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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 21
增持 43
减持 61
清仓 25
方向
标的
Δ市值
现股数(环比)
清仓
JQUA
JPMORGAN U.S. QUALITY FACTOR ETF
-$33.7M
0
-100%
减持
JGRO
JPMORGAN ACTIVE GROWTH ETF
-$24.6M
99,246
-72%
清仓
TCAF
T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF
-$20.1M
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
SGOV
ISHARES 0-3 MONTH TREASURY BOND ETF
+$16.9M
647,227
+35%
建仓
CTA
SIMPLIFY MANAGED FUTURES STRATEGY ETF
+$15.1M
501,007
增持
MSFT
MICROSOFT CORP COM
-$12.1M
108,959
+1%
减持
OMAH
VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF
-$10.8M
255,691
-69%
减持
JPEF
JPMORGAN EQUITY FOCUS ETF
-$10.1M
392,979
-23%
建仓
GCOW
PACER GLOBAL CASH COWS DIVIDEND ETF
+$8.9M
192,721
建仓
TAIL
CAMBRIA TAIL RISK ETF
+$8.3M
710,791
增持
RAAX
VANECK REAL ASSETS ETF
+$8.0M
363,123
+88%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$7.9M
214,731
-3%
减持
FBTC
FIDELITY WISE ORIGIN BITCOIN FUND
-$7.9M
445,303
-1%
增持
PRIV
STATE STREET IG PUBLIC & PRIVATE CREDIT ETF
+$7.7M
330,905
+1113%
建仓
IDEF
ISHARES DEFENSE INDUSTRIALS ACTIVE ETF
+$7.5M
228,745
建仓
SCIO
FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF
+$7.2M
350,934
增持
AIS
VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF
+$7.0M
351,420
+72%
减持
AAPL
APPLE INC COM
-$5.8M
256,931
-2%
减持
APLU
ALLSPRING CORE PLUS ETF
-$5.7M
711,322
-24%
增持
CRM
SALESFORCE INC COM
+$5.6M
32,050
+1906%
增持
BIL
STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$5.1M
281,563
+24%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
-$4.9M
258,734
-5%
增持
FTRB
FEDERATED HERMES TOTAL RETURN BOND ETF
+$4.5M
274,316
+191%
减持
UCON
FIRST TRUST SMITH UNCONSTRAINED BOND ETF
-$4.2M
110,419
-60%
增持
ABT
ABBOTT LABORATORIES COM
+$4.2M
69,183
+194%
增持
HAP
VANECK NATURAL RESOURCES ETF
+$4.0M
130,627
+44%
减持
AMZN
AMAZON COM INC COM
-$4.0M
152,476
-1%
减持
META
META PLATFORMS INC CL A
-$3.9M
40,100
-1%
减持
JNJ
JOHNSON & JOHNSON COM
+$3.7M
115,122
-3%
建仓
LDRT
ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF
+$3.6M
140,961
减持
VUG
VANGUARD GROWTH ETF
-$3.2M
57,861
-1%
清仓
BP
BP PLC SPONSORED ADR
-$3.1M
0
-100%
减持
V
VISA INC COM CL A
-$3.1M
62,705
-0%
增持
FRDM
FREEDOM 100 EMERGING MARKETS ETF
+$3.0M
313,143
+14%
增持
IVV
ISHARES CORE S&P 500 ETF
-$2.8M
90,971
+0%
增持
NVDA
NVIDIA CORPORATION COM
-$2.3M
206,305
+0%
减持
SAMT
STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF
-$2.3M
951,725
-8%
减持
FDN
FIRST TRUST DOW JONES INTERNET INDEX FUND
-$2.1M
44,152
-4%
减持
VRIG
INVESCO VARIABLE RATE INVESTMENT GRADE ETF
-$1.8M
244,728
-22%
增持
FSTA
FIDELITY MSCI CONSUMER STAPLES INDEX ETF
+$1.7M
36,693
+652%
减持
JSCP
JPMORGAN SHORT DURATION CORE PLUS ETF
-$1.6M
