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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 80
减持 59
清仓 5
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$78.0M
1,668,028
-7%
减持
NVDA
NVIDIA CORPORATION
-$62.1M
1,864,756
-5%
减持
IWD
ISHARES TR
-$38.5M
84,282
-71%
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
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$32.2M
319,529
+5%
减持
AVGO
BROADCOM INC
-$27.9M
252,375
-17%
减持
LII
LENNOX INTL INC
-$27.0M
425,001
-2%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$22.8M
0
-100%
增持
MSFT
MICROSOFT CORP
-$21.6M
565,079
+2%
减持
VUG
VANGUARD INDEX FDS
-$20.1M
312,694
-6%
减持
AMZN
AMAZON COM INC
-$16.8M
552,294
-1%
增持
V
VISA INC
+$16.6M
248,039
+11%
减持
IWF
ISHARES TR
-$15.4M
214,634
-7%
减持
AMD
ADVANCED MICRO DEVICES INC
-$15.0M
233,703
-28%
增持
JNJ
JOHNSON & JOHNSON
+$13.9M
318,313
+18%
增持
PFE
PFIZER INC
+$12.9M
1,516,806
+58%
增持
LLY
ELI LILLY & CO
+$11.6M
79,420
+14%
增持
VOO
VANGUARD INDEX FDS
+$11.5M
595,694
+9%
减持
DDS
DILLARDS INC
-$11.3M
152,621
-0%
增持
SUB
ISHARES TR
+$11.1M
275,495
+62%
减持
SCHX
SCHWAB STRATEGIC TR
-$11.1M
5,990,697
-3%
清仓
—
SUMMIT MATLS INC
-$10.5M
0
-100%
增持
MUB
ISHARES TR
+$10.5M
650,574
+19%
减持
XLE
SELECT SECTOR SPDR TR
-$10.5M
99,690
-57%
减持
VO
VANGUARD INDEX FDS
-$9.9M
603,446
-4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$9.4M
131,078
+931%
增持
—
UNILEVER PLC
+$9.3M
277,878
+118%
增持
RTX
RTX CORPORATION
+$8.9M
228,390
+24%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$8.8M
124,018
+634%
增持
GOOGL
ALPHABET INC
-$8.8M
520,276
+10%
增持
AJG
GALLAGHER ARTHUR J & CO
+$8.7M
140,401
+0%
减持
CVX
CHEVRON CORP NEW
+$8.3M
411,965
-2%
增持
TSLA
TESLA INC
-$8.2M
61,901
+3%
增持
ET
ENERGY TRANSFER L P
+$8.1M
1,811,079
+39%
增持
ACWX
ISHARES TR
+$7.9M
168,770
+504%
增持
HSY
HERSHEY CO
+$7.8M
62,226
+271%
减持
CIBR
FIRST TR EXCHANGE TRADED FD
-$7.6M
29,808
-80%
增持
—
MEDTRONIC PLC
+$7.5M
101,628
+399%
增持
DIS
DISNEY WALT CO
+$7.3M
314,771
+47%
增持
PG
PROCTER AND GAMBLE CO
+$6.8M
380,146
+10%
增持
SQ
BLOCK INC
+$6.6M
127,436
+3593%
增持
NKE
NIKE INC
+$6.5M
227,093
+116%
减持
VTI
VANGUARD INDEX FDS
-$6.2M
316,131
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$6.2M
212,634
+0%
建仓
DLTR
DOLLAR TREE INC
+$5.8M
77,863
增持
SCHG
SCHWAB STRATEGIC TR
-$5.8M
3,642,930
+5%
增持
BXSL
BLACKSTONE SECD LENDING FD
+$5.8M
205,405
+709%
清仓
BIO
BIO RAD LABS INC
-$5.8M
