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 |
|---|---|---|---|---|---|---|---|---|
| CTRE | CARETRUST REIT INC | $1,195.13万 | 0.06% | 296,160 | 47,144 | 18.9% | $190.25万 | 加仓 |
| MUNI | PIMCO ETF TR | $1,193.43万 | 0.06% | 226,889 | 25,620 | 12.7% | $134.76万 | 加仓 |
| DE | DEERE & CO | $1,183.24万 | 0.05% | 18,651 | -283 | -1.5% | -$17.95万 | 减仓 |
| DLTR | DOLLAR TREE INC | $1,169.31万 | 0.05% | 96,677 | 5,259 | 5.8% | $63.61万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,167.82万 | 0.05% | 135,306 | 1,691 | 1.3% | $14.59万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,163.25万 | 0.05% | 128,603 | -18,991 | -12.9% | -$171.78万 | 减仓 |
| SOXX | ISHARES TR | $1,160.04万 | 0.05% | 18,104 | 75 | 0.4% | $4.81万 | 加仓 |
| CGNG | CAPITAL GROUP NEW GEOGRAPHY | $1,158.29万 | 0.05% | 309,207 | 2,897 | 0.9% | $10.85万 | 加仓 |
| BBHL | BBH TR | $1,143.08万 | 0.05% | 656,945 | -2,222 | -0.3% | -$3.87万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $1,132.01万 | 0.05% | 93,231 | -14,946 | -13.8% | -$181.47万 | 减仓 |
| VGLT | VANGUARD SCOTTSDALE FDS | $1,129.10万 | 0.05% | 204,620 | -10,706 | -5.0% | -$59.08万 | 减仓 |
| PNOV | INNOVATOR ETFS TRUST | $1,123.62万 | 0.05% | 253,353 | -13,763 | -5.2% | -$61.04万 | 减仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,116.57万 | 0.05% | 72,368 | 523 | 0.7% | $8.07万 | 加仓 |
| OKTA | OKTA INC | $1,113.90万 | 0.05% | 81,634 | -24,880 | -23.4% | -$339.49万 | 减仓 |
| FVD | FIRST TR EXCHANGE-TRADED FD | $1,111.16万 | 0.05% | 230,627 | 14,208 | 6.6% | $68.45万 | 加仓 |
| CMF | ISHARES TR | $1,111.00万 | 0.05% | 192,748 | -218,910 | -53.2% | -$1,261.79万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $1,107.41万 | 0.05% | 59,811 | 3,413 | 6.1% | $63.19万 | 加仓 |
| EMLP | FIRST TR EXCHANGE-TRADED FD | $1,105.16万 | 0.05% | 254,060 | 34,523 | 15.7% | $150.17万 | 加仓 |
| CI | THE CIGNA GROUP | $1,101.54万 | 0.05% | 39,957 | -443 | -1.1% | -$12.21万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $1,095.30万 | 0.05% | 209,267 | 24,794 | 13.4% | $129.77万 | 加仓 |
| EAGG | ISHARES TR | $1,094.28万 | 0.05% | 230,813 | 29,190 | 14.5% | $138.39万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $1,075.39万 | 0.05% | 580,351 | 145,289 | 33.4% | $269.22万 | 加仓 |
| HYS | PIMCO ETF TR | $1,073.24万 | 0.05% | 114,761 | 4,400 | 4.0% | $41.15万 | 加仓 |
| IUSG | ISHARES TR | $1,071.26万 | 0.05% | 56,955 | 4,147 | 7.9% | $78.00万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $1,068.64万 | 0.05% | 89,809 | 449 | 0.5% | $5.34万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $1,061.93万 | 0.05% | 28,657 | -1,691 | -5.6% | -$62.66万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $1,060.38万 | 0.05% | 458,444 | 16,060 | 3.6% | $37.15万 | 加仓 |
| VTHR | VANGUARD SCOTTSDALE FDS | $1,052.88万 | 0.05% | 31,768 | -3,916 | -11.0% | -$129.79万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $1,050.54万 | 0.05% | 212,274 | -49,869 | -19.0% | -$246.80万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,049.07万 | 0.05% | 20,082 | -280 | -1.4% | -$14.63万 | 减仓 |
| HON | HONEYWELL INTL INC | $1,047.48万 | 0.05% | 46,780 | -39,327 | -45.7% | -$880.60万 | 减仓 |
| IBTG | ISHARES TR | $1,043.92万 | 0.05% | 456,059 | 424,380 | 1,339.6% | $971.41万 | 加仓 |
