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 |
|---|---|---|---|---|---|---|---|---|
| WMT | WALMART INC | $112.66万 | 0.21% | 9,947 | -10,770 | -52.0% | -$121.98万 | 减仓 |
| BAC | BANK OF AMER CORP | $111.73万 | 0.21% | 19,608 | -6,317 | -24.4% | -$35.99万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $111.10万 | 0.21% | 7,308 | 4,073 | 125.9% | $61.92万 | 加仓 |
| IEFA | ISHARES TR | $108.98万 | 0.21% | 11,284 | 553 | 5.2% | $5.34万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $106.48万 | 0.20% | 2,073 | -1,852 | -47.2% | -$95.13万 | 减仓 |
| STEW | SRH TOTAL RETURN FUND INC | $106.26万 | 0.20% | 59,365 | 8,534 | 16.8% | $15.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $100.05万 | 0.19% | 5,000 | 5,000 | — | $100.05万 | 新建仓 |
| AON | AON PLC | $98.08万 | 0.19% | 2,957 | 231 | 8.5% | $7.66万 | 加仓 |
| ETN | EATON CORP PLC | $97.72万 | 0.19% | 2,293 | -2,752 | -54.5% | -$117.28万 | 减仓 |
| APH | AMPHENOL CORP | $94.89万 | 0.18% | 5,382 | -8,787 | -62.0% | -$154.93万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $91.44万 | 0.17% | 24,874 | 0 | 0.0% | — | 不变 |
| CCAP | CRESCENT CAP BDC INC | $90.81万 | 0.17% | 83,161 | 28,499 | 52.1% | $31.12万 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $88.71万 | 0.17% | 35,973 | -42,051 | -53.9% | -$103.70万 | 减仓 |
| QCOM | QUALCOMM INC | $86.23万 | 0.16% | 4,667 | -268 | -5.4% | -$4.95万 | 减仓 |
| AMGN | AMGEN INC | $84.70万 | 0.16% | 2,339 | -122 | -5.0% | -$4.42万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $83.59万 | 0.16% | 45,111 | -250 | -0.6% | -$4,632 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $82.93万 | 0.16% | 1,997 | -2,218 | -52.6% | -$92.11万 | 减仓 |
| PGR | PROGRESSIVE CORP | $81.53万 | 0.16% | 3,732 | -6,069 | -61.9% | -$132.58万 | 减仓 |
| MXF | MEXICO FD INC | $80.22万 | 0.15% | 36,682 | 36,682 | — | $80.22万 | 新建仓 |
| — | SPECIAL OPPORTUNITIES FD INC | $79.53万 | 0.15% | 31,926 | -22 | -0.1% | -$548 | 减仓 |
| DEO | DIAGEO PLC | $78.86万 | 0.15% | 9,811 | 1,327 | 15.6% | $10.67万 | 加仓 |
| TJX | TJX COS INC NEW | $77.62万 | 0.15% | 5,123 | -6,097 | -54.3% | -$92.37万 | 减仓 |
| MO | ALTRIA GROUP INC | $77.61万 | 0.15% | 10,786 | -16,228 | -60.1% | -$116.76万 | 减仓 |
| FAST | FASTENAL CO | $76.28万 | 0.15% | 15,881 | -25,164 | -61.3% | -$120.86万 | 减仓 |
| INTC | INTEL CORP | $75.89万 | 0.14% | 5,435 | 52 | 1.0% | $7,261 | 加仓 |
| D | DOMINION ENERGY INC | $74.46万 | 0.14% | 10,904 | -26,985 | -71.2% | -$184.27万 | 减仓 |
| QQQ | INVESCO QQQ TR | $73.64万 | 0.14% | 1,000 | 90 | 9.9% | $6.63万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $72.99万 | 0.14% | 3,430 | 1,024 | 42.6% | $21.79万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $72.69万 | 0.14% | 1,480 | -1,843 | -55.5% | -$90.52万 | 减仓 |
| C | CITIGROUP INC | $72.27万 | 0.14% | 5,164 | -299 | -5.5% | -$4.18万 | 减仓 |
| MRK | MERCK & CO INC | $71.96万 | 0.14% | 5,600 | -8,299 | -59.7% | -$106.64万 | 减仓 |
| KLAC | KLA CORP | $71.25万 | 0.14% | 2,362 | -198 | -7.7% | -$5.97万 | 减仓 |
