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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 1
增持 34
减持 106
清仓 9
方向
标的
Δ市值
现股数(环比)
清仓
LII
LENNOX INTL INC
-$269.8M
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$54.3M
2,220,431
+812%
减持
AAPL
APPLE INC
+$43.9M
1,807,879
-8%
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
SPY
SPDR S&P 500 ETF TR
-$35.1M
126,672
-36%
减持
AJG
GALLAGHER ARTHUR J & CO
-$31.6M
2,975
-98%
减持
TSCO
TRACTOR SUPPLY CO
-$13.8M
1,328
-98%
减持
GOOGL
ALPHABET INC
+$13.3M
506,612
-3%
减持
ET
ENERGY TRANSFER L P
-$13.0M
997,622
-46%
清仓
—
SUMMIT MATLS INC
-$12.4M
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$11.5M
318,339
-5%
增持
LLY
ELI LILLY & CO
+$11.2M
50,323
+14%
增持
VUG
VANGUARD INDEX FDS
+$10.7M
324,055
+1%
增持
VOO
VANGUARD INDEX FDS
+$10.4M
514,931
+0%
减持
JNJ
JOHNSON & JOHNSON
-$10.3M
294,005
-13%
减持
HD
HOME DEPOT INC
-$10.1M
159,548
-6%
减持
CSWC
CAPITAL SOUTHWEST CORP
-$10.1M
31,062
-93%
增持
IWF
ISHARES TR
+$10.1M
213,384
+6%
减持
SBR
SABINE RTY TR
-$9.5M
49,080
-75%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$9.2M
513,700
+14%
减持
INTC
INTEL CORP
-$8.5M
422,253
-13%
减持
DIS
DISNEY WALT CO
-$8.1M
219,726
-10%
清仓
—
PACIFIC PREMIER BANCORP
-$8.1M
0
-100%
减持
PEP
PEPSICO INC
-$8.0M
227,641
-12%
减持
AMD
ADVANCED MICRO DEVICES INC
-$7.8M
331,178
-3%
减持
FTNT
FORTINET INC
-$7.8M
306,696
-20%
减持
AVGO
BROADCOM INC
+$7.4M
30,677
-3%
减持
TXN
TEXAS INSTRS INC
-$7.4M
58,439
-46%
减持
VO
VANGUARD INDEX FDS
-$6.9M
628,751
-1%
减持
MCD
MCDONALDS CORP
-$6.8M
116,082
-10%
增持
SCHG
SCHWAB STRATEGIC TR
+$6.7M
776,193
+1%
增持
VGLT
VANGUARD SCOTTSDALE FDS
+$6.4M
1,093,569
+14%
增持
CDW
CDW CORP
+$6.4M
29,417
+3228%
减持
V
VISA INC
-$6.3M
223,952
-4%
减持
IVV
ISHARES TR
-$5.9M
288,692
-7%
减持
LOW
LOWES COS INC
-$5.9M
129,319
-4%
增持
ABNB
AIRBNB INC
+$5.5M
53,162
+245%
减持
XLE
SELECT SECTOR SPDR TR
-$5.5M
239,465
-17%
增持
AMGN
AMGEN INC
+$5.5M
119,678
+7%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$5.4M
228,296
-17%
减持
SPGI
S&P GLOBAL INC
-$5.3M
11,349
-54%
清仓
—
GUARANTY BANCSHARES INC TEX
-$5.0M
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
+$4.9M
105,749
-3%
增持
DDS
DILLARDS INC
-$4.8M
152,332
+0%
增持
NTAP
NETAPP INC
+$4.7M
43,967
+400%
增持
DFUV
DIMENSIONAL ETF TRUST
+$4.7M
1,355,427
+14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$4.6M
218,107
-2%
减持
GOOG
ALPHABET INC
+$4.4M
192,745
-5%
增持
BIL
SPDR SER TR
+$4.4M
