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Beaumont Financial Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Beaumont Financial Advisors, LLC
报告期 2026-03-31 · CIK 0001957394
持仓数
369
前50大市值合计
$1.09B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 27
增持 66
减持 57
方向
标的
Δ市值
现股数(环比)
减持
SGOV
ISHARES TR
-$101.1M
275,852
-78%
增持
JGRO
J P MORGAN EXCHANGE TRADED FD
+$18.9M
385,153
+631%
减持
VT
VANGUARD INTL EQUITY INDEX FDS
-$15.1M
302,696
-37%
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。
增持
JEPI
J P MORGAN EXCHANGE TRADED FD
+$15.1M
310,261
+705%
建仓
MOAT
VANECK ETF TRUST
+$14.6M
183,296
增持
JQUA
J P MORGAN EXCHANGE TRADED FD
+$13.3M
632,608
+78%
建仓
PAVE
GLOBAL X FDS
+$13.3M
424,501
建仓
IQLT
ISHARES INC
+$12.8M
360,172
增持
CEF
SPROTT PHYSICAL GOLD & SILVER
+$11.6M
1,242,424
+118%
建仓
MEM
MATTHEWS ASIA FDS
+$11.1M
396,572
增持
VXF
VANGUARD INDEX FDS
+$10.2M
72,278
+1737%
建仓
QCLN
FIRST TR EXCHANGE TRADED FD
+$9.6M
187,868
减持
AAPL
APPLE INC
+$8.3M
306,419
-1%
增持
—
NATURA &CO HLDG S A
+$7.9M
107,119
+926%
增持
MSFT
MICROSOFT CORP
+$7.3M
137,164
+0%
建仓
CLOI
VANECK ETF TRUST
+$6.8M
131,921
减持
NKE
NIKE INC
-$6.5M
1,357
-98%
增持
AMZN
AMAZON COM INC
+$5.0M
167,698
+3%
增持
RVTY
REVVITY INC
+$4.1M
69,569
+101%
建仓
GD
GENERAL DYNAMICS CORP
+$4.0M
18,741
减持
GOOGL
ALPHABET INC
+$3.8M
241,517
-0%
增持
NVDA
NVIDIA CORPORATION
+$3.1M
20,666
+2%
建仓
XLY
SELECT SECTOR SPDR TR
+$2.9M
17,215
增持
XLC
SELECT SECTOR SPDR TR
+$2.7M
51,604
+344%
减持
META
META PLATFORMS INC
+$2.5M
33,839
-0%
减持
LOW
LOWES COS INC
+$2.4M
100,061
-1%
增持
XLP
SELECT SECTOR SPDR TR
+$2.4M
64,263
+103%
减持
NEE
NEXTERA ENERGY INC
-$2.3M
55,416
-49%
减持
VUG
VANGUARD INDEX FDS
+$2.1M
69,401
-1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.8M
57,952
-0%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.8M
32,552
-48%
增持
IJH
ISHARES TR
+$1.5M
111,196
+1%
增持
DGRO
ISHARES TR
+$1.4M
250,619
+9%
减持
IOO
ISHARES TR
+$1.3M
420,546
-4%
减持
JNJ
JOHNSON & JOHNSON
+$1.3M
134,896
-0%
减持
IVV
ISHARES TR
+$1.2M
67,549
-4%
增持
FRDM
EA SERIES TRUST
+$1.1M
138,510
+26%
减持
GLDM
WORLD GOLD TR
-$1.1M
373,992
-4%
增持
NOC
NORTHROP GRUMMAN CORP
+$977.8K
7,717
+1215%
建仓
PAB
PGIM ETF TR
+$924.0K
22,066
增持
FTEC
FIDELITY COVINGTON TRUST
+$878.0K
40,085
+5%
减持
MCD
MCDONALDS CORP
-$858.3K
79,991
-10%
增持
LLY
LILLY ELI & CO
+$853.0K
6,296
+3%
增持
DIS
DISNEY WALT CO
-$812.6K
82,003
+1%
建仓
DBND
DOUBLELINE ETF TRUST
+$782.6K
16,947
减持
IJT
ISHARES TR
+$770.7K
