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 |
|---|---|---|---|---|---|---|---|---|
| CWB | SPDR SERIES TRUST | $76.93万 | 0.00% | 8,405 | 4,171 | 98.5% | $38.18万 | 加仓 |
| SPYI | NEOS ETF TRUST | $76.98万 | 0.00% | 15,593 | 3,001 | 23.8% | $14.82万 | 加仓 |
| ARES | ARES MANAGEMENT CORPORATION | $77.22万 | 0.00% | 7,078 | 7,078 | — | $77.22万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $77.40万 | 0.00% | 29,600 | 3,500 | 13.4% | $9.15万 | 加仓 |
| — | LISTED FDS TR | $77.41万 | 0.00% | 29,691 | 3,960 | 15.4% | $10.32万 | 加仓 |
| SKWD | SKYWARD SPECIALTY INS GROUP | $77.80万 | 0.00% | 17,811 | 2,031 | 12.9% | $8.87万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $78.06万 | 0.00% | 12,505 | 12,505 | — | $78.06万 | 新建仓 |
| CACC | CREDIT ACCEP CORP MICH | $78.13万 | 0.00% | 1,845 | 1,363 | 282.8% | $57.72万 | 加仓 |
| CALF | PACER FDS TR | $78.25万 | 0.00% | 17,439 | -1,368 | -7.3% | -$6.14万 | 减仓 |
| DFJ | WISDOMTREE TR | $78.42万 | 0.00% | 7,684 | 1,400 | 22.3% | $14.29万 | 加仓 |
| FSEP | FIRST TR EXCHNG TRADED FD VI | $78.44万 | 0.00% | 15,585 | -2,330 | -13.0% | -$11.73万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $78.54万 | 0.00% | 7,319 | 1,889 | 34.8% | $20.27万 | 加仓 |
| AOR | ISHARES TR | $78.97万 | 0.00% | 12,272 | 0 | 0.0% | — | 不变 |
| — | COTERRA ENERGY INC | $79.00万 | 0.00% | 22,483 | -2,096 | -8.5% | -$7.37万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $79.55万 | 0.00% | 36,125 | -1,214 | -3.3% | -$2.67万 | 减仓 |
| UTES | ETFIS SER TR I | $80.21万 | 0.00% | 10,039 | 487 | 5.1% | $3.89万 | 加仓 |
| WCC | WESCO INTL INC | $80.25万 | 0.00% | 2,933 | 2,933 | — | $80.25万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $80.29万 | 0.00% | 16,733 | 97 | 0.6% | $4,654 | 加仓 |
| MPLX | MPLX LP | $80.66万 | 0.00% | 14,133 | 2,968 | 26.6% | $16.94万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $80.83万 | 0.00% | 50,901 | 24,944 | 96.1% | $39.61万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC 看涨期权 | $81.18万 | 0.00% | 3,000 | 3,000 | — | $81.18万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $81.42万 | 0.00% | 7,895 | -4,761 | -37.6% | -$49.10万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $81.46万 | 0.00% | 8,729 | 1,107 | 14.5% | $10.33万 | 加仓 |
| XCHYX | CALAMOS CONV & HIGH INCOME F | $81.55万 | 0.00% | 74,885 | 33,881 | 82.6% | $36.90万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $81.88万 | 0.00% | 31,342 | -18,553 | -37.2% | -$48.47万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $82.57万 | 0.00% | 4,195 | 882 | 26.6% | $17.36万 | 加仓 |
| DGS | WISDOMTREE TR | $82.65万 | 0.00% | 13,752 | 796 | 6.1% | $4.78万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $82.72万 | 0.00% | 8,746 | -306 | -3.4% | -$2.89万 | 减仓 |
| BAPR | INNOVATOR ETFS TRUST | $83.50万 | 0.00% | 17,047 | 4,976 | 41.2% | $24.37万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $83.80万 | 0.00% | 8,730 | 1,366 | 18.5% | $13.11万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $83.99万 | 0.00% | 6,211 | 1,996 | 47.4% | $26.99万 | 加仓 |
| — | CALAMOS ETF TR | $84.43万 | 0.00% | 44,752 | 44,752 | — | $84.43万 | 新建仓 |
| VLTO | VERALTO CORP | $84.68万 | 0.00% | 9,577 | 5,022 | 110.3% | $44.40万 | 加仓 |
