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 |
|---|---|---|---|---|---|---|---|---|
| AEG | AEGON LTD | $7.83万 | 0.00% | 10,784 | 10,784 | — | $7.83万 | 新建仓 |
| ACMR | ACM RESH INC 看涨期权 | $7.87万 | 0.00% | 2,000 | 2,000 | — | $7.87万 | 新建仓 |
| — | CROWN CRAFTS INC | $7.94万 | 0.00% | 30,833 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $8.14万 | 0.00% | 13,495 | 13,495 | — | $8.14万 | 新建仓 |
| CLNE | CLEAN ENERGY FUELS CORP | $8.49万 | 0.00% | 34,224 | 34,224 | — | $8.49万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $8.58万 | 0.00% | 23,437 | 23,437 | — | $8.58万 | 新建仓 |
| — | OS THERAPIES INCORPORATED | $8.81万 | 0.00% | 62,507 | 62,507 | — | $8.81万 | 新建仓 |
| — | CLEAN ENERGY TECHNOLOGIES IN | $8.86万 | 0.00% | 92,327 | 0 | 0.0% | — | 不变 |
| MSOS | ADVISORSHARES TR | $8.92万 | 0.00% | 25,115 | -9,867 | -28.2% | -$3.50万 | 减仓 |
| — | MDB CAP HLDGS LLC | $8.94万 | 0.00% | 30,000 | 30,000 | — | $8.94万 | 新建仓 |
| SNAP | SNAP INC | $9.45万 | 0.00% | 20,533 | 20,533 | — | $9.45万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $9.51万 | 0.00% | 4,397 | 4,397 | — | $9.51万 | 新建仓 |
| JPC | NUVEEN PFD & INCOME OPPORTUN | $9.63万 | 0.00% | 12,776 | 12,776 | — | $9.63万 | 新建仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $9.66万 | 0.00% | 10,707 | 10,707 | — | $9.66万 | 新建仓 |
| TSI | TCW STRATEGIC INCOME FD INC | $9.70万 | 0.00% | 21,600 | 21,600 | — | $9.70万 | 新建仓 |
| NAT | NORDIC AMERICAN TANKERS LIMI | $10.20万 | 0.00% | 17,409 | 17,409 | — | $10.20万 | 新建仓 |
| ALK | ALASKA AIR GROUP INC | $10.38万 | 0.00% | 2,823 | 2,823 | — | $10.38万 | 新建仓 |
| — | LONGEVERON INC | $10.40万 | 0.00% | 100,000 | 100,000 | — | $10.40万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $10.41万 | 0.00% | 12,777 | 299 | 2.4% | $2,437 | 加仓 |
| GAB | GABELLI EQUITY TR INC | $10.63万 | 0.00% | 18,987 | 3,256 | 20.7% | $1.82万 | 加仓 |
| NOK | NOKIA CORP | $10.94万 | 0.00% | 13,606 | 13,606 | — | $10.94万 | 新建仓 |
| UA | UNDER ARMOUR INC | $10.95万 | 0.00% | 18,913 | 426 | 2.3% | $2,467 | 加仓 |
| UAA | UNDER ARMOUR INC | $11.57万 | 0.00% | 19,580 | -1,093 | -5.3% | -$6,460 | 减仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $11.61万 | 0.00% | 13,300 | 13,300 | — | $11.61万 | 新建仓 |
| — | CLEARSIGN TECHNOLOGIES CORP | $11.85万 | 0.00% | 27,173 | 27,173 | — | $11.85万 | 新建仓 |
| — | GLOO HOLDINGS INC | $12.03万 | 0.00% | 25,000 | 0 | 0.0% | — | 不变 |
| AVK | ADVENT CONV & INCOME FD | $12.05万 | 0.00% | 10,800 | -12,628 | -53.9% | -$14.09万 | 减仓 |
| PATH | UIPATH INC | $12.09万 | 0.00% | 10,893 | 10,893 | — | $12.09万 | 新建仓 |
| CCAP | CRESCENT CAP BDC INC | $12.40万 | 0.00% | 10,208 | 10,208 | — | $12.40万 | 新建仓 |
| RLJ | RLJ LODGING TR | $12.76万 | 0.00% | 17,200 | -1,100 | -6.0% | -$8,162 | 减仓 |
| NMR | NOMURA HLDGS INC | $12.82万 | 0.00% | 16,245 | 16,245 | — | $12.82万 | 新建仓 |
| FSM | FORTUNA MNG CORP | $12.83万 | 0.00% | 12,920 | 12,920 | — | $12.83万 | 新建仓 |
| FSCO | FS CREDIT OPPORTUNITIES CORP | $13.03万 | 0.00% | 25,550 | 114 | 0.4% | $581 | 加仓 |
