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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 20
增持 31
减持 82
清仓 17
方向
标的
Δ市值
现股数(环比)
建仓
BIDD
BLACKROCK ETF TRUST
+$21.1M
853,661
建仓
BLK
BLACKROCK INC
+$6.7M
6,488
清仓
—
BLACKROCK INC
-$6.4M
0
-100%
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
AGGY
WISDOMTREE TR
-$3.9M
96,650
-46%
减持
CMCSA
COMCAST CORP NEW
-$3.6M
57,718
-58%
建仓
MTUM
ISHARES TR
+$3.3M
16,175
增持
DDEC
FIRST TR EXCHNG TRADED FD VI
+$3.3M
133,910
+154%
清仓
—
ISHARES TR
-$2.4M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.4M
0
-100%
减持
DGRW
WISDOMTREE TR
-$2.3M
678,803
-1%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$1.8M
438,779
-5%
增持
IVV
ISHARES TR
+$1.6M
56,959
+3%
建仓
IAU
ISHARES GOLD TR
+$1.5M
30,173
建仓
ANET
ARISTA NETWORKS INC
+$1.5M
13,461
增持
VUG
VANGUARD INDEX FDS
+$1.5M
50,421
+1%
清仓
—
ARISTA NETWORKS INC
-$1.5M
0
-100%
建仓
BALI
BLACKROCK ETF TRUST
+$1.4M
47,769
增持
BIL
SPDR SER TR
+$1.4M
274,599
+6%
减持
KMI
KINDER MORGAN INC DEL
+$1.3M
265,508
-1%
减持
—
EXXON MOBIL CORP
-$1.2M
100,969
-2%
减持
LQDH
ISHARES U S ETF TR
-$1.2M
85,661
-12%
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.2M
152,241
-6%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$1.1M
202,256
+10%
减持
WFC
WELLS FARGO CO NEW
+$1.1M
101,451
-5%
减持
FLOT
ISHARES TR
-$1.1M
215,324
-9%
减持
JPM
JPMORGAN CHASE & CO.
+$1.1M
42,435
-2%
减持
NVDA
NVIDIA CORPORATION
+$1.1M
86,765
-1%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$975.3K
45,953
-9%
减持
PSX
PHILLIPS 66
-$971.8K
34,779
-7%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$925.3K
57,057
-3%
增持
DYNF
BLACKROCK ETF TRUST
+$906.3K
249,285
+4%
减持
LMT
LOCKHEED MARTIN CORP
-$885.9K
8,792
-0%
增持
ITOT
ISHARES TR
+$881.2K
134,698
+3%
减持
FLRN
SPDR SER TR
-$871.7K
174,074
-14%
减持
O
REALTY INCOME CORP
-$793.6K
74,562
-1%
减持
AMGN
AMGEN INC
-$763.2K
11,413
-2%
清仓
—
EQUITY COMWLTH
-$762.0K
0
-100%
减持
MRK
MERCK & CO INC
-$753.0K
10,092
-35%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
-$729.9K
533,217
+1%
减持
TXN
TEXAS INSTRS INC
-$729.6K
34,143
-1%
减持
KO
COCA COLA CO
-$721.7K
71,695
-1%
减持
AMZN
AMAZON COM INC
+$693.4K
23,819
-2%
减持
TFLO
ISHARES TR
-$673.0K
403,397
-3%
减持
PFE
PFIZER INC
-$669.2K
157,234
-6%
增持
BOXX
EA SERIES TRUST
+$664.8K
24,469
+31%
减持
LLY
ELI LILLY & CO
-$664.5K
428
-62%
增持
