Beverly Hills Private Wealth, LLC
BEVERLY HILLS CA · SEC CIK 0001965710
$6.00亿2026Q1 申报市值
347持仓数
23.0%前十大占比 · 第一大 4.2%
25 / 20新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
V 加仓+$275.95万
MUC 新建仓+$261.72万
VGSH 加仓+$245.82万
CRC 新建仓+$204.08万
META 加仓+$199.79万
2026Q1 卖出最多 按季末市值估算
GBIL 减仓-$280.21万
EL PASO ENERGY C 减仓-$129.92万
KLAC 减仓-$129.37万
CVE 减仓-$129.15万
GRANITE REAL EST 清仓-$123.85万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| ACWI | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | GRANITE REAL ESTATE INVT TR | $0 | 0.00% | 0 | -20,924 | -100.0% | -$123.85万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -2,781 | -100.0% | -$51.13万 | 清仓 |
| CHTR | CHARTER COMMUNICATIONS INC N | $0 | 0.00% | 0 | -1,539 | -100.0% | -$32.13万 | 清仓 |
| IP | INTERNATIONAL PAPER CO 看跌期权 | $0 | 0.00% | 0 | -8,100 | -100.0% | -$31.91万 | 清仓 |
| SONY | SONY GROUP CORP | $0 | 0.00% | 0 | -12,249 | -100.0% | -$31.36万 | 清仓 |
| OEF | ISHARES TR | $0 | 0.00% | 0 | -876 | -100.0% | -$30.04万 | 清仓 |
| SE | SEA LTD | $0 | 0.00% | 0 | -2,207 | -100.0% | -$28.15万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -963 | -100.0% | -$24.77万 | 清仓 |
| ABVX | ABIVAX SA | $0 | 0.00% | 0 | -1,743 | -100.0% | -$23.51万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | -2,432 | -100.0% | -$23.19万 | 清仓 |
| BXP | BXP INC | $0 | 0.00% | 0 | -3,360 | -100.0% | -$22.67万 | 清仓 |
| O | REALTY INCOME CORP | $0 | 0.00% | 0 | -3,985 | -100.0% | -$22.46万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RYAAY | RYANAIR HOLDINGS PLC | $0 | 0.00% | 0 | -2,980 | -100.0% | -$21.51万 | 清仓 |
| TIGR | UP FINTECH HLDG LTD | $0 | 0.00% | 0 | -22,243 | -100.0% | -$21.26万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -958 | -100.0% | -$20.43万 | 清仓 |
| KVUE | KENVUE INC | $0 | 0.00% | 0 | -10,927 | -100.0% | -$18.85万 | 清仓 |
| AEG | AEGON LTD | $0 | 0.00% | 0 | -17,851 | -100.0% | -$13.76万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $0 | 0.00% | 0 | -500 | -100.0% | -$8.89万 | 清仓 |
| RLJ | RLJ LODGING TR | $0 | 0.00% | 0 | -10,419 | -100.0% | -$7.76万 | 清仓 |
| IP | INTERNATIONAL PAPER CO | $0 | 0.00% | 0 | -648 | -100.0% | -$2.55万 | 清仓 |
| PFF | ISHARES TR | $3,354 | 0.00% | 111 | 111 | — | $3,354 | 新建仓 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $1.58万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | BRAEMAR HOTELS & RESORTS INC | $2.63万 | 0.00% | 11,131 | 0 | 0.0% | — | 不变 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $2.84万 | 0.00% | 10,200 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION 看涨期权 | $4.14万 | 0.01% | 200 | 200 | — | $4.14万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL 看涨期权 | $4.44万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| — | SERITAGE GROWTH PPTYS | $4.78万 | 0.01% | 17,000 | 0 | 0.0% | — | 不变 |
| AVTR | AVANTOR INC | $11.10万 | 0.02% | 14,153 | 144 | 1.0% | $1,129 | 重新持有 |
| VLRS | CONTROLADORA VUELA COMP DE A | $11.58万 | 0.02% | 15,999 | 15,999 | — | $11.58万 | 新建仓 |
