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 |
|---|---|---|---|---|---|---|---|---|
| HASI | HA SUSTAINABLE INFRA CAP INC | $54.60万 | 0.00% | 13,982 | -3,573 | -20.4% | -$13.95万 | 减仓 |
| XYLD | GLOBAL X FDS | $54.34万 | 0.00% | 13,322 | -518 | -3.7% | -$2.11万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $54.31万 | 0.00% | 261 | 12 | 4.8% | $2.50万 | 加仓 |
| VCRB | VANGUARD MALVERN FDS | $54.27万 | 0.00% | 7,027 | -629 | -8.2% | -$4.86万 | 减仓 |
| RGLD | ROYAL GOLD INC 看涨期权 | $53.89万 | 0.00% | 2,700 | 0 | 0.0% | — | 不变 |
| ALC | ALCON AG | $53.78万 | 0.00% | 8,015 | -13,411 | -62.6% | -$89.99万 | 减仓 |
| AGI | ALAMOS GOLD INC 看涨期权 | $53.70万 | 0.00% | 17,700 | -10,000 | -36.1% | -$30.34万 | 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 |
| SANM | SANMINA CORP | $53.53万 | 0.00% | 2,115 | -3,023 | -58.8% | -$76.51万 | 减仓 |
| SUSL | ISHARES TR | $53.45万 | 0.00% | 4,026 | 1,661 | 70.2% | $22.05万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $53.39万 | 0.00% | 2,836 | -60 | -2.1% | -$1.13万 | 减仓 |
| IYZ | ISHARES TR | $53.23万 | 0.00% | 12,581 | 1,134 | 9.9% | $4.80万 | 加仓 |
| GHC | GRAHAM HLDGS CO | $53.19万 | 0.00% | 466 | -34 | -6.8% | -$3.88万 | 减仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $52.93万 | 0.00% | 8,724 | 715 | 8.9% | $4.34万 | 加仓 |
| NZF | NUVEEN MUN CR INCOME FD | $52.92万 | 0.00% | 41,738 | 31,188 | 295.6% | $39.55万 | 重新持有 |
| IVOO | VANGUARD ADMIRAL FDS INC | $52.56万 | 0.00% | 4,031 | -50 | -1.2% | -$6,520 | 减仓 |
| EZM | WISDOMTREE TR | $52.50万 | 0.00% | 6,927 | 0 | 0.0% | — | 不变 |
| VIA | VIA TRANSN INC | $52.47万 | 0.00% | 28,925 | 2,000 | 7.4% | $3.63万 | 加仓 |
| INDA | ISHARES TR | $52.44万 | 0.00% | 10,617 | -10,413 | -49.5% | -$51.43万 | 减仓 |
| KTB | KONTOOR BRANDS INC | $52.41万 | 0.00% | 6,289 | -18 | -0.3% | -$1,500 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $52.36万 | 0.00% | 5,195 | -92 | -1.7% | -$9,272 | 减仓 |
| CMS | CMS ENERGY CORP | $52.19万 | 0.00% | 6,823 | 4,169 | 157.1% | $31.89万 | 加仓 |
| RS | RELIANCE INC | $52.10万 | 0.00% | 1,394 | -107 | -7.1% | -$4.00万 | 减仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $51.96万 | 0.00% | 15,010 | 3,433 | 29.7% | $11.88万 | 加仓 |
| IYC | ISHARES TR | $51.96万 | 0.00% | 5,139 | 621 | 13.7% | $6.28万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $51.87万 | 0.00% | 966 | 966 | — | $51.87万 | 新建仓 |
| OUSA | ALPS ETF TR | $51.70万 | 0.00% | 8,864 | 3,293 | 59.1% | $19.21万 | 加仓 |
| — | VANECK ETF TRUST | $51.67万 | 0.00% | 21,407 | -7,563 | -26.1% | -$18.25万 | 减仓 |
| OGE | OGE ENERGY CORP | $51.41万 | 0.00% | 10,560 | 88 | 0.8% | $4,284 | 加仓 |
| GAUG | FIRST TR EXCHNG TRADED FD VI | $50.97万 | 0.00% | 12,306 | -284 | -2.3% | -$1.18万 | 减仓 |
| ADC | AGREE RLTY CORP | $50.94万 | 0.00% | 6,726 | 6,726 | — | $50.94万 | 新建仓 |
| ARES | ARES MANAGEMENT CORPORATION | $50.92万 | 0.00% | 4,575 | -2,503 | -35.4% | -$27.86万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $50.61万 | 0.00% | 1,293 | -64 | -4.7% | -$2.51万 | 减仓 |
