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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 17
增持 46
减持 71
清仓 16
方向
标的
Δ市值
现股数(环比)
建仓
SHY
ISHARES TR
+$68.9M
838,504
清仓
ARKK
ARK ETF TR
-$13.7M
0
-100%
减持
BKLN
INVESCO EXCH TRADED FD TR II
-$10.5M
11,244
-98%
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
AAPL
APPLE INC
+$8.4M
325,093
-7%
减持
AMD
ADVANCED MICRO DEVICES INC
+$8.3M
272,891
-4%
减持
SPY
SPDR S&P 500 ETF TR
-$7.6M
25,404
-46%
减持
MSFT
MICROSOFT CORP
+$7.6M
167,296
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$6.9M
9,546
+4%
减持
ADI
ANALOG DEVICES INC
+$6.8M
231,648
-2%
减持
DG
DOLLAR GEN CORP NEW
-$6.7M
69,278
-20%
减持
IDXX
IDEXX LABS INC
+$6.6M
92,866
-5%
建仓
VGSH
VANGUARD SCOTTSDALE FDS
+$6.4M
109,391
清仓
FLOT
ISHARES TR
-$6.1M
0
-100%
减持
NVDA
NVIDIA CORPORATION
+$5.3M
40,418
-1%
减持
VTI
VANGUARD INDEX FDS
+$3.9M
492,680
-3%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.6M
674,869
-10%
减持
CRM
SALESFORCE INC
+$3.5M
53,249
-1%
建仓
—
BUNGE LIMITED
+$3.4M
36,116
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$3.3M
56,134
-54%
减持
NOC
NORTHROP GRUMMAN CORP
-$3.3M
35,644
-2%
减持
HON
HONEYWELL INTL INC
-$3.3M
121,588
-2%
减持
ROST
ROSS STORES INC
-$3.3M
247,963
-3%
减持
GOOGL
ALPHABET INC
+$3.0M
228,194
-3%
减持
TTD
THE TRADE DESK INC
+$2.9M
194,838
-2%
减持
DHR
DANAHER CORPORATION
-$2.9M
172,646
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$2.9M
458,266
+8%
减持
IAU
ISHARES GOLD TR
+$2.9M
1,077,614
-0%
减持
UNH
UNITEDHEALTH GROUP INC
-$2.9M
45,828
-1%
减持
HCA
HCA HEALTHCARE INC
-$2.8M
811
-94%
减持
HD
HOME DEPOT INC
-$2.7M
99,058
-2%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$2.7M
44,510
+3%
减持
ULTA
ULTA BEAUTY INC
+$2.6M
37,509
-2%
增持
AMAT
APPLIED MATLS INC
+$2.5M
83,886
+5%
增持
USB
US BANCORP DEL
-$2.4M
350,870
+1%
增持
JNJ
JOHNSON & JOHNSON
-$2.4M
179,159
+5%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$2.4M
29,284
-16%
增持
DXCM
DEXCOM INC
+$2.3M
741,712
+0%
增持
ZTS
ZOETIS INC
+$2.2M
24,610
+92%
减持
TXN
TEXAS INSTRS INC
+$2.2M
110,791
-1%
减持
MINT
PIMCO ETF TR
-$2.2M
256,020
-8%
减持
NVO
NOVO-NORDISK A S
+$2.1M
185,218
-8%
减持
JPM
JPMORGAN CHASE & CO
-$2.1M
285,174
-3%
减持
PODD
INSULET CORP
+$2.0M
177,624
-4%
增持
—
SEAGEN INC
+$2.0M
16,698
+51%
增持
DIS
DISNEY WALT CO
+$1.9M
111,901
+4%
增持
PFE
PFIZER INC
-$1.9M
181,131
+0%
减持
INTU
INTUIT
+$1.9M
41,269
-3%
减持
NVR
NVR INC
+$1.8M
2,218
