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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 16
增持 46
减持 80
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
ITW
ILLINOIS TOOL WKS INC
-$26.8M
26,850
-79%
减持
ZTS
ZOETIS INC
-$20.2M
2,269
-98%
增持
CAT
CATERPILLAR INC
+$19.3M
57,120
+103%
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
BKNG
BOOKING HOLDINGS INC
-$14.3M
5,013
-34%
减持
GOOGL
ALPHABET INC
+$13.9M
216,589
-2%
增持
SPY
SPDR S&P 500 ETF TR
+$12.3M
48,717
+55%
建仓
UBER
UBER TECHNOLOGIES INC
+$10.7M
130,838
增持
ACWI
ISHARES TR
+$10.3M
119,857
+149%
减持
MSFT
MICROSOFT CORP
-$8.3M
190,359
-2%
增持
IAU
ISHARES GOLD TR
+$8.0M
926,451
+0%
增持
IJR
ISHARES TR
+$7.3M
939,329
+6%
增持
AGG
ISHARES TR
+$7.1M
352,836
+26%
增持
BAC
BANK AMERICA CORP
+$6.9M
138,197
+940%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$6.9M
128,253
+30%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$6.8M
821,288
+12%
增持
IDXX
IDEXX LABS INC
+$6.7M
62,951
+12%
减持
AMD
ADVANCED MICRO DEVICES INC
+$6.5M
153,925
-6%
增持
URI
UNITED RENTALS INC
+$6.1M
8,227
+1359%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$5.8M
7,435
-72%
减持
AMAT
APPLIED MATLS INC
+$5.8M
114,050
-1%
减持
HD
HOME DEPOT INC
-$5.8M
79,536
-3%
增持
SCCO
SOUTHERN COPPER CORP
+$5.4M
88,648
+48%
减持
ISRG
INTUITIVE SURGICAL INC
+$5.4M
54,951
-4%
减持
LLY
ELI LILLY & CO
+$5.1M
19,078
-5%
减持
PYPL
PAYPAL HLDGS INC
-$5.0M
144,782
-28%
增持
VTI
VANGUARD INDEX FDS
+$4.9M
529,750
+1%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$4.8M
606,060
+19%
减持
PODD
INSULET CORP
-$4.7M
71,950
-12%
增持
IWD
ISHARES TR
+$4.7M
24,181
+1036%
减持
PANW
PALO ALTO NETWORKS INC
-$4.2M
167,195
-3%
增持
SHY
ISHARES TR
+$3.8M
744,803
+7%
增持
NOW
SERVICENOW INC
-$3.8M
49,283
+299%
减持
VRTX
VERTEX PHARMACEUTICALS INC
+$3.8M
74,093
-3%
减持
JPM
JPMORGAN CHASE & CO.
-$3.3M
225,602
-6%
减持
ROST
ROSS STORES INC
+$3.3M
161,866
-5%
增持
AMGN
AMGEN INC
+$3.2M
56,129
+5%
减持
AAPL
APPLE INC
+$3.2M
286,862
-2%
增持
VOO
VANGUARD INDEX FDS
+$3.2M
18,953
+34%
减持
MA
MASTERCARD INCORPORATED
-$3.1M
113,817
-5%
增持
—
EATON CORP PLC
-$3.0M
56,796
+1%
增持
JNJ
JOHNSON & JOHNSON
+$2.9M
114,250
+2%
减持
DXCM
DEXCOM INC
-$2.8M
272,836
-12%
增持
GILD
GILEAD SCIENCES INC
+$2.5M
111,531
+10%
减持
SHW
SHERWIN WILLIAMS CO
-$2.5M
67,969
-4%
减持
FTNT
FORTINET INC
-$2.4M
255,711
-5%
增持
GSY
INVESCO ACTIVELY MANAGED EXC