| TU | TELUS CORPORATION | $14.46万 | 0.02% | 11,271 | 194 | 1.8% | $2,489 | 重新持有 |
| KEP | KOREA ELEC PWR CORP | $15.18万 | 0.03% | 10,656 | -272 | -2.5% | -$3,876 | 减仓 |
| ERII | ENERGY RECOVERY INC | $15.21万 | 0.03% | 15,100 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INC | $16.15万 | 0.03% | 24,403 | -2,544 | -9.4% | -$1.68万 | 减仓 |
| CX | CEMEX SA EURO MTN BE 144A | $17.02万 | 0.03% | 14,878 | -3,986 | -21.1% | -$4.56万 | 减仓 |
| VNET | VNET GROUP INC | $17.29万 | 0.03% | 20,612 | -2,532 | -10.9% | -$2.12万 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $18.88万 | 0.03% | 15,325 | -3,774 | -19.8% | -$4.65万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $19.81万 | 0.03% | 13,100 | 13,100 | — | $19.81万 | 新建仓 |
| TLH | ISHARES TR | $20.05万 | 0.03% | 1,991 | 7 | 0.4% | $705 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $20.33万 | 0.03% | 1,181 | 90 | 8.2% | $1.55万 | 重新持有 |
| VDC | VANGUARD WORLD FD | $20.33万 | 0.03% | 905 | 905 | — | $20.33万 | 新建仓 |
| VV | VANGUARD INDEX FDS | $20.41万 | 0.03% | 683 | 683 | — | $20.41万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $20.56万 | 0.03% | 1,409 | -180 | -11.3% | -$2.63万 | 减仓 |
| EMN | EASTMAN CHEM CO | $20.63万 | 0.03% | 2,703 | 2,703 | — | $20.63万 | 新建仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $20.84万 | 0.03% | 4,258 | -212 | -4.7% | -$1.04万 | 减仓 |
| CDP | COPT DEFENSE PROPERTIES | $20.90万 | 0.03% | 6,831 | -408 | -5.6% | -$1.25万 | 减仓 |
| LAZ | LAZARD INC | $20.91万 | 0.03% | 4,921 | 318 | 6.9% | $1.35万 | 加仓 |
| LYG | LLOYDS BANKING GROUP PLC | $20.97万 | 0.03% | 41,680 | -3,615 | -8.0% | -$1.82万 | 减仓 |
| WEX | WEX INC | $21.15万 | 0.04% | 1,382 | -33 | -2.3% | -$5,050 | 重新持有 |
| IUSB | ISHARES TR | $21.20万 | 0.04% | 4,589 | -203 | -4.2% | -$9,377 | 减仓 |
| BOTZ | GLOBAL X FDS | $21.21万 | 0.04% | 6,385 | 0 | 0.0% | — | 不变 |
| BCS | BARCLAYS PLC | $21.59万 | 0.04% | 10,201 | -1,966 | -16.2% | -$4.16万 | 减仓 |
| CYD | CHINA YUCHAI INTL LTD | $21.61万 | 0.04% | 5,614 | -1,098 | -16.4% | -$4.23万 | 减仓 |
| BOX | BOX INC | $22.22万 | 0.04% | 9,398 | -687 | -6.8% | -$1.62万 | 减仓 |
| BIO | BIO RAD LABS INC | $22.38万 | 0.04% | 803 | -65 | -7.5% | -$1.81万 | 重新持有 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $22.39万 | 0.04% | 8,222 | 8,222 | — | $22.39万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $22.48万 | 0.04% | 2,390 | 30 | 1.3% | $2,822 | 加仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $22.58万 | 0.04% | 10,320 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR 看跌期权 | $22.74万 | 0.04% | 7,500 | 7,500 | — | $22.74万 | 新建仓 |
| SCHO | SCHWAB STRATEGIC TR | $22.88万 | 0.04% | 9,426 | 986 | 11.7% | $2.39万 | 加仓 |
| QGEN | QIAGEN NV | $22.94万 | 0.04% | 5,728 | 5,728 | — | $22.94万 | 新建仓 |
| NTAP | NETAPP INC | $23.10万 | 0.04% | 2,256 | -52 | -2.3% | -$5,324 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $23.30万 | 0.04% | 10,434 | 0 | 0.0% | — | 不变 |
| CBT | CABOT CORP | $23.35万 | 0.04% | 3,101 | -28 | -0.9% | -$2,109 | 减仓 |
