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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 50
减持 59
清仓 21
方向
标的
Δ市值
现股数(环比)
建仓
BLK
BLACKROCK INC
+$4.2M
4,082
增持
JPM
JPMORGAN CHASE & CO.
+$3.3M
54,315
+18%
减持
GSST
GOLDMAN SACHS ETF TR
-$2.2M
5,444
-89%
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
AAPL
APPLE INC
+$2.1M
115,347
+0%
增持
AMZN
AMAZON COM INC
+$2.0M
57,483
+1%
清仓
—
BNY MELLON ALCENTRA GLOBAL C
-$2.0M
0
-100%
清仓
—
KIMCO RLTY CORP
-$1.7M
0
-100%
增持
DTF
DTF TAX-FREE INCOME 2028 TER
+$1.7M
248,947
+147%
建仓
EDV
VANGUARD WORLD FD
+$1.6M
24,206
减持
PKG
PACKAGING CORP AMER
-$1.6M
9,628
-45%
增持
CLIP
GLOBAL X FDS
+$1.4M
25,000
+122%
增持
—
SMURFIT WESTROCK PLC
+$1.4M
76,152
+37%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.3M
141,662
+24%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.2M
157,612
-10%
增持
SCHW
SCHWAB CHARLES CORP
+$1.2M
85,310
+7%
建仓
SCHR
SCHWAB STRATEGIC TR
+$1.1M
45,374
建仓
VTEB
VANGUARD MUN BD FDS
+$1.1M
21,667
减持
NVDA
NVIDIA CORPORATION
+$1.1M
102,854
-2%
清仓
VTEC
VANGUARD CALIF TAX FREE FDS
-$1.0M
0
-100%
增持
GOOG
ALPHABET INC
+$1.0M
33,409
+5%
增持
CBL
CBL & ASSOC PPTYS INC
+$1.0M
118,583
+21%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$949.7K
28,803
+6%
清仓
IBTH
ISHARES TR
-$860.8K
0
-100%
减持
GBIL
GOLDMAN SACHS ETF TR
-$851.3K
72,382
-10%
减持
MRK
MERCK & CO INC
-$836.7K
25,781
-14%
增持
V
VISA INC
+$828.8K
14,825
+6%
减持
AVGO
BROADCOM INC
+$798.0K
30,292
-16%
清仓
—
INVESCO HIGH INCOME 2024 TAR
-$796.8K
0
-100%
清仓
KB
KB FINL GROUP INC
-$731.8K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$728.4K
108,922
-4%
减持
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$722.0K
3
-25%
减持
DWX
SPDR INDEX SHS FDS
-$679.3K
12,714
-57%
减持
VST
VISTRA CORP
-$663.1K
5,212
-55%
减持
RUSHA
RUSH ENTERPRISES INC
-$663.0K
11,896
-52%
增持
KR
KROGER CO
+$655.1K
68,094
+11%
增持
ET
ENERGY TRANSFER L P
+$620.1K
169,256
+1%
减持
JNJ
JOHNSON & JOHNSON
-$580.2K
25,309
-3%
清仓
BCE
BCE INC
-$574.6K
0
-100%
增持
—
TE CONNECTIVITY PLC
+$547.2K
11,103
+61%
减持
TXN
TEXAS INSTRS INC
-$517.7K
18,923
-4%
增持
T
AT&T INC
+$513.3K
43,028
+103%
增持
SF
STIFEL FINL CORP
+$512.7K
31,417
+5%
增持
ACI
ALBERTSONS COS INC
+$509.4K
176,713
+10%
增持
ELV
ELEVANCE HEALTH INC
-$503.9K
11,797
+26%
减持
JAAA
JANUS DETROIT STR TR
-$502.3K
119,094
-7%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$498.4K
