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 |
|---|---|---|---|---|---|---|---|---|
| NEM | NEWMONT CORP 看涨期权 | $43.90万 | 0.00% | 4,700 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $43.85万 | 0.00% | 1,171 | -861 | -42.4% | -$32.24万 | 减仓 |
| AVY | AVERY DENNISON CORP | $43.78万 | 0.00% | 2,696 | 528 | 24.4% | $8.57万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $43.75万 | 0.00% | 9,563 | -401 | -4.0% | -$1.83万 | 减仓 |
| IXG | ISHARES TR | $43.70万 | 0.00% | 3,510 | -17 | -0.5% | -$2,116 | 减仓 |
| FXI | ISHARES TR | $43.59万 | 0.00% | 13,800 | 102 | 0.7% | $3,222 | 加仓 |
| BA | BOEING CO 看涨期权 | $43.29万 | 0.00% | 2,000 | 2,000 | — | $43.29万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $43.15万 | 0.00% | 7,252 | -63 | -0.9% | -$3,749 | 减仓 |
| GSIE | GOLDMAN SACHS ETF TR | $43.13万 | 0.00% | 9,437 | 263 | 2.9% | $1.20万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $42.91万 | 0.00% | 8,139 | 8,139 | — | $42.91万 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $42.88万 | 0.00% | 6,296 | 6,296 | — | $42.88万 | 新建仓 |
| IAPR | INNOVATOR ETFS TRUST | $42.79万 | 0.00% | 12,886 | 1,954 | 17.9% | $6.49万 | 加仓 |
| OMC | OMNICOM GROUP INC | $42.59万 | 0.00% | 5,846 | -400 | -6.4% | -$2.91万 | 减仓 |
| — | BLACKSTONE SENI FLTN RAT 202 | $42.36万 | 0.00% | 32,712 | -2,271 | -6.5% | -$2.94万 | 减仓 |
| EG | EVEREST GROUP LTD | $42.33万 | 0.00% | 1,185 | 1,185 | — | $42.33万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $42.27万 | 0.00% | 2,231 | -90 | -3.9% | -$1.71万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.87万 | 0.00% | 11,401 | -111 | -1.0% | -$4,077 | 减仓 |
| FSSL | FS SPECIALTY LENDING FD | $41.84万 | 0.00% | 37,528 | -14,603 | -28.0% | -$16.28万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.70万 | 0.00% | 15,145 | 15,145 | — | $41.70万 | 新建仓 |
| APLD | APPLIED DIGITAL CORP | $41.66万 | 0.00% | 11,168 | -1,365 | -10.9% | -$5.09万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $41.56万 | 0.00% | 14,731 | 0 | 0.0% | — | 不变 |
| WPM | WHEATON PRECIOUS METALS CORP 看涨期权 | $41.56万 | 0.00% | 3,700 | -4,000 | -51.9% | -$44.93万 | 减仓 |
| XEVTX | EATON VANCE TAX ADVT DIV INC | $41.36万 | 0.00% | 14,943 | 14,943 | — | $41.36万 | 新建仓 |
| MTG | MGIC INVT CORP WIS | $41.30万 | 0.00% | 14,646 | 2,003 | 15.8% | $5.65万 | 加仓 |
| STXF | EA SERIES TRUST | $41.16万 | 0.00% | 8,523 | 3 | 0.0% | $145 | 加仓 |
| TCAF | T ROWE PRICE EXCHANGE-TRADED | $41.08万 | 0.00% | 9,995 | 9,995 | — | $41.08万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $41.01万 | 0.00% | 1,808 | -419 | -18.8% | -$9.50万 | 减仓 |
| SNEX | STONEX GROUP INC | $41.00万 | 0.00% | 3,460 | 3,460 | — | $41.00万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $40.97万 | 0.00% | 5,000 | 5,000 | — | $40.97万 | 新建仓 |
| MOH | MOLINA HEALTHCARE INC | $40.87万 | 0.00% | 1,787 | -93 | -4.9% | -$2.13万 | 减仓 |
| SILJ | AMPLIFY ETF TR | $40.76万 | 0.00% | 15,724 | 2,055 | 15.0% | $5.33万 | 加仓 |
| BUFB | INNOVATOR ETFS TRUST | $40.74万 | 0.00% | 10,365 | 10,365 | — | $40.74万 | 新建仓 |
