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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 13
增持 48
减持 85
清仓 4
方向
标的
Δ市值
现股数(环比)
建仓
LII
LENNOX INTL INC
+$265.4M
435,548
增持
IWD
ISHARES TR
+$39.5M
293,411
+275%
增持
AJG
GALLAGHER ARTHUR J & CO
+$39.2M
140,274
+6415%
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
AAPL
APPLE INC
+$36.0M
1,791,151
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$35.0M
178,001
+47%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$22.2M
483,346
-39%
增持
VOO
VANGUARD INDEX FDS
+$21.9M
546,796
+6%
减持
PFE
PFIZER INC
-$18.8M
961,294
-37%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$17.9M
790,159
+20%
减持
AVGO
BROADCOM INC
+$17.4M
302,512
-1%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$16.5M
322,463
+52%
减持
AMGN
AMGEN INC
-$16.4M
92,202
-27%
减持
AMZN
AMAZON COM INC
+$14.7M
555,629
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
-$14.5M
323,290
-1%
增持
IWF
ISHARES TR
+$14.1M
231,401
+10%
增持
TSCO
TRACTOR SUPPLY CO
+$14.0M
270,395
+21394%
增持
SCHG
SCHWAB STRATEGIC TR
+$13.6M
3,482,685
+335%
增持
SNOW
SNOWFLAKE INC
+$13.6M
102,504
+423%
增持
FTNT
FORTINET INC
+$11.5M
370,648
+22%
增持
JPM
JPMORGAN CHASE & CO.
+$11.3M
390,506
+0%
减持
NVDA
NVIDIA CORPORATION
+$11.2M
1,967,527
-6%
减持
MSFT
MICROSOFT CORP
-$10.6M
554,574
-2%
建仓
—
SUMMIT MATLS INC
+$10.5M
208,431
增持
CSWC
CAPITAL SOUTHWEST CORP
+$9.9M
490,291
+1482%
增持
VUG
VANGUARD INDEX FDS
+$9.3M
331,491
+0%
增持
SBR
SABINE RTY TR
+$9.2M
188,111
+290%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$8.0M
1,173,738
-3%
建仓
—
PACIFIC PREMIER BANCORP
+$7.8M
312,937
减持
GOOGL
ALPHABET INC
+$7.6M
471,277
-4%
增持
ET
ENERGY TRANSFER L P
+$7.6M
1,307,190
+17%
增持
DDS
DILLARDS INC
+$7.5M
152,756
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$7.1M
59,105
-7%
减持
REGN
REGENERON PHARMACEUTICALS
-$7.1M
19,676
-2%
减持
MRK
MERCK & CO INC
-$6.9M
235,878
-12%
增持
IVV
ISHARES TR
+$6.7M
286,548
+2%
减持
—
CHECK POINT SOFTWARE TECH LT
-$6.6M
3,348
-91%
减持
JNJ
JOHNSON & JOHNSON
-$6.6M
269,177
-4%
增持
IWV
ISHARES TR
+$6.2M
25,401
+255%
清仓
—
ISHARES TR
-$6.1M
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.9M
30,707
-13%
减持
DFAC
DIMENSIONAL ETF TRUST
-$5.7M
1,270,028
-12%
建仓
—
GUARANTY BANCSHARES INC TEX
+$5.7M
164,206
减持
KO
COCA COLA CO
-$5.6M
346,463
-8%
减持
TSLA
TESLA INC
+$5.6M
59,986
-16%
减持
WFC
