Beacon Pointe Advisors, LLC
NEWPORT BEACH CA · SEC CIK 0001744317
$189.14亿2026Q1 申报市值
1,833持仓数
20.0%前十大占比 · 第一大 3.4%
365 / 57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
VOO 加仓+$2.98亿
IVV 加仓+$1.88亿
VEA 加仓+$1.24亿
AAPL 加仓+$1.19亿
USMV 加仓+$1.04亿
2026Q1 卖出最多 按季末市值估算
RSP 减仓-$3,342.59万
IWD 减仓-$1,589.02万
ECG 减仓-$1,239.82万
IWV 减仓-$1,213.79万
VTIP 减仓-$927.41万
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 |
|---|---|---|---|---|---|---|---|---|
| — | PROSHARES TR | $98.79万 | 0.01% | 30,690 | -8,310 | -21.3% | -$26.75万 | 减仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $98.97万 | 0.01% | 6,825 | 556 | 8.9% | $8.06万 | 加仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $99.50万 | 0.01% | 14,787 | 14,787 | — | $99.50万 | 新建仓 |
| NTRA | NATERA INC | $99.82万 | 0.01% | 4,991 | 3,430 | 219.7% | $68.60万 | 加仓 |
| SCHC | SCHWAB STRATEGIC TR | $99.87万 | 0.01% | 21,367 | 2,099 | 10.9% | $9.81万 | 加仓 |
| VTR | VENTAS INC | $100.37万 | 0.01% | 12,273 | 3,946 | 47.4% | $32.27万 | 加仓 |
| DFNM | DIMENSIONAL ETF TRUST | $100.48万 | 0.01% | 20,965 | 6,989 | 50.0% | $33.50万 | 加仓 |
| IYJ | ISHARES TR | $100.63万 | 0.01% | 6,821 | -797 | -10.5% | -$11.76万 | 减仓 |
| TPB | TURNING PT BRANDS INC | $100.78万 | 0.01% | 11,612 | -1,028 | -8.1% | -$8.92万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP 看涨期权 | $100.88万 | 0.01% | 7,700 | 0 | 0.0% | — | 不变 |
| EXE | EXPAND ENERGY CORPORATION | $101.30万 | 0.01% | 9,228 | -276 | -2.9% | -$3.03万 | 减仓 |
| TOL | TOLL BROTHERS INC | $101.42万 | 0.01% | 7,432 | 7,432 | — | $101.42万 | 新建仓 |
| FNDA | SCHWAB STRATEGIC TR | $101.83万 | 0.01% | 31,400 | 645 | 2.1% | $2.09万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $102.08万 | 0.01% | 14,731 | 4,705 | 46.9% | $32.60万 | 加仓 |
| FXH | FIRST TR EXCHANGE-TRADED FD | $102.37万 | 0.01% | 9,326 | 1,027 | 12.4% | $11.27万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $102.89万 | 0.01% | 14,455 | 3,097 | 27.3% | $22.04万 | 加仓 |
| — | ISHARES TR | $103.30万 | 0.01% | 11,300 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY COVINGTON TRUST | $103.63万 | 0.01% | 4,981 | 2,523 | 102.6% | $52.49万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $103.77万 | 0.01% | 22,355 | 4,870 | 27.9% | $22.61万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $104.19万 | 0.01% | 22,750 | 5,208 | 29.7% | $23.85万 | 加仓 |
| SELV | SEI EXCHANGE TRADED FUNDS | $104.29万 | 0.01% | 32,249 | 952 | 3.0% | $3.08万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $104.70万 | 0.01% | 6,657 | 2,350 | 54.6% | $36.96万 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $105.06万 | 0.01% | 11,170 | 11,170 | — | $105.06万 | 新建仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $105.08万 | 0.01% | 10,753 | 7,433 | 223.9% | $72.64万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $105.43万 | 0.01% | 48,676 | 29,314 | 151.4% | $63.49万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $105.72万 | 0.01% | 13,881 | 3,245 | 30.5% | $24.71万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $105.85万 | 0.01% | 14,896 | 1,193 | 8.7% | $8.48万 | 加仓 |
| FYLD | CAMBRIA ETF TR | $105.86万 | 0.01% | 28,355 | 11,167 | 65.0% | $41.69万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $105.90万 | 0.01% | 7,000 | 4,070 | 138.9% | $61.57万 | 加仓 |