MBB
ISHARES TR
+$639.5K
61,375
+18%
减持
—
UNILEVER PLC
-$627.9K
64,586
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$624.3K
47,432
-1%
减持
GPC
GENUINE PARTS CO
-$617.6K
25,532
-1%
减持
IGRO
ISHARES TR
-$607.4K
61,896
-4%
减持
—
EATON CORP PLC
-$589.6K
26,904
-6%
减持
QCOM
QUALCOMM INC
-$586.4K
32,750
-1%
建仓
QLTA
ISHARES TR
+$572.2K
12,230
建仓
BALT
INNOVATOR ETFS TRUST
+$562.0K
17,886
减持
DON
WISDOMTREE TR
-$554.0K
125,085
-8%
减持
COP
CONOCOPHILLIPS
-$547.4K
20,190
-17%
减持
JNJ
JOHNSON & JOHNSON
-$527.5K
20,615
-5%
增持
QUAL
ISHARES TR
+$516.8K
54,250
+6%
增持
IYW
ISHARES TR
+$510.1K
42,767
+3%
减持
AVGO
BROADCOM INC
+$496.8K
9,300
-3%
建仓
EFA
ISHARES TR
+$467.0K
6,177
减持
IUSB
ISHARES TR
-$463.4K
10,947
-46%
减持
CLOA
BLACKROCK ETF TRUST II
-$461.7K
19,278
-31%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$459.6K
5,879
清仓
—
LAM RESEARCH CORP
-$435.0K
0
-100%
减持
VYM
VANGUARD WHITEHALL FDS
-$433.0K
249,220
-1%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$432.0K
206,216
-6%
增持
DEO
DIAGEO PLC
+$431.0K
7,050
+113%
增持
DSEP
FIRST TR EXCHNG TRADED FD VI
+$423.4K
19,464
+113%
清仓
CCI
CROWN CASTLE INC
-$410.2K
0
-100%
减持
NVS
NOVARTIS AG
-$408.3K
21,630
-1%
减持
DUK
DUKE ENERGY CORP NEW
-$408.2K
46,644
-1%
增持
VTV
VANGUARD INDEX FDS
+$407.3K
42,046
+9%
减持
INTC
INTEL CORP
-$403.4K
12,064
-56%
减持
V
VISA INC
+$397.5K
12,011
-3%
减持
MCK
MCKESSON CORP
+$395.7K
5,791
-1%
减持
CVS
CVS HEALTH CORP
-$395.5K
12,304
-18%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$395.1K
20,383
+7%
减持
FPEI
FIRST TR EXCH TRADED FD III
-$394.8K
133,716
-12%
减持
—
DUPONT DE NEMOURS INC
-$393.0K
17,948
-9%
建仓
LRCX
LAM RESEARCH CORP
+$392.3K
5,431
减持
—
MEDTRONIC PLC
-$376.3K
13,016
-17%
增持
IBDR
ISHARES TR
+$371.3K
48,275
+48%
建仓
HSY
HERSHEY CO
+$367.0K
2,167
减持
WMT
WALMART INC
+$361.5K
42,758
-1%
减持
DEM
WISDOMTREE TR
-$347.0K
47,565
-8%
增持
BINC
BLACKROCK ETF TRUST II
+$346.5K
53,424
+18%
清仓
—
ISHARES TR
-$344.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$334.5K
56,568
-2%
减持
GOOGL
ALPHABET INC
+$319.5K
17,265
-3%
减持
UNH
UNITEDHEALTH GROUP INC
-$317.1K
2,856
-5%
增持
IBDS
ISHARES TR
+$313.3K
48,646
+39%
减持
MSFT
MICROSOFT CORP
-$311.8K
19,867
-2%
减持
APP
APPLOVIN CORP
+$309.0K
1,474
-11%
减持
AAPL
APPLE INC
+$302.8K
43,077
-5%
减持
SBUX
STARBUCKS CORP
-$295.6K
37,927
-2%
减持
ORCL
ORACLE CORP
-$293.8K
27,239
