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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 22
增持 49
减持 66
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
MGC
VANGUARD WORLD FD
+$7.6M
56,875
+102%
增持
DYNF
BLACKROCK ETF TRUST
+$7.0M
404,818
+30%
减持
IYW
ISHARES TR
-$5.7M
10,219
-77%
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
BIDD
BLACKROCK ETF TRUST
-$5.5M
723,090
-23%
增持
BAI
BLACKROCK ETF TRUST
+$5.4M
268,183
+105%
建仓
SHLD
GLOBAL X FDS
+$4.5M
63,450
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.3M
286,372
+26%
增持
VUG
VANGUARD INDEX FDS
+$3.6M
54,371
+6%
增持
IAU
ISHARES GOLD TR
+$3.3M
99,354
+56%
增持
TFLO
ISHARES TR
+$3.2M
432,582
+17%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$3.2M
300,583
+22%
减持
AGGY
WISDOMTREE TR
-$2.7M
16,658
-79%
增持
VTV
VANGUARD INDEX FDS
+$2.7M
88,034
+14%
增持
AAPL
APPLE INC
+$2.5M
45,478
+3%
减持
NVDA
NVIDIA CORPORATION
+$2.4M
89,827
-1%
减持
BIL
SPDR SERIES TRUST
-$1.8M
228,322
-8%
建仓
UPBD
UPBOUND GROUP INC
+$1.8M
75,876
增持
ORCL
ORACLE CORP
+$1.7M
25,500
+1%
增持
IVV
ISHARES TR
+$1.6M
31,810
+0%
增持
GOOGL
ALPHABET INC
+$1.5M
20,383
+5%
增持
TLH
ISHARES TR
+$1.5M
73,239
+22%
减持
LQDH
ISHARES U S ETF TR
-$1.5M
53,117
-24%
减持
USFR
WISDOMTREE TR
-$1.4M
87,919
-24%
增持
MBB
ISHARES TR
+$1.3M
79,567
+20%
增持
THRO
BLACKROCK ETF TRUST
+$1.2M
206,666
+12%
增持
SFLR
INNOVATOR ETFS TRUST
+$974.8K
116,946
+21%
减持
TXN
TEXAS INSTRS INC
-$968.0K
29,864
-4%
减持
SHY
ISHARES TR
-$966.4K
96,795
-11%
建仓
BILS
SPDR SERIES TRUST
+$934.2K
9,387
增持
BINC
BLACKROCK ETF TRUST II
+$931.8K
91,171
+23%
增持
MSFT
MICROSOFT CORP
+$927.7K
21,057
+5%
增持
GOOG
ALPHABET INC
+$925.6K
13,523
+1%
减持
RSG
REPUBLIC SVCS INC
-$903.7K
27,583
-6%
增持
MTUM
ISHARES TR
+$887.7K
22,212
+11%
建仓
VOO
VANGUARD INDEX FDS
+$827.3K
1,351
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$793.3K
19,257
-49%
减持
JPM
JPMORGAN CHASE & CO.
