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 |
|---|---|---|---|---|---|---|---|---|
| ITW | ILLINOIS TOOL WKS INC | $516.44万 | 0.02% | 19,093 | -352 | -1.8% | -$9.52万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $516.41万 | 0.02% | 56,651 | -13,016 | -18.7% | -$118.65万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $508.39万 | 0.02% | 83,631 | 23,649 | 39.4% | $143.76万 | 加仓 |
| JPIB | J P MORGAN EXCHANGE TRADED F | $506.05万 | 0.02% | 104,663 | 6,481 | 6.6% | $31.34万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $503.20万 | 0.02% | 16,609 | 891 | 5.7% | $26.99万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $502.39万 | 0.02% | 67,611 | 13,117 | 24.1% | $97.47万 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $501.32万 | 0.02% | 48,648 | 1,472 | 3.1% | $15.17万 | 加仓 |
| COHR | COHERENT CORP | $497.89万 | 0.02% | 12,623 | -14,203 | -52.9% | -$560.22万 | 减仓 |
| HYMB | SPDR SERIES TRUST | $494.93万 | 0.02% | 194,548 | 4,640 | 2.4% | $11.80万 | 加仓 |
| IUSV | ISHARES TR | $488.64万 | 0.02% | 44,361 | 7,232 | 19.5% | $79.66万 | 加仓 |
| IYW | ISHARES TR | $487.43万 | 0.02% | 19,325 | 3,290 | 20.5% | $82.98万 | 加仓 |
| TLT | ISHARES TR 看涨期权 | $483.95万 | 0.02% | 56,000 | 56,000 | — | $483.95万 | 新建仓 |
| DFSB | DIMENSIONAL ETF TRUST | $483.19万 | 0.02% | 92,724 | 3,826 | 4.3% | $19.94万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $481.51万 | 0.02% | 94,730 | 15,262 | 19.2% | $77.58万 | 加仓 |
| VTEC | VANGUARD CALIF TAX FREE FDS | $480.54万 | 0.02% | 47,768 | 5,350 | 12.6% | $53.82万 | 加仓 |
| VDE | VANGUARD WORLD FD | $479.00万 | 0.02% | 31,906 | -5,204 | -14.0% | -$78.13万 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $478.94万 | 0.02% | 154,001 | -5,283 | -3.3% | -$16.43万 | 减仓 |
| WPC | WP CAREY INC | $478.22万 | 0.02% | 66,884 | 2,260 | 3.5% | $16.16万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $478.08万 | 0.02% | 7,485 | -1,406 | -15.8% | -$89.80万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $476.73万 | 0.02% | 16,406 | -380 | -2.3% | -$11.04万 | 减仓 |
| SPTS | SPDR SERIES TRUST | $475.51万 | 0.02% | 163,912 | -3,801 | -2.3% | -$11.03万 | 减仓 |
| MEDP | MEDPACE HLDGS INC | $471.92万 | 0.02% | 8,911 | -143 | -1.6% | -$7.57万 | 减仓 |
| CSWC | CAPITAL SOUTHWEST CORP | $470.09万 | 0.02% | 197,768 | 1,000 | 0.5% | $2.38万 | 加仓 |
| GEV | GE VERNOVA INC 看涨期权 | $469.94万 | 0.02% | 4,000 | -1,500 | -27.3% | -$176.23万 | 减仓 |
| BOND | PIMCO ETF TR | $469.00万 | 0.02% | 50,862 | -91 | -0.2% | -$8,391 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $464.19万 | 0.02% | 13,864 | 1,215 | 9.6% | $40.68万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $464.12万 | 0.02% | 103,622 | -15,245 | -12.8% | -$68.28万 | 减仓 |
| KLAC | KLA CORP | $462.24万 | 0.02% | 15,321 | -42,049 | -73.3% | -$1,268.64万 | 减仓 |
| IJT | ISHARES TR | $461.22万 | 0.02% | 25,824 | -3,474 | -11.9% | -$62.05万 | 减仓 |
| CBL | CBL & ASSOC PPTYS INC | $460.84万 | 0.02% | 86,804 | -45 | -0.1% | -$2,389 | 减仓 |
| WELL | WELLTOWER INC | $460.75万 | 0.02% | 20,305 | 3,900 | 23.8% | $88.50万 | 加仓 |