+$2.4M
117,880
+67%
增持
CSCO
CISCO SYS INC
+$2.3M
199,939
+5%
减持
TJX
TJX COS INC NEW
+$2.3M
299,948
-1%
减持
NVR
NVR INC
-$2.3M
2,235
-3%
减持
DRI
DARDEN RESTAURANTS INC
-$2.2M
43,367
-19%
减持
TTD
THE TRADE DESK INC
-$2.2M
122,883
-12%
减持
NVDA
NVIDIA CORPORATION
-$2.1M
288,802
-4%
减持
SYK
STRYKER CORPORATION
-$2.0M
60,194
-4%
减持
ADBE
ADOBE INC
-$2.0M
31,393
-15%
减持
HON
HONEYWELL INTL INC
-$2.0M
81,027
-4%
减持
ADI
ANALOG DEVICES INC
+$1.9M
136,572
-4%
减持
VEA
VANGUARD TAX-MANAGED FDS
+$1.8M
922,677
-1%
减持
MS
MORGAN STANLEY
+$1.7M
277,964
-7%
减持
INTU
INTUIT
-$1.6M
41,042
-3%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.5M
48,915
+2%
增持
VLO
VALERO ENERGY CORP
+$1.5M
42,376
+34%
减持
GWW
WW GRAINGER INC
-$1.3M
229
-86%
减持
NVO
NOVO-NORDISK A S
-$1.3M
160,761
-6%
减持
REGN
REGENERON PHARMACEUTICALS
+$1.3M
10,075
-13%
增持
NEE
NEXTERA ENERGY INC
+$1.2M
124,877
+7%
增持
COWZ
PACER FDS TR
+$1.2M
118,734
+15%
减持
CGNX
COGNEX CORP
-$1.2M
90,418
-8%
减持
GOOG
ALPHABET INC
+$1.2M
26,429
-10%
减持
NOC
NORTHROP GRUMMAN CORP
-$944.2K
15,775
-3%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$931.6K
5,690
-21%
减持
AVGO
BROADCOM INC
-$930.3K
70,514
-8%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$919.8K
97,202
+23%
减持
—
CHUBB LIMITED
+$907.5K
32,508
-1%
增持
QCOM
QUALCOMM INC
+$785.2K
79,871
+3%
减持
ORCL
ORACLE CORP
-$774.5K
8,375
-2%
减持
WM
WASTE MGMT INC DEL
-$725.6K
34,862
-8%
减持
DHR
DANAHER CORPORATION
+$635.0K
80,009
-10%
减持
AMZN
AMAZON COM INC
-$634.6K
35,947
-12%
增持
ABBV
ABBVIE INC
+$575.1K
86,896
+4%
减持
KVUE
KENVUE INC
-$536.1K
408,412
-13%
减持
MINT
PIMCO ETF TR
-$525.8K
71,404
-7%
清仓
TLT
ISHARES TR
-$520.0K
0
-100%
增持
APH
AMPHENOL CORP NEW
+$514.0K
12,399
+32%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$512.7K
1,227
-51%
建仓
SOLS
SOLSTICE ADVANCED MATLS INC
+$492.6K
10,139
减持
CVX
CHEVRON CORP NEW
-$491.7K
5,578
-35%
增持
CME
CME GROUP INC
+$471.6K
27,723
+6%
减持
DIS
DISNEY WALT CO
-$467.4K
85,775
-4%
减持
IBP
INSTALLED BLDG PRODS INC
-$464.2K
11,974
-17%
减持
EMR
EMERSON ELEC CO
-$452.9K
2,315
-60%
减持
MRK
MERCK & CO INC
+$451.2K
27,943
-6%
减持
BIIB
BIOGEN INC
+$419.3K
12,674
-2%
减持
COST
COSTCO WHSL CORP NEW
-$407.7K
2,025
-13%
减持
WSM
WILLIAMS SONOMA INC
-$404.1K
19,828
-2%
减持
IVV
ISHARES TR
+$401.1K
40,536
-1%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$382.3K
2,941
-18%
建仓
MGK
VANGUARD WORLD FD
