13F 机构持仓

Beacon Pointe Advisors, LLC

NEWPORT BEACH CA · SEC CIK 0001744317

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$215.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 3.7%
AAPL 2.9%
NVDA 2.4%
IVV 2.4%
VTI 1.7%
VEA 1.7%
VTV 1.5%
VUG 1.5%
MSFT 1.5%
DIMENSIONAL ET 1.2%

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
XHB SPDR SERIES TRUST $36.36万0.00%3,146 1,02948.6% $11.89万 加仓
HEI/A HEICO CORP NEW $36.29万0.00%1,407 19115.7% $4.93万 加仓
BBUS J P MORGAN EXCHANGE TRADED F $36.28万0.00%2,693 00.0% — 不变
MGTX MEIRAGTX HLDGS PLC $36.16万0.00%26,763 00.0% — 不变
ARW ARROW ELECTRS INC $36.15万0.00%1,694 -102-5.7% -$2.18万 减仓
JKHY HENRY JACK & ASSOC INC $36.15万0.00%2,624 2,624— $36.15万 新建仓
ALLE ALLEGION PLC $36.08万0.00%2,568 1365.6% $1.91万 加仓
SDOG ALPS ETF TR $35.96万0.00%5,271 -211-3.8% -$1.44万 减仓
WAB WABTEC $35.96万0.00%1,334 -58-4.2% -$1.56万 减仓
FMB FIRST TR EXCH TRADED FD III $35.94万0.00%6,996 1,56328.8% $8.03万 重新持有
IBCA ISHARES TR $35.89万0.00%14,014 1,45611.6% $3.73万 加仓
— INVESTMENT MANAGERS SER TR I $35.89万0.00%6,000 6,000— $35.89万 新建仓
ZBH ZIMMER BIOMET HOLDINGS INC $35.81万0.00%4,159 -2,629-38.7% -$22.63万 减仓
MAS MASCO CORP $35.61万0.00%4,377 47412.1% $3.86万 加仓
MAA MID-AMER APT CMNTYS INC $35.57万0.00%2,560 2,560— $35.57万 新建仓
ALLW SSGA ACTIVE TR $35.46万0.00%12,116 00.0% — 不变
CSL CARLISLE COS INC $35.44万0.00%977 -1,631-62.5% -$59.16万 减仓
PFFA ETFIS SER TR I $35.43万0.00%17,223 17,223— $35.43万 新建仓
PBR PETROLEO BRASILEIRO S A $35.35万0.00%21,876 -712-3.2% -$1.15万 减仓
MGA MAGNA INTL INC $35.27万0.00%5,372 -3,177-37.2% -$20.86万 减仓
FOCT FIRST TR EXCHNG TRADED FD VI $35.20万0.00%6,731 00.0% — 不变
MCHI ISHARES TR $35.08万0.00%6,876 -54,113-88.7% -$276.10万 减仓
ALLY ALLY FINL INC $34.94万0.00%7,604 2,41546.5% $11.10万 加仓
SMFG SUMITOMO MITSUI FIN GRP INC $34.90万0.00%14,799 -14,821-50.0% -$34.95万 减仓
HEDJ WISDOMTREE TR $34.84万0.00%6,112 1,05020.7% $5.98万 加仓
ARI APOLLO COML REAL ESTATE FIN $34.80万0.00%32,588 -103-0.3% -$1,100 减仓
PEN PENUMBRA INC $34.80万0.00%1,102 -4,191-79.2% -$132.33万 减仓
RVMD REVOLUTION MEDICINES INC $34.64万0.00%1,850 1,850— $34.64万 新建仓
CLH CLEAN HARBORS INC $34.60万0.00%1,158 -1,969-63.0% -$58.82万 减仓
