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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 150 项建仓 24增持 35减持 78清仓 13

方向

标的

Δ市值

现股数(环比)

增持

SHY ISHARES TR

+$8.3M

111,665 +843%

减持

FLOT ISHARES TR

-$7.3M

72,496 -66%

增持

TLH ISHARES TR

+$5.1M

53,678 +1047%

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

FLRN SPDR SER TR

-$4.6M

24,148 -86%

减持

DGRW WISDOMTREE TR

-$3.8M

639,697 -6%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

+$3.8M

47,429 -0%

增持

VTV VANGUARD INDEX FDS

+$3.6M

61,883 +47%

建仓

MGC VANGUARD WORLD FD

+$3.5M

17,207

减持

TLT ISHARES TR

-$2.7M

2,698 -92%

建仓

SFLR INNOVATOR ETFS TRUST

+$2.4M

75,776

减持

IVV ISHARES TR

-$2.4M

55,490 -3%

减持

NVDA NVIDIA CORPORATION

-$2.3M

86,730 -0%

增持

IAU ISHARES GOLD TR

+$2.2M

63,308 +110%

增持

VWO VANGUARD INTL EQUITY INDEX F

+$2.2M

121,526 +60%

减持

— EATON CORP PLC

-$2.1M

25,036 -7%

减持

COR CENCORA INC

-$2.0M

1,970 -83%

增持

BALT INNOVATOR ETFS TRUST

+$1.8M

74,843 +318%

减持

VYM VANGUARD WHITEHALL FDS

-$1.6M

233,815 -6%

建仓

FNDF SCHWAB STRATEGIC TR

+$1.5M

42,381

减持

RDVY FIRST TR EXCHANGE TRADED FD

-$1.5M

274,793 -8%

减持

LQDH ISHARES U S ETF TR

-$1.2M

72,657 -15%

增持

QLTA ISHARES TR

+$1.2M

38,014 +211%

减持

SPTM SPDR SER TR

-$1.2M

136,312 -7%

增持

DYNF BLACKROCK ETF TRUST

+$1.2M

286,580 +15%

增持

QUAL ISHARES TR

+$1.2M

63,505 +17%

减持

IFRA ISHARES TR

-$1.2M

7,046 -78%

清仓

SCHY SCHWAB STRATEGIC TR

-$1.2M

0 -100%

减持

FQAL FIDELITY COVINGTON TRUST

-$1.1M

172,317 -7%

增持

VUG VANGUARD INDEX FDS

-$1.1M

52,818 +5%

建仓

SHYG ISHARES TR

+$1.1M

25,647

建仓

BSCR INVESCO EXCH TRD SLF IDX FD

+$1.0M

52,113

清仓

CLOA BLACKROCK ETF TRUST II

-$998.0K

0 -100%

建仓

RPG INVESCO EXCHANGE TRADED FD T

+$985.2K

25,757

减持

MSFT MICROSOFT CORP

-$979.7K

19,697 -1%

增持

AAPL APPLE INC

-$972.7K

44,357 +3%

减持

ITOT ISHARES TR

-$952.3K

134,190 -0%

减持

USFR WISDOMTREE TR

-$947.2K

115,316 -14%

减持

BLK BLACKROCK INC

-$937.0K

6,037 -7%

减持

ORCL ORACLE CORP

-$923.0K

25,864 -5%

增持

UCON FIRST TR EXCHNG TRADED FD VI

+$921.5K

242,616 +18%

减持

CGGR CAPITAL GROUP GROWTH ETF

-$914.8K

192,789 -5%

减持

FDL FIRST TR MORNINGSTAR DIVID L

+$912.3K

515,183 -3%

减持

LAMR LAMAR ADVERTISING CO NEW

-$908.4K

53,065 -7%

减持

EMXC ISHARES INC

-$897.8K

85,303 -15%

减持

VIG VANGUARD SPECIALIZED FUNDS

-$848.6K

42,015 -9%

减持

DON WISDOMTREE TR

-$846.2K

111,660 -11%

增持

EFA ISHARES TR

