小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 7
增持 48
减持 82
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
PYPL
PAYPAL HLDGS INC
+$18.5M
220,776
+4429%
清仓
ULTA
ULTA BEAUTY INC
-$14.4M
0
-100%
减持
UNP
UNION PAC CORP
-$13.8M
56,627
-48%
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
FTNT
FORTINET INC
+$11.8M
260,882
+58%
减持
AMD
ADVANCED MICRO DEVICES INC
-$11.7M
233,523
-4%
减持
REGN
REGENERON PHARMACEUTICALS
-$11.1M
24,508
-10%
减持
IDXX
IDEXX LABS INC
-$10.9M
79,604
-8%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$10.6M
24,756
-9%
增持
NVO
NOVO-NORDISK A S
-$9.9M
302,233
+0%
减持
DHR
DANAHER CORPORATION
-$9.5M
148,907
-5%
增持
SPY
SPDR S&P 500 ETF TR
+$8.3M
42,828
+46%
减持
JPM
JPMORGAN CHASE & CO.
+$7.4M
267,825
-1%
减持
IJR
ISHARES TR
-$6.7M
801,214
-5%
增持
AVGO
BROADCOM INC
+$6.5M
107,502
+1%
减持
COP
CONOCOPHILLIPS
-$6.0M
13,540
-81%
增持
AAPL
APPLE INC
+$5.9M
322,192
+0%
增持
MS
MORGAN STANLEY
+$5.7M
238,938
+2%
增持
GOOGL
ALPHABET INC
+$5.5M
232,184
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$5.5M
706,560
-7%
减持
VTI
VANGUARD INDEX FDS
-$5.2M
453,086
-6%
减持
SHY
ISHARES TR
-$5.1M
651,761
-7%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$5.1M
78,824
-0%
减持
ADI
ANALOG DEVICES INC
-$5.1M
188,748
-4%
减持
IAU
ISHARES GOLD TR
-$5.0M
936,197
-9%
减持
IVV
ISHARES TR
-$5.0M
48,767
-16%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$4.4M
33,727
-5%
增持
SNA
SNAP ON INC
+$4.2M
13,676
+875%
增持
LLY
ELI LILLY & CO
+$4.0M
28,122
+41%
减持
JNJ
JOHNSON & JOHNSON
-$4.0M
131,438
-7%
减持
NVDA
NVIDIA CORPORATION
+$4.0M
347,838
-1%
减持
ADBE
ADOBE INC
-$3.9M
43,769
-3%
增持
NVR
NVR INC
-$3.8M
2,328
+0%
减持
BKNG
BOOKING HOLDINGS INC
-$3.6M
7,789
-23%
减持
BF/B
BROWN FORMAN CORP
-$3.6M
70,913
-44%
增持
JEF
JEFFERIES FINL GROUP INC
+$3.4M
172,151
+5%
清仓
EW
EDWARDS LIFESCIENCES CORP
-$3.3M
0
-100%
减持
MA
MASTERCARD INCORPORATED
+$3.3M
143,058
-2%
减持
DXCM
DEXCOM INC
+$3.0M
632,728
-8%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$3.0M
122,792
+93%
增持
SHW
SHERWIN WILLIAMS CO
-$2.9M
71,461
+0%
减持
AMGN
AMGEN INC
-$2.8M
41,824
-1%
增持
MSFT
MICROSOFT CORP
+$2.7M
175,591
+6%
增持
TTD
THE TRADE DESK INC
+$2.3M
209,755
+3%
减持
CL
COLGATE PALMOLIVE CO
-$2.0M
7,842
-70%
减持
CGNX
COGNEX CORP
-$1.9M
130,540
-20%
减持
EXAS
EXACT SCIENCES CORP
-$1.9M
7,005
-79%
减持
MRK
MERCK & CO INC
-$1.9M
115,689
-2%
减持
VLTO
VERALTO CORP
-$1.8M
23,048
