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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 150 项
建仓 11
增持 51
减持 56
清仓 32
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC
-$2.0M
51,041
-1%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$1.8M
6,640
-72%
减持
VTI
VANGUARD INDEX FDS
-$1.5M
18,162
-17%
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
BOND
PIMCO ETF TR
-$998.0K
14,475
-38%
减持
NVDA
NVIDIA CORPORATION
-$924.0K
7,276
-2%
建仓
BBAG
J P MORGAN EXCHANGE TRADED F
+$807.0K
16,814
减持
IVV
ISHARES TR
-$751.0K
8,788
-2%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$704.0K
30,235
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$674.0K
75,824
-15%
增持
MSFT
MICROSOFT CORP
-$650.0K
13,450
+1%
减持
SPY
SPDR S&P 500 ETF TR
-$565.0K
6,378
-3%
增持
AMZN
AMAZON COM INC
-$558.0K
9,173
+1852%
增持
TGT
TARGET CORP
-$511.0K
7,252
+0%
减持
ITOT
ISHARES TR
-$491.0K
22,409
-4%
建仓
CMI
CUMMINS INC
+$483.0K
2,497
增持
QQQ
INVESCO QQQ TR
-$474.0K
6,583
+3%
减持
IVW
ISHARES TR
-$471.0K
25,435
-3%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$451.0K
14,281
减持
QUAL
ISHARES TR
-$445.0K
16,878
-3%
减持
SPYM
SPDR SER TR
-$399.0K
37,318
-3%
减持
AOM
ISHARES TR
-$385.0K
81,883
-2%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$364.0K
40,219
-1%
建仓
DFUS
DIMENSIONAL ETF TRUST
+$359.0K
8,803
减持
ESGU
ISHARES TR
-$336.0K
15,881
-4%
清仓
—
NUVEEN INTER DURATION MUN TE
-$333.0K
0
-100%
清仓
XSOE
WISDOMTREE TR
-$325.0K
0
-100%
清仓
VLUE
ISHARES TR
-$323.0K
0
-100%
减持
VBR
VANGUARD INDEX FDS
-$318.0K
10,029
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$316.0K
2,311
-14%
清仓
RWO
SPDR INDEX SHS FDS
-$316.0K
0
-100%
减持
NUE
NUCOR CORP
-$314.0K
7,062
-0%
增持
DGRO
ISHARES TR
-$306.0K
58,911
+1%
增持
GE
GENERAL ELECTRIC CO
-$297.0K
10,753
+0%
清仓
IYW
ISHARES TR
-$289.0K
0
-100%
增持
IJH
ISHARES TR
-$289.0K
7,730
+2%
清仓
VUG
VANGUARD INDEX FDS
-$289.0K
0
-100%
增持
USMV
ISHARES TR
-$283.0K
43,384
+1%
减持
XLK
SELECT SECTOR SPDR TR
-$282.0K
4,493
-16%
减持
DIS
DISNEY WALT CO
-$281.0K
6,327
-1%
清仓
BA
BOEING CO
-$277.0K
0
-100%
清仓
—
OSI ETF TR
-$266.0K
0
-100%
清仓
IGF
ISHARES TR
-$255.0K
0
-100%
增持
IQLT
ISHARES TR
-$254.0K
43,406
+0%
建仓
EELV
INVESCO EXCH TRADED FD TR II
+$250.0K
10,734
减持
VTEB
VANGUARD MUN BD FDS
-$247.0K
5,060
-48%
建仓
OUSA
ALPS ETF TR
+$246.0K
6,086
清仓
SPTM
SPDR SER TR
-$237.0K
0
-100%
减持
CSCO
CISCO SYS INC
-$237.0K
17,982
-0%
清仓
SDY
SPDR SER TR
-$235.0K
0
-100%
清仓
XSW
SPDR SER TR
-$235.0K
0
-100%
建仓
RTX
RAYTHEON TECHNOLOGIES CORP
+$235.0K
2,443
清仓
AOK
ISHARES TR
-$234.0K
0
-100%
增持
INTU
INTUIT
-$234.0K
2,497
+0%
清仓
XLB
SELECT SECTOR SPDR TR
-$234.0K
0
-100%
增持
MUB
ISHARES TR
+$231.0K
7,080
+49%
减持
BAC
BK OF AMERICA CORP
-$225.0K
21,736
-1%
清仓
NFLX
NETFLIX INC
-$223.0K
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$222.0K
16,528
清仓
MU
MICRON TECHNOLOGY INC
-$222.0K
0
-100%
清仓
FEX
FIRST TR LRGE CP CORE ALPHA
-$221.0K
0
-100%
清仓
AGG
ISHARES TR
-$221.0K
0
-100%
清仓
SWAN
AMPLIFY ETF TR
-$217.0K
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$217.0K
8,488
-1%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$216.0K
0
-100%
清仓
AVGO
BROADCOM INC
-$216.0K
0
-100%
清仓
PCEF
INVESCO EXCH TRADED FD TR II
-$216.0K
0
-100%
清仓
FCTR
FIRST TR EXCHANGE-TRADED FD
-$215.0K
0
-100%
增持
XLY
SELECT SECTOR SPDR TR
-$214.0K
5,759
+6%
清仓
CVS
CVS HEALTH CORP
-$214.0K
0
-100%
减持
META
META PLATFORMS INC
-$213.0K
3,448
-0%
清仓
NEE
NEXTERA ENERGY INC
-$212.0K
0
-100%
建仓
BJUN
INNOVATOR ETFS TR
+$212.0K
7,123
清仓
IGV
ISHARES TR
-$211.0K
0
-100%
减持
INTC
INTEL CORP
-$211.0K
16,348
-2%
增持
VO
VANGUARD INDEX FDS
-$211.0K
5,166
+0%
减持
MO
ALTRIA GROUP INC
-$211.0K
17,189
-3%
清仓
XHE
SPDR SER TR
-$208.0K
0
-100%
增持
VGT
VANGUARD WORLD FDS
-$208.0K
2,336
+0%
增持
—
BROOKFIELD INFRAST PARTNERS
-$204.0K
36,263
+51%
清仓
COST
COSTCO WHSL CORP NEW
-$203.0K
0
-100%
减持
T
AT&T INC
-$203.0K
72,296
-1%
清仓
IDV
ISHARES TR
-$202.0K
0
-100%
清仓
NULG
NUSHARES ETF TR
-$201.0K
0
-100%
减持
IJR
ISHARES TR
-$201.0K
11,729
-2%
清仓
BJUL
INNOVATOR ETFS TR
-$200.0K
0
-100%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$195.0K
22,402
-3%
增持
FSK
FS KKR CAP CORP
-$193.0K
62,749
+1%
增持
ACWV
ISHARES INC
-$193.0K
21,550
+1%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$188.0K
15,486
+4%
减持
PG
PROCTER AND GAMBLE CO
-$187.0K
14,124
-3%
减持
BSV
VANGUARD BD INDEX FDS
-$187.0K
12,990
-15%
减持
DVY
ISHARES TR
-$186.0K
5,229
-16%
增持
GOOGL
ALPHABET INC
-$177.0K
400
+6%
减持
VNQ
VANGUARD INDEX FDS
-$176.0K
8,131
-4%
增持
MTUM
ISHARES TR
-$166.0K
5,245
+0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$164.0K
2,149
+0%
减持
DFAU
DIMENSIONAL ETF TRUST
-$164.0K
29,866
-1%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$163.0K
18,947
-5%
减持
IWR
ISHARES TR
-$163.0K
10,191
-3%
增持
VB
VANGUARD INDEX FDS
-$160.0K
4,474
+0%
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$160.0K
118,257
+5%
增持
MRK
MERCK & CO INC
+$157.0K
13,441
+3%
增持
SCHG
SCHWAB STRATEGIC TR
-$157.0K
18,901
+13%
减持
F
FORD MTR CO DEL
-$157.0K
21,622
-8%
增持
VTV
VANGUARD INDEX FDS
+$156.0K
4,019
+59%
增持
HDV
ISHARES TR
+$152.0K
4,421
+62%
增持
EMR
EMERSON ELEC CO
-$149.0K
8,254
+0%
减持
FDG
AMERICAN CENTY ETF TR
-$145.0K
5,401
-9%
增持
VOO
VANGUARD INDEX FDS
-$144.0K
4,659
+10%
增持
SOXX
ISHARES TR
-$144.0K
1,170
+0%
增持
PLD
PROLOGIS INC.
