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 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $58.25万 | 0.10% | 4,911 | -269 | -5.2% | -$3.19万 | 减仓 |
| ORCL | ORACLE CORP | $58.63万 | 0.10% | 3,986 | 18 | 0.5% | $2,648 | 加仓 |
| ZTS | ZOETIS INC | $59.98万 | 0.10% | 5,074 | 229 | 4.7% | $2.71万 | 重新持有 |
| C | CITIGROUP INC | $61.95万 | 0.10% | 5,463 | 681 | 14.2% | $7.72万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $62.27万 | 0.10% | 10,650 | 262 | 2.5% | $1.53万 | 加仓 |
| DEO | DIAGEO PLC | $63.16万 | 0.11% | 8,484 | 972 | 12.9% | $7.24万 | 加仓 |
| QCOM | QUALCOMM INC | $63.56万 | 0.11% | 4,935 | -65 | -1.3% | -$8,371 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $64.24万 | 0.11% | 26,979 | 753 | 2.9% | $1.79万 | 加仓 |
| IWF | ISHARES TR | $64.51万 | 0.11% | 1,513 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ INC | $64.82万 | 0.11% | 7,636 | -565 | -6.9% | -$4.80万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $65.12万 | 0.11% | 12,773 | 2,485 | 24.2% | $12.67万 | 加仓 |
| CCAP | CRESCENT CAP BDC INC | $66.41万 | 0.11% | 54,662 | 54,662 | — | $66.41万 | 新建仓 |
| SHEL | SHELL PLC | $68.76万 | 0.11% | 7,393 | -70 | -0.9% | -$6,510 | 减仓 |
| MOG/A | MOOG INC | $69.65万 | 0.12% | 2,380 | -129 | -5.1% | -$3.78万 | 减仓 |
| AROC | ARCHROCK INC | $69.84万 | 0.12% | 20,070 | -565 | -2.7% | -$1.97万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $70.21万 | 0.12% | 6,435 | 5,135 | 395.0% | $56.02万 | 加仓 |
| INTU | INTUIT | $70.41万 | 0.12% | 1,629 | 12 | 0.7% | $5,187 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $70.69万 | 0.12% | 709 | -178 | -20.1% | -$17.75万 | 减仓 |
| SNY | SANOFI SA | $71.74万 | 0.12% | 14,891 | 8,051 | 117.7% | $38.79万 | 加仓 |
| — | SERIES PORTFOLIOS TR | $72.53万 | 0.12% | 28,367 | 28,367 | — | $72.53万 | 新建仓 |
| CCI | CROWN CASTLE INC | $74.62万 | 0.12% | 9,177 | 6,497 | 242.4% | $52.83万 | 加仓 |
| RTX | RTX CORPORATION | $75.15万 | 0.13% | 3,896 | -1,724 | -30.7% | -$33.26万 | 减仓 |
| DHR | DANAHER CORP DEL | $75.39万 | 0.13% | 3,976 | 468 | 13.3% | $8.87万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $78.95万 | 0.13% | 5,397 | -4,282 | -44.2% | -$62.64万 | 减仓 |
| — | SPECIAL OPPORTUNITIES FD INC | $79.33万 | 0.13% | 31,948 | 22,251 | 229.5% | $55.25万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $81.73万 | 0.14% | 3,372 | -156 | -4.4% | -$3.78万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $81.74万 | 0.14% | 45,361 | -3,613 | -7.4% | -$6.51万 | 减仓 |
| IEF | ISHARES TR | $81.74万 | 0.14% | 8,565 | 8,565 | — | $81.74万 | 新建仓 |
| CF | CF INDUSTRIES HOLD | $82.53万 | 0.14% | 6,356 | 222 | 3.6% | $2.88万 | 加仓 |
| SPGI | S&P GLOBAL INC | $84.44万 | 0.14% | 1,985 | -141 | -6.6% | -$6.00万 | 减仓 |
| ADI | ANALOG DEVICES INC | $84.92万 | 0.14% | 2,669 | 81 | 3.1% | $2.58万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $86.06万 | 0.14% | 14,931 | 2,599 | 21.1% | $14.98万 | 加仓 |
| AMGN | AMGEN INC | $86.59万 | 0.14% | 2,461 | 530 | 27.4% | $18.65万 | 加仓 |
