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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 32
增持 62
减持 49
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.0M
212,973
+17%
增持
BUFR
FIRST TR EXCHNG TRADED FD VI
+$2.0M
114,626
+160%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$1.3M
86,001
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。
+37%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.2M
71,053
+30%
建仓
SCHO
SCHWAB STRATEGIC TR
+$1.1M
21,922
增持
FTSM
FIRST TR EXCHANGE-TRADED FD
+$938.5K
37,010
+73%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$935.2K
100,385
+29%
增持
AAPL
APPLE INC
+$930.8K
35,330
+3%
增持
NTRL
FIRST TR EXCH TRADED FD III
+$704.9K
49,302
+243%
减持
—
BROOKFIELD INFRAST PARTNERS
-$658.4K
11,364
-67%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$611.8K
161,637
+2%
建仓
BDEC
INNOVATOR ETFS TR
+$585.1K
15,297
清仓
SLQD
ISHARES TR
-$562.0K
0
-100%
建仓
BNOV
INNOVATOR ETFS TR
+$543.7K
15,574
增持
SPY
SPDR S&P 500 ETF TR
+$513.9K
7,444
+5%
清仓
SUB
ISHARES TR
-$508.2K
0
-100%
减持
MSFT
MICROSOFT CORP
+$488.1K
8,604
-1%
减持
CAH
CARDINAL HEALTH INC
-$451.2K
8,679
-43%
增持
SPYM
SPDR SER TR
+$448.1K
65,778
+2%
减持
USMV
ISHARES TR
-$441.5K
18,703
-29%
建仓
GOCT
FIRST TR EXCHNG TRADED FD VI
+$438.0K
13,540
建仓
BIL
SPDR SER TR
+$433.6K
4,744
增持
INTC
INTEL CORP
+$421.6K
26,934
+3%
减持
—
SEAGATE TECHNOLOGY HLDNGS PL
-$414.6K
4,070
-65%
增持
AMZN
AMAZON COM INC
+$408.2K
13,720
+4%
建仓
CIBR
FIRST TR EXCHANGE TRADED FD
+$399.6K
7,421
减持
STIP
ISHARES TR
-$398.4K
8,469
-33%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$390.6K
4,617
+94%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$377.5K
21,643
+53%
建仓
TJUL
INNOVATOR ETFS TR
+$364.7K
14,207
减持
AOM
ISHARES TR
-$357.0K
49,421
-20%
建仓
IJS
ISHARES TR
+$331.6K
3,217
建仓
SPYV
SPDR SER TR
+$323.4K
6,935
增持
IJR
ISHARES TR
+$312.0K
9,264
+26%
建仓
OEF
ISHARES TR
+$307.6K
1,377
减持
IVV
ISHARES TR
+$283.2K
8,739
-4%
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$280.4K
3,198
建仓
IAPR
INNOVATOR ETFS TR
+$280.1K
10,885
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$274.4K
16,350
+1%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$266.5K
40,169
+13%
减持
ACWV
ISHARES INC
-$259.1K
16,516
-18%
建仓
BOTZ
GLOBAL X FDS
+$255.9K
8,979
增持
EJUL
INNOVATOR ETFS TR
+$251.8K
75,999
+11%
建仓
COST
COSTCO WHSL CORP NEW
+$249.8K
378
建仓
SDY
