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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 18
增持 44
减持 74
清仓 14
方向
标的
Δ市值
现股数(环比)
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$26.0M
496,550
清仓
BLPRCRI
BLACKSTONE PRIVATE CREDIT FUND SHS CL I
-$25.6M
0
-100%
建仓
GBTC
GRAYSCALE BITCOIN TRUST
+$19.4M
363,536
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
AAPL
APPLE INC COM
+$10.4M
290,968
-2%
减持
NEE
NEXTERA ENERGY INC COM
-$9.1M
30,277
-83%
增持
BP
BP PLC SPONSORED ADR
+$8.0M
406,895
+129%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$7.2M
240,695
-1%
增持
NVDA
NVIDIA CORPORATION COM
+$5.7M
196,844
+845%
减持
JPEF
JPMORGAN EQUITY FOCUS ETF
-$5.5M
276,661
-27%
建仓
UTES
VIRTUS REAVES UTILITIES ETF
+$5.3M
103,080
减持
IOO
ISHARES GLOBAL 100 ETF
-$5.1M
238,794
-24%
建仓
GLDM
SPDR GOLD MINISHARES TRUST
+$5.0M
108,036
增持
CVX
CHEVRON CORP NEW COM
+$4.4M
37,963
+299%
减持
LOW
LOWES COS INC COM
-$3.6M
94,481
-1%
减持
JGRO
JPMORGAN ACTIVE GROWTH ETF
-$3.3M
502,541
-14%
增持
UPS
UNITED PARCEL SERVICE INC CL B
+$3.3M
25,686
+1674%
减持
MSFT
MICROSOFT CORP COM
+$3.0M
135,011
-1%
增持
IVV
ISHARES CORE S&P 500 ETF
+$3.0M
94,601
+2%
减持
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
-$2.8M
611,691
-16%
减持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
-$2.7M
344,231
-11%
清仓
FRBP
FRANKLIN BSP CAPITAL CORPORATI COM
-$2.6M
0
-100%
减持
MCD
MCDONALDS CORP COM
-$2.2M
79,649
-0%
减持
JNJ
JOHNSON & JOHNSON COM
-$2.1M
128,213
-3%
减持
AMZN
AMAZON COM INC COM
+$1.9M
168,114
-1%
减持
GD
GENERAL DYNAMICS CORP COM
-$1.7M
13,543
-32%
建仓
FTRB
FEDERATED HERMES TOTAL RETURN BOND ETF
+$1.6M
65,467
减持
IJH
ISHARES CORE S&P MID-CAP ETF
-$1.5M
549,530
-1%
减持
VUG
VANGUARD GROWTH ETF
+$1.5M
63,700
-2%
减持
FFLC
FIDELITY FUNDAMENTAL LARGE CAP CORE ETF
-$1.4M
504,914
-10%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$1.4M
303,749
-1%
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
-$1.4M
502,938
-5%
增持
VRIG
INVESCO VARIABLE RATE INVESTMENT GRADE ETF
+$1.4M
351,851
+18%
增持
VOO
VANGUARD S&P 500 ETF
+$1.3M
40,337
+3%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$1.2M
31,076
+60%
减持
SONY
SONY GROUP CORP SPONSORED ADR
-$1.1M
136,708
-8%
减持
PEP
PEPSICO INC COM
-$1.1M
93,776
-1%
减持
DIS
DISNEY WALT CO COM
-$1.0M
26,044
-12%
减持
AVGO
BROADCOM INC COM
+$1.0M
3,650
-0%
减持
CEF
SPROTT PHYSICAL GOLD & SILVER TR UNIT
+$909.3K
561,723
-0%
增持
GOOG
ALPHABET INC CAP STK CL C
+$881.2K
26,403
+1%
增持
MUB
ISHARES NATIONAL MUNI BOND ETF
+$850.6K
22,730
+56%
减持
DKS
DICKS SPORTING GOODS INC COM
-$828.6K
56,191
-2%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$721.0K
194,877
-1%
增持
CLOI
VANECK CLO ETF
+$606.0K
139,078
+9%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$586.5K
57,963
+1%
增持
UCON
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
+$582.7K
283,575
+10%
减持
COST
COSTCO WHSL CORP NEW COM
+$578.1K
5,056
-0%
增持