-38%
增持
PANW
PALO ALTO NETWORKS INC
+$1.7M
104,151
+107%
减持
AMZN
AMAZON COM INC
+$1.7M
70,275
-4%
增持
UNH
UNITEDHEALTH GROUP INC
-$1.7M
21,840
+0%
减持
ABBV
ABBVIE INC
-$1.6M
73,669
-1%
减持
BIIB
BIOGEN INC
-$1.6M
19,609
-17%
减持
—
BUNGE GLOBAL SA
-$1.6M
30,871
-25%
减持
PODD
INSULET CORP
+$1.5M
150,780
-7%
减持
ISRG
INTUITIVE SURGICAL INC
+$1.5M
69,953
-2%
减持
DIS
DISNEY WALT CO
+$1.4M
100,568
-1%
减持
ITW
ILLINOIS TOOL WKS INC
-$1.4M
131,434
-1%
增持
DRI
DARDEN RESTAURANTS INC
+$1.4M
44,350
+6%
增持
GOOG
ALPHABET INC
+$1.4M
56,409
+1%
增持
INTU
INTUIT
+$1.3M
43,313
+4%
减持
NOC
NORTHROP GRUMMAN CORP
-$1.3M
16,842
-3%
减持
SBUX
STARBUCKS CORP
-$1.3M
75,429
-10%
减持
INSP
INSPIRE MED SYS INC
-$1.3M
2,062
-74%
增持
AMAT
APPLIED MATLS INC
-$1.3M
116,873
+17%
增持
CSCO
CISCO SYS INC
+$1.2M
147,469
+5%
增持
SCCO
SOUTHERN COPPER CORP
-$1.2M
49,600
+0%
增持
ZTS
ZOETIS INC
-$1.1M
165,694
+15%
增持
NEE
NEXTERA ENERGY INC
-$1.1M
94,985
+1%
减持
PEP
PEPSICO INC
-$1.1M
31,012
-10%
增持
QCOM
QUALCOMM INC
-$1.1M
82,152
+2%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.1M
39,878
+2%
减持
NEOG
NEOGEN CORP
-$1.0M
160,326
-10%
减持
CRM
SALESFORCE INC
+$990.1K
27,540
-8%
增持
GILD
GILEAD SCIENCES INC
+$989.2K
80,232
+5%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$898.7K
216,403
-1%
增持
TJX
TJX COS INC NEW
+$871.8K
218,366
+1%
清仓
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-$864.0K
0
-100%
减持
WSM
WILLIAMS SONOMA INC
+$853.7K
28,955
-0%
增持
VEA
VANGUARD TAX-MANAGED FDS
-$839.1K
687,880
+8%
增持
HD
HOME DEPOT INC
-$829.1K
79,556
+1%
减持
MINT
PIMCO ETF TR
-$813.2K
123,977
-6%
减持
APO
APOLLO GLOBAL MGMT INC
+$731.1K
20,880
-4%
建仓
—
CHUBB LIMITED
+$718.1K
2,599
减持
TNDM
TANDEM DIABETES CARE INC
-$702.0K
18,905
-42%
增持
—
ALLEGION PLC
-$683.8K
46,615
+0%
减持
PFE
PFIZER INC
-$669.6K
37,122
-35%
清仓
OKTA
OKTA INC
-$655.7K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$617.0K
3,207
+53%
减持
LOW
LOWES COS INC
-$605.4K
12,186
-9%
减持
CVX
CHEVRON CORP NEW
-$604.0K
45,704
-7%
减持
CFG
CITIZENS FINL GROUP INC
-$599.9K
4,854
-75%
减持
TGT
TARGET CORP
-$594.7K
23,736
-3%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$559.7K
2,993
-42%
清仓
TECH
BIO-TECHNE CORP
-$544.1K
0
-100%
减持
RTX
RTX CORPORATION
-$538.4K
90,275
-0%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$529.7K
487,019
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$522.0K
87,346
+4%
增持
EQIX
