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 |
|---|---|---|---|---|---|---|---|---|
| RPM | RPM INTL INC | $412.64万 | 0.02% | 37,125 | -5,542 | -13.0% | -$61.60万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $415.72万 | 0.02% | 12,421 | 12,421 | — | $415.72万 | 新建仓 |
| MKL | MARKEL GROUP INC | $420.29万 | 0.02% | 2,152 | -139 | -6.1% | -$27.15万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $422.81万 | 0.02% | 43,034 | 712 | 1.7% | $7.00万 | 加仓 |
| LYFT | LYFT INC | $428.10万 | 0.02% | 293,015 | -18,093 | -5.8% | -$26.43万 | 减仓 |
| IBDV | ISHARES TR | $428.98万 | 0.02% | 196,779 | 11,993 | 6.5% | $26.14万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $429.11万 | 0.02% | 8,737 | -597 | -6.4% | -$29.32万 | 减仓 |
| MDB | MONGODB INC | $430.94万 | 0.02% | 12,829 | 912 | 7.7% | $30.63万 | 加仓 |
| DTE | DTE ENERGY CO | $431.44万 | 0.02% | 28,315 | 8,664 | 44.1% | $132.02万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $434.27万 | 0.02% | 118,880 | 2,200 | 1.9% | $8.04万 | 加仓 |
| DON | WISDOMTREE TR | $436.73万 | 0.02% | 77,269 | -2,151 | -2.7% | -$12.16万 | 减仓 |
| — | MORGAN STANLEY BITCOIN TR | $438.90万 | 0.02% | 260,472 | 260,472 | — | $438.90万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $439.90万 | 0.02% | 13,000 | -1,315 | -9.2% | -$44.50万 | 减仓 |
| POWL | POWELL INDS INC | $440.38万 | 0.02% | 15,379 | -212 | -1.4% | -$6.07万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $444.05万 | 0.02% | 37,862 | 984 | 2.7% | $11.54万 | 加仓 |
| TBIL | RBB FD INC | $445.28万 | 0.02% | 89,306 | 13,974 | 18.5% | $69.67万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $445.86万 | 0.02% | 89,566 | -6,633 | -6.9% | -$33.02万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $450.60万 | 0.02% | 60,112 | 12,037 | 25.0% | $90.23万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $450.71万 | 0.02% | 48,266 | -2,657 | -5.2% | -$24.81万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $453.43万 | 0.02% | 11,397 | -1,170 | -9.3% | -$46.55万 | 减仓 |
| NET | CLOUDFLARE INC | $453.96万 | 0.02% | 18,508 | -1,108 | -5.6% | -$27.18万 | 减仓 |
| VPLS | VANGUARD MALVERN FDS | $455.02万 | 0.02% | 58,655 | 9,470 | 19.3% | $73.46万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $458.20万 | 0.02% | 17,309 | 8,881 | 105.4% | $235.10万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $459.60万 | 0.02% | 41,870 | -2,474 | -5.6% | -$27.16万 | 减仓 |
| FLTR | VANECK ETF TRUST | $460.52万 | 0.02% | 179,820 | -13,648 | -7.1% | -$34.95万 | 减仓 |
| WELL | WELLTOWER INC | $460.75万 | 0.02% | 20,305 | 3,900 | 23.8% | $88.50万 | 加仓 |
| CBL | CBL & ASSOC PPTYS INC | $460.84万 | 0.02% | 86,804 | -45 | -0.1% | -$2,389 | 减仓 |
| IJT | ISHARES TR | $461.22万 | 0.02% | 25,824 | -3,474 | -11.9% | -$62.05万 | 减仓 |
| KLAC | KLA CORP | $462.24万 | 0.02% | 15,321 | -42,049 | -73.3% | -$1,268.64万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $464.12万 | 0.02% | 103,622 | -15,245 | -12.8% | -$68.28万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $464.19万 | 0.02% | 13,864 | 1,215 | 9.6% | $40.68万 | 加仓 |
| BOND | PIMCO ETF TR | $469.00万 | 0.02% | 50,862 | -91 | -0.2% | -$8,391 | 减仓 |