| QDF | FLEXSHARES TR | $106.50万 | 0.01% | 13,466 | 6,137 | 83.7% | $48.54万 | 加仓 |
| RSPH | INVESCO EXCHANGE TRADED FD T | $106.64万 | 0.01% | 35,320 | 35,320 | — | $106.64万 | 新建仓 |
| AME | AMETEK INC | $106.89万 | 0.01% | 4,987 | 851 | 20.6% | $18.24万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $106.91万 | 0.01% | 2,625 | 2,625 | — | $106.91万 | 新建仓 |
| TRGP | TARGA RES CORP | $108.08万 | 0.01% | 4,311 | 1,289 | 42.7% | $32.32万 | 加仓 |
| IBMR | ISHARES TR | $108.32万 | 0.01% | 42,729 | 13,720 | 47.3% | $34.78万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $108.54万 | 0.01% | 20,144 | 525 | 2.7% | $2.83万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $109.28万 | 0.01% | 8,628 | 901 | 11.7% | $11.41万 | 加仓 |
| SLYG | SPDR SERIES TRUST | $109.57万 | 0.01% | 11,341 | 1,497 | 15.2% | $14.46万 | 加仓 |
| HACK | AMPLIFY ETF TR | $110.14万 | 0.01% | 14,668 | 5,699 | 63.5% | $42.79万 | 加仓 |
| WULF | TERAWULF INC | $110.28万 | 0.01% | 76,425 | 7,545 | 11.0% | $10.89万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $110.52万 | 0.01% | 21,671 | -2,696 | -11.1% | -$13.75万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $110.74万 | 0.01% | 6,434 | 4,742 | 280.3% | $81.62万 | 加仓 |
| TRIN | TRINITY CAP INC | $110.80万 | 0.01% | 75,322 | -2,808 | -3.6% | -$4.13万 | 减仓 |
| EPI | WISDOMTREE TR | $111.46万 | 0.01% | 27,320 | 16,555 | 153.8% | $67.54万 | 加仓 |
| LDP | COHEN & STEERS LTD DURATION | $111.54万 | 0.01% | 55,852 | 4,126 | 8.0% | $8.24万 | 加仓 |
| WU | WESTERN UN CO | $111.54万 | 0.01% | 127,765 | 14,814 | 13.1% | $12.93万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $111.64万 | 0.01% | 22,186 | 11,948 | 116.7% | $60.12万 | 加仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $111.86万 | 0.01% | 52,889 | 6,554 | 14.1% | $13.86万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $112.06万 | 0.01% | 21,415 | 81 | 0.4% | $4,239 | 加仓 |
| IYE | ISHARES TR | $112.48万 | 0.01% | 17,366 | 1,806 | 11.6% | $11.70万 | 加仓 |
| IYM | ISHARES TR | $112.78万 | 0.01% | 6,411 | 255 | 4.1% | $4.49万 | 加仓 |
| — | BARINGS CORPORATE INVS | $113.18万 | 0.01% | 65,649 | 4,979 | 8.2% | $8.58万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $113.37万 | 0.01% | 3,768 | 1,165 | 44.8% | $35.05万 | 加仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $113.38万 | 0.01% | 66,418 | 12,705 | 23.7% | $21.69万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $113.52万 | 0.01% | 4,691 | 1,444 | 44.5% | $34.94万 | 加仓 |
| IYH | ISHARES TR | $113.68万 | 0.01% | 18,443 | -2,343 | -11.3% | -$14.44万 | 减仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $114.07万 | 0.01% | 36,121 | -12,862 | -26.3% | -$40.62万 | 减仓 |
| BJAN | INNOVATOR ETFS TRUST | $114.21万 | 0.01% | 21,415 | 9,185 | 75.1% | $48.98万 | 加仓 |
| GAP | GAP INC | $114.53万 | 0.01% | 47,328 | 47,328 | — | $114.53万 | 新建仓 |
| IRM | IRON MTN INC DEL | $114.57万 | 0.01% | 11,217 | 4,246 | 60.9% | $43.37万 | 加仓 |
| EWJ | ISHARES INC | $114.73万 | 0.01% | 13,588 | 8,531 | 168.7% | $72.03万 | 加仓 |
| MELI | MERCADOLIBRE INC | $114.81万 | 0.01% | 664 | 20 | 3.1% | $3.46万 | 加仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $114.91万 | 0.01% | 62,519 | 0 | 0.0% | — | 不变 |