27,578
+6%
减持
BABA
ALIBABA GROUP HLDG LTD
-$494.6K
22,398
-1%
减持
LOW
LOWES COS INC
-$489.3K
16,763
-2%
增持
NVO
NOVO-NORDISK A S
-$456.7K
36,155
+21%
减持
CCI
CROWN CASTLE INC
-$440.7K
11,820
-7%
增持
CMCSA
COMCAST CORP NEW
-$413.6K
139,175
+3%
增持
IVV
ISHARES TR
+$411.3K
7,512
+8%
增持
NWS
NEWS CORP NEW
+$410.8K
100,793
+6%
减持
SBUX
STARBUCKS CORP
-$404.9K
26,575
-8%
增持
OPY
OPPENHEIMER HLDGS INC
+$396.9K
27,271
+3%
减持
MPWR
MONOLITHIC PWR SYS INC
-$386.9K
618
-24%
减持
—
LINDE PLC
-$386.6K
5,675
-2%
增持
GNMA
ISHARES TR
+$383.6K
70,086
+20%
减持
LLY
ELI LILLY & CO
-$382.5K
1,480
-14%
减持
NEE
NEXTERA ENERGY INC
-$378.7K
26,108
-2%
增持
GSK
GSK PLC
+$376.5K
29,397
+95%
增持
META
META PLATFORMS INC
+$373.1K
12,948
+3%
减持
DFAI
DIMENSIONAL ETF TRUST
-$366.2K
24,775
-28%
减持
PLD
PROLOGIS INC.
-$362.1K
13,607
-5%
增持
PHG
KONINKLIJKE PHILIPS N V
-$355.1K
72,537
+8%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$350.5K
100,581
-3%
清仓
—
QIAGEN NV
-$347.4K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW
-$337.0K
5,840
-4%
减持
GM
GENERAL MTRS CO
-$335.4K
22,866
-34%
清仓
KEY
KEYCORP
-$334.1K
0
-100%
建仓
NI
NISOURCE INC
+$331.8K
9,026
减持
KYN
KAYNE ANDERSON ENERGY INFRST
+$328.0K
214,795
-2%
增持
GOOGL
ALPHABET INC
+$323.6K
11,769
+2%
增持
—
EL PASO ENERGY CAP TR I
+$309.7K
54,553
+14%
增持
GDX
VANECK ETF TRUST
-$305.3K
52,733
+0%
建仓
HDV
ISHARES TR
+$305.2K
2,718
建仓
ZROZ
PIMCO ETF TR
+$304.6K
4,439
建仓
SIL
GLOBAL X FDS
+$301.8K
9,500
减持
NOC
NORTHROP GRUMMAN CORP
-$299.6K
4,738
-1%
增持
MCK
MCKESSON CORP
+$298.5K
2,651
+8%
减持
IUSB
ISHARES TR
-$298.0K
10,026
-37%
减持
—
EXXON MOBIL CORP
-$296.5K
28,797
-1%
减持
MELI
MERCADOLIBRE INC
-$290.6K
348
-19%
清仓
TGT
TARGET CORP
-$290.2K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
-$288.9K
10,108
+9%
增持
PYPL
PAYPAL HLDGS INC
+$287.1K
25,634
+5%
减持
SNY
SANOFI
-$280.6K
16,525
-12%
减持
MS
MORGAN STANLEY
-$279.4K
17,374
-26%
增持
MSFT
MICROSOFT CORP
-$278.9K
45,546
+1%
减持
DEO
DIAGEO PLC
-$278.2K
17,199
-2%
减持
PGR
PROGRESSIVE CORP
-$277.4K
12,071
-3%
减持
NVS
NOVARTIS AG
-$276.4K
9,769
-8%
建仓
SE
SEA LTD
+$274.5K
2,587
减持
IRM
IRON MTN INC DEL
-$271.9K
4,930
-26%
减持
WMT
WALMART INC
+$265.3K
34,368
-2%
减持
BTI
BRITISH AMERN TOB PLC
-$264.1K
7,016
-51%
增持
PEP
PEPSICO INC
-$261.3K
28,325
+5%
清仓
HAS
HASBRO INC
-$259.2K
0
-100%
建仓
—
VERONA PHARMA PLC
+$258.5K
5,566
建仓
