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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 19
增持 53
减持 56
清仓 22
方向
标的
Δ市值
现股数(环比)
增持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$28.6M
324,599
+702%
减持
JGRO
JPMORGAN ACTIVE GROWTH ETF
-$27.1M
253,816
-55%
建仓
FTGC
FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
+$9.6M
376,273
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
JPEF
JPMORGAN EQUITY FOCUS ETF
-$9.3M
345,965
-26%
清仓
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
-$9.0M
0
-100%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$8.4M
238,246
-0%
建仓
APLU
ALLSPRING CORE PLUS ETF
+$8.4M
336,671
减持
AAPL
APPLE INC COM
-$8.2M
282,038
-0%
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
-$8.2M
356,137
-28%
清仓
SDVY
FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF
-$7.3M
0
-100%
减持
FFLC
FIDELITY FUNDAMENTAL LARGE CAP CORE ETF
-$7.2M
352,496
-28%
清仓
UTES
VIRTUS REAVES UTILITIES ETF
-$6.7M
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$6.3M
133,647
-0%
建仓
IQLT
ISHARES MSCI INTL QUALITY FACTOR ETF
+$6.3M
158,788
增持
SAMT
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
+$6.0M
596,210
+53%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$5.6M
59,719
+3%
减持
ABT
ABBOTT LABS COM
-$5.6M
20,567
-72%
建仓
WCN
WASTE CONNECTIONS INC COM
+$5.5M
28,339
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$5.4M
298,045
-11%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$5.0M
487,554
-1%
增持
AMZN
AMAZON COM INC COM
-$4.6M
163,112
+1%
增持
BP
BP PLC SPONSORED ADR
+$4.0M
282,128
+50%
增持
PGR
PROGRESSIVE CORP COM
+$3.8M
16,250
+420%
增持
DKS
DICKS SPORTING GOODS INC COM
+$3.5M
81,468
+44%
清仓
TEKX
SPDR GALAXY TRANSFORMATIVE TECH ACCELERATORS ETF
-$3.0M
0
-100%
增持
NVDA
NVIDIA CORPORATION COM
-$3.0M
220,513
+10%
减持
XLE
ENERGY SELECT SECTOR SPDR FUND
-$2.9M
5,356
-86%
减持
AVGO
BROADCOM INC COM
-$2.8M
27,996
-13%
减持
VUG
VANGUARD GROWTH ETF
-$2.7M
61,271
-1%
增持
CEF
SPROTT PHYSICAL GOLD & SILVER TR UNIT
+$2.7M
535,793
+2%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$2.7M
57,266
+105%
减持
JNJ
JOHNSON & JOHNSON COM
+$2.7M
126,209
-0%
减持
MEM
MATTHEWS EMERGING MARKETS EQUITY ACTIVE ETF
-$2.4M
277,800
-24%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
-$2.3M
242,047
+1%
增持
IVV
ISHARES CORE S&P 500 ETF
-$2.3M
93,353
+0%
减持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$2.2M
17,094
-36%
减持
V
VISA INC COM CL A
+$2.0M
68,837
-1%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
-$2.0M
581,219
+1%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$1.7M
269,130
-2%
增持
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
+$1.7M
27,462
+732%
减持
VOO
VANGUARD S&P 500 ETF
-$1.6M
38,176
-3%
减持
IOO
ISHARES GLOBAL 100 ETF
-$1.4M
144,213
-5%
减持
MCD
MCDONALDS CORP COM
+$1.4M
76,488
-1%
减持
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
-$1.4M
567,970
-4%
增持
PEP
PEPSICO INC COM
+$1.3M
102,919
+11%
增持
CLOI
VANECK CLO ETF
