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 |
|---|---|---|---|---|---|---|---|---|
| — | DIMENSIONAL ETF TRUST | $8,301.48万 | 0.39% | 1,989,330 | 103,183 | 5.5% | $430.58万 | 加仓 |
| MUB | ISHARES TR | $8,376.14万 | 0.39% | 778,307 | 22,229 | 2.9% | $239.23万 | 加仓 |
| MBB | ISHARES TR | $8,548.89万 | 0.40% | 904,453 | 26,823 | 3.1% | $253.53万 | 加仓 |
| IDEV | ISHARES TR | $8,720.18万 | 0.40% | 979,686 | -301,340 | -23.5% | -$2,682.23万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $8,785.84万 | 0.41% | 3,171,782 | 46,029 | 1.5% | $127.50万 | 加仓 |
| DFLV | DIMENSIONAL ETF TRUST | $9,142.97万 | 0.42% | 2,312,335 | 121,301 | 5.5% | $479.62万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $9,286.35万 | 0.43% | 365,648 | -649 | -0.2% | -$16.48万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $9,444.50万 | 0.44% | 2,289,576 | 140,463 | 6.5% | $579.41万 | 加仓 |
| IEFA | ISHARES TR | $9,536.50万 | 0.44% | 987,420 | 109,865 | 12.5% | $1,061.08万 | 加仓 |
| DFIC | DIMENSIONAL ETF TRUST | $9,617.17万 | 0.45% | 2,581,098 | -15,061 | -0.6% | -$56.12万 | 减仓 |
| CAT | CATERPILLAR INC | $9,655.18万 | 0.45% | 90,687 | -3,299 | -3.5% | -$351.23万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $9,681.27万 | 0.45% | 3,653,308 | -34,041 | -0.9% | -$90.21万 | 减仓 |
| CVX | CHEVRON CORPORATION | $9,713.90万 | 0.45% | 586,022 | -26,914 | -4.4% | -$446.13万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1.02亿 | 0.47% | 1,303,886 | 76,813 | 6.3% | $598.45万 | 加仓 |
| META | META PLATFORMS INC | $1.05亿 | 0.49% | 186,949 | -85,009 | -31.3% | -$4,788.47万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.06亿 | 0.49% | 1,965,098 | 561,806 | 40.0% | $3,034.88万 | 加仓 |
| IJH | ISHARES TR | $1.08亿 | 0.50% | 1,396,856 | -41,358 | -2.9% | -$318.91万 | 减仓 |
| DGRO | ISHARES TR | $1.09亿 | 0.51% | 1,441,791 | 47,394 | 3.4% | $359.20万 | 加仓 |
| V | VISA INC | $1.10亿 | 0.51% | 319,231 | 3,405 | 1.1% | $116.81万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.16亿 | 0.54% | 1,944,050 | -63,981 | -3.2% | -$381.90万 | 减仓 |
| GOOG | ALPHABET INC | $1.18亿 | 0.55% | 334,171 | -31,758 | -8.7% | -$1,121.82万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.19亿 | 0.55% | 501,401 | 122,543 | 32.3% | $2,899.61万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1.21亿 | 0.56% | 2,503,755 | 13,341 | 0.5% | $64.61万 | 加仓 |
| IJR | ISHARES TR | $1.27亿 | 0.59% | 854,136 | -34,027 | -3.8% | -$504.65万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.28亿 | 0.59% | 220,339 | -21,895 | -9.0% | -$1,271.21万 | 减仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.36亿 | 0.63% | 3,917,972 | 44,859 | 1.2% | $156.15万 | 加仓 |
| USMV | ISHARES TR | $1.37亿 | 0.64% | 1,419,542 | 63,372 | 4.7% | $611.29万 | 加仓 |
| QUAL | ISHARES TR | $1.38亿 | 0.64% | 627,286 | 278,292 | 79.7% | $6,106.56万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.44亿 | 0.67% | 1,125,582 | 35,204 | 3.2% | $450.89万 | 加仓 |
| AVGO | BROADCOM INC | $1.48亿 | 0.69% | 391,561 | 33,349 | 9.3% | $1,259.76万 | 加仓 |
| AGG | ISHARES TR | $1.51亿 | 0.70% | 1,529,585 | 18,330 | 1.2% | $181.43万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.52亿 | 0.71% | 2,939,806 | 138,453 | 4.9% | $715.66万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.52亿 | 0.71% | 1,190,589 | 117,272 | 10.9% | $1,498.85万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.55亿 | 0.72% | 474,800 | 12,851 | 2.8% | $420.65万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.65亿 | 0.76% | 3,897,346 | 181,906 | 4.9% | $767.83万 | 加仓 |
| IWF | ISHARES TR | $1.81亿 | 0.84% | 1,460,176 | 55,852 | 4.0% | $693.51万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.85亿 | 0.86% | 251,670 | 32,626 | 14.9% | $2,402.62万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.92亿 | 0.89% | 384,143 | 28,068 | 7.9% | $1,404.47万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.98亿 | 0.92% | 265,392 | -2,030 | -0.8% | -$151.60万 | 减仓 |
| AMZN | AMAZON COM INC | $2.11亿 | 0.98% | 885,351 | -134,956 | -13.2% | -$3,216.46万 | 减仓 |
| GOOGL | ALPHABET INC | $2.18亿 | 1.01% | 608,734 | -8,723 | -1.4% | -$311.69万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $2.21亿 | 1.03% | 3,009,938 | 410,612 | 15.8% | $3,014.30万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.28亿 | 1.06% | 6,744,828 | 43,718 | 0.7% | $147.94万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2.30亿 | 1.07% | 7,813,084 | 44,373 | 0.6% | $130.59万 | 加仓 |
| LII | LENNOX INTL INC | $2.39亿 | 1.11% | 417,517 | 95 | 0.0% | $5.44万 | 加仓 |
| VO | VANGUARD INDEX FDS | $2.54亿 | 1.18% | 3,154,240 | 185,452 | 6.2% | $1,494.19万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $2.61亿 | 1.21% | 5,886,102 | -15,019 | -0.3% | -$66.62万 | 减仓 |
| MSFT | MICROSOFT CORP | $3.26亿 | 1.51% | 874,315 | -16,747 | -1.9% | -$624.70万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3.26亿 | 1.51% | 3,787,752 | 103,992 | 2.8% | $895.79万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3.29亿 | 1.53% | 1,508,278 | 191,374 | 14.5% | $4,170.61万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3.61亿 | 1.68% | 5,066,216 | 96,444 | 1.9% | $687.16万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3.66亿 | 1.70% | 989,592 | -36,875 | -3.6% | -$1,364.52万 | 减仓 |
| IVV | ISHARES TR | $5.13亿 | 2.38% | 684,738 | -19,368 | -2.8% | -$1,450.45万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5.16亿 | 2.39% | 2,578,864 | 253,351 | 10.9% | $5,069.30万 | 加仓 |
| AAPL | APPLE INC | $6.24亿 | 2.89% | 2,155,331 | 12,685 | 0.6% | $367.02万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $8.08亿 | 3.75% | 1,176,174 | 91,954 | 8.5% | $6,315.49万 | 加仓 |