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 |
|---|---|---|---|---|---|---|---|---|
| IBIT | ISHARES BITCOIN TRUST ETF | $932.62万 | 0.04% | 280,150 | 134,901 | 92.9% | $449.09万 | 加仓 |
| ACWV | ISHARES INC | $932.98万 | 0.04% | 77,599 | 3,040 | 4.1% | $36.55万 | 加仓 |
| PGR | PROGRESSIVE CORP | $934.58万 | 0.04% | 42,790 | 12,303 | 40.4% | $268.71万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $937.78万 | 0.04% | 204,353 | -7,511 | -3.5% | -$34.47万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $938.08万 | 0.04% | 9,721 | 442 | 4.8% | $42.65万 | 加仓 |
| SPGI | S&P GLOBAL INC | $950.54万 | 0.04% | 23,340 | 204 | 0.9% | $8.31万 | 加仓 |
| VEEV | VEEVA SYS INC | $953.26万 | 0.04% | 53,714 | 50,436 | 1,538.6% | $895.09万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $953.63万 | 0.04% | 42,639 | 1,153 | 2.8% | $25.79万 | 加仓 |
| CMI | CUMMINS INC | $956.07万 | 0.04% | 13,411 | -309 | -2.3% | -$22.03万 | 减仓 |
| PAPR | INNOVATOR ETFS TRUST | $957.07万 | 0.04% | 226,793 | 7,018 | 3.2% | $29.62万 | 加仓 |
| INCY | INCYTE CORP | $957.92万 | 0.04% | 84,502 | 11,201 | 15.3% | $126.98万 | 加仓 |
| IBDT | ISHARES TR | $959.74万 | 0.04% | 380,094 | 16,477 | 4.5% | $41.60万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $960.69万 | 0.04% | 223,105 | -37,146 | -14.3% | -$159.95万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $962.02万 | 0.04% | 85,650 | 1,893 | 2.3% | $21.26万 | 加仓 |
| NEM | NEWMONT CORP | $971.97万 | 0.05% | 104,038 | -10,168 | -8.9% | -$94.99万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $985.17万 | 0.05% | 79,168 | 16,045 | 25.4% | $199.66万 | 加仓 |
| SNA | SNAP ON INC | $986.36万 | 0.05% | 24,512 | 6,306 | 34.6% | $253.75万 | 加仓 |
| PMAY | INNOVATOR ETFS TRUST | $987.47万 | 0.05% | 239,097 | 74,713 | 45.5% | $308.56万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $989.68万 | 0.05% | 63,797 | -9,313 | -12.7% | -$144.47万 | 减仓 |
| PINS | PINTEREST INC | $1,008.22万 | 0.05% | 479,420 | 479,420 | — | $1,008.22万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $1,010.44万 | 0.05% | 130,869 | 124,147 | 1,846.9% | $958.54万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,033.87万 | 0.05% | 46,764 | 46,764 | — | $1,033.87万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,038.20万 | 0.05% | 245,206 | -2,335 | -0.9% | -$9.89万 | 减仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,038.29万 | 0.05% | 296,400 | 4,592 | 1.6% | $16.09万 | 加仓 |
| IBTG | ISHARES TR | $1,043.92万 | 0.05% | 456,059 | 424,380 | 1,339.6% | $971.41万 | 加仓 |
| HON | HONEYWELL INTL INC | $1,047.48万 | 0.05% | 46,780 | -39,327 | -45.7% | -$880.60万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,049.07万 | 0.05% | 20,082 | -280 | -1.4% | -$14.63万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $1,050.54万 | 0.05% | 212,274 | -49,869 | -19.0% | -$246.80万 | 减仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $1,052.88万 | 0.05% | 31,768 | -3,916 | -11.0% | -$129.79万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,060.38万 | 0.05% | 458,444 | 16,060 | 3.6% | $37.15万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,061.93万 | 0.05% | 28,657 | -1,691 | -5.6% | -$62.66万 | 减仓 |
| SPYG | SPDR SERIES TRUST | $1,068.64万 | 0.05% | 89,809 | 449 | 0.5% | $5.34万 | 加仓 |
| IUSG | ISHARES TR | $1,071.26万 | 0.05% | 56,955 | 4,147 | 7.9% | $78.00万 | 加仓 |
