Beacon Pointe Advisors, LLC 13F 持仓 · 2026年Q2
Beacon Pointe Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 1,868 只证券，申报市值合计 215.48 亿美元。前几大持仓：VOO（3.75%）、AAPL（2.89%）、NVDA（2.54%）。本季前 25 大持仓中：增持 18 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | $807.8M | 3.75% | 1.2M | 增持 |
| 2 | AAPL | APPLE INC | $623.6M | 2.89% | 2.2M | 增持 |
| 3 | NVDA | NVIDIA CORPORATION | $547.9M | 2.54% | 2.7M | 增持 |
| 4 | IVV | ISHARES TR | $512.8M | 2.38% | 684,738 | 减持 |
| 5 | VTI | VANGUARD INDEX FDS | $366.2M | 1.70% | 989,592 | 减持 |
| 6 | VEA | VANGUARD TAX-MANAGED FDS | $361.0M | 1.68% | 5.1M | 增持 |
| 7 | VTV | VANGUARD INDEX FDS | $328.7M | 1.53% | 1.5M | 增持 |
| 8 | MSFT | MICROSOFT CORP | $326.1M | 1.51% | 874,315 | 减持 |
| 9 | VUG | VANGUARD INDEX FDS | $326.3M | 1.51% | 3.8M | 增持 |
| 10 | DFAC | DIMENSIONAL ETF TRUST | $261.1M | 1.21% | 5.9M | 减持 |
| 11 | VO | VANGUARD INDEX FDS | $254.1M | 1.18% | 3.2M | 增持 |
| 12 | LII | LENNOX INTL INC | $239.2M | 1.11% | 417,517 | 增持 |
| 13 | SCHX | SCHWAB STRATEGIC TR | $229.9M | 1.07% | 7.8M | 增持 |
| 14 | SCHG | SCHWAB STRATEGIC TR | $228.2M | 1.06% | 6.7M | 增持 |
| 15 | BND | VANGUARD BD INDEX FDS | $221.0M | 1.03% | 3.0M | 增持 |
| 16 | GOOGL | ALPHABET INC | $221.4M | 1.03% | 619,734 | 减持 |
| 17 | AMZN | AMAZON COM INC | $211.0M | 0.98% | 885,351 | 减持 |
| 18 | SPY | STATE STR SPDR S&P 500 ETF T | $200.3M | 0.93% | 268,192 | 减持 |
| 19 | BRKB | BERKSHIRE HATHAWAY INC DEL | $192.2M | 0.89% | 384,143 | 增持 |
| 20 | QQQ | INVESCO QQQ TR | $185.3M | 0.86% | 251,670 | 增持 |
| 21 | IWF | ISHARES TR | $181.3M | 0.84% | 1.5M | 增持 |
| 22 | DFCF | DIMENSIONAL ETF TRUST | $164.5M | 0.76% | 3.9M | 增持 |
| 23 | JPM | JPMORGAN CHASE & CO | $155.4M | 0.72% | 474,800 | 增持 |
| 24 | DFAU | DIMENSIONAL ETF TRUST | $152.0M | 0.71% | 2.9M | 增持 |
| 25 | VONG | VANGUARD SCOTTSDALE FDS | $152.2M | 0.71% | 1.2M | 增持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR