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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 16
增持 64
减持 57
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$11.4M
334,961
+3%
增持
DXCM
DEXCOM INC
+$11.2M
758,087
+2%
增持
VTI
VANGUARD INDEX FDS
+$9.1M
497,877
+1%
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
MSFT
MICROSOFT CORP
+$8.6M
166,983
-0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$8.2M
47,996
+64%
增持
ISRG
INTUITIVE SURGICAL INC
+$8.0M
35,522
+120%
增持
ZTS
ZOETIS INC
+$7.6M
68,171
+177%
增持
LLY
LILLY ELI & CO
+$6.8M
18,728
+226%
减持
PYPL
PAYPAL HLDGS INC
-$6.5M
92,233
-45%
增持
AVGO
BROADCOM INC
+$6.1M
20,692
+12%
增持
NVDA
NVIDIA CORPORATION
+$5.9M
40,544
+0%
减持
DG
DOLLAR GEN CORP NEW
-$5.6M
53,093
-23%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.1M
34,468
-25%
增持
SYK
STRYKER CORPORATION
+$4.9M
41,256
+53%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$4.6M
44,475
-0%
增持
PODD
INSULET CORP
-$4.5M
180,728
+2%
增持
GOOGL
ALPHABET INC
+$4.4M
234,852
+3%
增持
AMZN
AMAZON COM INC
+$4.3M
93,553
+23%
减持
AMD
ADVANCED MICRO DEVICES INC
+$3.9M
269,067
-1%
减持
JPM
JPMORGAN CHASE & CO
+$3.3M
278,019
-3%
减持
USB
US BANCORP DEL
-$3.2M
286,131
-18%
增持
TTD
THE TRADE DESK INC
+$3.2M
194,928
+0%
减持
CIEN
CIENA CORP
-$3.2M
19,398
-74%
减持
MA
MASTERCARD INCORPORATED
+$3.2M
156,727
-3%
增持
SHW
SHERWIN WILLIAMS CO
+$2.9M
70,966
+0%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$2.8M
74,273
+0%
减持
NEOG
NEOGEN CORP
-$2.8M
197,556
-48%
增持
IDXX
IDEXX LABS INC
+$2.7M
97,937
+5%
增持
ULTA
ULTA BEAUTY INC
-$2.7M
37,726
+1%
增持
—
EATON CORP PLC
+$2.6M
60,788
+8%
增持
ORCL
ORACLE CORP
+$2.4M
24,651
+336%
减持
SBUX
STARBUCKS CORP
-$2.3M
135,088
-10%
增持
IJR
ISHARES TR
+$2.2M
655,666
+0%
增持
JNJ
JOHNSON & JOHNSON
+$2.2M
181,103
+1%
减持
MINT
PIMCO ETF TR
-$2.1M
233,497
-9%
减持
IVV
ISHARES TR
+$2.1M
61,115
-0%
增持
AMAT
APPLIED MATLS INC
+$1.9M
84,721
+1%
增持
BX
BLACKSTONE INC
+$1.9M
33,422
+151%
建仓
SPGI
S&P GLOBAL INC
+$1.9M
4,730
增持
NVR
NVR INC
+$1.8M
2,232
+1%
减持
ABBV
ABBVIE INC
-$1.8M
50,307
-7%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$1.8M
641,495
-5%
建仓
KLAC
KLA CORP
+$1.7M
3,500
减持
EXAS
EXACT SCIENCES CORP
+$1.7M
66,249
-1%
建仓
—
ICON PLC
+$1.6M
6,500
减持
ADI
ANALOG DEVICES INC
-$1.5M
226,926
-2%
减持
DIS
DISNEY WALT CO
-$1.4M
109,775
-2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$1.4M
478,633
+4%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$1.4M
134,428
+26%
减持
HON
HONEYWELL INTL INC
+$1.4M
118,671
-2%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
6,474
+52%
增持
TJX
TJX COS INC NEW
+$1.4M
173,903
+2%
增持
DE
DEERE & CO
+$1.3M
4,023
+420%
增持
MRK
MERCK & CO INC
+$1.3M
133,582
+1%
增持
GOOG
ALPHABET INC
+$1.2M
62,399
+2%
减持
AMGN
AMGEN INC
-$1.2M
30,887
-7%
建仓
TRV
TRAVELERS COMPANIES INC
+$1.1M
6,347
增持
EW
EDWARDS LIFESCIENCES CORP
+$1.0M
74,055
+3%
清仓
DPZ
DOMINOS PIZZA INC
-$992.2K
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$961.5K
25,631
+1%
减持
HD
HOME DEPOT INC
+$954.9K
97,183
-2%
增持
IBP
INSTALLED BLDG PRODS INC
+$948.8K
12,338
+80%
建仓
BA
BOEING CO
+$937.7K
4,441
减持
TGT
TARGET CORP
-$912.5K
26,269
-1%
增持
BKNG
BOOKING HOLDINGS INC
+$897.6K
9,709
+2%
减持
WSM
WILLIAMS SONOMA INC
-$842.9K
20,923
-26%
建仓
FDX
FEDEX CORP
+$833.7K
3,363
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$811.9K
983,690
-0%
增持
IAU
ISHARES GOLD TR
-$803.8K
1,084,546
+1%
增持
MTD
METTLER TOLEDO INTERNATIONAL
-$749.6K
32,621
+15%
减持
NVO
NOVO-NORDISK A S
-$745.2K
177,535
-4%
减持
RTX
RAYTHEON TECHNOLOGIES CORP
-$680.8K
113,784
-6%
减持
UPS
UNITED PARCEL SERVICE INC
-$673.1K
18,274
-10%
增持
PFE
PFIZER INC
-$669.5K
183,223
+1%
增持
ILMN
ILLUMINA INC
-$665.6K
17,909
+4%
建仓
CMI
CUMMINS INC
+$661.9K
2,700
增持
WY
WEYERHAEUSER CO MTN BE
+$656.9K
156,387
+3%
增持
LMT
LOCKHEED MARTIN CORP
+$652.1K
4,580
+49%
增持
—
ALLEGION PLC
+$639.3K
45,516
+1%
减持
OKTA
OKTA INC
-$635.8K
12,919
-27%
减持
ROST
ROSS STORES INC
-$633.3K
229,047
-8%
减持
PFS
PROVIDENT FINL SVCS INC
-$598.9K
204,113
-0%
减持
CBT
CABOT CORP
-$591.9K
59,583
-0%
增持
QCOM
QUALCOMM INC
-$572.1K
81,852
+1%
减持
TRMB
TRIMBLE INC
-$568.5K
28,250
-28%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$566.0K
60,786
+1%
增持
TROW
PRICE T ROWE GROUP INC
+$539.7K
65,052
+9%
增持
INTU
INTUIT
+$532.5K
41,318
+0%
清仓
DDOG
DATADOG INC
-$531.4K
0
-100%
减持
PAYX
PAYCHEX INC
-$517.5K
10,302
-29%
增持
WMT
WALMART INC
+$513.3K
4,643
+216%
增持
VLO
VALERO ENERGY CORP
-$504.4K
25,033
+2%
增持
TXN
TEXAS INSTRS INC
-$503.2K
111,682
+1%
减持
CGNX
COGNEX CORP
-$491.7K
247,732
-15%
增持
REGN
REGENERON PHARMACEUTICALS
-$488.0K
9,241
+7%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$486.8K
9,000
减持
DRI
DARDEN RESTAURANTS INC
+$479.8K
41,941
-0%
清仓
—
SPLUNK INC
-$476.5K
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$468.4K
73,995
-1%
减持