| HYS | PIMCO ETF TR | $1,073.24万 | 0.05% | 114,761 | 4,400 | 4.0% | $41.15万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1,075.39万 | 0.05% | 580,351 | 145,289 | 33.4% | $269.22万 | 加仓 |
| EAGG | ISHARES TR | $1,094.28万 | 0.05% | 230,813 | 29,190 | 14.5% | $138.39万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $1,095.30万 | 0.05% | 209,267 | 24,794 | 13.4% | $129.77万 | 加仓 |
| CI | THE CIGNA GROUP | $1,101.54万 | 0.05% | 39,957 | -443 | -1.1% | -$12.21万 | 减仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $1,105.16万 | 0.05% | 254,060 | 34,523 | 15.7% | $150.17万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1,107.41万 | 0.05% | 59,811 | 3,413 | 6.1% | $63.19万 | 加仓 |
| CMF | ISHARES TR | $1,111.00万 | 0.05% | 192,748 | -218,910 | -53.2% | -$1,261.79万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,111.16万 | 0.05% | 230,627 | 14,208 | 6.6% | $68.45万 | 加仓 |
| OKTA | OKTA INC | $1,113.90万 | 0.05% | 81,634 | -24,880 | -23.4% | -$339.49万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,116.57万 | 0.05% | 72,368 | 523 | 0.7% | $8.07万 | 加仓 |
| PNOV | INNOVATOR ETFS TRUST | $1,123.62万 | 0.05% | 253,353 | -13,763 | -5.2% | -$61.04万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,129.10万 | 0.05% | 204,620 | -10,706 | -5.0% | -$59.08万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,132.01万 | 0.05% | 93,231 | -14,946 | -13.8% | -$181.47万 | 减仓 |
| BBHL | BBH TR | $1,143.08万 | 0.05% | 656,945 | -2,222 | -0.3% | -$3.87万 | 减仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,158.29万 | 0.05% | 309,207 | 2,897 | 0.9% | $10.85万 | 加仓 |
| SOXX | ISHARES TR | $1,160.04万 | 0.05% | 18,104 | 75 | 0.4% | $4.81万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,163.25万 | 0.05% | 128,603 | -18,991 | -12.9% | -$171.78万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,167.82万 | 0.05% | 135,306 | 1,691 | 1.3% | $14.59万 | 加仓 |
| DLTR | DOLLAR TREE INC | $1,169.31万 | 0.05% | 96,677 | 5,259 | 5.8% | $63.61万 | 加仓 |
| DE | DEERE & CO | $1,183.24万 | 0.05% | 18,651 | -283 | -1.5% | -$17.95万 | 减仓 |
| MUNI | PIMCO ETF TR | $1,193.43万 | 0.06% | 226,889 | 25,620 | 12.7% | $134.76万 | 加仓 |
| CTRE | CARETRUST REIT INC | $1,195.13万 | 0.06% | 296,160 | 47,144 | 18.9% | $190.25万 | 加仓 |
| LQD | ISHARES TR | $1,201.35万 | 0.06% | 110,145 | 5,045 | 4.8% | $55.03万 | 加仓 |
| IBB | ISHARES TR | $1,203.85万 | 0.06% | 63,297 | 1,231 | 2.0% | $23.41万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,206.41万 | 0.06% | 40,498 | -11,758 | -22.5% | -$350.26万 | 减仓 |
| IGRO | ISHARES TR | $1,208.90万 | 0.06% | 137,484 | 4,635 | 3.5% | $40.76万 | 加仓 |
| IBDS | ISHARES TR | $1,209.56万 | 0.06% | 499,403 | 15,587 | 3.2% | $37.75万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,213.43万 | 0.06% | 19,460 | 0 | 0.0% | — | 不变 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,226.80万 | 0.06% | 199,609 | 33,046 | 19.8% | $203.10万 | 加仓 |
| ACWX | ISHARES TR | $1,227.23万 | 0.06% | 161,245 | -819 | -0.5% | -$6.23万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,236.41万 | 0.06% | 161,201 | 33,511 | 26.2% | $257.03万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $1,237.75万 | 0.06% | 257,864 | -14,295 | -5.3% | -$68.62万 | 减仓 |
