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 |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC | $324.33万 | 0.02% | 16,405 | 5,876 | 55.8% | $116.17万 | 加仓 |
| GMF | SPDR INDEX SHS FDS | $324.39万 | 0.02% | 23,828 | 6,615 | 38.4% | $90.06万 | 加仓 |
| ACWI | ISHARES TR | $324.88万 | 0.02% | 23,479 | 12,895 | 121.8% | $178.43万 | 加仓 |
| RING | ISHARES INC | $328.14万 | 0.02% | 41,547 | 4,514 | 12.2% | $35.65万 | 加仓 |
| IDXX | IDEXX LABS INC | $329.37万 | 0.02% | 5,862 | 5,058 | 629.1% | $284.20万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $331.71万 | 0.02% | 29,308 | 5,063 | 20.9% | $57.30万 | 加仓 |
| IJK | ISHARES TR | $333.39万 | 0.02% | 33,134 | 1,401 | 4.4% | $14.10万 | 加仓 |
| CBL | CBL & ASSOC PPTYS INC | $333.76万 | 0.02% | 86,849 | 864 | 1.0% | $3.32万 | 加仓 |
| ARKG | ARK ETF TR | $334.17万 | 0.02% | 126,482 | 2,483 | 2.0% | $6.56万 | 加仓 |
| TFI | SPDR SERIES TRUST | $338.01万 | 0.02% | 74,551 | -9,645 | -11.5% | -$43.73万 | 减仓 |
| HEFA | ISHARES TR | $338.26万 | 0.02% | 79,600 | 79,600 | — | $338.26万 | 新建仓 |
| TFLO | ISHARES TR | $338.31万 | 0.02% | 66,821 | -6,063 | -8.3% | -$30.70万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $338.91万 | 0.02% | 17,344 | 14,136 | 440.6% | $276.22万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $339.38万 | 0.02% | 59,982 | 1,667 | 2.9% | $9.43万 | 加仓 |
| PBT | PERMIAN BASIN RTY TR | $339.66万 | 0.02% | 157,833 | 112,710 | 249.8% | $242.55万 | 加仓 |
| HTH | HILLTOP HLDGS INC | $339.85万 | 0.02% | 94,876 | -2,162 | -2.2% | -$7.74万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $340.03万 | 0.02% | 7,651 | 4,130 | 117.3% | $183.55万 | 加仓 |
| XEL | XCEL ENERGY INC | $340.72万 | 0.02% | 42,890 | 17,079 | 66.2% | $135.67万 | 加仓 |
| NTAP | NETAPP INC | $340.72万 | 0.02% | 33,277 | -43,242 | -56.5% | -$442.76万 | 减仓 |
| STPZ | PIMCO ETF TR | $340.83万 | 0.02% | 62,993 | 6,525 | 11.6% | $35.30万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $341.28万 | 0.02% | 74,563 | 44,105 | 144.8% | $201.87万 | 加仓 |
| VFH | VANGUARD WORLD FD | $341.41万 | 0.02% | 28,260 | 9,494 | 50.6% | $114.70万 | 加仓 |
| MCHI | ISHARES TR | $342.64万 | 0.02% | 60,989 | 56,278 | 1,194.6% | $316.17万 | 加仓 |
| GOOGL | ALPHABET INC 看跌期权 | $345.07万 | 0.02% | 12,000 | 12,000 | — | $345.07万 | 新建仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $347.70万 | 0.02% | 52,004 | 12,908 | 33.0% | $86.30万 | 加仓 |
| IBMP | ISHARES TR | $348.38万 | 0.02% | 136,941 | 10,450 | 8.3% | $26.58万 | 加仓 |
| ADBE | ADOBE INC | $348.42万 | 0.02% | 14,334 | -270 | -1.8% | -$6.56万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $350.07万 | 0.02% | 19,426 | 11,123 | 134.0% | $200.45万 | 加仓 |
| FBNC | FIRST BANCORP N C | $351.60万 | 0.02% | 62,395 | 62,395 | — | $351.60万 | 新建仓 |
| ZTS | ZOETIS INC | $351.71万 | 0.02% | 29,753 | 20,228 | 212.4% | $239.11万 | 加仓 |
| CSW | CSW INDUSTRIALS INC | $351.84万 | 0.02% | 13,502 | 991 | 7.9% | $25.82万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $352.39万 | 0.02% | 55,139 | -15,844 | -22.3% | -$101.26万 | 减仓 |
| VST | VISTRA CORP | $353.26万 | 0.02% | 23,499 | 18,849 | 405.4% | $283.36万 | 加仓 |
