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 |
|---|---|---|---|---|---|---|---|---|
| WTMF | WISDOMTREE TR | $48.04万 | 0.00% | 11,761 | 2,578 | 28.1% | $10.53万 | 加仓 |
| SPHD | INVESCO EXCH TRADED FD TR II | $48.05万 | 0.00% | 9,451 | 1,455 | 18.2% | $7.40万 | 加仓 |
| FNB | F N B CORP | $48.10万 | 0.00% | 25,212 | 13,780 | 120.5% | $26.29万 | 加仓 |
| UTES | ETFIS SER TR I | $48.36万 | 0.00% | 5,916 | -4,123 | -41.1% | -$33.70万 | 减仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $48.44万 | 0.00% | 9,107 | -26 | -0.3% | -$1,383 | 减仓 |
| IBMS | ISHARES TR | $48.49万 | 0.00% | 18,742 | 6 | 0.0% | $155 | 加仓 |
| — | INNOVATOR ETFS TRUST | $48.80万 | 0.00% | 14,220 | 0 | 0.0% | — | 不变 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $48.99万 | 0.00% | 14,522 | 1,573 | 12.1% | $5.31万 | 加仓 |
| FSK | FS KKR CAP CORP | $49.09万 | 0.00% | 46,749 | 16,224 | 53.1% | $17.04万 | 加仓 |
| COPX | GLOBAL X FDS | $49.10万 | 0.00% | 6,380 | 123 | 2.0% | $9,467 | 加仓 |
| PKG | PACKAGING CORP AMER | $49.16万 | 0.00% | 2,063 | 1,020 | 97.8% | $24.31万 | 加仓 |
| DXCM | DEXCOM INC | $49.18万 | 0.00% | 7,303 | -4 | -0.1% | -$269 | 减仓 |
| SGVT | SCHWAB STRATEGIC TR | $49.36万 | 0.00% | 4,900 | -7,780 | -61.4% | -$78.38万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $49.57万 | 0.00% | 13,401 | 0 | 0.0% | — | 不变 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $49.73万 | 0.00% | 9,990 | -1,043 | -9.5% | -$5.19万 | 减仓 |
| IGIB | ISHARES TR | $49.95万 | 0.00% | 9,394 | -42,104 | -81.8% | -$223.86万 | 减仓 |
| — | AB ACTIVE ETFS INC | $49.97万 | 0.00% | 19,724 | 3,035 | 18.2% | $7.69万 | 加仓 |
| VTRS | VIATRIS INC | $50.04万 | 0.00% | 31,509 | 3,952 | 14.3% | $6.28万 | 加仓 |
| OKLO | OKLO INC | $50.12万 | 0.00% | 9,577 | 9,577 | — | $50.12万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P | $50.16万 | 0.00% | 20,668 | 9,344 | 82.5% | $22.68万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $50.25万 | 0.00% | 7,171 | 1,301 | 22.2% | $9.12万 | 加仓 |
| HDEF | DBX ETF TR | $50.34万 | 0.00% | 15,663 | 7,339 | 88.2% | $23.59万 | 加仓 |
| EWZ | ISHARES INC | $50.39万 | 0.00% | 14,605 | -3,891 | -21.0% | -$13.42万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $50.61万 | 0.00% | 1,293 | -64 | -4.7% | -$2.51万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $50.92万 | 0.00% | 4,575 | -2,503 | -35.4% | -$27.86万 | 减仓 |
| ADC | AGREE RLTY CORP | $50.94万 | 0.00% | 6,726 | 6,726 | — | $50.94万 | 新建仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $50.97万 | 0.00% | 12,306 | -284 | -2.3% | -$1.18万 | 减仓 |
| OGE | OGE ENERGY CORP | $51.41万 | 0.00% | 10,560 | 88 | 0.8% | $4,284 | 加仓 |
| — | VANECK ETF TRUST | $51.67万 | 0.00% | 21,407 | -7,563 | -26.1% | -$18.25万 | 减仓 |
| OUSA | ALPS ETF TR | $51.70万 | 0.00% | 8,864 | 3,293 | 59.1% | $19.21万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $51.87万 | 0.00% | 966 | 966 | — | $51.87万 | 新建仓 |
| IYC | ISHARES TR | $51.96万 | 0.00% | 5,139 | 621 | 13.7% | $6.28万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $51.96万 | 0.00% | 15,010 | 3,433 | 29.7% | $11.88万 | 加仓 |
