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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
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 32
增持 53
减持 53
清仓 12
方向
标的
Δ市值
现股数(环比)
减持
SGOV
ISHARES TR
-$72.8M
20,893
-97%
建仓
JPEF
J P MORGAN EXCHANGE TRADED FD
+$21.0M
398,248
建仓
FFLC
FIDELITY COVINGTON TRUST
+$20.7M
571,640
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。
建仓
TCAF
T. ROWE PRICE ETF INC
+$20.5M
743,383
增持
COWZ
PACER FDS TR
+$11.9M
232,503
+5470%
建仓
MINT
PIMCO ETF TR
+$11.6M
116,537
增持
JGRO
J P MORGAN EXCHANGE TRADED FD
+$10.4M
500,316
+34%
减持
MSFT
MICROSOFT CORP
+$8.2M
136,138
-0%
增持
MOAT
VANECK ETF TRUST
+$6.7M
238,886
+34%
减持
AAPL
APPLE INC
+$5.5M
299,622
-2%
增持
AMZN
AMAZON COM INC
+$4.2M
167,935
+0%
减持
CI
THE CIGNA GROUP
-$4.2M
1,004
-94%
增持
AEP
AMERICAN ELEC PWR CO INC
+$3.8M
51,262
+875%
减持
DIS
DISNEY WALT CO
-$3.7M
30,929
-61%
增持
IJT
ISHARES TR
+$3.2M
189,444
+1%
减持
IVV
ISHARES TR
+$3.1M
68,637
-1%
增持
MEM
MATTHEWS ASIA FDS
+$3.1M
534,458
+17%
减持
NKE
NIKE INC
-$2.9M
10,594
-75%
减持
IOO
ISHARES TR
-$2.8M
325,404
-18%
减持
IJH
ISHARES TR
+$2.7M
109,380
-1%
清仓
FENY
FIDELITY COVINGTON TRUST
-$2.6M
0
-100%
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$2.5M
49,282
减持
MCD
MCDONALDS CORP
+$2.5M
80,057
-0%
减持
DKS
DICKS SPORTING GOODS INC
+$2.4M
64,659
-1%
减持
VUG
VANGUARD INDEX FDS
+$2.1M
66,489
-2%
减持
GOOGL
ALPHABET INC
+$2.1M
240,794
-0%
减持
META
META PLATFORMS INC
+$2.0M
39,552
-1%
减持
V
VISA INC COM
+$2.0M
69,956
-1%
增持
VTEB
VANGUARD MUN BD FDS
+$1.9M
71,989
+97%
减持
JPST
J P MORGAN EXCHANGE TRADED FD
-$1.7M
42,430
-45%
减持
SONY
SONY CORP
+$1.6M
132,242
-0%
增持
LOW
LOWES COS INC
+$1.5M
99,190
+0%
增持
AVGO
BROADCOM INC
+$1.5M
3,545
+18%
增持
FUTY
FIDELITY COVINGTON TRUST
+$1.4M
57,992
+133%
建仓
FREL
FIDELITY COVINGTON TRUST
+$1.4M
52,907
建仓
FMAT
FIDELITY COVINGTON TRUST
+$1.4M
28,265
增持
FHLC
FIDELITY COVINGTON TRUST
+$1.4M
25,149
+505%
建仓
FNCL
FIDELITY COVINGTON TRUST
+$1.4M
25,440
增持
FSTA
FIDELITY COVINGTON TRUST
+$1.3M
35,612
+524%
增持
NVDA
NVIDIA CORPORATION
+$1.3M
21,279
+0%
减持
FDN
FIRST TR EXCHANGE-TRADED FD
+$1.3M
50,516
-1%
减持
JEPI
J P MORGAN EXCHANGE TRADED FD
-$1.3M
280,693
-10%
减持
XLY
SELECT SECTOR SPDR TR
-$1.2M
8,710
-50%
减持
FIDU
FIDELITY COVINGTON TRUST
-$1.2M
22,321
-53%
减持
PAVE
GLOBAL X FDS
+$1.1M
398,151
-4%
增持
FRDM
EA SERIES TRUST
+$1.1M
158,941
+10%
增持
CEF
SPROTT PHYSICAL GOLD & SILVER
