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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 98 项
建仓 11
增持 43
减持 36
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
QUAL
ISHARES TR
-$5.0M
37,899
-41%
增持
AVLV
AMERICAN CENTY ETF TR
+$4.6M
318,044
+18%
增持
AVEM
AMERICAN CENTY ETF TR
+$3.1M
169,224
+28%
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
MTUM
ISHARES TR
+$2.2M
22,539
+70%
建仓
IYW
ISHARES TR
+$1.8M
8,985
增持
IVW
ISHARES TR
+$1.6M
262,906
+3%
减持
VRT
VERTIV HOLDINGS CO
-$1.6M
10,858
-51%
减持
TLT
ISHARES TR
-$1.4M
99,546
-12%
增持
DYNF
BLACKROCK ETF TRUST
+$1.2M
324,101
+4%
减持
QLTA
ISHARES TR
-$1.1M
56,157
-29%
减持
BAI
BLACKROCK ETF TRUST
-$1.1M
189,893
-12%
建仓
EMLC
VANECK ETF TRUST
+$841.2K
32,580
建仓
XAR
SPDR SERIES TRUST
+$828.2K
3,433
减持
MSFT
MICROSOFT CORP
-$785.0K
2,492
-35%
增持
JAAA
JANUS DETROIT STR TR
+$754.6K
46,925
+47%
减持
IGRO
ISHARES TR
-$734.5K
7,853
-55%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$720.8K
231,285
+2%
减持
SHLD
GLOBAL X FDS
-$668.4K
44,178
-12%
减持
EFV
ISHARES TR
-$612.3K
97,287
-13%
清仓
BIDD
BLACKROCK ETF TRUST
-$583.2K
0
-100%
增持
AAPL
APPLE INC
+$542.7K
26,313
+1%
减持
IAU
ISHARES GOLD TR
+$491.3K
66,488
-1%
增持
THRO
BLACKROCK ETF TRUST
+$398.7K
209,033
+3%
增持
IVLU
ISHARES TR
+$365.5K
134,740
+0%
增持
GOOGL
ALPHABET INC
+$328.0K
4,521
+1%
清仓
FIXD
FIRST TR EXCHNG TRADED FD VI
-$311.5K
0
-100%
减持
SIVR
ABRDN SILVER ETF TRUST
+$310.3K
17,908
-12%
建仓
SYSB
ISHARES TR
+$286.7K
3,194
增持
DNL
WISDOMTREE TR
+$278.9K
166,377
+2%
建仓
FDEV
FIDELITY COVINGTON TRUST
+$256.0K
7,396
清仓
ICVT
ISHARES TR
-$253.5K
0
-100%
建仓
FDMO
FIDELITY COVINGTON TRUST
+$244.0K
2,906
建仓
FDRR
FIDELITY COVINGTON TRUST
+$238.7K
3,912
清仓
EFA
ISHARES TR
-$235.3K
0
-100%
清仓
STIP
ISHARES TR
-$232.0K
0
-100%
建仓
FSEC
FIDELITY MERRIMACK STR TR
+$227.3K
5,151
增持
FMHI
FIRST TR EXCH TRADED FD III
+$226.3K
49,860
+9%
建仓
FQAL
FIDELITY COVINGTON TRUST
+$221.2K
2,925
清仓
IBIT
ISHARES BITCOIN TRUST ETF
-$220.1K
0
-100%
建仓
FSLR
FIRST SOLAR INC
+$217.9K
834
建仓
MAR
MARRIOTT INTL INC NEW
+$217.5K
701
清仓
VYM
VANGUARD WHITEHALL FDS
-$203.3K
0
-100%
清仓
FTA
FIRST TR EXCHANGE-TRADED ALP
-$200.3K
0
-100%
减持
DTH
WISDOMTREE TR
-$192.8K
28,096
-16%
增持
CVX
CHEVRON CORP NEW
+$189.6K
3,311
+63%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$189.3K
