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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 55
增持 34
减持 48
清仓 13
方向
标的
Δ市值
现股数(环比)
建仓
IWD
ISHARES TR
+$4.6M
27,582
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$2.6M
3
-63%
减持
MSFT
MICROSOFT CORP
+$2.6M
47,419
-1%
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
AAPL
APPLE INC
+$2.6M
123,814
-0%
建仓
IDV
ISHARES TR
+$2.5M
89,236
建仓
—
NUSHARES ETF TR
+$2.4M
86,593
增持
JAAA
JANUS DETROIT STR TR
+$2.2M
61,529
+242%
建仓
HDV
ISHARES TR
+$2.2M
21,154
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.9M
43,608
+321%
建仓
IWM
ISHARES TR
+$1.9M
9,366
增持
MBB
ISHARES TR
+$1.9M
27,528
+240%
减持
PFE
PFIZER INC
-$1.7M
32,597
-59%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.3M
4,696
+135%
减持
TGT
TARGET CORP
-$1.3M
2,366
-84%
增持
IVV
ISHARES TR
+$1.3M
9,420
+25%
增持
JPM
JPMORGAN CHASE & CO
+$1.2M
45,155
+8%
增持
AMZN
AMAZON COM INC
+$1.2M
37,762
+6%
建仓
DVY
ISHARES TR
+$1.1M
9,447
减持
AVGO
BROADCOM INC
+$1.1M
5,379
-9%
增持
PM
PHILIP MORRIS INTL INC
+$1.0M
57,680
+22%
减持
—
EXXON MOBIL CORP
-$1.0M
27,772
-14%
减持
FIS
FIDELITY NATL INFORMATION SV
-$1.0M
32,957
-39%
增持
META
META PLATFORMS INC
+$940.9K
5,608
+61%
减持
CVX
CHEVRON CORP NEW
-$880.1K
34,574
-3%
减持
SCHW
SCHWAB CHARLES CORP
+$843.7K
67,927
-3%
增持
—
BLACKROCK INC
+$814.8K
4,710
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$791.3K
21,050
-11%
减持
GBIL
GOLDMAN SACHS ETF TR
-$778.3K
60,875
-11%
增持
GSST
GOLDMAN SACHS ETF TR
+$774.7K
29,480
+110%
增持
NVDA
NVIDIA CORPORATION
+$770.0K
12,521
+0%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$765.3K
0
-100%
建仓
BTT
BLACKROCK MUN TARGET TERM TR
+$744.7K
35,805
减持
NBXG
NEUBERGER BERMAN NEXT GENERA
-$717.6K
80,883
-47%
减持
D
DOMINION ENERGY INC
-$695.6K
19,757
-46%
建仓
IBTH
ISHARES TR
+$691.1K
30,868
建仓
JBBB
JANUS DETROIT STR TR
+$686.1K
14,308
建仓
IGIB
ISHARES TR
+$659.3K
12,678
建仓
IEFA
ISHARES TR
+$656.4K
9,331
建仓
IGSB
ISHARES TR
+$612.1K
11,937
减持
BTI
BRITISH AMERN TOB PLC
-$608.9K
10,377
-64%
建仓
NWS
NEWS CORP NEW
+$596.6K
23,196
建仓
PCAR
PACCAR INC
+$546.7K
5,598
建仓
—
EL PASO ENERGY CAP TR I
+$527.8K
11,205
清仓
SHY
ISHARES TR
-$511.6K
0
-100%
增持
NVO
NOVO-NORDISK A S
+$502.1K
15,964
+26%
增持
GOOG
ALPHABET INC
