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Beacon Pointe Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Beacon Pointe Advisors, LLC
报告期 2026-03-31 · CIK 0001744317
持仓数
1,833
前50大市值合计
$8.98B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 12
增持 133
减持 4
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$109.7M
789,386
+58%
增持
MSFT
MICROSOFT CORP
+$106.5M
651,704
+134%
增持
AAPL
APPLE INC
+$96.7M
1,618,657
+55%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
VO
VANGUARD INDEX FDS
+$84.3M
770,167
+98%
增持
SCHX
SCHWAB STRATEGIC TR
+$82.4M
2,297,704
+533%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$78.2M
374,942
+107%
增持
VTV
VANGUARD INDEX FDS
+$69.3M
714,419
+190%
增持
GOOGL
ALPHABET INC
+$57.8M
30,301
+232%
增持
AMZN
AMAZON COM INC
+$56.3M
33,967
+106%
增持
AGG
ISHARES TR
+$50.6M
559,425
+583%
增持
VTI
VANGUARD INDEX FDS
+$47.2M
375,464
+137%
增持
SUB
ISHARES TR
+$46.7M
581,378
+342%
增持
JNJ
JOHNSON & JOHNSON
+$44.5M
375,731
+191%
减持
SCHP
SCHWAB STRATEGIC TR
-$43.9M
472,964
-59%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$38.3M
202,795
+1086%
增持
V
VISA INC
+$36.3M
260,524
+162%
增持
DFAC
DIMENSIONAL ETF TRUST
+$34.9M
1,301,763
+3526%
增持
NVDA
NVIDIA CORPORATION
+$32.9M
340,337
+67%
增持
UNH
UNITEDHEALTH GROUP INC
+$32.2M
100,256
+167%
增持
HD
HOME DEPOT INC
+$31.5M
177,109
+242%
增持
SCHG
SCHWAB STRATEGIC TR
+$31.3M
669,376
+483%
增持
—
ACCENTURE PLC IRELAND
+$29.3M
100,164
+835%
增持
HEGD
LISTED FD TR
+$28.6M
2,929,283
+118%
增持
JPM
JPMORGAN CHASE & CO
+$27.8M
418,434
+126%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$23.9M
464,788
+5404%
增持
MCD
MCDONALDS CORP
+$23.0M
120,736
+370%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$21.9M
108,384
+857%
增持
TXN
TEXAS INSTRS INC
+$21.6M
182,151
+189%
增持
INTC
INTEL CORP
+$21.3M
725,095
+155%
建仓
XLE
SELECT SECTOR SPDR TR
+$21.2M
277,309
增持
SCHM
SCHWAB STRATEGIC TR
+$20.9M
495,610
+139%
增持
GOOG
ALPHABET INC
+$20.9M
13,805
+126%
增持
CVX
CHEVRON CORP NEW
+$20.6M
209,341
+82%
增持
ABT
ABBOTT LABS
+$20.5M
225,827
+408%
增持
VUG
VANGUARD INDEX FDS
+$20.3M
163,239
+96%
增持
IJR
ISHARES TR
+$19.7M
367,908
+111%
增持
SPY
SPDR S&P 500 ETF TR
+$19.0M
199,564
+261%
增持
—
MEDTRONIC PLC
+$19.0M
201,676
+513%
增持
AMD
ADVANCED MICRO DEVICES INC
+$18.7M
400,383
+129%
增持
BIL
SPDR SER TR
+$18.4M
256,981
+363%
增持
CSCO
CISCO SYS INC
+$18.4M
583,466
+162%
增持
PEP
PEPSICO INC
+$18.2M
238,581
+132%
增持
SCHA
SCHWAB STRATEGIC TR
+$18.0M
535,929
+648%
增持
IJH
ISHARES TR
+$17.8M
138,596
+103%
增持
MA
