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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 13
增持 35
减持 81
清仓 21
方向
标的
Δ市值
现股数(环比)
减持
DXCM
DEXCOM INC
+$21.3M
758,079
-3%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$18.1M
739,955
-26%
增持
AGG
ISHARES TR
+$15.4M
159,433
+3321%
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
SHY
ISHARES TR
-$14.8M
672,429
-22%
增持
VTI
VANGUARD INDEX FDS
+$12.3M
496,884
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
+$11.2M
260,959
-2%
减持
MSFT
MICROSOFT CORP
+$10.0M
167,117
-0%
增持
IJR
ISHARES TR
+$9.9M
670,306
+1%
减持
IDXX
IDEXX LABS INC
+$9.7M
94,430
-3%
减持
PODD
INSULET CORP
+$9.3M
177,243
-3%
增持
REGN
REGENERON PHARMACEUTICALS
+$7.6M
25,989
+41%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$7.0M
464,241
-23%
增持
SPY
SPDR S&P 500 ETF TR
+$7.0M
39,424
+43%
减持
JPM
JPMORGAN CHASE & CO
+$6.2M
270,248
-1%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$6.2M
0
-100%
建仓
BND
VANGUARD BD INDEX FDS
+$6.2M
83,947
减持
AAPL
APPLE INC
+$5.8M
333,206
-2%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$5.2M
77,920
+2%
减持
ROST
ROSS STORES INC
+$5.1M
217,958
-2%
增持
UNP
UNION PAC CORP
+$5.0M
115,418
+1%
增持
BKNG
BOOKING HOLDINGS INC
+$4.9M
10,052
+1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$4.8M
39,621
-22%
减持
INTU
INTUIT
+$4.7M
41,802
-0%
增持
NEE
NEXTERA ENERGY INC
+$4.6M
113,864
+180%
减持
PFE
PFIZER INC
-$4.5M
55,220
-70%
增持
HD
HOME DEPOT INC
+$4.4M
98,459
+0%
减持
DHR
DANAHER CORPORATION
-$4.2M
172,836
-3%
增持
ADBE
ADOBE INC
+$4.1M
45,398
+1%
减持
SHW
SHERWIN WILLIAMS CO
+$4.1M
72,229
-0%
清仓
—
BUNGE LIMITED
-$4.0M
0
-100%
建仓
VLTO
VERALTO CORP
+$4.0M
48,731
清仓
CBT
CABOT CORP
-$3.9M
0
-100%
减持
IAU
ISHARES GOLD TR
+$3.9M
1,055,130
-1%
减持
MA
MASTERCARD INCORPORATED
+$3.9M
151,806
-1%
建仓
—
BUNGE GLOBAL SA
+$3.8M
37,885
减持
ITW
ILLINOIS TOOL WKS INC
+$3.8M
121,115
-0%
减持
ADI
ANALOG DEVICES INC
+$3.8M
214,090
-3%
减持
NVO
NOVO-NORDISK A S
+$3.5M
333,020
-2%
清仓
—
SEAGEN INC
-$3.4M
0
-100%
减持
ULTA
ULTA BEAUTY INC
+$3.2M
37,965
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.2M
520,800
+5%
减持
MINT
PIMCO ETF TR
-$3.0M
155,666
-16%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$3.0M
118,405
+102%
增持
PEP
PEPSICO INC
+$3.0M
36,812
+94%
减持
IVV
ISHARES TR
+$2.7M
59,925
-1%
减持
QCOM
QUALCOMM INC
+$2.7M
81,009
-1%
增持
NVR
NVR INC
+$2.5M
2,310
+1%
增持
ABBV
ABBVIE INC
+$2.2M
61,528
+25%
增持
AMAT
APPLIED MATLS INC
+$2.2M
86,720
+1%
减持
HON
HONEYWELL INTL INC
+$2.0M
106,414
-3%
减持
ORCL
ORACLE CORP
-$2.0M
5,641
-77%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$2.0M
32,111
-4%
减持
MS
MORGAN STANLEY
+$1.9M
225,839
-4%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.9M
67,619
+9%
增持
INTC
INTEL CORP
+$1.9M
125,049
+1%
减持
BX
BLACKSTONE INC
-$1.9M
12,875
-61%
减持
NVDA
NVIDIA CORPORATION
+$1.9M
39,292
-3%
减持
ISRG
INTUITIVE SURGICAL INC
+$1.8M
49,491
-3%
增持
SYK
STRYKER CORPORATION
+$1.8M
65,404
+1%
清仓
SPGI
S&P GLOBAL INC
-$1.7M
0
-100%
减持
—
EATON CORP PLC
+$1.7M
61,781
-0%
减持
USB
US BANCORP DEL
+$1.7M
188,745
-4%
清仓
KLAC
KLA CORP
-$1.6M
0
-100%
清仓
—
ICON PLC
-$1.6M
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$1.6M
159,846
-7%
减持
CRM
SALESFORCE INC
+$1.5M
33,466
-7%
减持
ZTS
ZOETIS INC
+$1.5M
67,979
-0%
减持
AVGO
BROADCOM INC
-$1.4M
14,027
-32%
增持
AIG
AMERICAN INTL GROUP INC
+$1.4M
62,232
+35%
减持
GOOGL
ALPHABET INC
+$1.4M
232,067
-2%
减持
COST
COSTCO WHSL CORP NEW
-$1.3M
3,744
-44%
增持
TJX
TJX COS INC NEW
+$1.3M
218,946
+1%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.2M
28,153
+4%
减持
DE
DEERE & CO
-$1.2M
773
-81%
增持
TTD
THE TRADE DESK INC
