Beverly Hills Private Wealth, LLC
BEVERLY HILLS CA · SEC CIK 0001965710
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| LYG | LLOYDS BANKING GROUP PLC | $0 | 0.00% | 0 | -41,680 | -100.0% | -$20.97万 | 清仓 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | -4,921 | -100.0% | -$20.91万 | 清仓 |
| CDP | COPT DEFENSE PROPERTIES | $0 | 0.00% | 0 | -6,831 | -100.0% | -$20.90万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -2,703 | -100.0% | -$20.63万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,409 | -100.0% | -$20.56万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP | $0 | 0.00% | 0 | -1,181 | -100.0% | -$20.33万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -1,991 | -100.0% | -$20.05万 | 清仓 |
| SBSW | SIBANYE STILLWATER LTD | $0 | 0.00% | 0 | -15,325 | -100.0% | -$18.88万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -20,612 | -100.0% | -$17.29万 | 清仓 |
| CX | CEMEX SA EURO MTN BE 144A | $0 | 0.00% | 0 | -14,878 | -100.0% | -$17.02万 | 清仓 |
| KEP | KOREA ELEC PWR CORP | $0 | 0.00% | 0 | -10,656 | -100.0% | -$15.18万 | 清仓 |
| TU | TELUS CORPORATION | $0 | 0.00% | 0 | -11,271 | -100.0% | -$14.46万 | 清仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $0 | 0.00% | 0 | -15,999 | -100.0% | -$11.58万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -14,153 | -100.0% | -$11.10万 | 清仓 |
| PFF | ISHARES TR | $3,373 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $1.31万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| — | BRAEMAR HOTELS & RESORTS INC | $2.40万 | 0.00% | 11,131 | 0 | 0.0% | — | 不变 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $2.77万 | 0.01% | 10,200 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION 看涨期权 | $3.32万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| — | SERITAGE GROWTH PPTYS | $4.47万 | 0.01% | 17,000 | 0 | 0.0% | — | 不变 |
| MGM | MGM RESORTS INTERNATIONAL 看涨期权 | $5.26万 | 0.01% | 1,100 | -100 | -8.3% | -$4,781 | 减仓 |
| MFM | ABERDEEN MUN INCOME FD | $12.87万 | 0.02% | 22,900 | 22,900 | — | $12.87万 | 新建仓 |
| ERII | ENERGY RECOVERY INC | $13.62万 | 0.03% | 15,100 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INC | $16.14万 | 0.03% | 23,628 | -775 | -3.2% | -$5,293 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $18.30万 | 0.03% | 13,100 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $20.27万 | 0.04% | 351 | -636 | -64.4% | -$36.74万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $20.39万 | 0.04% | 2,157 | -2,752 | -56.1% | -$26.02万 | 减仓 |
| VDC | VANGUARD WORLD FD | $20.41万 | 0.04% | 905 | 0 | 0.0% | — | 不变 |
| TTE | TOTALENERGIES SE | $20.71万 | 0.04% | 2,663 | -7,958 | -74.9% | -$61.88万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $20.87万 | 0.04% | 965 | -1,430 | -59.7% | -$30.93万 | 减仓 |
| IWO | ISHARES TR | $20.88万 | 0.04% | 530 | 530 | — | $20.88万 | 新建仓 |
| IWD | ISHARES TR | $20.92万 | 0.04% | 863 | 863 | — | $20.92万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $21.10万 | 0.04% | 1,837 | -2,795 | -60.3% | -$32.10万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.36万 | 0.04% | 3,707 | -3,385 | -47.7% | -$19.50万 | 减仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $21.48万 | 0.04% | 4,173 | -85 | -2.0% | -$4,375 | 减仓 |
| PSA | PUBLIC STORAGE | $21.91万 | 0.04% | 688 | 688 | — | $21.91万 | 新建仓 |
| MET | METLIFE INC | $21.93万 | 0.04% | 2,592 | -3,289 | -55.9% | -$27.83万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $22.42万 | 0.04% | 162 | -247 | -60.4% | -$34.19万 | 减仓 |
| STM | STMICROELECTRONICS N V | $22.48万 | 0.04% | 3,002 | 3,002 | — | $22.48万 | 新建仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $22.57万 | 0.04% | 10,320 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $22.82万 | 0.04% | 1,301 | -8 | -0.6% | -$1,403 | 减仓 |
| PFF | ISHARES TR 看跌期权 | $22.87万 | 0.04% | 7,500 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $23.09万 | 0.04% | 13,824 | -2,225 | -13.9% | -$3.72万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $23.23万 | 0.04% | 10,434 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW | $23.24万 | 0.04% | 8,283 | -6,018 | -42.1% | -$16.89万 | 减仓 |
| VV | VANGUARD INDEX FDS | $23.49万 | 0.04% | 683 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $24.23万 | 0.05% | 6,385 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $24.67万 | 0.05% | 2,482 | 92 | 3.8% | $9,145 | 加仓 |
| SHY | ISHARES TR | $24.74万 | 0.05% | 3,014 | -425 | -12.4% | -$3.49万 | 减仓 |
| COP | CONOCOPHILLIPS | $25.07万 | 0.05% | 2,412 | -342 | -12.4% | -$3.56万 | 减仓 |
