04万 | 0.06% | 5,076 | 5,076 | — | $20.04万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -1,095 | -100.0% | -$24.44万 | 清仓 |