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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 21
增持 83
减持 42
清仓 4
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.7M
123,998
+33%
增持
QUAL
ISHARES TR
+$849.2K
14,393
+75%
减持
ESGU
ISHARES TR
-$785.0K
6,202
-61%
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。
建仓
JEPQ
J P MORGAN EXCHANGE TRADED F
+$679.5K
15,069
增持
DFUV
DIMENSIONAL ETF TRUST
+$610.8K
33,982
+116%
增持
NVDA
NVIDIA CORPORATION
+$604.1K
4,005
+15%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$581.5K
141,960
+11%
建仓
IEMG
ISHARES INC
+$538.6K
11,040
增持
VTV
VANGUARD INDEX FDS
+$502.8K
11,647
+48%
增持
TSLA
TESLA INC
+$499.3K
3,695
+70%
减持
SHY
ISHARES TR
-$444.2K
7,150
-44%
减持
AAPL
APPLE INC
+$438.9K
34,501
-15%
增持
SPY
SPDR S&P 500 ETF TR
+$435.5K
6,620
+11%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$426.5K
28,264
+171%
建仓
KBWB
INVESCO EXCH TRADED FD TR II
+$421.8K
10,050
增持
MSFT
MICROSOFT CORP
+$415.9K
7,946
+2%
增持
IVV
ISHARES TR
+$415.3K
8,143
+7%
增持
SPYM
SPDR SER TR
+$390.2K
46,436
+13%
建仓
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$385.8K
15,468
增持
DFUS
DIMENSIONAL ETF TRUST
+$361.6K
26,353
+36%
清仓
EELV
INVESCO EXCH TRADED FD TR II
-$361.3K
0
-100%
增持
DFIC
DIMENSIONAL ETF TRUST
+$318.9K
22,850
+121%
建仓
AGG
ISHARES TR
+$311.6K
3,128
清仓
VXF
VANGUARD INDEX FDS
-$292.9K
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$287.3K
2,796
-27%
建仓
DFAC
DIMENSIONAL ETF TRUST
+$269.4K
10,572
增持
EFG
ISHARES TR
+$265.6K
7,976
+39%
增持
DGRO
ISHARES TR
+$263.7K
65,406
+9%
清仓
MINT
PIMCO ETF TR
-$263.0K
0
-100%
建仓
META
META PLATFORMS INC
+$258.4K
1,219
增持
SCHZ
SCHWAB STRATEGIC TR
+$256.8K
16,728
+45%
增持
AMZN
AMAZON COM INC
+$256.8K
9,872
+9%
建仓
XSW
SPDR SER TR
+$255.9K
2,079
建仓
IDV
ISHARES TR
+$252.0K
9,167
增持
PFE
PFIZER INC
-$244.4K
27,837
+3%
建仓
CRM
SALESFORCE INC
+$240.9K
1,206
增持
INTC
INTEL CORP
+$239.2K
22,663
+20%
建仓
BMAR
INNOVATOR ETFS TR
+$238.7K
6,886
增持
VYM
VANGUARD WHITEHALL FDS
+$233.0K
8,098
+41%
建仓
PBJ
INVESCO EXCHANGE TRADED FD T
+$230.5K
4,973
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$227.4K
10,600
+18%
建仓
CGUS
CAPITAL GROUP CORE EQUITY ET
+$213.1K
8,996
增持
MUB
ISHARES TR
+$212.3K
5,377
+55%
建仓
FOCT
FIRST TR EXCHNG TRADED FD VI
+$209.9K
5,990
建仓
TAN
INVESCO EXCH TRADED FD TR II
+$208.9K
2,691
建仓
FJUL
FIRST TR EXCHNG TRADED FD VI
+$208.7K
5,770
建仓
—
EATON CORP PLC
+$208.6K
1,217
建仓
BUFR
FIRST TR EXCHNG TRADED FD VI
+$205.2K
8,742
减持
STIP
ISHARES TR
-$201.4K
16,442
-13%
增持
GOVT
ISHARES TR
