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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $25.30万 | 0.00% | 6,011 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $25.29万 | 0.00% | 966 | -314 | -24.5% | -$8.22万 | 减仓 |
| BSMU | INVESCO EXCH TRD SLF IDX FD | $25.28万 | 0.00% | 11,532 | 0 | 0.0% | — | 不变 |
| RSPF | INVESCO EXCHANGE TRADED FD T | $25.22万 | 0.00% | 3,253 | 3,253 | — | $25.22万 | 新建仓 |
| BSMW | INVESCO EXCH TRD SLF IDX FD | $25.21万 | 0.00% | 10,027 | 0 | 0.0% | — | 不变 |
| LXU | LSB INDS INC | $25.20万 | 0.00% | 23,313 | -125 | -0.5% | -$1,351 | 减仓 |
| AQST | AQUESTIVE THERAPEUTICS INC | $25.17万 | 0.00% | 60,500 | 0 | 0.0% | — | 不变 |
| AMCR | AMCOR PLC | $25.15万 | 0.00% | 5,805 | -3,163 | -35.3% | -$13.70万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $25.11万 | 0.00% | 5,428 | 5,428 | — | $25.11万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $25.03万 | 0.00% | 8,819 | 0 | 0.0% | — | 不变 |
| IGLB | ISHARES TR | $25.02万 | 0.00% | 5,000 | -865 | -14.7% | -$4.33万 | 减仓 |
| XTEN | BONDBLOXX ETF TRUST | $24.99万 | 0.00% | 5,483 | 5,483 | — | $24.99万 | 新建仓 |
| AOA | ISHARES TR | $24.99万 | 0.00% | 2,561 | 1 | 0.0% | $98 | 加仓 |
| GGOV | BLACKROCK ETF TRUST II | $24.93万 | 0.00% | 4,958 | 4,958 | — | $24.93万 | 新建仓 |
| HOLA | J P MORGAN EXCHANGE TRADED F | $24.76万 | 0.00% | 4,472 | 4,472 | — | $24.76万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $24.66万 | 0.00% | 8,388 | 8,388 | — | $24.66万 | 新建仓 |
| TYL | TYLER TECHNOLOGIES INC | $24.65万 | 0.00% | 843 | -141 | -14.3% | -$4.12万 | 减仓 |
| NOCT | INNOVATOR ETFS TRUST | $24.47万 | 0.00% | 3,914 | -17 | -0.4% | -$1,063 | 减仓 |
| — | PROSHARES TR | $24.46万 | 0.00% | 2,800 | 2,800 | — | $24.46万 | 新建仓 |
| NSP | INSPERITY INC | $24.38万 | 0.00% | 5,902 | 5,902 | — | $24.38万 | 新建仓 |
| CRK | COMSTOCK RES INC | $24.26万 | 0.00% | 16,261 | -1,161 | -6.7% | -$1.73万 | 减仓 |
| FNDC | SCHWAB STRATEGIC TR | $24.07万 | 0.00% | 4,956 | 335 | 7.2% | $1.63万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.96万 | 0.00% | 6,924 | 0 | 0.0% | — | 不变 |
| BHK | BLACKROCK CORE BD TR | $23.93万 | 0.00% | 26,099 | -18,126 | -41.0% | -$16.62万 | 减仓 |
| BSOL | BITWISE SOLANA STAKING ETF | $23.93万 | 0.00% | 23,904 | 23,904 | — | $23.93万 | 新建仓 |
| — | INVESCO EXCH TRADED FD TR II | $23.92万 | 0.00% | 2,021 | 5 | 0.2% | $592 | 加仓 |
| NWG | NATWEST GROUP PLC | $23.89万 | 0.00% | 13,550 | -6,627 | -32.8% | -$11.68万 | 减仓 |
| ONON | ON HLDG AG | $23.83万 | 0.00% | 6,727 | 6,727 | — | $23.83万 | 新建仓 |
| WCN | WASTE CONNECTIONS INC | $23.75万 | 0.00% | 1,425 | -102 | -6.7% | -$1.70万 | 减仓 |
| JJSF | J & J SNACK FOODS CORP | $23.73万 | 0.00% | 3,231 | -31 | -1.0% | -$2,277 | 减仓 |
| HOG | HARLEY DAVIDSON INC | $23.72万 | 0.00% | 9,699 | 9,699 | — | $23.72万 | 新建仓 |
| WRBY | WARBY PARKER INC | $23.56万 | 0.00% | 7,764 | -16,962 | -68.6% | -$51.46万 | 减仓 |
| RSPA | INVESCO ACTIVELY MANAGED EXC | $23.48万 | 0.00% | 4,401 | -1,592 | -26.6% | -$8.49万 | 减仓 |
