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 |
|---|---|---|---|---|---|---|---|---|
| FEGE | RBB FUND TRUST | $59.52万 | 0.00% | 12,167 | 2,452 | 25.2% | $12.00万 | 加仓 |
| SIL | GLOBAL X FDS 看涨期权 | $59.64万 | 0.00% | 7,700 | 0 | 0.0% | — | 不变 |
| IBHH | ISHARES TR | $59.69万 | 0.00% | 25,401 | 4,630 | 22.3% | $10.88万 | 加仓 |
| IHI | ISHARES TR | $59.92万 | 0.00% | 12,127 | 608 | 5.3% | $3.00万 | 加仓 |
| NNN | NNN REIT INC | $59.92万 | 0.00% | 12,879 | 345 | 2.8% | $1.61万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP 看涨期权 | $60.04万 | 0.00% | 35,400 | 17,700 | 100.0% | $30.02万 | 加仓 |
| UFEB | INNOVATOR ETFS TRUST | $60.09万 | 0.00% | 15,548 | -3,000 | -16.2% | -$11.60万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $60.13万 | 0.00% | 2,135 | -1,633 | -43.3% | -$45.99万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $60.61万 | 0.00% | 5,130 | 1,010 | 24.5% | $11.93万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $60.61万 | 0.00% | 13,763 | 1,339 | 10.8% | $5.90万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $60.97万 | 0.00% | 5,500 | 0 | 0.0% | — | 不变 |
| ARKK | ARK ETF TR | $61.01万 | 0.00% | 7,549 | 2,037 | 37.0% | $16.46万 | 加仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $61.31万 | 0.00% | 62,497 | 50,380 | 415.8% | $49.42万 | 重新持有 |
| CRSP | CRISPR THERAPEUTICS AG | $61.67万 | 0.00% | 11,307 | -778 | -6.4% | -$4.24万 | 减仓 |
| — | WEBSTER FINL CORP | $61.72万 | 0.00% | 8,082 | 3,693 | 84.1% | $28.20万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC 看跌期权 | $61.80万 | 0.00% | 3,000 | 1,000 | 50.0% | $20.60万 | 加仓 |
| SIL | GLOBAL X FDS | $61.91万 | 0.00% | 7,993 | 861 | 12.1% | $6.67万 | 加仓 |
| — | ISHARES ETHEREUM TR | $62.48万 | 0.00% | 52,547 | -2,186 | -4.0% | -$2.60万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $62.50万 | 0.00% | 10,366 | 2,467 | 31.2% | $14.87万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $62.59万 | 0.00% | 13,956 | -2,183 | -13.5% | -$9.79万 | 减仓 |
| — | CROSS TIMBERS RTY TR | $62.64万 | 0.00% | 69,292 | 6,492 | 10.3% | $5.87万 | 加仓 |
| OSK | OSHKOSH CORP | $62.66万 | 0.00% | 4,082 | -5,224 | -56.1% | -$80.18万 | 减仓 |
| BF/B | BROWN FORMAN CORP | $62.70万 | 0.00% | 23,525 | 23,525 | — | $62.70万 | 新建仓 |
| CPNG | COUPANG INC | $63.00万 | 0.00% | 36,271 | 3,779 | 11.6% | $6.56万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $63.09万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| INTF | ISHARES TR | $63.16万 | 0.00% | 15,421 | 1,731 | 12.6% | $7.09万 | 加仓 |
| BIDU | BAIDU INC | $63.43万 | 0.00% | 5,550 | -138 | -2.4% | -$1.58万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $63.54万 | 0.00% | 13,326 | 4,022 | 43.2% | $19.18万 | 加仓 |
| FSLR | FIRST SOLAR INC | $63.60万 | 0.00% | 2,697 | -1,093 | -28.8% | -$25.77万 | 减仓 |
| SMLV | SPDR SERIES TRUST | $63.83万 | 0.00% | 4,056 | -165 | -3.9% | -$2.60万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $64.07万 | 0.00% | 44,067 | 504 | 1.2% | $7,328 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $64.15万 | 0.00% | 6,129 | -754 | -11.0% | -$7.89万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $64.35万 | 0.00% | 73,497 | 33,270 | 82.7% | $29.13万 | 加仓 |
