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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 41
增持 71
减持 28
清仓 10
方向
标的
Δ市值
现股数(环比)
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$2.0M
74,633
+109%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$1.7M
370,005
+13%
增持
PYLD
PIMCO ETF TR
+$1.3M
302,382
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。
+17%
减持
NVDA
NVIDIA CORPORATION
-$1.2M
29,457
-10%
建仓
KMB
KIMBERLY-CLARK CORP
+$1.0M
7,229
增持
TSLA
TESLA INC
-$1.0M
7,502
+2%
增持
JAAA
JANUS DETROIT STR TR
+$984.9K
54,399
+56%
减持
CSCO
CISCO SYS INC
-$978.9K
5,687
-75%
清仓
MMM
3M CO
-$947.5K
0
-100%
增持
DGRO
ISHARES TR
+$944.8K
51,228
+42%
减持
LECO
LINCOLN ELEC HLDGS INC
-$927.6K
2,233
-69%
建仓
ADM
ARCHER DANIELS MIDLAND CO
+$879.5K
18,320
增持
LMBS
FIRST TR EXCHANGE-TRADED FD
+$810.3K
25,702
+176%
增持
EPS
WISDOMTREE TR
+$804.9K
23,748
+141%
增持
SCHG
SCHWAB STRATEGIC TR
+$774.4K
49,774
+194%
增持
AAPL
APPLE INC
-$757.1K
32,099
+2%
建仓
—
SEAGATE TECHNOLOGY HLDNGS PL
+$683.0K
8,040
清仓
CVS
CVS HEALTH CORP
-$632.4K
0
-100%
建仓
PJFV
PGIM ETF TR
+$620.5K
8,955
增持
CGGR
CAPITAL GROUP GROWTH ETF
+$577.0K
84,138
+36%
清仓
SPYG
SPDR SER TR
-$559.0K
0
-100%
建仓
WTV
WISDOMTREE TR
+$556.3K
6,770
增持
USVM
VICTORY PORTFOLIOS II
+$549.9K
47,513
+25%
增持
DUHP
DIMENSIONAL ETF TRUST
+$543.5K
33,297
+101%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$535.9K
177,959
+3%
建仓
IJH
ISHARES TR
+$528.8K
9,063
增持
OUSM
ALPS ETF TR
+$518.8K
23,833
+116%
增持
TCAF
T ROWE PRICE ETF INC
+$507.4K
176,777
+13%
增持
DGRW
WISDOMTREE TR
+$495.2K
14,984
+73%
清仓
MDYV
SPDR SER TR
-$485.1K
0
-100%
增持
SDVY
FIRST TR EXCHANGE-TRADED FD
+$481.7K
42,096
+63%
增持
IVV
ISHARES TR
+$477.0K
5,361
+24%
增持
SFLR
INNOVATOR ETFS TRUST
+$468.3K
55,997
+42%
建仓
IWY
ISHARES TR
+$463.0K
2,195
减持
AFSM
FIRST TR EXCHNG TRADED FD VI
-$462.1K
102,445
-7%
建仓
QSIG
WISDOMTREE TR
+$460.8K
9,514
增持
VTV
VANGUARD INDEX FDS
+$459.1K
17,846
+15%
增持
IQLT
ISHARES TR
+$443.5K
52,945
+19%
增持
USMF
WISDOMTREE TR
+$433.2K
21,183
+70%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$432.1K
3,100
+15%
减持
UPS
UNITED PARCEL SERVICE INC
-$428.6K
11,071
-15%
建仓
PNC
PNC FINL SVCS GROUP INC
+$400.2K
2,277
增持
V
VISA INC
+$395.1K
8,317
+4%
建仓
XTEN
BONDBLOXX ETF TRUST
+$391.8K
8,414
增持
CGGO
CAPITAL GROUP GBL GROWTH EQT
+$383.0K
44,891
+48%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$377.1K
8,195
