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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
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 150 项
建仓 24
增持 83
减持 30
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AAPL
APPLE INC
+$2.5M
51,111
+9%
减持
TSLA
TESLA INC
-$1.7M
960
-73%
增持
MCD
MCDONALDS CORP
+$1.2M
6,686
+170%
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
RDVY
FIRST TR EXCHANGE-TRADED FD
+$950.0K
25,655
+221%
增持
MSFT
MICROSOFT CORP
+$885.0K
12,945
+5%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$847.0K
109,448
+11%
增持
VTI
VANGUARD INDEX FDS
+$826.0K
19,584
+11%
建仓
NUE
NUCOR CORP
+$773.0K
6,769
清仓
PAYX
PAYCHEX INC
-$745.0K
0
-100%
增持
NVDA
NVIDIA CORPORATION
+$677.0K
7,316
+3%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$636.0K
85,086
+18%
增持
QCOM
QUALCOMM INC
+$634.0K
5,757
+77%
增持
IVV
ISHARES TR
+$587.0K
8,946
+5%
增持
PFE
PFIZER INC
+$534.0K
31,146
+3%
建仓
MUNI
PIMCO ETF TR
+$531.0K
9,441
增持
STIP
ISHARES TR
+$475.0K
23,206
+24%
增持
IQLT
ISHARES TR
+$439.0K
40,893
+32%
增持
MUB
ISHARES TR
+$426.0K
9,257
+66%
清仓
MBB
ISHARES TR
-$414.0K
0
-100%
增持
QUAL
ISHARES TR
+$402.0K
17,758
+7%
增持
SHY
ISHARES TR
+$397.0K
16,486
+40%
建仓
FE
FIRSTENERGY CORP
+$380.0K
9,142
建仓
SCHP
SCHWAB STRATEGIC TR
+$373.0K
5,938
增持
USMV
ISHARES TR
+$369.0K
45,294
+1%
增持
SPYM
SPDR SER TR
+$368.0K
28,792
+17%
增持
VEA
VANGUARD TAX-MANAGED INTL FD
+$362.0K
24,466
+39%
增持
PG
PROCTER AND GAMBLE CO
+$361.0K
14,471
+1%
建仓
—
NUVEEN INTER DURATION MUN TE
+$356.0K
23,881
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$339.0K
36,367
-1%
建仓
O
REALTY INCOME CORP
+$329.0K
4,590
增持
DGRO
ISHARES TR
+$322.0K
55,489
+1%
清仓
FALN
ISHARES TR
-$315.0K
0
-100%
建仓
BSEP
INNOVATOR ETFS TR
+$310.0K
9,278
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$310.0K
2,655
+50%
清仓
IGSB
ISHARES TR
-$306.0K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$284.0K
6,389
+1%
减持
SPY
SPDR S&P 500 ETF TR
+$279.0K
7,460
-2%
减持
ABBV
ABBVIE INC
+$270.0K
10,169
-1%
增持
ITOT
ISHARES TR
+$269.0K
23,381
+3%
建仓
RWO
SPDR INDEX SHS FDS
+$264.0K
4,678
清仓
AMGN
AMGEN INC
-$263.0K
0
-100%
增持
IVW
ISHARES TR
+$261.0K
26,631
+0%
增持
INTU
INTUIT
+$259.0K
2,485
+0%
建仓
PSEP
INNOVATOR ETFS TR
+$255.0K
8,403
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$239.0K
15,138
-2%
建仓
NEE
NEXTERA ENERGY INC
