Oceanside Advisors LLC
MOUNT PLEASANT SC · SEC CIK 0002012184
$1.75亿2026Q1 申报市值
53持仓数
72.0%前十大占比 · 第一大 11.8%
3 / 0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
BND 加仓+$157.29万
DFSD 加仓+$107.84万
DIMENSIONAL ETF 加仓+$84.35万
DUSB 新建仓+$54.93万
DIMENSIONAL ETF 加仓+$44.13万
2026Q1 卖出最多 按季末市值估算
AVDV 减仓-$22.07万
GLD 减仓-$13.60万
DISV 减仓-$6.83万
AVIV 减仓-$5.61万
DFNM 减仓-$7,956
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $2,075.19万 | 11.84% | 564,525 | 22,945 | 4.2% | $84.35万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,948.58万 | 11.12% | 241,729 | 1,696 | 0.7% | $13.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,447.12万 | 8.26% | 412,992 | 8,388 | 2.1% | $29.39万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,438.76万 | 8.21% | 300,494 | 22,523 | 8.1% | $107.84万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,324.81万 | 7.56% | 340,920 | 11,356 | 3.4% | $44.13万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1,099.85万 | 6.27% | 149,355 | 21,359 | 16.7% | $157.29万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $918.70万 | 5.24% | 285,133 | 10,635 | 3.9% | $34.27万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $888.50万 | 5.07% | 168,339 | 242 | 0.1% | $1.28万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $749.47万 | 4.28% | 75,052 | -2,210 | -2.9% | -$22.07万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $730.91万 | 4.17% | 215,863 | 605 | 0.3% | $2.05万 | 加仓 |
| MINT | PIMCO ETF TR | $618.70万 | 3.53% | 61,519 | 4,134 | 7.2% | $41.58万 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $560.75万 | 3.20% | 93,490 | 1,284 | 1.4% | $7.70万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $556.24万 | 3.17% | 235,198 | 12,996 | 5.8% | $30.74万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $541.78万 | 3.09% | 139,061 | 2,626 | 1.9% | $10.23万 | 加仓 |
| BAB | INVESCO EXCH TRADED FD TR II | $346.96万 | 1.98% | 128,693 | 12,595 | 10.8% | $33.96万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $159.08万 | 0.91% | 18,073 | 615 | 3.5% | $5.41万 | 加仓 |
| GLD | SPDR GOLD TR | $144.32万 | 0.82% | 3,354 | -316 | -8.6% | -$13.60万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $130.25万 | 0.74% | 33,024 | -1,732 | -5.0% | -$6.83万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $127.14万 | 0.73% | 28,179 | 1,441 | 5.4% | $6.50万 | 加仓 |
| AVIV | AMERICAN CENTY ETF TR | $109.74万 | 0.63% | 14,666 | -750 | -4.9% | -$5.61万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $107.97万 | 0.62% | 30,235 | 3,319 | 12.3% | $11.85万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $104.91万 | 0.60% | 29,321 | 514 | 1.8% | $1.84万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $98.93万 | 0.56% | 27,844 | 1,691 | 6.5% | $6.01万 | 加仓 |
| AAPL | APPLE INC | $97.91万 | 0.56% | 3,858 | 567 | 17.2% | $14.39万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $91.36万 | 0.52% | 21,639 | 315 | 1.5% | $1.33万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $70.91万 | 0.40% | 6,419 | 680 | 11.8% | $7.51万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $70.06万 | 0.40% | 1,462 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $64.01万 | 0.37% | 2,176 | 91 | 4.4% | $2.68万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $63.01万 | 0.36% | 18,238 | 214 | 1.2% | $7,394 | 加仓 |
| MSFT | MICROSOFT CORP | $56.31万 | 0.32% | 1,521 | 97 | 6.8% | $3.59万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $55.54万 | 0.32% | 4,996 | 109 | 2.2% | $1.21万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $54.93万 | 0.31% | 10,833 | 10,833 | — | $54.93万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $53.08万 | 0.30% | 3,803 | 0 | 0.0% | — | 不变 |
| GLDM | WORLD GOLD TR | $51.23万 | 0.29% | 5,527 | -69 | -1.2% | -$6,396 | 减仓 |
| KO | COCA COLA CO | $46.60万 | 0.27% | 6,127 | 0 | 0.0% | — | 不变 |
| BNDX | VANGUARD CHARLOTTE FDS | $39.77万 | 0.23% | 8,276 | -24 | -0.3% | -$1,153 | 减仓 |
| CIEN | CIENA CORP | $38.82万 | 0.22% | 1,000 | 0 | 0.0% | — | 不变 |
| AVDE | AMERICAN CENTY ETF TR | $38.24万 | 0.22% | 4,507 | -20 | -0.4% | -$1,697 | 减仓 |
| DFNM | DIMENSIONAL ETF TRUST | $36.74万 | 0.21% | 7,666 | -166 | -2.1% | -$7,956 | 减仓 |
| GOOG | ALPHABET INC | $36.72万 | 0.21% | 1,280 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $36.20万 | 0.21% | 8,714 | 1,332 | 18.0% | $5.53万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $30.95万 | 0.18% | 5,901 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $28.96万 | 0.17% | 2,330 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $27.94万 | 0.16% | 4,100 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $27.89万 | 0.16% | 2,627 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $27.31万 | 0.16% | 3,078 | 18 | 0.6% | $1,597 | 加仓 |
| AMZN | AMAZON COM INC | $24.80万 | 0.14% | 1,191 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $23.65万 | 0.13% | 700 | 700 | — | $23.65万 | 新建仓 |
| AVSF | AMERICAN CENTY ETF TR | $22.56万 | 0.13% | 4,821 | 0 | 0.0% | — | 不变 |
| BY | BYLINE BANCORP INC | $22.41万 | 0.13% | 7,100 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $21.17万 | 0.12% | 660 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $20.20万 | 0.12% | 704 | 0 | 0.0% | — | 不变 |
| VTWO | VANGUARD SCOTTSDALE FDS | $20.03万 | 0.11% | 2,000 | 2,000 | — | $20.03万 | 新建仓 |