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 |
|---|---|---|---|---|---|---|---|---|
| NEE | NEXTERA ENERGY INC | $1,813.97万 | 0.10% | 195,303 | 30,074 | 18.2% | $279.33万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,842.92万 | 0.10% | 479,677 | 23,033 | 5.0% | $88.49万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,846.67万 | 0.10% | 187,708 | 49,602 | 35.9% | $487.98万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $1,892.58万 | 0.10% | 114,217 | 56,441 | 97.7% | $935.23万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,907.96万 | 0.10% | 38,817 | 19,461 | 100.5% | $956.56万 | 加仓 |
| ENB | ENBRIDGE INC | $1,912.96万 | 0.10% | 353,335 | 12,448 | 3.7% | $67.39万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,914.04万 | 0.10% | 21,380 | 3,017 | 16.4% | $270.10万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $1,917.83万 | 0.10% | 307,099 | 12,177 | 4.1% | $76.05万 | 加仓 |
| RBRK | RUBRIK INC. | $1,919.89万 | 0.10% | 392,054 | 1,834 | 0.5% | $8.98万 | 加仓 |
| IEF | ISHARES TR | $1,934.70万 | 0.10% | 202,713 | 95,714 | 89.5% | $913.50万 | 加仓 |
| — | HONEYWELL INTL INC | $1,946.27万 | 0.10% | 86,107 | 28,359 | 49.1% | $641.00万 | 加仓 |
| MMM | 3M CO | $1,957.43万 | 0.10% | 134,781 | -44,812 | -25.0% | -$650.81万 | 减仓 |
| GE | GE AEROSPACE | $1,999.74万 | 0.11% | 70,470 | 16,531 | 30.6% | $469.10万 | 加仓 |
| BA | BOEING CO | $2,007.14万 | 0.11% | 100,846 | 29,603 | 41.6% | $589.19万 | 加仓 |
| CRM | SALESFORCE INC | $2,012.38万 | 0.11% | 107,804 | 41,358 | 62.2% | $772.03万 | 加仓 |
| SNOW | SNOWFLAKE INC | $2,021.46万 | 0.11% | 134,031 | 7,913 | 6.3% | $119.34万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,054.51万 | 0.11% | 604,801 | -232 | -0.0% | -$7,881 | 减仓 |
| TIP | ISHARES TR | $2,079.24万 | 0.11% | 188,405 | -22,309 | -10.6% | -$246.20万 | 减仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,088.03万 | 0.11% | 616,667 | 53,615 | 9.5% | $181.54万 | 加仓 |
| SPYX | SPDR SERIES TRUST | $2,112.34万 | 0.11% | 398,330 | 4,960 | 1.3% | $26.30万 | 加仓 |
| PTRB | PGIM ETF TR | $2,132.36万 | 0.11% | 513,697 | 421,430 | 456.8% | $1,749.36万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $2,148.17万 | 0.11% | 228,577 | 84,539 | 58.7% | $794.50万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $2,151.56万 | 0.11% | 351,218 | 68,371 | 24.2% | $418.84万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $2,163.54万 | 0.11% | 813,973 | -101,364 | -11.1% | -$269.43万 | 减仓 |
| DFEV | DIMENSIONAL ETF TRUST | $2,167.67万 | 0.11% | 605,833 | -213 | -0.0% | -$7,621 | 减仓 |
| ISTB | ISHARES TR | $2,178.42万 | 0.12% | 449,530 | 15,460 | 3.6% | $74.92万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,185.90万 | 0.12% | 323,653 | 13,095 | 4.2% | $88.44万 | 加仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,191.53万 | 0.12% | 656,738 | 15,360 | 2.4% | $51.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,195.52万 | 0.12% | 928,339 | 75,406 | 8.8% | $178.34万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $2,200.31万 | 0.12% | 485,719 | 479,817 | 8,129.7% | $2,173.57万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $2,234.55万 | 0.12% | 387,673 | 19,934 | 5.4% | $114.90万 | 加仓 |
| SGOV | ISHARES TR | $2,262.52万 | 0.12% | 224,768 | 18,941 | 9.2% | $190.66万 | 加仓 |
