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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 5
减持 141
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$13.7M
124,337
-35%
减持
MSFT
MICROSOFT CORP
-$10.2M
47,700
-38%
减持
TXN
TEXAS INSTRS INC
-$6.0M
32,509
-51%
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。
减持
LOW
LOWES COS INC
-$5.9M
23,519
-51%
减持
AVGO
BROADCOM INC
-$5.4M
5,931
-49%
减持
SCHW
SCHWAB CHARLES CORP
-$5.2M
69,757
-50%
减持
JNJ
JOHNSON & JOHNSON
-$4.5M
29,795
-45%
减持
PM
PHILIP MORRIS INTL INC
-$4.5M
47,307
-49%
减持
CVX
CHEVRON CORP NEW
-$4.5M
35,803
-46%
减持
CMCSA
COMCAST CORP NEW
-$4.2M
103,211
-47%
减持
UPS
UNITED PARCEL SERVICE INC
-$3.9M
18,164
-51%
减持
IVV
ISHARES TR
-$3.7M
7,517
-52%
减持
UNH
UNITEDHEALTH GROUP INC
-$3.6M
8,520
-46%
减持
MRK
MERCK & CO INC
-$3.5M
39,212
-46%
减持
JPM
JPMORGAN CHASE & CO
-$3.5M
41,792
-29%
减持
FIS
FIDELITY NATL INFORMATION SV
-$3.5M
53,937
-51%
减持
CSCO
CISCO SYS INC
-$3.3M
71,908
-48%
减持
SBUX
STARBUCKS CORP
-$3.1M
30,097
-49%
减持
APD
AIR PRODS & CHEMS INC
-$3.1M
10,653
-51%
减持
—
LINDE PLC
-$3.1M
8,550
-49%
减持
—
BLACKROCK INC
-$3.0M
4,654
-45%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$3.0M
23,691
-26%
减持
PAYX
PAYCHEX INC
-$2.9M
21,436
-51%
减持
DEO
DIAGEO PLC
-$2.9M
14,733
-50%
减持
—
EATON CORP PLC
-$2.8M
11,760
-52%
减持
NEE
NEXTERA ENERGY INC
-$2.7M
33,179
-50%
减持
—
ACCENTURE PLC IRELAND
-$2.6M
8,082
-51%
清仓
PSX
PHILLIPS 66
-$2.6M
0
-100%
减持
MSI
MOTOROLA SOLUTIONS INC
-$2.6M
8,841
-51%
减持
PFE
PFIZER INC
-$2.6M
80,439
-46%
减持
ABBV
ABBVIE INC
-$2.4M
18,539
-47%
减持
WEC
WEC ENERGY GROUP INC
-$2.4M
24,540
-51%
减持
PLD
PROLOGIS INC.
-$2.3M
18,888
-47%
减持
FAST
FASTENAL CO
-$2.3M
37,836
-51%
减持
WMT
WALMART INC
-$2.2M
15,908
-47%
减持
TGT
TARGET CORP
-$2.2M
14,832
-49%
减持
MA
MASTERCARD INCORPORATED
-$2.2M
5,612
-50%
减持
CCI
CROWN CASTLE INC
-$2.2M
19,976
-48%
减持
PGR
PROGRESSIVE CORP
-$2.0M
16,494
-52%
减持
UNP
UNION PAC CORP
-$2.0M
7,272
-52%
减持
D
DOMINION ENERGY INC
-$2.0M
36,360
-50%
减持
TJX
TJX COS INC NEW
-$2.0M
23,190
-51%
减持
MRSH
MARSH & MCLENNAN COS INC
-$2.0M
10,077
-51%
减持
—
TRANE TECHNOLOGIES PLC
-$2.0M
8,355
-53%
减持
MO
ALTRIA GROUP INC
-$1.9M
46,370
-47%
减持
MCD
MCDONALDS CORP
-$1.9M
11,920
-32%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.9M
78,181
-42%
减持
AXP
AMERICAN EXPRESS CO