+$1.3M
238,630
+11%
减持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
-$1.3M
47,518
-2%
增持
PM
PHILIP MORRIS INTL INC COM
+$1.1M
21,476
+10%
减持
GLDM
SPDR GOLD MINISHARES TRUST
+$1.0M
123,108
-3%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$1.0M
58,446
+0%
增持
CVX
CHEVRON CORP NEW COM
+$1.0M
38,358
+3%
增持
GOOG
ALPHABET INC CAP STK CL C
-$764.0K
28,286
+4%
减持
VO
VANGUARD MID-CAP ETF
-$737.1K
4,347
-38%
增持
PHYS
SPROTT PHYSICAL GOLD TR UNIT
+$717.1K
173,114
+1%
增持
LOW
LOWES COS INC COM
-$690.7K
91,512
+3%
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$646.5K
80,021
-1%
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$639.7K
31,850
-8%
增持
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
-$622.9K
121,233
+1%
增持
XSOE
WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND
+$597.7K
34,817
+122%
减持
COWZ
PACER US CASH COWS 100 ETF
-$595.5K
227,654
-2%
增持
FRDM
FREEDOM 100 EMERGING MARKETS ETF
+$589.0K
192,706
+2%
建仓
JPIE
JPMORGAN INCOME ETF
+$537.4K
11,665
减持
LLY
ELI LILLY & CO COM
-$530.4K
4,553
-18%
建仓
AMLP
ALERIAN MLP ETF
+$502.1K
9,668
清仓
EMXC
ISHARES MSCI EMERGING MARKETS EX CHINA ETF
-$486.4K
0
-100%
减持
RDVY
FIRST TRUST RISING DIVIDEND ACHIEVERS ETF
-$473.7K
39,440
-16%
建仓
PFXF
VANECK PREFERRED SECURITIES EX FINANCIALS ETF
+$449.9K
26,843
建仓
AXON
AXON ENTERPRISE INC COM
+$432.3K
822
减持
DIS
DISNEY WALT CO COM
-$432.0K
19,810
-8%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$428.2K
3,766
-12%
减持
VT
VANGUARD TOTAL WORLD STOCK ETF
-$427.7K
91,626
-3%
增持
NEE
NEXTERA ENERGY INC COM
+$420.2K
33,089
+23%
增持
ABBV
ABBVIE INC COM
+$418.3K
11,074
+3%
减持
MUB
ISHARES NATIONAL MUNI BOND ETF
-$417.1K
18,796
-17%
清仓
EPI
WISDOMTREE INDIA EARNINGS FUND
-$406.1K
0
-100%
减持
MRK
MERCK & CO INC COM
-$404.9K
20,892
-9%
建仓
RISR
FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF
+$391.9K
10,787
增持
—
EXXON MOBIL CORP COM
+$387.8K
23,179
+5%
减持
VB
VANGUARD SMALL-CAP ETF
-$367.9K
2,997
-30%
减持
NVO
NOVO-NORDISK A S ADR
-$367.6K
15,289
-8%
清仓
SPDW
SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
-$354.3K
0
-100%
减持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$347.0K
72,120
-7%
减持
HD
HOME DEPOT INC COM
-$342.5K
11,284
-2%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$326.7K
14,812
-31%
增持
META
META PLATFORMS INC CL A
-$318.7K
36,785
+0%
建仓
RIOT
RIOT PLATFORMS INC COM
+$313.7K
44,056
增持
GLD
SPDR GOLD SHARES
+$309.9K
3,294
+25%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$305.1K
7,029
-1%
减持
DELL
DELL TECHNOLOGIES INC CL C
-$293.2K
9,583
-5%
增持
KKR
KKR & CO INC COM
-$292.0K
9,314
+1%
增持
TSLA
TESLA INC COM
-$290.4K
4,047
+22%
增持
PSLV
SPROTT PHYSICAL SILVER TR TR UNIT
+$288.1K
88,924
+15%
减持
ITM
VANECK INTERMEDIATE MUNI ETF
-$283.4K
27,759
-17%
减持
BAC
BANK AMERICA CORP COM
-$283.2K
82,636
-3%
增持
COST
COSTCO WHSL CORP NEW COM
+$282.8K
5,172
+3%
增持
IBM
INTERNATIONAL BUSINESS MACHS COM
+$273.1K
9,253
+0%
增持
ORCL
ORACLE CORP COM
-$273.1K
11,684
+2%
