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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 5
增持 69
减持 73
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
LII
LENNOX INTL INC
+$155.3M
585,969
+105%
减持
VO
VANGUARD INDEX FDS
-$46.9M
584,649
-33%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$38.3M
109,691
-87%
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。
减持
AAPL
APPLE INC
+$35.2M
2,069,604
-2%
减持
VV
VANGUARD INDEX FDS
-$33.4M
80,334
-69%
减持
MSFT
MICROSOFT CORP
+$30.4M
642,245
-4%
增持
SPY
SPDR S&P 500 ETF TR
+$23.7M
227,634
+15%
减持
VOO
VANGUARD INDEX FDS
-$23.1M
511,218
-19%
减持
IUSV
ISHARES TR
-$22.3M
12,397
-96%
增持
QQQ
INVESCO QQQ TR
+$21.3M
170,171
+26%
减持
VTI
VANGUARD INDEX FDS
-$20.6M
336,516
-29%
减持
IVW
ISHARES TR
-$20.1M
226,264
-58%
减持
AMZN
AMAZON COM INC
+$19.5M
641,437
-0%
减持
PFE
PFIZER INC
-$15.5M
1,017,148
-25%
减持
AMD
ADVANCED MICRO DEVICES INC
+$14.1M
346,032
-3%
建仓
PEN
PENUMBRA INC
+$14.0M
55,533
增持
JPM
JPMORGAN CHASE & CO
+$13.5M
451,190
+3%
增持
PANW
PALO ALTO NETWORKS INC
+$13.0M
112,040
+31%
增持
FTNT
FORTINET INC
+$12.6M
342,599
+170%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$12.5M
231,505
+28%
减持
EFG
ISHARES TR
-$11.9M
517,548
-28%
减持
NVDA
NVIDIA CORPORATION
+$11.9M
262,686
-3%
减持
MUB
ISHARES TR
-$11.8M
555,744
-21%
减持
—
EXXON MOBIL CORP
-$11.5M
433,491
-7%
增持
META
META PLATFORMS INC
+$11.2M
166,403
+5%
减持
DDS
DILLARDS INC
+$11.1M
153,038
-0%
增持
AVGO
BROADCOM INC
+$11.0M
32,026
+8%
减持
CVX
CHEVRON CORP NEW
-$10.6M
458,579
-2%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$10.4M
50,623
-70%
减持
SCHX
SCHWAB STRATEGIC TR
+$10.3M
2,331,774
-3%
建仓
TGT
TARGET CORP
+$9.7M
68,327
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$9.7M
834,459
-24%
增持
DFAC
DIMENSIONAL ETF TRUST
+$9.7M
1,450,873
+16%
减持
IJH
ISHARES TR
-$9.4M
93,590
-34%
减持
SPEM
SPDR INDEX SHS FDS
-$9.3M
626,925
-33%
增持
CSWC
CAPITAL SOUTHWEST CORP
+$8.6M
405,411
+855%
减持
EFV
ISHARES TR
-$8.5M
1,017,317
-19%
增持
SCHG
SCHWAB STRATEGIC TR
+$8.3M
731,606
+1%
减持
VTV
VANGUARD INDEX FDS
-$8.2M
815,802
-14%
减持
BND
VANGUARD BD INDEX FDS
-$7.9M
1,002,525
-14%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$7.8M
327,217
-8%
增持
GLD
SPDR GOLD TR
+$7.7M
111,430
+41%
减持
DIS
DISNEY WALT CO
-$7.6M
215,046
-35%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$7.6M
1,319,686
-19%
增持
TLH
ISHARES TR
+$7.5M
87,170
+353%
清仓
—
ISHARES TR
-$7.5M
0
-100%
增持
IWM
ISHARES TR
+$7.4M
87,482
+51%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$7.3M
15,637
-91%
减持
—
UNILEVER PLC
-$7.2M
159,237
-47%
增持
OKE
ONEOK INC NEW
+$7.0M
301,815
+35%
减持
—
MEDTRONIC PLC
-$6.9M
58,103
-61%
增持
VBR
VANGUARD INDEX FDS
+$6.8M
110,301
+35%
增持
VBK
VANGUARD INDEX FDS
+$6.8M
83,614
+33%
增持
ABT
ABBOTT LABS
+$6.7M
294,729
+11%
增持
IWR
ISHARES TR
+$6.5M
254,684
+32%
减持
—
PACIFIC PREMIER BANCORP
-$6.4M
30,070
-91%
增持
DBEF
DBX ETF TR
+$6.3M
657,722
+28%
增持
KO
COCA COLA CO
+$6.3M
450,523
+25%
减持
VYM
VANGUARD WHITEHALL FDS
-$6.2M
252,687
-24%
减持
SBUX
STARBUCKS CORP
-$6.2M
133,416
-36%
增持
CRM
SALESFORCE INC
+$6.1M
73,465
+13%
减持
INTC
INTEL CORP
+$6.0M
485,093
-6%
减持
CSCO
CISCO SYS INC
-$6.0M
472,947
-15%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$5.8M
156,735
+18%
减持
WMT
WALMART INC
-$5.8M
179,553
-16%
增持
VOE
VANGUARD INDEX FDS
+$5.6M
158,505
+20%
建仓
BNTX
BIONTECH SE
+$5.6M
52,706
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$5.5M
310,941
-16%
减持
NVO
NOVO-NORDISK A S
-$5.5M
51,174
-57%
清仓
TSN
TYSON FOODS INC
-$5.3M
0
-100%
增持
DUHP
DIMENSIONAL ETF TRUST
+$5.2M
746,302
+19%
减持
RY
ROYAL BK CDA
-$5.2M
12,471
-83%
增持
—
GUARANTY BANCSHARES INC TEX
+$5.2M
164,211
+1437%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$5.2M
