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 |
|---|---|---|---|---|---|---|---|---|
| PM | PHILIP MORRIS INTL INC | $4,191.91万 | 0.22% | 253,533 | 27,600 | 12.2% | $456.34万 | 加仓 |
| VB | VANGUARD INDEX FDS | $4,194.29万 | 0.22% | 160,136 | 13,638 | 9.3% | $357.21万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $4,251.39万 | 0.22% | 1,561,288 | 17,792 | 1.2% | $48.45万 | 加仓 |
| ABBV | ABBVIE INC | $4,364.84万 | 0.23% | 200,691 | 47,749 | 31.2% | $1,038.50万 | 加仓 |
| DFSD | DIMENSIONAL ETF TRUST | $4,394.51万 | 0.23% | 917,818 | 64,802 | 7.6% | $310.27万 | 加仓 |
| MRK | MERCK & CO INC | $4,415.49万 | 0.23% | 367,061 | 76,661 | 26.4% | $922.18万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $4,466.98万 | 0.24% | 752,651 | 68,340 | 10.0% | $405.60万 | 加仓 |
| TSLA | TESLA INC | $4,495.62万 | 0.24% | 120,931 | 32,432 | 36.6% | $1,205.66万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $4,590.90万 | 0.24% | 1,482,850 | 107,212 | 7.8% | $331.93万 | 加仓 |
| DBEF | DBX ETF TR | $4,713.14万 | 0.25% | 954,078 | 58,380 | 6.5% | $288.40万 | 加仓 |
| ITOT | ISHARES TR | $4,725.28万 | 0.25% | 331,762 | 162,823 | 96.4% | $2,319.09万 | 加仓 |
| DFIP | DIMENSIONAL ETF TRUST | $4,733.84万 | 0.25% | 1,134,670 | 795 | 0.1% | $3.32万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $4,927.76万 | 0.26% | 242,234 | 41,400 | 20.6% | $842.20万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $4,936.62万 | 0.26% | 989,502 | 142,073 | 16.8% | $708.80万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $5,067.10万 | 0.27% | 171,696 | 74,834 | 77.3% | $2,208.50万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $5,129.10万 | 0.27% | 723,325 | 86,169 | 13.5% | $611.02万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $5,191.32万 | 0.27% | 171,756 | 5,270 | 3.2% | $159.29万 | 加仓 |
| IWB | ISHARES TR | $5,220.02万 | 0.28% | 146,399 | 31,266 | 27.2% | $1,114.82万 | 加仓 |
| IWV | ISHARES TR | $5,243.13万 | 0.28% | 141,446 | -32,745 | -18.8% | -$1,213.79万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,404.16万 | 0.29% | 1,761,460 | 222,560 | 14.5% | $682.81万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $5,433.88万 | 0.29% | 283,133 | -174,166 | -38.1% | -$3,342.59万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,433.93万 | 0.29% | 54,534 | 5,582 | 11.4% | $556.21万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5,491.04万 | 0.29% | 226,537 | 22,608 | 11.1% | $548.00万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $5,515.58万 | 0.29% | 1,556,314 | 80,102 | 5.4% | $283.88万 | 加仓 |
| HD | HOME DEPOT INC | $5,579.29万 | 0.29% | 169,640 | 37,507 | 28.4% | $1,233.57万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $5,627.62万 | 0.30% | 729,817 | 90,068 | 14.1% | $694.51万 | 加仓 |
| LLY | ELI LILLY & CO | $5,707.75万 | 0.30% | 62,056 | 16,929 | 37.5% | $1,557.08万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $6,030.89万 | 0.32% | 1,745,554 | 41,958 | 2.5% | $144.96万 | 加仓 |
| WMT | WALMART INC | $6,182.63万 | 0.33% | 497,476 | 182,295 | 57.8% | $2,265.56万 | 加仓 |
| EFA | ISHARES TR | $6,241.90万 | 0.33% | 642,634 | 186,298 | 40.8% | $1,809.51万 | 加仓 |
| EFG | ISHARES TR | $6,303.18万 | 0.33% | 565,967 | 127,543 | 29.1% | $1,420.45万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $6,394.88万 | 0.34% | 1,184,456 | 8,712 | 0.7% | $47.04万 | 加仓 |
