Parkshore Wealth Management, Inc.
Granite Bay CA · SEC CIK 0002024251
$2.99亿2026Q1 申报市值
69持仓数
75.4%前十大占比 · 第一大 29.3%
2 / 2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
DIMENSIONAL ETF 加仓+$1,171.64万
DFCF 加仓+$700.76万
DFAI 加仓+$511.55万
DFSD 加仓+$258.99万
DIMENSIONAL ETF 加仓+$225.78万
2026Q1 卖出最多 按季末市值估算
DFGR 减仓-$207.20万
AVRE 减仓-$49.99万
SCHZ 清仓-$22.68万
SCHC 清仓-$21.78万
AVUS 减仓-$13.31万
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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $8,763.92万 | 29.30% | 2,255,255 | 301,502 | 15.4% | $1,171.64万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,092.28万 | 10.34% | 732,420 | 165,978 | 29.3% | $700.76万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,133.20万 | 7.13% | 193,102 | 10,381 | 5.7% | $114.68万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,955.35万 | 6.54% | 501,887 | 131,302 | 35.4% | $511.55万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,364.76万 | 4.56% | 285,037 | 54,092 | 23.4% | $258.99万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,221.88万 | 4.08% | 332,395 | 61,420 | 22.7% | $225.78万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $1,119.87万 | 3.74% | 216,430 | 39,582 | 22.4% | $204.81万 | 加仓 |
| AAPL | APPLE INC | $973.86万 | 3.26% | 38,373 | -64 | -0.2% | -$1.62万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $973.69万 | 3.26% | 97,505 | 9,474 | 10.8% | $94.61万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $948.38万 | 3.17% | 85,301 | -1,197 | -1.4% | -$13.31万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $832.40万 | 2.78% | 245,836 | 47,065 | 23.7% | $159.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $698.13万 | 2.33% | 111,791 | 318 | 0.3% | $1.99万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $560.78万 | 1.87% | 210,980 | -77,954 | -27.0% | -$207.20万 | 减仓 |
| AMZN | AMAZON COM INC | $387.72万 | 1.30% | 18,616 | 9 | 0.0% | $1,874 | 加仓 |
| TSLA | TESLA INC | $318.18万 | 1.06% | 8,559 | 0 | 0.0% | — | 不变 |
| AVES | AMERICAN CENTY ETF TR | $307.23万 | 1.03% | 51,222 | -181 | -0.4% | -$1.09万 | 减仓 |
| DFAW | DIMENSIONAL ETF TRUST | $294.52万 | 0.98% | 39,918 | 3,684 | 10.2% | $27.18万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $289.77万 | 0.97% | 9,580 | 22 | 0.2% | $6,654 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $265.32万 | 0.89% | 4,390 | 8 | 0.2% | $4,835 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $201.02万 | 0.67% | 44,553 | -178 | -0.4% | -$8,031 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $200.24万 | 0.67% | 4,614 | 14 | 0.3% | $6,076 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $190.51万 | 0.64% | 23,634 | -130 | -0.5% | -$1.05万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $177.33万 | 0.59% | 49,563 | 16,508 | 49.9% | $59.07万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $174.72万 | 0.58% | 49,175 | 25 | 0.1% | $888 | 加仓 |
| PG | PROCTER & GAMBLE CO | $148.31万 | 0.50% | 10,268 | 78 | 0.8% | $1.13万 | 加仓 |
| CDZI | CADIZ INC | $129.54万 | 0.43% | 263,830 | 8,212 | 3.2% | $4.03万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $115.34万 | 0.39% | 6,613 | 466 | 7.6% | $8.13万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $108.68万 | 0.36% | 2,268 | 0 | 0.0% | — | 不变 |
| TNA | DIREXION SHARES ETF TRUST | $107.73万 | 0.36% | 24,411 | 6,635 | 37.3% | $29.28万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $107.25万 | 0.36% | 21,515 | 2,328 | 12.1% | $11.61万 | 加仓 |
