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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 27
增持 44
减持 55
清仓 24
方向
标的
Δ市值
现股数(环比)
建仓
JMTG
J P MORGAN EXCHANGE TRADED F
+$4.5M
87,856
减持
AAPL
APPLE INC
+$4.1M
101,835
-4%
建仓
ACWI
ISHARES TR
+$2.8M
20,213
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
NVDA
NVIDIA CORPORATION
+$2.6M
90,931
-0%
增持
GDX
VANECK ETF TRUST
+$1.7M
60,307
+10%
增持
SIL
GLOBAL X FDS
+$1.7M
40,387
+68%
增持
CBL
CBL & ASSOC PPTYS INC
+$1.5M
207,193
+8%
减持
PM
PHILIP MORRIS INTL INC
-$1.4M
58,825
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.3M
28,650
-2%
增持
BABA
ALIBABA GROUP HLDG LTD
+$1.3M
19,112
+4%
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$1.3M
182,836
+13%
减持
NWS
NEWS CORP NEW
-$1.3M
75,745
-33%
增持
GDXJ
VANECK ETF TRUST
+$1.2M
25,290
+31%
减持
META
META PLATFORMS INC
-$1.1M
13,536
-10%
增持
GLW
CORNING INC
+$1.1M
33,687
+5%
清仓
VTEB
VANGUARD MUN BD FDS
-$1.1M
0
-100%
减持
GOOGL
ALPHABET INC
+$914.6K
18,214
-9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$898.7K
165,980
+12%
减持
GOOG
ALPHABET INC
+$761.6K
24,047
-16%
增持
BDX
BECTON DICKINSON & CO
+$742.3K
13,529
+30%
增持
ALX
ALEXANDERS INC
+$711.5K
20,286
+13%
减持
MSFT
MICROSOFT CORP
+$698.4K
45,498
-1%
减持
SBUX
STARBUCKS CORP
-$689.0K
19,228
-24%
建仓
DHR
DANAHER CORPORATION
+$670.5K
3,382
增持
SCHW
SCHWAB CHARLES CORP
+$637.0K
107,405
+2%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$633.9K
165,352
-6%
减持
CMCSA
COMCAST CORP NEW
-$607.2K
123,934
-2%
减持
TXN
TEXAS INSTRS INC
-$607.0K
17,082
-5%
建仓
—
EATON VANCE CALIF MUN BD FD
+$601.7K
63,400
增持
CVE
CENOVUS ENERGY INC
+$589.9K
164,584
+1%
增持
PEP
PEPSICO INC
+$582.1K
37,505
+6%
清仓
VTI
VANGUARD INDEX FDS
-$556.7K
0
-100%
增持
NVO
NOVO-NORDISK A S
-$550.7K
45,901
+2%
减持
JNJ
JOHNSON & JOHNSON
+$550.2K
23,549
-6%
减持
ABBV
ABBVIE INC
+$544.1K
13,397
-3%
减持
JPM
JPMORGAN CHASE & CO.