SPDR SER TR
+$246.2K
1,970
清仓
BNDX
VANGUARD CHARLOTTE FDS
-$243.9K
0
-100%
建仓
PGR
PROGRESSIVE CORP
+$240.2K
1,508
增持
GOOG
ALPHABET INC
+$236.0K
3,284
+91%
建仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
+$235.5K
8,724
增持
TGT
TARGET CORP
+$232.8K
7,059
+1%
建仓
NULG
NUSHARES ETF TR
+$231.2K
3,328
减持
V
VISA INC
+$225.5K
7,553
-0%
建仓
ARKK
ARK ETF TR
+$224.9K
4,294
建仓
MINT
PIMCO ETF TR
+$222.2K
2,226
建仓
PDEC
INNOVATOR ETFS TR
+$222.0K
6,324
建仓
IWY
ISHARES TR
+$221.3K
1,263
增持
IGRO
ISHARES TR
+$220.1K
23,950
+7%
建仓
MU
MICRON TECHNOLOGY INC
+$216.2K
2,533
建仓
FOCT
FIRST TR EXCHNG TRADED FD VI
+$213.9K
5,500
增持
BOCT
INNOVATOR ETFS TR
+$212.8K
24,080
+20%
减持
BSV
VANGUARD BD INDEX FDS
-$212.8K
6,925
-30%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$211.5K
1,435
建仓
RDVI
FIRST TR EXCHANGE-TRADED FD
+$209.9K
9,095
清仓
EFA
ISHARES TR
-$209.5K
0
-100%
建仓
PDI
PIMCO DYNAMIC INCOME FD
+$209.1K
11,648
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$208.3K
512
减持
EFG
ISHARES TR
-$206.7K
6,213
-34%
增持
KOCT
INNOVATOR ETFS TR
+$206.4K
45,546
+12%
增持
IWF
ISHARES TR
+$205.5K
3,270
+11%
建仓
XLV
SELECT SECTOR SPDR TR
+$205.0K
1,503
建仓
EMXC
ISHARES INC
+$203.9K
3,680
增持
PAVE
GLOBAL X FDS
+$200.1K
14,840
+45%
减持
JPM
JPMORGAN CHASE & CO
+$194.5K
7,999
-1%
减持
AGG
ISHARES TR
-$193.4K
2,499
-47%
增持
DFAC
DIMENSIONAL ETF TRUST
+$187.4K
15,893
+50%
建仓
KMI
KINDER MORGAN INC DEL
+$181.4K
10,286
增持
—
EXXON MOBIL CORP
-$179.1K
10,356
+0%
减持
MCD
MCDONALDS CORP
+$176.7K
5,854
-1%
增持
SOXX
ISHARES TR
+$166.6K
1,353
+5%
增持
IRM
IRON MTN INC DEL
+$161.8K
15,211
+0%
增持
VYM
VANGUARD WHITEHALL FDS
+$155.0K
11,087
+6%
增持
VGT
VANGUARD WORLD FDS
+$151.1K
2,011
+1%
减持
PFE
PFIZER INC
-$149.7K
28,494
-3%
增持
IYW
ISHARES TR
+$147.0K
4,663
+15%
减持
DFUS
DIMENSIONAL ETF TRUST
+$146.9K
28,590
-0%
减持
BAC
BANK AMERICA CORP
+$144.8K
23,772
-1%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$143.4K
6,106
+0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
+$141.5K
27,504
-2%
增持
DIS
DISNEY WALT CO
+$141.2K
7,868
+12%
增持
QCOM
QUALCOMM INC
+$141.0K
3,397
+8%
增持
META
META PLATFORMS INC
+$140.1K
1,517
+15%
增持
XLK
SELECT SECTOR SPDR TR
+$139.6K
4,128
+3%
减持
QUAL
ISHARES TR
+$137.4K
13,741
-4%
减持
NVDA
NVIDIA CORPORATION
+$136.7K
3,981
-6%
减持
SCHZ
SCHWAB STRATEGIC TR
-$135.2K
16,549
-19%
增持
VTI
VANGUARD INDEX FDS
+$134.5K
1,465
+46%
减持
DGRO
ISHARES TR
-$134.1K