| — | INVESCO EXCH TRADED FD TR II | $64.39万 | 0.00% | 25,100 | -4,500 | -15.2% | -$11.54万 | 减仓 |
| DWM | WISDOMTREE TR | $64.43万 | 0.00% | 8,800 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $64.62万 | 0.00% | 29,448 | 642 | 2.2% | $1.41万 | 加仓 |
| EMNT | PIMCO ETF TR | $64.80万 | 0.00% | 6,550 | -52 | -0.8% | -$5,145 | 减仓 |
| NYM | AB ACTIVE ETFS INC | $64.94万 | 0.00% | 25,844 | 66 | 0.3% | $1,659 | 加仓 |
| RITM | RITHM CAPITAL CORP | $65.03万 | 0.00% | 69,239 | 1,339 | 2.0% | $1.26万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $65.18万 | 0.00% | 4,907 | -811 | -14.2% | -$10.77万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $65.30万 | 0.00% | 11,323 | -18,672 | -62.3% | -$107.68万 | 减仓 |
| ALAB | ASTERA LABS INC | $65.32万 | 0.00% | 1,352 | -1,052 | -43.8% | -$50.82万 | 减仓 |
| IBDY | ISHARES TR | $65.35万 | 0.00% | 25,385 | -2,428 | -8.7% | -$6.25万 | 减仓 |
| SMB | VANECK ETF TRUST | $65.39万 | 0.00% | 37,687 | -3,654 | -8.8% | -$6.34万 | 减仓 |
| IGF | ISHARES TR | $65.59万 | 0.00% | 9,849 | 9,849 | — | $65.59万 | 新建仓 |
| WES | WESTERN MIDSTREAM PARTNERS L 看跌期权 | $65.64万 | 0.00% | 15,000 | -30,000 | -66.7% | -$131.28万 | 减仓 |
| DOV | DOVER CORP | $65.72万 | 0.00% | 2,931 | -1,262 | -30.1% | -$28.30万 | 减仓 |
| BCS | BARCLAYS PLC | $66.48万 | 0.00% | 24,751 | -11,287 | -31.3% | -$30.32万 | 减仓 |
| BE | BLOOM ENERGY CORP 看涨期权 | $66.59万 | 0.00% | 2,200 | 1,100 | 100.0% | $33.30万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $66.76万 | 0.00% | 8,747 | -227 | -2.5% | -$1.73万 | 减仓 |
| IR | INGERSOLL RAND INC | $66.77万 | 0.00% | 8,144 | 631 | 8.4% | $5.17万 | 加仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $66.95万 | 0.00% | 5,989 | 1,404 | 30.6% | $15.70万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $67.09万 | 0.00% | 3,169 | -622 | -16.4% | -$13.17万 | 减仓 |
| CWEN | CLEARWAY ENERGY INC | $67.18万 | 0.00% | 19,656 | 19,656 | — | $67.18万 | 新建仓 |
| DWLD | DAVIS FUNDAMENTAL ETF TR | $67.29万 | 0.00% | 14,552 | 14,552 | — | $67.29万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $67.30万 | 0.00% | 23,992 | 23,992 | — | $67.30万 | 新建仓 |
| JAVA | J P MORGAN EXCHANGE TRADED F | $67.65万 | 0.00% | 8,519 | 138 | 1.6% | $1.10万 | 加仓 |
| SHG | SHINHAN FINANCIAL GROUP CO L | $67.85万 | 0.00% | 10,728 | -15 | -0.1% | -$949 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $67.91万 | 0.00% | 15,843 | -5,939 | -27.3% | -$25.46万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $67.97万 | 0.00% | 2,428 | 248 | 11.4% | $6.94万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $68.18万 | 0.00% | 3,879 | -484 | -11.1% | -$8.51万 | 减仓 |
| — | ELECTRONIC ARTS INC | $68.36万 | 0.00% | 3,334 | 1,041 | 45.4% | $21.34万 | 加仓 |
| TYG | TORTOISE ENERGY INFRSTRCTR C | $68.66万 | 0.00% | 16,017 | 16,017 | — | $68.66万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $68.71万 | 0.00% | 1,906 | -2,904 | -60.4% | -$104.68万 | 减仓 |
| ARKX | ARK ETF TR | $68.74万 | 0.00% | 20,146 | 20,146 | — | $68.74万 | 新建仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $68.87万 | 0.00% | 14,956 | 6,602 | 79.0% | $30.40万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $69.06万 | 0.00% | 23,587 | 3,750 | 18.9% | $10.98万 | 加仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $69.51万 | 0.00% | 27,737 | -20,939 | -43.0% | -$52.47万 | 减仓 |