| DFIS | DIMENSIONAL ETF TRUST | $1,038.29万 | 0.05% | 296,400 | 4,592 | 1.6% | $16.09万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1,038.20万 | 0.05% | 245,206 | -2,335 | -0.9% | -$9.89万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,033.87万 | 0.05% | 46,764 | 46,764 | — | $1,033.87万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $1,010.44万 | 0.05% | 130,869 | 124,147 | 1,846.9% | $958.54万 | 加仓 |
| PINS | PINTEREST INC | $1,008.22万 | 0.05% | 479,420 | 479,420 | — | $1,008.22万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $989.68万 | 0.05% | 63,797 | -9,313 | -12.7% | -$144.47万 | 减仓 |
| PMAY | INNOVATOR ETFS TRUST | $987.47万 | 0.05% | 239,097 | 74,713 | 45.5% | $308.56万 | 加仓 |
| SNA | SNAP ON INC | $986.36万 | 0.05% | 24,512 | 6,306 | 34.6% | $253.75万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $985.17万 | 0.05% | 79,168 | 16,045 | 25.4% | $199.66万 | 加仓 |
| NEM | NEWMONT CORP | $971.97万 | 0.05% | 104,038 | -10,168 | -8.9% | -$94.99万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $962.02万 | 0.04% | 85,650 | 1,893 | 2.3% | $21.26万 | 加仓 |
| PFEB | INNOVATOR ETFS TRUST | $960.69万 | 0.04% | 223,105 | -37,146 | -14.3% | -$159.95万 | 减仓 |
| IBDT | ISHARES TR | $959.74万 | 0.04% | 380,094 | 16,477 | 4.5% | $41.60万 | 加仓 |
| INCY | INCYTE CORP | $957.92万 | 0.04% | 84,502 | 11,201 | 15.3% | $126.98万 | 加仓 |
| PAPR | INNOVATOR ETFS TRUST | $957.07万 | 0.04% | 226,793 | 7,018 | 3.2% | $29.62万 | 加仓 |
| CMI | CUMMINS INC | $956.07万 | 0.04% | 13,411 | -309 | -2.3% | -$22.03万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $953.63万 | 0.04% | 42,639 | 1,153 | 2.8% | $25.79万 | 加仓 |
| VEEV | VEEVA SYS INC | $953.26万 | 0.04% | 53,714 | 50,436 | 1,538.6% | $895.09万 | 加仓 |
| SPGI | S&P GLOBAL INC | $950.54万 | 0.04% | 23,340 | 204 | 0.9% | $8.31万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $938.08万 | 0.04% | 9,721 | 442 | 4.8% | $42.65万 | 加仓 |
| PDEC | INNOVATOR ETFS TRUST | $937.78万 | 0.04% | 204,353 | -7,511 | -3.5% | -$34.47万 | 减仓 |
| PGR | PROGRESSIVE CORP | $934.58万 | 0.04% | 42,790 | 12,303 | 40.4% | $268.71万 | 加仓 |
| ACWV | ISHARES INC | $932.98万 | 0.04% | 77,599 | 3,040 | 4.1% | $36.55万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $932.62万 | 0.04% | 280,150 | 134,901 | 92.9% | $449.09万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $931.87万 | 0.04% | 184,273 | 176 | 0.1% | $8,900 | 加仓 |
| SNY | SANOFI SA | $931.83万 | 0.04% | 218,432 | 23,491 | 12.1% | $100.21万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $923.79万 | 0.04% | 52,280 | -598 | -1.1% | -$10.57万 | 减仓 |
| SUN | SUNOCO LP/SUNOCO FIN CORP | $922.74万 | 0.04% | 136,702 | -1,817 | -1.3% | -$12.26万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $920.38万 | 0.04% | 108,818 | 105,491 | 3,170.8% | $892.24万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $906.65万 | 0.04% | 100,627 | 12,216 | 13.8% | $110.07万 | 加仓 |
| PAAA | PGIM ETF TR | $906.21万 | 0.04% | 176,753 | 4,498 | 2.6% | $23.06万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $904.16万 | 0.04% | 185,241 | 17,541 | 10.5% | $85.62万 | 加仓 |
| SO | SOUTHERN CO | $902.31万 | 0.04% | 94,275 | -2,726 | -2.8% | -$26.09万 | 减仓 |
