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 |
|---|---|---|---|---|---|---|---|---|
| CI | THE CIGNA GROUP | $1,077.68万 | 0.06% | 40,400 | 4,286 | 11.9% | $114.33万 | 加仓 |
| FNV | FRANCO NEV CORP | $1,080.59万 | 0.06% | 43,740 | 3,334 | 8.3% | $82.37万 | 加仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,083.61万 | 0.06% | 108,177 | 100,984 | 1,403.9% | $1,011.55万 | 加仓 |
| FAST | FASTENAL CO | $1,084.11万 | 0.06% | 233,644 | 167,305 | 252.2% | $776.30万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1,089.71万 | 0.06% | 80,073 | 22,360 | 38.7% | $304.30万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $1,091.43万 | 0.06% | 267,116 | 18,224 | 7.3% | $74.46万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,097.31万 | 0.06% | 83,757 | 3,642 | 4.5% | $47.71万 | 加仓 |
| COP | CONOCOPHILLIPS | $1,099.19万 | 0.06% | 83,272 | 33,580 | 67.6% | $443.25万 | 加仓 |
| ACWX | ISHARES TR | $1,109.65万 | 0.06% | 162,064 | 140,214 | 641.7% | $960.05万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $1,111.71万 | 0.06% | 244,064 | 145 | 0.1% | $6,605 | 加仓 |
| IGRO | ISHARES TR | $1,112.87万 | 0.06% | 132,849 | 12,906 | 10.8% | $108.11万 | 加仓 |
| SPMD | SPDR SERIES TRUST | $1,119.65万 | 0.06% | 189,067 | 108,893 | 135.8% | $644.86万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $1,131.09万 | 0.06% | 272,159 | -4,582 | -1.7% | -$19.04万 | 减仓 |
| EDD | MORGAN STANLEY EMERGING MKTS | $1,138.46万 | 0.06% | 2,245,480 | 68,078 | 3.1% | $34.52万 | 加仓 |
| EEM | ISHARES TR | $1,145.20万 | 0.06% | 201,656 | 72,852 | 56.6% | $413.73万 | 加仓 |
| LQD | ISHARES TR | $1,145.49万 | 0.06% | 105,100 | 11,643 | 12.5% | $126.90万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,148.72万 | 0.06% | 128,219 | 60,064 | 88.1% | $538.11万 | 加仓 |
| IBDS | ISHARES TR | $1,172.77万 | 0.06% | 483,816 | 46,459 | 10.6% | $112.62万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,181.93万 | 0.06% | 147,594 | 128,250 | 663.0% | $1,027.02万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $1,183.21万 | 0.06% | 154,003 | 3,840 | 2.6% | $29.50万 | 加仓 |
| MINT | PIMCO ETF TR | $1,191.43万 | 0.06% | 118,468 | -21,636 | -15.4% | -$217.59万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,191.94万 | 0.06% | 215,326 | 40,841 | 23.4% | $226.08万 | 加仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $1,196.78万 | 0.06% | 206,648 | 27,258 | 15.2% | $157.86万 | 加仓 |
| PJAN | INNOVATOR ETFS TRUST | $1,209.27万 | 0.06% | 262,143 | 101,398 | 63.1% | $467.75万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $1,212.15万 | 0.06% | 358,729 | -11,448 | -3.1% | -$38.68万 | 减仓 |
| IGE | ISHARES TR | $1,220.32万 | 0.06% | 193,886 | -83,209 | -30.0% | -$523.72万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $1,225.10万 | 0.06% | 245,265 | -185,668 | -43.1% | -$927.41万 | 减仓 |
| VOTE | TCW ETF TRUST | $1,227.02万 | 0.06% | 160,815 | 160,815 | — | $1,227.02万 | 新建仓 |
| ABNB | AIRBNB INC | $1,230.17万 | 0.07% | 97,416 | 44,633 | 84.6% | $563.63万 | 加仓 |
| ESML | ISHARES TR | $1,232.06万 | 0.07% | 262,028 | 192,544 | 277.1% | $905.34万 | 加仓 |
| NEM | NEWMONT CORP | $1,236.28万 | 0.07% | 114,206 | 29,657 | 35.1% | $321.04万 | 加仓 |
| XYZ | BLOCK INC | $1,240.29万 | 0.07% | 206,096 | 22,807 | 12.4% | $137.25万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,242.66万 | 0.07% | 247,541 | 86,879 | 54.1% | $436.13万 | 加仓 |
