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BEACON INVESTMENT ADVISORY SERVICES, INC. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BEACON INVESTMENT ADVISORY SERVICES, INC.
报告期 2026-03-31 · CIK 0001654599
持仓数
787
前50大市值合计
$1.88B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 13
增持 53
减持 70
清仓 14
方向
标的
Δ市值
现股数(环比)
减持
DXCM
DEXCOM INC
+$22.0M
740,659
-4%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$10.5M
29,980
-1%
清仓
—
ABIOMED INC
-$10.3M
0
-100%
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
PODD
INSULET CORP
+$10.2M
185,576
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$10.2M
47,162
-40%
减持
MA
MASTERCARD INCORPORATED
+$9.7M
166,939
-2%
增持
JPM
JPMORGAN CHASE & CO
+$8.9M
292,558
+1%
增持
ROST
ROSS STORES INC
+$8.5M
254,875
+2%
减持
IDXX
IDEXX LABS INC
+$7.9M
97,750
-0%
减持
NVO
NOVO-NORDISK A S
+$7.0M
202,084
-1%
增持
VTI
VANGUARD INDEX FDS
+$6.5M
505,569
+1%
增持
COP
CONOCOPHILLIPS
+$6.4M
62,758
+543%
建仓
REGN
REGENERON PHARMACEUTICALS
+$6.2M
8,621
减持
PYPL
PAYPAL HLDGS INC
-$5.9M
175,489
-18%
减持
ITW
ILLINOIS TOOL WKS INC
+$5.1M
130,091
-0%
减持
HON
HONEYWELL INTL INC
+$4.9M
123,780
-4%
增持
HD
HOME DEPOT INC
+$4.2M
101,150
+1%
减持
IJR
ISHARES TR
+$4.2M
662,963
-1%
减持
ADI
ANALOG DEVICES INC
+$4.1M
237,211
-5%
增持
BKNG
BOOKING HOLDINGS INC
+$3.9M
9,162
+3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.5M
750,075
-9%
减持
ICSH
ISHARES TR
-$3.5M
98,690
-42%
减持
MINT
PIMCO ETF TR
-$3.5M
279,404
-11%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$3.5M
34,938
+12%
减持
AMZN
AMAZON COM INC
-$3.3M
78,783
-11%
减持
TTD
THE TRADE DESK INC
-$3.3M
198,987
-2%
减持
AAPL
APPLE INC
-$3.2M
347,897
-1%
减持
MRK
MERCK & CO INC
+$3.2M
133,224
-1%
增持
TJX
TJX COS INC NEW
+$3.2M
176,047
+1%
减持
IAU
ISHARES GOLD TR
+$3.1M
1,081,465
-1%
减持
ARKK
ARK ETF TR
-$3.0M
437,229
-1%
增持
NOC
NORTHROP GRUMMAN CORP
+$2.7M
36,216
+0%
减持
CRM
SALESFORCE INC
-$2.7M
53,794
-21%
增持
ULTA
ULTA BEAUTY INC
+$2.7M
38,093
+1%
增持
SHW
SHERWIN WILLIAMS CO
+$2.6M
73,104
+2%
增持
CAT
CATERPILLAR INC
+$2.5M
21,819
+30%
减持
SYK
STRYKER CORPORATION
-$2.4M
29,588
-38%
减持
ROK
ROCKWELL AUTOMATION INC
-$2.4M
1,163
-91%
减持
ILMN
ILLUMINA INC
-$2.3M
19,244
-41%
增持
TROW
PRICE T ROWE GROUP INC
+$2.2M
57,741
+49%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.1M
67,046
+12%
减持
AVGO
BROADCOM INC
+$2.1M
18,153
-0%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.0M
43,093
-5%
增持
AMAT
APPLIED MATLS INC
+$2.0M
80,105
