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 |
|---|---|---|---|---|---|---|---|---|
| AIQ | GLOBAL X FDS | $219.40万 | 0.01% | 47,010 | -30,205 | -39.1% | -$140.97万 | 减仓 |
| BG | BUNGE GLOBAL SA | $219.77万 | 0.01% | 17,278 | 2,480 | 16.8% | $31.55万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $220.17万 | 0.01% | 75,843 | 75,843 | — | $220.17万 | 新建仓 |
| IDU | ISHARES TR | $220.40万 | 0.01% | 18,982 | -2,580 | -12.0% | -$29.96万 | 减仓 |
| BAUG | INNOVATOR ETFS TRUST | $221.01万 | 0.01% | 45,244 | 949 | 2.1% | $4.64万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $222.10万 | 0.01% | 27,092 | 10,669 | 65.0% | $87.47万 | 加仓 |
| AGI | ALAMOS GOLD INC | $222.25万 | 0.01% | 50,022 | 1,708 | 3.5% | $7.59万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $222.56万 | 0.01% | 27,493 | 6,670 | 32.0% | $53.99万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $224.42万 | 0.01% | 32,796 | 27,694 | 542.8% | $189.51万 | 重新持有 |
| SGOL | ETFS GOLD TR | $224.59万 | 0.01% | 50,335 | 8,060 | 19.1% | $35.96万 | 加仓 |
| BFEB | INNOVATOR ETFS TRUST | $224.62万 | 0.01% | 47,089 | 14,701 | 45.4% | $70.13万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $225.52万 | 0.01% | 48,541 | 27,160 | 127.0% | $126.19万 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $226.55万 | 0.01% | 112,600 | 0 | 0.0% | — | 不变 |
| SONY | SONY GROUP CORP | $227.68万 | 0.01% | 109,991 | 77,472 | 238.2% | $160.37万 | 加仓 |
| DMXF | ISHARES TR | $228.60万 | 0.01% | 30,298 | 15,336 | 102.5% | $115.71万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $228.93万 | 0.01% | 63,381 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC | $229.90万 | 0.01% | 18,725 | 13,696 | 272.3% | $168.16万 | 加仓 |
| TMUS | T-MOBILE US INC | $231.10万 | 0.01% | 11,003 | 2,231 | 25.4% | $46.86万 | 加仓 |
| EFAV | ISHARES TR | $231.25万 | 0.01% | 25,310 | 4,958 | 24.4% | $45.30万 | 加仓 |
| HUBB | HUBBELL INC | $232.19万 | 0.01% | 4,731 | 1,269 | 36.7% | $62.28万 | 加仓 |
| EQT | EQT CORP | $233.95万 | 0.01% | 36,762 | 3,340 | 10.0% | $21.26万 | 加仓 |
| — | AMERICAN CENTY ETF TR | $234.45万 | 0.01% | 46,274 | -1,699 | -3.5% | -$8.61万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $237.66万 | 0.01% | 21,438 | 4,022 | 23.1% | $44.59万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $239.77万 | 0.01% | 31,863 | 18,680 | 141.7% | $140.57万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $240.49万 | 0.01% | 8,891 | 6,497 | 271.4% | $175.73万 | 加仓 |
| FTGC | FIRST TR EXCHANGE TRAD FD VI | $241.65万 | 0.01% | 84,170 | -19,494 | -18.8% | -$55.97万 | 减仓 |
| SLB | SLB LIMITED | $242.12万 | 0.01% | 47,115 | 13,509 | 40.2% | $69.42万 | 加仓 |
| ZS | ZSCALER INC | $242.39万 | 0.01% | 17,278 | -3,093 | -15.2% | -$43.39万 | 减仓 |
| SRLN | SSGA ACTIVE ETF TR | $244.56万 | 0.01% | 60,928 | 2,055 | 3.5% | $8.25万 | 加仓 |
| FTSM | FIRST TR EXCHANGE-TRADED FD | $245.52万 | 0.01% | 41,070 | -2,786 | -6.4% | -$16.65万 | 减仓 |
| IGM | ISHARES TR | $247.37万 | 0.01% | 20,873 | -3,365 | -13.9% | -$39.88万 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $247.42万 | 0.01% | 30,904 | 30,904 | — | $247.42万 | 新建仓 |
| CIEN | CIENA CORP | $247.65万 | 0.01% | 6,379 | 1,245 | 24.3% | $48.33万 | 加仓 |
