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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 5
增持 79
减持 65
清仓 1
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$89.9M
243,484
-7%
减持
AAPL
APPLE INC
-$61.6M
1,964,696
-5%
增持
DFUV
DIMENSIONAL ETF TRUST
+$34.3M
1,186,006
+211%
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
MSFT
MICROSOFT CORP
+$27.5M
639,300
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$24.3M
335,227
+2%
增持
VOO
VANGUARD INDEX FDS
+$23.9M
514,202
+1%
增持
VO
VANGUARD INDEX FDS
+$23.1M
636,806
+9%
增持
ET
ENERGY TRANSFER L P
+$18.1M
1,856,678
+132%
增持
VTV
VANGUARD INDEX FDS
+$17.4M
855,881
+5%
减持
AMZN
AMAZON COM INC
+$14.8M
622,437
-3%
增持
IWF
ISHARES TR
+$13.8M
200,897
+13%
减持
IVV
ISHARES TR
+$12.9M
311,689
-1%
减持
SCHX
SCHWAB STRATEGIC TR
+$12.7M
2,323,807
-0%
建仓
—
SUMMIT MATLS INC
+$12.4M
278,395
增持
VUG
VANGUARD INDEX FDS
+$12.3M
321,014
+2%
减持
META
META PLATFORMS INC
+$11.7M
145,470
-13%
减持
UNH
UNITEDHEALTH GROUP INC
-$11.7M
58,137
-24%
增持
CAT
CATERPILLAR INC
+$11.7M
90,664
+24%
增持
SCHG
SCHWAB STRATEGIC TR
+$10.9M
772,322
+6%
减持
AMD
ADVANCED MICRO DEVICES INC
+$10.5M
340,855
-1%
增持
DIS
DISNEY WALT CO
+$10.5M
244,581
+14%
增持
—
EXXON MOBIL CORP
+$10.4M
462,031
+7%
减持
PEN
PENUMBRA INC
-$10.3M
16,443
-70%
减持
DDS
DILLARDS INC
+$10.1M
152,323
-0%
增持
PFE
PFIZER INC
+$10.0M
1,415,496
+39%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$8.7M
205,108
+101%
减持
TSLA
TESLA INC
-$8.4M
82,877
-10%
增持
PYPL
PAYPAL HLDGS INC
+$8.2M
210,523
+120%
减持
LII
LENNOX INTL INC
+$7.6M
552,048
-6%
增持
COST
COSTCO WHSL CORP NEW
+$7.4M
44,918
+16%
增持
—
PACIFIC PREMIER BANCORP
+$7.2M
336,206
+1018%
减持
MDLZ
MONDELEZ INTL INC
-$6.8M
300,194
-22%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$6.8M
35,562
-31%
增持
—
CHECK POINT SOFTWARE TECH LT
+$6.7M
48,037
+502%
建仓
BIO
BIO RAD LABS INC
+$6.6M
18,981
增持
VONG
VANGUARD SCOTTSDALE FDS
+$6.5M
449,978
+8%
增持
AXP
AMERICAN EXPRESS CO
+$6.5M
82,389
+26%
增持
FTNT
FORTINET INC
+$6.2M
384,421
+12%
减持
AVGO
BROADCOM INC
+$6.1M
31,590
-1%
减持
ABT
ABBOTT LABS
-$6.1M
231,940
-21%
增持
SCHM
SCHWAB STRATEGIC TR
+$6.0M
601,654
+5%
增持
MCK
MCKESSON CORP
+$5.9M
13,804
+334%
减持
ROK
ROCKWELL AUTOMATION INC
-$5.8M
3,114
-86%
减持
QQQ
INVESCO QQQ TR
+$5.4M
169,030
-1%
增持
BA
BOEING CO
-$5.3M
85,096
+2%
增持
SPGI
S&P GLOBAL INC
+$5.3M
24,431
+112%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$5.3M
956,276
+15%
减持
MRK
MERCK & CO INC
+$5.1M
