Beacon Pointe Advisors, LLC
NEWPORT BEACH CA · SEC CIK 0001744317
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| RKLB | ROCKET LAB CORP | $287.42万 | 0.01% | 28,284 | 600 | 2.2% | $6.10万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $287.46万 | 0.01% | 57,058 | 164 | 0.3% | $8,262 | 加仓 |
| CME | CME GROUP INC | $288.09万 | 0.01% | 13,046 | 4,526 | 53.1% | $99.95万 | 加仓 |
| TTE | TOTALENERGIES SE | $290.28万 | 0.01% | 37,330 | -17,543 | -32.0% | -$136.42万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $291.97万 | 0.01% | 7,555 | 458 | 6.5% | $17.70万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $294.23万 | 0.01% | 74,488 | 69,609 | 1,426.7% | $274.96万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $294.69万 | 0.01% | 198,047 | 2,325 | 1.2% | $3.46万 | 加仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $295.50万 | 0.01% | 58,619 | 28,635 | 95.5% | $144.35万 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $296.12万 | 0.01% | 106,061 | -15,075 | -12.4% | -$42.09万 | 减仓 |
| TWLO | TWILIO INC | $297.18万 | 0.01% | 14,403 | -141 | -1.0% | -$2.91万 | 减仓 |
| EMB | ISHARES TR | $297.61万 | 0.01% | 30,860 | -10,238 | -24.9% | -$98.74万 | 减仓 |
| HESM | HESS MIDSTREAM LP | $298.30万 | 0.01% | 79,334 | 12,296 | 18.3% | $46.23万 | 加仓 |
| SMMV | ISHARES TR | $299.29万 | 0.01% | 65,006 | 161 | 0.2% | $7,412 | 加仓 |
| FPE | FIRST TR EXCH TRADED FD III | $300.13万 | 0.01% | 167,859 | 6,277 | 3.9% | $11.22万 | 加仓 |
| IVES | WEDBUSH SER TR | $300.33万 | 0.01% | 78,827 | 78,827 | — | $300.33万 | 新建仓 |
| IWS | ISHARES TR | $300.59万 | 0.01% | 18,262 | 877 | 5.0% | $14.44万 | 加仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $301.46万 | 0.01% | 31,911 | 1,007 | 3.3% | $9.51万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $301.81万 | 0.01% | 7,730 | -392 | -4.8% | -$15.31万 | 减仓 |
| KRP | KIMBELL RTY PARTNERS LP | $301.97万 | 0.01% | 207,823 | 21,616 | 11.6% | $31.41万 | 加仓 |
| USFR | WISDOMTREE TR | $302.10万 | 0.01% | 60,000 | 60,000 | — | $302.10万 | 新建仓 |
| PLD | PROLOGIS INC. | $303.81万 | 0.01% | 22,427 | -1,924 | -7.9% | -$26.06万 | 减仓 |
| UL | UNILEVER PLC | $304.32万 | 0.01% | 50,618 | -50,847 | -50.1% | -$305.69万 | 减仓 |
| AIQ | GLOBAL X FDS | $306.14万 | 0.01% | 46,661 | -349 | -0.7% | -$2.29万 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $306.79万 | 0.01% | 56,782 | 18 | 0.0% | $973 | 加仓 |
| — | INNOVATOR ETFS TRUST | $306.92万 | 0.01% | 99,760 | -216 | -0.2% | -$6,645 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $314.15万 | 0.01% | 18,848 | -6,006 | -24.2% | -$100.10万 | 减仓 |
| TFLO | ISHARES TR | $317.24万 | 0.01% | 62,659 | -4,162 | -6.2% | -$21.07万 | 减仓 |
| D | DOMINION ENERGY INC | $317.77万 | 0.01% | 46,532 | -1,555 | -3.2% | -$10.62万 | 减仓 |
| DMXF | ISHARES TR | $318.04万 | 0.01% | 37,593 | 7,295 | 24.1% | $61.72万 | 加仓 |
| O | REALTY INCOME CORP | $318.27万 | 0.01% | 51,366 | -9,310 | -15.3% | -$57.69万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $318.44万 | 0.01% | 63,057 | 3,130 | 5.2% | $15.81万 | 加仓 |
| STPZ | PIMCO ETF TR | $319.50万 | 0.01% | 59,898 | -3,095 | -4.9% | -$16.51万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $319.71万 | 0.01% | 69,959 | 69,959 | — | $319.71万 | 新建仓 |