62,231
-12%
增持
NFLX
NETFLIX INC
+$131.5K
1,196
+0%
减持
FXG
FIRST TR EXCHANGE TRADED FD
-$131.0K
4,868
-33%
增持
XSD
SPDR SER TR
+$129.5K
3,562
+4%
增持
XLY
SELECT SECTOR SPDR TR
+$129.4K
6,047
+2%
减持
TIP
ISHARES TR
-$129.1K
3,064
-31%
增持
BAUG
INNOVATOR ETFS TR
+$126.8K
29,893
+4%
清仓
THW
TEKLA WORLD HEALTHCARE FD
-$126.1K
0
-100%
增持
GOOGL
ALPHABET INC
+$122.6K
6,695
+8%
增持
XSW
SPDR SER TR
+$121.8K
2,567
+23%
减持
T
AT&T INC
+$120.8K
79,749
-2%
减持
QQQ
INVESCO QQQ TR
+$118.4K
2,670
-2%
增持
ORCL
ORACLE CORP
+$118.1K
4,186
+37%
增持
PAUG
INNOVATOR ETFS TR
+$116.4K
19,288
+14%
减持
VTV
VANGUARD INDEX FDS
+$114.2K
13,047
-2%
增持
VUG
VANGUARD INDEX FDS
+$112.5K
2,513
+2%
增持
AVGO
BROADCOM INC
+$112.2K
382
+1%
增持
IQLT
ISHARES TR
+$110.0K
27,480
+0%
增持
NUE
NUCOR CORP
+$107.9K
6,058
+0%
减持
GS
GOLDMAN SACHS GROUP INC
+$99.8K
1,709
-1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$96.8K
13,446
-1%
增持
PSEP
INNOVATOR ETFS TR
+$95.7K
17,056
+11%
增持
XLI
SELECT SECTOR SPDR TR
+$95.7K
4,858
+8%
减持
VOO
VANGUARD INDEX FDS
+$95.0K
2,915
-3%
减持
IJH
ISHARES TR
-$92.9K
5,683
-15%
减持
KBWB
INVESCO EXCH TRADED FD TR II
+$91.3K
10,565
-1%
增持
PLD
PROLOGIS INC.
+$87.8K
4,135
+0%
减持
FTLS
FIRST TR EXCH TRADED FD III
-$87.2K
21,338
-12%
增持
CL
COLGATE PALMOLIVE CO
+$86.7K
9,574
+1%
增持
BP
BP PLC
-$85.9K
26,363
+0%
减持
SHY
ISHARES TR
-$82.6K
5,067
-18%
减持
—
MEDTRONIC PLC
-$81.9K
5,442
-20%
减持
TSLA
TESLA INC
-$77.8K
6,020
-4%
减持
CAT
CATERPILLAR INC
-$77.4K
893
-29%
减持
BBAG
J P MORGAN EXCHANGE TRADED F
-$77.3K
5,153
-28%
减持
EEMV
ISHARES INC
-$76.4K
7,145
-20%
减持
DVY
ISHARES TR
+$75.8K
8,135
-0%
建仓
JPC
NUVEEN PFD & INCOME OPPORTUN
+$75.3K
11,141
减持
IWR
ISHARES TR
+$74.3K
9,153
-1%
减持
CSCO
CISCO SYS INC
-$71.5K
19,114
-1%
增持
SHW
SHERWIN WILLIAMS CO
+$70.3K
1,231
+0%
清仓
—
NUVEEN PFD & INCOME SECS FD
-$69.5K
0
-100%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$67.4K
15,674
+5%
增持
—
SPIRIT RLTY CAP INC NEW
+$67.3K
6,378
+1%
减持
MO
ALTRIA GROUP INC
-$65.5K
15,707
-6%
减持
DFUV
DIMENSIONAL ETF TRUST
-$65.2K
34,293
-13%
增持
FSK
FS KKR CAP CORP
+$62.4K
62,559
+4%
增持
DFAS
DIMENSIONAL ETF TRUST
+$56.5K
7,845
+0%
减持
IEFA
ISHARES TR
-$56.0K
8,697
-16%
减持
IEMG
ISHARES INC
-$55.8K
7,060
-19%
减持
IVW
ISHARES TR
+$55.6K
11,167
-2%
减持
EMLP
FIRST TR EXCHANGE-TRADED FD
-$55.4K
15,071
-16%
增持
XLF
SELECT SECTOR SPDR TR
+$55.1K
7,634
+9%
清仓
NOK
NOKIA CORP
-$54.6K
0
-100%
