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 |
|---|---|---|---|---|---|---|---|---|
| WTS | WATTS WATER TECHNOLOGIES INC | $39.39万 | 0.00% | 1,357 | 1,357 | — | $39.39万 | 新建仓 |
| HYLB | DBX ETF TR | $39.54万 | 0.00% | 10,935 | -58 | -0.5% | -$2,097 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $39.57万 | 0.00% | 9,174 | 9,174 | — | $39.57万 | 新建仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $39.67万 | 0.00% | 7,996 | 425 | 5.6% | $2.11万 | 加仓 |
| — | ISHARES TR | $39.70万 | 0.00% | 6,099 | 6,099 | — | $39.70万 | 新建仓 |
| RKT | ROCKET COS INC | $39.70万 | 0.00% | 27,863 | 893 | 3.3% | $1.27万 | 加仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $39.79万 | 0.00% | 17,789 | -440 | -2.4% | -$9,841 | 减仓 |
| — | INNOVATOR ETFS TRUST | $39.94万 | 0.00% | 11,512 | -541 | -4.5% | -$1.88万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $39.99万 | 0.00% | 5,814 | -274 | -4.5% | -$1.88万 | 减仓 |
| IVT | INVENTRUST PPTYS CORP | $40.04万 | 0.00% | 13,145 | 3,039 | 30.1% | $9.26万 | 加仓 |
| IXG | ISHARES TR | $40.21万 | 0.00% | 3,527 | 142 | 4.2% | $1.62万 | 加仓 |
| WDS | WOODSIDE ENERGY GROUP LTD | $40.35万 | 0.00% | 16,895 | 16,895 | — | $40.35万 | 新建仓 |
| VIA | VIA TRANSN INC | $40.39万 | 0.00% | 26,925 | 26,925 | — | $40.39万 | 新建仓 |
| SYF | SYNCHRONY FINANCIAL | $40.50万 | 0.00% | 5,954 | 2,973 | 99.7% | $20.22万 | 加仓 |
| BHK | BLACKROCK CORE BD TR | $40.51万 | 0.00% | 44,225 | -131,035 | -74.8% | -$120.03万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $40.56万 | 0.00% | 13,786 | 13,786 | — | $40.56万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $40.62万 | 0.00% | 13,669 | 0 | 0.0% | — | 不变 |
| FLOT | ISHARES TR | $40.63万 | 0.00% | 7,975 | 339 | 4.4% | $1.73万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $40.64万 | 0.00% | 14,731 | 2,158 | 17.2% | $5.95万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $40.77万 | 0.00% | 9,304 | 3,987 | 75.0% | $17.47万 | 重新持有 |
| IWY | ISHARES TR | $41.43万 | 0.00% | 1,665 | 1,665 | — | $41.43万 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC | $41.46万 | 0.00% | 53,771 | 1,638 | 3.1% | $1.26万 | 加仓 |
| — | AB ACTIVE ETFS INC | $41.52万 | 0.00% | 16,689 | -6,151 | -26.9% | -$15.30万 | 重新持有 |
| PAVE | GLOBAL X FDS | $41.61万 | 0.00% | 8,189 | -524 | -6.0% | -$2.66万 | 减仓 |
| DTCR | GLOBAL X FDS | $41.94万 | 0.00% | 17,504 | 4,504 | 34.6% | $10.79万 | 加仓 |
| EXP | EAGLE MATLS INC | $42.02万 | 0.00% | 2,218 | 2,218 | — | $42.02万 | 新建仓 |
| SUSB | ISHARES TR | $42.05万 | 0.00% | 16,774 | 6,114 | 57.4% | $15.33万 | 加仓 |
| — | HERITAGE COMM CORP | $42.12万 | 0.00% | 33,753 | 33,753 | — | $42.12万 | 新建仓 |
| TRMB | TRIMBLE INC | $42.24万 | 0.00% | 6,476 | 2,404 | 59.0% | $15.68万 | 加仓 |
| AA | ALCOA CORP | $42.53万 | 0.00% | 6,412 | 1,242 | 24.0% | $8.24万 | 加仓 |
| BWA | BORGWARNER INC | $42.54万 | 0.00% | 7,840 | 1,396 | 21.7% | $7.57万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD 看涨期权 | $42.57万 | 0.00% | 27,700 | 0 | 0.0% | — | 不变 |
| VBIL | VANGUARD INSTL INDEX FD | $42.75万 | 0.00% | 5,651 | 2,435 | 75.7% | $18.42万 | 加仓 |
