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数据来源:SEC及其他第三方非公开数据库

Shore Point Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Shore Point Advisors, LLC

报告期 2026-03-31 · CIK 0001907092

持仓数

76

前50大市值合计

$245.3M

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 67 项建仓 4增持 34减持 26清仓 3

方向

标的

Δ市值

现股数(环比)

建仓

AVSC AMERICAN CENTY ETF TR

+$18.8M

403,181

减持

EES WISDOMTREE TR

-$9.5M

94,288 -64%

增持

DFIS DIMENSIONAL ETF TRUST

+$8.1M

577,972 +68%

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。

减持

FNDA SCHWAB STRATEGIC TR

-$7.8M

358,560 -40%

增持

PULS PGIM ETF TR

+$7.3M

210,882 +231%

减持

SCZ ISHARES TR

-$4.5M

62,957 -48%

减持

FNDC SCHWAB STRATEGIC TR

-$2.8M

171,701 -50%

增持

DFAW DIMENSIONAL ETF TRUST

+$1.8M

40,779 +155%

增持

AAPL APPLE INC

+$1.8M

11,395 +172%

建仓

JCPB J P MORGAN EXCHANGE TRADED F

+$1.4M

30,704

减持

DFAU DIMENSIONAL ETF TRUST

-$1.1M

34,466 -40%

增持

VTV VANGUARD INDEX FDS

+$1.1M

237,448 +5%

清仓

BSV VANGUARD BD INDEX FDS

-$650.1K

0 -100%

增持

JMOM J P MORGAN EXCHANGE TRADED F

+$616.9K

657,113 +3%

增持

DFEM DIMENSIONAL ETF TRUST

+$363.2K

96,744 +7%

建仓

DCRE DOUBLELINE ETF TRUST

+$333.2K

6,413

增持

DUSB DIMENSIONAL ETF TRUST

+$319.9K

148,280 +6%

增持

DGS WISDOMTREE TR

+$311.4K

104,164 +4%

减持

DFAI DIMENSIONAL ETF TRUST

-$309.7K

21,378 -29%

增持

NVDA NVIDIA CORPORATION

+$267.6K

2,729 +144%

增持

FBND FIDELITY MERRIMACK STR TR

+$241.1K

85,485 +10%

清仓

ZION ZIONS BANCORPORATION N A

-$234.2K

0 -100%

建仓

DISV DIMENSIONAL ETF TRUST

+$203.1K

5,149

清仓

OCSL OAKTREE SPECIALTY LENDING CO

-$191.1K

0 -100%

减持

TPL TEXAS PACIFIC LAND CORPORATI

+$163.4K

900 -2%

增持

ADP AUTOMATIC DATA PROCESSING IN

-$149.7K

4,350 +8%

增持

DFAS DIMENSIONAL ETF TRUST

+$143.3K

5,810 +50%

减持

IMTM ISHARES TR

+$140.8K

453,302 -0%

减持

NJR NEW JERSEY RES CORP

+$134.0K

15,965 -1%

增持

SUB ISHARES TR

+$117.9K

11,946 +10%

增持

HELO J P MORGAN EXCHANGE TRADED F

-$117.3K

48,740 +0%

减持

CVX CHEVRON CORP NEW

+$114.3K

4,950 -17%

减持

EFAV ISHARES TR

+$110.6K

41,284 -3%

减持

MSFT MICROSOFT CORP

-$107.3K

906 -1%

增持

IGSB ISHARES TR

+$105.4K

122,934 +9%

增持

USMV ISHARES TR

-$84.9K

75,931 +0%

减持

MRK MERCK & CO INC

+$84.4K

8,837 -5%

增持

VZ VERIZON COMMUNICATIONS INC

+$80.0K

8,167 +1%

减持

LVHI LEGG MASON ETF INVT

+$71.8K

24,231 -2%

增持

JNJ JOHNSON & JOHNSON

+$68.3K

1,806 +0%

减持

MTUM ISHARES TR

-$57.5K

3,162 -3%

增持

DFCA DIMENSIONAL ETF TRUST

+$49.5K

6,532 +18%

增持

IBM INTERNATIONAL BUSINESS MACHS

-$46.3K

958 +2%

增持

VIGI VANGUARD WHITEHALL FDS

-$45.8K

22,239 +1%

增持

BIL SPDR SER TR

+$42.1K

34,145 +1%

增持

QUAL ISHARES TR

+$40.0K

9,731 +6%

减持

VWOB VANGUARD WHITEHALL FDS

-$30.5K

33,020 -22%

减持

JPST J P MORGAN EXCHANGE TRADED F

-$30.3K

35,691 -2%

增持

DUHP DIMENSIONAL ETF TRUST

-$29.0K

200,401 +4%

增持

DFSD DIMENSIONAL ETF TRUST

+$28.2K

89,286 +1%

减持

DFSU DIMENSIONAL ETF TRUST

-$27.1K

9,662 -1%

增持

— CHUBB LIMITED

+$26.6K

1,912 +0%

减持

DFUV DIMENSIONAL ETF TRUST

+$26.6K

14,367 -0%

减持

AVEM AMERICAN CENTY ETF TR

+$25.4K

80,727 -3%

减持

DFAE DIMENSIONAL ETF TRUST

+$23.9K

204,960 -3%

增持

EMB ISHARES TR

-$20.7K

17,997 +1%

增持

PLTR PALANTIR TECHNOLOGIES INC

+$20.4K

2,570 +28%

增持

DFSV DIMENSIONAL ETF TRUST

+$16.7K

7,416 +0%

增持

DFAC DIMENSIONAL ETF TRUST

-$14.9K

21,097 +0%

增持

DFSB DIMENSIONAL ETF TRUST

+$14.2K

7,868 +4%

增持

BITW BITWISE 10 CRYPTO INDEX FUND

-$10.3K

7,049 +28%

减持

VEA VANGUARD TAX-MANAGED FDS

+$8.0K

5,676 -0%

减持

JMST J P MORGAN EXCHANGE TRADED F

-$7.8K

9,645 -2%

增持

EWX SPDR INDEX SHS FDS

+$7.1K

6,425 +1%

减持

DFIC DIMENSIONAL ETF TRUST

+$5.8K

7,173 -1%

减持

EELV INVESCO EXCH TRADED FD TR II

+$4.5K

7,395 -0%

减持

EEMV ISHARES INC

+$3.5K

16,726 -1%