| — | RIVERNORTH FLEXIBLE MUNI INC | $23.46万 | 0.00% | 17,210 | 17,210 | — | $23.46万 | 新建仓 |
| CCK | CROWN HLDGS INC | $23.45万 | 0.00% | 2,097 | 2,097 | — | $23.45万 | 新建仓 |
| ILMN | ILLUMINA INC | $23.39万 | 0.00% | 1,330 | -615 | -31.6% | -$10.82万 | 减仓 |
| NI | NISOURCE INC | $23.34万 | 0.00% | 4,908 | -1,340 | -21.4% | -$6.37万 | 减仓 |
| NJUL | INNOVATOR ETFS TRUST | $23.32万 | 0.00% | 3,012 | 0 | 0.0% | — | 不变 |
| EWS | ISHARES INC | $23.31万 | 0.00% | 7,873 | 3 | 0.0% | $89 | 加仓 |
| WSM | WILLIAMS SONOMA INC 看涨期权 | $23.31万 | 0.00% | 1,000 | -100 | -9.1% | -$2.33万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $23.10万 | 0.00% | 7,171 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $23.01万 | 0.00% | 8,710 | 0 | 0.0% | — | 不变 |
| MFG | MIZUHO FINANCIAL GROUP INC | $22.99万 | 0.00% | 24,000 | -33,691 | -58.4% | -$32.28万 | 减仓 |
| BSCY | INVESCO EXCH TRD SLF IDX FD | $22.99万 | 0.00% | 11,125 | 35 | 0.3% | $723 | 加仓 |
| PATH | UIPATH INC | $22.96万 | 0.00% | 21,123 | 10,230 | 93.9% | $11.12万 | 加仓 |
| GKAT | ADVISORS SER TR | $22.88万 | 0.00% | 5,301 | 0 | 0.0% | — | 不变 |
| NYF | ISHARES TR | $22.87万 | 0.00% | 4,244 | 0 | 0.0% | — | 不变 |
| — | WATSCO INC | $22.84万 | 0.00% | 553 | 553 | — | $22.84万 | 新建仓 |
| BLW | BLACKROCK LTD DURATION INCOM | $22.80万 | 0.00% | 18,257 | -3,180 | -14.8% | -$3.97万 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $22.79万 | 0.00% | 4,153 | 4,153 | — | $22.79万 | 新建仓 |
| MRNA | MODERNA INC | $22.73万 | 0.00% | 3,246 | -940 | -22.5% | -$6.58万 | 减仓 |
| — | GABELLI HEALTHCARE & WELLNES | $22.73万 | 0.00% | 24,055 | -8,560 | -26.2% | -$8.09万 | 减仓 |
| UDEC | INNOVATOR ETFS TRUST | $22.66万 | 0.00% | 5,436 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $22.62万 | 0.00% | 2,276 | -8,894 | -79.6% | -$88.41万 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $22.60万 | 0.00% | 6,759 | 6,759 | — | $22.60万 | 新建仓 |
| IJUL | INNOVATOR ETFS TRUST | $22.59万 | 0.00% | 6,281 | 6,281 | — | $22.59万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $22.58万 | 0.00% | 2,494 | 2,494 | — | $22.58万 | 新建仓 |
| — | SPDR SERIES TRUST | $22.55万 | 0.00% | 2,677 | 2,677 | — | $22.55万 | 新建仓 |
| KVUE | KENVUE INC | $22.54万 | 0.00% | 11,794 | 11,794 | — | $22.54万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $22.53万 | 0.00% | 4,473 | 4,473 | — | $22.53万 | 新建仓 |
| PECO | PHILLIPS EDISON & CO INC | $22.42万 | 0.00% | 5,386 | 35 | 0.7% | $1,457 | 加仓 |
| — | FLAHERTY & CRUMRINE DYNAMIC | $22.42万 | 0.00% | 10,846 | 10,846 | — | $22.42万 | 新建仓 |
| GL | GLOBE LIFE INC | $22.32万 | 0.00% | 1,249 | 1,249 | — | $22.32万 | 新建仓 |
| BOX | BOX INC | $22.29万 | 0.00% | 8,400 | 8,400 | — | $22.29万 | 新建仓 |
| NJR | NEW JERSEY RES CORP | $22.24万 | 0.00% | 3,969 | -49 | -1.2% | -$2,746 | 减仓 |
| MOS | MOSAIC CO | $22.21万 | 0.00% | 10,484 | -1,244 | -10.6% | -$2.64万 | 减仓 |
| BBLU | EA SERIES TRUST | $22.20万 | 0.00% | 13,456 | 0 | 0.0% | — | 不变 |
