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 |
|---|---|---|---|---|---|---|---|---|
| EXEL | EXELIXIS INC | $39.40万 | 0.00% | 7,240 | 1,614 | 28.7% | $8.78万 | 加仓 |
| FEZ | SPDR INDEX SHS FDS | $39.44万 | 0.00% | 5,743 | 624 | 12.2% | $4.29万 | 加仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $39.55万 | 0.00% | 15,516 | 15,516 | — | $39.55万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $39.57万 | 0.00% | 7,208 | -778 | -9.7% | -$4.27万 | 减仓 |
| ROL | ROLLINS INC | $39.59万 | 0.00% | 9,485 | -108 | -1.1% | -$4,508 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $39.65万 | 0.00% | 1,417 | 70 | 5.2% | $1.96万 | 加仓 |
| PGF | INVESCO EXCHANGE TRADED FD T | $39.75万 | 0.00% | 28,991 | 28,991 | — | $39.75万 | 新建仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $39.75万 | 0.00% | 17,789 | 0 | 0.0% | — | 不变 |
| — | ADVISORSHARES TR | $39.79万 | 0.00% | 5,835 | -1,536 | -20.8% | -$10.47万 | 减仓 |
| ORI | OLD REP INTL CORP | $39.80万 | 0.00% | 9,726 | 9,726 | — | $39.80万 | 新建仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $39.81万 | 0.00% | 3,552 | 1,250 | 54.3% | $14.01万 | 加仓 |
| IBHG | ISHARES TR | $39.84万 | 0.00% | 18,046 | 18,046 | — | $39.84万 | 新建仓 |
| NXE | NEXGEN ENERGY LTD | $39.95万 | 0.00% | 42,546 | 5,536 | 15.0% | $5.20万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $39.99万 | 0.00% | 5,476 | -3,949 | -41.9% | -$28.84万 | 减仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $40.02万 | 0.00% | 2,000 | 2,000 | — | $40.02万 | 新建仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $40.03万 | 0.00% | 21,885 | 1,885 | 9.4% | $3.45万 | 加仓 |
| COLB | COLUMBIA BKG SYS INC | $40.09万 | 0.00% | 12,509 | -6,093 | -32.8% | -$19.53万 | 减仓 |
| VLTO | VERALTO CORP | $40.30万 | 0.00% | 4,544 | -5,033 | -52.6% | -$44.64万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $40.37万 | 0.00% | 1,492 | -2,388 | -61.5% | -$64.62万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $40.39万 | 0.00% | 2,668 | -180 | -6.3% | -$2.72万 | 减仓 |
| — | BITWISE XRP ETF | $40.45万 | 0.00% | 34,692 | -866 | -2.4% | -$1.01万 | 减仓 |
| AXON | AXON ENTERPRISE INC | $40.65万 | 0.00% | 736 | -77 | -9.5% | -$4.25万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $40.66万 | 0.00% | 20,841 | 20,841 | — | $40.66万 | 新建仓 |
| DVA | DAVITA INC | $40.71万 | 0.00% | 1,830 | -433 | -19.1% | -$9.63万 | 减仓 |
| BUFB | INNOVATOR ETFS TRUST | $40.74万 | 0.00% | 10,365 | 10,365 | — | $40.74万 | 新建仓 |
| SILJ | AMPLIFY ETF TR | $40.76万 | 0.00% | 15,724 | 2,055 | 15.0% | $5.33万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $40.87万 | 0.00% | 1,787 | -93 | -4.9% | -$2.13万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $40.97万 | 0.00% | 5,000 | 5,000 | — | $40.97万 | 新建仓 |
| SNEX | STONEX GROUP INC | $41.00万 | 0.00% | 3,460 | 3,460 | — | $41.00万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $41.01万 | 0.00% | 1,808 | -419 | -18.8% | -$9.50万 | 减仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $41.08万 | 0.00% | 9,995 | 9,995 | — | $41.08万 | 新建仓 |
| STXF | EA SERIES TRUST | $41.16万 | 0.00% | 8,523 | 3 | 0.0% | $145 | 加仓 |
