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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 14
增持 50
减持 57
清仓 29
方向
标的
Δ市值
现股数(环比)
减持
PAVE
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
-$12.1M
16,733
-95%
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$8.9M
607,091
+21%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$6.1M
0
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。
-100%
增持
JPEF
JPMORGAN EQUITY FOCUS ETF
+$6.1M
355,632
+29%
减持
AAPL
APPLE INC COM
+$5.2M
285,404
-2%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$4.5M
237,431
-1%
减持
LOW
LOWES COS INC COM
+$3.7M
90,724
-4%
清仓
UPS
UNITED PARCEL SERVICE INC CL B
-$3.5M
0
-100%
减持
MCD
MCDONALDS CORP COM
+$3.5M
78,019
-2%
减持
MSFT
MICROSOFT CORP COM
-$3.4M
132,406
-2%
增持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$3.3M
305,709
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$2.7M
57,171
-1%
减持
IVV
ISHARES CORE S&P 500 ETF
+$2.7M
94,346
-0%
减持
BP
BP PLC SPONSORED ADR
-$2.6M
386,296
-5%
增持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$2.0M
506,129
+1%
减持
AMZN
AMAZON COM INC COM
-$1.9M
163,931
-2%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$1.7M
22,136
+579%
减持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$1.7M
191,436
-2%
减持
JNJ
JOHNSON & JOHNSON COM
+$1.7M
125,953
-2%
减持
NVDA
NVIDIA CORPORATION COM
-$1.6M
188,248
-4%
增持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$1.6M
497,707
+0%
清仓
EEM
ISHARES MSCI EMERGING MARKETS ETF
-$1.5M
0
-100%
清仓
FENY
FIDELITY MSCI ENERGY INDEX ETF
-$1.4M
0
-100%
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.4M
537,718
-2%
增持
MEM
MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF
+$1.3M
519,721
+0%
增持
FFLC
FIDELITY FUNDAMENTAL LARGE CAP CORE ETF
+$1.3M
509,594
+1%
增持
UTES
VIRTUS REAVES UTILITIES ETF
+$1.3M
103,597
+1%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$1.3M
3,709
-66%
增持
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
+$1.2M
612,975
+0%
减持
EPD
ENTERPRISE PRODS PARTNERS L P COM
-$1.1M
14,262
-73%
增持
VT
VANGUARD TOTAL WORLD STOCK ETF
+$1.1M
142,645
+0%
减持
META
META PLATFORMS INC CL A
+$1.1M
36,119
-7%
减持
GBTC
GRAYSCALE BITCOIN TRUST
-$1.1M
362,172
-0%
减持
VOO
VANGUARD S&P 500 ETF
+$997.5K
40,122
-1%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$973.8K
184,929
+0%
建仓
FLQM
FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF
+$963.1K
17,291
减持
SONY
SONY GROUP CORP SPONSORED ADR
+$958.6K
130,185
-5%
增持
COWZ
PACER US CASH COWS 100 ETF
+$945.5K
222,201
+2%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$883.7K
59,187
+0%
清仓
BXSL
BLACKSTONE SECD LENDING FD COMMON STOCK
-$872.4K
0
-100%
减持
OUSA
ALPS O'SHARES U.S. QUALITY DIVIDEND ETF
-$836.0K
29,337
-40%
减持
BX
BLACKSTONE INC COM
-$727.5K
3,741
-64%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$717.3K
109,279
+1%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$710.6K
38,128
+23%
减持
ABT
