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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 19
增持 59
减持 43
清仓 29
方向
标的
Δ市值
现股数(环比)
清仓
—
BLACKROCK INC
-$3.9M
0
-100%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$3.8M
114,563
+111%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.8M
175,566
+36%
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
—
SMURFIT WESTROCK PLC
+$2.7M
55,583
增持
META
META PLATFORMS INC
+$2.7M
12,592
+40%
建仓
GNMA
ISHARES TR
+$2.6M
58,611
清仓
—
VIRTUS CONVERTIBLE & INC 202
-$2.4M
0
-100%
减持
AAPL
APPLE INC
+$2.2M
115,016
-1%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.1M
26,077
+7%
增持
AMZN
AMAZON COM INC
+$1.7M
56,817
+24%
增持
V
VISA INC
+$1.7M
14,026
+71%
增持
KR
KROGER CO
+$1.5M
61,237
+54%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.4M
22,557
+66%
增持
PM
PHILIP MORRIS INTL INC
+$1.4M
66,865
+0%
增持
—
BNY MELLON ALCENTRA GLOBAL C
+$1.2M
219,353
+143%
增持
CBL
CBL & ASSOC PPTYS INC
+$1.2M
97,882
+77%
减持
MRK
MERCK & CO INC
-$1.2M
29,952
-19%
增持
SF
STIFEL FINL CORP
+$1.2M
30,032
+52%
增持
PHG
KONINKLIJKE PHILIPS N V
+$1.1M
66,985
+52%
增持
JAAA
JANUS DETROIT STR TR
+$1.1M
128,569
+19%
增持
GOOG
ALPHABET INC
+$1.1M
31,833
+37%
减持
CVX
CHEVRON CORP NEW
-$1.0M
26,870
-16%
建仓
VTEC
VANGUARD CALIF TAX FREE FDS
+$1.0M
10,283
建仓
—
TE CONNECTIVITY PLC
+$1.0M
6,889
增持
ACI
ALBERTSONS COS INC
+$1.0M
160,238
+64%
增持
PEP
PEPSICO INC
+$986.6K
26,865
+24%
增持
PKG
PACKAGING CORP AMER
+$983.5K
17,515
+15%
建仓
APH
AMPHENOL CORP NEW
+$967.6K
14,849
增持
—
EL PASO ENERGY CAP TR I
+$957.7K
47,851
+68%
增持
PYPL
PAYPAL HLDGS INC
+$947.8K
24,360
+48%
清仓
JBBB
JANUS DETROIT STR TR
-$927.1K
0
-100%
增持
SU
SUNCOR ENERGY INC NEW
+$904.5K
71,267
+57%
减持
NVDA
NVIDIA CORPORATION
-$882.1K
104,830
-5%
增持
NWS
NEWS CORP NEW
+$843.0K
95,038
+49%
减持
MSFT
MICROSOFT CORP
-$839.1K
45,262
-0%
增持
ELV
ELEVANCE HEALTH INC
+$822.9K
9,338
+25%
建仓
—
INVESCO HIGH INCOME 2024 TAR
+$796.8K
104,839
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$755.6K
137,663
+29%
增持
GSST
GOLDMAN SACHS ETF TR
+$750.7K
49,154
+42%
增持
HPQ
HP INC
+$727.8K
45,345
+77%
增持
AIV
APARTMENT INVT & MGMT CO
+$726.5K
230,445
+41%
增持
UNH
UNITEDHEALTH GROUP INC
+$709.3K
9,240
+0%
减持
—
FTAI AVIATION LTD
-$703.6K
14,102
-44%
增持
BDX
BECTON DICKINSON & CO
+$679.4K
7,821
+52%
增持
MS
MORGAN STANLEY
+$678.0K
23,635
+29%
增持
VST
VISTRA CORP
+$672.4K
11,656
+41%
增持
JPM
JPMORGAN CHASE & CO.
