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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 8
增持 79
减持 60
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA CORPORATION
+$88.1M
1,836,796
-1%
减持
MSFT
MICROSOFT CORP
+$64.8M
556,740
-1%
增持
VOO
VANGUARD INDEX FDS
+$57.0M
639,303
+7%
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
-$35.4M
1,633,542
-2%
减持
LLY
ELI LILLY & CO
-$30.3M
45,228
-43%
增持
META
META PLATFORMS INC
+$27.9M
131,702
+10%
增持
AVGO
BROADCOM INC
+$27.6M
253,328
+0%
增持
VUG
VANGUARD INDEX FDS
+$26.5M
324,941
+4%
增持
AMZN
AMAZON COM INC
+$20.4M
571,977
+4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$19.3M
310,583
-3%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$19.1M
878,643
+58%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$18.1M
583,077
增持
JPM
JPMORGAN CHASE & CO.
+$17.1M
378,389
+0%
减持
PFE
PFIZER INC
-$16.4M
909,383
-40%
增持
SCHG
SCHWAB STRATEGIC TR
+$15.4M
3,651,154
+0%
增持
SCHX
SCHWAB STRATEGIC TR
+$15.4M
6,043,038
+1%
增持
IWF
ISHARES TR
+$14.6M
216,816
+1%
减持
UNH
UNITEDHEALTH GROUP INC
-$12.9M
60,431
-0%
减持
QQQ
INVESCO QQQ TR
+$12.2M
149,921
-0%
减持
PLTR
PALANTIR TECHNOLOGIES INC
+$12.2M
239,440
-1%
减持
ET
ENERGY TRANSFER L P
-$12.2M
1,185,466
-35%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$11.8M
428,134
增持
VTV
VANGUARD INDEX FDS
+$11.6M
911,360
+5%
减持
IVV
ISHARES TR
+$11.4M
285,456
-3%
增持
VTI
VANGUARD INDEX FDS
+$11.0M
321,965
+2%
减持
VO
VANGUARD INDEX FDS
+$10.5M
595,354
-1%
减持
OKE
ONEOK INC NEW
-$10.3M
236,607
-21%
增持
SNOW
SNOWFLAKE INC
+$9.9M
119,245
+4%
减持
—
UNILEVER PLC
-$9.9M
109,487
-61%
增持
SCHF
SCHWAB STRATEGIC TR
+$9.5M
1,760,024
+18%
增持
DDS
DILLARDS INC
+$9.1M
152,624
+0%
减持
ORCL
ORACLE CORP
+$8.8M
163,050
-15%
减持
JNJ
JOHNSON & JOHNSON
-$8.7M
288,702
-9%
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$8.4M
208,002
-2%
减持
PG
PROCTER AND GAMBLE CO
-$8.3M
354,556
-7%
增持
EFG
ISHARES TR
+$8.2M
490,315
+5%
增持
MUNI
PIMCO ETF TR
+$8.1M
171,393
+1249%
减持
NKE
NIKE INC
-$8.0M
90,197
-60%
增持
PANW
PALO ALTO NETWORKS INC
+$7.8M
207,371
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$7.7M
1,148,980
+1%
减持
—
MEDTRONIC PLC
-$7.6M
17,584
-83%
增持
IGSB
ISHARES TR
+$7.5M
158,503
+912%
增持
AGG
ISHARES TR
+$7.5M
1,000,054
+8%
减持
V
VISA INC
-$6.9M
225,412
-9%
增持
NFLX
NETFLIX INC
+$6.3M
14,279
+4%
增持
TSLA
TESLA INC
+$6.3M
70,430
+14%
建仓
DECK
DECKERS OUTDOOR CORP
+$6.3M
60,872
减持
AMD
