ShoreHaven Wealth Partners, LLC 13F 持仓 · 2026年Q2
ShoreHaven Wealth Partners 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 106 只证券，申报市值合计 3.18 亿美元。前几大持仓：IVW（16.15%）、AVLV（10.68%）、DYNF（6.45%）。本季前 25 大持仓中：新建仓 1 只、增持 12 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVW | ISHARES TR | $51.3M | 16.15% | 373,246 | 增持 |
| 2 | AVLV | AMERICAN CENTY ETF TR | $34.0M | 10.68% | 372,316 | 增持 |
| 3 | DYNF | BLACKROCK ETF TRUST | $20.5M | 6.45% | 301,711 | 增持 |
| 4 | CORO | BLACKROCK ETF TRUST | $11.7M | 3.67% | 318,708 | 增持 |
| 5 | BAI | BLACKROCK ETF TRUST | $11.0M | 3.46% | 208,852 | 减持 |
| 6 | AVEM | AMERICAN CENTY ETF TR | $9.8M | 3.09% | 101,935 | 减持 |
| 7 | DNL | WISDOMTREE TR | $8.1M | 2.56% | 176,021 | 增持 |
| 8 | AAPL | APPLE INC | $7.4M | 2.33% | 25,650 | 减持 |
| 9 | IWL | ISHARES TR | $7.2M | 2.28% | 39,152 | 减持 |
| 10 | VLU | SPDR SERIES TRUST | $6.9M | 2.18% | 29,028 | 减持 |
| 11 | THRO | BLACKROCK ETF TRUST | $6.8M | 2.14% | 157,950 | 减持 |
| 12 | IALT | BLACKROCK ETF TRUST | $6.3M | 1.99% | 225,653 | 新建仓 |
| 13 | GOVT | ISHARES TR | $6.2M | 1.95% | 271,524 | 增持 |
| 14 | MTUM | ISHARES TR | $5.8M | 1.83% | 17,004 | 减持 |
| 15 | LRGF | ISHARES TR | $5.7M | 1.78% | 74,892 | 减持 |
| 16 | IVLU | ISHARES TR | $5.4M | 1.70% | 129,310 | 减持 |
| 17 | BLCR | BLACKROCK ETF TRUST | $5.4M | 1.69% | 106,637 | 减持 |
| 18 | SHLD | GLOBAL X FDS | $5.1M | 1.62% | 86,155 | 增持 |
| 19 | BKHY | BNY MELLON ETF TRUST | $4.8M | 1.51% | 101,068 | 增持 |
| 20 | ITOT | ISHARES TR | $4.3M | 1.34% | 25,982 | 增持 |
| 21 | EFV | ISHARES TR | $4.1M | 1.29% | 53,441 | 减持 |
| 22 | BINC | BLACKROCK ETF TRUST II | $4.1M | 1.28% | 77,534 | 增持 |
| 23 | OEF | ISHARES TR | $4.0M | 1.25% | 10,864 | 减持 |
| 24 | BTC | GRAYSCALE BITCOIN MINI TR ET | $3.8M | 1.19% | 145,908 | 增持 |
| 25 | EFG | ISHARES TR | $3.7M | 1.17% | 29,862 | 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