278,042
-4%
增持
VRSK
VERISK ANALYTICS INC
+$5.0M
22,722
+1567%
减持
HON
HONEYWELL INTL INC
-$5.0M
80,674
-21%
增持
TGT
TARGET CORP
+$4.9M
82,690
+21%
减持
IEMG
ISHARES INC
-$4.9M
309,950
-25%
增持
QCOM
QUALCOMM INC
+$4.8M
136,167
+8%
减持
PENN
PENN ENTERTAINMENT INC
-$4.7M
226,317
-33%
增持
WMT
WALMART INC
+$4.7M
548,162
+205%
减持
HD
HOME DEPOT INC
+$4.6M
169,569
-3%
增持
BND
VANGUARD BD INDEX FDS
+$4.6M
1,078,025
+8%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$4.5M
221,620
-4%
减持
VTI
VANGUARD INDEX FDS
+$4.4M
324,124
-4%
减持
JPM
JPMORGAN CHASE & CO
+$4.4M
404,964
-10%
增持
DUHP
DIMENSIONAL ETF TRUST
+$4.3M
812,638
+9%
减持
DHR
DANAHER CORPORATION
-$4.3M
21,252
-49%
减持
VXUS
VANGUARD STAR FDS
-$4.2M
204,279
-28%
减持
LLY
ELI LILLY & CO
-$4.1M
44,205
-33%
减持
NSC
NORFOLK SOUTHN CORP
-$4.1M
13,910
-57%
减持
SPY
SPDR S&P 500 ETF TR
-$4.1M
198,980
-13%
增持
DSI
ISHARES TR
+$4.0M
87,426
+67%
增持
XLE
SELECT SECTOR SPDR TR
+$4.0M
289,169
+4%
增持
WFC
WELLS FARGO CO NEW
+$4.0M
423,038
+2%
增持
IWB
ISHARES TR
+$4.0M
119,400
+3%
增持
DBEF
DBX ETF TR
+$3.9M
688,895
+5%
减持
DFAC
DIMENSIONAL ETF TRUST
+$3.8M
1,446,930
-0%
建仓
GBTC
GRAYSCALE BITCOIN TR BTC
+$3.8M
59,800
增持
EFG
ISHARES TR
+$3.8M
519,207
+0%
增持
ORCL
ORACLE CORP
+$3.7M
169,964
+2%
增持
ISTB
ISHARES TR
+$3.7M
299,307
+35%
增持
SCHD
SCHWAB STRATEGIC TR
+$3.6M
480,558
+4%
减持
GOOGL
ALPHABET INC
+$3.6M
523,074
-3%
减持
EL
LAUDER ESTEE COS INC
-$3.6M
15,123
-63%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.6M
38,504
-65%
增持
DFLV
DIMENSIONAL ETF TRUST
+$3.6M
689,615
+9%
减持
V
VISA INC
-$3.4M
233,329
-11%
减持
KO
COCA COLA CO
-$3.4M
379,017
-16%
增持
GE
GENERAL ELECTRIC CO
+$3.3M
59,966
+6%
增持
SCHF
SCHWAB STRATEGIC TR
+$3.3M
851,326
+5%
增持
BNTX
BIONTECH SE
+$3.3M
95,822
+82%
建仓
VDC
VANGUARD WORLD FD
+$3.3M
15,922
增持
PFEB
INNOVATOR ETFS TRUST
+$3.1M
193,282
+83%
减持
AJG
GALLAGHER ARTHUR J & CO
+$3.1M
129,604
-0%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$3.1M
164,138
+5%
清仓
—
SPLUNK INC
-$3.1M
0
-100%
增持
EXPE
EXPEDIA GROUP INC
+$3.0M
38,391
+159%
减持
PG
PROCTER AND GAMBLE CO
+$3.0M
400,215
-5%
建仓
—
BUNGE GLOBAL SA
+$2.9M
28,093
增持
VLO
VALERO ENERGY CORP
+$2.8M
60,786
+5%
增持
INTC
INTEL CORP
-$2.8M
487,620
+1%
增持
UPS
UNITED PARCEL SERVICE INC
+$2.8M
72,158
+44%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.8M
292,308
-2%
增持
RTX
RTX CORPORATION
+$2.8M
204,151
+0%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.7M
696,730
+5%
减持
XBI
SPDR SER TR
-$2.7M
