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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 11
增持 55
减持 74
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
MSFT
MICROSOFT CORP
+$5.6M
45,972
-0%
减持
NVDA
NVIDIA CORPORATION
+$4.0M
91,045
-5%
增持
META
META PLATFORMS INC
+$3.4M
15,017
+13%
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
-$3.4M
106,613
-6%
增持
MGM
MGM RESORTS INTERNATIONAL
+$3.0M
124,606
+182%
减持
AVGO
BROADCOM INC
+$2.8M
27,422
-4%
增持
ALX
ALEXANDERS INC
+$2.7M
17,954
+171%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.4M
10,141
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.4M
24,714
-8%
减持
JPM
JPMORGAN CHASE & CO.
+$2.3M
53,737
-1%
增持
SCHW
SCHWAB CHARLES CORP
+$2.0M
105,403
+9%
减持
WEX
WEX INC
-$2.0M
1,616
-89%
增持
AMZN
AMAZON COM INC
+$1.8M
59,425
+0%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.8M
29,381
-0%
增持
JAAA
JANUS DETROIT STR TR
+$1.5M
129,059
+30%
增持
CBL
CBL & ASSOC PPTYS INC
+$1.4M
191,577
+48%
减持
VGIT
VANGUARD SCOTTSDALE FDS
-$1.2M
161,758
-12%
增持
GOOGL
ALPHABET INC
+$1.1M
19,935
+27%
增持
—
CHUBB LIMITED
+$1.1M
4,909
+305%
减持
UPS
UNITED PARCEL SERVICE INC
-$1.0M
2,227
-81%
减持
CMCSA
COMCAST CORP NEW
-$932.3K
126,119
-14%
增持
—
AERCAP HOLDINGS NV
+$789.8K
27,012
+16%
减持
MCK
MCKESSON CORP
-$778.1K
1,551
-45%
减持
KR
KROGER CO
-$731.2K
58,374
-20%
减持
CVX
CHEVRON CORP NEW
-$702.1K
25,488
-2%
增持
—
EPR PPTYS
+$689.7K
37,687
+133%
增持
HPQ
HP INC
+$590.5K
89,927
+55%
增持
NWS
NEWS CORP NEW
+$574.7K
112,846
+4%
增持
BNY
BANK NEW YORK MELLON CORP
+$572.1K
23,349
+26%
增持
NSC
NORFOLK SOUTHN CORP
+$543.7K
10,472
+16%
建仓
—
KIMCO RLTY CORP
+$537.5K
8,878
增持
SF
STIFEL FINL CORP
+$527.3K
36,582
+5%
增持
GNMA
ISHARES TR
+$520.4K
110,423
+12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$503.5K
9,672
+0%
减持
CLIP
GLOBAL X FDS
-$495.0K
17,230
-22%
建仓
JMST
J P MORGAN EXCHANGE TRADED F
+$494.3K
9,708
增持
SIL
GLOBAL X FDS
+$494.0K
24,020
+43%
清仓
GM
GENERAL MTRS CO
-$472.9K
0
-100%
建仓
—
ISHARES TR
+$468.7K
48,826
增持
AXP
AMERICAN EXPRESS CO
+$454.1K
7,752
+3%
减持
APH
AMPHENOL CORP NEW
+$450.9K
14,641
-3%
增持
ARES
ARES MANAGEMENT CORPORATION
+$447.5K
5,475
+60%
增持
BLK
BLACKROCK INC
+$432.9K
4,100
+0%
减持
JNJ
JOHNSON & JOHNSON
-$416.0K
24,983
-2%
减持
GBIL
GOLDMAN SACHS ETF TR
-$411.5K
61,577
-6%
减持
TXN
TEXAS INSTRS INC
+$409.9K
18,040
-3%
减持
—
