小隐寺数据中心API 小隐寺主站

Beverly Hills Private Wealth, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Beverly Hills Private Wealth, LLC

报告期 2026-03-31 · CIK 0001965710

持仓数

347

前50大市值合计

$360.8M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

AAPL APPLE INC

COM

$25.4M

100,244

7.1%

MSFT MICROSOFT CORP

COM

$18.1M

49,024

5.0%

NVDA NVIDIA CORPORATION

COM

$15.1M

86,360

4.2%

JPM JPMORGAN CHASE & CO

COM

$13.7M

46,433

3.8%

AMZN AMAZON COM INC

COM

$13.6M

65,106

3.8%

VGIT VANGUARD SCOTTSDALE FDS

INTER TERM TREAS

$11.8M

198,157

3.3%

SCHW SCHWAB CHARLES CORP

COM

$11.0M

117,357

3.1%

META META PLATFORMS INC

CL A

$10.1M

17,576

2.8%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$9.8M

28,904

2.7%

VGSH VANGUARD SCOTTSDALE FDS

SHORT TERM TREAS

$9.6M

163,652

2.7%

VZ VERIZON COMMUNICATIONS INC

COM

$9.6M

190,306

2.6%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$9.5M

19,885

2.6%

PM PHILIP MORRIS INTL INC

COM

$9.4M

57,121

2.6%

CBL CBL & ASSOC PPTYS INC

COMMON STOCK

$8.7M

227,220

2.4%

V VISA INC

COM CL A

$8.2M

27,259

2.3%

JMTG J P MORGAN EXCHANGE TRADED F

MORTGAGE BACKED

$7.6M

149,776

2.1%

GOOG ALPHABET INC

CAP STK CL C

$6.9M

24,025

1.9%

AVGO BROADCOM INC

COM

$6.6M

21,433

1.8%

GDX VANECK ETF TRUST

GOLD MINERS ETF

$6.6M

71,884

1.8%

SIL GLOBAL X FDS

GLOBAL X SILVER

$6.5M

72,417

1.8%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$6.5M

129,476

1.8%

KR KROGER CO

COM

$6.5M

89,570

1.8%

PEP PEPSICO INC

COM

$6.3M

40,522

1.7%

GNMA ISHARES TR

GNMA BOND ETF

$6.2M

139,089

1.7%

CVX CHEVRON CORPORATION

COM

$5.8M

28,098

1.6%

ELV ELEVANCE HEALTH INC FORMERLY

COM

$5.7M

19,575

1.6%

JNJ JOHNSON & JOHNSON

COM

$5.6M

23,022

1.6%

ALX ALEXANDERS INC

COM

$5.6M

23,708

1.6%

MGM MGM RESORTS INTERNATIONAL

COM

$5.5M

148,980

1.5%

GOOGL ALPHABET INC

CAP STK CL A

$5.5M

19,015

1.5%

BTT BLACKROCK MUN TARGET TERM TR

COM SHS BEN IN

$5.2M

228,066

1.4%

UNH UNITEDHEALTH GROUP INC

COM

$4.8M

17,726

1.3%

GDXJ VANECK ETF TRUST

JUNIOR GOLD MINE

$4.6M

38,696

1.3%

TFSL TFS FINL CORP

COM

$4.6M

326,832

1.3%

SF STIFEL FINL CORP

COM

$4.5M

61,374

1.3%

— EXXON MOBIL CORP

COM

$4.3M

25,635

1.2%

EDV VANGUARD WORLD FD

EXTENDED DUR

$4.3M

66,577

1.2%

CMCSA COMCAST CORP NEW

CL A

$4.3M

150,125

1.2%

— AERCAP HOLDINGS NV

SHS

$4.2M

30,512

1.2%

ACI ALBERTSONS COS INC

COMMON STOCK

$4.1M

241,370

1.1%

VMBS VANGUARD SCOTTSDALE FDS

MTG-BKD SECS ETF

$4.1M

87,543

1.1%

IVV ISHARES TR

CORE S&P500 ETF

$4.1M

6,225

1.1%

SU SUNCOR ENERGY INC NEW

COM

$4.0M

60,745

1.1%

— CHUBB LTD SWITZ

COM

$4.0M

12,298

1.1%

CSCO CISCO SYS INC

COM

$3.9M

50,789

1.1%

— SMURFIT WESTROCK PLC

SHS

$3.9M

96,819

1.1%

DTF DTF TAX-FREE INCOME 2028 TER

COM

$3.9M

336,342

1.1%

CLIP GLOBAL X FDS

1-3 MONTH T-BILL

$3.8M

38,234

1.1%

— EL PASO ENERGY CAP TR I

PFD CV TR SEC 28

$3.5M

69,846

1.0%

MCD MCDONALDS CORP

COM

$3.4M

10,938

0.9%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

27%前 6 大占比

AAPL7.1%MSFT5.0%NVDA4.2%JPM3.8%AMZN3.8%VGIT3.3%