+$776.6K
39,874
-2%
增持
AVGO
BROADCOM INC
+$733.8K
11,239
+4%
增持
TSLA
TESLA INC
+$728.7K
3,860
+24%
减持
KMI
KINDER MORGAN INC DEL
-$724.9K
205,610
-8%
增持
OKE
ONEOK INC NEW
+$702.1K
28,555
+69%
增持
FVD
FIRST TR EXCHANGE-TRADED FD
+$694.3K
415,957
+0%
减持
UCON
FIRST TR EXCHNG TRADED FD VI
-$686.2K
189,292
-14%
减持
VTI
VANGUARD INDEX FDS
+$674.2K
32,190
-1%
减持
DGRW
WISDOMTREE TR
+$642.4K
594,844
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$639.1K
46,821
-1%
建仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$576.9K
6,500
减持
KO
COCA COLA CO
-$570.5K
59,371
-7%
增持
EMB
ISHARES TR
+$562.7K
31,032
+20%
减持
HYLS
FIRST TR EXCHANGE-TRADED FD
-$561.8K
8,031
-63%
减持
AVUV
AMERICAN CENTY ETF TR
-$552.1K
16,720
-31%
减持
AEM
AGNICO EAGLE MINES LTD
+$551.0K
11,371
-1%
减持
ITOT
ISHARES TR
+$550.9K
121,847
-4%
减持
APD
AIR PRODS & CHEMS INC
-$541.2K
14,862
-9%
增持
ANET
ARISTA NETWORKS INC
+$530.5K
12,150
+0%
减持
UPS
UNITED PARCEL SERVICE INC
-$529.4K
24,617
-4%
减持
APP
APPLOVIN CORP
+$525.5K
1,756
-17%
减持
WM
WASTE MGMT INC DEL
-$519.6K
22,477
-6%
减持
JNJ
JOHNSON & JOHNSON
+$510.3K
17,594
-2%
增持
ABBV
ABBVIE INC
+$505.9K
10,504
+1%
减持
QUAL
ISHARES TR
+$491.4K
66,968
-2%
减持
DDEC
FIRST TR EXCHNG TRADED FD VI
-$490.6K
106,760
-14%
减持
DON
WISDOMTREE TR
-$483.3K
91,112
-13%
减持
FDL
FIRST TR EXCHANGE-TRADED FD
+$483.2K
494,482
-1%
减持
IGSB
ISHARES TR
-$467.7K
95,920
-9%
增持
BNDX
VANGUARD CHARLOTTE FDS
+$461.6K
104,248
+10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$451.6K
7,317
+4%
增持
IBDR
ISHARES TR
+$420.0K
70,755
+32%
减持
SBUX
STARBUCKS CORP
-$418.9K
30,869
-7%
建仓
FIDI
FIDELITY COVINGTON TRUST
+$413.9K
16,915
减持
FNV
FRANCO NEV CORP
+$407.1K
7,098
-1%
清仓
ROP
ROPER TECHNOLOGIES INC
-$401.3K
0
-100%
清仓
DMAR
FIRST TR EXCHNG TRADED FD VI
-$395.7K
0
-100%
减持
SPTM
SPDR SERIES TRUST
+$384.2K
131,186
-4%
减持
VZ
VERIZON COMMUNICATIONS INC
-$373.1K
122,877
-8%
清仓
—
PROSHARES TR
-$370.9K
0
-100%
减持
GD
GENERAL DYNAMICS CORP
+$358.3K
7,461
-0%
减持
FMAR
FIRST TR EXCHNG TRADED FD VI
-$350.7K
5,152
-61%
增持
IBDX
ISHARES TR
+$349.3K
43,516
+44%
增持
IBDU
ISHARES TR
+$345.9K
66,899
+27%
增持
BSCR
INVESCO EXCH TRD SLF IDX FD
+$344.7K
93,081
+23%
增持
BALT
INNOVATOR ETFS TRUST
+$342.7K
117,694
+7%
增持
HD
HOME DEPOT INC
+$342.7K
5,549
+7%
增持
IBDW
ISHARES TR
+$339.8K
63,462
+33%
增持
IBDV
ISHARES TR
+$337.7K
71,777
+26%
增持
IBDT
ISHARES TR
+$334.8K
68,738
+23%
增持
IBDS
ISHARES TR
+$332.6K
71,301
+23%
减持
PFE
PFIZER INC
-$328.1K
113,766
-15%
建仓
FMB
FIRST TR EXCH TRADED FD III
+$327.1K
6,451
建仓
VWOB
VANGUARD WHITEHALL FDS
+$325.3K
4,863
减持
FSIG
FIRST TR EXCHANGE-TRADED FD
-$323.4K
35,213
-33%
减持
BNY
BANK NEW YORK MELLON CORP
+$311.0K
17,440
-0%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$309.9K
0
-100%
增持
XLG
INVESCO EXCHANGE TRADED FD T
+$303.8K
14,942
+40%
建仓
BA
BOEING CO
+$293.3K
1,359
增持
SPYM
SPDR SERIES TRUST
+$293.2K
46,363
+1%
增持
AMZN
AMAZON COM INC
+$292.4K
33,761
+4%
减持
PM
PHILIP MORRIS INTL INC
-$292.0K
14,184
-0%
建仓
MU
MICRON TECHNOLOGY INC
+$289.0K
1,727
建仓
IEX
IDEX CORP
+$288.6K
1,773
减持
BLK
BLACKROCK INC
+$283.7K
5,348
-6%
减持
LAMR
LAMAR ADVERTISING CO NEW
-$281.4K
47,611
-5%
减持
CMCSA
COMCAST CORP NEW
-$280.0K
52,945
-3%
建仓
GLW
CORNING INC
+$267.1K
3,256
减持
EPS
WISDOMTREE TR
-$262.3K
38,866
-15%
减持
PSX
PHILLIPS 66
+$261.7K
27,839
-6%
减持
—
UNILEVER PLC
-$260.0K
65,860
-3%
减持
FQAL
FIDELITY COVINGTON TRUST
+$257.5K
151,529
-5%
减持
MO
ALTRIA GROUP INC
+$255.3K
76,667
-7%
减持
DAUG
FIRST TR EXCHNG TRADED FD VI
-$253.8K
7,264
-47%
清仓
FTSL
FIRST TR EXCHANGE-TRADED FD
-$253.2K
0
-100%
清仓
DHR
DANAHER CORPORATION
-$252.1K
0
-100%
建仓
SCCO
SOUTHERN COPPER CORP
+$245.8K
2,025
建仓
EBAY
EBAY INC.
