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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 9
增持 111
减持 26
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
MUB
ISHARES TR
+$28.6M
571,747
+85%
减持
AMZN
AMAZON COM INC
-$19.0M
501,190
-7%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$16.6M
447,132
+179%
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
VTV
VANGUARD INDEX FDS
+$15.4M
800,026
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$15.0M
296,278
+3%
增持
EFG
ISHARES TR
+$14.5M
473,745
+36%
增持
VOO
VANGUARD INDEX FDS
+$14.2M
568,230
+1%
增持
JPM
JPMORGAN CHASE & CO
+$12.7M
343,911
+7%
增持
ABEQ
UNIFIED SER TR
+$12.3M
739,620
+124%
增持
—
EXXON MOBIL CORP
+$11.2M
290,817
+22%
建仓
SBR
SABINE RTY TR
+$11.2M
130,900
增持
EFV
ISHARES TR
+$10.9M
668,397
+30%
增持
VO
VANGUARD INDEX FDS
+$9.9M
520,301
+2%
增持
IEMG
ISHARES INC
+$9.2M
467,089
+59%
增持
HD
HOME DEPOT INC
+$8.8M
142,626
+9%
增持
DGRO
ISHARES TR
+$8.7M
222,085
+318%
增持
EFA
ISHARES TR
+$8.7M
304,627
+51%
清仓
TGT
TARGET CORP
-$8.6M
0
-100%
增持
V
VISA INC
+$8.5M
208,359
+6%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$8.5M
287,204
+11%
增持
VUG
VANGUARD INDEX FDS
+$8.0M
202,682
+23%
增持
IEFA
ISHARES TR
+$7.7M
429,499
+21%
增持
CVX
CHEVRON CORP NEW
+$7.6M
137,916
+16%
增持
SCHX
SCHWAB STRATEGIC TR
+$7.6M
2,348,469
+1%
增持
BND
VANGUARD BD INDEX FDS
+$7.3M
688,331
+17%
建仓
BYD
BOYD GAMING CORP
+$6.8M
125,008
增持
LMT
LOCKHEED MARTIN CORP
+$6.8M
52,949
+8%
增持
MSFT
MICROSOFT CORP
+$6.8M
549,454
+2%
减持
GOOGL
ALPHABET INC
-$6.7M
480,309
-6%
增持
MRK
MERCK & CO INC
+$6.6M
184,335
+14%
建仓
—
BIOXCEL THERAPEUTICS INC
+$6.5M
302,150
增持
TSLA
TESLA INC
-$6.5M
49,631
+5%
增持
FLOT
ISHARES TR
+$6.4M
137,331
+1212%
增持
BA
BOEING CO
+$6.4M
85,129
+4%
增持
UNH
UNITEDHEALTH GROUP INC
+$6.2M
75,707
+13%
增持
PEP
PEPSICO INC
+$6.1M
218,778
+7%
增持
AMGN
AMGEN INC
+$5.8M
114,088
+7%
增持
SPY
SPDR S&P 500 ETF TR
+$5.8M
101,139
+10%
增持
HYMB
SPDR SER TR
+$5.7M
135,478
+632%
增持
BIL
SPDR SER TR
+$5.4M
69,869
+524%
增持
SCHG
SCHWAB STRATEGIC TR
+$5.4M
559,574
+21%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$5.3M
1,091,929
-2%
增持
IJH
ISHARES TR
+$5.3M
109,372
+13%
减持
IVV
ISHARES TR
+$5.3M
280,127
-2%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$5.2M
19,583
-78%
减持
META
META PLATFORMS INC
-$5.2M
123,099
-16%
增持
CI
CIGNA CORP NEW
+$5.2M
43,334
+31%
增持
LLY
LILLY ELI & CO
+$5.1M
40,246
+35%
增持
BSV
