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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 150 项
建仓 19
增持 56
减持 59
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.8M
93,044
+47%
减持
ITOT
ISHARES TR
-$1.5M
3,893
-83%
减持
AAPL
APPLE INC
-$1.4M
40,408
-16%
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。
清仓
VO
VANGUARD INDEX FDS
-$1.1M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$939.3K
3,071
-53%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$936.6K
128,280
+10%
减持
QUAL
ISHARES TR
-$851.4K
8,218
-52%
建仓
BP
BP PLC
+$807.0K
23,103
清仓
IVE
ISHARES TR
-$776.0K
0
-100%
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$708.0K
0
-100%
清仓
FJUL
FIRST TR EXCHNG TRADED FD VI
-$707.0K
0
-100%
减持
IVW
ISHARES TR
-$683.3K
8,884
-57%
清仓
VB
VANGUARD INDEX FDS
-$681.0K
0
-100%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$679.2K
27,795
-43%
减持
AOM
ISHARES TR
-$625.5K
62,838
-24%
建仓
DFUV
DIMENSIONAL ETF TRUST
+$526.9K
15,739
减持
—
EXXON MOBIL CORP
-$478.0K
11,269
-43%
增持
DFUS
DIMENSIONAL ETF TRUST
+$466.2K
19,448
+120%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$453.1K
6,852
-57%
增持
VTV
VANGUARD INDEX FDS
+$430.8K
7,878
+44%
减持
GOVT
ISHARES TR
-$408.9K
11,579
-61%
清仓
SCHA
SCHWAB STRATEGIC TR
-$391.0K
0
-100%
增持
DGRO
ISHARES TR
+$372.0K
60,120
+1%
增持
IVV
ISHARES TR
+$365.2K
7,632
+7%
减持
TSLA
TESLA INC
-$347.7K
2,170
-6%
建仓
DFCF
DIMENSIONAL ETF TRUST
+$346.8K
8,352
清仓
IWM
ISHARES TR
-$333.0K
0
-100%
建仓
SHYG
ISHARES TR
+$329.0K
8,046
建仓
MBB
ISHARES TR
+$328.6K
3,543
增持
DVY
ISHARES TR
+$327.0K
7,612
+38%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$321.2K
28,990
-23%
减持
MSFT
MICROSOFT CORP
-$310.1K
7,818
-17%
增持
MRK
MERCK & CO INC
+$307.0K
11,591
+2%
增持
ISTB
ISHARES TR
+$304.8K
12,334
+112%
增持
BOND
PIMCO ETF TR
+$300.1K
5,693
+138%
清仓
CIBR
FIRST TR EXCHANGE TRADED FD
-$291.0K
0
-100%
减持
SHY
ISHARES TR
-$289.4K
12,710
-22%
增持
T
AT&T INC
+$284.8K
72,396
+6%
增持
POCT
INNOVATOR ETFS TR
+$282.9K
30,757
+37%
建仓
IYW
ISHARES TR
+$281.6K
3,781
清仓
VTI
VANGUARD INDEX FDS
-$281.0K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
+$274.7K
12,085
-2%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$269.5K
15,881
+0%
减持
IQLT
ISHARES TR
-$260.3K
29,199
-33%
清仓
—
BLUEROCK RESIDENTIAL GWT REI
-$259.0K
0
-100%
建仓
FE
FIRSTENERGY CORP
+$258.8K
6,170
减持
USMV
ISHARES TR
-$258.5K
37,955
