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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 13
增持 108
减持 27
清仓 2
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.6M
150,436
+21%
建仓
FTSM
FIRST TR EXCHANGE-TRADED FD
+$1.1M
18,773
减持
AAPL
APPLE INC
+$903.7K
33,989
-1%
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。
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$825.1K
31,106
+106%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$661.4K
38,726
+150%
清仓
GE
GENERAL ELECTRIC CO
-$630.5K
0
-100%
增持
MSFT
MICROSOFT CORP
+$600.2K
8,489
+7%
建仓
BAUG
INNOVATOR ETFS TR
+$588.9K
17,548
减持
NVDA
NVIDIA CORPORATION
+$572.5K
3,983
-1%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$532.9K
155,502
+10%
增持
IVV
ISHARES TR
+$483.0K
8,594
+6%
建仓
NFLX
NETFLIX INC
+$463.8K
1,053
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$431.3K
34,432
+30%
建仓
ILCG
ISHARES TR
+$397.7K
6,379
减持
USMV
ISHARES TR
-$396.8K
30,707
-17%
增持
TSLA
TESLA INC
+$363.5K
4,317
+17%
增持
DGRO
ISHARES TR
+$321.1K
69,683
+7%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$305.8K
20,405
+133%
增持
AMZN
AMAZON COM INC
+$297.9K
10,107
+2%
增持
SPYM
SPDR SER TR
+$290.0K
48,472
+4%
减持
CAH
CARDINAL HEALTH INC
+$255.3K
14,969
-3%
建仓
SYLD
CAMBRIA ETF TR
+$239.2K
3,911
减持
SHY
ISHARES TR
-$231.2K
4,394
-39%
增持
VYM
VANGUARD WHITEHALL FDS
+$230.9K
10,231
+26%
增持
TGT
TARGET CORP
-$229.9K
6,957
+0%
建仓
PAVE
GLOBAL X FDS
+$229.4K
7,299
增持
SPY
SPDR S&P 500 ETF TR
+$227.9K
6,628
+0%
增持
QUAL
ISHARES TR
+$217.0K
14,850
+3%
清仓
TAN
INVESCO EXCH TRADED FD TR II
-$208.9K
0
-100%
建仓
FDG
AMERICAN CENTY ETF TR
+$208.7K
3,179
建仓
GOOG
ALPHABET INC
+$208.1K
1,720
建仓
NULG
NUSHARES ETF TR
+$206.3K
3,315
建仓
SHEL
SHELL PLC
+$206.1K
3,414
建仓
IWM
ISHARES TR
+$204.5K
1,092
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$195.3K
2,162
+23%
增持
BJUN
INNOVATOR ETFS TR
+$182.1K
12,223
+72%
减持
STIP
ISHARES TR
-$176.3K
14,910
-9%
增持
ABBV
ABBVIE INC
-$176.2K
7,253
+0%
增持
IGRO
ISHARES TR
+$167.5K
22,149
+11%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$165.9K
16,139
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$163.6K
37,721
+11%
建仓
BIZD
VANECK ETF TRUST
+$161.0K
10,480
增持
DFUS
DIMENSIONAL ETF TRUST
+$160.6K
27,647
+5%
减持
MTUM
ISHARES TR
-$160.4K
3,051
-29%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$157.1K