187,241
-1%
增持
AVGO
BROADCOM INC
+$744.0K
3,021
+3%
增持
GOOG
ALPHABET INC
+$725.0K
26,368
+11%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$688.5K
51,404
-1%
减持
V
VISA INC COM
+$674.8K
70,468
-1%
增持
FIDU
FIDELITY COVINGTON TRUST
+$657.8K
47,441
+23%
减持
DHR
DANAHER CORPORATION
-$640.4K
47,221
-1%
减持
VOO
VANGUARD INDEX FDS
+$619.2K
43,819
-4%
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$518.2K
377,165
-6%
减持
ABT
ABBOTT LABS
+$506.2K
72,452
-1%
增持
CI
THE CIGNA GROUP
+$490.9K
15,877
+2%
建仓
GVI
ISHARES INC
+$461.0K
4,480
增持
ORCL
ORACLE CORP
+$460.7K
11,542
+17%
建仓
SMOT
VANECK ETF TRUST
+$452.4K
15,104
建仓
IEMG
ISHARES INC
+$434.4K
8,813
增持
JPM
JPMORGAN CHASE & CO
+$388.0K
18,107
+5%
增持
EPD
ENTERPRISE PRODS PARTNERS L P
+$385.9K
53,247
+36%
增持
IJR
ISHARES TR
+$353.6K
20,236
+18%
增持
TJX
TJX COS INC
+$306.8K
45,819
+0%
减持
DVY
ISHARES TR
-$301.4K
67,611
-0%
建仓
SCZ
ISHARES INC
+$290.7K
4,928
减持
DKS
DICKS SPORTING GOODS INC
-$285.2K
27,289
-1%
减持
AMT
AMERICAN TOWER CORP
-$277.0K
19,223
-2%
增持
TSLA
TESLA INC
+$268.3K
2,629
+30%
减持
SCHV
SCHWAB STRATEGIC TR
-$261.4K
23,611
-16%
减持
SPIP
SPDR SER TR
-$253.3K
44,575
-15%
建仓
SPSM
SPDR SER TR
+$241.5K
6,219
建仓
LEN
LENNAR CORP
+$238.6K
1,904
增持
COST
COSTCO WHSL CORP
+$237.0K
4,906
+1%
减持
PEP
PEPSICO INC
+$227.1K
94,808
-0%
建仓
—
EATON CORP PLC
+$225.3K
1,120
建仓
TGT
TARGET CORP
+$218.9K
1,660
减持
PYPL
PAYPAL HLDGS INC
-$218.2K
12,729
-9%
建仓
SCHB
SCHWAB STRATEGIC TR
+$214.1K
4,142
增持
ABBV
ABBVIE INC
-$213.0K
10,105
+2%
建仓
DTEC
ALPS ETF TR
+$211.0K
5,365
建仓
IRM
IRON MTN INC DEL
+$210.4K
3,703
建仓
SKYY
FIRST TR EXCHANGE TRADED FD
+$205.1K
2,701
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$204.9K
1,047
减持
VTEB
VANGUARD MUN BD FDS
-$203.9K
38,158
-9%
建仓
WST
WEST PHARMACEUTICAL SVSC INC
+$203.5K
532
建仓
MO
ALTRIA GROUP INC
+$203.3K
4,488
增持
GLD
SPDR GOLD TR
+$202.6K
3,145
+61%
建仓
CHD
CHURCH & DWIGHT CO INC
+$202.1K
2,016
建仓
WSO
WATSCO INC
+$200.7K
526
减持
MDYV
SPDR SER TR
-$197.3K
6,947
-32%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$192.5K
1,486
+7%
增持
DELL
DELL TECHNOLOGIES INC
+$191.9K
11,179
+9%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$189.3K
23,584
+18%
增持
SPY
SPDR S&P 500 ETF TR
+$188.8K
4,596
+2%
减持
SONY
SONY CORP
-$186.0K
133,149
-1%
减持
MRK
MERCK & CO. INC
+$184.9K
21,875
-1%
增持
HON
HONEYWELL INTL INC
+$179.3K
9,203
+2%
增持
PH
PARKER-HANNIFIN CORP
+$176.2K
1,574
+21%
减持
HDV
ISHARES TR
-$175.7K
