13F 机构持仓

Beacon Pointe Advisors, LLC

NEWPORT BEACH CA · SEC CIK 0001744317

2026Q22026Q1 更早 9 个季度 🔒
$215.49亿2026Q2 申报市值
1,916持仓数
20.6%前十大占比 · 第一大 3.7%
214 / 140新建仓 / 清仓
申报市值走势$215.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 3.7%
AAPL 2.9%
NVDA 2.4%
IVV 2.4%
VTI 1.7%
VEA 1.7%
VTV 1.5%
VUG 1.5%
MSFT 1.5%
DIMENSIONAL ET 1.2%

2026Q2 买入最多 按季末市值估算

VOO 加仓+$6,315.49万
QUAL 加仓+$6,106.56万
OEF 加仓+$5,797.41万
NVDA 加仓+$5,069.30万
VTV 加仓+$4,170.61万

2026Q2 卖出最多 按季末市值估算

DASH 减仓-$9,614.85万
META 减仓-$4,788.47万
AMZN 减仓-$3,216.46万
IDEV 减仓-$2,682.23万
IEMG 减仓-$2,164.14万

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
KWEB KRANESHARES TRUST $154.49万0.01%63,134 19,72145.4% $48.26万 加仓
MET METLIFE INC $154.70万0.01%18,305 -747-3.9% -$6.31万 减仓
NXDR NEXTDOOR HOLDINGS INC $155.22万0.01%683,797 00.0% — 不变
LITE LUMENTUM HLDGS INC $156.66万0.01%1,826 58146.7% $49.85万 加仓
OTIS OTIS WORLDWIDE CORP $156.97万0.01%21,920 -32-0.1% -$2,292 减仓
FLGB FRANKLIN TEMPLETON ETF TR $157.08万0.01%44,512 00.0% — 不变
KKR KKR & CO INC $157.32万0.01%17,140 -5,268-23.5% -$48.35万 减仓
TCBI TEXAS CAP BANCSHARES INC $157.44万0.01%15,247 110.1% $1,136 加仓
REET ISHARES TR $157.71万0.01%57,101 00.0% — 不变
IAUM ISHARES GOLD TRUST MICRO $158.29万0.01%39,562 13,37151.1% $53.50万 加仓
VPL VANGUARD INTL EQUITY INDEX F $158.44万0.01%13,696 2,94327.4% $34.05万 加仓
PSCT INVESCO EXCH TRADED FD TR II $159.01万0.01%17,207 11,752215.4% $108.60万 加仓
HBAN HUNTINGTON BANCSHARES INC $159.04万0.01%89,700 26,74742.5% $47.42万 加仓
EQWL INVESCO EXCHANGE TRADED FD T $160.27万0.01%12,422 -3,436-21.7% -$44.33万 减仓
TDG TRANSDIGM GROUP INC $161.58万0.01%1,213 655.7% $8.66万 加仓
SUSC ISHARES TR $161.78万0.01%69,877 39,291128.5% $90.96万 加仓
FFIN FIRST FINL BANKSHARES INC $161.87万0.01%46,784 -437-0.9% -$1.51万 减仓
IBHI ISHARES TR $162.25万0.01%69,368 12,26321.5% $28.68万 加仓
GCOW PACER FDS TR $162.36万0.01%37,498 1,9295.4% $8.35万 加仓
AIG AMERICAN INTL GROUP INC $162.81万0.01%21,837 -10,026-31.5% -$74.75万 减仓
ROK ROCKWELL AUTOMATION INC $163.59万0.01%3,309 -254-7.1% -$12.56万 减仓
INTU INTUIT $164.27万0.01%6,280 -2,469-28.2% -$64.58万 减仓
FDXF FEDEX FGHT HLDG CO INC $164.55万0.01%10,897 10,897— $164.55万 新建仓
— BARINGS CORPORATE INVS $165.06万0.01%93,996 28,34743.2% $49.78万 加仓
WES WESTERN MIDSTREAM PARTNERS L $165.09万0.01%37,727 6471.7% $2.83万 加仓
TEL TE CONNECTIVITY PLC $165.31万0.01%8,200 5296.9% $10.66万 加仓
SETM SPROTT FDS TR $165.33万0.01%53,057 13,74135.0% $42.82万 加仓