+$828.9K

15,856 +157%

减持

COP CONOCOPHILLIPS

-$827.4K

11,187 -45%

清仓

OMC OMNICOM GROUP INC

-$811.9K

0 -100%

减持

TROW PRICE T ROWE GROUP INC

-$801.0K

31,031 -4%

减持

LMT LOCKHEED MARTIN CORP

-$740.6K

7,907 -10%

减持

AVUV AMERICAN CENTY ETF TR

-$739.5K

31,453 -13%

减持

RSG REPUBLIC SVCS INC

+$737.9K

31,306 -8%

增持

BINC BLACKROCK ETF TRUST II

+$715.5K

66,716 +25%

减持

FSEP FIRST TR EXCHNG TRADED FD VI

-$690.8K

27,360 -35%

减持

VTI VANGUARD INDEX FDS

-$643.0K

32,421 -2%

减持

DEO DIAGEO PLC

-$637.3K

2,471 -65%

增持

AMZN AMAZON COM INC

+$627.7K

30,765 +29%

减持

FTSL FIRST TR EXCHANGE-TRADED FD

-$625.4K

6,067 -69%

减持

VB VANGUARD INDEX FDS

-$616.6K

5,233 -29%

减持

TXN TEXAS INSTRS INC

-$579.2K

32,404 -5%

减持

ANET ARISTA NETWORKS INC

-$573.3K

11,804 -12%

减持

DES WISDOMTREE TR

-$570.0K

80,612 -12%

减持

GOOG ALPHABET INC

-$569.7K

12,403 -5%

增持

AVGO BROADCOM INC

-$524.5K

9,745 +5%

减持

UPS UNITED PARCEL SERVICE INC

-$517.5K

27,463 -2%

增持

IGSB ISHARES TR

+$514.4K

109,981 +8%

增持

FNV FRANCO NEV CORP

+$512.6K

7,097 +38%

建仓

QFLR INNOVATOR ETFS TRUST

+$510.9K

18,914

增持

BOXX EA SERIES TRUST

+$500.7K

28,694 +17%

增持

V VISA INC

+$484.3K

12,213 +2%

减持

PM PHILIP MORRIS INTL INC

+$482.6K

14,363 -4%

减持

KMI KINDER MORGAN INC DEL

-$477.8K

238,246 -10%

增持

MTUM ISHARES TR

+$473.1K

18,899 +17%

减持

IWF ISHARES TR

-$472.8K

4,467 -14%

增持

IGM ISHARES TR

+$469.5K

9,288 +154%

减持

DLN WISDOMTREE TR

-$463.4K

13,075 -32%

减持

PFE PFIZER INC

-$458.5K

146,523 -7%

减持

MCK MCKESSON CORP

+$455.7K

5,581 -4%

减持

AEM AGNICO EAGLE MINES LTD

-$445.3K

11,483 -47%

建仓

IWX ISHARES TR

+$441.8K

5,376

减持

CSCO CISCO SYS INC

-$436.9K

37,508 -19%

增持

GOOGL ALPHABET INC

-$423.8K

18,394 +7%

减持

WM WASTE MGMT INC DEL

+$418.2K

25,455 -6%

减持

AMGN AMGEN INC

+$415.1K

10,880 -5%

减持

MRK MERCK & CO INC

-$406.8K

6,652 -34%

减持

APD AIR PRODS & CHEMS INC

-$403.8K

16,730 -9%

建仓

XLG INVESCO EXCHANGE TRADED FD T

+$402.7K

8,751

减持

— DUPONT DE NEMOURS INC

-$398.4K

12,991 -28%

建仓

EEM ISHARES TR

+$396.6K

9,076

增持

IYW ISHARES TR

-$393.5K

45,775 +7%

减持

DFEB FIRST TR EXCHNG TRADED FD VI

-$390.5K

100,197 -7%

减持

VZ VERIZON COMMUNICATIONS INC

+$390.3K

142,822 -6%

减持

KO COCA COLA CO

+$378.4K

67,609 -6%

建仓

DGRO ISHARES TR

+$370.5K

5,997

减持

FVD FIRST TR VALUE LINE DIVID IN

-$353.2K

421,511 -4%

清仓

WHR WHIRLPOOL CORP

-$351.8K

0 -100%

减持

