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 |
|---|---|---|---|---|---|---|---|---|
| NULG | NUSHARES ETF TR | $2,069.55万 | 0.10% | 176,794 | 21,343 | 13.7% | $249.84万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,062.67万 | 0.10% | 28,595 | -2,287 | -7.4% | -$164.97万 | 减仓 |
| NFLX | NETFLIX INC. | $2,050.37万 | 0.10% | 287,167 | 101,306 | 54.5% | $723.33万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $2,031.06万 | 0.09% | 400,958 | 389,618 | 3,435.8% | $1,973.61万 | 加仓 |
| MMM | 3M CO | $2,021.74万 | 0.09% | 124,868 | -9,913 | -7.4% | -$160.50万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2,015.06万 | 0.09% | 218,376 | -10,201 | -4.5% | -$94.13万 | 减仓 |
| T | AT&T INC | $2,012.67万 | 0.09% | 972,305 | -13,860 | -1.4% | -$28.69万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1,982.96万 | 0.09% | 66,559 | -2,588 | -3.7% | -$77.10万 | 减仓 |
| SGOV | ISHARES TR | $1,964.46万 | 0.09% | 195,139 | -29,629 | -13.2% | -$298.27万 | 减仓 |
| TIP | ISHARES TR | $1,959.62万 | 0.09% | 179,075 | -9,330 | -5.0% | -$102.10万 | 减仓 |
| XSD | SPDR SERIES TRUST | $1,934.47万 | 0.09% | 31,016 | 30,119 | 3,357.7% | $1,878.53万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1,933.47万 | 0.09% | 19,767 | -1,613 | -7.5% | -$157.77万 | 减仓 |
| DFGR | DIMENSIONAL ETF TRUST | $1,927.27万 | 0.09% | 665,263 | -148,710 | -18.3% | -$430.81万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $1,922.00万 | 0.09% | 26 | 4 | 18.2% | $295.69万 | 加仓 |
| ENB | ENBRIDGE INC | $1,920.79万 | 0.09% | 354,325 | 990 | 0.3% | $5.37万 | 加仓 |
| AAEQ | EA SERIES TRUST | $1,913.45万 | 0.09% | 359,759 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,890.59万 | 0.09% | 37,709 | -1,108 | -2.9% | -$55.55万 | 减仓 |
| C | CITIGROUP INC | $1,884.54万 | 0.09% | 134,666 | -9,848 | -6.8% | -$137.81万 | 减仓 |
| ESGE | ISHARES INC | $1,857.94万 | 0.09% | 339,722 | 26,792 | 8.6% | $146.53万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,850.04万 | 0.09% | 18,297 | -471 | -2.5% | -$47.62万 | 减仓 |
| SBR | SABINE RTY TR | $1,847.22万 | 0.09% | 252,353 | 30,386 | 13.7% | $222.43万 | 加仓 |
| EEM | ISHARES TR | $1,838.37万 | 0.09% | 268,729 | 67,073 | 33.3% | $458.85万 | 加仓 |
| VT | VANGUARD INTL EQUITY INDEX F | $1,828.08万 | 0.08% | 116,475 | -1,159 | -1.0% | -$18.19万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $1,815.67万 | 0.08% | 220,509 | 26,183 | 13.5% | $215.59万 | 加仓 |
| DISV | DIMENSIONAL ETF TRUST | $1,802.94万 | 0.08% | 449,274 | 70,252 | 18.5% | $281.92万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $1,774.54万 | 0.08% | 134,191 | 10,880 | 8.8% | $143.88万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $1,769.69万 | 0.08% | 201,628 | 6,325 | 3.2% | $55.51万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $1,744.29万 | 0.08% | 347,262 | 101,997 | 41.6% | $512.33万 | 加仓 |
| HEGD | LISTED FDS TR | $1,734.97万 | 0.08% | 650,777 | 57,625 | 9.7% | $153.63万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $1,718.44万 | 0.08% | 69,796 | 2,105 | 3.1% | $51.83万 | 加仓 |
| GDX | VANECK ETF TRUST | $1,706.82万 | 0.08% | 226,219 | -20,748 | -8.4% | -$156.54万 | 减仓 |
