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 |
|---|---|---|---|---|---|---|---|---|
| IALT | BLACKROCK ETF TRUST | $67.30万 | 0.00% | 23,992 | 23,992 | — | $67.30万 | 新建仓 |
| DWLD | DAVIS FUNDAMENTAL ETF TR | $67.29万 | 0.00% | 14,552 | 14,552 | — | $67.29万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $67.18万 | 0.00% | 19,656 | 19,656 | — | $67.18万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $67.09万 | 0.00% | 3,169 | -622 | -16.4% | -$13.17万 | 减仓 |
| PFGC | PERFORMANCE FOOD GROUP CO | $66.95万 | 0.00% | 5,989 | 1,404 | 30.6% | $15.70万 | 加仓 |
| IR | INGERSOLL RAND INC | $66.77万 | 0.00% | 8,144 | 631 | 8.4% | $5.17万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $66.76万 | 0.00% | 8,747 | -227 | -2.5% | -$1.73万 | 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 |
| BCS | BARCLAYS PLC | $66.48万 | 0.00% | 24,751 | -11,287 | -31.3% | -$30.32万 | 减仓 |
| DOV | DOVER CORP | $65.72万 | 0.00% | 2,931 | -1,262 | -30.1% | -$28.30万 | 减仓 |
| 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 |
| IGF | ISHARES TR | $65.59万 | 0.00% | 9,849 | 9,849 | — | $65.59万 | 新建仓 |
| SMB | VANECK ETF TRUST | $65.39万 | 0.00% | 37,687 | -3,654 | -8.8% | -$6.34万 | 减仓 |
| IBDY | ISHARES TR | $65.35万 | 0.00% | 25,385 | -2,428 | -8.7% | -$6.25万 | 减仓 |
| ALAB | ASTERA LABS INC | $65.32万 | 0.00% | 1,352 | -1,052 | -43.8% | -$50.82万 | 减仓 |
| SPSM | SPDR SERIES TRUST | $65.30万 | 0.00% | 11,323 | -18,672 | -62.3% | -$107.68万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $65.18万 | 0.00% | 4,907 | -811 | -14.2% | -$10.77万 | 减仓 |
| RITM | RITHM CAPITAL CORP | $65.03万 | 0.00% | 69,239 | 1,339 | 2.0% | $1.26万 | 加仓 |
| NYM | AB ACTIVE ETFS INC | $64.94万 | 0.00% | 25,844 | 66 | 0.3% | $1,659 | 加仓 |
| EMNT | PIMCO ETF TR | $64.80万 | 0.00% | 6,550 | -52 | -0.8% | -$5,145 | 减仓 |
| HPQ | HP INC | $64.62万 | 0.00% | 29,448 | 642 | 2.2% | $1.41万 | 加仓 |
| DWM | WISDOMTREE TR | $64.43万 | 0.00% | 8,800 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCH TRADED FD TR II | $64.39万 | 0.00% | 25,100 | -4,500 | -15.2% | -$11.54万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $64.35万 | 0.00% | 73,497 | 33,270 | 82.7% | $29.13万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $64.15万 | 0.00% | 6,129 | -754 | -11.0% | -$7.89万 | 减仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $64.07万 | 0.00% | 44,067 | 504 | 1.2% | $7,328 | 加仓 |
| SMLV | SPDR SERIES TRUST | $63.83万 | 0.00% | 4,056 | -165 | -3.9% | -$2.60万 | 减仓 |
| FSLR | FIRST SOLAR INC | $63.60万 | 0.00% | 2,697 | -1,093 | -28.8% | -$25.77万 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $63.54万 | 0.00% | 13,326 | 4,022 | 43.2% | $19.18万 | 加仓 |
| BIDU | BAIDU INC | $63.43万 | 0.00% | 5,550 | -138 | -2.4% | -$1.58万 | 减仓 |
| INTF | ISHARES TR | $63.16万 | 0.00% | 15,421 | 1,731 | 12.6% | $7.09万 | 加仓 |
