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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 48
减持 71
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
BIDD
ISHARES INTERNATIONAL DD AT ETF
-$18.0M
77,631
-89%
增持
VTV
VANGUARD VALUE ETF
+$8.2M
128,741
+46%
减持
QUAL
ISHARES MSCI USA QLTY FACT ETF
-$7.5M
28,025
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。
-58%
增持
FNDF
SCHWAB FUNDAMNTL INTRNL EQT ETF
+$5.7M
207,130
+144%
增持
VWO
VANGUARD FTSE EMERGING MARKETS ETF
+$5.1M
382,916
+34%
清仓
—
UNILEVER PLC
-$3.9M
0
-100%
增持
MTUM
ISHARES MSCI USA MOMNTUM FCT ETF
+$3.9M
38,201
+72%
建仓
UL
UNILEVER PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS
+$3.5M
53,886
增持
BIL
ST STERT SPDR BLMBG 1 3 MN T BL ETF
+$3.1M
263,157
+15%
清仓
IGRO
ISHARES TR
-$2.8M
0
-100%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$2.6M
0
-100%
减持
ORCL
ORACLE CORP
-$2.4M
24,274
-5%
增持
DYNF
ISHS US EQTY FACTR ROTATN ACT ETF
+$2.2M
430,825
+6%
减持
TLH
ISHARES 10-20 YEAR TSURY BOND ETF
-$1.6M
58,409
-20%
减持
—
EATON CORP PLC F
-$1.6M
20,953
-5%
增持
GOOGL
ALPHABET INC CLASS CLASS A
+$1.6M
20,878
+2%
减持
QLTA
ISHARES AAA A RATED COR BOND ETF
-$1.4M
5,958
-83%
增持
MGC
VANGUARD MEGA CAP ETF
+$1.4M
60,734
+7%
减持
DGRW
WISDOMTREE US QLT DIV GRW ETF
-$1.2M
578,140
-3%
增持
VUG
VANGUARD GROWTH ETF
+$1.2M
55,904
+3%
减持
MSFT
MICROSOFT CORP
-$1.1M
20,317
-4%
增持
BSCS
INVESCO BULLETSHARS 2028 CORP BD ETF
+$1.1M
67,076
+333%
增持
IAU
ISHARES GOLD ETF
+$992.3K
101,297
+2%
减持
APD
AIR PRODS & CHEMS INC
-$875.3K
12,864
-13%
减持
MO
ALTRIA GROUP INC
-$869.1K
72,762
-5%
减持
GOOG
ALPHABET INC CLASS CLASS C
+$848.1K
13,199
-2%
减持
SHY
ISHARES 1-3 YEAR TREASRY BOND ETF
-$804.9K
87,241
-10%
减持
META
META PLATFORMS INC CLASS A
-$764.8K
6,560
-5%
增持
BAI
ISHARES AI INVATN AND TEC ACT ETF
+$761.9K
297,988
+11%
减持
CMCSA
COMCAST CORP NEW CLASS A
-$715.5K
31,717
-40%
减持
BLK
BLACKROCK INC NEW
-$715.1K
5,157
-4%
减持
RSG
REPUBLIC SVCS INC
-$672.6K
26,693
-3%
增持
BALT
INNOVATOR DEFINED WEALTH SHIELD ETF
+$655.2K
134,822
+15%
增持
CLOA
ISHARES AAA CLO ACTIVE ETF
+$638.6K
18,207
+212%
清仓
FISV
FISERV INC
-$630.8K
0
-100%
增持
THRO
ISHARES US THMATIC ROTATN ACT ETF
+$629.6K
219,242
+6%
增持
TFLO
ISHARES TREASURY FLOATING RATE B ETF
+$629.1K
446,163
+3%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD ETF
-$619.1K
201,563
-4%
增持
IVV
ISHARES CORE S&P 500 ETF
+$610.2K
31,975
+1%
减持
BSCQ
INVSC BULLETSHA 2026 CRP BND ETF IV
-$583.6K
117,112
-20%
减持
AAPL
APPLE INC
+$569.6K
44,691
-2%
清仓
PFFV
GLOBAL X FDS
-$554.5K
0
-100%
减持
ENB
ENBRIDGE INC F
-$547.1K
26,217
-27%
减持
TXN
TEXAS INSTRS INC
-$540.9K
28,508
-5%
增持
MBB
ISHARES MBS ETF
+$518.0K
84,948
+7%
减持
GPC
GENUINE PARTS CO
-$498.3K
19,851
-6%
减持
FQAL
FIDELITY QUALITY FACTOR ETF
-$497.7K
