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Beacon Financial Advisory LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Beacon Financial Advisory LLC
报告期 2026-03-31 · CIK 0001800502
持仓数
402
前50大市值合计
$221.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 150 项
建仓 16
增持 76
减持 51
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
TSLA
TESLA INC
+$2.0M
3,501
+256%
建仓
BBAG
J P MORGAN EXCHANGE-TRADED F
+$1.1M
19,683
清仓
—
GENERAL ELECTRIC CO
-$1.0M
0
-100%
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。
建仓
GE
GENERAL ELECTRIC CO
+$999.0K
9,699
增持
EJUL
INNOVATOR ETFS TR
+$977.0K
65,635
+149%
减持
ORCL
ORACLE CORP
-$668.0K
3,509
-72%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$660.0K
8,000
建仓
DOW
DOW INC
+$607.0K
10,539
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$583.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$496.0K
2,804
-51%
增持
AAPL
APPLE INC
+$476.0K
46,682
+4%
减持
GOVT
ISHARES TR
-$458.0K
25,638
-40%
增持
MUB
ISHARES TR
+$421.0K
5,592
+186%
建仓
MBB
ISHARES TR
+$414.0K
3,824
建仓
IYW
ISHARES TR
+$405.0K
4,003
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$379.0K
7,984
增持
MSFT
MICROSOFT CORP
+$344.0K
12,304
+7%
减持
SCHJ
SCHWAB STRATEGIC TR
-$343.0K
9,585
-41%
建仓
REM
ISHARES TR
+$337.0K
9,306
清仓
—
MARATHON OIL CORP
-$319.0K
0
-100%
建仓
FALN
ISHARES TR
+$315.0K
10,477
建仓
VUG
VANGUARD INDEX FDS
+$292.0K
1,005
建仓
VTV
VANGUARD INDEX FDS
+$275.0K
2,030
增持
ABBV
ABBVIE INC
+$268.0K
10,259
+38%
建仓
AMGN
AMGEN INC
+$263.0K
1,239
增持
STIP
ISHARES TR
+$254.0K
18,759
+15%
增持
T
AT&T INC
+$236.0K
69,502
+22%
建仓
MRNA
MODERNA INC
+$219.0K
568
清仓
CVX
CHEVRON CORP NEW
-$217.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$214.0K
17,570
+6%
建仓
SHYG
ISHARES TR
+$210.0K
4,606
建仓
TMO
THERMO FISHER SCIENTIFIC INC
+$206.0K
361
清仓
IDV
ISHARES TR
-$206.0K
0
-100%
减持
CLIX
PROSHARES TR
-$205.0K
11,275
-5%
清仓
COMT
ISHARES U S ETF TR
-$203.0K
0
-100%
建仓
USHY
ISHARES TR
+$201.0K
4,833
减持
JPST
J P MORGAN EXCHANGE-TRADED F
-$187.0K
72,146
-5%
减持
XSOE
WISDOMTREE TR
-$183.0K
9,672
-25%
增持
EFG
ISHARES TR
+$169.0K
6,338
+34%
减持
SHY
ISHARES TR
-$163.0K
11,756
-14%
增持
IEFA
ISHARES TR
+$160.0K
13,326
+20%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$155.0K
15,954
-16%
增持
QUAL
ISHARES TR
+$153.0K
16,574
+8%
减持
QQQ
INVESCO QQQ TR
-$150.0K
6,309
-7%
增持
—
EXXON MOBIL CORP
-$150.0K
50,380
