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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 51
增持 48
减持 32
清仓 19
方向
标的
Δ市值
现股数(环比)
建仓
XSVN
BONDBLOXX ETF TRUST
+$1.8M
38,397
减持
LMBS
FIRST TR EXCHANGE-TRADED FD
-$1.4M
36,264
-44%
增持
MSFT
MICROSOFT CORP
-$1.4M
14,701
+3%
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。
减持
MRK
MERCK & CO INC
-$1.3M
6,631
-66%
增持
JPST
J P MORGAN EXCHANGE TRADED F
+$1.2M
147,998
+19%
建仓
NUE
NUCOR CORP
+$1.2M
6,987
减持
USVM
VICTORY PORTFOLIOS II
-$1.1M
15,486
-46%
增持
NOC
NORTHROP GRUMMAN CORP
+$1.0M
2,079
+220%
减持
XLG
INVESCO EXCHANGE TRADED FD T
-$1.0M
9,253
-64%
减持
PLD
PROLOGIS INC.
-$1.0M
3,497
-70%
建仓
TMSL
T ROWE PRICE ETF INC
+$997.4K
27,198
建仓
SJM
SMUCKER J M CO
+$986.0K
10,224
减持
—
EXXON MOBIL CORP
+$980.8K
20,211
-1%
建仓
FAST
FASTENAL CO
+$946.3K
20,394
建仓
PPG
PPG INDS INC
+$930.6K
8,707
增持
FLXR
TCW ETF TRUST
+$871.4K
284,209
+9%
建仓
CORO
BLACKROCK ETF TRUST
+$859.8K
26,740
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$838.3K
3,408
-82%
建仓
FPE
FIRST TR EXCH TRADED FD III
+$837.5K
47,183
增持
RDVY
FIRST TR EXCHANGE TRADED FD
+$833.6K
31,179
+67%
建仓
ACWX
ISHARES TR
+$796.8K
11,637
减持
FPEI
FIRST TR EXCH TRADED FD III
-$725.8K
51,055
-42%
增持
PFEB
INNOVATOR ETFS TRUST
+$717.5K
26,667
+209%
建仓
GOVT
ISHARES TR
+$693.7K
30,280
减持
CGGR
CAPITAL GROUP GROWTH ETF
-$680.8K
119,851
-3%
增持
TSLA
TESLA INC
-$645.5K
9,167
+2%
建仓
CAIQ
CALAMOS ETF TR
+$621.6K
26,075
减持
IEMG
ISHARES INC
-$571.1K
6,711
-57%
建仓
KMAR
INNOVATOR ETFS TRUST
+$565.9K
19,456
减持
QQQ
INVESCO QQQ TR
-$563.5K
2,153
-27%
增持
QQQM
INVESCO EXCH TRADED FD TR II
+$533.5K
3,655
+176%
减持
JEPQ
J P MORGAN EXCHANGE TRADED F
-$527.6K
196,290
-0%
增持
CVX
CHEVRON CORPORATION
+$523.7K
9,072
+2%
建仓
FEGE
RBB FUND TRUST
+$522.7K
11,122
清仓
KNOV
INNOVATOR ETFS TRUST
-$520.1K
0
-100%
建仓
IMAR
INNOVATOR ETFS TRUST
+$512.4K
17,651
清仓
PNOV
INNOVATOR ETFS TRUST
-$488.5K
0
-100%
清仓
DOW
DOW INC
-$478.1K
0
-100%
减持
QCOM
QUALCOMM INC
-$467.5K
10,009
-3%
建仓
MSIF
MSC INCOME FUND INC
+$454.6K
37,325
减持
JEPI
J P MORGAN EXCHANGE TRADED F
-$451.6K
352,954
-1%
清仓
NVO
NOVO-NORDISK A S
-$451.3K
0
-100%
增持
QDPL
PACER FDS TR
+$446.8K
16,691
+218%
增持
CAIE
CALAMOS ETF TR
+$433.7K
57,855
+52%
建仓
BLCR
BLACKROCK ETF TRUST
+$429.5K
10,461
增持
AAPL
APPLE INC
-$418.6K
35,881
+2%
减持
V
VISA INC
-$415.0K
8,407