— J P MORGAN EXCHANGE TRADED F $34.59万0.00%6,832 530.8% $2,683 加仓
VOD VODAFONE GROUP PLC $34.53万0.00%26,107 -8,952-25.5% -$11.84万 减仓
ALNY ALNYLAM PHARMACEUTICALS INC $34.44万0.00%1,144 -13-1.1% -$3,913 减仓
IYK ISHARES TR $34.38万0.00%4,732 72017.9% $5.23万 加仓
TRMB TRIMBLE INC $34.36万0.00%6,714 2383.7% $1.22万 加仓
RAVI FLEXSHARES TR $34.23万0.00%4,539 00.0% — 不变
DG DOLLAR GEN CORP $34.22万0.00%2,973 -1,172-28.3% -$13.49万 减仓
IOT SAMSARA INC $34.05万0.00%10,498 -12,882-55.1% -$41.78万 减仓
— EXCHANGE TRADED CONCEPTS TRU $33.98万0.00%9,113 -75-0.8% -$2,797 减仓
FDT FIRST TR EXCH TRD ALPHDX FD $33.97万0.00%3,588 2056.1% $1.94万 加仓
RL RALPH LAUREN CORP $33.92万0.00%845 -67-7.3% -$2.69万 减仓
PBA PEMBINA PIPELINE CORP $33.87万0.00%7,323 97015.3% $4.49万 加仓
HAS HASBRO INC $33.77万0.00%4,089 1233.1% $1.02万 加仓
TSLX SIXTH STREET SPECIALTY LENDI $33.68万0.00%19,616 -42,903-68.6% -$73.66万 减仓
MLRG ISHARES TR $33.57万0.00%3,239 60.2% $622 加仓
INGR INGREDION INC $33.53万0.00%3,540 35511.1% $3.36万 加仓
RLI RLI CORP $33.52万0.00%5,675 -224-3.8% -$1.32万 减仓
FIG FIGMA INC $33.42万0.00%18,472 -6,345-25.6% -$11.48万 减仓
FDD FIRST TR EXCHANGE-TRADED FD $33.25万0.00%17,924 17,924— $33.25万 新建仓
— INNOVATOR ETFS TRUST $33.16万0.00%9,444 00.0% — 不变
ATI ATI INC $33.11万0.00%1,680 -1,972-54.0% -$38.87万 减仓
BDJ BLACKROCK ENHANCED EQUITY DI $33.07万0.00%34,553 34,553— $33.07万 新建仓
SMDV PROSHARES TR $33.06万0.00%4,291 10.0% $77 加仓
VFC V F CORP $33.02万0.00%19,793 -1,534-7.2% -$2.56万 减仓
OBE OBSIDIAN ENERGY LTD $32.91万0.00%40,483 00.0% — 不变
IIPR INNOVATIVE INDL PPTYS INC $32.87万0.00%5,303 91820.9% $5.69万 加仓
AGNT AGNT INC $32.85万0.00%60,721 -92-0.2% -$498 减仓
XES SPDR SERIES TRUST $32.77万0.00%2,924 2,924— $32.77万 新建仓
HLI HOULIHAN LOKEY INC $32.77万0.00%2,443 -1,153-32.1% -$15.47万 减仓
AGIX KRANESHARES TRUST $32.76万0.00%6,986 6,986— $32.76万 新建仓
EBND SPDR SERIES TRUST $32.67万0.00%15,616 -742-4.5% -$1.55万 减仓
BEPC BROOKFIELD RENEWABLE CORP $32.61万0.00%8,785 2,63642.9% $9.78万 加仓
AXTI AXT INC $32.59万0.00%4,522 4,522— $32.59万 新建仓
DCI DONALDSON INC $32.55万0.00%3,626 -22-0.6% -$1,975 减仓
BALL BALL CORP $32.54万0.00%5,214 -603-10.4% -$3.76万 减仓
CLF CLEVELAND-CLIFFS INC NEW $32.42万0.00%34,525 3,79212.3% $3.56万 加仓