-$1.9M
10,404
-50%
减持
PEP
PEPSICO INC
-$1.8M
14,256
-38%
减持
HON
HONEYWELL INTL INC
-$1.8M
10,151
-47%
减持
CINF
CINCINNATI FINL CORP
-$1.7M
14,690
-50%
减持
NVS
NOVARTIS AG
-$1.7M
15,742
-51%
减持
MDLZ
MONDELEZ INTL INC
-$1.7M
21,910
-49%
减持
ABT
ABBOTT LABS
-$1.7M
17,506
-44%
减持
ZTS
ZOETIS INC
-$1.6M
8,702
-50%
减持
ELV
ELEVANCE HEALTH INC
-$1.5M
4,077
-43%
减持
SPGI
S&P GLOBAL INC
-$1.5M
3,665
-50%
建仓
AMT
AMERICAN TOWER CORP NEW
+$1.4M
8,405
减持
—
TOTALENERGIES SE
-$1.4M
22,815
-52%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$1.3M
11,226
-57%
减持
NSC
NORFOLK SOUTHN CORP
-$1.3M
12,539
-25%
减持
ON
ON SEMICONDUCTOR CORP
-$1.3M
11,568
-50%
减持
SNY
SANOFI
-$1.3M
24,923
-51%
减持
IUSB
ISHARES TR
-$1.2M
22,696
-53%
减持
BTI
BRITISH AMERN TOB PLC
-$1.1M
29,063
-54%
减持
—
ASTRAZENECA PLC
-$1.1M
9,844
-61%
减持
ADI
ANALOG DEVICES INC
-$1.1M
5,364
-50%
减持
—
EXXON MOBIL CORP
-$1.0M
32,369
-28%
清仓
—
BLACK KNIGHT INC
-$1.0M
0
-100%
减持
—
COCA-COLA EUROPACIFIC PARTNE
-$1.0M
14,764
-52%
减持
QUAL
ISHARES TR
-$1.0M
6,423
-53%
减持
EFV
ISHARES TR
-$987.3K
17,259
-53%
减持
DFAI
DIMENSIONAL ETF TRUST
-$981.7K
34,288
-50%
减持
ENB
ENBRIDGE INC
-$954.0K
28,965
-46%
减持
EFG
ISHARES TR
-$930.8K
8,028
-54%
减持
DWX
SPDR INDEX SHS FDS
-$925.7K
34,524
-42%
建仓
JAAA
JANUS DETROIT STR TR
+$905.1K
17,984
减持
NOC
NORTHROP GRUMMAN CORP
-$880.4K
2,001
-50%
减持
PKG
PACKAGING CORP AMER
-$865.4K
8,770
-39%
减持
QSR
RESTAURANT BRANDS INTL INC
-$865.2K
10,003
-52%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$859.8K
6,376
-48%
减持
MPWR
MONOLITHIC PWR SYS INC
-$852.5K
1,377
-50%
减持
—
MEDTRONIC PLC
-$851.6K
9,870
-49%
减持
GATX
GATX CORP
-$840.0K
6,186
-51%
减持
CBRE
CBRE GROUP INC
-$801.0K
8,286
-51%
减持
BAC
BANK AMERICA CORP
-$800.6K
44,291
-31%
减持
ALB
ALBEMARLE CORP
-$794.8K
3,751
-48%
减持
—
UNILEVER PLC
-$784.6K
14,196
-50%
减持
AOS
SMITH A O CORP
-$778.5K
9,716
-50%
减持
CF
CF INDS HLDGS INC
-$772.0K
11,181
-48%
减持
HLI
HOULIHAN LOKEY INC
-$757.8K
7,459
-52%
减持
DIOD
DIODES INC
-$741.5K
7,300
-52%
减持
—
HOLOGIC INC
-$737.8K
8,836
-50%
减持
KLAC
KLA CORP
-$732.8K
1,432
-49%
减持
CNMD
CONMED CORP
-$717.7K
5,272
-52%
建仓
GSST
GOLDMAN SACHS ETF TR
+$699.6K
14,009
减持
FTS
FORTIS INC
-$698.0K
7,232
-70%
减持
BOX
BOX INC
-$693.8K
18,422
-51%
减持
SNA
SNAP ON INC
-$692.5K
2,346
-51%
减持
DHI
D R HORTON INC
-$684.5K
4,640
-51%
减持
RJF
