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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 26
增持 43
减持 71
清仓 10
方向
标的
Δ市值
现股数(环比)
减持
GOOGL
ALPHABET INC CAP STK CL A
+$15.4M
234,181
-1%
减持
AAPL
APPLE INC COM
+$12.2M
271,623
-2%
减持
JPEF
JPMORGAN EQUITY FOCUS ETF
-$10.5M
519,939
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。
-26%
增持
APLU
ALLSPRING CORE PLUS ETF
+$8.9M
957,046
+58%
建仓
AIS
VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF
+$7.2M
204,257
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$7.0M
192,263
+65%
减持
NVDA
NVIDIA CORPORATION COM
+$5.5M
208,618
-1%
建仓
GPZ
VANECK ALTERNATIVE ASSET MANAGER ETF
+$5.3M
192,398
减持
JNJ
JOHNSON & JOHNSON COM
+$4.1M
125,208
-0%
减持
CEF
SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
+$3.9M
584,767
-0%
增持
JGRO
JPMORGAN ACTIVE GROWTH ETF
+$3.6M
355,080
+3%
增持
FRDM
FREEDOM 100 EMERGING MARKETS ETF
+$3.0M
267,947
+22%
建仓
—
GENPACT LIMITED SHS
+$2.9M
68,623
减持
LOW
LOWES COS INC COM
+$2.7M
91,656
-0%
减持
MSFT
MICROSOFT CORP COM
-$2.5M
122,258
-8%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$2.4M
235,319
+1%
减持
VUG
VANGUARD GROWTH ETF
+$1.9M
58,841
-2%
减持
DKS
DICKS SPORTING GOODS INC COM
+$1.9M
82,486
-1%
减持
GOOG
ALPHABET INC CAP STK CL C
+$1.8M
28,020
-1%
增持
AVGO
BROADCOM INC COM
+$1.7M
31,721
+0%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
+$1.7M
463,623
-2%
减持
FSTA
FIDELITY MSCI CONSUMER STAPLES INDEX ETF
-$1.7M
4,877
-87%
建仓
FHLC
FIDELITY MSCI HEALTH CARE INDEX ETF
+$1.7M
24,913
建仓
FMAT
FIDELITY MSCI MATERIALS INDEX ETF
+$1.5M
27,737
减持
SAMT
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
+$1.4M
1,258,277
-5%
清仓
—
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF
-$1.4M
0
-100%
建仓
IBDT
ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
+$1.4M
55,731
减持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.4M
565,401
-1%
增持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$1.3M
70,103
+299%
减持
V
VISA INC COM CL A
-$1.2M
63,619
-2%
减持
BP
BP PLC SPONSORED ADR
+$1.0M
261,920
-2%
增持
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
+$920.1K
196,845
+1%
建仓
GBUG
SPROTT ACTIVE GOLD & SILVER MINERS ETF
+$863.2K
23,042
减持
VOO
VANGUARD S&P 500 ETF
+$765.4K
31,127
-3%
减持
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
+$758.3K
95,583
-4%
减持
LRCX
LAM RESEARCH CORP COM NEW
+$758.0K
20,943
-0%
减持
ORCL
ORACLE CORP COM
+$684.9K
11,289
-1%
减持
TJX
TJX COS INC NEW COM
+$662.5K
38,119
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$659.8K
57,983
-1%
减持
PEP
PEPSICO INC COM
+$657.8K
103,392
-2%
增持
PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
+$656.4K
108,753
+27%
增持
AEP
AMERICAN ELEC PWR CO INC COM
+$644.0K
60,031
+2%
增持
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$618.2K
122,287
+5%
减持
IVV
ISHARES CORE S&P 500 ETF
+$588.6K
90,980
-6%
增持
RDDT
REDDIT INC CL A
+$579.6K
6,888
+3%
减持
MCD
MCDONALDS CORP COM
+$548.2K
74,292
