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Shorehaven Wealth Partners, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Shorehaven Wealth Partners, LLC
报告期 2026-03-31 · CIK 0001844922
持仓数
103
前50大市值合计
$252.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 98 项
建仓 11
增持 36
减持 43
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
DYNF
BLACKROCK ETF TRUST
+$5.7M
312,420
+33%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$5.5M
225,830
+57%
增持
AVEM
AMERICAN CENTY ETF TR
+$5.4M
131,986
+102%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
BAI
BLACKROCK ETF TRUST
+$5.0M
216,125
+165%
清仓
IYW
ISHARES TR
-$3.7M
0
-100%
建仓
SHLD
GLOBAL X FDS
+$3.5M
50,266
增持
IVW
ISHARES TR
+$3.2M
255,391
+2%
减持
EFV
ISHARES TR
-$3.1M
111,449
-34%
增持
AVLV
AMERICAN CENTY ETF TR
+$2.5M
269,896
+8%
减持
DNL
WISDOMTREE TR
-$2.1M
162,488
-25%
减持
QUAL
ISHARES TR
-$1.4M
64,399
-16%
建仓
IGEB
ISHARES TR
+$1.3M
28,545
减持
AAPL
APPLE INC
+$1.3M
25,963
-0%
增持
IAU
ISHARES GOLD TR
+$1.1M
67,412
+11%
减持
EMXC
ISHARES INC
-$965.0K
17,726
-48%
增持
FMHI
FIRST TR EXCH TRADED FD III
+$954.3K
45,541
+76%
减持
BINC
BLACKROCK ETF TRUST II
-$920.9K
88,471
-17%
减持
LQD
ISHARES TR
-$910.6K
12,084
-41%
建仓
SIVR
ABRDN SILVER ETF TRUST
+$901.0K
20,257
增持
MSFT
MICROSOFT CORP
+$772.8K
3,842
+57%
建仓
PZA
INVESCO EXCH TRADED FD TR II
+$761.9K
32,997
增持
THRO
BLACKROCK ETF TRUST
+$752.7K
202,367
+4%
减持
FLMI
FRANKLIN TEMPLETON ETF TR
-$671.0K
75,840
-28%
清仓
HEZU
ISHARES TR
-$655.2K
0
-100%
减持
HYMB
SPDR SERIES TRUST
-$645.5K
22,044
-54%
清仓
BRTR
BLACKROCK ETF TRUST II
-$627.5K
0
-100%
减持
IGRO
ISHARES TR
-$618.8K
17,378
-32%
增持
DHS
WISDOMTREE TR
+$553.1K
11,857
+77%
减持
SPBO
SPDR SERIES TRUST
-$529.6K
27,189
-40%
建仓
AFOS
EA SERIES TRUST
+$502.4K
16,394
减持
IWL
ISHARES TR
+$487.7K
38,352
-0%
建仓
HYDB
ISHARES TR
+$451.8K
9,442
增持
SHYM
BLACKROCK ETF TRUST II
+$405.0K
30,393
+148%
减持
LRGF
ISHARES TR
+$387.9K
78,558
-0%
减持
HYGW
ISHARES TR
-$383.2K
38,332
-24%
清仓
SUB
ISHARES TR
-$378.8K
0
-100%
减持
VTEB
VANGUARD MUN BD FDS
-$359.9K
15,190
-34%
减持
OEF
ISHARES TR
-$335.8K
8,253
-19%
减持
VLU
SPDR SERIES TRUST
+$335.2K
28,949
-0%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$333.2K
78,449
+3%
减持
IVLU
ISHARES TR
+$333.1K
134,198
-0%
增持
DTH
WISDOMTREE TR
+$317.8K
33,419
+17%
增持
MTUM
ISHARES TR
+$317.7K
13,263
+3%
建仓
TFI
SPDR SERIES TRUST
+$304.5K
6,682
减持
TLT
ISHARES TR