-16%
清仓
JPIB
J P MORGAN EXCHANGE TRADED F
-$255.0K
0
-100%
清仓
SPAB
SPDR SER TR
-$243.0K
0
-100%
建仓
ORCL
ORACLE CORP
+$240.3K
2,939
建仓
DFIC
DIMENSIONAL ETF TRUST
+$231.0K
10,335
建仓
DFAS
DIMENSIONAL ETF TRUST
+$224.8K
4,395
增持
PFE
PFIZER INC
+$223.1K
26,935
+2%
清仓
SCHP
SCHWAB STRATEGIC TR
-$221.0K
0
-100%
建仓
GLD
SPDR GOLD TR
+$219.5K
1,294
清仓
NEM
NEWMONT CORP
-$218.0K
0
-100%
建仓
CGGR
CAPITAL GROUP GROWTH ETF
+$208.3K
10,448
减持
—
BROOKFIELD INFRAST PARTNERS
-$207.2K
35,781
-2%
建仓
XLB
SELECT SECTOR SPDR TR
+$206.9K
2,664
清仓
FDG
AMERICAN CENTY ETF TR
-$205.0K
0
-100%
建仓
AVGO
BROADCOM INC
+$204.4K
366
增持
AMZN
AMAZON COM INC
-$202.1K
9,082
+6%
建仓
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$201.9K
9,611
建仓
BAPR
INNOVATOR ETFS TR
+$200.1K
6,450
增持
EMR
EMERSON ELEC CO
+$192.4K
8,217
+1%
清仓
—
BARRICK GOLD CORP
-$192.0K
0
-100%
增持
NUE
NUCOR CORP
+$188.1K
6,700
+3%
减持
ABBV
ABBVIE INC
+$186.9K
7,022
-1%
减持
VBK
VANGUARD INDEX FDS
-$176.2K
1,410
-40%
增持
CSCO
CISCO SYS INC
+$174.2K
17,049
+7%
增持
BOCT
INNOVATOR ETFS TR
+$167.8K
24,205
+20%
减持
JPM
JPMORGAN CHASE & CO
+$166.4K
7,542
-7%
增持
CAH
CARDINAL HEALTH INC
+$156.6K
14,669
+1%
减持
STIP
ISHARES TR
-$154.1K
18,904
-9%
增持
SPYM
SPDR SER TR
+$148.7K
41,033
+2%
建仓
THW
TEKLA WORLD HEALTHCARE FD
+$147.5K
10,070
减持
MCD
MCDONALDS CORP
+$144.8K
6,014
-4%
增持
IUSB
ISHARES TR
+$143.0K
12,887
+31%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$141.1K
13,298
-19%
减持
GE
GENERAL ELECTRIC CO
+$133.8K
6,681
-3%
减持
IJH
ISHARES TR
+$131.8K
7,358
-2%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$130.1K
5,296
+2%
增持
EEMV
ISHARES INC
+$129.4K
7,171
+45%
减持
HDV
ISHARES TR
-$127.6K
2,997
-38%
减持
ACWV
ISHARES INC
+$126.9K
21,500
-1%
减持
SPY
SPDR S&P 500 ETF TR
-$126.1K
5,948
-12%
减持
VNQ
VANGUARD INDEX FDS
-$125.2K
4,181
-29%
增持
INTC
INTEL CORP
+$123.2K
18,964
+29%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$121.0K
5,903
-30%
减持
SLQD
ISHARES TR
-$118.9K
11,661
-18%
增持
VYM
VANGUARD WHITEHALL FDS
+$118.3K
5,742
+8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$113.1K
11,767
-16%
增持
MO
ALTRIA GROUP INC
+$112.4K
15,782
+5%
增持
VOE
VANGUARD INDEX FDS
+$109.7K
3,273
+20%
增持
EFV
ISHARES TR
+$106.4K
12,563
+3%
增持
CL
COLGATE PALMOLIVE CO
+$105.1K
8,200
+6%
减持
VEA
VANGUARD TAX-MANAGED FDS
-$100.9K
14,108
-26%
增持
EELV
INVESCO EXCH TRADED FD TR II
+$99.3K
15,701
+26%
增持
DOW
DOW INC