-0%
清仓
AFSM
FIRST TR EXCHNG TRADED FD VI
-$386.2K
0
-100%
清仓
INOV
INNOVATOR ETFS TRUST
-$380.1K
0
-100%
增持
FESM
FIDELITY COVINGTON TRUST
+$374.3K
27,288
+56%
建仓
CGDG
CAPITAL GROUP DIVIDEND GROWE
+$373.6K
10,408
清仓
NEAR
ISHARES U S ETF TR
-$366.9K
0
-100%
增持
HDV
ISHARES TR
+$363.5K
4,186
+149%
增持
TCAF
T ROWE PRICE ETF INC
-$359.6K
256,419
+3%
减持
CIBR
FIRST TR EXCHANGE-TRADED FD
-$348.5K
14,975
-17%
增持
IVE
ISHARES TR
+$340.3K
9,753
+20%
建仓
GRID
FIRST TR EXCHANGE-TRADED FD
+$315.4K
1,928
增持
JPM
JPMORGAN CHASE & CO
-$314.4K
11,598
+0%
减持
FSK
FS KKR CAP CORP
-$314.3K
60,266
-4%
减持
CGBL
CAPITAL GROUP CORE BALANCED
-$312.9K
35,361
-18%
减持
GLDM
WORLD GOLD TR
-$310.9K
4,495
-47%
清仓
SGOV
ISHARES TR
-$310.8K
0
-100%
增持
SPYM
SPDR SERIES TRUST
+$306.7K
59,073
+12%
增持
AGG
ISHARES TR
+$306.0K
12,540
+33%
建仓
VLO
VALERO ENERGY CORP
+$297.5K
1,204
建仓
GSID
GOLDMAN SACHS ETF TR
+$295.8K
4,233
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$294.5K
11,122
+16%
建仓
NFEB
INNOVATOR ETFS TRUST
+$288.6K
10,537
增持
CAT
CATERPILLAR INC
+$284.5K
2,052
+1%
增持
ADM
ARCHER DANIELS MIDLAND CO
+$271.9K
17,755
+0%
增持
GCOR
GOLDMAN SACHS ETF TR
+$271.6K
25,861
+35%
增持
SHLD
GLOBAL X FDS
+$271.1K
8,071
+74%
建仓
PGR
PROGRESSIVE CORP
+$269.9K
1,361
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD
+$269.2K
15,540
减持
PYLD
PIMCO ETF TR
-$265.1K
83,610
-9%
建仓
—
LINDE PLC
+$264.5K
534
增持
RAVI
FLEXSHARES TR
+$263.4K
12,162
+40%
减持
EFV
ISHARES TR
-$262.9K
19,488
-19%
建仓
WDC
WESTERN DIGITAL CORP
+$262.6K
971
建仓
—
ENERGY TRANSFER L P
+$260.0K
22,473
增持
VRT
VERTIV HOLDINGS CO
+$259.6K
2,585
+8%
建仓
SHY
ISHARES TR
+$257.6K
3,120
增持
VZ
VERIZON COMMUNICATIONS INC
+$253.1K
25,184
+1%
减持
ANF
ABERCROMBIE & FITCH CO
-$251.5K
5,576
-8%
减持
IVV
ISHARES TR
-$251.2K
4,458
-3%
减持
JAAA
JANUS DETROIT STR TR
-$247.3K
53,731
-8%
建仓
DELL
DELL TECHNOLOGIES INC
+$245.8K
1,498
清仓
ADBE
ADOBE INC
-$244.3K
0
-100%
增持
AVEM
AMERICAN CENTY ETF TR
+$241.7K
11,087
+31%
建仓
GLW
CORNING INC
+$240.1K
1,766
建仓
URA
GLOBAL X FDS
+$238.4K
4,922
清仓
AXP
AMERICAN EXPRESS CO
-$236.1K
0
-100%
减持
EVTR
MORGAN STANLEY ETF TRUST
-$235.4K
10,669
-29%
清仓
AIQ
GLOBAL X FDS
-$234.3K
0
-100%
建仓
IDU
ISHARES TR
+$234.3K
2,018
建仓
PANW
PALO ALTO NETWORKS INC
+$233.9K
1,459
清仓
TAFI
AB ACTIVE ETFS INC
-$233.0K
0
-100%
建仓
GSSC
GOLDMAN SACHS ETF TR
+$231.2K
3,101
建仓
SDSI