| CATH | GLOBAL X FDS | $354.50万 | 0.02% | 45,362 | 45,362 | — | $354.50万 | 新建仓 |
| PFE | PFIZER INC 看跌期权 | $354.65万 | 0.02% | 126,300 | 120,600 | 2,115.8% | $338.64万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $358.10万 | 0.02% | 111,871 | 9,770 | 9.6% | $31.27万 | 加仓 |
| IBMO | ISHARES TR | $359.98万 | 0.02% | 140,452 | 4,631 | 3.4% | $11.87万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $360.31万 | 0.02% | 54,494 | 5,933 | 12.2% | $39.23万 | 加仓 |
| GM | GENERAL MTRS CO | $360.89万 | 0.02% | 48,441 | 7,039 | 17.0% | $52.44万 | 加仓 |
| IBMQ | ISHARES TR | $361.70万 | 0.02% | 141,678 | 15,753 | 12.5% | $40.22万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $363.51万 | 0.02% | 9,279 | -574 | -5.8% | -$22.49万 | 减仓 |
| MPC | MARATHON PETE CORP | $364.13万 | 0.02% | 14,912 | 4,219 | 39.5% | $103.02万 | 加仓 |
| MLPA | GLOBAL X FDS | $365.25万 | 0.02% | 67,802 | 14,476 | 27.1% | $77.98万 | 加仓 |
| EMXC | ISHARES INC | $365.85万 | 0.02% | 46,510 | 15,735 | 51.1% | $123.77万 | 加仓 |
| — | ADVISORS INNER CIRCLE FD II | $366.51万 | 0.02% | 141,271 | 97,582 | 223.4% | $253.16万 | 加仓 |
| PWZ | INVESCO EXCH TRADED FD TR II | $369.97万 | 0.02% | 154,995 | 154,995 | — | $369.97万 | 新建仓 |
| IJJ | ISHARES TR | $370.39万 | 0.02% | 27,954 | -962 | -3.3% | -$12.75万 | 减仓 |
| O | REALTY INCOME CORP | $371.22万 | 0.02% | 60,676 | 14,405 | 31.1% | $88.13万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $371.38万 | 0.02% | 51,288 | 29,509 | 135.5% | $213.67万 | 加仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $373.21万 | 0.02% | 224,688 | -31,321 | -12.2% | -$52.02万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $373.49万 | 0.02% | 15,718 | 11,095 | 240.0% | $263.64万 | 加仓 |
| S | SENTINELONE INC | $375.11万 | 0.02% | 291,234 | 42,139 | 16.9% | $54.28万 | 加仓 |
| TBIL | RBB FD INC | $375.60万 | 0.02% | 75,332 | 4,648 | 6.6% | $23.17万 | 加仓 |
| HYG | ISHARES TR | $376.85万 | 0.02% | 47,367 | 14,550 | 44.3% | $115.76万 | 加仓 |
| NE | NOBLE CORP PLC | $377.64万 | 0.02% | 76,959 | 12,878 | 20.1% | $63.19万 | 加仓 |
| IEUR | ISHARES TR | $377.91万 | 0.02% | 53,779 | 25,699 | 91.5% | $180.59万 | 加仓 |
| INTU | INTUIT | $378.31万 | 0.02% | 8,749 | 2,581 | 41.8% | $111.60万 | 加仓 |
| IUSV | ISHARES TR | $379.64万 | 0.02% | 37,129 | 24,677 | 198.2% | $252.32万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $381.42万 | 0.02% | 113,977 | 50,761 | 80.3% | $169.87万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $381.62万 | 0.02% | 49,185 | 11,484 | 30.5% | $89.10万 | 加仓 |
| ICOW | PACER FDS TR | $383.12万 | 0.02% | 90,273 | 6,697 | 8.0% | $28.42万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $384.36万 | 0.02% | 8,122 | 1,006 | 14.1% | $47.61万 | 加仓 |
| EMB | ISHARES TR | $386.04万 | 0.02% | 41,098 | 12,610 | 44.3% | $118.45万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $386.71万 | 0.02% | 22,408 | 9,256 | 70.4% | $159.74万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $388.42万 | 0.02% | 22,245 | 12,030 | 117.8% | $210.06万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $388.97万 | 0.02% | 9,334 | 4,215 | 82.3% | $175.65万 | 加仓 |