0
-100%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$5.7M
365,856
-24%
增持
NVO
NOVO-NORDISK A S
+$5.6M
128,159
+238%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$5.6M
9
+350%
建仓
VICI
VICI PPTYS INC
+$5.5M
167,683
增持
—
EXXON MOBIL CORP
+$5.4M
460,309
+0%
增持
GD
GENERAL DYNAMICS CORP
+$5.4M
25,467
+322%
增持
PM
PHILIP MORRIS INTL INC
+$5.2M
124,209
+3%
增持
CINF
CINCINNATI FINL CORP
+$5.2M
37,603
+1479%
减持
IWV
ISHARES TR
-$5.2M
10,372
-59%
增持
GOOG
ALPHABET INC
-$5.2M
179,115
+3%
建仓
CTRE
CARETRUST REIT INC
+$5.2M
180,454
减持
GLD
SPDR GOLD TR
+$5.1M
120,219
-1%
增持
ABNB
AIRBNB INC
+$5.1M
68,035
+196%
减持
META
META PLATFORMS INC
-$5.0M
120,270
-5%
增持
ABT
ABBOTT LABS
+$5.0M
223,374
+3%
增持
QQQ
INVESCO QQQ TR
-$5.0M
150,245
+2%
清仓
UVE
UNIVERSAL INS HLDGS INC
-$4.9M
0
-100%
增持
AMGN
AMGEN INC
+$4.9M
92,749
+1%
减持
LMT
LOCKHEED MARTIN CORP
-$4.8M
48,917
-11%
减持
MGK
VANGUARD WORLD FD
-$4.7M
82,408
-6%
增持
—
LYONDELLBASELL INDUSTRIES N
+$4.6M
77,239
+595%
减持
T
AT&T INC
+$4.6M
834,234
-0%
增持
SBUX
STARBUCKS CORP
+$4.4M
124,773
+45%
增持
AVLV
AMERICAN CENTY ETF TR
+$4.4M
186,302
+60%
建仓
CHRW
C H ROBINSON WORLDWIDE INC
+$4.3M
41,747
增持
CNC
CENTENE CORP DEL
+$4.2M
82,268
+544%
增持
HYS
PIMCO ETF TR
+$4.0M
47,425
+918%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$4.0M
242,132
-25%
建仓
NBET
NEUBERGER BERMAN ETF TRUST
+$3.9M
116,888
减持
EFV
ISHARES TR
+$3.9M
870,477
-4%
减持
ABBV
ABBVIE INC
+$3.8M
123,186
-0%
增持
HELO
J P MORGAN EXCHANGE TRADED F
+$3.8M
68,705
+1310%
增持
SPY
SPDR S&P 500 ETF TR
-$3.8M
179,717
+1%
减持
SCHM
SCHWAB STRATEGIC TR
-$3.7M
1,595,114
-3%
增持
VLO
VALERO ENERGY CORP
+$3.6M
69,969
+53%
增持
AGG
ISHARES TR
+$3.6M
926,668
+2%
增持
ABEQ
UNIFIED SER TR
+$3.6M
654,824
+10%
减持
MDU
MDU RES GROUP INC
-$3.5M
43,659
-81%
减持
EFG
ISHARES TR
-$3.4M
467,645
-10%
增持
PYPL
PAYPAL HLDGS INC
-$3.4M
195,069
+3%
增持
—
SITIO ROYALTIES CORP
+$3.4M
209,877
+401%
增持
UBER
UBER TECHNOLOGIES INC
+$3.3M
153,491
+18%
增持
—
ASML HOLDING N V
+$3.3M
6,495
+332%
增持
CRM
SALESFORCE INC
-$3.2M
54,120
+2%
减持
CAT
CATERPILLAR INC
-$3.2M
81,955
-2%
清仓
OMC
OMNICOM GROUP INC
-$3.1M
0
-100%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.1M
75,767
+81%
减持
DFGR
DIMENSIONAL ETF TRUST
-$3.0M
56,588
-68%
减持
IAU
ISHARES GOLD TR
+$3.0M
364,724
-2%
减持
VB
VANGUARD INDEX FDS
-$2.9M
58,569
-12%
增持
IVV
ISHARES TR
-$2.9M
295,092
+3%
减持
SCHA
SCHWAB STRATEGIC TR
-$2.9M
855,785
