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 |
|---|---|---|---|---|---|---|---|---|
| Q | QNITY ELECTRONICS INC | $127.98万 | 0.01% | 11,092 | 2,552 | 29.9% | $29.45万 | 加仓 |
| LQDH | ISHARES U S ETF TR | $128.55万 | 0.01% | 13,921 | -2,150 | -13.4% | -$19.85万 | 减仓 |
| EQIX | EQUINIX INC | $128.57万 | 0.01% | 1,312 | 601 | 84.5% | $58.90万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $129.31万 | 0.01% | 12,583 | -4,902 | -28.0% | -$50.38万 | 减仓 |
| VOX | VANGUARD WORLD FD | $129.40万 | 0.01% | 7,195 | 4,475 | 164.5% | $80.48万 | 加仓 |
| SETM | SPROTT FDS TR | $130.06万 | 0.01% | 39,316 | 39,316 | — | $130.06万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $130.08万 | 0.01% | 19,921 | -8,037 | -28.7% | -$52.48万 | 减仓 |
| THNQ | EXCHANGE TRADED CONCEPTS TRU | $130.24万 | 0.01% | 22,070 | 3,375 | 18.1% | $19.92万 | 加仓 |
| ASML | ASML HLDG NV 看涨期权 | $132.08万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $132.77万 | 0.01% | 18,253 | 6,105 | 50.3% | $44.41万 | 加仓 |
| IBHI | ISHARES TR | $132.96万 | 0.01% | 57,105 | 8,489 | 17.5% | $19.77万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $133.05万 | 0.01% | 1,148 | 559 | 94.9% | $64.79万 | 加仓 |
| BFC | BANK FIRST CORP | $133.14万 | 0.01% | 9,858 | 0 | 0.0% | — | 不变 |
| NVO | NOVO-NORDISK A S | $133.49万 | 0.01% | 36,324 | 285 | 0.8% | $1.05万 | 加仓 |
| IYF | ISHARES TR | $133.57万 | 0.01% | 11,352 | 6,105 | 116.4% | $71.83万 | 加仓 |
| BDEC | INNOVATOR ETFS TRUST | $133.74万 | 0.01% | 27,863 | 2,582 | 10.2% | $12.39万 | 加仓 |
| SHYG | ISHARES TR | $133.91万 | 0.01% | 31,649 | 4,097 | 14.9% | $17.33万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $133.98万 | 0.01% | 64,789 | 64,789 | — | $133.98万 | 新建仓 |
| AZO | AUTOZONE INC | $134.10万 | 0.01% | 397 | 113 | 39.8% | $38.17万 | 加仓 |
| URTH | ISHARES INC | $134.58万 | 0.01% | 7,476 | 7,476 | — | $134.58万 | 新建仓 |
| MET | METLIFE INC | $134.73万 | 0.01% | 19,052 | 6,520 | 52.0% | $46.11万 | 加仓 |
| TM | TOYOTA MOTOR CORP | $135.16万 | 0.01% | 6,558 | 2,785 | 73.8% | $57.40万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $136.68万 | 0.01% | 21,782 | 7,500 | 52.5% | $47.06万 | 加仓 |
| FAUG | FIRST TR EXCHNG TRADED FD VI | $136.85万 | 0.01% | 26,428 | 26,428 | — | $136.85万 | 新建仓 |
| OSK | OSHKOSH CORP | $137.00万 | 0.01% | 9,306 | 9,306 | — | $137.00万 | 新建仓 |
| SAP | SAP SE | $137.23万 | 0.01% | 8,015 | 4,911 | 158.2% | $84.08万 | 加仓 |
| CLIP | GLOBAL X FDS | $137.29万 | 0.01% | 13,680 | -666 | -4.6% | -$6.68万 | 减仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $137.42万 | 0.01% | 64,157 | 2,680 | 4.4% | $5.74万 | 加仓 |
| VG | VENTURE GLOBAL INC | $137.55万 | 0.01% | 87,280 | 55,384 | 173.6% | $87.29万 | 加仓 |
| KGC | KINROSS GOLD CORP | $137.63万 | 0.01% | 45,094 | 5,737 | 14.6% | $17.51万 | 加仓 |
| FICO | FAIR ISAAC CORP | $138.57万 | 0.01% | 1,298 | 240 | 22.7% | $25.62万 | 加仓 |
| CMC | COMMERCIAL METALS CO | $138.86万 | 0.01% | 22,605 | 5,441 | 31.7% | $33.42万 | 加仓 |