| QQQ | INVESCO QQQ TR | $82.63万 | 0.28% | 1,432 | -38 | -2.6% | -$2.19万 | 减仓 |
| IWS | ISHARES TR | $76.97万 | 0.26% | 5,281 | -408 | -7.2% | -$5.95万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $75.37万 | 0.25% | 2,349 | 2,349 | — | $75.37万 | 新建仓 |
| MPC | MARATHON PETE CORP | $73.98万 | 0.25% | 3,030 | 14 | 0.5% | $3,418 | 加仓 |
| AMP | AMERIPRISE FINL INC | $71.83万 | 0.24% | 1,616 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $71.76万 | 0.24% | 1,683 | 0 | 0.0% | — | 不变 |
| DISV | DIMENSIONAL ETF TRUST | $69.91万 | 0.23% | 17,726 | -951 | -5.1% | -$3.75万 | 减仓 |
| AVRE | AMERICAN CENTY ETF TR | $69.83万 | 0.23% | 15,864 | -11,356 | -41.7% | -$49.99万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $67.81万 | 0.23% | 18,989 | 1,551 | 8.9% | $5.54万 | 加仓 |
| BAC | BANK AMERICA CORP | $67.05万 | 0.22% | 13,754 | 176 | 1.3% | $8,580 | 加仓 |
| MSFT | MICROSOFT CORP | $63.56万 | 0.21% | 1,717 | 73 | 4.4% | $2.70万 | 加仓 |
| CVX | CHEVRON CORPORATION | $56.60万 | 0.19% | 2,736 | 26 | 1.0% | $5,379 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $54.02万 | 0.18% | 831 | 6 | 0.7% | $3,900 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $53.44万 | 0.18% | 17,260 | -1,992 | -10.3% | -$6.17万 | 减仓 |
| IWD | ISHARES TR | $53.33万 | 0.18% | 2,496 | -286 | -10.3% | -$6.11万 | 减仓 |
| IWO | ISHARES TR | $52.91万 | 0.18% | 1,686 | -8 | -0.5% | -$2,511 | 减仓 |
| INTC | INTEL CORP | $44.86万 | 0.15% | 10,166 | -610 | -5.7% | -$2.69万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $42.56万 | 0.14% | 712 | 43 | 6.4% | $2.57万 | 加仓 |
| IWP | ISHARES TR | $38.19万 | 0.13% | 2,981 | 1 | 0.0% | $128 | 加仓 |
| — | EXXON MOBIL CORP | $35.62万 | 0.12% | 2,100 | 67 | 3.3% | $1.14万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $35.18万 | 0.12% | 4,777 | -772 | -13.9% | -$5.68万 | 减仓 |
| NFLX | NETFLIX INC. | $34.81万 | 0.12% | 3,620 | 500 | 16.0% | $4.81万 | 加仓 |
| GLD | SPDR GOLD TR | $34.72万 | 0.12% | 807 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $34.48万 | 0.12% | 1,172 | 5 | 0.4% | $1,471 | 加仓 |
| GE | GE AEROSPACE | $32.17万 | 0.11% | 1,134 | -39 | -3.3% | -$1.11万 | 减仓 |
| GOOG | ALPHABET INC | $31.32万 | 0.10% | 1,092 | 1 | 0.1% | $287 | 加仓 |
| AGG | ISHARES TR | $30.21万 | 0.10% | 3,043 | -175 | -5.4% | -$1.74万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $29.87万 | 0.10% | 12,069 | -1,152 | -8.7% | -$2.85万 | 减仓 |
| GEV | GE VERNOVA INC | $28.97万 | 0.10% | 332 | -6 | -1.8% | -$5,236 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $28.68万 | 0.10% | 9,861 | -450 | -4.4% | -$1.31万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $28.46万 | 0.10% | 3,691 | 3,691 | — | $28.46万 | 新建仓 |
| SCHE | SCHWAB STRATEGIC TR | $26.78万 | 0.09% | 8,129 | -270 | -3.2% | -$8,896 | 减仓 |
| CSX | CSX CORP | $24.03万 | 0.08% | 5,853 | -5 | -0.1% | -$205 | 减仓 |
| SUSA | ISHARES TR | $22.30万 | 0.07% | 1,688 | -13 | -0.8% | -$1,718 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $22.22万 | 0.07% | 917 | 7 | 0.8% | $1,696 | 加仓 |
| IYW | ISHARES TR | $21.85万 | 0.07% | 1,204 | 0 | 0.0% | — | 不变 |
| PWZ | INVESCO EXCH TRADED FD TR II | $21.03万 | 0.07% | 8,812 | -2,427 | -21.6% | -$5.79万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $21.02万 | 0.07% | 2,478 | 2 | 0.1% | $170 | 加仓 |
| IJK | ISHARES TR | $20.89万 | 0.07% | 2,076 | -112 | -5.1% | -$1.13万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -9,706 | -100.0% | -$22.68万 | 清仓 |
| SCHC | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -4,784 | -100.0% | -$21.78万 | 清仓 |