182,630
+35%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$4.3M
97,288
+970%
增持
GLD
SPDR GOLD TR
+$4.3M
124,017
+14%
减持
MSFT
MICROSOFT CORP
-$4.3M
592,223
-7%
清仓
—
PIONEER NAT RES CO
-$4.2M
0
-100%
减持
ABT
ABBOTT LABS
-$4.2M
213,687
-8%
清仓
PENN
PENN ENTERTAINMENT INC
-$4.1M
0
-100%
减持
CVX
CHEVRON CORP NEW
-$3.8M
429,722
-5%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$3.7M
1,249,434
-4%
减持
DOW
DOW INC
-$3.7M
80,234
-41%
减持
MUB
ISHARES TR
-$3.6M
534,734
-5%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.6M
63,524
+9%
增持
MDU
MDU RES GROUP INC
+$3.6M
206,212
+225%
减持
—
EXXON MOBIL CORP
-$3.4M
437,097
-5%
增持
IVW
ISHARES TR
+$3.3M
247,345
+7%
减持
SCHD
SCHWAB STRATEGIC TR
-$3.3M
455,908
-5%
减持
CAT
CATERPILLAR INC
-$3.3M
89,934
-1%
减持
PG
PROCTER AND GAMBLE CO
-$3.2M
374,072
-7%
增持
PJUN
INNOVATOR ETFS TRUST
+$3.2M
175,373
+100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$3.2M
274,750
-6%
增持
PFE
PFIZER INC
+$3.2M
1,518,249
+7%
减持
WBD
WARNER BROS DISCOVERY INC
-$3.2M
196,130
-63%
减持
COST
COSTCO WHSL CORP NEW
+$3.2M
42,430
-6%
减持
SCHX
SCHWAB STRATEGIC TR
+$3.0M
2,291,938
-1%
增持
DBEF
DBX ETF TR
+$3.0M
753,808
+9%
减持
MRK
MERCK & CO INC
-$3.0M
271,782
-2%
减持
CRM
SALESFORCE INC
-$3.0M
60,133
-2%
减持
—
PIPER SANDLER COMPANIES
-$3.0M
30,521
-40%
减持
—
WALGREENS BOOTS ALLIANCE INC
-$3.0M
282,283
-5%
减持
AGG
ISHARES TR
-$3.0M
815,618
-3%
减持
—
ACCENTURE PLC IRELAND
-$3.0M
35,449
-10%
减持
SBUX
STARBUCKS CORP
-$2.9M
105,685
-14%
减持
MA
MASTERCARD INCORPORATED
-$2.9M
54,701
-3%
减持
OKTA
OKTA INC
-$2.9M
38,238
-38%
减持
EFV
ISHARES TR
-$2.8M
973,121
-3%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$2.7M
78,381
-9%
减持
TGT
TARGET CORP
-$2.7M
80,572
-3%
减持
CSW
CSW INDUSTRIALS INC
-$2.7M
1,183
-91%
减持
QCOM
QUALCOMM INC
+$2.7M
129,278
-5%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$2.7M
607,585
-13%
减持
PYPL
PAYPAL HLDGS INC
-$2.6M
197,560
-6%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$2.6M
202,606
-40%
减持
—
ISHARES TR
-$2.6M
304,415
-26%
减持
DFAX
DIMENSIONAL ETF TRUST
-$2.6M
55,743
-65%
增持
VTI
VANGUARD INDEX FDS
+$2.6M
324,618
+0%
减持
LMT
LOCKHEED MARTIN CORP
-$2.6M
56,439
-11%
增持
VTEB
VANGUARD MUN BD FDS
+$2.5M
527,271
+12%
减持
VYM
VANGUARD WHITEHALL FDS
-$2.5M
236,495
-6%
减持
SUB
ISHARES TR
-$2.5M
185,614
-11%
减持
AMZN
AMAZON COM INC
+$2.4M
593,502
-5%
减持
VBR
VANGUARD INDEX FDS
-$2.3M
99,180
-7%
增持
DFCF
DIMENSIONAL ETF TRUST
+$2.3M
529,938
