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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 27
增持 67
减持 36
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$2.3M
200,692
+33%
增持
FVD
FIRST TR VALUE LINE DIVID IN
+$2.0M
248,399
+8%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$2.0M
312,611
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。
+6%
增持
PYLD
PIMCO ETF TR
+$1.9M
186,940
+58%
增持
USVM
VICTORY PORTFOLIOS II
+$1.4M
26,877
+138%
增持
TCAF
T ROWE PRICE ETF INC
+$1.2M
133,294
+30%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$955.3K
3,406
减持
BOCT
INNOVATOR ETFS TRUST
-$664.2K
6,212
-72%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$563.4K
159,360
+8%
增持
TSLA
TESLA INC
+$557.8K
7,300
+7%
增持
UPS
UNITED PARCEL SERVICE INC
+$534.7K
14,408
+38%
增持
VTV
VANGUARD INDEX FDS
+$516.1K
14,770
+15%
增持
EFV
ISHARES TR
+$506.9K
20,139
+64%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$469.4K
33,053
+38%
减持
SPY
SPDR S&P 500 ETF TR
-$416.1K
7,168
-14%
增持
EPI
WISDOMTREE TR
+$414.2K
20,337
+60%
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$406.1K
58,173
+18%
减持
IRM
IRON MTN INC DEL
+$399.2K
14,583
-2%
增持
DGRO
ISHARES TR
+$378.4K
34,563
+11%
清仓
FLV
AMERICAN CENTY ETF TR
-$358.6K
0
-100%
增持
VYM
VANGUARD WHITEHALL FDS
+$354.1K
13,624
+16%
增持
SFLR
INNOVATOR ETFS TRUST
+$344.7K
32,042
+47%
减持
MSFT
MICROSOFT CORP
-$343.7K
9,413
-4%
清仓
FDG
AMERICAN CENTY ETF TR
-$340.6K
0
-100%
增持
PAVE
GLOBAL X FDS
+$335.5K
32,904
+20%
建仓
GJUL
FIRST TR EXCHNG TRADED FD VI
+$326.8K
9,070
清仓
JHML
JOHN HANCOCK EXCHANGE TRADED
-$323.9K
0
-100%
减持
VIG
VANGUARD SPECIALIZED FUNDS
+$323.4K
26,665
-2%
减持
—
KELLANOVA
+$315.5K
15,241
-4%
建仓
GSUS
GOLDMAN SACHS ETF TR
+$310.8K
3,944
减持
QQQ
INVESCO QQQ TR
-$309.1K
1,401
-32%
减持
SHY
ISHARES TR
-$307.5K
2,844
-57%
建仓
OUSM
ALPS ETF TR
+$304.1K
6,748
增持
ILCG
ISHARES TR
+$291.2K
19,549
+18%
增持
IUSB
ISHARES TR
+$289.5K
32,385
+18%
建仓
MTGP
WISDOMTREE TR
+$287.7K
6,381
清仓
ESGU
ISHARES TR
-$284.5K
0
-100%
建仓
CGMS
CAPITAL GRP FIXED INCM ETF T
+$283.4K
10,179
建仓
SCHD
SCHWAB STRATEGIC TR
+$281.5K
3,331
清仓
DAL
DELTA AIR LINES INC DEL
-$277.5K
0
-100%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$275.7K
5,456
+1%
建仓
ACMR
ACM RESH INC
+$274.8K
13,535
增持
OEF
ISHARES TR
+$271.0K
1,717
+122%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$265.0K
2,462
+15%
建仓
VYMI
VANGUARD WHITEHALL FDS
