13FBOX
Beta Wealth Group, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Beta Wealth Group, Inc.

No.6162 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.67亿
环比变动 Q1 2026
+$2,493.2万+10.3%
持仓股票数
114
新买入
7
加仓
61
减仓
36
清仓
5
持股不变
10
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
GGMO INTERNATIONAL QUALITY ETFQLTI
7.01%6.93%$1,869.2万69.1万股$1,674.8万67.1万股+2.1万股+3.11%加仓
PPIMCO太平洋投资管理ETFPYLD
6.87%7.13%$1,832.8万69.1万股$1,722.8万65.8万股+3.4万股+5.10%加仓
I景顺交易所交易基金信托SPVM
4.84%4.91%$1,291.0万17.3万股$1,185.9万17.2万股+1,360股+0.79%加仓
AAvantis·U SAVUV
4.42%4.4%$1,179.3万9.5万股$1,064.5万9.6万股-1,835股-1.90%减仓
IiShares安硕信托LQD
3.96%4.35%$1,054.7万9.7万股$1,051.2万9.6万股+254股+0.26%加仓
GGlobal X基金QYLD
3.67%3.73%$977.2万53.0万股$902.0万52.6万股+4,275股+0.81%加仓
FFIRST TRUST EMERGING MARKETS SMALL CAP ALPHADEX FUNDFEMS
3.6%3.67%$959.9万21.0万股$887.0万19.5万股+1.5万股+7.96%加仓
GGOLDMAN SACHS ETF TRGTPE
3.21%2.95%$856.0万13.8万股$713.9万14.0万股-1,291股-0.92%减仓
AADVISORS INNER CIRCLE FDLSVD
3.12%3.17%$832.6万24.1万股$766.1万26.2万股-2.0万股-7.83%减仓
DDIMENSIONAL EMERGING MARKETS EX CHINA CORE EQUITY ETFDEXC
3.02%2.76%$805.0万9.7万股$667.0万10.3万股-5,400股-5.25%减仓
AAvantis US Small Cap Value ETFAVDV
3.01%2.99%$802.3万7.8万股$722.5万7.2万股+5,508股+7.61%加仓
V先锋领航白厅基金VYMI
2.87%3.11%$766.1万7.8万股$752.3万8.0万股-1,814股-2.27%减仓
IISHARES EMERGING MARKETS DIVIDEND ETFDVYE
2.73%3.17%$727.9万22.6万股$766.4万22.3万股+2,931股+1.31%加仓
SSPDR标普500 ETFSPY
2.47%2.38%$657.7万8,808股$574.2万8,830股-22股-0.25%减仓
J摩根大通交易所交易基金JPRE
2.37%2.41%$630.7万12.1万股$581.5万12.1万股-99股-0.08%减仓
HHarbor Etf Trust Commodity All-Weather StrategyHGER
2.12%2.41%$565.1万19.3万股$583.4万18.8万股+4,501股+2.39%加仓
IiShares安硕·GLOBAL INFRASTRUCTURE ETFIGF
2.11%2.14%$563.1万8.5万股$517.4万7.7万股+7,328股+9.49%加仓
沃尔玛WMT
1.75%0.31%$467.2万4.1万股$75.9万6,105股+3.5万股+575.63%加仓
SSPDR DOW JONES INDUSTRIAL AVG INDUSTRIAL AVERAGEDIA
1.56%1.53%$416.9万7,980股$369.8万7,984股-4股-0.05%减仓
苹果AAPL
1.49%1.31%$396.9万1.4万股$316.5万1.2万股+1,245股+9.98%加仓
AAlphabet Inc Class CGOOG
1.48%1.33%$394.9万1.1万股$320.3万1.1万股+10股+0.09%加仓
PIMCO·DYNAMIC INCOMEPDI
1.4%1.61%$374.4万22.4万股$389.2万22.7万股-3,266股-1.44%减仓
