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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 18
增持 42
减持 74
清仓 16
方向
标的
Δ市值
现股数(环比)
减持
FAUG
FIRST TR EXCHNG TRADED FD VI
-$7.7M
26,978
-87%
增持
VUG
VANGUARD INDEX FDS
+$7.1M
46,822
+54%
增持
KMI
KINDER MORGAN INC DEL
+$4.9M
274,344
+887%
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。
增持
IVV
ISHARES TR
+$3.8M
52,576
+11%
增持
DYNF
BLACKROCK ETF TRUST
+$3.3M
208,613
+44%
增持
NVDA
NVIDIA CORPORATION
+$3.3M
87,123
+951%
减持
VYM
VANGUARD WHITEHALL FDS
-$3.0M
258,706
-7%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$2.6M
70,953
+535%
建仓
—
AON PLC
+$2.1M
7,229
增持
AAPL
APPLE INC
+$2.1M
46,523
+3%
增持
QUAL
ISHARES TR
+$1.9M
44,917
+27%
增持
IYW
ISHARES TR
+$1.7M
35,898
+30%
减持
IXC
ISHARES TR
-$1.5M
5,843
-86%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
32,595
+41%
建仓
CLOA
BLACKROCK ETF TRUST II
+$1.4M
27,349
增持
EMXC
ISHARES INC
+$1.3M
67,782
+45%
清仓
GPN
GLOBAL PMTS INC
-$1.2M
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$1.2M
156,678
-27%
减持
PSX
PHILLIPS 66
-$1.2M
38,505
-5%
减持
USFR
WISDOMTREE TR
-$1.1M
151,995
-13%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$1.1M
52,110
-11%
减持
INTC
INTEL CORP
-$995.1K
69,985
-2%
清仓
FMB
FIRST TR EXCH TRADED FD III
-$994.5K
0
-100%
减持
IGRO
ISHARES TR
-$970.9K
59,147
-20%
减持
CMCSA
COMCAST CORP NEW
-$962.4K
141,593
-6%
减持
DGRW
WISDOMTREE TR
+$926.0K
700,674
-1%
增持
FQAL
FIDELITY COVINGTON TRUST
+$916.8K
195,978
+4%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$906.5K
309,426
-3%
清仓
XSOE
WISDOMTREE TR
-$902.2K
0
-100%
减持
DON
WISDOMTREE TR
-$878.7K
138,926
-8%
减持
LQDH
ISHARES U S ETF TR
-$846.6K
114,851
-6%
减持
BSCQ
INVESCO EXCH TRD SLF IDX FD
-$817.8K
108,506
-28%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$784.0K
48,865
-1%
建仓
FMAR
FIRST TR EXCHNG TRADED FD VI
+$779.1K
19,200
清仓
BSCR
INVESCO EXCH TRD SLF IDX FD
-$775.5K
0
-100%
增持
MSFT
MICROSOFT CORP
+$748.8K
19,539
+3%
增持
MBB
ISHARES TR
+$736.6K
46,951
+21%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$723.2K
223,388
-11%
减持
FLOT
ISHARES TR
-$716.0K
237,386
-6%
减持
DOCT
FIRST TR EXCHNG TRADED FD VI
-$710.0K
18,828
-51%
增持
GOOGL
ALPHABET INC
+$657.0K
16,391
+6%
清仓
JAAA
JANUS DETROIT STR TR
-$652.7K
0
-100%
减持
SBUX
STARBUCKS CORP
-$648.4K
39,272
-3%
增持
AVGO
BROADCOM INC
+$648.2K
921
+47%
增持
AGGY
WISDOMTREE TR
+$635.3K
50,869
+42%
减持
FLRN
