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 |
|---|---|---|---|---|---|---|---|---|
| — | ISHARES TR | $26.83万 | 0.00% | 10,350 | 0 | 0.0% | — | 不变 |
| SUSL | ISHARES TR | $26.86万 | 0.00% | 2,365 | -141 | -5.6% | -$1.60万 | 减仓 |
| HDEF | DBX ETF TR | $26.98万 | 0.00% | 8,324 | 0 | 0.0% | — | 不变 |
| SIVR | ABRDN SILVER ETF TRUST | $26.98万 | 0.00% | 3,768 | 3,768 | — | $26.98万 | 新建仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $26.99万 | 0.00% | 21,437 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $26.99万 | 0.00% | 10,336 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $27.03万 | 0.00% | 6,506 | 411 | 6.7% | $1.71万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $27.04万 | 0.00% | 3,263 | 3,263 | — | $27.04万 | 新建仓 |
| — | ISHARES TR | $27.11万 | 0.00% | 10,332 | 0 | 0.0% | — | 不变 |
| SJM | SMUCKER J M CO | $27.20万 | 0.00% | 2,821 | 93 | 3.4% | $8,969 | 加仓 |
| ICVT | ISHARES TR | $27.22万 | 0.00% | 2,674 | 2,674 | — | $27.22万 | 新建仓 |
| ILCV | ISHARES TR | $27.35万 | 0.00% | 2,936 | 2,936 | — | $27.35万 | 新建仓 |
| URA | GLOBAL X FDS | $27.41万 | 0.00% | 5,660 | 5,660 | — | $27.41万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $27.47万 | 0.00% | 1,036 | 1,036 | — | $27.47万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P | $27.49万 | 0.00% | 11,324 | 11,324 | — | $27.49万 | 新建仓 |
| LLY | ELI LILLY & CO 看跌期权 | $27.59万 | 0.00% | 300 | -100 | -25.0% | -$9.20万 | 减仓 |
| OILK | PROSHARES TR | $27.61万 | 0.00% | 5,104 | -4,788 | -48.4% | -$25.90万 | 减仓 |
| XT | ISHARES TR | $27.62万 | 0.00% | 4,052 | -217 | -5.1% | -$1.48万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY 看跌期权 | $27.84万 | 0.00% | 12,500 | 12,500 | — | $27.84万 | 新建仓 |
| ERO | ERO COPPER CORP | $27.94万 | 0.00% | 10,475 | -628 | -5.7% | -$1.67万 | 减仓 |
| — | WISDOMTREE TR | $28.02万 | 0.00% | 8,550 | 8,550 | — | $28.02万 | 新建仓 |
| JOE | ST JOE CO | $28.03万 | 0.00% | 4,464 | -4,288 | -49.0% | -$26.93万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $28.06万 | 0.00% | 11,866 | 11,866 | — | $28.06万 | 新建仓 |
| IYK | ISHARES TR | $28.10万 | 0.00% | 4,012 | 794 | 24.7% | $5.56万 | 加仓 |
| FFBC | 1ST FINL BANCORP | $28.11万 | 0.00% | 10,084 | 10,084 | — | $28.11万 | 新建仓 |
| PTLC | PACER FDS TR | $28.20万 | 0.00% | 5,375 | -2,387 | -30.8% | -$12.52万 | 减仓 |
| FENY | FIDELITY COVINGTON TRUST | $28.21万 | 0.00% | 8,291 | 8,291 | — | $28.21万 | 新建仓 |
| — | ABERDEEN INDIA FD INC | $28.27万 | 0.00% | 24,970 | 1,457 | 6.2% | $1.65万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $28.40万 | 0.00% | 10,192 | 10,192 | — | $28.40万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $28.44万 | 0.00% | 6,353 | -1,906 | -23.1% | -$8.53万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $28.44万 | 0.00% | 6,821 | 6,821 | — | $28.44万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC | $28.55万 | 0.00% | 4,319 | 4,319 | — | $28.55万 | 新建仓 |
| VLUE | ISHARES TR | $28.57万 | 0.00% | 2,009 | 2,009 | — | $28.57万 | 新建仓 |
| CX | CEMEX SA EURO MTN BE 144A | $28.64万 | 0.00% | 25,035 | 0 | 0.0% | — | 不变 |
| ALB | ALBEMARLE CORP | $28.76万 | 0.00% | 1,602 | 1,602 | — | $28.76万 | 新建仓 |
| FFIV | F5 INC | $28.79万 | 0.00% | 995 | 995 | — | $28.79万 | 新建仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $28.83万 | 0.00% | 15,319 | 225 | 1.5% | $4,235 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $28.87万 | 0.00% | 23,305 | 23,305 | — | $28.87万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $28.90万 | 0.00% | 10,291 | 10,291 | — | $28.90万 | 新建仓 |
| GRNY | TIDAL TRUST I | $28.92万 | 0.00% | 12,116 | 1,554 | 14.7% | $3.71万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $28.97万 | 0.00% | 5,410 | 965 | 21.7% | $5.17万 | 加仓 |
| ONB | OLD NATL BANCORP IND | $29.00万 | 0.00% | 13,122 | 13,122 | — | $29.00万 | 新建仓 |
| GRNT | GRANITE RIDGE RESOURCES INC | $29.00万 | 0.00% | 49,411 | 49,411 | — | $29.00万 | 新建仓 |
| VICI | VICI PPTYS INC | $29.04万 | 0.00% | 10,629 | -24,966 | -70.1% | -$68.21万 | 减仓 |
| MLRG | ISHARES TR | $29.05万 | 0.00% | 3,233 | 35 | 1.1% | $3,145 | 加仓 |
| IGLB | ISHARES TR | $29.11万 | 0.00% | 5,865 | 5,865 | — | $29.11万 | 新建仓 |
| NI | NISOURCE INC | $29.15万 | 0.00% | 6,248 | 6,248 | — | $29.15万 | 新建仓 |
| XSD | SPDR SERIES TRUST | $29.26万 | 0.00% | 897 | 897 | — | $29.26万 | 新建仓 |
| WING | WINGSTOP INC | $29.30万 | 0.00% | 1,891 | 400 | 26.8% | $6.20万 | 加仓 |
| CHI | CALAMOS CONV OPPORTUNITIES & | $29.31万 | 0.00% | 27,286 | 8,220 | 43.1% | $8.83万 | 加仓 |
| ARKG | ARK ETF TR 看涨期权 | $29.33万 | 0.00% | 11,100 | 0 | 0.0% | — | 不变 |
| WSFS | WSFS FINL CORP | $29.39万 | 0.00% | 4,489 | 4,489 | — | $29.39万 | 新建仓 |
| FDT | FIRST TR EXCH TRD ALPHDX FD | $29.41万 | 0.00% | 3,383 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $29.47万 | 0.00% | 3,251 | 3,251 | — | $29.47万 | 新建仓 |
| SMDV | PROSHARES TR | $29.51万 | 0.00% | 4,290 | 57 | 1.3% | $3,921 | 加仓 |
| — | GABELLI HEALTHCARE & WELLNES | $29.52万 | 0.00% | 32,615 | 15 | 0.0% | $136 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $29.65万 | 0.00% | 1,700 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $29.67万 | 0.00% | 19,845 | 2,859 | 16.8% | $4.27万 | 加仓 |
| APLD | APPLIED DIGITAL CORP | $29.75万 | 0.00% | 12,533 | 12,533 | — | $29.75万 | 新建仓 |
| IFRA | ISHARES TR | $29.77万 | 0.00% | 5,205 | 781 | 17.7% | $4.47万 | 加仓 |
| MOS | MOSAIC CO | $29.91万 | 0.00% | 11,728 | 1,523 | 14.9% | $3.88万 | 加仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $29.96万 | 0.00% | 5,993 | -15,193 | -71.7% | -$75.96万 | 重新持有 |
| NWG | NATWEST GROUP PLC | $30.06万 | 0.00% | 20,177 | 20,177 | — | $30.06万 | 新建仓 |
| ACMR | ACM RESH INC | $30.17万 | 0.00% | 7,666 | 7,666 | — | $30.17万 | 新建仓 |
| — | HEARTBEAM INC | $30.19万 | 0.00% | 247,458 | 247,458 | — | $30.19万 | 新建仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $30.23万 | 0.00% | 25,067 | 13,252 | 112.2% | $15.98万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $30.24万 | 0.00% | 1,234 | 123 | 11.1% | $3.01万 | 加仓 |
