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 |
|---|---|---|---|---|---|---|---|---|
| AIRR | FIRST TR EXCHANGE TRADED FD | $164.27万 | 0.01% | 14,828 | 14,828 | — | $164.27万 | 新建仓 |
| SRE | SEMPRA | $164.45万 | 0.01% | 16,924 | 3,348 | 24.7% | $32.53万 | 加仓 |
| GCOW | PACER FDS TR | $164.47万 | 0.01% | 35,569 | -8,821 | -19.9% | -$40.79万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $168.08万 | 0.01% | 15,085 | 3,346 | 28.5% | $37.28万 | 加仓 |
| — | BEAZER HOMES USA INC | $168.20万 | 0.01% | 87,423 | 87,423 | — | $168.20万 | 新建仓 |
| AGNC | AGNC INVT CORP | $168.36万 | 0.01% | 167,854 | 12,697 | 8.2% | $12.74万 | 加仓 |
| CLX | CLOROX CO DEL | $168.40万 | 0.01% | 16,250 | 3,554 | 28.0% | $36.83万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $168.68万 | 0.01% | 25,950 | 2,958 | 12.9% | $19.23万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $169.21万 | 0.01% | 21,952 | 7,258 | 49.4% | $55.94万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC | $169.55万 | 0.01% | 12,369 | 10,248 | 483.2% | $140.48万 | 加仓 |
| RDVY | FIRST TR EXCHANGE TRADED FD | $170.31万 | 0.01% | 24,943 | 94 | 0.4% | $6,418 | 加仓 |
| RIOT | RIOT PLATFORMS INC 看跌期权 | $170.57万 | 0.01% | 138,000 | 138,000 | — | $170.57万 | 新建仓 |
| COR | CENCORA INC | $171.36万 | 0.01% | 5,455 | 1,963 | 56.2% | $61.67万 | 加仓 |
| MKC | MCCORMICK & CO INC | $171.38万 | 0.01% | 33,978 | 20,038 | 143.7% | $101.07万 | 加仓 |
| SPIB | SPDR SERIES TRUST | $172.71万 | 0.01% | 51,494 | 22,756 | 79.2% | $76.32万 | 加仓 |
| LNC | LINCOLN NATL CORP IND | $172.74万 | 0.01% | 48,658 | 1,483 | 3.1% | $5.26万 | 加仓 |
| PEN | PENUMBRA INC | $173.81万 | 0.01% | 5,293 | 5,293 | — | $173.81万 | 新建仓 |
| TFC | TRUIST FINL CORP | $174.70万 | 0.01% | 38,002 | 20,139 | 112.7% | $92.58万 | 加仓 |
| AVSC | AMERICAN CENTY ETF TR | $176.20万 | 0.01% | 28,282 | 3,065 | 12.2% | $19.09万 | 加仓 |
| SYY | SYSCO CORP | $176.37万 | 0.01% | 24,726 | 6,882 | 38.6% | $49.09万 | 加仓 |
| GWW | WW GRAINGER INC | $176.72万 | 0.01% | 1,620 | 286 | 21.4% | $31.20万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $177.28万 | 0.01% | 42,812 | 8,784 | 25.8% | $36.37万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $177.66万 | 0.01% | 30,383 | 9,420 | 44.9% | $55.08万 | 加仓 |
| RKLB | ROCKET LAB CORP | $177.78万 | 0.01% | 27,684 | 22,611 | 445.7% | $145.21万 | 加仓 |
| FE | FIRSTENERGY CORP | $177.90万 | 0.01% | 35,117 | 27,387 | 354.3% | $138.74万 | 加仓 |
| WRB | BERKLEY W R CORP | $177.93万 | 0.01% | 26,845 | 664 | 2.5% | $4.40万 | 加仓 |
| L | LOEWS CORP | $178.29万 | 0.01% | 16,703 | 958 | 6.1% | $10.23万 | 加仓 |
| KRC | KILROY REALTY CORP | $178.68万 | 0.01% | 63,338 | 5,657 | 9.8% | $15.96万 | 加仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $178.97万 | 0.01% | 94,394 | 54,783 | 138.3% | $103.87万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $179.63万 | 0.01% | 2,969 | 2,402 | 423.6% | $145.32万 | 加仓 |
| RWR | SPDR SERIES TRUST | $179.92万 | 0.01% | 17,820 | 271 | 1.5% | $2.74万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $180.00万 | 0.01% | 6,375 | 1,102 | 20.9% | $31.12万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $180.13万 | 0.01% | 8,524 | 3,992 | 88.1% | $84.36万 | 加仓 |
