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BEACON FINANCIAL GROUP 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BEACON FINANCIAL GROUP
报告期 2026-03-31 · CIK 0001591379
持仓数
348
前50大市值合计
$631.4M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 23
增持 34
减持 73
清仓 20
方向
标的
Δ市值
现股数(环比)
建仓
FQAL
FIDELITY COVINGTON TRUST
+$11.1M
188,333
增持
IVV
ISHARES TR
+$6.9M
47,510
+26%
建仓
DYNF
BLACKROCK ETF TRUST
+$6.5M
145,370
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
ENB
ENBRIDGE INC
-$5.3M
51,351
-74%
减持
DNOV
FIRST TR EXCHNG TRADED FD VI
-$5.1M
27,975
-83%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$4.9M
317,742
+27%
减持
IVE
ISHARES TR
-$4.6M
5,917
-82%
清仓
—
SPIRIT RLTY CAP INC NEW
-$4.6M
0
-100%
建仓
LMT
LOCKHEED MARTIN CORP
+$4.4M
9,667
建仓
O
REALTY INCOME CORP
+$4.3M
79,155
增持
VUG
VANGUARD INDEX FDS
+$4.2M
30,353
+51%
增持
PFE
PFIZER INC
+$4.2M
177,737
+566%
减持
PFG
PRINCIPAL FINANCIAL GROUP IN
-$4.0M
5,061
-91%
建仓
VTV
VANGUARD INDEX FDS
+$3.8M
23,112
增持
CMCSA
COMCAST CORP NEW
+$3.3M
150,108
+103%
减持
NVDA
NVIDIA CORPORATION
+$3.1M
8,291
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$3.0M
4,685
-93%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.9M
49,135
-1%
建仓
BOXX
EA SERIES TRUST
+$2.3M
21,912
增持
EMXC
ISHARES INC
+$2.2M
46,676
+385%
减持
BIL
SPDR SER TR
-$2.0M
268,996
-8%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$2.0M
193,489
+30%
减持
—
EATON CORP PLC
+$1.8M
31,216
-6%
增持
ITOT
ISHARES TR
+$1.8M
108,073
+6%
增持
AVUV
AMERICAN CENTY ETF TR
+$1.7M
33,595
+112%
减持
USMV
ISHARES TR
-$1.6M
4,208
-83%
清仓
MGC
VANGUARD WORLD FD
-$1.6M
0
-100%
减持
TFLO
ISHARES TR
-$1.6M
433,850
-7%
建仓
BINC
BLACKROCK ETF TRUST II
+$1.5M
28,538
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$1.4M
490,318
+3%
减持
—
EXXON MOBIL CORP
+$1.3M
106,335
-4%
减持
VYM
VANGUARD WHITEHALL FDS
-$1.3M
278,404
-11%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$1.3M
529,942
-0%
增持
IYW
ISHARES TR
+$1.3M
27,531
+40%
清仓
MTUM
ISHARES TR
-$1.3M
0
-100%
增持
AGGY
WISDOMTREE TR
+$1.3M
35,714
+482%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.3M
14,380
-64%
减持
AAPL
APPLE INC
-$1.2M
45,075
-2%
建仓
SCHY
SCHWAB STRATEGIC TR
+$1.1M
46,704
减持
JPM
JPMORGAN CHASE & CO
+$1.1M
43,196
-3%
减持
XSOE
WISDOMTREE TR
-$1.1M
30,623
-56%
增持
AVUS
AMERICAN CENTY ETF TR
+$1.1M
19,899
+129%
减持
DGRW
WISDOMTREE TR
-$1.1M
705,625
-10%
减持
PSX
PHILLIPS 66
+$979.6K
40,464
-4%
减持