| RIG | TRANSOCEAN LTD | $42.91万 | 0.00% | 64,719 | -1,970 | -3.0% | -$1.31万 | 减仓 |
| TCBX | THIRD COAST BANCSHARES INC | $42.93万 | 0.00% | 11,347 | 11,347 | — | $42.93万 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $42.93万 | 0.00% | 37,010 | 2,010 | 5.7% | $2.33万 | 加仓 |
| FDVV | FIDELITY COVINGTON TRUST | $43.64万 | 0.00% | 7,899 | 0 | 0.0% | — | 不变 |
| MP | MP MATERIALS CORP | $43.69万 | 0.00% | 9,052 | 3,392 | 59.9% | $16.37万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $43.69万 | 0.00% | 12,949 | 12,949 | — | $43.69万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $43.77万 | 0.00% | 2,216 | -25 | -1.1% | -$4,938 | 减仓 |
| IYC | ISHARES TR | $43.79万 | 0.00% | 4,518 | 1,070 | 31.0% | $10.37万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $43.92万 | 0.00% | 23,522 | 23,522 | — | $43.92万 | 新建仓 |
| IYT | ISHARES TR | $43.97万 | 0.00% | 5,894 | -1,041 | -15.0% | -$7.77万 | 减仓 |
| SH | PROSHARES TR | $44.07万 | 0.00% | 11,619 | 1,576 | 15.7% | $5.98万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC | $44.15万 | 0.00% | 2,227 | 2,227 | — | $44.15万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $44.33万 | 0.00% | 6,307 | 45 | 0.7% | $3,163 | 加仓 |
| — | FIRST TR EXCH TRD ALPHDX FD | $44.53万 | 0.00% | 5,614 | 5,614 | — | $44.53万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $44.78万 | 0.00% | 2,848 | 838 | 41.7% | $13.18万 | 加仓 |
| IYZ | ISHARES TR | $45.01万 | 0.00% | 11,447 | -732 | -6.0% | -$2.88万 | 减仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $45.30万 | 0.00% | 34,983 | -682 | -1.9% | -$8,832 | 减仓 |
| MSDL | MORGAN STANLEY DIRECT LENDIN | $45.37万 | 0.00% | 32,500 | -14,689 | -31.1% | -$20.51万 | 减仓 |
| PRK | PARK NATL CORP | $45.39万 | 0.00% | 2,777 | 51 | 1.9% | $8,336 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $45.54万 | 0.00% | 5,287 | 5,287 | — | $45.54万 | 新建仓 |
| RS | RELIANCE INC | $45.63万 | 0.00% | 1,501 | 382 | 34.1% | $11.61万 | 加仓 |
| FEGE | RBB FUND TRUST | $45.66万 | 0.00% | 9,715 | 4,015 | 70.4% | $18.87万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $45.77万 | 0.00% | 3,766 | -479 | -11.3% | -$5.82万 | 减仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $45.81万 | 0.00% | 57,691 | 32,255 | 126.8% | $25.61万 | 加仓 |
| DXCM | DEXCOM INC | $45.89万 | 0.00% | 7,307 | 1,185 | 19.4% | $7.44万 | 加仓 |
| ALG | ALAMO GROUP INC | $45.96万 | 0.00% | 2,786 | 2,786 | — | $45.96万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $46.09万 | 0.00% | 2,655 | -16 | -0.6% | -$2,777 | 减仓 |
| PULS | PGIM ETF TR | $46.23万 | 0.00% | 9,339 | 9,339 | — | $46.23万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $46.29万 | 0.00% | 16,901 | 16,901 | — | $46.29万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $46.30万 | 0.00% | 14,220 | 5,355 | 60.4% | $17.44万 | 加仓 |
| EZM | WISDOMTREE TR | $46.56万 | 0.00% | 6,927 | 102 | 1.5% | $6,856 | 加仓 |
| IVOO | VANGUARD ADMIRAL FDS INC | $46.65万 | 0.00% | 4,081 | 1,799 | 78.8% | $20.57万 | 加仓 |
| — | ELECTRONIC ARTS INC | $46.74万 | 0.00% | 2,293 | 559 | 32.2% | $11.40万 | 加仓 |
