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 |
|---|---|---|---|---|---|---|---|---|
| NJUL | INNOVATOR ETFS TRUST | $21.51万 | 0.00% | 3,012 | 3,012 | — | $21.51万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $21.52万 | 0.00% | 5,967 | -488 | -7.6% | -$1.76万 | 减仓 |
| UPST | UPSTART HLDGS INC | $21.55万 | 0.00% | 8,401 | -300 | -3.4% | -$7,695 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $21.60万 | 0.00% | 2,321 | 2,321 | — | $21.60万 | 新建仓 |
| CGUI | CAPITAL GRP FIXED INCM ETF T | $21.63万 | 0.00% | 8,555 | 8,555 | — | $21.63万 | 新建仓 |
| GKAT | ADVISORS SER TR | $21.66万 | 0.00% | 5,301 | 5,301 | — | $21.66万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $21.73万 | 0.00% | 9,543 | 2,537 | 36.2% | $5.78万 | 加仓 |
| HL | HECLA MINING COMPANY | $21.85万 | 0.00% | 11,730 | -1,634 | -12.2% | -$3.04万 | 减仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $21.89万 | 0.00% | 12,793 | 2,425 | 23.4% | $4.15万 | 加仓 |
| IIPR | INNOVATIVE INDL PPTYS INC | $22.00万 | 0.00% | 4,385 | -339 | -7.2% | -$1.70万 | 重新持有 |
| CVNA | CARVANA CO | $22.06万 | 0.00% | 702 | 702 | — | $22.06万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $22.07万 | 0.00% | 4,018 | 4,018 | — | $22.07万 | 新建仓 |
| AX | AXOS FINANCIAL INC | $22.07万 | 0.00% | 2,594 | 2,594 | — | $22.07万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $22.14万 | 0.00% | 1,043 | 1,043 | — | $22.14万 | 新建仓 |
| NOCT | INNOVATOR ETFS TRUST | $22.16万 | 0.00% | 3,931 | 3,931 | — | $22.16万 | 新建仓 |
| — | CANARY CAPITAL GROUP LLX | $22.17万 | 0.00% | 18,612 | -332 | -1.8% | -$3,954 | 减仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $22.20万 | 0.00% | 1,896 | 1,896 | — | $22.20万 | 新建仓 |
| EWS | ISHARES INC | $22.21万 | 0.00% | 7,870 | 7,870 | — | $22.21万 | 新建仓 |
| — | FLAHERTY & CRUMRINE PFD INCO | $22.24万 | 0.00% | 19,889 | 19,889 | — | $22.24万 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $22.25万 | 0.00% | 3,419 | 3,419 | — | $22.25万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $22.26万 | 0.00% | 5,409 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $22.32万 | 0.00% | 8,710 | 0 | 0.0% | — | 不变 |
| — | FIRST TR EXCHNG TRADED FD VI | $22.34万 | 0.00% | 13,318 | 140 | 1.1% | $2,348 | 加仓 |
| — | OPTEX SYS HLDGS INC | $22.35万 | 0.00% | 16,900 | 2,850 | 20.3% | $3.77万 | 加仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $22.46万 | 0.00% | 2,302 | -924 | -28.6% | -$9.02万 | 减仓 |
| STWD | STARWOOD PPTY TR INC | $22.50万 | 0.00% | 13,068 | 2,647 | 25.4% | $4.56万 | 加仓 |
| NYF | ISHARES TR | $22.54万 | 0.00% | 4,244 | 4,244 | — | $22.54万 | 新建仓 |
| IAGG | ISHARES TR | $22.64万 | 0.00% | 4,525 | 4,525 | — | $22.64万 | 新建仓 |
| AOA | ISHARES TR | $22.65万 | 0.00% | 2,560 | 85 | 3.4% | $7,521 | 加仓 |
| — | INNOVATOR ETFS TRUST | $22.66万 | 0.00% | 8,819 | 8,819 | — | $22.66万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $22.70万 | 0.00% | 6,924 | 6,924 | — | $22.70万 | 新建仓 |
| SFNC | SIMMONS FIRST NATL CORP | $22.75万 | 0.00% | 11,695 | -385 | -3.2% | -$7,488 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $22.95万 | 0.00% | 11,090 | -1,382 | -11.1% | -$2.86万 | 减仓 |
