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 |
|---|---|---|---|---|---|---|---|---|
| BKLN | INVESCO EXCH TRADED FD TR II | $50.24万 | 0.00% | 24,615 | -73,157 | -74.8% | -$149.31万 | 减仓 |
| — | AMPLIFY ETF TR | $50.30万 | 0.00% | 33,783 | 20,944 | 163.1% | $31.19万 | 加仓 |
| TLH | ISHARES TR | $50.48万 | 0.00% | 5,012 | 1,324 | 35.9% | $13.33万 | 加仓 |
| IBTI | ISHARES TR | $50.50万 | 0.00% | 22,661 | 3,421 | 17.8% | $7.62万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $50.58万 | 0.00% | 6,883 | 6,883 | — | $50.58万 | 新建仓 |
| NEM | NEWMONT CORP 看涨期权 | $50.88万 | 0.00% | 4,700 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $51.01万 | 0.00% | 8,074 | 3,040 | 60.4% | $19.21万 | 重新持有 |
| COLB | COLUMBIA BKG SYS INC | $51.03万 | 0.00% | 18,602 | 18,602 | — | $51.03万 | 新建仓 |
| RMD | RESMED INC | $51.11万 | 0.00% | 2,277 | 2,277 | — | $51.11万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $51.16万 | 0.00% | 1,347 | 482 | 55.7% | $18.31万 | 加仓 |
| — | ISHARES TR | $51.16万 | 0.00% | 10,694 | 1,402 | 15.1% | $6.71万 | 加仓 |
| KRE | SPDR SERIES TRUST | $51.23万 | 0.00% | 7,864 | 3,388 | 75.7% | $22.07万 | 加仓 |
| ROL | ROLLINS INC | $51.24万 | 0.00% | 9,593 | 5,886 | 158.8% | $31.44万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $51.34万 | 0.00% | 1,687 | 1,687 | — | $51.34万 | 新建仓 |
| NDAQ | NASDAQ INC | $51.51万 | 0.00% | 6,068 | 1,715 | 39.4% | $14.56万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $51.54万 | 0.00% | 23,740 | 8,396 | 54.7% | $18.23万 | 加仓 |
| HLI | HOULIHAN LOKEY INC | $51.65万 | 0.00% | 3,596 | 1,542 | 75.1% | $22.15万 | 加仓 |
| IXP | ISHARES TR | $51.66万 | 0.00% | 4,498 | -356 | -7.3% | -$4.09万 | 减仓 |
| OIH | VANECK ETF TRUST | $51.80万 | 0.00% | 1,282 | 265 | 26.1% | $10.71万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $52.03万 | 0.00% | 7,171 | 7,171 | — | $52.03万 | 新建仓 |
| WRBY | WARBY PARKER INC | $52.10万 | 0.00% | 24,726 | 5,600 | 29.3% | $11.80万 | 重新持有 |
| SAN | BANCO SANTANDER SA | $52.14万 | 0.00% | 46,225 | 46,225 | — | $52.14万 | 新建仓 |
| EWY | ISHARES INC | $52.16万 | 0.00% | 4,240 | -1,000 | -19.1% | -$12.30万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $52.21万 | 0.00% | 5,182 | 883 | 20.5% | $8.90万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $52.33万 | 0.00% | 2,424 | 201 | 9.0% | $4.34万 | 加仓 |
| FIG | FIGMA INC | $52.46万 | 0.00% | 24,817 | -9,269 | -27.2% | -$19.59万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $52.66万 | 0.00% | 35,059 | 12,738 | 57.1% | $19.13万 | 加仓 |
| MUR | MURPHY OIL CORP | $52.67万 | 0.00% | 12,769 | 12,769 | — | $52.67万 | 新建仓 |
| NNN | NNN REIT INC | $52.68万 | 0.00% | 12,534 | 1,185 | 10.4% | $4.98万 | 加仓 |
| UBS | UBS GROUP AG | $52.77万 | 0.00% | 13,506 | 13,506 | — | $52.77万 | 新建仓 |
| GHC | GRAHAM HLDGS CO | $52.86万 | 0.00% | 500 | 34 | 7.3% | $3.59万 | 加仓 |
| ATI | ATI INC | $53.12万 | 0.00% | 3,652 | 3,652 | — | $53.12万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $53.19万 | 0.00% | 13,540 | 88 | 0.7% | $3,457 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $53.33万 | 0.00% | 8,525 | 4,661 | 120.6% | $29.16万 | 加仓 |
