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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 12
增持 136
减持 1
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$15.5M
192,174
+63%
增持
MSFT
MICROSOFT CORP
+$11.7M
77,114
+66%
增持
SCHW
SCHWAB CHARLES CORP
+$6.4M
139,121
+175%
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
LOW
LOWES COS INC
+$5.9M
48,322
+99%
增持
AVGO
BROADCOM INC
+$5.9M
11,659
+70%
增持
TXN
TEXAS INSTRS INC
+$5.1M
66,531
+102%
增持
CMCSA
COMCAST CORP NEW
+$5.0M
194,895
+100%
增持
CVX
CHEVRON CORP NEW
+$4.7M
65,929
+86%
增持
PM
PHILIP MORRIS INTL INC
+$4.7M
92,785
+114%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$4.4M
32,210
+45%
增持
IVV
ISHARES TR
+$4.3M
15,503
+138%
增持
JPM
JPMORGAN CHASE & CO
+$4.2M
59,244
+54%
增持
JNJ
JOHNSON & JOHNSON
+$4.1M
54,362
+65%
增持
UNH
UNITEDHEALTH GROUP INC
+$3.7M
15,650
+78%
增持
FIS
FIDELITY NATL INFORMATION SV
+$3.5M
109,602
+102%
增持
MRK
MERCK & CO INC
+$3.3M
72,150
+79%
增持
—
LINDE PLC
+$3.3M
16,718
+94%
增持
—
EATON CORP PLC
+$3.2M
24,703
+100%
增持
PAYX
PAYCHEX INC
+$3.1M
43,531
+124%
增持
UPS
UNITED PARCEL SERVICE INC
+$3.1M
37,040
+101%
建仓
ZTS
ZOETIS INC
+$3.1M
17,376
增持
—
BLACKROCK INC
+$3.1M
8,467
+94%
增持
APD
AIR PRODS & CHEMS INC
+$3.1M
21,673
+101%
增持
—
EXXON MOBIL CORP
+$2.9M
45,037
+154%
建仓
SPGI
S&P GLOBAL INC
+$2.8M
7,318
增持
—
ACCENTURE PLC IRELAND
+$2.7M
16,368
+97%
增持
SBUX
STARBUCKS CORP
+$2.7M
58,562
+93%
增持
MSI
MOTOROLA SOLUTIONS INC
+$2.5M
17,963
+103%
增持
WMT
WALMART INC
+$2.4M
30,020
+88%
增持
MA
MASTERCARD INCORPORATED
+$2.4M
11,258
+104%
增持
DEO
DIAGEO PLC
+$2.4M
29,763
+101%
增持
NVDA
NVIDIA CORPORATION
+$2.3M
12,906
+5%
增持
ABBV
ABBVIE INC
+$2.3M
34,925
+94%
增持
FAST
FASTENAL CO
+$2.3M
77,390
+102%
增持
MRSH
MARSH & MCLENNAN COS INC
+$2.2M
20,450
+104%
增持
TJX
TJX COS INC NEW
+$2.2M
47,213
+101%
增持
PLD
PROLOGIS INC.
