Parkshore Wealth Management, Inc.
Granite Bay CA · SEC CIK 0002024251
$3.48亿2026Q2 申报市值
72持仓数
76.7%前十大占比 · 第一大 30.2%
3 / 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
DFCF 加仓+$699.20万
DIMENSIONAL ETF 加仓+$522.92万
DFAI 加仓+$235.55万
DFSD 加仓+$172.36万
DIMENSIONAL ETF 加仓+$166.12万
2026Q2 卖出最多 按季末市值估算
TNA 减仓-$131.84万
INTC 减仓-$62.00万
DFCA 减仓-$52.64万
DFGR 减仓-$46.23万
DIMENSIONAL ETF 减仓-$33.42万
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 | $1.05亿 | 30.24% | 2,373,136 | 117,881 | 5.2% | $522.92万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $3,790.75万 | 10.89% | 898,068 | 165,648 | 22.6% | $699.20万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $2,485.65万 | 7.14% | 199,235 | 6,133 | 3.2% | $76.52万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $2,305.83万 | 6.62% | 558,989 | 57,102 | 11.4% | $235.55万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,553.20万 | 4.46% | 372,203 | 39,808 | 12.0% | $166.12万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $1,533.41万 | 4.40% | 321,133 | 36,096 | 12.7% | $172.36万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $1,228.83万 | 3.53% | 235,814 | 19,384 | 9.0% | $101.01万 | 加仓 |
| AAPL | APPLE INC | $1,111.32万 | 3.19% | 38,406 | 33 | 0.1% | $9,549 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1,098.13万 | 3.15% | 85,738 | 437 | 0.5% | $5.60万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1,075.61万 | 3.09% | 104,377 | 6,872 | 7.0% | $70.82万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $1,013.12万 | 2.91% | 251,957 | 6,121 | 2.5% | $24.61万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $748.00万 | 2.15% | 107,010 | -4,781 | -4.3% | -$33.42万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $564.98万 | 1.62% | 195,023 | -15,957 | -7.6% | -$46.23万 | 减仓 |
| TSLA | TESLA INC | $447.06万 | 1.28% | 10,629 | 2,070 | 24.2% | $87.06万 | 加仓 |
| AMZN | AMAZON COM INC | $443.69万 | 1.27% | 18,616 | 0 | 0.0% | — | 不变 |
| DFAW | DIMENSIONAL ETF TRUST | $419.41万 | 1.20% | 50,659 | 10,741 | 26.9% | $88.92万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $324.20万 | 0.93% | 9,585 | 5 | 0.1% | $1,691 | 加仓 |
| AVES | AMERICAN CENTY ETF TR | $315.63万 | 0.91% | 48,114 | -3,108 | -6.1% | -$20.39万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $259.40万 | 0.75% | 60,796 | 11,233 | 22.7% | $47.93万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $228.52万 | 0.66% | 44,210 | -343 | -0.8% | -$1.77万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $217.88万 | 0.63% | 4,277 | -113 | -2.6% | -$5.76万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $210.55万 | 0.60% | 23,084 | -550 | -2.3% | -$5.02万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $192.15万 | 0.55% | 4,627 | 13 | 0.3% | $5,399 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $184.81万 | 0.53% | 49,601 | 426 | 0.9% | $1.59万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $146.28万 | 0.42% | 9,975 | -293 | -2.9% | -$4.30万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $134.09万 | 0.39% | 6,701 | 88 | 1.3% | $1.76万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $113.49万 | 0.33% | 2,268 | 0 | 0.0% | — | 不变 |
| CDZI | CADIZ INC | $110.28万 | 0.32% | 263,830 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $102.03万 | 0.29% | 1,385 | -47 | -3.3% | -$3.46万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $86.08万 | 0.25% | 2,326 | -23 | -1.0% | -$8,511 | 减仓 |
| INTC | INTEL CORP | $79.95万 | 0.23% | 5,726 | -4,440 | -43.7% | -$62.00万 | 减仓 |