RAYMOND JAMES FINL INC
-$672.7K
5,747
-50%
减持
RTX
RTX CORPORATION
-$672.3K
8,086
-45%
减持
BCE
BCE INC
-$670.9K
22,605
-38%
减持
NGG
NATIONAL GRID PLC
-$662.1K
10,340
-50%
减持
HXL
HEXCEL CORP NEW
-$639.9K
8,861
-50%
减持
RGA
REINSURANCE GRP OF AMERICA I
-$634.4K
4,563
-51%
减持
AROC
ARCHROCK INC
-$631.6K
47,025
-51%
减持
AMZN
AMAZON COM INC
-$623.1K
35,700
-3%
减持
TDY
TELEDYNE TECHNOLOGIES INC
-$615.5K
1,759
-50%
减持
PZZA
PAPA JOHNS INTL INC
-$610.3K
7,104
-47%
减持
DRI
DARDEN RESTAURANTS INC
-$598.8K
3,277
-50%
减持
T
AT&T INC
-$598.5K
14,169
-76%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$595.9K
10,346
减持
WWD
WOODWARD INC
-$593.1K
4,584
-50%
减持
ESGU
ISHARES TR
-$576.3K
4,765
-54%
减持
ARW
ARROW ELECTRS INC
-$569.9K
4,435
-50%
减持
ANSS
ANSYS INC
-$566.6K
1,792
-50%
减持
R
RYDER SYS INC
-$563.3K
5,750
-51%
减持
GDX
VANECK ETF TRUST
-$561.9K
62,080
-18%
减持
AEP
AMERICAN ELEC PWR CO INC
-$552.2K
5,901
-52%
减持
MOG/A
MOOG INC
-$551.8K
4,804
-50%
减持
TRP
TC ENERGY CORP
-$550.5K
14,234
-51%
减持
FORM
FORMFACTOR INC
-$529.8K
15,483
-51%
减持
CBRL
CRACKER BARREL OLD CTRY STOR
-$523.4K
4,609
-50%
减持
CRUS
CIRRUS LOGIC INC
-$517.1K
5,682
-50%
减持
IRM
IRON MTN INC DEL
-$515.9K
8,000
-51%
减持
KOF
COCA-COLA FEMSA SAB DE CV
-$513.4K
5,819
-51%
减持
BWA
BORGWARNER INC
-$513.2K
11,368
-50%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$511.2K
6,924
-40%
减持
SBAC
SBA COMMUNICATIONS CORP NEW
-$509.1K
2,192
-48%
减持
—
QIAGEN NV
-$507.0K
9,929
-50%
减持
CRL
CHARLES RIV LABS INTL INC
-$499.4K
2,608
-47%
减持
DUK
DUKE ENERGY CORP NEW
-$497.1K
5,480
-50%
减持
WBS
WEBSTER FINL CORP
-$495.8K
9,595
-50%
清仓
AMX
AMERICA MOVIL SAB DE CV
-$493.6K
0
-100%
减持
ORANY
ORANGE
-$492.4K
21,780
-68%
减持
RSG
REPUBLIC SVCS INC
-$490.1K
3,177
-50%
减持
SHY
ISHARES TR
-$489.9K
6,318
-49%
减持
GBIL
GOLDMAN SACHS ETF TR
-$489.1K
68,425
-7%
减持
MFC
MANULIFE FINL CORP
-$485.0K
23,009
-51%
减持
SMFG
SUMITOMO MITSUI FINL GROUP I
-$475.5K
54,395
-51%
减持
HII
HUNTINGTON INGALLS INDS INC
-$474.8K
1,908
-50%
减持
FCFS
FIRSTCASH HOLDINGS INC
-$474.4K
4,637
-51%
减持
RY
ROYAL BK CDA
-$466.7K
4,932
-47%
建仓
—
ISHARES TR
+$464.6K
19,488
减持
SON
SONOCO PRODS CO
-$455.9K
7,497
-50%
清仓
PAM
PAMPA ENERGIA S A
-$453.6K
0
-100%
减持
MET
METLIFE INC
-$449.8K
7,558
-48%
减持
MYGN
MYRIAD GENETICS INC
-$443.8K
19,687
-50%
减持
—
AMCOR PLC
-$439.4K
41,163
-50%