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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| LYG | LLOYDS BANKING GROUP PLC | $0 | 0.00% | 0 | -41,680 | -100.0% | -$20.97万 | 清仓 |
| LAZ | LAZARD INC | $0 | 0.00% | 0 | -4,921 | -100.0% | -$20.91万 | 清仓 |
| CDP | COPT DEFENSE PROPERTIES | $0 | 0.00% | 0 | -6,831 | -100.0% | -$20.90万 | 清仓 |
| EMN | EASTMAN CHEM CO | $0 | 0.00% | 0 | -2,703 | -100.0% | -$20.63万 | 清仓 |
| SDY | SPDR SERIES TRUST | $0 | 0.00% | 0 | -1,409 | -100.0% | -$20.56万 | 清仓 |
| SBAC | SBA COMMUNICATIONS CORP | $0 | 0.00% | 0 | -1,181 | -100.0% | -$20.33万 | 清仓 |
| TLH | ISHARES TR | $0 | 0.00% | 0 | -1,991 | -100.0% | -$20.05万 | 清仓 |
| SBSW | SIBANYE STILLWATER LTD | $0 | 0.00% | 0 | -15,325 | -100.0% | -$18.88万 | 清仓 |
| VNET | VNET GROUP INC | $0 | 0.00% | 0 | -20,612 | -100.0% | -$17.29万 | 清仓 |
| CX | CEMEX SA EURO MTN BE 144A | $0 | 0.00% | 0 | -14,878 | -100.0% | -$17.02万 | 清仓 |
| KEP | KOREA ELEC PWR CORP | $0 | 0.00% | 0 | -10,656 | -100.0% | -$15.18万 | 清仓 |
| TU | TELUS CORPORATION | $0 | 0.00% | 0 | -11,271 | -100.0% | -$14.46万 | 清仓 |
| VLRS | CONTROLADORA VUELA COMP DE A | $0 | 0.00% | 0 | -15,999 | -100.0% | -$11.58万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -14,153 | -100.0% | -$11.10万 | 清仓 |