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Beacon Pointe顾问 · 13F 持仓分析
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Beacon Pointe顾问

Beacon Pointe Advisors, LLCNo.365 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$215.49亿
环比变动 Q1 2026
+$26.36亿+13.9%
持仓股票数
1868
新买入
209
加仓
763
减仓
797
清仓
124
持股不变
99
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VOO
3.75%3.43%$8.08亿117.6万股$6.48亿108.4万股+9.2万股+8.48%加仓
苹果AAPL
2.89%2.88%$6.24亿215.5万股$5.44亿214.3万股+1.3万股+0.59%加仓
英伟达NVDA
2.54%2.15%$5.48亿273.8万股$4.06亿232.7万股+41.1万股+17.67%加仓
IiShares安硕信托IVV
2.38%2.43%$5.13亿68.5万股$4.60亿70.4万股-1.9万股-2.75%减仓
G通用动力VTI
1.7%1.74%$3.66亿99.0万股$3.29亿102.6万股-3.7万股-3.59%减仓
V先锋领航·FTSEVEA
1.68%1.68%$3.61亿506.6万股$3.18亿497.0万股+9.6万股+1.94%加仓
V先锋领航指数基金VTV
1.53%1.37%$3.29亿150.8万股$2.58亿131.7万股+19.1万股+14.53%加仓
V先锋领航指数基金VUG
1.51%1.42%$3.26亿378.8万股$2.68亿61.4万股+317.4万股+516.94%加仓
微软MSFT
1.51%1.74%$3.26亿87.4万股$3.30亿89.1万股-1.7万股-1.88%减仓
DDimensional维度ETF信托DFAC
1.21%1.21%$2.61亿588.6万股$2.29亿590.1万股-1.5万股-0.25%减仓
V先锋领航·MIDVO
1.18%1.13%$2.54亿315.4万股$2.13亿74.2万股+241.2万股+324.99%加仓
雷诺士LII
1.11%1.02%$2.39亿41.8万股$1.94亿41.7万股+95股+0.02%加仓
S嘉信·USSCHX
1.07%1.05%$2.30亿781.3万股$1.99亿776.9万股+4.4万股+0.57%加仓
S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG
1.06%1.03%$2.28亿674.5万股$1.95亿670.1万股+4.4万股+0.65%加仓
谷歌AGOOGL
1.03%0.97%$2.21亿62.0万股$1.84亿64.0万股-2.1万股-3.24%减仓
V先锋领航·TOTALBND
1.03%1.01%$2.21亿301.0万股$1.91亿259.9万股+41.1万股+15.80%加仓
亚马逊AMZN
0.98%1.12%$2.11亿88.5万股$2.12亿102.0万股-13.5万股-13.23%减仓
SSPDR标普500 ETFSPY
0.93%0.93%$2.00亿26.8万股$1.76亿27.0万股-2,030股-0.75%减仓
伯克希尔哈撒韦BRK.B
0.89%0.9%$1.92亿38.4万股$1.71亿35.6万股+2.8万股+7.88%加仓
I景顺QQQ信托VOO
0.86%0.67%$1.85亿25.2万股$1.26亿21.9万股+3.3万股+14.89%加仓
IiShares安硕·RUSSELLIWF
0.84%0.79%$1.81亿146.0万股$1.50亿35.1万股+110.9万股+315.91%加仓
DDimensional维度ETF信托DFCF
0.76%0.83%$1.65亿389.7万股$1.57亿371.5万股+18.2万股+4.90%加仓
摩根大通JPM
0.72%0.72%$1.55亿47.5万股$1.36亿46.2万股+1.3万股+2.78%加仓
V先锋领航斯科茨代尔基金VONG
0.71%0.62%$1.52亿119.1万股$1.18亿107.3万股+11.7万股+10.93%加仓
DDimensional维度ETF信托DFAU
0.71%0.67%$1.52亿294.0万股$1.26亿280.1万股+13.8万股+4.94%加仓
IiShares安硕信托AGG
0.7%0.79%$1.51亿153.0万股$1.50亿151.1万股+1.8万股+1.21%加仓
博通AVGO
0.69%0.59%$1.48亿39.2万股$1.11亿35.8万股+3.4万股+9.37%加仓
A美国世纪ETF信托AVUS
0.67%0.64%$1.44亿112.6万股$1.21亿109.0万股+3.5万股+3.23%加仓
IiShares安硕·MSCIQUAL
0.64%0.35%$1.38亿62.7万股$6,694.1万34.9万股+27.8万股+79.74%加仓
IiShares安硕信托USMV
0.64%0.66%$1.37亿142.0万股$1.26亿135.6万股+6.3万股+4.67%加仓
S嘉信·U.S. LARGE-CAP VALUE ETFSCHV
0.63%0.62%$1.36亿391.8万股$1.18亿387.3万股+4.5万股+1.16%加仓
AMD超威AMD
0.59%0.26%$1.28亿22.0万股$4,927.8万24.2万股-2.2万股-9.04%减仓
IiShares安硕·COREIJR
0.59%0.58%$1.27亿85.4万股$1.10亿88.8万股-3.4万股-3.83%减仓
V先锋领航·TOTALBNDX
0.56%0.63%$1.21亿250.4万股$1.20亿249.0万股+1.3万股+0.54%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.55%0.43%$1.19亿50.1万股$8,147.7万37.9万股+12.3万股+32.35%加仓
AAlphabet Inc Class CGOOG
0.55%0.56%$1.18亿33.5万股$1.05亿36.7万股-3.2万股-8.72%减仓
V先锋领航·FSTEVWO
0.54%0.57%$1.16亿194.4万股$1.09亿200.8万股-6.4万股-3.19%减仓
VisaV
0.51%0.5%$1.10亿31.9万股$9,545.5万31.6万股+3,405股+1.08%加仓
IiShares安硕信托DGRO
0.51%0.52%$1.09亿144.2万股$9,785.9万139.4万股+4.7万股+3.40%加仓
IiShares安硕·COREIJH
0.5%0.51%$1.08亿139.7万股$9,712.3万143.8万股-4.1万股-2.88%减仓
DDimensional维度ETF信托DFIV
0.49%0.39%$1.06亿196.5万股$7,406.6万140.3万股+56.2万股+40.03%加仓
Meta平台META
0.49%0.82%$1.05亿18.7万股$1.56亿27.2万股-8.5万股-31.26%减仓
V先锋领航债券指数基金BSV
0.47%0.51%$1.02亿130.4万股$9,621.5万122.7万股+7.7万股+6.26%加仓
雪佛龙CVX
0.45%0.67%$9,713.9万58.6万股$1.27亿61.3万股-2.7万股-4.39%减仓
S嘉信·USSCHP
0.45%0.52%$9,681.3万365.3万股$9,812.0万368.7万股-3.4万股-0.92%减仓
卡特彼勒CAT
0.45%0.35%$9,655.2万9.1万股$6,658.5万9.4万股-3,299股-3.51%减仓
DDimensional维度ETF信托DFIC
0.45%0.49%$9,617.2万258.1万股$9,224.2万259.6万股-1.5万股-0.58%减仓
IiShares安硕信托IEFA
0.44%0.42%$9,536.5万98.7万股$7,944.5万87.8万股+11.0万股+12.52%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
0.44%0.44%$9,444.5万229.0万股$8,372.9万214.9万股+14.0万股+6.54%加仓
强生JNJ
0.43%0.47%$9,286.3万36.6万股$8,953.8万36.6万股-649股-0.18%减仓

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