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 |
|---|---|---|---|---|---|---|---|---|
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -16,658 | -100.0% | -$743.05万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -15,030 | -100.0% | -$276.33万 | 清仓 |
| AAPL | APPLE INC 看跌期权 | $0 | 0.00% | 0 | -6,400 | -100.0% | -$173.99万 | 清仓 |
| CBT | CABOT CORP | $0 | 0.00% | 0 | -24,746 | -100.0% | -$164.02万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看涨期权 | $0 | 0.00% | 0 | -8,500 | -100.0% | -$151.09万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -11,404 | -100.0% | -$150.41万 | 清仓 |
| SYBT | STOCK YDS BANCORP INC | $0 | 0.00% | 0 | -17,397 | -100.0% | -$112.99万 | 清仓 |
| NOV | NOV INC | $0 | 0.00% | 0 | -65,725 | -100.0% | -$102.73万 | 清仓 |
| GGLL | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -9,096 | -100.0% | -$88.12万 | 清仓 |
| TWLO | TWILIO INC 看涨期权 | $0 | 0.00% | 0 | -5,500 | -100.0% | -$78.23万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -1,600 | -100.0% | -$75.00万 | 清仓 |
| APP | APPLOVIN CORP 看涨期权 | $0 | 0.00% | 0 | -1,100 | -100.0% | -$74.12万 | 清仓 |
| MLPX | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NTES | NETEASE INC 看涨期权 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$68.81万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -16,010 | -100.0% | -$68.59万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -7,767 | -100.0% | -$63.78万 | 清仓 |
| QBTS | D-WAVE QUANTUM INC | $0 | 0.00% | 0 | -20,320 | -100.0% | -$53.14万 | 清仓 |
| SPY | SPDR S&P 500 ETF TR 看跌期权 | $0 | 0.00% | 0 | -700 | -100.0% | -$47.73万 | 清仓 |
| BLK | BLACKROCK INC 看跌期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$42.81万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -6,199 | -100.0% | -$42.29万 | 清仓 |
| FTC | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | -2,543 | -100.0% | -$40.66万 | 清仓 |
| BHRB | BURKE HERBERT FINL SVCS CORP | $0 | 0.00% | 0 | -5,805 | -100.0% | -$36.17万 | 清仓 |
| ROKU | ROKU INC 看涨期权 | $0 | 0.00% | 0 | -3,300 | -100.0% | -$35.80万 | 清仓 |
| — | ISHARES INC | $0 | 0.00% | 0 | -8,744 | -100.0% | -$33.72万 | 清仓 |
| VST | VISTRA CORP 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$32.27万 | 清仓 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FTA | FIRST TR EXCHANGE-TRADED ALP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FAS | DIREXION SHS ETF TR | $0 | 0.00% | 0 | -1,715 | -100.0% | -$28.86万 | 清仓 |
| IT | GARTNER INC | $0 | 0.00% | 0 | -1,114 | -100.0% | -$28.10万 | 清仓 |
| EEMS | ISHARES INC | $0 | 0.00% | 0 | -4,162 | -100.0% | -$28.09万 | 清仓 |
| FMB | FIRST TR EXCH TRADED FD III | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | COMERICA INC | $0 | 0.00% | 0 | -3,118 | -100.0% | -$27.10万 | 清仓 |