-1%
增持
TSLA
TESLA INC COM
+$539.5K
3,863
+4%
增持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
+$519.2K
29,235
+43%
减持
ABBV
ABBVIE INC COM
+$504.6K
11,085
-0%
减持
COST
COSTCO WHSL CORP NEW COM
-$494.8K
4,949
-3%
减持
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
+$489.4K
528,863
-4%
增持
APH
AMPHENOL CORP NEW CL A
+$466.7K
9,020
+37%
建仓
ARKF
ARK FINTECH INNOVATION ETF
+$463.5K
8,160
减持
JPM
JPMORGAN CHASE & CO. COM
+$449.1K
20,276
-1%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$442.0K
2,716
+26%
减持
PM
PHILIP MORRIS INTL INC COM
-$434.0K
20,356
-1%
增持
FAST
FASTENAL CO COM
+$431.3K
27,020
+27%
减持
GD
GENERAL DYNAMICS CORP COM
+$419.9K
10,468
-3%
减持
DVY
ISHARES SELECT DIVIDEND ETF
+$407.5K
60,648
-2%
清仓
SHY
ISHARES 1-3 YEAR TREASURY BOND ETF
-$402.2K
0
-100%
减持
—
PROSHARES ULTRASHORT S&P500
-$395.7K
78,250
-15%
减持
FCOM
FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF
-$384.0K
20,668
-28%
建仓
ETHU
2X ETHER ETF
+$376.3K
2,898
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$371.9K
274,368
-4%
减持
HD
HOME DEPOT INC COM
+$366.6K
10,840
-1%
建仓
GTLB
GITLAB INC CLASS A COM
+$364.6K
8,087
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$357.4K
6,916
+29%
增持
IJR
ISHARES CORE S&P SMALL CAP ETF
+$335.0K
31,812
+1%
减持
AMZN
AMAZON COM INC COM
-$333.5K
161,052
-1%
增持
QCOM
QUALCOMM INC COM
+$324.8K
12,485
+13%
减持
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
-$323.5K
40,886
-7%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
+$319.6K
83,054
-2%
建仓
APP
APPLOVIN CORP COM CL A
+$319.1K
444
增持
MRK
MERCK & CO INC COM
+$312.3K
22,743
+13%
增持
SMH
VANECK SEMICONDUCTOR ETF
+$312.2K
6,488
+0%
增持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
+$310.9K
6,936
+0%
增持
SPY
SPDR S&P 500 ETF TRUST
+$309.0K
5,171
+2%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$303.9K
0
-100%
减持
VRIG
INVESCO VARIABLE RATE INVESTMENT GRADE ETF
-$303.1K
323,481
-4%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$301.8K
8,567
-7%
减持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
+$301.0K
46,650
-1%
增持
WMT
WALMART INC COM
+$300.5K
18,641
+12%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$295.8K
145,346
+1%
建仓
QTUM
DEFIANCE QUANTUM ETF
+$293.2K
2,795
减持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$291.2K
78,819
-1%
减持
ADBE
ADOBE INC COM
-$291.0K
805
-46%
减持
BAC
BANK AMERICA CORP COM
+$287.5K
82,188
-2%
建仓
JTEK
JPMORGAN U.S. TECH LEADERS ETF
+$287.3K
3,124
增持
MSI
MOTOROLA SOLUTIONS INC COM NEW
+$285.7K
1,534
+55%
建仓
FQAL
FQAL
+$284.7K
3,810
减持
WCMI
FIRST TRUST WCM INTERNATIONAL EQUITY ETF
+$284.5K
769,217
-4%
建仓
PSTG
PURE STORAGE INC CL A
+$283.8K
3,386
增持
EBC
EASTERN BANKSHARES INC COM
+$281.1K
95,227
+0%
增持
EXPD
EXPEDITORS INTL WASH INC COM
+$279.1K
5,926
+51%
增持
ETH
GRAYSCALE ETHEREUM MINI TRUST ETF
+$277.7K
15,456
+12%
增持
ITW
ILLINOIS TOOL WKS INC COM
+$273.8K
3,176
+42%
减持
ALAB
ASTERA LABS INC COM
+$272.3K