| ICF | ISHARES TR | $390.12万 | 0.02% | 63,034 | -13,263 | -17.4% | -$82.08万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $394.03万 | 0.02% | 116,680 | 82,050 | 236.9% | $277.08万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $397.10万 | 0.02% | 79,468 | 1,416 | 1.8% | $7.08万 | 加仓 |
| IEV | ISHARES TR | $398.35万 | 0.02% | 58,633 | -2,107 | -3.5% | -$14.31万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $399.67万 | 0.02% | 86,135 | 33,088 | 62.4% | $153.53万 | 加仓 |
| SUSA | ISHARES TR | $401.12万 | 0.02% | 30,365 | 19,631 | 182.9% | $259.32万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $401.90万 | 0.02% | 36,878 | 3,977 | 12.1% | $43.34万 | 加仓 |
| IBDV | ISHARES TR | $404.50万 | 0.02% | 184,786 | 35,172 | 23.5% | $76.99万 | 加仓 |
| NET | CLOUDFLARE INC | $404.75万 | 0.02% | 19,616 | -1,551 | -7.3% | -$32.00万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $406.92万 | 0.02% | 28,104 | 28,104 | — | $406.92万 | 新建仓 |
| DHR | DANAHER CORP DEL | $409.95万 | 0.02% | 21,622 | 5,883 | 37.4% | $111.54万 | 加仓 |
| — | COMTECH TELECOMMUNICATIONS C | $413.69万 | 0.02% | 1,246,044 | -71,486 | -5.4% | -$23.73万 | 减仓 |
| LYFT | LYFT INC | $413.77万 | 0.02% | 311,108 | 47,993 | 18.2% | $63.83万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $414.49万 | 0.02% | 21,220 | 5,568 | 35.6% | $108.76万 | 加仓 |
| APH | AMPHENOL CORP | $415.60万 | 0.02% | 32,892 | 9,575 | 41.1% | $120.98万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $415.70万 | 0.02% | 21,908 | 2,340 | 12.0% | $44.40万 | 加仓 |
| IGOV | ISHARES TR | $416.59万 | 0.02% | 101,458 | -45,562 | -31.0% | -$187.08万 | 减仓 |
| DON | WISDOMTREE TR | $417.28万 | 0.02% | 79,420 | 17,427 | 28.1% | $91.56万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $420.28万 | 0.02% | 42,418 | 21,265 | 100.5% | $210.69万 | 加仓 |
| BLK | BLACKROCK INC | $421.21万 | 0.02% | 4,380 | 1,846 | 72.8% | $177.52万 | 加仓 |
| IJT | ISHARES TR | $423.97万 | 0.02% | 29,298 | -3,072 | -9.5% | -$44.46万 | 减仓 |
| RPM | RPM INTL INC | $424.11万 | 0.02% | 42,667 | 2,407 | 6.0% | $23.93万 | 加仓 |
| SLVM | SYLVAMO CORP | $426.82万 | 0.02% | 101,047 | 612 | 0.6% | $2.59万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $427.79万 | 0.02% | 44,344 | 12,156 | 37.8% | $117.27万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $431.10万 | 0.02% | 24,854 | 11,082 | 80.5% | $192.22万 | 加仓 |
| NOW | SERVICENOW INC | $434.63万 | 0.02% | 41,572 | 16,029 | 62.8% | $167.58万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $434.76万 | 0.02% | 9,054 | 6,474 | 250.9% | $310.88万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $435.18万 | 0.02% | 233,209 | 104,474 | 81.2% | $194.95万 | 加仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $435.25万 | 0.02% | 196,768 | 1,750 | 0.9% | $3.87万 | 加仓 |
| MKL | MARKEL GROUP INC | $438.51万 | 0.02% | 2,291 | 1,574 | 219.5% | $301.27万 | 加仓 |
| WPC | WP CAREY INC | $439.19万 | 0.02% | 64,624 | 5,053 | 8.5% | $34.34万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $441.79万 | 0.02% | 21,679 | -3,922 | -15.3% | -$79.92万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $443.61万 | 0.02% | 159,284 | 42,422 | 36.3% | $118.15万 | 加仓 |
| AZN | ASTRAZENECA PLC | $446.81万 | 0.02% | 22,659 | 22,659 | — | $446.81万 | 新建仓 |