PPG PPG INDS INC $165.66万0.01%13,658 -197-1.4% -$2.39万 减仓
QQEW FIRST TR EXCHANGE-TRADED FD $165.78万0.01%10,387 -2,472-19.2% -$39.45万 减仓
DYNF BLACKROCK ETF TRUST $167.12万0.01%24,573 7,91347.5% $53.82万 加仓
LNG CHENIERE ENERGY INC $167.88万0.01%7,024 2,03540.8% $48.64万 加仓
FE FIRSTENERGY CORP $169.67万0.01%35,676 5591.6% $2.66万 加仓
CBRE CBRE GROUP INC $169.79万0.01%12,606 -2,093-14.2% -$28.19万 减仓
ONEQ FIDELITY COMWLTH TR $171.15万0.01%16,581 00.0% — 不变
VTR VENTAS INC $171.17万0.01%19,275 7,00257.1% $62.18万 加仓
— ARCOSA INC $171.25万0.01%11,787 -52-0.4% -$7,555 减仓
FTHI FIRST TR EXCHANGE TRADED FD $172.61万0.01%72,373 8,35213.0% $19.92万 加仓
TFC TRUIST FINL CORP $172.92万0.01%34,709 -3,293-8.7% -$16.41万 减仓
BG BUNGE GLOBAL SA $173.06万0.01%16,209 -1,069-6.2% -$11.41万 减仓
INFL LISTED FDS TR $173.42万0.01%34,767 4,75015.8% $23.69万 加仓
DRAM ROUNDHILL ETF TRUST $174.24万0.01%23,594 23,594— $174.24万 新建仓
IRM IRON MTN INC DEL $174.70万0.01%13,845 2,62823.4% $33.16万 加仓
EBAY EBAY INC. $175.06万0.01%15,666 -2,318-12.9% -$25.90万 减仓
GBTC GRAYSCALE BITCOIN TRUST ETF $175.08万0.01%38,462 2,2506.2% $10.24万 加仓
CPER UNITED STS COMMODITY INDEX F $175.22万0.01%46,440 3000.7% $1.13万 加仓
TRGP TARGA RES CORP $176.15万0.01%6,569 2,25852.4% $60.55万 加仓
EL LAUDER ESTEE COS INC $176.30万0.01%22,332 -3,326-13.0% -$26.26万 减仓
XLP SELECT SECTOR SPDR TR $177.30万0.01%21,343 -5,749-21.2% -$47.76万 减仓
L LOEWS CORP $178.76万0.01%15,790 -913-5.5% -$10.34万 减仓
LNC LINCOLN NATL CORP IND $179.55万0.01%50,792 2,1344.4% $7.54万 加仓
— INNOVATOR ETFS TRUST $180.38万0.01%56,857 2,8545.3% $9.05万 加仓
ITB ISHARES TR $180.63万0.01%17,289 -563-3.2% -$5.88万 减仓
NRG NRG ENERGY INC $180.65万0.01%12,358 -1,368-10.0% -$20.00万 减仓
SHLD GLOBAL X FDS $181.42万0.01%30,383 25,103475.4% $149.89万 加仓
MLM MARTIN MARIETTA MATLS INC $181.86万0.01%3,148 -1,559-33.1% -$90.06万 减仓
— SPDR SERIES TRUST $182.00万0.01%16,092 3102.0% $3.51万 加仓
PHM PULTE GROUP INC $182.29万0.01%13,314 2922.2% $4.00万 加仓
CEG CONSTELLATION ENERGY CORP $182.92万0.01%7,358 2143.0% $5.32万 加仓
IXN ISHARES TR $183.11万0.01%12,674 2311.9% $3.34万 加仓
EQT EQT CORP $183.11万0.01%34,438 -2,324-6.3% -$12.36万 减仓
IXJ ISHARES TR $185.15万0.01%18,820 -1,054-5.3% -$10.37万 减仓
BOCT INNOVATOR ETFS TRUST $185.69万0.01%35,022 -8,225-19.0% -$43.61万 减仓
RACE FERRARI N V $186.08万0.01%4,998 -1,134-18.5% -$42.22万 减仓
BE BLOOM ENERGY CORP $187.73万0.01%6,202 4,852359.4% $146.87万 加仓