| GEV | GE VERNOVA INC | $1,704.53万 | 0.08% | 14,515 | 130 | 0.9% | $15.27万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $1,696.60万 | 0.08% | 530,686 | 14,008 | 2.7% | $44.78万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $1,695.80万 | 0.08% | 186,861 | -41,397 | -18.1% | -$375.69万 | 减仓 |
| SMLF | ISHARES TR | $1,672.01万 | 0.08% | 187,571 | -376 | -0.2% | -$3.35万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1,670.28万 | 0.08% | 74,583 | -3,679 | -4.7% | -$82.39万 | 减仓 |
| MGC | VANGUARD WORLD FD | $1,668.84万 | 0.08% | 60,989 | -1,999 | -3.2% | -$54.70万 | 减仓 |
| WMB | WILLIAMS COS INC | $1,642.53万 | 0.08% | 220,955 | 7,381 | 3.5% | $54.87万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,621.12万 | 0.08% | 224,657 | -23,701 | -9.5% | -$171.03万 | 减仓 |
| CRM | SALESFORCE INC | $1,600.14万 | 0.07% | 102,138 | -5,666 | -5.3% | -$88.77万 | 减仓 |
| DFSU | DIMENSIONAL ETF TRUST | $1,593.58万 | 0.07% | 341,750 | 4,713 | 1.4% | $21.98万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $1,566.55万 | 0.07% | 216,733 | -6,247 | -2.8% | -$45.15万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,564.10万 | 0.07% | 87,752 | 2,277 | 2.7% | $40.59万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,558.86万 | 0.07% | 67,904 | -2,484 | -3.5% | -$57.02万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1,556.70万 | 0.07% | 37,485 | -1,867 | -4.7% | -$77.53万 | 减仓 |
| GLW | CORNING INC | $1,551.77万 | 0.07% | 60,791 | -7,701 | -11.2% | -$196.58万 | 减仓 |
| MCK | MCKESSON CORP | $1,537.11万 | 0.07% | 20,343 | 4,202 | 26.0% | $317.50万 | 加仓 |
| EMR | EMERSON ELEC CO | $1,526.53万 | 0.07% | 106,638 | 6,649 | 6.6% | $95.18万 | 加仓 |
| DIHP | DIMENSIONAL ETF TRUST | $1,504.67万 | 0.07% | 440,928 | 13,870 | 3.2% | $47.33万 | 加仓 |
| — | EA SERIES TRUST | $1,503.64万 | 0.07% | 489,664 | 44,250 | 9.9% | $135.88万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $1,496.01万 | 0.07% | 473,271 | -12,448 | -2.6% | -$39.35万 | 减仓 |
| SHV | ISHARES TR | $1,493.69万 | 0.07% | 135,360 | -7,403 | -5.2% | -$81.69万 | 减仓 |
| ESML | ISHARES TR | $1,484.82万 | 0.07% | 265,479 | 3,451 | 1.3% | $19.30万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $1,480.38万 | 0.07% | 625,162 | 15,232 | 2.5% | $36.07万 | 加仓 |
| DVY | ISHARES TR | $1,478.26万 | 0.07% | 94,578 | 2,343 | 2.5% | $36.62万 | 加仓 |
| BNDW | VANGUARD SCOTTSDALE FDS | $1,473.73万 | 0.07% | 215,049 | 8,019 | 3.9% | $54.95万 | 加仓 |
| DEHP | DIMENSIONAL ETF TRUST | $1,461.26万 | 0.07% | 341,655 | -17,074 | -4.8% | -$73.03万 | 减仓 |
| IUS | INVESCO EXCH TRD SLF IDX FD | $1,451.88万 | 0.07% | 221,390 | 14,742 | 7.1% | $96.68万 | 加仓 |
| IWN | ISHARES TR | $1,451.25万 | 0.07% | 65,608 | -16,080 | -19.7% | -$355.69万 | 减仓 |
| MINT | PIMCO ETF TR | $1,449.86万 | 0.07% | 143,821 | 25,353 | 21.4% | $255.58万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $1,429.28万 | 0.07% | 560,061 | -15,637 | -2.7% | -$39.91万 | 减仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $1,428.42万 | 0.07% | 304,307 | 247,335 | 434.1% | $1,160.99万 | 加仓 |
| DDOG | DATADOG INC | $1,416.28万 | 0.07% | 54,397 | -4,611 | -7.8% | -$120.05万 | 减仓 |
| VOTE | TCW ETF TRUST | $1,413.01万 | 0.07% | 160,262 | -553 | -0.3% | -$4.88万 | 减仓 |
| OKE | ONEOK INC NEW | $1,397.75万 | 0.06% | 160,773 | 7,692 | 5.0% | $66.87万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,392.96万 | 0.06% | 152,004 | -22,695 | -13.0% | -$207.98万 | 减仓 |