WTFC
WINTRUST FINL CORP
+$257.8K
2,067
清仓
—
GARMIN LTD
-$255.8K
0
-100%
增持
MDLZ
MONDELEZ INTL INC
-$254.4K
18,495
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$252.2K
11,438
-8%
清仓
—
ASML HOLDING N V
-$251.8K
0
-100%
建仓
KMI
KINDER MORGAN INC DEL
+$245.7K
8,966
增持
AIV
APARTMENT INVT & MGMT CO
+$238.8K
255,451
+11%
减持
NGG
NATIONAL GRID PLC
-$237.9K
6,826
-26%
建仓
TSLA
TESLA INC
+$236.7K
586
增持
ABBV
ABBVIE INC
-$234.2K
14,732
+2%
减持
NSC
NORFOLK SOUTHN CORP
-$232.0K
9,192
-4%
建仓
—
CHUBB LIMITED
+$231.0K
836
清仓
PENN
PENN ENTERTAINMENT INC
-$228.9K
0
-100%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$228.0K
0
-100%
建仓
XLV
SELECT SECTOR SPDR TR
+$222.3K
1,616
减持
CSCO
CISCO SYS INC
+$221.4K
51,494
-3%
减持
DHI
D R HORTON INC
-$218.1K
2,666
-14%
减持
—
TOTALENERGIES SE
-$217.0K
14,829
-7%
清仓
DIOD
DIODES INC
-$216.6K
0
-100%
减持
AVB
AVALONBAY CMNTYS INC
-$215.8K
1,777
-34%
建仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
+$212.8K
9,657
清仓
AIN
ALBANY INTL CORP
-$208.9K
0
-100%
建仓
TPZ
TORTOISE CAPITAL SERIES TRUS
+$207.1K
10,320
清仓
NKE
NIKE INC
-$203.7K
0
-100%
清仓
FLJP
FRANKLIN TEMPLETON ETF TR
-$203.6K
0
-100%
增持
—
AERCAP HOLDINGS NV
+$202.7K
18,640
+12%
减持
AOS
SMITH A O CORP
-$202.1K
5,671
-13%
减持
PCAR
PACCAR INC
-$201.7K
16,333
-15%
减持
CVX
CHEVRON CORP NEW
-$201.6K
25,928
-4%
增持
SNOW
SNOWFLAKE INC
+$200.6K
2,678
+44%
减持
MYGN
MYRIAD GENETICS INC
-$198.2K
11,229
-13%
减持
AMGN
AMGEN INC
-$185.4K
1,888
-10%
增持
INFY
INFOSYS LTD
+$182.4K
25,092
+52%
建仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
+$181.9K
22,563
增持
DELL
DELL TECHNOLOGIES INC
+$179.0K
5,112
+48%
建仓
LYG
LLOYDS BANKING GROUP PLC
+$177.2K
65,159
增持
MCD
MCDONALDS CORP
+$175.9K
12,115
+11%
清仓
ORANY
ORANGE
-$174.7K
0
-100%
增持
BMO
BANK MONTREAL QUE
+$174.3K
3,912
+72%
建仓
TIGR
UP FINTECH HLDG LTD
+$173.0K
26,785
增持
ENVX
ENOVIX CORPORATION
+$173.0K
59,975
+17%
增持
MAR
MARRIOTT INTL INC NEW
+$170.3K
3,343
+9%
清仓
ASX
ASE TECHNOLOGY HLDG CO LTD
-$170.1K
0
-100%
减持
PFE
PFIZER INC
-$166.9K
25,508
-12%
减持
ON
ON SEMICONDUCTOR CORP
-$163.3K
5,700
-21%
增持
ETR
ENTERGY CORP NEW
+$160.1K
5,580
+179%
减持
BAC
BANK AMERICA CORP
-$159.6K
29,302
-20%
减持
RDNT
RADNET INC
-$157.5K
4,700
-33%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
+$156.4K
23,408
+39%
减持
SHOP
SHOPIFY INC
+$153.3K
6,193
-2%
减持
—
AON PLC
-$153.2K
2,526
-18%