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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -25,635 | -100.0% | -$434.92万 | 清仓 |
| QSR | RESTAURANT BRANDS INTL INC | $0 | 0.00% | 0 | -18,861 | -100.0% | -$139.38万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -5,001 | -100.0% | -$99.17万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -5,082 | -100.0% | -$87.71万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -1,985 | -100.0% | -$84.44万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -3,976 | -100.0% | -$75.39万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -9,177 | -100.0% | -$74.62万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -14,891 | -100.0% | -$71.74万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -6,435 | -100.0% | -$70.21万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -7,636 | -100.0% | -$64.82万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -10,650 | -100.0% | -$62.27万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -5,074 | -100.0% | -$59.98万 | 清仓 |
| HII | HUNTINGTON INGALLS INDS INC | $0 | 0.00% | 0 | -1,403 | -100.0% | -$53.30万 | 清仓 |
| TRP | TC ENERGY CORP | $0 | 0.00% | 0 | -8,505 | -100.0% | -$53.24万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -879 | -100.0% | -$53.11万 | 清仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $0 | 0.00% | 0 | -874 | -100.0% | -$52.88万 | 清仓 |
| — | ISHARES TR | $0 | 0.00% | 0 | -56,522 | -100.0% | -$51.83万 | 清仓 |
| TSLA | TESLA INC | $0 | 0.00% | 0 | -1,342 | -100.0% | -$49.89万 | 清仓 |
| DWX | SPDR INDEX SHS FDS | $0 | 0.00% | 0 | -10,910 | -100.0% | -$49.75万 | 清仓 |
| AEP | AMERICAN ELEC PWR CO INC | $0 | 0.00% | 0 | -3,788 | -100.0% | -$49.65万 | 清仓 |
| NGG | NATIONAL GRID PLC | $0 | 0.00% | 0 | -5,848 | -100.0% | -$49.48万 | 清仓 |
| VIV | TELEFONICA BRASIL SA | $0 | 0.00% | 0 | -30,090 | -100.0% | -$47.87万 | 清仓 |
| UL | UNILEVER PLC | $0 | 0.00% | 0 | -8,379 | -100.0% | -$47.74万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -3,495 | -100.0% | -$47.34万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -3,138 | -100.0% | -$47.33万 | 清仓 |
| RGA | REINSURANCE GROUP AMER INC | $0 | 0.00% | 0 | -2,301 | -100.0% | -$46.98万 | 清仓 |
| SNA | SNAP ON INC | $0 | 0.00% | 0 | -1,276 | -100.0% | -$46.35万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -16,264 | -100.0% | -$45.67万 | 清仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $0 | 0.00% | 0 | -5,022 | -100.0% | -$45.53万 | 清仓 |
| RY | ROYAL BK CDA | $0 | 0.00% | 0 | -2,808 | -100.0% | -$45.43万 | 清仓 |
| GATX | GATX CORP | $0 | 0.00% | 0 | -2,626 | -100.0% | -$44.84万 | 清仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $0 | 0.00% | 0 | -6,900 | -100.0% | -$44.58万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -4,562 | -100.0% | -$42.70万 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -2,887 | -100.0% | -$41.75万 | 清仓 |
| IVE | ISHARES TR | $0 | 0.00% | 0 | -1,939 | -100.0% | -$40.94万 | 清仓 |
| DYNF | BLACKROCK ETF TRUST | $0 | 0.00% | 0 | -6,951 | -100.0% | -$40.44万 | 清仓 |
| IRM | IRON MTN INC DEL | $0 | 0.00% | 0 | -3,956 | -100.0% | -$40.40万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -4,526 | -100.0% | -$39.22万 | 清仓 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -5,602 | -100.0% | -$39.07万 | 清仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $0 | 0.00% | 0 | -19,973 | -100.0% | -$36.99万 | 清仓 |
| HXL | HEXCEL CORP NEW | $0 | 0.00% | 0 | -4,442 | -100.0% | -$35.95万 | 清仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $0 | 0.00% | 0 | -3,748 | -100.0% | -$35.51万 | 清仓 |
| FTS | FORTIS INC | $0 | 0.00% | 0 | -6,293 | -100.0% | -$35.11万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -3,881 | -100.0% | -$35.08万 | 清仓 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | -1,019 | -100.0% | -$34.98万 | 清仓 |
| MPLX | MPLX LP | $0 | 0.00% | 0 | -6,101 | -100.0% | -$34.82万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -6,381 | -100.0% | -$34.62万 | 清仓 |
| AMCR | AMCOR PLC | $0 | 0.00% | 0 | -8,634 | -100.0% | -$34.32万 | 清仓 |
| HLI | HOULIHAN LOKEY INC | $0 | 0.00% | 0 | -2,386 | -100.0% | -$34.27万 | 清仓 |
