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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 22
增持 44
减持 81
清仓 3
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET INC
-$26.2M
144,769
-33%
减持
MSFT
MICROSOFT CORP
-$23.7M
184,545
-3%
增持
CVX
CHEVRON CORPORATION
+$22.3M
112,121
+1910%
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
AMGN
AMGEN INC
+$19.2M
106,820
+90%
增持
IJR
ISHARES TR
+$19.2M
1,062,178
+13%
减持
INTU
INTUIT
-$17.4M
22,733
-45%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$16.4M
207,238
+62%
增持
SPY
STATE STR SPDR S&P 500 ETF T
+$15.6M
75,130
+54%
减持
JPM
JPMORGAN CHASE & CO
-$14.7M
197,112
-13%
增持
GEV
GE VERNOVA INC
+$14.0M
16,801
+1470%
减持
ISRG
INTUITIVE SURGICAL INC
-$13.4M
38,521
-30%
减持
AAPL
APPLE INC
-$13.3M
254,858
-11%
减持
HD
HOME DEPOT INC
-$13.1M
43,423
-45%
建仓
ANET
ARISTA NETWORKS INC
+$11.8M
95,784
减持
QCOM
QUALCOMM INC
-$11.0M
20,862
-74%
减持
TJX
TJX COS INC NEW
-$10.9M
219,953
-27%
减持
MA
MASTERCARD INCORPORATED
-$10.5M
109,031
-4%
增持
IAU
ISHARES GOLD TR
+$10.5M
971,659
+5%
建仓
DLR
DIGITAL RLTY TR INC
+$10.3M
57,054
增持
META
META PLATFORMS INC
+$10.2M
19,628
+1157%
减持
JEF
JEFFERIES FINANCIAL GROUP IN
-$10.0M
18,957
-89%
减持
MS
MORGAN STANLEY
-$9.9M
239,590
-14%
减持
IDXX
IDEXX LABS INC
-$9.5M
58,810
-7%
增持
ACWI
ISHARES TR
+$9.4M
190,557
+59%
减持
DIS
DISNEY WALT CO
-$9.0M
7,782
-91%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$8.8M
1,036,323
+12%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$8.5M
56,104
-24%
减持
PYPL
PAYPAL HLDGS INC
-$8.3M
3,991
-97%
建仓
BA
BOEING CO
+$8.2M
41,244
建仓
NEM
NEWMONT CORP
+$7.6M
70,394
减持
APO
APOLLO GLOBAL MGMT INC
-$7.5M
8,377
-86%
减持
BKNG
BOOKING HOLDINGS INC
-$6.9M
4,735
-6%
建仓
GNRC
GENERAC HLDGS INC
+$6.5M
33,255
增持
GS
GOLDMAN SACHS GROUP INC
+$6.4M
8,158
+1227%
减持
PANW
PALO ALTO NETWORKS INC
-$6.1M
153,949
-8%
减持
PODD
INSULET CORP
-$6.1M
68,396
-5%
减持
KVUE
KENVUE INC
-$5.8M
73,643
-82%
增持
VTI
VANGUARD INDEX FDS
-$5.6M
536,189
+1%
减持
AMAT
APPLIED MATLS INC
+$5.2M
100,888
-12%
建仓
HQY
HEALTHEQUITY INC
+$4.8M
57,666
减持
IWD
ISHARES TR
-$4.6M
2,205
-91%
减持
TTD
THE TRADE DESK INC
-$4.5M
5,875
-95%
减持
CAT
CATERPILLAR INC
+$4.4M
52,336
-8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$4.3M
309,407
+33%
减持
ROST
ROSS STORES INC
+$4.2M
154,000
-5%
减持
JNJ
JOHNSON & JOHNSON
+$4.2M