| EWZ | ISHARES INC | $50.39万 | 0.00% | 14,605 | -3,891 | -21.0% | -$13.42万 | 减仓 |
| HDEF | DBX ETF TR | $50.34万 | 0.00% | 15,663 | 7,339 | 88.2% | $23.59万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $50.25万 | 0.00% | 7,171 | 1,301 | 22.2% | $9.12万 | 加仓 |
| PAGP | PLAINS GP HLDGS L P | $50.16万 | 0.00% | 20,668 | 9,344 | 82.5% | $22.68万 | 加仓 |
| OKLO | OKLO INC | $50.12万 | 0.00% | 9,577 | 9,577 | — | $50.12万 | 新建仓 |
| VTRS | VIATRIS INC | $50.04万 | 0.00% | 31,509 | 3,952 | 14.3% | $6.28万 | 加仓 |
| — | AB ACTIVE ETFS INC | $49.97万 | 0.00% | 19,724 | 3,035 | 18.2% | $7.69万 | 加仓 |
| IGIB | ISHARES TR | $49.95万 | 0.00% | 9,394 | -42,104 | -81.8% | -$223.86万 | 减仓 |
| LMBS | FIRST TR EXCHANGE-TRADED FD | $49.73万 | 0.00% | 9,990 | -1,043 | -9.5% | -$5.19万 | 减仓 |
| IOCT | INNOVATOR ETFS TRUST | $49.57万 | 0.00% | 13,401 | 0 | 0.0% | — | 不变 |
| SGVT | SCHWAB STRATEGIC TR | $49.36万 | 0.00% | 4,900 | -7,780 | -61.4% | -$78.38万 | 减仓 |
| DXCM | DEXCOM INC | $49.18万 | 0.00% | 7,303 | -4 | -0.1% | -$269 | 减仓 |
| PKG | PACKAGING CORP AMER | $49.16万 | 0.00% | 2,063 | 1,020 | 97.8% | $24.31万 | 加仓 |
| COPX | GLOBAL X FDS | $49.10万 | 0.00% | 6,380 | 123 | 2.0% | $9,467 | 加仓 |
| FSK | FS KKR CAP CORP | $49.09万 | 0.00% | 46,749 | 16,224 | 53.1% | $17.04万 | 加仓 |
| HTRB | HARTFORD FDS EXCHANGE TRADED | $48.99万 | 0.00% | 14,522 | 1,573 | 12.1% | $5.31万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $48.80万 | 0.00% | 14,220 | 0 | 0.0% | — | 不变 |
| IBMS | ISHARES TR | $48.49万 | 0.00% | 18,742 | 6 | 0.0% | $155 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $48.44万 | 0.00% | 9,107 | -26 | -0.3% | -$1,383 | 减仓 |
| UTES | ETFIS SER TR I | $48.36万 | 0.00% | 5,916 | -4,123 | -41.1% | -$33.70万 | 减仓 |
| FNB | F N B CORP | $48.10万 | 0.00% | 25,212 | 13,780 | 120.5% | $26.29万 | 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 |
| WTMF | WISDOMTREE TR | $48.04万 | 0.00% | 11,761 | 2,578 | 28.1% | $10.53万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $47.89万 | 0.00% | 8,604 | -1,478 | -14.7% | -$8.23万 | 减仓 |
| OBK | ORIGIN BANCORP INC | $47.64万 | 0.00% | 9,313 | 8 | 0.1% | $409 | 加仓 |
| PULS | PGIM ETF TR | $47.28万 | 0.00% | 9,542 | 203 | 2.2% | $1.01万 | 加仓 |
| SSUS | STRATEGY SHS | $47.21万 | 0.00% | 8,536 | 8,536 | — | $47.21万 | 新建仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $47.09万 | 0.00% | 20,512 | 7 | 0.0% | $161 | 加仓 |
| GUG | GUGGENHEIM ACTIVE ALLOC FD | $46.89万 | 0.00% | 29,342 | 29,342 | — | $46.89万 | 新建仓 |
| CCI | CROWN CASTLE INC | $46.89万 | 0.00% | 6,191 | -1,300 | -17.4% | -$9.85万 | 减仓 |
| — | FRANKLIN LTD DURATION INCOME | $46.72万 | 0.00% | 80,695 | 80,695 | — | $46.72万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $46.72万 | 0.00% | 13,197 | 52 | 0.4% | $1,841 | 加仓 |
| ARKG | ARK ETF TR 看涨期权 | $46.69万 | 0.00% | 11,100 | 0 | 0.0% | — | 不变 |