-$1.2M
199,752
+0%
增持
—
ALLEGION PLC
+$1.1M
46,545
+0%
清仓
TRV
TRAVELERS COMPANIES INC
-$1.0M
0
-100%
减持
TXN
TEXAS INSTRS INC
+$991.0K
110,074
-2%
减持
BF/B
BROWN FORMAN CORP
-$911.7K
235,036
-5%
减持
RTX
RTX CORPORATION
+$902.6K
102,541
-4%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$898.2K
11,852
-7%
清仓
FDX
FEDEX CORP
-$890.9K
0
-100%
减持
DRI
DARDEN RESTAURANTS INC
+$866.9K
41,403
-0%
清仓
BA
BOEING CO
-$851.2K
0
-100%
减持
LLY
ELI LILLY & CO
+$832.2K
19,114
-0%
减持
AXP
AMERICAN EXPRESS CO
-$775.8K
5,271
-55%
减持
UNH
UNITEDHEALTH GROUP INC
-$643.4K
32,130
-8%
减持
—
EXXON MOBIL CORP
-$630.4K
33,471
-1%
清仓
CMI
CUMMINS INC
-$616.8K
0
-100%
减持
TGT
TARGET CORP
+$590.2K
24,128
-6%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$552.1K
13,187
-38%
增持
CVX
CHEVRON CORP NEW
-$522.7K
46,829
+5%
增持
GILD
GILEAD SCIENCES INC
+$520.6K
74,371
+1%
减持
PFS
PROVIDENT FINL SVCS INC
+$511.2K
201,447
-1%
增持
ROKU
ROKU INC
+$500.7K
23,582
+0%
减持
JEF
JEFFERIES FINL GROUP INC
+$493.1K
150,015
-1%
减持
PG
PROCTER AND GAMBLE CO
-$492.3K
7,285
-32%
减持
CAT
CATERPILLAR INC
+$482.7K
23,676
-1%
增持
SCCO
SOUTHERN COPPER CORP
+$475.8K
41,217
+1%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$475.2K
0
-100%
减持
WMT
WALMART INC
-$462.0K
1,526
-65%
减持
ICSH
ISHARES TR
-$459.0K
70,150
-11%
减持
AMGN
AMGEN INC
+$458.8K
29,682
-1%
减持
VLO
VALERO ENERGY CORP
-$452.3K
24,140
-5%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$444.1K
7,421
-9%
建仓
ALB
ALBEMARLE CORP
+$441.2K
3,054
减持
CGNX
COGNEX CORP
-$439.8K
190,007
-4%
减持
TROW
PRICE T ROWE GROUP INC
-$422.2K
61,014
-8%
减持
WY
WEYERHAEUSER CO MTN BE
+$421.5K
149,258
-4%
减持
LMT
LOCKHEED MARTIN CORP
-$415.8K
3,190
-30%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$409.4K
152,240
+5%
增持
DUK
DUKE ENERGY CORP NEW
+$400.7K
44,698
+0%
减持
MRK
MERCK & CO INC
+$397.1K
123,856
-3%
清仓
VOE
VANGUARD INDEX FDS
-$392.9K
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$389.5K
0
-100%
清仓
VIOV
VANGUARD ADMIRAL FDS INC
-$385.3K
0
-100%
减持
IWM
ISHARES TR
+$366.1K
15,578
-0%
建仓
VYM
VANGUARD WHITEHALL FDS
+$364.0K
3,260
建仓
RCS
PIMCO STRATEGIC INCOME FD
+$363.1K
59,718
增持
MCD
MCDONALDS CORP
+$358.3K
7,320
+6%
增持
CSCO
CISCO SYS INC
-$358.0K
119,894
+0%
减持
MCO
MOODYS CORP
+$355.5K
5,034
-1%
减持
ILMN
ILLUMINA INC
-$338.9K
7,363
-26%
清仓
FBIN
FORTUNE BRANDS INNOVATIONS I
-$300.5K
0
-100%
减持
PYPL
PAYPAL HLDGS INC
-$295.5K
7,639
-42%
清仓
IWO
ISHARES TR
-$288.0K
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP
+$283.4K
73,418
-4%
减持
NOW
SERVICENOW INC
+$270.3K
3,480
-11%
清仓
IGSB
ISHARES TR
-$269.8K
0
-100%
建仓
FELG
FIDELITY COVINGTON TRUST
+$262.9K
10,021
减持
SCHX
SCHWAB STRATEGIC TR
-$262.0K
5,034
-53%
清仓
CIEN
CIENA CORP
-$258.7K
0
-100%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$253.2K
199,879
-2%
减持
TNDM
TANDEM DIABETES CARE INC
+$250.4K
37,930
-10%
建仓
ZION
ZIONS BANCORPORATION N A
+$243.4K
5,549
减持
BIIB
BIOGEN INC
-$240.8K
27,626
-4%
减持
PANW
PALO ALTO NETWORKS INC
+$240.6K
5,230
-6%
减持
EXAS
EXACT SCIENCES CORP
+$238.0K
62,830
-3%
增持
COWZ
PACER FDS TR
+$237.7K
85,299
+0%
减持
TECH
BIO-TECHNE CORP
-$235.7K
40,423
-18%
清仓
TPL
TEXAS PACIFIC LAND CORPORATI
-$226.1K
0
-100%
建仓
GIS
GENERAL MLS INC
+$225.3K
3,458
减持
LOW
LOWES COS INC
-$222.5K
14,690
-13%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$218.7K
490
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$217.9K
2,050
建仓
—
COOPER COS INC
+$216.8K
573
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$215.9K
5,455
-23%
建仓
MIDD
MIDDLEBY CORP
+$215.3K
1,463
清仓
MO
ALTRIA GROUP INC
-$210.7K
0
-100%
增持
—
ACCENTURE PLC IRELAND
+$210.4K
3,065
+9%