SPDR SER TR
-$630.0K
210,549
-9%
减持
COP
CONOCOPHILLIPS
-$620.7K
23,961
-9%
增持
BINC
BLACKROCK ETF TRUST II
+$616.0K
40,480
+42%
减持
GPC
GENUINE PARTS CO
-$602.4K
26,353
-4%
减持
—
ISHARES TR
-$577.8K
9,166
-72%
减持
QCOM
QUALCOMM INC
+$575.6K
33,583
-7%
减持
TXN
TEXAS INSTRS INC
+$572.8K
35,324
-2%
增持
TLT
ISHARES TR
+$562.9K
33,815
+26%
减持
—
BLACKROCK INC
-$555.7K
6,946
-4%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$552.2K
64,951
-20%
建仓
IBDW
ISHARES TR
+$547.6K
26,987
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
-$519.6K
109,241
-14%
增持
AMZN
AMAZON COM INC
+$502.1K
22,688
+5%
建仓
TSPA
T ROWE PRICE ETF INC
+$499.5K
14,525
减持
DNOV
FIRST TR EXCHNG TRADED FD VI
-$491.3K
15,420
-45%
建仓
DELL
DELL TECHNOLOGIES INC
+$471.5K
3,419
建仓
IBDX
ISHARES TR
+$448.4K
18,256
增持
TIP
ISHARES TR
+$444.5K
13,640
+45%
减持
UPS
UNITED PARCEL SERVICE INC
-$431.5K
27,796
-2%
建仓
TLH
ISHARES TR
+$426.7K
4,155
减持
DES
WISDOMTREE TR
-$421.2K
99,006
-8%
减持
—
EATON CORP PLC
-$420.3K
29,789
-5%
减持
CVS
CVS HEALTH CORP
-$419.1K
16,542
-5%
增持
AVUV
AMERICAN CENTY ETF TR
+$413.5K
39,698
+18%
减持
GOOG
ALPHABET INC
+$401.4K
13,920
-2%
清仓
FOCT
FIRST TR EXCHNG TRADED FD VI
-$397.1K
0
-100%
建仓
DMAR
FIRST TR EXCHNG TRADED FD VI
+$396.0K
11,000
减持
ORCL
ORACLE CORP
+$395.5K
29,205
-2%
增持
ITOT
ISHARES TR
+$376.6K
108,078
+0%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$367.7K
133,840
-12%
减持
JNJ
JOHNSON & JOHNSON
-$366.8K
22,179
-3%
增持
SGOV
ISHARES TR
+$349.8K
22,911
+18%
增持
EMB
ISHARES TR
+$348.0K
16,002
+34%
减持
TROW
PRICE T ROWE GROUP INC
-$338.2K
35,941
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$325.1K
166,859
-3%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$314.7K
500,404
+2%
建仓
BSCS
INVESCO EXCH TRD SLF IDX FD
+$309.2K
15,500
清仓
GJUL
FIRST TR EXCHNG TRADED FD VI
-$306.4K
0
-100%
减持
WMT
WALMART INC
+$303.1K
43,373
-1%
清仓
EAGG
ISHARES TR
-$302.5K
0
-100%
减持
FNOV
FIRST TR EXCHNG TRADED FD VI
-$298.5K
4,460
-60%
建仓
PFFD
GLOBAL X FDS
+$298.4K
15,162
减持
LOW
LOWES COS INC
-$292.1K
6,695
-4%
减持
MA
MASTERCARD INCORPORATED
-$289.2K
4,226
-6%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$285.0K
196,861
+2%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$283.9K
60,544
-4%
增持
VTI
VANGUARD INDEX FDS
+$282.4K
33,255
+0%
减持
TRV
TRAVELERS COMPANIES INC
-$280.5K
7,786
-4%
建仓
TSLA
TESLA INC
+$280.5K
1,417
清仓
SHV
ISHARES TR
-$273.4K
0
-100%
