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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 33
增持 42
减持 35
清仓 40
方向
标的
Δ市值
现股数(环比)
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$3.4M
261,027
+23%
清仓
BUFR
FIRST TR EXCHNG TRADED FD VI
-$3.0M
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$2.6M
126,523
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。
+47%
清仓
IJUL
INNOVATOR ETFS TR
-$2.2M
0
-100%
减持
DGRO
ISHARES TR
-$2.2M
20,050
-68%
建仓
TCAF
T ROWE PRICE ETF INC
+$2.0M
65,016
减持
AAPL
APPLE INC
-$1.9M
28,358
-20%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$1.9M
99,299
+40%
清仓
EJUL
INNOVATOR ETFS TR
-$1.8M
0
-100%
建仓
PYLD
PIMCO ETF TR
+$1.7M
67,509
清仓
ACWV
ISHARES INC
-$1.7M
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$1.4M
2,533
-79%
减持
IVV
ISHARES TR
-$1.4M
5,365
-39%
减持
IJH
ISHARES TR
-$1.3M
4,297
-24%
清仓
KOCT
INNOVATOR ETFS TR
-$1.3M
0
-100%
清仓
FTLS
FIRST TR EXCH TRADED FD III
-$1.2M
0
-100%
建仓
CCEF
CALAMOS ETF TR
+$1.1M
42,321
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$1.1M
0
-100%
减持
IGRO
ISHARES TR
-$1.0M
7,523
-69%
减持
INTC
INTEL CORP
-$1.0M
7,432
-72%
减持
NVDA
NVIDIA CORPORATION
+$1.0M
3,295
-17%
清仓
NTRL
FIRST TR EXCH TRADED FD III
-$994.0K
0
-100%
建仓
CVS
CVS HEALTH CORP
+$941.9K
11,810
建仓
HPQ
HP INC
+$855.6K
28,313
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$852.2K
22,741
-39%
减持
IBM
INTERNATIONAL BUSINESS MACHS
-$776.3K
1,164
-81%
建仓
DYNF
BLACKROCK ETF TRUST
+$769.6K
17,334
清仓
ES
EVERSOURCE ENERGY
-$753.5K
0
-100%
建仓
—
3M CO
+$722.6K
6,812
建仓
PAYX
PAYCHEX INC
+$678.1K
5,522
增持
CAH
CARDINAL HEALTH INC
+$648.8K
13,616
+57%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$604.7K
110,774
+10%
清仓
PLD
PROLOGIS INC.
-$551.2K
0
-100%
建仓
IVE
ISHARES TR
+$487.6K
2,610
增持
MSFT
MICROSOFT CORP
+$477.1K
8,825
+3%
清仓
BIL
SPDR SER TR
-$433.6K
0
-100%
增持
IUSB
ISHARES TR
+$428.2K
23,729
+67%
清仓
MMM
3M CO
-$419.0K
0
-100%
建仓
PFEB
INNOVATOR ETFS TRUST
+$418.5K
12,250
清仓
EMLP
FIRST TR EXCHANGE-TRADED FD
-$417.3K
0
-100%
建仓
SFLR
INNOVATOR ETFS TRUST
+$408.6K
13,615
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$399.9K
21,034
-24%
清仓
CLIX
PROSHARES TR
-$390.4K
0
-100%
清仓
KMX
CARMAX INC
-$375.9K
0
-100%
清仓
TFLO
ISHARES TR
-$371.3K
0
-100%
建仓
—
SUPER MICRO COMPUTER INC
+$369.7K
366
清仓
—
BROOKFIELD INFRAST PARTNERS
-$357.9K
0
