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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 11
增持 52
减持 77
清仓 10
方向
标的
Δ市值
现股数(环比)
建仓
VGLT
VANGUARD SCOTTSDALE FDS
+$53.8M
846,500
增持
AAPL
APPLE INC
+$50.8M
1,660,123
+1%
减持
NVDA
NVIDIA CORPORATION
+$31.7M
252,533
-7%
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
+$29.9M
663,090
+20%
增持
VTI
VANGUARD INDEX FDS
+$27.1M
406,609
+33%
增持
VXUS
VANGUARD STAR FDS
+$26.8M
876,167
+117%
减持
PG
PROCTER AND GAMBLE CO
-$25.1M
195,609
-47%
增持
IVV
ISHARES TR
+$24.3M
307,357
+12%
增持
IVW
ISHARES TR
+$23.7M
505,995
+170%
增持
IUSV
ISHARES TR
+$22.9M
299,930
+3607%
增持
VUG
VANGUARD INDEX FDS
+$21.2M
259,003
+24%
增持
BND
VANGUARD BD INDEX FDS
+$19.3M
986,951
+39%
减持
MSFT
MICROSOFT CORP
+$15.7M
515,088
-7%
减持
VOO
VANGUARD INDEX FDS
+$15.5M
602,905
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$14.0M
1,427,697
+24%
增持
AMZN
AMAZON COM INC
+$13.9M
501,871
+1%
增持
MUB
ISHARES TR
+$13.2M
673,500
+24%
减持
VTV
VANGUARD INDEX FDS
-$11.8M
767,960
-12%
增持
IJH
ISHARES TR
+$11.7M
141,130
+40%
减持
SPYM
SPDR SER TR
-$10.4M
66,651
-77%
增持
EFV
ISHARES TR
+$10.1M
1,007,838
+25%
增持
SCHG
SCHWAB STRATEGIC TR
+$9.9M
654,845
+9%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$9.6M
202,781
+3272%
减持
HEGD
LISTED FD TR
-$9.3M
763,192
-43%
减持
ABBV
ABBVIE INC
-$9.2M
103,151
-29%
增持
AVGO
BROADCOM INC
+$9.0M
25,416
+25%
增持
IWF
ISHARES TR
+$8.7M
185,834
+7%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$8.7M
243,383
-18%
减持
BSV
VANGUARD BD INDEX FDS
-$8.3M
320,599
-25%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$8.2M
310,009
清仓
STPZ
PIMCO ETF TR
-$8.0M
0
-100%
减持
META
META PLATFORMS INC
+$8.0M
119,198
-4%
减持
SUB
ISHARES TR
-$8.0M
265,879
-22%
减持
LOW
LOWES COS INC
-$7.9M
78,233
-39%
增持
AMD
ADVANCED MICRO DEVICES INC
+$7.7M
358,427
+6%
增持
SBR
SABINE RTY TR
+$7.7M
145,069
+453%
增持
SPEM
SPDR INDEX SHS FDS
+$7.4M
819,307
+35%
减持
NEM
NEWMONT CORP
-$6.9M
54,678
-71%
增持
SPY
SPDR S&P 500 ETF TR
+$6.8M
94,140
+10%
减持
SGOL
ABRDN GOLD ETF TRUST
-$6.4M
83,520
-80%
建仓
CP
CANADIAN PACIFIC KANSAS CITY
+$6.4M
79,127
清仓
—
PROSHARES TR
-$6.4M
0
-100%
增持
ITOT
ISHARES TR
+$6.1M
283,183
+19%
减持
MGV
VANGUARD WORLD FD
-$5.9M
300,195
-18%
增持
NFLX
NETFLIX INC
+$5.8M
23,597
+79%
建仓
BX
BLACKSTONE INC
+$5.8M
62,404
减持
AMGN
AMGEN INC
-$5.8M
93,566
-15%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$5.8M