113,852
-0%
减持
AVGO
BROADCOM INC
-$4.1M
65,541
-7%
减持
LLY
ELI LILLY & CO
-$3.9M
18,018
-6%
增持
SCCO
SOUTHERN COPPER CORP
+$3.9M
96,611
+9%
减持
ADBE
ADOBE INC
-$3.9M
29,168
-7%
减持
ADI
ANALOG DEVICES INC
+$3.8M
128,457
-6%
减持
DHR
DANAHER CORP DEL
-$3.7M
77,143
-4%
减持
AMD
ADVANCED MICRO DEVICES INC
-$3.6M
144,246
-6%
增持
VOO
VANGUARD INDEX FDS
+$3.4M
25,556
+35%
增持
SHY
ISHARES TR
+$2.9M
782,135
+5%
减持
SYK
STRYKER CORPORATION
-$2.9M
55,674
-8%
减持
GSY
INVESCO ACTIVELY MANAGED EXC
-$2.8M
61,772
-48%
减持
NVO
NOVO-NORDISK A S
-$2.6M
151,689
-6%
增持
URI
UNITED RENTALS INC
+$2.6M
12,664
+54%
增持
—
EATON CORP PLC
+$2.5M
57,537
+1%
减持
NVR
NVR INC
-$2.3M
2,121
-5%
增持
GILD
GILEAD SCIENCES INC
+$2.3M
114,756
+3%
增持
NEE
NEXTERA ENERGY INC
+$2.3M
132,277
+6%
减持
HON
HONEYWELL INTL INC
+$2.2M
79,846
-1%
增持
NOW
SERVICENOW INC
-$2.0M
52,812
+7%
减持
DXCM
DEXCOM INC
-$1.9M
257,363
-6%
增持
NVDA
NVIDIA CORPORATION
+$1.7M
318,637
+10%
减持
CRM
SALESFORCE INC
-$1.7M
19,819
-3%
增持
EQIX
EQUINIX INC
+$1.7M
7,394
+1%
减持
IVV
ISHARES TR
-$1.7M
39,978
-1%
增持
VCSH
VANGUARD SCOTTSDALE FDS
+$1.6M
846,634
+3%
增持
AGG
ISHARES TR
+$1.5M
369,979
+5%
增持
COWZ
PACER FDS TR
+$1.5M
137,899
+16%
减持
MCO
MOODYS CORP
-$1.4M
12,819
-7%
减持
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-$1.3M
40,061
-18%
减持
SHW
SHERWIN WILLIAMS CO
-$1.3M
64,597
-5%
减持
NOC
NORTHROP GRUMMAN CORP
+$1.3M
15,076
-4%
增持
PEP
PEPSICO INC
+$1.3M
48,276
+11%
减持
VLO
VALERO ENERGY CORP
+$1.3M
33,000
-22%
减持
AMZN
AMAZON COM INC
-$1.2M
33,948
-6%
减持
JMST
J P MORGAN EXCHANGE TRADED F
-$1.2M
73,181
-25%
增持
ENB
ENBRIDGE INC
+$1.2M
166,480
+2%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$1.2M
5,378
-5%
减持
CGNX
COGNEX CORP
+$1.1M
89,673
-1%
减持
ABBV
ABBVIE INC
-$1.1M
86,105
-1%
增持
WM
WASTE MGMT INC DEL
+$1.1M
38,195
+10%
减持
GOOG
ALPHABET INC
-$1.1M
25,037
-5%
减持
—
EXXON MOBIL CORP
+$1.0M
23,145
-4%
增持
DUK
DUKE ENERGY CORP NEW
+$987.2K
60,675
+2%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$888.5K
5,040
-32%
增持
PNW
PINNACLE WEST CAP CORP
+$833.9K
65,653
+1%
增持
CME
CME GROUP INC
+$830.0K
28,443
+3%
建仓
—
ASTRAZENECA PLC
+$797.4K
4,043
清仓
—
ASTRAZENECA PLC
-$743.4K
0
-100%
减持
GLW
CORNING INC
+$726.6K
15,612
-2%
建仓
COO
COOPER COS INC
+$700.2K
9,793
建仓
LULU
LULULEMON ATHLETICA INC
+$699.5K
4,569
增持
—
CHUBB LTD SWITZ
+$694.0K
33,260
+2%
增持
SNA
