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 |
|---|---|---|---|---|---|---|---|---|
| BNDW | VANGUARD SCOTTSDALE FDS | $1,473.73万 | 0.07% | 215,049 | 8,019 | 3.9% | $54.95万 | 加仓 |
| DVY | ISHARES TR | $1,478.26万 | 0.07% | 94,578 | 2,343 | 2.5% | $36.62万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,480.38万 | 0.07% | 625,162 | 15,232 | 2.5% | $36.07万 | 加仓 |
| ESML | ISHARES TR | $1,484.82万 | 0.07% | 265,479 | 3,451 | 1.3% | $19.30万 | 加仓 |
| SHV | ISHARES TR | $1,493.69万 | 0.07% | 135,360 | -7,403 | -5.2% | -$81.69万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $1,496.01万 | 0.07% | 473,271 | -12,448 | -2.6% | -$39.35万 | 减仓 |
| — | EA SERIES TRUST | $1,503.64万 | 0.07% | 489,664 | 44,250 | 9.9% | $135.88万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,504.67万 | 0.07% | 440,928 | 13,870 | 3.2% | $47.33万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,526.53万 | 0.07% | 106,638 | 6,649 | 6.6% | $95.18万 | 加仓 |
| MCK | MCKESSON CORP | $1,537.11万 | 0.07% | 20,343 | 4,202 | 26.0% | $317.50万 | 加仓 |
| GLW | CORNING INC | $1,551.77万 | 0.07% | 60,791 | -7,701 | -11.2% | -$196.58万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,556.70万 | 0.07% | 37,485 | -1,867 | -4.7% | -$77.53万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,558.86万 | 0.07% | 67,904 | -2,484 | -3.5% | -$57.02万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,564.10万 | 0.07% | 87,752 | 2,277 | 2.7% | $40.59万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,566.55万 | 0.07% | 216,733 | -6,247 | -2.8% | -$45.15万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,593.58万 | 0.07% | 341,750 | 4,713 | 1.4% | $21.98万 | 加仓 |
| CRM | SALESFORCE INC | $1,600.14万 | 0.07% | 102,138 | -5,666 | -5.3% | -$88.77万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $1,621.12万 | 0.08% | 224,657 | -23,701 | -9.5% | -$171.03万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,642.53万 | 0.08% | 220,955 | 7,381 | 3.5% | $54.87万 | 加仓 |
| MGC | VANGUARD WORLD FD | $1,668.84万 | 0.08% | 60,989 | -1,999 | -3.2% | -$54.70万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,670.28万 | 0.08% | 74,583 | -3,679 | -4.7% | -$82.39万 | 减仓 |
| SMLF | ISHARES TR | $1,672.01万 | 0.08% | 187,571 | -376 | -0.2% | -$3.35万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $1,695.80万 | 0.08% | 186,861 | -41,397 | -18.1% | -$375.69万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $1,696.60万 | 0.08% | 530,686 | 14,008 | 2.7% | $44.78万 | 加仓 |
| GEV | GE VERNOVA INC | $1,704.53万 | 0.08% | 14,515 | 130 | 0.9% | $15.27万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,706.82万 | 0.08% | 226,219 | -20,748 | -8.4% | -$156.54万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $1,718.44万 | 0.08% | 69,796 | 2,105 | 3.1% | $51.83万 | 加仓 |
| HEGD | LISTED FDS TR | $1,734.97万 | 0.08% | 650,777 | 57,625 | 9.7% | $153.63万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,744.29万 | 0.08% | 347,262 | 101,997 | 41.6% | $512.33万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,769.69万 | 0.08% | 201,628 | 6,325 | 3.2% | $55.51万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,774.54万 | 0.08% | 134,191 | 10,880 | 8.8% | $143.88万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,802.94万 | 0.08% | 449,274 | 70,252 | 18.5% | $281.92万 | 加仓 |