| BAC | BANK OF AMER CORP | $78.74万 | 0.23% | 13,818 | 64 | 0.5% | $3,647 | 加仓 |
| MPC | MARATHON PETE CORP | $77.49万 | 0.22% | 3,031 | 1 | 0.0% | $256 | 加仓 |
| AMP | AMERIPRISE FINL INC | $74.15万 | 0.21% | 1,616 | 0 | 0.0% | — | 不变 |
| DFLV | DIMENSIONAL ETF TRUST | $72.12万 | 0.21% | 18,239 | -750 | -3.9% | -$2.97万 | 减仓 |
| DISV | DIMENSIONAL ETF TRUST | $70.99万 | 0.20% | 17,690 | -36 | -0.2% | -$1,445 | 减仓 |
| IWS | ISHARES TR | $65.92万 | 0.19% | 4,005 | -1,276 | -24.2% | -$21.00万 | 减仓 |
| MSFT | MICROSOFT CORP | $64.67万 | 0.19% | 1,734 | 17 | 1.0% | $6,340 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $64.48万 | 0.19% | 13,609 | -2,255 | -14.2% | -$10.68万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $62.18万 | 0.18% | 833 | 2 | 0.2% | $1,493 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $60.36万 | 0.17% | 1,039 | 1,039 | — | $60.36万 | 新建仓 |
| IWF | ISHARES TR | $57.69万 | 0.17% | 4,646 | -2,086 | -31.0% | -$25.90万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $55.51万 | 0.16% | 15,055 | -2,205 | -12.8% | -$8.13万 | 减仓 |
| DFCA | DIMENSIONAL ETF TRUST | $55.33万 | 0.16% | 11,026 | -10,489 | -48.8% | -$52.64万 | 减仓 |
| IWO | ISHARES TR | $54.38万 | 0.16% | 1,380 | -306 | -18.1% | -$12.06万 | 减仓 |
| TNA | DIREXION SHARES ETF TRUST | $51.50万 | 0.15% | 6,857 | -17,554 | -71.9% | -$131.84万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $49.39万 | 0.14% | 719 | 7 | 1.0% | $4,809 | 加仓 |
| IWD | ISHARES TR | $48.06万 | 0.14% | 1,983 | -513 | -20.6% | -$12.43万 | 减仓 |
| GE | GE AEROSPACE | $42.43万 | 0.12% | 1,135 | 1 | 0.1% | $374 | 加仓 |
| GEV | GE VERNOVA INC | $39.01万 | 0.11% | 332 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $38.60万 | 0.11% | 1,092 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $38.37万 | 0.11% | 1,172 | 0 | 0.0% | — | 不变 |
| BND | VANGUARD BD INDEX FDS | $35.57万 | 0.10% | 4,846 | 69 | 1.4% | $5,065 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $34.98万 | 0.10% | 9,683 | -178 | -1.8% | -$6,431 | 减仓 |
| VXUS | VANGUARD STAR FDS | $31.56万 | 0.09% | 3,691 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $30.38万 | 0.09% | 1,204 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $29.73万 | 0.09% | 807 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $29.42万 | 0.08% | 4,120 | 500 | 13.8% | $3.57万 | 加仓 |
| AGG | ISHARES TR | $29.20万 | 0.08% | 2,950 | -93 | -3.1% | -$9,206 | 减仓 |
| — | EXXON MOBIL CORP | $28.79万 | 0.08% | 2,106 | 6 | 0.3% | $820 | 加仓 |
| CVX | CHEVRON CORPORATION | $28.71万 | 0.08% | 1,732 | -1,004 | -36.7% | -$16.64万 | 减仓 |
| CSX | CSX CORP | $27.78万 | 0.08% | 5,846 | -7 | -0.1% | -$333 | 减仓 |
| IWP | ISHARES TR | $26.72万 | 0.08% | 1,825 | -1,156 | -38.8% | -$16.93万 | 减仓 |
| SUSA | ISHARES TR | $26.05万 | 0.07% | 1,688 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $25.90万 | 0.07% | 921 | 4 | 0.4% | $1,125 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $24.49万 | 0.07% | 6,754 | -1,375 | -16.9% | -$4.99万 | 减仓 |
| IJK | ISHARES TR | $24.41万 | 0.07% | 2,077 | 1 | 0.0% | $118 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $24.09万 | 0.07% | 8,695 | -3,374 | -28.0% | -$9.35万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $22.28万 | 0.06% | 2,498 | 20 | 0.8% | $1,784 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $21.80万 | 0.06% | 8,896 | 84 | 1.0% | $2,059 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $21.60万 | 0.06% | 1,571 | 1,571 | — | $21.60万 | 新建仓 |
| SBUX | STARBUCKS CORP | $20.63万 | 0.06% | 2,019 | 2,019 | — | $20.63万 | 新建仓 |