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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 10
增持 55
减持 68
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
DXCM
DEXCOM INC
-$33.8M
688,866
-2%
增持
IJR
ISHARES TR
+$10.1M
846,489
+2%
减持
NVO
NOVO-NORDISK A S
-$7.9M
301,592
-2%
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
MA
MASTERCARD INCORPORATED
+$7.2M
145,886
-1%
减持
AAPL
APPLE INC
+$6.8M
320,756
-1%
减持
VTI
VANGUARD INDEX FDS
+$6.6M
481,922
-1%
减持
SHW
SHERWIN WILLIAMS CO
+$5.8M
71,270
-1%
减持
IAU
ISHARES GOLD TR
+$5.3M
1,033,901
-2%
增持
NVR
NVR INC
+$5.2M
2,323
+0%
减持
HD
HOME DEPOT INC
+$4.5M
78,420
-1%
减持
PODD
INSULET CORP
+$4.2M
162,584
-2%
减持
GOOGL
ALPHABET INC
-$4.0M
231,611
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$3.7M
638,772
+5%
增持
ZTS
ZOETIS INC
+$3.4M
143,944
+1%
增持
FTNT
FORTINET INC
+$3.4M
165,468
+5%
增持
ISRG
INTUITIVE SURGICAL INC
+$3.4M
71,243
+0%
增持
AMAT
APPLIED MATLS INC
-$3.3M
100,292
+1%
减持
DHR
DANAHER CORPORATION
+$3.2M
156,947
-3%
减持
ITW
ILLINOIS TOOL WKS INC
+$3.1M
132,508
-1%
减持
EW
EDWARDS LIFESCIENCES CORP
-$2.9M
50,178
-26%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.7M
83,727
+10%
增持
TTD
THE TRADE DESK INC
+$2.7M
204,287
+1%
增持
AGG
ISHARES TR
+$2.5M
215,627
+8%
减持
BKNG
BOOKING HOLDINGS INC
+$2.3M
10,051
-0%
增持
SYK
STRYKER CORPORATION
+$2.3M
68,564
+4%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$2.2M
763,497
+1%
增持
ABBV
ABBVIE INC
+$2.2M
74,334
+2%
减持
JPM
JPMORGAN CHASE & CO.
+$2.1M
269,477
-0%
增持
JEF
JEFFERIES FINL GROUP INC
+$2.1M
163,445
+2%
增持
QCOM
QUALCOMM INC
-$2.1M
80,669
+2%
增持
CSCO
CISCO SYS INC
+$2.1M
140,929
+23%
减持
ADBE
ADOBE INC
-$2.0M
45,168
-1%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$2.0M
35,483
-2%
增持
MSFT
MICROSOFT CORP
-$2.0M
165,826
+1%
减持
UNP
UNION PAC CORP
+$2.0M
108,505
-1%
增持
IVV
ISHARES TR
+$1.9M
58,395
+1%
减持
MTD
METTLER TOLEDO INTERNATIONAL
+$1.8M
27,283
-3%
减持
RTX
RTX CORPORATION
+$1.8M
90,665
-1%
增持
MS
MORGAN STANLEY
+$1.7M
233,502
+0%
减持
JNJ
JOHNSON & JOHNSON
+$1.7M
141,783
-3%
增持
APO
APOLLO GLOBAL MGMT INC
+$1.7M
21,755
+142%
增持
SHY
ISHARES TR
+$1.6M
704,075
+1%
减持
BF/B
BROWN FORMAN CORP
-$1.6M
127,202
-30%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$1.5M
103,898
+40%
减持
INTU
INTUIT
-$1.5M
41,711
-0%
减持
UNH
UNITEDHEALTH GROUP INC
+$1.5M
21,754
-1%
增持
CAT
CATERPILLAR INC