+$532.0K
51,077
-5%
清仓
—
VERONA PHARMA PLC
-$514.2K
0
-100%
增持
—
EPR PPTYS
+$512.3K
53,465
+42%
增持
APH
AMPHENOL CORP NEW
+$511.7K
15,819
+8%
增持
GNMA
ISHARES TR
+$507.4K
120,869
+9%
增持
—
EL PASO ENERGY CAP TR I
+$507.2K
81,086
+12%
增持
CLIP
GLOBAL X FDS
+$499.2K
22,201
+29%
减持
—
ACCENTURE PLC IRELAND
-$494.3K
4,201
-18%
减持
JAAA
JANUS DETROIT STR TR
-$483.8K
119,456
-7%
清仓
CRM
SALESFORCE INC
-$468.0K
0
-100%
减持
FIS
FIDELITY NATL INFORMATION SV
-$466.5K
23,047
-6%
减持
NOC
NORTHROP GRUMMAN CORP
+$454.9K
4,338
-1%
增持
EDV
VANGUARD WORLD FD
+$447.4K
52,581
+12%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$447.2K
9,679
+0%
增持
SU
SUNCOR ENERGY INC NEW
+$432.4K
75,508
+4%
增持
KR
KROGER CO
+$430.1K
68,495
+17%
减持
—
TE CONNECTIVITY PLC
+$388.7K
9,638
-6%
增持
PHG
KONINKLIJKE PHILIPS N V
+$353.7K
86,635
+3%
建仓
B
BARRICK MNG CORP
+$353.5K
10,787
清仓
GGAL
GRUPO FINANCIERO GALICIA S.A
-$346.1K
0
-100%
清仓
ANSS
ANSYS INC
-$341.0K
0
-100%
减持
PAYX
PAYCHEX INC
-$334.7K
14,085
-3%
减持
PGR
PROGRESSIVE CORP
-$329.8K
10,103
-5%
清仓
INFY
INFOSYS LTD
-$328.5K
0
-100%
增持
ACI
ALBERTSONS COS INC
-$324.9K
237,679
+14%
增持
HPQ
HP INC
+$322.8K
92,632
+3%
建仓
ATFV
THE ALGER ETF TRUST
+$322.3K
9,075
增持
MGM
MGM RESORTS INTERNATIONAL
+$322.0K
132,927
+7%
清仓
PNC
PNC FINL SVCS GROUP INC
-$316.3K
0
-100%
清仓
RELX
RELX PLC
-$313.4K
0
-100%
减持
LOW
LOWES COS INC
+$311.5K
14,986
-4%
减持
DEO
DIAGEO PLC
-$306.4K
16,524
-12%
清仓
WMB
WILLIAMS COS INC
-$302.2K
0
-100%
建仓
FLMI
FRANKLIN TEMPLETON ETF TR
+$302.1K
12,195
清仓
YPF
YPF SOCIEDAD ANONIMA
-$301.5K
0
-100%
建仓
GFI
GOLD FIELDS LTD
+$300.1K
7,151
建仓
OEF
ISHARES TR
+$299.2K
899
增持
ORCL
ORACLE CORP
+$299.1K
4,522
+2%
减持
ZTS
ZOETIS INC
-$298.5K
4,845
-25%
减持
NSC
NORFOLK SOUTHN CORP
+$297.3K
9,913
-5%
清仓
QFIN
QIFU TECHNOLOGY INC
-$296.2K
0
-100%
增持
—
AERCAP HOLDINGS NV
+$289.7K
28,513
+6%
清仓
BMA
BANCO MACRO SA
-$285.8K
0
-100%
建仓
—
CHINA YUCHAI INTL LTD
+$277.7K
6,712
增持
ELV
ELEVANCE HEALTH INC FORMERLY
+$270.2K
18,346
+26%
建仓
DVA
DAVITA INC
+$264.5K
1,991
清仓
PAM
PAMPA ENERGIA S A
-$258.9K
0
-100%
减持
KLAC
KLA CORP
+$256.9K
1,566
-2%
减持
GBIL
GOLDMAN SACHS ETF TR
-$256.4K
58,971
-4%
减持
COST
COSTCO WHSL CORP NEW
-$256.0K
907
-18%
减持
FAST
FASTENAL CO
+$252.5K
47,357
-4%
减持
TJX
TJX COS INC NEW
+$248.8K
12,803
-1%
减持
IVV
ISHARES TR
+$248.1K
6,050
-1%
减持
MS
MORGAN STANLEY
-$243.8K
8,491
-25%
减持
SCHR
SCHWAB STRATEGIC TR
-$243.5K
50,323
-16%
增持
GSK
GSK PLC
+$241.8K
39,021
+4%
减持
—
CHUBB LIMITED
-$240.7K
4,186
-15%
增持
ZTR
VIRTUS TOTAL RETURN FD INC
+$239.8K
83,446
+74%
减持
—
