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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 14
增持 97
减持 29
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.4M
62,781
+102%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$1.4M
181,266
+20%
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$1.1M
2
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
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.0M
77,834
+101%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$898.1K
54,839
+59%
增持
AAPL
APPLE INC
-$721.4K
34,294
+1%
建仓
ES
EVERSOURCE ENERGY
+$710.5K
12,219
增持
SPYM
SPDR SER TR
+$703.0K
64,243
+33%
清仓
MUB
ISHARES TR
-$573.9K
0
-100%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$569.5K
44,118
+116%
建仓
PAUG
INNOVATOR ETFS TR
+$527.3K
16,981
清仓
MUNI
PIMCO ETF TR
-$508.5K
0
-100%
清仓
GOVT
ISHARES TR
-$474.0K
0
-100%
增持
TSLA
TESLA INC
+$443.6K
6,289
+46%
建仓
TFLO
ISHARES TR
+$406.0K
8,001
减持
USMV
ISHARES TR
-$381.5K
26,263
-14%
增持
EFV
ISHARES TR
+$375.7K
19,278
+66%
减持
IJR
ISHARES TR
-$361.3K
7,324
-31%
增持
BAUG
INNOVATOR ETFS TR
+$359.7K
28,738
+64%
增持
AMZN
AMAZON COM INC
+$358.9K
13,188
+30%
增持
V
VISA INC
+$348.8K
7,569
+29%
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$338.0K
2,385
建仓
VXF
VANGUARD INDEX FDS
+$292.4K
2,040
增持
FVD
FIRST TR VALUE LINE DIVID IN
-$289.8K
158,980
+2%
建仓
NTRL
FIRST TR EXCH TRADED FD III
+$289.1K
14,355
建仓
BJUL
INNOVATOR ETFS TR
+$283.5K
8,224
减持
—
BROOKFIELD INFRAST PARTNERS
-$280.9K
34,565
-3%
建仓
TLT
ISHARES TR
+$280.4K
3,162
增持
VTV
VANGUARD INDEX FDS
+$259.7K
13,314
+20%
建仓
INSM
INSMED INC
+$254.4K
10,075
建仓
FAUG
FIRST TR EXCHNG TRADED FD VI
+$242.0K
6,475
增持
VUG
VANGUARD INDEX FDS
+$238.7K
2,455
+62%
清仓
O
REALTY INCOME CORP
-$234.5K
0
-100%
建仓
CHAT
TIDAL TR II
+$230.6K
8,555
清仓
PBJ
INVESCO EXCHANGE TRADED FD T
-$229.2K
0
-100%
清仓
FOCT
FIRST TR EXCHNG TRADED FD VI
-$226.1K
0
-100%
减持
STIP
ISHARES TR
-$221.8K
12,726
-15%
减持
MCD
MCDONALDS CORP
-$219.2K
5,918
-1%
增持
GS
GOLDMAN SACHS GROUP INC
+$217.9K
1,729
+63%
清仓
SDY
SPDR SER TR
-$207.6K
0
-100%
清仓
NULG
NUSHARES ETF TR
-$206.3K
0
-100%
建仓
DAL
DELTA AIR LINES INC DEL
+$204.9K
5,539
清仓
IWM
ISHARES TR
-$204.5K
0
-100%
清仓
PDI
PIMCO DYNAMIC INCOME FD
-$197.1K
0
-100%
减持
ESGU
ISHARES TR
-$189.4K
4,645
-28%
增持
IVW
ISHARES TR
+$183.6K
11,444
+35%
减持
POCT
INNOVATOR ETFS TR
-$182.7K
24,932
-19%
减持
MTUM
ISHARES TR
-$173.9K
1,905
-38%
减持
BOCT
INNOVATOR ETFS TR
-$167.3K
20,100
-17%
减持
IEMG
ISHARES INC
-$166.1K
8,676
-26%
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$154.2K
21,365
+14%
增持
NVDA
NVIDIA CORPORATION
+$149.5K
4,218
+6%
增持
TGT
TARGET CORP
-$145.1K
6,987
+0%
增持
MSFT
MICROSOFT CORP
-$143.4K
8,702
+3%
增持
SHY
ISHARES TR
+$142.0K
6,154
+40%
增持
ABBV
ABBVIE INC
+$141.2K
7,503
+3%
减持
XLP
SELECT SECTOR SPDR TR
-$134.3K
6,337
-18%
增持
GOOGL
ALPHABET INC
+$131.1K
6,210
+9%
减持
IJH
ISHARES TR
-$127.1K
6,689
-3%
增持
FJUL
FIRST TR EXCHNG TRADED FD VI
+$125.9K
9,150
+59%
增持
—
EXXON MOBIL CORP
+$123.9K
10,329
+2%
增持
BP
BP PLC
+$122.0K
26,322
+4%
减持
IYW
ISHARES TR
-$121.2K
4,054
-19%
减持
VGT
VANGUARD WORLD FDS
-$119.4K
1,982
-7%
减持
QUAL
ISHARES TR
-$118.4K
14,299
-4%
增持
TIP
ISHARES TR
+$114.4K
4,419
+38%
减持
T
AT&T INC
-$112.9K
81,051
-3%
增持
VIG
VANGUARD SPECIALIZED FUNDS
-$109.8K
16,164
+0%
增持
DGRO
ISHARES TR
-$107.4K
70,327
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$101.3K
20,500
+17%
增持
PSEP
INNOVATOR ETFS TR
+$96.0K
15,346
+25%
增持
DIS
DISNEY WALT CO
+$91.3K
7,023
+31%
增持
CAH
CARDINAL HEALTH INC
-$89.5K
15,274
+2%
增持
VZ
VERIZON COMMUNICATIONS INC
-$86.7K
21,699
+2%
增持
SPY
SPDR S&P 500 ETF TR
+$86.3K
7,075
+7%
减持
ACWV
ISHARES INC
-$85.3K
20,085
-2%
减持
KOCT
INNOVATOR ETFS TR
-$84.9K
40,771
-2%
增持
IWF
ISHARES TR
+$84.8K
2,954
+16%
增持
EMR
EMERSON ELEC CO
+$82.1K
9,695
+3%
增持
PAVE
GLOBAL X FDS
+$81.9K
10,246
+40%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$81.8K
14,143
+13%
增持
INTC
INTEL CORP
+$81.8K
26,211
+3%
增持
XLE
SELECT SECTOR SPDR TR
+$78.9K
8,486
+0%
减持
MBB
ISHARES TR
-$78.5K
5,321
-10%
增持
AOM
ISHARES TR
-$78.4K
61,867
+1%
建仓
FSCO
FS CREDIT OPPORTUNITIES CORP
+$76.9K
14,191
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$75.6K
35,406
+13%
减持
BSEP
INNOVATOR ETFS TR
-$73.6K
10,288
-16%
增持
—
KELLANOVA
-$73.0K
12,759
+3%
增持
—
SEAGATE TECHNOLOGY HLDNGS PL
+$72.2K
11,555
+4%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$69.4K
6,096
+4%
增持
PFE
PFIZER INC
-$67.6K
29,245
+3%
增持
FTLS
FIRST TR EXCH TRADED FD III
+$66.3K
24,226
+5%
增持
PG
PROCTER AND GAMBLE CO
-$65.3K
12,377
+0%
增持
CSCO
CISCO SYS INC
+$64.7K
19,292
+3%
增持
IJUL
INNOVATOR ETFS TR
+$64.7K
88,949
+6%
增持
D
DOMINION ENERGY INC
-$64.5K
11,419
+3%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$63.3K
14,982
+23%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$62.5K
7,261
-9%
增持
IVV
ISHARES TR
+$60.2K
9,060
+5%
增持
KMX
CARMAX INC
-$59.1K
4,904
+1%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$59.1K
27,977
-1%
增持
MRK
MERCK & CO INC
-$57.1K
13,358
+8%
增持
XSD
SPDR SER TR
-$55.1K
3,424
+4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$54.0K
11,125
+19%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$52.9K
13,555
+3%
增持
XLY
SELECT SECTOR SPDR TR
-$51.0K
5,913
+0%
增持
EJUL
INNOVATOR ETFS TR
+$50.5K
68,595
+6%
增持
MPT
MEDICAL PPTYS TRUST INC
-$49.9K
13,585
+2%
增持
IRM
IRON MTN INC DEL
+$49.3K
15,185
+1%
增持
IGRO
ISHARES TR
-$47.3K
22,364
+1%
增持
META
META PLATFORMS INC
+$47.0K
1,322
+8%
增持
—
MEDTRONIC PLC
-$46.7K
6,766
+3%
减持
SUB
ISHARES TR
-$45.9K
4,941
-7%
减持
BAPR
INNOVATOR ETFS TR
-$45.2K
7,135
-13%
增持
MDY
SPDR S&P MIDCAP 400 ETF TR
-$44.7K
2,105
+0%
减持
GSY
INVESCO ACTIVELY MANAGED ETF
-$44.3K
5,991
-13%
增持
ISTB
ISHARES TR
+$42.1K
16,707
+6%
增持
F
FORD MTR CO DEL
-$41.9K
15,604
+0%
增持
FSK
FS KKR CAP CORP
+$41.7K
60,278
+1%
增持
DFUV
DIMENSIONAL ETF TRUST
+$40.2K
39,435
+5%
减持
VOE
VANGUARD INDEX FDS
-$39.6K
3,275
-3%
增持
VOO
VANGUARD INDEX FDS
+$39.2K
3,000
+7%
增持
XLK
SELECT SECTOR SPDR TR
-$39.2K
3,996
+0%
增持
SOXX
ISHARES TR
-$38.9K
1,294
+1%
增持
VBR
VANGUARD INDEX FDS
-$38.8K
7,070
+0%
减持
QQQ
INVESCO QQQ TR
-$38.3K
2,721
-1%
增持
JNJ
JOHNSON & JOHNSON
+$37.5K
2,550
+17%
增持
ORCL
ORACLE CORP
-$36.8K
3,051
+1%
增持
CAT
CATERPILLAR INC
+$36.6K
1,251
+1%
增持
IUSB
ISHARES TR
+$36.1K
15,475
+10%
增持
DVY
ISHARES TR
-$36.0K
8,155
+1%
增持
IQLT
ISHARES TR
-$35.7K
27,438
+2%
增持
—
SPIRIT RLTY CAP INC NEW
-$34.6K
6,304
+1%
增持
CMI
CUMMINS INC
-$34.2K
2,592
+1%
增持
KO
COCA COLA CO
-$34.0K
8,696
+1%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$33.1K
7,168
-5%
增持
PLD
PROLOGIS INC.
-$32.0K
4,130
+2%
增持
SHW
SHERWIN WILLIAMS CO
+$31.9K
1,230
+16%
增持
CRM
SALESFORCE INC
+$31.8K
1,554
+16%
增持
VNQ
VANGUARD INDEX FDS
-$30.8K
3,996
+0%
增持
FE
FIRSTENERGY CORP
-$29.1K
6,262
+0%
增持
CL
COLGATE PALMOLIVE CO
-$28.7K
9,513
+4%
增持
XLI
SELECT SECTOR SPDR TR
-$25.5K
4,519
+0%
增持
MO
ALTRIA GROUP INC
-$25.3K
16,627
+4%
增持
DFAU
DIMENSIONAL ETF TRUST
-$24.0K
23,232
+0%
增持
WMT
WALMART INC
+$22.7K
1,969
+6%
增持
THW
TEKLA WORLD HEALTHCARE FD
-$22.2K
10,762
+2%
增持
PEP
PEPSICO INC
-$21.7K
2,135
+3%
减持
ILCG
ISHARES TR
-$21.3K
6,309
-1%
