13F 机构持仓

Beverly Hills Private Wealth, LLC

BEVERLY HILLS CA · SEC CIK 0001965710

2026Q22026Q1 更早 9 个季度 🔒
$5.25亿2026Q2 申报市值
255持仓数
26.5%前十大占比 · 第一大 4.4%
20 / 114新建仓 / 清仓
申报市值走势$5.25亿2026Q2
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

AAPL 4.4%
NVDA 3.0%
AMZN 2.9%
MSFT 2.9%
VGIT 2.7%
JPM 2.6%
SCHW 2.2%
TSM 2.2%
V 1.9%
META 1.9%

2026Q2 买入最多 按季末市值估算

VST 加仓+$428.58万
AVALONBAY CMNTYS 加仓+$259.09万
VGIT 加仓+$224.36万
BEN 新建仓+$167.62万
AMP 新建仓+$161.68万

2026Q2 卖出最多 按季末市值估算

ACWI 重新持有-$2,016.45万
AAPL 减仓-$599.03万
PM 减仓-$499.51万
GLW 减仓-$437.61万
EXXON MOBIL CORP 清仓-$434.92万

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
— EXXON MOBIL CORP $00.00%0 -25,635-100.0% -$434.92万 清仓
QSR RESTAURANT BRANDS INTL INC $00.00%0 -18,861-100.0% -$139.38万 清仓
ACN ACCENTURE PLC IRELAND $00.00%0 -5,001-100.0% -$99.17万 清仓
AMT AMERICAN TOWER CORP $00.00%0 -5,082-100.0% -$87.71万 清仓
SPGI S&P GLOBAL INC $00.00%0 -1,985-100.0% -$84.44万 清仓
DHR DANAHER CORP DEL $00.00%0 -3,976-100.0% -$75.39万 清仓
CCI CROWN CASTLE INC $00.00%0 -9,177-100.0% -$74.62万 清仓
SNY SANOFI SA $00.00%0 -14,891-100.0% -$71.74万 清仓
ARES ARES MANAGEMENT CORPORATION $00.00%0 -6,435-100.0% -$70.21万 清仓
NDAQ NASDAQ INC $00.00%0 -7,636-100.0% -$64.82万 清仓
BTI BRITISH AMERN TOB PLC $00.00%0 -10,650-100.0% -$62.27万 清仓
ZTS ZOETIS INC $00.00%0 -5,074-100.0% -$59.98万 清仓
HII HUNTINGTON INGALLS INDS INC $00.00%0 -1,403-100.0% -$53.30万 清仓
TRP TC ENERGY CORP $00.00%0 -8,505-100.0% -$53.24万 清仓
LMT LOCKHEED MARTIN CORP $00.00%0 -879-100.0% -$53.11万 清仓
TDY TELEDYNE TECHNOLOGIES INC $00.00%0 -874-100.0% -$52.88万 清仓
— ISHARES TR $00.00%0 -56,522-100.0% -$51.83万 清仓
TSLA TESLA INC $00.00%0 -1,342-100.0% -$49.89万 清仓
DWX SPDR INDEX SHS FDS $00.00%0 -10,910-100.0% -$49.75万 清仓
AEP AMERICAN ELEC PWR CO INC $00.00%0 -3,788-100.0% -$49.65万 清仓
NGG NATIONAL GRID PLC $00.00%0 -5,848-100.0% -$49.48万 清仓
VIV TELEFONICA BRASIL SA $00.00%0 -30,090-100.0% -$47.87万 清仓
UL UNILEVER PLC $00.00%0 -8,379-100.0% -$47.74万 清仓
CBRE CBRE GROUP INC $00.00%0 -3,495-100.0% -$47.34万 清仓
SNOW SNOWFLAKE INC $00.00%0 -3,138-100.0% -$47.33万 清仓
RGA REINSURANCE GROUP AMER INC $00.00%0 -2,301-100.0% -$46.98万 清仓
SNA SNAP ON INC $00.00%0 -1,276-100.0% -$46.35万 清仓
PFE PFIZER INC $00.00%0 -16,264-100.0% -$45.67万 清仓
CCEP COCA-COLA EUROPACIFIC PARTNE $00.00%0 -5,022-100.0% -$45.53万 清仓
RY ROYAL BK CDA $00.00%0 -2,808-100.0% -$45.43万 清仓
GATX GATX CORP $00.00%0 -2,626-100.0% -$44.84万 清仓
MCHP MICROCHIP TECHNOLOGY INC. $00.00%0 -6,900-100.0% -$44.58万 清仓
HAS HASBRO INC $00.00%0 -4,562-100.0% -$42.70万 清仓
CRUS CIRRUS LOGIC INC $00.00%0 -2,887-100.0% -$41.75万 清仓
IVE ISHARES TR $00.00%0 -1,939-100.0% -$40.94万 清仓
DYNF BLACKROCK ETF TRUST $00.00%0 -6,951-100.0% -$40.44万 清仓
IRM IRON MTN INC DEL $00.00%0 -3,956-100.0% -$40.40万 清仓
MDT MEDTRONIC PLC $00.00%0 -4,526-100.0% -$39.22万 清仓
IEMG ISHARES INC $00.00%0 -5,602-100.0% -$39.07万 清仓
TAK TAKEDA PHARMACEUTICAL CO LTD $00.00%0 -19,973-100.0% -$36.99万 清仓
HXL HEXCEL CORP NEW $00.00%0 -4,442-100.0% -$35.95万 清仓
CM CANADIAN IMPERIAL BANK OF CO $00.00%0 -3,748-100.0% -$35.51万 清仓
FTS FORTIS INC $00.00%0 -6,293-100.0% -$35.11万 清仓
OKE ONEOK INC NEW $00.00%0 -3,881-100.0% -$35.08万 清仓