| T | AT&T INC | $71.25万 | 0.14% | 34,421 | -15,662 | -31.3% | -$32.42万 | 减仓 |
| IWF | ISHARES TR | $70.33万 | 0.13% | 5,664 | -388 | -6.4% | -$4.82万 | 减仓 |
| — | FIRST TR SR FLTG RATE INCOME | $68.80万 | 0.13% | 71,217 | 71,217 | — | $68.80万 | 新建仓 |
| IEF | ISHARES TR | $68.71万 | 0.13% | 7,265 | -1,300 | -15.2% | -$12.29万 | 减仓 |
| — | SERIES PORTFOLIOS TR | $66.65万 | 0.13% | 26,019 | -2,348 | -8.3% | -$6.01万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $66.65万 | 0.13% | 712 | 3 | 0.4% | $2,808 | 加仓 |
| — | EL PASO ENERGY CAP TR I | $66.18万 | 0.13% | 13,107 | -56,739 | -81.2% | -$286.47万 | 减仓 |
| UBS | UBS GROUP AG | $62.16万 | 0.12% | 12,543 | -412 | -3.2% | -$2.04万 | 减仓 |
| WEC | WEC ENERGY GROUP INC | $61.82万 | 0.12% | 5,294 | -9,560 | -64.4% | -$111.63万 | 减仓 |
| ADI | ANALOG DEVICES INC | $61.22万 | 0.12% | 1,541 | -1,128 | -42.3% | -$44.81万 | 减仓 |
| RTX | RTX CORPORATION | $60.71万 | 0.12% | 3,200 | -696 | -17.9% | -$13.21万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.97万 | 0.11% | 803 | 11 | 1.4% | $8,215 | 加仓 |
| NEE | NEXTERA ENERGY INC | $59.88万 | 0.11% | 6,822 | -15,040 | -68.8% | -$132.00万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $58.77万 | 0.11% | 5,037 | -360 | -6.7% | -$4.20万 | 减仓 |
| GE | GE AEROSPACE | $57.82万 | 0.11% | 1,547 | -205 | -11.7% | -$7.66万 | 减仓 |
| CMI | CUMMINS INC | $56.86万 | 0.11% | 797 | -2,743 | -77.5% | -$195.70万 | 减仓 |
| GVA | GRANITE CONSTR INC | $56.27万 | 0.11% | 3,560 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $55.73万 | 0.11% | 1,982 | -1,390 | -41.2% | -$39.09万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $54.04万 | 0.10% | 2,919 | -5,595 | -65.7% | -$103.58万 | 减仓 |
| IBB | ISHARES TR | $53.65万 | 0.10% | 2,821 | -150 | -5.0% | -$2.85万 | 减仓 |
| SHOP | SHOPIFY INC | $53.24万 | 0.10% | 4,663 | -248 | -5.0% | -$2.83万 | 减仓 |
| PLD | PROLOGIS INC. | $51.95万 | 0.10% | 3,834 | -7,426 | -66.0% | -$100.61万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $50.54万 | 0.10% | 1,531 | -112 | -6.8% | -$3.70万 | 减仓 |
| NFLX | NETFLIX INC. | $50.32万 | 0.10% | 7,048 | -2,188 | -23.7% | -$15.62万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $50.31万 | 0.10% | 3,019 | -3,603 | -54.4% | -$60.04万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $49.25万 | 0.09% | 11,939 | -12,236 | -50.6% | -$50.47万 | 减仓 |
| IEUR | ISHARES TR | $47.56万 | 0.09% | 6,328 | -345 | -5.2% | -$2.59万 | 减仓 |
| INDA | ISHARES TR | $46.40万 | 0.09% | 9,395 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $45.74万 | 0.09% | 1,682 | -2,298 | -57.7% | -$62.49万 | 减仓 |
| WWD | WOODWARD INC | $43.35万 | 0.08% | 1,019 | -1,473 | -59.1% | -$62.67万 | 减仓 |
| ROST | ROSS STORES INC | $42.89万 | 0.08% | 2,015 | -57 | -2.8% | -$1.21万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $41.37万 | 0.08% | 68,155 | 1,850 | 2.8% | $1.12万 | 加仓 |
| ENB | ENBRIDGE INC | $40.98万 | 0.08% | 7,560 | -9,157 | -54.8% | -$49.64万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $40.86万 | 0.08% | 354 | 354 | — | $40.86万 | 新建仓 |