| GEV | GE VERNOVA INC 看涨期权 | $469.94万 | 0.02% | 4,000 | -1,500 | -27.3% | -$176.23万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $470.09万 | 0.02% | 197,768 | 1,000 | 0.5% | $2.38万 | 加仓 |
| MEDP | MEDPACE HLDGS INC | $471.92万 | 0.02% | 8,911 | -143 | -1.6% | -$7.57万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $475.51万 | 0.02% | 163,912 | -3,801 | -2.3% | -$11.03万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $476.73万 | 0.02% | 16,406 | -380 | -2.3% | -$11.04万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $478.08万 | 0.02% | 7,485 | -1,406 | -15.8% | -$89.80万 | 减仓 |
| WPC | WP CAREY INC | $478.22万 | 0.02% | 66,884 | 2,260 | 3.5% | $16.16万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $478.94万 | 0.02% | 154,001 | -5,283 | -3.3% | -$16.43万 | 减仓 |
| VDE | VANGUARD WORLD FD | $479.00万 | 0.02% | 31,906 | -5,204 | -14.0% | -$78.13万 | 减仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $480.54万 | 0.02% | 47,768 | 5,350 | 12.6% | $53.82万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $481.51万 | 0.02% | 94,730 | 15,262 | 19.2% | $77.58万 | 加仓 |
| DFSB | DIMENSIONAL ETF TRUST | $483.19万 | 0.02% | 92,724 | 3,826 | 4.3% | $19.94万 | 加仓 |
| TLT | ISHARES TR 看涨期权 | $483.95万 | 0.02% | 56,000 | 56,000 | — | $483.95万 | 新建仓 |
| IYW | ISHARES TR | $487.43万 | 0.02% | 19,325 | 3,290 | 20.5% | $82.98万 | 加仓 |
| IUSV | ISHARES TR | $488.64万 | 0.02% | 44,361 | 7,232 | 19.5% | $79.66万 | 加仓 |
| HYMB | SPDR SERIES TRUST | $494.93万 | 0.02% | 194,548 | 4,640 | 2.4% | $11.80万 | 加仓 |
| COHR | COHERENT CORP | $497.89万 | 0.02% | 12,623 | -14,203 | -52.9% | -$560.22万 | 减仓 |
| AVDV | AMERICAN CENTY ETF TR | $501.32万 | 0.02% | 48,648 | 1,472 | 3.1% | $15.17万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $502.39万 | 0.02% | 67,611 | 13,117 | 24.1% | $97.47万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $503.20万 | 0.02% | 16,609 | 891 | 5.7% | $26.99万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $506.05万 | 0.02% | 104,663 | 6,481 | 6.6% | $31.34万 | 加仓 |
| SPYV | SPDR SERIES TRUST | $508.39万 | 0.02% | 83,631 | 23,649 | 39.4% | $143.76万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $516.41万 | 0.02% | 56,651 | -13,016 | -18.7% | -$118.65万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $516.44万 | 0.02% | 19,093 | -352 | -1.8% | -$9.52万 | 减仓 |
| AFL | AFLAC INC | $518.43万 | 0.02% | 44,220 | -1,195 | -2.6% | -$14.01万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $521.56万 | 0.02% | 63,621 | 21,891 | 52.5% | $179.46万 | 加仓 |
| ARKG | ARK ETF TR | $523.59万 | 0.02% | 124,487 | -1,995 | -1.6% | -$8.39万 | 减仓 |
| XLRE | SELECT SECTOR SPDR TR | $530.62万 | 0.02% | 120,513 | 5,844 | 5.1% | $25.73万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $531.25万 | 0.02% | 38,831 | 1,187 | 3.2% | $16.24万 | 加仓 |
| YUM | YUM BRANDS INC | $531.37万 | 0.02% | 33,239 | -213 | -0.6% | -$3.41万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $534.11万 | 0.02% | 213,303 | 55,470 | 35.1% | $138.90万 | 加仓 |
| ZALT | INNOVATOR ETFS TRUST | $536.11万 | 0.02% | 158,286 | 1,155 | 0.7% | $3.91万 | 加仓 |
| VPU | VANGUARD WORLD FD | $546.45万 | 0.03% | 27,918 | -304 | -1.1% | -$5.95万 | 减仓 |
| BOXX | EA SERIES TRUST | $550.33万 | 0.03% | 47,000 | 2,758 | 6.2% | $32.29万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $552.27万 | 0.03% | 108,394 | 22,259 | 25.8% | $113.41万 | 加仓 |
