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 |
|---|---|---|---|---|---|---|---|---|
| VOO | VANGUARD INDEX FDS | $8.08亿 | 3.75% | 1,176,174 | 91,954 | 8.5% | $6,315.49万 | 加仓 |
| AAPL | APPLE INC | $6.24亿 | 2.89% | 2,155,331 | 12,685 | 0.6% | $367.02万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $5.16亿 | 2.39% | 2,578,864 | 253,351 | 10.9% | $5,069.30万 | 加仓 |
| IVV | ISHARES TR | $5.13亿 | 2.38% | 684,738 | -19,368 | -2.8% | -$1,450.45万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3.66亿 | 1.70% | 989,592 | -36,875 | -3.6% | -$1,364.52万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3.61亿 | 1.68% | 5,066,216 | 96,444 | 1.9% | $687.16万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $3.29亿 | 1.53% | 1,508,278 | 191,374 | 14.5% | $4,170.61万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $3.26亿 | 1.51% | 3,787,752 | 103,992 | 2.8% | $895.79万 | 加仓 |
| MSFT | MICROSOFT CORP | $3.26亿 | 1.51% | 874,315 | -16,747 | -1.9% | -$624.70万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $2.61亿 | 1.21% | 5,886,102 | -15,019 | -0.3% | -$66.62万 | 减仓 |
| VO | VANGUARD INDEX FDS | $2.54亿 | 1.18% | 3,154,240 | 185,452 | 6.2% | $1,494.19万 | 加仓 |
| LII | LENNOX INTL INC | $2.39亿 | 1.11% | 417,517 | 95 | 0.0% | $5.44万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $2.30亿 | 1.07% | 7,813,084 | 44,373 | 0.6% | $130.59万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.28亿 | 1.06% | 6,744,828 | 43,718 | 0.7% | $147.94万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2.21亿 | 1.03% | 3,009,938 | 410,612 | 15.8% | $3,014.30万 | 加仓 |
| GOOGL | ALPHABET INC | $2.18亿 | 1.01% | 608,734 | -8,723 | -1.4% | -$311.69万 | 减仓 |
| AMZN | AMAZON COM INC | $2.11亿 | 0.98% | 885,351 | -134,956 | -13.2% | -$3,216.46万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1.98亿 | 0.92% | 265,392 | -2,030 | -0.8% | -$151.60万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.92亿 | 0.89% | 384,143 | 28,068 | 7.9% | $1,404.47万 | 加仓 |
| QQQ | INVESCO QQQ TR | $1.85亿 | 0.86% | 251,670 | 32,626 | 14.9% | $2,402.62万 | 加仓 |
| IWF | ISHARES TR | $1.81亿 | 0.84% | 1,460,176 | 55,852 | 4.0% | $693.51万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1.65亿 | 0.76% | 3,897,346 | 181,906 | 4.9% | $767.83万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1.55亿 | 0.72% | 474,800 | 12,851 | 2.8% | $420.65万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $1.52亿 | 0.71% | 1,190,589 | 117,272 | 10.9% | $1,498.85万 | 加仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1.52亿 | 0.71% | 2,939,806 | 138,453 | 4.9% | $715.66万 | 加仓 |
| AGG | ISHARES TR | $1.51亿 | 0.70% | 1,529,585 | 18,330 | 1.2% | $181.43万 | 加仓 |
| AVGO | BROADCOM INC | $1.48亿 | 0.69% | 391,561 | 33,349 | 9.3% | $1,259.76万 | 加仓 |
| AVUS | AMERICAN CENTY ETF TR | $1.44亿 | 0.67% | 1,125,582 | 35,204 | 3.2% | $450.89万 | 加仓 |
| QUAL | ISHARES TR | $1.38亿 | 0.64% | 627,286 | 278,292 | 79.7% | $6,106.56万 | 加仓 |
| USMV | ISHARES TR | $1.37亿 | 0.64% | 1,419,542 | 63,372 | 4.7% | $611.29万 | 加仓 |
| SCHV | SCHWAB STRATEGIC TR | $1.36亿 | 0.63% | 3,917,972 | 44,859 | 1.2% | $156.15万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.28亿 | 0.59% | 220,339 | -21,895 | -9.0% | -$1,271.21万 | 减仓 |