| — | EXCHANGE TRADED CONCEPTS TRU | $30.34万 | 0.00% | 9,188 | 9,188 | — | $30.34万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $30.37万 | 0.00% | 3,235 | 3,235 | — | $30.37万 | 新建仓 |
| — | WEBSTER FINL CORP | $30.47万 | 0.00% | 4,389 | 4,389 | — | $30.47万 | 新建仓 |
| AVA | AVISTA CORP | $30.66万 | 0.00% | 7,637 | 7,637 | — | $30.66万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $30.67万 | 0.00% | 4,437 | 4,437 | — | $30.67万 | 新建仓 |
| AS | AMER SPORTS INC | $30.71万 | 0.00% | 9,328 | 9,328 | — | $30.71万 | 新建仓 |
| EWA | ISHARES INC | $30.72万 | 0.00% | 11,066 | -2,114 | -16.0% | -$5.87万 | 减仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $30.83万 | 0.00% | 9,791 | 9,791 | — | $30.83万 | 新建仓 |
| IBRX | IMMUNITYBIO INC | $30.85万 | 0.00% | 40,227 | 8,181 | 25.5% | $6.27万 | 加仓 |
| BMRC | BANK OF MARIN BANCORP | $30.89万 | 0.00% | 12,051 | 12,051 | — | $30.89万 | 新建仓 |
| DCI | DONALDSON INC | $30.96万 | 0.00% | 3,648 | 3,648 | — | $30.96万 | 新建仓 |
| UNM | UNUM GROUP | $30.99万 | 0.00% | 4,243 | 4,243 | — | $30.99万 | 新建仓 |
| OUSA | ALPS ETF TR | $31.01万 | 0.00% | 5,571 | 1 | 0.0% | $56 | 加仓 |
| FSK | FS KKR CAP CORP | $31.07万 | 0.00% | 30,525 | 962 | 3.3% | $9,793 | 加仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $31.12万 | 0.00% | 1,861 | -86 | -4.4% | -$1.44万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $31.12万 | 0.00% | 7,986 | -59 | -0.7% | -$2,299 | 减仓 |
| KOMP | SPDR SERIES TRUST | $31.19万 | 0.00% | 5,334 | 5,334 | — | $31.19万 | 新建仓 |
| IAG | IAMGOLD CORP | $31.19万 | 0.00% | 16,573 | 6,540 | 65.2% | $12.31万 | 加仓 |
| RL | RALPH LAUREN CORP | $31.38万 | 0.00% | 912 | 912 | — | $31.38万 | 新建仓 |
| B | BARRICK MNG CORP 看涨期权 | $31.41万 | 0.00% | 7,700 | -7,700 | -50.0% | -$31.41万 | 减仓 |
| KEY | KEYCORP | $31.43万 | 0.00% | 15,673 | -7,129 | -31.3% | -$14.29万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $31.51万 | 0.00% | 9,444 | 966 | 11.4% | $3.22万 | 加仓 |
| BBUS | J P MORGAN EXCHANGE TRADED F | $31.56万 | 0.00% | 2,693 | 0 | 0.0% | — | 不变 |
| ILCG | ISHARES TR | $31.62万 | 0.00% | 3,311 | 3,311 | — | $31.62万 | 新建仓 |
| APPF | APPFOLIO INC | $31.67万 | 0.00% | 2,007 | 104 | 5.5% | $1.64万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $31.78万 | 0.00% | 5,119 | 5,119 | — | $31.78万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $31.78万 | 0.00% | 9,767 | 1,254 | 14.7% | $4.08万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $31.79万 | 0.00% | 19,350 | 2,488 | 14.8% | $4.09万 | 加仓 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $31.89万 | 0.00% | 14,707 | 0 | 0.0% | — | 不变 |
| XPH | SPDR SERIES TRUST | $31.93万 | 0.00% | 5,904 | 5,904 | — | $31.93万 | 新建仓 |
| FOCT | FIRST TR EXCHNG TRADED FD VI | $32.09万 | 0.00% | 6,731 | 0 | 0.0% | — | 不变 |
| IBCA | ISHARES TR | $32.20万 | 0.00% | 12,558 | 12,558 | — | $32.20万 | 新建仓 |
| EVRG | EVERGY INC | $32.27万 | 0.00% | 3,939 | 3,939 | — | $32.27万 | 新建仓 |