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 |
|---|---|---|---|---|---|---|---|---|
| DLN | WISDOMTREE TR | $26.98万 | 0.00% | 2,801 | 198 | 7.6% | $1.91万 | 加仓 |
| — | ISHARES TR | $27.00万 | 0.00% | 10,350 | 0 | 0.0% | — | 不变 |
| AVIG | AMERICAN CENTY ETF TR | $27.06万 | 0.00% | 6,534 | 28 | 0.4% | $1,159 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $27.24万 | 0.00% | 4,846 | 1,078 | 28.6% | $6.06万 | 加仓 |
| OTTR | OTTER TAIL CORP | $27.43万 | 0.00% | 3,049 | 20 | 0.7% | $1,799 | 加仓 |
| VSDM | VANGUARD MUN BD FDS | $27.59万 | 0.00% | 3,600 | -1,300 | -26.5% | -$9.96万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $27.67万 | 0.00% | 6,599 | 6,599 | — | $27.67万 | 新建仓 |
| TXT | TEXTRON INC | $27.72万 | 0.00% | 3,022 | -1,105 | -26.8% | -$10.14万 | 减仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $27.76万 | 0.00% | 11,961 | -881 | -6.9% | -$2.04万 | 减仓 |
| FISV | FISERV INC | $27.84万 | 0.00% | 5,662 | -470 | -7.7% | -$2.31万 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $27.88万 | 0.00% | 5,741 | 5,741 | — | $27.88万 | 新建仓 |
| RKT | ROCKET COS INC | $27.90万 | 0.00% | 17,717 | -10,146 | -36.4% | -$15.98万 | 减仓 |
| — | ARK ETF TR | $27.91万 | 0.00% | 9,189 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $27.97万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| ABR | ARBOR REALTY TRUST INC | $27.98万 | 0.00% | 51,631 | -2,140 | -4.0% | -$1.16万 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $28.03万 | 0.00% | 2,693 | 2,693 | — | $28.03万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $28.07万 | 0.00% | 20,339 | -25,886 | -56.0% | -$35.72万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $28.09万 | 0.00% | 6,349 | -472 | -6.9% | -$2.09万 | 减仓 |
| — | ABERDEEN INDIA FD INC | $28.16万 | 0.00% | 23,969 | -1,001 | -4.0% | -$1.18万 | 减仓 |
| IEI | ISHARES TR | $28.22万 | 0.00% | 2,403 | 348 | 16.9% | $4.09万 | 加仓 |
| AN | AUTONATION INC | $28.35万 | 0.00% | 1,526 | 1,526 | — | $28.35万 | 新建仓 |
| UFOX | ETF SER SOLUTIONS | $28.39万 | 0.00% | 2,987 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $28.53万 | 0.00% | 11,074 | 11,074 | — | $28.53万 | 新建仓 |
| IHDG | WISDOMTREE TR | $28.69万 | 0.00% | 5,478 | 0 | 0.0% | — | 不变 |
| GEN | GEN DIGITAL INC | $28.70万 | 0.00% | 11,530 | -1,099 | -8.7% | -$2.74万 | 减仓 |
| MDYV | SPDR SERIES TRUST | $28.78万 | 0.00% | 3,034 | 3,034 | — | $28.78万 | 新建仓 |
| CDE | COEUR MNG INC 看涨期权 | $28.89万 | 0.00% | 17,700 | 17,700 | — | $28.89万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $28.93万 | 0.00% | 13,519 | -5,831 | -30.1% | -$12.48万 | 减仓 |
| SJM | SMUCKER J M CO | $28.96万 | 0.00% | 2,574 | -247 | -8.8% | -$2.78万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $29.01万 | 0.00% | 47,791 | -14,528 | -23.3% | -$8.82万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $29.02万 | 0.00% | 4,544 | 4,544 | — | $29.02万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $29.04万 | 0.00% | 812 | -1,665 | -67.2% | -$59.55万 | 减仓 |
| ICVT | ISHARES TR | $29.05万 | 0.00% | 2,387 | -287 | -10.7% | -$3.49万 | 减仓 |