| GTLB | GITLAB INC | $23.04万 | 0.00% | 10,645 | 2,150 | 25.3% | $4.65万 | 加仓 |
| MGTX | MEIRAGTX HLDGS PLC | $23.18万 | 0.00% | 26,763 | 6,000 | 28.9% | $5.20万 | 加仓 |
| DLN | WISDOMTREE TR | $23.25万 | 0.00% | 2,603 | 0 | 0.0% | — | 不变 |
| USA | LIBERTY ALL STAR EQUITY FD | $23.27万 | 0.00% | 41,937 | 615 | 1.5% | $3,413 | 加仓 |
| IREN | IREN LIMITED | $23.30万 | 0.00% | 6,797 | 6,797 | — | $23.30万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $23.30万 | 0.00% | 829 | 829 | — | $23.30万 | 新建仓 |
| IQLT | ISHARES TR | $23.46万 | 0.00% | 5,074 | 5,074 | — | $23.46万 | 新建仓 |
| SCI | SERVICE CORP INTL | $23.55万 | 0.00% | 2,854 | -538 | -15.9% | -$4.44万 | 重新持有 |
| MAS | MASCO CORP | $23.56万 | 0.00% | 3,903 | 3,903 | — | $23.56万 | 新建仓 |
| NVT | NVENT ELEC PLC | $23.63万 | 0.00% | 1,997 | 1,997 | — | $23.63万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $23.65万 | 0.00% | 6,011 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $23.78万 | 0.00% | 4,879 | 4,879 | — | $23.78万 | 新建仓 |
| GEN | GEN DIGITAL INC | $23.78万 | 0.00% | 12,629 | 3,106 | 32.6% | $5.85万 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $23.80万 | 0.00% | 1,444 | -377 | -20.7% | -$6.21万 | 减仓 |
| ILMN | ILLUMINA INC | $23.98万 | 0.00% | 1,945 | 1,945 | — | $23.98万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $24.13万 | 0.00% | 2,529 | -38 | -1.5% | -$3,626 | 重新持有 |
| EXEL | EXELIXIS INC | $24.13万 | 0.00% | 5,626 | 5,626 | — | $24.13万 | 新建仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $24.17万 | 0.00% | 4,301 | 93 | 2.2% | $5,226 | 加仓 |
| CASY | CASEYS GEN STORES INC | $24.31万 | 0.00% | 334 | 334 | — | $24.31万 | 新建仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $24.32万 | 0.00% | 12,699 | 490 | 4.0% | $9,383 | 重新持有 |
| IEI | ISHARES TR | $24.37万 | 0.00% | 2,055 | 329 | 19.1% | $3.90万 | 重新持有 |
| PLMR | PALOMAR HLDGS INC | $24.39万 | 0.00% | 2,041 | 2,041 | — | $24.39万 | 新建仓 |
| ARGX | ARGENX SE | $24.39万 | 0.00% | 334 | 334 | — | $24.39万 | 新建仓 |
| DXJ | WISDOMTREE TR | $24.43万 | 0.00% | 1,541 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $24.49万 | 0.00% | 6,149 | 6,149 | — | $24.49万 | 新建仓 |
| AIZ | ASSURANT INC | $24.52万 | 0.00% | 1,126 | 1,126 | — | $24.52万 | 新建仓 |
| THO | THOR INDS INC | $24.53万 | 0.00% | 3,070 | 3,070 | — | $24.53万 | 新建仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $24.67万 | 0.00% | 7,268 | 7,268 | — | $24.67万 | 新建仓 |
| — | ARK ETF TR | $24.74万 | 0.00% | 9,189 | 9,189 | — | $24.74万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $24.80万 | 0.00% | 1,527 | 329 | 27.5% | $5.34万 | 加仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $24.92万 | 0.00% | 10,027 | 797 | 8.6% | $1.98万 | 加仓 |
| DHS | WISDOMTREE TR | $24.97万 | 0.00% | 2,286 | -6,609 | -74.3% | -$72.19万 | 重新持有 |
| MOH | MOLINA HEALTHCARE INC | $25.06万 | 0.00% | 1,880 | 464 | 32.8% | $6.19万 | 加仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $25.11万 | 0.00% | 60,500 | 60,500 | — | $25.11万 | 新建仓 |
