13F 机构持仓

Beacon Pointe Advisors, LLC

NEWPORT BEACH CA · SEC CIK 0001744317

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$215.49亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VOO 3.7%
AAPL 2.9%
NVDA 2.4%
IVV 2.4%
VTI 1.7%
VEA 1.7%
VTV 1.5%
VUG 1.5%
MSFT 1.5%
DIMENSIONAL ET 1.2%

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
EFAV ISHARES TR $241.15万0.01%27,494 2,1848.6% $19.16万 加仓
SRLN SSGA ACTIVE ETF TR $240.39万0.01%59,664 -1,264-2.1% -$5.09万 减仓
AIRR FIRST TR EXCHANGE TRADED FD $240.38万0.01%18,039 3,21121.7% $42.79万 加仓
GLDM WORLD GOLD TR $239.84万0.01%30,199 2,3128.3% $18.36万 加仓
FTSM FIRST TR EXCHANGE-TRADED FD $238.58万0.01%39,943 -1,127-2.7% -$6.73万 减仓
— AMERICAN CENTY ETF TR $237.92万0.01%46,487 2130.5% $1.09万 加仓
NOBL PROSHARES TR $237.59万0.01%42,306 31,524292.4% $177.04万 加仓
— INNOVATOR ETFS TRUST $237.57万0.01%78,031 2,1882.9% $6.66万 加仓
AMP AMERIPRISE FINL INC $237.05万0.01%5,167 -2,484-32.5% -$113.96万 减仓
BAUG INNOVATOR ETFS TRUST $235.79万0.01%43,979 -1,265-2.8% -$6.78万 减仓
BIP BROOKFIELD INFRASTRUCTURE PA $234.73万0.01%64,327 9461.5% $3.45万 加仓
BNY BANK OF NY MELLON CORP $234.72万0.01%16,232 -1,653-9.2% -$23.90万 减仓
VMRK EQUITY RESIDENTIAL $232.96万0.01%34,301 -193-0.6% -$1.31万 减仓
BFEB INNOVATOR ETFS TRUST $232.56万0.01%44,177 -2,912-6.2% -$15.33万 减仓
FBT FIRST TR EXCHANGE-TRADED FD $232.20万0.01%9,367 1,77923.4% $44.10万 加仓
EXPE EXPEDIA GROUP INC $231.87万0.01%9,062 -36,524-80.1% -$934.56万 减仓
PAVE GLOBAL X FDS $231.55万0.01%39,299 31,110379.9% $183.30万 加仓
SYY SYSCO CORP $231.30万0.01%27,679 2,95311.9% $24.68万 加仓
CVS CVS HEALTH CORP $230.27万0.01%22,276 -4,719-17.5% -$48.78万 减仓
HFSI HARTFORD FDS EXCHANGE TRADED $229.86万0.01%65,375 65,375— $229.86万 新建仓
— ALPS ETF TR $228.19万0.01%51,255 1,1742.3% $5.23万 加仓
SGOL ETFS GOLD TR $227.31万0.01%59,458 9,12318.1% $34.88万 加仓
IDXX IDEXX LABS INC $226.47万0.01%4,300 -1,562-26.6% -$82.27万 减仓
ICLN ISHARES TR $224.89万0.01%109,754 900.1% $1,844 加仓
FLOT ISHARES TR $222.58万0.01%43,600 35,625446.7% $181.87万 加仓
SPIB SPDR SERIES TRUST $221.63万0.01%66,238 14,74428.6% $49.33万 加仓
FTGC FIRST TR EXCHANGE TRAD FD VI $221.47万0.01%81,873 -2,297-2.7% -$6.21万 减仓
ETR ENTERGY CORP NEW $220.93万0.01%19,234 2681.4% $3.08万 加仓
KRC KILROY REALTY CORP $220.29万0.01%58,790 -4,548-7.2% -$17.04万 减仓