-3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$1.7M
74,008
-1%
增持
—
EATON CORP PLC
+$1.7M
56,250
+11%
增持
AVGO
BROADCOM INC
+$1.7M
18,431
+2%
减持
IVV
ISHARES TR
+$1.6M
61,136
-0%
增持
QCOM
QUALCOMM INC
+$1.5M
80,857
+1%
减持
SHW
SHERWIN WILLIAMS CO
-$1.4M
70,813
-3%
减持
ITW
ILLINOIS TOOL WKS INC
+$1.4M
123,304
-5%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$1.3M
120,771
-7%
减持
AMZN
AMAZON COM INC
+$1.2M
76,133
-3%
减持
UNP
UNION PAC CORP
-$1.1M
113,589
-2%
增持
MS
MORGAN STANLEY
+$1.1M
233,159
+3%
增持
GOOG
ALPHABET INC
+$1.1M
60,972
+4%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.1M
208,524
+11%
减持
CFG
CITIZENS FINL GROUP INC
-$1.1M
115,095
-1%
增持
INTC
INTEL CORP
+$1.0M
130,526
+7%
增持
CBT
CABOT CORP
+$1.0M
59,726
+13%
清仓
BNL
BROADSTONE NET LEASE INC
-$1.0M
0
-100%
减持
NEOG
NEOGEN CORP
+$992.7K
381,326
-4%
减持
EXAS
EXACT SCIENCES CORP
+$939.6K
66,888
-8%
增持
DOW
DOW INC
+$932.4K
71,945
+20%
增持
REGN
REGENERON PHARMACEUTICALS
+$908.0K
8,675
+1%
增持
COP
CONOCOPHILLIPS
-$880.3K
65,771
+5%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$873.5K
60,434
-10%
增持
SCCO
SOUTHERN COPPER CORP
+$844.8K
40,120
+9%
增持
DRI
DARDEN RESTAURANTS INC
+$774.0K
42,071
+1%
增持
BX
BLACKSTONE INC
+$738.3K
13,300
+130%
减持
TECH
BIO-TECHNE CORP
-$732.4K
60,277
-4%
减持
AMGN
AMGEN INC
-$727.6K
33,345
-0%
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$713.6K
8,749
-11%
减持
CVX
CHEVRON CORP NEW
-$666.3K
40,452
-0%
增持
LLY
LILLY ELI & CO
+$663.9K
5,750
+60%
减持
MRK
MERCK & CO INC
-$662.5K
132,707
-0%
增持
CSCO
CISCO SYS INC
+$659.5K
120,032
+2%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$640.0K
13,016
+20%
减持
TJX
TJX COS INC NEW
-$628.3K
170,815
-3%
清仓
VOO
VANGUARD INDEX FDS
-$621.1K
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$612.9K
16,122
+22%
减持
ABT
ABBOTT LABS
-$598.4K
27,841
-11%
增持
TGT
TARGET CORP
+$578.3K
26,428
+4%
清仓
IXUS
ISHARES TR
-$571.0K
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP
+$563.8K
71,845
-0%
增持
VLO
VALERO ENERGY CORP
+$538.7K
24,647
+8%
增持
COWZ
PACER FDS TR
+$536.0K
84,549
+14%
减持
PFS
PROVIDENT FINL SVCS INC
-$523.9K
205,113
-2%
减持
BF/B
BROWN FORMAN CORP
-$506.4K
271,134
-1%
建仓
—
SHOCKWAVE MED INC
+$489.8K
2,259
增持
PANW
PALO ALTO NETWORKS INC
+$487.0K
6,206
+15%
减持
SYK
STRYKER CORPORATION
+$484.8K
27,039
-9%
增持
TROW
PRICE T ROWE GROUP INC
+$450.2K
59,765
+4%
减持
MA
MASTERCARD INCORPORATED
+$441.1K
160,950
-4%
增持
NOW
SERVICENOW INC
+$437.3K