| RS | RELIANCE INC | $52.10万 | 0.00% | 1,394 | -107 | -7.1% | -$4.00万 | 减仓 |
| CMS | CMS ENERGY CORP | $52.19万 | 0.00% | 6,823 | 4,169 | 157.1% | $31.89万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $52.36万 | 0.00% | 5,195 | -92 | -1.7% | -$9,272 | 减仓 |
| KTB | KONTOOR BRANDS INC | $52.41万 | 0.00% | 6,289 | -18 | -0.3% | -$1,500 | 减仓 |
| INDA | ISHARES TR | $52.44万 | 0.00% | 10,617 | -10,413 | -49.5% | -$51.43万 | 减仓 |
| VIA | VIA TRANSN INC | $52.47万 | 0.00% | 28,925 | 2,000 | 7.4% | $3.63万 | 加仓 |
| EZM | WISDOMTREE TR | $52.50万 | 0.00% | 6,927 | 0 | 0.0% | — | 不变 |
| IVOO | VANGUARD ADMIRAL FDS INC | $52.56万 | 0.00% | 4,031 | -50 | -1.2% | -$6,520 | 减仓 |
| NZF | NUVEEN MUN CR INCOME FD | $52.92万 | 0.00% | 41,738 | 31,188 | 295.6% | $39.55万 | 重新持有 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $52.93万 | 0.00% | 8,724 | 715 | 8.9% | $4.34万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $53.19万 | 0.00% | 466 | -34 | -6.8% | -$3.88万 | 减仓 |
| IYZ | ISHARES TR | $53.23万 | 0.00% | 12,581 | 1,134 | 9.9% | $4.80万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $53.39万 | 0.00% | 2,836 | -60 | -2.1% | -$1.13万 | 减仓 |
| SUSL | ISHARES TR | $53.45万 | 0.00% | 4,026 | 1,661 | 70.2% | $22.05万 | 加仓 |
| SANM | SANMINA CORP | $53.53万 | 0.00% | 2,115 | -3,023 | -58.8% | -$76.51万 | 减仓 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $53.61万 | 0.00% | 5,538 | 2,164 | 64.1% | $20.95万 | 重新持有 |
| AGI | ALAMOS GOLD INC 看涨期权 | $53.70万 | 0.00% | 17,700 | -10,000 | -36.1% | -$30.34万 | 减仓 |
| ALC | ALCON AG | $53.78万 | 0.00% | 8,015 | -13,411 | -62.6% | -$89.99万 | 减仓 |
| RGLD | ROYAL GOLD INC 看涨期权 | $53.89万 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| VCRB | VANGUARD MALVERN FDS | $54.27万 | 0.00% | 7,027 | -629 | -8.2% | -$4.86万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $54.31万 | 0.00% | 261 | 12 | 4.8% | $2.50万 | 加仓 |
| XYLD | GLOBAL X FDS | $54.34万 | 0.00% | 13,322 | -518 | -3.7% | -$2.11万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $54.60万 | 0.00% | 13,982 | -3,573 | -20.4% | -$13.95万 | 减仓 |
| SCHK | SCHWAB STRATEGIC TR | $54.82万 | 0.00% | 15,203 | -340 | -2.2% | -$1.23万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $54.85万 | 0.00% | 7,213 | 1,259 | 21.1% | $9.57万 | 加仓 |
| — | AMPLIFY ETF TR | $55.04万 | 0.00% | 35,812 | 2,029 | 6.0% | $3.12万 | 加仓 |
| HMY | HARMONY GOLD MNG LTD 看涨期权 | $55.36万 | 0.00% | 36,400 | 8,700 | 31.4% | $13.23万 | 加仓 |
| ING | ING GROEP N.V. | $55.56万 | 0.00% | 17,705 | -9,797 | -35.6% | -$30.74万 | 减仓 |
| UTG | REAVES UTIL INCOME FD | $55.71万 | 0.00% | 13,682 | 142 | 1.0% | $5,782 | 加仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $55.74万 | 0.00% | 10,711 | -4,150 | -27.9% | -$21.60万 | 减仓 |
| GRNY | TIDAL TRUST I | $55.76万 | 0.00% | 20,167 | 8,051 | 66.4% | $22.26万 | 加仓 |
| MUSA | MURPHY USA INC | $55.78万 | 0.00% | 1,035 | 1,035 | — | $55.78万 | 新建仓 |
| WING | WINGSTOP INC | $55.79万 | 0.00% | 3,217 | 1,326 | 70.1% | $22.99万 | 加仓 |
