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 |
|---|---|---|---|---|---|---|---|---|
| MCHP | MICROCHIP TECHNOLOGY INC. | $450.12万 | 0.02% | 69,667 | 21,312 | 44.1% | $137.70万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $450.46万 | 0.02% | 50,923 | -1,807 | -3.4% | -$15.98万 | 减仓 |
| DFSB | DIMENSIONAL ETF TRUST | $459.98万 | 0.02% | 88,898 | 43,545 | 96.0% | $225.31万 | 加仓 |
| XBI | SPDR SERIES TRUST | $467.30万 | 0.02% | 36,585 | 1,059 | 3.0% | $13.53万 | 加仓 |
| XLRE | SELECT SECTOR SPDR TR | $468.19万 | 0.02% | 114,669 | 3,319 | 3.0% | $13.55万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $469.50万 | 0.02% | 98,182 | 5,926 | 6.4% | $28.34万 | 加仓 |
| ECG | EVERUS CONSTR GROUP | $469.58万 | 0.02% | 39,775 | -105,016 | -72.5% | -$1,239.82万 | 减仓 |
| BOND | PIMCO ETF TR | $470.20万 | 0.02% | 50,953 | 1,153 | 2.3% | $10.64万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $470.97万 | 0.02% | 189,908 | 17,497 | 10.1% | $43.39万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $471.10万 | 0.02% | 47,176 | 4,959 | 11.7% | $49.52万 | 加仓 |
| SHEL | SHELL PLC | $471.18万 | 0.02% | 50,664 | 18,939 | 59.7% | $176.13万 | 加仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $475.65万 | 0.03% | 11,667 | 2,133 | 22.4% | $86.96万 | 加仓 |
| ALK | ALASKA AIR GROUP INC 看跌期权 | $478.14万 | 0.03% | 130,000 | 130,000 | — | $478.14万 | 新建仓 |
| VUSB | VANGUARD BD INDEX FDS | $478.93万 | 0.03% | 96,199 | 7,503 | 8.5% | $37.35万 | 加仓 |
| GEV | GE VERNOVA INC 看涨期权 | $480.10万 | 0.03% | 5,500 | 700 | 14.6% | $61.10万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $482.37万 | 0.03% | 128,393 | 22,231 | 20.9% | $83.52万 | 加仓 |
| OEF | ISHARES TR | $482.93万 | 0.03% | 15,183 | 1,955 | 14.8% | $62.18万 | 加仓 |
| CTVA | CORTEVA INC | $485.34万 | 0.03% | 57,979 | 34,501 | 147.0% | $288.81万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $489.39万 | 0.03% | 167,713 | 8,723 | 5.5% | $25.45万 | 加仓 |
| FLTR | VANECK ETF TRUST | $492.96万 | 0.03% | 193,468 | -90,669 | -31.9% | -$231.02万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $493.44万 | 0.03% | 37,644 | 16,007 | 74.0% | $209.82万 | 加仓 |
| NUSC | NUSHARES ETF TR | $494.46万 | 0.03% | 109,733 | 5,796 | 5.6% | $26.12万 | 加仓 |
| ADI | ANALOG DEVICES INC | $496.70万 | 0.03% | 15,613 | 6,170 | 65.3% | $196.29万 | 加仓 |
| AFL | AFLAC INC | $498.25万 | 0.03% | 45,415 | 7,632 | 20.2% | $83.73万 | 加仓 |
| TTE | TOTALENERGIES SE | $499.24万 | 0.03% | 54,873 | 25,591 | 87.4% | $232.83万 | 加仓 |
| BUFF | INNOVATOR ETFS TRUST | $499.89万 | 0.03% | 101,172 | 78,246 | 341.3% | $386.61万 | 加仓 |
| IXC | ISHARES TR | $501.81万 | 0.03% | 87,105 | -10,266 | -10.5% | -$59.14万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $506.13万 | 0.03% | 19,445 | 2,959 | 17.9% | $77.02万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $506.54万 | 0.03% | 14,315 | 10,087 | 238.6% | $356.93万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $508.03万 | 0.03% | 42,322 | -2,629 | -5.8% | -$31.56万 | 减仓 |
| B | BARRICK MNG CORP 看跌期权 | $509.88万 | 0.03% | 125,000 | 125,000 | — | $509.88万 | 新建仓 |
| ZALT | INNOVATOR ETFS TRUST | $510.05万 | 0.03% | 157,131 | 157,131 | — | $510.05万 | 新建仓 |
