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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 17
增持 65
减持 54
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$3.7M
113,559
-2%
减持
NVDA
NVIDIA CORPORATION
-$3.5M
95,553
-7%
增持
PM
PHILIP MORRIS INTL INC
+$2.7M
67,907
+2%
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
VGIT
VANGUARD SCOTTSDALE FDS
+$2.7M
183,807
+30%
减持
AVGO
BROADCOM INC
-$2.2M
28,630
-5%
减持
MRK
MERCK & CO INC
-$2.0M
6,257
-76%
增持
WEX
WEX INC
+$2.0M
14,395
+726%
增持
MSFT
MICROSOFT CORP
-$1.9M
46,051
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.9M
26,998
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$1.8M
134,651
+24%
增持
ELV
ELEVANCE HEALTH INC
+$1.5M
13,552
+15%
建仓
ALX
ALEXANDERS INC
+$1.4M
6,632
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.4M
179,852
+14%
增持
AMZN
AMAZON COM INC
-$1.4M
59,171
+3%
建仓
GLW
CORNING INC
+$1.3M
29,362
增持
GNMA
ISHARES TR
+$1.3M
98,695
+41%
减持
GOOG
ALPHABET INC
-$1.3M
32,270
-3%
建仓
MGM
MGM RESORTS INTERNATIONAL
+$1.3M
44,235
减持
—
FTAI AVIATION LTD
-$1.3M
5,556
-58%
增持
SCHW
SCHWAB CHARLES CORP
+$1.3M
96,843
+14%
增持
EDV
VANGUARD WORLD FD
+$1.2M
39,225
+62%
减持
JAAA
JANUS DETROIT STR TR
-$987.0K
99,630
-16%
减持
MS
MORGAN STANLEY
-$860.7K
11,344
-35%
增持
ACI
ALBERTSONS COS INC
+$858.8K
196,880
+11%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$795.0K
29,478
+2%
增持
GDX
VANECK ETF TRUST
+$763.1K
55,498
+5%
增持
KR
KROGER CO
+$754.4K
72,660
+7%
减持
GM
GENERAL MTRS CO
-$745.2K
10,055
-56%
增持
PEP
PEPSICO INC
+$703.5K
33,418
+18%
减持
PKG
PACKAGING CORP AMER
-$683.4K
7,495
-22%
减持
GBIL
GOLDMAN SACHS ETF TR
-$653.9K
65,667
-9%
增持
V
VISA INC
+$648.0K
15,218
+3%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$644.7K
173,181
+18%
增持
DTF
DTF TAX-FREE INCOME 2028 TER
+$639.3K
306,088
+23%
增持
CVX
CHEVRON CORP NEW
+$596.3K
26,013
+0%
建仓
GRTUF
GRANITE REAL ESTATE INVT TR
+$591.0K
12,623
增持
—
AERCAP HOLDINGS NV
+$586.8K
23,203
+24%
增持
JNJ
JOHNSON & JOHNSON
+$571.8K
25,519
+1%
减持
IVV
ISHARES TR
-$567.5K
6,860
-9%
增持
—
EL PASO ENERGY CAP TR I
+$540.7K
64,924
+19%
增持
GDXJ
VANECK ETF TRUST
+$522.3K
17,664
+55%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$500.8K
3,416
减持
—
EATON CORP PLC
-$473.1K
5,767
-6%
增持
UNH
UNITEDHEALTH GROUP INC
+$467.4K
10,655
+5%
减持
BABA
ALIBABA GROUP HLDG LTD
+$410.8K
17,469
-22%
增持
MCK
MCKESSON CORP