ADVANCED MICRO DEVICES INC
+$6.2M
213,016
-9%
减持
NVO
NOVO-NORDISK A S
-$6.0M
41,698
-67%
增持
CAT
CATERPILLAR INC
+$5.9M
84,855
+4%
减持
GOOGL
ALPHABET INC
+$5.7M
488,796
-6%
减持
PEP
PEPSICO INC
-$5.7M
233,549
-2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$5.6M
32,505
+5%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$5.4M
168,374
减持
GD
GENERAL DYNAMICS CORP
-$5.3M
5,764
-77%
减持
DIS
DISNEY WALT CO
-$5.0M
210,091
-33%
增持
IVW
ISHARES TR
+$4.9M
279,731
+0%
增持
UBER
UBER TECHNOLOGIES INC
+$4.9M
171,849
+12%
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$4.8M
289,163
-21%
增持
—
EXXON MOBIL CORP
-$4.8M
463,767
+1%
增持
SQ
BLOCK INC
+$4.7M
170,723
+34%
增持
ECG
EVERUS CONSTR GROUP
+$4.7M
163,121
+6%
增持
IEFA
ISHARES TR
+$4.5M
492,429
+2%
增持
GOOG
ALPHABET INC
+$4.4M
182,722
+2%
减持
AMGN
AMGEN INC
-$4.3M
87,981
-5%
增持
AXP
AMERICAN EXPRESS CO
+$4.3M
79,182
+2%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$4.3M
116,048
清仓
CHRW
C H ROBINSON WORLDWIDE INC
-$4.3M
0
-100%
减持
CSWC
CAPITAL SOUTHWEST CORP
-$4.3M
226,212
-45%
减持
—
ACCENTURE PLC IRELAND
-$4.3M
28,407
-30%
减持
SBUX
STARBUCKS CORP
-$4.2M
87,858
-30%
建仓
CGMU
CAPITAL GRP FIXED INCM ETF T
+$4.2M
156,859
增持
IWB
ISHARES TR
+$4.2M
116,486
+1%
减持
MGK
VANGUARD WORLD FD
+$4.1M
80,608
-2%
增持
CVX
CHEVRON CORP NEW
-$4.0M
453,038
+10%
增持
FTNT
FORTINET INC
+$3.9M
375,590
+1%
增持
VOT
VANGUARD INDEX FDS
+$3.8M
83,087
+3%
增持
WFC
WELLS FARGO CO NEW
+$3.8M
404,731
+1%
减持
AJG
GALLAGHER ARTHUR J & CO
-$3.6M
140,121
-0%
减持
MUB
ISHARES TR
-$3.6M
622,460
-4%
减持
LII
LENNOX INTL INC
+$3.5M
421,954
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.5M
199,160
-5%
增持
CORZ
CORE SCIENTIFIC INC NEW
+$3.5M
347,284
+2%
增持
SCHV
SCHWAB STRATEGIC TR
+$3.4M
1,062,422
+9%
增持
BND
VANGUARD BD INDEX FDS
+$3.4M
1,285,949
+3%
增持
SCHM
SCHWAB STRATEGIC TR
+$3.3M
1,608,649
+1%
减持
EFV
ISHARES TR
+$3.2M
859,083
-1%
增持
DUHP
DIMENSIONAL ETF TRUST
+$3.2M
905,461
+3%
增持
VB
VANGUARD INDEX FDS
+$3.2M
68,213
+16%
增持
BAC
BANK AMERICA CORP
+$3.1M
485,540
+2%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$3.1M
33,363
-0%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$3.0M
158,510
+28%
增持
VTES
VANGUARD WELLINGTON FD
+$3.0M
33,311
+820%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$3.0M
167,812
+28%
减持
—
ASML HOLDING N V
-$2.9M
1,708
-74%
增持
ABT
ABBOTT LABS
+$2.9M
239,421
+7%
增持
XLI
SELECT SECTOR SPDR TR
+$2.9M
47,011
