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 |
|---|---|---|---|---|---|---|---|---|
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $62.49万 | 0.00% | 8,009 | -228 | -2.8% | -$1.78万 | 重新持有 |
| IOO | ISHARES TR | $62.57万 | 0.00% | 5,172 | -3,957 | -43.3% | -$47.87万 | 减仓 |
| TER | TERADYNE INC | $63.08万 | 0.00% | 2,128 | 885 | 71.2% | $26.24万 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $63.12万 | 0.00% | 8,509 | 859 | 11.2% | $6.37万 | 加仓 |
| NFG | NATIONAL FUEL GAS CO | $63.16万 | 0.00% | 6,722 | 6,722 | — | $63.16万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $63.32万 | 0.00% | 9,425 | 5,515 | 141.0% | $37.05万 | 加仓 |
| BIDU | BAIDU INC | $63.38万 | 0.00% | 5,688 | 376 | 7.1% | $4.19万 | 加仓 |
| APA | APA CORPORATION | $63.42万 | 0.00% | 14,942 | 3,821 | 34.4% | $16.22万 | 加仓 |
| DES | WISDOMTREE TR | $63.43万 | 0.00% | 17,648 | -1,195 | -6.3% | -$4.29万 | 减仓 |
| XYL | XYLEM INC | $63.47万 | 0.00% | 5,311 | 1,715 | 47.7% | $20.50万 | 加仓 |
| CRWV | COREWEAVE INC | $63.58万 | 0.00% | 8,206 | 3,813 | 86.8% | $29.54万 | 加仓 |
| SIL | GLOBAL X FDS | $64.25万 | 0.00% | 7,132 | 53 | 0.7% | $4,774 | 加仓 |
| IBND | SPDR SERIES TRUST | $64.31万 | 0.00% | 20,692 | -243 | -1.2% | -$7,553 | 减仓 |
| NYM | AB ACTIVE ETFS INC | $64.32万 | 0.00% | 25,778 | -9,412 | -26.7% | -$23.48万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $64.37万 | 0.00% | 67,900 | 5,398 | 8.6% | $5.12万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $64.51万 | 0.00% | 17,555 | -1,176 | -6.3% | -$4.32万 | 减仓 |
| TOST | TOAST INC | $64.54万 | 0.00% | 24,345 | -2,008 | -7.6% | -$5.32万 | 减仓 |
| DBEU | DBX ETF TR | $64.60万 | 0.00% | 13,259 | 13,259 | — | $64.60万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $65.03万 | 0.00% | 4,552 | 2,480 | 119.7% | $35.43万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $65.17万 | 0.00% | 5,718 | 1,133 | 24.7% | $12.91万 | 加仓 |
| FSSL | FS SPECIALTY LENDING FD | $65.22万 | 0.00% | 52,131 | 35,548 | 214.4% | $44.47万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $65.23万 | 0.00% | 8,974 | 3,407 | 61.2% | $24.77万 | 加仓 |
| EMNT | PIMCO ETF TR | $65.31万 | 0.00% | 6,602 | 2,926 | 79.6% | $28.95万 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $65.33万 | 0.00% | 95,088 | 17,221 | 22.1% | $11.83万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $65.68万 | 0.00% | 10,034 | 1,844 | 22.5% | $12.07万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $65.88万 | 0.00% | 10,743 | 663 | 6.6% | $4.07万 | 加仓 |
| VMI | VALMONT INDS INC | $65.97万 | 0.00% | 1,651 | 1,651 | — | $65.97万 | 新建仓 |
| IBTH | ISHARES TR | $66.19万 | 0.00% | 29,508 | 2,475 | 9.2% | $5.55万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $66.19万 | 0.00% | 1,845 | 842 | 83.9% | $30.21万 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $66.37万 | 0.00% | 13,336 | 6,619 | 98.5% | $32.94万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $66.43万 | 0.00% | 2,235 | 378 | 20.4% | $11.24万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $66.43万 | 0.00% | 14,087 | 3,217 | 29.6% | $15.17万 | 加仓 |
| — | CROSS TIMBERS RTY TR | $66.44万 | 0.00% | 62,800 | 62,800 | — | $66.44万 | 新建仓 |
| SANM | SANMINA CORP | $66.61万 | 0.00% | 5,138 | 3,615 | 237.4% | $46.86万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $66.66万 | 0.00% | 26,761 | -2,017 | -7.0% | -$5.02万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $67.33万 | 0.00% | 18,548 | 8,498 | 84.6% | $30.85万 | 加仓 |
| MTB | M & T BK CORP | $67.71万 | 0.00% | 3,275 | 792 | 31.9% | $16.37万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $67.91万 | 0.00% | 10,507 | 10,507 | — | $67.91万 | 新建仓 |
| FDUS | FIDUS INVT CORP | $67.94万 | 0.00% | 39,003 | 8,875 | 29.5% | $15.46万 | 加仓 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $68.19万 | 0.00% | 47,289 | -28,117 | -37.3% | -$40.54万 | 减仓 |
| MLI | MUELLER INDS INC | $68.34万 | 0.00% | 6,168 | 6,168 | — | $68.34万 | 新建仓 |
| — | ISHARES TR | $68.46万 | 0.00% | 7,929 | -724 | -8.4% | -$6.25万 | 减仓 |
| RGLD | ROYAL GOLD INC 看涨期权 | $68.71万 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $68.82万 | 0.00% | 3,823 | 1,349 | 54.5% | $24.28万 | 加仓 |
| MSTR | STRATEGY INC | $69.21万 | 0.00% | 5,546 | 557 | 11.2% | $6.95万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $69.29万 | 0.00% | 6,678 | -4,291 | -39.1% | -$44.52万 | 重新持有 |
| CF | CF INDUSTRIES HOLD | $69.33万 | 0.00% | 5,339 | 5,339 | — | $69.33万 | 新建仓 |
| SIL | GLOBAL X FDS 看涨期权 | $69.36万 | 0.00% | 7,700 | 1,000 | 14.9% | $9.01万 | 加仓 |
| — | VANECK ETF TRUST | $69.41万 | 0.00% | 28,970 | 5,072 | 21.2% | $12.15万 | 加仓 |
| IBDZ | ISHARES TR | $69.43万 | 0.00% | 26,643 | 4,520 | 20.4% | $11.78万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $70.03万 | 0.00% | 12,937 | 3,373 | 35.3% | $18.26万 | 加仓 |
| ACIC | AMERICAN COASTAL INS CORP | $70.17万 | 0.00% | 62,372 | 0 | 0.0% | — | 不变 |
| HL | HECLA MINING COMPANY 看涨期权 | $70.24万 | 0.00% | 37,700 | 6,000 | 18.9% | $11.18万 | 加仓 |
| AROC | ARCHROCK INC | $70.24万 | 0.00% | 20,184 | 20,184 | — | $70.24万 | 新建仓 |
| EEMV | ISHARES INC | $70.38万 | 0.00% | 10,872 | 1,249 | 13.0% | $8.09万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $70.38万 | 0.00% | 19,837 | 950 | 5.0% | $3.37万 | 加仓 |
| MFC | MANULIFE FINL CORP | $70.40万 | 0.00% | 20,441 | 12,179 | 147.4% | $41.94万 | 加仓 |
| CWK | CUSHMAN AND WAKEFIELD LTD | $70.64万 | 0.00% | 57,619 | 57,619 | — | $70.64万 | 新建仓 |
| SUSC | ISHARES TR | $70.77万 | 0.00% | 30,586 | 15,792 | 106.7% | $36.54万 | 加仓 |
| AVSU | AMERICAN CENTY ETF TR | $70.97万 | 0.00% | 9,600 | 9,600 | — | $70.97万 | 新建仓 |
| EWZ | ISHARES INC | $71.01万 | 0.00% | 18,496 | -2,958 | -13.8% | -$11.36万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $71.22万 | 0.00% | 15,966 | 6,875 | 75.6% | $30.67万 | 加仓 |
| IYY | ISHARES TR | $71.23万 | 0.00% | 4,495 | 4,495 | — | $71.23万 | 新建仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $71.34万 | 0.00% | 29,964 | -377,326 | -92.6% | -$898.40万 | 减仓 |
| QYLD | GLOBAL X FDS | $71.36万 | 0.00% | 41,612 | 41,612 | — | $71.36万 | 新建仓 |
| SMB | VANECK ETF TRUST | $71.52万 | 0.00% | 41,341 | -4,320 | -9.5% | -$7.47万 | 减仓 |
| BMAY | INNOVATOR ETFS TRUST | $71.52万 | 0.00% | 15,938 | 1,856 | 13.2% | $8.33万 | 加仓 |
| ING | ING GROEP N.V. | $71.64万 | 0.00% | 27,502 | 19,903 | 261.9% | $51.85万 | 加仓 |
| SPXL | DIREXION SHARES ETF TRUST | $71.73万 | 0.00% | 3,880 | 3,880 | — | $71.73万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $71.74万 | 0.00% | 16,139 | 5,793 | 56.0% | $25.75万 | 加仓 |
| IBDY | ISHARES TR | $71.90万 | 0.00% | 27,813 | -2,481 | -8.2% | -$6.41万 | 减仓 |
| SR | SPIRE INC | $71.92万 | 0.00% | 7,943 | 7,943 | — | $71.92万 | 新建仓 |
| JBL | JABIL INC | $72.02万 | 0.00% | 2,711 | 954 | 54.3% | $25.34万 | 加仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $72.20万 | 0.00% | 30,563 | 18,387 | 151.0% | $43.44万 | 加仓 |
| TLN | TALEN ENERGY CORP | $72.40万 | 0.00% | 2,268 | 749 | 49.3% | $23.91万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $72.52万 | 0.00% | 6,924 | 1,862 | 36.8% | $19.50万 | 加仓 |
| IBTG | ISHARES TR | $72.59万 | 0.00% | 31,679 | 1,867 | 6.3% | $4.28万 | 加仓 |
| — | ISHARES TR | $72.65万 | 0.00% | 25,773 | 25,773 | — | $72.65万 | 新建仓 |
| — | PROSHARES TR | $72.94万 | 0.00% | 7,200 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $72.96万 | 0.00% | 4,273 | 4,273 | — | $72.96万 | 新建仓 |
| CCL | CARNIVAL CORP | $73.03万 | 0.00% | 28,219 | 6,122 | 27.7% | $15.84万 | 加仓 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $73.06万 | 0.00% | 20,077 | 20,077 | — | $73.06万 | 新建仓 |
| HAL | HALLIBURTON CO | $73.30万 | 0.00% | 18,799 | 8,908 | 90.1% | $34.73万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $73.41万 | 0.00% | 48,777 | 8,663 | 21.6% | $13.04万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $73.73万 | 0.00% | 2,425 | 1,117 | 85.4% | $33.96万 | 加仓 |
| IOT | SAMSARA INC | $74.09万 | 0.00% | 23,380 | 12,823 | 121.5% | $40.64万 | 加仓 |
| MAGS | LISTED FDS TR | $74.23万 | 0.00% | 12,812 | 1,147 | 9.8% | $6.65万 | 加仓 |
| GRID | FIRST TR EXCHANGE-TRADED FD | $74.27万 | 0.00% | 4,540 | 4,540 | — | $74.27万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $74.30万 | 0.00% | 3,791 | 793 | 26.5% | $15.54万 | 加仓 |
| MDYG | SPDR SERIES TRUST | $74.44万 | 0.00% | 7,758 | 30 | 0.4% | $2,879 | 加仓 |
| NBTB | NBT BANCORP INC | $74.73万 | 0.00% | 17,550 | 17,550 | — | $74.73万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $74.76万 | 0.00% | 3,790 | 2,218 | 141.1% | $43.75万 | 加仓 |
| — | STELLAR BANCORP INC | $74.83万 | 0.00% | 20,439 | 10,681 | 109.5% | $39.10万 | 重新持有 |
| BIIB | BIOGEN INC | $74.85万 | 0.00% | 4,083 | 682 | 20.1% | $12.50万 | 加仓 |
| GPN | GLOBAL PMTS INC | $75.10万 | 0.00% | 11,159 | 2,730 | 32.4% | $18.37万 | 加仓 |
| ASHR | DBX ETF TR | $75.18万 | 0.00% | 23,033 | 7,450 | 47.8% | $24.32万 | 加仓 |
| FN | FABRINET | $75.67万 | 0.00% | 1,451 | 1,451 | — | $75.67万 | 新建仓 |
| BCS | BARCLAYS PLC | $76.26万 | 0.00% | 36,038 | 36,038 | — | $76.26万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $76.65万 | 0.00% | 8,325 | -1,718 | -17.1% | -$15.82万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $76.76万 | 0.00% | 10,594 | 5,655 | 114.5% | $40.97万 | 加仓 |