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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 30
增持 65
减持 37
清仓 18
方向
标的
Δ市值
现股数(环比)
清仓
ACWI
ISHARES TR
-$18.5M
0
-100%
增持
MSFT
MICROSOFT CORP
-$3.7M
49,024
+8%
增持
VZ
VERIZON COMMUNICATIONS INC
+$3.1M
190,306
+21%
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
GBIL
GOLDMAN SACHS ETF TR
-$2.8M
22,325
-56%
建仓
MUC
BLACKROCK MUNIHLDNGS CALI
+$2.6M
251,657
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$2.4M
163,652
+35%
增持
CVX
CHEVRON CORPORATION
+$2.1M
28,298
+14%
建仓
CRC
CALIFORNIA RES CORP
+$2.0M
29,483
增持
SIL
GLOBAL X FDS
+$2.0M
72,417
+32%
增持
V
VISA INC
+$1.9M
27,259
+50%
增持
APD
AIR PRODUCTS AND CHEMICALS I
+$1.7M
6,945
+414%
增持
AAPL
APPLE INC
-$1.5M
100,244
+1%
增持
AVB
AVALONBAY CMNTYS INC
+$1.5M
12,734
+281%
减持
NVDA
NVIDIA CORPORATION
-$1.4M
86,360
-2%
减持
JPM
JPMORGAN CHASE & CO
-$1.4M
46,433
-1%
增持
CMCSA
COMCAST CORP NEW
+$1.3M
150,125
+52%
清仓
GRTUF
GRANITE REAL ESTATE INVT TR
-$1.2M
0
-100%
减持
—
EXXON MOBIL CORP
+$1.2M
25,635
-2%
增持
GDXJ
VANECK ETF TRUST
+$1.2M
38,696
+28%
增持
BTT
BLACKROCK MUN TARGET TERM TR
+$1.2M
228,066
+31%
减持
—
EL PASO ENERGY CAP TR I
-$1.1M
69,846
-27%
增持
GFR
GREENFIRE RES LTD NEW
+$1.1M
373,322
+46%
增持
—
CHUBB LTD SWITZ
+$1.1M
12,298
+32%
增持
MRK
MERCK & CO INC
+$1.1M
13,899
+150%
增持
GDX
VANECK ETF TRUST
+$1.1M
71,884
+12%
增持
PEP
PEPSICO INC
+$1.1M
40,522
+11%
增持
CLIP
GLOBAL X FDS
+$1.0M
38,234
+37%
增持
QSR
RESTAURANT BRANDS INTL INC
+$1.0M
18,861
+255%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$1.0M
5,397
-47%
增持
SBUX
STARBUCKS CORP
+$1.0M
20,158
+114%
增持
KR
KROGER CO
+$1.0M
89,570
+2%
减持
KLAC
KLA CORP
-$1.0M
256
-77%
增持
ALX
ALEXANDERS INC
+$971.3K
23,708
+12%
减持
SU
SUNCOR ENERGY INC NEW
+$966.3K
60,745
-12%
增持
—
SMURFIT WESTROCK PLC
+$962.7K
96,819
+29%
减持
AVGO
BROADCOM INC
-$958.2K
21,433
-2%
增持
ACI
ALBERTSONS COS INC
+$893.3K
241,370
+29%
减持
PCAR
PACCAR INC
-$889.3K
9,734
-47%
建仓
AMT
AMERICAN TOWER CORP
+$877.1K
5,082
增持
CBL
CBL & ASSOC PPTYS INC
+$845.5K
227,220
+7%
减持
JNJ
JOHNSON & JOHNSON
+$822.4K
23,022