| MOG/A | MOOG INC | $40.69万 | 0.08% | 960 | -1,420 | -59.7% | -$60.19万 | 减仓 |
| NVS | NOVARTIS AG | $40.68万 | 0.08% | 2,596 | -5,275 | -67.0% | -$82.66万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP 看涨期权 | $40.60万 | 0.08% | 4,400 | 1,000 | 29.4% | $9.23万 | 加仓 |
| INTU | INTUIT | $39.92万 | 0.08% | 1,530 | -99 | -6.1% | -$2.58万 | 减仓 |
| GLD | SPDR GOLD TR | $39.56万 | 0.08% | 1,074 | -2 | -0.2% | -$737 | 减仓 |
| DIS | DISNEY WALT CO | $39.04万 | 0.07% | 4,056 | -155 | -3.7% | -$1.49万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $37.69万 | 0.07% | 4,153 | -8,077 | -66.0% | -$73.29万 | 减仓 |
| GEV | GE VERNOVA INC | $37.22万 | 0.07% | 317 | -33 | -9.4% | -$3.88万 | 减仓 |
| B | BARRICK MNG CORP | $37.11万 | 0.07% | 10,102 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $36.61万 | 0.07% | 3,723 | -9,401 | -71.6% | -$92.44万 | 减仓 |
| HD | HOME DEPOT INC | $36.43万 | 0.07% | 1,033 | -536 | -34.2% | -$18.90万 | 减仓 |
| SBUX | STARBUCKS CORP | $35.70万 | 0.07% | 3,494 | -16,664 | -82.7% | -$170.27万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $35.60万 | 0.07% | 4,376 | -7 | -0.2% | -$569 | 减仓 |
| CVS | CVS HEALTH CORP | $35.05万 | 0.07% | 3,388 | -4,522 | -57.2% | -$46.79万 | 减仓 |
| IYW | ISHARES TR | $34.75万 | 0.07% | 1,378 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $34.68万 | 0.07% | 597 | 597 | — | $34.68万 | 新建仓 |
| — | BANK OF AMER CORP | $33.99万 | 0.06% | 271 | 271 | — | $33.99万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $33.70万 | 0.06% | 3,492 | -100 | -2.8% | -$9,650 | 减仓 |
| CF | CF INDUSTRIES HOLD | $33.56万 | 0.06% | 3,100 | -3,256 | -51.2% | -$35.25万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $33.31万 | 0.06% | 995 | -91 | -8.4% | -$3.05万 | 减仓 |
| ATFV | THE ALGER ETF TRUST | $33.15万 | 0.06% | 8,003 | -25 | -0.3% | -$1,035 | 减仓 |
| AROC | ARCHROCK INC | $33.07万 | 0.06% | 8,124 | -11,946 | -59.5% | -$48.63万 | 减仓 |
| MELI | MERCADOLIBRE INC | $32.93万 | 0.06% | 194 | -6 | -3.0% | -$1.02万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $32.44万 | 0.06% | 1,488 | -300 | -16.8% | -$6.54万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $32.43万 | 0.06% | 1,106 | -5,839 | -84.1% | -$171.20万 | 减仓 |
| R | RYDER SYS INC | $31.55万 | 0.06% | 1,196 | -1,588 | -57.0% | -$41.89万 | 减仓 |
| HON | HONEYWELL INTL INC | $31.07万 | 0.06% | 1,388 | -5,361 | -79.4% | -$119.99万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $30.90万 | 0.06% | 713 | 713 | — | $30.90万 | 新建仓 |
| ORCL | ORACLE CORP | $30.71万 | 0.06% | 2,095 | -1,891 | -47.4% | -$27.72万 | 减仓 |
| ACWI | ISHARES TR | $30.45万 | 0.06% | 1,940 | -128,461 | -98.5% | -$2,016.45万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $30.35万 | 0.06% | 2,765 | -93 | -3.3% | -$1.02万 | 减仓 |
| MBB | ISHARES TR | $29.90万 | 0.06% | 3,163 | -317 | -9.1% | -$3.00万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $29.49万 | 0.06% | 9,224 | -266 | -2.8% | -$8,504 | 减仓 |
| FORM | FORMFACTOR INC | $29.14万 | 0.06% | 1,822 | -3,541 | -66.0% | -$56.63万 | 减仓 |