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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 150 项
建仓 7
增持 86
减持 45
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
BOND
PIMCO ETF TR
+$2.4M
23,358
清仓
BND
VANGUARD BD INDEX FDS
-$2.2M
0
-100%
减持
AOM
ISHARES TR
-$1.2M
83,204
-20%
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
—
EXXON MOBIL CORP
+$1.0M
49,600
-0%
清仓
BBAG
J P MORGAN EXCHANGE-TRADED F
-$990.0K
0
-100%
建仓
SCHZ
SCHWAB STRATEGIC TR
+$627.0K
12,391
减持
SPY
SPDR S&P 500 ETF TR
-$573.0K
6,577
-12%
减持
MUB
ISHARES TR
-$554.0K
4,759
-49%
建仓
VTEB
VANGUARD MUN BD FDS
+$500.0K
9,696
增持
SPYM
SPDR SER TR
+$447.0K
38,666
+34%
清仓
SCHJ
SCHWAB STRATEGIC TR
-$444.0K
0
-100%
减持
META
META PLATFORMS INC
-$411.0K
3,460
-1%
增持
INTU
INTUIT
-$402.0K
2,487
+0%
减持
STIP
ISHARES TR
-$354.0K
20,040
-14%
减持
USMV
ISHARES TR
-$335.0K
42,912
-5%
减持
BOCT
INNOVATOR ETFS TR
-$321.0K
21,235
-30%
建仓
IWV
ISHARES TR
+$320.0K
1,218
清仓
PYPL
PAYPAL HLDGS INC
-$303.0K
0
-100%
减持
EFG
ISHARES TR
-$303.0K
4,378
-33%
增持
NUE
NUCOR CORP
+$278.0K
7,070
+4%
建仓
BA
BOEING CO
+$277.0K
1,445
清仓
—
HYDROFARM HLDGS GROUP INC
-$274.0K
0
-100%
清仓
EFAV
ISHARES TR
-$268.0K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
+$260.0K
10,656
+7%
清仓
SHYG
ISHARES TR
-$259.0K
0
-100%
建仓
IGF
ISHARES TR
+$255.0K
5,013
减持
QUAL
ISHARES TR
-$254.0K
17,316
-2%
减持
ABBV
ABBVIE INC
+$252.0K
10,046
-1%
增持
MSFT
MICROSOFT CORP
-$250.0K
13,311
+3%
减持
HD
HOME DEPOT INC
-$249.0K
2,079
-1%
增持
VTI
VANGUARD INDEX FDS
+$225.0K
21,753
+11%
增持
DOW
DOW INC
+$224.0K
12,071
+26%
增持
QQQ
INVESCO QQQ TR
-$223.0K
6,395
+0%
减持
IVW
ISHARES TR
-$222.0K
26,267
-1%
清仓
—
EATON CORP PLC
-$219.0K
0
-100%
清仓
IXG
ISHARES TR
-$214.0K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$213.0K
31,461
+23%
增持
PFE
PFIZER INC
-$213.0K
31,412
+1%
清仓
ECL
ECOLAB INC
-$212.0K
0
-100%
清仓
SKYY
FIRST TR EXCHANGE TRADED FD
-$210.0K
0
-100%
清仓
IWP
ISHARES TR
-$202.0K
0
-100%
建仓
IDV
ISHARES TR
+$202.0K
6,345
减持
QCOM
QUALCOMM INC
-$192.0K
5,636
-2%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$190.0K
14,860
-2%
增持
MO
ALTRIA GROUP INC
+$190.0K
17,788
+14%
增持
IVV
ISHARES TR
-$184.0K
8,999
+1%
增持
JPM
JPMORGAN CHASE & CO
-$178.0K
8,608
+1%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$177.0K
88,950
+5%
增持
SCHA
SCHWAB STRATEGIC TR
+$169.0K