| NUBD | NUSHARES ETF TR | $247.92万 | 0.01% | 111,627 | 44,607 | 66.6% | $99.07万 | 加仓 |
| EMF | TEMPLETON EMERGING MKTS FD | $251.05万 | 0.01% | 143,541 | -59,807 | -29.4% | -$104.60万 | 减仓 |
| HDV | ISHARES TR | $251.60万 | 0.01% | 18,538 | 18,538 | — | $251.60万 | 新建仓 |
| CME | CME GROUP INC | $251.65万 | 0.01% | 8,520 | 2,955 | 53.1% | $87.28万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $251.92万 | 0.01% | 12,850 | 9,545 | 288.8% | $187.13万 | 加仓 |
| IWS | ISHARES TR | $253.37万 | 0.01% | 17,385 | 3,425 | 24.5% | $49.92万 | 加仓 |
| BP | BP PLC | $254.33万 | 0.01% | 54,112 | 18,079 | 50.2% | $84.97万 | 加仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $254.42万 | 0.01% | 47,317 | 35,072 | 286.4% | $188.58万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $256.54万 | 0.01% | 7,474 | 964 | 14.8% | $33.09万 | 加仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $256.74万 | 0.01% | 248,542 | 2,801 | 1.1% | $2.89万 | 加仓 |
| MCO | MOODYS CORP | $257.45万 | 0.01% | 5,901 | 3,950 | 202.5% | $172.33万 | 加仓 |
| GLDM | WORLD GOLD TR | $258.48万 | 0.01% | 27,887 | -13,911 | -33.3% | -$128.94万 | 减仓 |
| ILF | ISHARES TR | $259.49万 | 0.01% | 73,053 | 45,510 | 165.2% | $161.65万 | 加仓 |
| PCY | INVESCO EXCH TRADED FD TR II | $260.51万 | 0.01% | 124,644 | 124,644 | — | $260.51万 | 新建仓 |
| HESM | HESS MIDSTREAM LP | $260.58万 | 0.01% | 67,038 | 12,309 | 22.5% | $47.85万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $262.79万 | 0.01% | 51,694 | 8,375 | 19.3% | $42.57万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $267.55万 | 0.01% | 195,722 | 6,564 | 3.5% | $8.97万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $268.23万 | 0.01% | 56,972 | 11,916 | 26.4% | $56.10万 | 加仓 |
| RDDT | REDDIT INC | $268.51万 | 0.01% | 19,941 | 11,423 | 134.1% | $153.81万 | 加仓 |
| KRP | KIMBELL RTY PARTNERS LP | $269.44万 | 0.01% | 186,207 | 34,198 | 22.5% | $49.48万 | 加仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $269.80万 | 0.01% | 56,764 | 38,708 | 214.4% | $183.98万 | 加仓 |
| FNDE | SCHWAB STRATEGIC TR | $271.31万 | 0.01% | 70,911 | 27,728 | 64.2% | $106.09万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $272.92万 | 0.01% | 95,062 | 18,273 | 23.8% | $52.46万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $273.14万 | 0.01% | 51,575 | -3,701 | -6.7% | -$19.60万 | 减仓 |
| CCJ | CAMECO CORP | $273.60万 | 0.01% | 25,191 | 2,581 | 11.4% | $28.03万 | 加仓 |
| IGIB | ISHARES TR | $274.07万 | 0.01% | 51,498 | 43,751 | 564.7% | $232.84万 | 加仓 |
| IGV | ISHARES TR | $274.84万 | 0.01% | 34,334 | 5,079 | 17.4% | $40.66万 | 加仓 |
| NUVB | NUVATION BIO INC | $276.16万 | 0.01% | 643,734 | 384,522 | 148.3% | $164.96万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $277.08万 | 0.01% | 4,707 | 3,417 | 264.9% | $201.14万 | 加仓 |
| APP | APPLOVIN CORP | $278.53万 | 0.01% | 6,998 | 1,525 | 27.9% | $60.70万 | 加仓 |
| TLT | ISHARES TR | $280.02万 | 0.01% | 32,301 | -4,957 | -13.3% | -$42.97万 | 减仓 |
| POWL | POWELL INDS INC | $281.22万 | 0.01% | 5,197 | 92 | 1.8% | $4.98万 | 加仓 |
| SMMV | ISHARES TR | $282.83万 | 0.01% | 64,845 | -2,442 | -3.6% | -$10.65万 | 减仓 |
