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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 12
增持 132
减持 4
清仓 2
方向
标的
Δ市值
现股数(环比)
建仓
LII
LENNOX INTL INC
+$107.0M
285,666
增持
CVX
CHEVRON CORP NEW
+$53.6M
468,500
+191%
建仓
DDS
DILLARDS INC
+$50.6M
153,066
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
VV
VANGUARD INDEX FDS
+$47.0M
260,371
+1245%
增持
SPY
SPDR S&P 500 ETF TR
+$42.8M
197,669
+110%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$41.9M
872,473
+2244%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$41.5M
355,282
+46%
增持
AAPL
APPLE INC
+$41.2M
2,121,712
+28%
增持
VO
VANGUARD INDEX FDS
+$37.0M
878,522
+32%
增持
PG
PROCTER AND GAMBLE CO
+$35.8M
448,880
+129%
增持
MSFT
MICROSOFT CORP
+$35.7M
668,559
+30%
减持
VXUS
VANGUARD STAR FDS
-$29.6M
365,582
-58%
增持
AJG
GALLAGHER ARTHUR J & CO
+$29.2M
131,059
+4515%
增持
PFE
PFIZER INC
+$26.9M
1,350,729
+177%
增持
VUG
VANGUARD INDEX FDS
+$25.7M
363,368
+40%
增持
GOOGL
ALPHABET INC
+$24.7M
591,103
+34%
增持
VTV
VANGUARD INDEX FDS
+$21.1M
944,013
+23%
增持
MDLZ
MONDELEZ INTL INC
+$19.8M
363,652
+389%
增持
—
EXXON MOBIL CORP
+$19.4M
466,741
+41%
增持
JPM
JPMORGAN CHASE & CO
+$19.0M
436,198
+43%
增持
HD
HOME DEPOT INC
+$18.4M
188,399
+52%
增持
V
VISA INC
+$16.3M
276,459
+39%
增持
VTEB
VANGUARD MUN BD FDS
+$15.8M
567,706
+149%
增持
IVV
ISHARES TR
+$15.8M
355,852
+16%
增持
LOW
LOWES COS INC
+$14.3M
153,807
+97%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$14.2M
167,692
+1025%
增持
VYM
VANGUARD WHITEHALL FDS
+$13.7M
333,094
+71%
增持
META
META PLATFORMS INC
+$13.5M
158,988
+33%
增持
PANW
PALO ALTO NETWORKS INC
+$12.9M
85,273
+209%
增持
QQQ
INVESCO QQQ TR
+$12.9M
135,195
+40%
增持
JNJ
JOHNSON & JOHNSON
+$12.7M
366,161
+37%
增持
AMZN
AMAZON COM INC
+$12.6M
643,590
+28%
增持
EFV
ISHARES TR
+$12.2M
1,257,748
+25%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$12.1M
457,450
+69%
增持
ORCL
ORACLE CORP
+$11.9M
205,148
+149%
增持
AGG
ISHARES TR
+$11.8M
810,736
+23%
增持
ABBV
ABBVIE INC
+$11.6M
171,144
+66%
增持
WFC
WELLS FARGO CO NEW
+$11.6M
438,970
+196%
增持
NVDA
NVIDIA CORPORATION
+$11.4M
271,721
+8%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$11.1M
133,374
+155%
增持
VTI
VANGUARD INDEX FDS
+$10.8M
472,610
+16%
减持
GII
SPDR INDEX SHS FDS
-$10.6M
150,961
-55%
增持
DIS
DISNEY WALT CO
+$10.4M
333,279
+79%
增持
LLY
ELI LILLY & CO
+$10.2M
65,979
+23%
增持
AMGN
AMGEN INC
+$10.2M
115,101
+23%
增持
—
UNILEVER PLC
+$10.1M
302,489
+229%
增持
OKE
ONEOK INC NEW
+$9.9M
223,158
+227%