+$242.6K
2,667
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$236.2K
4,752
+3%
减持
BYD
BOYD GAMING CORP
-$235.5K
5,703
-39%
减持
FISV
FISERV INC
-$234.5K
4,893
-3%
减持
—
EATON CORP PLC
-$227.3K
22,087
-7%
清仓
TGT
TARGET CORP
-$226.9K
0
-100%
清仓
PYPL
PAYPAL HLDGS INC
-$224.7K
0
-100%
增持
OEF
ISHARES TR
+$223.8K
6,968
+1%
建仓
WELL
WELLTOWER INC
+$222.7K
1,250
增持
RTX
RTX CORPORATION
+$222.6K
9,281
+2%
建仓
GLDM
WORLD GOLD TR
+$221.7K
2,900
清仓
CASS
CASS INFORMATION SYS INC
-$221.2K
0
-100%
建仓
MYCH
SSGA ACTIVE TR
+$220.8K
8,783
增持
RDVI
FIRST TR EXCHANGE-TRADED FD
+$217.6K
60,878
+11%
建仓
TJX
TJX COS INC NEW
+$214.4K
1,483
减持
FSEP
FIRST TR EXCHNG TRADED FD VI
-$213.9K
19,117
-22%
减持
GBIL
GOLDMAN SACHS ETF TR
-$213.7K
17,202
-11%
增持
BAC
BANK AMERICA CORP
+$213.2K
49,512
+0%
减持
VYM
VANGUARD WHITEHALL FDS
+$213.0K
209,630
-5%
减持
WMT
WALMART INC
+$209.9K
43,412
-0%
建仓
VXF
VANGUARD INDEX FDS
+$209.3K
1,000
清仓
LMBS
FIRST TR EXCHANGE-TRADED FD
-$208.2K
0
-100%
清仓
SYK
STRYKER CORPORATION
-$207.9K
0
-100%
减持
MCK
MCKESSON CORP
+$207.5K
5,493
-0%
建仓
VBK
VANGUARD INDEX FDS
+$204.8K
688
建仓
IEFA
ISHARES TR
+$203.2K
2,328
建仓
USB
US BANCORP DEL
+$203.2K
4,204
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$201.2K
0
-100%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$200.8K
119,776
-6%
清仓
WHR
WHIRLPOOL CORP
-$200.8K
0
-100%
增持
BSCQ
INVESCO EXCH TRD SLF IDX FD
+$199.5K
147,037
+7%
减持
V
VISA INC
-$197.8K
12,477
-1%
减持
DEM
WISDOMTREE TR
-$189.4K
30,559
-13%
减持
GPC
GENUINE PARTS CO
+$186.5K
21,206
-7%
减持
IWF
ISHARES TR
+$180.8K
4,415
-1%
减持
DFEB
FIRST TR EXCHNG TRADED FD VI
-$180.3K
86,574
-8%
减持
—
INVESCO EXCH TRD SLF IDX FD
-$177.7K
125,227
-6%
