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 |
|---|---|---|---|---|---|---|---|---|
| ENVX | ENOVIX CORPORATION | $32.28万 | 0.00% | 62,319 | -20 | -0.0% | -$104 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $32.31万 | 0.00% | 46,487 | 46,487 | — | $32.31万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $32.66万 | 0.00% | 10,808 | 2,814 | 35.2% | $8.50万 | 加仓 |
| PSCT | INVESCO EXCH TRADED FD TR II | $32.77万 | 0.00% | 5,455 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $32.90万 | 0.00% | 1,296 | 1,296 | — | $32.90万 | 新建仓 |
| HWKN | HAWKINS INC | $32.98万 | 0.00% | 2,147 | 2,147 | — | $32.98万 | 新建仓 |
| EQNR | EQUINOR ASA | $33.05万 | 0.00% | 7,831 | -3,584 | -31.4% | -$15.12万 | 重新持有 |
| BXP | BXP INC | $33.06万 | 0.00% | 6,370 | 254 | 4.2% | $1.32万 | 加仓 |
| MTG | MGIC INVT CORP WIS | $33.19万 | 0.00% | 12,643 | 2,109 | 20.0% | $5.54万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION | $33.39万 | 0.00% | 4,893 | 801 | 19.6% | $5.47万 | 加仓 |
| GRMN | GARMIN LTD | $33.52万 | 0.00% | 1,445 | -28,237 | -95.1% | -$655.11万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $33.62万 | 0.00% | 5,834 | 1,962 | 50.7% | $11.30万 | 加仓 |
| RLI | RLI CORP | $33.65万 | 0.00% | 5,899 | -360 | -5.8% | -$2.05万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $33.69万 | 0.00% | 984 | 341 | 53.0% | $11.68万 | 加仓 |
| HXL | HEXCEL CORP NEW | $33.74万 | 0.00% | 4,169 | 4,169 | — | $33.74万 | 新建仓 |
| EBND | SPDR SERIES TRUST | $33.76万 | 0.00% | 16,358 | 1,864 | 12.9% | $3.85万 | 加仓 |
| — | J P MORGAN EXCHANGE TRADED F | $33.78万 | 0.00% | 6,779 | 50 | 0.7% | $2,492 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $33.85万 | 0.00% | 3,756 | 1,363 | 57.0% | $12.28万 | 加仓 |
| MTH | MERITAGE HOMES CORP | $33.88万 | 0.00% | 5,478 | 5,478 | — | $33.88万 | 新建仓 |
| SMRI | EA SERIES TRUST | $34.05万 | 0.00% | 9,624 | 9,624 | — | $34.05万 | 新建仓 |
| — | ISHARES TR | $34.07万 | 0.00% | 13,272 | 13,272 | — | $34.07万 | 新建仓 |
| ABCB | AMERIS BANCORP | $34.08万 | 0.00% | 4,370 | 4,370 | — | $34.08万 | 新建仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $34.14万 | 0.00% | 15,346 | 0 | 0.0% | — | 不变 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $34.14万 | 0.00% | 11,577 | 11,577 | — | $34.14万 | 新建仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $34.20万 | 0.00% | 7,140 | 0 | 0.0% | — | 不变 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $34.21万 | 0.00% | 14,625 | 14,625 | — | $34.21万 | 新建仓 |
| FISV | FISERV INC | $34.22万 | 0.00% | 6,132 | 1,546 | 33.7% | $8.63万 | 加仓 |
| RAVI | FLEXSHARES TR | $34.23万 | 0.00% | 4,539 | 0 | 0.0% | — | 不变 |
| ITT | ITT INC | $34.27万 | 0.00% | 1,799 | 1,799 | — | $34.27万 | 新建仓 |
| BALL | BALL CORP | $34.38万 | 0.00% | 5,817 | 5,817 | — | $34.38万 | 新建仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $34.52万 | 0.00% | 32,691 | 9,653 | 41.9% | $10.19万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $34.53万 | 0.00% | 813 | 457 | 128.4% | $19.41万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $34.55万 | 0.00% | 5,226 | 5,226 | — | $34.55万 | 新建仓 |
