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 |
|---|---|---|---|---|---|---|---|---|
| CB | CHUBB LIMITED | $2,977.28万 | 0.14% | 87,379 | 11,694 | 15.5% | $398.45万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $2,985.55万 | 0.14% | 1,086,840 | 75,766 | 7.5% | $208.13万 | 加仓 |
| VV | VANGUARD INDEX FDS | $3,021.92万 | 0.14% | 87,869 | -884 | -1.0% | -$30.40万 | 减仓 |
| ESGU | ISHARES TR | $3,023.19万 | 0.14% | 184,713 | 7,008 | 3.9% | $114.70万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $3,027.43万 | 0.14% | 823,566 | 21,318 | 2.7% | $78.36万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $3,061.05万 | 0.14% | 90,500 | -489 | -0.5% | -$16.54万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $3,069.66万 | 0.14% | 26,696 | -5,175 | -16.2% | -$595.05万 | 减仓 |
| MCD | MCDONALDS CORP | $3,112.83万 | 0.14% | 115,144 | -6,526 | -5.4% | -$176.43万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $3,125.89万 | 0.15% | 61,354 | 2,296 | 3.9% | $116.98万 | 加仓 |
| — | UNIFIED SER TR | $3,130.99万 | 0.15% | 841,619 | -5,570 | -0.7% | -$20.72万 | 减仓 |
| VCIT | VANGUARD SCOTTSDALE FDS | $3,141.14万 | 0.15% | 380,053 | 29,388 | 8.4% | $242.89万 | 加仓 |
| RBRK | RUBRIK INC. | $3,145.19万 | 0.15% | 391,778 | -276 | -0.1% | -$2.22万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $3,145.44万 | 0.15% | 214,501 | -70,038 | -24.6% | -$1,027.04万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $3,153.42万 | 0.15% | 157,600 | 155,900 | 9,170.6% | $3,119.40万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $3,154.40万 | 0.15% | 786,045 | 776,136 | 7,832.6% | $3,114.64万 | 加仓 |
| PEP | PEPSICO INC | $3,155.14万 | 0.15% | 233,024 | -9,423 | -3.9% | -$127.59万 | 减仓 |
| KO | COCA COLA CO | $3,166.73万 | 0.15% | 389,645 | 1,253 | 0.3% | $10.18万 | 加仓 |
| DFEV | DIMENSIONAL ETF TRUST | $3,205.95万 | 0.15% | 751,387 | 145,554 | 24.0% | $621.04万 | 加仓 |
| IAU | ISHARES GOLD TR | $3,255.84万 | 0.15% | 431,181 | -24,289 | -5.3% | -$183.41万 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $3,264.16万 | 0.15% | 261,635 | 144,828 | 124.0% | $1,806.87万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,290.13万 | 0.15% | 848,190 | 32,613 | 4.0% | $126.51万 | 加仓 |
| BAC | BANK OF AMER CORP | $3,335.13万 | 0.15% | 585,316 | -36,521 | -5.9% | -$208.10万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3,339.40万 | 0.15% | 77,136 | -1,699 | -2.2% | -$73.55万 | 减仓 |
| VOE | VANGUARD INDEX FDS | $3,353.24万 | 0.16% | 169,698 | 10,517 | 6.6% | $207.82万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $3,409.34万 | 0.16% | 79,042 | -1,912 | -2.4% | -$82.47万 | 减仓 |
| QCOM | QUALCOMM INC | $3,430.63万 | 0.16% | 185,650 | 3,898 | 2.1% | $72.03万 | 加仓 |
| DBMF | LITMAN GREGORY FDS TR | $3,442.91万 | 0.16% | 1,124,767 | 57,755 | 5.4% | $176.79万 | 加仓 |
| SNOW | SNOWFLAKE INC | $3,520.05万 | 0.16% | 138,312 | 4,281 | 3.2% | $108.95万 | 加仓 |
| IWR | ISHARES TR | $3,565.03万 | 0.17% | 323,153 | 5,086 | 1.6% | $56.11万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $3,602.97万 | 0.17% | 997,223 | -47,073 | -4.5% | -$170.07万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $3,649.22万 | 0.17% | 76,412 | -2,500 | -3.2% | -$119.39万 | 减仓 |
| SUB | ISHARES TR | $3,654.40万 | 0.17% | 343,233 | -41,982 | -10.9% | -$446.98万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $3,723.50万 | 0.17% | 72,500 | -2,352 | -3.1% | -$120.80万 | 减仓 |
