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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 110 项
建仓 11
增持 40
减持 47
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$12.2M
28,500
-88%
建仓
CORO
BLACKROCK ETF TRUST
+$10.1M
313,988
减持
DYNF
BLACKROCK ETF TRUST
-$5.0M
253,479
-22%
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。
建仓
BLCR
BLACKROCK ETF TRUST
+$4.5M
109,013
增持
AVLV
AMERICAN CENTY ETF TR
+$4.1M
349,848
+10%
建仓
GOVT
ISHARES TR
+$2.5M
110,478
减持
AVEM
AMERICAN CENTY ETF TR
-$2.3M
132,593
-22%
减持
IAU
ISHARES GOLD TR
-$2.3M
34,980
-47%
增持
IVW
ISHARES TR
+$2.1M
305,347
+16%
增持
SHLD
GLOBAL X FDS
+$2.1M
69,412
+57%
增持
BAI
BLACKROCK ETF TRUST
+$2.0M
251,503
+32%
增持
IAGG
ISHARES TR
+$1.9M
46,089
+512%
清仓
IYW
ISHARES TR
-$1.8M
0
-100%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$1.6M
103,323
+193%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.3M
21,934
清仓
SIVR
ABRDN SILVER ETF TRUST
-$1.2M
0
-100%
减持
BTC
GRAYSCALE BITCOIN MINI TR ET
-$1.1M
88,527
-9%
减持
BINC
BLACKROCK ETF TRUST II
-$975.3K
69,437
-20%
减持
EFV
ISHARES TR
-$935.7K
80,855
-17%
减持
FMHI
FIRST TR EXCH TRADED FD III
-$769.5K
34,087
-32%
清仓
EMB
ISHARES TR
-$746.9K
0
-100%
增持
OEF
ISHARES TR
+$735.0K
11,213
+36%
建仓
EUHY
ISHARES INC
+$718.5K
13,694
建仓
HDV
ISHARES TR
+$649.3K
4,784
减持
AAPL
APPLE INC
-$601.5K
25,817
-2%
减持
HYGW
ISHARES TR
-$583.3K
22,065
-47%
减持
QLTA
ISHARES TR
-$577.2K
44,619
-21%
减持
FTSL
FIRST TR EXCHANGE-TRADED FD
-$548.6K
23,186
-33%
减持
DHS
WISDOMTREE TR
-$405.1K
7,938
-36%
清仓
BKLC
BNY MELLON ETF TRUST
-$375.9K
0
-100%
增持
TLT
ISHARES TR
+$366.6K
104,315
+5%
清仓
HYDB
ISHARES TR
-$331.3K
0
-100%
减持
MSFT
MICROSOFT CORP
-$300.6K
2,444
-2%
清仓
IJT
ISHARES TR
-$296.9K
0
-100%
减持
LRGF
ISHARES TR
-$278.6K
76,858
-0%
增持
DTH
WISDOMTREE TR
+$273.3K
31,858
+13%
减持
DGRO
ISHARES TR
-$265.0K
22,180
-15%
增持
JAAA
JANUS DETROIT STR TR
+$251.1K
52,105
+11%
增持
QUAL
ISHARES TR
-$244.4K
37,971
+0%
增持
IWL
ISHARES TR
-$244.3K
39,211
+2%
减持
EFG
ISHARES TR
-$241.9K
29,857
-5%
建仓
PCN
PIMCO CORPORATE & INCM STRG
+$238.0K
20,000
清仓
FQAL
FIDELITY COVINGTON TRUST
-$221.2K
0
-100%
减持
DLN
WISDOMTREE TR
-$218.2K
4,771
-35%
清仓
FSLR
FIRST SOLAR INC
-$217.9K
0
-100%
建仓
GLW
CORNING INC
+$215.0K
1,581
建仓
NEE
NEXTERA ENERGY INC
+$214.5K
2,310
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$213.6K
0
-100%
清仓
V
VISA INC
-$213.1K
0
-100%
清仓
META
META PLATFORMS INC
-$208.5K
0
-100%
增持
VLU
SPDR SERIES TRUST
+$204.8K
29,201
+1%
清仓
—
ROYAL CARIBBEAN GROUP
-$202.6K
0
-100%