| FFIN | FIRST FINL BANKSHARES INC | $139.07万 | 0.01% | 47,221 | -414 | -0.9% | -$1.22万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW 看跌期权 | $140.53万 | 0.01% | 65,000 | 65,000 | — | $140.53万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $140.79万 | 0.01% | 16,581 | 787 | 5.0% | $6.68万 | 加仓 |
| RMT | ROYCE MICRO-CAP TR INC | $141.06万 | 0.01% | 124,720 | -70,458 | -36.1% | -$79.69万 | 减仓 |
| OTEX | OPEN TEXT CORP | $141.16万 | 0.01% | 63,472 | -2,143 | -3.3% | -$4.77万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $141.58万 | 0.01% | 4,989 | -4,032 | -44.7% | -$114.42万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $142.08万 | 0.01% | 20,482 | 13,265 | 183.8% | $92.02万 | 加仓 |
| — | SPDR SERIES TRUST | $142.54万 | 0.01% | 15,782 | 15,782 | — | $142.54万 | 新建仓 |
| EWU | ISHARES TR | $142.96万 | 0.01% | 31,379 | 20,575 | 190.4% | $93.74万 | 加仓 |
| VTEI | VANGUARD MUN BD FDS | $142.99万 | 0.01% | 14,307 | 10,556 | 281.4% | $105.50万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $143.31万 | 0.01% | 2,417 | 215 | 9.8% | $12.75万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $143.43万 | 0.01% | 15,463 | -3,833 | -19.9% | -$35.55万 | 减仓 |
| REET | ISHARES TR | $143.61万 | 0.01% | 57,101 | 18,049 | 46.2% | $45.39万 | 加仓 |
| TTD | THE TRADE DESK INC | $144.31万 | 0.01% | 63,601 | 34,648 | 119.7% | $78.62万 | 加仓 |
| SGDM | SPROTT ETF TRUST | $144.47万 | 0.01% | 19,138 | -258 | -1.3% | -$1.95万 | 减仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $144.56万 | 0.01% | 15,236 | 3 | 0.0% | $285 | 加仓 |
| SPSM | SPDR SERIES TRUST | $144.94万 | 0.01% | 29,995 | 19,558 | 187.4% | $94.50万 | 加仓 |
| IAT | ISHARES TR | $145.43万 | 0.01% | 27,011 | -3,445 | -11.3% | -$18.55万 | 减仓 |
| GSK | GSK PLC | $145.76万 | 0.01% | 26,410 | 11,839 | 81.3% | $65.34万 | 加仓 |
| CTAS | CINTAS CORP | $146.02万 | 0.01% | 8,633 | 4,145 | 92.4% | $70.11万 | 加仓 |
| FTHI | FIRST TR EXCHANGE TRADED FD | $146.93万 | 0.01% | 64,021 | 10,735 | 20.1% | $24.64万 | 加仓 |
| DNP | DNP SELECT INCOME FD INC | $147.60万 | 0.01% | 143,305 | 4,029 | 2.9% | $4.15万 | 加仓 |
| PPG | PPG INDS INC | $148.08万 | 0.01% | 13,855 | -773 | -5.3% | -$8.26万 | 减仓 |
| BNTX | BIONTECH SE | $148.19万 | 0.01% | 16,673 | -44,022 | -72.5% | -$391.27万 | 减仓 |
| ETH | GRAYSCALE ETHEREUM STAKING | $148.22万 | 0.01% | 74,631 | -7,017 | -8.6% | -$13.94万 | 减仓 |
| SPPP | SPROTT ASSET MANAGEMENT LP | $148.27万 | 0.01% | 95,476 | 9,616 | 11.2% | $14.93万 | 加仓 |
| PWR | QUANTA SVCS INC | $148.33万 | 0.01% | 2,702 | 731 | 37.1% | $40.13万 | 加仓 |
| PCAR | PACCAR INC | $148.70万 | 0.01% | 12,875 | 3,048 | 31.0% | $35.20万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $148.74万 | 0.01% | 1,360 | 979 | 257.0% | $107.07万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $148.79万 | 0.01% | 40,664 | 40,664 | — | $148.79万 | 新建仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $149.63万 | 0.01% | 41,323 | 41,323 | — | $149.63万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $149.82万 | 0.01% | 10,735 | 67 | 0.6% | $9,351 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $150.01万 | 0.01% | 16,077 | 4,250 | 35.9% | $39.66万 | 加仓 |
| VIS | VANGUARD WORLD FD | $150.18万 | 0.01% | 4,810 | 3,412 | 244.1% | $106.53万 | 加仓 |