+$97.6K
12,912
+3%
减持
IGRO
ISHARES TR
+$96.4K
17,498
-3%
增持
CMI
CUMMINS INC
+$96.4K
2,482
+0%
减持
V
VISA INC
+$96.4K
5,421
-7%
增持
CAT
CATERPILLAR INC
+$93.5K
1,238
+0%
减持
TIP
ISHARES TR
-$92.6K
3,358
-22%
增持
MTUM
ISHARES TR
+$89.0K
5,249
+2%
增持
IEFA
ISHARES TR
+$84.4K
9,319
+0%
增持
TGT
TARGET CORP
+$82.2K
6,805
+8%
增持
—
KELLOGG CO
+$80.8K
11,438
+9%
增持
VZ
VERIZON COMMUNICATIONS INC
+$78.4K
17,600
+9%
增持
BAC
BANK AMERICA CORP
+$77.8K
21,098
+3%
增持
KO
COCA COLA CO
+$77.0K
8,646
+2%
建仓
—
NUVEEN PFD & INCOME SECS FD
+$76.1K
11,190
减持
DIS
DISNEY WALT CO
-$75.0K
4,408
-9%
减持
MINT
PIMCO ETF TR
-$74.0K
2,666
-22%
减持
XLE
SELECT SECTOR SPDR TR
+$73.5K
8,363
-9%
增持
XLY
SELECT SECTOR SPDR TR
-$73.2K
5,557
+0%
增持
VGT
VANGUARD WORLD FDS
+$68.5K
2,124
+7%
增持
PLD
PROLOGIS INC.
+$68.4K
4,137
+6%
减持
GOOGL
ALPHABET INC
-$68.0K
5,463
-5%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$67.7K
1,754
-1%
减持
BSV
VANGUARD BD INDEX FDS
-$67.7K
11,083
-8%
减持
IJR
ISHARES TR
+$64.1K
12,290
-2%
建仓
—
XAI OCTAGON FLOATING RATE &
+$64.0K
10,122
增持
XLI
SELECT SECTOR SPDR TR
+$62.1K
3,982
+0%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$61.3K
17,710
-17%
增持
XLP
SELECT SECTOR SPDR TR
+$60.7K
7,642
+0%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$59.5K
6,285
+7%
减持
EFG
ISHARES TR
+$58.6K
5,750
-1%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$58.5K
9,000
+15%
减持
IRM
IRON MTN INC DEL
+$58.3K
14,930
-4%
减持
VOO
VANGUARD INDEX FDS
-$57.0K
3,811
-10%
减持
VBR
VANGUARD INDEX FDS
+$56.9K
7,707
-5%
增持
HYS
PIMCO ETF TR
+$55.8K
3,493
+19%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$55.2K
22,451
+1%
增持
IWF
ISHARES TR
+$54.3K
2,321
+10%
增持
LECO
LINCOLN ELEC HLDGS INC
+$54.0K
2,616
+2%
减持
GS
GOLDMAN SACHS GROUP INC
-$53.3K
771
-29%
减持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$48.8K
2,064
-4%
减持
NVDA
NVIDIA CORPORATION
+$48.5K
3,479
-8%
增持
XSD
SPDR SER TR
+$47.9K
3,157
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$46.4K
11,667
+5%
增持
MMM
3M CO
+$46.1K
3,904
+2%
减持
FLV
AMERICAN CENTY ETF TR
-$44.4K
4,994
-22%
减持
PEP
PEPSICO INC
-$42.4K
1,786
-20%
减持
VHT
VANGUARD WORLD FDS
+$41.8K
1,914
-1%
减持
WBD
WARNER BROS DISCOVERY INC
-$41.6K
13,756
-8%
减持
VT
VANGUARD INTL EQUITY INDEX F
-$40.9K
2,762
-22%
增持
—
MEDTRONIC PLC
+$39.6K
5,580
+14%
减持
HD
HOME DEPOT INC
+$39.5K
1,113
-2%
减持
QCOM
QUALCOMM INC
-$38.6K
3,133
-7%