+$238.0K
2,553
减持
T
AT&T INC
-$237.0K
66,671
-4%
增持
ESGU
ISHARES TR
+$236.0K
14,782
+7%
增持
HD
HOME DEPOT INC
+$236.0K
2,099
+9%
建仓
FCTR
FIRST TR EXCHANGE-TRADED FD
+$234.0K
6,575
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$233.0K
4,421
建仓
CVX
CHEVRON CORP NEW
+$231.0K
1,968
建仓
AVGO
BROADCOM INC
+$226.0K
339
增持
F
FORD MTR CO DEL
+$222.0K
22,120
+32%
增持
SLQD
ISHARES TR
+$220.0K
14,946
+42%
清仓
MRNA
MODERNA INC
-$219.0K
0
-100%
建仓
—
EATON CORP PLC
+$219.0K
1,265
建仓
CVS
CVS HEALTH CORP
+$218.0K
2,117
增持
IUSB
ISHARES TR
+$216.0K
10,419
+66%
建仓
ECL
ECOLAB INC
+$212.0K
904
清仓
CWB
SPDR SER TR
-$211.0K
0
-100%
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$210.0K
2,016
清仓
KEY
KEYCORP
-$210.0K
0
-100%
建仓
PFFA
ETFIS SER TR I
+$209.0K
8,328
清仓
BA
BOEING CO
-$208.0K
0
-100%
减持
DFAU
DIMENSIONAL ETF TRUST
-$207.0K
29,257
-25%
清仓
TMO
THERMO FISHER SCIENTIFIC INC
-$206.0K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$203.0K
357
建仓
BAR
GRANITESHARES GOLD TR
+$203.0K
11,210
建仓
BJUL
INNOVATOR ETFS TR
+$203.0K
6,073
清仓
—
ETF MANAGERS TR
-$203.0K
0
-100%
建仓
IWP
ISHARES TR
+$202.0K
1,753
建仓
UPS
UNITED PARCEL SERVICE INC
+$201.0K
936
清仓
USHY
ISHARES TR
-$201.0K
0
-100%
增持
SUB
ISHARES TR
+$199.0K
5,304
+54%
增持
BND
VANGUARD BD INDEX FDS
+$190.0K
25,828
+10%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$186.0K
15,559
+11%
增持
SOXX
ISHARES TR
+$182.0K
1,168
+16%
增持
CSCO
CISCO SYS INC
+$180.0K
18,062
+2%
清仓
THW
TEKLA WORLD HEALTHCARE FD
-$172.0K
0
-100%
增持
AMZN
AMAZON COM INC
+$169.0K
435
+12%
增持
VOO
VANGUARD INDEX FDS
+$168.0K
3,984
+0%
增持
IJH
ISHARES TR
+$167.0K
7,574
+1%
增持
SCHG
SCHWAB STRATEGIC TR
+$162.0K
7,841
+4%
增持
PLD
PROLOGIS INC.
+$161.0K
3,726
+0%
增持
ACWV
ISHARES INC
+$158.0K
21,214
+2%
增持
VNQ
VANGUARD INDEX FDS
+$146.0K
8,746
+2%
增持
VGT
VANGUARD WORLD FDS
+$142.0K
2,332
+1%
增持
CLIX
PROSHARES TR
-$141.0K
11,442
+1%
减持
IRM
IRON MTN INC NEW
+$140.0K
15,808
-0%
减持
IEFA
ISHARES TR
-$140.0K
11,373
-15%
减持
DFAI
DIMENSIONAL ETF TRUST
-$139.0K
18,456
-22%
增持
IWR
ISHARES TR
+$136.0K
10,512
+12%
减持
IWM
ISHARES TR
-$135.0K
2,010
-24%
增持
GOOGL
ALPHABET INC
+$134.0K
371
+5%
减持
ISTB
ISHARES TR
-$134.0K
8,519
-23%
增持
XLK
SELECT SECTOR SPDR TR
+$134.0K
5,368
+0%
增持
SPLV
INVESCO EXCH TRADED FD TR II
+$132.0K
5,799
+33%
减持
—
HYDROFARM HLDGS GROUP INC
-$131.0K
9,697
