小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
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
$360.8M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 43
增持 96
减持 3
清仓 8
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$8.3M
118,233
+38%
增持
MSFT
MICROSOFT CORP
+$4.5M
46,578
+41%
增持
GBIL
GOLDMAN SACHS ETF TR
+$4.2M
63,715
+194%
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。
建仓
—
LINDE PLC
+$3.1M
8,609
增持
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$2.8M
8
+300%
清仓
—
LINDE PLC
-$2.2M
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
22,175
+46%
增持
JPM
JPMORGAN CHASE & CO
+$1.9M
38,388
+64%
减持
NVDA
NVIDIA CORPORATION
+$1.6M
12,329
-1%
增持
TXN
TEXAS INSTRS INC
+$1.5M
33,009
+18%
增持
ET
ENERGY TRANSFER L P
+$1.4M
167,824
+207%
增持
JNJ
JOHNSON & JOHNSON
+$1.4M
33,041
+55%
增持
CSCO
CISCO SYS INC
+$1.3M
101,493
+21%
清仓
BAX
BAXTER INTL INC
-$1.3M
0
-100%
增持
IVV
ISHARES TR
+$1.3M
6,511
+76%
建仓
QUAL
ISHARES TR
+$1.1M
8,954
增持
AVGO
BROADCOM INC
+$1.1M
6,840
+17%
增持
MCD
MCDONALDS CORP
+$1.1M
11,964
+40%
增持
MRK
MERCK & CO INC
+$1.1M
40,358
+40%
建仓
SHV
ISHARES TR
+$1.0M
9,100
建仓
MPC
MARATHON PETE CORP
+$989.7K
7,340
增持
CMCSA
COMCAST CORP NEW
+$966.8K
97,488
+25%
清仓
GVI
ISHARES TR
-$927.0K
0
-100%
增持
IUSB
ISHARES TR
+$851.9K
27,476
+197%
增持
UPS
UNITED PARCEL SERVICE INC
+$839.2K
18,413
+17%
增持
AMZN
AMAZON COM INC
+$813.3K
32,084
+8%
增持
PGR
PROGRESSIVE CORP
+$796.2K
23,965
+18%
建仓
MMM
3M CO
+$792.4K
7,539
增持
GDX
VANECK ETF TRUST
+$761.4K
58,311
+49%
增持
PM
PHILIP MORRIS INTL INC
+$732.3K
43,443
+26%
增持
LOW
LOWES COS INC
+$717.7K
24,275
+17%
增持
SNY
SANOFI
+$691.5K
22,457
+105%
增持
—
EXXON MOBIL CORP
+$667.9K
17,719
+53%
建仓
IEMG
ISHARES INC
+$662.3K
13,574
增持
PFE
PFIZER INC
+$643.6K
87,497
+53%
增持
WMT
WALMART INC
+$635.7K
15,988
+32%
增持
—
FTAI AVIATION LTD
+$631.2K
43,696
+27%
增持
MSI
MOTOROLA SOLUTIONS INC
+$629.2K
8,838
+20%
增持
DG
DOLLAR GEN CORP NEW
+$623.2K
6,030
+130%
增持
EFG
ISHARES TR
+$609.6K
9,830
+165%
增持
CVX
CHEVRON CORP NEW
+$594.4K
35,356
+23%
增持
VZ
VERIZON COMMUNICATIONS INC
+$590.2K
73,362
+28%
增持
SCHW
SCHWAB CHARLES CORP
+$572.7K
50,671
+103%
增持
SBUX
STARBUCKS CORP
+$569.1K
30,407
+16%
清仓
HDV
ISHARES TR
-$565.9K
0
-100%
增持
TGT
TARGET CORP
+$562.9K
15,093
+16%
建仓
KOF
COCA-COLA FEMSA SAB DE CV
+$561.4K
6,977
建仓
BA
BOEING CO
+$554.7K
2,611
建仓
NKE
NIKE INC
+$553.1K
4,510
增持
FAST
FASTENAL CO
+$547.8K
38,336
+19%
建仓
NGG
NATIONAL GRID PLC
+$543.3K
7,991
增持
PLD
PROLOGIS INC.