| VSGX | VANGUARD WORLD FD | $1,815.67万 | 0.08% | 220,509 | 26,183 | 13.5% | $215.59万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,828.08万 | 0.08% | 116,475 | -1,159 | -1.0% | -$18.19万 | 减仓 |
| EEM | ISHARES TR | $1,838.37万 | 0.09% | 268,729 | 67,073 | 33.3% | $458.85万 | 加仓 |
| SBR | SABINE RTY TR | $1,847.22万 | 0.09% | 252,353 | 30,386 | 13.7% | $222.43万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,850.04万 | 0.09% | 18,297 | -471 | -2.5% | -$47.62万 | 减仓 |
| ESGE | ISHARES INC | $1,857.94万 | 0.09% | 339,722 | 26,792 | 8.6% | $146.53万 | 加仓 |
| C | CITIGROUP INC | $1,884.54万 | 0.09% | 134,666 | -9,848 | -6.8% | -$137.81万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,890.59万 | 0.09% | 37,709 | -1,108 | -2.9% | -$55.55万 | 减仓 |
| AAEQ | EA SERIES TRUST | $1,913.45万 | 0.09% | 359,759 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $1,920.79万 | 0.09% | 354,325 | 990 | 0.3% | $5.37万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,922.00万 | 0.09% | 26 | 4 | 18.2% | $295.69万 | 加仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,927.27万 | 0.09% | 665,263 | -148,710 | -18.3% | -$430.81万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $1,933.47万 | 0.09% | 19,767 | -1,613 | -7.5% | -$157.77万 | 减仓 |
| XSD | SPDR SERIES TRUST | $1,934.47万 | 0.09% | 31,016 | 30,119 | 3,357.7% | $1,878.53万 | 加仓 |
| TIP | ISHARES TR | $1,959.62万 | 0.09% | 179,075 | -9,330 | -5.0% | -$102.10万 | 减仓 |
| SGOV | ISHARES TR | $1,964.46万 | 0.09% | 195,139 | -29,629 | -13.2% | -$298.27万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,982.96万 | 0.09% | 66,559 | -2,588 | -3.7% | -$77.10万 | 减仓 |
| T | AT&T INC | $2,012.67万 | 0.09% | 972,305 | -13,860 | -1.4% | -$28.69万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2,015.06万 | 0.09% | 218,376 | -10,201 | -4.5% | -$94.13万 | 减仓 |
| MMM | 3M CO | $2,021.74万 | 0.09% | 124,868 | -9,913 | -7.4% | -$160.50万 | 减仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,031.06万 | 0.09% | 400,958 | 389,618 | 3,435.8% | $1,973.61万 | 加仓 |
| NFLX | NETFLIX INC. | $2,050.37万 | 0.10% | 287,167 | 101,306 | 54.5% | $723.33万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,062.67万 | 0.10% | 28,595 | -2,287 | -7.4% | -$164.97万 | 减仓 |
| NULG | NUSHARES ETF TR | $2,069.55万 | 0.10% | 176,794 | 21,343 | 13.7% | $249.84万 | 加仓 |
| SMH | VANECK ETF TRUST | $2,072.83万 | 0.10% | 31,603 | 6,125 | 24.0% | $401.74万 | 加仓 |
| DSI | ISHARES TR | $2,083.92万 | 0.10% | 146,353 | 953 | 0.7% | $13.57万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,105.73万 | 0.10% | 301,249 | -5,850 | -1.9% | -$40.89万 | 减仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $2,112.31万 | 0.10% | 474,889 | -4,788 | -1.0% | -$21.30万 | 减仓 |
| IEF | ISHARES TR | $2,133.97万 | 0.10% | 225,650 | 22,937 | 11.3% | $216.92万 | 加仓 |
| ISTB | ISHARES TR | $2,136.33万 | 0.10% | 442,762 | -6,768 | -1.5% | -$32.66万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $2,142.89万 | 0.10% | 243,843 | 112,129 | 85.1% | $985.39万 | 加仓 |
| VGT | VANGUARD WORLD FD | $2,196.23万 | 0.10% | 183,754 | 146 | 0.1% | $1.74万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $2,224.63万 | 0.10% | 603,863 | -938 | -0.2% | -$3.46万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $2,232.18万 | 0.10% | 385,923 | -1,750 | -0.5% | -$10.12万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $2,302.33万 | 0.11% | 274,906 | 41,297 | 17.7% | $345.86万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $2,308.81万 | 0.11% | 130,700 | 16,483 | 14.4% | $291.17万 | 加仓 |