COWZ
PACER US CASH COWS 100 ETF
+$565.4K
218,468
+12%
减持
BMY
BRISTOL-MYERS SQUIBB CO COM
-$545.0K
12,249
-37%
增持
ABT
ABBOTT LABS COM
-$533.0K
73,930
+2%
增持
V
VISA INC COM CL A
-$524.5K
72,595
+3%
清仓
PAB
PGIM ACTIVE AGGREGATE BOND ETF
-$522.6K
0
-100%
减持
HD
HOME DEPOT INC COM
-$502.9K
11,435
-1%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$462.0K
10,948
-16%
减持
MEM
MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF
+$427.1K
517,726
-1%
增持
FRDM
FREEDOM 100 EMERGING MARKETS ETF
+$418.7K
176,906
+2%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$414.3K
59,139
+7%
减持
NKE
NIKE INC CL B
-$401.1K
8,215
-24%
减持
INTC
INTEL CORP COM
-$399.2K
27,618
-3%
减持
LLY
ELI LILLY & CO COM
+$397.9K
5,529
-7%
减持
VTV
VANGUARD VALUE ETF
-$391.6K
36,651
-5%
增持
SOXX
ISHARES SEMICONDUCTOR ETF
+$382.1K
3,472
+65%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$371.7K
81,502
-3%
减持
META
META PLATFORMS INC CL A
+$365.3K
38,867
-2%
减持
TJX
TJX COS INC NEW COM
+$363.0K
42,553
-0%
清仓
ETHE
GRAYSCALE ETHEREUM TR ETH SHS
-$359.3K
0
-100%
清仓
CNSWF
CONSTELLATION SOFTWARE INC COM
-$341.8K
0
-100%
增持
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$323.3K
84,875
+6%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$307.8K
142,000
-4%
增持
PSLV
SPROTT PHYSICAL SILVER TR TR UNIT
+$306.2K
67,113
+54%
清仓
FQAL
FQAL
-$300.3K
0
-100%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$300.1K
24,886
-2%
建仓
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$299.4K
3,262
清仓
VWO
VANGUARD FTSE EMERGING MARKETS ETF
-$292.3K
0
-100%
建仓
RSP
INVESCO S&P 500 EQUAL WEIGHT ETF
+$276.8K
1,685
增持
QQQ
INVESCO QQQ TRUST SERIES I
+$276.1K
4,336
+7%
增持
QCOM
QUALCOMM INC COM
+$274.5K
8,615
+1%
清仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
-$270.3K
0
-100%
清仓
FIVE
FIVE BELOW INC COM
-$260.1K
0
-100%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$256.2K
184,332
+3%
清仓
MINT
PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND PIMCO ENHANCED SH
-$254.8K
0
-100%
建仓
NFLX
NETFLIX INC COM
+$243.0K
360
清仓
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
-$240.0K
0
-100%
建仓
ISRG
INTUITIVE SURGICAL INC COM NEW
+$236.7K
532
增持
—
LAM RESEARCH CORP COM
+$234.1K
2,103
+2%
增持
SUB
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
+$231.8K
7,008
+47%
建仓
TYL
TYLER TECHNOLOGIES INC COM
+$224.7K
447
增持
BAC
BANK AMERICA CORP COM
+$224.3K
85,495
+2%
清仓
TRMB
TRIMBLE INC COM
-$219.0K
0
-100%
建仓
COKE
COCA COLA CONS INC COM
+$217.0K
200
建仓
ARCC
ARES CAPITAL CORP COM
+$216.5K
10,387
清仓
CVS
CVS HEALTH CORP COM
-$213.9K
0
-100%
减持
MRK
MERCK & CO INC COM
-$212.3K
24,021
-1%
建仓
FVAL
FIDELITY VALUE FACTOR ETF
+$209.0K
3,630
建仓
TTD
THE TRADE DESK INC COM CL A
+$208.5K
2,135
减持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
-$208.2K
54,104
-4%
建仓
NOW
SERVICENOW INC COM
+$206.1K
262
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS
+$206.0K
1,185
建仓
VOOG
VANGUARD S&P 500 GROWTH ETF
+$203.7K
611
建仓
OKE
ONEOK INC NEW COM
+$203.2K
2,492
增持
LMT
LOCKHEED MARTIN CORP COM
+$198.6K
1,832
+27%
减持
DVY
ISHARES SELECT DIVIDEND ETF
-$195.0K
64,408
-1%
减持
DE
DEERE & CO COM
-$192.0K
5,095
-0%
减持
KVUE
KENVUE INC COM
-$190.4K
10,146
-42%
减持
IEMG
ISHARES CORE MSCI EMERGING MARKETS ETF
-$188.9K
5,494
-41%
减持
BX
BLACKSTONE INC COM
-$185.8K
10,504
-7%
减持
NVO
NOVO-NORDISK A S ADR
+$185.1K
16,044
-2%
增持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$182.7K
177,028
+2%
减持
SLV
ISHARES SILVER TRUST
+$178.8K
47,827
-0%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$172.1K
7,053
-1%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$170.8K
8,942
-1%
减持
VCLT
VANGUARD LONG-TERM CORPORATE BOND ETF
-$165.3K
4,436
-31%
减持
ORCL
ORACLE CORP COM
+$162.7K
11,076
-1%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$161.8K
70,317
-0%
减持
DELL
DELL TECHNOLOGIES INC CL C
+$161.0K
10,071
-6%
减持
VNQ
VANGUARD REAL ESTATE ETF
-$147.3K
17,120
-6%
增持
JNK
SPDR BLOOMBERG HIGH YIELD BOND ETF
+$142.9K
4,030
+62%
减持
CNI
CANADIAN NATL RY CO COM
-$140.9K
1,940
-31%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
+$138.6K
21,048
-2%
增持
TXN
TEXAS INSTRS INC COM
+$137.5K
6,184
+1%
增持
VV
VANGUARD LARGE-CAP ETF
+$129.5K
10,691
+1%
增持
SPY
SPDR S&P 500 ETF TRUST
+$128.3K
4,456
+1%
增持
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
+$125.3K
4,652
+49%
增持
WMT
WALMART INC COM
+$123.0K
12,998
+3%
减持
KO
COCA COLA CO COM
-$122.3K
26,789
-10%
减持
PH
PARKER-HANNIFIN CORP COM
-$122.2K
1,481
-6%
增持
TRV
TRAVELERS COMPANIES INC COM
-$121.9K
4,736
+0%
减持
CMCSA
COMCAST CORP NEW CL A
-$119.6K
18,531
-5%
增持
BND
VANGUARD TOTAL BOND MARKET ETF
+$117.4K
24,857
+8%
增持
MA
MASTERCARD INCORPORATED CL A
-$116.4K
3,655
+2%
减持
AMGN
AMGEN INC COM
+$116.2K
4,705
-1%
减持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
-$115.5K
49,591
-1%
增持
IWD
ISHARES RUSSELL 1000 VALUE ETF
+$114.1K
5,745
+16%
减持
—
NXP SEMICONDUCTORS N V COM
+$108.7K
5,181
-0%
增持
ABBV
ABBVIE INC COM
-$107.7K
11,038
+0%
减持
SBUX
STARBUCKS CORP COM
-$103.2K
4,075
-11%
减持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
-$103.2K
48,278
-1%
减持
EFA
ISHARES MSCI EAFE ETF
-$102.9K
13,554
-7%
减持
UNP
UNION PAC CORP COM
-$98.8K
4,558
-1%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$96.0K
22,448
-1%
减持
PYPL
PAYPAL HLDGS INC COM
-$91.2K
6,191
-8%
增持
MGK
VANGUARD MEGA CAP GROWTH ETF
+$91.2K
1,818
+9%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$89.6K
22,906
-0%
清仓
—
GROWN ROGUE INTL INC COM
-$88.7K
0
-100%
增持
FAST
FASTENAL CO COM
-$86.0K
6,033
+0%
减持
SYK
STRYKER CORPORATION COM
-$85.4K
2,022
-6%
减持
XLI
INDUSTRIAL SELECT SECTOR SPDR FUND
-$84.1K
11,181
-3%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$83.7K
347
+19%
减持
TGT
TARGET CORP COM
-$81.7K
1,653
-10%
增持
HON
HONEYWELL INTL INC COM
+$81.2K
9,374
+0%