-100%
清仓
IEMG
ISHARES INC
-$357.1K
0
-100%
建仓
PJAN
INNOVATOR ETFS TRUST
+$352.7K
9,017
增持
IVW
ISHARES TR
+$348.1K
14,054
+26%
清仓
—
SEAGATE TECHNOLOGY HLDNGS PL
-$347.5K
0
-100%
建仓
KJAN
INNOVATOR ETFS TRUST
+$342.9K
9,695
增持
D
DOMINION ENERGY INC
+$340.8K
17,116
+61%
清仓
IJS
ISHARES TR
-$331.6K
0
-100%
增持
TSLA
TESLA INC
-$331.4K
6,624
+10%
清仓
TIP
ISHARES TR
-$329.3K
0
-100%
增持
PAVE
GLOBAL X FDS
+$328.7K
21,102
+42%
清仓
SPYV
SPDR SER TR
-$323.4K
0
-100%
减持
USMV
ISHARES TR
-$320.2K
13,631
-27%
清仓
BJUL
INNOVATOR ETFS TR
-$309.5K
0
-100%
减持
SPYM
SPDR SER TR
-$308.4K
54,747
-17%
清仓
OEF
ISHARES TR
-$307.6K
0
-100%
清仓
GSY
INVESCO ACTIVELY MANAGED ETF
-$307.2K
0
-100%
增持
T
AT&T INC
+$307.0K
93,476
+17%
增持
PFE
PFIZER INC
+$295.4K
40,207
+41%
清仓
FDL
FIRST TR MORNINGSTAR DIVID L
-$290.7K
0
-100%
减持
STIP
ISHARES TR
-$281.2K
5,569
-34%
清仓
IAPR
INNOVATOR ETFS TR
-$280.1K
0
-100%
清仓
—
SPIRIT RLTY CAP INC NEW
-$278.7K
0
-100%
清仓
HDV
ISHARES TR
-$275.6K
0
-100%
建仓
CGBL
CAPITAL GROUP CORE BALANCED
+$273.5K
9,396
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$271.9K
17,736
+32%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$270.6K
0
-100%
建仓
SPMO
INVESCO EXCH TRADED FD TR II
+$269.9K
3,365
建仓
ARKB
ARK 21SHARES BITCOIN ETF
+$268.0K
3,776
清仓
FRI
FIRST TR S&P REIT INDEX FD
-$266.0K
0
-100%
清仓
IDV
ISHARES TR
-$265.2K
0
-100%
增持
META
META PLATFORMS INC
+$261.7K
1,645
+8%
增持
NFLX
NETFLIX INC
+$260.1K
1,387
+16%
建仓
NJAN
INNOVATOR ETFS TRUST
+$258.7K
5,936
清仓
VNQ
VANGUARD INDEX FDS
-$258.1K
0
-100%
建仓
QGRO
AMERICAN CENTY ETF TR
+$254.9K
3,001
减持
ESGU
ISHARES TR
-$254.3K
1,740
-60%
减持
IJR
ISHARES TR
-$251.7K
6,796
-27%
建仓
HEFA
ISHARES TR
+$250.8K
7,191
建仓
JAAA
JANUS DETROIT STR TR
+$248.9K
4,906
建仓
FFEB
FIRST TR EXCHNG TRADED FD VI
+$248.6K
5,490
清仓
AGG
ISHARES TR
-$248.1K
0
-100%
建仓
VLO
VALERO ENERGY CORP
+$244.5K
1,433
建仓
WS
WORTHINGTON STL INC
+$242.0K
6,750
减持
EFV
ISHARES TR
-$239.5K
13,415
-28%
减持
TGT
TARGET CORP
-$236.7K
4,337
-39%
清仓
BUFQ
FIRST TR EXCHNG TRADED FD VI
-$235.5K
0
-100%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$231.0K
42,670
+6%
减持
JPM
JPMORGAN CHASE & CO
+$230.8K
7,946
-1%
增持
BAC
BANK AMERICA CORP
+$230.0K
27,173
+14%
建仓
IWP
ISHARES TR
+$227.4K
1,993
增持
VZ
VERIZON COMMUNICATIONS INC
+$224.1K
21,596
+19%
建仓
GFEB
FIRST TR EXCHNG TRADED FD VI
+$222.3K
6,455
清仓
MINT
PIMCO ETF TR