4,602
+5%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$433.8K
10,457
-2%
减持
ROKU
ROKU INC
+$414.4K
23,231
-15%
清仓
PINS
PINTEREST INC
-$401.6K
0
-100%
清仓
VYM
VANGUARD WHITEHALL FDS
-$392.8K
0
-100%
增持
GM
GENERAL MTRS CO
+$372.6K
80,741
+5%
建仓
—
ARCH CAP GROUP LTD
+$366.5K
5,400
增持
ROK
ROCKWELL AUTOMATION INC
+$358.4K
2,242
+93%
增持
OKTA
OKTA INC
+$355.9K
17,761
+3%
减持
IJR
ISHARES TR
+$351.1K
652,470
-2%
增持
TFC
TRUIST FINL CORP
-$350.0K
71,229
+10%
减持
BIIB
BIOGEN INC
-$342.9K
30,354
-4%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$341.9K
106,279
-6%
减持
UPS
UNITED PARCEL SERVICE INC
+$341.1K
20,355
-2%
增持
VGT
VANGUARD WORLD FDS
+$337.5K
1,608
+82%
建仓
CF
CF INDS HLDGS INC
+$326.4K
4,503
清仓
IEMG
ISHARES INC
-$324.3K
0
-100%
减持
CIEN
CIENA CORP
-$309.6K
75,951
-10%
减持
CGNX
COGNEX CORP
-$301.1K
290,002
-7%
减持
NEE
NEXTERA ENERGY INC
-$280.6K
41,760
-0%
减持
TNDM
TANDEM DIABETES CARE INC
-$277.1K
25,414
-13%
建仓
FBIN
FORTUNE BRANDS INNOVATIONS I
+$275.3K
4,687
清仓
ZION
ZIONS BANCORPORATION N A
-$275.1K
0
-100%
减持
IGSB
ISHARES TR
-$271.7K
8,387
-40%
建仓
IRTC
IRHYTHM TECHNOLOGIES INC
+$269.4K
2,172
建仓
NWL
NEWELL BRANDS INC
+$262.6K
21,109
建仓
VNT
VONTIER CORPORATION
+$261.9K
9,581
增持
DUK
DUKE ENERGY CORP NEW
-$261.7K
44,933
+1%
建仓
SWKS
SKYWORKS SOLUTIONS INC
+$256.7K
2,176
增持
META
META PLATFORMS INC
+$252.7K
2,751
+0%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$247.6K
3,744
增持
NUE
NUCOR CORP
+$236.4K
7,635
+7%
减持
MMM
3M CO
-$236.3K
4,913
-22%
减持
IBP
INSTALLED BLDG PRODS INC
-$233.4K
6,845
-42%
清仓
—
SVB FINANCIAL GROUP
-$224.4K
0
-100%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$216.1K
483
建仓
MIDD
MIDDLEBY CORP
+$214.5K
1,463
清仓
INSP
INSPIRE MED SYS INC
-$213.8K
0
-100%
清仓
—
ACTIVISION BLIZZARD INC
-$213.2K
0
-100%
建仓
—
COOPER COS INC
+$211.7K
567
清仓
—
JUNIPER NETWORKS INC
-$211.6K
0
-100%
清仓
XITK
SPDR SER TR
-$210.3K
0
-100%
清仓
APD
AIR PRODS & CHEMS INC
-$209.6K
0
-100%
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$204.8K
2,050
建仓
GXO
GXO LOGISTICS INCORPORATED
+$204.4K
4,050
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$201.4K
28,451
-5%
减持
APO
APOLLO GLOBAL MGMT INC
-$196.4K
7,945
-27%
增持
TSLA
TESLA INC
+$193.6K
2,271
+1%
清仓
CPNG
COUPANG INC
-$186.7K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$181.8K
36,471
+3%
减持
SBUX
STARBUCKS CORP
+$173.6K
150,212
-4%
增持
GILD
GILEAD SCIENCES INC
-$165.2K
74,379
+1%