DES
WISDOMTREE TR
-$978.8K
107,260
-23%
增持
MBB
ISHARES TR
+$978.3K
38,671
+40%
减持
FLOT
ISHARES TR
-$929.6K
251,547
-8%
增持
QCOM
QUALCOMM INC
+$904.6K
36,111
+0%
减持
APD
AIR PRODS & CHEMS INC
-$843.4K
20,198
-4%
清仓
SPBO
SPDR SER TR
-$817.2K
0
-100%
减持
META
META PLATFORMS INC
+$815.1K
6,657
-3%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$813.3K
41,484
-29%
减持
MSFT
MICROSOFT CORP
+$793.0K
18,978
-1%
建仓
BSCR
INVESCO EXCH TRD SLF IDX FD
+$775.5K
40,200
减持
HYG
ISHARES TR
-$763.1K
4,539
-69%
增持
IXC
ISHARES TR
+$757.4K
41,510
+58%
减持
WM
WASTE MGMT INC DEL
+$756.8K
29,739
-5%
清仓
CAH
CARDINAL HEALTH INC
-$742.6K
0
-100%
减持
WFC
WELLS FARGO CO NEW
+$740.5K
113,160
-4%
减持
AMGN
AMGEN INC
-$735.2K
12,319
-16%
减持
RSG
REPUBLIC SVCS INC
+$697.1K
37,705
-5%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$678.7K
150,879
+31%
清仓
VLUE
ISHARES TR
-$663.0K
0
-100%
建仓
JAAA
JANUS DETROIT STR TR
+$652.7K
12,863
清仓
IJH
ISHARES TR
-$643.5K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
+$618.6K
171,743
-2%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$604.7K
165,707
-18%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$590.8K
58,261
-12%
清仓
BMO
BANK MONTREAL QUE
-$564.6K
0
-100%
减持
AMZN
AMAZON COM INC
+$560.8K
21,523
-2%
清仓
—
PHYSICIANS RLTY TR
-$549.9K
0
-100%
增持
—
INVESCO EXCH TRD SLF IDX FD
+$547.3K
215,043
+14%
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$522.1K
39,341
+106%
减持
INTC
INTEL CORP
-$517.3K
71,600
-2%
减持
ORCL
ORACLE CORP
+$516.6K
29,682
-3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$493.1K
5,908
-52%
减持
FLRN
SPDR SER TR
-$481.3K
231,121
-7%
减持
VTI
VANGUARD INDEX FDS
+$475.5K
33,142
-3%
清仓
IEMG
ISHARES INC
-$465.1K
0
-100%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$459.6K
251,425
-6%
建仓
GLPI
GAMING & LEISURE PPTYS INC
+$455.4K
9,884
减持
LAMR
LAMAR ADVERTISING CO NEW
+$450.4K
62,982
-5%
减持
QUAL
ISHARES TR
+$445.0K
35,292
-3%
建仓
PCAR
PACCAR INC
+$435.8K
3,518
清仓
BEN
FRANKLIN RESOURCES INC
-$432.8K
0
-100%
减持
TROW
PRICE T ROWE GROUP INC
+$423.9K
36,766
-2%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$416.1K
29,770
-25%
建仓
WHR
WHIRLPOOL CORP
+$415.9K
3,477
建仓
DOC
HEALTHPEAK PROPERTIES INC
+$380.8K
20,308
增持
TLT
ISHARES TR
+$377.9K
26,851
+23%
减持
MCK
MCKESSON CORP
+$359.5K
6,182
-3%
减持
MRK
MERCK & CO INC
+$344.5K
17,141
-3%
减持
DEM
WISDOMTREE TR
-$344.3K
57,724
-15%
建仓
NSC
NORFOLK SOUTHN CORP
+$342.5K
