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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $2,544.10万 | 4.24% | 100,244 | 984 | 1.0% | $24.97万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,814.74万 | 3.02% | 49,024 | 3,782 | 8.4% | $140.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,506.11万 | 2.51% | 86,360 | -2,095 | -2.4% | -$36.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $1,365.87万 | 2.28% | 46,433 | -238 | -0.5% | -$7.00万 | 减仓 |
| AMZN | AMAZON COM INC | $1,355.96万 | 2.26% | 65,106 | 4,377 | 7.2% | $91.16万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $1,180.03万 | 1.97% | 198,157 | 5,789 | 3.0% | $34.47万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $1,102.92万 | 1.84% | 117,357 | 7,971 | 7.3% | $74.91万 | 加仓 |
| META | META PLATFORMS INC | $1,005.60万 | 1.68% | 17,576 | 3,492 | 24.8% | $199.79万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $976.82万 | 1.63% | 28,904 | -1,334 | -4.4% | -$45.08万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $958.02万 | 1.60% | 163,652 | 41,992 | 34.5% | $245.82万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $955.33万 | 1.59% | 190,306 | 32,820 | 20.8% | $164.76万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $952.89万 | 1.59% | 19,885 | -274 | -1.4% | -$13.13万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $944.43万 | 1.57% | 57,121 | -1,232 | -2.1% | -$20.37万 | 减仓 |
| CBL | CBL & ASSOC PPTYS INC | $873.21万 | 1.45% | 227,220 | 14,069 | 6.6% | $54.07万 | 加仓 |
| V | VISA INC | $823.88万 | 1.37% | 27,259 | 9,130 | 50.4% | $275.95万 | 加仓 |
| JMTG | J P MORGAN EXCHANGE TRADED F | $763.86万 | 1.27% | 149,776 | 14,855 | 11.0% | $75.76万 | 加仓 |
| GOOG | ALPHABET INC | $689.18万 | 1.15% | 24,025 | 533 | 2.3% | $15.29万 | 加仓 |
| AVGO | BROADCOM INC | $663.36万 | 1.11% | 21,433 | -502 | -2.3% | -$15.54万 | 减仓 |
| GDX | VANECK ETF TRUST | $659.68万 | 1.10% | 71,884 | 7,575 | 11.8% | $69.52万 | 加仓 |
| SIL | GLOBAL X FDS | $652.34万 | 1.09% | 72,417 | 17,741 | 32.4% | $159.81万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $652.17万 | 1.09% | 129,476 | 514 | 0.4% | $2.59万 | 加仓 |
| KR | KROGER CO | $648.13万 | 1.08% | 89,570 | 1,862 | 2.1% | $13.47万 | 加仓 |
| PEP | PEPSICO INC | $629.26万 | 1.05% | 40,522 | 4,100 | 11.3% | $63.67万 | 加仓 |
| GNMA | ISHARES TR | $616.58万 | 1.03% | 139,089 | 4,915 | 3.7% | $21.79万 | 加仓 |
| CVX | CHEVRON CORPORATION | $581.34万 | 0.97% | 28,098 | 3,349 | 13.5% | $69.29万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $573.07万 | 0.95% | 19,575 | 2,698 | 16.0% | $78.98万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $562.74万 | 0.94% | 23,022 | -196 | -0.8% | -$4.79万 | 减仓 |
| ALX | ALEXANDERS INC | $559.99万 | 0.93% | 23,708 | 2,470 | 11.6% | $58.34万 | 加仓 |
| MGM | MGM RESORTS INTERNATIONAL | $551.38万 | 0.92% | 148,980 | 11,250 | 8.2% | $41.64万 | 加仓 |
| GOOGL | ALPHABET INC | $546.80万 | 0.91% | 19,015 | 423 | 2.3% | $12.16万 | 加仓 |
| BTT | BLACKROCK MUN TARGET TERM TR | $517.71万 | 0.86% | 228,066 | 53,374 | 30.6% | $121.16万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $479.65万 | 0.80% | 17,726 | 5,335 | 43.1% | $144.36万 | 加仓 |