+2%
减持
MTUM
ISHARES TR
-$145.0K
5,525
-14%
增持
ITOT
ISHARES TR
+$143.0K
22,686
+7%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$130.0K
22,939
-4%
减持
META
FACEBOOK INC
-$121.0K
3,306
-7%
减持
PFE
PFIZER INC
+$116.0K
30,348
-0%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$115.0K
98,562
+5%
清仓
—
SIRIUS XM HOLDINGS INC
-$114.0K
0
-100%
增持
—
BLUEROCK RESIDENTIAL GWT REI
+$113.0K
26,676
+20%
增持
BND
VANGUARD BD INDEX FDS
+$111.0K
23,397
+6%
减持
IJUL
INNOVATOR ETFS TR
-$110.0K
85,654
-5%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$108.0K
2,142
+14%
增持
IQLT
ISHARES TR
+$90.0K
30,907
+10%
减持
XLK
SELECT SECTOR SPDR TR
-$90.0K
5,350
-11%
增持
TGT
TARGET CORP
-$86.0K
6,883
+0%
增持
MMM
3M CO
-$85.0K
3,685
+0%
增持
GOOGL
ALPHABET INC
+$84.0K
352
+0%
增持
FSK
FS KKR CAP CORP
+$81.0K
61,039
+4%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$79.0K
10,435
+0%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$78.0K
36,574
+4%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$77.0K
13,990
+10%
减持
IVV
ISHARES TR
-$74.0K
8,542
-2%
增持
PG
PROCTER AND GAMBLE CO
+$72.0K
14,353
+0%
增持
IUSB
ISHARES TR
+$72.0K
6,293
+28%
增持
VBK
VANGUARD INDEX FDS
+$71.0K
2,533
+15%
增持
JPM
JPMORGAN CHASE & CO
+$69.0K
8,314
+0%
减持
F
FORD MTR CO DEL
-$65.0K
16,739
-18%
减持
ACWV
ISHARES INC
-$64.0K
20,819
-3%
增持
NVDA
NVIDIA CORPORATION
+$60.0K
7,122
+303%
减持
MDIV
FIRST TR EXCHANGE-TRADED FD
-$58.0K
13,520
-18%
减持
DGRO
ISHARES TR
-$55.0K
54,976
-2%
增持
SPIP
SPDR SER TR
+$54.0K
8,564
+26%
增持
—
HYDROFARM HLDGS GROUP INC
-$52.0K
10,697
+38%
增持
SPY
SPDR S&P 500 ETF TR
+$52.0K
7,607
+1%
增持
IVW
ISHARES TR
+$50.0K
26,620
+1%
增持
AMZN
AMAZON COM INC
-$50.0K
390
+1%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$50.0K
21,367
-4%
增持
DFAU
DIMENSIONAL ETF TRUST
+$47.0K
38,871
+4%
减持
AOM
ISHARES TR
-$47.0K
107,340
-0%
减持
IJH
ISHARES TR
-$45.0K
7,515
-0%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$45.0K
15,372
+3%
增持
QCOM
QUALCOMM INC
-$44.0K
3,245
+0%
减持
NEM
NEWMONT CORP
-$44.0K
4,545
-1%
增持
NFLX
NETFLIX INC
+$43.0K
500
+1%
减持
VHT
VANGUARD WORLD FDS
-$42.0K
1,854
-8%
增持
BOCT
INNOVATOR ETFS TR
+$41.0K
30,200
+3%
减持
PYPL
PAYPAL HLDGS INC
-$39.0K
1,217
-0%
增持
VO
VANGUARD INDEX FDS
+$39.0K
5,282
+3%
减持
MRK
MERCK & CO INC
-$39.0K
12,672
-1%
减持
VYM
VANGUARD WHITEHALL FDS
-$39.0K
5,976
-5%
增持
CRM
SALESFORCE COM INC
+$39.0K
1,391
+0%
增持
