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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 15
增持 51
减持 74
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
AGGY
WISDOMTREE TR
+$5.8M
179,537
+253%
增持
ITOT
ISHARES TR
+$3.6M
130,900
+21%
增持
IVV
ISHARES TR
+$3.2M
55,440
+5%
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
DGRW
WISDOMTREE TR
+$2.5M
687,248
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$2.2M
48,069
-2%
减持
FDL
FIRST TR MORNINGSTAR DIVID L
+$2.1M
529,134
-0%
增持
DYNF
BLACKROCK ETF TRUST
+$2.1M
239,934
+15%
增持
VUG
VANGUARD INDEX FDS
+$1.7M
50,103
+7%
减持
LQDH
ISHARES U S ETF TR
-$1.6M
97,885
-15%
减持
VYM
VANGUARD WHITEHALL FDS
+$1.5M
251,412
-3%
减持
INTC
INTEL CORP
-$1.5M
27,505
-61%
增持
VTV
VANGUARD INDEX FDS
+$1.5M
38,443
+18%
增持
QUAL
ISHARES TR
+$1.5M
50,999
+14%
增持
EMXC
ISHARES INC
+$1.4M
88,347
+30%
减持
TIP
ISHARES TR
-$1.2M
2,027
-85%
减持
BIL
SPDR SER TR
-$1.1M
257,912
-4%
减持
QCOM
QUALCOMM INC
-$1.1M
33,060
-2%
减持
TFLO
ISHARES TR
-$1.0M
415,660
-5%
减持
—
BLACKROCK INC
+$966.1K
6,777
-2%
增持
IYW
ISHARES TR
+$909.5K
41,631
+16%
建仓
DJUL
FIRST TR EXCHNG TRADED FD VI
+$904.2K
21,836
减持
LMT
LOCKHEED MARTIN CORP
+$838.6K
8,825
-5%
增持
IGRO
ISHARES TR
+$827.4K
64,538
+9%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$785.8K
299,390
-3%
建仓
SHY
ISHARES TR
+$726.9K
8,742
减持
AAPL
APPLE INC
+$724.2K
45,163
-3%
减持
O
REALTY INCOME CORP
+$711.5K
75,307
-2%
减持
ORCL
ORACLE CORP
+$709.1K
28,362
-3%
减持
SBUX
STARBUCKS CORP
+$699.1K
38,532
-2%
增持
MBB
ISHARES TR
+$676.8K
52,055
+11%
减持
USFR
WISDOMTREE TR
-$667.0K
138,986
-9%
减持
APD
AIR PRODS & CHEMS INC
+$653.6K
18,860
-2%
减持
LAMR
LAMAR ADVERTISING CO NEW
+$634.7K
58,919
-3%
增持
FAUG
FIRST TR EXCHNG TRADED FD VI
+$597.9K
39,062
+45%
减持
DUK
DUKE ENERGY CORP NEW
+$590.0K
47,126
-2%
减持
MCK
MCKESSON CORP
-$574.2K
5,875
-1%
减持
WMT
WALMART INC
+$564.8K
43,364
-0%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$562.3K
460,623
-8%
减持
—
UNILEVER PLC
+$524.2K
66,040
-4%
减持
VTI
VANGUARD INDEX FDS
+$510.5K
33,220
-0%
减持
PSX
PHILLIPS 66
-$501.5K
37,537
-3%
减持
—
DUPONT DE NEMOURS INC
-$499.0K
19,768
-30%
减持
KMI
KINDER MORGAN INC DEL
+$487.5K
268,841
-2%
减持
KO
COCA COLA CO
+$476.1K
72,161
-2%
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
-$469.9K
93,964
-14%
减持
SPTM
SPDR SER TR
+$469.6K
153,600
-1%
减持
BOXX
EA SERIES TRUST
-$464.8K
18,669
-19%
减持
WFC
WELLS FARGO CO NEW
-$464.3K
106,488
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$461.7K
50,360
-3%
清仓
GLPI
GAMING & LEISURE PPTYS INC
-$446.9K
0
-100%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$440.4K
18,993
+164%
减持
DON
WISDOMTREE TR
+$432.0K
135,528
-2%
减持
MO
ALTRIA GROUP INC
+$429.7K
93,929
-2%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$417.1K
52,780
-19%
减持
TROW
PRICE T ROWE GROUP INC
-$415.3K
34,233
-5%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$415.1K
113,806
-15%
增持
IFRA
ISHARES TR
+$407.6K
31,920
+23%
减持
AEM
AGNICO EAGLE MINES LTD
-$405.4K
23,169
-33%
增持
—
AON PLC
+$391.0K
7,264
+0%
增持
IGSB
ISHARES TR
+$384.8K
100,415
+5%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$374.3K
3,285
+61%
增持
FSEP
FIRST TR EXCHNG TRADED FD VI
+$370.9K
43,259
+20%
增持
HD
HOME DEPOT INC
+$369.7K
5,178
+3%
减持
JPM
JPMORGAN CHASE & CO.