143,201
-5%
减持
O
REALTY INCOME CORP REIT
-$486.3K
57,769
-6%
减持
RBLX
ROBLOX CORP CLASS A
-$485.8K
7,491
-5%
减持
GBIL
GOLDMAN SACHS ACCES TREAS 0 1 YR ETF
-$477.3K
12,476
-27%
增持
UPBD
UPBOUND GROUP INC
-$459.8K
75,917
+0%
减持
WFC
WELLS FARGO & CO
+$455.4K
81,533
-4%
增持
BILS
ST SRT SPDR BLMBRG 3 12 MN T ETF IV
+$453.9K
13,990
+49%
减持
DUK
DUKE ENERGY CORP NEW
-$441.6K
37,659
-4%
增持
WMT
WALMART INC
+$440.3K
44,110
+2%
减持
KMI
KINDER MORGAN INC DEL
-$426.2K
196,241
-5%
减持
USFR
WISDOMTREE FLOATING RATE TREASRY ETF
-$415.5K
79,573
-9%
建仓
EMLC
VANECK J P MORGAN EM LCL CRY BND ETF
+$414.5K
16,055
清仓
ELV
ELEVANCE HEALTH INC FORMERLY
-$407.3K
0
-100%
增持
BINC
ISHARES FLEXIBLE INCME ACTIVE ETF
+$391.0K
99,393
+9%
减持
UCON
FIRST TRUST SMITH UNCON BOND ETF
-$384.5K
174,153
-8%
建仓
BNDW
VANGUARD TOTAL WORLD BOND ETF
+$381.9K
5,556
减持
HD
HOME DEPOT INC
-$379.0K
5,433
-2%
减持
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
-$366.3K
31,242
-10%
减持
AMGN
AMGEN INC
+$356.9K
9,449
-3%
增持
IYW
ISHARES US TECHNOLOGY ETF
+$349.9K
11,776
+15%
增持
MU
MICRON TECHNOLOGY INC
+$348.4K
2,233
+29%
减持
IGSB
ISHARES TR IS 1-5 YR IN GR CR BD ETF
-$343.9K
89,688
-6%
减持
ITOT
ISHARES TOTAL US STOCK MARKET ETF
-$338.2K
117,081
-4%
增持
VZ
VERIZON COMMUNICATIONS I
-$336.1K
124,341
+1%
减持
PSX
PHILLIPS 66
-$317.7K
26,883
-3%
清仓
DAUG
FIRST TR EXCHNG TRADED FD VI
-$316.9K
0
-100%
减持
FDL
FIRST TRUST MORNINGSTAR DIV LDRS ETF
+$316.3K
491,244
-1%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$313.4K
32,961
+11%
减持
FLOT
ISHARES FLOATING RATE BOND ETF
-$312.5K
48,677
-11%
减持
BSCR
INVSC BULLETSHR 2027 CRP BND ETF IV
-$308.2K
77,328
-17%
增持
EMB
ISHARES JPMORGAN USD MTS BOND ETF
+$301.0K
33,807
+9%
增持
LLY
ELI LILLY AND CO
+$298.3K
631
+27%
减持
FNV
FRANCO NEV CORP F
-$294.0K
6,215
-12%
减持
—
EXXON MOBIL CORP
+$292.0K
75,428
-3%
清仓
SAP
SAP SE
-$289.7K
0
-100%
减持
TROW
PRICE T ROWE GROUP INC
-$288.5K
20,989
-12%
建仓
SPMO
INVSC S P 500 MOMENTUM ETF
+$283.7K
2,378
减持
IBIT
ISHARES BITCOIN ETF
-$280.0K
15,121
-5%
减持
DON
WISDOMTREE US MIDCAP DIVIDEND ETF
-$277.2K
86,976
-5%
清仓
OXY
OCCIDENTAL PETE CORP
-$276.4K
0
-100%
减持
PSLV
SPROTT PHYSICAL SILVER E
+$276.3K
35,495
-1%
增持
NFLX
NETFLIX INC
-$275.6K
8,725
+857%
建仓
C
CITIGROUP INC
+$265.5K
2,275
清仓
MCD
MCDONALDS CORP
-$256.5K
0
-100%
减持
LQDH
ISHARES INTERST RATE HDG COR BND ETF
-$252.7K
50,522
-5%
增持
RDVI
FT VEST RISING DIV INCOME ETF
+$250.6K
69,523
+14%
减持
EMLP
FIRST TRUST NORTH AMERICAN ENERG ETF
-$250.5K
114,490
-4%
减持
PFE
PFIZER INC
-$249.7K
106,386
-6%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$245.0K
302,376
+1%
减持
UPS
UNITED PARCEL SVC INC CLASS CLASS B
+$239.8K
23,148
-6%
建仓
COF
CAPITAL ONE FINL CORP
+$238.3K
983
减持
OKE
ONEOK INC NEW
-$236.1K
25,136
-12%
建仓
AVEM