-4%
建仓
CME
CME GROUP INC
+$292.1K
1,258
减持
WM
WASTE MGMT INC DEL
-$291.2K
27,132
-2%
减持
ELV
ELEVANCE HEALTH INC
-$290.7K
1,429
-9%
减持
FPE
FIRST TR EXCH TRADED FD III
-$290.5K
104,617
-12%
增持
TSLA
TESLA INC
+$290.3K
1,693
+13%
增持
DOCT
FIRST TR EXCHNG TRADED FD VI
+$290.2K
26,036
+38%
建仓
IGV
ISHARES TR
+$278.3K
2,780
减持
APD
AIR PRODS & CHEMS INC
-$277.5K
18,404
-2%
建仓
—
ASML HOLDING N V
+$275.8K
398
减持
EFV
ISHARES TR
-$273.5K
9,263
-30%
减持
SPTM
SPDR SER TR
-$272.9K
146,834
-4%
清仓
MDLZ
MONDELEZ INTL INC
-$268.4K
0
-100%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$263.2K
137,129
-9%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$257.8K
7,311
减持
PEP
PEPSICO INC
-$251.6K
12,623
-1%
减持
DJUL
FIRST TR EXCHNG TRADED FD VI
-$248.3K
15,624
-28%
减持
SCHW
SCHWAB CHARLES CORP
+$248.2K
32,434
-2%
增持
HON
HONEYWELL INTL INC
+$246.9K
2,464
+64%
建仓
AMAT
APPLIED MATLS INC
+$246.5K
1,516
减持
GBIL
GOLDMAN SACHS ETF TR
-$245.2K
21,294
-10%
增持
SHY
ISHARES TR
+$243.5K
11,837
+35%
增持
UPS
UNITED PARCEL SERVICE INC
-$242.8K
28,059
+1%
清仓
HDV
ISHARES TR
-$229.5K
0
-100%
减持
USFR
WISDOMTREE TR
-$228.8K
134,163
-3%
清仓
EUDG
WISDOMTREE TR
-$227.6K
0
-100%
清仓
TIP
ISHARES TR
-$223.9K
0
-100%
减持
DES
WISDOMTREE TR
-$223.8K
91,597
-6%
减持
ABBV
ABBVIE INC
-$222.1K
10,993
-0%
建仓
BA
BOEING CO
+$220.7K
1,247
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$220.1K
143,191
-2%
清仓
—
ARCH CAP GROUP LTD
-$218.4K
0
-100%
清仓
ROP
ROPER TECHNOLOGIES INC
-$213.7K
0
-100%
清仓
SCCO
SOUTHERN COPPER CORP
-$211.1K
0
-100%
减持
CI
THE CIGNA GROUP
-$206.9K
2,196
-6%
清仓
PHM
PULTE GROUP INC
-$206.0K
0
-100%
清仓
DLS
WISDOMTREE TR
-$202.2K
0
-100%
建仓
TJX
TJX COS INC NEW
+$202.2K
1,673
增持
AVUV
AMERICAN CENTY ETF TR
+$201.3K
36,064
+6%
减持
SNY
SANOFI
-$198.6K
14,176
-7%
增持
EMXC
ISHARES INC
+$198.3K
100,941
+14%
建仓
—
PROSHARES TR
+$196.7K
10,000
减持
RSG
REPUBLIC SVCS INC
-$193.9K
34,016
-3%
减持
DJAN
FIRST TR EXCHNG TRADED FD VI
-$192.8K
86,852
-8%
增持
IBDT
ISHARES TR
+$192.7K
39,020
+28%
增持
IBDX
ISHARES TR
+$191.9K
22,923
+59%
减持
IQV
IQVIA HLDGS INC
-$190.1K
3,604
-5%
减持
BAC
BANK AMERICA CORP
+$189.2K
53,286
-2%
减持
MA
MASTERCARD INCORPORATED
-$186.9K
3,651
-15%
增持
EMB
ISHARES TR
+$185.7K
20,461
+17%
增持
IBDW
ISHARES TR
+$185.5K
36,814
+39%
减持
GOOG
ALPHABET INC
+$180.6K
13,121
-6%
增持
IBDU
ISHARES TR
+$179.9K
42,844
+26%