| FSS | FEDERAL SIGNAL CORP | $46.84万 | 0.00% | 4,331 | 4,331 | — | $46.84万 | 新建仓 |
| PBR | PETROLEO BRASILEIRO S A | $46.87万 | 0.00% | 22,588 | -701 | -3.0% | -$1.45万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $46.93万 | 0.00% | 249 | 19 | 8.3% | $3.58万 | 加仓 |
| IOCT | INNOVATOR ETFS TRUST | $46.97万 | 0.00% | 13,401 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $47.04万 | 0.00% | 6,246 | 572 | 10.1% | $4.31万 | 加仓 |
| AEE | AMEREN CORP | $47.17万 | 0.00% | 4,292 | 585 | 15.8% | $6.43万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $47.32万 | 0.00% | 4,120 | 541 | 15.1% | $6.21万 | 加仓 |
| TQQQ | PROSHARES TR 看跌期权 | $47.52万 | 0.00% | 11,400 | 0 | 0.0% | — | 不变 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $47.52万 | 0.00% | 20,505 | -418 | -2.0% | -$9,687 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $47.60万 | 0.00% | 11,734 | 11,734 | — | $47.60万 | 新建仓 |
| MGA | MAGNA INTL INC | $47.71万 | 0.00% | 8,549 | 4,050 | 90.0% | $22.60万 | 加仓 |
| — | ADVISORSHARES TR | $47.73万 | 0.00% | 7,371 | 225 | 3.1% | $1.46万 | 加仓 |
| COPX | GLOBAL X FDS | $47.77万 | 0.00% | 6,257 | 6,257 | — | $47.77万 | 新建仓 |
| RELX | RELX PLC | $47.81万 | 0.00% | 14,424 | 14,424 | — | $47.81万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $48.09万 | 0.00% | 2,896 | 1,440 | 98.9% | $23.91万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $48.27万 | 0.00% | 9,133 | 9,133 | — | $48.27万 | 新建仓 |
| IBMS | ISHARES TR | $48.40万 | 0.00% | 18,736 | 18,736 | — | $48.40万 | 新建仓 |
| HLN | HALEON PLC | $48.55万 | 0.00% | 48,499 | 22,763 | 88.4% | $22.79万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC | $48.57万 | 0.00% | 6,443 | 3,136 | 94.8% | $23.64万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $48.70万 | 0.00% | 15,543 | 270 | 1.8% | $8,459 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $48.73万 | 0.00% | 12,590 | 12,590 | — | $48.73万 | 新建仓 |
| IBHH | ISHARES TR | $48.75万 | 0.00% | 20,771 | 1,727 | 9.1% | $4.05万 | 加仓 |
| LZ | LEGALZOOM COM INC | $48.89万 | 0.00% | 86,231 | -120,311 | -58.3% | -$68.22万 | 减仓 |
| FXI | ISHARES TR | $49.18万 | 0.00% | 13,698 | 3,533 | 34.8% | $12.68万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $49.18万 | 0.00% | 10,217 | 10,217 | — | $49.18万 | 新建仓 |
| DG | DOLLAR GEN CORP | $49.21万 | 0.00% | 4,145 | 1,535 | 58.8% | $18.22万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $49.31万 | 0.00% | 8,850 | -4,096 | -31.6% | -$22.82万 | 减仓 |
| OC | OWENS CORNING NEW | $49.47万 | 0.00% | 4,572 | 4,572 | — | $49.47万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $49.48万 | 0.00% | 1,986 | 1,986 | — | $49.48万 | 新建仓 |
| XFFCX | FLAHERTY & CRUMRIN PFD & INM | $49.64万 | 0.00% | 32,045 | -77,039 | -70.6% | -$119.33万 | 减仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $49.77万 | 0.00% | 5,500 | 5,500 | — | $49.77万 | 新建仓 |
| PHG | KONINKLIJKE PHILIPS N V | $49.81万 | 0.00% | 18,180 | 18,180 | — | $49.81万 | 新建仓 |
| RH | RH | $50.00万 | 0.00% | 3,576 | 256 | 7.7% | $3.58万 | 加仓 |
| OGE | OGE ENERGY CORP | $50.22万 | 0.00% | 10,472 | 2,072 | 24.7% | $9.94万 | 加仓 |