+$201.2K
19,856
+71%
建仓
VTI
VANGUARD INDEX FDS
+$201.1K
985
增持
IGRO
ISHARES TR
+$197.8K
19,898
+14%
增持
V
VISA INC
+$193.6K
5,854
+8%
增持
BP
BP PLC
+$190.9K
26,303
+14%
增持
NUE
NUCOR CORP
+$182.7K
6,900
+3%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$181.6K
10,079
减持
VEA
VANGUARD TAX-MANAGED FDS
-$170.2K
9,340
-34%
增持
DFCF
DIMENSIONAL ETF TRUST
+$166.2K
12,070
+45%
减持
MTUM
ISHARES TR
-$165.6K
4,318
-18%
增持
XLY
SELECT SECTOR SPDR TR
+$164.3K
5,898
+6%
增持
BOND
PIMCO ETF TR
+$162.7K
7,308
+28%
增持
ISTB
ISHARES TR
+$160.9K
15,558
+26%
增持
MBB
ISHARES TR
+$154.9K
5,104
+44%
增持
DFAS
DIMENSIONAL ETF TRUST
+$149.8K
7,108
+62%
增持
VUG
VANGUARD INDEX FDS
+$149.7K
1,420
+48%
增持
VGT
VANGUARD WORLD FDS
+$141.3K
2,127
+0%
增持
IYW
ISHARES TR
+$139.6K
4,538
+20%
增持
CSCO
CISCO SYS INC
+$137.3K
18,163
+7%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$135.0K
27,938
-4%
增持
TGT
TARGET CORP
+$133.3K
6,928
+2%
增持
XSD
SPDR SER TR
+$131.3K
3,160
+0%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$128.1K
10,242
-23%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$123.8K
14,126
+47%
增持
IWF
ISHARES TR
+$123.5K
2,541
+9%
增持
T
AT&T INC
+$117.7K
75,352
+4%
减持
BSV
VANGUARD BD INDEX FDS
-$116.8K
9,380
-15%
增持
IEFA
ISHARES TR
+$113.6K
10,292
+10%
减持
IJUL
INNOVATOR ETFS TR
+$113.2K
85,092
-1%
增持
XLK
SELECT SECTOR SPDR TR
+$107.3K
4,026
+0%
减持
QQQ
INVESCO QQQ TR
+$103.0K
2,869
-7%
增持
FXG
FIRST TR EXCHANGE TRADED FD
+$100.6K
7,977
+27%
增持
IYK
ISHARES TR
+$96.8K
2,335
+29%
增持
DOW
DOW INC
+$91.5K
13,537
+5%
减持
IJR
ISHARES TR
-$86.0K
11,138
-9%
增持
GOOGL
ALPHABET INC
+$85.3K
5,469
+0%
减持
—
EXXON MOBIL CORP
-$80.2K
10,604
-6%
减持
—
BROOKFIELD INFRAST PARTNERS
+$75.1K
35,060
-2%
增持
FSK
FS KKR CAP CORP
+$74.2K
58,296
+2%
增持
DIS
DISNEY WALT CO
+$71.4K
4,538
+3%
减持
KOCT
INNOVATOR ETFS TR
-$71.2K
41,996
-9%
减持
GE
GENERAL ELECTRIC CO
+$70.7K
6,595
-1%
增持
XLI
SELECT SECTOR SPDR TR
+$63.6K
4,494
+13%
增持
BAC
BANK AMERICA CORP
-$61.0K
22,298
+6%
减持
AOM
ISHARES TR
+$60.1K
61,430
-2%
增持
EEMV
ISHARES INC
+$59.7K
8,065
+12%
增持
XLB
SELECT SECTOR SPDR TR
+$59.5K
3,303
+24%
减持
VWO
VANGUARD INTL EQUITY INDEX F
-$57.9K
7,146
-20%
减持
USMV
ISHARES TR
-$57.3K
36,833
-3%
增持
—
MEDTRONIC PLC
+$57.0K
6,086
+9%
增持
NOC
NORTHROP GRUMMAN CORP
-$57.0K
683
+0%
建仓
SABR
SABRE CORP
+$52.2K
12,160
减持
MCD
MCDONALDS CORP
+$51.2K
5,851
-3%
减持
QCOM
QUALCOMM INC
+$47.7K
3,074
-2%
减持
JNJ
JOHNSON & JOHNSON
-$47.5K
2,134
-0%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$47.5K
2,097
+2%
减持
PLD
PROLOGIS INC.