MASTERCARD INCORPORATED
+$17.7M
73,835
+206%
增持
MUB
ISHARES TR
+$17.4M
424,531
+70%
增持
SCHD
SCHWAB STRATEGIC TR
+$17.0M
300,190
+264%
增持
IVV
ISHARES TR
+$16.9M
335,165
+18%
增持
PG
PROCTER AND GAMBLE CO
+$16.8M
239,051
+98%
增持
—
EXXON MOBIL CORP
+$16.7M
288,349
+148%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$16.7M
273,776
+70%
增持
WMT
WALMART INC
+$16.6M
194,368
+129%
增持
GUNR
FLEXSHARES TR
+$16.6M
753,576
+59%
增持
AVGO
BROADCOM INC
+$16.5M
28,824
+1095%
增持
GLD
SPDR GOLD TR
+$16.2M
109,268
+434%
增持
SHYG
ISHARES TR
+$16.1M
399,328
+1187%
增持
SCHF
SCHWAB STRATEGIC TR
+$16.0M
593,059
+302%
减持
ZIP
ZIPRECRUITER INC
-$15.4M
17,735
-97%
增持
LMT
LOCKHEED MARTIN CORP
+$15.2M
52,725
+133%
增持
SBUX
STARBUCKS CORP
+$15.1M
291,257
+198%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$14.8M
44,144
+371%
增持
EFV
ISHARES TR
+$14.4M
558,105
+107%
增持
NKE
NIKE INC
+$14.1M
156,994
+272%
增持
IEFA
ISHARES TR
+$14.1M
408,149
+113%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$14.0M
315,213
+924%
增持
TSCO
TRACTOR SUPPLY CO
+$13.9M
61,138
+4090%
增持
CNI
CANADIAN NATL RY CO
+$13.6M
110,574
+995%
增持
SYK
STRYKER CORPORATION
+$13.5M
58,911
+597%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$12.5M
221,231
+6633%
建仓
ISCF
ISHARES TR
+$12.5M
364,679
增持
AMGN
AMGEN INC
+$12.3M
126,707
+56%
增持
PFE
PFIZER INC
+$12.1M
539,251
+101%
增持
QQQ
INVESCO QQQ TR
+$11.5M
185,060
+32%
增持
IEF
ISHARES TR
+$11.2M
109,711
+2165%
增持
ITW
ILLINOIS TOOL WKS INC
+$11.2M
55,886
+2584%
增持
KO
COCA COLA CO
+$11.1M
286,796
+154%
建仓
TIPX
SPDR SER TR
+$11.0M
531,243
增持
MKC
MCCORMICK & CO INC
+$10.8M
110,850
+4357%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$10.7M
43,274
+94%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$10.6M
180,831
+114%
增持
NEE
NEXTERA ENERGY INC
+$10.3M
185,625
+217%
增持
—
BLACKROCK INC
+$10.2M
14,748
+1189%
增持
ABBV
ABBVIE INC
+$10.2M
108,474
+99%
增持
VYM
VANGUARD WHITEHALL FDS
+$10.2M
190,243
+91%
增持
DIS
DISNEY WALT CO
+$10.2M
218,459
+71%
增持
ZTS
ZOETIS INC
+$10.0M
69,418
+456%
增持
NOW
SERVICENOW INC
+$10.0M
22,731
+447%
增持
SRLN
SSGA ACTIVE ETF TR
+$9.9M
230,205
+2202%
增持
SHM
SPDR SER TR
+$9.7M
217,507
+1754%
减持
IWN
ISHARES TR
-$9.7M
13,393
-81%
增持
LOW
LOWES COS INC
+$9.7M
160,450
+82%
增持
MTUM
ISHARES TR
+$9.7M
79,623
+288%
增持
MRK
MERCK & CO INC
+$9.6M
214,425
+106%
增持
EFA
ISHARES TR
+$9.5M
206,347
+187%
增持
ROP
ROPER TECHNOLOGIES INC
+$9.5M
22,116
+1076%
增持
VZ
VERIZON COMMUNICATIONS INC
+$9.5M
287,038
+192%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$9.4M