| ADAM | ADAMAS TRUST INC. | $13.18万 | 0.00% | 17,911 | 17,911 | — | $13.18万 | 新建仓 |
| BTG | B2GOLD CORP | $13.22万 | 0.00% | 29,190 | 311 | 1.1% | $1,409 | 加仓 |
| — | PATRIOT NATL BANCORP INC | $13.42万 | 0.00% | 104,000 | 0 | 0.0% | — | 不变 |
| HYT | BLACKROCK CORPOR HI YLD FD I | $13.63万 | 0.00% | 16,000 | 12 | 0.1% | $102 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC 看涨期权 | $14.53万 | 0.00% | 28,000 | -2,000 | -6.7% | -$1.04万 | 减仓 |
| XJQCX | NUVEEN CR STRATEGIES INCOME | $14.65万 | 0.00% | 30,075 | -31,476 | -51.1% | -$15.33万 | 减仓 |
| — | FIFTH DIST BANCORP INC | $14.82万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP 看涨期权 | $14.90万 | 0.00% | 1,100 | 1,100 | — | $14.90万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $14.97万 | 0.00% | 13,936 | 13,936 | — | $14.97万 | 新建仓 |
| — | INVESCO VALUE MUN INCOME TR | $15.14万 | 0.00% | 12,452 | -2,197 | -15.0% | -$2.67万 | 减仓 |
| OSCR | OSCAR HEALTH INC 看涨期权 | $15.48万 | 0.00% | 13,500 | -15,000 | -52.6% | -$17.20万 | 重新持有 |
| CRMD | CORMEDIX INC | $16.30万 | 0.00% | 24,000 | 24,000 | — | $16.30万 | 新建仓 |
| INFY | INFOSYS LTD | $16.54万 | 0.00% | 12,245 | 12,245 | — | $16.54万 | 新建仓 |
| LBTYK | LIBERTY GLOBAL LTD | $16.55万 | 0.00% | 14,108 | 14,108 | — | $16.55万 | 新建仓 |
| — | PROSHARES TR II | $16.63万 | 0.00% | 19,990 | 19,990 | — | $16.63万 | 新建仓 |
| — | PIMCO INCOME STRATEGY FD | $16.77万 | 0.00% | 20,959 | 354 | 1.7% | $2,832 | 加仓 |
| — | EMPIRE ST RLTY OP L P | $16.88万 | 0.00% | 32,211 | 0 | 0.0% | — | 不变 |
| PCT | PURECYCLE TECHNOLOGIES INC | $17.39万 | 0.00% | 33,510 | -1,285 | -3.7% | -$6,669 | 减仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $17.57万 | 0.00% | 15,885 | -2,817 | -15.1% | -$3.12万 | 减仓 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $17.79万 | 0.00% | 33,443 | 154 | 0.5% | $819 | 加仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $18.04万 | 0.00% | 21,170 | 21,170 | — | $18.04万 | 新建仓 |
| BANC | BANC OF CALIFORNIA INC | $18.23万 | 0.00% | 10,370 | 10,370 | — | $18.23万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $18.29万 | 0.00% | 1,350 | 1,350 | — | $18.29万 | 新建仓 |
| OCFC | OCEANFIRST FINL CORP | $18.41万 | 0.00% | 10,207 | -1,000 | -8.9% | -$1.80万 | 减仓 |
| — | GRANITESHARES ETF TR | $18.49万 | 0.00% | 16,000 | -9,000 | -36.0% | -$10.40万 | 减仓 |
| PBR | PETROLEO BRASILEIRO S A 看跌期权 | $18.68万 | 0.00% | 9,000 | 9,000 | — | $18.68万 | 新建仓 |
| NUV | NUVEEN MUN VALUE FD INC | $18.70万 | 0.00% | 20,803 | -5,491 | -20.9% | -$4.94万 | 减仓 |
| JFR | NUVEEN FLOATING RATE INCOME | $18.99万 | 0.00% | 25,248 | -1,625 | -6.0% | -$1.22万 | 减仓 |
| FNB | F N B CORP | $19.11万 | 0.00% | 11,432 | 337 | 3.0% | $5,635 | 加仓 |
| BBLU | EA SERIES TRUST | $19.86万 | 0.00% | 13,456 | 702 | 5.5% | $1.04万 | 加仓 |
| MIR | MIRION TECHNOLOGIES INC | $19.88万 | 0.00% | 10,694 | 10,694 | — | $19.88万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $20.02万 | 0.00% | 5,351 | -909 | -14.5% | -$3.40万 | 减仓 |