| GDX | VANECK ETF TRUST | $2,266.42万 | 0.12% | 246,967 | 34,455 | 16.2% | $316.19万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $2,283.59万 | 0.12% | 88,735 | 16,523 | 22.9% | $425.22万 | 加仓 |
| NULV | NUSHARES ETF TR | $2,301.05万 | 0.12% | 505,725 | 66,200 | 15.1% | $301.21万 | 加仓 |
| VLO | VALERO ENERGY CORP | $2,311.43万 | 0.12% | 93,550 | 27,138 | 40.9% | $670.53万 | 加仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,321.09万 | 0.12% | 246,296 | 188,181 | 323.8% | $1,773.42万 | 加仓 |
| QCOM | QUALCOMM INC | $2,340.61万 | 0.12% | 181,752 | 81,307 | 80.9% | $1,047.07万 | 加仓 |
| CMF | ISHARES TR | $2,340.69万 | 0.12% | 411,658 | 295,864 | 255.5% | $1,682.28万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2,343.53万 | 0.12% | 228,258 | -39,079 | -14.6% | -$401.22万 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,344.40万 | 0.12% | 393,686 | 25,941 | 7.1% | $154.48万 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,389.42万 | 0.13% | 951,961 | -50,695 | -5.1% | -$127.24万 | 减仓 |
| GBCI | GLACIER BANCORP INC NEW | $2,418.90万 | 0.13% | 541,505 | 5,779 | 1.1% | $25.81万 | 加仓 |
| ORCL | ORACLE CORP | $2,440.67万 | 0.13% | 165,908 | 5,710 | 3.6% | $84.00万 | 加仓 |
| DIS | DISNEY WALT CO | $2,442.43万 | 0.13% | 253,417 | 79,923 | 46.1% | $770.30万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,456.20万 | 0.13% | 309,853 | 28,231 | 10.0% | $223.79万 | 加仓 |
| CB | CHUBB LTD SWITZ | $2,466.82万 | 0.13% | 75,685 | 26,438 | 53.7% | $861.70万 | 加仓 |
| MO | ALTRIA GROUP INC | $2,509.26万 | 0.13% | 380,245 | 25,958 | 7.3% | $171.30万 | 加仓 |
| ESGU | ISHARES TR | $2,513.11万 | 0.13% | 177,705 | 59,912 | 50.9% | $847.28万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,555.28万 | 0.14% | 359,241 | 29,747 | 9.0% | $211.59万 | 加仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $2,598.93万 | 0.14% | 277,249 | 45,973 | 19.9% | $430.95万 | 加仓 |
| IGSB | ISHARES TR | $2,631.77万 | 0.14% | 500,718 | -17,913 | -3.5% | -$94.15万 | 减仓 |
| VV | VANGUARD INDEX FDS | $2,652.40万 | 0.14% | 88,753 | 2,095 | 2.4% | $62.61万 | 加仓 |
| MGV | VANGUARD WORLD FD | $2,657.39万 | 0.14% | 183,332 | 166,266 | 974.3% | $2,410.02万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2,666.82万 | 0.14% | 78,912 | 50,104 | 173.9% | $1,693.26万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,695.39万 | 0.14% | 303,877 | 30,432 | 11.1% | $269.93万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $2,745.07万 | 0.15% | 1,011,074 | 265,332 | 35.6% | $720.38万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $2,752.24万 | 0.15% | 90,989 | 14,466 | 18.9% | $437.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,857.78万 | 0.15% | 815,577 | -97,037 | -10.6% | -$340.02万 | 减仓 |
| T | AT&T INC | $2,858.89万 | 0.15% | 986,165 | 85,293 | 9.5% | $247.26万 | 加仓 |
| LOW | LOWES COS INC | $2,863.19万 | 0.15% | 121,178 | 55,644 | 84.9% | $1,314.75万 | 加仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $2,901.75万 | 0.15% | 350,665 | 65,926 | 23.2% | $545.54万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $2,933.40万 | 0.16% | 159,181 | 28,389 | 21.7% | $523.15万 | 加仓 |
| KO | COCA COLA CO | $2,953.81万 | 0.16% | 388,392 | 110,702 | 39.9% | $841.91万 | 加仓 |
| BAC | BANK AMERICA CORP | $3,031.45万 | 0.16% | 621,837 | 132,240 | 27.0% | $644.67万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,035.70万 | 0.16% | 802,248 | 169,414 | 26.8% | $641.06万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,036.81万 | 0.16% | 1,044,296 | 190,768 | 22.4% | $554.75万 | 加仓 |