清仓
ZTS
ZOETIS INC CL A
-$273.1K
0
-100%
增持
KO
COCA COLA CO COM
+$265.8K
23,751
+3%
清仓
RNG
RINGCENTRAL INC CL A
-$261.9K
0
-100%
减持
FENY
FIDELITY MSCI ENERGY INDEX ETF
-$257.4K
18,732
-39%
清仓
CCJ
CAMECO CORP COM
-$246.6K
0
-100%
清仓
JCPB
JPMORGAN CORE PLUS BOND ETF
-$242.1K
0
-100%
清仓
TTD
THE TRADE DESK INC COM CL A
-$241.9K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$240.4K
5,169
-19%
建仓
ITA
ISHARES U.S. AEROSPACE & DEFENSE ETF
+$238.8K
1,560
建仓
VRTX
VERTEX PHARMACEUTICALS INC COM
+$238.0K
491
建仓
GILD
GILEAD SCIENCES INC COM
+$233.6K
2,085
清仓
FLOT
ISHARES FLOATING RATE BOND ETF
-$232.7K
0
-100%
增持
AXP
AMERICAN EXPRESS CO COM
-$231.1K
8,632
+0%
建仓
DUK
DUKE ENERGY CORP NEW COM NEW
+$229.9K
1,885
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
-$228.8K
68,968
-0%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$227.3K
3,512
+38%
建仓
ISCF
ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF
+$224.9K
6,676
清仓
TGT
TARGET CORP COM
-$219.8K
0
-100%
清仓
CBT
CABOT CORP COM
-$217.2K
0
-100%
建仓
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$216.0K
163
增持
TOST
TOAST INC CL A
-$212.7K
65,016
+0%
清仓
SPSM
SPDR PORTFOLIO S&P 600 SMALL CAP ETF
-$212.2K
0
-100%
建仓
MLPA
GLOBAL X MLP ETF
+$212.2K
3,987
清仓
JMST
JPMORGAN ULTRA-SHORT MUNICIPAL INCOME ETF
-$212.0K
0
-100%
清仓
VBR
VANGUARD SMALL CAP VALUE ETF
-$211.7K
0
-100%
清仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
-$208.1K
0
-100%
建仓
IAU
ISHARES GOLD TRUST
+$208.0K
3,527
增持
KMB
KIMBERLY-CLARK CORP COM
+$205.3K
7,041
+16%
清仓
IYJ
ISHARES U.S. INDUSTRIALS ETF
-$204.8K
0
-100%
清仓
PLNT
PLANET FITNESS INC CL A
-$201.7K
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$201.4K
1,338
+18%
增持
MA
MASTERCARD INCORPORATED CL A
+$200.8K
3,233
+8%
清仓
GRID
FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX
-$200.3K
0
-100%
建仓
IEFA
ISHARES CORE MSCI EAFE ETF
+$200.1K
2,645
增持
—
CHECK POINT SOFTWARE TECH LTD ORD
+$199.1K
2,049
+43%
增持
SYK
STRYKER CORPORATION COM
+$193.2K
3,263
+15%
减持
DVY
ISHARES SELECT DIVIDEND ETF
+$186.0K
62,772
-0%
增持
FAST
FASTENAL CO COM
+$184.4K
10,227
+21%
减持
SCHM
SCHWAB U.S. MID-CAP ETF
-$183.2K
62,850
-5%
减持
DECK
DECKERS OUTDOOR CORP COM
-$181.8K
1,796
-5%
增持
ETH
GRAYSCALE ETHEREUM MINI TRUST ETF
-$180.6K
12,899
+1%
减持
AMGN
AMGEN INC COM
+$180.5K
4,278
-3%
减持
—
LINDE PLC SHS
-$176.8K
529
-48%
减持
EBC
EASTERN BANKSHARES INC COM
-$175.9K
94,258
-6%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$171.9K
38,843
-7%
增持
FISV
FISERV INC COM
+$171.6K
2,833
+28%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$169.6K
192,458
+1%
增持
VTV
VANGUARD VALUE ETF
+$160.3K
35,366
+1%
增持
VRIG
INVESCO VARIABLE RATE INVESTMENT GRADE ETF
+$159.1K
431,714
+2%
减持
HON
HONEYWELL INTL INC COM
-$156.5K
8,537
-2%
增持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
+$155.7K
19,687
+15%
增持
ADP
AUTOMATIC DATA PROCESSING INC COM
+$153.6K
3,606
+11%
减持
BCSF
BAIN CAP SPECIALTY FIN INC COM STK
-$151.9K
62,107
-8%
