Beta Wealth Group, Inc.
SAN DIEGO CA · SEC CIK 0001594417
$2.42亿2026Q1 申报市值
112持仓数
44.6%前十大占比 · 第一大 7.1%
6 / 8新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOLDMAN SACHS ET 新建仓+$713.86万
JNK 新建仓+$324.58万
LSVD 加仓+$263.74万
PYLD 加仓+$218.26万
PTY 新建仓+$213.13万
2026Q1 卖出最多 按季末市值估算
PSP 清仓-$706.24万
SRLN 减仓-$620.07万
DVYE 减仓-$304.29万
HYG 清仓-$249.54万
BIT 清仓-$186.21万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $316.50万 | 1.31% | 12,471 | -6,716 | -35.0% | -$170.44万 | 减仓 |
| GOOG | ALPHABET INC | $320.31万 | 1.33% | 11,166 | -121 | -1.1% | -$3.47万 | 减仓 |
| JNK | SPDR SERIES TRUST | $324.58万 | 1.34% | 33,909 | 33,909 | — | $324.58万 | 新建仓 |
| DIA | STATE STR SPDR DOW JONES IND | $369.81万 | 1.53% | 7,984 | 1,038 | 14.9% | $48.08万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $389.17万 | 1.61% | 227,453 | -1,909 | -0.8% | -$3.27万 | 减仓 |
| IGF | ISHARES TR | $517.37万 | 2.14% | 77,219 | 1,742 | 2.3% | $11.67万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $574.23万 | 2.38% | 8,830 | -1,023 | -10.4% | -$66.53万 | 减仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $581.52万 | 2.41% | 120,973 | 4,326 | 3.7% | $20.80万 | 加仓 |
| HGER | HARBOR ETF TRUST | $583.36万 | 2.41% | 188,120 | 2,098 | 1.1% | $6.51万 | 加仓 |
| DEXC | DIMENSIONAL ETF TRUST | $667.01万 | 2.76% | 102,839 | -5,308 | -4.9% | -$34.43万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $713.86万 | 2.95% | 139,703 | 139,703 | — | $713.86万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $722.50万 | 2.99% | 72,351 | -9,048 | -11.1% | -$90.35万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $752.34万 | 3.11% | 79,832 | -1,115 | -1.4% | -$10.51万 | 减仓 |
| LSVD | ADVISORS INNER CIRCLE FD | $766.13万 | 3.17% | 261,523 | 90,029 | 52.5% | $263.74万 | 加仓 |
| DVYE | ISHARES INC | $766.41万 | 3.17% | 222,922 | -88,507 | -28.4% | -$304.29万 | 减仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $886.99万 | 3.67% | 194,720 | -5,836 | -2.9% | -$26.58万 | 减仓 |
| QYLD | GLOBAL X FDS | $901.96万 | 3.73% | 525,927 | 8,918 | 1.7% | $15.29万 | 加仓 |
| LQD | ISHARES TR | $1,051.16万 | 4.35% | 96,446 | 8,111 | 9.2% | $88.40万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,064.53万 | 4.40% | 96,364 | -2,308 | -2.3% | -$25.50万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1,185.94万 | 4.91% | 172,124 | -2,550 | -1.5% | -$17.57万 | 减仓 |
| — | GMO ETF TRUST | $1,674.83万 | 6.93% | 670,629 | -433 | -0.1% | -$1.08万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,722.75万 | 7.13% | 657,539 | 83,306 | 14.5% | $218.26万 | 加仓 |