| IWR | ISHARES TR | $3,092.56万 | 0.16% | 318,067 | 52,793 | 19.9% | $513.31万 | 加仓 |
| MTUM | ISHARES TR | $3,184.13万 | 0.17% | 132,677 | 11,692 | 9.7% | $280.60万 | 加仓 |
| — | UNIFIED SER TR | $3,198.14万 | 0.17% | 847,189 | 399,582 | 89.3% | $1,508.42万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $3,217.04万 | 0.17% | 1,067,012 | 1,058,597 | 12,579.9% | $3,191.67万 | 加仓 |
| FTNT | FORTINET INC | $3,223.92万 | 0.17% | 394,508 | 17,407 | 4.6% | $142.25万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $3,228.32万 | 0.17% | 1,323,625 | 47,366 | 3.7% | $115.53万 | 加仓 |
| PFE | PFIZER INC | $3,297.57万 | 0.17% | 1,174,349 | 213,796 | 22.3% | $600.34万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,321.46万 | 0.18% | 122,749 | 40,055 | 48.4% | $1,083.85万 | 加仓 |
| MGK | VANGUARD WORLD FD | $3,477.65万 | 0.18% | 94,646 | 87,624 | 1,247.8% | $3,219.64万 | 加仓 |
| IVE | ISHARES TR | $3,481.51万 | 0.18% | 164,883 | 18,714 | 12.8% | $395.15万 | 加仓 |
| ESGD | ISHARES TR | $3,525.31万 | 0.19% | 368,679 | 153,891 | 71.6% | $1,471.51万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $3,569.40万 | 0.19% | 59,058 | 13,896 | 30.8% | $839.86万 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $3,612.71万 | 0.19% | 791,394 | 133,342 | 20.3% | $608.71万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $3,655.24万 | 0.19% | 453,616 | -10,781 | -2.3% | -$86.87万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $3,701.98万 | 0.20% | 253,075 | 19,137 | 8.2% | $279.94万 | 加仓 |
| ET | ENERGY TRANSFER L P | $3,711.34万 | 0.20% | 1,922,976 | 257,872 | 15.5% | $497.69万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3,740.05万 | 0.20% | 74,852 | 19,158 | 34.4% | $957.25万 | 加仓 |
| PEP | PEPSICO INC | $3,764.95万 | 0.20% | 242,447 | 98,759 | 68.7% | $1,533.63万 | 加仓 |
| MCD | MCDONALDS CORP | $3,781.38万 | 0.20% | 121,670 | 33,124 | 37.4% | $1,029.46万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $3,896.83万 | 0.21% | 179,371 | 21,458 | 13.6% | $466.17万 | 加仓 |
| IVW | ISHARES TR | $3,939.72万 | 0.21% | 348,309 | 45,650 | 15.1% | $516.35万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $3,957.86万 | 0.21% | 267,243 | 37,806 | 16.5% | $559.91万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $3,970.09万 | 0.21% | 247,635 | 53,787 | 27.7% | $862.31万 | 加仓 |
| CSCO | CISCO SYS INC | $3,975.28万 | 0.21% | 512,345 | 112,092 | 28.0% | $869.72万 | 加仓 |
| IAU | ISHARES GOLD TR | $4,015.42万 | 0.21% | 455,470 | 147,746 | 48.0% | $1,302.53万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $4,021.01万 | 0.21% | 709,422 | 233,581 | 49.1% | $1,323.94万 | 加仓 |
| AMGN | AMGEN INC | $4,026.73万 | 0.21% | 114,444 | 35,074 | 44.2% | $1,234.08万 | 加仓 |
| WFC | WELLS FARGO & CO | $4,060.70万 | 0.21% | 510,074 | 127,285 | 33.3% | $1,013.32万 | 加仓 |
| RTX | RTX CORPORATION | $4,066.67万 | 0.22% | 210,818 | 53,027 | 33.6% | $1,022.89万 | 加仓 |
| IWM | ISHARES TR | $4,089.54万 | 0.22% | 164,901 | 85,087 | 106.6% | $2,110.15万 | 加仓 |
| SUB | ISHARES TR | $4,102.54万 | 0.22% | 385,215 | 40,376 | 11.7% | $430.00万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $4,109.88万 | 0.22% | 284,539 | 120,850 | 73.8% | $1,745.56万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $4,129.00万 | 0.22% | 880,195 | 352,613 | 66.8% | $1,654.11万 | 加仓 |