-9%
增持
KOCT
INNOVATOR ETFS TR
+$129.0K
46,680
+9%
增持
—
BROOKFIELD INFRAST PARTNERS
+$127.0K
23,800
+1%
减持
—
BLUEROCK RESIDENTIAL GWT REI
-$124.0K
8,188
-69%
增持
IJR
ISHARES TR
+$121.0K
12,378
+4%
增持
LECO
LINCOLN ELEC HLDGS INC
+$117.0K
2,595
+36%
减持
XLY
SELECT SECTOR SPDR TR
+$116.0K
5,439
-2%
增持
SCHB
SCHWAB STRATEGIC TR
+$110.0K
5,790
+11%
减持
GE
GENERAL ELECTRIC CO
-$107.0K
9,440
-3%
减持
—
MEDTRONIC PLC
-$98.0K
4,267
-1%
增持
CL
COLGATE PALMOLIVE CO
+$96.0K
8,965
+1%
增持
SHW
SHERWIN WILLIAMS CO
+$94.0K
1,261
+1%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$94.0K
21,594
+1%
减持
FSK
FS KKR CAP CORP
-$92.0K
59,840
-2%
增持
WMT
WALMART INC
+$88.0K
2,540
+26%
减持
—
EXXON MOBIL CORP
+$86.0K
49,830
-1%
增持
DVY
ISHARES TR
+$86.0K
6,107
+6%
增持
IVE
ISHARES TR
+$86.0K
7,467
+0%
增持
XLE
SELECT SECTOR SPDR TR
+$84.0K
9,999
+11%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$80.0K
2,145
+0%
增持
JNJ
JOHNSON & JOHNSON
+$80.0K
3,118
+11%
减持
VBR
VANGUARD INDEX FDS
+$80.0K
10,059
-1%
增持
CAT
CATERPILLAR INC
+$78.0K
1,553
+22%
减持
BBAG
J P MORGAN EXCHANGE-TRADED F
-$78.0K
18,346
-7%
增持
DIS
DISNEY WALT CO
+$75.0K
5,961
+19%
增持
NEM
NEWMONT CORP
+$75.0K
5,195
+14%
减持
BSV
VANGUARD BD INDEX FDS
-$73.0K
14,949
-4%
增持
GSY
INVESCO ACTIVELY MANAGED ETF
+$70.0K
17,394
+9%
增持
KO
COCA COLA CO
+$70.0K
9,791
+1%
减持
VZ
VERIZON COMMUNICATIONS INC
-$70.0K
17,793
-3%
增持
FV
FIRST TR EXCHANGE-TRADED FD
+$70.0K
20,326
+0%
增持
IWF
ISHARES TR
+$63.0K
1,714
+2%
增持
GOOG
ALPHABET INC
+$62.0K
236
+1%
减持
DOW
DOW INC
-$62.0K
9,603
-9%
减持
VO
VANGUARD INDEX FDS
+$61.0K
5,151
-2%
增持
PEP
PEPSICO INC
+$60.0K
2,043
+4%
增持
FRI
FIRST TR S&P REIT INDEX FD
+$58.0K
13,203
+0%
增持
META
META PLATFORMS INC
+$58.0K
3,507
+6%
增持
XLP
SELECT SECTOR SPDR TR
+$58.0K
6,910
+0%
增持
VHT
VANGUARD WORLD FDS
+$57.0K
1,933
+4%
减持
MU
MICRON TECHNOLOGY INC
+$56.0K
3,135
-6%
增持
PPG
PPG INDS INC
+$56.0K
1,848
+0%
减持
XLC
SELECT SECTOR SPDR TR
-$55.0K
4,406
-11%
增持
IGRO
ISHARES TR
+$53.0K
15,150
+2%
增持
BAC
BK OF AMERICA CORP
+$50.0K
21,817
+1%
增持
EFG
ISHARES TR
+$49.0K
6,560
+4%
增持
SHYG
ISHARES TR
+$49.0K
5,717
+24%
减持
AOM
ISHARES TR
-$48.0K
104,542
-3%
减持
SCHJ
SCHWAB STRATEGIC TR
-$45.0K
8,778
-8%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$44.0K
11,286
+10%
增持
D
DOMINION ENERGY INC
+$43.0K
7,747
+0%
减持
XSOE
WISDOMTREE TR
-$42.0K
8,646
-11%
