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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 16
增持 60
减持 51
清仓 23
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
+$4.4M
116,625
-1%
增持
NVDA
NVIDIA CORPORATION
+$3.2M
110,189
+852%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$2.6M
54,279
+451%
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
VGSH
VANGUARD SCOTTSDALE FDS
+$2.4M
129,538
+48%
增持
PM
PHILIP MORRIS INTL INC
+$1.8M
66,738
+22%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.7M
24,437
+33%
增持
—
VIRTUS CONVERTIBLE & INC 202
+$1.6M
260,935
+224%
增持
AMZN
AMAZON COM INC
+$1.5M
45,734
+12%
增持
GOOG
ALPHABET INC
+$1.5M
23,266
+27%
建仓
CLIP
GLOBAL X FDS
+$1.3M
12,720
清仓
—
GLOBAL X FDS
-$1.2M
0
-100%
增持
GBIL
GOLDMAN SACHS ETF TR
+$1.2M
82,140
+17%
减持
MSFT
MICROSOFT CORP
+$957.5K
45,453
-1%
增持
META
META PLATFORMS INC
+$956.1K
9,025
+22%
增持
VZ
VERIZON COMMUNICATIONS INC
+$947.2K
118,191
+26%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$930.6K
106,919
+75%
增持
NVO
NOVO-NORDISK A S
+$877.7K
24,648
+20%
增持
ELV
ELEVANCE HEALTH INC
+$871.2K
7,443
+22%
减持
LOW
LOWES COS INC
-$858.6K
20,191
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$740.2K
44,791
-2%
增持
SF
STIFEL FINL CORP
+$712.1K
19,789
+62%
增持
SU
SUNCOR ENERGY INC NEW
+$671.5K
45,320
+59%
减持
AVGO
BROADCOM INC
+$670.0K
4,210
-8%
增持
NWS
NEWS CORP NEW
+$650.7K
63,871
+49%
减持
MRK
MERCK & CO INC
-$638.0K
36,953
-6%
增持
ACI
ALBERTSONS COS INC
+$637.7K
97,823
+62%
增持
CVE
CENOVUS ENERGY INC
+$625.3K
79,752
+69%
增持
V
VISA INC
+$610.6K
8,225
+48%
增持
GOOGL
ALPHABET INC
+$603.9K
11,845
+15%
建仓
—
AON PLC
+$597.7K
2,036
减持
SBUX
STARBUCKS CORP
-$596.4K
35,143
-4%
减持
—
FTAI AVIATION LTD
+$573.5K
24,971
-16%
增持
PHG
KONINKLIJKE PHILIPS N V
+$567.9K
44,020
+63%
增持
—
BNY MELLON ALCENTRA GLOBAL C
+$554.2K
90,273
+218%
减持
GSK
GSK PLC
-$551.9K
12,946
-47%
增持
CBL
CBL & ASSOC PPTYS INC
+$536.7K
55,244
+68%
清仓
—
PIONEER NAT RES CO
-$523.0K
0
-100%
增持
KR
KROGER CO
+$518.6K
39,715
+55%
减持
FAST
FASTENAL CO
-$516.5K
33,619
-1%
减持
—
LINDE PLC
-$515.0K
6,889
-10%
增持
HPQ
HP INC
+$511.9K
25,663
+100%
增持
AVB
AVALONBAY CMNTYS INC
+$495.6K
5,095
+69%
增持
ENVX
ENOVIX CORPORATION
+$486.6K
47,575
+36%
增持
VMBS
VANGUARD SCOTTSDALE FDS
+$473.9K
120,214
+10%
减持
NSC
NORFOLK SOUTHN CORP
-$466.1K
11,472
-0%
减持
MCD
MCDONALDS CORP
-$454.1K
11,444
-4%
增持
BNY
BANK NEW YORK MELLON CORP
+$452.2K
18,694
+61%
减持
—
ACCENTURE PLC IRELAND
-$449.9K
6,810
-6%
减持
JBBB
JANUS DETROIT STR TR
-$442.6K
18,851
-33%
增持
OPY
OPPENHEIMER HLDGS INC
+$441.8K
19,850
+56%
减持
TXN
TEXAS INSTRS INC
-$441.4K
23,357
-18%
增持
PEP
PEPSICO INC
+$440.2K
21,717
+21%
增持
AIV
APARTMENT INVT & MGMT CO
+$438.1K
163,663
+46%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$434.1K
24,297
+8%
增持
MS
MORGAN STANLEY
+$431.6K
18,374
+28%
减持
—
EATON CORP PLC
-$430.5K
7,487
-16%
增持
BABA
ALIBABA GROUP HLDG LTD
+$417.9K
13,620
+75%
减持
JAAA
JANUS DETROIT STR TR
-$413.3K
107,706
-7%
增持
UNH
UNITEDHEALTH GROUP INC
+$409.7K
9,215
+6%
增持
—
EL PASO ENERGY CAP TR I
+$404.1K
28,541
+45%
清仓
—
STERICYCLE INC
-$402.5K
0
-100%
减持
PLD
PROLOGIS INC.