+$340.5K
825
减持
BX
BLACKSTONE INC
-$339.9K
7,719
-14%
增持
SNA
SNAP ON INC
+$319.7K
23,933
+5%
减持
PEP
PEPSICO INC
-$316.3K
43,478
-7%
建仓
VYM
VANGUARD WHITEHALL FDS
+$305.7K
2,130
建仓
VIGI
VANGUARD WHITEHALL FDS
+$302.4K
3,307
增持
SCHX
SCHWAB STRATEGIC TR
+$297.6K
37,466
+39%
清仓
—
UNILEVER PLC
-$280.7K
0
-100%
建仓
UL
UNILEVER PLC
+$275.1K
4,206
建仓
LRCX
LAM RESEARCH CORP
+$272.2K
1,590
清仓
ALNY
ALNYLAM PHARMACEUTICALS INC
-$266.8K
0
-100%
减持
LOW
LOWES COS INC
-$266.6K
7,123
-10%
建仓
IHE
ISHARES TR
+$259.6K
3,060
减持
VLTO
VERALTO CORP
-$255.3K
14,737
-9%
清仓
LW
LAMB WESTON HLDGS INC
-$249.8K
0
-100%
建仓
XLI
SELECT SECTOR SPDR TR
+$248.7K
1,603
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$243.4K
4,651
+6%
减持
SBUX
STARBUCKS CORP
-$234.8K
52,288
-5%
建仓
FNDX
SCHWAB STRATEGIC TR
+$233.2K
8,570
增持
VSGX
VANGUARD WORLD FD
+$230.9K
16,300
+21%
减持
RTX
RTX CORPORATION
-$225.5K
67,387
-10%
建仓
EXAS
EXACT SCIENCES CORP
+$225.3K
2,218
清仓
STT
STATE STR CORP
-$222.6K
0
-100%
建仓
ITOT
ISHARES TR
+$220.2K
1,481
建仓
MIDD
MIDDLEBY CORP
+$217.5K
1,463
建仓
XLU
SELECT SECTOR SPDR TR
+$214.7K
5,030
建仓
AME
AMETEK INC
+$214.5K
1,045
清仓
GATX
GATX CORP
-$205.4K
0
-100%
增持
GLD
SPDR GOLD TR
+$202.2K
2,480
+13%
清仓
ARCC
ARES CAPITAL CORP
-$200.7K
0
-100%
增持
DG
DOLLAR GEN CORP NEW
+$199.0K
5,607
+6%
减持
EQIX
EQUINIX INC
-$198.3K
7,296
-1%
增持
DUK
DUKE ENERGY CORP NEW
-$197.7K
59,360
+3%
减持
TRMB
TRIMBLE INC
-$197.5K
28,944
-4%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$193.2K
6,847
-5%
减持
BSX
BOSTON SCIENTIFIC CORP
-$190.9K
3,419
-35%
减持
ABT
ABBOTT LABS
-$188.6K
13,011
-4%
减持
AXP
AMERICAN EXPRESS CO
+$188.2K
5,051
-0%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$184.3K
3,217
-20%
建仓
QYLD
GLOBAL X FDS
+$181.6K
10,280
减持
—
ACCENTURE PLC IRELAND
-$178.2K
1,960
-31%
减持
—
EXXON MOBIL CORP
-$177.0K
24,139
-12%
减持
ROKU
ROKU INC
-$177.0K
2,153
-47%
增持
JEF
JEFFERIES FINL GROUP INC
-$168.2K
173,596
+4%
减持
MU
MICRON TECHNOLOGY INC
+$166.4K
2,166
-20%
增持
IWM
ISHARES TR
+$163.1K
27,595
+1%
清仓
XETYX
EATON VANCE TAX-MANAGED DIVE
-$159.0K
0
-100%
增持
VTRS
VIATRIS INC
+$145.4K
47,437
+5%
减持
T
AT&T INC
-$130.0K
37,147
-0%
增持
XLK
SELECT SECTOR SPDR TR
+$129.7K
2,328
+219%
减持
GE
GE AEROSPACE
-$129.6K
3,472
-13%
增持
ENB
ENBRIDGE INC
-$126.8K
163,891
+4%
减持
PAYX
PAYCHEX INC
-$123.6K
5,554
-6%
增持
VGT
VANGUARD WORLD FD
+$123.6K
1,721
+9%