| DMLP | DORCHESTER MINERALS L P | $181.03万 | 0.01% | 66,799 | 18,255 | 37.6% | $49.47万 | 加仓 |
| LDOS | LEIDOS HOLDINGS INC | $181.04万 | 0.01% | 11,641 | 456 | 4.1% | $7.09万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看涨期权 | $182.10万 | 0.01% | 2,800 | 900 | 47.4% | $58.53万 | 重新持有 |
| HODL | VANECK BITCOIN ETF | $182.68万 | 0.01% | 95,344 | 95,344 | — | $182.68万 | 新建仓 |
| EQWL | INVESCO EXCHANGE TRADED FD T | $182.75万 | 0.01% | 15,858 | -72 | -0.5% | -$8,297 | 减仓 |
| TWLO | TWILIO INC | $182.99万 | 0.01% | 14,544 | 97 | 0.7% | $1.22万 | 加仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $183.37万 | 0.01% | 5,546 | 7 | 0.1% | $2,314 | 加仓 |
| EL | LAUDER ESTEE COS INC | $184.15万 | 0.01% | 25,658 | 7,254 | 39.4% | $52.06万 | 加仓 |
| WES | WESTERN MIDSTREAM PARTNERS L 看跌期权 | $185.26万 | 0.01% | 45,000 | 45,000 | — | $185.26万 | 新建仓 |
| IXJ | ISHARES TR | $185.90万 | 0.01% | 19,874 | -5,923 | -23.0% | -$55.40万 | 减仓 |
| COKE | COCA COLA CONS INC | $185.97万 | 0.01% | 9,699 | 6,857 | 241.3% | $131.48万 | 加仓 |
| NUE | NUCOR CORP | $187.08万 | 0.01% | 11,063 | 691 | 6.7% | $11.69万 | 加仓 |
| AVRE | AMERICAN CENTY ETF TR | $187.52万 | 0.01% | 42,600 | -2,988 | -6.6% | -$13.15万 | 减仓 |
| BSCU | INVESCO EXCH TRD SLF IDX FD | $189.19万 | 0.01% | 113,157 | 4,991 | 4.6% | $8.34万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $189.65万 | 0.01% | 97,108 | 11,671 | 13.7% | $22.79万 | 加仓 |
| DFAW | DIMENSIONAL ETF TRUST | $189.69万 | 0.01% | 25,711 | 1,464 | 6.0% | $10.80万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $190.37万 | 0.01% | 6,851 | 4,673 | 214.6% | $129.85万 | 加仓 |
| AON | AON PLC | $190.42万 | 0.01% | 5,899 | 2,407 | 68.9% | $77.70万 | 加仓 |
| NUMG | NUSHARES ETF TR | $190.78万 | 0.01% | 46,441 | 4,193 | 9.9% | $17.22万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $191.06万 | 0.01% | 36,212 | 13,666 | 60.6% | $72.10万 | 加仓 |
| MSCI | MSCI INC | $191.39万 | 0.01% | 3,551 | 2,257 | 174.4% | $121.65万 | 加仓 |
| SNPS | SYNOPSYS INC | $192.57万 | 0.01% | 4,857 | 3,169 | 187.7% | $125.64万 | 加仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $192.82万 | 0.01% | 15,312 | 931 | 6.5% | $11.72万 | 加仓 |
| WIP | SPDR SERIES TRUST | $192.92万 | 0.01% | 48,717 | -50,061 | -50.7% | -$198.24万 | 减仓 |
| CVS | CVS HEALTH CORP | $193.88万 | 0.01% | 26,995 | 10,121 | 60.0% | $72.69万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $197.24万 | 0.01% | 8,428 | 1,087 | 14.8% | $25.44万 | 加仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $197.39万 | 0.01% | 26,988 | 6,126 | 29.4% | $44.81万 | 加仓 |
| CBRE | CBRE GROUP INC | $199.11万 | 0.01% | 14,699 | 10,074 | 217.8% | $136.46万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $199.49万 | 0.01% | 7,144 | 2,663 | 59.4% | $74.36万 | 加仓 |
| ICLN | ISHARES TR | $200.57万 | 0.01% | 109,664 | -2,125 | -1.9% | -$3.89万 | 减仓 |
| NRG | NRG ENERGY INC | $200.59万 | 0.01% | 13,726 | 12,385 | 923.6% | $181.00万 | 重新持有 |
| EWC | ISHARES INC | $200.81万 | 0.01% | 36,651 | 11,916 | 48.2% | $65.29万 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $200.97万 | 0.01% | 38,288 | 5,459 | 16.6% | $28.65万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP | $201.05万 | 0.01% | 20,785 | 450 | 2.2% | $4.35万 | 加仓 |
