Beacon Pointe Wealth Advisors, LLC 13F 持仓 · 最近申报 2019年Q4
Beacon Pointe Wealth Advisors 在 2019年Q4（报告期截至 2019-12-31）的 SEC 13F 申报中报告了 271 只证券，申报市值合计 5.43 亿美元。前几大持仓：IVV（5.44%）、VOO（4.18%）、JPST（3.92%）。本季前 25 大持仓中：新建仓 3 只、增持 15 只、减持 7 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $29.6M | 5.44% | 91,459 | 减持 |
| 2 | VOO | VANGUARD INDEX FDS | $22.7M | 4.18% | 76,792 | 增持 |
| 3 | JPST | JP MORGAN EXCHANGE TRADED FD | $21.3M | 3.92% | 422,121 | 增持 |
| 4 | PULS | PGIM ETF TR | $17.3M | 3.18% | 345,010 | 增持 |
| 5 | IEFA | ISHARES TR | $16.7M | 3.08% | 256,038 | 增持 |
| 6 | IWF | ISHARES TR | $16.2M | 2.99% | 92,094 | 增持 |
| 7 | AAPL | APPLE INC | $15.9M | 2.93% | 54,089 | 增持 |
| 8 | VEA | VANGUARD TAX MANAGED INTL FD | $15.8M | 2.91% | 358,917 | 减持 |
| 9 | VXF | VANGUARD INDEX FDS | $15.2M | 2.79% | 120,377 | 减持 |
| 10 | IWB | ISHARES TR | $14.8M | 2.73% | 83,228 | 减持 |
| 11 | VYM | VANGUARD WHITEHALL FDS INC | $13.6M | 2.50% | 144,829 | 增持 |
| 12 | ACC | AMERICAN CAMPUS CMNTYS INC | $10.9M | 2.01% | 232,219 | 新建仓 |
| 13 | PPBI | PACIFIC PREMIER BANCORP | $10.2M | 1.88% | 313,553 | 新建仓 |
| 14 | IWV | ISHARES TR | $9.0M | 1.67% | 47,984 | 增持 |
| 15 | VWO | VANGUARD INTL EQUITY INDEX F | $8.9M | 1.64% | 200,197 | 增持 |
| 16 | IWD | ISHARES TR | $8.1M | 1.50% | 59,604 | 增持 |
| 17 | RSP | INVESCO EXCHANGE TRADED FD T | $7.8M | 1.43% | 67,226 | 减持 |
| 18 | VO | VANGUARD INDEX FDS | $7.5M | 1.39% | 42,386 | 增持 |
| 19 | VNQ | VANGUARD INDEX FDS | $7.1M | 1.30% | 76,181 | 增持 |
| 20 | IJH | ISHARES TR | $6.5M | 1.19% | 31,502 | 减持 |
| 21 | PHYS | SPROTT PHYSICAL GOLD TRUST | $6.4M | 1.18% | 527,847 | 减持 |
| 22 | TXN | TEXAS INSTRS INC | $5.8M | 1.06% | 44,844 | 增持 |
| 23 | BND | VANGUARD BD INDEX FD INC | $5.3M | 0.97% | 62,633 | 增持 |
| 24 | VTI | VANGUARD INDEX FDS | $5.2M | 0.95% | 31,469 | 增持 |
| 25 | SUB | ISHARES TR | $5.0M | 0.92% | 46,638 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2019-12-31
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