建仓
VWO
VANGUARD INTL EQUITY INDEX F
+$372.0K
8,219
减持
SPMO
INVESCO EXCH TRADED FD TR II
-$367.8K
4,549
-45%
清仓
XMMO
INVESCO EXCHANGE TRADED FD T
-$366.6K
0
-100%
增持
QQQ
INVESCO QQQ TR
+$356.0K
2,387
+60%
减持
EFG
ISHARES TR
-$352.5K
7,817
-33%
建仓
GLDM
WORLD GOLD TR
+$344.9K
5,572
建仓
MTUM
ISHARES TR
+$321.3K
1,590
增持
AGGY
WISDOMTREE TR
+$312.9K
25,361
+38%
建仓
LQD
ISHARES TR
+$307.6K
2,830
增持
SCHD
SCHWAB STRATEGIC TR
+$306.6K
21,667
+98%
建仓
DGRS
WISDOMTREE TR
+$296.0K
6,366
增持
DFIV
DIMENSIONAL ETF TRUST
+$292.3K
14,242
+88%
建仓
FDL
FIRST TR MORNINGSTAR DIVID L
+$292.2K
6,726
增持
ABBV
ABBVIE INC
+$290.1K
8,767
+1%
增持
CGBL
CAPITAL GROUP CORE BALANCED
+$287.2K
31,532
+43%
减持
IRM
IRON MTN INC DEL
-$283.3K
14,377
-1%
建仓
QQQM
INVESCO EXCH TRADED FD TR II
+$281.7K
1,459
建仓
FENI
FIDELITY COVINGTON TRUST
+$277.8K
9,336
减持
DFAU
DIMENSIONAL ETF TRUST
-$275.0K
15,927
-27%
建仓
VTWO
VANGUARD SCOTTSDALE FDS
+$271.0K
3,360
增持
BABA
ALIBABA GROUP HLDG LTD
+$270.8K
5,323
+4%
清仓
VV
VANGUARD INDEX FDS
-$268.5K
0
-100%
建仓
GPIX
GOLDMAN SACHS ETF TR
+$268.1K
5,751
建仓
GPIQ
GOLDMAN SACHS ETF TR
+$264.9K
5,939
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$262.5K
8,706
+22%
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$262.4K
5,375
建仓
PM
PHILIP MORRIS INTL INC
+$261.2K
1,646
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$258.4K
533
增持
KO
COCA COLA CO
+$253.9K
26,591
+0%
增持
JNJ
JOHNSON & JOHNSON
+$251.5K
8,628
+6%
减持
VOO
VANGUARD INDEX FDS
-$249.5K
2,346
-13%
增持
FPEI
FIRST TR EXCH TRADED FD III
+$249.4K
58,531
+30%
建仓
EVTR
MORGAN STANLEY ETF TRUST
+$248.9K
4,915
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$247.2K
334,207
+2%
建仓
NKE
NIKE INC
+$246.3K
3,880
减持
CAH
CARDINAL HEALTH INC
+$244.3K
14,347
-2%
建仓
DFAT
DIMENSIONAL ETF TRUST
+$243.0K
4,719
建仓
MINO
PIMCO ETF TR
+$227.0K
5,075
建仓
GLD
SPDR GOLD TR
+$226.8K
787
减持
DFUS
DIMENSIONAL ETF TRUST
-$226.3K
24,188
-9%
建仓
CVX
CHEVRON CORP NEW
+$224.6K
1,343
清仓
QGRW
WISDOMTREE TR
-$224.4K
0
-100%
建仓
—
LINDE PLC
+$223.1K
479
增持
IVE
ISHARES TR
+$223.0K
4,862
+32%
增持
MTGP
WISDOMTREE TR
+$221.9K
14,709
+50%
建仓
—
SPOTIFY TECHNOLOGY S A
+$221.1K
402
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$219.3K
6,614
+48%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$218.3K
26,131
-3%
建仓
TMUS
T-MOBILE US INC
+$217.2K
815
建仓
HDV
ISHARES TR
+$215.7K
1,781
清仓
WS
WORTHINGTON STL INC
-$214.9K