PEG PUBLIC SVC ENTERPRISE GROUP $219.31万0.01%27,021 -472-1.7% -$3.83万 减仓
NTAP NETAPP INC $216.89万0.01%14,015 -19,262-57.9% -$298.10万 减仓
DFAW DIMENSIONAL ETF TRUST $216.76万0.01%26,182 4711.8% $3.90万 加仓
NUMG NUSHARES ETF TR $216.57万0.01%46,117 -324-0.7% -$1.52万 减仓
RDVY FIRST TR EXCHANGE TRADED FD $216.31万0.01%26,685 1,7427.0% $14.12万 加仓
RF REGIONS FINANCIAL CORP NEW $215.81万0.01%71,456 40,114128.0% $121.15万 加仓
ARM ARM HOLDINGS PLC $215.76万0.01%6,085 -915-13.1% -$32.44万 减仓
NUE NUCOR CORP $215.54万0.01%9,684 -1,379-12.5% -$30.69万 减仓
ENFR ALPS ETF TR $213.60万0.01%56,064 22,58567.5% $86.05万 加仓
FDUS FIDUS INVT CORP $213.30万0.01%111,853 72,850186.8% $138.92万 加仓
FIW FIRST TR EXCHANGE-TRADED FD $213.02万0.01%19,450 11,555146.4% $126.55万 加仓
RWR SPDR SERIES TRUST $211.53万0.01%18,724 9045.1% $10.21万 加仓
BSCU INVESCO EXCH TRD SLF IDX FD $211.35万0.01%126,976 13,81912.2% $23.00万 加仓
EHC ENCOMPASS HEALTH CORP $211.02万0.01%20,877 920.4% $9,299 加仓
— INNOVATOR ETFS TRUST $210.52万0.01%90,954 2,3232.6% $5.38万 加仓
ADBE ADOBE INC $210.42万0.01%10,256 -4,078-28.4% -$83.67万 减仓
IVLU ISHARES TR $209.79万0.01%50,164 10,58726.8% $44.28万 加仓
RING ISHARES INC $209.57万0.01%32,441 -9,106-21.9% -$58.82万 减仓
SPY STATE STR SPDR S&P 500 ETF T 看涨期权 $209.10万0.01%2,800 00.0% — 不变
ON ON SEMICONDUCTOR CORP $208.94万0.01%22,100 18,629536.7% $176.12万 加仓
GWW WW GRAINGER INC $208.91万0.01%1,536 -84-5.2% -$11.42万 减仓
GOVT ISHARES TR $208.82万0.01%91,667 2,8863.3% $6.57万 加仓
ALK ALASKA AIR GROUP INC 看跌期权 $208.80万0.01%40,000 -90,000-69.2% -$469.80万 减仓
FYLD CAMBRIA ETF TR $208.76万0.01%57,210 28,855101.8% $105.29万 加仓
MDT MEDTRONIC PLC $206.48万0.01%26,375 -7,447-22.0% -$58.30万 减仓
VDC VANGUARD WORLD FD $206.44万0.01%9,155 -328-3.5% -$7.40万 减仓
BEN FRANKLIN RESOURCES INC $206.09万0.01%61,945 -2,209-3.4% -$7.35万 减仓
TMUS T-MOBILE US INC $205.55万0.01%12,255 1,25211.4% $21.00万 加仓
PAA PLAINS ALL AMERN PIPELINE L $204.97万0.01%92,081 -4,294-4.5% -$9.56万 减仓
CTAS CINTAS CORP $204.06万0.01%11,996 3,36339.0% $57.21万 加仓
CMCSA COMCAST CORP NEW $202.76万0.01%82,511 -12,551-13.2% -$30.84万 减仓
DFGX DIMENSIONAL ETF TRUST $202.72万0.01%37,825 -2,623-6.5% -$14.06万 减仓
THNQ EXCHANGE TRADED CONCEPTS TRU $202.68万0.01%22,221 1510.7% $1.38万 加仓
CAH CARDINAL HEALTH INC $201.64万0.01%8,488 -36-0.4% -$8,552 减仓
HWM HOWMET AEROSPACE INC $201.32万0.01%7,488 5257.5% $14.12万 加仓