| INTF | ISHARES TR | $53.34万 | 0.00% | 13,690 | 0 | 0.0% | — | 不变 |
| MDU | MDU RES GROUP INC | $53.38万 | 0.00% | 25,762 | 25,762 | — | $53.38万 | 新建仓 |
| — | BITWISE XRP ETF | $53.44万 | 0.00% | 35,558 | 2,123 | 6.3% | $3.19万 | 加仓 |
| RMBS | RAMBUS INC DEL | $53.61万 | 0.00% | 6,231 | -1,269 | -16.9% | -$10.92万 | 重新持有 |
| CNP | CENTERPOINT ENERGY INC | $53.62万 | 0.00% | 12,424 | 1,886 | 17.9% | $8.14万 | 加仓 |
| VMC | VULCAN MATLS CO | $53.65万 | 0.00% | 1,970 | 593 | 43.1% | $16.15万 | 加仓 |
| CGIC | CAPITAL GROUP INTERNATIONAL | $53.82万 | 0.00% | 16,255 | 16,255 | — | $53.82万 | 新建仓 |
| FNDB | SCHWAB STRATEGIC TR | $54.09万 | 0.00% | 19,887 | 19,887 | — | $54.09万 | 新建仓 |
| XYLD | GLOBAL X FDS | $54.16万 | 0.00% | 13,840 | -857 | -5.8% | -$3.35万 | 减仓 |
| BIZD | VANECK ETF TRUST | $54.34万 | 0.00% | 42,450 | -53,266 | -55.7% | -$68.18万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $54.96万 | 0.00% | 11,033 | -916 | -7.7% | -$4.56万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $55.23万 | 0.00% | 25,114 | 25,114 | — | $55.23万 | 新建仓 |
| XNTK | SPDR SERIES TRUST | $55.24万 | 0.00% | 2,164 | -22 | -1.0% | -$5,616 | 减仓 |
| UPRO | PROSHARES TR 看跌期权 | $55.28万 | 0.00% | 5,700 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $55.35万 | 0.00% | 28,806 | 4,796 | 20.0% | $9.22万 | 加仓 |
| EME | EMCOR GROUP INC | $55.46万 | 0.00% | 751 | 223 | 42.2% | $16.47万 | 加仓 |
| JIG | J P MORGAN EXCHANGE TRADED F | $55.58万 | 0.00% | 7,487 | 1,461 | 24.2% | $10.85万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $55.74万 | 0.00% | 25,031 | 25,031 | — | $55.74万 | 新建仓 |
| TSLA | TESLA INC 看涨期权 | $55.76万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $55.89万 | 0.00% | 1,536 | -106 | -6.5% | -$3.86万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $56.30万 | 0.00% | 19,220 | 19,220 | — | $56.30万 | 新建仓 |
| SXT | SENSIENT TECHNOLOGIES CORP | $56.60万 | 0.00% | 6,548 | 6,548 | — | $56.60万 | 新建仓 |
| NWN | NORTHWEST NAT HLDG CO | $56.62万 | 0.00% | 10,639 | 10,639 | — | $56.62万 | 新建仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $56.69万 | 0.00% | 11,340 | 860 | 8.2% | $4.30万 | 加仓 |
| — | SAN JUAN BASIN RTY TR | $56.80万 | 0.00% | 118,334 | 101,334 | 596.1% | $48.64万 | 加仓 |
| FHN | FIRST HORIZON CORPORATION | $56.83万 | 0.00% | 24,968 | 13,528 | 118.3% | $30.79万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $56.85万 | 0.00% | 7,057 | -101,006 | -93.5% | -$813.75万 | 重新持有 |
| NOBL | PROSHARES TR | $57.15万 | 0.00% | 5,391 | 986 | 22.4% | $10.45万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $57.33万 | 0.00% | 21,453 | 0 | 0.0% | — | 不变 |
| GLXY | GALAXY DIGITAL INC. | $57.33万 | 0.00% | 31,072 | 937 | 3.1% | $1.73万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $57.49万 | 0.00% | 12,085 | -851 | -6.6% | -$4.05万 | 减仓 |
| VEEV | VEEVA SYS INC | $57.58万 | 0.00% | 3,278 | 1,988 | 154.1% | $34.92万 | 加仓 |