10,873
+222%
增持
—
SEAGATE TECHNOLOGY PLC
-$167.0K
8,200
+3%
减持
VLUE
ISHARES TR
-$167.0K
3,087
-31%
减持
BAPR
INNOVATOR ETFS TR
-$162.0K
7,954
-39%
增持
FSK
FS KKR CAP CORP
+$159.0K
61,863
+3%
增持
CAH
CARDINAL HEALTH INC
+$155.0K
15,069
+11%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$153.0K
2,684
+1%
增持
PG
PROCTER AND GAMBLE CO
-$149.0K
14,517
+0%
减持
SCHP
SCHWAB STRATEGIC TR
-$148.0K
3,709
-38%
增持
VONV
VANGUARD SCOTTSDALE FDS
+$144.0K
17,729
+14%
增持
—
BROOKFIELD INFRAST PARTNERS
+$143.0K
24,007
+1%
减持
CSCO
CISCO SYS INC
-$141.0K
18,003
-0%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$140.0K
23,083
-6%
增持
MCD
MCDONALDS CORP
-$138.0K
6,687
+0%
减持
SLQD
ISHARES TR
-$133.0K
12,760
-15%
增持
ITOT
ISHARES TR
-$133.0K
23,461
+0%
减持
IJR
ISHARES TR
-$132.0K
11,913
-4%
减持
FDG
AMERICAN CENTY ETF TR
-$130.0K
5,914
-14%
增持
NVDA
NVIDIA CORPORATION
-$125.0K
7,427
+2%
减持
ISTB
ISHARES TR
-$122.0K
6,358
-25%
减持
MTUM
ISHARES TR
-$120.0K
5,234
-5%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$118.0K
10,380
+1%
增持
IGRO
ISHARES TR
+$114.0K
17,490
+15%
增持
NFLX
NETFLIX INC
-$112.0K
595
+7%
减持
TIP
ISHARES TR
-$110.0K
5,410
-11%
增持
JKHY
HENRY JACK & ASSOC INC
+$109.0K
3,586
+0%
增持
SHW
SHERWIN WILLIAMS CO
-$107.0K
1,351
+7%
增持
IJH
ISHARES TR
-$106.0K
7,593
+0%
增持
GLD
SPDR GOLD TR
+$104.0K
2,149
+29%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$101.0K
40,617
+12%
减持
VNQ
VANGUARD INDEX FDS
-$98.0K
8,464
-3%
减持
IYW
ISHARES TR
-$97.0K
2,807
-17%
减持
CRM
SALESFORCE COM INC
-$96.0K
1,393
-10%
增持
VTV
VANGUARD INDEX FDS
+$95.0K
2,528
+33%
增持
MRK
MERCK & CO INC
+$93.0K
13,018
+2%
增持
D
DOMINION ENERGY INC
+$92.0K
8,250
+6%
增持
NEM
NEWMONT CORP
+$92.0K
5,215
+0%
增持
GE
GENERAL ELECTRIC CO
+$90.0K
10,732
+14%
增持
CVX
CHEVRON CORP NEW
+$90.0K
1,970
+0%
增持
AAPL
APPLE INC
-$88.0K
51,474
+1%
增持
—
MEDTRONIC PLC
+$87.0K
4,763
+12%
增持
EMR
EMERSON ELEC CO
+$85.0K
8,224
+6%
增持
VO
VANGUARD INDEX FDS
-$84.0K
5,162
+0%
增持
AMZN
AMAZON COM INC
+$82.0K
470
+8%
减持
ABT
ABBOTT LABS
-$81.0K
1,856
-13%
增持
XLK
SELECT SECTOR SPDR TR
-$80.0K
5,370
+0%
增持
SOXX
ISHARES TR
-$80.0K
1,169
+0%
增持
CL
COLGATE PALMOLIVE CO
-$79.0K
9,044
+1%
增持
XSD
SPDR SER TR
-$78.0K
2,207
+0%
增持
T
AT&T INC
+$78.0K
72,720
+9%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$76.0K
16,030
-8%
增持
VBK
VANGUARD INDEX FDS