增持
BND
VANGUARD BD INDEX FDS
+$9.9M
1,170,493
+19%
增持
ADBE
ADOBE INC
+$9.8M
32,506
+136%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$9.1M
180,762
+49%
建仓
—
PIPER SANDLER COMPANIES
+$9.0M
62,208
增持
NVO
NOVO-NORDISK A S
+$9.0M
118,599
+989%
增持
KHC
KRAFT HEINZ CO
+$8.9M
286,703
+1351%
增持
VB
VANGUARD INDEX FDS
+$8.8M
110,968
+82%
增持
VOE
VANGUARD INDEX FDS
+$8.8M
132,593
+114%
增持
TSLA
TESLA INC
+$8.6M
95,572
+63%
增持
VOT
VANGUARD INDEX FDS
+$8.4M
81,070
+127%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$8.4M
240,204
+197%
增持
CSCO
CISCO SYS INC
+$8.3M
555,415
+33%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$8.2M
598,252
+93%
增持
T
AT&T INC
+$8.2M
948,594
+148%
增持
SCHW
SCHWAB CHARLES CORP
+$8.1M
287,458
+111%
减持
GUNR
FLEXSHARES TR
-$7.8M
266,875
-43%
建仓
PENN
PENN ENTERTAINMENT INC
+$7.8M
339,597
建仓
STPZ
PIMCO ETF TR
+$7.8M
155,225
增持
SBUX
STARBUCKS CORP
+$7.7M
207,733
+83%
清仓
TGT
TARGET CORP
-$7.7M
0
-100%
增持
GOOG
ALPHABET INC
+$7.5M
193,785
+30%
增持
WMT
WALMART INC
+$7.4M
213,070
+25%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$7.2M
1,099,091
+30%
增持
IP
INTERNATIONAL PAPER CO
+$7.2M
211,285
+1922%
增持
FTNT
FORTINET INC
+$7.1M
126,986
+2735%
增持
NKE
NIKE INC
+$7.0M
175,469
+97%
增持
—
PACIFIC PREMIER BANCORP
+$6.8M
335,319
+1282%
建仓
TFLO
ISHARES TR
+$6.8M
133,905
增持
UNH
UNITEDHEALTH GROUP INC
+$6.6M
79,357
+14%
增持
ABT
ABBOTT LABS
+$6.5M
266,286
+51%
增持
PEP
PEPSICO INC
+$6.5M
289,868
+26%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$6.4M
48,740
+39%
增持
EFG
ISHARES TR
+$6.3M
718,935
+23%
增持
—
ACCENTURE PLC IRELAND
+$6.3M
56,850
+57%
建仓
—
PROSHARES TR
+$6.1M
418,974
增持
RTX
RTX CORPORATION
+$5.9M
279,315
+93%
增持
—
MEDTRONIC PLC
+$5.9M
148,810
+126%
增持
DFCF
DIMENSIONAL ETF TRUST
+$5.9M
357,966
+74%
增持
IEMG
ISHARES INC
+$5.8M
410,507
+47%
增持
COST
COSTCO WHSL CORP NEW
+$5.7M
40,535
+27%
增持
MMM
3M CO
+$5.6M
100,558
+161%
增持
—
WALGREENS BOOTS ALLIANCE INC
+$5.6M
303,998
+616%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.5M
650,286
+33%
增持
WBD
WARNER BROS DISCOVERY INC
+$5.5M
556,046
+1137%
建仓
FNV
FRANCO NEV CORP
+$5.5M
40,955
清仓
—
MAGELLAN MIDSTREAM PRTNRS LP
-$5.4M
0
-100%
增持
RY
ROYAL BK CDA
+$5.3M
74,317
+499%
增持
PM
PHILIP MORRIS INTL INC
+$5.3M
149,255
+71%
增持
CRM
SALESFORCE INC
+$5.3M
65,222
+74%
增持
CAT
CATERPILLAR INC
+$5.3M
74,215
+22%
增持
MRK
MERCK & CO INC
+$5.2M
279,668
+37%
增持
VBR
VANGUARD INDEX FDS
+$5.2M
81,713
+73%
增持
PH
PARKER-HANNIFIN CORP
+$5.2M