| DUK | DUKE ENERGY CORP NEW | $0 | 0.00% | 0 | -2,616 | -100.0% | -$34.26万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -4,491 | -100.0% | -$34.16万 | 清仓 |
| IVW | ISHARES TR | $0 | 0.00% | 0 | -3,003 | -100.0% | -$33.97万 | 清仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $0 | 0.00% | 0 | -17,177 | -100.0% | -$33.92万 | 清仓 |
| EFV | ISHARES TR | $0 | 0.00% | 0 | -4,554 | -100.0% | -$33.86万 | 清仓 |
| — | WEBSTER FINL CORP | $0 | 0.00% | 0 | -4,857 | -100.0% | -$33.72万 | 清仓 |
| NI | NISOURCE INC | $0 | 0.00% | 0 | -7,162 | -100.0% | -$33.42万 | 清仓 |
| ALB | ALBEMARLE CORP | $0 | 0.00% | 0 | -1,839 | -100.0% | -$33.02万 | 清仓 |
| DRI | DARDEN RESTAURANTS INC | $0 | 0.00% | 0 | -1,681 | -100.0% | -$32.95万 | 清仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $0 | 0.00% | 0 | -15,066 | -100.0% | -$32.63万 | 清仓 |
| MDU | MDU RES GROUP INC | $0 | 0.00% | 0 | -15,748 | -100.0% | -$32.63万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -4,269 | -100.0% | -$32.27万 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -4,212 | -100.0% | -$31.78万 | 清仓 |
| MSM | MSC INDL DIRECT INC | $0 | 0.00% | 0 | -3,406 | -100.0% | -$31.43万 | 清仓 |
| AVIG | AMERICAN CENTY ETF TR | $0 | 0.00% | 0 | -7,556 | -100.0% | -$31.39万 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -2,185 | -100.0% | -$31.34万 | 清仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $0 | 0.00% | 0 | -18,390 | -100.0% | -$31.21万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -4,711 | -100.0% | -$31.06万 | 清仓 |
| USB | US BANCORP | $0 | 0.00% | 0 | -5,861 | -100.0% | -$30.48万 | 清仓 |
| PBA | PEMBINA PIPELINE CORP | $0 | 0.00% | 0 | -6,747 | -100.0% | -$30.20万 | 清仓 |
| BMO | BANK MONTREAL MEDIUM | $0 | 0.00% | 0 | -2,217 | -100.0% | -$30.00万 | 清仓 |
| ASML | ASML HLDG NV | $0 | 0.00% | 0 | -224 | -100.0% | -$29.59万 | 清仓 |
| EME | EMCOR GROUP INC | $0 | 0.00% | 0 | -389 | -100.0% | -$28.72万 | 清仓 |
| — | MFS INVT GRADE MUN TR | $0 | 0.00% | 0 | -35,345 | -100.0% | -$28.24万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -953 | -100.0% | -$28.13万 | 清仓 |
| GFI | GOLD FIELDS LTD | $0 | 0.00% | 0 | -6,096 | -100.0% | -$27.68万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -2,073 | -100.0% | -$27.48万 | 清仓 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -1,966 | -100.0% | -$26.98万 | 清仓 |
| QUAL | ISHARES TR | $0 | 0.00% | 0 | -1,390 | -100.0% | -$26.66万 | 清仓 |
| WTFC | WINTRUST FINL CORP | $0 | 0.00% | 0 | -1,917 | -100.0% | -$26.63万 | 清仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $0 | 0.00% | 0 | -7,300 | -100.0% | -$26.31万 | 清仓 |
| TM | TOYOTA MOTOR CORP | $0 | 0.00% | 0 | -1,267 | -100.0% | -$26.11万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -1,505 | -100.0% | -$25.96万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -476 | -100.0% | -$25.89万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -6,099 | -100.0% | -$25.74万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,234 | -100.0% | -$25.66万 | 清仓 |
| EWBC | EAST WEST BANCORP INC | $0 | 0.00% | 0 | -2,402 | -100.0% | -$25.64万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -5,556 | -100.0% | -$25.54万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -9,238 | -100.0% | -$25.24万 | 清仓 |
| HMY | HARMONY GOLD MNG LTD | $0 | 0.00% | 0 | -15,232 | -100.0% | -$23.41万 | 清仓 |
| SON | SONOCO PRODS CO | $0 | 0.00% | 0 | -4,318 | -100.0% | -$23.36万 | 清仓 |
| CBT | CABOT CORP | $0 | 0.00% | 0 | -3,101 | -100.0% | -$23.35万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -2,256 | -100.0% | -$23.10万 | 清仓 |
| QGEN | QIAGEN NV | $0 | 0.00% | 0 | -5,728 | -100.0% | -$22.94万 | 清仓 |
| CGMS | CAPITAL GRP FIXED INCM ETF T | $0 | 0.00% | 0 | -8,222 | -100.0% | -$22.39万 | 清仓 |
| BIO | BIO RAD LABS INC | $0 | 0.00% | 0 | -803 | -100.0% | -$22.38万 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -9,398 | -100.0% | -$22.22万 | 清仓 |
| CYD | CHINA YUCHAI INTL LTD | $0 | 0.00% | 0 | -5,614 | -100.0% | -$21.61万 | 清仓 |
| BCS | BARCLAYS PLC | $0 | 0.00% | 0 | -10,201 | -100.0% | -$21.59万 | 清仓 |
| IUSB | ISHARES TR | $0 | 0.00% | 0 | -4,589 | -100.0% | -$21.20万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -1,382 | -100.0% | -$21.15万 | 清仓 |