+$47.3K
4,118
-0%
减持
XLE
SELECT SECTOR SPDR TR
-$47.1K
8,263
-1%
减持
DFAU
DIMENSIONAL ETF TRUST
-$46.9K
23,221
-12%
增持
IRM
IRON MTN INC DEL
+$46.5K
14,945
+0%
减持
IJH
ISHARES TR
+$45.7K
7,297
-1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$44.3K
18,970
+8%
减持
EFV
ISHARES TR
-$44.1K
10,969
-13%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$44.0K
15,944
+0%
增持
XLC
SELECT SECTOR SPDR TR
+$43.5K
4,322
+0%
增持
DFAI
DIMENSIONAL ETF TRUST
+$39.5K
14,049
+4%
减持
BNDX
VANGUARD CHARLOTTE FDS
-$36.1K
4,984
-16%
减持
SHW
SHERWIN WILLIAMS CO
-$35.4K
960
-9%
减持
ITOT
ISHARES TR
-$35.1K
3,258
-16%
增持
PG
PROCTER AND GAMBLE CO
-$34.3K
12,088
+0%
减持
CLIX
PROSHARES TR
+$33.7K
11,034
-1%
增持
ORCL
ORACLE CORP
+$32.9K
2,940
+0%
增持
CAH
CARDINAL HEALTH INC
+$32.8K
15,369
+5%
增持
MO
ALTRIA GROUP INC
+$32.1K
16,888
+7%
增持
KMX
CARMAX INC
+$32.1K
4,511
+7%
减持
WBD
WARNER BROS DISCOVERY INC
+$31.9K
10,749
-22%
增持
AVGO
BROADCOM INC
+$31.6K
368
+1%
增持
IUSB
ISHARES TR
+$31.5K
13,229
+3%
减持
FTLS
FIRST TR EXCH TRADED FD III
+$31.1K
22,207
-1%
增持
CL
COLGATE PALMOLIVE CO
+$30.5K
9,003
+10%
增持
PFFA
ETFIS SER TR I
+$30.4K
13,515
+6%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$30.3K
26,531
-5%
增持
IYC
ISHARES TR
+$29.6K
3,778
+0%
增持
SHYG
ISHARES TR
+$28.0K
8,566
+6%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$25.5K
12,479
+7%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
-$25.2K
14,840
+1%
减持
VNQ
VANGUARD INDEX FDS
-$25.1K
3,851
-8%
增持
DVY
ISHARES TR
+$24.7K
8,045
+6%
增持
IBM
INTERNATIONAL BUSINESS MACHS
-$24.4K
5,506
+4%
减持
IGE
ISHARES TR
-$23.7K
7,475
-4%
增持
IWR
ISHARES TR
+$23.6K
9,192
+0%
减持
HFRO
HIGHLAND INCOME FD
-$23.4K
14,278
-1%
减持
IVW
ISHARES TR
+$23.1K
8,496
-4%
增持
VBK
VANGUARD INDEX FDS
+$22.8K
1,412
+0%
增持
HD
HOME DEPOT INC
-$20.3K
1,122
+1%
减持
SDY
SPDR SER TR
-$19.1K
1,692
-7%
增持
EMR
EMERSON ELEC CO
-$19.0K
8,840
+8%
减持
EJUL
INNOVATOR ETFS TR
+$18.6K
65,141
-1%
增持
ABBV
ABBVIE INC
+$18.5K
7,237
+3%
减持
ACWV
ISHARES INC
+$18.4K
21,306
-1%
清仓
—
MUSCLE MAKER INC
-$18.2K
0
-100%