113,083
+3136%
增持
GII
SPDR INDEX SHS FDS
+$9.3M
435,587
+47%
增持
UNP
UNION PAC CORP
+$9.1M
41,481
+374%
减持
BSV
VANGUARD BD INDEX FDS
-$9.0M
418,730
-19%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$9.0M
481,720
+80%
增持
COST
COSTCO WHSL CORP NEW
+$8.9M
38,675
+64%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$8.9M
309,545
+41%
建仓
TLT
ISHARES TR
+$8.8M
66,976
建仓
EMGF
ISHARES INC
+$8.4M
173,710
增持
ECL
ECOLAB INC
+$8.3M
51,624
+1418%
增持
UPS
UNITED PARCEL SERVICE INC
+$8.3M
64,154
+151%
增持
GD
GENERAL DYNAMICS CORP
+$8.2M
40,845
+428%
增持
TSLA
TESLA INC
+$8.2M
17,536
+73%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$8.2M
247,511
+361%
增持
ORCL
ORACLE CORP
+$8.1M
166,039
+156%
增持
CRM
SALESFORCE COM INC
+$8.1M
79,371
+130%
增持
C
CITIGROUP INC
+$7.8M
253,394
+168%
增持
SCHV
SCHWAB STRATEGIC TR
+$7.8M
270,121
+72%
增持
VB
VANGUARD INDEX FDS
+$7.7M
101,003
+66%
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$7.7M
170,363
+1221%
增持
DHR
DANAHER CORPORATION
+$7.6M
43,650
+178%
增持
EFG
ISHARES TR
+$7.6M
371,435
+45%
增持
—
LIBERTY GLOBAL PLC
+$7.5M
301,696
+3049%
增持
DVY
ISHARES TR
+$7.3M
80,344
+234%
增持
MBB
ISHARES TR
+$7.3M
74,249
+2973%
建仓
XLRE
SELECT SECTOR SPDR TR
+$7.3M
150,576
增持
MGA
MAGNA INTL INC
+$7.3M
131,687
+785%
清仓
ABEQ
UNIFIED SER TR
-$7.2M
0
-100%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$7.1M
99,055
+1250%
增持
SHY
ISHARES TR
+$7.1M
96,551
+749%
建仓
EPRF
INNOVATOR ETFS TR
+$7.1M
324,630
增持
DFUS
DIMENSIONAL ETF TRUST
+$7.0M
364,342
+74%
增持
VOD
VODAFONE GROUP PLC NEW
+$7.0M
502,101
+449%
增持
—
UNILEVER PLC
+$6.9M
203,827
+363%
增持
SCHE
SCHWAB STRATEGIC TR
+$6.9M
397,560
+186%
增持
VXUS
VANGUARD STAR FDS
+$6.9M
153,031
+336%
建仓
AOS
SMITH A O CORP
+$6.8M
105,916
增持
HON
HONEYWELL INTL INC
+$6.6M
111,393
+54%
增持
DFAT
DIMENSIONAL ETF TRUST
+$6.6M
148,116
+2138%
增持
USB
US BANCORP DEL
+$6.5M
168,724
+280%
增持
META
META PLATFORMS INC
+$6.3M
182,180
+79%
建仓
GCC
WISDOMTREE TR
+$6.3M
250,953
建仓
EMLP
FIRST TR EXCHANGE-TRADED FD
+$6.3M
227,034
建仓
BMO
BANK MONTREAL QUE
+$6.3M
53,179
增持
ISTB
ISHARES TR
+$6.1M
167,199
+312%
增持
SPEM
SPDR INDEX SHS FDS
+$6.1M
527,706
+53%
增持
CTVA
CORTEVA INC
+$6.0M
125,350
+407%
增持
ENB
ENBRIDGE INC
+$5.9M
169,187
+252%
增持
AMT
AMERICAN TOWER CORP NEW
+$5.8M
52,821
+108%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$5.8M
105,639
增持
IWB
ISHARES TR
+$5.8M
123,313
+30%
增持
BX
BLACKSTONE INC
+$5.7M
80,281
+130%
增持
BND
VANGUARD BD INDEX FDS
+$5.6M
523,766
+23%
增持
ICSH
ISHARES TR
+$5.5M
126,468
+688%
