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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 19
增持 44
减持 69
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
MGC
VANGUARD MEGA CAP INDEX FUND ETF SHARES
-$14.8M
1,776
-97%
建仓
CORO
ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF
+$11.5M
357,683
建仓
BLCR
ISHARES LARGE CAP CORE ACTIVE ETF
+$8.8M
214,494
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。
建仓
GOVT
ISHARES U.S. TREASURY BOND ETF
+$7.3M
319,532
建仓
ICSH
ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
+$7.1M
140,119
减持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$6.5M
8,664
-90%
建仓
JAAA
JANUS HENDERSON AAA CLO ETF
+$5.0M
99,093
减持
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
-$4.7M
369,576
-14%
减持
VWO
VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES
-$4.6M
295,599
-23%
增持
BOXX
ALPHA ARCHITECT 1-3 MONTH BOX ETF
+$4.4M
69,055
+121%
减持
LQDH
ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF
-$4.3M
3,984
-92%
减持
IAU
ISHARES GOLD TRUST
-$4.3M
44,755
-56%
减持
IGSB
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
-$4.1M
11,698
-87%
增持
IVV
ISHARES CORE S&P 500 ETF
+$4.1M
39,783
+24%
增持
GBIL
GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF
+$3.6M
48,730
+291%
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$3.5M
246,293
-19%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$3.4M
26,771
+1120%
减持
—
EXXON MOBIL CORP
+$3.3M
73,227
-3%
建仓
—
CHUBB LTD F
+$3.3M
10,151
减持
EMB
ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF
-$3.0M
3,145
-91%
减持
VZ
VERIZON COMMUNICATIONS I
-$2.9M
42,162
-66%
减持
VYM
VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES
-$2.9M
175,685
-13%
建仓
CSHP
ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF
+$2.9M
28,814
增持
AVGO
BROADCOM INC
+$2.8M
21,190
+93%
增持
SHLD
GLOBAL X DEFENSE TECH ETF
+$2.7M
102,549
+45%
减持
DDEC
FT VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBER
-$2.5M
46,866
-54%
增持
V
VISA INC CLASS CLASS A
+$2.5M
22,501
+84%
减持
MSFT
MICROSOFT CORP
-$2.4M
20,150
-1%
减持
MO
ALTRIA GROUP INC
-$2.2M
30,124
-59%
减持
FDL
FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND
+$2.2M
471,986
-4%
减持
TROW
PRICE T ROWE GROUP INC
-$1.8M
3,373
-84%
减持
VTV
VANGUARD VALUE INDEX FUND ETF SHARES
-$1.8M
116,133
-10%
增持
TLH
ISHARES 10-20 YEAR TREASURY BOND ETF
+$1.8M
76,420
+31%
减持
UCON
FIRST TRUST SMITH UNCONSTRAINED PLUS BOND ETF
-$1.6M
113,083
-35%
减持
AMZN
AMAZON.COM INC
-$1.4M
28,638
-10%
减持
QCOM
QUALCOMM INC
-$1.3M
24,421
-7%
减持
WFC
WELLS FARGO & CO
-$1.3M
78,733
-3%
减持
PSX
PHILLIPS 66
+$1.3M
26,009
-3%
减持
JPM
JPMORGAN CHASE & CO
-$1.2M
38,248
-1%
减持
DGRW
WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND
-$1.2M
574,692
-1%
减持
NVDA
NVIDIA CORP
-$1.2M
89,355
-1%
减持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
-$1.2M
249,666
-5%
减持
AAPL
APPLE INC
-$1.2M
43,319
-3%
增持
VUG
VANGUARD GROWTH INDEX FUND ETF SHARES
-$1.1M
59,931
+7%