EATON CORP PLC
+$409.2K
5,537
-4%
增持
BDX
BECTON DICKINSON & CO
-$382.0K
10,392
+10%
增持
SCHR
SCHWAB STRATEGIC TR
+$381.6K
60,253
+33%
增持
—
EL PASO ENERGY CAP TR I
+$380.6K
72,522
+12%
减持
SHV
ISHARES TR
-$368.5K
3,664
-48%
增持
EDV
VANGUARD WORLD FD
+$362.5K
46,832
+19%
建仓
IEMG
ISHARES INC
+$361.7K
6,026
增持
INTU
INTUIT
+$354.6K
1,668
+7%
减持
OPY
OPPENHEIMER HLDGS INC
-$347.4K
21,038
-28%
增持
GLW
CORNING INC
+$345.9K
32,138
+9%
减持
—
EXXON MOBIL CORP
-$334.6K
27,559
-1%
减持
ORCL
ORACLE CORP
+$332.4K
4,449
-3%
增持
NFLX
NETFLIX INC
+$331.6K
616
+16%
增持
PEP
PEPSICO INC
-$325.6K
35,482
+6%
减持
LOW
LOWES COS INC
-$323.2K
15,569
-4%
增持
AMAT
APPLIED MATLS INC
+$317.3K
6,582
+8%
增持
ABBV
ABBVIE INC
-$315.8K
13,781
+0%
清仓
NSP
INSPERITY INC
-$315.7K
0
-100%
减持
GDX
VANECK ETF TRUST
+$315.3K
55,062
-1%
减持
KLAC
KLA CORP
+$312.0K
1,599
-3%
清仓
MPLX
MPLX LP
-$308.9K
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
+$306.5K
3,794
-6%
减持
—
TOTALENERGIES SE
-$296.6K
11,172
-26%
增持
GDXJ
VANECK ETF TRUST
+$294.8K
19,310
+9%
减持
SBUX
STARBUCKS CORP
-$289.5K
25,272
-5%
增持
VZ
VERIZON COMMUNICATIONS INC
+$288.4K
147,820
+10%
减持
EMBJ
EMBRAER S.A.
+$287.7K
27,199
-0%
清仓
PZZA
PAPA JOHNS INTL INC
-$281.1K
0
-100%
建仓
MCHP
MICROCHIP TECHNOLOGY INC.
+$279.8K
3,975
减持
NBXG
NEUBERGER BERMAN NEXT GENERA
+$274.3K
117,403
-0%
增持
SNOW
SNOWFLAKE INC
+$273.8K
2,873
+14%
减持
MS
MORGAN STANLEY
+$270.1K
11,313
-0%
清仓
RUSHA
RUSH ENTERPRISES INC
-$269.8K
0
-100%
减持
PGR
PROGRESSIVE CORP
-$264.1K
10,585
-3%
减持
MCD
MCDONALDS CORP
-$263.2K
11,984
-1%
建仓
VTV
VANGUARD INDEX FDS
+$263.1K
1,488
减持
V
VISA INC
-$261.8K
14,284
-6%
增持
ENVX
ENOVIX CORPORATION
+$256.1K
68,125
+12%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$252.7K
0
-100%
减持
VST
VISTRA CORP
+$252.4K
4,423
-14%
清仓
DOW
DOW INC
-$250.0K
0
-100%
减持
APD
AIR PRODS & CHEMS INC
-$247.8K
8,383
-5%
减持
PAYX
PAYCHEX INC
-$244.9K
14,576
-5%
减持
CSCO
CISCO SYS INC
+$241.2K
49,115
-4%
增持
ELV
ELEVANCE HEALTH INC
-$236.8K
14,546
+7%
清仓
CNMD
CONMED CORP
-$235.3K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$229.1K
5,496
-31%
建仓
ETX
EATON VANCE MUN INCOME 2028
+$227.2K
12,615
增持
BABA
ALIBABA GROUP HLDG LTD
-$225.7K
18,378
+5%
减持
MRSH
MARSH & MCLENNAN COS INC
-$225.3K
6,945
-3%
增持
D
DOMINION ENERGY INC
+$225.0K
32,266
+13%
清仓
VV
VANGUARD INDEX FDS
-$220.5K
0
-100%
减持
—