| WSM | WILLIAMS SONOMA INC 看涨期权 | $20.06万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| NLR | VANECK ETF TRUST | $20.06万 | 0.00% | 1,506 | 1,506 | — | $20.06万 | 新建仓 |
| MOD | MODINE MFG CO | $20.07万 | 0.00% | 926 | 926 | — | $20.07万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $20.07万 | 0.00% | 1,127 | 1,127 | — | $20.07万 | 新建仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $20.07万 | 0.00% | 3,802 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC 看跌期权 | $20.08万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | NUSHARES ETF TR | $20.18万 | 0.00% | 9,527 | 93 | 1.0% | $1,970 | 加仓 |
| HTO | H2O AMERICA | $20.20万 | 0.00% | 3,443 | 3,443 | — | $20.20万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $20.35万 | 0.00% | 3,262 | 3,262 | — | $20.35万 | 新建仓 |
| ALLY | ALLY FINL INC | $20.36万 | 0.00% | 5,189 | 5,189 | — | $20.36万 | 新建仓 |
| UFOX | ETF SER SOLUTIONS | $20.36万 | 0.00% | 2,987 | 2,987 | — | $20.36万 | 新建仓 |
| FUL | FULLER H B CO | $20.45万 | 0.00% | 3,315 | -657 | -16.5% | -$4.05万 | 减仓 |
| PUK | PRUDENTIAL PLC | $20.49万 | 0.00% | 7,205 | 7,205 | — | $20.49万 | 新建仓 |
| FLXR | TCW ETF TRUST | $20.54万 | 0.00% | 5,230 | 5,230 | — | $20.54万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $20.57万 | 0.00% | 637 | 637 | — | $20.57万 | 新建仓 |
| — | SPROTT ETF TRUST | $20.59万 | 0.00% | 2,392 | -174 | -6.8% | -$1.50万 | 减仓 |
| CMS | CMS ENERGY CORP | $20.59万 | 0.00% | 2,654 | 2,654 | — | $20.59万 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $20.60万 | 0.00% | 7,655 | 7,655 | — | $20.60万 | 新建仓 |
| TRP | TC ENERGY CORP | $20.66万 | 0.00% | 3,301 | 3,301 | — | $20.66万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $20.72万 | 0.00% | 2,016 | 7 | 0.3% | $719 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $20.74万 | 0.00% | 8,016 | 8,016 | — | $20.74万 | 新建仓 |
| DVYE | ISHARES INC | $20.79万 | 0.00% | 6,048 | 6,048 | — | $20.79万 | 新建仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $20.80万 | 0.00% | 19,793 | 150 | 0.8% | $1,577 | 加仓 |
| XHB | SPDR SERIES TRUST | $20.90万 | 0.00% | 2,117 | 2,117 | — | $20.90万 | 新建仓 |
| — | EATON VANCE SR FLTNG RTE TR | $21.01万 | 0.00% | 19,931 | -828 | -4.0% | -$8,727 | 减仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $21.05万 | 0.00% | 2,779 | 61 | 2.2% | $4,620 | 加仓 |
| — | INNOVATOR ETFS TRUST | $21.07万 | 0.00% | 7,171 | 7,171 | — | $21.07万 | 新建仓 |
| SMIZ | ZACKS TRUST | $21.10万 | 0.00% | 5,692 | 0 | 0.0% | — | 不变 |
| UDEC | INNOVATOR ETFS TRUST | $21.11万 | 0.00% | 5,436 | 5,436 | — | $21.11万 | 新建仓 |
| MGEE | MGE ENERGY INC | $21.21万 | 0.00% | 2,745 | -81 | -2.9% | -$6,260 | 减仓 |
| STE | STERIS PLC | $21.24万 | 0.00% | 961 | 961 | — | $21.24万 | 新建仓 |
| MRNA | MODERNA INC | $21.27万 | 0.00% | 4,186 | 4,186 | — | $21.27万 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $21.36万 | 0.00% | 5,783 | 2,158 | 59.5% | $7.97万 | 重新持有 |
| FNDC | SCHWAB STRATEGIC TR | $21.42万 | 0.00% | 4,621 | 126 | 2.8% | $5,841 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $21.49万 | 0.00% | 3,471 | 3,471 | — | $21.49万 | 新建仓 |