-$400.6K
16,374
-5%
增持
—
AERCAP HOLDINGS NV
+$400.4K
11,269
+51%
建仓
VMI
VALMONT INDS INC
+$399.1K
1,454
减持
JNJ
JOHNSON & JOHNSON
-$387.6K
28,052
-1%
增持
BDX
BECTON DICKINSON & CO
+$376.5K
5,161
+54%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$372.7K
7,272
-50%
增持
PKG
PACKAGING CORP AMER
+$372.5K
15,278
+20%
清仓
RVNU
DBX ETF TR
-$369.3K
0
-100%
增持
GM
GENERAL MTRS CO
+$362.5K
23,358
+47%
增持
MCK
MCKESSON CORP
+$352.1K
1,591
+48%
减持
ABBV
ABBVIE INC
-$348.2K
15,949
-6%
减持
NOC
NORTHROP GRUMMAN CORP
-$347.0K
5,927
-3%
增持
SCHW
SCHWAB CHARLES CORP
+$338.3K
72,420
+5%
增持
DTF
DTF TAX-FREE INCOME 2028 TER
+$334.7K
58,502
+105%
减持
VST
VISTRA CORP
-$315.6K
8,249
-44%
减持
MA
MASTERCARD INCORPORATED
-$314.8K
4,720
-5%
减持
HD
HOME DEPOT INC
-$314.7K
1,651
-28%
增持
IVW
ISHARES TR
+$309.1K
9,089
+44%
清仓
VIV
TELEFONICA BRASIL SA
-$298.8K
0
-100%
清仓
CBRL
CRACKER BARREL OLD CTRY STOR
-$297.6K
0
-100%
减持
ABT
ABBOTT LABS
-$297.1K
18,671
-5%
减持
UPS
UNITED PARCEL SERVICE INC
-$293.6K
15,499
-5%
清仓
—
PARAMOUNT GLOBAL
-$292.5K
0
-100%
建仓
IEMG
ISHARES INC
+$286.6K
5,355
减持
CSCO
CISCO SYS INC
-$283.3K
63,662
-4%
减持
IBTH
ISHARES TR
-$277.8K
62,274
-16%
建仓
—
PARAMOUNT GLOBAL
+$271.8K
26,162
增持
APD
AIR PRODS & CHEMS INC
+$265.3K
11,761
+3%
减持
IUSB
ISHARES TR
-$263.1K
17,067
-25%
清仓
NKE
NIKE INC
-$246.3K
0
-100%
减持
CCI
CROWN CASTLE INC
-$245.6K
16,450
-6%
清仓
FMX
FOMENTO ECONOMICO MEXICANO S
-$243.2K
0
-100%
减持
UNP
UNION PAC CORP
-$238.1K
5,817
-8%
增持
PYPL
PAYPAL HLDGS INC
+$236.0K
16,422
+53%
清仓
CVS
CVS HEALTH CORP
-$231.3K
0
-100%
建仓
DDEC
FIRST TR EXCHNG TRADED FD VI
+$231.1K
6,000
建仓
—
WESTROCK CO
+$230.6K
4,588
清仓
NTR
NUTRIEN LTD
-$229.8K
0
-100%
减持
DIS
DISNEY WALT CO
-$228.9K
3,156
-29%
清仓
EMB
ISHARES TR
-$226.4K
0
-100%
增持
INDA
ISHARES TR
+$224.1K
7,625
+96%
清仓
TFLO
ISHARES TR
-$224.1K
0
-100%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$221.6K
0
-100%
建仓
—
LOGITECH INTL S A
+$219.7K
2,268
清仓
KOF
COCA-COLA FEMSA SAB DE CV
-$217.1K
0
-100%
清仓
WEN
WENDYS CO
-$215.3K
0
-100%
