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 |
|---|---|---|---|---|---|---|---|---|
| SH | PROSHARES TR | $30.24万 | 0.00% | 9,157 | -2,462 | -21.2% | -$8.13万 | 减仓 |
| PTY | PIMCO CORPORATE & INCOME OPP | $30.23万 | 0.00% | 25,127 | 60 | 0.2% | $722 | 加仓 |
| FTAI | FTAI AVIATION LTD | $30.18万 | 0.00% | 1,115 | -119 | -9.6% | -$3.22万 | 减仓 |
| — | ISHARES TR | $30.18万 | 0.00% | 11,474 | 1,142 | 11.1% | $3.00万 | 加仓 |
| EFX | EQUIFAX INC | $30.16万 | 0.00% | 1,900 | -5,090 | -72.8% | -$80.79万 | 减仓 |
| — | ISHARES TR | $30.13万 | 0.00% | 11,484 | 1,148 | 11.1% | $3.01万 | 加仓 |
| CGSM | CAPITAL GRP FIXED INCM ETF T | $30.13万 | 0.00% | 11,420 | 11,420 | — | $30.13万 | 新建仓 |
| NML | NEUBERGER ENGY INFRSTR & INC | $30.06万 | 0.00% | 29,643 | 9,850 | 49.8% | $9.99万 | 加仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $29.89万 | 0.00% | 4,616 | 4,616 | — | $29.89万 | 新建仓 |
| AWR | AMER STATES WTR CO | $29.83万 | 0.00% | 3,611 | 3,611 | — | $29.83万 | 新建仓 |
| UPST | UPSTART HLDGS INC | $29.82万 | 0.00% | 8,418 | 17 | 0.2% | $602 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $29.74万 | 0.00% | 2,082 | -342 | -14.1% | -$4.88万 | 减仓 |
| AVA | AVISTA CORP | $29.58万 | 0.00% | 7,230 | -407 | -5.3% | -$1.67万 | 减仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $29.55万 | 0.00% | 6,550 | 6,550 | — | $29.55万 | 新建仓 |
| RIG | TRANSOCEAN LTD | $29.52万 | 0.00% | 60,378 | -4,341 | -6.7% | -$2.12万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $29.46万 | 0.00% | 7,753 | 7,753 | — | $29.46万 | 新建仓 |
| EPP | ISHARES INC | $29.43万 | 0.00% | 5,526 | -1,391 | -20.1% | -$7.41万 | 减仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $29.18万 | 0.00% | 11,888 | 22 | 0.2% | $540 | 加仓 |
| VICI | VICI PPTYS INC | $29.17万 | 0.00% | 10,988 | 359 | 3.4% | $9,532 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $29.17万 | 0.00% | 1,674 | -461 | -21.6% | -$8.03万 | 减仓 |
| RHI | ROBERT HALF INC. | $29.13万 | 0.00% | 9,488 | 9,488 | — | $29.13万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $29.07万 | 0.00% | 1,225 | 1,225 | — | $29.07万 | 新建仓 |
| BTG | B2GOLD CORP 看涨期权 | $29.06万 | 0.00% | 77,700 | 0 | 0.0% | — | 不变 |
| ICVT | ISHARES TR | $29.05万 | 0.00% | 2,387 | -287 | -10.7% | -$3.49万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $29.04万 | 0.00% | 812 | -1,665 | -67.2% | -$59.55万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $29.02万 | 0.00% | 4,544 | 4,544 | — | $29.02万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $29.01万 | 0.00% | 47,791 | -14,528 | -23.3% | -$8.82万 | 减仓 |
| SJM | SMUCKER J M CO | $28.96万 | 0.00% | 2,574 | -247 | -8.8% | -$2.78万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $28.93万 | 0.00% | 13,519 | -5,831 | -30.1% | -$12.48万 | 减仓 |
| CDE | COEUR MNG INC 看涨期权 | $28.89万 | 0.00% | 17,700 | 17,700 | — | $28.89万 | 新建仓 |
| MDYV | SPDR SERIES TRUST | $28.78万 | 0.00% | 3,034 | 3,034 | — | $28.78万 | 新建仓 |
| GEN | GEN DIGITAL INC | $28.70万 | 0.00% | 11,530 | -1,099 | -8.7% | -$2.74万 | 减仓 |