+$403.8K
2,845
+7%
建仓
STEW
SRH TOTAL RETURN FUND INC
+$390.6K
22,642
减持
RUSHA
RUSH ENTERPRISES INC
-$381.9K
5,052
-58%
增持
SIL
GLOBAL X FDS
+$360.4K
16,788
+77%
减持
LOW
LOWES COS INC
-$359.4K
16,197
-3%
增持
—
SMURFIT WESTROCK PLC
-$355.0K
83,146
+9%
清仓
EFG
ISHARES TR
-$332.9K
0
-100%
增持
T
AT&T INC
+$330.6K
46,335
+8%
增持
PYPL
PAYPAL HLDGS INC
-$327.7K
28,508
+11%
增持
BLK
BLACKROCK INC
-$315.2K
4,088
+0%
建仓
CVS
CVS HEALTH CORP
+$314.6K
4,644
清仓
HDV
ISHARES TR
-$305.2K
0
-100%
清仓
ZROZ
PIMCO ETF TR
-$304.6K
0
-100%
建仓
—
QIAGEN NV
+$299.5K
7,459
减持
DELL
DELL TECHNOLOGIES INC
-$290.9K
3,272
-36%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$289.2K
9,656
-34%
建仓
GLD
SPDR GOLD TR
+$288.4K
1,001
减持
—
ACCENTURE PLC IRELAND
-$288.0K
5,497
-3%
增持
GSK
GSK PLC
+$288.0K
33,098
+13%
建仓
ZTR
VIRTUS TOTAL RETURN FD INC
+$280.2K
46,938
减持
CLIP
GLOBAL X FDS
-$277.3K
22,155
-11%
清仓
GSST
GOLDMAN SACHS ETF TR
-$273.4K
0
-100%
减持
WMT
WALMART INC
-$256.1K
32,454
-6%
减持
ABBV
ABBVIE INC
+$256.0K
13,716
-7%
清仓
FORM
FORMFACTOR INC
-$255.6K
0
-100%
减持
MCD
MCDONALDS CORP
+$252.5K
12,051
-1%
减持
JPM
JPMORGAN CHASE & CO.
+$245.8K
54,080
-0%
增持
RTX
RTX CORPORATION
+$245.4K
6,901
+19%
建仓
IP
INTERNATIONAL PAPER CO
+$244.0K
4,574
建仓
HAS
HASBRO INC
+$239.5K
3,896
清仓
TSLA
TESLA INC
-$236.7K
0
-100%
增持
NWS
NEWS CORP NEW
+$229.9K
108,562
+8%
减持
INFY
INFOSYS LTD
-$228.8K
17,599
-30%
减持
MO
ALTRIA GROUP INC
+$228.6K
32,461
-1%
建仓
VNET
VNET GROUP INC
+$228.4K
27,849
减持
MSI
MOTOROLA SOLUTIONS INC
-$228.0K
5,050
-4%
减持
WEC
WEC ENERGY GROUP INC
+$228.0K
17,043
-2%
增持
BDX
BECTON DICKINSON & CO
+$227.6K
9,482
+11%
减持
RING
ISHARES INC
+$226.9K
40,928
-14%
建仓
EWBC
EAST WEST BANCORP INC
+$225.1K
2,508
减持
KYN
KAYNE ANDERSON ENERGY INFRST
-$224.2K
195,310
-9%
清仓
JMST
J P MORGAN EXCHANGE TRADED F
-$223.6K
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$222.3K
0
-100%
建仓
VV
VANGUARD INDEX FDS
+$220.5K
858
清仓
ALLY
ALLY FINL INC
-$217.6K
0
-100%
建仓
GFR
GREENFIRE RES LTD NEW
+$216.5K
36,877
减持
ABT
ABBOTT LABS
+$214.2K
14,679
-4%
减持
AXP
AMERICAN EXPRESS CO
-$213.5K
7,503
-0%
增持
SONY
SONY GROUP CORP
+$213.4K
41,005
+5%
清仓
TEVA
TEVA PHARMACEUTICAL INDS LTD
-$212.8K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$212.7K
18,562
-2%
增持
CMCSA
COMCAST CORP NEW
+$210.3K
147,249
+6%
减持
—
EXXON MOBIL CORP
+$207.7K
27,793
-3%
清仓
ALB
ALBEMARLE CORP