| CW | CURTISS WRIGHT CORP | $34.61万 | 0.00% | 508 | 53 | 11.6% | $3.61万 | 加仓 |
| IAPR | INNOVATOR ETFS TRUST | $34.62万 | 0.00% | 10,932 | 2,247 | 25.9% | $7.12万 | 加仓 |
| HEI | HEICO CORP NEW | $34.66万 | 0.00% | 1,264 | 312 | 32.8% | $8.56万 | 加仓 |
| WAB | WABTEC | $34.78万 | 0.00% | 1,392 | 1,392 | — | $34.78万 | 新建仓 |
| DVA | DAVITA INC | $34.78万 | 0.00% | 2,263 | 2,263 | — | $34.78万 | 新建仓 |
| LXU | LSB INDS INC | $34.92万 | 0.00% | 23,438 | 5,938 | 33.9% | $8.85万 | 加仓 |
| ALLW | SSGA ACTIVE TR | $34.95万 | 0.00% | 12,116 | 12,116 | — | $34.95万 | 新建仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $34.96万 | 0.00% | 26,563 | 3,991 | 17.7% | $5.25万 | 加仓 |
| BTG | B2GOLD CORP 看涨期权 | $35.20万 | 0.00% | 77,700 | 40,000 | 106.1% | $18.12万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $35.20万 | 0.00% | 5,870 | 1,170 | 24.9% | $7.02万 | 重新持有 |
| SDVY | FIRST TR EXCHANGE TRADED FD | $35.33万 | 0.00% | 8,961 | 986 | 12.4% | $3.89万 | 加仓 |
| ALLE | ALLEGION PLC | $35.34万 | 0.00% | 2,432 | 1,009 | 70.9% | $14.66万 | 加仓 |
| AMCR | AMCOR PLC | $35.65万 | 0.00% | 8,968 | 8,968 | — | $35.65万 | 新建仓 |
| SDOG | ALPS ETF TR | $35.65万 | 0.00% | 5,482 | 1,453 | 36.1% | $9.45万 | 加仓 |
| — | VANGUARD MALVERN FDS | $35.75万 | 0.00% | 7,010 | 7,010 | — | $35.75万 | 新建仓 |
| STXF | EA SERIES TRUST | $35.76万 | 0.00% | 8,520 | 662 | 8.4% | $2.78万 | 加仓 |
| CAM | AB ACTIVE ETFS INC | $35.83万 | 0.00% | 14,352 | 3,615 | 33.7% | $9.03万 | 加仓 |
| INGR | INGREDION INC | $35.88万 | 0.00% | 3,185 | 750 | 30.8% | $8.45万 | 加仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $35.88万 | 0.00% | 20,000 | 20,000 | — | $35.88万 | 新建仓 |
| FRDM | EA SERIES TRUST | $35.90万 | 0.00% | 6,569 | 77 | 1.2% | $4,208 | 加仓 |
| — | TAYLOR MORRISON HOME CORP | $36.02万 | 0.00% | 6,184 | 6,184 | — | $36.02万 | 新建仓 |
| TXT | TEXTRON INC | $36.14万 | 0.00% | 4,127 | 4,127 | — | $36.14万 | 新建仓 |
| HUM | HUMANA INC | $36.23万 | 0.00% | 2,090 | 985 | 89.1% | $17.08万 | 加仓 |
| VFC | V F CORP | $36.24万 | 0.00% | 21,327 | -104 | -0.5% | -$1,767 | 减仓 |
| AGNT | EXP WORLD HLDGS INC | $36.43万 | 0.00% | 60,813 | 285 | 0.5% | $1,707 | 加仓 |
| WTMF | WISDOMTREE TR | $36.44万 | 0.00% | 9,183 | 9,183 | — | $36.44万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $36.60万 | 0.00% | 9,073 | 3,552 | 64.3% | $14.33万 | 加仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $36.68万 | 0.00% | 15,505 | 5,088 | 48.8% | $12.04万 | 加仓 |
| CRK | COMSTOCK RES INC | $36.73万 | 0.00% | 17,422 | 1,207 | 7.4% | $2.54万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $36.73万 | 0.00% | 2,135 | 2,135 | — | $36.73万 | 新建仓 |
| EPP | ISHARES INC | $36.76万 | 0.00% | 6,917 | 1,298 | 23.1% | $6.90万 | 加仓 |
| DNOW | DNOW INC | $36.83万 | 0.00% | 30,921 | -16,767 | -35.2% | -$19.97万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $36.84万 | 0.00% | 13,887 | 1,393 | 11.1% | $3.70万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $36.86万 | 0.00% | 9,909 | -2,610 | -20.8% | -$9.71万 | 减仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $36.93万 | 0.00% | 7,315 | -535 | -6.8% | -$2.70万 | 减仓 |