| IEZ | ISHARES TR | $0 | 0.00% | 0 | -12,978 | -100.0% | -$27.09万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GLOBAL X FDS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -2,486 | -100.0% | -$23.72万 | 清仓 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -3,409 | -100.0% | -$23.32万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -1,285 | -100.0% | -$23.31万 | 清仓 |
| EWI | ISHARES INC | $0 | 0.00% | 0 | -4,049 | -100.0% | -$22.00万 | 清仓 |
| NUDM | NUSHARES ETF TR | $0 | 0.00% | 0 | -5,975 | -100.0% | -$21.64万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -4,303 | -100.0% | -$21.54万 | 清仓 |
| BSCW | INVESCO EXCH TRD SLF IDX FD | $0 | 0.00% | 0 | -10,096 | -100.0% | -$21.08万 | 清仓 |
| WGS | GENEDX HOLDINGS CORP | $0 | 0.00% | 0 | -1,599 | -100.0% | -$20.80万 | 清仓 |
| BAX | BAXTER INTL INC | $0 | 0.00% | 0 | -10,133 | -100.0% | -$19.36万 | 清仓 |
| PML | PIMCO MUN INCOME FD II | $0 | 0.00% | 0 | -25,516 | -100.0% | -$19.24万 | 清仓 |
| — | EVENTBRITE INC | $0 | 0.00% | 0 | -35,415 | -100.0% | -$15.76万 | 清仓 |
| ONDS | ONDAS HLDGS INC | $0 | 0.00% | 0 | -15,830 | -100.0% | -$15.45万 | 清仓 |
| W | WAYFAIR INC | $0 | 0.00% | 0 | -1,399 | -100.0% | -$14.05万 | 清仓 |
| NZF | NUVEEN MUNICIPAL CREDIT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MUA | BLACKROCK MUNIASSETS FD INC | $0 | 0.00% | 0 | -11,448 | -100.0% | -$12.26万 | 清仓 |
| W | WAYFAIR INC 看涨期权 | $0 | 0.00% | 0 | -1,200 | -100.0% | -$12.05万 | 清仓 |
| — | CALAMOS GLOBAL TOTAL RETURN | $0 | 0.00% | 0 | -10,242 | -100.0% | -$11.67万 | 清仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | VOLATILITY SHS TR | $0 | 0.00% | 0 | -14,777 | -100.0% | -$7.29万 | 清仓 |
| MMT | MFS MULTIMARKET INCOME TR | $0 | 0.00% | 0 | -15,658 | -100.0% | -$7.28万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -658 | -100.0% | -$7.14万 | 清仓 |
| JOE | ST JOE CO 看涨期权 | $0 | 0.00% | 0 | -1,100 | -100.0% | -$6.53万 | 清仓 |
| MCD | MCDONALDS CORP 看跌期权 | $0 | 0.00% | 0 | -200 | -100.0% | -$6.11万 | 清仓 |
| ACP | ABRDN INCOME CREDIT STRATEGI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ENVX | ENOVIX CORPORATION 看涨期权 | $0 | 0.00% | 0 | -6,500 | -100.0% | -$4.75万 | 清仓 |
| SLS | SELLAS LIFE SCIENCES GROUP I | $0 | 0.00% | 0 | -10,000 | -100.0% | -$3.77万 | 清仓 |
| — | CVD EQUIP CORP | $0 | 0.00% | 0 | -10,840 | -100.0% | -$3.35万 | 清仓 |
| NTES | NETEASE INC | $0 | 0.00% | 0 | -122 | -100.0% | -$1.68万 | 清仓 |
| — | STRIVE INC | $0 | 0.00% | 0 | -10,565 | -100.0% | -$7,797 | 清仓 |
| — | INTENSITY THERAPEUTICS INC | $0 | 0.00% | 0 | -10,199 | -100.0% | -$4,184 | 清仓 |
| — | AUDDIA INC | $0 | 0.00% | 0 | -101,000 | -100.0% | -$2,323 | 清仓 |
| — | GABELLI EQUITY TR INC | $133 | 0.00% | 19,000 | 19,000 | — | $133 | 新建仓 |