| MEAR | ISHARES U S ETF TR | $286.41万 | 0.02% | 56,894 | 11,147 | 24.4% | $56.11万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $286.41万 | 0.02% | 30,957 | 8,065 | 35.2% | $74.62万 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $286.81万 | 0.02% | 161,582 | 38,169 | 30.9% | $67.75万 | 加仓 |
| DTE | DTE ENERGY CO | $287.38万 | 0.02% | 19,651 | 12,638 | 180.2% | $184.82万 | 加仓 |
| KFY | KORN FERRY | $289.99万 | 0.02% | 46,067 | 46,067 | — | $289.99万 | 新建仓 |
| PSA | PUBLIC STORAGE OPER CO | $290.30万 | 0.02% | 10,717 | 877 | 8.9% | $23.76万 | 加仓 |
| IYW | ISHARES TR | $290.91万 | 0.02% | 16,035 | 2,334 | 17.0% | $42.34万 | 加仓 |
| MDB | MONGODB INC | $291.70万 | 0.02% | 11,917 | 2,246 | 23.2% | $54.98万 | 加仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $291.90万 | 0.02% | 59,927 | 9,455 | 18.7% | $46.06万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $292.03万 | 0.02% | 99,976 | 99,976 | — | $292.03万 | 新建仓 |
| MDT | MEDTRONIC PLC | $293.07万 | 0.02% | 33,822 | 11,565 | 52.0% | $100.21万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $294.85万 | 0.02% | 23,501 | 14,769 | 169.1% | $185.29万 | 加仓 |
| D | DOMINION ENERGY INC | $297.27万 | 0.02% | 48,087 | 30,206 | 168.9% | $186.73万 | 加仓 |
| ALL | ALLSTATE CORP | $298.76万 | 0.02% | 14,409 | 3,529 | 32.4% | $73.17万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $300.79万 | 0.02% | 41,730 | 2,105 | 5.3% | $15.17万 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $304.78万 | 0.02% | 121,136 | 276 | 0.2% | $6,944 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $306.70万 | 0.02% | 54,467 | 17,080 | 45.7% | $96.18万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $307.55万 | 0.02% | 37,311 | 15,229 | 69.0% | $125.53万 | 加仓 |
| F | FORD MTR CO | $310.81万 | 0.02% | 269,329 | 31,039 | 13.0% | $35.82万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD 看涨期权 | $312.59万 | 0.02% | 15,400 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $313.98万 | 0.02% | 59,646 | 45,112 | 310.4% | $237.47万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $314.51万 | 0.02% | 118,726 | 118,726 | — | $314.51万 | 新建仓 |
| EMGF | ISHARES INC | $314.77万 | 0.02% | 52,089 | 10,449 | 25.1% | $63.14万 | 加仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $315.98万 | 0.02% | 41,565 | 6,741 | 19.4% | $51.25万 | 加仓 |
| GOOGL | ALPHABET INC 看涨期权 | $316.32万 | 0.02% | 11,000 | -3,000 | -21.4% | -$86.27万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $316.97万 | 0.02% | 12,649 | 4,357 | 52.5% | $109.18万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $317.24万 | 0.02% | 9,897 | 3,919 | 65.6% | $125.62万 | 加仓 |
| IHE | ISHARES TR | $317.82万 | 0.02% | 36,666 | 10,045 | 37.7% | $87.07万 | 加仓 |
| DEM | WISDOMTREE TR | $321.68万 | 0.02% | 64,736 | -33,232 | -33.9% | -$165.13万 | 减仓 |
| IBDW | ISHARES TR | $321.70万 | 0.02% | 153,704 | 21,596 | 16.3% | $45.20万 | 加仓 |
| PLD | PROLOGIS INC. | $321.87万 | 0.02% | 24,351 | 11,729 | 92.9% | $155.03万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $321.91万 | 0.02% | 27,806 | 2,529 | 10.0% | $29.28万 | 加仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $322.68万 | 0.02% | 48,075 | 30,645 | 175.8% | $205.69万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $323.74万 | 0.02% | 24,722 | -924 | -3.6% | -$12.10万 | 减仓 |