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 |
|---|---|---|---|---|---|---|---|---|
| BUFF | INNOVATOR ETFS TRUST | $625.51万 | 0.03% | 118,738 | 17,566 | 17.4% | $92.54万 | 加仓 |
| PFF | ISHARES TR | $626.57万 | 0.03% | 205,499 | 13,029 | 6.8% | $39.73万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $628.14万 | 0.03% | 41,317 | 13,213 | 47.0% | $200.88万 | 加仓 |
| GUNR | FLEXSHARES TR | $628.37万 | 0.03% | 127,510 | -116 | -0.1% | -$5,716 | 减仓 |
| ISCF | ISHARES TR | $629.19万 | 0.03% | 145,343 | -3,205 | -2.2% | -$13.87万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $635.41万 | 0.03% | 25,810 | -5,040 | -16.3% | -$124.08万 | 减仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $639.51万 | 0.03% | 71,175 | -19,654 | -21.6% | -$176.59万 | 减仓 |
| IBDU | ISHARES TR | $646.29万 | 0.03% | 279,053 | 11,763 | 4.4% | $27.24万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $646.75万 | 0.03% | 125,818 | -2,575 | -2.0% | -$13.24万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $647.18万 | 0.03% | 149,879 | -172,226 | -53.5% | -$743.67万 | 减仓 |
| XME | SPDR SERIES TRUST | $647.23万 | 0.03% | 60,528 | 5,620 | 10.2% | $60.09万 | 加仓 |
| USB | US BANCORP | $652.15万 | 0.03% | 107,970 | -24,114 | -18.3% | -$145.65万 | 减仓 |
| EOG | EOG RES INC | $653.18万 | 0.03% | 50,342 | -903 | -1.8% | -$11.72万 | 减仓 |
| ADI | ANALOG DEVICES INC | $656.76万 | 0.03% | 16,536 | 923 | 5.9% | $36.66万 | 加仓 |
| QQQE | DIREXION SHARES ETF TRUST | $660.13万 | 0.03% | 54,104 | -1,019 | -1.8% | -$12.43万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $661.02万 | 0.03% | 64,559 | 179 | 0.3% | $1.83万 | 加仓 |
| HYD | VANECK ETF TRUST | $678.43万 | 0.03% | 131,708 | 7,300 | 5.9% | $37.60万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $680.91万 | 0.03% | 282,065 | -354 | -0.1% | -$8,546 | 减仓 |
| MPC | MARATHON PETE CORP | $691.01万 | 0.03% | 27,027 | 12,115 | 81.2% | $309.75万 | 加仓 |
| LIN | LINDE PLC | $693.94万 | 0.03% | 13,374 | 171 | 1.3% | $8.87万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $695.85万 | 0.03% | 9,893 | 185 | 1.9% | $13.01万 | 加仓 |
| CSX | CSX CORP | $701.90万 | 0.03% | 147,675 | -9,221 | -5.9% | -$43.83万 | 减仓 |
| SHM | SPDR SERIES TRUST | $703.21万 | 0.03% | 146,608 | -8,774 | -5.6% | -$42.08万 | 减仓 |
| IGV | ISHARES TR | $703.71万 | 0.03% | 77,672 | 43,338 | 126.2% | $392.64万 | 加仓 |
| PYLD | PIMCO ETF TR | $707.91万 | 0.03% | 266,935 | 30,473 | 12.9% | $80.81万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $710.36万 | 0.03% | 179,976 | -49,661 | -21.6% | -$196.01万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $710.64万 | 0.03% | 77,163 | -765 | -1.0% | -$7.05万 | 减仓 |
| MOAT | VANECK ETF TRUST | $710.68万 | 0.03% | 68,361 | 15,398 | 29.1% | $160.08万 | 加仓 |
| DUSB | DIMENSIONAL ETF TRUST | $711.16万 | 0.03% | 140,047 | 13,591 | 10.7% | $69.02万 | 加仓 |
| FDX | FEDEX CORP | $714.52万 | 0.03% | 22,814 | -1,445 | -6.0% | -$45.26万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $715.08万 | 0.03% | 106,348 | 8,259 | 8.4% | $55.53万 | 加仓 |
| NUMV | NUSHARES ETF TR | $716.09万 | 0.03% | 164,656 | -1,169 | -0.7% | -$5.08万 | 减仓 |
| ASML | ASML HLDG NV | $725.52万 | 0.03% | 3,647 | -378 | -9.4% | -$75.20万 | 减仓 |