+$658.9K
46,090
+3%
增持
PCAR
PACCAR INC
+$633.0K
19,261
+56%
减持
—
EXXON MOBIL CORP
-$632.9K
28,956
-17%
增持
CVE
CENOVUS ENERGY INC
+$605.9K
129,933
+63%
增持
CMCSA
COMCAST CORP NEW
+$580.3K
134,950
+5%
增持
—
KIMCO RLTY CORP
+$563.9K
27,040
+35%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$546.9K
104,020
-13%
增持
AVGO
BROADCOM INC
-$535.0K
36,086
+757%
增持
—
AERCAP HOLDINGS NV
+$530.9K
16,693
+48%
减持
IBTH
ISHARES TR
-$513.9K
38,028
-39%
增持
GDX
VANECK ETF TRUST
+$496.8K
52,573
+12%
增持
DTF
DTF TAX-FREE INCOME 2028 TER
+$496.3K
100,933
+73%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$491.2K
27,285
+12%
减持
TXN
TEXAS INSTRS INC
-$477.7K
19,683
-16%
增持
GM
GENERAL MTRS CO
+$468.2K
34,644
+48%
减持
MBB
ISHARES TR
-$464.8K
5,720
-48%
增持
—
AON PLC
+$462.7K
3,065
+51%
增持
EMBJ
EMBRAER S.A.
+$462.6K
35,126
+16%
减持
AVB
AVALONBAY CMNTYS INC
-$447.4K
2,694
-47%
清仓
SPR
SPIRIT AEROSYSTEMS HLDGS INC
-$444.5K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$426.5K
12,429
-20%
建仓
MIDD
MIDDLEBY CORP
+$423.9K
3,047
减持
MCD
MCDONALDS CORP
+$419.6K
10,956
-4%
建仓
WEX
WEX INC
+$403.7K
1,925
增持
OPY
OPPENHEIMER HLDGS INC
+$399.9K
26,405
+33%
增持
RUSHA
RUSH ENTERPRISES INC
+$371.3K
24,887
+10%
建仓
GDXJ
VANECK ETF TRUST
+$368.5K
7,550
清仓
CI
THE CIGNA GROUP
-$326.6K
0
-100%
清仓
EDU
NEW ORIENTAL ED & TECHNOLOGY
-$325.8K
0
-100%
减持
HON
HONEYWELL INTL INC
-$322.4K
6,548
-17%
减持
MSI
MOTOROLA SOLUTIONS INC
-$319.9K
5,622
-24%
增持
SONY
SONY GROUP CORP
+$316.7K
7,235
+61%
增持
MAR
MARRIOTT INTL INC NEW
+$311.1K
3,066
+64%
建仓
—
EPR PPTYS
+$303.1K
9,894
清仓
—
ISHARES TR
-$299.5K
0
-100%
减持
NBXG
NEUBERGER BERMAN NEXT GENERA
-$298.3K
115,056
-16%
清仓
IEMG
ISHARES INC
-$286.6K
0
-100%
增持
MCK
MCKESSON CORP
+$283.1K
2,452
+54%
增持
KB
KB FINL GROUP INC
+$277.7K
11,851
+48%
清仓
—
TSAKOS ENERGY NAVIGATION LTD
-$274.8K
0
-100%
清仓
—
PARAMOUNT GLOBAL
-$271.8K
0
-100%
清仓
INTC
INTEL CORP
-$271.6K
0
-100%
清仓
BA
BOEING CO
-$265.4K
0
-100%
减持
—
LINDE PLC
-$260.2K
5,793
-16%
减持
—
EATON CORP PLC
-$257.3K
6,306
-16%
增持
ENVX
ENOVIX CORPORATION
-$256.6K
51,275
+8%
清仓
STM
STMICROELECTRONICS N V
-$254.9K
0
-100%
减持
GOOGL
ALPHABET INC
-$253.3K
11,482
-3%
建仓
AVEM
AMERICAN CENTY ETF TR
+$251.8K
3,898
清仓
ADBE
ADOBE INC
-$247.2K
0
-100%
增持
MELI
MERCADOLIBRE INC
+$241.4K
430
+10%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$237.8K
859
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$237.1K