+$1.5M
21,079
+4%
减持
TJX
TJX COS INC NEW
+$1.4M
217,024
-1%
减持
HON
HONEYWELL INTL INC
-$1.4M
93,483
-4%
减持
NOC
NORTHROP GRUMMAN CORP
+$1.3M
17,441
-3%
减持
CGNX
COGNEX CORP
-$1.3M
163,540
-3%
减持
—
ALLEGION PLC
+$1.3M
46,490
-0%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$1.3M
11,040
-3%
建仓
BSX
BOSTON SCIENTIFIC CORP
+$1.2M
14,825
增持
GILD
GILEAD SCIENCES INC
+$1.2M
76,595
+1%
增持
SPY
SPDR S&P 500 ETF TR
+$1.2M
29,312
+2%
增持
AVGO
BROADCOM INC
+$1.2M
106,560
+893%
增持
MRK
MERCK & CO INC
-$1.1M
118,005
+0%
减持
BIIB
BIOGEN INC
-$1.1M
23,610
-4%
增持
EQIX
EQUINIX INC
+$1.1M
5,742
+10%
增持
NVDA
NVIDIA CORPORATION
+$1.1M
352,004
+4%
减持
KVUE
KENVUE INC
+$1.1M
235,694
-1%
减持
MINT
PIMCO ETF TR
-$1.1M
131,622
-8%
减持
PFE
PFIZER INC
-$1.0M
57,169
-40%
增持
—
EATON CORP PLC
+$1.0M
46,328
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$906.2K
493,907
+3%
增持
GOOG
ALPHABET INC
-$894.4K
56,064
+0%
减持
COP
CONOCOPHILLIPS
-$886.9K
70,163
-3%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$826.5K
20,134
+1%
减持
AMZN
AMAZON COM INC
-$809.6K
73,461
-2%
减持
CFG
CITIZENS FINL GROUP INC
-$802.8K
19,778
-56%
增持
DUK
DUKE ENERGY CORP NEW
+$780.4K
45,232
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$738.1K
10,071
+5%
增持
ENB
ENBRIDGE INC
+$732.9K
131,171
+2%
减持
VWO
VANGUARD INTL EQUITY INDEX F
+$710.6K
217,953
-2%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$706.6K
5,131
-25%
增持
PNW
PINNACLE WEST CAP CORP
+$705.3K
48,593
+3%
减持
ROST
ROSS STORES INC
+$678.7K
205,999
-1%
增持
SCCO
SOUTHERN COPPER CORP
+$663.1K
49,404
+5%
增持
AMGN
AMGEN INC
+$647.3K
42,439
+2%
减持
PFS
PROVIDENT FINL SVCS INC
+$622.7K
181,996
-5%
减持
SBUX
STARBUCKS CORP
+$588.6K
83,947
-14%
减持
LOW
LOWES COS INC
+$583.7K
13,339
-3%
增持
TRMB
TRIMBLE INC
+$572.9K
34,175
+23%
减持
TROW
PRICE T ROWE GROUP INC
-$560.8K
66,315
-2%
减持
INSP
INSPIRE MED SYS INC
+$534.9K
7,972
-7%
减持
DRI
DARDEN RESTAURANTS INC
+$524.3K
41,918
-0%
减持
DIS
DISNEY WALT CO
-$516.6K
101,539
-2%
减持
UPS
UNITED PARCEL SERVICE INC
-$504.7K
3,173
-54%
减持
EXAS
EXACT SCIENCES CORP
+$502.5K
33,985
-21%
减持
IDXX
IDEXX LABS INC
+$501.9K
86,683
-2%
减持
ADI
ANALOG DEVICES INC
-$469.7K
196,238
-2%
减持
VLTO
VERALTO CORP
+$439.4K
37,115
-5%
清仓
INTC
INTEL CORP
-$438.4K
0
-100%
增持
LLY
ELI LILLY & CO
+$432.4K
19,950
+5%
增持
VLO
VALERO ENERGY CORP
-$425.1K
26,099
+4%
清仓
MRNA
MODERNA INC
-$409.3K
0
-100%
清仓
DOW