| XLI | SELECT SECTOR SPDR TR | $1,248.42万 | 0.06% | 67,399 | 7,176 | 11.9% | $132.92万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $1,253.52万 | 0.06% | 163,219 | 9,216 | 6.0% | $70.78万 | 加仓 |
| SHY | ISHARES TR | $1,262.78万 | 0.06% | 153,791 | 78,571 | 104.5% | $645.15万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,263.04万 | 0.06% | 236,215 | 16,765 | 7.6% | $89.64万 | 加仓 |
| BLK | BLACKROCK INC | $1,271.94万 | 0.06% | 13,227 | 8,847 | 202.0% | $850.75万 | 加仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $1,277.15万 | 0.06% | 227,454 | -16,610 | -6.8% | -$93.27万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,283.78万 | 0.06% | 40,773 | -4,738 | -10.4% | -$149.18万 | 减仓 |
| EMLC | VANECK ETF TRUST | $1,295.49万 | 0.06% | 506,843 | -9,435 | -1.8% | -$24.12万 | 减仓 |
| FAST | FASTENAL CO | $1,300.88万 | 0.06% | 270,842 | 37,198 | 15.9% | $178.66万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,307.57万 | 0.06% | 127,962 | -257 | -0.2% | -$2.63万 | 减仓 |
| NVS | NOVARTIS AG | $1,320.11万 | 0.06% | 84,234 | -283 | -0.3% | -$4.44万 | 减仓 |
| ETN | EATON CORP PLC | $1,328.00万 | 0.06% | 31,167 | 8,697 | 38.7% | $370.57万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,340.80万 | 0.06% | 232,697 | -13,371 | -5.4% | -$77.04万 | 减仓 |
| HSY | HERSHEY CO | $1,341.57万 | 0.06% | 76,464 | 3,830 | 5.3% | $67.20万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $1,344.61万 | 0.06% | 67,023 | -6,015 | -8.2% | -$120.67万 | 减仓 |
| UNP | UNION PAC CORP | $1,347.41万 | 0.06% | 49,545 | -1,780 | -3.5% | -$48.41万 | 减仓 |
| EDD | MORGAN STANLEY EMERGING MKTS | $1,349.60万 | 0.06% | 2,295,245 | 49,765 | 2.2% | $29.26万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,351.51万 | 0.06% | 288,722 | -16,587 | -5.4% | -$77.64万 | 减仓 |
| XYZ | BLOCK INC | $1,357.58万 | 0.06% | 178,628 | -27,468 | -13.3% | -$208.76万 | 减仓 |
| ABNB | AIRBNB INC | $1,358.50万 | 0.06% | 94,934 | -2,482 | -2.5% | -$35.52万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,359.40万 | 0.06% | 201,214 | 12,147 | 6.4% | $82.07万 | 加仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,368.71万 | 0.06% | 150,062 | -48,819 | -24.5% | -$445.28万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,379.05万 | 0.06% | 259,658 | -91,560 | -26.1% | -$486.28万 | 减仓 |
| IBDR | ISHARES TR | $1,391.68万 | 0.06% | 574,362 | -12,901 | -2.2% | -$31.26万 | 减仓 |
| BIL | SPDR SERIES TRUST | $1,392.96万 | 0.06% | 152,004 | -22,695 | -13.0% | -$207.98万 | 减仓 |
| OKE | ONEOK INC NEW | $1,397.75万 | 0.06% | 160,773 | 7,692 | 5.0% | $66.87万 | 加仓 |
| VOTE | TCW ETF TRUST | $1,413.01万 | 0.07% | 160,262 | -553 | -0.3% | -$4.88万 | 减仓 |
| DDOG | DATADOG INC | $1,416.28万 | 0.07% | 54,397 | -4,611 | -7.8% | -$120.05万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,428.42万 | 0.07% | 304,307 | 247,335 | 434.1% | $1,160.99万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,429.28万 | 0.07% | 560,061 | -15,637 | -2.7% | -$39.91万 | 减仓 |
| MINT | PIMCO ETF TR | $1,449.86万 | 0.07% | 143,821 | 25,353 | 21.4% | $255.58万 | 加仓 |
| IWN | ISHARES TR | $1,451.25万 | 0.07% | 65,608 | -16,080 | -19.7% | -$355.69万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $1,451.88万 | 0.07% | 221,390 | 14,742 | 7.1% | $96.68万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $1,461.26万 | 0.07% | 341,655 | -17,074 | -4.8% | -$73.03万 | 减仓 |