| PNW | PINNACLE WEST CAP CORP | $46.64万 | 0.00% | 4,359 | -823 | -15.9% | -$8.81万 | 减仓 |
| EGP | EASTGROUP PPTYS INC | $46.22万 | 0.00% | 2,282 | 271 | 13.5% | $5.49万 | 加仓 |
| DNOW | DNOW INC | $46.16万 | 0.00% | 35,587 | 4,666 | 15.1% | $6.05万 | 加仓 |
| APA | APA CORPORATION | $46.15万 | 0.00% | 14,139 | -803 | -5.4% | -$2.62万 | 减仓 |
| SIGI | SELECTIVE INS GROUP INC | $46.15万 | 0.00% | 4,757 | -1,686 | -26.2% | -$16.36万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $46.14万 | 0.00% | 17,779 | -249,782 | -93.4% | -$648.19万 | 减仓 |
| AR | ANTERO RESOURCES CORP | $46.07万 | 0.00% | 13,110 | -7,764 | -37.2% | -$27.28万 | 减仓 |
| — | ISHARES TR | $46.05万 | 0.00% | 6,099 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $45.95万 | 0.00% | 25,413 | -38,188 | -60.0% | -$69.04万 | 减仓 |
| WCC | WESCO INTL INC | $45.94万 | 0.00% | 1,330 | -1,603 | -54.7% | -$55.37万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $45.91万 | 0.00% | 12,062 | 6,095 | 102.1% | $23.20万 | 加仓 |
| MXL | MAXLINEAR INC | $45.76万 | 0.00% | 3,574 | 3,574 | — | $45.76万 | 新建仓 |
| VLUE | ISHARES TR | $45.76万 | 0.00% | 2,290 | 281 | 14.0% | $5.61万 | 加仓 |
| OIH | VANECK ETF TRUST | $45.67万 | 0.00% | 1,228 | -54 | -4.2% | -$2.01万 | 减仓 |
| TLH | ISHARES TR | $45.65万 | 0.00% | 4,549 | -463 | -9.2% | -$4.65万 | 减仓 |
| RH | RH | $45.63万 | 0.00% | 2,770 | -806 | -22.5% | -$13.28万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $45.60万 | 0.00% | 2,837 | -1,329 | -31.9% | -$21.36万 | 减仓 |
| TLN | TALEN ENERGY CORP | $45.46万 | 0.00% | 1,183 | -1,085 | -47.8% | -$41.69万 | 减仓 |
| S | SENTINELONE INC | $45.06万 | 0.00% | 26,554 | -264,680 | -90.9% | -$449.16万 | 减仓 |
| SMRI | EA SERIES TRUST | $45.02万 | 0.00% | 10,974 | 1,350 | 14.0% | $5.54万 | 加仓 |
| DJP | BARCLAYS BANK PLC | $45.00万 | 0.00% | 10,294 | 77 | 0.8% | $3,366 | 加仓 |
| MATX | MATSON INC | $44.94万 | 0.00% | 2,338 | -25 | -1.1% | -$4,806 | 减仓 |
| XAWFX | ALLIANCEBERNSTEIN GLOBAL HIG | $44.88万 | 0.00% | 43,577 | 43,577 | — | $44.88万 | 新建仓 |
| VBIL | VANGUARD INSTL INDEX FD | $44.87万 | 0.00% | 5,929 | 278 | 4.9% | $2.10万 | 加仓 |
| FFIV | F5 INC | $44.80万 | 0.00% | 1,077 | 82 | 8.2% | $3.41万 | 加仓 |
| TAN | INVESCO EXCH TRADED FD TR II | $44.77万 | 0.00% | 7,568 | -1,282 | -14.5% | -$7.58万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $44.72万 | 0.00% | 3,558 | -208 | -5.5% | -$2.61万 | 减仓 |
| MP | MP MATERIALS CORP | $44.54万 | 0.00% | 7,952 | -1,100 | -12.2% | -$6.16万 | 减仓 |
| LEU | CENTRUS ENERGY CORP | $44.50万 | 0.00% | 2,651 | -4 | -0.2% | -$671 | 减仓 |
| ITM | VANECK ETF TRUST | $44.47万 | 0.00% | 9,464 | 9,464 | — | $44.47万 | 新建仓 |
| — | ISHARES TR | $44.35万 | 0.00% | 17,191 | 3,919 | 29.5% | $10.11万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $44.34万 | 0.00% | 585 | 77 | 15.2% | $5.84万 | 加仓 |
| IXP | ISHARES TR | $44.23万 | 0.00% | 3,920 | -578 | -12.9% | -$6.52万 | 减仓 |
| TOST | TOAST INC | $43.98万 | 0.00% | 15,809 | -8,536 | -35.1% | -$23.75万 | 减仓 |