| DVA | DAVITA INC | $40.71万 | 0.00% | 1,830 | -433 | -19.1% | -$9.63万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $40.66万 | 0.00% | 20,841 | 20,841 | — | $40.66万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $40.65万 | 0.00% | 736 | -77 | -9.5% | -$4.25万 | 减仓 |
| — | BITWISE XRP ETF | $40.45万 | 0.00% | 34,692 | -866 | -2.4% | -$1.01万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $40.39万 | 0.00% | 2,668 | -180 | -6.3% | -$2.72万 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST | $40.37万 | 0.00% | 1,492 | -2,388 | -61.5% | -$64.62万 | 减仓 |
| VLTO | VERALTO CORP | $40.30万 | 0.00% | 4,544 | -5,033 | -52.6% | -$44.64万 | 减仓 |
| COLB | COLUMBIA BKG SYS INC | $40.09万 | 0.00% | 12,509 | -6,093 | -32.8% | -$19.53万 | 减仓 |
| IFLN | INVESCO EXCH TRADED FD TR II | $40.03万 | 0.00% | 21,885 | 1,885 | 9.4% | $3.45万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $40.02万 | 0.00% | 2,000 | 2,000 | — | $40.02万 | 新建仓 |
| PB | PROSPERITY BANCSHARES INC | $39.99万 | 0.00% | 5,476 | -3,949 | -41.9% | -$28.84万 | 减仓 |
| NXE | NEXGEN ENERGY LTD | $39.95万 | 0.00% | 42,546 | 5,536 | 15.0% | $5.20万 | 加仓 |
| IBHG | ISHARES TR | $39.84万 | 0.00% | 18,046 | 18,046 | — | $39.84万 | 新建仓 |
| PKB | INVESCO EXCHANGE TRADED FD T | $39.81万 | 0.00% | 3,552 | 1,250 | 54.3% | $14.01万 | 加仓 |
| ORI | OLD REP INTL CORP | $39.80万 | 0.00% | 9,726 | 9,726 | — | $39.80万 | 新建仓 |
| — | ADVISORSHARES TR | $39.79万 | 0.00% | 5,835 | -1,536 | -20.8% | -$10.47万 | 减仓 |
| BSJR | INVESCO EXCH TRD SLF IDX FD | $39.75万 | 0.00% | 17,789 | 0 | 0.0% | — | 不变 |
| PGF | INVESCO EXCHANGE TRADED FD T | $39.75万 | 0.00% | 28,991 | 28,991 | — | $39.75万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $39.65万 | 0.00% | 1,417 | 70 | 5.2% | $1.96万 | 加仓 |
| ROL | ROLLINS INC | $39.59万 | 0.00% | 9,485 | -108 | -1.1% | -$4,508 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $39.57万 | 0.00% | 7,208 | -778 | -9.7% | -$4.27万 | 减仓 |
| HTD | HANCOCK JOHN TAX-ADVANTAGED | $39.55万 | 0.00% | 15,516 | 15,516 | — | $39.55万 | 新建仓 |
| FEZ | SPDR INDEX SHS FDS | $39.44万 | 0.00% | 5,743 | 624 | 12.2% | $4.29万 | 加仓 |
| EXEL | EXELIXIS INC | $39.40万 | 0.00% | 7,240 | 1,614 | 28.7% | $8.78万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $39.37万 | 0.00% | 40,506 | 420 | 1.0% | $4,082 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $39.35万 | 0.00% | 3,651 | -105 | -2.8% | -$1.13万 | 减仓 |
| GFI | GOLD FIELDS LTD 看涨期权 | $39.30万 | 0.00% | 11,700 | 11,700 | — | $39.30万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $39.30万 | 0.00% | 5,680 | -154 | -2.6% | -$1.07万 | 减仓 |
| PPH | VANECK ETF TRUST | $39.28万 | 0.00% | 3,592 | 4 | 0.1% | $437 | 加仓 |
| QXO | QXO INC | $39.15万 | 0.00% | 22,657 | 9,339 | 70.1% | $16.14万 | 加仓 |
| KOMP | SPDR SERIES TRUST | $38.96万 | 0.00% | 5,449 | 115 | 2.2% | $8,222 | 加仓 |
| VMC | VULCAN MATLS CO | $38.86万 | 0.00% | 1,317 | -653 | -33.1% | -$19.27万 | 减仓 |
| CACI | CACI INTL INC | $38.64万 | 0.00% | 834 | 145 | 21.0% | $6.72万 | 加仓 |