| BTG | B2GOLD CORP 看涨期权 | $29.06万 | 0.00% | 77,700 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $29.07万 | 0.00% | 1,225 | 1,225 | — | $29.07万 | 新建仓 |
| RHI | ROBERT HALF INC. | $29.13万 | 0.00% | 9,488 | 9,488 | — | $29.13万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $29.17万 | 0.00% | 1,674 | -461 | -21.6% | -$8.03万 | 减仓 |
| VICI | VICI PPTYS INC | $29.17万 | 0.00% | 10,988 | 359 | 3.4% | $9,532 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $29.18万 | 0.00% | 11,888 | 22 | 0.2% | $540 | 加仓 |
| EPP | ISHARES INC | $29.43万 | 0.00% | 5,526 | -1,391 | -20.1% | -$7.41万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.46万 | 0.00% | 7,753 | 7,753 | — | $29.46万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $29.52万 | 0.00% | 60,378 | -4,341 | -6.7% | -$2.12万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $29.55万 | 0.00% | 6,550 | 6,550 | — | $29.55万 | 新建仓 |
| AVA | AVISTA CORP | $29.58万 | 0.00% | 7,230 | -407 | -5.3% | -$1.67万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $29.74万 | 0.00% | 2,082 | -342 | -14.1% | -$4.88万 | 减仓 |
| UPST | UPSTART HLDGS INC | $29.82万 | 0.00% | 8,418 | 17 | 0.2% | $602 | 加仓 |
| AWR | AMER STATES WTR CO | $29.83万 | 0.00% | 3,611 | 3,611 | — | $29.83万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $29.89万 | 0.00% | 4,616 | 4,616 | — | $29.89万 | 新建仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $30.06万 | 0.00% | 29,643 | 9,850 | 49.8% | $9.99万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $30.13万 | 0.00% | 11,420 | 11,420 | — | $30.13万 | 新建仓 |
| — | ISHARES TR | $30.13万 | 0.00% | 11,484 | 1,148 | 11.1% | $3.01万 | 加仓 |
| EFX | EQUIFAX INC | $30.16万 | 0.00% | 1,900 | -5,090 | -72.8% | -$80.79万 | 减仓 |
| — | ISHARES TR | $30.18万 | 0.00% | 11,474 | 1,142 | 11.1% | $3.00万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $30.18万 | 0.00% | 1,115 | -119 | -9.6% | -$3.22万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $30.23万 | 0.00% | 25,127 | 60 | 0.2% | $722 | 加仓 |
| SH | PROSHARES TR | $30.24万 | 0.00% | 9,157 | -2,462 | -21.2% | -$8.13万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $30.35万 | 0.00% | 11,162 | -7,018 | -38.6% | -$19.08万 | 减仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $30.52万 | 0.00% | 1,961 | 1,961 | — | $30.52万 | 新建仓 |
| JPEM | J P MORGAN EXCHANGE TRADED F | $30.57万 | 0.00% | 4,870 | 4,870 | — | $30.57万 | 新建仓 |
| APPF | APPFOLIO INC | $30.61万 | 0.00% | 1,909 | -98 | -4.9% | -$1.57万 | 减仓 |
| PLMR | PALOMAR HLDGS INC | $30.67万 | 0.00% | 2,427 | 386 | 18.9% | $4.88万 | 加仓 |
| CX | CEMEX SA EURO MTN BE 144A | $30.70万 | 0.00% | 25,586 | 551 | 2.2% | $6,612 | 加仓 |
| IQLT | ISHARES TR | $30.78万 | 0.00% | 6,213 | 1,139 | 22.4% | $5.64万 | 加仓 |
| DINO | HF SINCLAIR CORP | $30.84万 | 0.00% | 4,427 | 1,165 | 35.7% | $8.11万 | 加仓 |
| WDAY | WORKDAY INC | $30.91万 | 0.00% | 2,525 | -56,505 | -95.7% | -$691.81万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $30.99万 | 0.00% | 4,496 | -1,318 | -22.7% | -$9.09万 | 减仓 |