| IHDG | WISDOMTREE TR | $28.69万 | 0.00% | 5,478 | 0 | 0.0% | — | 不变 |
| DXYZ | DESTINY TECH100 INC | $28.53万 | 0.00% | 11,074 | 11,074 | — | $28.53万 | 新建仓 |
| UFOX | ETF SER SOLUTIONS | $28.39万 | 0.00% | 2,987 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $28.35万 | 0.00% | 1,526 | 1,526 | — | $28.35万 | 新建仓 |
| IEI | ISHARES TR | $28.22万 | 0.00% | 2,403 | 348 | 16.9% | $4.09万 | 加仓 |
| — | ABERDEEN INDIA FD INC | $28.16万 | 0.00% | 23,969 | -1,001 | -4.0% | -$1.18万 | 减仓 |
| GMAR | FIRST TR EXCHNG TRADED FD VI | $28.09万 | 0.00% | 6,349 | -472 | -6.9% | -$2.09万 | 减仓 |
| SAN | BANCO SANTANDER SA | $28.07万 | 0.00% | 20,339 | -25,886 | -56.0% | -$35.72万 | 减仓 |
| IGPT | INVESCO EXCHANGE TRADED FD T | $28.03万 | 0.00% | 2,693 | 2,693 | — | $28.03万 | 新建仓 |
| ABR | ARBOR REALTY TRUST INC | $27.98万 | 0.00% | 51,631 | -2,140 | -4.0% | -$1.16万 | 减仓 |
| DTD | WISDOMTREE TR | $27.97万 | 0.00% | 3,000 | 0 | 0.0% | — | 不变 |
| — | ARK ETF TR | $27.91万 | 0.00% | 9,189 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $27.90万 | 0.00% | 17,717 | -10,146 | -36.4% | -$15.98万 | 减仓 |
| JHSC | JOHN HANCOCK EXCHANGE TRADED | $27.88万 | 0.00% | 5,741 | 5,741 | — | $27.88万 | 新建仓 |
| FISV | FISERV INC | $27.84万 | 0.00% | 5,662 | -470 | -7.7% | -$2.31万 | 减仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $27.76万 | 0.00% | 11,961 | -881 | -6.9% | -$2.04万 | 减仓 |
| TXT | TEXTRON INC | $27.72万 | 0.00% | 3,022 | -1,105 | -26.8% | -$10.14万 | 减仓 |
| TPYP | TORTOISE CAPITAL SERIES TRUS | $27.67万 | 0.00% | 6,599 | 6,599 | — | $27.67万 | 新建仓 |
| VSDM | VANGUARD MUN BD FDS | $27.59万 | 0.00% | 3,600 | -1,300 | -26.5% | -$9.96万 | 减仓 |
| OTTR | OTTER TAIL CORP | $27.43万 | 0.00% | 3,049 | 20 | 0.7% | $1,799 | 加仓 |
| SIVR | ABRDN SILVER ETF TRUST | $27.24万 | 0.00% | 4,846 | 1,078 | 28.6% | $6.06万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $27.06万 | 0.00% | 6,534 | 28 | 0.4% | $1,159 | 加仓 |
| — | ISHARES TR | $27.00万 | 0.00% | 10,350 | 0 | 0.0% | — | 不变 |
| DLN | WISDOMTREE TR | $26.98万 | 0.00% | 2,801 | 198 | 7.6% | $1.91万 | 加仓 |
| DXJ | WISDOMTREE TR | $26.90万 | 0.00% | 1,550 | 9 | 0.6% | $1,562 | 加仓 |
| FXO | FIRST TR EXCHANGE-TRADED FD | $26.86万 | 0.00% | 4,301 | 0 | 0.0% | — | 不变 |
| IAGG | ISHARES TR | $26.82万 | 0.00% | 5,301 | 776 | 17.1% | $3.93万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $26.81万 | 0.00% | 16,724 | -16,206 | -49.2% | -$25.98万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $26.80万 | 0.00% | 6,217 | 6,217 | — | $26.80万 | 新建仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $26.76万 | 0.00% | 32,995 | -515 | -1.5% | -$4,177 | 减仓 |
| RELX | RELX PLC | $26.68万 | 0.00% | 8,424 | -6,000 | -41.6% | -$19.00万 | 减仓 |
| BSMS | INVESCO EXCH TRD SLF IDX FD | $26.64万 | 0.00% | 11,366 | 7 | 0.1% | $164 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $26.62万 | 0.00% | 2,996 | -267 | -8.2% | -$2.37万 | 减仓 |
| SR | SPIRE INC | $26.58万 | 0.00% | 3,404 | -4,539 | -57.1% | -$35.45万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $26.58万 | 0.00% | 14,708 | 772 | 5.5% | $1.40万 | 加仓 |