增持
IVW
ISHARES TR
+$268.3K
8,355
+40%
减持
—
EXXON MOBIL CORP
-$261.4K
105,099
-1%
减持
MRK
MERCK & CO INC
-$259.5K
16,173
-6%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$254.0K
0
-100%
建仓
IEMG
ISHARES INC
+$244.2K
4,562
建仓
HPQ
HP INC
+$241.7K
6,901
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$241.4K
6,540
-1%
建仓
PANW
PALO ALTO NETWORKS INC
+$237.0K
699
建仓
—
ACCENTURE PLC IRELAND
+$233.0K
768
建仓
STZ
CONSTELLATION BRANDS INC
+$231.6K
900
减持
WM
WASTE MGMT INC DEL
-$228.6K
28,641
-4%
减持
AMGN
AMGEN INC
+$224.2K
11,928
-3%
减持
ADI
ANALOG DEVICES INC
+$219.8K
7,693
-1%
减持
O
REALTY INCOME CORP
-$217.8K
76,949
-3%
清仓
DLS
WISDOMTREE TR
-$217.7K
0
-100%
清仓
—
PIONEER NAT RES CO
-$216.7K
0
-100%
建仓
AFL
AFLAC INC
+$216.7K
2,426
减持
IGSB
ISHARES TR
-$214.7K
95,689
-4%
减持
—
UNILEVER PLC
+$213.9K
68,481
-3%
清仓
SYK
STRYKER CORPORATION
-$206.0K
0
-100%
清仓
KMX
CARMAX INC
-$205.1K
0
-100%
减持
NVS
NOVARTIS AG
+$203.9K
22,620
-1%
清仓
IMCV
ISHARES TR
-$203.9K
0
-100%
增持
COR
CENCORA INC
-$203.1K
11,807
+0%
增持
IFRA
ISHARES TR
+$201.0K
25,917
+26%
减持
SCHY
SCHWAB STRATEGIC TR
-$197.2K
39,706
-15%
减持
IQV
IQVIA HLDGS INC
-$195.5K
3,770
-4%
减持
—
MEDTRONIC PLC
-$192.3K
17,183
-3%
增持
HD
HOME DEPOT INC
-$183.5K
5,021
+1%
增持
OEF
ISHARES TR
+$183.5K
5,386
+7%
增持
LLY
ELI LILLY & CO
+$180.8K
986
+8%
减持
L
LOEWS CORP
-$179.1K
23,545
-5%
减持
DIS
DISNEY WALT CO
-$170.6K
5,365
-7%
增持
BYD
BOYD GAMING CORP
-$170.6K
14,109
+0%
减持
CSCO
CISCO SYS INC
-$169.7K
50,587
-2%
减持
DLN
WISDOMTREE TR
-$168.8K
20,787
-11%
减持
—
ARISTA NETWORKS INC
+$166.8K
3,711
-5%
减持
CTVA
CORTEVA INC
-$166.4K
25,086
-5%
清仓
F
FORD MTR CO DEL
-$166.2K
0
-100%
增持
BOXX
EA SERIES TRUST
+$165.6K
23,173
+6%
减持
MCK
MCKESSON CORP
+$159.8K
5,957
-4%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$154.9K
11,216
-22%
增持
PM
PHILIP MORRIS INTL INC
+$154.9K
15,505
+0%
减持
RSG
REPUBLIC SVCS INC
-$152.4K
36,358
-4%
增持
IBDV
ISHARES TR
+$147.9K
42,850
+20%
减持
XLE
SELECT SECTOR SPDR TR
-$146.1K
33,109
-1%
增持
AGG
ISHARES TR
+$143.6K
4,826
+45%
减持
OKE
ONEOK INC NEW
-$142.1K
17,897
-10%
增持
SUSC
ISHARES TR
+$142.0K
22,102
+41%
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$141.2K
35,951
-11%
减持
DEM
WISDOMTREE TR
-$136.5K
52,613
-9%
减持
PFE
PFIZER INC
-$135.7K
171,427
-4%
减持
PEP
PEPSICO INC
-$135.1K
12,907
-0%
增持
BAC
BANK AMERICA CORP
+$134.4K
53,824
+2%
增持
COST
COSTCO WHSL CORP NEW
+$133.3K
815
+7%