| TSLA | TESLA INC 看涨期权 | $63.09万 | 0.00% | 1,500 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $63.00万 | 0.00% | 36,271 | 3,779 | 11.6% | $6.56万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $62.70万 | 0.00% | 23,525 | 23,525 | — | $62.70万 | 新建仓 |
| OSK | OSHKOSH CORP | $62.66万 | 0.00% | 4,082 | -5,224 | -56.1% | -$80.18万 | 减仓 |
| — | CROSS TIMBERS RTY TR | $62.64万 | 0.00% | 69,292 | 6,492 | 10.3% | $5.87万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $62.59万 | 0.00% | 13,956 | -2,183 | -13.5% | -$9.79万 | 减仓 |
| FDVV | FIDELITY COVINGTON TRUST | $62.50万 | 0.00% | 10,366 | 2,467 | 31.2% | $14.87万 | 加仓 |
| — | ISHARES ETHEREUM TR | $62.48万 | 0.00% | 52,547 | -2,186 | -4.0% | -$2.60万 | 减仓 |
| SIL | GLOBAL X FDS | $61.91万 | 0.00% | 7,993 | 861 | 12.1% | $6.67万 | 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 |
| — | WEBSTER FINL CORP | $61.72万 | 0.00% | 8,082 | 3,693 | 84.1% | $28.20万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $61.67万 | 0.00% | 11,307 | -778 | -6.4% | -$4.24万 | 减仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $61.31万 | 0.00% | 62,497 | 50,380 | 415.8% | $49.42万 | 重新持有 |
| ARKK | ARK ETF TR | $61.01万 | 0.00% | 7,549 | 2,037 | 37.0% | $16.46万 | 加仓 |
| FNY | FIRST TR EXCHANGE-TRADED ALP | $60.97万 | 0.00% | 5,500 | 0 | 0.0% | — | 不变 |
| CNP | CENTERPOINT ENERGY INC | $60.61万 | 0.00% | 13,763 | 1,339 | 10.8% | $5.90万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $60.61万 | 0.00% | 5,130 | 1,010 | 24.5% | $11.93万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $60.13万 | 0.00% | 2,135 | -1,633 | -43.3% | -$45.99万 | 减仓 |
| UFEB | INNOVATOR ETFS TRUST | $60.09万 | 0.00% | 15,548 | -3,000 | -16.2% | -$11.60万 | 减仓 |
| 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 |
| NNN | NNN REIT INC | $59.92万 | 0.00% | 12,879 | 345 | 2.8% | $1.61万 | 加仓 |
| IHI | ISHARES TR | $59.92万 | 0.00% | 12,127 | 608 | 5.3% | $3.00万 | 加仓 |
| IBHH | ISHARES TR | $59.69万 | 0.00% | 25,401 | 4,630 | 22.3% | $10.88万 | 加仓 |
| SIL | GLOBAL X FDS 看涨期权 | $59.64万 | 0.00% | 7,700 | 0 | 0.0% | — | 不变 |
| FEGE | RBB FUND TRUST | $59.52万 | 0.00% | 12,167 | 2,452 | 25.2% | $12.00万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $59.42万 | 0.00% | 19,120 | -100 | -0.5% | -$3,108 | 减仓 |
| CNR | CORE NATURAL RESOURCES INC | $59.30万 | 0.00% | 7,411 | 487 | 7.0% | $3.90万 | 加仓 |
| FRDM | EA SERIES TRUST | $59.27万 | 0.00% | 8,130 | 1,561 | 23.8% | $11.38万 | 加仓 |
| IBND | SPDR SERIES TRUST | $59.24万 | 0.00% | 19,000 | -1,692 | -8.2% | -$5.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $59.12万 | 0.00% | 21,453 | 0 | 0.0% | — | 不变 |
| IBTI | ISHARES TR | $58.94万 | 0.00% | 26,621 | 3,960 | 17.5% | $8.77万 | 加仓 |
| SUSB | ISHARES TR | $58.79万 | 0.00% | 23,524 | 6,750 | 40.2% | $16.87万 | 加仓 |
| WSO | WATSCO INC | $58.69万 | 0.00% | 1,408 | -128 | -8.3% | -$5.34万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $58.42万 | 0.00% | 7,450 | -1,075 | -12.6% | -$8.43万 | 减仓 |
| NGG | NATIONAL GRID PLC | $58.31万 | 0.00% | 7,036 | -4,630 | -39.7% | -$38.37万 | 减仓 |