49,942
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$5.6M
298,646
-16%
建仓
—
MAGELLAN MIDSTREAM PRTNRS LP
+$5.4M
86,185
增持
VONE
VANGUARD SCOTTSDALE FDS
+$5.3M
130,887
+16%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$5.3M
231,895
+51%
减持
LMT
LOCKHEED MARTIN CORP
-$5.3M
50,081
-16%
减持
SCHZ
SCHWAB STRATEGIC TR
-$5.1M
172,172
-38%
增持
DBEF
DBX ETF TR
+$4.9M
372,043
+59%
减持
V
VISA INC
-$4.9M
199,186
-14%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.8M
490,737
+31%
增持
EFG
ISHARES TR
+$4.7M
584,197
+7%
减持
ESGU
ISHARES TR
-$4.5M
7,445
-87%
增持
DUHP
DIMENSIONAL ETF TRUST
+$4.5M
528,980
+39%
清仓
CEF
SPROTT PHYSICAL GOLD & SILVE
-$4.4M
0
-100%
清仓
FNV
FRANCO NEV CORP
-$4.3M
0
-100%
减持
DIS
DISNEY WALT CO
-$4.2M
186,221
-11%
减持
REGN
REGENERON PHARMACEUTICALS
-$4.1M
22,572
-9%
增持
AGG
ISHARES TR
+$4.1M
657,941
+9%
增持
DFCF
DIMENSIONAL ETF TRUST
+$4.0M
206,025
+91%
减持
QQQ
INVESCO QQQ TR
+$4.0M
96,241
-2%
减持
QUAL
ISHARES TR
-$3.9M
15,743
-68%
减持
CVX
CHEVRON CORP NEW
-$3.9M
161,174
-10%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.8M
34,994
-9%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$3.8M
271,310
+11%
减持
PFF
ISHARES TR
-$3.8M
9,473
-93%
增持
CDW
CDW CORP
+$3.8M
21,838
+1582%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.7M
348,158
+67%
减持
TGT
TARGET CORP
-$3.7M
58,031
-15%
减持
DFAC
DIMENSIONAL ETF TRUST
-$3.7M
1,200,029
-16%
减持
DGRO
ISHARES TR
-$3.7M
104,256
-43%
减持
AEM
AGNICO EAGLE MINES LTD
-$3.6M
42,649
-62%
增持
IGRO
ISHARES TR
+$3.6M
63,307
+1070%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.5M
69,444
-11%
减持
VBR
VANGUARD INDEX FDS
-$3.4M
47,297
-33%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$3.4M
298,247
+2%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$3.4M
21,964
-66%
减持
CPRT
COPART INC
-$3.3M
5,785
-89%
减持
EL
LAUDER ESTEE COS INC
-$3.2M
37,470
-13%
减持
HD
HOME DEPOT INC
-$3.2M
124,179
-12%
减持
QCOM
QUALCOMM INC
-$3.1M
112,484
-13%
清仓
IUSB
ISHARES TR
-$3.1M
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$3.1M
135,940
+54%
减持
XLE
SELECT SECTOR SPDR TR
-$3.1M
245,592
-11%
减持
PHYS
SPROTT PHYSICAL GOLD TR
-$3.0M
448,878
-29%
减持
WPC
WP CAREY INC
-$3.0M
56,641
-36%
减持
INTC
INTEL CORP
-$3.0M
419,888
-19%
减持
KO
COCA COLA CO
-$2.9M
292,834
-12%
减持
VTIP
VANGUARD MALVERN FDS
-$2.9M
10,168
-86%
减持
MRK
MERCK & CO INC
-$2.9M
204,184
-18%
减持
—
TOTALENERGIES SE
-$2.9M
5,773
-89%