+13%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$2.0M
424,350
-2%
减持
AMD
ADVANCED MICRO DEVICES INC
-$1.9M
284,706
-11%
增持
GILD
GILEAD SCIENCES INC
+$1.8M
73,808
+1%
减持
TXN
TEXAS INSTRS INC
-$1.6M
111,502
-14%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
+$1.5M
130,477
-8%
增持
NVR
NVR INC
+$1.5M
2,293
+1%
增持
PFE
PFIZER INC
+$1.4M
180,874
+1%
减持
CVX
CHEVRON CORP NEW
+$1.4M
40,484
-0%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.4M
122,083
+29%
减持
IVV
ISHARES TR
+$1.4M
61,313
-1%
增持
GOOGL
ALPHABET INC
-$1.4M
234,266
+2%
减持
SBUX
STARBUCKS CORP
+$1.4M
155,927
-7%
增持
MSFT
MICROSOFT CORP
+$1.4M
169,382
+1%
减持
BIIB
BIOGEN INC
-$1.4M
31,714
-16%
减持
MS
MORGAN STANLEY
+$1.4M
227,469
-0%
减持
UNP
UNION PAC CORP
+$1.2M
115,914
-1%
减持
INTU
INTUIT
-$1.2M
42,490
-7%
减持
ABBV
ABBVIE INC
+$1.2M
54,069
-4%
减持
USB
US BANCORP DEL
+$1.1M
345,975
-0%
减持
—
EATON CORP PLC
+$1.1M
50,636
-1%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$1.1M
523,170
-11%
增持
DIS
DISNEY WALT CO
+$1.1M
107,170
+23%
增持
SCCO
SOUTHERN COPPER CORP
+$1.0M
36,668
+38%
增持
CSCO
CISCO SYS INC
+$995.2K
117,867
+2%
减持
ISRG
INTUITIVE SURGICAL INC
+$970.9K
13,212
-2%
清仓
MGNI
MAGNITE INC
-$968.0K
0
-100%
减持
AMGN
AMGEN INC
+$957.7K
33,463
-4%
增持
GOOG
ALPHABET INC
+$947.1K
58,708
+32%
增持
VLO
VALERO ENERGY CORP
+$931.0K
22,876
+24%
减持
BF/B
BROWN FORMAN CORP
-$885.8K
273,024
-3%
减持
UNH
UNITEDHEALTH GROUP INC
+$880.9K
46,243
-1%
减持
NVDA
NVIDIA CORPORATION
-$858.3K
40,644
-27%
增持
HCA
HCA HEALTHCARE INC
+$775.5K
12,704
+3%
减持
ROKU
ROKU INC
-$770.3K
27,388
-18%
增持
—
ALLEGION PLC
+$736.9K
46,665
+0%
减持
DHR
DANAHER CORPORATION
-$718.5K
174,849
-4%
清仓
—
ATLASSIAN CORP PLC
-$700.0K
0
-100%
增持
CFG
CITIZENS FINL GROUP INC
+$674.1K
116,080
+2%
增持
NOW
SERVICENOW INC
+$656.6K
4,382
+58%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$653.4K
113,493
+13%
减持
CGNX
COGNEX CORP
+$649.7K
311,414
-8%
减持
JNJ
JOHNSON & JOHNSON
+$629.5K
170,685
-6%
增持
DG
DOLLAR GEN CORP NEW
+$627.6K
86,281
+0%
建仓
VOO
VANGUARD INDEX FDS
+$621.1K
1,768
减持
JEF
JEFFERIES FINL GROUP INC
+$607.0K
141,014
-2%
增持
ABT
ABBOTT LABS
+$598.5K
31,128
+7%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$575.4K
10,890
+4%
建仓
IXUS
ISHARES TR
+$571.0K
9,866
减持
NEOG
NEOGEN CORP
-$558.6K
398,517
-16%
增持
MCO
MOODYS CORP
+$536.8K
6,047
+28%
增持
EW
EDWARDS LIFESCIENCES CORP
-$528.1K
72,107
+1%
增持
DRI
DARDEN RESTAURANTS INC
+$517.7K
41,594