GD GENERAL DYNAMICS CORP $00.00%0 -1,019-100.0% -$34.98万 清仓
MPLX MPLX LP $00.00%0 -6,101-100.0% -$34.82万 清仓
BWA BORGWARNER INC $00.00%0 -6,381-100.0% -$34.62万 清仓
AMCR AMCOR PLC $00.00%0 -8,634-100.0% -$34.32万 清仓
HLI HOULIHAN LOKEY INC $00.00%0 -2,386-100.0% -$34.27万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -2,616-100.0% -$34.26万 清仓
KO COCA COLA CO $00.00%0 -4,491-100.0% -$34.16万 清仓
IVW ISHARES TR $00.00%0 -3,003-100.0% -$33.97万 清仓
SMFG SUMITOMO MITSUI FIN GRP INC $00.00%0 -17,177-100.0% -$33.92万 清仓
EFV ISHARES TR $00.00%0 -4,554-100.0% -$33.86万 清仓
— WEBSTER FINL CORP $00.00%0 -4,857-100.0% -$33.72万 清仓
NI NISOURCE INC $00.00%0 -7,162-100.0% -$33.42万 清仓
ALB ALBEMARLE CORP $00.00%0 -1,839-100.0% -$33.02万 清仓
DRI DARDEN RESTAURANTS INC $00.00%0 -1,681-100.0% -$32.95万 清仓
BBVA BANCO BILBAO VIZCAYA ARGENTA $00.00%0 -15,066-100.0% -$32.63万 清仓
MDU MDU RES GROUP INC $00.00%0 -15,748-100.0% -$32.63万 清仓
— HOLOGIC INC $00.00%0 -4,269-100.0% -$32.27万 清仓
NTR NUTRIEN LTD $00.00%0 -4,212-100.0% -$31.78万 清仓
MSM MSC INDL DIRECT INC $00.00%0 -3,406-100.0% -$31.43万 清仓
AVIG AMERICAN CENTY ETF TR $00.00%0 -7,556-100.0% -$31.39万 清仓
ARW ARROW ELECTRS INC $00.00%0 -2,185-100.0% -$31.34万 清仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $00.00%0 -18,390-100.0% -$31.21万 清仓
AOS SMITH A O CORP $00.00%0 -4,711-100.0% -$31.06万 清仓
USB US BANCORP $00.00%0 -5,861-100.0% -$30.48万 清仓
PBA PEMBINA PIPELINE CORP $00.00%0 -6,747-100.0% -$30.20万 清仓
BMO BANK MONTREAL MEDIUM $00.00%0 -2,217-100.0% -$30.00万 清仓
ASML ASML HLDG NV $00.00%0 -224-100.0% -$29.59万 清仓
EME EMCOR GROUP INC $00.00%0 -389-100.0% -$28.72万 清仓
— MFS INVT GRADE MUN TR $00.00%0 -35,345-100.0% -$28.24万 清仓
CME CME GROUP INC $00.00%0 -953-100.0% -$28.13万 清仓
GFI GOLD FIELDS LTD $00.00%0 -6,096-100.0% -$27.68万 清仓
MIDD MIDDLEBY CORP $00.00%0 -2,073-100.0% -$27.48万 清仓
DHI D R HORTON INC $00.00%0 -1,966-100.0% -$26.98万 清仓
QUAL ISHARES TR $00.00%0 -1,390-100.0% -$26.66万 清仓
WTFC WINTRUST FINL CORP $00.00%0 -1,917-100.0% -$26.63万 清仓
BVN COMPANIA DE MINAS BUENAVENTU $00.00%0 -7,300-100.0% -$26.31万 清仓
TM TOYOTA MOTOR CORP $00.00%0 -1,267-100.0% -$26.11万 清仓
CRL CHARLES RIV LABS INTL INC $00.00%0 -1,505-100.0% -$25.96万 清仓
CACI CACI INTL INC $00.00%0 -476-100.0% -$25.89万 清仓
EQNR EQUINOR ASA $00.00%0 -6,099-100.0% -$25.74万 清仓
AKAM AKAMAI TECHNOLOGIES INC $00.00%0 -2,234-100.0% -$25.66万 清仓
EWBC EAST WEST BANCORP INC $00.00%0 -2,402-100.0% -$25.64万 清仓
TFC TRUIST FINL CORP $00.00%0 -5,556-100.0% -$25.54万 清仓
VICI VICI PPTYS INC $00.00%0 -9,238-100.0% -$25.24万 清仓
HMY HARMONY GOLD MNG LTD $00.00%0 -15,232-100.0% -$23.41万 清仓
SON SONOCO PRODS CO $00.00%0 -4,318-100.0% -$23.36万 清仓
CBT CABOT CORP $00.00%0 -3,101-100.0% -$23.35万 清仓
NTAP NETAPP INC $00.00%0 -2,256-100.0% -$23.10万 清仓
QGEN QIAGEN NV $00.00%0 -5,728-100.0% -$22.94万 清仓
CGMS CAPITAL GRP FIXED INCM ETF T $00.00%0 -8,222-100.0% -$22.39万 清仓
BIO BIO RAD LABS INC $00.00%0 -803-100.0% -$22.38万 清仓
BOX BOX INC $00.00%0 -9,398-100.0% -$22.22万 清仓
CYD CHINA YUCHAI INTL LTD $00.00%0 -5,614-100.0% -$21.61万 清仓
BCS BARCLAYS PLC $00.00%0 -10,201-100.0% -$21.59万 清仓
IUSB ISHARES TR $00.00%0 -4,589-100.0% -$21.20万 清仓
WEX WEX INC $00.00%0 -1,382-100.0% -$21.15万 清仓