EQUINIX INC
+$510.6K
5,947
+4%
增持
BSX
BOSTON SCIENTIFIC CORP
+$501.8K
19,527
+32%
减持
CRWD
CROWDSTRIKE HLDGS INC
+$490.5K
10,483
-5%
减持
MCD
MCDONALDS CORP
-$461.0K
4,374
-23%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$417.3K
20,459
+2%
增持
BX
BLACKSTONE INC
+$410.0K
13,768
+7%
减持
VLO
VALERO ENERGY CORP
-$404.5K
25,447
-2%
清仓
—
MARATHON OIL CORP
-$398.9K
0
-100%
增持
SYK
STRYKER CORPORATION
+$364.6K
69,807
+2%
减持
NOW
SERVICENOW INC
+$352.9K
3,047
-5%
增持
T
AT&T INC
+$351.4K
39,670
+58%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$334.8K
3,721
-15%
减持
—
EXXON MOBIL CORP
-$324.2K
27,093
-2%
清仓
GD
GENERAL DYNAMICS CORP
-$322.4K
0
-100%
建仓
ITA
ISHARES TR
+$320.6K
2,206
减持
LMT
LOCKHEED MARTIN CORP
-$313.1K
2,428
-5%
清仓
CSX
CSX CORP
-$300.2K
0
-100%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$285.5K
3,500
增持
KVUE
KENVUE INC
-$285.1K
241,990
+3%
建仓
ACWI
ISHARES TR
+$283.4K
2,412
减持
PM
PHILIP MORRIS INTL INC
-$283.1K
6,024
-27%
建仓
BLK
BLACKROCK INC
+$278.8K
272
增持
ENB
ENBRIDGE INC
+$275.4K
132,036
+1%
减持
TXN
TEXAS INSTRS INC
-$275.2K
7,752
-7%
减持
TROW
PRICE T ROWE GROUP INC
+$275.0K
66,307
-0%
减持
HON
HONEYWELL INTL INC
+$271.3K
86,746
-7%
减持
NSC
NORFOLK SOUTHN CORP
-$267.1K
1,345
-43%
建仓
MRSH
MARSH & MCLENNAN COS INC
+$249.8K
1,176
增持
MCO
MOODYS CORP
+$242.9K
4,768
+12%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$239.2K
0
-100%
增持
AIG
AMERICAN INTL GROUP INC
+$225.1K
70,816
+5%
建仓
SHOP
SHOPIFY INC
+$218.0K
2,050
清仓
GE
GE AEROSPACE
-$209.0K
0
-100%
清仓
IRTC
IRHYTHM TECHNOLOGIES INC
-$208.4K
0
-100%
减持
WPC
WP CAREY INC
-$206.9K
6,070
-30%
清仓
MIDD
MIDDLEBY CORP
-$203.5K
0
-100%
清仓
HUBB
HUBBELL INC
-$203.5K
0
-100%
减持
MDLZ
MONDELEZ INTL INC
-$193.4K
3,814
-33%
增持
VEU
VANGUARD INTL EQUITY INDEX F
-$191.0K
37,046
+1%
减持
UPS
UNITED PARCEL SERVICE INC
-$190.7K
1,918
-40%
减持
NVS
NOVARTIS AG
-$189.2K
7,197
-7%
增持
—
EATON CORP PLC
+$185.2K
46,826
+1%
增持
SCHX
SCHWAB STRATEGIC TR
+$180.3K
24,599
+328%
减持
TRMB
TRIMBLE INC
+$176.3K
32,525
-5%
减持
ARCC
ARES CAPITAL CORP
-$163.0K
18,059
-32%
减持
PEG
PUBLIC SVC ENTERPRISE GRP IN
-$147.9K
27,088
-1%
减持
AEE
AMEREN CORP
-$138.9K
2,745
-37%
减持
ROST
ROSS STORES INC
+$134.3K
205,852
-0%
减持
QRVO
QORVO INC
-$129.6K
3,125
-7%
减持
CMCSA
COMCAST CORP NEW
-$126.8K
24,783
-2%
减持
HSIC
HENRY SCHEIN INC
-$114.6K
11,759
-8%
减持
PFS
PROVIDENT FINL SVCS INC
-$113.4K
172,996
-5%
