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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 17
增持 38
减持 61
清仓 34
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES TR
+$47.1M
744,014
+170%
清仓
GLDM
WORLD GOLD TR
-$14.2M
0
-100%
减持
VT
VANGUARD INTL EQUITY INDEX FDS
-$13.8M
166,426
-45%
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。
清仓
IQLT
ISHARES INC
-$12.8M
0
-100%
减持
CEF
SPROTT PHYSICAL GOLD & SILVER
-$12.6M
562,574
-55%
建仓
HAP
VANECK ETF TRUST
+$11.3M
230,777
减持
DHR
DANAHER CORPORATION
-$10.7M
2,523
-95%
减持
VXF
VANGUARD INDEX FDS
-$10.2M
3,962
-95%
清仓
QCLN
FIRST TR EXCHANGE TRADED FD
-$9.6M
0
-100%
清仓
RVTY
REVVITY INC
-$8.8M
0
-100%
减持
—
NATURA &CO HLDG S A
-$7.9M
10,399
-90%
减持
AAPL
APPLE INC
-$7.3M
304,532
-1%
建仓
UCON
FIRST TR EXCHANGE TRADED FD VI
+$6.7M
279,960
增持
NKE
NIKE INC
+$3.7M
42,274
+3015%
减持
MSFT
MICROSOFT CORP
-$3.7M
136,299
-1%
增持
DKS
DICKS SPORTING GOODS INC
+$3.5M
65,394
+140%
清仓
EQL
ALPS ETF TR
-$3.1M
0
-100%
清仓
SHV
ISHARES TR
-$3.0M
0
-100%
减持
IOO
ISHARES TR
-$3.0M
396,033
-6%
增持
JPST
J P MORGAN EXCHANGE TRADED FD
+$2.9M
77,105
+298%
增持
MCD
MCDONALDS CORP
-$2.7M
80,441
+1%
减持
GOOGL
ALPHABET INC
+$2.7M
241,174
-0%
减持
XLP
SELECT SECTOR SPDR TR
-$2.6M
30,799
-52%
增持
META
META PLATFORMS INC
+$2.2M
39,818
+18%
减持
JQUA
J P MORGAN EXCHANGE TRADED FD
-$2.2M
596,087
-6%
减持
LOW
LOWES COS INC
-$2.0M
99,114
-1%
减持
JNJ
JOHNSON & JOHNSON
-$1.9M
130,896
-3%
增持
NEE
NEXTERA ENERGY INC
+$1.8M
138,783
+150%
清仓
—
INVESCO EXCH TRD SLF IDX FD
-$1.8M
0
-100%
减持
VOO
VANGUARD INDEX FDS
-$1.7M
41,045
-6%
减持
PEP
PEPSICO INC
-$1.6M
94,376
-0%
减持
IJH
ISHARES TR
-$1.4M
110,946
-0%
减持
JGRO
J P MORGAN EXCHANGE TRADED FD
-$1.3M
373,770
-3%
清仓
SPIP
SPDR SER TR
-$1.2M
0
-100%
减持
SAMT
ADVISORS INNER CIRCLE FD III
-$1.1M
438,893
-7%
减持
VUG
VANGUARD INDEX FDS
-$1.1M
68,078
-2%
减持
MOAT
VANECK ETF TRUST
-$1.1M
178,753
-2%
减持
SONY
SONY CORP
-$1.1M
132,610
-0%
增持
MEM
MATTHEWS ASIA FDS
+$986.9K
457,986
+15%
减持
NOC
NORTHROP GRUMMAN CORP
-$975.5K
621
-92%
增持
IJT
ISHARES TR
-$974.1K
187,322
+0%
清仓
FBND
FIDELITY MERRIMACK STR TR
-$955.2K
0
-100%
建仓
FUTY
FIDELITY COVINGTON TRUST
+$943.2K
24,873
减持
ABT
ABBOTT LABS
-$935.4K
71,898
-1%
减持
DIS
DISNEY WALT CO
-$867.4K
79,628
-3%
清仓
SPAB
SPDR SER TR
-$784.2K
0
-100%
减持
PAVE
GLOBAL X FDS
-$766.3K
413,947
-2%
减持
AMT
AMERICAN TOWER CORP
-$740.1K