88,419
-1%
增持
HD
HOME DEPOT INC
+$175.7K
11,069
+0%
增持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
+$164.2K
10,079
+0%
增持
MRNA
MODERNA INC
-$160.4K
10,439
+588%
减持
SCHX
SCHWAB STRATEGIC TR
+$159.2K
60,192
-3%
减持
SCHG
SCHWAB STRATEGIC TR
+$153.7K
33,214
-7%
增持
MA
MASTERCARD INCORPORATED
+$150.8K
3,502
+4%
减持
IWF
ISHARES TR
+$150.6K
6,807
-3%
减持
SPYM
SPDR SER TR
+$141.1K
71,625
-4%
减持
JAVA
J P MORGAN EXCHANGE TRADED FD
-$140.5K
11,508
-21%
减持
BCSF
BAIN CAP SPECIALTY FIN INC
+$136.0K
85,709
-0%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$134.9K
27,424
-11%
减持
NUAG
NUSHARES ETF TR
-$130.6K
14,909
-29%
增持
UNH
UNITEDHEALTH GROUP INC
+$127.3K
4,483
+4%
增持
EW
EDWARDS LIFESCIENCES CORP
+$124.4K
10,473
+0%
增持
—
VMWARE INC
+$118.3K
4,013
+9%
增持
BX
BLACKSTONE GROUP INC
+$115.8K
10,435
+7%
减持
VV
VANGUARD INDEX FDS
+$110.9K
10,307
-3%
增持
ARWR
ARROWHEAD PHARMACEUTICALS INC
+$110.0K
10,622
+0%
减持
SPGI
S&P GLOBAL INC
+$108.2K
2,652
-4%
增持
PG
PROCTER AND GAMBLE CO
+$107.8K
20,082
+2%
增持
XLF
SELECT SECTOR SPDR TR
+$104.9K
19,684
+13%
增持
BMY
BRISTOL-MYERS SQUIBB CO
-$101.6K
25,006
+2%
增持
AXP
AMERICAN EXPRESS CO
+$100.2K
8,760
+1%
减持
XLK
SELECT SECTOR SPDR TR
+$97.5K
4,771
-2%
增持
—
NXP SEMICONDUCTORS N V
+$95.7K
5,166
+0%
减持
SAMT
ADVISORS INNER CIRCLE FD III
-$95.1K
469,950
-5%
增持
PFE
PFIZER INC
-$92.7K
26,710
+2%
增持
AMD
ADVANCED MICRO DEVICES INC
+$90.4K
4,136
+6%
增持
CMCSA
COMCAST CORP
+$90.0K
19,753
+2%
增持
PFXF
VANECK ETF TRUST
+$88.9K
21,411
+31%
减持
OUSA
ALPS ETF TR
+$87.1K
51,827
-0%
减持
BSCQ
INVESCO EXCHANGE TRADED FD TR
-$83.2K
98,343
-3%
减持
BSCR
INVESCO EXCH TRD SLF IDX FD
-$83.2K
83,388
-4%
增持
EFA
ISHARES TR
+$81.9K
16,393
+6%
减持
IJJ
ISHARES TR
-$79.4K
4,715
-17%
减持
—
INVESCO EXCHANGE TRADED FD TR
-$79.3K
93,272
-3%
增持
ONEQ
FIDELITY COMWLTH TR
+$74.5K
6,673
+12%
减持
SCHA
SCHWAB U.S. SMALL-CAP ETF
-$73.4K
14,807
-14%
增持
AZTA
AZENTA INC
+$70.5K
33,531
+0%
减持
VTV
VANGUARD INDEX FDS
+$70.4K
42,897
-2%
减持
MUB
ISHARES TR
-$69.4K
17,868
-3%
增持
AMGN
AMGEN INC
-$68.8K
4,368
+2%
减持
—
INVESCO EXCHANGE TRADED FD TR
-$67.1K
84,887
-4%
增持
MGK
VANGUARD WORLD FD
+$67.0K
1,674
+5%
增持
CPRT
COPART INC
+$66.7K
4,085
+0%
增持
QCOM
QUALCOMM INC
-$66.4K
8,324
+0%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$66.2K
2,013
+4%
增持
JPST
J P MORGAN EXCHANGE TRADED FD
+$64.1K
19,384
+7%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$63.7K
32,645
+43%
减持
—
EXXON MOBIL CORP
-$63.1K
20,498
-1%
