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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 9
增持 129
减持 11
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
VOO
VANGUARD INDEX FDS
+$280.7M
1,084,220
+85%
增持
IVV
ISHARES TR
+$175.3M
704,106
+69%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$128.7M
4,969,772
+64%
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
USMV
ISHARES TR
+$103.3M
1,356,170
+469%
增持
IDEV
ISHARES TR
+$96.7M
1,281,026
+918%
增持
IJR
ISHARES TR
+$88.9M
888,163
+396%
增持
AAPL
APPLE INC
+$87.5M
2,142,646
+28%
增持
SCHV
SCHWAB STRATEGIC TR
+$83.8M
3,873,113
+234%
增持
VTI
VANGUARD INDEX FDS
+$80.2M
1,026,467
+38%
增持
META
META PLATFORMS INC
+$79.1M
271,958
+135%
增持
DASH
DOORDASH INC
+$77.0M
525,461
+6135%
增持
SCHG
SCHWAB STRATEGIC TR
+$76.5M
6,701,110
+84%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$72.2M
356,075
+82%
增持
VTV
VANGUARD INDEX FDS
+$68.5M
1,316,904
+32%
建仓
HAWX
ISHARES TR
+$64.3M
1,571,911
增持
IJH
ISHARES TR
+$63.7M
1,438,214
+184%
增持
BND
VANGUARD BD INDEX FDS
+$63.5M
2,599,326
+50%
增持
AMZN
AMAZON COM INC
+$62.4M
1,020,307
+57%
增持
AGG
ISHARES TR
+$60.7M
1,511,255
+69%
增持
QUAL
ISHARES TR
+$60.5M
348,994
+976%
增持
IEMG
ISHARES INC
+$57.3M
1,216,807
+197%
增持
VO
VANGUARD INDEX FDS
+$52.3M
742,197
+34%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$48.5M
2,008,031
+80%
增持
CVX
CHEVRON CORPORATION
+$47.2M
612,936
+17%
增持
—
EXXON MOBIL CORP
+$46.8M
622,014
+28%
增持
NVDA
NVIDIA CORPORATION
+$43.7M
2,327,213
+20%
增持
GOOG
ALPHABET INC
+$41.9M
366,629
+82%
增持
DGRO
ISHARES TR
+$39.0M
1,394,397
+64%
增持
GOOGL
ALPHABET INC
+$34.5M
640,457
+34%
增持
JNJ
JOHNSON & JOHNSON
+$34.2M
366,297
+37%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$33.3M
283,133
-38%
增持
DBMF
LITMAN GREGORY FDS TR
+$31.9M
1,067,012
+12580%
增持
MGK
VANGUARD WORLD FD
+$31.9M
94,646
+1248%
增持
EFV
ISHARES TR
+$30.4M
965,472
+67%
增持
WMT
WALMART INC
+$26.7M
497,476
+58%
增持
V
VISA INC
+$26.3M
315,826
+60%
增持
SCHX
SCHWAB STRATEGIC TR
+$25.3M
7,768,711
+20%
增持
JPM
JPMORGAN CHASE & CO
+$25.2M
461,949
+34%
增持
IEFA
ISHARES TR
+$24.5M
877,555
+43%
增持
CAT
CATERPILLAR INC
+$24.5M
93,986
+28%
增持
MGV
VANGUARD WORLD FD
+$24.2M
183,332
+974%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$22.5M
270,222
+20%
增持
ITOT
ISHARES TR
+$22.1M
331,762
+96%
增持
TSCO
TRACTOR SUPPLY CO
+$21.7M
485,719
+8130%
增持
IWM
ISHARES TR
+$21.2M
164,901
+107%
增持
AVGO
BROADCOM INC
+$20.7M
358,212
+38%
增持
VONE
VANGUARD SCOTTSDALE FDS