+$264.6K
3,603
减持
NVDA
NVIDIA CORPORATION
-$258.9K
31,580
-5%
清仓
JBBB
JANUS DETROIT STR TR
-$255.5K
0
-100%
清仓
MBCN
MIDDLEFIELD BANC CORP
-$255.0K
0
-100%
建仓
IBIT
ISHARES BITCOIN TRUST ETF
+$253.0K
7,003
增持
AGGY
WISDOMTREE TR
+$249.6K
12,765
+71%
减持
MCD
MCDONALDS CORP
+$248.4K
7,175
-6%
增持
ABBV
ABBVIE INC
+$244.2K
8,368
+2%
减持
MMM
3M CO
+$242.9K
7,681
-3%
建仓
PJUL
INNOVATOR ETFS TRUST
+$237.6K
5,870
建仓
IXUS
ISHARES TR
+$237.4K
3,269
清仓
—
SUPER MICRO COMPUTER INC
-$236.8K
0
-100%
建仓
DFIV
DIMENSIONAL ETF TRUST
+$234.9K
6,169
清仓
BBAG
J P MORGAN EXCHANGE TRADED F
-$234.0K
0
-100%
建仓
EXPE
EXPEDIA GROUP INC
+$233.7K
1,579
清仓
—
LAM RESEARCH CORP
-$228.8K
0
-100%
增持
V
VISA INC
+$227.8K
8,093
+6%
清仓
VLO
VALERO ENERGY CORP
-$226.8K
0
-100%
建仓
TLH
ISHARES TR
+$226.0K
2,067
建仓
GE
GE AEROSPACE
+$219.2K
1,163
建仓
VV
VANGUARD INDEX FDS
+$217.2K
825
减持
DE
DEERE & CO
-$217.1K
486
-57%
减持
AFSM
FIRST TR EXCHNG TRADED FD VI
-$213.8K
125,457
-13%
增持
BABA
ALIBABA GROUP HLDG LTD
+$211.2K
5,157
+10%
清仓
VO
VANGUARD INDEX FDS
-$210.2K
0
-100%
建仓
DFAX
DIMENSIONAL ETF TRUST
+$209.4K
7,754
减持
VOO
VANGUARD INDEX FDS
-$206.8K
2,591
-18%
清仓
HON
HONEYWELL INTL INC
-$206.8K
0
-100%
建仓
FMAR
FIRST TR EXCHNG TRADED FD VI
+$206.7K
4,890
建仓
IAU
ISHARES GOLD TR
+$205.8K
4,141
增持
IWF
ISHARES TR
+$205.8K
4,202
+12%
建仓
GMAR
FIRST TR EXCHNG TRADED FD VI
+$204.1K
5,560
建仓
—
LINDE PLC
+$203.6K
427
清仓
FXG
FIRST TR EXCHANGE TRADED FD
-$202.8K
0
-100%
清仓
MEDP
MEDPACE HLDGS INC
-$202.6K
0
-100%
清仓
MS
MORGAN STANLEY
-$202.2K
0
-100%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$201.9K
19,914
+42%
清仓
—
ASML HOLDING N V
-$201.7K
0
-100%
建仓
UOCT
INNOVATOR ETFS TRUST
+$201.1K
5,776
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$200.8K
2,139
清仓
—
BLACKROCK INC
-$200.8K
0
-100%
建仓
ABT
ABBOTT LABS
+$200.6K
1,760
减持
BMY
BRISTOL-MYERS SQUIBB CO
+$200.2K
21,095
-2%
清仓
IJH
ISHARES TR
-$200.2K
0
-100%
减持
GS
GOLDMAN SACHS GROUP INC
-$198.7K
2,258
-22%
增持
VBK
VANGUARD INDEX FDS
-$197.1K
1,843
+0%
增持
CIBR
FIRST TR EXCHANGE TRADED FD
+$181.5K
15,519
+19%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$180.8K
32,935
+35%
增持
WMT
WALMART INC
+$179.2K
12,257
+2%
减持
META
META PLATFORMS INC
+$178.0K
2,633
-0%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$176.2K
17,934
-16%
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$175.8K
6,457
+8%
减持
BP
BP PLC
-$175.1K
29,972
-3%
减持