+$365.0K
43,232
-0%
减持
VZ
VERIZON COMMUNICATIONS INC
+$360.2K
161,244
-3%
减持
WM
WASTE MGMT INC DEL
-$344.3K
27,775
-3%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$335.6K
145,378
-3%
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$330.1K
4,226
-62%
建仓
SBR
SABINE RTY TR
+$323.7K
5,255
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$320.6K
52,292
-26%
增持
BINC
BLACKROCK ETF TRUST II
+$319.6K
45,444
+12%
增持
AXP
AMERICAN EXPRESS CO
+$314.8K
6,910
+3%
增持
EFV
ISHARES TR
+$312.8K
13,203
+57%
减持
LOW
LOWES COS INC
+$301.4K
6,562
-2%
减持
META
META PLATFORMS INC
+$294.7K
6,240
-4%
清仓
IWM
ISHARES TR
-$287.7K
0
-100%
减持
DES
WISDOMTREE TR
+$286.1K
97,714
-1%
增持
SCHW
SCHWAB CHARLES CORP
-$282.1K
33,208
+1%
减持
AVUV
AMERICAN CENTY ETF TR
-$281.9K
34,183
-14%
增持
DAUG
FIRST TR EXCHNG TRADED FD VI
+$277.4K
13,996
+96%
增持
IUSB
ISHARES TR
+$276.3K
20,335
+35%
减持
FLRN
SPDR SER TR
-$274.4K
201,653
-4%
减持
PM
PHILIP MORRIS INTL INC
+$269.0K
15,157
-2%
增持
UNH
UNITEDHEALTH GROUP INC
+$268.3K
3,014
+3%
减持
JNJ
JOHNSON & JOHNSON
+$267.1K
21,651
-2%
减持
TXN
TEXAS INSTRS INC
+$260.1K
34,525
-2%
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$259.7K
5,019
清仓
DG
DOLLAR GEN CORP NEW
-$258.8K
0
-100%
建仓
SHW
SHERWIN WILLIAMS CO
+$255.7K
670
增持
GBIL
GOLDMAN SACHS ETF TR
+$245.7K
23,660
+11%
减持
MRK
MERCK & CO INC
-$245.2K
15,472
-4%
增持
MA
MASTERCARD INCORPORATED
+$245.1K
4,272
+1%
清仓
IEMG
ISHARES INC
-$244.2K
0
-100%
清仓
IXC
ISHARES TR
-$242.5K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INC
+$242.1K
489
建仓
TRP
TC ENERGY CORP
+$240.9K
5,066
减持
ABBV
ABBVIE INC
+$240.1K
11,017
-2%
增持
OEF
ISHARES TR
+$231.0K
5,978
+11%
清仓
—
ISHARES TR
-$227.9K
0
-100%
减持
GOOG
ALPHABET INC
-$226.5K
13,917
-0%
减持
CVX
CHEVRON CORP NEW
-$224.4K
17,212
-2%
清仓
LQD
ISHARES TR
-$224.0K
0
-100%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$221.3K
13,200
-31%
增持
EMB
ISHARES TR
+$220.3K
17,484
+9%
建仓
—
ARCH CAP GROUP LTD
+$218.4K
1,952
增持
SGOV
ISHARES TR
+$218.0K
25,073
+9%
建仓
APP
