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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 21
增持 88
减持 36
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
DFAC
DIMENSIONAL ETF TRUST
+$177.4M
5,620,346
+411%
建仓
AVUS
AMERICAN CENTY ETF TR
+$119.5M
1,099,465
增持
VUG
VANGUARD INDEX FDS
+$84.5M
473,296
+46%
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
IVV
ISHARES TR
+$84.0M
390,322
+37%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$82.1M
2,463,192
+114%
增持
DFIC
DIMENSIONAL ETF TRUST
+$74.6M
2,383,895
+1984%
建仓
AVDE
AMERICAN CENTY ETF TR
+$73.0M
925,546
增持
VTI
VANGUARD INDEX FDS
+$66.2M
499,824
+55%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$65.3M
170,170
-45%
增持
BSV
VANGUARD BD INDEX FDS
+$65.1M
1,105,881
+292%
清仓
DDS
DILLARDS INC
-$63.8M
0
-100%
建仓
DFGP
DIMENSIONAL ETF TRUST
+$62.6M
1,126,109
增持
DGRO
ISHARES TR
+$59.4M
911,400
+2120%
减持
AAPL
APPLE INC
+$56.2M
1,536,816
-6%
增持
IWF
ISHARES TR
+$55.2M
314,401
+45%
增持
MSFT
MICROSOFT CORP
+$51.3M
633,768
+14%
减持
NVDA
NVIDIA CORPORATION
+$46.9M
1,806,643
-2%
减持
VOO
VANGUARD INDEX FDS
-$46.3M
517,458
-19%
增持
SPY
SPDR S&P 500 ETF TR
+$40.4M
214,601
+29%
增持
DFLV
DIMENSIONAL ETF TRUST
+$35.9M
1,852,088
+130%
增持
QQQ
INVESCO QQQ TR
+$34.7M
195,480
+30%
增持
AVEM
AMERICAN CENTY ETF TR
+$32.3M
435,341
+7528%
建仓
RBRK
RUBRIK INC.
+$32.1M
390,217
增持
BNDX
VANGUARD CHARLOTTE FDS
+$32.0M
670,958
+2608%
增持
IWD
ISHARES TR
+$31.5M
231,623
+187%
增持
CGMS
CAPITAL GRP FIXED INCM ETF T
+$30.0M
1,506,703
+252%
增持
DFSV
DIMENSIONAL ETF TRUST
+$29.3M
1,113,302
+433%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$28.0M
1,457,713
+144%
增持
VBK
VANGUARD INDEX FDS
+$27.7M
164,409
+114%
增持
SCHF
SCHWAB STRATEGIC TR
+$26.6M
2,814,050
+60%
减持
GOOGL
ALPHABET INC
+$26.4M
462,748
-5%
减持
MGK
VANGUARD WORLD FD
-$26.1M
8,398
-90%
减持
PG
PROCTER AND GAMBLE CO
-$25.9M
199,137
-44%
减持
MGV
VANGUARD WORLD FD
-$24.4M
17,190
-92%
增持
DFEM
DIMENSIONAL ETF TRUST
+$23.5M
831,445
+677%
减持
AGG
ISHARES TR
-$21.1M
778,826
-22%
减持
LII
LENNOX INTL INC
-$20.3M
418,642
-1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$20.1M
1,218,458
+39%
建仓
SGOV
ISHARES TR
+$19.3M
191,920
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$18.0M
314,014
+2037%
减持
EFV
ISHARES TR
-$17.9M
539,421
-37%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$17.9M
1,269,237
+683%
增持
IGSB
ISHARES TR
+$17.7M
492,243
+211%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$17.5M