减持
UPS
UNITED PARCEL SVC INC CLASS CLASS B
-$1.1M
12,282
-47%
建仓
NEE
NEXTERA ENERGY INC
+$1.1M
11,371
增持
ORCL
ORACLE CORP
-$1.0M
25,240
+4%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$928.5K
42,094
+28%
减持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$788.9K
56,415
-5%
减持
BLK
BLACKROCK INC NEW
-$787.2K
4,921
-5%
增持
BRK/B
BERKSHIRE HATHAWAY CLASS B
-$747.4K
47,993
+2%
减持
KMI
KINDER MORGAN INC DEL
+$744.7K
183,101
-7%
减持
FQAL
FIDELITY QUALITY FACTOR ETF
-$677.4K
139,768
-2%
减持
FNDF
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF
+$652.9K
204,727
-1%
减持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
-$630.9K
231,768
-2%
增持
CVX
CHEVRON CORP NEW
+$628.0K
11,256
+1%
增持
WMT
WALMART INC
+$619.5K
44,526
+1%
增持
BNDX
VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ETF SHARES
+$614.0K
117,853
+13%
增持
MBB
ISHARES MBS ETF
+$594.8K
91,454
+8%
清仓
HSY
HERSHEY CO
-$586.8K
0
-100%
增持
META
META PLATFORMS INC CLASS CLASS A
-$575.2K
6,563
+0%
增持
FLOT
ISHARES FLOATING RATE BOND ETF
+$571.6K
59,810
+23%
减持
JNJ
JOHNSON & JOHNSON
+$568.8K
16,556
-1%
减持
XLG
INVESCO S&P 500 TOP 50 ETF
-$567.8K
6,498
-58%
减持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES
-$528.6K
30,783
-1%
减持
IYW
ISHARES U.S. TECHNOLOGY ETF
-$522.9K
10,079
-14%
减持
LMT
LOCKHEED MARTIN CORP
+$516.8K
5,787
-6%
增持
BAI
ISHARES A.I. INNOVATION AND TECH ACTIVE ETF
+$516.3K
316,823
+6%
减持
GPC
GENUINE PARTS CO
-$513.8K
18,223
-8%
建仓
FITB
FIFTH THIRD BANCORP
+$505.0K
10,870
增持
GOOG
ALPHABET INC CLASS CLASS C
+$496.2K
16,168
+22%
增持
OKE
ONEOK INC NEW
+$481.4K
25,765
+3%
减持
SPTM
STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E
-$480.4K
126,650
-0%
增持
RDVI
FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF
+$471.4K
89,849
+29%
减持
EMLP
FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND
+$469.2K
110,052
-4%
减持
—
EATON CORP PLC F
+$459.8K
19,944
-5%
增持
COP
CONOCOPHILLIPS
+$459.8K
11,407
+2%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS
-$443.7K
0
-100%
减持
ENB
ENBRIDGE INC F
-$443.7K
14,967
-43%
建仓
JEPQ
JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
+$433.3K
7,805
清仓
CMA
COMERICA INC
-$429.5K
0
-100%
增持
AXP
AMERICAN EXPRESS CO
-$418.5K
6,783
+2%
减持
TXN
TEXAS INSTRS INC
+$413.9K
27,608
-3%
增持
GOOGL
ALPHABET INC CLASS CLASS A
-$410.6K
21,297
+2%
增持
ADI
ANALOG DEVICES INC
+$397.9K
7,845
+1%
清仓
GEHC
GE HEALTHCARE TECHNOLOGI
-$384.6K
0
-100%
清仓
BNDW
VANGUARD TOTAL WORLD BOND ETF
-$381.9K
0
-100%
清仓
DELL
DELL TECHNOLOGIES INC CLASS CLASS C
-$381.2K
0
-100%
增持
UL
UNILEVER PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS
-$380.1K
55,188
+2%
减持
BKNG
BOOKING HLDGS INC
-$376.9K
278
-4%
减持
BAC
BANK OF AMERICA CORP
-$369.5K
48,944
-2%
减持
TSLA
TESLA INC
-$367.6K
3,780
-4%
减持
VIG
VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES
-$360.0K
35,087
-2%
增持
APP
APPLOVIN CORP CLASS CLASS A
-$353.2K
1,796
+13%
减持
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-$342.9K