ITW
ILLINOIS TOOL WKS INC
+$461.7K
121,842
-1%
增持
COP
CONOCOPHILLIPS
+$447.7K
67,299
+2%
减持
TECH
BIO-TECHNE CORP
+$446.4K
60,252
-0%
减持
LOW
LOWES COS INC
+$445.3K
17,407
-0%
清仓
NET
CLOUDFLARE INC
-$445.1K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$437.2K
21,770
-18%
增持
CAT
CATERPILLAR INC
+$436.9K
23,617
+1%
减持
AXP
AMERICAN EXPRESS CO
-$427.6K
18,414
-16%
减持
CRM
SALESFORCE INC
+$426.2K
52,373
-2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$424.1K
12,505
-45%
减持
NOW
SERVICENOW INC
+$417.5K
4,549
-1%
建仓
VOE
VANGUARD INDEX FDS
+$415.1K
3,000
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$410.6K
5,000
增持
IWM
ISHARES TR
+$402.8K
16,205
+10%
增持
MS
MORGAN STANLEY
-$363.4K
235,456
+1%
减持
UNP
UNION PAC CORP
+$362.2K
113,494
-0%
减持
DUK
DUKE ENERGY CORP NEW
-$358.5K
44,308
-1%
增持
PANW
PALO ALTO NETWORKS INC
+$353.0K
6,233
+0%
建仓
CAH
CARDINAL HEALTH INC
+$348.4K
3,684
增持
MCO
MOODYS CORP
+$345.4K
5,714
+7%
减持
TYL
TYLER TECHNOLOGIES INC
-$340.6K
800
-58%
减持
TFC
TRUIST FINL CORP
-$327.9K
69,227
-3%
建仓
LDOS
LEIDOS HOLDINGS INC
+$318.5K
3,600
增持
DHR
DANAHER CORPORATION
-$314.6K
179,996
+4%
减持
NOC
NORTHROP GRUMMAN CORP
-$313.6K
35,419
-1%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$312.4K
105,515
-4%
清仓
SQ
BLOCK INC
-$299.2K
0
-100%
清仓
SHOP
SHOPIFY INC
-$299.1K
0
-100%
增持
ABT
ABBOTT LABS
+$282.5K
28,451
+2%
增持
NUE
NUCOR CORP
+$281.4K
8,908
+17%
增持
SHY
ISHARES TR
-$261.1K
846,453
+1%
清仓
AIG
AMERICAN INTL GROUP INC
-$251.8K
0
-100%
减持
CVX
CHEVRON CORP NEW
-$251.0K
40,351
-0%
减持
ICSH
ISHARES TR
-$246.8K
90,149
-5%
清仓
VNQ
VANGUARD INDEX FDS
-$246.6K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$241.3K
8,925
-2%
清仓
BKLN
INVESCO EXCH TRADED FD TR II
-$233.9K
0
-100%
减持
MRNA
MODERNA INC
-$233.5K
5,072
-8%
建仓
INSP
INSPIRE MED SYS INC
+$232.4K
716
增持
APO
APOLLO GLOBAL MGMT INC
+$219.8K
9,395
+18%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$216.1K
0
-100%
减持
JEF
JEFFERIES FINL GROUP INC
+$215.2K
151,724
-0%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$210.9K
0
-100%
清仓
DEO
DIAGEO PLC
-$208.7K
0
-100%
建仓
SCHW
SCHWAB CHARLES CORP
+$208.1K
3,671
建仓
VOO
VANGUARD INDEX FDS
+$206.0K
506
减持
—
SEAGEN INC
-$204.7K
16,503
-1%
清仓
GXO
GXO LOGISTICS INCORPORATED
-$204.4K
0
-100%
建仓
APD
AIR PRODS & CHEMS INC
+$203.7K
680
增持
DAL
DELTA AIR LINES INC DEL
+$193.6K
10,746
+18%
增持
GM
GENERAL MTRS CO
+$183.7K
81,569
+1%
