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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 35
增持 54
减持 49
清仓 12
方向
标的
Δ市值
现股数(环比)
清仓
SONY
SONY GROUP CORP SPONSORED ADR
-$12.6M
0
-100%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$12.4M
491,254
-1%
建仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
+$9.0M
105,866
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
IOO
ISHARES GLOBAL 100 ETF
-$8.2M
152,118
-36%
增持
JPEF
JPMORGAN EQUITY FOCUS ETF
+$8.0M
466,974
+31%
建仓
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
+$7.3M
204,703
减持
MEM
MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF
-$6.6M
363,608
-30%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$6.6M
335,935
-7%
减持
BP
BP PLC SPONSORED ADR
-$6.5M
188,707
-51%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$6.0M
94,074
-34%
增持
GOOGL
ALPHABET INC CAP STK CL A
+$5.9M
239,245
+1%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$5.8M
239,852
+25%
减持
AMZN
AMAZON COM INC COM
+$5.1M
162,288
-1%
建仓
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$5.0M
120,533
减持
AAPL
APPLE INC COM
+$4.3M
282,833
-1%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$4.2M
273,979
-10%
增持
NVDA
NVIDIA CORPORATION COM
+$4.0M
200,107
+6%
增持
CLOI
VANECK CLO ETF
+$3.8M
214,635
+51%
建仓
TEKX
SPDR GALAXY TRANSFORMATIVE TECH ACCELERATORS ETF
+$3.0M
108,420
增持
XLE
ENERGY SELECT SECTOR SPDR FUND
+$2.8M
39,151
+547%
减持
V
VISA INC COM CL A
+$2.5M
69,873
-2%
减持
LOW
LOWES COS INC COM
-$2.5M
89,279
-2%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$2.4M
575,803
+7%
建仓
PM
PHILIP MORRIS INTL INC COM
+$2.4M
19,539
增持
JNJ
JOHNSON & JOHNSON COM
-$2.2M
126,242
+0%
增持
VRIG
INVESCO VARIABLE RATE INVESTMENT GRADE ETF
+$2.0M
424,777
+23%
建仓
JSCP
JPMORGAN SHORT DURATION CORE PLUS ETF
+$2.0M
41,941
建仓
—
PROSHARES ULTRASHORT S&P500
+$1.8M
92,666
建仓
TBUX
T. ROWE PRICE ULTRA SHORT-TERM BOND ETF
+$1.8M
36,413
清仓
—
LAM RESEARCH CORP COM
-$1.7M
0
-100%
增持
PEP
PEPSICO INC COM
-$1.6M
92,937
+1%
建仓
LRCX
LAM RESEARCH CORP COM NEW
+$1.5M
20,783
清仓
FMAT
FIDELITY MSCI MATERIALS INDEX ETF
-$1.5M
0
-100%
减持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
+$1.5M
48,570
-1%
减持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
-$1.4M
3,300
-85%
增持
DKS
DICKS SPORTING GOODS INC COM
+$1.4M
56,637
+2%
减持
MCD
MCDONALDS CORP COM
-$1.3M
77,506
-1%
减持
VUG
VANGUARD GROWTH ETF
+$1.3M
61,985
-1%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$1.3M
34,458
+49%
减持
AVGO
BROADCOM INC COM
+$1.1M
32,106
-12%
建仓
BLK
BLACKROCK INC COM
+$1.1M
1,066
清仓
—
BLACKROCK INC COM
-$1.0M
0
-100%
增持
GLDM
SPDR GOLD MINISHARES TRUST
+$896.2K
126,812
+16%
减持
JGRO
JPMORGAN ACTIVE GROWTH ETF
-$847.4K
565,541
-7%
增持
META
META PLATFORMS INC CL A
+$844.1K
36,754
+2%
减持
LLY
ELI LILLY & CO COM
-$822.8K
5,558
-4%
减持
FFLC
FIDELITY FUNDAMENTAL LARGE CAP CORE ETF
-$746.0K
490,785
-4%
建仓