| HAWX | ISHARES TR | $6,427.55万 | 0.34% | 1,571,911 | 1,571,911 | — | $6,427.55万 | 新建仓 |
| GLD | SPDR GOLD TR | $6,515.26万 | 0.34% | 151,416 | 21,670 | 16.7% | $932.44万 | 加仓 |
| STIP | ISHARES TR | $6,622.03万 | 0.35% | 640,243 | 83,572 | 15.0% | $864.39万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $6,655.86万 | 0.35% | 1,373,476 | 54,042 | 4.1% | $261.89万 | 加仓 |
| CAT | CATERPILLAR INC | $6,658.54万 | 0.35% | 93,986 | 20,444 | 27.8% | $1,448.38万 | 加仓 |
| QUAL | ISHARES TR | $6,694.06万 | 0.35% | 348,994 | 316,548 | 975.6% | $6,071.71万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $6,933.48万 | 0.37% | 1,886,147 | 307,662 | 19.5% | $1,130.97万 | 加仓 |
| EFV | ISHARES TR | $7,178.29万 | 0.38% | 965,472 | 386,460 | 66.7% | $2,873.33万 | 加仓 |
| IWD | ISHARES TR | $7,237.59万 | 0.38% | 338,727 | -74,368 | -18.0% | -$1,589.02万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $7,406.57万 | 0.39% | 1,403,292 | 118,046 | 9.2% | $623.05万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $7,736.24万 | 0.41% | 3,125,753 | 186,451 | 6.3% | $461.47万 | 加仓 |
| USIG | ISHARES TR | $7,817.98万 | 0.41% | 1,526,055 | 83,970 | 5.8% | $430.18万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $7,824.18万 | 0.41% | 2,191,034 | 115,795 | 5.6% | $413.50万 | 加仓 |
| DASH | DOORDASH INC | $7,889.80万 | 0.42% | 525,461 | 517,034 | 6,135.4% | $7,763.27万 | 加仓 |
| AVDE | AMERICAN CENTY ETF TR | $7,927.15万 | 0.42% | 934,365 | -59,135 | -6.0% | -$501.70万 | 减仓 |
| IEFA | ISHARES TR | $7,944.51万 | 0.42% | 877,555 | 263,367 | 42.9% | $2,384.26万 | 加仓 |
| MUB | ISHARES TR | $8,025.77万 | 0.42% | 756,078 | 122,299 | 19.3% | $1,298.20万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $8,147.73万 | 0.43% | 378,858 | 74,259 | 24.4% | $1,597.02万 | 加仓 |
| MBB | ISHARES TR | $8,333.09万 | 0.44% | 877,630 | 26,444 | 3.1% | $251.09万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $8,372.94万 | 0.44% | 2,149,113 | 185,744 | 9.5% | $723.66万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $8,445.24万 | 0.45% | 1,442,644 | 137,445 | 10.5% | $804.60万 | 加仓 |
| IEMG | ISHARES INC | $8,487.23万 | 0.45% | 1,216,807 | 806,591 | 196.6% | $5,625.97万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $8,953.76万 | 0.47% | 366,297 | 98,910 | 37.0% | $2,417.75万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $9,224.15万 | 0.49% | 2,596,159 | 36,877 | 1.4% | $131.02万 | 加仓 |
| V | VISA INC | $9,545.53万 | 0.50% | 315,826 | 118,573 | 60.1% | $3,583.75万 | 加仓 |
| BSV | VANGUARD BD INDEX FDS | $9,621.48万 | 0.51% | 1,227,073 | 51,463 | 4.4% | $403.52万 | 加仓 |
| IJH | ISHARES TR | $9,712.26万 | 0.51% | 1,438,214 | 931,067 | 183.6% | $6,287.50万 | 加仓 |
| DGRO | ISHARES TR | $9,785.88万 | 0.52% | 1,394,397 | 546,673 | 64.5% | $3,836.55万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $9,812.04万 | 0.52% | 3,687,349 | 140,734 | 4.0% | $374.49万 | 加仓 |
| GOOG | ALPHABET INC | $1.05亿 | 0.55% | 365,929 | 165,128 | 82.2% | $4,736.86万 | 加仓 |
| — | EXXON MOBIL CORP | $1.06亿 | 0.56% | 622,014 | 134,357 | 27.6% | $2,279.50万 | 加仓 |
| IDEV | ISHARES TR | $1.07亿 | 0.57% | 1,281,026 | 1,155,230 | 918.3% | $9,654.26万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.09亿 | 0.57% | 2,008,031 | 890,523 | 79.7% | $4,813.28万 | 加仓 |
| IJR | ISHARES TR | $1.10亿 | 0.58% | 888,163 | 709,130 | 396.1% | $8,815.20万 | 加仓 |
