Oceanside Advisors LLC 13F 持仓 · 2026年Q2
Oceanside Advisors 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 57 只证券,申报市值合计 1.98 亿美元。前几大持仓:DUHP(12.30%)、AVLV(11.23%)、DFSV(8.28%)。本季前 25 大持仓中:增持 21 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | DUHP | DIMENSIONAL ETF TRUST | $24.4M | 12.30% | 584,073 | 增持 |
| 2 | AVLV | AMERICAN CENTY ETF TR | $22.2M | 11.23% | 243,901 | 增持 |
| 3 | DFSV | DIMENSIONAL ETF TRUST | $16.4M | 8.28% | 422,944 | 增持 |
| 4 | DFAC | DIMENSIONAL ETF TRUST | $15.6M | 7.89% | 352,356 | 增持 |
| 5 | DFSD | DIMENSIONAL ETF TRUST | $14.9M | 7.54% | 313,001 | 增持 |
| 6 | BND | VANGUARD BD INDEX FDS | $11.5M | 5.81% | 156,924 | 增持 |
| 7 | DIHP | DIMENSIONAL ETF TRUST | $10.1M | 5.08% | 294,837 | 增持 |
| 8 | DFIV | DIMENSIONAL ETF TRUST | $9.3M | 4.70% | 172,546 | 增持 |
| 9 | DFAE | DIMENSIONAL ETF TRUST | $8.5M | 4.30% | 211,937 | 减持 |
| 10 | AVDV | AMERICAN CENTY ETF TR | $7.9M | 3.98% | 76,498 | 增持 |
| 11 | MINT | PIMCO ETF TR | $6.7M | 3.36% | 66,004 | 增持 |
| 12 | DFAR | DIMENSIONAL ETF TRUST | $6.5M | 3.26% | 247,176 | 增持 |
| 13 | AVES | AMERICAN CENTY ETF TR | $6.3M | 3.18% | 96,076 | 增持 |
| 14 | DFAI | DIMENSIONAL ETF TRUST | $5.9M | 3.00% | 144,233 | 增持 |
| 15 | BAB | INVESCO EXCH TRADED FD TR II | $3.7M | 1.86% | 137,047 | 增持 |
| 16 | AVGE | AMERICAN CENTY ETF TR | $1.9M | 0.95% | 18,920 | 增持 |
| 17 | AAPL | APPLE INC | $1.6M | 0.80% | 5,504 | 增持 |
| 18 | DFAU | DIMENSIONAL ETF TRUST | $1.5M | 0.74% | 28,332 | 增持 |
| 19 | DISV | DIMENSIONAL ETF TRUST | $1.3M | 0.67% | 33,285 | 增持 |
| 20 | DFEV | DIMENSIONAL ETF TRUST | $1.2M | 0.63% | 29,217 | 减持 |
| 21 | GLD | SPDR GOLD TR | $1.2M | 0.62% | 3,355 | 增持 |
| 22 | DFLV | DIMENSIONAL ETF TRUST | $1.2M | 0.60% | 29,828 | 减持 |
| 23 | AVIV | AMERICAN CENTY ETF TR | $1.1M | 0.57% | 14,589 | 减持 |
| 24 | DFIC | DIMENSIONAL ETF TRUST | $1.1M | 0.55% | 29,329 | 增持 |
| 25 | DFCF | DIMENSIONAL ETF TRUST | $982,818 | 0.50% | 23,284 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓,以及相对上季度的变化。
13F 持仓,最新季度
来源SEC EDGAR13F-HR