减持
MBB
ISHARES TR
-$2.9M
7,134
-81%
清仓
—
BUNGE LIMITED
-$2.8M
0
-100%
减持
SCHA
SCHWAB STRATEGIC TR
-$2.8M
437,368
-17%
减持
WPM
WHEATON PRECIOUS METALS CORP
-$2.8M
8,166
-87%
减持
—
ACCENTURE PLC IRELAND
-$2.7M
36,156
-25%
减持
FCX
FREEPORT-MCMORAN INC
-$2.7M
68,721
-48%
减持
SCHP
SCHWAB STRATEGIC TR
-$2.7M
26,671
-65%
增持
IWB
ISHARES TR
+$2.7M
112,001
+2%
减持
GOOGL
ALPHABET INC
+$2.7M
439,753
-9%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.7M
503,437
+17%
减持
CSX
CSX CORP
-$2.6M
58,494
-62%
减持
AXP
AMERICAN EXPRESS CO
-$2.6M
35,766
-33%
减持
USMV
ISHARES TR
-$2.6M
343,608
-11%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$2.6M
70,967
减持
NEE
NEXTERA ENERGY INC
-$2.5M
146,445
-16%
减持
MGK
VANGUARD WORLD FD
-$2.5M
132,132
-20%
清仓
—
YAMANA GOLD INC
-$2.3M
0
-100%
减持
SO
SOUTHERN CO
-$2.3M
71,655
-32%
减持
TXN
TEXAS INSTRS INC
-$2.3M
101,393
-8%
建仓
EQR
EQUITY RESIDENTIAL
+$2.2M
33,059
减持
JPM
JPMORGAN CHASE & CO
+$2.2M
304,603
-6%
增持
SCHD
SCHWAB STRATEGIC TR
+$2.2M
401,405
+9%
减持
VNQ
VANGUARD INDEX FDS
-$2.1M
89,533
-22%
减持
GOVT
ISHARES TR
-$2.1M
22,087
-80%
增持
DFEV
DIMENSIONAL ETF TRUST
+$2.1M
426,705
+20%
增持
SCHV
SCHWAB STRATEGIC TR
+$2.1M
362,389
+7%
减持
FPE
FIRST TR EXCH TRADED FD III
-$2.1M
66,141
-66%
增持
AVLV
AMERICAN CENTY ETF TR
+$2.0M
60,292
+163%
增持
IDEV
ISHARES TR
+$2.0M
69,226
+91%
建仓
—
THOMSON REUTERS CORP.
+$2.0M
15,019
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.0M
80,981
+79%
清仓
—
THOMSON REUTERS CORP.
-$2.0M
0
-100%
减持
CLX
CLOROX CO DEL
-$2.0M
7,290
-64%
减持
MINT
PIMCO ETF TR
-$2.0M
11,422
-64%
清仓
PBTP
INVESCO EXCH TRADED FD TR II
-$2.0M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$2.0M
51,375
-16%
增持
DEHP
DIMENSIONAL ETF TRUST
+$2.0M
298,872
+38%
减持
—
LAM RESEARCH CORP
-$2.0M
1,338
-75%
清仓
PAAS
PAN AMERN SILVER CORP
-$1.9M
0
-100%
建仓
XLC
SELECT SECTOR SPDR TR
+$1.9M
28,821
减持
IYW
ISHARES TR
-$1.9M
1,912
-91%
减持
CSCO
CISCO SYS INC
-$1.9M
416,066
-7%
增持
PAPR
INNOVATOR ETFS TR
+$1.8M
127,097
+77%
减持
NUE
NUCOR CORP
-$1.8M
5,419
-69%
建仓
—
ISHARES TR
+$1.8M
70,768
减持
ORCL
ORACLE CORP
+$1.8M
82,412
-4%
增持
PMAY
INNOVATOR ETFS TR
+$1.8M
112,131
+105%
减持
BUD
ANHEUSER BUSCH INBEV SA/NV
-$1.8M
44,922
-30%
增持
GII
SPDR INDEX SHS FDS
+$1.8M
338,729
+13%
增持
OKE
ONEOK INC NEW
+$1.7M
68,156
+76%
减持
ABT
ABBOTT LABS
-$1.7M
176,716
-15%
减持
COP
CONOCOPHILLIPS
-$1.7M
55,023
-27%
增持
—
ISHARES TR
+$1.7M
367,113
+24%