| KGC | KINROSS GOLD CORP | $69.59万 | 0.00% | 29,464 | -15,630 | -34.7% | -$36.92万 | 减仓 |
| CDW | CDW CORP | $69.62万 | 0.00% | 4,950 | -40,880 | -89.2% | -$574.94万 | 减仓 |
| EWY | ISHARES INC | $69.86万 | 0.00% | 3,460 | -780 | -18.4% | -$15.75万 | 减仓 |
| HL | HECLA MINING COMPANY 看涨期权 | $70.05万 | 0.00% | 45,400 | 7,700 | 20.4% | $11.88万 | 加仓 |
| DFCA | DIMENSIONAL ETF TRUST | $70.48万 | 0.00% | 14,046 | 14,046 | — | $70.48万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $71.04万 | 0.00% | 7,424 | -3,170 | -29.9% | -$30.33万 | 减仓 |
| DBEU | DBX ETF TR | $71.08万 | 0.00% | 13,174 | -85 | -0.6% | -$4,586 | 减仓 |
| FDL | FIRST TR EXCHANGE-TRADED FD | $71.16万 | 0.00% | 14,625 | 9,657 | 194.4% | $46.99万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $71.21万 | 0.00% | 13,654 | -433 | -3.1% | -$2.26万 | 减仓 |
| — | VERSAMET ROYALTIES CORP | $71.41万 | 0.00% | 58,057 | 58,057 | — | $71.41万 | 新建仓 |
| GTLB | GITLAB INC | $71.43万 | 0.00% | 23,396 | 12,751 | 119.8% | $38.93万 | 加仓 |
| MTB | M & T BK CORP | $71.47万 | 0.00% | 3,004 | -271 | -8.3% | -$6.45万 | 减仓 |
| IBDZ | ISHARES TR | $71.57万 | 0.00% | 27,474 | 831 | 3.1% | $2.16万 | 加仓 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $71.80万 | 0.00% | 26,024 | 18,008 | 224.7% | $49.68万 | 加仓 |
| — | LISTED FDS TR | $71.81万 | 0.00% | 28,349 | -1,342 | -4.5% | -$3.40万 | 减仓 |
| BSMQ | INVESCO EXCH TRD SLF IDX FD | $71.97万 | 0.00% | 30,569 | 6 | 0.0% | $141 | 加仓 |
| ATO | ATMOS ENERGY CORP | $72.02万 | 0.00% | 4,181 | -6,844 | -62.1% | -$117.89万 | 减仓 |
| KRG | KITE REALTY GROUP TRUST | $72.02万 | 0.00% | 25,378 | 189 | 0.8% | $5,364 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $72.30万 | 0.00% | 4,727 | 493 | 11.6% | $7.54万 | 加仓 |
| EFAX | SPDR INDEX SHS FDS | $72.39万 | 0.00% | 13,376 | 40 | 0.3% | $2,165 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $72.56万 | 0.00% | 17,754 | 140 | 0.8% | $5,722 | 加仓 |
| AVMV | AMERICAN CENTY ETF TR | $73.30万 | 0.00% | 9,102 | 593 | 7.0% | $4.78万 | 加仓 |
| MSTR | STRATEGY INC | $73.50万 | 0.00% | 8,455 | 2,909 | 52.5% | $25.29万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $74.24万 | 0.00% | 7,663 | -1,066 | -12.2% | -$10.33万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $74.48万 | 0.00% | 2,254 | -171 | -7.1% | -$5.65万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $74.53万 | 0.00% | 4,425 | -2,133 | -32.5% | -$35.93万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $75.15万 | 0.00% | 5,483 | -109 | -1.9% | -$1.49万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $75.21万 | 0.00% | 24,788 | 7,887 | 46.7% | $23.93万 | 加仓 |
| WY | WEYERHAEUSER CO | $75.22万 | 0.00% | 31,417 | -5,301 | -14.4% | -$12.69万 | 减仓 |
| ACIC | AMERICAN COASTAL INS CORP | $75.43万 | 0.00% | 67,955 | 5,583 | 9.0% | $6.20万 | 加仓 |
| DFJ | WISDOMTREE TR | $75.65万 | 0.00% | 7,184 | -500 | -6.5% | -$5.27万 | 减仓 |
| GIS | GENERAL MILLS INC | $75.82万 | 0.00% | 21,787 | -2,904 | -11.8% | -$10.11万 | 减仓 |