| STEW | SRH TOTAL RETURN FUND INC | $86.92万 | 0.14% | 50,831 | 21,742 | 74.7% | $37.18万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $87.71万 | 0.15% | 5,082 | -180 | -3.4% | -$3.11万 | 重新持有 |
| AON | AON PLC | $87.99万 | 0.15% | 2,726 | 321 | 13.3% | $10.36万 | 加仓 |
| NFLX | NETFLIX INC. | $88.80万 | 0.15% | 9,236 | 3,371 | 57.5% | $32.41万 | 加仓 |
| WWD | WOODWARD INC | $89.19万 | 0.15% | 2,492 | -126 | -4.8% | -$4.51万 | 减仓 |
| ENB | ENBRIDGE INC | $90.50万 | 0.15% | 16,717 | -125 | -0.7% | -$6,767 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $94.12万 | 0.16% | 24,874 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $94.19万 | 0.16% | 24,175 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $96.56万 | 0.16% | 3,980 | 75 | 1.9% | $1.82万 | 加仓 |
| TTE | TOTALENERGIES SE | $96.63万 | 0.16% | 10,621 | -48 | -0.4% | -$4,367 | 减仓 |
| IEFA | ISHARES TR | $97.15万 | 0.16% | 10,731 | 110 | 1.0% | $9,958 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $99.17万 | 0.17% | 5,001 | 703 | 16.4% | $13.94万 | 加仓 |
| LLY | ELI LILLY & CO | $103.76万 | 0.17% | 1,128 | -159 | -12.4% | -$14.63万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $109.54万 | 0.18% | 4,471 | -576 | -11.4% | -$14.11万 | 减仓 |
| MS | MORGAN STANLEY | $109.96万 | 0.18% | 6,682 | -1,615 | -19.5% | -$26.58万 | 减仓 |
| PCAR | PACCAR INC | $112.43万 | 0.19% | 9,734 | -8,653 | -47.1% | -$99.94万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $114.86万 | 0.19% | 6,622 | 22 | 0.3% | $3,816 | 加仓 |
| NVS | NOVARTIS AG | $120.23万 | 0.20% | 7,871 | 410 | 5.5% | $6.26万 | 加仓 |
| PAYX | PAYCHEX INC | $120.90万 | 0.20% | 13,124 | -151 | -1.1% | -$1.39万 | 减仓 |
| MPC | MARATHON PETE CORP | $124.70万 | 0.21% | 5,107 | -1,561 | -23.4% | -$38.12万 | 减仓 |
| MCK | MCKESSON CORP | $124.96万 | 0.21% | 1,444 | -187 | -11.5% | -$16.18万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $125.57万 | 0.21% | 12,230 | -1,187 | -8.8% | -$12.19万 | 减仓 |
| BAC | BANK AMERICA CORP | $126.38万 | 0.21% | 25,925 | -808 | -3.0% | -$3.94万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $129.67万 | 0.22% | 28,670 | 1,724 | 6.4% | $7.80万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $130.83万 | 0.22% | 4,000 | 206 | 5.4% | $6.74万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $133.97万 | 0.22% | 8,514 | -212 | -2.4% | -$3.34万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $138.49万 | 0.23% | 3,323 | -74 | -2.2% | -$3.08万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $139.38万 | 0.23% | 18,861 | 13,553 | 255.3% | $100.16万 | 加仓 |
| T | AT&T INC | $145.19万 | 0.24% | 50,083 | -14,700 | -22.7% | -$42.62万 | 减仓 |
| PLD | PROLOGIS INC. | $148.84万 | 0.25% | 11,260 | -945 | -7.7% | -$12.49万 | 减仓 |
| EMBJ | EMBRAER S.A. | $151.10万 | 0.25% | 25,464 | -866 | -3.3% | -$5.14万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $151.26万 | 0.25% | 9,216 | 1,350 | 17.2% | $22.16万 | 加仓 |
| — | HONEYWELL INTL INC | $152.54万 | 0.25% | 6,749 | 46 | 0.7% | $1.04万 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION | $153.48万 | 0.26% | 119,258 | 2,441 | 2.1% | $3.14万 | 加仓 |
