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 |
|---|---|---|---|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | $29.91万 | 0.12% | 2,000 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $29.70万 | 0.12% | 1,033 | -75 | -6.8% | -$2.16万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $29.32万 | 0.12% | 2,000 | 2,000 | — | $29.32万 | 新建仓 |
| META | META PLATFORMS INC | $27.47万 | 0.11% | 480 | 2 | 0.4% | $1,144 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $26.08万 | 0.11% | 2,948 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $24.98万 | 0.10% | 849 | 159 | 23.0% | $4.68万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $24.71万 | 0.10% | 8,608 | 1,208 | 16.3% | $3.47万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $21.64万 | 0.09% | 800 | -2,000 | -71.4% | -$54.10万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $20.58万 | 0.09% | 5,128 | -154,480 | -96.8% | -$620.07万 | 减仓 |
| INTU | INTUIT | $20.37万 | 0.08% | 471 | 0 | 0.0% | — | 不变 |
| PML | PIMCO MUN INCOME FD II | $15.74万 | 0.07% | 20,798 | 316 | 1.5% | $2,392 | 加仓 |
| — | MILESTONE PHARMACEUTICALS IN | $1.68万 | 0.01% | 14,127 | 0 | 0.0% | — | 不变 |
| PSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -105,293 | -100.0% | -$706.24万 | 清仓 |
| HYG | ISHARES TR | $0 | 0.00% | 0 | -30,949 | -100.0% | -$249.54万 | 清仓 |
| BIT | BLACKROCK MULTI SECTOR INC T | $0 | 0.00% | 0 | -142,579 | -100.0% | -$186.21万 | 清仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -63,237 | -100.0% | -$166.57万 | 清仓 |
| — | MORGAN STANLEY ETF TRUST | $0 | 0.00% | 0 | -23,660 | -100.0% | -$118.14万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -7,300 | -100.0% | -$42.63万 | 清仓 |
| VLO | VALERO ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $0 | 0.00% | 0 | -4,301 | -100.0% | -$24.62万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -6,009 | -100.0% | -$23.06万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |