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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 6
增持 51
减持 75
清仓 18
方向
标的
Δ市值
现股数(环比)
减持
DXCM
DEXCOM INC
-$15.6M
491,744
-22%
减持
TTD
THE TRADE DESK INC
-$13.2M
208,874
-0%
减持
AAPL
APPLE INC
-$10.9M
314,161
-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
NVDA
NVIDIA CORPORATION
-$9.8M
340,395
-2%
减持
AVGO
BROADCOM INC
-$9.5M
92,276
-14%
减持
DHR
DANAHER CORPORATION
-$9.3M
121,514
-18%
减持
MSFT
MICROSOFT CORP
-$8.8M
173,594
-1%
减持
AMD
ADVANCED MICRO DEVICES INC
-$8.6M
190,690
-18%
增持
GOOGL
ALPHABET INC
-$8.0M
232,481
+0%
清仓
TROW
PRICE T ROWE GROUP INC
-$7.5M
0
-100%
减持
NVO
NOVO-NORDISK A S
-$7.5M
267,067
-12%
减持
PODD
INSULET CORP
-$7.4M
121,891
-19%
减持
IAU
ISHARES GOLD TR
+$7.3M
909,622
-3%
减持
ROST
ROSS STORES INC
-$6.4M
193,348
-6%
减持
ADI
ANALOG DEVICES INC
-$6.1M
168,787
-11%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$6.0M
77,901
-1%
增持
IJR
ISHARES TR
-$5.6M
828,954
+3%
减持
SPY
SPDR S&P 500 ETF TR
-$5.6M
34,874
-19%
减持
JEF
JEFFERIES FINL GROUP INC
-$5.5M
148,720
-14%
减持
IDXX
IDEXX LABS INC
-$5.5M
65,278
-18%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$5.4M
21,080
-15%
增持
MS
MORGAN STANLEY
+$5.2M
301,969
+26%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$5.2M
24,860
-26%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$5.1M
747,905
+9%
减持
ISRG
INTUITIVE SURGICAL INC
-$4.9M
63,763
-9%
减持
AMZN
AMAZON COM INC
-$4.5M
57,498
-18%
增持
VTI
VANGUARD INDEX FDS
-$4.3M
462,156
+2%
增持
—
ACCENTURE PLC IRELAND
+$3.9M
15,327
+524%
增持
PYPL
PAYPAL HLDGS INC
-$3.9M
229,712
+4%
减持
GOOG
ALPHABET INC
-$3.8M
44,567
-21%
减持
MRK
MERCK & CO INC
-$3.8M
86,335
-25%
增持
APO
APOLLO GLOBAL MGMT INC
+$3.7M
52,534
+152%
减持
ADBE
ADOBE INC
-$3.5M
41,550
-5%
增持
AMGN
AMGEN INC
+$3.2M
45,111
+8%
减持
BKNG
BOOKING HOLDINGS INC
-$3.0M
7,740
-1%
增持
ABBV
ABBVIE INC
+$2.8M
75,706
+3%
增持
AGG
ISHARES TR
+$2.5M
245,112
+9%
减持
CRM
SALESFORCE INC
-$2.5M
24,998
-9%
减持
HON
HONEYWELL INTL INC
-$2.5M
80,966
-7%
清仓
—
BUNGE GLOBAL SA
-$2.4M
0
-100%
增持
GILD
GILEAD SCIENCES INC
+$2.3M
86,661
+8%
减持
MA
MASTERCARD INCORPORATED
-$2.2M
133,361
-7%
减持
WSM
WILLIAMS SONOMA INC
-$2.2M
20,185
-30%
增持
NVR
NVR INC
-$2.0M
2,349
+1%
增持
GWW
GRAINGER W W INC
+$1.9M
2,367
+540%
增持
DRI
DARDEN RESTAURANTS INC
+$1.8M
48,696
+10%
减持
NEOG
NEOGEN CORP
-$1.8M
17,328
-89%
增持
AMAT
APPLIED MATLS INC
-$1.7M
119,323
+2%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$1.7M
89,142
-27%
增持
CVX
CHEVRON CORP NEW
+$1.7M
49,603
+9%
增持
PEP
PEPSICO INC
+$1.6M
42,452
+37%
减持
MINT
PIMCO ETF TR
-$1.6M
107,510
-13%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$1.5M
24,639
+20%
减持
DIS
DISNEY WALT CO
-$1.5M
98,297
-2%
减持
ITW
ILLINOIS TOOL WKS INC
-$1.5M
128,498
-2%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.4M
715,585
+1%
减持
RTX
RTX CORPORATION
+$1.3M
88,964
-1%
减持
IVV
ISHARES TR
-$1.3M
48,729
-0%
减持
CGNX
COGNEX CORP
-$1.3M
113,125
-13%
增持
FTNT
FORTINET INC
+$1.3M
269,420
+3%
增持
SHW
SHERWIN WILLIAMS CO
+$1.3M
73,164
+2%
减持
JNJ
JOHNSON & JOHNSON
+$1.2M
122,077
-7%
增持
—
EATON CORP PLC
-$1.2M
52,698
+13%
增持
DUK
DUKE ENERGY CORP NEW
+$1.1M
51,354
+8%
减持
NOW
SERVICENOW INC
-$1.1M
2,624
-14%
增持
KVUE
KENVUE INC
+$1.1M
261,078
+8%
增持
CSCO
CISCO SYS INC
+$1.0M
158,436
+7%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$914.4K
502,579
+3%
减持
LLY
ELI LILLY & CO
-$907.0K
25,188
-10%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$891.4K
7,645
-27%
减持
LOW
LOWES COS INC
-$840.1K
9,293
-24%
增持
SHY
ISHARES TR
+$834.7K
655,942
+1%
增持
REGN
REGENERON PHARMACEUTICALS
-$803.5K
26,259
+7%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$798.4K
1
减持
BIIB
BIOGEN INC
-$798.2K
16,080
-18%
减持
BF/B
BROWN FORMAN CORP
-$796.9K
55,875
-21%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$794.1K
92,268
+6%
增持
PNW
PINNACLE WEST CAP CORP
+$784.1K
52,614
+6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$716.6K
43,126
+8%
增持
BND
VANGUARD BD INDEX FDS
+$715.6K
120,472
+7%
减持
INTU
INTUIT
-$703.4K
43,191
-0%
减持
WST
WEST PHARMACEUTICAL SVSC INC
-$682.0K
1,333
-55%
清仓
TNDM
TANDEM DIABETES CARE INC
-$681.0K
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$680.3K
10,546
-46%
增持
ENB
ENBRIDGE INC
+$650.3K
141,109
+7%
减持
BX
BLACKSTONE INC
-$639.3K
12,409
-10%
增持
SNA
SNAP ON INC
+$597.4K
15,549
+14%
减持
SBUX
STARBUCKS CORP
-$572.6K
64,332
-15%
增持
—
CHUBB LIMITED
+$572.3K
4,273
+64%
减持
VLTO
VERALTO CORP
-$567.2K
18,268
-21%
减持
ZTS
ZOETIS INC
-$566.2K
160,524
-3%
减持
NOC
NORTHROP GRUMMAN CORP
+$553.1K
16,517
-2%
增持
VLO
VALERO ENERGY CORP
+$549.4K
27,780
+9%
增持
TGT
TARGET CORP
+$516.9K
35,698
+50%
增持
SCCO
SOUTHERN COPPER CORP
+$513.5K
53,858
+9%
减持
LMT
LOCKHEED MARTIN CORP
-$495.1K
1,533
-37%
建仓
DG
DOLLAR GEN CORP NEW
+$493.4K
5,611
减持
JPM
JPMORGAN CHASE & CO.
+$463.6K
263,612
-2%
减持
QQQ
INVESCO QQQ TR
-$454.1K
2,528
-21%
增持
QCOM
QUALCOMM INC
+$443.4K
85,044
+4%
减持
META
META PLATFORMS INC
-$433.1K
1,892
-27%
增持
PANW
PALO ALTO NETWORKS INC
-$425.8K
108,565
+4%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$419.8K
1,688
-55%
增持
EQIX
EQUINIX INC
-$396.5K
6,391
+7%
清仓
INSP
INSPIRE MED SYS INC
-$382.3K
0
-100%
减持
TXN
TEXAS INSTRS INC
-$349.3K
6,145
-21%
减持
UNP
UNION PAC CORP
-$344.8K
53,202
-6%
减持
AIG
AMERICAN INTL GROUP INC
-$336.4K
55,429
-22%
清仓
WPC
WP CAREY INC
-$330.7K
0
-100%
清仓
—
TE CONNECTIVITY PLC
-$328.8K
0
-100%
建仓
BIL
SPDR SER TR
+$321.1K
3,500
减持
HPQ
HP INC
-$316.5K
8,533
-50%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$315.0K
217,530
+1%
建仓
VRSN
VERISIGN INC
+$310.7K
1,224
增持
NEE
NEXTERA ENERGY INC
+$299.6K
100,283
+6%
清仓
PRU
PRUDENTIAL FINL INC
-$292.7K
0
-100%
减持
SYK
STRYKER CORPORATION
+$284.0K
68,282
-2%
清仓
ACWI
ISHARES TR
-$283.4K
0
-100%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$280.9K
8,010
-20%
增持
TJX
TJX COS INC NEW
+$278.9K
218,881
+0%
减持
—
ALLEGION PLC
-$255.4K
44,736
-4%
清仓
DAL
DELTA AIR LINES INC DEL
-$252.4K
0
-100%
增持
WMT
WALMART INC
+$251.8K
8,425
+56%
减持
COST
COSTCO WHSL CORP NEW
-$250.3K
2,539
-12%
增持
PM
PHILIP MORRIS INTL INC
+$249.0K
6,136
+2%
清仓
ROK
ROCKWELL AUTOMATION INC
-$247.8K
0
-100%
清仓
BIO
BIO RAD LABS INC
-$247.4K
0
-100%
清仓
AEE
AMEREN CORP
-$244.7K
0
-100%
建仓
GE
GE AEROSPACE
+$244.0K
1,219
清仓
UPS
UNITED PARCEL SERVICE INC
-$241.9K
0
-100%
减持
TRMB
TRIMBLE INC
-$235.2K
31,425
-3%
减持
PFE
PFIZER INC
-$231.6K
29,727
-20%
清仓
VOO
VANGUARD INDEX FDS
-$231.2K
0
-100%
清仓
TDY
TELEDYNE TECHNOLOGIES INC
-$227.4K
0
-100%
减持
ICSH
ISHARES TR
-$224.0K
48,080
-9%
建仓
MIDD
MIDDLEBY CORP
+$222.3K
1,463
减持
—
EXXON MOBIL CORP
+$221.9K
26,370
-3%
清仓
SHOP
SHOPIFY INC
-$218.0K
0
-100%
清仓
CFG
CITIZENS FINL GROUP INC
-$212.4K
0
-100%
减持
—
JOHNSON CTLS INTL PLC
-$209.6K
4,091
-40%
清仓
SWKS
SKYWORKS SOLUTIONS INC
-$202.6K
0
-100%
增持
V
VISA INC
+$175.7K
3,654
+5%
减持
EXAS
EXACT SCIENCES CORP
-$173.8K
5,078
-28%
增持
MCO
MOODYS CORP
+$169.7K
5,211
+9%
增持
VEU
VANGUARD INTL EQUITY INDEX F
+$168.3K
37,836
+2%
减持
T
AT&T INC
+$164.5K
37,758
-5%
增持
XLF
SELECT SECTOR SPDR TR
+$155.7K
7,615
+65%
减持
ARCC
ARES CAPITAL CORP
-$139.7K
11,535
-36%
减持
COP
CONOCOPHILLIPS
-$133.7K
11,513
-15%
减持
KMI
KINDER MORGAN INC DEL
-$133.6K
12,328
-30%