| MTG | MGIC INVT CORP WIS | $41.30万 | 0.00% | 14,646 | 2,003 | 15.8% | $5.65万 | 加仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $41.36万 | 0.00% | 14,943 | 14,943 | — | $41.36万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP 看涨期权 | $41.56万 | 0.00% | 3,700 | -4,000 | -51.9% | -$44.93万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.56万 | 0.00% | 14,731 | 0 | 0.0% | — | 不变 |
| APLD | APPLIED DIGITAL CORP | $41.66万 | 0.00% | 11,168 | -1,365 | -10.9% | -$5.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.70万 | 0.00% | 15,145 | 15,145 | — | $41.70万 | 新建仓 |
| FSSL | FS SPECIALTY LENDING FD | $41.84万 | 0.00% | 37,528 | -14,603 | -28.0% | -$16.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.87万 | 0.00% | 11,401 | -111 | -1.0% | -$4,077 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $42.27万 | 0.00% | 2,231 | -90 | -3.9% | -$1.71万 | 减仓 |
| EG | EVEREST GROUP LTD | $42.33万 | 0.00% | 1,185 | 1,185 | — | $42.33万 | 新建仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $42.36万 | 0.00% | 32,712 | -2,271 | -6.5% | -$2.94万 | 减仓 |
| OMC | OMNICOM GROUP INC | $42.59万 | 0.00% | 5,846 | -400 | -6.4% | -$2.91万 | 减仓 |
| IAPR | INNOVATOR ETFS TRUST | $42.79万 | 0.00% | 12,886 | 1,954 | 17.9% | $6.49万 | 加仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $42.88万 | 0.00% | 6,296 | 6,296 | — | $42.88万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $42.91万 | 0.00% | 8,139 | 8,139 | — | $42.91万 | 新建仓 |
| GSIE | GOLDMAN SACHS ETF TR | $43.13万 | 0.00% | 9,437 | 263 | 2.9% | $1.20万 | 加仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $43.15万 | 0.00% | 7,252 | -63 | -0.9% | -$3,749 | 减仓 |
| BA | BOEING CO 看涨期权 | $43.29万 | 0.00% | 2,000 | 2,000 | — | $43.29万 | 新建仓 |
| FXI | ISHARES TR | $43.59万 | 0.00% | 13,800 | 102 | 0.7% | $3,222 | 加仓 |
| IXG | ISHARES TR | $43.70万 | 0.00% | 3,510 | -17 | -0.5% | -$2,116 | 减仓 |
| VFLO | VICTORY PORTFOLIOS II | $43.75万 | 0.00% | 9,563 | -401 | -4.0% | -$1.83万 | 减仓 |
| AVY | AVERY DENNISON CORP | $43.78万 | 0.00% | 2,696 | 528 | 24.4% | $8.57万 | 加仓 |
| WAT | WATERS CORP | $43.85万 | 0.00% | 1,171 | -861 | -42.4% | -$32.24万 | 减仓 |
| NEM | NEWMONT CORP 看涨期权 | $43.90万 | 0.00% | 4,700 | 0 | 0.0% | — | 不变 |
| TOST | TOAST INC | $43.98万 | 0.00% | 15,809 | -8,536 | -35.1% | -$23.75万 | 减仓 |
| IXP | ISHARES TR | $44.23万 | 0.00% | 3,920 | -578 | -12.9% | -$6.52万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $44.34万 | 0.00% | 585 | 77 | 15.2% | $5.84万 | 加仓 |
| — | ISHARES TR | $44.35万 | 0.00% | 17,191 | 3,919 | 29.5% | $10.11万 | 加仓 |
| ITM | VANECK ETF TRUST | $44.47万 | 0.00% | 9,464 | 9,464 | — | $44.47万 | 新建仓 |
| LEU | CENTRUS ENERGY CORP | $44.50万 | 0.00% | 2,651 | -4 | -0.2% | -$671 | 减仓 |
| MP | MP MATERIALS CORP | $44.54万 | 0.00% | 7,952 | -1,100 | -12.2% | -$6.16万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $44.72万 | 0.00% | 3,558 | -208 | -5.5% | -$2.61万 | 减仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $44.77万 | 0.00% | 7,568 | -1,282 | -14.5% | -$7.58万 | 减仓 |