XLE
SELECT SECTOR SPDR TR
-$174.4K
9,600
-14%
增持
CRM
SALESFORCE INC
+$170.9K
2,172
+32%
增持
DYNF
BLACKROCK ETF TRUST
+$169.6K
21,801
+13%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$167.4K
32,529
+24%
减持
GOOGL
ALPHABET INC
-$166.5K
8,568
-2%
增持
EMXC
ISHARES INC
+$165.8K
9,047
+38%
减持
CAH
CARDINAL HEALTH INC
+$164.6K
15,293
-1%
增持
DGRW
WISDOMTREE TR
+$162.6K
6,860
+31%
增持
TLT
ISHARES TR
+$158.5K
5,128
+37%
减持
BAPR
INNOVATOR ETFS TRUST
-$158.2K
7,555
-35%
建仓
PTY
PIMCO CORPORATE & INCOME OPP
+$151.3K
10,511
增持
JNJ
JOHNSON & JOHNSON
+$151.0K
8,438
+1%
增持
CGUS
CAPITAL GROUP CORE EQUITY ET
+$149.0K
22,534
+17%
增持
DFUV
DIMENSIONAL ETF TRUST
+$143.7K
39,493
+3%
减持
DUK
DUKE ENERGY CORP NEW
+$136.1K
9,310
-0%
增持
AGG
ISHARES TR
+$135.4K
4,626
+35%
增持
JAAA
JANUS DETROIT STR TR
+$132.5K
15,683
+20%
增持
EPS
WISDOMTREE TR
+$131.0K
6,925
+38%
减持
EMR
EMERSON ELEC CO
-$130.8K
2,559
-31%
增持
BSEP
INNOVATOR ETFS TRUST
+$129.1K
13,000
+26%
增持
IWR
ISHARES TR
+$126.3K
10,415
+7%
清仓
RQI
COHEN & STEERS QUALITY INCOM
-$121.2K
0
-100%
增持
—
EXXON MOBIL CORP
+$121.2K
10,571
+9%
增持
HD
HOME DEPOT INC
+$120.3K
1,611
+4%
减持
CMI
CUMMINS INC
+$120.1K
2,581
-0%
增持
IGRO
ISHARES TR
+$119.9K
9,806
+8%
减持
CSCO
CISCO SYS INC
+$119.4K
22,445
-1%
增持
INDA
ISHARES TR
+$118.6K
8,330
+26%
减持
T
AT&T INC
-$116.2K
90,013
-18%
增持
DVY
ISHARES TR
+$115.6K
7,742
+1%
增持
IVE
ISHARES TR
+$114.4K
3,258
+12%
增持
USMF
WISDOMTREE TR
+$112.5K
9,514
+23%
增持
ITOT
ISHARES TR
+$108.1K
11,283
+2%
增持
PSEP
INNOVATOR ETFS TRUST
+$107.8K
17,721
+15%
增持
KAPR
INNOVATOR ETFS TRUST
+$107.5K
10,681
+38%
减持
LMT
LOCKHEED MARTIN CORP
+$106.8K
976
-2%
增持
DUHP
DIMENSIONAL ETF TRUST
+$106.5K
12,207
+26%
增持
BINC
BLACKROCK ETF TRUST II
+$106.5K
5,919
+47%
减持
ORCL
ORACLE CORP
+$106.2K
4,292
-3%
减持
DIS
DISNEY WALT CO
-$105.2K
8,729
-8%
增持
PLD
PROLOGIS INC.
+$104.9K
3,133
+21%
减持
IEMG
ISHARES INC
-$103.7K
5,212
-31%
减持
GOOG
ALPHABET INC
-$103.6K
4,179
-4%
减持
IQLT
ISHARES TR
+$102.8K
43,831
-0%
增持
FISV
FISERV INC
+$102.8K
3,217
+1%
减持
PJAN
INNOVATOR ETFS TRUST
-$102.3K
8,738
-24%
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$102.1K
26,564
+12%
增持
QCOM
QUALCOMM INC
-$99.9K
4,048
+2%
增持
AOM
ISHARES TR
+$98.6K
45,330
+0%
建仓
—
ROCKWELL MED INC
+$97.8K
24,645
减持
—
MEDTRONIC PLC
+$97.2K
8,736
-0%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$95.2K
15,808
+10%
增持
VGT
VANGUARD WORLD FD
+$95.0K
2,153
+6%
