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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 17
增持 49
减持 70
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
IVV
ISHARES TR
-$11.5M
31,755
-43%
建仓
THRO
BLACKROCK ETF TRUST
+$6.6M
185,027
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$5.7M
226,793
+87%
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
NVDA
NVIDIA CORPORATION
+$5.0M
91,106
+5%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$4.7M
94,819
增持
BIDD
BLACKROCK ETF TRUST
+$4.5M
944,208
+15%
减持
EMXC
ISHARES INC
-$3.9M
12,459
-85%
建仓
BAI
BLACKROCK ETF TRUST
+$3.8M
130,833
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.4M
247,108
+28%
增持
VTV
VANGUARD INDEX FDS
+$3.0M
77,496
+25%
增持
DYNF
BLACKROCK ETF TRUST
+$3.0M
311,387
+9%
减持
VUG
VANGUARD INDEX FDS
+$2.9M
51,384
-3%
增持
MGC
VANGUARD WORLD FD
+$2.9M
28,137
+64%
减持
BIL
SPDR SERIES TRUST
-$2.7M
248,091
-11%
增持
MSFT
MICROSOFT CORP
+$2.6M
20,061
+2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$2.4M
47,141
-1%
减持
—
EXXON MOBIL CORP
-$2.1M
81,810
-11%
增持
FNDF
SCHWAB STRATEGIC TR
+$2.1M
90,096
+113%
减持
ORCL
ORACLE CORP
+$1.9M
25,227
-2%
减持
TFLO
ISHARES TR
-$1.8M
369,351
-9%
减持
—
EATON CORP PLC
+$1.7M
23,791
-5%
增持
QUAL
ISHARES TR
+$1.7M
68,559
+8%
减持
JPM
JPMORGAN CHASE & CO.
+$1.6M
40,705
-2%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
-$1.4M
501,128
-3%
增持
META
META PLATFORMS INC
+$1.3M
6,725
+7%
增持
AVGO
BROADCOM INC
+$1.3M
10,789
+11%
减持
IYW
ISHARES TR
+$1.3M
44,436
-3%
增持
AMZN
AMAZON COM INC
+$1.3M
32,456
+5%
减持
IGRO
ISHARES TR
-$1.2M
37,158
-35%
减持
DGRW
WISDOMTREE TR
+$1.2M
624,253
-2%
增持
BALT
INNOVATOR ETFS TRUST
+$1.2M
109,725
+47%
清仓
SHYG
ISHARES TR
-$1.1M
0
-100%
增持
MTUM
ISHARES TR
+$988.5K
20,009
+6%
增持
VTI
VANGUARD INDEX FDS
+$979.0K
32,539
+0%
减持
SPTM
SPDR SERIES TRUST
+$925.4K
136,146
-0%
增持
SFLR
INNOVATOR ETFS TRUST
+$860.2K
96,479
+27%
减持
ITOT
ISHARES TR
+$823.6K
127,341
-5%
减持
AAPL
APPLE INC
-$820.5K
44,024
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$818.4K
220,047
-6%
减持
LOW
LOWES COS INC
-$775.6K
2,594
-55%
减持
FLOT
ISHARES TR
-$761.8K
57,607
-21%
减持
VZ
VERIZON COMMUNICATIONS INC
-$704.9K
133,431
-7%
建仓
IGF
ISHARES TR
+$681.8K
11,518
减持
AGGY
WISDOMTREE TR
-$677.5K
79,635
-17%
建仓
EMR
EMERSON ELEC CO
+$642.0K
4,815
减持
TXN
TEXAS INSTRS INC
+$631.8K
31,090
-4%
减持
CVX
CHEVRON CORP NEW
-$611.6K
13,171
-12%
增持