APPLOVIN CORP
+$217.4K
1,665
增持
RTX
RTX CORPORATION
+$216.6K
9,538
+2%
建仓
IMCV
ISHARES TR
+$216.2K
2,820
建仓
ROP
ROPER TECHNOLOGIES INC
+$213.7K
384
清仓
QRVO
QORVO INC
-$212.6K
0
-100%
清仓
BA
BOEING CO
-$211.5K
0
-100%
建仓
SCCO
SOUTHERN COPPER CORP
+$211.1K
1,825
建仓
SCHX
SCHWAB STRATEGIC TR
+$206.9K
3,050
建仓
PHM
PULTE GROUP INC
+$206.0K
1,436
减持
BNY
BANK NEW YORK MELLON CORP
+$205.2K
17,259
-0%
建仓
DLS
WISDOMTREE TR
+$202.2K
2,929
减持
TLT
ISHARES TR
-$199.0K
29,608
-12%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$196.5K
57,557
+0%
减持
CSCO
CISCO SYS INC
+$193.8K
48,801
-4%
清仓
—
HANESBRANDS INC
-$192.1K
0
-100%
增持
COP
CONOCOPHILLIPS
-$191.0K
24,218
+1%
减持
CMCSA
COMCAST CORP NEW
+$183.7K
137,144
-3%
增持
AVGO
BROADCOM INC
+$181.0K
9,619
+944%
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
-$180.7K
114,510
-7%
增持
IWB
ISHARES TR
+$179.0K
9,035
+1%
增持
FISV
FISERV INC
+$179.0K
5,259
+2%
减持
—
EATON CORP PLC
+$177.7K
28,718
-4%
增持
PGR
PROGRESSIVE CORP
+$177.1K
3,634
+1%
减持
XLF
SELECT SECTOR SPDR TR
+$173.8K
47,321
-1%
减持
CCI
CROWN CASTLE INC
-$171.6K
3,458
-42%
增持
SPEM
SPDR INDEX SHS FDS
+$166.0K
12,279
+36%
增持
NVDA
NVIDIA CORPORATION
-$161.8K
87,297
+0%
增持
—
ARISTA NETWORKS INC
+$158.3K
3,801
+2%
减持
OKE
ONEOK INC NEW
+$157.5K
17,743
-1%
增持
CAT
CATERPILLAR INC
+$154.3K
1,345
+21%
增持
SNY
SANOFI
+$148.6K
15,309
+1%
增持
AMZN
AMAZON COM INC
+$147.8K
24,324
+7%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$143.1K
67,878
-4%
减持
TRV
TRAVELERS COMPANIES INC
+$140.2K
7,361
-5%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$139.5K
11,868
+43%
增持
ISRG
INTUITIVE SURGICAL INC
+$137.7K
1,155
+20%
增持
SCHY
SCHWAB STRATEGIC TR
+$136.5K
40,977
+3%
减持
XLE
SELECT SECTOR SPDR TR
-$135.8K
32,825
-1%
减持
—
ISHARES TR
-$134.5K
101,694
-5%
增持
OMC
OMNICOM GROUP INC
+$132.1K
9,408
+0%
增持
ABT
ABBOTT LABS
+$131.1K
9,468
+4%
减持
IBDT
ISHARES TR
-$130.1K
30,508
-17%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$129.7K
7,292
+11%
增持
IVW
ISHARES TR
+$128.8K
9,420
+13%