2,946
-13%
增持
WCN
WASTE CONNECTIONS INC COM
-$266.2K
29,791
+1%
减持
FIDU
FIDELITY MSCI INDUSTRIAL INDEX ETF
-$262.3K
18,096
-20%
清仓
ISCF
ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF
-$260.3K
0
-100%
减持
HON
HONEYWELL INTL INC COM
-$259.7K
7,702
-5%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$258.4K
11,558
-1%
减持
DE
DEERE & CO COM
-$258.0K
4,650
-1%
增持
SHW
SHERWIN WILLIAMS CO COM
+$250.1K
2,144
+50%
减持
VV
VANGUARD LARGE-CAP ETF
+$250.0K
11,820
-0%
增持
—
LINDE PLC SHS
+$248.0K
1,016
+103%
增持
OMAH
VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF
+$242.9K
773,342
+2%
建仓
URNM
SPROTT URANIUM MINERS ETF
+$235.9K
3,904
建仓
SIVR
ABRDN PHYSICAL SILVER SHARES ETF
+$235.7K
5,300
减持
VTV
VANGUARD VALUE ETF
+$233.1K
32,698
-1%
减持
FDIS
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
-$232.3K
15,113
-20%
建仓
MU
MICRON TECHNOLOGY INC COM
+$230.7K
1,379
建仓
ETHT
PROSHARES ULTRA ETHER ETF
+$230.2K
2,558
减持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
-$229.1K
53,154
-16%
减持
CVX
CHEVRON CORP NEW COM
+$228.2K
34,364
-4%
减持
RISR
FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF
-$228.0K
12,425
-33%
建仓
MTUM
ISHARES MSCI USA MOMENTUM FACTOR ETF
+$225.5K
880
减持
RTX
RTX CORPORATION COM
+$224.8K
10,624
-0%
清仓
FTNT
FORTINET INC COM
-$223.9K
0
-100%
清仓
SPHQ
INVESCO S&P 500 QUALITY ETF
-$222.8K
0
-100%
减持
META
META PLATFORMS INC CL A
-$220.9K
36,567
-0%
清仓
VRTX
VERTEX PHARMACEUTICALS INC COM
-$220.8K
0
-100%
建仓
SYY
SYSCO CORP COM
+$217.5K
2,641
减持
—
EXXON MOBIL CORP COM
-$216.8K
20,542
-13%
清仓
OKE
ONEOK INC NEW COM
-$212.8K
0
-100%
减持
XLF
FINANCIAL SELECT SECTOR SPDR FUND
-$212.6K
44,827
-11%
清仓
KVUE
KENVUE INC COM
-$210.2K
0
-100%
减持
NVO
NOVO-NORDISK A S ADR
-$210.1K
15,231
-0%
建仓
VT
VANGUARD TOTAL WORLD STOCK ETF
+$208.5K
1,513
建仓
ADI
ANALOG DEVICES INC COM
+$207.5K
845
建仓
HPE
HEWLETT PACKARD ENTERPRISE CO COM
+$206.6K
8,412
建仓
SPYG
SPDR PORTFOLIO S&P 500 GROWTH ETF
+$205.9K
1,970
清仓
MCO
MOODYS CORP COM
-$204.1K
0
-100%
增持
DHR
DANAHER CORPORATION COM
+$201.5K
4,445
+29%
建仓
IGV
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
+$201.3K
1,750
减持
TXN
TEXAS INSTRS INC COM
-$199.0K
5,298
-6%
增持
INTC
INTEL CORP COM
+$198.7K
17,194
+2%
减持
SPYM
SPDR PORTFOLIO S&P 500 ETF
+$198.2K
63,201
-3%
减持
SPGI
S&P GLOBAL INC COM
-$194.4K
1,768
-12%
增持
ARWR
ARROWHEAD PHARMACEUTICALS INC COM
+$194.2K
10,323
+1%
减持
DIS
DISNEY WALT CO COM
-$191.4K
15,308
-2%
减持
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
+$187.6K
536,313
-4%
减持
PG
PROCTER AND GAMBLE CO COM
-$185.5K
18,735
-3%
增持
DELL
DELL TECHNOLOGIES INC CL C
+$183.0K
9,529
+0%
增持
FDX
FEDEX CORP COM
+$181.8K
2,551
+38%
增持
PLTR
PALANTIR TECHNOLOGIES INC CL A
+$174.5K
2,906
+11%
增持
ICE
INTERCONTINENTAL EXCHANGE INC COM
+$174.2K
4,388
+42%
减持
GLD
SPDR GOLD SHARES
+$174.1K
3,499
-0%
减持
QQQ
INVESCO QQQ TRUST SERIES I
+$171.5K
3,868
-1%
增持
—
CHECK POINT SOFTWARE TECH LTD ORD
+$170.6K
3,179
+44%