| FFIV | F5 INC | $44.80万 | 0.00% | 1,077 | 82 | 8.2% | $3.41万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $44.87万 | 0.00% | 5,929 | 278 | 4.9% | $2.10万 | 加仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $44.88万 | 0.00% | 43,577 | 43,577 | — | $44.88万 | 新建仓 |
| MATX | MATSON INC | $44.94万 | 0.00% | 2,338 | -25 | -1.1% | -$4,806 | 减仓 |
| DJP | BARCLAYS BANK PLC | $45.00万 | 0.00% | 10,294 | 77 | 0.8% | $3,366 | 加仓 |
| SMRI | EA SERIES TRUST | $45.02万 | 0.00% | 10,974 | 1,350 | 14.0% | $5.54万 | 加仓 |
| S | SENTINELONE INC | $45.06万 | 0.00% | 26,554 | -264,680 | -90.9% | -$449.16万 | 减仓 |
| TLN | TALEN ENERGY CORP | $45.46万 | 0.00% | 1,183 | -1,085 | -47.8% | -$41.69万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $45.60万 | 0.00% | 2,837 | -1,329 | -31.9% | -$21.36万 | 减仓 |
| RH | RH | $45.63万 | 0.00% | 2,770 | -806 | -22.5% | -$13.28万 | 减仓 |
| TLH | ISHARES TR | $45.65万 | 0.00% | 4,549 | -463 | -9.2% | -$4.65万 | 减仓 |
| OIH | VANECK ETF TRUST | $45.67万 | 0.00% | 1,228 | -54 | -4.2% | -$2.01万 | 减仓 |
| VLUE | ISHARES TR | $45.76万 | 0.00% | 2,290 | 281 | 14.0% | $5.61万 | 加仓 |
| MXL | MAXLINEAR INC | $45.76万 | 0.00% | 3,574 | 3,574 | — | $45.76万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $45.91万 | 0.00% | 12,062 | 6,095 | 102.1% | $23.20万 | 加仓 |
| WCC | WESCO INTL INC | $45.94万 | 0.00% | 1,330 | -1,603 | -54.7% | -$55.37万 | 减仓 |
| TTD | THE TRADE DESK INC | $45.95万 | 0.00% | 25,413 | -38,188 | -60.0% | -$69.04万 | 减仓 |
| — | ISHARES TR | $46.05万 | 0.00% | 6,099 | 0 | 0.0% | — | 不变 |
| AR | ANTERO RESOURCES CORP | $46.07万 | 0.00% | 13,110 | -7,764 | -37.2% | -$27.28万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $46.14万 | 0.00% | 17,779 | -249,782 | -93.4% | -$648.19万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $46.15万 | 0.00% | 4,757 | -1,686 | -26.2% | -$16.36万 | 减仓 |
| APA | APA CORPORATION | $46.15万 | 0.00% | 14,139 | -803 | -5.4% | -$2.62万 | 减仓 |
| DNOW | DNOW INC | $46.16万 | 0.00% | 35,587 | 4,666 | 15.1% | $6.05万 | 加仓 |
| EGP | EASTGROUP PPTYS INC | $46.22万 | 0.00% | 2,282 | 271 | 13.5% | $5.49万 | 加仓 |
| PNW | PINNACLE WEST CAP CORP | $46.64万 | 0.00% | 4,359 | -823 | -15.9% | -$8.81万 | 减仓 |
| ARKG | ARK ETF TR 看涨期权 | $46.69万 | 0.00% | 11,100 | 0 | 0.0% | — | 不变 |
| IVT | INVENTRUST PPTYS CORP | $46.72万 | 0.00% | 13,197 | 52 | 0.4% | $1,841 | 加仓 |
| — | FRANKLIN LTD DURATION INCOME | $46.72万 | 0.00% | 80,695 | 80,695 | — | $46.72万 | 新建仓 |
| CCI | CROWN CASTLE INC | $46.89万 | 0.00% | 6,191 | -1,300 | -17.4% | -$9.85万 | 减仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $46.89万 | 0.00% | 29,342 | 29,342 | — | $46.89万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $47.09万 | 0.00% | 20,512 | 7 | 0.0% | $161 | 加仓 |
| SSUS | STRATEGY SHS | $47.21万 | 0.00% | 8,536 | 8,536 | — | $47.21万 | 新建仓 |
| PULS | PGIM ETF TR | $47.28万 | 0.00% | 9,542 | 203 | 2.2% | $1.01万 | 加仓 |
| OBK | ORIGIN BANCORP INC | $47.64万 | 0.00% | 9,313 | 8 | 0.1% | $409 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $47.89万 | 0.00% | 8,604 | -1,478 | -14.7% | -$8.23万 | 减仓 |