FTAI AVIATION LTD
+$237.8K
5,256
-5%
建仓
SPDW
SPDR INDEX SHS FDS
+$235.2K
5,497
建仓
NTR
NUTRIEN LTD
+$231.1K
3,937
建仓
GEV
GE VERNOVA INC
+$229.3K
373
增持
—
KIMCO RLTY CORP
+$228.1K
12,861
+45%
清仓
ETX
EATON VANCE MUN INCOME 2028
-$227.2K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$224.7K
0
-100%
增持
GRTUF
GRANITE REAL ESTATE INVT TR
+$224.5K
17,964
+17%
清仓
SON
SONOCO PRODS CO
-$222.2K
0
-100%
建仓
TSLA
TESLA INC
+$221.9K
499
清仓
EMN
EASTMAN CHEM CO
-$219.1K
0
-100%
增持
V
VISA INC
+$218.1K
15,495
+8%
建仓
BVN
COMPANIA DE MINAS BUENAVENTU
+$218.0K
8,962
增持
PKG
PACKAGING CORP AMER
+$216.7K
7,100
+1%
建仓
SBSW
SIBANYE STILLWATER LTD
+$215.9K
19,207
建仓
XLK
SELECT SECTOR SPDR TR
+$215.3K
764
减持
APD
AIR PRODS & CHEMS INC
-$213.4K
7,888
-6%
清仓
CNC
CENTENE CORP DEL
-$213.4K
0
-100%
建仓
CME
CME GROUP INC
+$210.6K
780
建仓
FLCA
FRANKLIN TEMPLETON ETF TR
+$210.6K
4,638
建仓
—
EATON VANCE NEW YORK MUN BD
+$209.8K
21,275
清仓
AKAM
AKAMAI TECHNOLOGIES INC
-$209.1K
0
-100%
建仓
FUTU
FUTU HLDGS LTD
+$206.6K
1,188
建仓
SCHO
SCHWAB STRATEGIC TR
+$204.9K
8,399
建仓
BBCA
J P MORGAN EXCHANGE TRADED F
+$204.5K
2,344
减持
CVX
CHEVRON CORP NEW
+$204.3K
24,818
-3%
清仓
PSA
PUBLIC STORAGE OPER CO
-$202.8K
0
-100%
减持
—
TRANE TECHNOLOGIES PLC
-$202.1K
3,454
-9%
清仓
KT
KT CORP
-$201.8K
0
-100%
增持
AMAT
APPLIED MATLS INC
+$200.0K
6,862
+4%
减持
AMT
AMERICAN TOWER CORP NEW
-$198.0K
5,262
-4%
增持
VIV
TELEFONICA BRASIL SA
+$194.0K
34,478
+60%
增持
SPY
SPDR S&P 500 ETF TR
+$192.9K
782
+47%
增持
BTI
BRITISH AMERN TOB PLC
+$187.4K
10,115
+37%
清仓
ERIC
TELEFONAKTIEBOLAGET LM ERICS
-$186.0K
0
-100%
减持
INTU
INTUIT
-$183.5K
1,655
-1%
减持
UNH
UNITEDHEALTH GROUP INC
+$183.1K
9,693
-4%
减持
AVGO
BROADCOM INC
+$180.3K
23,459
-14%
清仓
NOK
NOKIA CORP
-$180.0K
0
-100%
减持
HON
HONEYWELL INTL INC
-$171.3K
5,606
-3%
建仓
CX
CEMEX SAB DE CV
+$171.0K
19,026
建仓
KEP
KOREA ELEC PWR CORP
+$168.6K
12,923
增持
AMZN
AMAZON COM INC
+$164.6K
60,126
+1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$164.3K
6,719
-3%
减持
CCI
CROWN CASTLE INC
-$162.5K
10,134
-9%
减持
MPC
MARATHON PETE CORP
+$159.8K
6,668
-2%
减持
SHOP
SHOPIFY INC
+$159.6K
5,224
-2%
减持
SNY
SANOFI SA
-$153.5K
13,595
-17%
建仓
GRFS
GRIFOLS S A
+$153.0K
15,361
增持
PYPL
PAYPAL HLDGS INC
-$151.3K
28,366
+3%
增持
CVS
CVS HEALTH CORP
+$149.6K
7,534
+24%
减持
—
COCA-COLA EUROPACIFIC PARTNE
-$148.8K
5,221
-22%
减持
KVUE
KENVUE INC
-$147.6K
11,120
-29%
减持
SPGI
S&P GLOBAL INC
-$142.6K
2,175
-5%
减持
IUSB
ISHARES TR
-$142.2K
4,960
-39%
增持
DELL
DELL TECHNOLOGIES INC
+$139.2K
4,125
+14%
减持
MO
ALTRIA GROUP INC
+$138.6K
29,723
-5%