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$517.3K
44,629
+2%
减持
—
EXXON MOBIL CORP
+$511.4K
33,929
-8%
减持
WSM
WILLIAMS SONOMA INC
-$499.6K
29,250
-11%
清仓
SHY
ISHARES TR
-$491.0K
0
-100%
减持
TRMB
TRIMBLE INC
-$470.9K
39,025
-13%
清仓
HAS
HASBRO INC
-$469.0K
0
-100%
增持
PFS
PROVIDENT FINL SVCS INC
+$452.9K
208,705
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$431.0K
9,440
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$428.5K
25,850
-32%
增持
COWZ
PACER FDS TR
+$396.6K
74,239
+0%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$390.6K
10,640
-0%
增持
PANW
PALO ALTO NETWORKS INC
+$385.5K
5,393
+141%
清仓
BBBY
OVERSTOCK COM INC DEL
-$377.0K
0
-100%
增持
APO
APOLLO GLOBAL MGMT INC
+$372.2K
10,945
+56%
清仓
BA
BOEING CO
-$365.0K
0
-100%
增持
FLOT
ISHARES TR
+$360.4K
121,864
+6%
增持
LMT
LOCKHEED MARTIN CORP
+$359.3K
3,086
+4%
增持
IWM
ISHARES TR
+$354.3K
15,487
+9%
增持
ENB
ENBRIDGE INC
+$344.7K
133,548
+2%
减持
MRNA
MODERNA INC
+$344.7K
5,627
-0%
建仓
VO
VANGUARD INDEX FDS
+$339.3K
1,665
建仓
IEMG
ISHARES INC
+$324.3K
6,945
减持
BX
BLACKSTONE INC
-$310.1K
5,795
-34%
建仓
TEAM
ATLASSIAN CORPORATION
+$307.3K
2,388
建仓
QRVO
QORVO INC
+$304.8K
3,363
减持
OKTA
OKTA INC
-$302.2K
17,208
-34%
增持
ZTS
ZOETIS INC
+$301.2K
12,830
+21%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$294.5K
187,673
-2%
清仓
FBIN
FORTUNE BRANDS HOME & SEC IN
-$292.0K
0
-100%
减持
WY
WEYERHAEUSER CO MTN BE
+$290.7K
147,861
-2%
增持
PG
PROCTER AND GAMBLE CO
+$287.0K
11,309
+0%
增持
CL
COLGATE PALMOLIVE CO
+$286.3K
28,739
+2%
增持
TSLA
TESLA INC
-$284.4K
2,253
+6%
减持
QCOM
QUALCOMM INC
-$279.9K
80,345
-0%
减持
DOCU
DOCUSIGN INC
-$275.1K
7,919
-41%
清仓
ABNB
AIRBNB INC
-$267.0K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$264.3K
8,042
减持
EXAS
EXACT SCIENCES CORP
-$258.9K
72,634
-39%
建仓
PHM
PULTE GROUP INC
+$256.8K
5,641
增持
—
ACCENTURE PLC IRELAND
+$254.1K
3,021
+41%
减持
ZS
ZSCALER INC
-$250.5K
4,571
-1%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$247.2K
9,848
-6%
清仓
—
ARCH CAP GROUP LTD
-$246.0K
0
-100%
清仓
QQQ
INVESCO QQQ TR
-$240.0K
0
-100%
减持
MCD
MCDONALDS CORP
+$238.4K
7,621
-1%
增持
RIO
RIO TINTO PLC
+$233.3K
9,316
+19%
清仓
MRCY
MERCURY SYS INC
-$231.0K
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$230.0K
0
-100%
减持
PEP
PEPSICO INC
+$227.7K
18,735
-3%
建仓
BWA
BORGWARNER INC
+$227.2K
5,644
建仓
URI
UNITED RENTALS INC
+$226.4K
637
建仓
GD
GENERAL DYNAMICS CORP
+$225.3K
908
建仓
MO
ALTRIA GROUP INC
+$224.8K
4,917
清仓
SE
SEA LTD
-$220.0K
0
-100%