| DFSI | DIMENSIONAL ETF TRUST | $552.84万 | 0.03% | 122,582 | -9,201 | -7.0% | -$41.50万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $556.88万 | 0.03% | 138,425 | -2,910 | -2.1% | -$11.71万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $558.48万 | 0.03% | 39,826 | 39,826 | — | $558.48万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $560.17万 | 0.03% | 17,809 | -85 | -0.5% | -$2.67万 | 减仓 |
| ECG | EVERUS CONSTR GROUP | $560.61万 | 0.03% | 33,782 | -5,993 | -15.1% | -$99.45万 | 减仓 |
| APH | AMPHENOL CORP | $561.49万 | 0.03% | 31,845 | -1,047 | -3.2% | -$18.46万 | 减仓 |
| CPRT | COPART INC | $564.62万 | 0.03% | 200,292 | -24,531 | -10.9% | -$69.15万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $566.46万 | 0.03% | 109,186 | 57,611 | 111.7% | $298.89万 | 加仓 |
| NUSC | NUSHARES ETF TR | $566.99万 | 0.03% | 108,786 | -947 | -0.9% | -$4.94万 | 减仓 |
| IDV | ISHARES TR | $569.23万 | 0.03% | 137,395 | -2,240 | -1.6% | -$9.28万 | 减仓 |
| QQQJ | INVESCO EXCH TRADED FD TR II | $570.08万 | 0.03% | 125,458 | 84,135 | 203.6% | $382.31万 | 加仓 |
| SHOP | SHOPIFY INC | $573.19万 | 0.03% | 50,200 | -6,093 | -10.8% | -$69.57万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $573.30万 | 0.03% | 66,163 | 358 | 0.5% | $3.10万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $577.18万 | 0.03% | 216,493 | -768 | -0.4% | -$2.05万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $584.78万 | 0.03% | 62,457 | 20,892 | 50.3% | $195.61万 | 加仓 |
| XBI | SPDR SERIES TRUST | $585.26万 | 0.03% | 36,983 | 398 | 1.1% | $6.30万 | 加仓 |
| RGLD | ROYAL GOLD INC | $591.81万 | 0.03% | 29,648 | 117 | 0.4% | $2.34万 | 加仓 |
| ZS | ZSCALER INC | $592.15万 | 0.03% | 41,952 | 24,674 | 142.8% | $348.27万 | 加仓 |
| BN | BROOKFIELD CORP | $593.36万 | 0.03% | 139,319 | 5,915 | 4.4% | $25.19万 | 加仓 |
| ZTS | ZOETIS INC | $593.87万 | 0.03% | 82,642 | 52,889 | 177.8% | $380.06万 | 加仓 |
| BSCT | INVESCO EXCH TRD SLF IDX FD | $596.50万 | 0.03% | 321,131 | 87,922 | 37.7% | $163.32万 | 加仓 |
| SEIQ | SEI EXCHANGE TRADED FUNDS | $597.55万 | 0.03% | 151,625 | 3,872 | 2.6% | $15.26万 | 加仓 |
| — | NEUBERGER BERMAN ETF TRUST | $599.02万 | 0.03% | 153,159 | -1,990 | -1.3% | -$7.78万 | 减仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $600.94万 | 0.03% | 72,736 | 2,734 | 3.9% | $22.59万 | 加仓 |
| PMAR | INNOVATOR ETFS TRUST | $602.81万 | 0.03% | 126,190 | -1,015 | -0.8% | -$4.85万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $611.40万 | 0.03% | 20,880 | -340 | -1.6% | -$9.96万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $615.71万 | 0.03% | 67,817 | 1,793 | 2.7% | $16.28万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $615.82万 | 0.03% | 97,914 | -3,728 | -3.7% | -$23.45万 | 减仓 |
| GII | SPDR INDEX SHS FDS | $616.92万 | 0.03% | 81,484 | 4,121 | 5.3% | $31.20万 | 加仓 |
| IWP | ISHARES TR | $617.28万 | 0.03% | 42,161 | -1,088 | -2.5% | -$15.93万 | 减仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $618.52万 | 0.03% | 315,330 | 47,583 | 17.8% | $93.33万 | 加仓 |
| TGT | TARGET CORP | $620.89万 | 0.03% | 47,540 | 1,549 | 3.4% | $20.23万 | 加仓 |
| XJH | ISHARES TR | $622.42万 | 0.03% | 119,351 | -13,493 | -10.2% | -$70.37万 | 减仓 |