148,027
+140%
增持
MCD
MCDONALDS CORP
+$5.1M
130,675
+2%
减持
BIL
SPDR SER TR
-$4.9M
149,139
-26%
减持
V
VISA INC
+$4.9M
263,110
-5%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$4.9M
75,698
+879%
增持
IEFA
ISHARES TR
+$4.8M
505,899
+6%
增持
IAU
ISHARES GOLD TR
+$4.6M
400,209
+27%
减持
ADBE
ADOBE INC
-$4.5M
20,157
-38%
减持
GD
GENERAL DYNAMICS CORP
-$4.4M
10,213
-68%
增持
S
SENTINELONE INC
+$4.3M
215,111
+130%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$4.3M
43,561
+6%
增持
ENB
ENBRIDGE INC
+$4.2M
361,487
+37%
减持
ORCL
ORACLE CORP
-$4.1M
166,944
-19%
增持
VOT
VANGUARD INDEX FDS
+$4.1M
90,376
+11%
减持
BA
BOEING CO
+$3.9M
83,438
-10%
减持
SCHM
SCHWAB STRATEGIC TR
+$3.9M
571,417
-1%
增持
LMT
LOCKHEED MARTIN CORP
+$3.9M
66,936
+4%
增持
XLK
SELECT SECTOR SPDR TR
+$3.8M
44,778
+54%
减持
MMM
3M CO
-$3.8M
51,582
-49%
减持
ITOT
ISHARES TR
-$3.8M
231,057
-22%
减持
—
ACCENTURE PLC IRELAND
-$3.7M
39,128
-31%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$3.7M
18,846
+86%
减持
VB
VANGUARD INDEX FDS
-$3.7M
80,983
-27%
增持
PH
PARKER-HANNIFIN CORP
+$3.7M
22,410
+32%
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$3.7M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$3.5M
422,676
-6%
减持
HEGD
LISTED FD TR
-$3.5M
505,057
-32%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.5M
633,183
+15%
增持
CL
COLGATE PALMOLIVE CO
+$3.5M
136,979
+31%
减持
BIIB
BIOGEN INC
-$3.5M
4,542
-75%
减持
HD
HOME DEPOT INC
+$3.5M
174,286
-7%
增持
ET
ENERGY TRANSFER L P
+$3.4M
801,598
+47%
增持
DFIC
DIMENSIONAL ETF TRUST
+$3.4M
210,402
+145%
增持
DFUS
DIMENSIONAL ETF TRUST
+$3.3M
339,195
+10%
减持
QCOM
QUALCOMM INC
+$3.3M
126,370
-6%
减持
AGG
ISHARES TR
+$3.2M
800,924
-1%
增持
SCZ
ISHARES TR
+$3.2M
84,218
+131%
减持
GUNR
FLEXSHARES TR
-$3.1M
187,195
-30%
增持
KMI
KINDER MORGAN INC DEL
+$3.1M
417,557
+63%
增持
LLY
ELI LILLY & CO
+$3.1M
66,111
+0%
减持
PEP
PEPSICO INC
-$3.1M
271,015
-7%
减持
VXUS
VANGUARD STAR FDS
-$3.1M
284,437
-22%
增持
HON
HONEYWELL INTL INC
+$3.1M
102,713
+3%
增持
GOOG
ALPHABET INC
+$3.0M
202,835
+5%
减持
CNI
CANADIAN NATL RY CO
-$3.0M
40,767
-46%
增持
DSI
ISHARES TR
+$3.0M
52,462
+140%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$3.0M
493,935
+10%
减持
RTX
RTX CORPORATION
-$3.0M
203,692
-27%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.0M
287,862
+20%
增持
XBI
SPDR SER TR
+$2.9M
53,946
+105%
减持
BAC
BANK AMERICA CORP
+$2.9M
610,989
-5%
增持
DFAT
DIMENSIONAL ETF TRUST
+$2.9M
240,003
+13%
减持
USMV
ISHARES TR
-$2.9M
278,833
-18%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$2.8M
296,884
-14%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.8M
665,267
+8%
减持
IWF
ISHARES TR
+$2.8M
177,978
-7%
增持
MRK
MERCK & CO INC
+$2.8M
289,729
+4%
增持
OKTA
OKTA INC
+$2.8M
61,303
+80%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.8M
51,684
+6%
减持
SCHA
SCHWAB STRATEGIC TR
+$2.7M
502,161
-1%
增持
RGLD
ROYAL GOLD INC
+$2.7M
36,644
+128%
增持
POCT
INNOVATOR ETFS TR
+$2.7M
193,279
+53%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.7M
404,317
+13%
减持
UPS
UNITED PARCEL SERVICE INC
-$2.7M
50,229
-26%
建仓
CSW
CSW INDUSTRIALS INC
+$2.7M
12,934
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$2.6M
8,084
-83%
增持
—
CHUBB LIMITED
+$2.6M
49,230
+21%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$2.6M
720,847
+20%
建仓
BBEU
J P MORGAN EXCHANGE TRADED F
+$2.6M
46,137
增持
MDLZ
MONDELEZ INTL INC
+$2.6M
384,364
+6%
增持
AMGN
AMGEN INC
+$2.6M
116,413
+1%
减持
WFC
WELLS FARGO CO NEW
+$2.6M
416,704
-5%
减持
COST
COSTCO WHSL CORP NEW
+$2.6M
38,581
-5%
增持
PDEC
INNOVATOR ETFS TR
+$2.6M
207,025
+42%
减持
IDEV
ISHARES TR
-$2.5M
51,272
-49%
增持
ESGD
ISHARES TR
+$2.5M
70,947
+74%
增持
DFEM
DIMENSIONAL ETF TRUST
+$2.5M
122,959
+429%