+$20.7M
171,696
+77%
增持
EFA
ISHARES TR
+$18.6M
642,634
+41%
增持
VYMI
VANGUARD WHITEHALL FDS
+$18.0M
246,296
+324%
增持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$17.9M
78,912
+174%
增持
PG
PROCTER & GAMBLE CO
+$17.6M
284,539
+74%
增持
PTRB
PGIM ETF TR
+$17.4M
513,697
+457%
增持
PEP
PEPSICO INC
+$17.0M
242,447
+69%
增持
CMF
ISHARES TR
+$16.8M
411,658
+256%
增持
SPEM
SPDR INDEX SHS FDS
+$16.6M
880,195
+67%
增持
ABEQ
UNIFIED SER TR
+$15.9M
847,189
+89%
增持
IAU
ISHARES GOLD TR
+$15.2M
455,470
+48%
减持
IWV
ISHARES TR
-$15.0M
141,446
-19%
增持
ESGD
ISHARES TR
+$14.8M
368,679
+72%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$14.5M
378,858
+24%
减持
IWD
ISHARES TR
-$14.5M
338,727
-18%
增持
AMGN
AMGEN INC
+$14.3M
114,444
+44%
增持
MSI
MOTOROLA SOLUTIONS INC
+$14.0M
39,352
+397%
增持
LMT
LOCKHEED MARTIN CORP
+$13.9M
59,058
+31%
增持
GLD
SPDR GOLD TR
+$13.7M
151,416
+17%
增持
MRK
MERCK & CO INC
+$13.6M
367,061
+26%
增持
VUG
VANGUARD INDEX FDS
+$13.5M
613,960
+18%
增持
EFG
ISHARES TR
+$13.1M
565,967
+29%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$13.0M
709,422
+49%
增持
LOW
LOWES COS INC
+$12.8M
121,178
+85%
建仓
SPSB
SPDR SERIES TRUST
+$12.8M
425,572
增持
VONG
VANGUARD SCOTTSDALE FDS
+$12.6M
1,073,317
+24%
增持
PFE
PFIZER INC
+$12.5M
1,300,649
+35%
增持
MUB
ISHARES TR
+$12.4M
756,078
+19%
增持
VLO
VALERO ENERGY CORP
+$12.3M
93,550
+41%
建仓
VOTE
TCW ETF TRUST
+$12.3M
160,815
增持
COST
COSTCO WHOLESALE CORPORATION
+$12.1M
54,534
+11%
增持
DELL
DELL TECHNOLOGIES INC
+$11.9M
80,954
+661%
增持
SCHD
SCHWAB STRATEGIC TR
+$11.8M
1,761,460
+14%
增持
RTX
RTX CORPORATION
+$11.7M
210,818
+34%
减持
AJG
GALLAGHER ARTHUR J & CO
-$10.9M
70,388
-30%
增持
SBR
SABINE RTY TR
+$10.7M
221,967
+157%
增持
MCD
MCDONALDS CORP
+$10.7M
121,670
+37%
增持
RBRK
RUBRIK INC.
-$10.6M
392,054
+0%
增持
BKNG
BOOKING HOLDINGS INC
+$10.6M
3,419
+383%
增持
DFCF
DIMENSIONAL ETF TRUST
+$10.5M
3,715,440
+8%
增持
HD
HOME DEPOT INC
+$10.3M
169,640
+28%
增持
EW
EDWARDS LIFESCIENCES CORP
+$10.2M
147,594
+663%
增持
KO
COCA COLA CO
+$10.1M
388,392
+40%
增持
VTWO
VANGUARD SCOTTSDALE FDS
+$10.1M
108,177
+1404%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$10.1M
802,248
+27%
减持
ABT
ABBOTT LABORATORIES
-$10.1M
228,258
-15%
增持
DFIV
DIMENSIONAL ETF TRUST
+$9.9M
1,403,292
+9%
建仓
BBHL
BBH TR
+$9.9M
659,167
增持
PPA
INVESCO EXCHANGE TRADED FD T
+$9.9M
114,217
+98%
增持
ET
ENERGY TRANSFER L P
+$9.7M
1,922,976
+15%
增持
ACWX
ISHARES TR
+$9.6M
162,064
+642%
增持
QQQ
INVESCO QQQ TR
+$9.5M
219,044
+15%
增持
XLV
SELECT SECTOR SPDR TR