BOXX
EA SERIES TRUST
+$606.4K
33,773
+18%
减持
—
DUPONT DE NEMOURS INC
-$603.4K
5,347
-59%
减持
JNJ
JOHNSON & JOHNSON
-$576.6K
18,017
-10%
增持
GOOGL
ALPHABET INC
+$567.5K
19,361
+5%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$550.6K
219,131
-10%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$537.1K
137,120
+25%
增持
UNH
UNITEDHEALTH GROUP INC
-$531.3K
2,646
+2%
减持
AVUV
AMERICAN CENTY ETF TR
-$525.5K
24,328
-23%
增持
BALI
BLACKROCK ETF TRUST
+$519.2K
59,402
+35%
增持
TLH
ISHARES TR
+$506.0K
59,794
+11%
减持
AMGN
AMGEN INC
-$491.8K
10,379
-5%
减持
PFE
PFIZER INC
-$486.1K
133,120
-9%
清仓
DJUL
FIRST TR EXCHNG TRADED FD VI
-$474.4K
0
-100%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$469.1K
75,825
+46%
减持
SBUX
STARBUCKS CORP
-$464.1K
33,072
-7%
减持
DUK
DUKE ENERGY CORP NEW
-$453.9K
41,566
-5%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$442.8K
7,029
+2%
清仓
IWX
ISHARES TR
-$441.8K
0
-100%
清仓
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$440.7K
0
-100%
减持
UPS
UNITED PARCEL SERVICE INC
-$435.0K
25,616
-7%
减持
RBLX
ROBLOX CORP
+$432.7K
9,442
-2%
减持
WMT
WALMART INC
+$430.5K
43,609
-0%
增持
GOOG
ALPHABET INC
+$430.3K
13,349
+8%
增持
BINC
BLACKROCK ETF TRUST II
+$427.6K
74,227
+11%
增持
TSLA
TESLA INC
+$424.7K
3,110
+43%
增持
XLF
SELECT SECTOR SPDR TR
+$419.3K
48,786
+14%
增持
MBB
ISHARES TR
+$417.8K
66,440
+7%
增持
NFLX
NETFLIX INC
+$415.5K
900
+6%
减持
SCHW
SCHWAB CHARLES CORP
+$413.5K
32,240
-0%
减持
WM
WASTE MGMT INC DEL
-$409.9K
23,963
-6%
清仓
—
PROSHARES TR
-$391.6K
0
-100%
减持
MO
ALTRIA GROUP INC
-$388.6K
82,028
-5%
建仓
—
PROSHARES TR
+$370.9K
22,080
清仓
DGRO
ISHARES TR
-$370.5K
0
-100%
减持
OKE
ONEOK INC NEW
-$366.0K
16,925
-4%
增持
IBDT
ISHARES TR
+$360.3K
55,838
+33%
减持
PSX
PHILLIPS 66
-$359.7K
29,547
-6%
减持
WFC
WELLS FARGO CO NEW
+$359.6K
90,005
-6%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$348.3K
1,280
-47%
减持
RSG
REPUBLIC SVCS INC
-$347.7K
29,332
-6%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$347.0K
4,626
+38%
减持
APD
AIR PRODS & CHEMS INC
-$339.7K
16,288
-3%
减持
KO
COCA COLA CO
-$334.2K
63,718
-6%
清仓
FJAN
FIRST TR EXCHNG TRADED FD VI
-$332.4K
0
-100%
减持
RDVY
FIRST TR EXCHANGE TRADED FD
+$328.6K
261,635
-5%
减持
AXP
AMERICAN EXPRESS CO
+$328.4K
6,737
-0%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$325.5K
53,775
-0%
增持
ANET
ARISTA NETWORKS INC
+$325.3K
12,119
+3%
减持
PM
PHILIP MORRIS INTL INC
+$312.8K
14,235