| FLTR | VANECK ETF TRUST | $460.52万 | 0.02% | 179,820 | -13,648 | -7.1% | -$34.95万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $459.60万 | 0.02% | 41,870 | -2,474 | -5.6% | -$27.16万 | 减仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $458.20万 | 0.02% | 17,309 | 8,881 | 105.4% | $235.10万 | 加仓 |
| VPLS | VANGUARD MALVERN FDS | $455.02万 | 0.02% | 58,655 | 9,470 | 19.3% | $73.46万 | 加仓 |
| NET | CLOUDFLARE INC | $453.96万 | 0.02% | 18,508 | -1,108 | -5.6% | -$27.18万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $453.43万 | 0.02% | 11,397 | -1,170 | -9.3% | -$46.55万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $450.71万 | 0.02% | 48,266 | -2,657 | -5.2% | -$24.81万 | 减仓 |
| JHMM | JOHN HANCOCK EXCHANGE TRADED | $450.60万 | 0.02% | 60,112 | 12,037 | 25.0% | $90.23万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $445.86万 | 0.02% | 89,566 | -6,633 | -6.9% | -$33.02万 | 减仓 |
| TBIL | RBB FD INC | $445.28万 | 0.02% | 89,306 | 13,974 | 18.5% | $69.67万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $444.05万 | 0.02% | 37,862 | 984 | 2.7% | $11.54万 | 加仓 |
| POWL | POWELL INDS INC | $440.38万 | 0.02% | 15,379 | -212 | -1.4% | -$6.07万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $439.90万 | 0.02% | 13,000 | -1,315 | -9.2% | -$44.50万 | 减仓 |
| — | MORGAN STANLEY BITCOIN TR | $438.90万 | 0.02% | 260,472 | 260,472 | — | $438.90万 | 新建仓 |
| DON | WISDOMTREE TR | $436.73万 | 0.02% | 77,269 | -2,151 | -2.7% | -$12.16万 | 减仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $434.27万 | 0.02% | 118,880 | 2,200 | 1.9% | $8.04万 | 加仓 |
| DTE | DTE ENERGY CO | $431.44万 | 0.02% | 28,315 | 8,664 | 44.1% | $132.02万 | 加仓 |
| MDB | MONGODB INC | $430.94万 | 0.02% | 12,829 | 912 | 7.7% | $30.63万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $429.11万 | 0.02% | 8,737 | -597 | -6.4% | -$29.32万 | 减仓 |
| IBDV | ISHARES TR | $428.98万 | 0.02% | 196,779 | 11,993 | 6.5% | $26.14万 | 加仓 |
| LYFT | LYFT INC | $428.10万 | 0.02% | 293,015 | -18,093 | -5.8% | -$26.43万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $422.81万 | 0.02% | 43,034 | 712 | 1.7% | $7.00万 | 加仓 |
| MKL | MARKEL GROUP INC | $420.29万 | 0.02% | 2,152 | -139 | -6.1% | -$27.15万 | 减仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $415.72万 | 0.02% | 12,421 | 12,421 | — | $415.72万 | 新建仓 |
| RPM | RPM INTL INC | $412.64万 | 0.02% | 37,125 | -5,542 | -13.0% | -$61.60万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $411.55万 | 0.02% | 18,774 | -2,905 | -13.4% | -$63.68万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $409.34万 | 0.02% | 119,446 | 5,469 | 4.8% | $18.74万 | 加仓 |
| VST | VISTRA CORP | $405.56万 | 0.02% | 25,566 | 2,067 | 8.8% | $32.79万 | 加仓 |
| IJJ | ISHARES TR | $403.12万 | 0.02% | 27,288 | -666 | -2.4% | -$9.84万 | 减仓 |
| IEV | ISHARES TR | $401.96万 | 0.02% | 55,176 | -3,457 | -5.9% | -$25.18万 | 减仓 |
| EMXC | ISHARES INC | $399.82万 | 0.02% | 39,083 | -7,427 | -16.0% | -$75.98万 | 减仓 |
| DHR | DANAHER CORP DEL | $399.81万 | 0.02% | 20,988 | -634 | -2.9% | -$12.08万 | 减仓 |
| GMF | SPDR INDEX SHS FDS | $399.14万 | 0.02% | 25,428 | 1,600 | 6.7% | $25.12万 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $398.94万 | 0.02% | 51,297 | 9 | 0.0% | $700 | 加仓 |