97,664
+24%
减持
IWL
ISHARES TR
+$166.6K
38,310
-0%
减持
VLU
SPDR SERIES TRUST
+$163.7K
28,830
-0%
增持
BKHY
BNY MELLON ETF TRUST
+$156.9K
59,685
+7%
减持
BINC
BLACKROCK ETF TRUST II
-$129.1K
86,813
-2%
减持
HYDB
ISHARES TR
-$120.4K
6,997
-26%
减持
MBB
ISHARES TR
-$90.8K
21,961
-4%
减持
FLMI
FRANKLIN TEMPLETON ETF TR
-$88.0K
71,995
-5%
增持
OEF
ISHARES TR
+$84.6K
8,256
+0%
减持
LQD
ISHARES TR
-$78.7K
11,510
-5%
增持
DHS
WISDOMTREE TR
+$77.4K
12,492
+5%
减持
LRGF
ISHARES TR
-$75.5K
77,074
-2%
减持
IEV
ISHARES TR
+$72.7K
30,722
-1%
增持
SHYM
BLACKROCK ETF TRUST II
+$70.5K
33,732
+11%
增持
HYGW
ISHARES TR
+$70.0K
41,330
+8%
增持
IEF
ISHARES TR
+$69.7K
17,972
+5%
增持
DGRO
ISHARES TR
+$67.5K
26,239
+2%
增持
USMV
ISHARES TR
+$59.0K
13,544
+6%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$57.2K
35,320
+7%
增持
IGEB
ISHARES TR
+$55.2K
29,995
+5%
减持
AFOS
EA SERIES TRUST
+$53.6K
16,171
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
-$50.3K
16,114
+0%
增持
IVE
ISHARES TR
+$49.8K
2,053
+10%
减持
IAGG
ISHARES TR
-$48.5K
7,535
-9%
增持
VTI
VANGUARD INDEX FDS
+$47.8K
773
+20%
增持
SPEM
SPDR INDEX SHS FDS
+$40.2K
24,832
+4%
增持
BALI
BLACKROCK ETF TRUST
+$38.2K
36,403
+4%
减持
SRLN
SSGA ACTIVE ETF TR
-$36.8K
11,691
-6%
减持
EMB
ISHARES TR
-$29.4K
7,757
-5%
增持
T
AT&T INC
-$29.3K
8,980
+0%
增持
JPM
JPMORGAN CHASE & CO.
+$24.4K
1,567
+3%
减持
AMZN
AMAZON COM INC
+$23.5K
2,792
-1%
减持
IJT
ISHARES TR
-$22.8K
2,103
-7%
增持
NVDA
NVIDIA CORPORATION
+$20.8K
5,816
+2%
增持
FMB
FIRST TR EXCH TRADED FD III
+$20.6K
7,582
+5%
增持
FTSL
FIRST TR EXCHANGE-TRADED FD
+$17.0K
34,598
+1%
减持
IWB
ISHARES TR
+$16.7K
2,417
-0%
增持
EFG
ISHARES TR
+$16.7K
31,312
+0%
增持
SPBO
SPDR SERIES TRUST
+$16.6K
28,023
+3%
减持
EMXC
ISHARES INC
-$16.6K
16,237
-8%
减持
VTEB
VANGUARD MUN BD FDS
-$16.2K
14,802
-3%
减持
HYMB
SPDR SERIES TRUST
-$12.6K
21,529
-2%
增持
V
VISA INC
+$11.2K
607
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$10.7K
721
+0%
减持
TFI
SPDR SERIES TRUST
-$9.0K
6,465
-3%
减持
HYG
ISHARES TR
-$8.4K
13,341
-0%
增持
META
META PLATFORMS INC
+$6.1K
315
+15%
减持
BKLC
BNY MELLON ETF TRUST
+$5.5K
2,874
-0%
减持
USIG
ISHARES TR
-$3.7K
5,446
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2K
3,144
+0%
增持
ED
CONSOLIDATED EDISON INC
-$1.1K
3,186
+1%
增持
TLH
ISHARES TR
+$1.0K
17,617
+1%
减持
IVV
ISHARES TR
+$946
403
-2%