UNM UNUM GROUP $32.33万0.00%3,616 -627-14.8% -$5.61万 减仓
PR PERMIAN RESOURCES CORP $32.31万0.00%17,553 -10,729-37.9% -$19.75万 减仓
HROW HARROW INC $32.26万0.00%7,596 7,596— $32.26万 新建仓
— SPROTT FDS TR $32.21万0.00%8,250 00.0% — 不变
SWKS SKYWORKS SOLUTIONS INC $32.14万0.00%4,741 -669-12.4% -$4.54万 减仓
— INNOVATOR ETFS TRUST $32.05万0.00%10,192 00.0% — 不变
— ALPS ETF TR $32.00万0.00%4,949 4,949— $32.00万 新建仓
BSJS INVESCO EXCH TRD SLF IDX FD $31.98万0.00%14,707 00.0% — 不变
— INNOVATOR ETFS TRUST $31.97万0.00%10,291 00.0% — 不变
FHEQ FIDELITY GREENWOOD STREET TR $31.92万0.00%9,693 9,693— $31.92万 新建仓
LYV LIVE NATION ENTERTAINMENT IN $31.90万0.00%1,742 1,742— $31.90万 新建仓
VRSN VERISIGN INC $31.87万0.00%1,267 21820.8% $5.48万 加仓
— FIDELITY GREENWOOD STREET TR $31.80万0.00%11,009 11,009— $31.80万 新建仓
ITT ITT INC $31.80万0.00%1,608 -191-10.6% -$3.78万 减仓
CVE CENOVUS ENERGY INC $31.52万0.00%12,704 -1,183-8.5% -$2.93万 减仓
AA ALCOA CORP $31.47万0.00%6,036 -376-5.9% -$1.96万 减仓
CGIE CAPITAL GROUP INTERNATIONAL $31.43万0.00%8,546 1,10414.8% $4.06万 加仓
SPGM SPDR INDEX SHS FDS $31.35万0.00%3,659 3,659— $31.35万 新建仓
PTLC PACER FDS TR $31.31万0.00%5,375 00.0% — 不变
EWA ISHARES INC $31.27万0.00%11,105 390.4% $1,098 加仓
AIA ISHARES TR $31.26万0.00%2,207 2,207— $31.26万 新建仓
PID INVESCO EXCHANGE TRADED FD T $31.20万0.00%14,053 -1,293-8.4% -$2.87万 减仓
PCEF INVESCO EXCH TRADED FD TR II $31.13万0.00%15,326 70.0% $142 加仓
ELS EQUITY LIFESTYLE PROPERTIES $31.10万0.00%4,825 -7,680-61.4% -$49.50万 减仓
EUSB ISHARES TR $31.01万0.00%7,137 7,137— $31.01万 新建仓
BLV VANGUARD BD INDEX FDS $30.99万0.00%4,496 -1,318-22.7% -$9.09万 减仓
WDAY WORKDAY INC $30.91万0.00%2,525 -56,505-95.7% -$691.81万 减仓
DINO HF SINCLAIR CORP $30.84万0.00%4,427 1,16535.7% $8.11万 加仓
IQLT ISHARES TR $30.78万0.00%6,213 1,13922.4% $5.64万 加仓
CX CEMEX SA EURO MTN BE 144A $30.70万0.00%25,586 5512.2% $6,612 加仓
PLMR PALOMAR HLDGS INC $30.67万0.00%2,427 38618.9% $4.88万 加仓
APPF APPFOLIO INC $30.61万0.00%1,909 -98-4.9% -$1.57万 减仓
JPEM J P MORGAN EXCHANGE TRADED F $30.57万0.00%4,870 4,870— $30.57万 新建仓
SPHB INVESCO EXCH TRADED FD TR II $30.52万0.00%1,961 1,961— $30.52万 新建仓
PHG KONINKLIJKE PHILIPS N V $30.35万0.00%11,162 -7,018-38.6% -$19.08万 减仓