ABBOTT LABS COM
+$710.0K
73,608
-0%
增持
SAMT
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
+$682.5K
401,849
+0%
减持
DVY
ISHARES SELECT DIVIDEND ETF
+$670.3K
62,652
-3%
减持
HD
HOME DEPOT INC COM
+$654.5K
11,330
-1%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$613.1K
80,534
-1%
减持
—
LAM RESEARCH CORP COM
-$545.2K
2,076
-1%
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$517.4K
10,767
+14%
清仓
AMLP
ALERIAN MLP ETF
-$498.7K
0
-100%
减持
DKS
DICKS SPORTING GOODS INC COM
-$488.3K
55,507
-1%
减持
V
VISA INC COM CL A
+$484.0K
71,060
-2%
减持
MRK
MERCK & CO INC COM
-$483.9K
21,926
-9%
减持
IOO
ISHARES GLOBAL 100 ETF
+$462.1K
237,241
-1%
增持
AVGO
BROADCOM INC COM
+$450.6K
36,584
+902%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$432.1K
8,950
+0%
减持
VTV
VANGUARD VALUE ETF
+$426.1K
36,119
-1%
增持
SPY
SPDR S&P 500 ETF TRUST
+$402.5K
4,928
+11%
建仓
RDDT
REDDIT INC CL A
+$388.0K
5,886
清仓
ADI
ANALOG DEVICES INC COM
-$380.7K
0
-100%
增持
VO
VANGUARD MID-CAP ETF
+$367.1K
7,029
+14%
清仓
REGN
REGENERON PHARMACEUTICALS COM
-$364.7K
0
-100%
清仓
KBA
KRANESHARES BOSERA MSCI CHINA A 50 CONNECT INDEX ETF
-$357.0K
0
-100%
减持
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
-$352.9K
68,230
-21%
建仓
MO
ALTRIA GROUP INC COM
+$349.8K
6,854
建仓
SHEL
SHELL PLC SPON ADS
+$346.1K
5,248
增持
COST
COSTCO WHSL CORP NEW COM
+$337.5K
5,229
+3%
减持
VUG
VANGUARD GROWTH ETF
+$332.6K
62,920
-1%
减持
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
-$331.8K
73,362
-20%
清仓
SCHW
SCHWAB CHARLES CORP COM
-$330.1K
0
-100%
增持
ORCL
ORACLE CORP COM
+$327.7K
11,101
+0%
减持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
+$321.5K
52,977
-4%
清仓
—
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF
-$305.4K
0
-100%
增持
ABBV
ABBVIE INC COM
+$300.0K
11,106
+1%
清仓
BKNG
BOOKING HOLDINGS INC COM
-$297.1K
0
-100%
增持
TSLA
TESLA INC COM
+$296.1K
2,888
+24%
清仓
EOG
EOG RES INC COM
-$293.4K
0
-100%
增持
FMAT
FIDELITY MSCI MATERIALS INDEX ETF
+$286.8K
27,216
+13%
减持
INTC
INTEL CORP COM
-$285.0K
24,309
-12%
增持
VCSH
VANGUARD SHORT-TERM CORPORATE BOND ETF
+$281.9K
20,631
+18%
增持
EBC
EASTERN BANKSHARES INC COM
+$276.4K
111,880
+0%
增持
DBND
DOUBLELINE OPPORTUNISTIC BOND ETF
+$273.4K
23,983
+26%
减持
QCOM
QUALCOMM INC COM
-$267.5K
8,518
-1%
减持
DIS
DISNEY WALT CO COM
-$267.1K
24,106
-7%
减持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$264.0K
169,828
-4%
清仓
PAYC
PAYCOM SOFTWARE INC COM
-$263.9K
0
-100%
增持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$259.7K
8,474
+7%
增持
FIDU
FIDELITY MSCI INDUSTRIAL INDEX ETF
+$256.6K
20,272
+10%
建仓
FQAL
FIDELITY COVINGTON TRUST QLTY FACTOR
+$255.4K
3,935
减持
INTU
INTUIT COM
-$255.1K
765
-31%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$254.2K
23,062
+1%
减持
AXP
AMERICAN EXPRESS CO COM
+$246.6K
8,369
-4%
减持
UNH
UNITEDHEALTH GROUP INC COM
+$246.0K
4,226
-3%
清仓
JKHY
HENRY JACK & ASSOC INC COM
-$245.4K
0
-100%
清仓
WSO
WATSCO INC COM
-$243.7K
0