-$222.2K
0
-100%
建仓
—
LAM RESEARCH CORP
+$219.2K
226
建仓
AJAN
INNOVATOR ETFS TRUST
+$219.1K
8,800
建仓
LLY
ELI LILLY & CO
+$218.1K
280
清仓
RDVI
FIRST TR EXCHANGE-TRADED FD
-$209.9K
0
-100%
建仓
BJAN
INNOVATOR ETFS TRUST
+$209.6K
4,815
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$208.3K
0
-100%
减持
FVD
FIRST TR VALUE LINE DIVID IN
+$207.1K
160,150
-1%
清仓
XLV
SELECT SECTOR SPDR TR
-$205.0K
0
-100%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$203.2K
2,808
建仓
MDYG
SPDR SER TR
+$202.9K
2,325
减持
ABBV
ABBVIE INC
+$201.7K
7,498
-0%
增持
MO
ALTRIA GROUP INC
+$199.4K
19,097
+22%
增持
—
MEDTRONIC PLC
+$194.3K
7,374
+36%
增持
IWF
ISHARES TR
+$192.2K
3,511
+7%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$186.2K
16,276
-0%
增持
DFUV
DIMENSIONAL ETF TRUST
+$184.2K
35,710
+4%
清仓
KMI
KINDER MORGAN INC DEL
-$181.4K
0
-100%
增持
EMR
EMERSON ELEC CO
+$179.8K
9,885
+2%
减持
MCD
MCDONALDS CORP
-$176.8K
5,529
-6%
增持
GOOGL
ALPHABET INC
+$170.3K
7,325
+9%
增持
MU
MICRON TECHNOLOGY INC
+$170.2K
3,278
+29%
减持
PSEP
INNOVATOR ETFS TRUST
-$166.4K
11,686
-31%
减持
SPY
SPDR S&P 500 ETF TR
+$163.2K
7,077
-5%
减持
IWR
ISHARES TR
-$163.1K
6,521
-29%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$162.6K
5,262
+14%
增持
CL
COLGATE PALMOLIVE CO
+$155.7K
10,204
+7%
减持
QQQ
INVESCO QQQ TR
-$154.5K
2,114
-21%
增持
V
VISA INC
+$154.4K
7,599
+1%
增持
EMXC
ISHARES INC
+$139.4K
5,964
+62%
减持
VTV
VANGUARD INDEX FDS
+$139.3K
12,833
-2%
减持
BNOV
INNOVATOR ETFS TRUST
-$137.6K
11,131
-29%
减持
CMI
CUMMINS INC
+$137.5K
2,583
-1%
增持
IYK
ISHARES TR
-$137.5K
5,192
+104%
减持
DFUS
DIMENSIONAL ETF TRUST
+$137.4K
28,418
-1%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$137.3K
9,520
+28%
减持
SHW
SHERWIN WILLIAMS CO
-$136.4K
713
-42%
增持
AMD
ADVANCED MICRO DEVICES INC
+$133.0K
1,909
+33%
增持
BOTZ
GLOBAL X FDS
+$128.3K
12,077
+35%
减持
NUE
NUCOR CORP
+$126.1K
5,965
-2%
增持
SCHO
SCHWAB STRATEGIC TR
+$124.9K
24,621
+12%
建仓
RQI
COHEN & STEERS QUALITY INCOM
+$122.9K
10,176
增持
IWY
ISHARES TR
+$119.7K
1,748
+38%
增持
SHY
ISHARES TR
+$119.1K
6,540
+29%
增持
TLT
ISHARES TR
+$118.6K
4,500
+45%
减持
DIS
DISNEY WALT CO
+$113.0K
6,730
-14%
增持
DOW
DOW INC
+$111.7K
14,503
+9%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$110.4K
17,778
+13%
增持
BP
BP PLC
+$109.5K
27,674
+5%
增持
XLC
SELECT SECTOR SPDR TR
+$109.1K
5,440
+18%
减持
IRM
IRON MTN INC DEL
+$108.3K
14,621
-4%