S道富·EET SPDR BLOOMBERG HIGH YIELD BOND ETFJNK
1.23%1.34%$327.3万3.4万股$324.6万3.4万股+49股+0.14%加仓
IiShares安硕信托EMB
0.94%1.05%$250.3万2.6万股$254.6万2.7万股-1,159股-4.28%减仓
C资本集团股息价值CCBG
0.94%0.9%$250.0万5.1万股$217.7万5.1万股-464股-0.91%减仓
IiShares安硕·ESG AWARE US AGGREGATE BOND ETFEAGG
0.86%0.95%$228.9万4.8万股$228.7万4.8万股+195股+0.41%加仓
RRBB FD INCUSDX
0.81%0.91%$214.8万8.4万股$220.6万8.6万股-1,702股-1.98%减仓
PIMCO CORPORATE & INCOMEPTY
0.79%0.88%$210.3万17.5万股$213.1万17.7万股-1,944股-1.10%减仓
V先锋领航全球基金VSGX
0.74%0.71%$198.4万2.4万股$172.1万2.4万股+94股+0.39%加仓
G高盛ETF信托GINC
0.73%0.82%$195.1万3.3万股$197.9万4.0万股-7,102股-17.76%减仓
CCAPITAL CONSERVATIVE ECGCV
0.73%0.71%$193.5万5.9万股$172.3万5.9万股00.00%持仓不变
HHARBOR ETF TRUSTSIHY
0.71%0.82%$189.1万4.1万股$198.0万4.4万股-2,689股-6.09%减仓
JJPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETFJPIB
0.69%0.79%$183.7万3.8万股$191.1万4.0万股-1,969股-4.93%减仓
CCULLEN ENHANCED EQUITY INCOME ETFDIVP
0.68%0.81%$181.8万6.8万股$196.5万7.6万股-8,095股-10.69%减仓
CCAPITAL NEW GEOGRAPHYCGNG
0.68%0.66%$180.2万4.8万股$159.7万5.1万股-2,487股-4.92%减仓
英伟达NVDA
0.65%0.68%$173.2万8,657股$163.2万9,357股-700股-7.48%减仓
亚马逊AMZN
0.65%0.52%$172.7万7,248股$125.6万6,031股+1,217股+20.18%加仓
Q高通QCOM
0.64%0.47%$169.6万9,178股$114.3万8,877股+301股+3.39%加仓
微软MSFT
0.62%0.65%$165.6万4,439股$157.4万4,252股+187股+4.40%加仓
ServiceNowNOW
0.59%0.64%$156.4万1.6万股$155.3万1.5万股+895股+6.02%加仓
DDirexion股票ETF信托SOXL
0.5%$133.4万5,000股$00股+5,000股新买入
F第一信托交易所交易基金FMF
0.49%0.59%$131.0万2.6万股$141.5万2.8万股-1,806股-6.46%减仓
J摩根大通交易所交易基金JMUB
0.48%0.57%$127.8万2.5万股$138.1万2.8万股-2,389股-8.65%减仓
思科CSCO
0.44%0.31%$116.6万9,924股$74.7万9,626股+298股+3.10%加仓
IiShares安硕信托USMV
0.44%0.47%$116.0万1.2万股$113.1万1.2万股-173股-1.42%减仓
J摩根大通·ULTRA-SHORT INCOME ETFJPST
0.43%0.32%$115.6万2.3万股$77.0万1.5万股+7,632股+50.13%加仓
I景顺·ACTIVELY MANAGED EXCGSY
0.43%0.32%$115.4万2.3万股$77.5万1.5万股+7,559股+48.91%加仓
V先锋领航·SPECIALIZED FUNDSVIG
0.42%0.42%$110.8万4,683股$100.7万4,681股+2股+0.04%加仓
Arista网络ANET
0.41%0.31%$108.7万6,400股$76.1万6,200股+200股+3.23%加仓
TJXTJX
0.39%0.44%$103.1万6,804股$105.4万6,602股+202股+3.06%加仓

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