31,386
+11%
增持
MRK
MERCK & CO INC
+$155.4K
12,413
+3%
增持
AGG
ISHARES TR
+$146.7K
4,679
+50%
增持
MCD
MCDONALDS CORP
+$142.2K
5,959
+2%
增持
JPM
JPMORGAN CHASE & CO
+$138.6K
7,991
+2%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$130.7K
7,582
-26%
增持
IYW
ISHARES TR
+$125.3K
5,020
+11%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$123.9K
13,379
增持
VGT
VANGUARD WORLD FDS
+$121.9K
2,130
+0%
增持
XLY
SELECT SECTOR SPDR TR
+$120.8K
5,906
+0%
增持
T
AT&T INC
-$120.2K
83,403
+11%
增持
KMX
CARMAX INC
+$116.0K
4,850
+8%
减持
NUE
NUCOR CORP
-$114.8K
5,800
-16%
增持
GOOGL
ALPHABET INC
+$114.3K
5,694
+4%
增持
—
BROOKFIELD INFRAST PARTNERS
+$113.1K
35,536
+1%
增持
INTC
INTEL CORP
+$109.6K
25,418
+12%
减持
BP
BP PLC
-$100.8K
25,422
-3%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$99.8K
12,185
+35%
增持
PFE
PFIZER INC
-$98.1K
28,289
+2%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$93.0K
23,135
+4%
减持
QQQ
INVESCO QQQ TR
+$92.5K
2,743
-4%
增持
ORCL
ORACLE CORP
+$86.8K
3,023
+3%
减持
XLK
SELECT SECTOR SPDR TR
+$86.4K
3,993
-1%
增持
—
MEDTRONIC PLC
+$86.2K
6,548
+8%
增持
AVGO
BROADCOM INC
+$84.6K
370
+1%
增持
GS
GOLDMAN SACHS GROUP INC
+$84.5K
1,059
+35%
增持
EMR
EMERSON ELEC CO
+$83.8K
9,449
+7%
增持
LECO
LINCOLN ELEC HLDGS INC
+$82.2K
2,641
+1%
增持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$81.2K
28,223
+1%
增持
SOXX
ISHARES TR
+$80.9K
1,285
+0%
增持
IWF
ISHARES TR
+$80.2K
2,547
+0%
增持
BAPR
INNOVATOR ETFS TR
+$78.3K
8,235
+28%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$75.9K
16,536
+17%
增持
VUG
VANGUARD INDEX FDS
+$75.7K
1,519
+7%
增持
SHYG
ISHARES TR
+$74.8K
10,419
+22%
增持
PG
PROCTER AND GAMBLE CO
+$73.2K
12,328
+2%
减持
—
EXXON MOBIL CORP
-$72.3K
10,169
-4%
增持
V
VISA INC
+$72.2K
5,862
+0%
增持
DFIC
DIMENSIONAL ETF TRUST
+$68.9K
25,495
+12%
增持
EFG
ISHARES TR
+$67.7K
8,541
+7%
增持
MBB
ISHARES TR
+$67.4K
5,907
+16%
增持
XSD
SPDR SER TR
+$67.1K
3,282
+4%
增持
FSK
FS KKR CAP CORP
+$66.7K
59,706
+2%
减持
FRI
FIRST TR S&P REIT INDEX FD
-$66.5K
10,124
-22%
增持
SHW
SHERWIN WILLIAMS CO
+$66.1K
1,061
+11%
增持
ESGU
ISHARES TR
+$64.7K
6,419
+3%
增持
BOND
PIMCO ETF TR
+$64.7K
8,104
+11%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$64.1K
5,873
+7%
增持
IRM
IRON MTN INC DEL
+$62.6K
15,019
+0%
减持
ACWV
ISHARES INC
-$59.5K
20,415
-4%
增持
IVW
ISHARES TR
+$56.7K
8,505
+0%
增持
PEP
PEPSICO INC
+$56.0K
2,070