VANGUARD BD INDEX FDS
+$5.1M
413,983
+19%
增持
VYM
VANGUARD WHITEHALL FDS
+$5.1M
193,531
+16%
减持
SHY
ISHARES TR
-$5.0M
99,610
-38%
减持
PG
PROCTER AND GAMBLE CO
+$4.9M
211,119
-1%
增持
HON
HONEYWELL INTL INC
+$4.9M
93,869
+3%
增持
SCHF
SCHWAB STRATEGIC TR
+$4.9M
654,084
+14%
减持
NVDA
NVIDIA CORPORATION
+$4.7M
287,892
-6%
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$4.7M
136,977
+23%
增持
PFE
PFIZER INC
+$4.7M
466,468
+6%
减持
CAT
CATERPILLAR INC
+$4.6M
62,148
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$4.6M
281,926
+1%
增持
KO
COCA COLA CO
+$4.4M
230,926
+26%
增持
MCD
MCDONALDS CORP
+$4.4M
115,878
+2%
建仓
PBT
PERMIAN BASIN RTY TR
+$4.4M
172,838
增持
DFAC
DIMENSIONAL ETF TRUST
+$4.3M
1,347,633
+6%
增持
CSCO
CISCO SYS INC
+$4.2M
453,738
+4%
增持
IWF
ISHARES TR
+$4.1M
174,460
+10%
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.1M
552,513
+14%
增持
REGN
REGENERON PHARMACEUTICALS
+$3.9M
31,923
+15%
增持
JNJ
JOHNSON & JOHNSON
+$3.9M
272,911
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$3.9M
111,390
+12%
增持
QQQ
INVESCO QQQ TR
+$3.9M
101,149
+17%
增持
VTEB
VANGUARD MUN BD FDS
+$3.7M
187,938
+63%
减持
TIPX
SPDR SER TR
-$3.7M
239,876
-46%
增持
PNOV
INNOVATOR ETFS TR
+$3.6M
163,414
+249%
减持
MGV
VANGUARD WORLD FD
+$3.6M
397,850
-4%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$3.4M
100,034
+105%
减持
—
MEDTRONIC PLC
-$3.4M
62,712
-39%
增持
PDEC
INNOVATOR ETFS TR
+$3.4M
160,498
+225%
增持
WMT
WALMART INC
+$3.3M
178,478
+5%
增持
USMV
ISHARES TR
+$3.1M
382,646
+4%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.1M
309,796
+1%
增持
IWD
ISHARES TR
+$3.0M
61,544
+33%
增持
SCHV
SCHWAB STRATEGIC TR
+$3.0M
341,697
+2%
建仓
ROBO
EXCHANGE TRADED CONCEPTS TR
+$3.0M
64,887
增持
HYD
VANECK ETF TRUST
+$3.0M
98,158
+150%
增持
NKE
NIKE INC
+$3.0M
82,410
+3%
清仓
SHV
ISHARES TR
-$2.9M
0
-100%
建仓
RC
READY CAPITAL CORP
+$2.9M
262,366
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.9M
279,817
+28%
减持
AGG
ISHARES TR
-$2.8M
587,215
-5%
清仓
USO
UNITED STS OIL FD LP
-$2.8M
0
-100%
增持
—
ISHARES TR
+$2.8M
183,005
+164%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$2.7M
246,458
+23%
增持
EOG
EOG RES INC
+$2.7M
48,337
+51%
建仓
FTCS
FIRST TR EXCHANGE-TRADED FD
+$2.7M
35,578
减持
ZTS
ZOETIS INC
-$2.6M
10,066
-64%
减持
TXN
TEXAS INSTRS INC
-$2.6M
113,316
-18%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.6M
232,423
+68%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$2.5M