IRM
IRON MTN INC NEW
+$38.0K
15,820
+3%
减持
BSV
VANGUARD BD INDEX FDS
-$37.0K
15,637
-3%
增持
IVE
ISHARES TR
+$36.0K
7,457
+5%
增持
HD
HOME DEPOT INC
+$35.0K
1,933
+3%
增持
SACH
SACHEM CAP CORP
+$35.0K
27,255
+28%
减持
KOCT
INNOVATOR ETFS TR
-$35.0K
42,689
-3%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$34.0K
5,168
+1%
增持
PAYX
PAYCHEX INC
+$34.0K
6,623
+0%
减持
VB
VANGUARD INDEX FDS
-$33.0K
4,650
-0%
减持
BWX
SPDR SER TR
-$33.0K
10,685
-8%
增持
SPYM
SPDR SER TR
+$32.0K
24,549
+2%
增持
IJR
ISHARES TR
-$32.0K
11,870
+1%
增持
ESGU
ISHARES TR
+$30.0K
13,807
+2%
增持
MU
MICRON TECHNOLOGY INC
-$30.0K
3,319
+6%
减持
SPAB
SPDR SER TR
-$30.0K
20,486
-4%
减持
HDV
ISHARES TR
-$30.0K
2,735
-8%
增持
IWF
ISHARES TR
+$29.0K
1,681
+6%
减持
USMV
ISHARES TR
-$28.0K
44,826
-1%
增持
MCD
MCDONALDS CORP
+$28.0K
2,475
+0%
减持
XLI
SELECT SECTOR SPDR TR
-$28.0K
4,020
-2%
增持
EFV
ISHARES TR
+$28.0K
13,403
+6%
减持
VGT
VANGUARD WORLD FDS
-$27.0K
2,307
-3%
增持
TIP
ISHARES TR
+$27.0K
6,461
+4%
减持
XLY
SELECT SECTOR SPDR TR
-$26.0K
5,552
-3%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$26.0K
22,655
-1%
增持
CSCO
CISCO SYS INC
+$26.0K
17,729
+0%
增持
INTC
INTEL CORP
-$24.0K
14,771
+2%
增持
IGRO
ISHARES TR
-$24.0K
14,925
+1%
增持
DFAI
DIMENSIONAL ETF TRUST
+$24.0K
23,689
+5%
减持
GAA
CAMBRIA ETF TR
-$24.0K
20,436
-1%
增持
XLE
SELECT SECTOR SPDR TR
+$24.0K
9,044
+9%
减持
IXG
ISHARES TR
-$24.0K
3,083
-10%
增持
PLD
PROLOGIS INC.
+$23.0K
3,712
+0%
增持
VBR
VANGUARD INDEX FDS
+$23.0K
10,156
+4%
增持
IWM
ISHARES TR
-$22.0K
2,659
+1%
减持
VNQ
VANGUARD INDEX FDS
-$21.0K
8,540
-2%
增持
VOO
VANGUARD INDEX FDS
+$21.0K
3,982
+1%
增持
AGG
ISHARES TR
+$21.0K
2,429
+9%
增持
EFA
ISHARES TR
+$21.0K
3,730
+9%
增持
DIS
DISNEY WALT CO
-$20.0K
5,014
+2%
减持
IGSB
ISHARES TR
-$20.0K
5,597
-6%
减持
SPMD
SPDR SER TR
-$20.0K
6,568
-4%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$20.0K
17,575
+4%
增持
CAT
CATERPILLAR INC
-$20.0K
1,268
+5%
减持
JPIB
J P MORGAN EXCHANGE-TRADED F
-$18.0K
7,035
-4%
减持
ABT
ABBOTT LABS
-$18.0K
2,235
-8%
减持
XLB
SELECT SECTOR SPDR TR
-$17.0K
2,646
-4%
减持
BAPR
INNOVATOR ETFS TR
-$16.0K
12,954
-4%
减持
SOXX
ISHARES TR
-$16.0K
1,011
-2%
增持
EMR
EMERSON ELEC CO
-$16.0K
7,743
+0%
增持
SCHA
SCHWAB STRATEGIC TR
+$16.0K
3,282
+9%
增持
—
ANNALY CAPITAL MANAGEMENT IN
-$14.0K
58,057
+3%
增持
VXF
VANGUARD INDEX FDS
-$14.0K
2,504
+0%
减持
IGE
ISHARES TR
-$13.0K
8,009
-2%
增持
KO
COCA COLA CO
-$13.0K
9,711
+1%