+15%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$53.6K
12,522
+10%
增持
VZ
VERIZON COMMUNICATIONS INC
+$52.2K
21,241
+12%
增持
DFAU
DIMENSIONAL ETF TRUST
+$51.7K
23,226
+0%
增持
WMT
WALMART INC
+$50.3K
1,859
+13%
减持
VBR
VANGUARD INDEX FDS
-$48.8K
7,052
-8%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
+$44.9K
2,101
+0%
增持
VBK
VANGUARD INDEX FDS
+$44.6K
1,524
+8%
增持
DFAS
DIMENSIONAL ETF TRUST
+$43.4K
7,627
+7%
减持
KOCT
INNOVATOR ETFS TR
+$42.5K
41,797
-0%
增持
CRM
SALESFORCE INC
+$42.4K
1,341
+11%
减持
IJUL
INNOVATOR ETFS TR
+$40.7K
83,745
-2%
减持
KO
COCA COLA CO
-$40.4K
8,648
-4%
增持
IEMG
ISHARES INC
+$40.3K
11,746
+6%
增持
F
FORD MTR CO DEL
+$40.2K
15,576
+0%
增持
BSV
VANGUARD BD INDEX FDS
+$39.3K
10,015
+7%
增持
AOM
ISHARES TR
+$38.3K
61,540
+0%
减持
SACH
SACHEM CAP CORP
-$36.8K
10,850
-46%
增持
—
EATON CORP PLC
+$36.3K
1,218
+0%
增持
DFCF
DIMENSIONAL ETF TRUST
+$36.2K
13,161
+9%
增持
EFV
ISHARES TR
+$35.3K
11,599
+6%
增持
EEMV
ISHARES INC
+$34.2K
8,628
+7%
增持
CMI
CUMMINS INC
+$33.2K
2,555
+3%
增持
BAC
BANK AMERICA CORP
+$32.2K
23,349
+5%
减持
VTV
VANGUARD INDEX FDS
-$31.9K
11,096
-5%
增持
XLC
SELECT SECTOR SPDR TR
+$31.1K
4,327
+0%
减持
IJH
ISHARES TR
-$30.5K
6,865
-6%
增持
ITOT
ISHARES TR
+$30.0K
3,322
+2%
增持
IUSB
ISHARES TR
+$29.9K
14,084
+6%
增持
FLV
AMERICAN CENTY ETF TR
+$29.4K
5,344
+7%
增持
IWR
ISHARES TR
+$29.3K
9,201
+0%
减持
MO
ALTRIA GROUP INC
-$29.1K
15,992
-5%
增持
XLI
SELECT SECTOR SPDR TR
+$28.9K
4,506
+0%
增持
DVY
ISHARES TR
-$28.9K
8,065
+0%
增持
JNJ
JOHNSON & JOHNSON
+$28.8K
2,172
+2%
增持
CL
COLGATE PALMOLIVE CO
+$28.6K
9,153
+2%
减持
EJUL
INNOVATOR ETFS TR
-$27.5K
64,795
-1%
减持
TIP
ISHARES TR
-$26.2K
3,196
-5%
增持
IWS
ISHARES TR
+$25.7K
2,295
+8%
增持
QCOM
QUALCOMM INC
-$25.6K
3,080
+0%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$25.3K
13,129
+5%
减持
IJR
ISHARES TR
-$24.9K
10,559
-5%
增持
IYC
ISHARES TR
+$24.8K
3,783
+0%
增持
—
HYDROFARM HLDGS GROUP INC
-$24.8K
32,500
+12%
增持
NLY
ANNALY CAPITAL MANAGEMENT IN
+$23.9K
15,364
+4%
增持
DIS
DISNEY WALT CO
+$23.5K
5,353
+18%
增持
REM
ISHARES TR
+$23.0K
10,490
+2%
增持
CSCO
CISCO SYS INC
+$22.9K
18,794
+3%
增持
CLIX
PROSHARES TR
+$22.7K
11,041
+0%
增持
VOE
VANGUARD INDEX FDS
+$22.4K
3,385
+2%
减持
O
REALTY INCOME CORP
-$21.7K
3,923
-3%
增持
XSW
SPDR SER TR
+$21.6K
2,081
+0%
增持
CAT
CATERPILLAR INC
+$21.5K
1,239
+0%
增持
MMM
3M CO
-$21.1K
4,317
+0%
增持
SCHZ
SCHWAB STRATEGIC TR
+$20.7K
17,448
+4%
