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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 15
增持 111
减持 20
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
DFCF
DIMENSIONAL ETF TRUST
+$117.1M
3,439,520
+402%
增持
DFAU
DIMENSIONAL ETF TRUST
+$101.3M
2,668,454
+419%
增持
VTI
VANGUARD INDEX FDS
+$85.1M
742,991
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。
+49%
增持
SCHP
SCHWAB STRATEGIC TR
+$83.8M
3,546,615
+839%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$78.4M
2,308,892
+244%
增持
MBB
ISHARES TR
+$76.3M
851,186
+1600%
增持
USIG
ISHARES TR
+$70.3M
1,442,085
+1630%
增持
AAPL
APPLE INC
+$65.0M
1,678,421
+9%
增持
DFAI
DIMENSIONAL ETF TRUST
+$64.2M
1,963,369
+574%
增持
IWV
ISHARES TR
+$62.6M
174,191
+1265%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$56.3M
457,299
+177%
增持
VOO
VANGUARD INDEX FDS
+$50.2M
585,411
+13%
增持
DFIP
DIMENSIONAL ETF TRUST
+$46.4M
1,133,875
+6458%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$42.1M
3,037,258
+23%
建仓
DXUV
DIMENSIONAL ETF TRUST
+$40.9M
684,311
增持
IWD
ISHARES TR
+$39.7M
413,095
+78%
增持
VTV
VANGUARD INDEX FDS
+$37.5M
993,992
+22%
增持
STIP
ISHARES TR
+$37.2M
556,671
+191%
增持
GOOGL
ALPHABET INC
+$37.1M
478,025
+3%
增持
VXUS
VANGUARD STAR FDS
+$30.7M
639,749
+168%
增持
DFSD
DIMENSIONAL ETF TRUST
+$30.3M
853,016
+287%
增持
DFIV
DIMENSIONAL ETF TRUST
+$29.7M
1,285,246
+72%
增持
DFEM
DIMENSIONAL ETF TRUST
+$29.7M
1,703,596
+105%
增持
VUG
VANGUARD INDEX FDS
+$27.7M
522,057
+10%
增持
BND
VANGUARD BD INDEX FDS
+$27.5M
1,727,380
+28%
增持
AMZN
AMAZON COM INC
+$26.5M
650,162
+16%
增持
NVDA
NVIDIA CORPORATION
+$25.1M
1,941,982
+7%
建仓
GBCI
GLACIER BANCORP INC NEW
+$23.6M
535,726
增持
IVV
ISHARES TR
+$23.4M
415,572
+6%
建仓
SPYX
SPDR SERIES TRUST
+$22.1M
393,370
增持
MTUM
ISHARES TR
+$20.9M
120,985
+231%
增持
DUHP
DIMENSIONAL ETF TRUST
+$20.9M
1,578,485
+52%
建仓
DXIV
DIMENSIONAL ETF TRUST
+$20.2M
310,558
增持
DFAC
DIMENSIONAL ETF TRUST
+$19.8M
5,975,927
+6%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$19.2M
1,117,508
+48%
减持
LII
LENNOX INTL INC
-$18.7M
417,964
-0%
建仓
AAEQ
EA SERIES TRUST
+$17.7M
359,759
减持
AJG
GALLAGHER ARTHUR J & CO
-$17.6M
100,847
-29%
增持
SCHX
SCHWAB STRATEGIC TR
+$15.9M
6,461,827
+8%
增持
MGC
VANGUARD WORLD FD
+$15.5M
69,474
+787%
增持
LLY
ELI LILLY & CO
+$15.5M
45,527
+4%
增持
GOOG
ALPHABET INC
+$15.5M
201,501
+3%
减持
ORCL
ORACLE CORP
-$14.8M
160,298
-2%
增持
IVE
ISHARES TR
+$14.3M
146,169
+80%
建仓
IGE
ISHARES TR
+$13.9M
277,095
增持
VNQ
VANGUARD INDEX FDS
+$13.8M
273,445
+141%
增持
AVGO
BROADCOM INC
+$12.9M
260,403
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$12.9M
195,827
+15%
增持
VBR
VANGUARD INDEX FDS
+$12.7M
157,913
+59%
增持
AMD
ADVANCED MICRO DEVICES INC
+$12.6M
200,834
+7%
增持
DFAX
DIMENSIONAL ETF TRUST
+$12.4M
605,033
+156%
增持
DFUS
DIMENSIONAL ETF TRUST
+$12.2M
637,156
+32%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$12.1M
265,076
+2816%
增持
SPDW
SPDR INDEX SHS FDS
+$11.8M
658,052
+61%
建仓
VTC
VANGUARD SCOTTSDALE FDS
+$11.7M
150,163
建仓
VTHR
VANGUARD SCOTTSDALE FDS
+$11.6M
38,542
增持
AGG
ISHARES TR
+$11.3M
894,760
+15%
增持
EFA
ISHARES TR
+$11.2M
456,336
+31%
减持
META
META PLATFORMS INC
-$11.1M
115,901
-3%
清仓
—
GUARANTY BANCSHARES INC TEX
-$11.1M
0
-100%
增持
DFAR
DIMENSIONAL ETF TRUST
+$10.7M
852,933
+131%
增持
SCHB
SCHWAB STRATEGIC TR
+$10.6M
1,002,656
+64%
增持
JPM
JPMORGAN CHASE & CO.
