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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 14
增持 44
减持 77
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
TXN
TEXAS INSTRS INC
-$16.6M
12,198
-89%
减持
NVDA
NVIDIA CORPORATION
+$15.2M
38,365
-2%
增持
PANW
PALO ALTO NETWORKS INC
+$12.3M
48,571
+829%
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。
增持
ISRG
INTUITIVE SURGICAL INC
+$11.5M
70,654
+43%
减持
DXCM
DEXCOM INC
+$9.1M
744,066
-2%
减持
AAPL
APPLE INC
-$8.5M
324,548
-3%
减持
PODD
INSULET CORP
-$8.5M
175,004
-1%
增持
JPM
JPMORGAN CHASE & CO
+$8.4M
271,231
+0%
增持
IJR
ISHARES TR
+$8.3M
731,747
+9%
清仓
USB
US BANCORP DEL
-$8.2M
0
-100%
减持
VTI
VANGUARD INDEX FDS
+$7.9M
483,845
-3%
减持
MA
MASTERCARD INCORPORATED
+$7.8M
150,613
-1%
减持
NVO
NOVO-NORDISK A S
+$6.9M
321,869
-3%
减持
AMD
ADVANCED MICRO DEVICES INC
+$6.9M
251,218
-4%
增持
AMAT
APPLIED MATLS INC
+$6.1M
97,522
+12%
减持
MSFT
MICROSOFT CORP
+$5.9M
163,295
-2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$4.4M
36,667
+538%
减持
ADBE
ADOBE INC
-$4.3M
45,063
-1%
增持
ABBV
ABBVIE INC
+$3.9M
73,947
+20%
减持
SPY
SPDR S&P 500 ETF TR
-$3.9M
28,373
-28%
增持
DIS
DISNEY WALT CO
+$3.8M
102,458
+5%
减持
SYK
STRYKER CORPORATION
+$3.6M
64,805
-1%
减持
LLY
ELI LILLY & CO
+$3.5M
18,822
-2%
增持
AMGN
AMGEN INC
+$3.4M
41,950
+41%
增持
IAU
ISHARES GOLD TR
+$3.3M
1,058,762
+0%
减持
HD
HOME DEPOT INC
+$3.1M
97,125
-1%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.1M
559,409
+7%
减持
TTD
THE TRADE DESK INC
+$2.8M
196,382
-2%
减持
MRK
MERCK & CO INC
+$2.8M
123,252
-0%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$2.7M
98,615
-35%
清仓
GM
GENERAL MTRS CO
-$2.7M
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS
+$2.6M
26,396
+2%
增持
AGG
ISHARES TR
+$2.4M
186,394
+17%
减持
DHR
DANAHER CORPORATION
+$2.4M
169,795
-2%
减持
GOOGL
ALPHABET INC
+$2.4M
230,710
-1%
减持
IVV
ISHARES TR
+$2.4M
58,944
-2%
减持
NVR
NVR INC
+$2.2M
2,271
-2%
增持
KVUE
KENVUE INC
+$2.1M
234,346
+73%
减持
SHW
SHERWIN WILLIAMS CO
+$2.0M
70,667
-2%
减持
AMZN
AMAZON COM INC
+$2.0M
77,592
-2%
减持
BF/B
BROWN FORMAN CORP
-$1.9M
222,562
-5%
增持
CAT
CATERPILLAR INC
+$1.9M
24,314
+3%
减持
IDXX
IDEXX LABS INC
-$1.9M
93,563
-1%
减持
QCOM
QUALCOMM INC
+$1.9M
80,282
-1%
减持
UNP
UNION PAC CORP
-$1.9M
107,687
-7%
减持
—
EATON CORP PLC
+$1.8M
53,473
-13%
增持
ZTS
ZOETIS INC
-$1.8M
68,568
+1%
减持
ROKU
ROKU INC
-$1.8M
5,356
-77%
减持
BIIB
BIOGEN INC
-$1.5M
26,254
-5%
增持
TROW
PRICE T ROWE GROUP INC
+$1.5M
66,004
+8%
减持
EW
EDWARDS LIFESCIENCES CORP
+$1.3M
72,707
-1%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
31,484
-2%
减持
ROST
ROSS STORES INC
+$1.3M
214,359
-2%
减持
TJX
TJX COS INC NEW
+$1.3M
214,874
-2%
增持
SHY
ISHARES TR
+$1.2M
689,691
+3%
减持
HON
HONEYWELL INTL INC
-$1.2M
102,877
-3%
增持
VLO
VALERO ENERGY CORP
+$1.2M
25,408
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.1M
69,352
+3%
减持
CFG
CITIZENS FINL GROUP INC
-$1.1M
60,095
-40%
减持
CRM
SALESFORCE INC
+$1.1M
32,785
-2%
减持
TECH
BIO-TECHNE CORP
-$1.0M
29,639
-27%
减持
RTX
RTX CORPORATION
+$1.0M
98,848
-4%
减持
UPS
UNITED PARCEL SERVICE INC
-$997.4K
7,745
-43%
减持
SBUX
STARBUCKS CORP
-$979.9K
107,251
-4%
增持
COP
CONOCOPHILLIPS
+$963.1K
72,706
+2%
增持
SCCO
SOUTHERN COPPER CORP
+$948.4K
42,208
+2%
减持
INTC
INTEL CORP
-$938.7K
121,009
-3%
增持
JEF
JEFFERIES FINL GROUP INC
+$933.5K
158,630
+6%
减持
ADI
ANALOG DEVICES INC
-$905.2K
210,347
-2%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$903.7K
100,595
-15%
减持
NEOG
NEOGEN CORP
-$896.1K
189,626
-2%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$887.7K
479,812
+3%
减持
IBP
INSTALLED BLDG PRODS INC
-$874.5K
5,338
-57%