46,780
-3%
增持
NVS
NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS
+$338.8K
20,498
+1%
增持
EOG
EOG RES INC
+$326.0K
6,854
+8%
清仓
CME
CME GROUP INC CLASS CLASS A
-$320.3K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS
+$315.5K
7,594
+3%
增持
PFFD
GLOBAL X U.S. PREFERRED ETF
+$314.6K
37,811
+88%
建仓
ACWX
ISHARES TR MSCI ACWIEX US
+$312.8K
4,568
增持
ITOT
ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
+$309.2K
124,398
+6%
减持
LAMR
LAMAR ADVERTISING CO NEW REIT
-$304.2K
42,807
-5%
清仓
QLTA
ISHARES AAA A RATED COR BOND ETF
-$286.5K
0
-100%
清仓
ADBE
ADOBE INC
-$285.6K
0
-100%
减持
DUK
DUKE ENERGY CORP NEW
+$284.1K
35,880
-5%
减持
DFEB
FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY
-$281.9K
76,934
-6%
减持
FVD
FIRST TRUST VALUE LINE DIVIDEND INDEX FUND
+$263.6K
414,431
-1%
增持
TFLO
ISHARES TREASURY FLOATING RATE BOND ETF
+$260.4K
449,808
+1%
建仓
VLO
VALERO ENERGY CORP NEW
+$255.2K
1,033
减持
ABT
ABBOTT LABS
-$254.1K
7,938
-7%
减持
APD
AIR PRODS & CHEMS INC
+$251.1K
11,804
-8%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$250.7K
4,228
-48%
建仓
FDX
FEDEX CORP
+$245.8K
690
减持
USFR
WISDOMTREE FLOATING RATE TREASURY FUND
-$242.4K
74,728
-6%
清仓
VWOB
VANGUARD EMERGING MARKT GOVT BND ETF
-$241.2K
0
-100%
建仓
SDS
PROSHARES ULTRASHORT S& P500
+$240.8K
3,200
清仓
COF
CAPITAL ONE FINL CORP
-$238.3K
0
-100%
清仓
IGV
ISHARES EXPANDED TECH STW SCTR ETF
-$234.9K
0
-100%
增持
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
+$234.7K
105,521
+6%
清仓
DHR
DANAHER CORP
-$230.1K
0
-100%
建仓
MPC
MARATHON PETE CORP
+$228.8K
937
建仓
EPD
ENTERPRISE PRODS PART LP
+$227.2K
6,005
减持
—
AON PLC F CLASS CLASS A
-$226.0K
7,156
-0%
清仓
TMO
THERMO FISHER SCIENTIFIC
-$221.3K
0
-100%
清仓
SHW
SHERWIN-WILLIAMS CO
-$218.1K
0
-100%
清仓
NVO
NOVO-NORDISK A S F SPONSORED ADR 1 ADR REPS 1 ORD SHS
-$216.1K
0
-100%
建仓
PWR
QUANTA SVCS INC
+$215.8K
393
减持
CSCO
CISCO SYS INC
-$215.3K
29,820
-9%
建仓
MOD
MODINE MFG CO
+$213.0K
983
减持
UGI
UGI CORP NEW
-$211.9K
6,169
-47%
建仓
MCD
MCDONALDS CORP
+$211.4K
680
减持
FNV
FRANCO NEV CORP F
+$210.1K
6,065
-2%
清仓
UNM
UNUM GROUP
-$209.7K
0
-100%
增持
MA
MASTERCARD INC CLASS CLASS A
-$204.0K
3,835
+3%
减持
HD
HOME DEPOT INC
-$202.6K
5,068
-7%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$201.9K
4,427
+0%
清仓
—
ACCENTURE PLC IRELAND F CLASS CLASS A
-$200.2K
0
-100%
减持
—
MEDTRONIC PLC F
-$191.6K
12,203
-6%
减持
SFLR
INNOVATOR EQUITY MANAGED FLOOR ETF
-$191.2K
117,049
-0%
减持
IWB
ISHARES RUSSELL 1000 ETF
-$184.6K
7,795
-2%
减持
KO
THE COCA-COLA CO
+$184.4K
54,835
-4%
增持
COST
COSTCO WHSL CORP NEW
+$182.9K
843
+11%
增持
SCHW
CHARLES SCHWAB CORP
-$181.0K
32,296
+0%
增持
GLW
CORNING INC
+$175.8K
3,394
+4%
增持
RBLX
ROBLOX CORP CLASS A
-$175.6K
7,628
+2%
增持
PEP
PEPSICO INC
+$173.1K
12,073
+2%
增持
IQV
IQVIA HLDGS INC
-$172.5K
3,382
+2%
增持
QUAL
ISHARES MSCI USA QUALITY FACTOR ETF
-$169.9K
28,135
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$169.1K
2,507
-2%