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$736.0K
30,872
减持
AEP
AMERICAN ELEC PWR CO INC COM
-$697.2K
58,283
-2%
增持
JPM
JPMORGAN CHASE & CO. COM
+$692.9K
20,872
+2%
减持
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
-$648.7K
593,108
-3%
减持
GD
GENERAL DYNAMICS CORP COM
-$621.0K
12,398
-4%
增持
TSLA
TESLA INC COM
+$583.7K
3,316
+15%
减持
GOOG
ALPHABET INC CAP STK CL C
+$574.1K
27,216
-1%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$518.1K
27,895
+26%
增持
WMT
WALMART INC COM
+$499.0K
16,832
+33%
减持
KO
COCA COLA CO COM
-$490.7K
23,052
-14%
减持
RDDT
REDDIT INC CL A
+$482.5K
5,326
-10%
增持
NVO
NOVO-NORDISK A S ADR
-$481.1K
16,616
+4%
增持
MSFT
MICROSOFT CORP COM
-$462.0K
134,074
+1%
减持
TOST
TOAST INC CL A
-$461.8K
65,000
-35%
建仓
FISV
FISERV INC COM
+$454.0K
2,210
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
+$433.4K
26,544
+4%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
-$426.8K
80,577
+0%
建仓
ITW
ILLINOIS TOOL WKS INC COM
+$425.2K
1,677
减持
SLV
ISHARES SILVER TRUST
-$424.2K
34,977
-26%
建仓
CLIP
GLOBAL X 1-3 MONTH T-BILL ETF
+$411.4K
4,110
建仓
ETH
GRAYSCALE ETHEREUM MINI TRUST ETF
+$402.7K
12,789
建仓
—
ASML HOLDING N V N Y REGISTRY SHS
+$401.3K
579
减持
NEE
NEXTERA ENERGY INC COM
-$395.3K
26,859
-2%
减持
UNH
UNITEDHEALTH GROUP INC COM
-$383.8K
4,126
-2%
建仓
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$382.7K
828
建仓
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$378.5K
2,540
减持
BAC
BANK AMERICA CORP COM
+$358.8K
84,905
-0%
减持
VTV
VANGUARD VALUE ETF
-$356.4K
35,138
-3%
减持
CVX
CHEVRON CORP NEW COM
-$348.3K
37,399
-4%
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
-$345.9K
493,904
-2%
建仓
ANET
ARISTA NETWORKS INC COM SHS
+$342.6K
3,100
建仓
EXPD
EXPEDITORS INTL WASH INC COM
+$341.9K
3,087
建仓
APH
AMPHENOL CORP NEW CL A
+$338.1K
4,868
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$337.4K
3,239
+47%
增持
FTRB
FEDERATED HERMES TOTAL RETURN BOND ETF
+$330.4K
78,750
+26%
建仓
SHW
SHERWIN WILLIAMS CO COM
+$325.7K
958
增持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$320.3K
11,625
+8%
建仓
CHD
CHURCH & DWIGHT CO INC COM
+$311.7K
2,977
清仓
—
ARISTA NETWORKS INC COM
-$311.3K
0
-100%
减持
IVV
ISHARES CORE S&P 500 ETF
+$304.5K
92,962
-1%
建仓
SMH
VANECK SEMICONDUCTOR ETF
+$303.4K
1,253
建仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
+$300.9K
10,740
建仓
GEV
GE VERNOVA INC COM
+$300.0K
912
增持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
+$298.7K
62,696
+32%
增持
FRDM
FREEDOM 100 EMERGING MARKETS ETF
-$298.2K
188,671
+4%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$292.6K
6,387
-2%
减持
ABBV
ABBVIE INC COM
-$291.3K
10,703
-4%
增持
FNCL
FIDELITY MSCI FINANCIALS INDEX ETF
+$291.1K
24,739
+12%
增持
FAST
FASTENAL CO COM
+$289.4K
8,465
+89%
增持
—
ACCENTURE PLC IRELAND SHS CLASS A
+$289.3K
1,788
+86%
增持
SYK
STRYKER CORPORATION COM
+$289.2K
2,837
+40%
清仓
EDV
VANGUARD EXTENDED DURATION TREASURY ETF
-$287.1K
0