| DDS | DILLARDS INC | $22.18万 | 0.00% | 420 | 420 | — | $22.18万 | 新建仓 |
| TILT | FLEXSHARES TR | $22.09万 | 0.00% | 800 | 800 | — | $22.09万 | 新建仓 |
| REZ | ISHARES TR | $22.05万 | 0.00% | 2,329 | 2,329 | — | $22.05万 | 新建仓 |
| TRP | TC ENERGY CORP | $21.92万 | 0.00% | 3,307 | 6 | 0.2% | $398 | 加仓 |
| MLPX | GLOBAL X FDS | $21.83万 | 0.00% | 2,963 | -8,556 | -74.3% | -$63.03万 | 重新持有 |
| FBCG | FIDELITY COVINGTON TRUST | $21.68万 | 0.00% | 3,490 | 3,490 | — | $21.68万 | 新建仓 |
| — | NUSHARES ETF TR | $21.66万 | 0.00% | 10,104 | 577 | 6.1% | $1.24万 | 加仓 |
| BXMT | BLACKSTONE MORTGAGE TRUST IN | $21.61万 | 0.00% | 12,748 | 49 | 0.4% | $831 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $21.58万 | 0.00% | 1,015 | 1,015 | — | $21.58万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $21.56万 | 0.00% | 1,624 | -4,607 | -73.9% | -$61.15万 | 减仓 |
| — | SOURCE CAPITAL | $21.49万 | 0.00% | 4,674 | 4,674 | — | $21.49万 | 新建仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $21.42万 | 0.00% | 1,862 | 1,862 | — | $21.42万 | 新建仓 |
| — | FIRST TR EXCHNG TRADED FD VI | $21.41万 | 0.00% | 12,325 | -993 | -7.5% | -$1.72万 | 减仓 |
| FMAY | FIRST TR EXCHNG TRADED FD VI | $21.37万 | 0.00% | 3,802 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $21.37万 | 0.00% | 4,672 | -2,125 | -31.3% | -$9.72万 | 减仓 |
| — | GLOBAL X FDS | $21.23万 | 0.00% | 8,600 | 0 | 0.0% | — | 重新持有 |
| RWK | INVESCO EXCH TRADED FD TR II | $21.23万 | 0.00% | 1,451 | 1,451 | — | $21.23万 | 新建仓 |
| IMCG | ISHARES TR | $21.14万 | 0.00% | 2,151 | 2,151 | — | $21.14万 | 新建仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $21.14万 | 0.00% | 1,875 | -21 | -1.1% | -$2,368 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $21.13万 | 0.00% | 1,317 | -127 | -8.8% | -$2.04万 | 减仓 |
| RBLX | ROBLOX CORP | $21.09万 | 0.00% | 3,879 | 3,879 | — | $21.09万 | 新建仓 |
| SLG | SL GREEN RLTY CORP | $21.08万 | 0.00% | 4,071 | -1,712 | -29.6% | -$8.86万 | 减仓 |
| — | OPTEX SYS HLDGS INC | $21.05万 | 0.00% | 15,000 | -1,900 | -11.2% | -$2.67万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $20.99万 | 0.00% | 15,516 | -12 | -0.1% | -$162 | 减仓 |
| JOE | ST JOE CO | $20.94万 | 0.00% | 3,343 | -1,121 | -25.1% | -$7.02万 | 减仓 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $20.84万 | 0.00% | 1,549 | 1,549 | — | $20.84万 | 新建仓 |
| CNC | CENTENE CORP DEL | $20.84万 | 0.00% | 3,247 | 3,247 | — | $20.84万 | 新建仓 |
| LGLV | SPDR SERIES TRUST | $20.83万 | 0.00% | 1,148 | 21 | 1.9% | $3,811 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $20.80万 | 0.00% | 518 | 518 | — | $20.80万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $20.71万 | 0.00% | 11,112 | 11,112 | — | $20.71万 | 新建仓 |
| DVYE | ISHARES INC | $20.69万 | 0.00% | 6,419 | 371 | 6.1% | $1.20万 | 加仓 |
| NUKZ | EXCHANGE TRADED CONCEPTS TRU | $20.65万 | 0.00% | 3,030 | 3,030 | — | $20.65万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $20.64万 | 0.00% | 6,282 | 6,282 | — | $20.64万 | 新建仓 |