+53%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.9M
471,266
+5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.9M
278,828
-0%
增持
GE
GE AEROSPACE
+$2.8M
48,430
+1%
增持
CSCO
CISCO SYS INC
+$2.8M
360,231
+0%
减持
RTX
RTX CORPORATION
-$2.7M
188,423
-17%
增持
FBNC
FIRST BANCORP N C
+$2.7M
95,039
+159%
增持
SUB
ISHARES TR
+$2.7M
298,896
+8%
减持
DEO
DIAGEO PLC
-$2.7M
14,550
-63%
减持
VONE
VANGUARD SCOTTSDALE FDS
+$2.6M
114,232
-2%
增持
DFUS
DIMENSIONAL ETF TRUST
+$2.6M
354,270
+1%
增持
VOE
VANGUARD INDEX FDS
+$2.5M
148,832
+9%
增持
COST
COSTCO WHSL CORP NEW
+$2.5M
36,228
+3%
增持
DFIV
DIMENSIONAL ETF TRUST
+$2.5M
647,336
+1%
增持
VBR
VANGUARD INDEX FDS
+$2.4M
101,497
+9%
增持
ULTA
ULTA BEAUTY INC
+$2.4M
19,530
+6%
增持
MRK
MERCK & CO INC
-$2.4M
285,720
+3%
减持
SCHW
SCHWAB CHARLES CORP
+$2.4M
196,948
-1%
建仓
JQUA
J P MORGAN EXCHANGE TRADED F
+$2.3M
38,438
增持
VV
VANGUARD INDEX FDS
+$2.3M
78,529
+0%
增持
PJUN
INNOVATOR ETFS TRUST
+$2.3M
138,703
+59%
建仓
BIZD
VANECK ETF TRUST
+$2.2M
138,018
增持
GS
GOLDMAN SACHS GROUP INC
+$2.2M
13,481
+1%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$2.2M
366,022
+7%
增持
ZS
ZSCALER INC
+$2.2M
18,652
+1%
减持
MCD
MCDONALDS CORP
-$2.2M
106,361
-0%
增持
ABBV
ABBVIE INC
-$2.2M
127,355
+3%
减持
HD
HOME DEPOT INC
-$2.2M
148,297
-4%
减持
KMI
KINDER MORGAN INC DEL
-$2.2M
407,895
-18%
减持
REGN
REGENERON PHARMACEUTICALS
-$2.2M
19,467
-0%
增持
PYPL
PAYPAL HLDGS INC
+$2.1M
199,475
+2%
清仓
ZIP
ZIPRECRUITER INC
-$2.1M
0
-100%
减持
ITOT
ISHARES TR
+$2.1M
221,956
-3%
增持
VBK
VANGUARD INDEX FDS
+$2.1M
76,698
+1%
减持
SPYG
SPDR SERIES TRUST
-$2.0M
57,003
-39%
增持
GLD
SPDR GOLD TR
+$2.0M
120,305
+0%
减持
LOW
LOWES COS INC
-$2.0M
111,358
-3%
减持
ADBE
ADOBE INC
-$2.0M
17,000
-24%
减持
STIP
ISHARES TR
-$2.0M
95,905
-16%
减持
SPY
SPDR S&P 500 ETF TR
+$2.0M
165,944
-8%
减持
WMT
WALMART INC
+$2.0M
440,330
-6%
减持
SPEM
SPDR INDEX SHS FDS
+$2.0M
585,057
-0%
减持
EMR
EMERSON ELEC CO
+$2.0M
82,690
-0%
清仓
—
BROOKFIELD INFRAST PARTNERS
-$1.9M
0
-100%
增持
XLK
SELECT SECTOR SPDR TR
+$1.9M
37,720
+2%
增持
LMT
LOCKHEED MARTIN CORP
+$1.9M
51,254
+5%
减持
GEV
GE VERNOVA INC
+$1.9M
9,702
-9%
增持
PH
PARKER-HANNIFIN CORP
+$1.9M
16,700
+4%
减持
DFAC
DIMENSIONAL ETF TRUST
-$1.9M
1,099,492
-12%
增持
CRM
SALESFORCE INC
+$1.9M
60,067
+11%
增持
DFUV
DIMENSIONAL ETF TRUST
+$1.9M
1,374,720
+1%
增持
PNOV
INNOVATOR ETFS TRUST
+$1.8M
262,425
+14%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$1.8M
597,781
+8%
增持
DBEF
DBX ETF TR
+$1.8M
801,704
+4%