| AEE | AMEREN CORP | $55.81万 | 0.00% | 4,937 | 645 | 15.0% | $7.29万 | 加仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $55.83万 | 0.00% | 13,734 | 2,000 | 17.0% | $8.13万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $55.88万 | 0.00% | 5,162 | -177 | -3.3% | -$1.92万 | 减仓 |
| XYL | XYLEM INC | $55.89万 | 0.00% | 4,728 | -583 | -11.0% | -$6.89万 | 减仓 |
| PPL | PPL CORP | $56.06万 | 0.00% | 15,422 | -152 | -1.0% | -$5,525 | 减仓 |
| VAW | VANGUARD WORLD FD | $56.31万 | 0.00% | 2,461 | -212 | -7.9% | -$4.85万 | 减仓 |
| BBY | BEST BUY INC | $56.31万 | 0.00% | 7,419 | 7,419 | — | $56.31万 | 新建仓 |
| — | BLACKROCK ENERGY & RES TR | $56.61万 | 0.00% | 38,197 | 38,197 | — | $56.61万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $56.70万 | 0.00% | 4,076 | -1,720 | -29.7% | -$23.93万 | 减仓 |
| IONQ | IONQ INC | $56.79万 | 0.00% | 10,662 | 4,923 | 85.8% | $26.22万 | 重新持有 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $56.87万 | 0.00% | 38,663 | -8,626 | -18.2% | -$12.69万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP 看涨期权 | $56.88万 | 0.00% | 12,700 | -5,000 | -28.2% | -$22.39万 | 减仓 |
| HGER | HARBOR ETF TRUST | $57.13万 | 0.00% | 19,470 | 19,470 | — | $57.13万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $57.32万 | 0.00% | 18,384 | 4,598 | 33.4% | $14.34万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $57.46万 | 0.00% | 10,303 | -3,142 | -23.4% | -$17.52万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $57.78万 | 0.00% | 2,311 | 95 | 4.3% | $2.38万 | 加仓 |
| — | FIRST TR EXCHANGE-TRADED FD | $57.78万 | 0.00% | 27,129 | 3,389 | 14.3% | $7.22万 | 加仓 |
| FMAR | FIRST TR EXCHNG TRADED FD VI | $58.01万 | 0.00% | 11,100 | -1,200 | -9.8% | -$6.27万 | 减仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $58.06万 | 0.00% | 24,275 | -839 | -3.3% | -$2.01万 | 减仓 |
| BWA | BORGWARNER INC | $58.11万 | 0.00% | 8,751 | 911 | 11.6% | $6.05万 | 加仓 |
| KFY | KORN FERRY | $58.12万 | 0.00% | 8,730 | -37,337 | -81.0% | -$248.59万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $58.19万 | 0.00% | 15,078 | -11,986 | -44.3% | -$46.25万 | 减仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $58.21万 | 0.00% | 15,490 | -476 | -3.0% | -$1.79万 | 减仓 |
| DEXC | DIMENSIONAL ETF TRUST | $58.22万 | 0.00% | 7,047 | 7,047 | — | $58.22万 | 新建仓 |
| NGG | NATIONAL GRID PLC | $58.31万 | 0.00% | 7,036 | -4,630 | -39.7% | -$38.37万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $58.42万 | 0.00% | 7,450 | -1,075 | -12.6% | -$8.43万 | 减仓 |
| WSO | WATSCO INC | $58.69万 | 0.00% | 1,408 | -128 | -8.3% | -$5.34万 | 减仓 |
| SUSB | ISHARES TR | $58.79万 | 0.00% | 23,524 | 6,750 | 40.2% | $16.87万 | 加仓 |
| IBTI | ISHARES TR | $58.94万 | 0.00% | 26,621 | 3,960 | 17.5% | $8.77万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $59.12万 | 0.00% | 21,453 | 0 | 0.0% | — | 不变 |
| IBND | SPDR SERIES TRUST | $59.24万 | 0.00% | 19,000 | -1,692 | -8.2% | -$5.28万 | 减仓 |
| FRDM | EA SERIES TRUST | $59.27万 | 0.00% | 8,130 | 1,561 | 23.8% | $11.38万 | 加仓 |
| CNR | CORE NATURAL RESOURCES INC | $59.30万 | 0.00% | 7,411 | 487 | 7.0% | $3.90万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $59.42万 | 0.00% | 19,120 | -100 | -0.5% | -$3,108 | 减仓 |