-1%
建仓
IEF
ISHARES TR
+$817.4K
8,565
增持
EDV
VANGUARD WORLD FD
+$795.8K
66,577
+23%
增持
META
META PLATFORMS INC
+$759.0K
17,576
+25%
增持
JMTG
J P MORGAN EXCHANGE TRADED F
+$749.5K
149,776
+11%
建仓
CLOX
SERIES PORTFOLIOS TR
+$725.3K
28,367
增持
UNH
UNITEDHEALTH GROUP INC
+$706.2K
17,726
+43%
增持
TFSL
TFS FINL CORP
+$688.2K
326,832
+12%
建仓
CCAP
CRESCENT CAP BDC INC
+$664.1K
54,662
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$604.0K
19,885
-1%
建仓
ZTS
ZOETIS INC
+$599.8K
5,074
减持
AXP
AMERICAN EXPRESS CO
-$591.9K
6,695
-5%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
+$579.2K
28,904
-4%
增持
AMAT
APPLIED MATLS INC
+$572.7K
6,629
+1%
增持
OPY
OPPENHEIMER HLDGS INC
+$559.0K
22,667
+12%
增持
—
SPECIAL OPPORTUNITIES FD INC
+$553.6K
31,948
+229%
增持
D
DOMINION ENERGY INC
+$533.2K
37,889
+23%
增持
DELL
DELL TECHNOLOGIES INC
+$522.4K
9,216
+17%
增持
GSK
GSK PLC
+$516.4K
42,432
+14%
清仓
—
ASTRAZENECA PLC
-$511.3K
0
-100%
增持
CCI
CROWN CASTLE INC
+$508.0K
9,177
+242%
增持
ET
ENERGY TRANSFER L P
+$499.4K
173,426
+0%
增持
ARES
ARES MANAGEMENT CORPORATION
+$491.9K
6,435
+395%
增持
MGM
MGM RESORTS INTERNATIONAL
+$488.6K
150,180
+8%
增持
GOOG
ALPHABET INC
-$480.0K
24,025
+2%
增持
AMZN
AMAZON COM INC
-$457.8K
65,106
+7%
减持
GLW
CORNING INC
+$455.8K
24,996
-26%
减持
MA
MASTERCARD INCORPORATED
-$437.1K
3,925
-7%
增持
CAT
CATERPILLAR INC
+$436.8K
2,449
+8%
增持
CMI
CUMMINS INC
+$431.0K
3,540
+23%
减持
ABT
ABBOTT LABORATORIES
-$425.3K
12,230
-9%
增持
SNY
SANOFI SA
+$386.0K
14,891
+118%
减持
—
TE CONNECTIVITY PLC
-$373.7K
8,536
-10%
减持
MS
MORGAN STANLEY
-$373.4K
6,682
-19%
减持
BLK
BLACKROCK INC
-$370.8K
3,356
-0%
减持
CVE
CENOVUS ENERGY INC
+$366.9K
123,892
-28%
增持
KYN
KAYNE ANDERSON ENERGY INFRST
+$366.8K
192,065
+0%
增持
INTU
INTUIT
-$366.7K
1,629
+1%
增持
SCHR
SCHWAB STRATEGIC TR
+$360.7K
78,024
+24%
增持
BDX
BECTON DICKINSON & CO
-$357.7K
19,260
+10%
增持
GOOGL
ALPHABET INC
-$351.1K
19,015
+2%
增持
CF
CF INDUSTRIES HOLD
+$350.9K
6,356
+4%
减持
LLY
ELI LILLY & CO
-$345.4K
1,128
-12%
清仓
IP
INTERNATIONAL PAPER CO
-$344.6K
0
-100%
建仓
—
AMCOR PLC
+$343.2K
8,634
增持
NFLX
NETFLIX INC.