1,344
增持
IFRA
ISHARES TR
+$340.4K
20,540
+50%
减持
SBUX
STARBUCKS CORP
-$337.7K
40,548
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$335.0K
28,496
-2%
减持
—
ISHARES TR
-$334.6K
110,602
-12%
减持
COR
CENCORA INC
+$329.9K
11,784
-4%
清仓
IJR
ISHARES TR
-$329.1K
0
-100%
增持
IBDR
ISHARES TR
+$325.5K
40,067
+52%
减持
USFR
WISDOMTREE TR
-$324.2K
174,681
-4%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$322.6K
10,352
建仓
IWM
ISHARES TR
+$320.3K
1,523
增持
DEO
DIAGEO PLC
+$306.1K
4,045
+99%
建仓
EAGG
ISHARES TR
+$302.5K
6,428
增持
WMT
WALMART INC
+$301.7K
43,770
+196%
减持
BAC
BANK AMERICA CORP
-$298.0K
52,905
-23%
建仓
CAN
CANAAN INC
+$297.6K
195,809
减持
XLE
SELECT SECTOR SPDR TR
+$294.9K
33,513
-2%
清仓
DOW
DOW INC
-$292.1K
0
-100%
减持
GPC
GENUINE PARTS CO
+$278.0K
27,416
-4%
建仓
IBIT
ISHARES BITCOIN TR
+$277.4K
6,854
增持
—
ISHARES TR
+$276.6K
32,472
+52%
增持
IBDS
ISHARES TR
+$275.4K
34,149
+52%
增持
IBDT
ISHARES TR
+$274.3K
32,804
+52%
减持
DON
WISDOMTREE TR
-$272.8K
151,246
-10%
增持
IGRO
ISHARES TR
+$270.0K
73,595
+1%
清仓
FAF
FIRST AMERN FINL CORP
-$268.2K
0
-100%
清仓
GM
GENERAL MTRS CO
-$267.8K
0
-100%
增持
IBDU
ISHARES TR
+$267.6K
35,767
+50%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$262.7K
151,951
-8%
减持
CSCO
CISCO SYS INC
-$262.3K
51,555
-8%
减持
TRV
TRAVELERS COMPANIES INC
+$262.0K
8,098
-4%
减持
ABBV
ABBVIE INC
+$260.1K
11,142
-2%
减持
CTVA
CORTEVA INC
+$252.3K
26,349
-0%
清仓
TLH
ISHARES TR
-$250.4K
0
-100%
减持
COP
CONOCOPHILLIPS
+$243.5K
26,409
-2%
减持
SPTM
SPDR SER TR
+$240.6K
159,893
-7%
减持
NEAR
ISHARES U S ETF TR
-$240.0K
20,827
-18%
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
-$239.9K
127,020
-9%
增持
TIP
ISHARES TR
+$239.5K
9,422
+31%
减持
SUSC
ISHARES TR
-$236.4K
15,665
-39%
减持
AXP
AMERICAN EXPRESS CO
+$236.1K
6,794
-3%
建仓
NVO
NOVO-NORDISK A S
+$235.5K
1,834
清仓
—
ISHARES TR
-$235.0K
0
-100%
减持
IGSB
ISHARES TR
-$230.4K
99,800
-4%
清仓
TSLA
TESLA INC
-$226.7K
0
-100%
清仓
BIDU
BAIDU INC
-$225.6K
0
-100%
减持
SPY
SPDR S&P 500 ETF TR
-$224.4K
1,578
-29%
增持
IVW
ISHARES TR
+$223.5K
5,979
+60%
减持
MO
ALTRIA GROUP INC
+$223.0K
99,518
-3%
增持
IUSB
ISHARES TR
+$220.1K
13,569
+57%
减持
NVS
NOVARTIS AG
-$218.2K
22,787
-5%
增持
GNMA
ISHARES TR
+$217.1K
10,854
+89%
增持
IBDV
ISHARES TR
+$211.7K
35,661
+40%
建仓
HDV
ISHARES TR
+$207.2K
1,880
建仓
SYK
STRYKER CORPORATION
+$206.0K
576
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
-$205.5K
38,087
-15%
清仓
—
ISHARES TR
-$205.4K
0
-100%