| TPR | TAPESTRY INC | $85.15万 | 0.00% | 6,034 | 1,090 | 22.0% | $15.38万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC | $85.37万 | 0.00% | 17,351 | 17,351 | — | $85.37万 | 新建仓 |
| FNF | FIDELITY NATL FINL INC | $85.50万 | 0.00% | 18,436 | -88 | -0.5% | -$4,081 | 减仓 |
| HOV | HOVNANIAN ENTERPRISES INC | $85.87万 | 0.00% | 7,742 | 632 | 8.9% | $7.01万 | 重新持有 |
| YUMC | YUM CHINA HLDGS INC | $85.92万 | 0.00% | 17,614 | 2,176 | 14.1% | $10.61万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $86.30万 | 0.00% | 4,363 | 360 | 9.0% | $7.12万 | 加仓 |
| QQQI | NEOS ETF TRUST | $86.44万 | 0.00% | 17,395 | 728 | 4.4% | $3.62万 | 加仓 |
| MELI | MERCADOLIBRE INC 看跌期权 | $86.45万 | 0.00% | 500 | 500 | — | $86.45万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $86.61万 | 0.00% | 2,535 | 868 | 52.1% | $29.66万 | 加仓 |
| — | ISHARES ETHEREUM TR | $86.64万 | 0.00% | 54,733 | -19 | -0.0% | -$301 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $86.93万 | 0.00% | 5,796 | -352 | -5.7% | -$5.28万 | 减仓 |
| TIPX | SPDR SERIES TRUST | $86.95万 | 0.00% | 45,310 | 45,310 | — | $86.95万 | 新建仓 |
| GPIX | GOLDMAN SACHS ETF TR | $86.97万 | 0.00% | 17,380 | 12,716 | 272.6% | $63.63万 | 加仓 |
| CSL | CARLISLE COS INC | $87.01万 | 0.00% | 2,608 | 1,717 | 192.7% | $57.28万 | 重新持有 |
| VCR | VANGUARD WORLD FD | $87.24万 | 0.00% | 2,430 | -1,828 | -42.9% | -$65.63万 | 减仓 |
| UPRO | PROSHARES TR | $87.26万 | 0.00% | 8,998 | 418 | 4.9% | $4.05万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $87.31万 | 0.00% | 12,167 | 199 | 1.7% | $1.43万 | 加仓 |
| DOV | DOVER CORP | $87.40万 | 0.00% | 4,193 | 1,246 | 42.3% | $25.97万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $87.47万 | 0.00% | 1,245 | 1,245 | — | $87.47万 | 新建仓 |
| FBND | FIDELITY MERRIMACK STR TR | $87.67万 | 0.00% | 19,217 | 6,534 | 51.5% | $29.81万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD 看跌期权 | $87.82万 | 0.00% | 7,000 | 7,000 | — | $87.82万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $88.38万 | 0.00% | 12,757 | 3,358 | 35.7% | $23.26万 | 加仓 |
| VNOM | VIPER ENERGY INC | $88.54万 | 0.00% | 18,841 | -30,444 | -61.8% | -$143.06万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $88.59万 | 0.00% | 20,874 | 11,394 | 120.2% | $48.36万 | 加仓 |
| IGIC | INTL GNRL INSURANCE HLDNGS L | $88.86万 | 0.00% | 36,680 | 41 | 0.1% | $993 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $88.91万 | 0.00% | 37,995 | 37,995 | — | $88.91万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $89.66万 | 0.00% | 3,127 | 3,127 | — | $89.66万 | 新建仓 |
| WY | WEYERHAEUSER CO | $89.70万 | 0.00% | 36,718 | 1,445 | 4.1% | $3.53万 | 加仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $89.72万 | 0.00% | 25,105 | 3,944 | 18.6% | $14.10万 | 加仓 |
| BJUN | INNOVATOR ETFS TRUST | $90.40万 | 0.00% | 19,545 | 700 | 3.7% | $3.24万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC | $90.43万 | 0.00% | 26,487 | 26,487 | — | $90.43万 | 新建仓 |
| BSCV | INVESCO EXCH TRD SLF IDX FD | $90.49万 | 0.00% | 54,976 | 165 | 0.3% | $2,716 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $90.86万 | 0.00% | 5,592 | 3,949 | 240.4% | $64.17万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $91.34万 | 0.00% | 6,377 | 828 | 14.9% | $11.86万 | 加仓 |