+$2.1M
35,951
+91%
增持
NEE
NEXTERA ENERGY INC
+$2.0M
66,935
+99%
增持
—
TRANE TECHNOLOGIES PLC
+$2.0M
17,860
+105%
增持
WEC
WEC ENERGY GROUP INC
+$2.0M
49,755
+103%
增持
PEP
PEPSICO INC
+$2.0M
23,057
+86%
增持
NSC
NORFOLK SOUTHN CORP
+$2.0M
16,732
+101%
增持
UNP
UNION PAC CORP
+$2.0M
15,222
+105%
增持
CSCO
CISCO SYS INC
+$1.9M
136,997
+35%
增持
MO
ALTRIA GROUP INC
+$1.9M
88,202
+95%
增持
AMZN
AMAZON COM INC
+$1.8M
36,980
+15%
增持
ABT
ABBOTT LABS
+$1.8M
31,103
+108%
增持
NVS
NOVARTIS AG
+$1.8M
32,422
+97%
增持
AXP
AMERICAN EXPRESS CO
+$1.7M
20,735
+101%
增持
ELV
ELEVANCE HEALTH INC
+$1.7M
7,126
+108%
增持
HON
HONEYWELL INTL INC
+$1.7M
19,316
+90%
增持
MDLZ
MONDELEZ INTL INC
+$1.7M
43,234
+102%
增持
PFE
PFIZER INC
+$1.7M
150,332
+72%
增持
MCD
MCDONALDS CORP
+$1.7M
17,559
+47%
增持
D
DOMINION ENERGY INC
+$1.6M
73,310
+104%
增持
CINF
CINCINNATI FINL CORP
+$1.6M
29,655
+103%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.6M
135,644
+85%
增持
—
TOTALENERGIES SE
+$1.5M
47,349
+110%
增持
SNY
SANOFI
+$1.4M
50,575
+125%
增持
CCI
CROWN CASTLE INC
+$1.3M
38,528
+94%
增持
TGT
TARGET CORP
+$1.3M
28,954
+92%
增持
PSX
PHILLIPS 66
+$1.3M
23,718
+83%
清仓
DG
DOLLAR GEN CORP NEW
-$1.3M
0
-100%
增持
EFV
ISHARES TR
+$1.2M
36,872
+189%
增持
PKG
PACKAGING CORP AMER
+$1.2M
14,374
+91%
减持
—
CHUBB LIMITED
-$1.2M
1,697
-78%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
+$1.1M
26,069
+151%
增持
ON
ON SEMICONDUCTOR CORP
+$1.1M
23,088
+45%
增持
—
COCA-COLA EUROPACIFIC PARTNE
+$1.0M
30,571
+101%
增持
GBIL
GOLDMAN SACHS ETF TR
+$958.7K
73,590
+15%
增持
DFAI
DIMENSIONAL ETF TRUST
+$952.9K
68,576
+100%
增持
CF
CF INDS HLDGS INC
+$930.0K
21,304
+93%
建仓
—
QIAGEN NV
+$909.1K
19,928
增持
IUSB
ISHARES TR
+$897.9K
48,260
+76%
增持
DWX
SPDR INDEX SHS FDS
+$884.3K
60,034
+75%
增持
PGR
PROGRESSIVE CORP
+$882.8K
34,070
+42%
增持
ENB
ENBRIDGE INC
+$880.2K
53,382
+96%
增持
ADI
ANALOG DEVICES INC
+$878.0K
10,724
+85%
增持
HLI
HOULIHAN LOKEY INC
+$873.5K
15,529
+99%
增持
MPWR
MONOLITHIC PWR SYS INC
+$859.5K
2,772
+121%
增持
NOC
NORTHROP GRUMMAN CORP
+$844.7K
4,016
+102%
增持
BTI
BRITISH AMERN TOB PLC
+$842.7K
62,854
+83%
建仓
NSP
INSPERITY INC
+$842.6K
8,950
增持
GATX
GATX CORP
+$840.2K
12,507
+104%
增持
QSR
RESTAURANT BRANDS INTL INC
+$831.4K
20,849
+100%
增持
—
ASTRAZENECA PLC
+$830.4K
25,379
+89%
增持
KLAC
KLA CORP
+$829.6K
2,799
+100%
增持
CBRE
CBRE GROUP INC
+$815.6K
16,838
+105%
增持
—
UNILEVER PLC
+$794.3K
28,635
+115%
增持
—
MEDTRONIC PLC
+$789.2K
19,336
+87%
增持
BCE
BCE INC
+$779.0K
36,508
+116%
增持
AROC
ARCHROCK INC
+$768.7K
95,338
+105%
增持
AOS
SMITH A O CORP
+$758.7K
19,563
+104%
增持
QUAL
ISHARES TR
+$747.7K
13,590
+52%
增持
NGG
NATIONAL GRID PLC