| UNP | UNION PAC CORP | $1,245.26万 | 0.07% | 51,325 | 28,475 | 124.6% | $690.87万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1,250.57万 | 0.07% | 89,731 | 6,681 | 8.0% | $93.11万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1,251.66万 | 0.07% | 63,123 | 34,903 | 123.7% | $692.09万 | 加仓 |
| GEV | GE VERNOVA INC | $1,255.63万 | 0.07% | 14,385 | 4,178 | 40.9% | $364.69万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $1,279.70万 | 0.07% | 425,572 | 425,572 | — | $1,279.70万 | 新建仓 |
| AVUV | AMERICAN CENTY ETF TR | $1,290.36万 | 0.07% | 116,807 | 5,400 | 4.8% | $59.65万 | 加仓 |
| NVS | NOVARTIS AG | $1,290.99万 | 0.07% | 84,517 | 17,935 | 26.9% | $273.96万 | 加仓 |
| EMLC | VANECK ETF TRUST | $1,296.37万 | 0.07% | 516,278 | 66,302 | 14.7% | $166.48万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,310.05万 | 0.07% | 99,989 | 9,248 | 10.2% | $121.17万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,310.74万 | 0.07% | 609,930 | 6,738 | 1.1% | $14.48万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1,328.70万 | 0.07% | 80,954 | 70,322 | 661.4% | $1,154.19万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,332.43万 | 0.07% | 73,038 | 30,146 | 70.3% | $549.95万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,342.42万 | 0.07% | 69,147 | 9,224 | 15.4% | $179.07万 | 加仓 |
| — | EA SERIES TRUST | $1,343.57万 | 0.07% | 445,414 | 67,444 | 17.8% | $203.44万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,367.32万 | 0.07% | 222,980 | 4,100 | 1.9% | $25.14万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,375.98万 | 0.07% | 427,058 | 35,567 | 9.1% | $114.60万 | 加仓 |
| OKE | ONEOK INC NEW | $1,383.70万 | 0.07% | 153,081 | 36,686 | 31.5% | $331.60万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,384.42万 | 0.07% | 123,311 | 32,168 | 35.3% | $361.15万 | 加仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,384.89万 | 0.07% | 337,037 | 48,924 | 17.0% | $201.03万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,393.08万 | 0.07% | 67,691 | 35,996 | 113.6% | $740.80万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $1,393.90万 | 0.07% | 194,326 | 32,638 | 20.2% | $234.11万 | 加仓 |
| DVY | ISHARES TR | $1,396.54万 | 0.07% | 92,235 | 9,503 | 11.5% | $143.89万 | 加仓 |
| MCK | MCKESSON CORP | $1,396.75万 | 0.07% | 16,141 | 967 | 6.4% | $83.68万 | 加仓 |
| NULG | NUSHARES ETF TR | $1,413.67万 | 0.07% | 155,451 | 25,904 | 20.0% | $235.57万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $1,415.05万 | 0.07% | 207,030 | -49,020 | -19.1% | -$335.05万 | 减仓 |
| SMLF | ISHARES TR | $1,418.81万 | 0.08% | 187,947 | 40,080 | 27.1% | $302.56万 | 加仓 |
| ESGE | ISHARES INC | $1,422.89万 | 0.08% | 312,930 | 82,853 | 36.0% | $376.73万 | 加仓 |
| IBDR | ISHARES TR | $1,423.52万 | 0.08% | 587,263 | 43,427 | 8.0% | $105.27万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $1,425.83万 | 0.08% | 167,291 | 74,473 | 80.2% | $634.74万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,433.43万 | 0.08% | 305,309 | 40,233 | 15.2% | $188.89万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $1,439.37万 | 0.08% | 3,419 | 2,711 | 382.9% | $1,141.31万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $1,456.88万 | 0.08% | 322,105 | 183,908 | 133.1% | $831.81万 | 加仓 |
| HEGD | LISTED FDS TR | $1,465.09万 | 0.08% | 593,152 | 100,005 | 20.3% | $247.01万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,474.94万 | 0.08% | 575,698 | 5,394 | 0.9% | $13.82万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,483.99万 | 0.08% | 73,110 | 13,354 | 22.3% | $271.06万 | 加仓 |