+$10.3M
343,656
+8%
增持
SPY
SPDR S&P 500 ETF TR
+$10.3M
224,773
+5%
增持
PSLV
SPROTT ASSET MANAGEMENT LP
+$10.3M
1,276,259
+1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$10.1M
2,075,239
+12%
增持
DFIC
DIMENSIONAL ETF TRUST
+$10.0M
2,559,282
+7%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$9.8M
863,428
+9%
清仓
—
ISHARES TR
-$9.6M
0
-100%
减持
HD
HOME DEPOT INC
-$9.1M
132,133
-2%
增持
AVDE
AMERICAN CENTY ETF TR
+$8.8M
993,500
+7%
增持
VSS
VANGUARD INTL EQUITY INDEX F
+$8.7M
78,499
+340%
增持
IJS
ISHARES TR
+$8.3M
78,283
+1399%
增持
TIP
ISHARES TR
+$8.1M
210,714
+56%
增持
VB
VANGUARD INDEX FDS
+$8.0M
146,498
+25%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$7.7M
304,599
+11%
增持
MA
MASTERCARD INCORPORATED
+$7.5M
55,694
+30%
增持
IVW
ISHARES TR
+$7.3M
302,659
+22%
建仓
FLTR
VANECK ETF TRUST
+$7.2M
284,137
减持
PG
PROCTER AND GAMBLE CO
-$7.1M
163,689
-18%
增持
DFUV
DIMENSIONAL ETF TRUST
+$7.1M
1,319,434
+8%
增持
SCHH
SCHWAB STRATEGIC TR
+$6.9M
603,192
+128%
减持
ABNB
AIRBNB INC
-$6.7M
52,783
-54%
增持
MRK
MERCK & CO INC
+$6.7M
290,400
+2%
减持
CAT
CATERPILLAR INC
+$6.7M
73,542
-1%
增持
CSCO
CISCO SYS INC
+$6.6M
400,253
+13%
增持
GILD
GILEAD SCIENCES INC
+$6.6M
83,050
+156%
减持
IWF
ISHARES TR
-$6.6M
297,250
-5%
减持
DECK
DECKERS OUTDOOR CORP
-$6.5M
14,876
-81%
增持
CVX
CHEVRON CORP NEW
+$6.4M
522,292
+11%
增持
—
EXXON MOBIL CORP
+$6.4M
487,657
+5%
减持
LULU
LULULEMON ATHLETICA INC
-$6.0M
9,888
-78%
减持
VICI
VICI PPTYS INC
-$6.0M
35,595
-83%
增持
DFAT
DIMENSIONAL ETF TRUST
+$6.0M
294,922
+48%
增持
VHT
VANGUARD WORLD FD
+$5.9M
29,583
+195%
增持
IEFA
ISHARES TR
+$5.9M
614,188
+9%
增持
JNJ
JOHNSON & JOHNSON
+$5.8M
267,387
+0%
增持
DFGR
DIMENSIONAL ETF TRUST
+$5.8M
915,337
+36%
减持
PYPL
PAYPAL HLDGS INC
-$5.8M
138,197
-33%
增持
VTIP
VANGUARD MALVERN FDS
+$5.8M
430,933
+40%
减持
OKE
ONEOK INC NEW
-$5.6M
116,395
-40%
增持
PHYS
SPROTT ASSET MANAGEMENT LP
+$5.6M
1,476,212
+1%
增持
IDEV
ISHARES TR
+$5.5M
125,796
+108%
增持
LQD
ISHARES TR
+$5.5M
93,457
+118%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$5.5M
194,564
+205%
增持
IGOV
ISHARES TR
+$5.4M
147,020
+804%
减持
DFSV
DIMENSIONAL ETF TRUST