| SCHJ | SCHWAB STRATEGIC TR | $26.57万 | 0.00% | 10,776 | 0 | 0.0% | — | 不变 |
| SFNC | SIMMONS FIRST NATL CORP | $26.56万 | 0.00% | 11,727 | 32 | 0.3% | $725 | 加仓 |
| EVRG | EVERGY INC | $26.53万 | 0.00% | 3,070 | -869 | -22.1% | -$7.51万 | 减仓 |
| FNOV | FIRST TR EXCHNG TRADED FD VI | $26.46万 | 0.00% | 4,523 | -260 | -5.4% | -$1.52万 | 减仓 |
| STE | STERIS PLC | $26.45万 | 0.00% | 1,255 | 294 | 30.6% | $6.20万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC | $26.39万 | 0.00% | 2,301 | 2,301 | — | $26.39万 | 新建仓 |
| MTZ | MASTEC INC | $26.34万 | 0.00% | 633 | 633 | — | $26.34万 | 新建仓 |
| FEMB | FIRST TR EXCH TRADED FD III | $26.31万 | 0.00% | 9,003 | -163 | -1.8% | -$4,763 | 减仓 |
| IAG | IAMGOLD CORP | $26.29万 | 0.00% | 16,600 | 27 | 0.2% | $428 | 加仓 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $26.27万 | 0.00% | 6,823 | 6,823 | — | $26.27万 | 新建仓 |
| FENY | FIDELITY COVINGTON TRUST | $26.24万 | 0.00% | 8,876 | 585 | 7.1% | $1.73万 | 加仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $26.19万 | 0.00% | 15,683 | 2,890 | 22.6% | $4.83万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $26.18万 | 0.00% | 1,992 | -2,560 | -56.2% | -$33.65万 | 减仓 |
| VOX | VANGUARD WORLD FD | $26.16万 | 0.00% | 1,422 | -5,773 | -80.2% | -$106.22万 | 减仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $26.15万 | 0.00% | 4,967 | -2,090 | -29.6% | -$11.00万 | 减仓 |
| — | WISDOMTREE TR | $26.08万 | 0.00% | 8,550 | 0 | 0.0% | — | 不变 |
| HLN | HALEON PLC | $26.06万 | 0.00% | 27,933 | -20,566 | -42.4% | -$19.19万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $25.88万 | 0.00% | 1,067 | 238 | 28.7% | $5.77万 | 加仓 |
| JIRE | J P MORGAN EXCHANGE TRADED F | $25.86万 | 0.00% | 3,136 | 357 | 12.8% | $2.94万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $25.86万 | 0.00% | 4,817 | -409 | -7.8% | -$2.20万 | 减仓 |
| AVES | AMERICAN CENTY ETF TR | $25.78万 | 0.00% | 3,930 | 3,930 | — | $25.78万 | 新建仓 |
| KCE | SPDR SERIES TRUST | $25.74万 | 0.00% | 1,748 | 1,748 | — | $25.74万 | 新建仓 |
| — | INVESCO EXCH TRD SLF IDX FD | $25.72万 | 0.00% | 12,256 | 0 | 0.0% | — | 不变 |
| FHLC | FIDELITY COVINGTON TRUST | $25.67万 | 0.00% | 3,323 | 3,323 | — | $25.67万 | 新建仓 |
| PXH | INVESCO EXCH TRADED FD TR II | $25.65万 | 0.00% | 9,199 | 1,544 | 20.2% | $4.30万 | 加仓 |
| AES | AES CORP | $25.58万 | 0.00% | 17,448 | 17,448 | — | $25.58万 | 新建仓 |
| NVT | NVENT ELEC PLC | $25.54万 | 0.00% | 1,506 | -491 | -24.6% | -$8.33万 | 减仓 |
| MOD | MODINE MFG CO | $25.47万 | 0.00% | 954 | 28 | 3.0% | $7,477 | 加仓 |
| AVT | AVNET INC | $25.46万 | 0.00% | 2,867 | 2,867 | — | $25.46万 | 新建仓 |
| SCHI | SCHWAB STRATEGIC TR | $25.45万 | 0.00% | 11,239 | 11,239 | — | $25.45万 | 新建仓 |
| SMIZ | ZACKS TRUST | $25.40万 | 0.00% | 5,692 | 0 | 0.0% | — | 不变 |
| TBLD | THORNBURG INCM BUILDER OPP T | $25.38万 | 0.00% | 11,500 | 11,500 | — | $25.38万 | 新建仓 |
| MDST | ULTIMUS MANAGERS TR | $25.37万 | 0.00% | 8,800 | 8,800 | — | $25.37万 | 新建仓 |