-1%
减持
XDEC
FIRST TR EXCHNG TRADED FD VI
+$303.8K
222,313
-2%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$299.9K
127,621
-6%
减持
TROW
PRICE T ROWE GROUP INC
-$299.3K
26,440
-15%
建仓
XLU
SELECT SECTOR SPDR TR
+$299.2K
3,664
增持
—
AON PLC
-$294.1K
7,194
+0%
增持
EMB
ISHARES TR
+$288.1K
25,817
+11%
减持
O
REALTY INCOME CORP
-$285.1K
65,641
-6%
减持
DON
WISDOMTREE TR
-$280.9K
104,718
-6%
增持
RPG
INVESCO EXCHANGE TRADED FD T
+$280.7K
27,657
+7%
减持
MCK
MCKESSON CORP
+$280.1K
5,508
-1%
建仓
CLOA
BLACKROCK ETF TRUST II
+$278.6K
5,367
减持
LQDH
ISHARES U S ETF TR
-$278.2K
69,544
-4%
减持
XLE
SELECT SECTOR SPDR TR
-$276.3K
30,486
-0%
减持
IWF
ISHARES TR
+$274.3K
4,445
-0%
增持
SYY
SYSCO CORP
+$273.7K
9,955
+56%
增持
QQQ
INVESCO QQQ TR
+$270.2K
1,526
+25%
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$268.0K
0
-100%
建仓
HUBB
HUBBELL INC
+$261.8K
641
清仓
DEO
DIAGEO PLC
-$258.9K
0
-100%
减持
FVD
FIRST TR EXCHANGE-TRADED FD
-$255.6K
414,756
-2%
减持
FPE
FIRST TR EXCH TRADED FD III
-$254.8K
77,718
-17%
减持
KMI
KINDER MORGAN INC DEL
-$251.4K
222,644
-7%
减持
CTVA
CORTEVA INC
+$250.7K
22,324
-1%
清仓
MDLZ
MONDELEZ INTL INC
-$245.1K
0
-100%
增持
QFLR
INNOVATOR ETFS TRUST
+$242.6K
25,251
+34%
增持
IAU
ISHARES GOLD TR
+$241.8K
63,734
+1%
减持
SHY
ISHARES TR
-$241.5K
108,575
-3%
减持
PEP
PEPSICO INC
-$240.9K
11,455
-2%
增持
EFV
ISHARES TR
+$239.5K
14,621
+25%
减持
ADI
ANALOG DEVICES INC
+$238.3K
7,612
-2%
减持
BLK
BLACKROCK INC
+$237.4K
5,672
-6%
清仓
DIVB
ISHARES TR
-$233.9K
0
-100%
建仓
XTEN
BONDBLOXX ETF TRUST
+$230.4K
4,991
增持
GD
GENERAL DYNAMICS CORP
+$227.4K
7,495
+4%
建仓
STT
STATE STR CORP
+$225.9K
2,124
建仓
PYPL
PAYPAL HLDGS INC
+$224.7K
3,023
清仓
BA
BOEING CO
-$223.4K
0
-100%
增持
GNMA
ISHARES TR
+$220.5K
14,679
+52%
建仓
DLS
WISDOMTREE TR
+$220.0K
2,929
增持
AMD
ADVANCED MICRO DEVICES INC
+$218.9K
3,714
+24%
增持
ABBV
ABBVIE INC
-$218.7K
10,377
+1%
减持
EPS
WISDOMTREE TR
+$215.2K
45,957
-0%
减持
CSCO
CISCO SYS INC
+$214.0K
36,446
-3%
增持
—
UNILEVER PLC
+$213.2K
68,076
+3%
减持
IBIT
ISHARES BITCOIN TRUST ETF
+$212.1K
15,858
-2%
清仓
SLB
SCHLUMBERGER LTD
-$209.9K
0
-100%
增持
FISV
FISERV INC
-$209.4K
5,019
+3%
建仓
SYK
STRYKER CORPORATION
+$207.9K
526
减持
IGSB
ISHARES TR
-$205.3K
105,276
-4%
建仓
NSC
NORFOLK SOUTHN CORP
+$201.7K
788
清仓
USB
US BANCORP DEL
-$201.6K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$201.2K
395
增持
IBDV
ISHARES TR
+$201.0K
56,969
+18%
建仓
WHR
WHIRLPOOL CORP
+$200.8K
1,980
