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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $46.18万 | 0.08% | 2,406 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $45.67万 | 0.08% | 16,264 | -7,173 | -30.6% | -$20.14万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $45.53万 | 0.08% | 5,022 | -116 | -2.3% | -$1.05万 | 减仓 |
| RY | ROYAL BK CDA | $45.43万 | 0.08% | 2,808 | -133 | -4.5% | -$2.15万 | 减仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $45.03万 | 0.08% | 2,395 | -37 | -1.5% | -$6,956 | 减仓 |
| ROST | ROSS STORES INC | $44.89万 | 0.07% | 2,072 | 57 | 2.8% | $1.23万 | 加仓 |
| GATX | GATX CORP | $44.84万 | 0.07% | 2,626 | -94 | -3.5% | -$1.60万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $44.74万 | 0.07% | 409 | -14 | -3.3% | -$1.53万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $44.58万 | 0.07% | 6,900 | 1,440 | 26.4% | $9.30万 | 加仓 |
| INDA | ISHARES TR | $44.01万 | 0.07% | 9,395 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $43.01万 | 0.07% | 7,092 | 1,419 | 25.0% | $8.61万 | 加仓 |
| HAS | HASBRO INC | $42.70万 | 0.07% | 4,562 | 86 | 1.9% | $8,050 | 加仓 |
| GVA | GRANITE CONSTR INC | $42.67万 | 0.07% | 3,560 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $41.75万 | 0.07% | 2,887 | -67 | -2.3% | -$9,690 | 减仓 |
| MET | METLIFE INC | $41.59万 | 0.07% | 5,881 | -437 | -6.9% | -$3.09万 | 减仓 |
| B | BARRICK MNG CORP | $41.21万 | 0.07% | 10,102 | -385 | -3.7% | -$1.57万 | 减仓 |
| IVE | ISHARES TR | $40.94万 | 0.07% | 1,939 | -281 | -12.7% | -$5.93万 | 减仓 |
| NWS | NEWS CORP NEW | $40.77万 | 0.07% | 14,301 | -5,355 | -27.2% | -$15.27万 | 减仓 |
| DIS | DISNEY WALT CO | $40.59万 | 0.07% | 4,211 | 943 | 28.9% | $9.09万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $40.44万 | 0.07% | 6,951 | 153 | 2.3% | $8,902 | 加仓 |
| IRM | IRON MTN INC DEL | $40.40万 | 0.07% | 3,956 | -11 | -0.3% | -$1,123 | 减仓 |
| DVA | DAVITA INC | $40.19万 | 0.07% | 2,615 | 483 | 22.7% | $7.42万 | 加仓 |
| VMI | VALMONT INDS INC | $39.44万 | 0.07% | 987 | -30 | -2.9% | -$1.20万 | 减仓 |
| MDT | MEDTRONIC PLC | $39.22万 | 0.07% | 4,526 | -27 | -0.6% | -$2,340 | 减仓 |
| IEMG | ISHARES INC | $39.07万 | 0.07% | 5,602 | -694 | -11.0% | -$4.84万 | 减仓 |
| KLAC | KLA CORP | $37.72万 | 0.06% | 256 | -878 | -77.4% | -$129.37万 | 减仓 |
| MSCI | MSCI INC | $37.14万 | 0.06% | 689 | 0 | 0.0% | — | 不变 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $36.99万 | 0.06% | 19,973 | -1,257 | -5.9% | -$2.33万 | 减仓 |
| COP | CONOCOPHILLIPS | $36.35万 | 0.06% | 2,754 | 181 | 7.0% | $2.39万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $36.01万 | 0.06% | 1,644 | -72 | -4.2% | -$1.58万 | 减仓 |
| HXL | HEXCEL CORP NEW | $35.95万 | 0.06% | 4,442 | -187 | -4.0% | -$1.51万 | 减仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $35.51万 | 0.06% | 3,748 | -367 | -8.9% | -$3.48万 | 减仓 |
| FTS | FORTIS INC | $35.11万 | 0.06% | 6,293 | -537 | -7.9% | -$3.00万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $35.09万 | 0.06% | 1,788 | 300 | 20.2% | $5.89万 | 加仓 |