+$1.1M
566,908
+1%
增持
HAP
VANECK ETF TRUST
+$1.1M
254,408
+10%
减持
XLC
SELECT SECTOR SPDR TR
-$1.1M
31,007
-39%
增持
GD
GENERAL DYNAMICS CORP
+$1.0M
19,761
+7%
减持
FTEC
FIDELITY COVINGTON TRUST
-$925.7K
27,649
-31%
建仓
SPYV
SPDR SER TR
+$836.3K
17,936
减持
ABT
ABBOTT LABS
+$822.3K
70,734
-2%
减持
VRIG
INVESCO ACTIVELY MANAGED ETF
-$668.7K
338,855
-7%
增持
NEE
NEXTERA ENERGY INC
+$650.3K
141,607
+2%
清仓
—
EQRX INC
-$595.9K
0
-100%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$584.8K
160,447
+17%
增持
SPY
SPDR S&P 500 ETF TR
+$539.8K
5,237
+15%
增持
JPM
JPMORGAN CHASE & CO
+$538.0K
19,362
+2%
减持
VOO
VANGUARD INDEX FDS
+$530.5K
38,116
-7%
增持
HD
HOME DEPOT INC
+$523.4K
11,367
+1%
建仓
JBND
J P MORGAN EXCHANGE TRADED FD
+$510.4K
9,632
减持
MUB
ISHARES TR
-$498.9K
12,057
-32%
增持
COST
COSTCO WHSL CORP
+$496.5K
5,124
+0%
增持
IJR
ISHARES TR
+$495.7K
23,271
+8%
减持
DGRO
ISHARES TR
-$476.8K
222,690
-11%
减持
SCHG
SCHWAB STRATEGIC TR
-$462.3K
22,928
-29%
减持
BAC
BANK OF AMERICA CORP
+$449.4K
81,800
-3%
清仓
BIZD
VANECK ETF TRUST
-$438.8K
0
-100%
增持
INTC
INTEL CORP
+$433.7K
28,324
+2%
建仓
RVMD
REVOLUTION MEDICINES INC
+$428.0K
14,924
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$384.7K
20,607
-17%
增持
QQQ
INVESCO QQQ TR
+$377.3K
5,067
+7%
减持
SPYM
SPDR SER TR
+$368.1K
70,510
-1%
增持
LLY
ELI LILLY & CO
+$360.3K
6,356
+2%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$358.7K
28,722
+23%
减持
PAB
PGIM ETF TR
-$358.4K
12,437
-44%
减持
SCHV
SCHWAB STRATEGIC TR
-$354.4K
15,407
-31%
增持
AXP
AMERICAN EXPRESS CO
+$344.7K
8,786
+1%
增持
—
LAM RESEARCH CORP
+$327.4K
2,076
+0%
减持
DVY
ISHARES TR
+$326.9K
65,169
-4%
减持
ADP
AUTOMATIC DATA PROCESSING INC
-$324.8K
3,077
-29%
增持
QCOM
QUALCOMM INC
+$316.8K
8,523
+3%
减持
PYPL
PAYPAL HLDGS INC
-$315.0K
7,870
-42%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$314.3K
2,136
-51%
清仓
NZAC
SPDR INDEX SHS FDS
-$297.5K
0
-100%
增持
—
EXXON MOBIL CORP
-$291.9K
21,051
+3%
增持
IWF
ISHARES TR
+$291.3K
7,042
+2%
增持
BX
BLACKSTONE GROUP INC
+$284.0K
11,280
+1%
清仓
GVI
ISHARES INC
-$280.6K
0
-100%
增持
GOOG
ALPHABET INC
+$280.0K
26,542
+1%
建仓
TGT
TARGET CORP
+$264.1K
1,854
增持
CRM
SALESFORCE COM INC
+$262.5K
2,521
+28%
减持
PFE
PFIZER INC
-$259.5K
20,403
-20%
清仓
GBF
ISHARES TR
-$257.8K
0
-100%
减持
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
+$248.0K
10,065
-0%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$245.9K
57,610