| IBDR | ISHARES TR | $1,391.68万 | 0.06% | 574,362 | -12,901 | -2.2% | -$31.26万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1,379.05万 | 0.06% | 259,658 | -91,560 | -26.1% | -$486.28万 | 减仓 |
| AVLV | AMERICAN CENTY ETF TR | $1,368.71万 | 0.06% | 150,062 | -48,819 | -24.5% | -$445.28万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $1,359.40万 | 0.06% | 201,214 | 12,147 | 6.4% | $82.07万 | 加仓 |
| ABNB | AIRBNB INC | $1,358.50万 | 0.06% | 94,934 | -2,482 | -2.5% | -$35.52万 | 减仓 |
| XYZ | BLOCK INC | $1,357.58万 | 0.06% | 178,628 | -27,468 | -13.3% | -$208.76万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $1,351.51万 | 0.06% | 288,722 | -16,587 | -5.4% | -$77.64万 | 减仓 |
| EDD | MORGAN STANLEY EMERGING MKTS | $1,349.60万 | 0.06% | 2,295,245 | 49,765 | 2.2% | $29.26万 | 加仓 |
| UNP | UNION PAC CORP | $1,347.41万 | 0.06% | 49,545 | -1,780 | -3.5% | -$48.41万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $1,344.61万 | 0.06% | 67,023 | -6,015 | -8.2% | -$120.67万 | 减仓 |
| HSY | HERSHEY CO | $1,341.57万 | 0.06% | 76,464 | 3,830 | 5.3% | $67.20万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1,340.80万 | 0.06% | 232,697 | -13,371 | -5.4% | -$77.04万 | 减仓 |
| ETN | EATON CORP PLC | $1,328.00万 | 0.06% | 31,167 | 8,697 | 38.7% | $370.57万 | 加仓 |
| NVS | NOVARTIS AG | $1,320.11万 | 0.06% | 84,234 | -283 | -0.3% | -$4.44万 | 减仓 |
| SBUX | STARBUCKS CORP | $1,307.57万 | 0.06% | 127,962 | -257 | -0.2% | -$2.63万 | 减仓 |
| FAST | FASTENAL CO | $1,300.88万 | 0.06% | 270,842 | 37,198 | 15.9% | $178.66万 | 加仓 |
| EMLC | VANECK ETF TRUST | $1,295.49万 | 0.06% | 506,843 | -9,435 | -1.8% | -$24.12万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,283.78万 | 0.06% | 40,773 | -4,738 | -10.4% | -$149.18万 | 减仓 |
| SEIM | SEI EXCHANGE TRADED FUNDS | $1,277.15万 | 0.06% | 227,454 | -16,610 | -6.8% | -$93.27万 | 减仓 |
| BLK | BLACKROCK INC | $1,271.94万 | 0.06% | 13,227 | 8,847 | 202.0% | $850.75万 | 加仓 |
| SLV | ISHARES SILVER TR | $1,263.04万 | 0.06% | 236,215 | 16,765 | 7.6% | $89.64万 | 加仓 |
| SHY | ISHARES TR | $1,262.78万 | 0.06% | 153,791 | 78,571 | 104.5% | $645.15万 | 加仓 |
| VTC | VANGUARD SCOTTSDALE FDS | $1,253.52万 | 0.06% | 163,219 | 9,216 | 6.0% | $70.78万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $1,248.42万 | 0.06% | 67,399 | 7,176 | 11.9% | $132.92万 | 加仓 |
| SEIV | SEI EXCHANGE TRADED FUNDS | $1,237.75万 | 0.06% | 257,864 | -14,295 | -5.3% | -$68.62万 | 减仓 |
| BIV | VANGUARD BD INDEX FDS | $1,236.41万 | 0.06% | 161,201 | 33,511 | 26.2% | $257.03万 | 加仓 |
| ACWX | ISHARES TR | $1,227.23万 | 0.06% | 161,245 | -819 | -0.5% | -$6.23万 | 减仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $1,226.80万 | 0.06% | 199,609 | 33,046 | 19.8% | $203.10万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,213.43万 | 0.06% | 19,460 | 0 | 0.0% | — | 不变 |
| IBDS | ISHARES TR | $1,209.56万 | 0.06% | 499,403 | 15,587 | 3.2% | $37.75万 | 加仓 |
| IGRO | ISHARES TR | $1,208.90万 | 0.06% | 137,484 | 4,635 | 3.5% | $40.76万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1,206.41万 | 0.06% | 40,498 | -11,758 | -22.5% | -$350.26万 | 减仓 |
| IBB | ISHARES TR | $1,203.85万 | 0.06% | 63,297 | 1,231 | 2.0% | $23.41万 | 加仓 |
| LQD | ISHARES TR | $1,201.35万 | 0.06% | 110,145 | 5,045 | 4.8% | $55.03万 | 加仓 |