+$474.1K
14,329
+22%
减持
NSC
NORFOLK SOUTHN CORP
+$461.6K
12,399
-1%
增持
V
VISA INC
+$460.2K
3,205
+97%
建仓
—
RPT REALTY
+$408.8K
7,155
减持
ENB
ENBRIDGE INC
-$408.5K
15,437
-47%
减持
SNY
SANOFI
-$408.1K
18,677
-25%
增持
—
UBS GROUP AG
+$407.5K
26,127
+61%
增持
MS
MORGAN STANLEY
+$403.8K
8,417
+80%
减持
BCE
BCE INC
-$403.3K
11,687
-48%
减持
AMT
AMERICAN TOWER CORP NEW
+$396.2K
8,238
-2%
建仓
ACWX
ISHARES TR
+$393.8K
7,716
增持
ELV
ELEVANCE HEALTH INC
+$388.1K
4,587
+13%
建仓
IEUR
ISHARES TR
+$383.7K
6,975
建仓
AMAT
APPLIED MATLS INC
+$378.8K
2,337
建仓
RUSHA
RUSH ENTERPRISES INC
+$373.2K
7,419
建仓
STK
COLUMBIA SELIGM PREM TECH GR
+$372.9K
11,800
建仓
SU
SUNCOR ENERGY INC NEW
+$371.2K
11,586
建仓
IGLB
ISHARES TR
+$370.9K
7,039
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$367.9K
7,250
减持
SMFG
SUMITOMO MITSUI FINL GROUP I
-$366.4K
17,502
-68%
建仓
FQAL
FIDELITY COVINGTON TRUST
+$360.3K
6,630
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$353.0K
9,180
+33%
建仓
VST
VISTRA CORP
+$349.8K
9,081
减持
MCD
MCDONALDS CORP
+$349.5K
11,769
-1%
建仓
SF
STIFEL FINL CORP
+$347.7K
5,028
清仓
HAS
HASBRO INC
-$345.2K
0
-100%
减持
AXP
AMERICAN EXPRESS CO
+$342.8K
10,115
-3%
建仓
CBL
CBL & ASSOC PPTYS INC
+$339.0K
13,880
减持
JNJ
JOHNSON & JOHNSON
-$336.0K
27,464
-8%
增持
KR
KROGER CO
+$335.3K
11,737
+161%
增持
PKG
PACKAGING CORP AMER
+$332.5K
10,307
+18%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$326.7K
0
-100%
建仓
ALLY
ALLY FINL INC
+$323.0K
9,250
减持
—
FTAI AVIATION LTD
+$320.1K
40,651
-8%
清仓
CBRL
CRACKER BARREL OLD CTRY STOR
-$309.7K
0
-100%
减持
PLD
PROLOGIS INC.
+$309.3K
18,220
-4%
减持
FAST
FASTENAL CO
+$303.5K
36,605
-3%
建仓
QQQ
INVESCO QQQ TR
+$298.6K
729
减持
MO
ALTRIA GROUP INC
-$296.5K
40,986
-12%
建仓
GM
GENERAL MTRS CO
+$294.1K
8,187
增持
KLAC
KLA CORP
+$283.3K
1,617
+13%
建仓
—
CENOVUS ENERGY INC
+$281.6K
23,962
清仓
O
REALTY INCOME CORP
-$280.6K
0
-100%
清仓
COLB
COLUMBIA BKG SYS INC
-$273.9K
0
-100%
减持
CSCO
CISCO SYS INC
-$272.4K
71,128
-1%
建仓
PAXS
PIMCO ACCESS INCOME FUND
+$270.1K
18,886
清仓
BXP
BOSTON PROPERTIES INC
-$269.9K
0
-100%
建仓
BNY
BANK NEW YORK MELLON CORP
+$260.8K
5,011
增持
ACI
ALBERTSONS COS INC
+$259.8K
20,095
+126%
清仓
WELL
WELLTOWER INC
-$259.2K
0
-100%
减持
—
ACCENTURE PLC IRELAND
+$258.1K