| WEC | WEC ENERGY GROUP INC | $320.05万 | 0.01% | 27,409 | -397 | -1.4% | -$4.64万 | 减仓 |
| EYLD | CAMBRIA ETF TR | $321.13万 | 0.01% | 70,719 | 27,907 | 65.2% | $126.73万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $321.76万 | 0.01% | 63,514 | 11,820 | 22.9% | $59.88万 | 加仓 |
| PWR | QUANTA SVCS INC | $322.93万 | 0.01% | 4,485 | 1,783 | 66.0% | $128.38万 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $323.32万 | 0.02% | 3,852 | 1,227 | 46.7% | $102.99万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $324.40万 | 0.02% | 44,246 | -10,221 | -18.8% | -$74.94万 | 减仓 |
| ICF | ISHARES TR | $325.21万 | 0.02% | 48,087 | -14,947 | -23.7% | -$101.09万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $325.75万 | 0.02% | 60,888 | 13,571 | 28.7% | $72.61万 | 加仓 |
| IGM | ISHARES TR | $326.05万 | 0.02% | 19,932 | -941 | -4.5% | -$15.39万 | 减仓 |
| TFI | SPDR SERIES TRUST | $328.19万 | 0.02% | 71,658 | -2,893 | -3.9% | -$13.25万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $328.62万 | 0.02% | 18,299 | -1,127 | -5.8% | -$20.24万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $329.49万 | 0.02% | 37,214 | -97 | -0.3% | -$8,588 | 减仓 |
| CTVA | CORTEVA INC | $331.69万 | 0.02% | 39,166 | -18,813 | -32.4% | -$159.33万 | 减仓 |
| IGOV | ISHARES TR | $333.12万 | 0.02% | 81,190 | -20,268 | -20.0% | -$83.16万 | 减仓 |
| SHEL | SHELL PLC | $335.74万 | 0.02% | 43,299 | -7,365 | -14.5% | -$57.11万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $336.22万 | 0.02% | 30,390 | 1,082 | 3.7% | $11.97万 | 加仓 |
| IXC | ISHARES TR | $337.26万 | 0.02% | 68,647 | -18,458 | -21.2% | -$90.68万 | 减仓 |
| DEM | WISDOMTREE TR | $338.03万 | 0.02% | 62,843 | -1,893 | -2.9% | -$10.18万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $339.67万 | 0.02% | 19,880 | 19,880 | — | $339.67万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $340.73万 | 0.02% | 120,697 | 1,971 | 1.7% | $5.56万 | 加仓 |
| RDDT | REDDIT INC | $341.18万 | 0.02% | 19,655 | -286 | -1.4% | -$4.96万 | 减仓 |
| DGCB | DIMENSIONAL ETF TRUST | $342.95万 | 0.02% | 62,731 | 49,794 | 384.9% | $272.22万 | 加仓 |
| IBDW | ISHARES TR | $343.16万 | 0.02% | 164,663 | 10,959 | 7.1% | $22.84万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $345.67万 | 0.02% | 101,669 | -10,202 | -9.1% | -$34.69万 | 减仓 |
| IBMO | ISHARES TR | $346.25万 | 0.02% | 135,041 | -5,411 | -3.9% | -$13.87万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $348.04万 | 0.02% | 46,467 | 19,479 | 72.2% | $145.90万 | 加仓 |
| IHE | ISHARES TR | $351.18万 | 0.02% | 35,469 | -1,197 | -3.3% | -$11.85万 | 减仓 |
| IBMP | ISHARES TR | $351.23万 | 0.02% | 138,170 | 1,229 | 0.9% | $3.12万 | 加仓 |
| VFH | VANGUARD WORLD FD | $353.06万 | 0.02% | 26,828 | -1,432 | -5.1% | -$18.85万 | 减仓 |
| HACK | AMPLIFY ETF TR | $353.34万 | 0.02% | 33,674 | 19,006 | 129.6% | $199.43万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $353.82万 | 0.02% | 24,216 | -506 | -2.0% | -$7.39万 | 减仓 |
| GM | GENERAL MTRS CO | $357.09万 | 0.02% | 46,327 | -2,114 | -4.4% | -$16.29万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $358.53万 | 0.02% | 19,970 | -1,938 | -8.8% | -$34.79万 | 减仓 |