| BOTZ | GLOBAL X FDS | $25.15万 | 0.00% | 7,571 | 1,265 | 20.1% | $4.20万 | 加仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $25.16万 | 0.00% | 11,532 | 919 | 8.7% | $2.00万 | 加仓 |
| CQP | CHENIERE ENERGY PARTNERS L P | $25.16万 | 0.00% | 3,893 | 0 | 0.0% | — | 不变 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $25.17万 | 0.00% | 7,442 | 7,442 | — | $25.17万 | 新建仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $25.24万 | 0.00% | 4,968 | 4,968 | — | $25.24万 | 新建仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $25.45万 | 0.00% | 12,842 | 162 | 1.3% | $3,211 | 加仓 |
| SPYD | SPDR SERIES TRUST | $25.51万 | 0.00% | 5,604 | 886 | 18.8% | $4.03万 | 加仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $25.54万 | 0.00% | 4,783 | -50 | -1.0% | -$2,670 | 减仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $25.59万 | 0.00% | 12,256 | -126 | -1.0% | -$2,631 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $25.66万 | 0.00% | 3,327 | 677 | 25.5% | $5.22万 | 加仓 |
| HEI/A | HEICO CORP NEW | $25.67万 | 0.00% | 1,216 | 64 | 5.6% | $1.35万 | 加仓 |
| — | ETF SER SOLUTIONS | $25.71万 | 0.00% | 4,550 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC | $25.76万 | 0.00% | 1,796 | 1,796 | — | $25.76万 | 新建仓 |
| JJSF | J & J SNACK FOODS CORP | $25.86万 | 0.00% | 3,262 | 3,262 | — | $25.86万 | 新建仓 |
| SILJ | AMPLIFY ETF TR 看涨期权 | $25.86万 | 0.00% | 8,700 | 8,700 | — | $25.86万 | 新建仓 |
| QXO | QXO INC | $25.86万 | 0.00% | 13,318 | 13,318 | — | $25.86万 | 新建仓 |
| DTD | WISDOMTREE TR | $25.91万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| CLF | CLEVELAND-CLIFFS INC NEW | $25.97万 | 0.00% | 30,733 | 30,733 | — | $25.97万 | 新建仓 |
| EMO | CLEARBRIDGE ENERGY MIDSTREAM | $26.00万 | 0.00% | 4,923 | 4,923 | — | $26.00万 | 新建仓 |
| VRSN | VERISIGN INC | $26.05万 | 0.00% | 1,049 | 1,049 | — | $26.05万 | 新建仓 |
| SNDA | SONIDA SENIOR LIVING INC | $26.09万 | 0.00% | 8,089 | 8,089 | — | $26.09万 | 新建仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $26.34万 | 0.00% | 9,166 | -3,313 | -26.5% | -$9.52万 | 减仓 |
| ALAB | ASTERA LABS INC | $26.35万 | 0.00% | 2,404 | 2,404 | — | $26.35万 | 新建仓 |
| IHDG | WISDOMTREE TR | $26.38万 | 0.00% | 5,478 | 5,478 | — | $26.38万 | 新建仓 |
| UMBF | UMB FINL CORP | $26.41万 | 0.00% | 2,342 | 2,342 | — | $26.41万 | 新建仓 |
| ACI | ALBERTSONS COS INC | $26.46万 | 0.00% | 15,528 | 874 | 6.0% | $1.49万 | 加仓 |
| HEDJ | WISDOMTREE TR | $26.47万 | 0.00% | 5,062 | 5,062 | — | $26.47万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $26.57万 | 0.00% | 23,574 | 23,574 | — | $26.57万 | 新建仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $26.58万 | 0.00% | 11,359 | 1,297 | 12.9% | $3.03万 | 加仓 |
| OTTR | OTTER TAIL CORP | $26.58万 | 0.00% | 3,029 | 239 | 8.6% | $2.10万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $26.64万 | 0.00% | 10,776 | 176 | 1.7% | $4,352 | 加仓 |
| THG | HANOVER INS GROUP INC | $26.66万 | 0.00% | 1,538 | 1,538 | — | $26.66万 | 新建仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $26.81万 | 0.00% | 6,473 | 6,473 | — | $26.81万 | 新建仓 |