36,603
-6%
增持
IJR
ISHARES TR
+$2.5M
222,383
+5%
增持
SPEM
SPDR INDEX SHS FDS
+$2.5M
517,673
+10%
增持
DFEV
DIMENSIONAL ETF TRUST
+$2.5M
219,423
+81%
增持
POCT
INNOVATOR ETFS TR
+$2.5M
137,249
+135%
减持
MA
MASTERCARD INCORPORATED
+$2.4M
47,897
-4%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$2.4M
50,108
-51%
增持
IWR
ISHARES TR
+$2.4M
128,949
+28%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$2.4M
57,868
增持
HCA
HCA HEALTHCARE INC
+$2.4M
12,517
+270%
增持
IVW
ISHARES TR
+$2.4M
199,960
+24%
减持
HEGD
LISTED FD TR
-$2.3M
830,586
-16%
增持
ISCF
ISHARES TR
+$2.3M
362,006
+11%
减持
TFI
SPDR SER TR
-$2.3M
39,063
-58%
增持
EL
LAUDER ESTEE COS INC
+$2.3M
19,953
+61%
增持
DE
DEERE & CO
+$2.2M
19,175
+7%
增持
SPG
SIMON PPTY GROUP INC NEW
+$2.2M
36,144
+61%
增持
BAC
BANK AMERICA CORP
+$2.2M
563,411
+3%
增持
SUB
ISHARES TR
+$2.2M
373,886
+4%
增持
ABBV
ABBVIE INC
+$2.2M
78,329
+0%
增持
MAR
MARRIOTT INTL INC NEW
+$2.1M
34,259
+63%
增持
ORCL
ORACLE CORP
+$2.1M
78,186
+12%
增持
CMCSA
COMCAST CORP NEW
+$2.1M
109,285
+87%
减持
VTI
VANGUARD INDEX FDS
+$2.1M
260,462
-2%
增持
—
UNILEVER PLC
+$2.1M
129,057
+29%
增持
—
ISHARES TR
+$2.1M
168,538
+103%
增持
—
LINDE PLC
+$2.1M
13,561
+56%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.1M
156,463
+27%
增持
SPYG
SPDR SER TR
+$2.0M
93,054
+75%
增持
AXP
AMERICAN EXPRESS CO
+$2.0M
38,640
+42%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$2.0M
234,156
+15%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$2.0M
74,834
-27%
增持
IXUS
ISHARES TR
+$2.0M
64,718
+90%
增持
—
DUPONT DE NEMOURS INC
+$2.0M
51,122
+71%
增持
CL
COLGATE PALMOLIVE CO
+$2.0M
90,649
+24%
减持
GOOG
ALPHABET INC
-$2.0M
175,824
-4%
减持
AOS
SMITH A O CORP
-$2.0M
26,070
-63%
增持
PM
PHILIP MORRIS INTL INC
+$1.9M
75,661
+9%
增持
IBB
ISHARES TR
+$1.9M
72,608
+11%
增持
MTUM
ISHARES TR
+$1.9M
68,957
+10%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$1.8M
32,663
+3%
增持
DFAS
DIMENSIONAL ETF TRUST
+$1.8M
215,529
+9%
增持
APD
AIR PRODS & CHEMS INC
+$1.8M
7,562
+251%
增持
COP
CONOCOPHILLIPS
+$1.8M
53,673
+21%
增持
SBUX
STARBUCKS CORP
+$1.7M
114,802
+0%
增持
IAU
ISHARES GOLD TR
+$1.7M
212,903
+19%
增持
ITW
ILLINOIS TOOL WKS INC
+$1.7M
33,216
+7%
建仓
L
LOEWS CORP
+$1.7M
29,285
增持
DISV
DIMENSIONAL ETF TRUST
+$1.7M
158,883
+62%
减持
SRLN
SSGA ACTIVE ETF TR
-$1.7M
77,160
-35%
增持
ADI
ANALOG DEVICES INC
+$1.7M
17,970
+98%
清仓
IEI
ISHARES TR
-$1.7M
0
-100%
增持
AEM
AGNICO EAGLE MINES LTD
+$1.6M
36,362
+531%