| SHEL | SHELL PLC | $25.08万 | 0.05% | 3,235 | -4,158 | -56.2% | -$32.24万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $25.48万 | 0.05% | 9,557 | 9,557 | — | $25.48万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $25.57万 | 0.05% | 1,200 | -444 | -27.0% | -$9.46万 | 减仓 |
| DVA | DAVITA INC | $26.34万 | 0.05% | 1,184 | -1,431 | -54.7% | -$31.84万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $26.49万 | 0.05% | 10,255 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $26.55万 | 0.05% | 1,811 | -64 | -3.4% | -$9,383 | 减仓 |
| MFC | MANULIFE FINL CORP | $26.78万 | 0.05% | 6,610 | -7,140 | -51.9% | -$28.92万 | 减仓 |
| IWB | ISHARES TR | $26.82万 | 0.05% | 655 | 655 | — | $26.82万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $26.84万 | 0.05% | 527 | -3,210 | -85.9% | -$163.49万 | 减仓 |
| MSCI | MSCI INC | $27.27万 | 0.05% | 487 | -202 | -29.3% | -$11.31万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $27.52万 | 0.05% | 10,935 | -857 | -7.3% | -$2.16万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $27.58万 | 0.05% | 1,447 | -80 | -5.2% | -$1.52万 | 重新持有 |
| SPDW | SPDR INDEX SHS FDS | $27.70万 | 0.05% | 5,497 | 0 | 0.0% | — | 不变 |
| JMST | J P MORGAN EXCHANGE TRADED F | $28.03万 | 0.05% | 5,496 | -7,277 | -57.0% | -$37.11万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.11万 | 0.05% | 1,272 | 1,272 | — | $28.11万 | 新建仓 |
| SYK | STRYKER CORPORATION | $28.43万 | 0.05% | 903 | -59 | -6.1% | -$1.86万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $28.66万 | 0.05% | 6,353 | -20,626 | -76.5% | -$93.05万 | 减仓 |
| RDNT | RADNET INC | $28.98万 | 0.06% | 4,700 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $29.03万 | 0.06% | 5,020 | -9,911 | -66.4% | -$57.32万 | 减仓 |
| FORM | FORMFACTOR INC | $29.14万 | 0.06% | 1,822 | -3,541 | -66.0% | -$56.63万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $29.49万 | 0.06% | 9,224 | -266 | -2.8% | -$8,504 | 减仓 |
| MBB | ISHARES TR | $29.90万 | 0.06% | 3,163 | -317 | -9.1% | -$3.00万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $30.35万 | 0.06% | 2,765 | -93 | -3.3% | -$1.02万 | 减仓 |
| ACWI | ISHARES TR | $30.45万 | 0.06% | 1,940 | -128,461 | -98.5% | -$2,016.45万 | 重新持有 |
| ORCL | ORACLE CORP | $30.71万 | 0.06% | 2,095 | -1,891 | -47.4% | -$27.72万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $30.90万 | 0.06% | 713 | 713 | — | $30.90万 | 新建仓 |
| HON | HONEYWELL INTL INC | $31.07万 | 0.06% | 1,388 | -5,361 | -79.4% | -$119.99万 | 减仓 |
| R | RYDER SYS INC | $31.55万 | 0.06% | 1,196 | -1,588 | -57.0% | -$41.89万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $32.43万 | 0.06% | 1,106 | -5,839 | -84.1% | -$171.20万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $32.44万 | 0.06% | 1,488 | -300 | -16.8% | -$6.54万 | 减仓 |
| MELI | MERCADOLIBRE INC | $32.93万 | 0.06% | 194 | -6 | -3.0% | -$1.02万 | 减仓 |
| AROC | ARCHROCK INC | $33.07万 | 0.06% | 8,124 | -11,946 | -59.5% | -$48.63万 | 减仓 |
| ATFV | THE ALGER ETF TRUST | $33.15万 | 0.06% | 8,003 | -25 | -0.3% | -$1,035 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $33.31万 | 0.06% | 995 | -91 | -8.4% | -$3.05万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $33.56万 | 0.06% | 3,100 | -3,256 | -51.2% | -$35.25万 | 减仓 |
| AVEM | AMERICAN CENTY ETF TR | $33.70万 | 0.06% | 3,492 | -100 | -2.8% | -$9,650 | 减仓 |
| — | BANK OF AMER CORP | $33.99万 | 0.06% | 271 | 271 | — | $33.99万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $34.68万 | 0.07% | 597 | 597 | — | $34.68万 | 新建仓 |
| IYW | ISHARES TR | $34.75万 | 0.07% | 1,378 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $35.05万 | 0.07% | 3,388 | -4,522 | -57.2% | -$46.79万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $35.60万 | 0.07% | 4,376 | -7 | -0.2% | -$569 | 减仓 |
| SBUX | STARBUCKS CORP | $35.70万 | 0.07% | 3,494 | -16,664 | -82.7% | -$170.27万 | 减仓 |
| HD | HOME DEPOT INC | $36.43万 | 0.07% | 1,033 | -536 | -34.2% | -$18.90万 | 减仓 |
| PAYX | PAYCHEX INC | $36.61万 | 0.07% | 3,723 | -9,401 | -71.6% | -$92.44万 | 减仓 |
| B | BARRICK MNG CORP | $37.11万 | 0.07% | 10,102 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $37.22万 | 0.07% | 317 | -33 | -9.4% | -$3.88万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $37.69万 | 0.07% | 4,153 | -8,077 | -66.0% | -$73.29万 | 减仓 |
| DIS | DISNEY WALT CO | $39.04万 | 0.07% | 4,056 | -155 | -3.7% | -$1.49万 | 减仓 |
| GLD | SPDR GOLD TR | $39.56万 | 0.08% | 1,074 | -2 | -0.2% | -$737 | 减仓 |
| INTU | INTUIT | $39.92万 | 0.08% | 1,530 | -99 | -6.1% | -$2.58万 | 减仓 |