| EUSB | ISHARES TR | $31.01万 | 0.00% | 7,137 | 7,137 | — | $31.01万 | 新建仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $31.10万 | 0.00% | 4,825 | -7,680 | -61.4% | -$49.50万 | 减仓 |
| PCEF | INVESCO EXCH TRADED FD TR II | $31.13万 | 0.00% | 15,326 | 7 | 0.0% | $142 | 加仓 |
| PID | INVESCO EXCHANGE TRADED FD T | $31.20万 | 0.00% | 14,053 | -1,293 | -8.4% | -$2.87万 | 减仓 |
| AIA | ISHARES TR | $31.26万 | 0.00% | 2,207 | 2,207 | — | $31.26万 | 新建仓 |
| EWA | ISHARES INC | $31.27万 | 0.00% | 11,105 | 39 | 0.4% | $1,098 | 加仓 |
| PTLC | PACER FDS TR | $31.31万 | 0.00% | 5,375 | 0 | 0.0% | — | 不变 |
| SPGM | SPDR INDEX SHS FDS | $31.35万 | 0.00% | 3,659 | 3,659 | — | $31.35万 | 新建仓 |
| CGIE | CAPITAL GROUP INTERNATIONAL | $31.43万 | 0.00% | 8,546 | 1,104 | 14.8% | $4.06万 | 加仓 |
| AA | ALCOA CORP | $31.47万 | 0.00% | 6,036 | -376 | -5.9% | -$1.96万 | 减仓 |
| CVE | CENOVUS ENERGY INC | $31.52万 | 0.00% | 12,704 | -1,183 | -8.5% | -$2.93万 | 减仓 |
| ITT | ITT INC | $31.80万 | 0.00% | 1,608 | -191 | -10.6% | -$3.78万 | 减仓 |
| — | FIDELITY GREENWOOD STREET TR | $31.80万 | 0.00% | 11,009 | 11,009 | — | $31.80万 | 新建仓 |
| VRSN | VERISIGN INC | $31.87万 | 0.00% | 1,267 | 218 | 20.8% | $5.48万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $31.90万 | 0.00% | 1,742 | 1,742 | — | $31.90万 | 新建仓 |
| FHEQ | FIDELITY GREENWOOD STREET TR | $31.92万 | 0.00% | 9,693 | 9,693 | — | $31.92万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $31.97万 | 0.00% | 10,291 | 0 | 0.0% | — | 不变 |
| BSJS | INVESCO EXCH TRD SLF IDX FD | $31.98万 | 0.00% | 14,707 | 0 | 0.0% | — | 不变 |
| — | ALPS ETF TR | $32.00万 | 0.00% | 4,949 | 4,949 | — | $32.00万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $32.05万 | 0.00% | 10,192 | 0 | 0.0% | — | 不变 |
| SWKS | SKYWORKS SOLUTIONS INC | $32.14万 | 0.00% | 4,741 | -669 | -12.4% | -$4.54万 | 减仓 |
| — | SPROTT FDS TR | $32.21万 | 0.00% | 8,250 | 0 | 0.0% | — | 不变 |
| HROW | HARROW INC | $32.26万 | 0.00% | 7,596 | 7,596 | — | $32.26万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $32.31万 | 0.00% | 17,553 | -10,729 | -37.9% | -$19.75万 | 减仓 |
| UNM | UNUM GROUP | $32.33万 | 0.00% | 3,616 | -627 | -14.8% | -$5.61万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $32.42万 | 0.00% | 34,525 | 3,792 | 12.3% | $3.56万 | 加仓 |
| BALL | BALL CORP | $32.54万 | 0.00% | 5,214 | -603 | -10.4% | -$3.76万 | 减仓 |
| DCI | DONALDSON INC | $32.55万 | 0.00% | 3,626 | -22 | -0.6% | -$1,975 | 减仓 |
| AXTI | AXT INC | $32.59万 | 0.00% | 4,522 | 4,522 | — | $32.59万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $32.61万 | 0.00% | 8,785 | 2,636 | 42.9% | $9.78万 | 加仓 |
| EBND | SPDR SERIES TRUST | $32.67万 | 0.00% | 15,616 | -742 | -4.5% | -$1.55万 | 减仓 |
| AGIX | KRANESHARES TRUST | $32.76万 | 0.00% | 6,986 | 6,986 | — | $32.76万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $32.77万 | 0.00% | 2,443 | -1,153 | -32.1% | -$15.47万 | 减仓 |
| XES | SPDR SERIES TRUST | $32.77万 | 0.00% | 2,924 | 2,924 | — | $32.77万 | 新建仓 |