建仓
TME
TENCENT MUSIC ENTMT GROUP
+$213.9K
15,222
清仓
RCI
ROGERS COMMUNICATIONS INC
-$213.4K
0
-100%
建仓
INFY
INFOSYS LTD
+$212.7K
11,422
清仓
SHW
SHERWIN WILLIAMS CO
-$208.4K
0
-100%
建仓
JPEM
J P MORGAN EXCHANGE TRADED F
+$208.3K
3,852
清仓
PBR/A
PETROLEO BRASILEIRO SA PETRO
-$207.3K
0
-100%
增持
—
KIMCO RLTY CORP
+$204.4K
20,090
+27%
减持
HON
HONEYWELL INTL INC
-$201.3K
7,848
-14%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$200.9K
20,003
+59%
建仓
FTEC
FIDELITY COVINGTON TRUST
+$200.5K
1,169
建仓
BVN
COMPANIA DE MINAS BUENAVENTU
+$197.3K
11,639
清仓
COLB
COLUMBIA BKG SYS INC
-$196.2K
0
-100%
减持
LLY
ELI LILLY & CO
+$193.6K
1,846
-3%
清仓
VIPS
VIPSHOP HLDGS LTD
-$188.7K
0
-100%
减持
EFV
ISHARES TR
-$185.3K
4,303
-43%
减持
GSST
GOLDMAN SACHS ETF TR
-$184.7K
34,518
-10%
增持
KB
KB FINL GROUP INC
+$184.1K
8,021
+55%
增持
MPC
MARATHON PETE CORP
-$182.5K
6,518
+0%
建仓
PAA
PLAINS ALL AMERN PIPELINE L
+$180.2K
10,092
减持
INTC
INTEL CORP
-$175.5K
8,770
-13%
增持
EFG
ISHARES TR
+$174.5K
5,508
+47%
建仓
AEG
AEGON LTD
+$174.5K
28,459
减持
—
TOTALENERGIES SE
-$168.4K
18,902
-9%
增持
—
EXXON MOBIL CORP
+$168.2K
34,983
+5%
减持
MDLZ
MONDELEZ INTL INC
-$167.3K
21,855
-4%
减持
WMT
WALMART INC
+$161.5K
40,213
-6%
减持
CRL
CHARLES RIV LABS INTL INC
-$159.4K
2,367
-1%
减持
NGG
NATIONAL GRID PLC
-$152.6K
10,661
-4%
减持
—
MEDTRONIC PLC
-$150.5K
6,642
-14%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$149.3K
5,216
-5%
增持
SONY
SONY GROUP CORP
+$148.3K
4,497
+65%
增持
MAR
MARRIOTT INTL INC NEW
+$147.6K
1,866
+55%
增持
MBB
ISHARES TR
+$147.1K
11,031
+18%
减持
CVX
CHEVRON CORP NEW
-$146.9K
31,986
-2%
减持
TRV
TRAVELERS COMPANIES INC
-$146.1K
2,911
-9%
建仓
—
AVADEL PHARMACEUTICALS PLC
+$145.9K
10,379
清仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$145.5K
0
-100%
增持
CRM
SALESFORCE INC
+$144.0K
1,696
+75%
减持
—
ISHARES TR
-$143.4K
12,488
-32%
增持
COST
COSTCO WHSL CORP NEW
+$143.3K
1,092
+2%
清仓
VKQ
INVESCO MUNICIPAL TRUST
-$142.7K
0
-100%
减持
NEE
NEXTERA ENERGY INC
+$142.0K
30,694
-3%
减持
C
CITIGROUP INC
+$140.3K
7,602
-3%