+$9.5M
101,563
+194%
增持
DUHP
DIMENSIONAL ETF TRUST
+$9.3M
1,886,147
+19%
增持
—
CHUBB LTD SWITZ
+$9.3M
75,685
+54%
增持
STIP
ISHARES TR
+$9.2M
640,243
+15%
减持
LII
LENNOX INTL INC
-$9.2M
417,422
-0%
增持
IWB
ISHARES TR
+$9.2M
146,399
+27%
增持
BINC
BLACKROCK ETF TRUST II
+$9.2M
184,473
+2333%
减持
MMM
3M CO
-$9.2M
134,781
-25%
增持
ESML
ISHARES TR
+$9.1M
262,028
+277%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
-$9.1M
29,964
-93%
减持
VTIP
VANGUARD MALVERN FDS
-$9.1M
245,265
-43%
增持
IEF
ISHARES TR
+$9.1M
202,713
+89%
增持
IWF
ISHARES TR
+$9.0M
351,081
+18%
建仓
SUN
SUNOCO LP/SUNOCO FIN CORP
+$9.0M
138,519
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$9.0M
233,609
+101%
增持
CSCO
CISCO SYS INC
+$8.9M
512,345
+28%
增持
DFAI
DIMENSIONAL ETF TRUST
+$8.9M
2,149,113
+9%
增持
XLE
SELECT SECTOR SPDR TR
+$8.9M
351,218
+24%
建仓
PAAA
PGIM ETF TR
+$8.8M
172,255
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$8.7M
382,630
+121%
增持
ABBV
ABBVIE INC
+$8.7M
200,691
+31%
增持
LLY
ELI LILLY & CO
+$8.4M
62,356
+37%
增持
SNY
SANOFI SA
+$8.4M
194,941
+822%
增持
HON
HONEYWELL INTL INC
+$8.2M
86,107
+49%
增持
FAST
FASTENAL CO
+$8.2M
233,644
+252%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$8.1M
2,490,414
+8%
增持
VXUS
VANGUARD STAR FDS
+$8.0M
729,817
+14%
建仓
CALM
CAL MAINE FOODS INC
+$8.0M
100,542
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$7.9M
38,817
+101%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$7.8M
1,442,644
+11%
增持
SYK
STRYKER CORPORATION
+$7.7M
45,511
+122%
减持
ECG
EVERUS CONSTR GROUP
-$7.7M
39,775
-73%
增持
ESGU
ISHARES TR
+$7.6M
177,705
+51%
增持
GEV
GE VERNOVA INC
+$7.5M
19,885
+33%
清仓
—
CYBERARK SOFTWARE LTD
-$7.4M
0
-100%
增持
SNOW
SNOWFLAKE INC
-$7.4M
134,231
+6%
增持
VXF
VANGUARD INDEX FDS
+$7.3M
67,691
+114%
增持
BTC
GRAYSCALE BITCOIN MINI TR ET
+$7.3M
267,561
+1322%
减持
DFAC
DIMENSIONAL ETF TRUST
-$7.3M
5,901,121
-1%
增持
DFLV
DIMENSIONAL ETF TRUST
+$7.2M
2,191,034
+6%
增持
UNP
UNION PAC CORP
+$7.2M
51,325
+125%
增持
WDAY
WORKDAY INC
+$7.1M
59,030
+2163%
增持
SCHW
SCHWAB CHARLES CORP
+$7.1M
228,577
+59%
增持
CGMU
CAPITAL GRP FIXED INCM ETF T
+$7.0M
1,011,074
+36%
增持
CL
COLGATE PALMOLIVE CO
+$6.9M
167,291
+80%
增持
SPDW
SPDR INDEX SHS FDS
+$6.9M
791,394
+20%
建仓
INCY
INCYTE CORP
+$6.9M
73,301
增持
ORCL
ORACLE CORP
-$6.8M
166,008
+4%
建仓
NHI
NATIONAL HEALTH INVS INC
+$6.8M
83,927
增持
VTEB
VANGUARD MUN BD FDS
+$6.7M
989,502
+17%
增持
UNH
UNITEDHEALTH GROUP INC
+$6.7M
125,749
+52%
增持
SCHF
SCHWAB STRATEGIC TR
+$6.7M
3,125,753
+6%