-100%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$242.6K
70,255
-0%
建仓
HACK
AMPLIFY CYBERSECURITY ETF
+$241.8K
3,541
增持
TDVG
T. ROWE PRICE DIVIDEND GROWTH ETF
+$236.5K
42,785
+9%
增持
GOOG
ALPHABET INC CAP STK CL C
-$233.8K
27,567
+4%
减持
RTX
RTX CORPORATION COM
+$233.2K
11,417
-0%
减持
EW
EDWARDS LIFESCIENCES CORP COM
-$232.9K
8,508
-1%
增持
DE
DEERE & CO COM
+$232.7K
5,119
+0%
减持
PEP
PEPSICO INC COM
+$231.4K
92,313
-2%
增持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$230.9K
27,858
+4%
减持
CEF
SPROTT PHYSICAL GOLD & SILVER TR UNIT
+$230.6K
515,173
-8%
清仓
CNI
CANADIAN NATL RY CO COM
-$229.2K
0
-100%
清仓
MCK
MCKESSON CORP COM
-$227.8K
0
-100%
减持
TMO
THERMO FISHER SCIENTIFIC INC COM
-$227.3K
1,619
-27%
建仓
SPHQ
INVESCO S&P 500 QUALITY ETF
+$225.5K
3,352
清仓
TYL
TYLER TECHNOLOGIES INC COM
-$224.7K
0
-100%
建仓
HTGC
HERCULES CAPITAL INC COM
+$224.3K
11,419
增持
KO
COCA COLA CO COM
+$220.8K
26,801
+0%
清仓
—
ASML HOLDING N V N Y REGISTRY SHS
-$218.9K
0
-100%
增持
—
BLACKROCK INC COM
+$216.5K
1,064
+6%
建仓
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
+$215.8K
1,696
清仓
COMB
GRANITESHARES BLOOMBERG COMMODITY BROAD STRATEGY NO K-1 ETF
-$215.8K
0
-100%
增持
FRDM
FREEDOM 100 EMERGING MARKETS ETF
+$215.7K
180,660
+2%
清仓
CHD
CHURCH & DWIGHT CO INC COM
-$215.0K
0
-100%
建仓
TRMB
TRIMBLE INC COM
+$211.7K
3,409
清仓
FVAL
FIDELITY VALUE FACTOR ETF
-$209.0K
0
-100%
建仓
—
LINDE PLC SHS
+$208.9K
438
清仓
TTD
THE TRADE DESK INC COM CL A
-$208.5K
0
-100%
减持
HON
HONEYWELL INTL INC COM
-$208.1K
8,677
-7%
建仓
VBR
VANGUARD SMALL CAP VALUE ETF
+$207.4K
1,033
清仓
NOW
SERVICENOW INC COM
-$206.1K
0
-100%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$205.6K
25,639
+3%
建仓
IYJ
ISHARES U.S. INDUSTRIALS ETF
+$205.1K
1,534
清仓
HEI
HEICO CORP NEW COM
-$204.4K
0
-100%
清仓
—
SUPER MICRO COMPUTER INC COM
-$203.2K
0
-100%
增持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
+$202.4K
47,332
+1%
清仓
SNPS
SYNOPSYS INC COM
-$200.5K
0
-100%
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$200.5K
1,739
增持
UCON
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
+$197.5K
283,759
+0%
减持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
+$197.0K
48,908
-1%
增持
DELL
DELL TECHNOLOGIES INC CL C
-$191.3K
10,103
+0%
增持
FNCL
FIDELITY MSCI FINANCIALS INDEX ETF
+$189.2K
22,050
+5%
减持
MA
MASTERCARD INCORPORATED CL A
-$187.3K
2,886
-21%
增持
CLOI
VANECK CLO ETF
+$183.7K
142,279
+2%
增持
JPM
JPMORGAN CHASE & CO. COM
+$178.9K
20,442
+0%
减持
NEE
NEXTERA ENERGY INC COM
+$176.9K
27,455
-9%
减持
TOST
TOAST INC CL A
+$176.0K
100,000
-3%
减持
LMT
LOCKHEED MARTIN CORP COM
+$175.2K
1,764
-4%
减持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
+$174.5K
47,588
-1%
增持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
+$173.1K
7,116
+12%
增持
CVX
CHEVRON CORP NEW COM
-$173.1K
39,147
+3%
减持
VNQ
VANGUARD REAL ESTATE ETF
+$172.0K
16,485
-4%
清仓
ET
ENERGY TRANSFER L P COM UT LTD PTN
-$170.1K
0
-100%
增持
VONG
VANGUARD RUSSELL 1000 GROWTH ETF
+$168.9K
8,488
+22%
