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 |
|---|---|---|---|---|---|---|---|---|
| MDLZ | MONDELEZ INTL INC | $29.03万 | 0.06% | 5,020 | -9,911 | -66.4% | -$57.32万 | 减仓 |
| RDNT | RADNET INC | $28.98万 | 0.06% | 4,700 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $28.66万 | 0.05% | 6,353 | -20,626 | -76.5% | -$93.05万 | 减仓 |
| SYK | STRYKER CORPORATION | $28.43万 | 0.05% | 903 | -59 | -6.1% | -$1.86万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $28.11万 | 0.05% | 1,272 | 1,272 | — | $28.11万 | 新建仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $28.03万 | 0.05% | 5,496 | -7,277 | -57.0% | -$37.11万 | 减仓 |
| SPDW | SPDR INDEX SHS FDS | $27.70万 | 0.05% | 5,497 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $27.58万 | 0.05% | 1,447 | -80 | -5.2% | -$1.52万 | 重新持有 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $27.52万 | 0.05% | 10,935 | -857 | -7.3% | -$2.16万 | 减仓 |
| MSCI | MSCI INC | $27.27万 | 0.05% | 487 | -202 | -29.3% | -$11.31万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $26.84万 | 0.05% | 527 | -3,210 | -85.9% | -$163.49万 | 减仓 |
| IWB | ISHARES TR | $26.82万 | 0.05% | 655 | 655 | — | $26.82万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $26.78万 | 0.05% | 6,610 | -7,140 | -51.9% | -$28.92万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $26.55万 | 0.05% | 1,811 | -64 | -3.4% | -$9,383 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $26.49万 | 0.05% | 10,255 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $26.34万 | 0.05% | 1,184 | -1,431 | -54.7% | -$31.84万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $25.57万 | 0.05% | 1,200 | -444 | -27.0% | -$9.46万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $25.48万 | 0.05% | 9,557 | 9,557 | — | $25.48万 | 新建仓 |
| SHEL | SHELL PLC | $25.08万 | 0.05% | 3,235 | -4,158 | -56.2% | -$32.24万 | 减仓 |
| COP | CONOCOPHILLIPS | $25.07万 | 0.05% | 2,412 | -342 | -12.4% | -$3.56万 | 减仓 |
| SHY | ISHARES TR | $24.74万 | 0.05% | 3,014 | -425 | -12.4% | -$3.49万 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $24.67万 | 0.05% | 2,482 | 92 | 3.8% | $9,145 | 加仓 |
| BOTZ | GLOBAL X FDS | $24.23万 | 0.05% | 6,385 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $23.49万 | 0.04% | 683 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW | $23.24万 | 0.04% | 8,283 | -6,018 | -42.1% | -$16.89万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $23.23万 | 0.04% | 10,434 | 0 | 0.0% | — | 不变 |
| PDI | PIMCO DYNAMIC INCOME FD | $23.09万 | 0.04% | 13,824 | -2,225 | -13.9% | -$3.72万 | 减仓 |
| PFF | ISHARES TR 看跌期权 | $22.87万 | 0.04% | 7,500 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO | $22.82万 | 0.04% | 1,301 | -8 | -0.6% | -$1,403 | 减仓 |
| — | TORTOISE CAPITAL SERIES TRUS | $22.57万 | 0.04% | 10,320 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $22.48万 | 0.04% | 3,002 | 3,002 | — | $22.48万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $22.42万 | 0.04% | 162 | -247 | -60.4% | -$34.19万 | 减仓 |
| MET | METLIFE INC | $21.93万 | 0.04% | 2,592 | -3,289 | -55.9% | -$27.83万 | 减仓 |
| PSA | PUBLIC STORAGE | $21.91万 | 0.04% | 688 | 688 | — | $21.91万 | 新建仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $21.48万 | 0.04% | 4,173 | -85 | -2.0% | -$4,375 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $21.36万 | 0.04% | 3,707 | -3,385 | -47.7% | -$19.50万 | 减仓 |
| ETR | ENTERGY CORP NEW | $21.10万 | 0.04% | 1,837 | -2,795 | -60.3% | -$32.10万 | 减仓 |
| IWD | ISHARES TR | $20.92万 | 0.04% | 863 | 863 | — | $20.92万 | 新建仓 |
| IWO | ISHARES TR | $20.88万 | 0.04% | 530 | 530 | — | $20.88万 | 新建仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $20.87万 | 0.04% | 965 | -1,430 | -59.7% | -$30.93万 | 减仓 |
| TTE | TOTALENERGIES SE | $20.71万 | 0.04% | 2,663 | -7,958 | -74.9% | -$61.88万 | 减仓 |
| VDC | VANGUARD WORLD FD | $20.41万 | 0.04% | 905 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $20.39万 | 0.04% | 2,157 | -2,752 | -56.1% | -$26.02万 | 减仓 |
| VMI | VALMONT INDS INC | $20.27万 | 0.04% | 351 | -636 | -64.4% | -$36.74万 | 减仓 |
| BSM | BLACK STONE MINERALS L P | $18.30万 | 0.03% | 13,100 | 0 | 0.0% | — | 不变 |
| — | VIRTUS TOTAL RETURN FD INC | $16.14万 | 0.03% | 23,628 | -775 | -3.2% | -$5,293 | 减仓 |
| ERII | ENERGY RECOVERY INC | $13.62万 | 0.03% | 15,100 | 0 | 0.0% | — | 不变 |
| MFM | ABERDEEN MUN INCOME FD | $12.87万 | 0.02% | 22,900 | 22,900 | — | $12.87万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL 看涨期权 | $5.26万 | 0.01% | 1,100 | -100 | -8.3% | -$4,781 | 减仓 |
| — | SERITAGE GROWTH PPTYS | $4.47万 | 0.01% | 17,000 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION 看涨期权 | $3.32万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $2.77万 | 0.01% | 10,200 | 0 | 0.0% | — | 不变 |
| — | BRAEMAR HOTELS & RESORTS INC | $2.40万 | 0.00% | 11,131 | 0 | 0.0% | — | 不变 |
| LCTX | LINEAGE CELL THERAPEUTICS IN | $1.31万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PFF | ISHARES TR | $3,373 | 0.00% | 111 | 0 | 0.0% | — | 不变 |
| — | 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 |