| DEXC | DIMENSIONAL ETF TRUST | $58.22万 | 0.00% | 7,047 | 7,047 | — | $58.22万 | 新建仓 |
| — | BITWISE 10 CRYPTO INDEX ETF | $58.21万 | 0.00% | 15,490 | -476 | -3.0% | -$1.79万 | 减仓 |
| OUNZ | VANECK MERK GOLD ETF | $58.19万 | 0.00% | 15,078 | -11,986 | -44.3% | -$46.25万 | 减仓 |
| KFY | KORN FERRY | $58.12万 | 0.00% | 8,730 | -37,337 | -81.0% | -$248.59万 | 减仓 |
| BWA | BORGWARNER INC | $58.11万 | 0.00% | 8,751 | 911 | 11.6% | $6.05万 | 加仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $58.06万 | 0.00% | 24,275 | -839 | -3.3% | -$2.01万 | 减仓 |
| 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 EXCHANGE-TRADED FD | $57.78万 | 0.00% | 27,129 | 3,389 | 14.3% | $7.22万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $57.78万 | 0.00% | 2,311 | 95 | 4.3% | $2.38万 | 加仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $57.46万 | 0.00% | 10,303 | -3,142 | -23.4% | -$17.52万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $57.32万 | 0.00% | 18,384 | 4,598 | 33.4% | $14.34万 | 加仓 |
| HGER | HARBOR ETF TRUST | $57.13万 | 0.00% | 19,470 | 19,470 | — | $57.13万 | 新建仓 |
| 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 |
| FAX | ABRDN ASIA PACIFIC INCOME FU | $56.87万 | 0.00% | 38,663 | -8,626 | -18.2% | -$12.69万 | 减仓 |
| IONQ | IONQ INC | $56.79万 | 0.00% | 10,662 | 4,923 | 85.8% | $26.22万 | 重新持有 |
| STZ | CONSTELLATION BRANDS INC | $56.70万 | 0.00% | 4,076 | -1,720 | -29.7% | -$23.93万 | 减仓 |
| — | BLACKROCK ENERGY & RES TR | $56.61万 | 0.00% | 38,197 | 38,197 | — | $56.61万 | 新建仓 |
| BBY | BEST BUY INC | $56.31万 | 0.00% | 7,419 | 7,419 | — | $56.31万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $56.31万 | 0.00% | 2,461 | -212 | -7.9% | -$4.85万 | 减仓 |
| PPL | PPL CORP | $56.06万 | 0.00% | 15,422 | -152 | -1.0% | -$5,525 | 减仓 |
| XYL | XYLEM INC | $55.89万 | 0.00% | 4,728 | -583 | -11.0% | -$6.89万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $55.88万 | 0.00% | 5,162 | -177 | -3.3% | -$1.92万 | 减仓 |
| HYLS | FIRST TR EXCHANGE-TRADED FD | $55.83万 | 0.00% | 13,734 | 2,000 | 17.0% | $8.13万 | 加仓 |
| AEE | AMEREN CORP | $55.81万 | 0.00% | 4,937 | 645 | 15.0% | $7.29万 | 加仓 |
| WING | WINGSTOP INC | $55.79万 | 0.00% | 3,217 | 1,326 | 70.1% | $22.99万 | 加仓 |
| MUSA | MURPHY USA INC | $55.78万 | 0.00% | 1,035 | 1,035 | — | $55.78万 | 新建仓 |
| GRNY | TIDAL TRUST I | $55.76万 | 0.00% | 20,167 | 8,051 | 66.4% | $22.26万 | 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 |
| UTG | REAVES UTIL INCOME FD | $55.71万 | 0.00% | 13,682 | 142 | 1.0% | $5,782 | 加仓 |
| ING | ING GROEP N.V. | $55.56万 | 0.00% | 17,705 | -9,797 | -35.6% | -$30.74万 | 减仓 |
| 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 |
| — | AMPLIFY ETF TR | $55.04万 | 0.00% | 35,812 | 2,029 | 6.0% | $3.12万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $54.85万 | 0.00% | 7,213 | 1,259 | 21.1% | $9.57万 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $54.82万 | 0.00% | 15,203 | -340 | -2.2% | -$1.23万 | 减仓 |