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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP 看涨期权 | $40.60万 | 0.08% | 4,400 | 1,000 | 29.4% | $9.23万 | 加仓 |
| NVS | NOVARTIS AG | $40.68万 | 0.08% | 2,596 | -5,275 | -67.0% | -$82.66万 | 减仓 |
| MOG/A | MOOG INC | $40.69万 | 0.08% | 960 | -1,420 | -59.7% | -$60.19万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $40.86万 | 0.08% | 354 | 354 | — | $40.86万 | 新建仓 |
| ENB | ENBRIDGE INC | $40.98万 | 0.08% | 7,560 | -9,157 | -54.8% | -$49.64万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $41.37万 | 0.08% | 68,155 | 1,850 | 2.8% | $1.12万 | 加仓 |
| ROST | ROSS STORES INC | $42.89万 | 0.08% | 2,015 | -57 | -2.8% | -$1.21万 | 减仓 |
| WWD | WOODWARD INC | $43.35万 | 0.08% | 1,019 | -1,473 | -59.1% | -$62.67万 | 减仓 |
| UNP | UNION PAC CORP | $45.74万 | 0.09% | 1,682 | -2,298 | -57.7% | -$62.49万 | 减仓 |
| INDA | ISHARES TR | $46.40万 | 0.09% | 9,395 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $47.56万 | 0.09% | 6,328 | -345 | -5.2% | -$2.59万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $49.25万 | 0.09% | 11,939 | -12,236 | -50.6% | -$50.47万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $50.31万 | 0.10% | 3,019 | -3,603 | -54.4% | -$60.04万 | 减仓 |
| NFLX | NETFLIX INC. | $50.32万 | 0.10% | 7,048 | -2,188 | -23.7% | -$15.62万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $50.54万 | 0.10% | 1,531 | -112 | -6.8% | -$3.70万 | 减仓 |
| PLD | PROLOGIS INC. | $51.95万 | 0.10% | 3,834 | -7,426 | -66.0% | -$100.61万 | 减仓 |
| SHOP | SHOPIFY INC | $53.24万 | 0.10% | 4,663 | -248 | -5.0% | -$2.83万 | 减仓 |
| IBB | ISHARES TR | $53.65万 | 0.10% | 2,821 | -150 | -5.0% | -$2.85万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $54.04万 | 0.10% | 2,919 | -5,595 | -65.7% | -$103.58万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $55.73万 | 0.11% | 1,982 | -1,390 | -41.2% | -$39.09万 | 减仓 |
| GVA | GRANITE CONSTR INC | $56.27万 | 0.11% | 3,560 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $56.86万 | 0.11% | 797 | -2,743 | -77.5% | -$195.70万 | 减仓 |
| GE | GE AEROSPACE | $57.82万 | 0.11% | 1,547 | -205 | -11.7% | -$7.66万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $58.77万 | 0.11% | 5,037 | -360 | -6.7% | -$4.20万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $59.88万 | 0.11% | 6,822 | -15,040 | -68.8% | -$132.00万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.97万 | 0.11% | 803 | 11 | 1.4% | $8,215 | 加仓 |
| RTX | RTX CORPORATION | $60.71万 | 0.12% | 3,200 | -696 | -17.9% | -$13.21万 | 减仓 |
| ADI | ANALOG DEVICES INC | $61.22万 | 0.12% | 1,541 | -1,128 | -42.3% | -$44.81万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $61.82万 | 0.12% | 5,294 | -9,560 | -64.4% | -$111.63万 | 减仓 |
| UBS | UBS GROUP AG | $62.16万 | 0.12% | 12,543 | -412 | -3.2% | -$2.04万 | 减仓 |
| — | EL PASO ENERGY CAP TR I | $66.18万 | 0.13% | 13,107 | -56,739 | -81.2% | -$286.47万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $66.65万 | 0.13% | 712 | 3 | 0.4% | $2,808 | 加仓 |
| — | SERIES PORTFOLIOS TR | $66.65万 | 0.13% | 26,019 | -2,348 | -8.3% | -$6.01万 | 减仓 |
