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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 150 项
建仓 7
增持 22
减持 86
清仓 35
方向
标的
Δ市值
现股数(环比)
建仓
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.2M
63,086
减持
VTI
VANGUARD INDEX FDS
-$3.1M
1,567
-91%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$3.1M
14,018
-82%
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
-$2.4M
19,708
-59%
减持
MSFT
MICROSOFT CORP
-$1.3M
9,384
-30%
清仓
VONV
VANGUARD SCOTTSDALE FDS
-$1.2M
0
-100%
减持
BOND
PIMCO ETF TR
-$1.2M
2,393
-83%
清仓
SCHG
SCHWAB STRATEGIC TR
-$1.1M
0
-100%
清仓
INTU
INTUIT
-$962.0K
0
-100%
减持
IVV
ISHARES TR
-$765.0K
7,158
-19%
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$707.0K
21,806
清仓
DFAC
DIMENSIONAL ETF TRUST
-$704.0K
0
-100%
减持
ABBV
ABBVIE INC
-$645.0K
7,064
-32%
清仓
JKHY
HENRY JACK & ASSOC INC
-$645.0K
0
-100%
减持
NVDA
NVIDIA CORPORATION
-$643.0K
3,786
-48%
清仓
SCHD
SCHWAB STRATEGIC TR
-$611.0K
0
-100%
清仓
META
META PLATFORMS INC
-$556.0K
0
-100%
清仓
GOOG
ALPHABET INC
-$545.0K
0
-100%
清仓
SCHB
SCHWAB STRATEGIC TR
-$512.0K
0
-100%
减持
PFE
PFIZER INC
-$490.0K
26,433
-16%
减持
PG
PROCTER AND GAMBLE CO
-$474.0K
12,333
-13%
减持
T
AT&T INC
-$467.0K
68,344
-5%
清仓
DFUV
DIMENSIONAL ETF TRUST
-$451.0K
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$407.0K
116,871
-1%
减持
MUB
ISHARES TR
-$396.0K
3,478
-51%
清仓
HON
HONEYWELL INTL INC
-$380.0K
0
-100%
清仓
—
ANNALY CAPITAL MANAGEMENT IN
-$377.0K
0
-100%
减持
QCOM
QUALCOMM INC
-$374.0K
3,386
-43%
清仓
FE
FIRSTENERGY CORP
-$351.0K
0
-100%
减持
VZ
VERIZON COMMUNICATIONS INC
-$350.0K
16,188
-15%
清仓
WEN
WENDYS CO
-$350.0K
0
-100%
建仓
FXG
FIRST TR EXCHANGE TRADED FD
+$335.0K
5,885
减持
IVW
ISHARES TR
-$332.0K
20,796
-18%
增持
GOOGL
ALPHABET INC
-$322.0K
5,751
+1338%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$318.0K
37,546
-7%
减持
VBR
VANGUARD INDEX FDS
-$314.0K
8,137
-19%
减持
AAPL
APPLE INC
-$310.0K
48,246
-5%
清仓
CVX
CHEVRON CORP NEW
-$308.0K
0
-100%
减持
HD
HOME DEPOT INC
-$295.0K
1,131
-49%
清仓
GLD
SPDR GOLD TR
-$289.0K
0
-100%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$288.0K
3,535
-47%
减持
IVE
ISHARES TR
-$287.0K
6,041
-22%
建仓
NLY
ANNALY CAPITAL MANAGEMENT IN
+$287.0K
16,698
减持
VNQ
VANGUARD INDEX FDS
-$271.0K
5,869
-28%
清仓
IWV
ISHARES TR
-$266.0K
0
-100%
清仓
TXT
TEXTRON INC
-$264.0K
0
-100%
减持
IEFA