| SMLV | SPDR SERIES TRUST | $57.85万 | 0.00% | 4,221 | 621 | 17.2% | $8.51万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $57.88万 | 0.00% | 4,166 | 2,083 | 100.0% | $28.94万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $57.96万 | 0.00% | 40,086 | 15,086 | 60.3% | $21.81万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $58.15万 | 0.00% | 2,180 | 368 | 20.3% | $9.82万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $58.37万 | 0.00% | 1,481 | 1,481 | — | $58.37万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $58.50万 | 0.00% | 29,620 | 19,155 | 183.0% | $37.83万 | 加仓 |
| SCHY | SCHWAB STRATEGIC TR | $58.57万 | 0.00% | 18,501 | 9,147 | 97.8% | $28.96万 | 加仓 |
| SDGR | SCHRODINGER INC | $58.63万 | 0.00% | 51,607 | 51,607 | — | $58.63万 | 新建仓 |
| VCRB | VANGUARD MALVERN FDS | $59.24万 | 0.00% | 7,656 | 7,656 | — | $59.24万 | 新建仓 |
| PPL | PPL CORP | $59.49万 | 0.00% | 15,574 | 857 | 5.8% | $3.27万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $59.64万 | 0.00% | 12,300 | 0 | 0.0% | — | 不变 |
| ARTY | ISHARES TR | $59.87万 | 0.00% | 12,867 | -726 | -5.3% | -$3.38万 | 减仓 |
| CSQ | CALAMOS STRATEGIC TOTAL RETU | $59.91万 | 0.00% | 34,993 | 18,176 | 108.1% | $31.12万 | 加仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $60.07万 | 0.00% | 43,563 | 10,363 | 31.2% | $14.29万 | 加仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $60.13万 | 0.00% | 8,381 | 8,381 | — | $60.13万 | 新建仓 |
| IR | INGERSOLL RAND INC | $60.20万 | 0.00% | 7,513 | 2,554 | 51.5% | $20.46万 | 加仓 |
| VAW | VANGUARD WORLD FD | $60.23万 | 0.00% | 2,673 | 509 | 23.5% | $11.47万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $60.30万 | 0.00% | 28,282 | 15,209 | 116.3% | $32.43万 | 重新持有 |
| WAT | WATERS CORP | $60.51万 | 0.00% | 2,032 | 998 | 96.5% | $29.72万 | 加仓 |
| IUSB | ISHARES TR | $60.61万 | 0.00% | 13,123 | 6,214 | 89.9% | $28.70万 | 加仓 |
| FCN | FTI CONSULTING INC | $60.76万 | 0.00% | 3,437 | 3,437 | — | $60.76万 | 新建仓 |
| CCI | CROWN CASTLE INC | $60.91万 | 0.00% | 7,491 | 1,579 | 26.7% | $12.84万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $60.99万 | 0.00% | 32,930 | 32,930 | — | $60.99万 | 新建仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $61.22万 | 0.00% | 3,853 | -322 | -7.7% | -$5.12万 | 减仓 |
| — | CLEARWAY ENERGY INC | $61.24万 | 0.00% | 15,634 | 15,634 | — | $61.24万 | 新建仓 |
| CPNG | COUPANG INC | $61.34万 | 0.00% | 32,492 | -8,818 | -21.3% | -$16.65万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $61.37万 | 0.00% | 6,788 | 605 | 9.8% | $5.47万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $61.39万 | 0.00% | 4,801 | 4,801 | — | $61.39万 | 新建仓 |
| IHI | ISHARES TR | $61.45万 | 0.00% | 11,519 | -1,901 | -14.2% | -$10.14万 | 减仓 |
| DWM | WISDOMTREE TR | $61.50万 | 0.00% | 8,800 | 8,800 | — | $61.50万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $61.55万 | 0.00% | 10,082 | 4,699 | 87.3% | $28.69万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $61.67万 | 0.00% | 13,445 | 4,716 | 54.0% | $21.63万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $61.84万 | 0.00% | 25,189 | 13,285 | 111.6% | $32.62万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $62.08万 | 0.00% | 2,477 | 1,641 | 196.3% | $41.13万 | 加仓 |