753,717
+60%
增持
DFGR
DIMENSIONAL ETF TRUST
+$17.4M
673,872
+1623%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$16.4M
638,518
+279%
增持
TSLA
TESLA INC
+$15.9M
86,072
+22%
增持
MMM
3M CO
+$15.7M
184,465
+118%
增持
DFAU
DIMENSIONAL ETF TRUST
+$15.7M
514,363
+177%
增持
GOOG
ALPHABET INC
+$15.4M
196,157
+7%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$15.3M
790,942
+8%
增持
VTIP
VANGUARD MALVERN FDS
+$15.2M
307,140
+4677%
增持
PM
PHILIP MORRIS INTL INC
+$15.2M
223,069
+94%
建仓
SHV
ISHARES TR
+$14.8M
133,934
减持
TSCO
TRACTOR SUPPLY CO
-$14.5M
5,739
-98%
增持
DFAE
DIMENSIONAL ETF TRUST
+$14.1M
521,118
+554%
建仓
SPAB
SPDR SERIES TRUST
+$14.1M
546,245
增持
MINT
PIMCO ETF TR
+$13.9M
167,514
+464%
增持
VTEB
VANGUARD MUN BD FDS
+$13.8M
779,949
+51%
增持
VB
VANGUARD INDEX FDS
+$13.7M
117,291
+72%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$13.6M
452,795
+290%
增持
ESGD
ISHARES TR
+$13.5M
206,765
+223%
减持
V
VISA INC
-$13.4M
195,069
-13%
增持
ESGU
ISHARES TR
+$13.1M
95,498
+1434%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$13.0M
250,437
+5%
增持
SPDW
SPDR INDEX SHS FDS
+$12.7M
407,661
+247%
增持
TIP
ISHARES TR
+$12.6M
135,294
+521%
增持
GDX
VANECK ETF TRUST
+$12.6M
239,357
+118%
减持
PEP
PEPSICO INC
-$12.3M
132,198
-43%
建仓
SMLF
ISHARES TR
+$11.5M
155,216
增持
EFA
ISHARES TR
+$11.4M
349,198
+48%
增持
MO
ALTRIA GROUP INC
+$11.4M
318,887
+94%
建仓
DFSU
DIMENSIONAL ETF TRUST
+$11.4M
268,479
增持
DFUS
DIMENSIONAL ETF TRUST
+$11.3M
483,862
+37%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$11.2M
565,220
+260%
建仓
SEIM
SEI EXCHANGE TRADED FUNDS
+$11.2M
245,958
建仓
EDD
MORGAN STANLEY EMERGING MKTS
+$11.2M
2,072,584
增持
SCHB
SCHWAB STRATEGIC TR
+$11.0M
611,283
+212%
建仓
SEIV
SEI EXCHANGE TRADED FUNDS
+$11.0M
282,691
建仓
EMLC
VANECK ETF TRUST
+$10.9M
428,526
增持
IEMG
ISHARES INC
+$10.9M
370,433
+65%
清仓
—
PIPER SANDLER COMPANIES
-$10.7M
0
-100%
增持
JQUA
J P MORGAN EXCHANGE TRADED F
+$10.6M
205,662
+435%
增持
ORCL
ORACLE CORP
+$10.4M
163,886
+1%
减持
SCHX
SCHWAB STRATEGIC TR
+$10.3M
5,996,805
-1%
建仓
SPTI
SPDR SERIES TRUST
+$10.2M
354,087
减持
WMT
WALMART INC
-$10.1M
319,995
-27%
减持
ABEQ
UNIFIED SER TR
-$10.1M
368,927
-46%
增持
STIP
ISHARES TR
+$9.9M
191,437
+100%
减持
META
META PLATFORMS INC
-$9.6M
119,262
-9%
减持
SCHG
SCHWAB STRATEGIC TR
+$9.6M
3,643,232
-0%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$9.5M
285,413
+70%
增持
ET
ENERGY TRANSFER L P
+$9.5M
1,803,506
+52%
增持
GLD
SPDR GOLD TR
+$9.4M
129,721
+8%
减持
JPM
JPMORGAN CHASE & CO.