SLB SLB LIMITED $201.16万0.01%43,270 -3,845-8.2% -$17.88万 减仓
— INVESCO EXCHANGE TRADED FD T $199.83万0.01%16,871 16,871— $199.83万 新建仓
AVRE AMERICAN CENTY ETF TR $199.09万0.01%42,019 -581-1.4% -$2.75万 减仓
ASML ASML HLDG NV 看涨期权 $198.94万0.01%1,000 00.0% — 不变
Q QNITY ELECTRONICS INC $197.83万0.01%12,124 1,0329.3% $16.84万 加仓
NVO NOVO-NORDISK A S $197.75万0.01%41,249 4,92513.6% $23.61万 加仓
— INNOVATOR ETFS TRUST $197.69万0.01%89,860 25,07138.7% $55.16万 加仓
EWC ISHARES INC $196.98万0.01%34,174 -2,477-6.8% -$14.28万 减仓
EIX EDISON INTL $196.43万0.01%26,383 4,42220.1% $32.92万 加仓
AGNC AGNC INVT CORP $196.24万0.01%180,036 12,1827.3% $13.28万 加仓
BJUN INNOVATOR ETFS TRUST $195.67万0.01%40,196 20,651105.7% $100.53万 加仓
IDU ISHARES TR $195.39万0.01%17,048 -1,934-10.2% -$22.17万 减仓
RSPT INVESCO EXCHANGE TRADED FD T $194.88万0.01%30,214 2,3298.4% $15.02万 加仓
IWC ISHARES TR $193.74万0.01%9,685 -3,071-24.1% -$61.43万 减仓
CSRE COHEN & STEERS ETF TRUST $193.32万0.01%68,119 68,119— $193.32万 新建仓
FRMI FERMI INC $193.28万0.01%211,002 211,002— $193.28万 新建仓
FIXD FIRST TR EXCHNG TRADED FD VI $193.26万0.01%44,315 -2,972-6.3% -$12.96万 减仓
BSCQ INVESCO EXCH TRD SLF IDX FD $193.01万0.01%98,854 1,7461.8% $3.41万 加仓
DAL DELTA AIR LINES INC $192.77万0.01%20,582 -2,753-11.8% -$25.78万 减仓
TD TORONTO DOMINION BK ONT $191.66万0.01%15,783 -294-1.8% -$3.57万 减仓
IHF ISHARES TR $191.35万0.01%34,584 -1,809-5.0% -$10.01万 减仓
— INVESCO EXCHANGE TRADED FD T $190.92万0.01%66,212 66,212— $190.92万 新建仓
WRB BERKLEY W R CORP $190.22万0.01%26,971 1260.5% $8,887 加仓
CSW CSW INDUSTRIALS INC $189.88万0.01%6,823 -6,679-49.5% -$185.88万 减仓
BP BP PLC $189.75万0.01%51,353 -2,759-5.1% -$10.19万 减仓
WULF TERAWULF INC $188.52万0.01%76,323 -102-0.1% -$2,519 减仓
NTRS NORTHERN TR CORP $188.44万0.01%10,843 1081.0% $1.88万 加仓
GBIL GOLDMAN SACHS ETF TR $188.11万0.01%18,781 -2,101-10.1% -$21.04万 减仓
BE BLOOM ENERGY CORP $187.73万0.01%6,202 4,852359.4% $146.87万 加仓
RACE FERRARI N V $186.08万0.01%4,998 -1,134-18.5% -$42.22万 减仓
BOCT INNOVATOR ETFS TRUST $185.69万0.01%35,022 -8,225-19.0% -$43.61万 减仓
IXJ ISHARES TR $185.15万0.01%18,820 -1,054-5.3% -$10.37万 减仓
EQT EQT CORP $183.11万0.01%34,438 -2,324-6.3% -$12.36万 减仓
IXN ISHARES TR $183.11万0.01%12,674 2311.9% $3.34万 加仓
CEG CONSTELLATION ENERGY CORP $182.92万0.01%7,358 2143.0% $5.32万 加仓
PHM PULTE GROUP INC $182.29万0.01%13,314 2922.2% $4.00万 加仓