-100%
减持
AMT
AMERICAN TOWER CORP NEW COM
-$286.9K
3,139
-15%
增持
AXP
AMERICAN EXPRESS CO COM
+$283.9K
8,604
+3%
减持
IWY
ISHARES RUSSELL TOP 200 GROWTH ETF
-$280.7K
1,076
-56%
增持
XLC
COMMUNICATION SERVICES SELECT SECTOR SPDR FUND
+$273.9K
28,843
+4%
清仓
URNM
SPROTT URANIUM MINERS ETF
-$271.4K
0
-100%
清仓
IEFA
ISHARES CORE MSCI EAFE ETF
-$270.4K
0
-100%
增持
FDX
FEDEX CORP COM
+$269.2K
1,813
+106%
增持
FSTA
FIDELITY MSCI CONSUMER STAPLES INDEX ETF
+$268.6K
38,894
+20%
增持
UCON
FIRST TRUST TCW UNCONSTRAINED PLUS BOND ETF
+$268.3K
300,169
+6%
建仓
—
CHECK POINT SOFTWARE TECH LTD ORD
+$267.9K
1,435
减持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
-$262.8K
23,186
-11%
建仓
RNG
RINGCENTRAL INC CL A
+$261.9K
7,481
清仓
AMAT
APPLIED MATLS INC COM
-$259.5K
0
-100%
建仓
BKNG
BOOKING HOLDINGS INC COM
+$253.4K
51
清仓
XYL
XYLEM INC COM
-$247.5K
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$244.1K
1,130
+83%
增持
CRM
SALESFORCE INC COM
+$243.9K
2,384
+18%
建仓
TTD
THE TRADE DESK INC COM CL A
+$241.9K
2,058
减持
SOXX
ISHARES SEMICONDUCTOR ETF
-$228.5K
2,733
-23%
建仓
MCK
MCKESSON CORP COM
+$227.4K
399
减持
XLV
HEALTH CARE SELECT SECTOR SPDR FUND
-$223.8K
6,340
-11%
增持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
+$221.4K
60,831
+15%
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$220.7K
40,480
+6%
增持
AMGN
AMGEN INC COM
-$219.3K
4,421
+4%
增持
DVY
ISHARES SELECT DIVIDEND ETF
-$218.6K
62,790
+0%
减持
SAMT
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
+$216.3K
390,202
-3%
清仓
VRTX
VERTEX PHARMACEUTICALS INC COM
-$214.4K
0
-100%
增持
—
LINDE PLC SHS
+$214.2K
1,011
+131%
增持
FIDU
FIDELITY MSCI INDUSTRIAL INDEX ETF
+$213.0K
23,838
+18%
增持
COWZ
PACER US CASH COWS 100 ETF
+$212.0K
231,266
+4%
减持
XLP
CONSUMER STAPLES SELECT SECTOR SPDR FUND
-$211.7K
25,071
-5%
增持
MRK
MERCK & CO INC COM
-$209.7K
22,921
+5%
建仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$208.1K
2,368
建仓
WFC
WELLS FARGO CO NEW COM
+$207.8K
2,958
增持
—
EXXON MOBIL CORP COM
-$204.6K
22,022
+0%
建仓
PLNT
PLANET FITNESS INC CL A
+$201.7K
2,040
建仓
SCHW
SCHWAB CHARLES CORP COM
+$200.6K
2,710
清仓
DUK
DUKE ENERGY CORP NEW COM NEW
-$200.5K
0
-100%
减持
XLY
CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND
+$195.4K
8,439
-0%
增持
GS
GOLDMAN SACHS GROUP INC COM
+$185.8K
973
+30%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$175.4K
7,080
-0%
减持
TXN
TEXAS INSTRS INC COM
-$172.7K
5,911
-5%
增持
HON
HONEYWELL INTL INC COM
+$170.6K
8,696
+0%
增持
LMT
LOCKHEED MARTIN CORP COM
-$168.3K
1,775
+1%
增持
—
NXP SEMICONDUCTORS N V COM
-$166.5K
5,193
+0%
增持
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
+$164.4K
8,771
+66%
增持
DHR
DANAHER CORPORATION COM
+$163.0K
2,958
+59%
减持
IWX
ISHARES RUSSELL TOP 200 VALUE ETF
-$162.3K
3,542
-35%
减持
KKR
KKR & CO INC COM
+$160.0K
9,254
-0%
减持
CI
THE CIGNA GROUP COM
-$158.0K
1,508
-9%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
-$155.1K
142,598
+180%