+$515.4K
18,779
+16%
增持
NVS
NOVARTIS AG
+$499.3K
16,444
+47%
建仓
CAT
CATERPILLAR INC
+$495.0K
2,163
增持
ON
ON SEMICONDUCTOR CORP
+$483.3K
15,930
+20%
建仓
TRP
TC ENERGY CORP
+$481.2K
12,368
增持
—
ACCENTURE PLC IRELAND
+$468.9K
8,289
+16%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$460.4K
39,835
+68%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$459.6K
6,631
增持
AXP
AMERICAN EXPRESS CO
+$459.4K
10,311
+23%
增持
ENB
ENBRIDGE INC
+$451.0K
27,218
+81%
增持
MA
MASTERCARD INCORPORATED
+$450.8K
5,532
+23%
建仓
META
META PLATFORMS INC
+$446.6K
2,107
建仓
—
ASML HOLDING N V
+$446.5K
656
增持
—
EATON CORP PLC
+$446.4K
12,369
+16%
增持
NVO
NOVO-NORDISK A S
+$446.3K
6,026
+59%
建仓
IYW
ISHARES TR
+$438.4K
4,724
建仓
MBB
ISHARES TR
+$432.0K
4,560
增持
ABBV
ABBVIE INC
+$430.2K
17,977
+19%
建仓
DIS
DISNEY WALT CO
+$424.3K
4,237
增持
BAC
BANK AMERICA CORP
+$395.4K
46,132
+65%
增持
WEC
WEC ENERGY GROUP INC
+$393.1K
24,521
+19%
增持
HD
HOME DEPOT INC
+$392.8K
2,108
+190%
增持
PG
PROCTER AND GAMBLE CO
+$383.4K
4,021
+184%
增持
—
TRANE TECHNOLOGIES PLC
+$378.9K
8,730
+20%
增持
CCI
CROWN CASTLE INC
+$376.6K
19,880
+18%
建仓
PZZA
PAPA JOHNS INTL INC
+$372.7K
4,974
增持
PEP
PEPSICO INC
+$371.5K
12,401
+19%
增持
GOOGL
ALPHABET INC
+$370.2K
7,846
+56%
建仓
COP
CONOCOPHILLIPS
+$370.0K
3,730
清仓
IWD
ISHARES TR
-$360.8K
0
-100%
增持
CINF
CINCINNATI FINL CORP
+$356.6K
14,637
+17%
减持
DWX
SPDR INDEX SHS FDS
-$356.1K
34,341
-28%
增持
BCE
BCE INC
+$328.9K
16,867
+74%
建仓
CM
CANADIAN IMPERIAL BK COMM TO
+$326.3K
7,693
增持
RING
ISHARES INC
+$323.3K
35,516
+39%
增持
GOOG
ALPHABET INC
+$322.1K
9,571
+26%
增持
STM
STMICROELECTRONICS N V
+$317.7K
10,176
+60%
增持
ADI
ANALOG DEVICES INC
+$313.9K
5,790
+15%
建仓
AMX
AMERICA MOVIL SAB DE CV
+$308.5K
14,654
增持
DEO
DIAGEO PLC
+$302.2K
14,773
+11%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$301.1K
204,439
+19%
增持
PAYX
PAYCHEX INC
+$300.4K
19,394
+17%
增持
—
BLACKROCK INC
+$300.0K
4,369
+18%
增持
KMB
KIMBERLY-CLARK CORP
+$299.9K
4,304
+110%
建仓
—
LYONDELLBASELL INDUSTRIES N
+$298.9K
3,184
建仓
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$295.4K
17,927
增持
ABT
ABBOTT LABS
+$291.6K
14,921
+34%
清仓
EEMV
ISHARES INC
-$283.8K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