| APP | APPLOVIN CORP | $3,776.96万 | 0.18% | 73,306 | 66,308 | 947.5% | $3,416.40万 | 加仓 |
| IVE | ISHARES TR | $3,778.50万 | 0.18% | 166,410 | 1,527 | 0.9% | $34.67万 | 加仓 |
| ESGD | ISHARES TR | $3,859.04万 | 0.18% | 375,356 | 6,677 | 1.8% | $68.65万 | 加仓 |
| AMGN | AMGEN INC | $3,912.74万 | 0.18% | 108,053 | -6,391 | -5.6% | -$231.43万 | 减仓 |
| ET | ENERGY TRANSFER L P | $3,949.80万 | 0.18% | 2,065,797 | 142,821 | 7.4% | $273.07万 | 加仓 |
| SPSB | SPDR SERIES TRUST | $3,967.01万 | 0.18% | 1,321,897 | 896,325 | 210.6% | $2,689.87万 | 加仓 |
| IWM | ISHARES TR | $3,992.32万 | 0.19% | 132,878 | -32,023 | -19.4% | -$962.13万 | 减仓 |
| WFC | WELLS FARGO & CO | $4,050.07万 | 0.19% | 490,085 | -19,989 | -3.9% | -$165.19万 | 减仓 |
| MGK | VANGUARD WORLD FD | $4,125.06万 | 0.19% | 469,236 | -3,994 | -0.8% | -$35.11万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $4,140.80万 | 0.19% | 429,143 | -24,473 | -5.4% | -$236.14万 | 减仓 |
| RTX | RTX CORPORATION | $4,157.56万 | 0.19% | 219,131 | 8,313 | 3.9% | $157.72万 | 加仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $4,237.04万 | 0.20% | 1,550,326 | -10,962 | -0.7% | -$29.96万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $4,346.34万 | 0.20% | 839,386 | -40,809 | -4.6% | -$211.31万 | 减仓 |
| VONV | VANGUARD SCOTTSDALE FDS | $4,351.90万 | 0.20% | 409,360 | 132,111 | 47.7% | $1,404.47万 | 加仓 |
| MTUM | ISHARES TR | $4,520.95万 | 0.21% | 131,871 | -806 | -0.6% | -$27.63万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $4,536.09万 | 0.21% | 900,196 | 108,802 | 13.7% | $548.25万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $4,557.79万 | 0.21% | 1,510,702 | -45,612 | -2.9% | -$137.61万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $4,560.88万 | 0.21% | 252,107 | -1,426 | -0.6% | -$25.80万 | 减仓 |
| MRK | MERCK & CO INC | $4,665.51万 | 0.22% | 363,066 | -3,995 | -1.1% | -$51.34万 | 减仓 |
| VBR | VANGUARD INDEX FDS | $4,764.09万 | 0.22% | 196,061 | 16,690 | 9.3% | $405.55万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $4,795.29万 | 0.22% | 115,374 | -7,375 | -6.0% | -$306.53万 | 减仓 |
| TSLA | TESLA INC | $4,837.49万 | 0.22% | 115,014 | -5,917 | -4.9% | -$248.87万 | 减仓 |
| IVW | ISHARES TR | $4,840.10万 | 0.22% | 351,931 | 3,622 | 1.0% | $49.81万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,849.19万 | 0.23% | 227,908 | -55,225 | -19.5% | -$1,175.02万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $4,876.99万 | 0.23% | 1,182,158 | 47,488 | 4.2% | $195.91万 | 加仓 |
| HD | HOME DEPOT INC | $4,905.70万 | 0.23% | 139,098 | -30,542 | -18.0% | -$1,077.15万 | 减仓 |
| ABBV | ABBVIE INC | $4,926.12万 | 0.23% | 195,761 | -4,930 | -2.5% | -$124.06万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $4,994.14万 | 0.23% | 1,045,893 | 128,075 | 14.0% | $611.56万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,008.77万 | 0.23% | 53,536 | -998 | -1.8% | -$93.37万 | 减仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5,180.75万 | 0.24% | 917,272 | 207,850 | 29.3% | $1,173.94万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $5,220.34万 | 0.24% | 785,013 | 32,362 | 4.3% | $215.21万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5,293.90万 | 0.25% | 188,254 | -38,283 | -16.9% | -$1,076.56万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $5,323.79万 | 0.25% | 336,885 | 69,642 | 26.1% | $1,100.55万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $5,349.49万 | 0.25% | 1,057,630 | 68,128 | 6.9% | $344.59万 | 加仓 |