| MOAT | VANECK ETF TRUST | $512.15万 | 0.03% | 52,963 | 604 | 1.2% | $5.84万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $513.55万 | 0.03% | 17,894 | 4,017 | 28.9% | $115.29万 | 加仓 |
| BOXX | EA SERIES TRUST | $514.49万 | 0.03% | 44,242 | -1,913 | -4.1% | -$22.25万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $517.59万 | 0.03% | 52,256 | 5,769 | 12.4% | $57.14万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $517.62万 | 0.03% | 65,805 | 29,629 | 81.9% | $233.06万 | 加仓 |
| YUM | YUM BRANDS INC | $520.12万 | 0.03% | 33,452 | 7,200 | 27.4% | $111.95万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $520.52万 | 0.03% | 46,429 | 25,017 | 116.8% | $280.47万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $521.99万 | 0.03% | 66,024 | 3,360 | 5.4% | $26.56万 | 加仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $525.45万 | 0.03% | 267,747 | 158,665 | 145.5% | $311.38万 | 加仓 |
| USXF | ISHARES TR | $529.40万 | 0.03% | 95,906 | 61,065 | 175.3% | $337.08万 | 加仓 |
| ASML | ASML HLDG NV | $531.60万 | 0.03% | 4,025 | 1,602 | 66.1% | $211.58万 | 加仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $536.71万 | 0.03% | 262,798 | 154,023 | 141.6% | $314.56万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $537.97万 | 0.03% | 147,753 | 7,377 | 5.3% | $26.86万 | 加仓 |
| BN | BROOKFIELD CORP | $539.89万 | 0.03% | 133,404 | 82,726 | 163.2% | $334.79万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $543.12万 | 0.03% | 55,123 | 1,343 | 2.5% | $13.23万 | 加仓 |
| IWP | ISHARES TR | $554.11万 | 0.03% | 43,249 | 8,424 | 24.2% | $107.93万 | 加仓 |
| CDW | CDW CORP | $554.63万 | 0.03% | 45,830 | 45,830 | — | $554.63万 | 新建仓 |
| TGT | TARGET CORP | $557.41万 | 0.03% | 45,991 | -1,310 | -2.8% | -$15.88万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $558.05万 | 0.03% | 145,249 | -48,615 | -25.1% | -$186.78万 | 减仓 |
| DFSI | DIMENSIONAL ETF TRUST | $558.76万 | 0.03% | 131,783 | 12,433 | 10.4% | $52.72万 | 加仓 |
| VPU | VANGUARD WORLD FD | $559.20万 | 0.03% | 28,222 | 1,833 | 6.9% | $36.32万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $567.59万 | 0.03% | 127,205 | 59,703 | 88.4% | $266.39万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $569.32万 | 0.03% | 90,829 | -59,337 | -39.5% | -$371.92万 | 减仓 |
| UL | UNILEVER PLC | $578.05万 | 0.03% | 101,465 | 25,625 | 33.8% | $145.99万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $579.33万 | 0.03% | 12,567 | 7,009 | 126.1% | $323.11万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $579.36万 | 0.03% | 16,786 | 3,794 | 29.2% | $130.95万 | 加仓 |
| PFF | ISHARES TR | $583.57万 | 0.03% | 192,470 | 16,972 | 9.7% | $51.46万 | 加仓 |
| GII | SPDR INDEX SHS FDS | $588.12万 | 0.03% | 77,363 | 22,710 | 41.6% | $172.64万 | 加仓 |
| SOXX | ISHARES TR | $592.53万 | 0.03% | 18,029 | 3,498 | 24.1% | $114.96万 | 加仓 |
| XME | SPDR SERIES TRUST | $593.06万 | 0.03% | 54,908 | -4,085 | -6.9% | -$44.12万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $594.09万 | 0.03% | 32,583 | 887 | 2.8% | $16.17万 | 加仓 |
| IDV | ISHARES TR | $594.29万 | 0.03% | 139,635 | 71,021 | 103.5% | $302.27万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $596.60万 | 0.03% | 217,261 | 7,989 | 3.8% | $21.94万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $597.45万 | 0.03% | 101,642 | 18,409 | 22.1% | $108.21万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $598.78万 | 0.03% | 9,708 | 2,193 | 29.2% | $135.26万 | 加仓 |