+$338.1K
9,236
+57%
增持
NVO
NOVO-NORDISK A S
-$336.8K
50,343
+17%
增持
STEW
SRH TOTAL RETURN FUND INC
+$329.9K
50,831
+75%
减持
APH
AMPHENOL CORP
-$328.4K
14,169
-10%
建仓
MDU
MDU RES GROUP INC
+$326.3K
15,748
清仓
CHTR
CHARTER COMMUNICATIONS INC N
-$321.3K
0
-100%
减持
PGR
PROGRESSIVE CORP
-$317.7K
9,801
-1%
建仓
AVIG
AMERICAN CENTY ETF TR
+$313.9K
7,556
清仓
SONY
SONY GROUP CORP
-$313.6K
0
-100%
减持
LOW
LOWES COS INC
-$307.0K
13,576
-7%
清仓
OEF
ISHARES TR
-$300.4K
0
-100%
建仓
—
ASML HLDG NV
+$295.9K
224
增持
PHG
KONINKLIJKE PHILIPS N V
+$283.8K
98,970
+10%
建仓
XCXHX
MFS INVT GRADE MUN TR
+$282.4K
35,345
清仓
SE
SEA LTD
-$281.5K
0
-100%
减持
PAYX
PAYCHEX INC
-$280.2K
13,124
-1%
减持
RTX
RTX CORPORATION
-$279.1K
3,896
-31%
增持
PYPL
PAYPAL HLDGS INC
-$276.4K
28,670
+6%
增持
TSLA
TESLA INC
+$275.4K
1,342
+170%
建仓
MIDD
MIDDLEBY CORP
+$274.8K
2,073
减持
ABBV
ABBVIE INC
-$272.7K
12,474
-5%
建仓
VRT
VERTIV HOLDINGS CO
+$272.1K
1,086
增持
VGIT
VANGUARD SCOTTSDALE FDS
+$271.6K
198,157
+3%
减持
—
TOTALENERGIES SE
+$268.4K
10,621
-0%
减持
SPGI
S&P GLOBAL INC
-$266.7K
1,985
-7%
建仓
CRL
CHARLES RIV LABS INTL INC
+$259.6K
1,505
建仓
EQNR
EQUINOR ASA
+$257.4K
6,099
建仓
AKAM
AKAMAI TECHNOLOGIES INC
+$256.6K
2,234
建仓
VICI
VICI PPTYS INC
+$252.4K
9,238
减持
SHOP
SHOPIFY INC
-$251.3K
4,911
-5%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$247.7K
0
-100%
建仓
INTC
INTEL CORP
+$237.6K
5,383
清仓
ABVX
ABIVAX SA
-$235.1K
0
-100%
增持
AMGN
AMGEN INC
+$233.9K
2,461
+27%
建仓
SON
SONOCO PRODS CO
+$233.6K
4,318
清仓
BSX
BOSTON SCIENTIFIC CORP
-$231.9K
0
-100%
建仓
PFF
ISHARES TR
+$230.8K
7,611
建仓
—
QIAGEN NV
+$229.4K
5,728
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$227.6K
3,372
-4%
清仓
BXP
BXP INC
-$226.7K
0
-100%
减持
SHY
ISHARES TR
-$225.6K
3,439
-44%
清仓
O
REALTY INCOME CORP
-$224.6K
0
-100%
增持
FORM
FORMFACTOR INC
+$224.2K
5,363
+1%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$223.9K
8,222
建仓
BIO
BIO RAD LABS INC
+$223.8K
803
清仓
XLK
SELECT SECTOR SPDR TR
-$219.9K
0
-100%
减持
QCOM
QUALCOMM INC
-$219.6K
4,935
-1%
增持
HON
HONEYWELL INTL INC
+$217.7K
6,749
+1%
清仓
RYAAY
RYANAIR HOLDINGS PLC
-$215.1K
0
-100%
清仓
TIGR
UP FINTECH HLDG LTD
-$212.6K
0
-100%
建仓
WEX
WEX INC
+$211.5K
1,382
减持
NEE
NEXTERA ENERGY INC
+$210.8K
21,862
-4%
减持
—
UBS GROUP AG
-$210.6K
12,955
-16%
减持
BAC
BANK AMERICA CORP
-$206.5K
25,925
-3%
建仓
EMN
EASTMAN CHEM CO
+$206.3K
2,703
增持
SNOW
SNOWFLAKE INC
-$205.0K
3,138
+1%
清仓
—
ASCENDIS PHARMA A/S
-$204.3K
0
-100%
建仓
VV
VANGUARD INDEX FDS
+$204.1K
683
建仓
VDC
VANGUARD WORLD FD
+$203.3K
905
建仓
SBAC
SBA COMMUNICATIONS CORP
+$203.3K
1,181
增持
—
AERCAP HOLDINGS NV
+$198.5K
30,512
+10%
建仓
BSM
BLACK STONE MINERALS L P
+$198.1K
13,100
增持
MDLZ
MONDELEZ INTL INC
+$196.8K
14,931
+21%
增持
GNMA
ISHARES TR
+$189.7K
139,089
+4%
清仓
KVUE
KENVUE INC
-$188.5K
0
-100%