| GDXJ | VANECK ETF TRUST | $464.50万 | 0.77% | 38,696 | 8,356 | 27.5% | $100.31万 | 加仓 |
| TFSL | TFS FINL CORP | $459.20万 | 0.76% | 326,832 | 35,065 | 12.0% | $49.27万 | 加仓 |
| SF | STIFEL FINL CORP | $453.68万 | 0.76% | 61,374 | 8,943 | 17.1% | $66.11万 | 加仓 |
| — | EXXON MOBIL CORP | $434.92万 | 0.72% | 25,635 | -545 | -2.1% | -$9.25万 | 减仓 |
| EDV | VANGUARD WORLD FD | $432.42万 | 0.72% | 66,577 | 12,302 | 22.7% | $79.90万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $431.01万 | 0.72% | 150,125 | 51,044 | 51.5% | $146.55万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $418.57万 | 0.70% | 30,512 | 2,778 | 10.0% | $38.11万 | 加仓 |
| ACI | ALBERTSONS COS INC | $411.29万 | 0.69% | 241,370 | 53,853 | 28.7% | $91.77万 | 加仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $411.01万 | 0.68% | 87,543 | -3,273 | -3.6% | -$15.37万 | 减仓 |
| IVV | ISHARES TR | $406.64万 | 0.68% | 6,225 | 131 | 2.1% | $8.56万 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $401.58万 | 0.67% | 60,745 | -8,000 | -11.6% | -$52.89万 | 减仓 |
| CB | CHUBB LTD SWITZ | $400.84万 | 0.67% | 12,298 | 2,971 | 31.9% | $96.84万 | 加仓 |
| CSCO | CISCO SYS INC | $394.08万 | 0.66% | 50,789 | 1,564 | 3.2% | $12.14万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $385.82万 | 0.64% | 96,819 | 21,943 | 29.3% | $87.44万 | 加仓 |
| — | DTF TAX-FREE INCOME 2028 TER | $385.11万 | 0.64% | 336,342 | 1,417 | 0.4% | $1.62万 | 加仓 |
| CLIP | GLOBAL X FDS | $383.72万 | 0.64% | 38,234 | 10,342 | 37.1% | $103.79万 | 加仓 |
| — | EL PASO ENERGY CAP TR I | $354.47万 | 0.59% | 69,846 | -25,599 | -26.8% | -$129.92万 | 减仓 |
| MCD | MCDONALDS CORP | $339.94万 | 0.57% | 10,938 | -465 | -4.1% | -$14.45万 | 减仓 |
| GLW | CORNING INC | $339.87万 | 0.57% | 24,996 | -8,614 | -25.6% | -$117.12万 | 减仓 |
| ET | ENERGY TRANSFER L P | $334.71万 | 0.56% | 173,426 | 730 | 0.4% | $1.41万 | 加仓 |
| CVE | CENOVUS ENERGY INC | $328.68万 | 0.55% | 123,892 | -48,681 | -28.2% | -$129.15万 | 减仓 |
| BLK | BLACKROCK INC | $322.71万 | 0.54% | 3,356 | -5 | -0.1% | -$4,808 | 减仓 |
| LOW | LOWES COS INC | $320.79万 | 0.53% | 13,576 | -999 | -6.9% | -$23.61万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $302.83万 | 0.50% | 19,260 | 1,813 | 10.4% | $28.51万 | 加仓 |
| RING | ISHARES INC | $302.69万 | 0.50% | 38,325 | -423 | -1.1% | -$3.34万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $290.26万 | 0.48% | 10,114 | 216 | 2.2% | $6.20万 | 加仓 |
| XAGG | MORGAN STANLEY ETF TRUST | $289.05万 | 0.48% | 58,207 | -1,960 | -3.3% | -$9.73万 | 减仓 |
| KYN | KAYNE ANDERSON ENERGY INFRST | $274.27万 | 0.46% | 192,065 | 149 | 0.1% | $2,128 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $273.40万 | 0.46% | 21,792 | 2,297 | 11.8% | $28.82万 | 加仓 |
| ABBV | ABBVIE INC | $271.31万 | 0.45% | 12,474 | -593 | -4.5% | -$12.90万 | 减仓 |
| PHG | KONINKLIJKE PHILIPS N V | $271.18万 | 0.45% | 98,970 | 9,311 | 10.4% | $25.51万 | 加仓 |
| MUC | BLACKROCK MUNIHLDNGS CALI | $261.72万 | 0.44% | 251,657 | 251,657 | — | $261.72万 | 新建仓 |
| WMT | WALMART INC | $257.47万 | 0.43% | 20,717 | -3,709 | -15.2% | -$46.10万 | 减仓 |