| — | ASPIRE BIOPHARMA HLDGS INC | $332 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| HMY | HARMONY GOLD MNG LTD | $369 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| — | BAIRD MED INVT HLDGS LTD | $922 | 0.00% | 11,500 | 11,500 | — | $922 | 新建仓 |
| — | CUE BIOPHARMA INC | $2,299 | 0.00% | 10,000 | 10,000 | — | $2,299 | 新建仓 |
| — | IO BIOTECH INC | $2,501 | 0.00% | 42,600 | -463,400 | -91.6% | -$2.72万 | 减仓 |
| — | GOSSAMER BIO INC | $9,198 | 0.00% | 28,000 | 17,000 | 154.5% | $5,584 | 加仓 |
| — | BRC INC | $1.03万 | 0.00% | 13,300 | 0 | 0.0% | — | 不变 |
| — | INMUNE BIO INC | $1.17万 | 0.00% | 10,368 | 0 | 0.0% | — | 不变 |
| OPTU | OPTIMUM COMMUNICATIONS INC | $1.30万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP 看涨期权 | $1.47万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| — | AMERICAN BITCOIN CORP. | $1.50万 | 0.00% | 16,216 | -295,134 | -94.8% | -$27.28万 | 减仓 |
| RIOT | RIOT PLATFORMS INC | $1.84万 | 0.00% | 1,488 | 1,488 | — | $1.84万 | 新建仓 |
| — | HUMACYTE INC | $2.18万 | 0.00% | 36,000 | 0 | 0.0% | — | 不变 |
| ALXO | ALX ONCOLOGY HLDGS INC | $2.51万 | 0.00% | 12,500 | 12,500 | — | $2.51万 | 新建仓 |
| — | BIOXCEL THERAPEUTICS INC | $2.53万 | 0.00% | 18,877 | 18,877 | — | $2.53万 | 新建仓 |
| — | MOBIX LABS INC | $2.65万 | 0.00% | 79,417 | -11,000 | -12.2% | -$3,675 | 减仓 |
| — | ADVISORSHARES TR | $2.69万 | 0.00% | 12,500 | 12,500 | — | $2.69万 | 新建仓 |
| APPS | DIGITAL TURBINE INC | $2.88万 | 0.00% | 10,000 | 10,000 | — | $2.88万 | 新建仓 |
| SNOW | SNOWFLAKE INC 看涨期权 | $3.02万 | 0.00% | 200 | 200 | — | $3.02万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $3.47万 | 0.00% | 3,029 | 3,026 | 100,866.7% | $3.47万 | 重新持有 |
| — | GABELLI MULTIMEDIA TR INC | $4.01万 | 0.00% | 10,194 | 10,194 | — | $4.01万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $4.23万 | 0.00% | 1,100 | 400 | 57.1% | $1.54万 | 加仓 |
| — | MERCER INTL INC | $4.52万 | 0.00% | 31,819 | 0 | 0.0% | — | 不变 |
| DDD | 3D SYS CORP DEL | $4.81万 | 0.00% | 25,600 | 0 | 0.0% | — | 不变 |
| POWW | OUTDOOR HOLDING CO | $4.82万 | 0.00% | 24,000 | 0 | 0.0% | — | 不变 |
| — | EAGLE POINT CREDIT COMPANY I | $5.12万 | 0.00% | 13,629 | 13,629 | — | $5.12万 | 新建仓 |
| UWMC | UWM HOLDINGS CORPORATION | $5.39万 | 0.00% | 14,901 | -7,957 | -34.8% | -$2.88万 | 减仓 |
| TQQQ | PROSHARES TR | $5.46万 | 0.00% | 1,310 | 860 | 191.1% | $3.58万 | 加仓 |
| ACHR | ARCHER AVIATION INC | $5.86万 | 0.00% | 11,337 | 11,337 | — | $5.86万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $6.03万 | 0.00% | 13,015 | 13,015 | — | $6.03万 | 新建仓 |
| — | ANAVEX LIFE SCIENCES CORP | $7.06万 | 0.00% | 23,000 | 0 | 0.0% | — | 不变 |
| SB | SAFE BULKERS INC | $7.43万 | 0.00% | 11,735 | 0 | 0.0% | — | 不变 |
| AG | FIRST MAJESTIC SILVER CORP | $7.67万 | 0.00% | 3,570 | -11,999 | -77.1% | -$25.77万 | 减仓 |