ISHARES TR
-$263.0K
9,309
-27%
减持
GE
GENERAL ELECTRIC CO
-$259.0K
6,877
-36%
建仓
HYS
PIMCO ETF TR
+$256.0K
2,930
清仓
ORCL
ORACLE CORP
-$255.0K
0
-100%
清仓
VTEB
VANGUARD MUN BD FDS
-$253.0K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$252.0K
48,863
+21%
清仓
SPDW
SPDR INDEX SHS FDS
-$249.0K
0
-100%
减持
MRK
MERCK & CO INC
-$246.0K
11,369
-15%
清仓
BWX
SPDR SER TR
-$243.0K
0
-100%
清仓
BAPR
INNOVATOR ETFS TR
-$238.0K
0
-100%
建仓
SDY
SPDR SER TR
+$237.0K
2,126
清仓
SPIP
SPDR SER TR
-$235.0K
0
-100%
清仓
RTX
RAYTHEON TECHNOLOGIES CORP
-$235.0K
0
-100%
减持
INTC
INTEL CORP
-$234.0K
14,665
-10%
清仓
ABT
ABBOTT LABS
-$226.0K
0
-100%
清仓
CRM
SALESFORCE INC
-$225.0K
0
-100%
清仓
SPMD
SPDR SER TR
-$222.0K
0
-100%
减持
SPAB
SPDR SER TR
-$222.0K
9,759
-45%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$221.0K
19,052
-15%
减持
VOO
VANGUARD INDEX FDS
-$220.0K
4,254
-9%
清仓
QSR
RESTAURANT BRANDS INTL INC
-$217.0K
0
-100%
减持
MCD
MCDONALDS CORP
-$212.0K
6,241
-7%
清仓
UPS
UNITED PARCEL SERVICE INC
-$212.0K
0
-100%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$211.0K
5,187
-11%
清仓
PPG
PPG INDS INC
-$211.0K
0
-100%
清仓
CMCSA
COMCAST CORP NEW
-$207.0K
0
-100%
建仓
VUG
VANGUARD INDEX FDS
+$206.0K
961
清仓
SPEM
SPDR INDEX SHS FDS
-$203.0K
0
-100%
减持
FSK
FS KKR CAP CORP
-$201.0K
60,038
-4%
清仓
PFF
ISHARES TR
-$201.0K
0
-100%
清仓
MDIV
FIRST TR EXCHANGE-TRADED FD
-$194.0K
0
-100%
减持
V
VISA INC
-$190.0K
5,798
-6%
减持
VBK
VANGUARD INDEX FDS
+$186.0K
2,350
-8%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$185.0K
7,800
-7%
减持
CAH
CARDINAL HEALTH INC
+$183.0K
14,569
-3%
减持
CL
COLGATE PALMOLIVE CO
-$177.0K
7,700
-14%
增持
AOM
ISHARES TR
-$176.0K
82,316
+1%
增持
DGRO
ISHARES TR
-$173.0K
59,235
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$157.0K
1,777
-23%
减持
VGT
VANGUARD WORLD FDS
-$153.0K
1,984
-15%
减持
STIP
ISHARES TR
-$147.0K
20,670
-2%
增持
VTV
VANGUARD INDEX FDS
+$145.0K
5,468
+36%
增持
XSD
SPDR SER TR
+$145.0K
3,153
+43%
减持
KO
COCA COLA CO
-$143.0K
8,446
-14%
减持
DIS
DISNEY WALT CO
-$139.0K
4,860
-23%
减持
DFAI
DIMENSIONAL ETF TRUST
-$138.0K
14,679
-22%
减持
FLV
AMERICAN CENTY ETF TR
-$138.0K
6,379
-24%
减持
TIP
ISHARES TR
-$129.0K
4,289
-16%
减持
CSCO
CISCO SYS INC
-$129.0K
15,945
-11%
减持
EFV
ISHARES TR
-$127.0K
12,194
-11%
减持
MINT
PIMCO ETF TR
-$125.0K
3,406
-27%
增持
IJUL
INNOVATOR ETFS TR
-$121.0K