| NUVB | NUVATION BIO INC | $359.12万 | 0.02% | 632,251 | -11,483 | -1.8% | -$6.52万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $359.14万 | 0.02% | 21,953 | -455 | -2.0% | -$7.44万 | 减仓 |
| IJK | ISHARES TR | $361.49万 | 0.02% | 30,765 | -2,369 | -7.1% | -$27.84万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $361.73万 | 0.02% | 143,429 | 58,438 | 68.8% | $147.38万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $362.09万 | 0.02% | 72,840 | -1,723 | -2.3% | -$8.56万 | 减仓 |
| CIEN | CIENA CORP | $362.38万 | 0.02% | 7,387 | 1,008 | 15.8% | $49.45万 | 加仓 |
| IBMQ | ISHARES TR | $363.55万 | 0.02% | 142,123 | 445 | 0.3% | $1.14万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $365.99万 | 0.02% | 16,897 | -447 | -2.6% | -$9.68万 | 减仓 |
| ALL | ALLSTATE CORP | $367.71万 | 0.02% | 15,461 | 1,052 | 7.3% | $25.02万 | 加仓 |
| HTH | HILLTOP HLDGS INC | $367.93万 | 0.02% | 94,876 | 0 | 0.0% | — | 不变 |
| HELO | J P MORGAN EXCHANGE TRADED F | $369.37万 | 0.02% | 54,656 | -483 | -0.9% | -$3.26万 | 减仓 |
| HYG | ISHARES TR | $369.53万 | 0.02% | 46,208 | -1,159 | -2.4% | -$9.27万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $371.48万 | 0.02% | 78,702 | 26,364 | 50.4% | $124.44万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $372.20万 | 0.02% | 53,879 | 1,875 | 3.6% | $12.95万 | 加仓 |
| HEFA | ISHARES TR | $377.64万 | 0.02% | 80,478 | 878 | 1.1% | $4.12万 | 加仓 |
| SLVM | SYLVAMO CORP | $381.94万 | 0.02% | 101,041 | -6 | -0.0% | -$227 | 减仓 |
| ACWI | ISHARES TR | $385.33万 | 0.02% | 24,548 | 1,069 | 4.6% | $16.78万 | 加仓 |
| EMGF | ISHARES INC | $386.66万 | 0.02% | 52,779 | 690 | 1.3% | $5.05万 | 加仓 |
| ICOW | PACER FDS TR | $386.68万 | 0.02% | 92,886 | 2,613 | 2.9% | $10.88万 | 加仓 |
| AZN | ASTRAZENECA PLC | $389.98万 | 0.02% | 20,571 | -2,088 | -9.2% | -$39.58万 | 减仓 |
| MLPA | GLOBAL X FDS | $392.41万 | 0.02% | 73,929 | 6,127 | 9.0% | $32.52万 | 加仓 |
| GOOGL | ALPHABET INC 看涨期权 | $393.11万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $393.70万 | 0.02% | 95,908 | -29,188 | -23.3% | -$119.82万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $394.87万 | 0.02% | 146,955 | 5,684 | 4.0% | $15.27万 | 加仓 |
| FBNC | FIRST BANCORP N C | $396.58万 | 0.02% | 62,033 | -362 | -0.6% | -$2.31万 | 减仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $398.94万 | 0.02% | 51,297 | 9 | 0.0% | $700 | 加仓 |
| GMF | SPDR INDEX SHS FDS | $399.14万 | 0.02% | 25,428 | 1,600 | 6.7% | $25.12万 | 加仓 |
| DHR | DANAHER CORP DEL | $399.81万 | 0.02% | 20,988 | -634 | -2.9% | -$12.08万 | 减仓 |
| EMXC | ISHARES INC | $399.82万 | 0.02% | 39,083 | -7,427 | -16.0% | -$75.98万 | 减仓 |
| IEV | ISHARES TR | $401.96万 | 0.02% | 55,176 | -3,457 | -5.9% | -$25.18万 | 减仓 |
| IJJ | ISHARES TR | $403.12万 | 0.02% | 27,288 | -666 | -2.4% | -$9.84万 | 减仓 |
| VST | VISTRA CORP | $405.56万 | 0.02% | 25,566 | 2,067 | 8.8% | $32.79万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $409.34万 | 0.02% | 119,446 | 5,469 | 4.8% | $18.74万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $411.55万 | 0.02% | 18,774 | -2,905 | -13.4% | -$63.68万 | 减仓 |