| OKE | ONEOK INC NEW | $35.08万 | 0.06% | 3,881 | 527 | 15.7% | $4.76万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $34.98万 | 0.06% | 1,019 | -6 | -0.6% | -$2,060 | 减仓 |
| MPLX | MPLX LP | $34.82万 | 0.06% | 6,101 | 522 | 9.4% | $2.98万 | 加仓 |
| BWA | BORGWARNER INC | $34.62万 | 0.06% | 6,381 | -263 | -4.0% | -$1.43万 | 减仓 |
| MELI | MERCADOLIBRE INC | $34.58万 | 0.06% | 200 | -12 | -5.7% | -$2.07万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $34.35万 | 0.06% | 66,305 | 7,800 | 13.3% | $4.04万 | 加仓 |
| AMCR | AMCOR PLC | $34.32万 | 0.06% | 8,634 | 8,634 | — | $34.32万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $34.27万 | 0.06% | 2,386 | -117 | -4.7% | -$1.68万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $34.26万 | 0.06% | 2,616 | -139 | -5.0% | -$1.82万 | 减仓 |
| KO | COCA COLA CO | $34.16万 | 0.06% | 4,491 | -155 | -3.3% | -$1.18万 | 减仓 |
| IVW | ISHARES TR | $33.97万 | 0.06% | 3,003 | -37 | -1.2% | -$4,185 | 减仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $33.92万 | 0.06% | 17,177 | -1,503 | -8.0% | -$2.97万 | 减仓 |
| EFV | ISHARES TR | $33.86万 | 0.06% | 4,554 | -333 | -6.8% | -$2.48万 | 减仓 |
| — | WEBSTER FINL CORP | $33.72万 | 0.06% | 4,857 | -147 | -2.9% | -$1.02万 | 减仓 |
| NI | NISOURCE INC | $33.42万 | 0.06% | 7,162 | -601 | -7.7% | -$2.80万 | 减仓 |
| MBB | ISHARES TR | $33.04万 | 0.06% | 3,480 | -18 | -0.5% | -$1,709 | 减仓 |
| ALB | ALBEMARLE CORP | $33.02万 | 0.05% | 1,839 | 160 | 9.5% | $2.87万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $32.95万 | 0.05% | 1,681 | -56 | -3.2% | -$1.10万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA | $32.63万 | 0.05% | 15,066 | -2,014 | -11.8% | -$4.36万 | 减仓 |
| MDU | MDU RES GROUP INC | $32.63万 | 0.05% | 15,748 | 15,748 | — | $32.63万 | 新建仓 |
| — | HOLOGIC INC | $32.27万 | 0.05% | 4,269 | -214 | -4.8% | -$1.62万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP 看涨期权 | $31.95万 | 0.05% | 3,400 | 500 | 17.2% | $4.70万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $31.82万 | 0.05% | 9,490 | -752 | -7.3% | -$2.52万 | 减仓 |
| FQAL | FIDELITY COVINGTON TRUST | $31.82万 | 0.05% | 4,383 | 0 | 0.0% | — | 不变 |
| NTR | NUTRIEN LTD | $31.78万 | 0.05% | 4,212 | 244 | 6.1% | $1.84万 | 加仓 |
| SYK | STRYKER CORPORATION | $31.61万 | 0.05% | 962 | -73 | -7.1% | -$2.40万 | 减仓 |
| MSM | MSC INDL DIRECT INC | $31.43万 | 0.05% | 3,406 | 413 | 13.8% | $3.81万 | 加仓 |
| AVIG | AMERICAN CENTY ETF TR | $31.39万 | 0.05% | 7,556 | 7,556 | — | $31.39万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $31.34万 | 0.05% | 2,185 | -64 | -2.8% | -$9,178 | 减仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $31.21万 | 0.05% | 18,390 | -1,872 | -9.2% | -$3.18万 | 减仓 |
| AOS | SMITH A O CORP | $31.06万 | 0.05% | 4,711 | -267 | -5.4% | -$1.76万 | 减仓 |
| GEV | GE VERNOVA INC | $30.54万 | 0.05% | 350 | -88 | -20.1% | -$7.68万 | 减仓 |