| RIO | RIO TINTO PLC | $150.83万 | 0.01% | 16,167 | 11,465 | 243.8% | $106.96万 | 加仓 |
| NVR | NVR INC | $150.91万 | 0.01% | 229 | 6 | 2.7% | $3.95万 | 加仓 |
| TFLR | T ROWE PRICE ETF INC | $151.00万 | 0.01% | 29,984 | 29,984 | — | $151.00万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $151.53万 | 0.01% | 64,154 | 16,370 | 34.3% | $38.67万 | 加仓 |
| KR | KROGER CO | $151.70万 | 0.01% | 20,965 | 6,206 | 42.0% | $44.91万 | 加仓 |
| IHF | ISHARES TR | $152.30万 | 0.01% | 36,393 | 13,974 | 62.3% | $58.48万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $152.38万 | 0.01% | 7,588 | 25 | 0.3% | $5,020 | 加仓 |
| GDXJ | VANECK ETF TRUST 看涨期权 | $152.45万 | 0.01% | 12,700 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $152.60万 | 0.01% | 29,933 | 3,132 | 11.7% | $15.97万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L | $152.66万 | 0.01% | 37,080 | 940 | 2.6% | $3.87万 | 加仓 |
| PHM | PULTE GROUP INC | $153.16万 | 0.01% | 13,022 | 1,079 | 9.0% | $12.69万 | 加仓 |
| GDX | VANECK ETF TRUST 看涨期权 | $153.26万 | 0.01% | 16,700 | -1,000 | -5.6% | -$9.18万 | 减仓 |
| — | ISHARES TR | $153.29万 | 0.01% | 68,557 | -34,199 | -33.3% | -$76.47万 | 减仓 |
| HSBC | HSBC HLDGS PLC | $153.48万 | 0.01% | 18,605 | 12,830 | 222.2% | $105.84万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $154.45万 | 0.01% | 26,164 | 17,799 | 212.8% | $105.07万 | 加仓 |
| BSM | BLACK STONE MINERALS L P | $154.54万 | 0.01% | 102,206 | 22,414 | 28.1% | $33.89万 | 加仓 |
| FLGB | FRANKLIN TEMPLETON ETF TR | $154.72万 | 0.01% | 44,512 | 0 | 0.0% | — | 不变 |
| BNOV | INNOVATOR ETFS TRUST | $154.81万 | 0.01% | 35,984 | 865 | 2.5% | $3.72万 | 加仓 |
| DAL | DELTA AIR LINES INC | $155.13万 | 0.01% | 23,335 | 6,314 | 37.1% | $41.97万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $155.49万 | 0.01% | 5,650 | 1,046 | 22.7% | $28.79万 | 加仓 |
| INFL | LISTED FDS TR | $156.27万 | 0.01% | 30,017 | 11,395 | 61.2% | $59.32万 | 加仓 |
| IVLU | ISHARES TR | $157.04万 | 0.01% | 39,577 | -3,900 | -9.0% | -$15.48万 | 减仓 |
| WYNN | WYNN RESORTS LTD | $158.52万 | 0.01% | 15,610 | 53 | 0.3% | $5,382 | 加仓 |
| CPER | UNITED STS COMMODITY INDEX F | $158.86万 | 0.01% | 46,140 | 46,140 | — | $158.86万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $159.15万 | 0.01% | 7,783 | -180 | -2.3% | -$3.68万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $160.34万 | 0.01% | 7,671 | 413 | 5.7% | $8.63万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $160.48万 | 0.01% | 6,963 | 3,254 | 87.7% | $75.00万 | 加仓 |
| EIX | EDISON INTL | $160.71万 | 0.01% | 21,961 | 4,906 | 28.8% | $35.90万 | 加仓 |
| ALC | ALCON AG | $161.44万 | 0.01% | 21,426 | 21,426 | — | $161.44万 | 新建仓 |
| ITB | ISHARES TR | $161.65万 | 0.01% | 17,852 | -363 | -2.0% | -$3.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $162.72万 | 0.01% | 54,003 | 54,003 | — | $162.72万 | 新建仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $163.27万 | 0.01% | 12,859 | -588 | -4.4% | -$7.47万 | 减仓 |
| NTSK | NETSKOPE INC | $163.66万 | 0.01% | 192,762 | 192,762 | — | $163.66万 | 新建仓 |
| EBAY | EBAY INC. | $163.69万 | 0.01% | 17,984 | 4,165 | 30.1% | $37.91万 | 加仓 |