21,831
-60%
增持
MMM
3M CO
+$2.7M
79,043
+53%
增持
IEFA
ISHARES TR
+$2.7M
515,661
+2%
增持
AGG
ISHARES TR
+$2.7M
838,967
+5%
减持
CVX
CHEVRON CORP NEW
+$2.6M
450,410
-2%
增持
SYK
STRYKER CORPORATION
+$2.6M
41,971
+2%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.6M
318,774
+11%
增持
ITOT
ISHARES TR
+$2.6M
233,565
+1%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.6M
470,424
+16%
减持
SCZ
ISHARES TR
-$2.6M
41,522
-51%
减持
MO
ALTRIA GROUP INC
-$2.6M
185,017
-30%
增持
IVW
ISHARES TR
+$2.6M
231,562
+2%
减持
TSCO
TRACTOR SUPPLY CO
+$2.5M
54,223
-0%
减持
SPEM
SPDR INDEX SHS FDS
-$2.4M
545,801
-13%
增持
GOOG
ALPHABET INC
+$2.4M
203,297
+0%
减持
JNJ
JOHNSON & JOHNSON
-$2.3M
336,956
-5%
减持
SUB
ISHARES TR
-$2.3M
208,689
-9%
减持
MCD
MCDONALDS CORP
-$2.3M
129,182
-1%
增持
UBER
UBER TECHNOLOGIES INC
+$2.3M
146,842
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$2.3M
252,142
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$2.2M
1,304,729
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$2.2M
52,039
+16%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$2.2M
237,912
-11%
减持
MS
MORGAN STANLEY
-$2.2M
33,134
-42%
增持
PJAN
INNOVATOR ETFS TRUST
+$2.2M
151,006
+51%
减持
MGK
VANGUARD WORLD FD
+$2.1M
102,829
-2%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$2.1M
337,509
+3%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$2.1M
133,276
-2%
增持
VV
VANGUARD INDEX FDS
+$2.1M
81,860
+2%
减持
XLY
SELECT SECTOR SPDR TR
-$2.1M
18,260
-40%
减持
SCHV
SCHWAB STRATEGIC TR
+$2.1M
355,580
-0%
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.1M
344,927
+2%
减持
MGV
VANGUARD WORLD FD
+$2.1M
247,943
-2%
减持
PANW
PALO ALTO NETWORKS INC
-$2.1M
109,017
-3%
减持
WSM
WILLIAMS SONOMA INC
+$2.1M
18,442
-2%
增持
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$2.1M
114,722
+52%
减持
HCA
HCA HEALTHCARE INC
-$2.1M
4,301
-67%
减持
MAR
MARRIOTT INTL INC NEW
-$2.0M
22,597
-34%
增持
EMR
EMERSON ELEC CO
+$1.9M
77,643
+10%
增持
XLB
SELECT SECTOR SPDR TR
+$1.9M
43,487
+77%
减持
SPYG
SPDR SER TR
-$1.9M
59,066
-38%
增持
VPU
VANGUARD WORLD FD
+$1.9M
15,718
+560%
增持
SCHP
SCHWAB STRATEGIC TR
+$1.9M
76,127
+91%
增持
PATH
UIPATH INC
+$1.8M
106,063
+374%
增持
PSX
PHILLIPS 66
+$1.8M
52,159
+4%
增持
CLSK
CLEANSPARK INC
+$1.8M
100,650
+236%
增持
DIA
SPDR DOW JONES INDL AVERAGE
+$1.8M
22,366
+19%
减持
VTEB
VANGUARD MUN BD FDS
-$1.8M
472,677
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.8M
225,920
+10%
增持
XLU
SELECT SECTOR SPDR TR
+$1.7M
91,196
+36%