| FBNC | FIRST BANCORP N C | $396.58万 | 0.02% | 62,033 | -362 | -0.6% | -$2.31万 | 减仓 |
| — | ADVISORS INNER CIRCLE FD II | $394.87万 | 0.02% | 146,955 | 5,684 | 4.0% | $15.27万 | 加仓 |
| NKE | NIKE INC | $393.70万 | 0.02% | 95,908 | -29,188 | -23.3% | -$119.82万 | 减仓 |
| GOOGL | ALPHABET INC 看涨期权 | $393.11万 | 0.02% | 11,000 | 0 | 0.0% | — | 不变 |
| MLPA | GLOBAL X FDS | $392.41万 | 0.02% | 73,929 | 6,127 | 9.0% | $32.52万 | 加仓 |
| AZN | ASTRAZENECA PLC | $389.98万 | 0.02% | 20,571 | -2,088 | -9.2% | -$39.58万 | 减仓 |
| ICOW | PACER FDS TR | $386.68万 | 0.02% | 92,886 | 2,613 | 2.9% | $10.88万 | 加仓 |
| EMGF | ISHARES INC | $386.66万 | 0.02% | 52,779 | 690 | 1.3% | $5.05万 | 加仓 |
| ACWI | ISHARES TR | $385.33万 | 0.02% | 24,548 | 1,069 | 4.6% | $16.78万 | 加仓 |
| SLVM | SYLVAMO CORP | $381.94万 | 0.02% | 101,041 | -6 | -0.0% | -$227 | 减仓 |
| HEFA | ISHARES TR | $377.64万 | 0.02% | 80,478 | 878 | 1.1% | $4.12万 | 加仓 |
| PHO | INVESCO EXCHANGE TRADED FD T | $372.20万 | 0.02% | 53,879 | 1,875 | 3.6% | $12.95万 | 加仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $371.48万 | 0.02% | 78,702 | 26,364 | 50.4% | $124.44万 | 加仓 |
| HYG | ISHARES TR | $369.53万 | 0.02% | 46,208 | -1,159 | -2.4% | -$9.27万 | 减仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $369.37万 | 0.02% | 54,656 | -483 | -0.9% | -$3.26万 | 减仓 |
| HTH | HILLTOP HLDGS INC | $367.93万 | 0.02% | 94,876 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $367.71万 | 0.02% | 15,461 | 1,052 | 7.3% | $25.02万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $365.99万 | 0.02% | 16,897 | -447 | -2.6% | -$9.68万 | 减仓 |
| IBMQ | ISHARES TR | $363.55万 | 0.02% | 142,123 | 445 | 0.3% | $1.14万 | 加仓 |
| CIEN | CIENA CORP | $362.38万 | 0.02% | 7,387 | 1,008 | 15.8% | $49.45万 | 加仓 |
| RWO | SPDR INDEX SHS FDS | $362.09万 | 0.02% | 72,840 | -1,723 | -2.3% | -$8.56万 | 减仓 |
| TAFI | AB ACTIVE ETFS INC | $361.73万 | 0.02% | 143,429 | 58,438 | 68.8% | $147.38万 | 加仓 |
| IJK | ISHARES TR | $361.49万 | 0.02% | 30,765 | -2,369 | -7.1% | -$27.84万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $359.14万 | 0.02% | 21,953 | -455 | -2.0% | -$7.44万 | 减仓 |
| NUVB | NUVATION BIO INC | $359.12万 | 0.02% | 632,251 | -11,483 | -1.8% | -$6.52万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $358.53万 | 0.02% | 19,970 | -1,938 | -8.8% | -$34.79万 | 减仓 |
| GM | GENERAL MTRS CO | $357.09万 | 0.02% | 46,327 | -2,114 | -4.4% | -$16.29万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $353.82万 | 0.02% | 24,216 | -506 | -2.0% | -$7.39万 | 减仓 |
| HACK | AMPLIFY ETF TR | $353.34万 | 0.02% | 33,674 | 19,006 | 129.6% | $199.43万 | 加仓 |
| VFH | VANGUARD WORLD FD | $353.06万 | 0.02% | 26,828 | -1,432 | -5.1% | -$18.85万 | 减仓 |
| IBMP | ISHARES TR | $351.23万 | 0.02% | 138,170 | 1,229 | 0.9% | $3.12万 | 加仓 |
| IHE | ISHARES TR | $351.18万 | 0.02% | 35,469 | -1,197 | -3.3% | -$11.85万 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $348.04万 | 0.02% | 46,467 | 19,479 | 72.2% | $145.90万 | 加仓 |
| IBMO | ISHARES TR | $346.25万 | 0.02% | 135,041 | -5,411 | -3.9% | -$13.87万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $345.67万 | 0.02% | 101,669 | -10,202 | -9.1% | -$34.69万 | 减仓 |