JNJ JOHNSON & JOHNSON

+$347.4K

20,072 -3%

增持

BIL SPDR SER TR

+$345.5K

277,467 +1%

清仓

PCAR PACCAR INC

-$339.3K

0 -100%

增持

AGG ISHARES TR

+$338.3K

7,227 +86%

减持

BYD BOYD GAMING CORP

-$338.1K

9,312 -29%

减持

MO ALTRIA GROUP INC

+$333.5K

86,603 -7%

减持

DUK DUKE ENERGY CORP NEW

+$333.3K

43,934 -6%

减持

DSEP FIRST TR EXCHNG TRADED FD VI

-$325.4K

11,689 -40%

减持

IBIT ISHARES BITCOIN TRUST ETF

-$322.7K

16,206 -20%

清仓

STT STATE STR CORP

-$310.5K

0 -100%

清仓

NSC NORFOLK SOUTHN CORP

-$295.0K

0 -100%

增持

OEF ISHARES TR

+$290.5K

7,634 +24%

增持

— AON PLC

+$289.8K

7,168 +0%

增持

— UNILEVER PLC

+$289.0K

66,347 +3%

建仓

LQD ISHARES TR

+$283.9K

2,612

建仓

PLTR PALANTIR TECHNOLOGIES INC

+$283.6K

3,360

增持

EMB ISHARES TR

+$281.3K

23,216 +13%

减持

EPS WISDOMTREE TR

-$279.5K

45,993 -6%

建仓

IEMG ISHARES INC

+$278.3K

5,157

减持

WFC WELLS FARGO CO NEW

-$274.3K

95,440 -6%

增持

HSY HERSHEY CO

+$274.3K

3,749 +73%

减持

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$271.3K

6,923 -4%

清仓

WABC WESTAMERICA BANCORPORATION

-$261.8K

0 -100%

减持

DJAN FIRST TR EXCHNG TRADED FD VI

-$260.9K

82,520 -5%

减持

CAN CANAAN INC

-$259.4K

103,339 -39%

减持

LOW LOWES COS INC

-$253.1K

5,793 -11%

建仓

MDLZ MONDELEZ INTL INC

+$245.1K

3,612

减持

DEM WISDOMTREE TR

-$241.5K

40,028 -16%

增持

— MEDTRONIC PLC

+$240.7K

14,249 +9%

增持

HON HONEYWELL INTL INC

+$239.5K

3,759 +53%

减持

XDEC FIRST TR EXCHNG TRADED FD VI

-$238.2K

226,379 -1%

清仓

TRP TC ENERGY CORP

-$235.5K

0 -100%

减持

PFF ISHARES TR

-$233.9K

12,713 -36%

建仓

DIVB ISHARES TR

+$233.9K

4,821

减持

FAUG FIRST TR EXCHNG TRADED FD VI

-$233.8K

31,179 -12%

建仓

HDV ISHARES TR

+$230.5K

1,903

减持

BIDD BLACKROCK ETF TRUST

+$227.9K

822,236 -4%

建仓

MMM 3M CO

+$219.9K

1,498

减持

QCOM QUALCOMM INC

-$219.7K

31,351 -4%

建仓

GE GE AEROSPACE

+$219.3K

1,096

清仓

HPQ HP INC

-$218.9K

0 -100%

减持

BKNG BOOKING HOLDINGS INC

-$217.1K

285 -7%

建仓

SAP SAP SE

+$216.9K

808

减持

FPE FIRST TR EXCH TRADED FD III

-$213.5K

93,134 -11%

建仓

SLB SCHLUMBERGER LTD

+$209.9K

5,021

清仓

— ACCENTURE PLC IRELAND

-$209.7K

0 -100%

清仓

STZ CONSTELLATION BRANDS INC

-$205.3K

0 -100%

增持

EFV ISHARES TR

+$202.6K

11,683 +26%

增持

UGI UGI CORP NEW

+$202.5K

13,324 +58%

清仓

TJX TJX COS INC NEW

-$202.2K

0 -100%

建仓

CAH CARDINAL HEALTH INC

+$202.1K

1,467

建仓

ROP ROPER TECHNOLOGIES INC

+$201.6K

342

建仓

EUDG WISDOMTREE TR

+$201.1K

6,175