| POCT | INNOVATOR ETFS TRUST | $901.80万 | 0.04% | 194,313 | -16,382 | -7.8% | -$76.03万 | 减仓 |
| VTES | VANGUARD WELLINGTON FD | $901.57万 | 0.04% | 88,991 | 5,204 | 6.2% | $52.72万 | 加仓 |
| CART | MAPLEBEAR INC | $900.58万 | 0.04% | 190,197 | 190,197 | — | $900.58万 | 新建仓 |
| FNV | FRANCO NEV CORP | $900.10万 | 0.04% | 43,183 | -557 | -1.3% | -$11.61万 | 减仓 |
| SPHY | SPDR SERIES TRUST | $896.12万 | 0.04% | 382,305 | 16,975 | 4.6% | $39.79万 | 加仓 |
| WM | WASTE MGMT INC DEL | $893.90万 | 0.04% | 40,107 | -3,262 | -7.5% | -$72.70万 | 减仓 |
| SCHE | SCHWAB STRATEGIC TR | $889.56万 | 0.04% | 245,329 | 30,715 | 14.3% | $111.37万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $888.48万 | 0.04% | 165,730 | 8,251 | 5.2% | $44.23万 | 加仓 |
| PSEP | INNOVATOR ETFS TRUST | $886.74万 | 0.04% | 192,560 | -33,477 | -14.8% | -$154.16万 | 减仓 |
| IYG | ISHARES TR | $884.37万 | 0.04% | 97,752 | -3,583 | -3.5% | -$32.42万 | 减仓 |
| TJX | TJX COS INC NEW | $879.76万 | 0.04% | 58,058 | 8,511 | 17.2% | $128.97万 | 加仓 |
| SNDK | SANDISK CORP | $877.98万 | 0.04% | 3,871 | 669 | 20.9% | $151.74万 | 加仓 |
| PAUG | INNOVATOR ETFS TRUST | $876.28万 | 0.04% | 191,998 | 166 | 0.1% | $7,576 | 加仓 |
| PTRN | PATTERN GROUP INC | $873.35万 | 0.04% | 346,704 | 346,704 | — | $873.35万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $870.48万 | 0.04% | 68,769 | -3,792 | -5.2% | -$48.00万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $865.91万 | 0.04% | 107,486 | 6,944 | 6.9% | $55.94万 | 加仓 |
| IGE | ISHARES TR | $865.32万 | 0.04% | 154,027 | -39,859 | -20.6% | -$223.93万 | 减仓 |
| SPTI | SPDR SERIES TRUST | $863.99万 | 0.04% | 304,330 | -42,716 | -12.3% | -$121.27万 | 减仓 |
| ICSH | ISHARES TR | $858.16万 | 0.04% | 169,663 | -993 | -0.6% | -$5.02万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $854.37万 | 0.04% | 112,016 | 28,089 | 33.5% | $214.24万 | 加仓 |
| DTH | WISDOMTREE TR | $847.26万 | 0.04% | 156,580 | 5,099 | 3.4% | $27.59万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $846.56万 | 0.04% | 17,047 | -847 | -4.7% | -$42.06万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $842.80万 | 0.04% | 66,695 | -23,036 | -25.7% | -$291.10万 | 减仓 |
| SUSA | ISHARES TR | $839.44万 | 0.04% | 54,403 | 24,038 | 79.2% | $370.91万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $834.06万 | 0.04% | 16,376 | 1,448 | 9.7% | $73.75万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $832.85万 | 0.04% | 83,881 | 17,332 | 26.0% | $172.09万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $831.11万 | 0.04% | 18,429 | 726 | 4.1% | $32.74万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $829.58万 | 0.04% | 90,487 | -76,804 | -45.9% | -$704.14万 | 减仓 |
| IJS | ISHARES TR | $826.71万 | 0.04% | 60,485 | -3,137 | -4.9% | -$42.88万 | 减仓 |
| ECL | ECOLAB INC | $817.31万 | 0.04% | 29,335 | -7,274 | -19.9% | -$202.66万 | 减仓 |
| URI | UNITED RENTALS INC | $811.18万 | 0.04% | 7,165 | -1,088 | -13.2% | -$123.18万 | 减仓 |
| IWO | ISHARES TR | $808.34万 | 0.04% | 20,518 | 87 | 0.4% | $3.43万 | 加仓 |
| PJUN | INNOVATOR ETFS TRUST | $807.54万 | 0.04% | 186,800 | 41,343 | 28.4% | $178.73万 | 加仓 |
| BCI | ABRDN ETFS | $802.08万 | 0.04% | 359,032 | -21,426 | -5.6% | -$47.87万 | 减仓 |
| SDY | SPDR SERIES TRUST | $799.08万 | 0.04% | 52,509 | 144 | 0.3% | $2.19万 | 加仓 |