85,825
+0%
减持
JNJ
JOHNSON & JOHNSON
-$121.0K
2,287
-18%
增持
ACWV
ISHARES INC
-$120.0K
21,632
+0%
减持
DOW
DOW INC
-$117.0K
12,590
-3%
减持
VOE
VANGUARD INDEX FDS
-$116.0K
2,734
-27%
减持
MMM
3M CO
-$115.0K
3,822
-8%
增持
EJUL
INNOVATOR ETFS TR
-$113.0K
65,808
+0%
减持
D
DOMINION ENERGY INC
-$111.0K
7,936
-4%
减持
JPM
JPMORGAN CHASE & CO
-$111.0K
8,088
-5%
增持
IGRO
ISHARES TR
-$109.0K
18,016
+1%
减持
MO
ALTRIA GROUP INC
-$109.0K
15,076
-12%
减持
VB
VANGUARD INDEX FDS
-$107.0K
3,987
-11%
减持
SHY
ISHARES TR
-$106.0K
16,270
-6%
增持
PSEP
INNOVATOR ETFS TR
+$105.0K
12,266
+46%
减持
KMX
CARMAX INC
-$104.0K
4,235
-0%
增持
GOVT
ISHARES TR
+$101.0K
29,507
+24%
减持
IJH
ISHARES TR
-$101.0K
7,518
-3%
增持
QUAL
ISHARES TR
-$98.0K
17,200
+2%
增持
EFG
ISHARES TR
+$95.0K
5,828
+43%
减持
NEM
NEWMONT CORP
-$93.0K
5,195
-0%
减持
TGT
TARGET CORP
-$92.0K
6,281
-13%
增持
ITOT
ISHARES TR
-$91.0K
22,455
+0%
减持
QQQ
INVESCO QQQ TR
-$88.0K
6,574
-0%
减持
XLE
SELECT SECTOR SPDR TR
-$84.0K
9,140
-12%
减持
WMT
WALMART INC
-$83.0K
1,638
-33%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$80.0K
15,845
+2%
减持
DFAU
DIMENSIONAL ETF TRUST
-$79.0K
28,246
-5%
减持
FDG
AMERICAN CENTY ETF TR
-$78.0K
3,897
-28%
减持
IWR
ISHARES TR
-$78.0K
9,353
-8%
增持
BSEP
INNOVATOR ETFS TR
+$77.0K
12,188
+31%
减持
FV
FIRST TR EXCHANGE-TRADED FD
-$77.0K
17,238
-9%
减持
IRM
IRON MTN INC DEL
-$74.0K
15,591
-0%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$71.0K
11,153
-1%
增持
—
BROOKFIELD INFRAST PARTNERS
-$70.0K
36,658
+1%
减持
CAT
CATERPILLAR INC
-$69.0K
1,237
-19%
减持
PLD
PROLOGIS INC.
-$68.0K
3,918
-1%
减持
XLK
SELECT SECTOR SPDR TR
-$66.0K
4,252
-5%
减持
EMR
EMERSON ELEC CO
-$60.0K
8,154
-1%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$59.0K
10,053
-9%
增持
SLQD
ISHARES TR
+$58.0K
14,276
+12%
减持
AOR
ISHARES TR
-$57.0K
9,569
-5%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$57.0K
16,473
-2%
减持
BSV
VANGUARD BD INDEX FDS
-$57.0K
12,049
-7%
减持
BAC
BK OF AMERICA CORP
-$56.0K
20,548
-5%
增持
IWF
ISHARES TR
+$56.0K
2,107
+19%
减持
SCHP
SCHWAB STRATEGIC TR
-$54.0K
4,269
-13%
减持
SHW
SHERWIN WILLIAMS CO
-$53.0K
1,057
-12%
减持
—
MEDTRONIC PLC
-$52.0K
4,874
-2%
增持
USMV
ISHARES TR
-$51.0K
45,307
+4%
减持
WBD
WARNER BROS DISCOVERY INC
-$50.0K
14,971
-9%
增持
REM
ISHARES TR
-$48.0K
10,125
+4%
减持
EFA
ISHARES TR
-$46.0K
3,897
-8%
减持
CLIX
PROSHARES TR
-$43.0K
11,178
-2%