| IJR | ISHARES TR | $1.27亿 | 0.59% | 854,136 | -34,027 | -3.8% | -$504.65万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $1.21亿 | 0.56% | 2,503,755 | 13,341 | 0.5% | $64.61万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $1.19亿 | 0.55% | 501,401 | 122,543 | 32.3% | $2,899.61万 | 加仓 |
| GOOG | ALPHABET INC | $1.18亿 | 0.55% | 334,171 | -31,758 | -8.7% | -$1,121.82万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1.16亿 | 0.54% | 1,944,050 | -63,981 | -3.2% | -$381.90万 | 减仓 |
| V | VISA INC | $1.10亿 | 0.51% | 319,231 | 3,405 | 1.1% | $116.81万 | 加仓 |
| DGRO | ISHARES TR | $1.09亿 | 0.51% | 1,441,791 | 47,394 | 3.4% | $359.20万 | 加仓 |
| IJH | ISHARES TR | $1.08亿 | 0.50% | 1,396,856 | -41,358 | -2.9% | -$318.91万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $1.06亿 | 0.49% | 1,965,098 | 561,806 | 40.0% | $3,034.88万 | 加仓 |
| META | META PLATFORMS INC | $1.05亿 | 0.49% | 186,949 | -85,009 | -31.3% | -$4,788.47万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $1.02亿 | 0.47% | 1,303,886 | 76,813 | 6.3% | $598.45万 | 加仓 |
| CVX | CHEVRON CORPORATION | $9,713.90万 | 0.45% | 586,022 | -26,914 | -4.4% | -$446.13万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $9,681.27万 | 0.45% | 3,653,308 | -34,041 | -0.9% | -$90.21万 | 减仓 |
| CAT | CATERPILLAR INC | $9,655.18万 | 0.45% | 90,687 | -3,299 | -3.5% | -$351.23万 | 减仓 |
| DFIC | DIMENSIONAL ETF TRUST | $9,617.17万 | 0.45% | 2,581,098 | -15,061 | -0.6% | -$56.12万 | 减仓 |
| IEFA | ISHARES TR | $9,536.50万 | 0.44% | 987,420 | 109,865 | 12.5% | $1,061.08万 | 加仓 |
| DFAI | DIMENSIONAL ETF TRUST | $9,444.50万 | 0.44% | 2,289,576 | 140,463 | 6.5% | $579.41万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $9,286.35万 | 0.43% | 365,648 | -649 | -0.2% | -$16.48万 | 减仓 |
| DFLV | DIMENSIONAL ETF TRUST | $9,142.97万 | 0.42% | 2,312,335 | 121,301 | 5.5% | $479.62万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $8,785.84万 | 0.41% | 3,171,782 | 46,029 | 1.5% | $127.50万 | 加仓 |
| IDEV | ISHARES TR | $8,720.18万 | 0.40% | 979,686 | -301,340 | -23.5% | -$2,682.23万 | 减仓 |
| MBB | ISHARES TR | $8,548.89万 | 0.40% | 904,453 | 26,823 | 3.1% | $253.53万 | 加仓 |
| MUB | ISHARES TR | $8,376.14万 | 0.39% | 778,307 | 22,229 | 2.9% | $239.23万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $8,301.48万 | 0.39% | 1,989,330 | 103,183 | 5.5% | $430.58万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $8,297.21万 | 0.39% | 243,306 | -4,329 | -1.7% | -$147.63万 | 减仓 |
| AVDE | AMERICAN CENTY ETF TR | $8,263.25万 | 0.38% | 926,373 | -7,992 | -0.9% | -$71.29万 | 减仓 |
| — | EXXON MOBIL CORP | $8,256.03万 | 0.38% | 603,864 | -18,150 | -2.9% | -$248.15万 | 减仓 |
| EFV | ISHARES TR | $8,193.66万 | 0.38% | 1,070,367 | 104,895 | 10.9% | $802.97万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $8,178.46万 | 0.38% | 1,405,234 | -37,410 | -2.6% | -$217.73万 | 减仓 |
| IEMG | ISHARES INC | $7,915.89万 | 0.37% | 955,564 | -261,243 | -21.5% | -$2,164.14万 | 减仓 |
| USIG | ISHARES TR | $7,708.58万 | 0.36% | 1,502,940 | -23,115 | -1.5% | -$118.56万 | 减仓 |
| DFUV | DIMENSIONAL ETF TRUST | $7,382.37万 | 0.34% | 1,342,005 | -31,471 | -2.3% | -$173.12万 | 减仓 |
| EFG | ISHARES TR | $7,369.48万 | 0.34% | 592,307 | 26,340 | 4.7% | $327.72万 | 加仓 |
| LLY | ELI LILLY & CO | $7,342.65万 | 0.34% | 61,241 | -815 | -1.3% | -$97.72万 | 减仓 |
| HAWX | ISHARES TR | $7,255.07万 | 0.34% | 1,560,237 | -11,674 | -0.7% | -$54.28万 | 减仓 |
