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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 6
增持 61
减持 80
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
MSFT
MICROSOFT CORP
+$21.8M
193,824
+23%
减持
GOOGL
ALPHABET INC
+$14.1M
221,617
-2%
增持
VTI
VANGUARD INDEX FDS
+$13.8M
526,159
+1%
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
IJR
ISHARES TR
+$13.5M
888,362
+5%
减持
AAPL
APPLE INC
+$13.5M
293,615
-2%
增持
IDXX
IDEXX LABS INC
+$9.9M
56,241
+16%
增持
IAU
ISHARES GOLD TR
+$9.8M
923,448
+0%
增持
NOW
SERVICENOW INC
+$9.7M
12,339
+686%
减持
DXCM
DEXCOM INC
-$9.3M
310,304
-10%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$8.4M
7,221
-51%
增持
TJX
TJX COS INC NEW
+$8.3M
302,747
+5%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.2M
932,557
+11%
减持
TTD
THE TRADE DESK INC
-$7.6M
140,369
-30%
建仓
CME
CME GROUP INC
+$7.1M
26,274
减持
ISRG
INTUITIVE SURGICAL INC
-$6.5M
57,473
-3%
减持
FTNT
FORTINET INC
-$6.3M
270,196
-1%
减持
CVX
CHEVRON CORP NEW
-$6.2M
8,641
-84%
减持
NVDA
NVIDIA CORPORATION
+$6.1M
299,981
-5%
减持
REGN
REGENERON PHARMACEUTICALS
-$5.9M
11,525
-51%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.6M
1,938
-90%
增持
MCO
MOODYS CORP
+$5.1M
14,748
+280%
减持
INTU
INTUIT
-$4.8M
42,107
-1%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$4.5M
76,142
-1%
减持
—
ACCENTURE PLC IRELAND
-$4.1M
2,855
-82%
增持
ABBV
ABBVIE INC
+$4.0M
83,267
+1%
减持
NVO
NOVO-NORDISK A S
-$3.8M
170,939
-12%
增持
JNJ
JOHNSON & JOHNSON
+$3.8M
111,831
+1%
增持
HD
HOME DEPOT INC
+$3.4M
81,807
+1%
减持
BKNG
BOOKING HOLDINGS INC
-$3.2M
7,618
-1%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$3.0M
78,990
-43%
增持
CAT
CATERPILLAR INC
+$3.0M
28,145
+5%
减持
MS
MORGAN STANLEY
+$2.9M
299,568
-6%
减持
ROST
ROSS STORES INC
+$2.9M
169,952
-6%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$2.9M
47,744
+3%
减持
PODD
INSULET CORP
-$2.7M
81,340
-8%
减持
AMAT
APPLIED MATLS INC
+$2.5M
114,880
-0%
减持
SYK
STRYKER CORPORATION
-$2.3M
62,714
-2%
增持
JEF
JEFFERIES FINL GROUP INC
+$2.2M
167,013
+4%
增持
SNA
SNAP ON INC
+$2.2M
22,877
+24%
减持
LLY
ELI LILLY & CO
-$2.2M
20,158
-10%
减持
AVGO
BROADCOM INC
+$2.1M
76,794
-9%
增持
ALL
ALLSTATE CORP
+$2.1M
36,173
+29%
减持
AMD
ADVANCED MICRO DEVICES INC
+$2.1M
163,765
-5%
增持
WM
WASTE MGMT INC DEL
+$2.1M
37,971
+38%
减持
JPM
JPMORGAN CHASE & CO.
+$2.0M
240,887
-6%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.9M
16,312
+1%
减持
ZTS
ZOETIS INC
-$1.8M
139,991
-2%
减持
PYPL
PAYPAL HLDGS INC
-$1.7M
200,041
-2%
增持
KVUE
KENVUE INC
+$1.7M
467,108
+67%
增持
HON
HONEYWELL INTL INC
-$1.7M
84,369
+1%
减持
ADBE
ADOBE INC
-$1.6M
36,744
-3%
减持
ITW
ILLINOIS TOOL WKS INC
+$1.6M
128,303
-0%
增持
—
EATON CORP PLC
+$1.6M
56,478
+3%
减持
DHR
DANAHER CORPORATION
-$1.6M
89,179
-8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$1.5M
230,139
+4%
增持
SCCO
SOUTHERN COPPER CORP
+$1.4M
59,974
+4%
增持
AGG
ISHARES TR
+$1.4M
280,368
+4%
减持
AMZN
AMAZON COM INC
-$1.4M
40,679
-13%
增持
CSCO
CISCO SYS INC
+$1.4M
191,060
+13%
减持
NVR
NVR INC
+$1.4M
2,312
-1%
增持
VLO
VALERO ENERGY CORP
+$1.4M
31,742
+5%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$1.3M
98,608
+1%
减持
RTX
RTX CORPORATION
+$1.3M
75,206
-3%
减持
CGNX
COGNEX CORP
+$1.3M
98,150
-1%
减持
GOOG
ALPHABET INC
+$1.3M
29,276
-11%
减持
CRM
SALESFORCE INC
-$1.2M
22,560
-6%
增持
VOO
VANGUARD INDEX FDS
+$1.1M
14,196
+6%
增持
—
CHUBB LIMITED
+$1.1M
32,733
+16%
减持
MA
MASTERCARD INCORPORATED
-$1.1M
119,639
-3%
增持
DRI
DARDEN RESTAURANTS INC
-$1.1M
53,637
+4%
增持
ENB
ENBRIDGE INC
+$1.1M
157,861
+3%
增持
SHY
ISHARES TR
+$1.0M
697,304
+2%
增持
QCOM
QUALCOMM INC
+$1.0M
77,403
+4%
增持
NEE
NEXTERA ENERGY INC
+$973.4K
116,533
+3%
减持
MINT
PIMCO ETF TR
-$972.9K
76,378
-11%
减持
DIS
DISNEY WALT CO
-$952.5K
89,310
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$805.0K
734,289
+1%
增持
ACWI
ISHARES TR
+$697.7K
48,136
+4%
减持
IBP
INSTALLED BLDG PRODS INC
+$689.7K
14,474
-9%
减持
IWM
ISHARES TR
+$671.3K
27,400
-1%
增持
APO
APOLLO GLOBAL MGMT INC
+$613.1K
64,382
+15%
增持
DUK
DUKE ENERGY CORP NEW
+$579.8K
57,821
+4%
减持
SBUX
STARBUCKS CORP
-$576.2K
54,822
-4%
增持
PEP
PEPSICO INC
+$569.1K
46,684
+3%
增持
ORCL
ORACLE CORP
+$549.6K
8,558
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$547.3K
31,401
-10%
减持
GWW
GRAINGER W W INC
-$512.3K
1,639
-18%
减持
PANW
PALO ALTO NETWORKS INC
-$512.3K
171,855
-1%
增持
AMGN
AMGEN INC
+$480.8K
53,589
+2%
增持
GILD
GILEAD SCIENCES INC
+$478.3K
101,082
+4%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$463.5K
2,523
-39%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$422.8K
7,230
-13%
增持
CAH
CARDINAL HEALTH INC
+$422.5K
5,126
+125%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$380.5K
509,466
-2%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$357.9K
70,583
-9%
增持
BND
VANGUARD BD INDEX FDS
+$352.3K
133,144
+3%
建仓
GLP
GLOBAL PARTNERS LP
+$350.4K
7,300
增持
VSGX
VANGUARD WORLD FD
+$333.9K
13,500
+47%
减持
ICSH
ISHARES TR
-$328.0K
41,580
-14%
减持
META
META PLATFORMS INC
-$308.1K
1,470
-22%
减持
IWD
ISHARES TR
-$301.3K
2,128
-44%
增持
COWZ
PACER FDS TR
+$297.8K
103,547
+1%
增持
MTB
M & T BK CORP
+$274.5K
4,114
+48%
减持
BSX
BOSTON SCIENTIFIC CORP
-$273.3K
5,294
-28%
增持
AES
AES CORP
+$264.9K
30,801
+131%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$244.8K
1,290
减持
KO
COCA COLA CO
-$243.9K
8,576
-25%
清仓
EXAS
EXACT SCIENCES CORP
-$239.3K
0
-100%
建仓
SRE
SEMPRA
+$237.0K
2,634
增持
ZION
ZIONS BANCORPORATION N A
+$234.0K
8,905
+71%
减持
PAYX
PAYCHEX INC
-$233.8K
5,890
-13%
清仓
VONG
VANGUARD SCOTTSDALE FDS
-$221.9K
0
-100%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$211.6K
3,591
-7%
建仓
BIO
BIO RAD LABS INC
+$211.1K
753
清仓
MIDD
MIDDLEBY CORP
-$210.7K
0
-100%
减持
COST
COSTCO WHSL CORP NEW
-$210.0K
2,327
-3%
增持
PNW
PINNACLE WEST CAP CORP
+$208.6K
65,011
+3%
建仓
GATX
GATX CORP
+$205.4K
1,175
减持
VUG
VANGUARD INDEX FDS
-$199.9K
424
-54%
减持
BNY
BANK NEW YORK MELLON CORP
+$195.6K
11,467
-1%
减持
IVV
ISHARES TR
+$194.3K
40,884
-7%
减持
ADSK
AUTODESK INC
-$184.5K
1,103
-36%
减持
BF/B
BROWN FORMAN CORP
-$168.9K
40,918
-14%
增持
EQIX
EQUINIX INC
+$166.6K
7,390
+5%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$153.9K
585
-55%
减持
—
EXXON MOBIL CORP
-$152.7K
27,334
-9%
增持
ADP
AUTOMATIC DATA PROCESSING IN
-$144.7K
26,374
+3%
减持
ALGN
ALIGN TECHNOLOGY INC
-$144.2K
1,794
-8%
减持
QQQ
INVESCO QQQ TR
-$142.2K
2,479
-16%
减持
CMCSA
COMCAST CORP NEW
-$140.3K
24,055
-4%
减持
HSIC
HENRY SCHEIN INC
-$135.9K
9,405
-10%
增持
TXN
TEXAS INSTRS INC
-$135.0K
5,965
+1%
减持
APH
AMPHENOL CORP NEW
+$133.0K
9,387
-10%
减持
ABT
ABBOTT LABS
-$130.7K
13,579
-5%
减持
VEU
VANGUARD INTL EQUITY INDEX F
+$128.4K
37,019
-1%
减持
BX
BLACKSTONE INC
+$127.7K
8,953
-4%
减持
TRMB
TRIMBLE INC
+$118.0K
30,193
-2%
增持
PEG
PUBLIC SVC ENTERPRISE GRP IN
+$113.7K
28,380
+6%
减持
PFS
PROVIDENT FINL SVCS INC
+$102.9K
158,996
-6%
增持
PFE
PFIZER INC
+$93.3K
27,627
+10%
增持
PM
PHILIP MORRIS INTL INC
-$93.2K
5,792
+2%
增持
IJH
ISHARES TR
+$88.6K
15,859
+4%
增持
AXP
AMERICAN EXPRESS CO
+$87.7K
5,059
+1%
减持
PG
PROCTER AND GAMBLE CO
-$82.9K
5,272
-6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$80.2K
16,650
+11%
减持
MCD
MCDONALDS CORP
-$79.0K
2,434
-13%
减持
GE
GE AEROSPACE
-$68.8K
3,986
-19%
减持
XLF
SELECT SECTOR SPDR TR
-$64.1K
6,163
-19%
增持
MO
ALTRIA GROUP INC
+$62.6K
7,318
+2%
减持
T
AT&T INC
-$61.9K
37,277
-3%
