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 |
|---|---|---|---|---|---|---|---|---|
| IBDW | ISHARES TR | $343.16万 | 0.02% | 164,663 | 10,959 | 7.1% | $22.84万 | 加仓 |
| DGCB | DIMENSIONAL ETF TRUST | $342.95万 | 0.02% | 62,731 | 49,794 | 384.9% | $272.22万 | 加仓 |
| RDDT | REDDIT INC | $341.18万 | 0.02% | 19,655 | -286 | -1.4% | -$4.96万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $340.73万 | 0.02% | 120,697 | 1,971 | 1.7% | $5.56万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $339.67万 | 0.02% | 19,880 | 19,880 | — | $339.67万 | 新建仓 |
| DEM | WISDOMTREE TR | $338.03万 | 0.02% | 62,843 | -1,893 | -2.9% | -$10.18万 | 减仓 |
| IXC | ISHARES TR | $337.26万 | 0.02% | 68,647 | -18,458 | -21.2% | -$90.68万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $336.22万 | 0.02% | 30,390 | 1,082 | 3.7% | $11.97万 | 加仓 |
| SHEL | SHELL PLC | $335.74万 | 0.02% | 43,299 | -7,365 | -14.5% | -$57.11万 | 减仓 |
| IGOV | ISHARES TR | $333.12万 | 0.02% | 81,190 | -20,268 | -20.0% | -$83.16万 | 减仓 |
| CTVA | CORTEVA INC | $331.69万 | 0.02% | 39,166 | -18,813 | -32.4% | -$159.33万 | 减仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $329.49万 | 0.02% | 37,214 | -97 | -0.3% | -$8,588 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $328.62万 | 0.02% | 18,299 | -1,127 | -5.8% | -$20.24万 | 减仓 |
| TFI | SPDR SERIES TRUST | $328.19万 | 0.02% | 71,658 | -2,893 | -3.9% | -$13.25万 | 减仓 |
| IGM | ISHARES TR | $326.05万 | 0.02% | 19,932 | -941 | -4.5% | -$15.39万 | 减仓 |
| JBND | J P MORGAN EXCHANGE TRADED F | $325.75万 | 0.02% | 60,888 | 13,571 | 28.7% | $72.61万 | 加仓 |
| ICF | ISHARES TR | $325.21万 | 0.02% | 48,087 | -14,947 | -23.7% | -$101.09万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $324.40万 | 0.02% | 44,246 | -10,221 | -18.8% | -$74.94万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $323.32万 | 0.02% | 3,852 | 1,227 | 46.7% | $102.99万 | 加仓 |
| PWR | QUANTA SVCS INC | $322.93万 | 0.01% | 4,485 | 1,783 | 66.0% | $128.38万 | 加仓 |
| NEAR | ISHARES U S ETF TR | $321.76万 | 0.01% | 63,514 | 11,820 | 22.9% | $59.88万 | 加仓 |
| EYLD | CAMBRIA ETF TR | $321.13万 | 0.01% | 70,719 | 27,907 | 65.2% | $126.73万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $320.05万 | 0.01% | 27,409 | -397 | -1.4% | -$4.64万 | 减仓 |
| DIVO | AMPLIFY ETF TR | $319.71万 | 0.01% | 69,959 | 69,959 | — | $319.71万 | 新建仓 |
| STPZ | PIMCO ETF TR | $319.50万 | 0.01% | 59,898 | -3,095 | -4.9% | -$16.51万 | 减仓 |
| KNG | FIRST TR EXCHANGE-TRADED FD | $318.44万 | 0.01% | 63,057 | 3,130 | 5.2% | $15.81万 | 加仓 |
| O | REALTY INCOME CORP | $318.27万 | 0.01% | 51,366 | -9,310 | -15.3% | -$57.69万 | 减仓 |
| DMXF | ISHARES TR | $318.04万 | 0.01% | 37,593 | 7,295 | 24.1% | $61.72万 | 加仓 |
| D | DOMINION ENERGY INC | $317.77万 | 0.01% | 46,532 | -1,555 | -3.2% | -$10.62万 | 减仓 |
| TFLO | ISHARES TR | $317.24万 | 0.01% | 62,659 | -4,162 | -6.2% | -$21.07万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $314.15万 | 0.01% | 18,848 | -6,006 | -24.2% | -$100.10万 | 减仓 |
| — | INNOVATOR ETFS TRUST | $306.92万 | 0.01% | 99,760 | -216 | -0.2% | -$6,645 | 减仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $306.79万 | 0.01% | 56,782 | 18 | 0.0% | $973 | 加仓 |