| SCZ | ISHARES TR | $726.81万 | 0.03% | 88,345 | -7,571 | -7.9% | -$62.29万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $730.36万 | 0.03% | 16,689 | -106 | -0.6% | -$4.64万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $732.29万 | 0.03% | 64,135 | 18,957 | 42.0% | $216.45万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $732.32万 | 0.03% | 31,416 | -1,167 | -3.6% | -$27.20万 | 减仓 |
| AMLP | ALPS ETF TR | $735.57万 | 0.03% | 141,864 | 82,218 | 137.8% | $426.30万 | 加仓 |
| KHC | KRAFT HEINZ CO | $738.94万 | 0.03% | 312,844 | -2,032 | -0.6% | -$4.80万 | 减仓 |
| ISHG | ISHARES TR | $743.75万 | 0.03% | 100,175 | -13,045 | -11.5% | -$96.85万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $750.14万 | 0.03% | 165,449 | 887 | 0.5% | $4.02万 | 加仓 |
| ITA | ISHARES TR | $750.32万 | 0.03% | 30,951 | 3,522 | 12.8% | $85.38万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $750.50万 | 0.03% | 46,459 | 30 | 0.1% | $4,846 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $750.52万 | 0.03% | 47,304 | -54,259 | -53.4% | -$860.87万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $751.22万 | 0.03% | 142,384 | 4,721 | 3.4% | $24.91万 | 加仓 |
| USXF | ISHARES TR | $756.27万 | 0.04% | 108,894 | 12,988 | 13.5% | $90.20万 | 加仓 |
| MS | MORGAN STANLEY | $760.97万 | 0.04% | 36,403 | -2,353 | -6.1% | -$49.19万 | 减仓 |
| TAFM | AB ACTIVE ETFS INC | $765.23万 | 0.04% | 297,986 | 60,934 | 25.7% | $156.48万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $771.84万 | 0.04% | 23,383 | -612 | -2.6% | -$20.20万 | 减仓 |
| COP | CONOCOPHILLIPS | $783.24万 | 0.04% | 75,311 | -7,961 | -9.6% | -$82.80万 | 减仓 |
| BX | BLACKSTONE INC | $784.23万 | 0.04% | 66,647 | -4,501 | -6.3% | -$52.96万 | 减仓 |
| VHT | VANGUARD WORLD FD | $788.09万 | 0.04% | 26,357 | -629 | -2.3% | -$18.81万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $792.43万 | 0.04% | 207,989 | -779 | -0.4% | -$2.97万 | 减仓 |
| BSCS | INVESCO EXCH TRD SLF IDX FD | $794.34万 | 0.04% | 390,049 | 127,251 | 48.4% | $259.15万 | 加仓 |
| PSX | PHILLIPS 66 | $794.72万 | 0.04% | 47,011 | 1,495 | 3.3% | $25.27万 | 加仓 |
| IXUS | ISHARES TR | $797.94万 | 0.04% | 83,606 | 7,050 | 9.2% | $67.29万 | 加仓 |
| SDY | SPDR SERIES TRUST | $799.08万 | 0.04% | 52,509 | 144 | 0.3% | $2.19万 | 加仓 |
| BCI | ABRDN ETFS | $802.08万 | 0.04% | 359,032 | -21,426 | -5.6% | -$47.87万 | 减仓 |
| PJUN | INNOVATOR ETFS TRUST | $807.54万 | 0.04% | 186,800 | 41,343 | 28.4% | $178.73万 | 加仓 |
| IWO | ISHARES TR | $808.34万 | 0.04% | 20,518 | 87 | 0.4% | $3.43万 | 加仓 |
| URI | UNITED RENTALS INC | $811.18万 | 0.04% | 7,165 | -1,088 | -13.2% | -$123.18万 | 减仓 |
| ECL | ECOLAB INC | $817.31万 | 0.04% | 29,335 | -7,274 | -19.9% | -$202.66万 | 减仓 |
| IJS | ISHARES TR | $826.71万 | 0.04% | 60,485 | -3,137 | -4.9% | -$42.88万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $829.58万 | 0.04% | 90,487 | -76,804 | -45.9% | -$704.14万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $831.11万 | 0.04% | 18,429 | 726 | 4.1% | $32.74万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $832.85万 | 0.04% | 83,881 | 17,332 | 26.0% | $172.09万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $834.06万 | 0.04% | 16,376 | 1,448 | 9.7% | $73.75万 | 加仓 |