-$298.1K
113,112
-4%
减持
TLH
ISHARES TR
-$277.4K
17,382
-15%
减持
EEM
ISHARES TR
-$276.3K
10,828
-39%
清仓
HEFA
ISHARES TR
-$224.2K
0
-100%
清仓
IYE
ISHARES TR
-$223.1K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$220.1K
3,386
清仓
TDIV
FIRST TR EXCHANGE TRADED FD
-$218.5K
0
-100%
建仓
VTI
VANGUARD INDEX FDS
+$211.7K
645
清仓
SPY
SPDR S&P 500 ETF TR
-$205.3K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$203.3K
1,442
建仓
FTA
FIRST TR EXCHANGE-TRADED ALP
+$200.3K
2,403
减持
RBLX
ROBLOX CORP
+$182.4K
6,695
-5%
减持
DLN
WISDOMTREE TR
-$174.9K
7,316
-26%
减持
NVDA
NVIDIA CORPORATION
+$162.7K
5,702
-0%
减持
GOOG
ALPHABET INC
+$154.4K
2,365
-1%
减持
ITOT
ISHARES TR
+$134.7K
24,210
-4%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$107.7K
34,257
+7%
增持
MBB
ISHARES TR
+$107.4K
22,931
+4%
减持
BKLC
BNY MELLON ETF TRUST
-$105.7K
2,885
-28%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$98.0K
3,139
+3%
减持
SPEM
SPDR INDEX SHS FDS
+$85.3K
23,973
-1%
增持
EFG
ISHARES TR
+$68.0K
31,176
+0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$67.9K
7,013
+26%
增持
JPM
JPMORGAN CHASE & CO.
+$67.4K
1,523
+7%
增持
BKHY
BNY MELLON ETF TRUST
+$50.1K
55,691
+1%
增持
FMB
FIRST TR EXCH TRADED FD III
+$47.3K
7,240
+13%
减持
USMV
ISHARES TR
-$47.3K
12,784
-5%
增持
IVV
ISHARES TR
+$45.9K
411
+11%
增持
IEF
ISHARES TR
+$45.4K
17,194
+2%
减持
QLTA
ISHARES TR
+$38.1K
78,784
-0%
减持
IEV
ISHARES TR
+$37.4K
31,077
-2%
增持
BLK
BLACKROCK INC
+$35.1K
298
+0%
增持
JAAA
JANUS DETROIT STR TR
+$32.0K
31,879
+2%
增持
EMB
ISHARES TR
+$30.6K
8,155
+1%
增持
CVX
CHEVRON CORP NEW
+$27.1K
2,029
+1%
减持
META
META PLATFORMS INC
-$25.2K
275
-11%
减持
DGRO
ISHARES TR
+$23.5K
25,765
-5%
减持
AMZN
AMAZON COM INC
-$21.2K
2,828
-3%
减持
BALI
BLACKROCK ETF TRUST
+$19.9K
35,131
-3%
增持
IEFA
ISHARES TR
+$17.0K
2,530
+4%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$16.3K
719
-3%
减持
IWB
ISHARES TR
+$13.6K
2,424
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$12.3K
16,078
+0%
减持
BIDD
BLACKROCK ETF TRUST
-$10.3K
20,840
-4%
增持
IAGG
ISHARES TR
+$8.9K
8,302
+2%
增持
—
ROYAL CARIBBEAN GROUP
+$7.7K
726
+0%
减持
ICVT
ISHARES TR
+$6.5K
2,534
-8%
增持
STIP
ISHARES TR
+$6.5K
2,245
+2%
增持
T
AT&T INC
-$6.0K
8,938
+0%
减持
SRLN
SSGA ACTIVE ETF TR
-$6.0K
12,489
-1%
减持
HYG
ISHARES TR
-$4.3K
13,353
-1%
减持
USIG
ISHARES TR
+$3.7K
5,469
-0%
增持
ED
CONSOLIDATED EDISON INC
+$3.3K
3,159
+1%
减持
EFA
ISHARES TR
-$787
2,520
-5%