| LEN | LENNAR CORP | $201.25万 | 0.01% | 23,174 | 16,092 | 227.2% | $139.75万 | 加仓 |
| CMBS | ISHARES TR | $202.34万 | 0.01% | 41,523 | 41,523 | — | $202.34万 | 新建仓 |
| FLRT | PACER FDS TR | $203.03万 | 0.01% | 43,841 | 4,885 | 12.5% | $22.62万 | 加仓 |
| GOVT | ISHARES TR | $203.40万 | 0.01% | 88,781 | -9,022 | -9.2% | -$20.67万 | 减仓 |
| SNDK | SANDISK CORP | $203.41万 | 0.01% | 3,202 | 1,713 | 115.0% | $108.82万 | 加仓 |
| IWC | ISHARES TR | $203.59万 | 0.01% | 12,756 | -3,295 | -20.5% | -$52.59万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $203.66万 | 0.01% | 11,025 | 8,071 | 273.2% | $149.09万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $204.03万 | 0.01% | 34,494 | 350 | 1.0% | $2.07万 | 加仓 |
| — | ALPS ETF TR | $204.35万 | 0.01% | 50,081 | 5,009 | 11.1% | $20.44万 | 加仓 |
| EZU | ISHARES INC | $205.02万 | 0.01% | 32,729 | 32,729 | — | $205.02万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $205.09万 | 0.01% | 88,631 | 88,631 | — | $205.09万 | 新建仓 |
| FIXD | FIRST TR EXCHNG TRADED FD VI | $206.13万 | 0.01% | 47,287 | 15,375 | 48.2% | $67.02万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $207.01万 | 0.01% | 32,375 | 5,113 | 18.8% | $32.69万 | 加仓 |
| KKR | KKR & CO INC | $207.27万 | 0.01% | 22,408 | 5,993 | 36.5% | $55.44万 | 加仓 |
| BOCT | INNOVATOR ETFS TRUST | $207.53万 | 0.01% | 43,247 | 1,861 | 4.5% | $8.93万 | 加仓 |
| RACE | FERRARI N V | $207.55万 | 0.01% | 6,132 | 4,596 | 299.2% | $155.56万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $207.76万 | 0.01% | 7,097 | 1,255 | 21.5% | $36.74万 | 加仓 |
| IEO | ISHARES TR | $208.43万 | 0.01% | 16,687 | 1,155 | 7.4% | $14.43万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $209.22万 | 0.01% | 20,882 | 4,685 | 28.9% | $46.94万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $210.35万 | 0.01% | 52,338 | 19,379 | 58.8% | $77.88万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $210.95万 | 0.01% | 49,789 | 3,991 | 8.7% | $16.91万 | 加仓 |
| DFGX | DIMENSIONAL ETF TRUST | $212.15万 | 0.01% | 40,448 | -2,331 | -5.4% | -$12.23万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $212.17万 | 0.01% | 17,885 | 5,256 | 41.6% | $62.35万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $212.34万 | 0.01% | 4,379 | 1,673 | 61.8% | $81.13万 | 加仓 |
| RY | ROYAL BK CDA | $212.79万 | 0.01% | 13,153 | 11,653 | 776.9% | $188.52万 | 重新持有 |
| VDC | VANGUARD WORLD FD | $212.98万 | 0.01% | 9,483 | 191 | 2.1% | $4.29万 | 加仓 |
| ETR | ENTERGY CORP NEW | $213.10万 | 0.01% | 18,966 | 6,566 | 53.0% | $73.78万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $213.98万 | 0.01% | 7,366 | 3,971 | 117.0% | $115.36万 | 加仓 |
| TAFI | AB ACTIVE ETFS INC | $214.01万 | 0.01% | 84,991 | 23,108 | 37.3% | $58.19万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $214.25万 | 0.01% | 126,252 | 92,180 | 270.5% | $156.43万 | 加仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $215.21万 | 0.01% | 96,375 | 35,694 | 58.8% | $79.70万 | 加仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $217.77万 | 0.01% | 29,959 | 29,959 | — | $217.77万 | 新建仓 |
| DOW | DOW HLDGS INC | $217.78万 | 0.01% | 52,288 | 11,038 | 26.8% | $45.97万 | 加仓 |