+$745.7K
20,516
+157%
增持
WWD
WOODWARD INC
+$724.1K
9,242
+105%
增持
PZZA
PAPA JOHNS INTL INC
+$722.3K
13,498
+171%
增持
SNA
SNAP ON INC
+$720.6K
4,742
+105%
增持
SHY
ISHARES TR
+$719.4K
12,353
+260%
增持
RJF
RAYMOND JAMES FINL INC
+$718.6K
11,590
+103%
增持
EFG
ISHARES TR
+$702.7K
17,404
+77%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$699.8K
9,242
+105%
增持
LLY
LILLY ELI & CO
+$699.4K
2,858
+68%
增持
BAC
BANK AMERICA CORP
+$693.9K
64,321
+39%
增持
CNMD
CONMED CORP
+$691.4K
10,877
+102%
增持
R
RYDER SYS INC
+$669.0K
11,647
+104%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$665.9K
12,163
+46%
增持
BOX
BOX INC
+$651.6K
37,273
+105%
增持
—
HOLOGIC INC
+$648.9K
17,793
+105%
建仓
TFLO
ISHARES TR
+$643.8K
12,734
增持
SBAC
SBA COMMUNICATIONS CORP NEW
+$633.6K
4,253
+253%
建仓
VICI
VICI PPTYS INC
+$630.8K
20,308
增持
—
BLACK KNIGHT INC
+$623.7K
14,392
+104%
增持
HXL
HEXCEL CORP NEW
+$620.1K
17,901
+105%
增持
MOG/A
MOOG INC
+$618.8K
9,697
+105%
增持
ALB
ALBEMARLE CORP
+$618.7K
7,160
+94%
增持
GSK
GSK PLC
+$616.4K
23,983
+310%
增持
CRL
CHARLES RIV LABS INTL INC
+$607.1K
4,884
+144%
增持
SMFG
SUMITOMO MITSUI FINL GROUP I
+$606.8K
110,400
+118%
增持
ARW
ARROW ELECTRS INC
+$581.4K
8,932
+105%
增持
META
META PLATFORMS INC
+$580.1K
3,304
+57%
增持
FORM
FORMFACTOR INC
+$579.8K
31,364
+103%
增持
GD
GENERAL DYNAMICS CORP
+$577.6K
3,481
+293%
增持
IRM
IRON MTN INC DEL
+$575.2K
16,275
+107%
增持
TDY
TELEDYNE TECHNOLOGIES INC
+$574.2K
3,518
+107%
增持
FTS
FORTIS INC
+$572.7K
24,222
+157%
增持
DRI
DARDEN RESTAURANTS INC
+$570.8K
6,575
+105%
增持
TRP
TC ENERGY CORP
+$561.1K
28,926
+134%
建仓
CX
CEMEX SAB DE CV
+$559.7K
73,074
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$533.0K
11,573
+86%
增持
RSG
REPUBLIC SVCS INC
+$527.5K
6,348
+107%
增持
DIOD
DIODES INC
+$522.0K
15,284
+78%
增持
ANSS
ANSYS INC
+$518.1K
3,610
+107%
增持
WBS
WEBSTER FINL CORP
+$512.5K
19,191
+104%
增持
DUK
DUKE ENERGY CORP NEW
+$510.7K
10,963
+125%
增持
RY
ROYAL BK CDA
+$510.4K
9,371
+131%
建仓
EDU
NEW ORIENTAL ED & TECHNOLOGY
+$510.0K
8,878
增持
FCFS
FIRSTCASH HOLDINGS INC
+$499.3K
9,414
+104%
增持
DHI
D R HORTON INC
+$492.0K
9,412
+33%
建仓
ENVX
ENOVIX CORPORATION
+$488.6K
31,400
增持
ORANY
ORANGE
+$486.1K
67,210
+212%
增持
TAK
TAKEDA PHARMACEUTICAL CO LTD
+$482.2K
51,124
+185%
增持
HII
HUNTINGTON INGALLS INDS INC
+$479.3K
3,814
+105%
增持
GOOG
ALPHABET INC
+$475.5K
11,443
+20%
建仓
EVRG
EVERGY INC
+$474.0K
8,273
建仓
RF
REGIONS FINANCIAL CORP NEW
+$473.5K
22,972
增持
MET
METLIFE INC
+$471.7K
14,563
+86%
增持
PKX
POSCO HOLDINGS INC
+$470.3K
5,968
+103%
建仓
FMX
FOMENTO ECONOMICO MEXICANO S
+$469.5K
4,238
增持
MFC
MANULIFE FINL CORP
+$467.0K
46,683
+95%
