13FBOX
Parkshore Wealth Management, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Parkshore Wealth Management, Inc.

No.5300 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.48亿
环比变动 Q1 2026
+$4,903.8万+16.4%
持仓股票数
72
新买入
3
加仓
32
减仓
26
清仓
0
持股不变
11
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
DDimensional维度ETF信托DFAC
30.24%29.3%$1.05亿237.3万股$8,763.9万225.5万股+11.8万股+5.23%加仓
DDimensional维度ETF信托DFCF
10.89%10.34%$3,790.7万89.8万股$3,092.3万73.2万股+16.6万股+22.62%加仓
AAvantis·U SAVUV
7.14%7.13%$2,485.7万19.9万股$2,133.2万19.3万股+6,133股+3.18%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
6.62%6.54%$2,305.8万55.9万股$1,955.4万50.2万股+5.7万股+11.38%加仓
DDimensional维度·US HIGH PROFITABILITY ETFDUHP
4.46%4.08%$1,553.2万37.2万股$1,221.9万33.2万股+4.0万股+11.98%加仓
DDimensional维度ETF信托DFSD
4.4%4.56%$1,533.4万32.1万股$1,364.8万28.5万股+3.6万股+12.66%加仓
DDimensional维度ETF信托DFSB
3.53%3.74%$1,228.8万23.6万股$1,119.9万21.6万股+1.9万股+8.96%加仓
苹果AAPL
3.19%3.26%$1,111.3万3.8万股$973.9万3.8万股+33股+0.09%加仓
A美国世纪ETF信托AVUS
3.15%3.17%$1,098.1万8.6万股$948.4万8.5万股+437股+0.51%加仓
AAvantis US Small Cap Value ETFAVDV
3.09%3.26%$1,075.6万10.4万股$973.7万9.8万股+6,872股+7.05%加仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
2.91%2.78%$1,013.1万25.2万股$832.4万24.6万股+6,121股+2.49%加仓
DDimensional维度·U.S. TARGETED VALUE ETFDFAT
2.15%2.33%$748.0万10.7万股$698.1万11.2万股-4,781股-4.28%减仓
DDimensional维度ETF信托DFGR
1.62%1.87%$565.0万19.5万股$560.8万21.1万股-1.6万股-7.56%减仓
特斯拉TSLA
1.28%1.06%$447.1万1.1万股$318.2万8,559股+2,070股+24.19%加仓
亚马逊AMZN
1.27%1.3%$443.7万1.9万股$387.7万1.9万股00.00%持仓不变
DDimensional维度·WORLD EQUITY ETFDFAW
1.2%0.98%$419.4万5.1万股$294.5万4.0万股+1.1万股+26.91%加仓
美国运通AXP
0.93%0.97%$324.2万9,585股$289.8万9,580股+5股+0.05%加仓
A美国世纪ETF信托DSPY
0.91%1.03%$315.6万4.8万股$307.2万5.1万股-3,108股-6.07%减仓
DDimensional维度ETF信托DFEV
0.75%0.59%$259.4万6.1万股$177.3万5.0万股+1.1万股+22.66%加仓
DDimensional维度ETF信托DFAU
0.66%0.67%$228.5万4.4万股$201.0万4.5万股-343股-0.77%减仓
洛克希德马丁LMT
0.63%0.89%$217.9万4,277股$265.3万4,390股-113股-2.57%减仓
A美国世纪ETF信托AVLV
0.6%0.64%$210.5万2.3万股$190.5万2.4万股-550股-2.33%减仓
摩托罗拉解决方案MSI
0.55%0.67%$192.1万4,627股$200.2万4,614股+13股+0.28%加仓
DDimensional维度ETF信托DFIC
0.53%0.58%$184.8万5.0万股$174.7万4.9万股+426股+0.87%加仓
宝洁PG
0.42%0.5%$146.3万9,975股$148.3万1.0万股-293股-2.85%减仓
英伟达NVDA
0.39%0.39%$134.1万6,701股$115.3万6,613股+88股+1.33%加仓
伯克希尔哈撒韦BRK.B
0.33%0.36%$113.5万2,268股$108.7万2,268股00.00%持仓不变
CCADIZCDZI
0.32%0.43%$110.3万26.4万股$129.5万26.4万股00.00%持仓不变
I景顺QQQ信托VOO
0.29%0.28%$102.0万1,385股$82.6万1,432股-47股-3.28%减仓
G通用动力VTI
0.25%0.25%$86.1万2,326股$75.4万2,349股-23股-0.98%减仓
英特尔INTC
0.23%0.15%$80.0万5,726股$44.9万1.0万股-4,440股-43.67%减仓
BBANK OF AMERBAC
0.23%0.22%$78.7万1.4万股$67.1万1.4万股+64股+0.47%加仓
马拉松石油MPC
0.22%0.25%$77.5万3,031股$74.0万3,030股+1股+0.03%加仓
阿默普莱斯AMP
0.21%0.24%$74.1万1,616股$71.8万1,616股00.00%持仓不变
DDimensional维度ETF信托DFLV
0.21%0.23%$72.1万1.8万股$67.8万1.9万股-750股-3.95%减仓
DDimensional维度ETF信托DISV
0.2%0.23%$71.0万1.8万股$69.9万1.8万股-36股-0.20%减仓
IiShares安硕信托IWS
0.19%0.26%$65.9万4,005股$77.0万5,281股-1,276股-24.16%减仓
微软MSFT
0.19%0.21%$64.7万1,734股$63.6万1,717股+17股+0.99%加仓
A美国世纪ETF信托AVRE
0.19%0.23%$64.5万1.4万股$69.8万1.6万股-2,255股-14.21%减仓
SSPDR标普500 ETFSPY
0.18%0.18%$62.2万833股$54.0万831股+2股+0.24%加仓
AMD超威AMD
0.17%$60.4万1,039股$00股+1,039股新买入
IiShares安硕·RUSSELLIWF
0.17%0.24%$57.7万4,646股$71.8万1,683股+2,963股+176.05%加仓
S嘉信策略信托SCHM
0.16%0.18%$55.5万1.5万股$53.4万1.7万股-2,205股-12.78%减仓
DDimensional维度ETF信托DFCA
0.16%0.36%$55.3万1.1万股$107.3万2.2万股-1.0万股-48.75%减仓
IiShares安硕·RUSSELL 2000 GROWTH ETFIWO
0.16%0.18%$54.4万1,380股$52.9万1,686股-306股-18.15%减仓
DDIREXION DAILY SMALL CAP BULL 3XTNA
0.15%0.36%$51.5万6,857股$107.7万2.4万股-1.8万股-71.91%减仓
V先锋领航指数基金VOO
0.14%0.14%$49.4万719股$42.6万712股+7股+0.98%加仓
IiShares安硕信托IWD
0.14%0.18%$48.1万1,983股$53.3万2,496股-513股-20.55%减仓
GE航空GE
0.12%0.11%$42.4万1,135股$32.2万1,134股+1股+0.09%加仓
GE VernovaGEV
0.11%0.1%$39.0万332股$29.0万332股00.00%持仓不变

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