| TXN | TEXAS INSTRS INC | $256.89万 | 0.43% | 13,232 | -853 | -6.1% | -$16.56万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $254.94万 | 0.42% | 3,737 | -459 | -10.9% | -$31.31万 | 减仓 |
| — | GREENFIRE RES LTD NEW | $235.94万 | 0.39% | 373,322 | 116,923 | 45.6% | $73.90万 | 加仓 |
| D | DOMINION ENERGY INC | $234.23万 | 0.39% | 37,889 | 7,012 | 22.7% | $43.35万 | 加仓 |
| GSK | GSK PLC | $234.18万 | 0.39% | 42,432 | 5,209 | 14.0% | $28.75万 | 加仓 |
| — | EPR PPTYS | $231.62万 | 0.39% | 76,240 | 4,715 | 6.6% | $14.32万 | 加仓 |
| AMAT | APPLIED MATLS INC | $226.59万 | 0.38% | 6,629 | 41 | 0.6% | $1.40万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $225.00万 | 0.37% | 18,966 | 612 | 3.3% | $7.26万 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $223.68万 | 0.37% | 22,325 | -27,968 | -55.6% | -$280.21万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $215.44万 | 0.36% | 3 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $208.75万 | 0.35% | 4,211 | -423 | -9.1% | -$20.97万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $208.01万 | 0.35% | 12,734 | 9,388 | 280.6% | $153.35万 | 加仓 |
| CRC | CALIFORNIA RES CORP | $204.08万 | 0.34% | 29,483 | 29,483 | — | $204.08万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $203.06万 | 0.34% | 21,862 | -805 | -3.6% | -$7.48万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $202.52万 | 0.34% | 6,695 | -379 | -5.4% | -$11.46万 | 减仓 |
| AIV | APARTMENT INVT & MGMT CO | $202.30万 | 0.34% | 497,058 | 166,436 | 50.3% | $67.74万 | 加仓 |
| OPY | OPPENHEIMER HLDGS INC | $202.17万 | 0.34% | 22,667 | 2,433 | 12.0% | $21.70万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $201.75万 | 0.34% | 6,945 | 5,594 | 414.1% | $162.50万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $196.11万 | 0.33% | 3,925 | -276 | -6.6% | -$13.79万 | 减仓 |
| SCHR | SCHWAB STRATEGIC TR | $194.36万 | 0.32% | 78,024 | 14,912 | 23.6% | $37.15万 | 加仓 |
| PGR | PROGRESSIVE CORP | $194.29万 | 0.32% | 9,801 | -126 | -1.3% | -$2.50万 | 减仓 |
| CMI | CUMMINS INC | $190.45万 | 0.32% | 3,540 | 653 | 22.6% | $35.13万 | 加仓 |
| FAST | FASTENAL CO | $190.45万 | 0.32% | 41,045 | -5,393 | -11.6% | -$25.02万 | 减仓 |
| NVO | NOVO-NORDISK A S | $185.01万 | 0.31% | 50,343 | 7,362 | 17.1% | $27.06万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $182.94万 | 0.30% | 4,215 | -197 | -4.5% | -$8.55万 | 减仓 |
| SBUX | STARBUCKS CORP | $180.59万 | 0.30% | 20,158 | 10,760 | 114.5% | $96.40万 | 加仓 |
| ETN | EATON CORP PLC | $180.45万 | 0.30% | 5,045 | -109 | -2.1% | -$3.90万 | 减仓 |
| TJX | TJX COS INC NEW | $179.19万 | 0.30% | 11,220 | -1,171 | -9.5% | -$18.70万 | 减仓 |
| APH | AMPHENOL CORP | $179.02万 | 0.30% | 14,169 | -1,508 | -9.6% | -$19.05万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $178.41万 | 0.30% | 8,536 | -948 | -10.0% | -$19.81万 | 减仓 |
| MO | ALTRIA GROUP INC | $178.27万 | 0.30% | 27,014 | -2,504 | -8.5% | -$16.52万 | 减仓 |
| CAT | CATERPILLAR INC | $173.47万 | 0.29% | 2,449 | 183 | 8.1% | $12.96万 | 加仓 |
| WEC | WEC ENERGY GROUP INC | $171.96万 | 0.29% | 14,854 | -539 | -3.5% | -$6.24万 | 减仓 |
| HPQ | HP INC | $171.87万 | 0.29% | 89,471 | 14,246 | 18.9% | $27.37万 | 加仓 |
| PKG | PACKAGING CORP AMER | $169.09万 | 0.28% | 7,968 | -561 | -6.6% | -$11.91万 | 减仓 |