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 |
|---|---|---|---|---|---|---|---|---|
| ABBV | ABBVIE INC | $35.23万 | 0.13% | 1,400 | 1,400 | — | $35.23万 | 新建仓 |
| EFA | ISHARES TR | $33.44万 | 0.13% | 3,219 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $33.37万 | 0.13% | 7,881 | 317 | 4.2% | $1.34万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $30.68万 | 0.12% | 866 | -9 | -1.0% | -$3,188 | 减仓 |
| MO | ALTRIA GROUP INC | $28.88万 | 0.11% | 4,014 | -1,049 | -20.7% | -$7.55万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $27.89万 | 0.10% | 852 | 3 | 0.4% | $982 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $27.53万 | 0.10% | 2,948 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $27.05万 | 0.10% | 480 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $25.02万 | 0.09% | 2,646 | 2,646 | — | $25.02万 | 新建仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $24.61万 | 0.09% | 2,000 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP | $22.42万 | 0.08% | 1,211 | 1,211 | — | $22.42万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $20.09万 | 0.08% | 1,513 | 6 | 0.4% | $797 | 重新持有 |
| PML | PIMCO MUN INCOME FD II | $11.34万 | 0.04% | 14,896 | -5,902 | -28.4% | -$4.49万 | 减仓 |
| — | MILESTONE PHARMACEUTICALS IN | $1.89万 | 0.01% | 14,127 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -2,000 | -100.0% | -$29.32万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -8,608 | -100.0% | -$24.71万 | 清仓 |
| WDC | WESTERN DIGITAL CORP | $0 | 0.00% | 0 | -800 | -100.0% | -$21.64万 | 清仓 |
| SRLN | SSGA ACTIVE ETF TR | $0 | 0.00% | 0 | -5,128 | -100.0% | -$20.58万 | 清仓 |
| INTU | INTUIT | $0 | 0.00% | 0 | -471 | -100.0% | -$20.37万 | 清仓 |