+$283.3K
21,366
+18%
增持
NBXG
NEUBERGER BERMAN NEXT GENERA
+$282.2K
145,286
+7%
增持
D
DOMINION ENERGY INC
+$280.6K
35,900
+27%
建仓
C
CITIGROUP INC
+$280.2K
5,975
清仓
SPY
SPDR S&P 500 ETF TR
-$277.3K
0
-100%
增持
QCOM
QUALCOMM INC
+$274.7K
6,670
+27%
增持
CRUS
CIRRUS LOGIC INC
+$265.9K
5,550
+21%
增持
—
AMCOR PLC
+$264.6K
37,131
+180%
建仓
ETR
ENTERGY CORP NEW
+$263.0K
2,441
建仓
SNOW
SNOWFLAKE INC
+$262.0K
1,698
增持
MRSH
MARSH & MCLENNAN COS INC
+$260.8K
10,014
+18%
建仓
USMV
ISHARES TR
+$260.2K
3,577
增持
DIOD
DIODES INC
+$257.2K
8,571
+21%
增持
MPWR
MONOLITHIC PWR SYS INC
+$254.7K
1,257
+19%
建仓
SYK
STRYKER CORPORATION
+$248.9K
872
增持
LLY
LILLY ELI & CO
+$245.9K
1,705
+84%
增持
TRV
TRAVELERS COMPANIES INC
+$245.4K
3,759
+77%
建仓
WELL
WELLTOWER INC
+$245.3K
3,422
增持
RTX
RAYTHEON TECHNOLOGIES CORP
+$244.9K
8,358
+47%
建仓
BMO
BANK MONTREAL QUE
+$244.2K
2,740
建仓
—
UBS GROUP AG
+$243.9K
11,430
减持
ESGU
ISHARES TR
-$243.1K
6,281
-34%
建仓
ABBNY
ABB LTD
+$242.9K
7,081
建仓
CI
THE CIGNA GROUP
+$242.2K
948
增持
—
UNILEVER PLC
+$242.2K
13,318
+49%
建仓
VIV
TELEFONICA BRASIL SA
+$241.1K
31,854
增持
—
TOTALENERGIES SE
+$240.1K
22,590
+28%
建仓
WEN
WENDYS CO
+$239.6K
11,000
建仓
BDX
BECTON DICKINSON & CO
+$235.4K
951
增持
UNH
UNITEDHEALTH GROUP INC
+$235.0K
8,771
+19%
增持
BTI
BRITISH AMERN TOB PLC
+$234.7K
34,313
+41%
增持
GOVT
ISHARES TR
+$234.3K
19,575
+99%
建仓
MPLX
MPLX LP
+$233.2K
6,770
建仓
V
VISA INC
+$233.1K
1,034
建仓
PSA
PUBLIC STORAGE
+$229.9K
761
增持
ANSS
ANSYS INC
+$229.3K
1,748
+20%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$228.3K
50,557
+130%
清仓
HUBB
HUBBELL INC
-$225.8K
0
-100%
增持
—
COCA-COLA EUROPACIFIC PARTNE
+$224.0K
15,231
+24%
增持
TJX
TJX COS INC NEW
+$223.7K
23,440
+16%
增持
APD
AIR PRODS & CHEMS INC
+$222.2K
10,782
+16%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$220.6K
8,303
+35%
增持
MYGN
MYRIAD GENETICS INC
+$220.4K
19,236
+23%
增持
FORM
FORMFACTOR INC
+$220.3K
15,415
+27%
建仓
NI
NISOURCE INC
+$217.9K
7,794
增持
KEY
KEYCORP
-$216.3K
52,235
+5%
增持
AOS
SMITH A O CORP
+$215.0K
9,578
+23%
增持
NEE
NEXTERA ENERGY INC
+$213.8K
33,573
+18%
建仓
DELL
DELL TECHNOLOGIES INC
+$212.3K
5,281
建仓
ROST
ROSS STORES INC
+$212.3K
2,000
增持
ARCC
ARES CAPITAL CORP
+$212.1K
69,891
+21%