减持
AVGO
BROADCOM INC
-$844.6K
11,176
-20%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$831.2K
37,614
-5%
减持
EXAS
EXACT SCIENCES CORP
-$814.0K
55,520
-12%
增持
AIG
AMERICAN INTL GROUP INC
+$800.1K
64,172
+3%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$781.6K
77,717
-0%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$780.8K
215,365
+8%
减持
TGT
TARGET CORP
+$777.6K
23,779
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$777.0K
750,580
+1%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$738.3K
11,742
-1%
减持
ULTA
ULTA BEAUTY INC
+$729.4K
36,972
-3%
减持
NSC
NORFOLK SOUTHN CORP
-$727.2K
2,345
-58%
增持
COWZ
PACER FDS TR
+$702.7K
88,408
+4%
增持
PFS
PROVIDENT FINL SVCS INC
-$689.7K
201,947
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$649.9K
9,295
+2%
减持
GOOG
ALPHABET INC
+$645.9K
59,112
-0%
减持
INTU
INTUIT
+$607.0K
41,130
-2%
增持
MS
MORGAN STANLEY
+$563.9K
229,645
+2%
增持
CVX
CHEVRON CORP NEW
+$563.1K
47,852
+2%
清仓
TSLA
TESLA INC
-$562.3K
0
-100%
增持
DE
DEERE & CO
+$541.5K
2,071
+168%
减持
JNJ
JOHNSON & JOHNSON
-$532.5K
155,015
-3%
减持
GLW
CORNING INC
-$519.8K
20,465
-48%
减持
NOC
NORTHROP GRUMMAN CORP
-$472.1K
26,548
-6%
增持
BND
VANGUARD BD INDEX FDS
+$470.5K
91,488
+9%
增持
GILD
GILEAD SCIENCES INC
-$467.7K
75,864
+2%
减持
LOW
LOWES COS INC
+$437.1K
14,550
-1%
建仓
AJG
GALLAGHER ARTHUR J & CO
+$387.6K
1,550
减持
MKC
MCCORMICK & CO INC
-$376.1K
4,800
-56%
增持
PFE
PFIZER INC
+$368.5K
70,567
+28%
清仓
VYM
VANGUARD WHITEHALL FDS
-$364.0K
0
-100%
清仓
RCS
PIMCO STRATEGIC INCOME FD
-$363.1K
0
-100%
建仓
CSX
CSX CORP
+$348.2K
9,394
减持
—
SHOCKWAVE MED INC
+$344.5K
2,683
-3%
增持
META
META PLATFORMS INC
+$342.9K
2,406
+3%
清仓
YUM
YUM BRANDS INC
-$339.7K
0
-100%
减持
—
EXXON MOBIL CORP
-$337.2K
25,888
-23%
建仓
—
TE CONNECTIVITY LTD
+$334.1K
2,300
清仓
IVW
ISHARES TR
-$327.1K
0
-100%
减持
NEE
NEXTERA ENERGY INC
+$325.3K
113,306
-0%
增持
IJH
ISHARES TR
+$310.0K
13,645
+629%
建仓
MAS
MASCO CORP
+$307.6K
3,900
减持
MINT
PIMCO ETF TR
-$307.3K
151,448
-3%
建仓
PSX
PHILLIPS 66
+$306.9K
1,879
清仓
MOS
MOSAIC CO NEW
-$304.1K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$296.0K
0
-100%
减持
ICSH
ISHARES TR
-$295.2K
64,034
-9%
增持
WY
WEYERHAEUSER CO MTN BE
+$295.1K
152,738
+2%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$294.2K
5,018
-8%
增持
DRI
DARDEN RESTAURANTS INC
+$293.2K
42,451
+3%
建仓
DHI
D R HORTON INC
+$288.0K
1,750
增持
V
VISA INC
+$281.9K
3,928
+26%
清仓
SMG
SCOTTS MIRACLE-GRO CO
-$280.5K
0
-100%
建仓
C
CITIGROUP INC
+$271.0K
4,286
减持
WST
WEST PHARMACEUTICAL SVSC INC
+$259.0K
7,258
-2%
建仓
DEO
DIAGEO PLC
+$256.7K
1,726
减持
—
ALLEGION PLC
+$256.5K
45,678
-2%
减持
CSCO
CISCO SYS INC
-$254.1K
116,268
-3%
减持
CMCSA
COMCAST CORP NEW
-$253.7K
23,371
-19%
减持
VLTO
VERALTO CORP
-$253.6K
42,353
-13%
减持
CL
COLGATE PALMOLIVE CO
+$250.2K
27,277
-1%
减持
CME
CME GROUP INC
-$246.0K
2,376
-34%
清仓
MET
METLIFE INC
-$240.5K
0
-100%
增持
—
BUNGE GLOBAL SA
+$236.4K
39,611
+5%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$235.9K
5,435
-30%
增持
LW
LAMB WESTON HLDGS INC
+$234.9K
4,563
+96%
建仓
COO
COOPER COS INC
+$232.5K
2,292
清仓
ZS
ZSCALER INC
-$229.8K
0
-100%
清仓
GIS
GENERAL MLS INC
-$225.3K
0
-100%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$219.3K
39,841
+6%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$217.2K
3,500
清仓
—
COOPER COS INC
-$216.8K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$215.9K
4,949
建仓
TPL
TEXAS PACIFIC LAND CORPORATI
+$215.2K
372
清仓
CMP
COMPASS MINERALS INTL INC
-$211.5K
0
-100%
建仓
HDV
ISHARES TR
+$207.6K
1,884
减持
GLD
SPDR GOLD TR
-$207.2K
2,918
-31%
建仓
IWV
ISHARES TR
+$203.2K
677