| AVGO | BROADCOM INC | $1.11亿 | 0.59% | 358,212 | 97,809 | 37.6% | $3,027.29万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.18亿 | 0.62% | 1,073,317 | 209,889 | 24.3% | $2,302.27万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.18亿 | 0.62% | 3,873,113 | 2,714,584 | 234.3% | $8,279.48万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1.20亿 | 0.63% | 2,490,414 | 181,522 | 7.9% | $872.21万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.21亿 | 0.64% | 1,090,378 | -23,086 | -2.1% | -$256.67万 | 减仓 |
| USMV | ISHARES TR | $1.26亿 | 0.66% | 1,356,170 | 1,117,752 | 468.8% | $1.04亿 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.26亿 | 0.67% | 2,801,353 | 132,899 | 5.0% | $599.64万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.26亿 | 0.67% | 219,044 | 28,782 | 15.1% | $1,661.24万 | 加仓 |
| CVX | CHEVRON CORPORATION | $1.27亿 | 0.67% | 612,936 | 90,644 | 17.4% | $1,875.43万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.36亿 | 0.72% | 461,949 | 118,293 | 34.4% | $3,479.71万 | 加仓 |
| IWF | ISHARES TR | $1.50亿 | 0.79% | 351,081 | 53,831 | 18.1% | $2,295.36万 | 加仓 |
| AGG | ISHARES TR | $1.50亿 | 0.79% | 1,511,255 | 616,495 | 68.9% | $6,119.95万 | 加仓 |
| META | META PLATFORMS INC | $1.56亿 | 0.82% | 271,958 | 156,057 | 134.6% | $8,928.50万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.57亿 | 0.83% | 3,715,440 | 275,920 | 8.0% | $1,164.93万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.71亿 | 0.90% | 356,075 | 160,248 | 81.8% | $7,679.08万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.74亿 | 0.92% | 267,422 | 43,349 | 19.3% | $2,819.21万 | 加仓 |
| GOOGL | ALPHABET INC | $1.78亿 | 0.94% | 617,457 | 153,432 | 33.1% | $4,412.09万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $1.91亿 | 1.01% | 2,599,326 | 871,946 | 50.5% | $6,421.01万 | 加仓 |
| LII | LENNOX INTL INC | $1.94亿 | 1.02% | 417,422 | -542 | -0.1% | -$25.16万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $1.95亿 | 1.03% | 6,701,110 | 3,061,564 | 84.1% | $8,918.34万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1.99亿 | 1.05% | 7,768,711 | 1,306,884 | 20.2% | $3,350.85万 | 加仓 |
| AMZN | AMAZON COM INC | $2.12亿 | 1.12% | 1,020,307 | 370,145 | 56.9% | $7,709.01万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2.13亿 | 1.13% | 742,197 | 188,019 | 33.9% | $5,399.53万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.29亿 | 1.21% | 5,901,121 | -74,806 | -1.3% | -$290.70万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $2.58亿 | 1.37% | 1,316,904 | 322,912 | 32.5% | $6,335.54万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $2.68亿 | 1.42% | 613,960 | 91,903 | 17.6% | $4,014.23万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3.18亿 | 1.68% | 4,969,772 | 1,932,514 | 63.6% | $1.24亿 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3.29亿 | 1.74% | 1,026,467 | 283,476 | 38.2% | $9,094.19万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.30亿 | 1.74% | 891,062 | 215,407 | 31.9% | $7,973.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $4.06亿 | 2.14% | 2,325,513 | 385,231 | 19.9% | $6,718.45万 | 加仓 |
| IVV | ISHARES TR | $4.60亿 | 2.43% | 704,106 | 288,534 | 69.4% | $1.88亿 | 加仓 |
| AAPL | APPLE INC | $5.44亿 | 2.88% | 2,142,646 | 470,625 | 28.1% | $1.19亿 | 加仓 |
| VOO | VANGUARD INDEX FDS | $6.48亿 | 3.43% | 1,084,220 | 498,809 | 85.2% | $2.98亿 | 加仓 |