AVANTIS EMERGING MARKETS EQ ETF
+$231.2K
3,002
建仓
DHR
DANAHER CORP
+$230.1K
1,005
增持
ADI
ANALOG DEVICES INC
+$229.8K
7,736
+2%
减持
AXP
AMERICAN EXPRESS CO
+$229.5K
6,677
-1%
建仓
CLS
CELESTICA INC EQUITY F CLASS EQUITY
+$225.3K
762
增持
LRCX
LAM RESH CORP
+$225.2K
5,305
+4%
减持
WM
WASTE MGMT INC DEL
-$224.6K
21,569
-4%
减持
SBUX
STARBUCKS CORP
-$223.0K
28,364
-8%
减持
PG
PROCTER & GAMBLE CO
-$222.3K
7,670
-11%
建仓
TMO
THERMO FISHER SCIENTIFIC
+$221.3K
382
建仓
TGT
TARGET CORP EQUITY CLASS EQUITY
+$221.1K
2,262
清仓
MYCG
SSGA ACTIVE TR
-$220.8K
0
-100%
清仓
MYCH
SSGA ACTIVE TR
-$220.8K
0
-100%
减持
LMT
LOCKHEED MARTIN CORP
-$218.5K
6,162
-4%
减持
JNJ
JOHNSON & JOHNSON
+$215.9K
16,807
-4%
清仓
VNQ
VANGUARD INDEX FDS
-$213.8K
0
-100%
清仓
DSEP
FIRST TR EXCHNG TRADED FD VI
-$211.8K
0
-100%
减持
MCK
MCKESSON CORP
+$209.9K
5,429
-1%
增持
TSM
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS
+$207.4K
7,407
+1%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS CLASS B
+$206.9K
47,241
+1%
建仓
Q
QNITY ELECTRONICS INC
+$206.3K
2,527
建仓
CASS
CASS INFORMATION SYS INC
+$204.4K
4,924
清仓
IEFA
ISHARES TR
-$203.2K
0
-100%
建仓
GEV
GE VERNOVA INC
+$201.3K
308
增持
BAC
BANK OF AMERICA CORP
+$201.2K
50,101
+1%
建仓
IJH
ISHARES CORE S&P MID CAP ETF
+$200.4K
3,036
建仓
—
ACCENTURE PLC IRELAND F CLASS CLASS A
+$200.2K
746
减持
APP
APPLOVIN CORP CLASS A
-$193.8K
1,585
-10%
减持
CTVA
CORTEVA INC
-$189.8K
19,586
-12%
减持
FPEI
FIRST TRUST INSTITL PREF SEC INM ETF
-$187.5K
111,119
-8%
减持
SYY
SYSCO CORP
-$186.7K
9,037
-13%
减持
AMD
ADVANCED MICRO DEVIC
+$184.6K
3,698
-1%
减持
AEM
AGNICO EAGLE MINES LTD F
-$179.2K
10,249
-10%
增持
IBDX
ISHARES IBONDS DEC 2032 TM CRP ETF
+$169.9K
50,325
+16%
减持
NVS
NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS
+$169.9K
20,253
-1%
增持
ANET
ARISTA NETWORKS INC
-$168.8K
12,223
+1%
增持
ISRG
INTUITIVE SURGICAL INC
+$166.5K
1,109
+7%
增持
IBDV
ISHARES IBND DEC 2030 TRM CORP ETF
+$160.3K
79,301
+10%
增持
IBDW
ISHARES IBOND DEC 2031 TRM CRP ETF
+$160.0K
71,239
+12%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
-$159.7K
31,032
-4%
增持
IBDU
ISHARES IBONDS DEC 2029 TERM ETF
+$159.5K
73,901
+10%
减持
COST
COSTCO WHSL CORP NEW
-$157.9K
762
-13%
增持
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORA
+$154.0K
77,819
+9%
增持
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+$153.8K
77,308
+9%
增持
IBDT
ISHARES IBONDS DEC 2028 TERM ETF
+$153.8K
74,956
+9%
增持
USHY
ISHARES BROAD USD HG YLD CRP BND ETF
+$151.5K
16,370
+34%
增持
AVUV
AVANTIS US SMALL CAP VALUE ETF
+$150.6K
17,795
+6%
减持
L
LOEWS CORP
-$148.4K
16,046
-12%
减持
EOG
EOG RES INC
-$146.3K
6,332
-12%
减持
FPE
FIRST TRUST PREFERRED SEC INCOME ETF
-$145.4K
67,974
-10%
减持
HSY
HERSHEY CO
-$143.9K
3,224
-17%
增持
IVE
ISHARES S&P 500 VALUE ETF
+$140.7K
5,545
+11%