SNAP ON INC
+$681.4K
24,582
+3%
建仓
MOH
MOLINA HEALTHCARE INC
+$612.2K
4,593
减持
ICSH
ISHARES TR
-$605.2K
28,572
-30%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$594.5K
617,567
+2%
减持
FTNT
FORTINET INC
-$589.1K
241,274
-6%
减持
L
LOEWS CORP
-$524.0K
613
-89%
减持
AES
AES CORP
-$455.2K
1,229
-96%
减持
BX
BLACKSTONE INC
-$445.2K
6,475
-16%
减持
DRI
DARDEN RESTAURANTS INC
+$427.0K
42,886
-1%
减持
ORCL
ORACLE CORP
-$422.8K
8,222
-2%
增持
COP
CONOCOPHILLIPS
+$406.2K
9,224
+6%
增持
APH
AMPHENOL CORP
+$391.5K
16,360
+32%
减持
VLTO
VERALTO CORP
-$370.1K
12,445
-16%
建仓
DECK
DECKERS OUTDOOR CORP
+$359.5K
3,592
减持
CRWD
CROWDSTRIKE HLDGS INC
-$356.5K
2,618
-11%
增持
CSCO
CISCO SYS INC
+$330.7K
202,758
+1%
减持
—
ACCENTURE PLC IRELAND
-$318.7K
1,045
-47%
减持
C
CITIGROUP INC
-$316.9K
1,736
-61%
增持
AXP
AMERICAN EXPRESS CO
-$302.1K
5,179
+3%
增持
VSGX
VANGUARD WORLD FD
+$301.7K
20,481
+26%
减持
ABT
ABBOTT LABORATORIES
-$300.3K
12,953
-0%
增持
TRMB
TRIMBLE INC
-$294.3K
30,254
+5%
减持
SBUX
STARBUCKS CORP
+$272.4K
52,189
-0%
减持
MRK
MERCK & CO INC
+$256.5K
26,584
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$252.6K
6,655
-3%
减持
BND
VANGUARD BD INDEX FDS
-$251.9K
131,854
-2%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$241.7K
2,934
-9%
建仓
LW
LAMB WESTON HLDGS INC
+$238.9K
5,653
清仓
EXAS
EXACT SCIENCES CORP
-$225.3K
0
-100%
减持
BSX
BOSTON SCIENTIFIC CORP
-$219.6K
1,696
-50%
减持
VGT
VANGUARD WORLD FD
-$219.3K
1,545
-10%
减持
PLTR
PALANTIR TECHNOLOGIES INC
-$217.1K
601
-65%
建仓
CIEN
CIENA CORP
+$215.9K
556
减持
LOW
LOWES COS INC
-$215.3K
6,359
-11%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$208.5K
4,933
+20%
建仓
SGOL
ETFS GOLD TR
+$208.0K
4,661
建仓
GATX
GATX CORP
+$200.6K
1,175
建仓
SUSB
ISHARES TR
+$196.2K
7,829
减持
REGN
REGENERON PHARMACEUTICALS
-$195.4K
9,812
-3%
减持
PAYX
PAYCHEX INC
-$195.2K
4,644
-16%
增持
ALGN
ALIGN TECHNOLOGY INC
+$187.8K
2,687
+54%
减持
UNH
UNITEDHEALTH GROUP INC
-$187.1K
1,956
-10%
减持
IVW
ISHARES TR
-$186.5K
157
-91%
建仓
SO
SOUTHERN CO
+$186.3K
1,930
增持
HAS
HASBRO INC
+$186.0K
6,964
+23%
建仓
—
VERIS RESIDENTIAL INC
+$184.2K
9,761
建仓
AB
ALLIANCEBERNSTEIN HLDG L P
+$182.0K
4,860
清仓
QYLD
GLOBAL X FDS
-$181.6K
0
-100%
建仓
APD
AIR PRODUCTS AND CHEMICALS I
+$181.6K
625
建仓
DSI
ISHARES TR
+$180.4K
1,488
减持
SOLS
SOLSTICE ADVANCED MATLS INC
+$178.7K
8,813
-13%
建仓
HPQ
HP INC
+$177.5K
9,242