WELLS FARGO CO NEW
+$5.6M
409,224
-0%
减持
EFV
ISHARES TR
-$5.5M
904,183
-2%
减持
LOW
LOWES COS INC
-$5.5M
117,318
-8%
清仓
—
LAM RESEARCH CORP
-$5.5M
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$5.5M
54,847
-0%
减持
NSC
NORFOLK SOUTHN CORP
-$5.3M
12,157
-63%
增持
SCHF
SCHWAB STRATEGIC TR
-$5.2M
1,518,486
+88%
减持
V
VISA INC
+$5.2M
222,627
-6%
减持
AOS
SMITH A O CORP
-$5.0M
11,180
-82%
建仓
LRCX
LAM RESEARCH CORP
+$4.8M
66,008
减持
MGC
VANGUARD WORLD FD
-$4.8M
1,404
-94%
增持
EFG
ISHARES TR
-$4.7M
518,328
+2%
减持
NKE
NIKE INC
-$4.6M
105,233
-26%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$4.6M
727,966
+16%
减持
MDLZ
MONDELEZ INTL INC
-$4.6M
284,611
-3%
减持
CI
THE CIGNA GROUP
-$4.6M
37,186
-13%
减持
TGT
TARGET CORP
-$4.4M
58,704
-26%
增持
CSW
CSW INDUSTRIALS INC
+$4.4M
13,094
+2123%
减持
CNC
CENTENE CORP DEL
-$4.4M
12,769
-81%
增持
AGG
ISHARES TR
+$4.2M
908,777
+10%
减持
ABNB
AIRBNB INC
-$4.0M
22,988
-58%
减持
IEFA
ISHARES TR
-$4.0M
498,219
-0%
增持
IVW
ISHARES TR
+$3.9M
268,682
+10%
减持
ABBV
ABBVIE INC
-$3.9M
123,586
-5%
建仓
ECG
EVERUS CONSTR GROUP
+$3.9M
58,587
减持
CAT
CATERPILLAR INC
-$3.8M
83,323
-4%
减持
—
LYONDELLBASELL INDUSTRIES N
-$3.8M
11,108
-77%
减持
EFA
ISHARES TR
-$3.7M
228,865
-9%
减持
ADM
ARCHER DANIELS MIDLAND CO
-$3.7M
14,924
-80%
减持
OCSL
OAKTREE SPECIALTY LENDING CO
-$3.6M
32,091
-87%
增持
PNOV
INNOVATOR ETFS TRUST
+$3.4M
255,431
+51%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$3.4M
441,659
-7%
减持
FLO
FLOWERS FOODS INC
-$3.4M
28,390
-83%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.3M
304,392
-1%
增持
VTI
VANGUARD INDEX FDS
+$3.1M
321,224
+1%
建仓
SH
PROSHARES TR
+$3.1M
72,486
增持
PYPL
PAYPAL HLDGS INC
+$3.0M
189,060
+12%
减持
IEMG
ISHARES INC
-$3.0M
245,802
-11%
增持
LLY
ELI LILLY & CO
+$3.0M
69,918
+21%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.0M
41,799
-31%
减持
NEM
NEWMONT CORP
-$2.9M
146,040
-7%
增持
VTV
VANGUARD INDEX FDS
-$2.9M
867,344
+1%
减持
DIS
DISNEY WALT CO
+$2.9M
213,632
-2%
建仓
BLK
BLACKROCK INC
+$2.8M
2,738
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.7M
81,665
+7%
建仓
UAL
UNITED AIRLS HLDGS INC
+$2.7M
28,056
减持
META
META PLATFORMS INC
-$2.7M
127,005
-6%
减持
CL
COLGATE PALMOLIVE CO
-$2.6M
121,425
-8%
减持
HD
HOME DEPOT INC
-$2.6M
150,863
-0%
减持
MA
MASTERCARD INCORPORATED
-$2.6M
46,351
-15%
减持
SPYG
SPDR SER TR
-$2.6M
57,499
-38%
减持
USMV
ISHARES TR
-$2.6M
217,641
-9%
增持
CBL