-$207.5K
0
-100%
增持
—
EPR PPTYS
+$204.4K
16,175
+57%
增持
ENVX
ENOVIX CORPORATION
-$203.6K
61,075
+2%
增持
DEO
DIAGEO PLC
-$202.6K
18,932
+10%
减持
PAYX
PAYCHEX INC
+$197.2K
15,330
-1%
减持
PGR
PROGRESSIVE CORP
+$196.4K
10,914
-10%
增持
GOOGL
ALPHABET INC
+$191.2K
15,643
+33%
减持
AMT
AMERICAN TOWER CORP NEW
+$181.2K
5,755
-1%
减持
SBUX
STARBUCKS CORP
+$180.2K
26,559
-0%
建仓
KT
KT CORP
+$179.1K
10,112
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$177.2K
94,647
-6%
减持
FIS
FIDELITY NATL INFORMATION SV
-$175.6K
25,612
-1%
增持
MDLZ
MONDELEZ INTL INC
+$174.6K
18,855
+2%
增持
—
TOTALENERGIES SE
+$174.2K
15,186
+2%
增持
PHG
KONINKLIJKE PHILIPS N V
+$174.1K
79,162
+9%
减持
SHV
ISHARES TR
-$173.6K
6,999
-19%
增持
CVE
CENOVUS ENERGY INC
+$173.3K
169,173
+18%
减持
MRSH
MARSH & MCLENNAN COS INC
+$170.8K
7,146
-4%
增持
UPS
UNITED PARCEL SERVICE INC
-$169.2K
11,576
+1%
清仓
ING
ING GROEP N.V.
-$160.6K
0
-100%
增持
BNY
BANK NEW YORK MELLON CORP
+$154.8K
18,543
+2%
减持
CCI
CROWN CASTLE INC
+$154.4K
11,774
-0%
增持
HMY
HARMONY GOLD MINING CO LTD
+$153.8K
22,991
+2%
减持
ORCL
ORACLE CORP
-$151.9K
4,580
-4%
增持
SNY
SANOFI
+$147.1K
17,023
+3%
增持
NFLX
NETFLIX INC
+$146.6K
529
+36%
减持
NOC
NORTHROP GRUMMAN CORP
+$142.6K
4,621
-2%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
-$135.5K
23,607
+1%
增持
—
CHUBB LIMITED
+$134.7K
1,211
+45%
增持
ET
ENERGY TRANSFER L P
-$132.6K
171,226
+1%
减持
—
TRANE TECHNOLOGIES PLC
-$132.3K
4,016
-0%
减持
ON
ON SEMICONDUCTOR CORP
-$129.5K
5,648
-1%
清仓
CHI
CALAMOS CONV OPPORTUNITIES &
-$129.2K
0
-100%
清仓
SLVP
ISHARES INC
-$124.9K
0
-100%
减持
HON
HONEYWELL INTL INC
-$118.0K
6,112
-2%
减持
CSCO
CISCO SYS INC
+$117.9K
51,310
-0%
增持
D
DOMINION ENERGY INC
+$117.6K
28,511
+4%
增持
HPQ
HP INC
+$117.0K
58,113
+27%
减持
VST
VISTRA CORP
-$113.7K
5,150
-1%
减持
ADI
ANALOG DEVICES INC
-$112.3K
2,857
-12%
增持
NVO
NOVO-NORDISK A S
-$110.0K
43,203
+19%
增持
AMGN
AMGEN INC
+$109.8K
1,932
+2%
增持
HII
HUNTINGTON INGALLS INDS INC
+$105.8K
1,554
+39%
增持
AIV
APARTMENT INVT & MGMT CO
+$103.2K
275,594
+8%
增持
—
VERONA PHARMA PLC
+$101.6K
5,672
+2%
减持
TRV
TRAVELERS COMPANIES INC
-$100.3K
1,985
-24%
增持
ETR
ENTERGY CORP NEW
+$98.8K
6,105
+9%
增持
MAR
MARRIOTT INTL INC NEW
-$97.8K
3,504
+5%
减持
IRM
IRON MTN INC DEL
-$97.7K
4,887
-1%
增持
RSG
REPUBLIC SVCS INC
+$96.7K
1,975
+4%
增持
—
UBS GROUP AG
+$95.4K
42,830
+7%
增持
BBVA
BANCO BILBAO VIZCAYA ARGENTA
+$93.4K
22,114
+3%