+13%
减持
SCHM
SCHWAB STRATEGIC TR
-$2.2M
600,702
-0%
减持
VOE
VANGUARD INDEX FDS
-$2.2M
148,598
-6%
减持
TRV
TRAVELERS COMPANIES INC
-$2.2M
23,682
-22%
减持
ORCL
ORACLE CORP
+$2.2M
166,633
-2%
增持
NKE
NIKE INC
-$2.2M
164,424
+6%
减持
IJH
ISHARES TR
-$2.1M
433,429
-4%
增持
IWB
ISHARES TR
+$2.1M
122,663
+3%
减持
BNDW
VANGUARD SCOTTSDALE FDS
-$2.1M
209,139
-12%
减持
MDLZ
MONDELEZ INTL INC
-$2.0M
290,236
-3%
减持
ABBV
ABBVIE INC
-$2.0M
135,598
-2%
减持
BNTX
BIONTECH SE
-$2.0M
85,027
-11%
增持
PAPR
INNOVATOR ETFS TRUST
+$2.0M
175,500
+45%
建仓
GEV
GE VERNOVA INC
+$2.0M
11,684
减持
VEU
VANGUARD INTL EQUITY INDEX F
-$2.0M
160,107
-17%
减持
DFIC
DIMENSIONAL ETF TRUST
-$2.0M
111,317
-39%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.0M
209,410
-11%
增持
IWD
ISHARES TR
+$1.9M
83,940
+18%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$1.9M
157,493
-4%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.9M
76,393
+98%
减持
COP
CONOCOPHILLIPS
-$1.9M
72,479
-10%
减持
VB
VANGUARD INDEX FDS
-$1.9M
72,379
-6%
减持
S
SENTINELONE INC
-$1.9M
155,258
-30%
减持
MGK
VANGUARD WORLD FD
+$1.9M
99,742
-3%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.9M
1,376,381
-5%
增持
SCHZ
SCHWAB STRATEGIC TR
+$1.9M
199,381
+27%
减持
SCHV
SCHWAB STRATEGIC TR
-$1.9M
339,717
-4%
减持
IJR
ISHARES TR
-$1.8M
159,178
-6%
减持
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$1.8M
95,906
-16%
减持
META
META PLATFORMS INC
+$1.8M
143,645
-1%
减持
BA
BOEING CO
-$1.8M
80,451
-5%
减持
VBK
VANGUARD INDEX FDS
-$1.8M
76,640
-5%
减持
ICLN
ISHARES TR
-$1.7M
165,285
-42%
减持
CSCO
CISCO SYS INC
-$1.7M
473,197
-2%
减持
UNP
UNION PAC CORP
-$1.7M
46,798
-6%
减持
PH
PARKER-HANNIFIN CORP
-$1.7M
17,258
-8%
清仓
GPI
GROUP 1 AUTOMOTIVE INC
-$1.7M
0
-100%
减持
ITW
ILLINOIS TOOL WKS INC
-$1.7M
29,099
-9%
清仓
VSTS
VESTIS CORPORATION
-$1.7M
0
-100%
减持
SYK
STRYKER CORPORATION
-$1.7M
39,223
-7%
减持
PSX
PHILLIPS 66
-$1.7M
48,561
-7%
减持
CVS
CVS HEALTH CORP
-$1.7M
47,033
-15%
减持
REGN
REGENERON PHARMACEUTICALS
+$1.7M
22,270
-1%
减持
BIO
BIO RAD LABS INC
-$1.6M
18,017
-5%
增持
DELL
DELL TECHNOLOGIES INC
+$1.6M
40,771
+17%
减持
DFAS
DIMENSIONAL ETF TRUST
-$1.6M
234,554
-7%
减持
KHC
KRAFT HEINZ CO
-$1.5M
281,686
-2%
增持
PMAY
INNOVATOR ETFS TRUST
+$1.5M
143,063
+37%
清仓
ACA
ARCOSA INC
-$1.5M
0
-100%
减持
MPC
MARATHON PETE CORP
-$1.5M
15,420
-25%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.5M
67,635
-6%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.5M
27,628
-27%
