Beta Wealth Group, Inc.
SAN DIEGO CA · SEC CIK 0001594417
$2.67亿2026Q2 申报市值
114持仓数
43.7%前十大占比 · 第一大 7.0%
5 / 5新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WMT 加仓+$398.03万
SOXL 新建仓+$133.35万
PYLD 加仓+$89.00万
FEMS 加仓+$70.73万
AVDV 加仓+$56.76万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$220.16万
LSVD 减仓-$70.76万
DD 减仓-$68.19万
DEXC 减仓-$44.61万
GPIQ 减仓-$42.12万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DIA | STATE STR SPDR DOW JONES IND | $416.88万 | 1.56% | 7,980 | -4 | -0.1% | -$2,090 | 减仓 |
| WMT | WALMART INC | $467.17万 | 1.75% | 41,247 | 35,142 | 575.6% | $398.03万 | 加仓 |
| IGF | ISHARES TR | $563.08万 | 2.11% | 84,547 | 7,328 | 9.5% | $48.80万 | 加仓 |
| HGER | HARBOR ETF TRUST | $565.15万 | 2.12% | 192,621 | 4,501 | 2.4% | $13.21万 | 加仓 |
| JPRE | J P MORGAN EXCHANGE TRADED F | $630.72万 | 2.37% | 120,874 | -99 | -0.1% | -$5,166 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $657.74万 | 2.47% | 8,808 | -22 | -0.2% | -$1.64万 | 减仓 |
| DVYE | ISHARES INC | $727.93万 | 2.73% | 225,853 | 2,931 | 1.3% | $9.45万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $766.14万 | 2.87% | 78,018 | -1,814 | -2.3% | -$17.81万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $802.34万 | 3.01% | 77,859 | 5,508 | 7.6% | $56.76万 | 加仓 |
| DEXC | DIMENSIONAL ETF TRUST | $804.96万 | 3.02% | 97,439 | -5,400 | -5.3% | -$44.61万 | 减仓 |
| LSVD | ADVISORS INNER CIRCLE FD | $832.64万 | 3.12% | 241,038 | -20,485 | -7.8% | -$70.76万 | 减仓 |
| — | GOLDMAN SACHS ETF TR | $856.02万 | 3.21% | 138,412 | -1,291 | -0.9% | -$7.98万 | 减仓 |
| FEMS | FIRST TR EXCH TRD ALPHDX FD | $959.87万 | 3.60% | 210,210 | 15,490 | 8.0% | $70.73万 | 加仓 |
| QYLD | GLOBAL X FDS | $977.16万 | 3.67% | 530,202 | 4,275 | 0.8% | $7.88万 | 加仓 |
| LQD | ISHARES TR | $1,054.71万 | 3.96% | 96,700 | 254 | 0.3% | $2.77万 | 加仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,179.34万 | 4.42% | 94,529 | -1,835 | -1.9% | -$22.89万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $1,290.97万 | 4.84% | 173,484 | 1,360 | 0.8% | $10.12万 | 加仓 |
| PYLD | PIMCO ETF TR | $1,832.79万 | 6.87% | 691,099 | 33,560 | 5.1% | $89.00万 | 加仓 |
| — | GMO ETF TRUST | $1,869.25万 | 7.01% | 691,497 | 20,868 | 3.1% | $56.41万 | 加仓 |