| AIQ | GLOBAL X FDS | $306.14万 | 0.01% | 46,661 | -349 | -0.7% | -$2.29万 | 减仓 |
| UL | UNILEVER PLC | $304.32万 | 0.01% | 50,618 | -50,847 | -50.1% | -$305.69万 | 减仓 |
| PLD | PROLOGIS INC. | $303.81万 | 0.01% | 22,427 | -1,924 | -7.9% | -$26.06万 | 减仓 |
| USFR | WISDOMTREE TR | $302.10万 | 0.01% | 60,000 | 60,000 | — | $302.10万 | 新建仓 |
| KRP | KIMBELL RTY PARTNERS LP | $301.97万 | 0.01% | 207,823 | 21,616 | 11.6% | $31.41万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $301.81万 | 0.01% | 7,730 | -392 | -4.8% | -$15.31万 | 减仓 |
| CVLC | MORGAN STANLEY ETF TRUST | $301.46万 | 0.01% | 31,911 | 1,007 | 3.3% | $9.51万 | 加仓 |
| IWS | ISHARES TR | $300.59万 | 0.01% | 18,262 | 877 | 5.0% | $14.44万 | 加仓 |
| IVES | WEDBUSH SER TR | $300.33万 | 0.01% | 78,827 | 78,827 | — | $300.33万 | 新建仓 |
| FPE | FIRST TR EXCH TRADED FD III | $300.13万 | 0.01% | 167,859 | 6,277 | 3.9% | $11.22万 | 加仓 |
| SMMV | ISHARES TR | $299.29万 | 0.01% | 65,006 | 161 | 0.2% | $7,412 | 加仓 |
| HESM | HESS MIDSTREAM LP | $298.30万 | 0.01% | 79,334 | 12,296 | 18.3% | $46.23万 | 加仓 |
| EMB | ISHARES TR | $297.61万 | 0.01% | 30,860 | -10,238 | -24.9% | -$98.74万 | 减仓 |
| TWLO | TWILIO INC | $297.18万 | 0.01% | 14,403 | -141 | -1.0% | -$2.91万 | 减仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $296.12万 | 0.01% | 106,061 | -15,075 | -12.4% | -$42.09万 | 减仓 |
| TFLR | T ROWE PRICE EXCHANGE-TRADED | $295.50万 | 0.01% | 58,619 | 28,635 | 95.5% | $144.35万 | 加仓 |
| ETV | EATON VANCE TAX-MANAGED BUY- | $294.69万 | 0.01% | 198,047 | 2,325 | 1.2% | $3.46万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $294.23万 | 0.01% | 74,488 | 69,609 | 1,426.7% | $274.96万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $291.97万 | 0.01% | 7,555 | 458 | 6.5% | $17.70万 | 加仓 |
| TTE | TOTALENERGIES SE | $290.28万 | 0.01% | 37,330 | -17,543 | -32.0% | -$136.42万 | 减仓 |
| CME | CME GROUP INC | $288.09万 | 0.01% | 13,046 | 4,526 | 53.1% | $99.95万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $287.46万 | 0.01% | 57,058 | 164 | 0.3% | $8,262 | 加仓 |
| RKLB | ROCKET LAB CORP | $287.42万 | 0.01% | 28,284 | 600 | 2.2% | $6.10万 | 加仓 |
| XAR | SPDR SERIES TRUST | $285.83万 | 0.01% | 10,072 | 8,776 | 677.2% | $249.05万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $285.44万 | 0.01% | 28,572 | -2,385 | -7.7% | -$23.83万 | 减仓 |
| CCJ | CAMECO CORP | $284.04万 | 0.01% | 27,885 | 2,694 | 10.7% | $27.44万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $283.94万 | 0.01% | 16,724 | -2,001 | -10.7% | -$33.97万 | 减仓 |
| VGSR | MANAGER DIRECTED PORTFOLIOS | $283.66万 | 0.01% | 249,156 | 614 | 0.2% | $6,990 | 加仓 |
| PSA | PUBLIC STORAGE | $282.98万 | 0.01% | 8,890 | -1,827 | -17.0% | -$58.16万 | 减仓 |
| NUBD | NUSHARES ETF TR | $281.26万 | 0.01% | 127,066 | 15,439 | 13.8% | $34.17万 | 加仓 |
| IEUR | ISHARES TR | $279.72万 | 0.01% | 37,212 | -16,567 | -30.8% | -$124.53万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $277.42万 | 0.01% | 213,234 | -11,454 | -5.1% | -$14.90万 | 减仓 |
| CWI | SPDR INDEX SHS FDS | $277.15万 | 0.01% | 68,146 | 27,482 | 67.6% | $111.77万 | 加仓 |
| RY | ROYAL BK CDA | $275.93万 | 0.01% | 13,332 | 179 | 1.4% | $3.70万 | 加仓 |