| IBTJ | ISHARES TR | $36.93万 | 0.00% | 16,909 | 7,450 | 78.8% | $16.27万 | 加仓 |
| HAS | HASBRO INC | $37.13万 | 0.00% | 3,966 | 553 | 16.2% | $5.18万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $37.22万 | 0.00% | 1,280 | 188 | 17.2% | $5.47万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $37.22万 | 0.00% | 2,011 | 2,011 | — | $37.22万 | 新建仓 |
| VTRS | VIATRIS INC | $37.23万 | 0.00% | 27,557 | 13,982 | 103.0% | $18.89万 | 加仓 |
| ARKK | ARK ETF TR | $37.26万 | 0.00% | 5,512 | -81 | -1.4% | -$5,475 | 减仓 |
| PPH | VANECK ETF TRUST | $37.27万 | 0.00% | 3,588 | 3,588 | — | $37.27万 | 新建仓 |
| TTAN | SERVICETITAN INC | $37.29万 | 0.00% | 5,876 | 3,242 | 123.1% | $20.57万 | 加仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $37.35万 | 0.00% | 16,221 | 1,423 | 9.6% | $3.28万 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $37.38万 | 0.00% | 4,900 | 1,333 | 37.4% | $10.17万 | 加仓 |
| SHLD | GLOBAL X FDS | $37.40万 | 0.00% | 5,280 | 5,280 | — | $37.40万 | 新建仓 |
| AVY | AVERY DENNISON CORP | $37.44万 | 0.00% | 2,168 | 379 | 21.2% | $6.55万 | 加仓 |
| CACI | CACI INTL INC | $37.47万 | 0.00% | 689 | 689 | — | $37.47万 | 新建仓 |
| — | SPROTT FDS TR | $37.49万 | 0.00% | 8,250 | 400 | 5.1% | $1.82万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $37.75万 | 0.00% | 5,052 | 1,462 | 40.7% | $10.92万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP 看涨期权 | $38.02万 | 0.00% | 17,700 | 4,000 | 29.2% | $8.59万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $38.04万 | 0.00% | 75,623 | 75,623 | — | $38.04万 | 新建仓 |
| — | SEI EXCHANGE TRADED FUNDS | $38.28万 | 0.00% | 15,129 | 15,129 | — | $38.28万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $38.28万 | 0.00% | 1,157 | 367 | 46.5% | $12.14万 | 加仓 |
| REMX | VANECK ETF TRUST | $38.30万 | 0.00% | 4,352 | 4,352 | — | $38.30万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $38.32万 | 0.00% | 6,247 | 6,247 | — | $38.32万 | 新建仓 |
| OBE | OBSIDIAN ENERGY LTD | $38.34万 | 0.00% | 40,483 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC 看涨期权 | $38.41万 | 0.00% | 2,200 | 2,200 | — | $38.41万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $38.49万 | 0.00% | 8,354 | 8,354 | — | $38.49万 | 新建仓 |
| OBK | ORIGIN BANCORP INC | $38.58万 | 0.00% | 9,305 | 0 | 0.0% | — | 不变 |
| MATX | MATSON INC | $38.74万 | 0.00% | 2,363 | 2,363 | — | $38.74万 | 新建仓 |
| PLAB | PHOTRONICS INC | $39.03万 | 0.00% | 9,658 | 9,658 | — | $39.03万 | 新建仓 |
| IBHF | ISHARES TR | $39.10万 | 0.00% | 17,037 | -3,039 | -15.1% | -$6.97万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC 看跌期权 | $39.21万 | 0.00% | 2,000 | 2,000 | — | $39.21万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $39.27万 | 0.00% | 4,234 | 4,234 | — | $39.27万 | 新建仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $39.28万 | 0.00% | 4,585 | 251 | 5.8% | $2.15万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $39.34万 | 0.00% | 9,964 | 9,964 | — | $39.34万 | 新建仓 |