| IEF | ISHARES TR | $68.71万 | 0.13% | 7,265 | -1,300 | -15.2% | -$12.29万 | 减仓 |
| — | FIRST TR SR FLTG RATE INCOME | $68.80万 | 0.13% | 71,217 | 71,217 | — | $68.80万 | 新建仓 |
| IWF | ISHARES TR | $70.33万 | 0.13% | 5,664 | -388 | -6.4% | -$4.82万 | 减仓 |
| T | AT&T INC | $71.25万 | 0.14% | 34,421 | -15,662 | -31.3% | -$32.42万 | 减仓 |
| KLAC | KLA CORP | $71.25万 | 0.14% | 2,362 | -198 | -7.7% | -$5.97万 | 减仓 |
| MRK | MERCK & CO INC | $71.96万 | 0.14% | 5,600 | -8,299 | -59.7% | -$106.64万 | 减仓 |
| C | CITIGROUP INC | $72.27万 | 0.14% | 5,164 | -299 | -5.5% | -$4.18万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $72.69万 | 0.14% | 1,480 | -1,843 | -55.5% | -$90.52万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $72.99万 | 0.14% | 3,430 | 1,024 | 42.6% | $21.79万 | 加仓 |
| QQQ | INVESCO QQQ TR | $73.64万 | 0.14% | 1,000 | 90 | 9.9% | $6.63万 | 加仓 |
| D | DOMINION ENERGY INC | $74.46万 | 0.14% | 10,904 | -26,985 | -71.2% | -$184.27万 | 减仓 |
| INTC | INTEL CORP | $75.89万 | 0.14% | 5,435 | 52 | 1.0% | $7,261 | 加仓 |
| FAST | FASTENAL CO | $76.28万 | 0.15% | 15,881 | -25,164 | -61.3% | -$120.86万 | 减仓 |
| MO | ALTRIA GROUP INC | $77.61万 | 0.15% | 10,786 | -16,228 | -60.1% | -$116.76万 | 减仓 |
| TJX | TJX COS INC NEW | $77.62万 | 0.15% | 5,123 | -6,097 | -54.3% | -$92.37万 | 减仓 |
| DEO | DIAGEO PLC | $78.86万 | 0.15% | 9,811 | 1,327 | 15.6% | $10.67万 | 加仓 |
| — | SPECIAL OPPORTUNITIES FD INC | $79.53万 | 0.15% | 31,926 | -22 | -0.1% | -$548 | 减仓 |
| MXF | MEXICO FD INC | $80.22万 | 0.15% | 36,682 | 36,682 | — | $80.22万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $81.53万 | 0.16% | 3,732 | -6,069 | -61.9% | -$132.58万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $82.93万 | 0.16% | 1,997 | -2,218 | -52.6% | -$92.11万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $83.59万 | 0.16% | 45,111 | -250 | -0.6% | -$4,632 | 减仓 |
| AMGN | AMGEN INC | $84.70万 | 0.16% | 2,339 | -122 | -5.0% | -$4.42万 | 减仓 |
| QCOM | QUALCOMM INC | $86.23万 | 0.16% | 4,667 | -268 | -5.4% | -$4.95万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $88.71万 | 0.17% | 35,973 | -42,051 | -53.9% | -$103.70万 | 减仓 |
| CCAP | CRESCENT CAP BDC INC | $90.81万 | 0.17% | 83,161 | 28,499 | 52.1% | $31.12万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $91.44万 | 0.17% | 24,874 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $94.89万 | 0.18% | 5,382 | -8,787 | -62.0% | -$154.93万 | 减仓 |
| ETN | EATON CORP PLC | $97.72万 | 0.19% | 2,293 | -2,752 | -54.5% | -$117.28万 | 减仓 |
| AON | AON PLC | $98.08万 | 0.19% | 2,957 | 231 | 8.5% | $7.66万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $100.05万 | 0.19% | 5,000 | 5,000 | — | $100.05万 | 新建仓 |
| STEW | SRH TOTAL RETURN FUND INC | $106.26万 | 0.20% | 59,365 | 8,534 | 16.8% | $15.28万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $106.48万 | 0.20% | 2,073 | -1,852 | -47.2% | -$95.13万 | 减仓 |
| IEFA | ISHARES TR | $108.98万 | 0.21% | 11,284 | 553 | 5.2% | $5.34万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $111.10万 | 0.21% | 7,308 | 4,073 | 125.9% | $61.92万 | 加仓 |