| — | GRANITESHARES ETF TR | $115.07万 | 0.01% | 22,800 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $115.29万 | 0.01% | 836 | 489 | 140.9% | $67.44万 | 加仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $115.57万 | 0.01% | 10,064 | 5,014 | 99.3% | $57.58万 | 加仓 |
| BSEP | INNOVATOR ETFS TRUST | $116.27万 | 0.01% | 24,180 | -1,983 | -7.6% | -$9.53万 | 减仓 |
| — | AMERICAN CENTY ETF TR | $116.39万 | 0.01% | 18,349 | 18,349 | — | $116.39万 | 新建仓 |
| PICK | ISHARES INC | $116.92万 | 0.01% | 20,661 | -11,112 | -35.0% | -$62.88万 | 减仓 |
| AMRZ | AMRIZE LTD | $116.96万 | 0.01% | 20,878 | 3,584 | 20.7% | $20.08万 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $117.03万 | 0.01% | 19,683 | 19,683 | — | $117.03万 | 新建仓 |
| GNR | SPDR INDEX SHS FDS | $117.05万 | 0.01% | 15,675 | 10,484 | 202.0% | $78.28万 | 加仓 |
| GSLC | GOLDMAN SACHS ETF TR | $119.88万 | 0.01% | 9,580 | 3,783 | 65.3% | $47.34万 | 加仓 |
| AVGE | AMERICAN CENTY ETF TR | $120.22万 | 0.01% | 13,659 | -602 | -4.2% | -$5.30万 | 减仓 |
| B | BARRICK MNG CORP | $120.61万 | 0.01% | 29,569 | 7,769 | 35.6% | $31.69万 | 加仓 |
| — | INVESCO CURRENCYSHARES SWISS | $121.73万 | 0.01% | 11,025 | 7,625 | 224.3% | $84.19万 | 加仓 |
| ADSK | AUTODESK INC | $121.91万 | 0.01% | 5,092 | 656 | 14.8% | $15.71万 | 加仓 |
| OUNZ | VANECK MERK GOLD ETF | $121.92万 | 0.01% | 27,064 | 19,280 | 247.7% | $86.86万 | 加仓 |
| IAUM | ISHARES GOLD TR | $122.31万 | 0.01% | 26,191 | 9,900 | 60.8% | $46.23万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II 看涨期权 | $122.56万 | 0.01% | 22,000 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $122.73万 | 0.01% | 13,323 | 2,957 | 28.5% | $27.24万 | 加仓 |
| STT | STATE STR CORP | $123.05万 | 0.01% | 9,722 | 5,576 | 134.5% | $70.57万 | 加仓 |
| AGI | ALAMOS GOLD INC 看涨期权 | $123.07万 | 0.01% | 27,700 | -2,500 | -8.3% | -$11.11万 | 减仓 |
| KWEB | KRANESHARES TRUST | $123.42万 | 0.01% | 43,413 | 43,413 | — | $123.42万 | 新建仓 |
| IXN | ISHARES TR | $124.39万 | 0.01% | 12,443 | -414 | -3.2% | -$4.14万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $124.47万 | 0.01% | 22,817 | 862 | 3.9% | $4.70万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $124.65万 | 0.01% | 5,691 | 1,246 | 28.0% | $27.29万 | 加仓 |
| RRC | RANGE RES CORP | $124.86万 | 0.01% | 27,636 | 122 | 0.4% | $5,512 | 加仓 |
| USHY | ISHARES TR | $124.98万 | 0.01% | 33,925 | 33,925 | — | $124.98万 | 新建仓 |
| — | ARCOSA INC | $125.66万 | 0.01% | 11,839 | 69 | 0.6% | $7,324 | 加仓 |
| EFX | EQUIFAX INC | $125.87万 | 0.01% | 6,990 | 4,776 | 215.7% | $86.00万 | 加仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $126.21万 | 0.01% | 27,885 | 8,501 | 43.9% | $38.48万 | 加仓 |
| AAUA | EA SERIES TRUST | $126.46万 | 0.01% | 25,840 | 25,840 | — | $126.46万 | 新建仓 |
| ROST | ROSS STORES INC | $126.56万 | 0.01% | 5,842 | 2,544 | 77.1% | $55.11万 | 加仓 |
| DGRW | WISDOMTREE TR | $126.93万 | 0.01% | 14,450 | -1,481 | -9.3% | -$13.01万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $127.31万 | 0.01% | 1,009 | 1,009 | — | $127.31万 | 新建仓 |
| EIS | ISHARES INC | $127.68万 | 0.01% | 11,003 | 4,535 | 70.1% | $52.62万 | 加仓 |
| SGVT | SCHWAB STRATEGIC TR | $127.71万 | 0.01% | 12,680 | 12,680 | — | $127.71万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $127.85万 | 0.01% | 3,563 | 403 | 12.8% | $14.46万 | 加仓 |
| ENFR | ALPS ETF TR | $127.92万 | 0.01% | 33,479 | 5,375 | 19.1% | $20.54万 | 加仓 |