| ROBO | EXCHANGE TRADED CONCEPTS TRU | $274.70万 | 0.01% | 32,069 | -727 | -2.2% | -$6.23万 | 减仓 |
| XEL | XCEL ENERGY INC | $272.99万 | 0.01% | 33,993 | -8,897 | -20.7% | -$71.45万 | 减仓 |
| FNDE | SCHWAB STRATEGIC TR | $271.17万 | 0.01% | 68,339 | -2,572 | -3.6% | -$10.21万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $270.18万 | 0.01% | 9,783 | 3,105 | 46.5% | $85.75万 | 加仓 |
| TLT | ISHARES TR | $269.99万 | 0.01% | 31,242 | -1,059 | -3.3% | -$9.15万 | 减仓 |
| AVSC | AMERICAN CENTY ETF TR | $268.82万 | 0.01% | 36,654 | 8,372 | 29.6% | $61.40万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $267.92万 | 0.01% | 13,005 | 155 | 1.2% | $3.19万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $265.26万 | 0.01% | 7,488 | 14 | 0.2% | $4,959 | 加仓 |
| NTSK | NETSKOPE INC | $264.13万 | 0.01% | 241,438 | 48,676 | 25.3% | $53.25万 | 加仓 |
| EMF | TEMPLETON EMERGING MKTS FD | $263.39万 | 0.01% | 113,432 | -30,109 | -21.0% | -$69.91万 | 减仓 |
| HUBS | HUBSPOT INC | $262.96万 | 0.01% | 14,408 | 14,408 | — | $262.96万 | 新建仓 |
| — | COMTECH TELECOMMUNICATIONS C | $261.67万 | 0.01% | 1,246,044 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $260.86万 | 0.01% | 5,761 | -140 | -2.4% | -$6.34万 | 减仓 |
| CVIE | MORGAN STANLEY ETF TRUST | $259.87万 | 0.01% | 30,568 | 609 | 2.0% | $5.18万 | 加仓 |
| ETG | EATON VANCE TX ADV GLBL DIV | $258.94万 | 0.01% | 110,000 | -2,600 | -2.3% | -$6.12万 | 减仓 |
| PDP | INVESCO EXCHANGE TRADED FD T | $258.34万 | 0.01% | 17,026 | 17,026 | — | $258.34万 | 新建仓 |
| NE | NOBLE CORP PLC | $257.89万 | 0.01% | 69,139 | -7,820 | -10.2% | -$29.17万 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $256.72万 | 0.01% | 15,239 | -73 | -0.5% | -$1.23万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $256.18万 | 0.01% | 25,546 | 10,815 | 73.4% | $108.45万 | 加仓 |
| CGW | INVESCO EXCH TRADED FD TR II | $254.46万 | 0.01% | 38,713 | 6,338 | 19.6% | $41.66万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $253.08万 | 0.01% | 44,896 | -3,645 | -7.5% | -$20.55万 | 减仓 |
| F | FORD MTR CO | $252.25万 | 0.01% | 181,475 | -87,854 | -32.6% | -$122.12万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $251.37万 | 0.01% | 49,288 | 19,355 | 64.7% | $98.71万 | 加仓 |
| BMAR | INNOVATOR ETFS TRUST | $249.44万 | 0.01% | 43,285 | 4,997 | 13.1% | $28.80万 | 加仓 |
| DFSE | DIMENSIONAL ETF TRUST | $247.79万 | 0.01% | 50,694 | 905 | 1.8% | $4.42万 | 加仓 |
| — | GRANITESHARES ETF TR | $247.12万 | 0.01% | 26,800 | 4,000 | 17.5% | $36.88万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $245.72万 | 0.01% | 20,770 | 5,685 | 37.7% | $67.26万 | 加仓 |
| PEY | INVESCO EXCHANGE TRADED FD T | $245.31万 | 0.01% | 105,830 | 41,673 | 65.0% | $96.60万 | 加仓 |
| HDV | ISHARES TR | $244.32万 | 0.01% | 89,134 | -3,556 | -3.8% | -$9.75万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $244.17万 | 0.01% | 7,092 | -2,805 | -28.3% | -$96.57万 | 减仓 |
| HUBB | HUBBELL INC | $243.16万 | 0.01% | 4,647 | -84 | -1.8% | -$4.40万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $242.93万 | 0.01% | 22,676 | 1,238 | 5.8% | $13.26万 | 加仓 |
| — | BEAZER HOMES USA INC | $242.03万 | 0.01% | 86,285 | -1,138 | -1.3% | -$3.19万 | 减仓 |