GBIL GOLDMAN SACHS ETF TR $188.11万0.01%18,781 -2,101-10.1% -$21.04万 减仓
NTRS NORTHERN TR CORP $188.44万0.01%10,843 1081.0% $1.88万 加仓
WULF TERAWULF INC $188.52万0.01%76,323 -102-0.1% -$2,519 减仓
BP BP PLC $189.75万0.01%51,353 -2,759-5.1% -$10.19万 减仓
CSW CSW INDUSTRIALS INC $189.88万0.01%6,823 -6,679-49.5% -$185.88万 减仓
WRB BERKLEY W R CORP $190.22万0.01%26,971 1260.5% $8,887 加仓
— INVESCO EXCHANGE TRADED FD T $190.92万0.01%66,212 66,212— $190.92万 新建仓
IHF ISHARES TR $191.35万0.01%34,584 -1,809-5.0% -$10.01万 减仓
TD TORONTO DOMINION BK ONT $191.66万0.01%15,783 -294-1.8% -$3.57万 减仓
DAL DELTA AIR LINES INC $192.77万0.01%20,582 -2,753-11.8% -$25.78万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $193.01万0.01%98,854 1,7461.8% $3.41万 加仓
FIXD FIRST TR EXCHNG TRADED FD VI $193.26万0.01%44,315 -2,972-6.3% -$12.96万 减仓
FRMI FERMI INC $193.28万0.01%211,002 211,002— $193.28万 新建仓
CSRE COHEN & STEERS ETF TRUST $193.32万0.01%68,119 68,119— $193.32万 新建仓
IWC ISHARES TR $193.74万0.01%9,685 -3,071-24.1% -$61.43万 减仓
RSPT INVESCO EXCHANGE TRADED FD T $194.88万0.01%30,214 2,3298.4% $15.02万 加仓
IDU ISHARES TR $195.39万0.01%17,048 -1,934-10.2% -$22.17万 减仓
BJUN INNOVATOR ETFS TRUST $195.67万0.01%40,196 20,651105.7% $100.53万 加仓
AGNC AGNC INVT CORP $196.24万0.01%180,036 12,1827.3% $13.28万 加仓
EIX EDISON INTL $196.43万0.01%26,383 4,42220.1% $32.92万 加仓
EWC ISHARES INC $196.98万0.01%34,174 -2,477-6.8% -$14.28万 减仓
— INNOVATOR ETFS TRUST $197.69万0.01%89,860 25,07138.7% $55.16万 加仓
NVO NOVO-NORDISK A S $197.75万0.01%41,249 4,92513.6% $23.61万 加仓
Q QNITY ELECTRONICS INC $197.83万0.01%12,124 1,0329.3% $16.84万 加仓
ASML ASML HLDG NV 看涨期权 $198.94万0.01%1,000 00.0% — 不变
AVRE AMERICAN CENTY ETF TR $199.09万0.01%42,019 -581-1.4% -$2.75万 减仓
— INVESCO EXCHANGE TRADED FD T $199.83万0.01%16,871 16,871— $199.83万 新建仓
SLB SLB LIMITED $201.16万0.01%43,270 -3,845-8.2% -$17.88万 减仓
HWM HOWMET AEROSPACE INC $201.32万0.01%7,488 5257.5% $14.12万 加仓
CAH CARDINAL HEALTH INC $201.64万0.01%8,488 -36-0.4% -$8,552 减仓
THNQ EXCHANGE TRADED CONCEPTS TRU $202.68万0.01%22,221 1510.7% $1.38万 加仓
DFGX DIMENSIONAL ETF TRUST $202.72万0.01%37,825 -2,623-6.5% -$14.06万 减仓
CMCSA COMCAST CORP NEW $202.76万0.01%82,511 -12,551-13.2% -$30.84万 减仓
CTAS CINTAS CORP $204.06万0.01%11,996 3,36339.0% $57.21万 加仓
PAA PLAINS ALL AMERN PIPELINE L $204.97万0.01%92,081 -4,294-4.5% -$9.56万 减仓
TMUS T-MOBILE US INC $205.55万0.01%12,255 1,25211.4% $21.00万 加仓