TE CONNECTIVITY PLC
+$216.4K
10,240
-4%
减持
PM
PHILIP MORRIS INTL INC
+$203.0K
60,297
-11%
建仓
AVTR
AVANTOR INC
+$196.4K
14,589
减持
PYPL
PAYPAL HLDGS INC
+$193.4K
27,631
-3%
减持
MSI
MOTOROLA SOLUTIONS INC
-$192.7K
4,800
-5%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$190.6K
176,334
-2%
减持
MELI
MERCADOLIBRE INC
+$187.2K
309
-3%
增持
GRTUF
GRANITE REAL ESTATE INVT TR
+$185.8K
15,323
+21%
减持
—
ACCENTURE PLC IRELAND
-$184.9K
5,120
-7%
建仓
NOK
NOKIA CORP
+$180.0K
34,749
减持
NOC
NORTHROP GRUMMAN CORP
-$177.5K
4,377
-5%
增持
AIV
APARTMENT INVT & MGMT CO
+$169.7K
299,995
+9%
增持
MAR
MARRIOTT INTL INC NEW
+$167.2K
3,667
+5%
增持
IP
INTERNATIONAL PAPER CO
+$162.2K
8,675
+90%
增持
GSK
GSK PLC
+$160.2K
37,562
+13%
增持
PCAR
PACCAR INC
+$158.4K
19,593
+12%
增持
ACI
ALBERTSONS COS INC
+$157.3K
208,586
+6%
减持
—
VERONA PHARMA PLC
+$154.1K
5,437
-4%
减持
PKG
PACKAGING CORP AMER
-$153.5K
7,061
-6%
减持
SNY
SANOFI
-$148.9K
16,460
-3%
增持
DELL
DELL TECHNOLOGIES INC
+$147.3K
3,634
+11%
减持
CVE
CENOVUS ENERGY INC
-$146.8K
162,235
-4%
减持
CAT
CATERPILLAR INC
+$145.0K
2,524
-0%
增持
MPC
MARATHON PETE CORP
+$143.5K
6,775
+1%
减持
LLY
ELI LILLY & CO
-$142.1K
1,376
-6%
增持
EFV
ISHARES TR
+$140.6K
7,222
+34%
增持
GFR
GREENFIRE RES LTD NEW
+$139.9K
79,902
+117%
减持
TU
TELUS CORPORATION
-$139.5K
11,516
-49%
减持
PLD
PROLOGIS INC.
-$135.9K
12,837
-3%
减持
ZTS
ZOETIS INC
-$134.7K
6,460
-7%
减持
KVUE
KENVUE INC
-$133.6K
15,675
-19%
减持
WWD
WOODWARD INC
+$129.8K
2,738
-8%
建仓
KC
KINGSOFT CLOUD HLDGS LTD
+$125.9K
10,057
减持
MO
ALTRIA GROUP INC
-$123.4K
31,126
-4%
建仓
SWZ
TOTAL RETURN SECURITIES FUND
+$122.0K
19,248
减持
NEE
NEXTERA ENERGY INC
-$116.8K
24,326
-4%
减持
—
LINDE PLC
-$108.3K
5,030
-5%
减持
RING
ISHARES INC
+$106.7K
38,298
-6%
增持
CVS
CVS HEALTH CORP
+$103.7K
6,065
+31%
清仓
MYGN
MYRIAD GENETICS INC
-$102.5K
0
-100%
增持
—
SMURFIT WESTROCK PLC
+$101.4K
89,177
+7%
减持
DEO
DIAGEO PLC
-$100.6K
18,676
-1%
增持
NVO
NOVO-NORDISK A S
+$97.7K
44,882
+4%
减持
SONY
SONY GROUP CORP
-$95.6K
36,325
-11%
减持
MRK
MERCK & CO INC
-$95.2K
5,892
-6%
减持
HPE
HEWLETT PACKARD ENTERPRISE C
+$92.5K
22,337
-5%
减持
ETR
ENTERGY CORP NEW
-$88.9K
5,210
-15%
减持
AROC
ARCHROCK INC
-$88.2K
25,991
-7%
减持
CCI
CROWN CASTLE INC
-$86.9K
11,100
-6%
增持
IVE
ISHARES TR
+$85.5K
1,920
+26%
减持
BAC
BANK AMERICA CORP
+$84.5K
27,623
-6%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$81.0K
27,343
+0%