CBL & ASSOC PPTYS INC
+$2.6M
98,766
+603%
减持
NEE
NEXTERA ENERGY INC
-$2.5M
136,770
-6%
减持
WMT
WALMART INC
+$2.5M
456,031
-5%
增持
KMI
KINDER MORGAN INC DEL
+$2.5M
435,324
+2%
减持
QCOM
QUALCOMM INC
-$2.5M
119,630
-3%
减持
SPEM
SPDR INDEX SHS FDS
-$2.5M
547,524
-4%
减持
DHR
DANAHER CORPORATION
-$2.5M
16,572
-27%
减持
UNP
UNION PAC CORP
-$2.5M
39,964
-15%
减持
VLO
VALERO ENERGY CORP
-$2.5M
45,742
-24%
减持
QQQ
INVESCO QQQ TR
+$2.4M
147,581
-1%
减持
DFIV
DIMENSIONAL ETF TRUST
-$2.4M
726,396
-2%
减持
HYG
ISHARES TR
-$2.4M
41,185
-41%
建仓
GPI
GROUP 1 AUTOMOTIVE INC
+$2.3M
5,529
减持
INTC
INTEL CORP
-$2.3M
265,471
-19%
减持
MCD
MCDONALDS CORP
-$2.3M
110,161
-2%
增持
ZM
ZOOM COMMUNICATIONS INC
+$2.3M
111,235
+14%
清仓
—
BROOKFIELD INFRAST PARTNERS
-$2.2M
0
-100%
减持
ELV
ELEVANCE HEALTH INC
-$2.2M
4,701
-38%
增持
PEP
PEPSICO INC
-$2.2M
236,310
+5%
建仓
ETH
GRAYSCALE ETHEREUM MINI TR E
+$2.2M
68,658
减持
LNG
CHENIERE ENERGY INC
-$2.1M
9,359
-60%
减持
NVO
NOVO-NORDISK A S
-$2.1M
37,900
-16%
减持
VXUS
VANGUARD STAR FDS
-$2.1M
198,738
-7%
增持
BA
BOEING CO
+$2.1M
73,004
+3%
减持
—
SITIO ROYALTIES CORP
-$2.1M
41,920
-70%
建仓
FICO
FAIR ISAAC CORP
+$2.1M
1,046
减持
AWK
AMERICAN WTR WKS CO INC NEW
-$2.0M
44,626
-13%
减持
CRM
SALESFORCE INC
+$2.0M
53,098
-8%
减持
IWR
ISHARES TR
-$2.0M
221,322
-9%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$1.9M
28,582
+2%
增持
BND
VANGUARD BD INDEX FDS
+$1.9M
1,248,014
+7%
减持
XLV
SELECT SECTOR SPDR TR
-$1.9M
54,745
-11%
减持
GOOG
ALPHABET INC
+$1.9M
174,114
-7%
减持
MGV
VANGUARD WORLD FD
-$1.9M
219,019
-4%
减持
CSCO
CISCO SYS INC
+$1.9M
399,031
-2%
增持
SCHW
SCHWAB CHARLES CORP
+$1.8M
193,717
+0%
增持
IWB
ISHARES TR
+$1.8M
114,427
+3%
减持
ADBE
ADOBE INC
-$1.8M
22,496
-1%
增持
PTRB
PGIM ETF TR
+$1.8M
76,288
+146%
减持
CVX
CHEVRON CORP NEW
-$1.8M
418,294
-1%
减持
SHM
SPDR SER TR
-$1.7M
127,894
-21%
建仓
GTLB
GITLAB INC
+$1.7M
30,082
减持
ORCL
ORACLE CORP
-$1.7M
155,653
-4%
减持
DBEF
DBX ETF TR
-$1.7M
739,534
-4%
增持
PANW
PALO ALTO NETWORKS INC
+$1.7M
201,509
+97%
减持
IBB
ISHARES TR
-$1.6M
45,719
-13%
增持
OKTA
OKTA INC
+$1.6M
58,922
+45%
减持
NFLX
NETFLIX INC
+$1.6M
12,416
-7%
增持
EXPE
EXPEDIA GROUP INC
+$1.6M
40,230
+0%
增持
SCHM
SCHWAB STRATEGIC TR
-$1.5M
1,640,241
+190%
清仓
HWM
HOWMET AEROSPACE INC
-$1.5M
0
-100%
减持
DFEV
DIMENSIONAL ETF TRUST
-$1.5M
628,445
-1%
增持
SOFI
SOFI TECHNOLOGIES INC
+$1.5M
173,874
+18%
增持
SNPS
SYNOPSYS INC
+$1.5M
6,983
+89%