| USB | US BANCORP | $30.48万 | 0.05% | 5,861 | 39 | 0.7% | $2,028 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $30.40万 | 0.05% | 4,909 | 136 | 2.8% | $8,421 | 加仓 |
| PBA | PEMBINA PIPELINE CORP | $30.20万 | 0.05% | 6,747 | 841 | 14.2% | $3.76万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $30.00万 | 0.05% | 2,217 | -117 | -5.0% | -$1.58万 | 减仓 |
| ASML | ASML HLDG NV | $29.59万 | 0.05% | 224 | 224 | — | $29.59万 | 新建仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $29.23万 | 0.05% | 11,792 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $28.95万 | 0.05% | 3,592 | -111 | -3.0% | -$8,945 | 减仓 |
| EME | EMCOR GROUP INC | $28.72万 | 0.05% | 389 | 20 | 5.4% | $1.48万 | 加仓 |
| SHY | ISHARES TR | $28.39万 | 0.05% | 3,439 | -2,713 | -44.1% | -$22.40万 | 减仓 |
| — | MFS INVT GRADE MUN TR | $28.24万 | 0.05% | 35,345 | 35,345 | — | $28.24万 | 新建仓 |
| MWA | MUELLER WTR PRODS INC | $28.19万 | 0.05% | 10,255 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP INC | $28.13万 | 0.05% | 953 | 22 | 2.4% | $6,495 | 加仓 |
| GFI | GOLD FIELDS LTD | $27.68万 | 0.05% | 6,096 | -1,104 | -15.3% | -$5.01万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $27.57万 | 0.05% | 2,858 | 140 | 5.2% | $1.35万 | 加仓 |
| MIDD | MIDDLEBY CORP | $27.48万 | 0.05% | 2,073 | -241 | -10.4% | -$3.20万 | 重新持有 |
| PDI | PIMCO DYNAMIC INCOME FD | $27.46万 | 0.05% | 16,049 | -600 | -3.6% | -$1.03万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $27.21万 | 0.05% | 1,086 | 1,086 | — | $27.21万 | 新建仓 |
| HSY | HERSHEY CO | $27.21万 | 0.05% | 1,309 | -255 | -16.3% | -$5.30万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $27.08万 | 0.05% | 1,875 | -1,175 | -38.5% | -$16.97万 | 减仓 |
| DHI | D R HORTON INC | $26.98万 | 0.04% | 1,966 | -252 | -11.4% | -$3.46万 | 减仓 |
| QUAL | ISHARES TR | $26.66万 | 0.04% | 1,390 | 282 | 25.5% | $5.41万 | 加仓 |
| WTFC | WINTRUST FINL CORP | $26.63万 | 0.04% | 1,917 | -76 | -3.8% | -$1.06万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $26.31万 | 0.04% | 7,300 | -1,662 | -18.5% | -$5.99万 | 减仓 |
| RDNT | RADNET INC | $26.27万 | 0.04% | 4,700 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $26.11万 | 0.04% | 1,267 | -580 | -31.4% | -$11.95万 | 减仓 |
| CRL | CHARLES RIV LABS INTL INC | $25.96万 | 0.04% | 1,505 | -7 | -0.5% | -$1,208 | 重新持有 |
| CACI | CACI INTL INC | $25.89万 | 0.04% | 476 | 0 | 0.0% | — | 不变 |
| EQNR | EQUINOR ASA | $25.74万 | 0.04% | 6,099 | 6,099 | — | $25.74万 | 新建仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $25.66万 | 0.04% | 2,234 | 2,234 | — | $25.66万 | 新建仓 |
| EWBC | EAST WEST BANCORP INC | $25.64万 | 0.04% | 2,402 | -92 | -3.7% | -$9,822 | 减仓 |
| TFC | TRUIST FINL CORP | $25.54万 | 0.04% | 5,556 | -312 | -5.3% | -$1.43万 | 减仓 |
| VICI | VICI PPTYS INC | $25.24万 | 0.04% | 9,238 | -510 | -5.2% | -$1.39万 | 重新持有 |
| ATFV | THE ALGER ETF TRUST | $25.19万 | 0.04% | 8,028 | -362 | -4.3% | -$1.14万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $25.09万 | 0.04% | 5,497 | 0 | 0.0% | — | 不变 |