DOW INC
-$401.9K
0
-100%
增持
BND
VANGUARD BD INDEX FDS
+$392.7K
108,819
+1%
减持
BX
BLACKSTONE INC
+$373.1K
12,825
-0%
增持
META
META PLATFORMS INC
+$369.9K
2,723
+15%
清仓
WY
WEYERHAEUSER CO MTN BE
-$368.0K
0
-100%
增持
NKE
NIKE INC
+$354.7K
7,832
+75%
建仓
—
TE CONNECTIVITY PLC
+$347.8K
2,300
清仓
—
TE CONNECTIVITY LTD
-$346.0K
0
-100%
增持
—
BUNGE GLOBAL SA
-$330.7K
41,061
+2%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$316.8K
79,171
-0%
增持
MCD
MCDONALDS CORP
+$311.3K
5,678
+2%
增持
PANW
PALO ALTO NETWORKS INC
+$304.6K
50,359
+1%
增持
IWM
ISHARES TR
+$296.9K
15,828
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$294.8K
243,295
-2%
清仓
ALB
ALBEMARLE CORP
-$291.7K
0
-100%
减持
COWZ
PACER FDS TR
+$289.7K
91,575
-0%
清仓
—
BLACKROCK INC
-$288.9K
0
-100%
减持
MU
MICRON TECHNOLOGY INC
-$270.2K
4,700
-18%
清仓
MAS
MASCO CORP
-$263.3K
0
-100%
清仓
ILMN
ILLUMINA INC
-$262.6K
0
-100%
增持
WSM
WILLIAMS SONOMA INC
+$258.5K
29,100
+93%
清仓
MGV
VANGUARD WORLD FD
-$253.0K
0
-100%
增持
CVX
CHEVRON CORP NEW
-$251.7K
49,051
+3%
建仓
TRV
TRAVELERS COMPANIES INC
+$249.3K
1,065
清仓
VEEV
VEEVA SYS INC
-$246.7K
0
-100%
清仓
DHI
D R HORTON INC
-$246.6K
0
-100%
增持
ORCL
ORACLE CORP
+$242.1K
7,830
+1%
清仓
—
SEALED AIR CORP NEW
-$239.9K
0
-100%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$235.6K
39,230
+4%
建仓
GS
GOLDMAN SACHS GROUP INC
+$233.6K
472
减持
IBM
INTERNATIONAL BUSINESS MACHS
+$228.3K
4,781
-0%
减持
LMT
LOCKHEED MARTIN CORP
+$227.6K
2,554
-6%
清仓
PSX
PHILLIPS 66
-$227.1K
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$227.0K
93,865
-19%
清仓
—
HOLDCO NUVO GROUP D G LTD
-$218.3K
0
-100%
减持
NOW
SERVICENOW INC
+$216.7K
3,217
-5%
清仓
DEO
DIAGEO PLC
-$216.7K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$216.3K
8,369
-16%
建仓
TDY
TELEDYNE TECHNOLOGIES INC
+$214.5K
490
增持
REGN
REGENERON PHARMACEUTICALS
+$213.8K
27,186
+1%
建仓
XLF
SELECT SECTOR SPDR TR
+$209.7K
4,626
建仓
GE
GE AEROSPACE
+$209.0K
1,108
建仓
VOO
VANGUARD INDEX FDS
+$206.9K
392
清仓
NFLX
NETFLIX INC
-$205.2K
0
-100%
建仓
MIDD
MIDDLEBY CORP
+$203.5K
1,463
建仓
HUBB
HUBBELL INC
+$203.5K
475
减持
CRM
SALESFORCE INC
+$194.3K
30,022
-4%
减持
MCO
MOODYS CORP
+$192.0K
4,244
-2%
增持
AFL
AFLAC INC
+$182.4K
8,107
+0%
减持
TECH
BIO-TECHNE CORP
-$177.2K
6,807
-32%
减持
AXP
AMERICAN EXPRESS CO
+$176.8K
4,967
-2%
减持
PHM
PULTE GROUP INC
+$175.3K
5,544
-2%
减持
ROK
ROCKWELL AUTOMATION INC
-$174.9K
1,181
-34%