0
-100%
建仓
FOUR
SHIFT4 PMTS INC
+$236.5K
2,669
减持
IVW
ISHARES TR
-$236.4K
6,315
-31%
减持
FIS
FIDELITY NATL INFORMATION SV
-$236.4K
26,658
-19%
减持
—
TOTALENERGIES SE
-$235.2K
15,865
-16%
清仓
—
NXP SEMICONDUCTORS N V
-$232.6K
0
-100%
清仓
DDEC
FIRST TR EXCHNG TRADED FD VI
-$231.1K
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$230.9K
605
清仓
—
WESTROCK CO
-$230.6K
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$228.7K
9,425
-20%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$228.0K
1,920
清仓
MTN
VAIL RESORTS INC
-$226.8K
0
-100%
减持
ARCC
ARES CAPITAL CORP
-$222.0K
61,254
-15%
清仓
—
LOGITECH INTL S A
-$219.7K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$219.5K
5,381
+46%
清仓
EMXC
ISHARES INC
-$214.8K
0
-100%
减持
DEO
DIAGEO PLC
+$210.7K
17,562
-2%
减持
PFE
PFIZER INC
-$210.4K
29,151
-23%
减持
VZ
VERIZON COMMUNICATIONS INC
+$209.9K
113,208
-4%
建仓
QFIN
QIFU TECHNOLOGY INC
+$209.6K
7,032
清仓
CX
CEMEX SAB DE CV
-$208.8K
0
-100%
清仓
JPEM
J P MORGAN EXCHANGE TRADED F
-$208.3K
0
-100%
清仓
STWD
STARWOOD PPTY TR INC
-$207.5K
0
-100%
清仓
SKM
SK TELECOM LTD
-$207.2K
0
-100%
建仓
NKE
NIKE INC
+$203.7K
2,304
建仓
FLJP
FRANKLIN TEMPLETON ETF TR
+$203.6K
6,693
清仓
BBY
BEST BUY INC
-$202.2K
0
-100%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$200.5K
0
-100%
增持
CAT
CATERPILLAR INC
+$200.2K
2,440
+8%
减持
CSCO
CISCO SYS INC
-$197.6K
53,120
-17%
清仓
BVN
COMPANIA DE MINAS BUENAVENTU
-$197.3K
0
-100%
增持
—
UBS GROUP AG
+$196.9K
36,047
+16%
减持
RING
ISHARES INC
+$194.8K
39,595
-2%
增持
EFV
ISHARES TR
+$194.4K
7,346
+71%
建仓
BCS
BARCLAYS PLC
+$193.2K
15,902
减持
FORM
FORMFACTOR INC
-$189.4K
6,808
-18%
减持
DIOD
DIODES INC
-$183.4K
3,380
-39%
增持
SCHW
SCHWAB CHARLES CORP
-$183.2K
79,517
+10%
清仓
PBR
PETROLEO BRASILEIRO SA PETRO
-$183.0K
0
-100%
减持
QUAL
ISHARES TR
-$177.2K
2,965
-29%
减持
LOW
LOWES COS INC
+$174.9K
17,081
-15%
减持
BNY
BANK NEW YORK MELLON CORP
+$171.5K
17,967
-4%
减持
TJX
TJX COS INC NEW
-$170.0K
14,526
-15%
减持
FQAL
FIDELITY COVINGTON TRUST
-$169.1K
7,299
-30%
减持
DYNF
BLACKROCK ETF TRUST
-$168.1K
9,924
-29%
减持
DELL
DELL TECHNOLOGIES INC
-$167.5K
3,460
-17%
减持
C
CITIGROUP INC
-$167.4K
5,032
-34%
减持
ADI
ANALOG DEVICES INC
-$163.3K
3,363
-18%
增持
ORCL
ORACLE CORP
+$162.8K
4,620
+4%
减持
MRSH
MARSH & MCLENNAN COS INC
-$161.9K
7,583
-14%
增持
INFY
INFOSYS LTD
+$154.9K
16,507
+45%
减持
D
DOMINION ENERGY INC
-$148.0K
24,962
-23%