| IWV | ISHARES TR | $5,366.30万 | 0.25% | 125,851 | -15,595 | -11.0% | -$664.97万 | 减仓 |
| DBEF | DBX ETF TR | $5,462.24万 | 0.25% | 999,862 | 45,784 | 4.8% | $250.12万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $5,471.57万 | 0.25% | 1,484,018 | 1,168 | 0.1% | $4.31万 | 加仓 |
| ITOT | ISHARES TR | $5,552.04万 | 0.26% | 337,983 | 6,221 | 1.9% | $102.19万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,579.55万 | 0.26% | 1,759,557 | -1,903 | -0.1% | -$6.03万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5,629.30万 | 0.26% | 482,498 | 229,423 | 90.7% | $2,676.68万 | 加仓 |
| WMT | WALMART INC | $5,794.84万 | 0.27% | 511,640 | 14,164 | 2.8% | $160.42万 | 加仓 |
| IWB | ISHARES TR | $5,795.37万 | 0.27% | 141,523 | -4,876 | -3.3% | -$199.67万 | 减仓 |
| FTNT | FORTINET INC | $5,858.84万 | 0.27% | 381,385 | -13,123 | -3.3% | -$201.60万 | 减仓 |
| GLD | SPDR GOLD TR | $5,973.62万 | 0.28% | 162,159 | 10,743 | 7.1% | $395.75万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $5,987.05万 | 0.28% | 176,755 | 5,059 | 2.9% | $171.36万 | 加仓 |
| CSCO | CISCO SYS INC | $6,000.85万 | 0.28% | 510,885 | -1,460 | -0.3% | -$17.15万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $6,223.58万 | 0.29% | 170,183 | -1,573 | -0.9% | -$57.52万 | 减仓 |
| STIP | ISHARES TR | $6,308.57万 | 0.29% | 617,519 | -22,724 | -3.5% | -$232.15万 | 减仓 |
| IWD | ISHARES TR | $6,340.79万 | 0.29% | 261,551 | -77,176 | -22.8% | -$1,870.98万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $6,348.36万 | 0.29% | 742,585 | 12,768 | 1.7% | $109.15万 | 加仓 |
| OEF | ISHARES TR | $6,352.91万 | 0.29% | 173,639 | 158,456 | 1,043.6% | $5,797.41万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $6,373.43万 | 0.30% | 1,170,296 | -14,160 | -1.2% | -$77.12万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $6,404.44万 | 0.30% | 781,601 | 58,276 | 8.1% | $477.51万 | 加仓 |
| EFA | ISHARES TR | $6,504.69万 | 0.30% | 626,173 | -16,461 | -2.6% | -$171.00万 | 减仓 |
| VB | VANGUARD INDEX FDS | $6,822.53万 | 0.32% | 225,077 | 64,941 | 40.6% | $1,968.49万 | 加仓 |
| DFEM | DIMENSIONAL ETF TRUST | $7,224.26万 | 0.34% | 1,777,623 | 32,069 | 1.8% | $130.33万 | 加仓 |
| HAWX | ISHARES TR | $7,255.07万 | 0.34% | 1,560,237 | -11,674 | -0.7% | -$54.28万 | 减仓 |
| LLY | ELI LILLY & CO | $7,342.65万 | 0.34% | 61,241 | -815 | -1.3% | -$97.72万 | 减仓 |
| EFG | ISHARES TR | $7,369.48万 | 0.34% | 592,307 | 26,340 | 4.7% | $327.72万 | 加仓 |
| DFUV | DIMENSIONAL ETF TRUST | $7,382.37万 | 0.34% | 1,342,005 | -31,471 | -2.3% | -$173.12万 | 减仓 |
| USIG | ISHARES TR | $7,708.58万 | 0.36% | 1,502,940 | -23,115 | -1.5% | -$118.56万 | 减仓 |
| IEMG | ISHARES INC | $7,915.89万 | 0.37% | 955,564 | -261,243 | -21.5% | -$2,164.14万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $8,178.46万 | 0.38% | 1,405,234 | -37,410 | -2.6% | -$217.73万 | 减仓 |
| EFV | ISHARES TR | $8,193.66万 | 0.38% | 1,070,367 | 104,895 | 10.9% | $802.97万 | 加仓 |
| — | EXXON MOBIL CORP | $8,256.03万 | 0.38% | 603,864 | -18,150 | -2.9% | -$248.15万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $8,263.25万 | 0.38% | 926,373 | -7,992 | -0.9% | -$71.29万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $8,297.21万 | 0.39% | 243,306 | -4,329 | -1.7% | -$147.63万 | 减仓 |