18,169
-5%
清仓
—
VMWARE INC
-$576.6K
0
-100%
增持
AMZN
AMAZON COM INC
-$542.2K
167,707
+0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$540.0K
57,954
+0%
减持
VCSH
VANGUARD SCOTTSDALE FDS
-$498.8K
18,925
-25%
增持
V
VISA INC COM
-$494.2K
70,608
+0%
增持
FENY
FIDELITY COVINGTON TRUST
+$492.5K
105,066
+11%
增持
JEPI
J P MORGAN EXCHANGE TRADED FD
-$483.7K
311,483
+0%
增持
NVDA
NVIDIA CORPORATION
+$474.6K
21,188
+3%
减持
VTV
VANGUARD INDEX FDS
-$468.3K
40,799
-5%
清仓
CRL
CHARLES RIVER LABS INTL INC
-$467.2K
0
-100%
增持
IVV
ISHARES TR
-$463.9K
69,030
+2%
增持
DGRO
ISHARES TR
-$452.4K
251,605
+0%
增持
NVO
NOVO-NORDISK A S ADR
+$423.3K
16,584
+143%
清仓
JMST
J P MORGAN EXCHANGE TRADED FD
-$401.7K
0
-100%
减持
EW
EDWARDS LIFESCIENCES CORP
-$400.3K
8,482
-19%
建仓
EDV
VANGUARD WORLD FD
+$397.7K
5,679
建仓
AEP
AMERICAN ELEC PWR CO INC
+$395.4K
5,256
减持
LLY
ELI LILLY & CO
+$392.0K
6,227
-1%
清仓
MINT
PIMCO ETF TR
-$391.1K
0
-100%
清仓
PFXF
VANECK ETF TRUST
-$378.3K
0
-100%
清仓
ITB
ISHARES TR
-$365.3K
0
-100%
建仓
VCLT
VANGUARD SCOTTSDALE FDS
+$362.9K
5,067
清仓
IGIB
ISHARES TR
-$354.1K
0
-100%
减持
HDV
ISHARES TR
-$352.3K
86,555
-2%
清仓
VZ
VERIZON COMMUNICATIONS INC
-$348.8K
0
-100%
增持
DVY
ISHARES TR
-$348.1K
67,932
+0%
建仓
KVUE
KENVUE INC
+$341.8K
17,023
减持
FTEC
FIDELITY COVINGTON TRUST
-$339.5K
39,838
-1%
增持
TOST
TOAST INC
-$327.3K
103,026
+3%
减持
XSOE
WISDOMTREE TR
-$322.1K
17,179
-38%
建仓
EMXC
ISHARES INC
+$302.3K
6,067
清仓
UPS
UNITED PARCEL SERVICE INC
-$300.9K
0
-100%
增持
AMGN
AMGEN INC
+$295.8K
4,709
+8%
减持
RTX
RTX CORPORATION
-$274.8K
10,266
-1%
减持
GOOG
ALPHABET INC
+$270.8K
26,246
-0%
减持
QQQ
INVESCO QQQ TR
-$259.7K
4,739
-11%
建仓
GBF
ISHARES TR
+$257.8K
2,577
清仓
IYJ
ISHARES TR
-$256.9K
0
-100%
清仓
SCHF
SCHWAB STRATEGIC TR
-$255.1K
0
-100%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
-$254.3K
50,899
-1%
清仓
AGZ
ISHARES TR
-$253.5K
0
-100%
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$250.9K
366,280
-3%
清仓
LQD
ISHARES TR
-$250.1K
0
-100%
减持
PG
PROCTER AND GAMBLE CO
-$246.8K
19,200
-4%
增持
COST
COSTCO WHSL CORP
+$244.6K
5,108
+4%
增持
FRDM
EA SERIES TRUST
-$243.5K
144,807
+5%
清仓
CVS
CVS HEALTH CORP
-$237.9K
0
-100%
增持
ABBV
ABBVIE INC
+$236.8K
10,722
+6%
减持
EZU
ISHARES TR
-$234.1K
7,733
-37%
建仓
ZTS
ZOETIS INC
+$227.9K
1,310
建仓
URNM
SPROTT FDS TR
+$225.9K
4,790
减持
AXP
AMERICAN EXPRESS CO
-$224.8K
8,722
-0%
增持
SMOT