-$142.0K
3,958
+5%
减持
PWB
INVESCO EXCHANGE TRADED FD T
-$141.0K
6,408
-10%
增持
IVE
ISHARES TR
-$140.0K
7,736
+0%
增持
GOOG
ALPHABET INC
-$139.0K
249
+2%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$137.0K
8,400
+2%
减持
EFV
ISHARES TR
-$124.0K
13,760
-4%
增持
XSD
SPDR SER TR
-$123.0K
2,210
+0%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$121.0K
10,987
-12%
增持
IGRO
ISHARES TR
-$120.0K
17,805
+2%
减持
BOCT
INNOVATOR ETFS TR
-$111.0K
20,105
-5%
增持
VBK
VANGUARD INDEX FDS
-$110.0K
2,552
+3%
增持
IEFA
ISHARES TR
-$109.0K
12,800
+3%
减持
SCHA
SCHWAB STRATEGIC TR
-$108.0K
10,448
-4%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$106.0K
40,268
+28%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$106.0K
11,223
+8%
增持
QCOM
QUALCOMM INC
-$104.0K
5,924
+5%
增持
V
VISA INC
-$103.0K
6,196
+4%
减持
IUSB
ISHARES TR
-$103.0K
9,473
-14%
增持
NEM
NEWMONT CORP
-$103.0K
5,218
+0%
增持
IRM
IRON MTN INC NEW
-$100.0K
15,619
+1%
增持
DOW
DOW INC
-$99.0K
12,984
+8%
减持
GLD
SPDR GOLD TR
-$99.0K
1,716
-20%
减持
GOVT
ISHARES TR
-$98.0K
23,875
-11%
减持
VXF
VANGUARD INDEX FDS
-$98.0K
2,616
-2%
减持
TIP
ISHARES TR
-$95.0K
5,079
-6%
减持
EFG
ISHARES TR
-$93.0K
4,072
-7%
清仓
—
AMERICA FIRST MULTIFAMILY IN
-$93.0K
0
-100%
增持
IWF
ISHARES TR
-$89.0K
1,768
+3%
增持
VONV
VANGUARD SCOTTSDALE FDS
-$87.0K
18,952
+7%
减持
SCHZ
SCHWAB STRATEGIC TR
-$87.0K
11,277
-9%
减持
SPAB
SPDR SER TR
-$86.0K
17,656
-11%
减持
DFAI
DIMENSIONAL ETF TRUST
-$83.0K
18,842
-1%
增持
—
MEDTRONIC PLC
-$82.0K
4,968
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$76.0K
5,861
+1%
建仓
—
HYDROFARM HLDGS GROUP INC
+$75.0K
21,650
增持
—
KELLOGG CO
+$75.0K
10,872
+0%
减持
CAT
CATERPILLAR INC
-$74.0K
1,521
-2%
减持
SPMD
SPDR SER TR
-$73.0K
5,596
-10%
减持
XLE
SELECT SECTOR SPDR TR
-$73.0K
10,374
-3%
增持
FRI
FIRST TR S&P REIT INDEX FD
-$72.0K
13,262
+0%