| PTRB | PGIM ETF TR | $2,323.17万 | 0.11% | 560,340 | 46,643 | 9.1% | $193.38万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2,339.53万 | 0.11% | 217,631 | 29,923 | 15.9% | $321.67万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,344.36万 | 0.11% | 334,902 | 11,249 | 3.5% | $78.74万 | 加仓 |
| ORCL | ORACLE CORP | $2,344.50万 | 0.11% | 159,979 | -5,929 | -3.6% | -$86.89万 | 减仓 |
| DIS | DISNEY WALT CO | $2,362.78万 | 0.11% | 245,477 | -7,940 | -3.1% | -$76.42万 | 减仓 |
| SPYX | SPDR SERIES TRUST | $2,391.03万 | 0.11% | 391,330 | -7,000 | -1.8% | -$42.77万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $2,422.67万 | 0.11% | 836,559 | -115,402 | -12.1% | -$334.20万 | 减仓 |
| NOW | SERVICENOW INC | $2,423.10万 | 0.11% | 244,068 | 202,496 | 487.1% | $2,010.38万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $2,423.77万 | 0.11% | 410,947 | 17,261 | 4.4% | $101.81万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2,450.31万 | 0.11% | 936,661 | 8,322 | 0.9% | $21.77万 | 加仓 |
| BA | BOEING CO | $2,467.97万 | 0.11% | 114,008 | 13,162 | 13.1% | $284.92万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $2,515.27万 | 0.12% | 1,332,949 | 9,324 | 0.7% | $17.59万 | 加仓 |
| LOW | LOWES COS INC | $2,520.85万 | 0.12% | 114,319 | -6,859 | -5.7% | -$151.25万 | 减仓 |
| GE | GE AEROSPACE | $2,526.09万 | 0.12% | 67,608 | -2,862 | -4.1% | -$106.94万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,533.88万 | 0.12% | 320,622 | 10,769 | 3.5% | $85.11万 | 加仓 |
| DFAE | DIMENSIONAL ETF TRUST | $2,591.50万 | 0.12% | 644,490 | 27,823 | 4.5% | $111.88万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $2,616.12万 | 0.12% | 137,315 | 7,493 | 5.8% | $142.76万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $2,620.15万 | 0.12% | 531,686 | 149,056 | 39.0% | $734.55万 | 加仓 |
| NULV | NUSHARES ETF TR | $2,631.45万 | 0.12% | 526,396 | 20,671 | 4.1% | $103.33万 | 加仓 |
| VLO | VALERO ENERGY CORP | $2,639.00万 | 0.12% | 101,329 | 7,779 | 8.3% | $202.60万 | 加仓 |
| IGSB | ISHARES TR | $2,659.63万 | 0.12% | 507,466 | 6,748 | 1.3% | $35.37万 | 加仓 |
| INTC | INTEL CORP | $2,726.62万 | 0.13% | 195,275 | -10,088 | -4.9% | -$140.86万 | 减仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $2,755.90万 | 0.13% | 651,051 | -5,687 | -0.9% | -$24.07万 | 减仓 |
| PFE | PFIZER INC | $2,797.15万 | 0.13% | 1,161,607 | -12,742 | -1.1% | -$30.68万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2,815.37万 | 0.13% | 286,697 | 40,401 | 16.4% | $396.74万 | 加仓 |
| MO | ALTRIA GROUP INC | $2,828.95万 | 0.13% | 393,180 | 12,935 | 3.4% | $93.07万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW | $2,839.82万 | 0.13% | 550,566 | 9,061 | 1.7% | $46.74万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $2,850.46万 | 0.13% | 295,599 | -8,278 | -2.7% | -$79.82万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2,854.16万 | 0.13% | 37,400 | -2,164 | -5.5% | -$165.14万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $2,869.82万 | 0.13% | 93,904 | 5,169 | 5.8% | $157.97万 | 加仓 |
| MGV | VANGUARD WORLD FD | $2,961.56万 | 0.14% | 181,191 | -2,141 | -1.2% | -$34.99万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2,973.71万 | 0.14% | 361,150 | 1,909 | 0.5% | $15.72万 | 加仓 |