VANECK ETF TRUST
+$223.6K
23,779
+57%
增持
BX
BLACKSTONE GROUP INC
+$222.6K
11,132
+7%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$220.7K
25,521
-7%
清仓
TGT
TARGET CORP
-$218.9K
0
-100%
清仓
YUM
YUM BRANDS INC
-$214.9K
0
-100%
增持
MRK
MERCK & CO. INC
-$214.6K
22,433
+3%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$214.5K
28,902
-11%
清仓
SCHB
SCHWAB STRATEGIC TR
-$214.1K
0
-100%
清仓
DTEC
ALPS ETF TR
-$211.0K
0
-100%
减持
ITM
VANECK ETF TRUST
-$210.6K
38,370
-7%
增持
UNH
UNITEDHEALTH GROUP INC
+$210.4K
4,691
+5%
减持
GLD
SPDR GOLD TR
-$210.0K
2,045
-35%
建仓
CCJ
CAMECO CORP
+$210.0K
5,298
建仓
EMR
EMERSON ELEC CO
+$209.0K
2,164
增持
HON
HONEYWELL INTL INC
-$206.6K
9,218
+0%
建仓
COWZ
PACER FDS TR
+$206.3K
4,174
建仓
WFC
WELLS FARGO CO NEW
+$206.0K
5,041
减持
VNQ
VANGUARD INDEX FDS
-$205.7K
18,410
-4%
清仓
LHX
L3HARRIS TECHNOLOGIES INC
-$204.9K
0
-100%
清仓
USIG
ISHARES TR
-$203.8K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC
+$203.5K
66
清仓
WST
WEST PHARMACEUTICAL SVSC INC
-$203.5K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$203.3K
0
-100%
清仓
CHD
CHURCH & DWIGHT CO INC
-$202.1K
0
-100%
建仓
GRID
FIRST TR EXCHANGE-TRADED FD
+$201.8K
2,149
清仓
WSO
WATSCO INC
-$200.7K
0
-100%
增持
JAVA
J P MORGAN EXCHANGE TRADED FD
+$199.8K
15,830
+38%
减持
—
EXXON MOBIL CORP
+$198.3K
20,383
-1%
增持
PGR
PROGRESSIVE CORP
+$196.1K
2,916
+84%
减持
AGG
ISHARES TR
-$191.0K
7,193
-19%
减持
GVI
ISHARES INC
-$180.4K
2,769
-38%
增持
DELL
DELL TECHNOLOGIES INC
+$172.7K
11,286
+1%
减持
MDYV
SPDR SER TR
-$165.9K
4,809
-31%
减持
SPYM
SPDR SER TR
-$159.0K
71,098
-1%
减持
VTEB
VANGUARD MUN BD FDS
-$158.3K
36,548
-4%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$157.1K
24,845
-1%
减持
SCHV
SCHWAB STRATEGIC TR
-$149.6K
22,253
-6%
减持
FIDU
FIDELITY COVINGTON TRUST
-$143.9K
47,192
-1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$142.3K
1,704
+15%
减持
SPGI
S&P GLOBAL INC
-$141.2K
2,523
-5%
减持
SCHX
SCHWAB STRATEGIC TR
-$138.4K
59,563
-1%
增持
ROP
ROPER TECHNOLOGIES INC
+$137.9K
812
+53%
减持
SPLV
INVESCO EXCH TRADED FD TR II
-$137.0K
12,007
-11%
减持
PFE
PFIZER INC
-$132.9K
25,531
-4%
增持
XLY
SELECT SECTOR SPDR TR
-$130.5K
17,348
+1%
减持
AVGO
BROADCOM INC
-$128.8K
3,000
-1%
减持
SCHG
SCHWAB STRATEGIC TR
-$125.0K
32,514
-2%
增持
ORCL
ORACLE CORP
-$124.6K
11,801
+2%
增持
KMB
KIMBERLY CLARK CORP
-$123.6K
7,196
+0%
增持
JPM
JPMORGAN CHASE & CO
+$122.0K
19,001
+5%