-$5.4M
912,614
-18%
增持
BSV
VANGUARD BD INDEX FDS
+$5.4M
1,175,610
+6%
增持
MUB
ISHARES TR
+$5.4M
633,779
+8%
增持
HYS
PIMCO ETF TR
+$5.3M
105,368
+116%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$5.3M
231,276
+29%
增持
GLD
SPDR GOLD TR
+$5.3M
129,746
+0%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$5.3M
0
-100%
建仓
PYLD
PIMCO ETF TR
+$5.3M
197,925
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$5.2M
203,929
+4%
增持
IWR
ISHARES TR
+$5.2M
265,274
+26%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$5.2M
284,739
+28%
增持
TOTL
SSGA ACTIVE ETF TR
+$5.2M
203,223
+174%
增持
SCHF
SCHWAB STRATEGIC TR
+$5.1M
2,939,302
+4%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$5.0M
745,742
+32%
清仓
—
UNILEVER PLC
-$5.0M
0
-100%
增持
BOXX
EA SERIES TRUST
+$5.0M
46,155
+1436%
建仓
UL
UNILEVER PLC
+$5.0M
75,840
增持
AVUS
AMERICAN CENTY ETF TR
+$5.0M
1,113,464
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$4.9M
1,305,199
+7%
减持
TGT
TARGET CORP
-$4.9M
47,301
-56%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$4.9M
101,670
+48%
增持
IWB
ISHARES TR
+$4.9M
115,133
+10%
增持
SLV
ISHARES SILVER TR
+$4.8M
196,302
+6%
增持
EFV
ISHARES TR
+$4.8M
579,012
+7%
减持
BXSL
BLACKSTONE SECD LENDING FD
-$4.7M
70,177
-72%
增持
AXP
AMERICAN EXPRESS CO
+$4.5M
76,523
+7%
增持
ABBV
ABBVIE INC
+$4.5M
152,942
+16%
增持
VOOV
VANGUARD ADMIRAL FDS INC
+$4.5M
25,601
+598%
建仓
JPIB
J P MORGAN EXCHANGE TRADED F
+$4.5M
92,256
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$4.5M
84,141
-5%
减持
VNOM
VIPER ENERGY INC
-$4.4M
49,285
-70%
减持
CL
COLGATE PALMOLIVE CO
-$4.4M
92,818
-37%
增持
WFC
WELLS FARGO CO NEW
+$4.2M
382,789
+2%
增持
PFF
ISHARES TR
+$4.2M
175,498
+348%
增持
IJR
ISHARES TR
+$4.1M
179,033
+22%
增持
BNDW
VANGUARD SCOTTSDALE FDS
+$4.1M
256,050
+32%
建仓
IXC
ISHARES TR
+$4.1M
97,371
增持
ICF
ISHARES TR
+$4.0M
76,297
+728%
增持
LRCX
LAM RESEARCH CORP
+$3.9M
61,893
+24%
建仓
WIP
SPDR SERIES TRUST
+$3.9M
98,778
增持
AVLV
AMERICAN CENTY ETF TR
+$3.9M
246,660
+20%
增持
SHOP
SHOPIFY INC
+$3.9M
48,115
+84%
建仓
BPRE
BLUEROCK PVT REAL ESTATE FD
+$3.8M
256,009
增持
RPM
RPM INTL INC
+$3.8M
40,260
+1181%