| TAFM | AB ACTIVE ETFS INC | $599.62万 | 0.03% | 237,052 | 87,828 | 58.9% | $222.16万 | 加仓 |
| ITA | ISHARES TR | $600.01万 | 0.03% | 27,429 | 20,105 | 274.5% | $439.80万 | 加仓 |
| URI | UNITED RENTALS INC | $601.28万 | 0.03% | 8,253 | 6,961 | 538.8% | $507.15万 | 加仓 |
| XJH | ISHARES TR | $602.71万 | 0.03% | 132,844 | 132,844 | — | $602.71万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $604.38万 | 0.03% | 30,487 | 21,956 | 257.4% | $435.26万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $608.40万 | 0.03% | 145,457 | 48,686 | 50.3% | $203.64万 | 加仓 |
| PYLD | PIMCO ETF TR | $619.53万 | 0.03% | 236,462 | 38,537 | 19.5% | $100.97万 | 加仓 |
| ISCF | ISHARES TR | $620.78万 | 0.03% | 148,548 | 39,885 | 36.7% | $166.68万 | 加仓 |
| SHY | ISHARES TR | $621.09万 | 0.03% | 75,220 | 25,617 | 51.6% | $211.52万 | 加仓 |
| IBDU | ISHARES TR | $621.72万 | 0.03% | 267,290 | 37,545 | 16.3% | $87.33万 | 加仓 |
| HYD | VANECK ETF TRUST | $623.78万 | 0.03% | 124,408 | 21,305 | 20.7% | $106.82万 | 加仓 |
| — | NEUBERGER BERMAN ETF TRUST | $637.48万 | 0.03% | 155,149 | 3,102 | 2.0% | $12.75万 | 加仓 |
| MS | MORGAN STANLEY | $637.80万 | 0.03% | 38,756 | 13,699 | 54.7% | $225.44万 | 加仓 |
| COHR | COHERENT CORP | $639.03万 | 0.03% | 26,826 | 1,548 | 6.1% | $36.88万 | 加仓 |
| IWO | ISHARES TR | $641.15万 | 0.03% | 20,431 | 1,858 | 10.0% | $58.31万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $641.26万 | 0.03% | 126,456 | 52,189 | 70.3% | $264.65万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $641.95万 | 0.03% | 30,850 | 14,922 | 93.7% | $310.51万 | 加仓 |
| VDE | VANGUARD WORLD FD | $642.16万 | 0.03% | 37,110 | 345 | 0.9% | $5.97万 | 加仓 |
| NUMV | NUSHARES ETF TR | $642.90万 | 0.03% | 165,825 | 8,671 | 5.5% | $33.62万 | 加仓 |
| CSX | CSX CORP | $644.06万 | 0.03% | 156,896 | 45,911 | 41.4% | $188.46万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $644.35万 | 0.03% | 98,089 | 8,462 | 9.4% | $55.59万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $649.37万 | 0.03% | 118,867 | 26,106 | 28.1% | $142.62万 | 加仓 |
| LIN | LINDE PLC | $654.54万 | 0.03% | 13,203 | 6,891 | 109.2% | $341.62万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $656.55万 | 0.03% | 164,384 | 35,745 | 27.8% | $142.77万 | 加仓 |
| NKE | NIKE INC | $660.76万 | 0.03% | 125,096 | 52,580 | 72.5% | $277.73万 | 加仓 |
| SNA | SNAP ON INC | $661.27万 | 0.03% | 18,206 | 17,539 | 2,629.5% | $637.04万 | 加仓 |
| IXUS | ISHARES TR | $663.29万 | 0.04% | 76,556 | 43,820 | 133.9% | $379.66万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $664.76万 | 0.04% | 88,411 | 56,943 | 181.0% | $428.16万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $666.09万 | 0.04% | 66,549 | 51,673 | 347.4% | $517.20万 | 加仓 |
| SHOP | SHOPIFY INC | $667.75万 | 0.04% | 56,293 | 8,178 | 17.0% | $97.01万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $673.59万 | 0.04% | 137,663 | 24,306 | 21.4% | $118.93万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $674.45万 | 0.04% | 141,335 | 19,423 | 15.9% | $92.69万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $678.77万 | 0.04% | 83,927 | 83,927 | — | $678.77万 | 新建仓 |