0
-100%
清仓
NULG
NUSHARES ETF TR
-$214.9K
0
-100%
建仓
UBER
UBER TECHNOLOGIES INC
+$214.1K
2,939
减持
IVW
ISHARES TR
-$214.0K
20,047
-2%
清仓
SPDW
SPDR INDEX SHS FDS
-$212.4K
0
-100%
增持
—
EXXON MOBIL CORP
+$207.0K
11,182
+7%
建仓
INTC
INTEL CORP
+$205.6K
9,053
建仓
DFAX
DIMENSIONAL ETF TRUST
+$205.1K
7,828
建仓
UNH
UNITEDHEALTH GROUP INC
+$204.3K
390
建仓
HEFA
ISHARES TR
+$203.1K
5,595
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$202.7K
4,310
增持
GOOGL
ALPHABET INC
-$202.2K
10,150
+8%
减持
ILCG
ISHARES TR
-$184.9K
19,422
-1%
增持
—
MEDTRONIC PLC
+$184.1K
10,277
+11%
增持
AEP
AMERICAN ELEC PWR CO INC
+$181.7K
9,945
+1%
增持
META
META PLATFORMS INC
+$176.8K
3,115
+13%
增持
SPY
SPDR S&P 500 ETF TR
-$169.2K
7,248
+1%
增持
SCHZ
SCHWAB STRATEGIC TR
+$168.5K
53,238
+14%
增持
GE
GE AEROSPACE
+$166.0K
1,829
+52%
减持
FTCS
FIRST TR EXCHANGE-TRADED FD
-$164.2K
15,703
-12%
增持
MO
ALTRIA GROUP INC
+$162.7K
20,772
+0%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$159.4K
2,923
-16%
增持
DFEM
DIMENSIONAL ETF TRUST
+$152.6K
13,351
+74%
减持
T
AT&T INC
+$151.4K
29,224
-1%
增持
XLY
SELECT SECTOR SPDR TR
-$148.2K
5,703
+0%
增持
IUSB
ISHARES TR
+$147.5K
37,635
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
+$146.7K
25,708
+1%
减持
DFAS
DIMENSIONAL ETF TRUST
-$146.6K
8,764
-15%
增持
IAU
ISHARES GOLD TR
+$141.9K
7,288
+25%
增持
XSD
SPDR SER TR
-$141.9K
2,987
+0%
增持
DON
WISDOMTREE TR
+$141.7K
7,554
+66%
增持
NFLX
NETFLIX INC
+$139.7K
1,378
+7%
增持
IEMG
ISHARES INC
+$138.4K
8,061
+42%
增持
IJR
ISHARES TR
+$137.5K
7,552
+33%
增持
IGRO
ISHARES TR
+$136.9K
10,691
+14%
减持
BP
BP PLC
+$135.5K
35,181
-1%
增持
MGK
VANGUARD WORLD FD
+$133.4K
1,558
+54%
增持
DUK
DUKE ENERGY CORP NEW
+$133.1K
9,168
+0%
减持
DFUV
DIMENSIONAL ETF TRUST
-$131.8K
36,338
-9%
增持
AVGO
BROADCOM INC
-$131.6K
4,142
+16%
增持
OEF
ISHARES TR
+$131.1K
2,975
+27%
增持
PFE
PFIZER INC
+$130.0K
48,437
+17%
减持
MCD
MCDONALDS CORP
+$127.1K
7,061
-2%
减持
HPQ
HP INC
-$122.0K
23,881
-1%
增持
FALN
ISHARES TR
+$121.0K
13,256
+51%
增持
CRM
SALESFORCE INC
-$117.1K
2,182
+4%
增持
PDI
PIMCO DYNAMIC INCOME FD
+$117.1K
37,524
+10%
减持
ISTB
ISHARES TR
-$116.7K
13,726
-16%
增持
BINC
BLACKROCK ETF TRUST II
+$116.2K
10,261
+27%
减持
IWR
ISHARES TR
-$115.3K
9,320
-9%
减持
VXF
VANGUARD INDEX FDS
-$113.6K
1,477
-24%
增持
VYM
VANGUARD WHITEHALL FDS
+$112.9K
13,990
+6%
减持
DFCF
DIMENSIONAL ETF TRUST
-$111.7K
10,496
-22%
减持
XLK
SELECT SECTOR SPDR TR
-$111.0K
4,011
-1%