| SON | SONOCO PRODS CO | $23.36万 | 0.04% | 4,318 | 4,318 | — | $23.36万 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $23.41万 | 0.04% | 15,232 | -2,860 | -15.8% | -$4.40万 | 减仓 |
| INTC | INTEL CORP | $23.75万 | 0.04% | 5,383 | 5,383 | — | $23.75万 | 新建仓 |
| IYW | ISHARES TR | $25.00万 | 0.04% | 1,378 | 0 | 0.0% | — | 不变 |
| SPDW | SPDR INDEX SHS FDS | $25.09万 | 0.04% | 5,497 | 0 | 0.0% | — | 不变 |
| ATFV | THE ALGER ETF TRUST | $25.19万 | 0.04% | 8,028 | -362 | -4.3% | -$1.14万 | 减仓 |
| VICI | VICI PPTYS INC | $25.24万 | 0.04% | 9,238 | -510 | -5.2% | -$1.39万 | 重新持有 |
| TFC | TRUIST FINL CORP | $25.54万 | 0.04% | 5,556 | -312 | -5.3% | -$1.43万 | 减仓 |
| EWBC | EAST WEST BANCORP INC | $25.64万 | 0.04% | 2,402 | -92 | -3.7% | -$9,822 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $25.66万 | 0.04% | 2,234 | 2,234 | — | $25.66万 | 新建仓 |
| EQNR | EQUINOR ASA | $25.74万 | 0.04% | 6,099 | 6,099 | — | $25.74万 | 新建仓 |
| CACI | CACI INTL INC | $25.89万 | 0.04% | 476 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $25.96万 | 0.04% | 1,505 | -7 | -0.5% | -$1,208 | 重新持有 |
| TM | TOYOTA MOTOR CORP | $26.11万 | 0.04% | 1,267 | -580 | -31.4% | -$11.95万 | 减仓 |
| RDNT | RADNET INC | $26.27万 | 0.04% | 4,700 | 0 | 0.0% | — | 不变 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $26.31万 | 0.04% | 7,300 | -1,662 | -18.5% | -$5.99万 | 减仓 |
| WTFC | WINTRUST FINL CORP | $26.63万 | 0.04% | 1,917 | -76 | -3.8% | -$1.06万 | 减仓 |
| QUAL | ISHARES TR | $26.66万 | 0.04% | 1,390 | 282 | 25.5% | $5.41万 | 加仓 |
| DHI | D R HORTON INC | $26.98万 | 0.04% | 1,966 | -252 | -11.4% | -$3.46万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $27.08万 | 0.05% | 1,875 | -1,175 | -38.5% | -$16.97万 | 减仓 |
| HSY | HERSHEY CO | $27.21万 | 0.05% | 1,309 | -255 | -16.3% | -$5.30万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $27.21万 | 0.05% | 1,086 | 1,086 | — | $27.21万 | 新建仓 |
| PDI | PIMCO DYNAMIC INCOME FD | $27.46万 | 0.05% | 16,049 | -600 | -3.6% | -$1.03万 | 减仓 |
| MIDD | MIDDLEBY CORP | $27.48万 | 0.05% | 2,073 | -241 | -10.4% | -$3.20万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $27.57万 | 0.05% | 2,858 | 140 | 5.2% | $1.35万 | 加仓 |
| GFI | GOLD FIELDS LTD | $27.68万 | 0.05% | 6,096 | -1,104 | -15.3% | -$5.01万 | 减仓 |
| CME | CME GROUP INC | $28.13万 | 0.05% | 953 | 22 | 2.4% | $6,495 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $28.19万 | 0.05% | 10,255 | 0 | 0.0% | — | 不变 |
| — | MFS INVT GRADE MUN TR | $28.24万 | 0.05% | 35,345 | 35,345 | — | $28.24万 | 新建仓 |
| SHY | ISHARES TR | $28.39万 | 0.05% | 3,439 | -2,713 | -44.1% | -$22.40万 | 减仓 |
| EME | EMCOR GROUP INC | $28.72万 | 0.05% | 389 | 20 | 5.4% | $1.48万 | 加仓 |
| AVEM | AMERICAN CENTY ETF TR | $28.95万 | 0.05% | 3,592 | -111 | -3.0% | -$8,945 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $29.23万 | 0.05% | 11,792 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $29.59万 | 0.05% | 224 | 224 | — | $29.59万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $30.00万 | 0.05% | 2,217 | -117 | -5.0% | -$1.58万 | 减仓 |