AMERICAN CENTY ETF TR
+$230.5K
4,495
建仓
SPTL
SPDR SERIES TRUST
+$230.4K
8,761
增持
FENI
FIDELITY COVINGTON TRUST
+$230.2K
57,648
+10%
建仓
BIL
SPDR SERIES TRUST
+$229.9K
2,508
增持
ORCL
ORACLE CORP
-$229.5K
5,170
+2%
增持
DFAT
DIMENSIONAL ETF TRUST
+$228.1K
15,001
+26%
清仓
FDG
AMERICAN CENTY ETF TR
-$226.4K
0
-100%
建仓
SHEL
SHELL PLC
+$224.6K
2,415
建仓
CW
CURTISS WRIGHT CORP
+$224.2K
329
清仓
FISV
FISERV INC
-$223.9K
0
-100%
增持
WMT
WALMART INC
+$222.4K
13,073
+4%
建仓
NEE
NEXTERA ENERGY INC
+$221.9K
2,389
建仓
COP
CONOCOPHILLIPS
+$221.2K
1,676
清仓
EMB
ISHARES TR
-$217.1K
0
-100%
建仓
WM
WASTE MGMT INC DEL
+$213.5K
929
建仓
APD
AIR PRODUCTS AND CHEMICALS I
+$213.3K
734
建仓
NLR
VANECK ETF TRUST
+$212.7K
1,597
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$211.3K
0
-100%
增持
IRM
IRON MTN INC DEL
+$210.3K
10,621
+1%
减持
—
ACCENTURE PLC IRELAND
-$209.2K
2,003
-11%
建仓
JCPB
J P MORGAN EXCHANGE TRADED F
+$209.0K
4,440
建仓
DFSV
DIMENSIONAL ETF TRUST
+$208.8K
5,959
建仓
VO
VANGUARD INDEX FDS
+$208.6K
726
建仓
B
BARRICK MNG CORP
+$208.4K
5,108
清仓
APH
AMPHENOL CORP NEW
-$207.6K
0
-100%
增持
META
META PLATFORMS INC
-$205.7K
3,617
+5%
建仓
DUK
DUKE ENERGY CORP NEW
+$205.7K
1,571
清仓
NJUL
INNOVATOR ETFS TRUST
-$204.6K
0
-100%
建仓
SDY
SPDR SERIES TRUST
+$204.4K
1,400
减持
GPIX
GOLDMAN SACHS ETF TR
-$202.6K
57,707
-1%
清仓
ROK
ROCKWELL AUTOMATION INC
-$202.3K
0
-100%
建仓
DIHP
DIMENSIONAL ETF TRUST
+$200.8K
6,231
建仓
DIA
STATE STR SPDR DOW JONES IND
+$200.6K
433
减持
XLE
SELECT SECTOR SPDR TR
+$194.5K
12,817
-3%
增持
PAVE
GLOBAL X FDS
+$194.0K
36,029
+5%
增持
DGRO
ISHARES TR
+$192.7K
61,624
+4%
增持
BAI
BLACKROCK ETF TRUST
+$188.0K
27,104
+28%
减持
DIS
DISNEY WALT CO
-$187.1K
9,228
-2%
增持
NVDA
NVIDIA CORPORATION
-$187.1K
32,297
+3%
增持
IWF
ISHARES TR
-$187.0K
4,534
+1%
增持
CRWD
CROWDSTRIKE HLDGS INC
-$186.9K
2,780
+2%
增持
BSV
VANGUARD BD INDEX FDS
+$185.5K
6,913
+53%
增持
XTEN
BONDBLOXX ETF TRUST
+$183.8K
26,251
+19%
增持
DFIV
DIMENSIONAL ETF TRUST
+$183.5K
24,557
+10%
减持
VUG
VANGUARD INDEX FDS
-$183.5K
2,644
-4%
增持
MU
MICRON TECHNOLOGY INC
+$181.4K
2,310
+10%
增持
COST
COSTCO WHOLESALE CORPORATION
+$180.2K
765
+13%
减持
SCHG
SCHWAB STRATEGIC TR
-$179.4K
33,318
-5%
减持
EPI
WISDOMTREE TR
-$178.0K
17,282
-9%
增持
IAGG
ISHARES TR
+$176.4K
25,251
+16%
增持
KO
COCA COLA CO
+$174.3K
26,844
+1%
增持
SDVY
FIRST TR EXCHANGE TRADED FD
+$170.6K
43,968
+8%