16,995
+366%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$5.2M
448,635
-16%
增持
COP
CONOCOPHILLIPS
+$5.1M
90,568
+65%
增持
TSN
TYSON FOODS INC
+$5.1M
104,274
+2462%
增持
DVY
ISHARES TR
+$5.0M
125,207
+68%
增持
ENB
ENBRIDGE INC
+$5.0M
263,420
+157%
增持
GD
GENERAL DYNAMICS CORP
+$5.0M
31,992
+234%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.0M
343,898
+15%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$4.9M
1,619,532
+13%
增持
SCHD
SCHWAB STRATEGIC TR
+$4.9M
480,567
+20%
建仓
ZIP
ZIPRECRUITER INC
+$4.8M
403,700
增持
DBEF
DBX ETF TR
+$4.8M
515,721
+39%
增持
SCHM
SCHWAB STRATEGIC TR
+$4.8M
578,298
+20%
增持
DFLV
DIMENSIONAL ETF TRUST
+$4.8M
548,650
+58%
增持
DHR
DANAHER CORPORATION
+$4.7M
36,755
+101%
增持
DOW
DOW INC
+$4.7M
155,572
+146%
增持
MO
ALTRIA GROUP INC
+$4.6M
250,319
+90%
增持
GLD
SPDR GOLD TR
+$4.5M
79,079
+56%
建仓
BMO
BANK MONTREAL QUE
+$4.5M
52,877
建仓
SLVM
SYLVAMO CORP
+$4.5M
101,282
增持
BIL
SPDR SER TR
+$4.4M
202,289
+31%
增持
MA
MASTERCARD INCORPORATED
+$4.4M
62,115
+21%
增持
AEM
AGNICO EAGLE MINES LTD
+$4.3M
142,576
+234%
增持
INTC
INTEL CORP
+$4.3M
515,624
+23%
增持
BIIB
BIOGEN INC
+$4.3M
18,156
+1245%
增持
PYPL
PAYPAL HLDGS INC
+$4.3M
106,359
+264%
增持
PAUG
INNOVATOR ETFS TR
+$4.2M
226,586
+150%
增持
—
CHUBB LIMITED
+$4.2M
40,819
+83%
增持
XLE
SELECT SECTOR SPDR TR
+$4.2M
266,859
+9%
建仓
CEF
SPROTT PHYSICAL GOLD & SILVE
+$4.2M
240,918
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$4.1M
301,679
+30%
增持
NEM
NEWMONT CORP
+$4.0M
171,084
+213%
增持
AMD
ADVANCED MICRO DEVICES INC
-$4.0M
358,485
+0%
增持
—
LAM RESEARCH CORP
+$3.9M
7,602
+468%
增持
IWR
ISHARES TR
+$3.9M
192,285
+49%
增持
NSC
NORFOLK SOUTHN CORP
+$3.8M
32,454
+187%
增持
VBK
VANGUARD INDEX FDS
+$3.7M
62,726
+49%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$3.7M
90,076
+10%
增持
AXP
AMERICAN EXPRESS CO
+$3.7M
66,568
+86%
增持
CPRT
COPART INC
+$3.7M
97,495
+1585%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.6M
67,906
+74%
增持
ET
ENERGY TRANSFER L P
+$3.5M
545,971
+69%
增持
DFIV
DIMENSIONAL ETF TRUST
+$3.5M
614,609
+22%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.5M
837,692
+20%
增持
PSX
PHILLIPS 66
+$3.4M
47,273
+102%
增持
CHRW
C H ROBINSON WORLDWIDE INC
+$3.4M
42,600
+1551%
增持
REGN
REGENERON PHARMACEUTICALS
+$3.4M
23,831
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$3.4M
64,662
+29%
增持
SO
SOUTHERN CO
+$3.4M
129,878
+81%
增持
ROK
ROCKWELL AUTOMATION INC
+$3.4M
14,910
+449%
增持
SPEM
SPDR INDEX SHS FDS
+$3.4M
939,243
+15%