-1%
建仓
IWM
ISHARES TR
+$240.8K
1,200
建仓
LHX
L3HARRIS TECHNOLOGIES INC
+$236.0K
1,121
建仓
MS
MORGAN STANLEY NEW
+$235.3K
2,524
清仓
USSG
DBX ETF TR
-$235.2K
0
-100%
增持
HON
HONEYWELL INTL INC
+$231.8K
9,226
+0%
减持
VV
VANGUARD INDEX FDS
+$230.0K
10,274
-0%
建仓
IGV
ISHARES TR
+$228.4K
563
清仓
SLYV
SPDR SER TR
-$227.5K
0
-100%
清仓
SHE
SPDR SER TR
-$225.7K
0
-100%
建仓
WSO
WATSCO INC
+$225.4K
526
增持
AMD
ADVANCED MICRO DEVICES INC
+$224.7K
4,839
+2%
减持
VNQ
VANGUARD INDEX FDS
+$222.8K
18,285
-1%
建仓
DTEC
ALPS ETF TR
+$222.3K
5,366
建仓
VZ
VERIZON COMMUNICATIONS INC
+$221.7K
5,880
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$221.6K
9,001
+1%
增持
JNJ
JOHNSON & JOHNSON
+$221.3K
131,481
+0%
建仓
JMST
J P MORGAN EXCHANGE TRADED FD
+$220.9K
4,353
建仓
BSX
BOSTON SCIENTIFIC CORP
+$220.3K
3,810
建仓
CVS
CVS HEALTH CORP
+$219.4K
2,778
增持
SMOT
VANECK ETF TRUST
+$216.4K
28,329
+19%
建仓
ANSS
ANSYS INC
+$216.3K
596
增持
XLE
SELECT SECTOR SPDR TR
+$215.9K
9,489
+48%
建仓
EMN
EASTMAN CHEM CO
+$215.6K
2,400
清仓
—
GLOBAL X FDS
-$214.5K
0
-100%
增持
JAVA
J P MORGAN EXCHANGE TRADED FD
+$213.6K
18,430
+16%
建仓
AMAT
APPLIED MATLS INC
+$210.1K
1,297
增持
EBC
EASTERN BANKSHARES INC
+$210.1K
121,396
+1%
建仓
ARES
ARES MANAGEMENT CORPORATION
+$208.7K
1,755
建仓
ALL
ALLSTATE CORP
+$207.3K
1,481
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$207.1K
509
清仓
WFC
WELLS FARGO CO NEW
-$206.0K
0
-100%
清仓
GRID
FIRST TR EXCHANGE-TRADED FD
-$201.8K
0
-100%
建仓
YUM
YUM BRANDS INC
+$200.9K
1,537
减持
UCON
FIRST TR EXCHANGE TRADED FD VI
-$200.6K
262,345
-6%
建仓
—
GLOBANT S A
+$200.6K
843
建仓
HEI
HEICO CORP NEW
+$200.3K
1,120
减持
AGG
ISHARES TR
-$194.2K
4,859
-32%
减持
NULG
NUSHARES ETF TR
-$190.8K
3,100
-54%
增持
XLI
SELECT SECTOR SPDR TR
+$186.0K
11,576
+4%
减持
AMT
AMERICAN TOWER CORP
+$182.3K
14,685
-19%
减持
SPGI
S&P GLOBAL INC
+$182.1K
2,507
-1%
增持
CVX
CHEVRON CORP
-$181.6K
10,136
+1%
减持
VTV
VANGUARD INDEX FDS
+$175.1K
38,813
-5%
增持
MGC
VANGUARD WORLD FD
+$172.5K
4,158
+19%
增持
—
BLACKROCK INC
+$172.1K
1,029
+0%
增持
LMT
LOCKHEED MARTIN CORP
+$164.5K
1,361
+23%
增持
DIA
SPDR DOW JONES INDUSTRIAL AVERAGE
+$162.0K
1,982
+13%
增持
MRK
MERCK & CO. INC
+$158.7K
22,640
+1%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$154.3K
1,715
+1%
减持
—
NXP SEMICONDUCTORS N V
+$153.0K
5,187
-0%
减持
EDV
VANGUARD WORLD FD
-$148.6K
3,075
-46%
减持
PEP
PEPSICO INC
-$148.2K
93,281
-1%
建仓
ET
ENERGY TRANSFER L P
+$140.6K
10,186