7,809
-3%
减持
EFG
ISHARES TR
-$256.9K
4,501
-44%
增持
AIV
APARTMENT INVT & MGMT CO
+$256.9K
64,825
+163%
建仓
RCI
ROGERS COMMUNICATIONS INC
+$255.0K
5,447
增持
PEP
PEPSICO INC
+$254.3K
15,720
+10%
建仓
PAM
PAMPA ENERGIA S A
+$252.6K
5,101
建仓
MCK
MCKESSON CORP
+$251.9K
544
增持
IWF
ISHARES TR
+$245.6K
2,070
+44%
建仓
—
AERCAP HOLDINGS NV
+$245.6K
3,304
增持
MRK
MERCK & CO INC
+$245.2K
39,278
+0%
建仓
OEF
ISHARES TR
+$244.6K
1,095
建仓
RDNT
RADNET INC
+$243.4K
7,000
清仓
USMV
ISHARES TR
-$241.7K
0
-100%
建仓
—
GARMIN LTD
+$239.0K
1,859
减持
APD
AIR PRODS & CHEMS INC
-$238.4K
10,156
-5%
增持
MDLZ
MONDELEZ INTL INC
+$237.9K
24,278
+11%
减持
UNP
UNION PAC CORP
+$235.4K
6,987
-4%
建仓
SAP
SAP SE
+$233.7K
1,512
减持
MSI
MOTOROLA SOLUTIONS INC
+$232.8K
8,431
-5%
建仓
PSA
PUBLIC STORAGE
+$232.5K
762
建仓
PHG
KONINKLIJKE PHILIPS N V
+$230.2K
9,868
减持
SPGI
S&P GLOBAL INC
+$229.5K
3,561
-3%
建仓
EMB
ISHARES TR
+$224.3K
2,518
建仓
HPE
HEWLETT PACKARD ENTERPRISE C
+$223.3K
13,151
增持
VIV
TELEFONICA BRASIL SA
+$221.7K
48,434
+34%
减持
PGR
PROGRESSIVE CORP
+$221.6K
15,816
-4%
建仓
PBA
PEMBINA PIPELINE CORP
+$220.8K
6,416
建仓
EFA
ISHARES TR
+$220.3K
2,924
增持
COST
COSTCO WHSL CORP NEW
+$219.9K
1,087
+23%
增持
MELI
MERCADOLIBRE INC
+$215.7K
276
+60%
减持
TAK
TAKEDA PHARMACEUTICAL CO LTD
-$215.1K
12,613
-51%
减持
BWA
BORGWARNER INC
-$215.0K
6,806
-40%
建仓
NFLX
NETFLIX INC
+$213.7K
439
建仓
BBY
BEST BUY INC
+$210.9K
2,694
建仓
—
LOGITECH INTL S A
+$210.7K
2,217
清仓
CVS
CVS HEALTH CORP
-$209.9K
0
-100%
减持
—
MEDTRONIC PLC
-$209.8K
6,841
-31%
建仓
SPY
SPDR S&P 500 ETF TR
+$207.6K
437
建仓
OPY
OPPENHEIMER HLDGS INC
+$206.3K
4,993
减持
—
AMCOR PLC
-$204.0K
17,956
-56%
建仓
TLT
ISHARES TR
+$203.2K
2,055
增持
LLY
ELI LILLY & CO
+$202.8K
1,997
+12%
清仓
EVRG
EVERGY INC
-$201.7K
0
-100%
清仓
ARGX
ARGENX SE
-$201.6K
0
-100%
减持
ON
ON SEMICONDUCTOR CORP
-$200.7K
10,470
-9%
建仓
CVE
CENOVUS ENERGY INC
+$188.8K
11,341
减持
TRP
TC ENERGY CORP
-$185.3K
7,807
-45%
减持
QCOM
QUALCOMM INC
+$180.4K
6,313
-4%
增持
HD
HOME DEPOT INC
+$180.2K
2,386
+11%
减持
—
QIAGEN NV
-$178.4K
5,151
-48%
减持
PZZA
PAPA JOHNS INTL INC
-$177.7K
4,026
-43%
减持
—
UNILEVER PLC
-$177.6K
10,802
-24%
减持
HON
HONEYWELL INTL INC
+$176.1K
9,782
-4%
减持
INTU
INTUIT
+$175.0K
1,550
-0%
增持
SHEL
SHELL PLC
+$170.5K
7,706
+47%