-3%
减持
SNPS
SYNOPSYS INC
-$2.8M
1,452
-79%
减持
COST
COSTCO WHSL CORP NEW
-$2.7M
35,287
-10%
增持
OKTA
OKTA INC
+$2.7M
69,710
+18%
增持
DBEF
DBX ETF TR
+$2.7M
768,673
+4%
减持
DFAC
DIMENSIONAL ETF TRUST
-$2.7M
1,250,893
-2%
减持
VTEB
VANGUARD MUN BD FDS
-$2.6M
477,847
-9%
增持
CI
THE CIGNA GROUP
+$2.6M
39,233
+6%
减持
VTV
VANGUARD INDEX FDS
+$2.6M
865,127
-0%
减持
DFAT
DIMENSIONAL ETF TRUST
-$2.6M
161,739
-18%
增持
DEO
DIAGEO PLC
+$2.6M
39,538
+216%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$2.5M
54,340
+22%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.4M
439,859
+11%
增持
SPYG
SPDR SER TR
+$2.4M
93,046
+62%
减持
VONE
VANGUARD SCOTTSDALE FDS
-$2.4M
116,005
-3%
减持
CORZ
CORE SCIENTIFIC INC NEW
-$2.3M
338,936
-0%
减持
MDLZ
MONDELEZ INTL INC
+$2.3M
284,505
-0%
增持
TGT
TARGET CORP
+$2.3M
97,890
+67%
增持
NVS
NOVARTIS AG
+$2.3M
58,467
+33%
减持
AXP
AMERICAN EXPRESS CO
-$2.2M
77,819
-0%
减持
LOW
LOWES COS INC
-$2.2M
114,562
-2%
减持
VBK
VANGUARD INDEX FDS
-$2.2M
76,181
-0%
增持
DUHP
DIMENSIONAL ETF TRUST
+$2.2M
874,873
+10%
增持
—
ACCENTURE PLC IRELAND
+$2.2M
40,855
+37%
增持
KMI
KINDER MORGAN INC DEL
+$2.2M
495,960
+14%
减持
DEHP
DIMENSIONAL ETF TRUST
-$2.2M
383,065
-20%
增持
PJAN
INNOVATOR ETFS TRUST
+$2.2M
169,610
+48%
减持
BX
BLACKSTONE INC
-$2.2M
48,907
-6%
增持
HD
HOME DEPOT INC
-$2.1M
154,261
+2%
减持
VXF
VANGUARD INDEX FDS
-$2.1M
79,190
-5%
减持
BNTX
BIONTECH SE
-$2.1M
89,516
-1%
增持
EFA
ISHARES TR
+$2.1M
237,169
+4%
减持
VV
VANGUARD INDEX FDS
-$2.0M
78,258
-5%
减持
DELL
DELL TECHNOLOGIES INC
-$2.0M
41,284
-18%
增持
SPEM
SPDR INDEX SHS FDS
+$2.0M
585,553
+7%
减持
IJH
ISHARES TR
-$2.0M
388,920
-2%
增持
PANW
PALO ALTO NETWORKS INC
-$2.0M
203,005
+1%
增持
NULV
NUSHARES ETF TR
+$2.0M
310,612
+16%
增持
FNV
FRANCO NEV CORP
+$2.0M
50,026
+0%
增持
OKE
ONEOK INC NEW
+$2.0M
298,607
+9%
减持
SCHD
SCHWAB STRATEGIC TR
-$2.0M
1,308,070
-7%
减持
XLI
SELECT SECTOR SPDR TR
-$2.0M
30,686
-33%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.9M
555,374
+5%
增持
PFEB
INNOVATOR ETFS TRUST
+$1.9M
191,852
+43%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$1.9M
63,728
减持
AEM
AGNICO EAGLE MINES LTD
+$1.9M
76,891
-7%
增持
UNH
UNITEDHEALTH GROUP INC
+$1.9M
60,646
+3%
减持
PSX
PHILLIPS 66
-$1.8M
28,575
-39%
增持
ECG
EVERUS CONSTR GROUP
+$1.8M
153,622
+162%
减持
IJR
ISHARES TR
-$1.8M
150,451
-1%
增持
VONG
VANGUARD SCOTTSDALE FDS
-$1.8M
860,463
+9%
减持
WPM
WHEATON PRECIOUS METALS CORP
+$1.8M
88,264
-2%