| QDPL | PACER FDS TR | $91.40万 | 0.00% | 22,772 | -5,590 | -19.7% | -$22.44万 | 减仓 |
| GIS | GENERAL MILLS INC | $91.90万 | 0.00% | 24,691 | 10,426 | 73.1% | $38.81万 | 加仓 |
| ASA | ASA GOLD AND PRECIOUS MTLS L | $92.18万 | 0.00% | 14,861 | -3,494 | -19.0% | -$21.67万 | 减仓 |
| IBDX | ISHARES TR | $92.76万 | 0.00% | 36,709 | -1,892 | -4.9% | -$4.78万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $93.01万 | 0.00% | 25,130 | 8,485 | 51.0% | $31.40万 | 加仓 |
| JTEK | J P MORGAN EXCHANGE TRADED F | $93.01万 | 0.00% | 11,694 | 11,694 | — | $93.01万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $93.32万 | 0.00% | 9,202 | 160 | 1.8% | $1.62万 | 加仓 |
| VVV | VALVOLINE INC | $93.51万 | 0.00% | 27,763 | 27,763 | — | $93.51万 | 新建仓 |
| UJUN | INNOVATOR ETFS TRUST | $93.86万 | 0.00% | 25,204 | -100 | -0.4% | -$3,724 | 减仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $94.21万 | 0.00% | 189,940 | 92,078 | 94.1% | $45.67万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $94.35万 | 0.00% | 11,268 | 761 | 7.2% | $6.37万 | 加仓 |
| ADT | ADT INC DEL | $94.45万 | 0.00% | 143,755 | 2,974 | 2.1% | $1.95万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $94.52万 | 0.00% | 9,708 | -177 | -1.8% | -$1.72万 | 减仓 |
| DEO | DIAGEO PLC | $94.53万 | 0.00% | 12,697 | 5,052 | 66.1% | $37.61万 | 加仓 |
| DHI | D R HORTON INC | $94.70万 | 0.01% | 6,901 | 2,248 | 48.3% | $30.85万 | 加仓 |
| EXC | EXELON CORP | $94.96万 | 0.01% | 19,371 | 3,929 | 25.4% | $19.26万 | 加仓 |
| — | FRANKLIN XRP TRUST | $95.17万 | 0.01% | 65,231 | 52,545 | 414.2% | $76.66万 | 加仓 |
| NVDL | GRANITESHARES ETF TR | $95.32万 | 0.01% | 13,135 | -30 | -0.2% | -$2,177 | 减仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $95.73万 | 0.01% | 683,797 | 1,372 | 0.2% | $1,921 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $96.10万 | 0.01% | 9,837 | 1,470 | 17.6% | $14.36万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP 看涨期权 | $96.70万 | 0.01% | 17,700 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $96.79万 | 0.01% | 16,394 | 6,568 | 66.8% | $38.78万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $96.93万 | 0.01% | 16,660 | 16,660 | — | $96.93万 | 新建仓 |
| COWZ | PACER FDS TR | $97.89万 | 0.01% | 15,647 | -3,403 | -17.9% | -$21.29万 | 减仓 |
| F | FORD MTR CO 看跌期权 | $98.09万 | 0.01% | 85,000 | 85,000 | — | $98.09万 | 新建仓 |
| HTGC | HERCULES CAPITAL INC | $98.26万 | 0.01% | 66,525 | 24,078 | 56.7% | $35.56万 | 加仓 |
| GDOT | GREEN DOT CORP | $98.36万 | 0.01% | 87,663 | 87,663 | — | $98.36万 | 新建仓 |
| AVIV | AMERICAN CENTY ETF TR | $98.42万 | 0.01% | 13,153 | 675 | 5.4% | $5.05万 | 加仓 |
| INDA | ISHARES TR | $98.50万 | 0.01% | 21,030 | 10,605 | 101.7% | $49.67万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $98.52万 | 0.01% | 62,953 | 52,895 | 525.9% | $82.78万 | 重新持有 |
| BJUL | INNOVATOR ETFS TRUST | $98.53万 | 0.01% | 19,830 | 6,623 | 50.1% | $32.91万 | 加仓 |
| NGG | NATIONAL GRID PLC | $98.69万 | 0.01% | 11,666 | 7,269 | 165.3% | $61.50万 | 加仓 |
| BUG | GLOBAL X FDS | $98.70万 | 0.01% | 39,306 | 27,984 | 247.2% | $70.27万 | 重新持有 |