建仓
VYM
VANGUARD WHITEHALL FDS
+$202.6K
1,368
减持
HYMB
SPDR SERIES TRUST
-$199.5K
13,606
-37%
减持
SRLN
SSGA ACTIVE ETF TR
-$188.2K
7,332
-37%
减持
VTEB
VANGUARD MUN BD FDS
-$174.2K
11,430
-23%
减持
IGEB
ISHARES TR
-$166.1K
26,708
-11%
减持
CVX
CHEVRON CORPORATION
+$163.8K
3,231
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$156.6K
16,195
+1%
增持
DNL
WISDOMTREE TR
+$140.7K
173,366
+4%
增持
GOOGL
ALPHABET INC
-$111.5K
4,534
+0%
减持
LQD
ISHARES TR
-$106.9K
10,657
-7%
减持
IGRO
ISHARES TR
-$106.1K
6,493
-17%
增持
THRO
BLACKROCK ETF TRUST
-$102.8K
219,700
+5%
增持
ITOT
ISHARES TR
+$91.1K
25,914
+7%
减持
EMXC
ISHARES INC
+$77.4K
15,987
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$76.1K
3,140
-0%
减持
BKHY
BNY MELLON ETF TRUST
-$73.9K
58,958
-1%
增持
USIG
ISHARES TR
+$70.0K
6,869
+26%
减持
AMZN
AMAZON COM INC
-$68.4K
2,766
-1%
增持
TFI
SPDR SERIES TRUST
+$67.0K
7,995
+24%
增持
NVDA
NVIDIA CORPORATION
-$60.4K
5,874
+1%
增持
GOOG
ALPHABET INC
-$52.2K
2,406
+2%
增持
HYG
ISHARES TR
+$49.8K
14,146
+6%
增持
AFOS
EA SERIES TRUST
+$48.2K
16,721
+3%
增持
SPEM
SPDR INDEX SHS FDS
+$47.5K
25,792
+4%
增持
ED
CONSOLIDATED EDISON INC
+$47.0K
3,211
+1%
增持
JPM
JPMORGAN CHASE & CO
-$42.6K
1,572
+0%
减持
BALI
BLACKROCK ETF TRUST
-$40.6K
36,114
-1%
减持
IEV
ISHARES TR
-$39.7K
30,437
-1%
减持
GLDM
WORLD GOLD TR
+$38.3K
5,433
-0%
减持
IVE
ISHARES TR
-$35.3K
1,895
-8%
增持
BLK
BLACKROCK INC
-$32.0K
299
+0%
减持
FLMI
FRANKLIN TEMPLETON ETF TR
-$29.2K
71,050
-1%
增持
IWB
ISHARES TR
-$27.2K
2,455
+2%
建仓
CBUS
CIBUS INC
+$25.8K
13,043
减持
SHYM
BLACKROCK ETF TRUST II
-$25.2K
32,893
-2%
减持
IVLU
ISHARES TR
+$23.9K
129,807
-4%
减持
TLH
ISHARES TR
-$23.8K
17,547
-0%
减持
IEF
ISHARES TR
-$23.1K
17,866
-1%
减持
SPBO
SPDR SERIES TRUST
-$23.1K
27,528
-2%
增持
EEM
ISHARES TR
+$22.5K
10,829
+0%
减持
USMV
ISHARES TR
-$22.2K
13,513
-0%
减持
FDMO
FIDELITY COVINGTON TRUST
-$19.9K
2,798
-4%
增持
MBB
ISHARES TR
+$17.6K
22,210
+1%
减持
FDRR
FIDELITY COVINGTON TRUST
-$15.6K
3,795
-3%
减持
XAR
SPDR SERIES TRUST
-$14.7K
3,203
-7%
减持
FMB
FIRST TR EXCH TRADED FD III
-$13.9K
7,379
-3%
减持
T
AT&T INC
-$13.9K
7,217
-20%
增持
MAR
MARRIOTT INTL INC NEW
+$12.1K
702
+0%
增持
IVV
ISHARES TR
-$11.8K
405
+0%
增持
FDEV
FIDELITY COVINGTON TRUST
+$11.2K
7,489
+1%
增持
VTI
VANGUARD INDEX FDS
-$11.2K
774
+0%
增持
EMLC
VANECK ETF TRUST
+$6.8K
33,771
+4%
增持
MTUM
ISHARES TR
-$6.4K
23,482
+4%
增持
IWD
ISHARES TR
+$6.1K
1,837
+0%
减持
IEMG
ISHARES INC
-$4.6K
3,999
-5%
减持
FSEC
FIDELITY MERRIMACK STR TR
-$2.8K
5,121
-1%
增持
MS
MORGAN STANLEY
+$1.3K
1,541
+9%
增持
SYSB
ISHARES TR
-$647
3,214
+1%