| DFEM | DIMENSIONAL ETF TRUST | $7,224.26万 | 0.34% | 1,777,623 | 32,069 | 1.8% | $130.33万 | 加仓 |
| VB | VANGUARD INDEX FDS | $6,822.53万 | 0.32% | 225,077 | 64,941 | 40.6% | $1,968.49万 | 加仓 |
| EFA | ISHARES TR | $6,504.69万 | 0.30% | 626,173 | -16,461 | -2.6% | -$171.00万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $6,404.44万 | 0.30% | 781,601 | 58,276 | 8.1% | $477.51万 | 加仓 |
| DFGP | DIMENSIONAL ETF TRUST | $6,373.43万 | 0.30% | 1,170,296 | -14,160 | -1.2% | -$77.12万 | 减仓 |
| OEF | ISHARES TR | $6,352.91万 | 0.29% | 173,639 | 158,456 | 1,043.6% | $5,797.41万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $6,348.36万 | 0.29% | 742,585 | 12,768 | 1.7% | $109.15万 | 加仓 |
| IWD | ISHARES TR | $6,340.79万 | 0.29% | 261,551 | -77,176 | -22.8% | -$1,870.98万 | 减仓 |
| STIP | ISHARES TR | $6,308.57万 | 0.29% | 617,519 | -22,724 | -3.5% | -$232.15万 | 减仓 |
| VBK | VANGUARD INDEX FDS | $6,223.58万 | 0.29% | 170,183 | -1,573 | -0.9% | -$57.52万 | 减仓 |
| CSCO | CISCO SYS INC | $6,000.85万 | 0.28% | 510,885 | -1,460 | -0.3% | -$17.15万 | 减仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $5,987.05万 | 0.28% | 176,755 | 5,059 | 2.9% | $171.36万 | 加仓 |
| GLD | SPDR GOLD TR | $5,973.62万 | 0.28% | 162,159 | 10,743 | 7.1% | $395.75万 | 加仓 |
| FTNT | FORTINET INC | $5,858.84万 | 0.27% | 381,385 | -13,123 | -3.3% | -$201.60万 | 减仓 |
| IWB | ISHARES TR | $5,795.37万 | 0.27% | 141,523 | -4,876 | -3.3% | -$199.67万 | 减仓 |
| WMT | WALMART INC | $5,794.84万 | 0.27% | 511,640 | 14,164 | 2.8% | $160.42万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5,629.30万 | 0.26% | 482,498 | 229,423 | 90.7% | $2,676.68万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $5,579.55万 | 0.26% | 1,759,557 | -1,903 | -0.1% | -$6.03万 | 减仓 |
| ITOT | ISHARES TR | $5,552.04万 | 0.26% | 337,983 | 6,221 | 1.9% | $102.19万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $5,471.57万 | 0.25% | 1,484,018 | 1,168 | 0.1% | $4.31万 | 加仓 |
| DBEF | DBX ETF TR | $5,462.24万 | 0.25% | 999,862 | 45,784 | 4.8% | $250.12万 | 加仓 |
| IWV | ISHARES TR | $5,366.30万 | 0.25% | 125,851 | -15,595 | -11.0% | -$664.97万 | 减仓 |
| VTEB | VANGUARD MUN BD FDS | $5,349.49万 | 0.25% | 1,057,630 | 68,128 | 6.9% | $344.59万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $5,323.79万 | 0.25% | 336,885 | 69,642 | 26.1% | $1,100.55万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5,293.90万 | 0.25% | 188,254 | -38,283 | -16.9% | -$1,076.56万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $5,220.34万 | 0.24% | 785,013 | 32,362 | 4.3% | $215.21万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $5,180.75万 | 0.24% | 917,272 | 207,850 | 29.3% | $1,173.94万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $5,008.77万 | 0.23% | 53,536 | -998 | -1.8% | -$93.37万 | 减仓 |
| DFSD | DIMENSIONAL ETF TRUST | $4,994.14万 | 0.23% | 1,045,893 | 128,075 | 14.0% | $611.56万 | 加仓 |
| ABBV | ABBVIE INC | $4,926.12万 | 0.23% | 195,761 | -4,930 | -2.5% | -$124.06万 | 减仓 |
| HD | HOME DEPOT INC | $4,905.70万 | 0.23% | 139,098 | -30,542 | -18.0% | -$1,077.15万 | 减仓 |
| DFIP | DIMENSIONAL ETF TRUST | $4,876.99万 | 0.23% | 1,182,158 | 47,488 | 4.2% | $195.91万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $4,849.19万 | 0.23% | 227,908 | -55,225 | -19.5% | -$1,175.02万 | 减仓 |