| — | KIMCO REALTY CORP | $156.07万 | 0.26% | 26,120 | 2,089 | 8.7% | $12.48万 | 加仓 |
| MRK | MERCK & CO INC | $167.20万 | 0.28% | 13,899 | 8,347 | 150.3% | $100.41万 | 加仓 |
| PKG | PACKAGING CORP AMER | $169.09万 | 0.28% | 7,968 | -561 | -6.6% | -$11.91万 | 减仓 |
| HPQ | HP INC | $171.87万 | 0.29% | 89,471 | 14,246 | 18.9% | $27.37万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $171.96万 | 0.29% | 14,854 | -539 | -3.5% | -$6.24万 | 减仓 |
| CAT | CATERPILLAR INC | $173.47万 | 0.29% | 2,449 | 183 | 8.1% | $12.96万 | 加仓 |
| MO | ALTRIA GROUP INC | $178.27万 | 0.30% | 27,014 | -2,504 | -8.5% | -$16.52万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $178.41万 | 0.30% | 8,536 | -948 | -10.0% | -$19.81万 | 减仓 |
| APH | AMPHENOL CORP | $179.02万 | 0.30% | 14,169 | -1,508 | -9.6% | -$19.05万 | 减仓 |
| TJX | TJX COS INC NEW | $179.19万 | 0.30% | 11,220 | -1,171 | -9.5% | -$18.70万 | 减仓 |
| ETN | EATON CORP PLC | $180.45万 | 0.30% | 5,045 | -109 | -2.1% | -$3.90万 | 减仓 |
| SBUX | STARBUCKS CORP | $180.59万 | 0.30% | 20,158 | 10,760 | 114.5% | $96.40万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $182.94万 | 0.30% | 4,215 | -197 | -4.5% | -$8.55万 | 减仓 |
| NVO | NOVO-NORDISK A S | $185.01万 | 0.31% | 50,343 | 7,362 | 17.1% | $27.06万 | 加仓 |
| FAST | FASTENAL CO | $190.45万 | 0.32% | 41,045 | -5,393 | -11.6% | -$25.02万 | 减仓 |
| CMI | CUMMINS INC | $190.45万 | 0.32% | 3,540 | 653 | 22.6% | $35.13万 | 加仓 |
| PGR | PROGRESSIVE CORP | $194.29万 | 0.32% | 9,801 | -126 | -1.3% | -$2.50万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $194.36万 | 0.32% | 78,024 | 14,912 | 23.6% | $37.15万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $196.11万 | 0.33% | 3,925 | -276 | -6.6% | -$13.79万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $201.75万 | 0.34% | 6,945 | 5,594 | 414.1% | $162.50万 | 加仓 |
| OPY | OPPENHEIMER HLDGS INC | $202.17万 | 0.34% | 22,667 | 2,433 | 12.0% | $21.70万 | 加仓 |
| AIV | APARTMENT INVT & MGMT CO | $202.30万 | 0.34% | 497,058 | 166,436 | 50.3% | $67.74万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $202.52万 | 0.34% | 6,695 | -379 | -5.4% | -$11.46万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $203.06万 | 0.34% | 21,862 | -805 | -3.6% | -$7.48万 | 减仓 |
| CRC | CALIFORNIA RES CORP | $204.08万 | 0.34% | 29,483 | 29,483 | — | $204.08万 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $208.01万 | 0.35% | 12,734 | 9,388 | 280.6% | $153.35万 | 加仓 |
| LIN | LINDE PLC | $208.75万 | 0.35% | 4,211 | -423 | -9.1% | -$20.97万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.36% | 3 | 0 | 0.0% | — | 不变 |
| GBIL | GOLDMAN SACHS ETF TR | $223.68万 | 0.37% | 22,325 | -27,968 | -55.6% | -$280.21万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $225.00万 | 0.37% | 18,966 | 612 | 3.3% | $7.26万 | 加仓 |
| AMAT | APPLIED MATLS INC | $226.59万 | 0.38% | 6,629 | 41 | 0.6% | $1.40万 | 加仓 |
| — | EPR PPTYS | $231.62万 | 0.39% | 76,240 | 4,715 | 6.6% | $14.32万 | 加仓 |
| GSK | GSK PLC | $234.18万 | 0.39% | 42,432 | 5,209 | 14.0% | $28.75万 | 加仓 |