| BAC | BANK OF AMER CORP | $111.73万 | 0.21% | 19,608 | -6,317 | -24.4% | -$35.99万 | 减仓 |
| WMT | WALMART INC | $112.66万 | 0.21% | 9,947 | -10,770 | -52.0% | -$121.98万 | 减仓 |
| LIN | LINDE PLC | $114.94万 | 0.22% | 2,215 | -1,996 | -47.4% | -$103.58万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $118.21万 | 0.23% | 3,495 | -3,200 | -47.8% | -$108.23万 | 减仓 |
| LOW | LOWES COS INC | $119.19万 | 0.23% | 5,406 | -8,170 | -60.2% | -$180.12万 | 减仓 |
| LLY | ELI LILLY & CO | $119.24万 | 0.23% | 994 | -134 | -11.9% | -$16.07万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $120.95万 | 0.23% | 4,471 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $121.03万 | 0.23% | 10,076 | 342 | 3.5% | $4.11万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $123.74万 | 0.24% | 3,934 | -6,180 | -61.1% | -$194.39万 | 减仓 |
| MS | MORGAN STANLEY | $126.67万 | 0.24% | 6,060 | -622 | -9.3% | -$13.00万 | 减仓 |
| MPC | MARATHON PETE CORP | $130.57万 | 0.25% | 5,107 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $131.46万 | 0.25% | 4,410 | -8,822 | -66.7% | -$262.97万 | 减仓 |
| EMBJ | EMBRAER S.A. | $135.09万 | 0.26% | 21,174 | -4,290 | -16.8% | -$27.37万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $136.36万 | 0.26% | 163,306 | 163,306 | — | $136.36万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $137.74万 | 0.26% | 31,898 | 3,228 | 11.3% | $13.94万 | 加仓 |
| SCHO | SCHWAB STRATEGIC TR | $138.37万 | 0.26% | 57,319 | 47,893 | 508.1% | $115.61万 | 加仓 |
| MCK | MCKESSON CORP | $141.83万 | 0.27% | 1,877 | 433 | 30.0% | $32.72万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $149.31万 | 0.28% | 4,029 | 29 | 0.7% | $1.07万 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW | $149.63万 | 0.29% | 48,129 | 48,129 | — | $149.63万 | 新建仓 |
| AIV | APARTMENT INVT & MGMT CO | $153.28万 | 0.29% | 516,105 | 19,047 | 3.8% | $5.66万 | 加仓 |
| ABBV | ABBVIE INC | $155.12万 | 0.30% | 6,164 | -6,310 | -50.6% | -$158.79万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $161.68万 | 0.31% | 3,524 | 3,524 | — | $161.68万 | 新建仓 |
| BEN | FRANKLIN RESOURCES INC | $167.62万 | 0.32% | 50,383 | 50,383 | — | $167.62万 | 新建仓 |
| GSK | GSK PLC | $174.04万 | 0.33% | 33,201 | -9,231 | -21.8% | -$48.39万 | 减仓 |
| BLK | BLACKROCK INC | $174.71万 | 0.33% | 1,817 | -1,539 | -45.9% | -$147.98万 | 减仓 |
| — | KIMCO REALTY CORP | $175.42万 | 0.33% | 28,089 | 1,969 | 7.5% | $12.30万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $185.32万 | 0.35% | 12,815 | -6,151 | -32.4% | -$88.95万 | 减仓 |
| MCD | MCDONALDS CORP | $185.68万 | 0.35% | 6,869 | -4,069 | -37.2% | -$109.99万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $187.89万 | 0.36% | 18,759 | -3,566 | -16.0% | -$35.72万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $188.94万 | 0.36% | 19,686 | -2,106 | -9.7% | -$20.21万 | 减仓 |
| CRC | CALIFORNIA RES CORP | $189.90万 | 0.36% | 35,918 | 6,435 | 21.8% | $34.02万 | 加仓 |
| NBXG | NEUBERGER NEXT GENERATION | $197.25万 | 0.38% | 119,258 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $200.87万 | 0.38% | 7,864 | -17,132 | -68.5% | -$437.61万 | 减仓 |