Oceanside Advisors LLC
MOUNT PLEASANT SC · SEC CIK 0002012184
$1.98亿2026Q2 申报市值
57持仓数
71.1%前十大占比 · 第一大 12.3%
4 / 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
DIMENSIONAL ETF 加仓+$81.57万
VOO 新建仓+$80.57万
DFSD 加仓+$59.72万
BND 加仓+$55.56万
DIMENSIONAL ETF 加仓+$50.73万
2026Q2 卖出最多 按季末市值估算
DFAE 减仓-$15.79万
AVIG 减仓-$6.99万
DFNM 减仓-$6.26万
BRK/B 减仓-$4.75万
DFLV 减仓-$1.61万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,437.34万 | 12.30% | 584,073 | 19,548 | 3.5% | $81.57万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $2,224.62万 | 11.23% | 243,901 | 2,172 | 0.9% | $19.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,640.60万 | 8.28% | 422,944 | 9,952 | 2.4% | $38.60万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,563.05万 | 7.89% | 352,356 | 11,436 | 3.4% | $50.73万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,494.58万 | 7.54% | 313,001 | 12,507 | 4.2% | $59.72万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,151.98万 | 5.81% | 156,924 | 7,569 | 5.1% | $55.56万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,006.13万 | 5.08% | 294,837 | 9,704 | 3.4% | $33.11万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $932.09万 | 4.70% | 172,546 | 4,207 | 2.5% | $22.73万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $852.20万 | 4.30% | 211,937 | -3,926 | -1.8% | -$15.79万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $788.31万 | 3.98% | 76,498 | 1,446 | 1.9% | $14.90万 | 加仓 |
| MINT | PIMCO ETF TR | $665.38万 | 3.36% | 66,004 | 4,485 | 7.3% | $45.21万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $646.61万 | 3.26% | 247,176 | 11,978 | 5.1% | $31.33万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $630.26万 | 3.18% | 96,076 | 2,586 | 2.8% | $16.96万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $594.96万 | 3.00% | 144,233 | 5,172 | 3.7% | $21.33万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $367.83万 | 1.86% | 137,047 | 8,354 | 6.5% | $22.42万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $187.49万 | 0.95% | 18,920 | 847 | 4.7% | $8.39万 | 加仓 |
| AAPL | APPLE INC | $159.26万 | 0.80% | 5,504 | 1,646 | 42.7% | $47.63万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $146.45万 | 0.74% | 28,332 | 153 | 0.5% | $7,909 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $133.57万 | 0.67% | 33,285 | 261 | 0.8% | $1.05万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $124.66万 | 0.63% | 29,217 | -104 | -0.4% | -$4,437 | 减仓 |
| GLD | SPDR GOLD TR | $123.59万 | 0.62% | 3,355 | 1 | 0.0% | $368 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $117.94万 | 0.60% | 29,828 | -407 | -1.3% | -$1.61万 | 减仓 |
| AVIV | AMERICAN CENTY ETF TR | $112.95万 | 0.57% | 14,589 | -77 | -0.5% | -$5,961 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $109.28万 | 0.55% | 29,329 | 1,485 | 5.3% | $5.53万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $98.28万 | 0.50% | 23,284 | 1,645 | 7.6% | $6.94万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $80.80万 | 0.41% | 700 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $80.57万 | 0.41% | 1,173 | 1,173 | — | $80.57万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $79.13万 | 0.40% | 6,343 | -76 | -1.2% | -$9,482 | 减仓 |
| AMZN | AMAZON COM INC | $76.04万 | 0.38% | 3,191 | 2,000 | 167.9% | $47.66万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $73.39万 | 0.37% | 18,058 | -180 | -1.0% | -$7,315 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $71.23万 | 0.36% | 2,176 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $69.96万 | 0.35% | 1,980 | 700 | 54.7% | $24.73万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $68.40万 | 0.35% | 1,367 | -95 | -6.5% | -$4.75万 | 减仓 |
| NTRS | NORTHERN TR CORP | $66.11万 | 0.33% | 3,803 | 0 | 0.0% | — | 不变 |
| AVUS | AMERICAN CENTY ETF TR | $62.86万 | 0.32% | 4,908 | -88 | -1.8% | -$1.13万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $56.91万 | 0.29% | 1,538 | 878 | 133.0% | $32.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $56.75万 | 0.29% | 1,521 | 0 | 0.0% | — | 不变 |
| DUSB | DIMENSIONAL ETF TRUST | $54.75万 | 0.28% | 10,782 | -51 | -0.5% | -$2,590 | 减仓 |
| KO | COCA COLA CO | $49.79万 | 0.25% | 6,127 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $49.06万 | 0.25% | 1,000 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $45.05万 | 0.23% | 5,673 | 146 | 2.6% | $1.16万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $40.25万 | 0.20% | 8,311 | 35 | 0.4% | $1,695 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $39.43万 | 0.20% | 4,420 | -87 | -1.9% | -$7,761 | 减仓 |
| VGT | VANGUARD WORLD FD | $33.55万 | 0.17% | 2,807 | 2,807 | — | $33.55万 | 新建仓 |
| DFGX | DIMENSIONAL ETF TRUST | $31.63万 | 0.16% | 5,901 | 0 | 0.0% | — | 不变 |
| DFNM | DIMENSIONAL ETF TRUST | $30.79万 | 0.16% | 6,371 | -1,295 | -16.9% | -$6.26万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $29.70万 | 0.15% | 3,080 | 2 | 0.1% | $193 | 加仓 |
| MUB | ISHARES TR | $29.39万 | 0.15% | 2,731 | 104 | 4.0% | $1.12万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $29.09万 | 0.15% | 7,025 | -1,689 | -19.4% | -$6.99万 | 减仓 |
| META | META PLATFORMS INC | $28.16万 | 0.14% | 500 | 500 | — | $28.16万 | 新建仓 |
| GOOGL | ALPHABET INC | $27.94万 | 0.14% | 782 | 782 | — | $27.94万 | 新建仓 |
| BY | BYLINE BANCORP INC | $26.74万 | 0.13% | 7,100 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $26.39万 | 0.13% | 2,330 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $24.28万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $22.15万 | 0.11% | 704 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $21.92万 | 0.11% | 4,100 | 0 | 0.0% | — | 不变 |
| AVSF | AMERICAN CENTY ETF TR | $21.91万 | 0.11% | 4,705 | -116 | -2.4% | -$5,402 | 减仓 |