| SUSA | ISHARES TR | $839.44万 | 0.04% | 54,403 | 24,038 | 79.2% | $370.91万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $842.80万 | 0.04% | 66,695 | -23,036 | -25.7% | -$291.10万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $846.56万 | 0.04% | 17,047 | -847 | -4.7% | -$42.06万 | 减仓 |
| DTH | WISDOMTREE TR | $847.26万 | 0.04% | 156,580 | 5,099 | 3.4% | $27.59万 | 加仓 |
| NHI | NATIONAL HEALTH INVS INC | $854.37万 | 0.04% | 112,016 | 28,089 | 33.5% | $214.24万 | 加仓 |
| ICSH | ISHARES TR | $858.16万 | 0.04% | 169,663 | -993 | -0.6% | -$5.02万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $863.99万 | 0.04% | 304,330 | -42,716 | -12.3% | -$121.27万 | 减仓 |
| IGE | ISHARES TR | $865.32万 | 0.04% | 154,027 | -39,859 | -20.6% | -$223.93万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $865.91万 | 0.04% | 107,486 | 6,944 | 6.9% | $55.94万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $870.48万 | 0.04% | 68,769 | -3,792 | -5.2% | -$48.00万 | 减仓 |
| PTRN | PATTERN GROUP INC | $873.35万 | 0.04% | 346,704 | 346,704 | — | $873.35万 | 新建仓 |
| PAUG | INNOVATOR ETFS TRUST | $876.28万 | 0.04% | 191,998 | 166 | 0.1% | $7,576 | 加仓 |
| SNDK | SANDISK CORP | $877.98万 | 0.04% | 3,871 | 669 | 20.9% | $151.74万 | 加仓 |
| TJX | TJX COS INC NEW | $879.76万 | 0.04% | 58,058 | 8,511 | 17.2% | $128.97万 | 加仓 |
| IYG | ISHARES TR | $884.37万 | 0.04% | 97,752 | -3,583 | -3.5% | -$32.42万 | 减仓 |
| PSEP | INNOVATOR ETFS TRUST | $886.74万 | 0.04% | 192,560 | -33,477 | -14.8% | -$154.16万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $888.48万 | 0.04% | 165,730 | 8,251 | 5.2% | $44.23万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $889.56万 | 0.04% | 245,329 | 30,715 | 14.3% | $111.37万 | 加仓 |
| WM | WASTE MGMT INC DEL | $893.90万 | 0.04% | 40,107 | -3,262 | -7.5% | -$72.70万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $896.12万 | 0.04% | 382,305 | 16,975 | 4.6% | $39.79万 | 加仓 |
| FNV | FRANCO NEV CORP | $900.10万 | 0.04% | 43,183 | -557 | -1.3% | -$11.61万 | 减仓 |
| CART | MAPLEBEAR INC | $900.58万 | 0.04% | 190,197 | 190,197 | — | $900.58万 | 新建仓 |
| VTES | VANGUARD WELLINGTON FD | $901.57万 | 0.04% | 88,991 | 5,204 | 6.2% | $52.72万 | 加仓 |
| POCT | INNOVATOR ETFS TRUST | $901.80万 | 0.04% | 194,313 | -16,382 | -7.8% | -$76.03万 | 减仓 |
| SO | SOUTHERN CO | $902.31万 | 0.04% | 94,275 | -2,726 | -2.8% | -$26.09万 | 减仓 |
| PJUL | INNOVATOR ETFS TRUST | $904.16万 | 0.04% | 185,241 | 17,541 | 10.5% | $85.62万 | 加仓 |
| PAAA | PGIM ETF TR | $906.21万 | 0.04% | 176,753 | 4,498 | 2.6% | $23.06万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $906.65万 | 0.04% | 100,627 | 12,216 | 13.8% | $110.07万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $920.38万 | 0.04% | 108,818 | 105,491 | 3,170.8% | $892.24万 | 加仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $922.74万 | 0.04% | 136,702 | -1,817 | -1.3% | -$12.26万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $923.79万 | 0.04% | 52,280 | -598 | -1.1% | -$10.57万 | 减仓 |
| SNY | SANOFI SA | $931.83万 | 0.04% | 218,432 | 23,491 | 12.1% | $100.21万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $931.87万 | 0.04% | 184,273 | 176 | 0.1% | $8,900 | 加仓 |