| MGC | VANGUARD WORLD FD | $1,488.71万 | 0.08% | 62,988 | -6,486 | -9.3% | -$153.30万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $1,489.01万 | 0.08% | 101,563 | 67,048 | 194.3% | $982.99万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,492.40万 | 0.08% | 246,068 | 64,933 | 35.8% | $393.82万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,494.86万 | 0.08% | 379,022 | -7,726 | -2.0% | -$30.47万 | 减仓 |
| SLV | ISHARES SILVER TR | $1,495.33万 | 0.08% | 219,450 | 23,148 | 11.8% | $157.73万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,495.44万 | 0.08% | 45,511 | 25,008 | 122.0% | $821.73万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,503.58万 | 0.08% | 19,460 | 7,396 | 61.3% | $571.45万 | 加仓 |
| HSY | HERSHEY CO | $1,509.99万 | 0.08% | 72,634 | 1,060 | 1.5% | $22.04万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,524.46万 | 0.08% | 70,388 | -30,459 | -30.2% | -$659.68万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1,544.60万 | 0.08% | 39,564 | 10,029 | 34.0% | $391.54万 | 加仓 |
| IWN | ISHARES TR | $1,548.73万 | 0.08% | 81,688 | 20,543 | 33.6% | $389.48万 | 加仓 |
| WMB | WILLIAMS COS INC | $1,554.39万 | 0.08% | 213,574 | 31,600 | 17.4% | $229.98万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,555.92万 | 0.08% | 22 | 4 | 22.2% | $282.89万 | 加仓 |
| SHV | ISHARES TR | $1,575.96万 | 0.08% | 142,763 | -2,408 | -1.7% | -$26.58万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,587.74万 | 0.08% | 18,768 | 4,890 | 35.2% | $413.68万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,590.19万 | 0.08% | 78,262 | -5,879 | -7.0% | -$119.45万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,600.94万 | 0.08% | 174,699 | 58,690 | 50.6% | $537.84万 | 加仓 |
| VGT | VANGUARD WORLD FD | $1,601.34万 | 0.08% | 22,951 | 4,254 | 22.8% | $296.81万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,603.18万 | 0.08% | 198,881 | -47,779 | -19.4% | -$385.15万 | 减仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,627.12万 | 0.09% | 117,634 | 15,964 | 15.7% | $220.81万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $1,627.71万 | 0.09% | 382,630 | 209,194 | 120.6% | $889.91万 | 加仓 |
| C | CITIGROUP INC | $1,638.93万 | 0.09% | 144,514 | 60,083 | 71.2% | $681.40万 | 加仓 |
| SBR | SABINE RTY TR | $1,664.75万 | 0.09% | 221,967 | 135,578 | 156.9% | $1,016.83万 | 加仓 |
| AAEQ | EA SERIES TRUST | $1,673.51万 | 0.09% | 359,759 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $1,684.40万 | 0.09% | 78,835 | 16,942 | 27.4% | $361.99万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,707.76万 | 0.09% | 39,352 | 31,434 | 397.0% | $1,364.14万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $1,725.34万 | 0.09% | 129,822 | 36,198 | 38.7% | $481.07万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,732.42万 | 0.09% | 516,678 | 59,773 | 13.1% | $200.42万 | 加仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $1,754.41万 | 0.09% | 233,609 | 117,209 | 100.7% | $880.24万 | 加仓 |
| DSI | ISHARES TR | $1,762.11万 | 0.09% | 145,400 | 41,641 | 40.1% | $504.65万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,786.44万 | 0.09% | 248,358 | 108,813 | 78.0% | $782.69万 | 加仓 |
| NFLX | NETFLIX INC. | $1,787.06万 | 0.09% | 185,861 | 50,121 | 36.9% | $481.91万 | 加仓 |