| IFRA | ISHARES TR | $38.61万 | 0.00% | 6,125 | 920 | 17.7% | $5.80万 | 加仓 |
| OSCR | OSCAR HEALTH INC 看涨期权 | $38.50万 | 0.00% | 13,500 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $38.50万 | 0.00% | 16,737 | 1,064 | 6.8% | $2.45万 | 加仓 |
| VVV | VALVOLINE INC | $38.13万 | 0.00% | 9,643 | -18,120 | -65.3% | -$71.65万 | 减仓 |
| IWX | ISHARES TR | $38.08万 | 0.00% | 3,621 | 3,621 | — | $38.08万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $38.08万 | 0.00% | 18,850 | 18,850 | — | $38.08万 | 新建仓 |
| TTAN | SERVICETITAN INC | $38.06万 | 0.00% | 5,383 | -493 | -8.4% | -$3.49万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC | $38.06万 | 0.00% | 9,756 | -11 | -0.1% | -$429 | 减仓 |
| HYLB | DBX ETF TR | $38.00万 | 0.00% | 10,405 | -530 | -4.8% | -$1.94万 | 减仓 |
| XPH | SPDR SERIES TRUST | $37.98万 | 0.00% | 5,731 | -173 | -2.9% | -$1.15万 | 减仓 |
| IBTJ | ISHARES TR | $37.97万 | 0.00% | 17,538 | 629 | 3.7% | $1.36万 | 加仓 |
| VMI | VALMONT INDS INC | $37.97万 | 0.00% | 657 | -994 | -60.2% | -$57.44万 | 减仓 |
| BIZD | VANECK ETF TRUST | $37.72万 | 0.00% | 29,794 | -12,656 | -29.8% | -$16.02万 | 减仓 |
| XPCQX | PIMCO CALIF MUN INCOME FD | $37.70万 | 0.00% | 42,030 | 42,030 | — | $37.70万 | 新建仓 |
| EWU | ISHARES TR | $37.67万 | 0.00% | 8,164 | -23,215 | -74.0% | -$107.12万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $37.53万 | 0.00% | 14,469 | 3,661 | 33.9% | $9.50万 | 加仓 |
| — | ETF SER SOLUTIONS | $37.43万 | 0.00% | 4,550 | 0 | 0.0% | — | 不变 |
| VCLT | VANGUARD SCOTTSDALE FDS | $37.40万 | 0.00% | 4,970 | -82 | -1.6% | -$6,170 | 减仓 |
| BSMT | INVESCO EXCH TRD SLF IDX FD | $37.36万 | 0.00% | 16,224 | 3 | 0.0% | $69 | 加仓 |
| PBF | PBF ENERGY INC | $37.20万 | 0.00% | 8,173 | 8,173 | — | $37.20万 | 新建仓 |
| CASY | CASEYS GEN STORES INC | $37.20万 | 0.00% | 468 | 134 | 40.1% | $10.65万 | 加仓 |
| — | ISHARES TR | $37.16万 | 0.00% | 4,373 | -3,556 | -44.8% | -$30.22万 | 减仓 |
| MRCY | MERCURY SYS INC | $37.15万 | 0.00% | 3,037 | 3,037 | — | $37.15万 | 新建仓 |
| — | SEI EXCHANGE TRADED FUNDS | $37.07万 | 0.00% | 13,969 | -1,160 | -7.7% | -$3.08万 | 减仓 |
| CLS | CELESTICA INC | $36.94万 | 0.00% | 1,013 | 1,013 | — | $36.94万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $36.91万 | 0.00% | 178 | 178 | — | $36.91万 | 新建仓 |
| QQQX | NUVEEN NASDAQ 100 DYNAMIC OV | $36.77万 | 0.00% | 12,199 | 12,199 | — | $36.77万 | 新建仓 |
| — | PGIM HIGH YIELD BOND FUND IN | $36.75万 | 0.00% | 28,138 | 1,575 | 5.9% | $2.06万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $36.72万 | 0.00% | 10,032 | 10,032 | — | $36.72万 | 新建仓 |
| BSMR | INVESCO EXCH TRD SLF IDX FD | $36.67万 | 0.00% | 15,512 | 7 | 0.0% | $165 | 加仓 |
| DNOV | FIRST TR EXCHNG TRADED FD VI | $36.66万 | 0.00% | 7,140 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $36.54万 | 0.00% | 4,636 | -1,432 | -23.6% | -$11.29万 | 减仓 |
| BXP | BXP INC | $36.53万 | 0.00% | 5,510 | -860 | -13.5% | -$5.70万 | 减仓 |
| BKGI | BNY MELLON ETF TRUST | $36.53万 | 0.00% | 8,123 | 8,123 | — | $36.53万 | 新建仓 |
| VTWV | VANGUARD SCOTTSDALE FDS | $36.37万 | 0.00% | 1,861 | 0 | 0.0% | — | 不变 |