-$76.0K
2,469
+1%
增持
PPG
PPG INDS INC
-$75.0K
1,859
+1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$74.0K
5,778
+14%
减持
VYM
VANGUARD WHITEHALL FDS
-$74.0K
5,306
-11%
增持
ESGU
ISHARES TR
+$73.0K
16,462
+11%
增持
IGE
ISHARES TR
+$71.0K
7,884
+0%
增持
MMM
3M CO
-$71.0K
3,937
+6%
增持
PFFA
ETFIS SER TR I
+$71.0K
11,613
+39%
减持
PWB
INVESCO EXCHANGE TRADED FD T
-$71.0K
7,158
-2%
减持
MU
MICRON TECHNOLOGY INC
-$70.0K
2,845
-9%
减持
POCT
INNOVATOR ETFS TR
-$69.0K
22,410
-9%
增持
AOR
ISHARES TR
+$69.0K
10,075
+21%
增持
BAC
BK OF AMERICA CORP
-$69.0K
21,874
+0%
减持
GS
GOLDMAN SACHS GROUP INC
-$68.0K
1,107
-2%
增持
ACWV
ISHARES INC
-$68.0K
21,262
+0%
减持
KOCT
INNOVATOR ETFS TR
-$65.0K
45,980
-1%
增持
TGT
TARGET CORP
-$64.0K
7,234
+5%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$62.0K
5,555
+26%
减持
VB
VANGUARD INDEX FDS
-$61.0K
4,461
-0%
增持
EMLP
FIRST TR EXCHANGE-TRADED FD
+$61.0K
21,227
+1%
增持
F
FORD MTR CO DEL
-$61.0K
23,541
+6%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$57.0K
2,146
+0%
减持
AGG
ISHARES TR
-$56.0K
2,067
-15%
增持
VOE
VANGUARD INDEX FDS
+$53.0K
3,208
+13%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$53.0K
5,149
-11%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$52.0K
23,640
+8%
增持
DVY
ISHARES TR
+$52.0K
6,255
+2%
增持
—
KELLOGG CO
+$52.0K
10,870
+8%
增持
RWO
SPDR INDEX SHS FDS
+$52.0K
5,845
+25%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$51.0K
19,894
-2%
增持
IWR
ISHARES TR
-$51.0K
10,529
+0%
增持
IYK
ISHARES TR
+$48.0K
1,847
+15%
增持
IWF
ISHARES TR
-$48.0K
1,715
+0%
减持
SPAB
SPDR SER TR
-$46.0K
19,845
-1%
增持
DIS
DISNEY WALT CO
-$45.0K
6,401
+7%
增持
NOC
NORTHROP GRUMMAN CORP
+$45.0K
685
+1%
增持
V
VISA INC
+$44.0K
5,966
+1%
增持
GOVT
ISHARES TR
-$43.0K
26,837
+1%
增持
XLP
SELECT SECTOR SPDR TR
+$42.0K
7,582
+10%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$39.0K
112,291
+3%
增持
FE
FIRSTENERGY CORP
+$39.0K
9,147
+0%
增持
XLC
SELECT SECTOR SPDR TR
-$38.0K
4,415
+0%
增持
FLV
AMERICAN CENTY ETF TR
+$38.0K
8,371
+7%
增持
SCHB
SCHWAB STRATEGIC TR
-$36.0K
11,580
+100%
减持
CMCSA
COMCAST CORP NEW
-$36.0K
5,476
-6%
增持
—
ANNALY CAPITAL MANAGEMENT IN
-$35.0K
61,235
+3%
增持
IYC
ISHARES TR
-$34.0K
3,761
+0%
增持
IWM
ISHARES TR
-$34.0K
2,011
+0%
减持
IRM
IRON MTN INC NEW
+$33.0K
15,528
-2%
增持
IVE
ISHARES TR
+$33.0K
7,728
+3%
减持
SPDW
SPDR INDEX SHS FDS
-$33.0K
8,994
-4%
