Oceanside Advisors LLC
CIK 2012184 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $198.1M
- 持仓
- 57
- 截至
- 2026年6月30日
按 13F 价值排名第 6494（共 9443） · 前 68.8%
投资组合价值同比（季度）：+13.0% 13F不披露现金
- 前十大持仓权重
- 71.12%
- 前二十五大持仓权重
- 92.41%
- 持仓高于 1%
- 15
- 有效持仓数量
- 15.8
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 0.22% 估计买入 $8619609 · 卖出 $408252
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 96.6% 仍持有
- 新仓位
- 4
- 增加
- 28
- 减少
- 13
- 已结清
- 1
本页内容
行业细分
Technology
1.5%
Communication Services
0.6%
Retail
0.5%
Financials
0.5%
Financial Services
0.3%
Consumer Staples
0.3%
Communications
0.2%
Industrials
0.1%
其他/未映射
95.9%
完整投资组合 57 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| DUHP | $24373371 | 12.30% | 584073 | $3621435 | 上涨 ×6 | ||
| AVLV | $22246240 | 11.23% | 243901 | $2760430 | 上涨 ×2 | ||
| DFSV | $16405979 | 8.28% | 422944 | $1934753 | 上涨 ×6 | ||
| DFAC | $15630497 | 7.89% | 352356 | $2382359 | 上涨 ×2 | ||
| DFSD | $14945805 | 7.54% | 313001 | $558163 | 上涨 ×6 | ||
| BND Vanguard Total Bond Market ETF | $11519813 | 5.81% | 156924 | $521282 | 上涨 ×6 | ||
| DIHP | $10061329 | 5.08% | 294837 | $874354 | 上涨 ×2 | ||
| DFIV | $9320948 | 4.70% | 172546 | $435992 | 上涨 ×2 | ||
| DFAE | $8521969 | 4.30% | 211937 | $1212855 | 下跌 ×1 | ||
| AVDV | $7883081 | 3.98% | 76498 | $388403 | 上涨 ×1 | ||
| MINT | $6653849 | 3.36% | 66004 | $466839 | 上涨 ×6 | ||
| DFAR | $6466117 | 3.26% | 247176 | $903675 | 上涨 ×6 | ||
| AVES | $6302559 | 3.18% | 96076 | $695053 | 上涨 ×2 | ||
| DFAI | $5949624 | 3.00% | 144233 | $531825 | 上涨 ×2 | ||
| BAB | $3678331 | 1.86% | 137047 | $208774 | 上涨 ×6 | ||
| AVGE | $1874930 | 0.95% | 18920 | $284127 | 上涨 ×6 | ||
| AAPL Apple Inc. - Common Stock | $1592637 | 0.80% | 5504 | $613515 | 上涨 ×2 | ||
| DFAU | $1464505 | 0.74% | 28332 | $193059 | 上涨 ×2 | ||
| DISV | $1335743 | 0.67% | 33285 | $33269 | 上涨 ×1 | ||
| DFEV | $1246614 | 0.63% | 29217 | $197508 | 下跌 ×1 | ||
| GLD | $1235915 | 0.62% | 3355 | $-207278 | 上涨 ×1 | ||
| DFLV | $1179419 | 0.60% | 29828 | $99739 | 下跌 ×1 | ||
| AVIV | $1129456 | 0.57% | 14589 | $32023 | 下跌 ×2 | ||
| DFIC | $1092809 | 0.55% | 29329 | $103518 | 上涨 ×6 | ||
| DFCF | $982818 | 0.50% | 23284 | $69229 | 上涨 ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $808003 | 0.41% | 700 | $571515 | |||
| VOO | $805706 | 0.41% | 1173 | ||||
| AVUV | $791342 | 0.40% | 6343 | $82251 | 下跌 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $760440 | 0.38% | 3191 | $512480 | 上涨 ×1 | ||
| DFEM | $733867 | 0.37% | 18058 | $103753 | 下跌 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $712270 | 0.36% | 2176 | $72178 | |||
| GOOG Alphabet Inc. - Class C Capital Stock | $699593 | 0.35% | 1980 | $332412 | 上涨 ×1 | ||
| BRKB | $684033 | 0.35% | 1367 | $-16557 | 下跌 ×1 | ||
| NTRS Northern Trust Corporation - Common Stock | $661114 | 0.33% | 3803 | $130329 | |||
| AVUS | $628571 | 0.32% | 4908 | $73147 | 下跌 ×1 | ||
| VTI | $569122 | 0.29% | 1538 | $357387 | 上涨 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $567470 | 0.29% | 1521 | $4335 | |||
| DUSB | $547510 | 0.28% | 10782 | $-1831 | 下跌 ×1 | ||
| KO Coca-Cola Company (The) Common Stock | $497941 | 0.25% | 6127 | $31983 | |||
| CIEN Ciena Corporation Common Stock | $490560 | 0.25% | 1000 | $102330 | |||
| GLDM | $450550 | 0.23% | 5673 | $-61748 | 上涨 ×1 | ||
| BNDX Vanguard Total International Bond ETF | $402488 | 0.20% | 8311 | $4831 | 上涨 ×1 | ||
| AVDE | $394307 | 0.20% | 4420 | $11892 | 下跌 ×3 | ||
| VGT | $335493 | 0.17% | 2807 | ||||
| DFGX Dimensional Global ex US Core Fixed Income ETF | $316263 | 0.16% | 5901 | $6753 | |||
| DFNM | $307942 | 0.16% | 6371 | $-59489 | 下跌 ×2 | ||
| VNQ | $297042 | 0.15% | 3080 | $23989 | 上涨 ×2 | ||
| MUB | $293910 | 0.15% | 2731 | $15054 | 上涨 ×1 | ||
| AVIG | $290921 | 0.15% | 7025 | $-71052 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $281645 | 0.14% | 500 | 上涨 ×1 | |||
| GOOGL Alphabet Inc. - Class A Common Stock | $279367 | 0.14% | 782 | 上涨 ×1 | |||
| BY Byline Bancorp, Inc. Common Stock | $267386 | 0.13% | 7100 | $43239 | |||
| WMT Walmart Inc. - Common Stock | $263896 | 0.13% | 2330 | $-25676 | |||
| VTWO Vanguard Russell 2000 ETF | $242840 | 0.12% | 2000 | $42500 | |||
| NSC Norfolk Southern Corporation Common Stock | $221471 | 0.11% | 704 | $19423 | |||
| SLV | $219227 | 0.11% | 4100 | $-60147 | |||
| AVSF | $219103 | 0.11% | 4705 | $-6520 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| DUHP | $24373371 | 12.30% | 上涨 ×6 |
| DFSV | $16405979 | 8.28% | 上涨 ×6 |
| DFSD | $14945805 | 7.54% | 上涨 ×6 |
| BND | $11519813 | 5.81% | 上涨 ×6 |
| MINT | $6653849 | 3.36% | 上涨 ×6 |
| DFAR | $6466117 | 3.26% | 上涨 ×6 |
| BAB | $3678331 | 1.86% | 上涨 ×6 |
| AVGE | $1874930 | 0.95% | 上涨 ×6 |
| DFIC | $1092809 | 0.55% | 上涨 ×6 |
| DFCF | $982818 | 0.50% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。