-$9.3M
318,277
-16%
增持
SCHD
SCHWAB STRATEGIC TR
+$9.2M
1,668,220
+22%
减持
VTV
VANGUARD INDEX FDS
-$8.7M
817,059
-10%
建仓
IUS
INVESCO EXCH TRD SLF IDX FD
+$8.4M
151,880
增持
CVX
CHEVRON CORP NEW
+$8.3M
471,410
+4%
减持
LOW
LOWES COS INC
-$8.2M
65,616
-41%
建仓
SPHY
SPDR SERIES TRUST
+$8.2M
343,004
减持
EFG
ISHARES TR
-$8.1M
411,296
-16%
减持
SYK
STRYKER CORPORATION
-$8.0M
13,381
-59%
增持
IEFA
ISHARES TR
+$8.0M
562,056
+14%
减持
ITOT
ISHARES TR
-$7.8M
151,957
-32%
增持
LULU
LULULEMON ATHLETICA INC
+$7.7M
45,399
+2831%
减持
ACWX
ISHARES TR
-$7.7M
23,454
-85%
减持
VXF
VANGUARD INDEX FDS
-$7.7M
33,547
-56%
增持
SCHP
SCHWAB STRATEGIC TR
+$7.5M
377,691
+279%
减持
AVGO
BROADCOM INC
+$7.4M
234,116
-8%
增持
UPS
UNITED PARCEL SERVICE INC
+$7.3M
186,055
+128%
增持
BIV
VANGUARD BD INDEX FDS
+$7.1M
103,939
+663%
建仓
IEF
ISHARES TR
+$7.0M
72,453
增持
DUHP
DIMENSIONAL ETF TRUST
+$7.0M
1,037,048
+15%
增持
ESGE
ISHARES INC
+$6.9M
205,298
+307%
增持
ABBV
ABBVIE INC
+$6.8M
131,390
+3%
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$6.8M
18
+80%
建仓
BCI
ABRDN ETFS
+$6.7M
311,121
增持
IWN
ISHARES TR
+$6.7M
51,692
+233%
增持
DFIV
DIMENSIONAL ETF TRUST
+$6.7M
746,115
+15%
清仓
—
PACIFIC PREMIER BANCORP
-$6.6M
0
-100%
减持
ROP
ROPER TECHNOLOGIES INC
-$6.4M
4,152
-72%
建仓
VNOM
VIPER ENERGY INC
+$6.3M
165,518
减持
VGLT
VANGUARD SCOTTSDALE FDS
-$6.3M
174,166
-40%
增持
ACWV
ISHARES INC
+$6.3M
58,109
+908%
增持
DFSD
DIMENSIONAL ETF TRUST
+$6.2M
220,206
+141%
减持
SBR
SABINE RTY TR
-$6.2M
85,584
-56%
增持
FTNT
FORTINET INC
-$6.2M
398,383
+6%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$6.1M
195,516
-6%
增持
DFAX
DIMENSIONAL ETF TRUST
+$6.1M
236,772
+418%
增持
CGNG
CAPITAL GROUP NEW GEOGRAPHY
+$6.0M
249,567
+309%
清仓
CORZ
CORE SCIENTIFIC INC NEW
-$5.9M
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$5.8M
71,353
+18%
增持
BND
VANGUARD BD INDEX FDS
+$5.8M
1,350,877
+5%
减持
DIS
DISNEY WALT CO
-$5.8M
177,114
-16%
建仓
GDXJ
VANECK ETF TRUST
+$5.7M
57,482
增持
IJH
ISHARES TR
+$5.7M
457,788
+17%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$5.5M
222,089
+40%
增持
VWOB
VANGUARD WHITEHALL FDS
+$5.5M
88,019
+1245%
增持
NOC
NORTHROP GRUMMAN CORP
+$5.5M
14,831
+107%
减持
JNJ
JOHNSON & JOHNSON
+$5.4M
267,129
-7%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$5.4M
101,455
+233%
建仓
SEIQ
SEI EXCHANGE TRADED FUNDS
+$5.4M
139,230
增持
ABNB
AIRBNB INC
+$5.2M
114,438
+73%
减持
OKE
ONEOK INC NEW
-$5.1M
194,151
-18%
减持
SPMD
SPDR SERIES TRUST
-$5.1M
82,958
-54%
增持
VXUS
VANGUARD STAR FDS
+$5.1M
238,795
+32%
增持
VTES
VANGUARD WELLINGTON FD
+$5.1M
82,845
+149%
清仓
CNC
CENTENE CORP DEL
-$4.9M
0
-100%
增持
DFAI
DIMENSIONAL ETF TRUST
+$4.8M
291,488
+73%