5,141
-87%
减持
XLF
STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
-$1.6M
16,917
-62%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$1.6M
56,695
-1%
增持
VOO
VANGUARD S&P 500 ETF
+$1.6M
35,047
+13%
清仓
FDIS
FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF
-$1.5M
0
-100%
增持
IJT
ISHARES S&P SMALL-CAP 600 GROWTH ETF
+$1.3M
249,133
+1%
减持
BSCQ
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF
-$1.2M
10,913
-85%
减持
BSCR
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF
-$1.2M
12,201
-84%
建仓
IBDR
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF
+$1.2M
49,682
建仓
IBDS
ISHARES IBONDS DEC 2027 TERM CORPORATE ETF
+$1.2M
49,557
建仓
IBDU
ISHARES IBONDS DEC 2029 TERM CORPORATE ETF
+$1.2M
51,362
减持
AVGO
BROADCOM INC COM
-$1.2M
11,445
-16%
增持
IJH
ISHARES CORE S&P MID-CAP ETF
+$1.1M
565,412
+1%
减持
LOW
LOWES COS INC COM
-$1.1M
86,528
-3%
增持
HDV
ISHARES CORE HIGH DIVIDEND ETF
+$1.1M
75,348
+0%
减持
GLDM
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
-$1.0M
77,062
-19%
减持
PEP
PEPSICO INC COM
+$934.4K
97,483
-1%
增持
CLOI
VANECK CLO ETF
+$904.2K
223,533
+9%
减持
AEP
AMERICAN ELEC PWR CO INC COM
+$811.5K
59,099
-2%
增持
EMBX
VANECK EMERGING MARKETS BOND ETF
+$766.0K
285,790
+7%
减持
IBM
INTERNATIONAL BUSINESS MACHS COM
-$752.7K
6,863
-16%
减持
LLY
ELI LILLY & CO COM
-$746.5K
4,681
-0%
清仓
FDX
FEDEX CORP COM
-$736.9K
0
-100%
减持
—
EXXON MOBIL CORP COM
+$708.6K
16,970
-6%
减持
JPM
JPMORGAN CHASE & CO COM
-$704.7K
15,976
-5%
减持
PSLV
SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
-$674.0K
103,153
-24%
减持
MOAT
VANECK MORNINGSTAR WIDE MOAT ETF
-$666.0K
80,248
-1%
减持
RDDT
REDDIT INC CL A
-$665.3K
6,818
-1%
增持
COST
COSTCO WHOLESALE CORPORATION COM
+$634.7K
3,286
+7%
减持
ORCL
ORACLE CORP COM
-$634.3K
10,385
-6%
减持
CVX
CHEVRON CORPORATION COM
+$614.7K
20,084
-14%
增持
NEE
NEXTERA ENERGY INC COM
+$603.4K
36,890
+5%
减持
AXP
AMERICAN EXPRESS CO COM
-$592.9K
8,321
-1%
增持
BTC
GRAYSCALE BITCOIN MINI TRUST ETF
+$572.5K
146,947
+48%
减持
DVY
ISHARES SELECT DIVIDEND ETF
+$559.0K
56,527
-0%
减持
QCOM
QUALCOMM INC COM
-$556.0K
12,410
-1%
建仓
SIOO
VISTASHARES TARGET 15 S&P 100 DISTRIBUTION ETF
+$545.4K
29,370
减持
BAC
BANK AMERICA CORP COM
-$531.0K
71,648
-2%
增持
GOOG
ALPHABET INC CAP STK CL C
-$522.8K
29,446
+3%
增持
DE
DEERE & CO COM
+$467.7K
4,729
+0%
减持
MA
MASTERCARD INCORPORATED CL A
-$460.7K
3,118
-12%
清仓
EWJ
ISHARES MSCI JAPAN ETF
-$387.0K
0
-100%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$386.8K
30,828
-3%
增持
POW
VISTASHARES ELECTRIFICATION SUPERCYCLE ETF
+$373.6K
26,547
+93%
减持
DIS
DISNEY WALT CO COM
-$367.8K
12,739
-9%
减持
INTU
INTUIT COM
-$366.6K
491
-44%
减持
QQQ
INVESCO QQQ TRUST SERIES I
-$347.6K
3,176
-11%
减持
FENY
FIDELITY MSCI ENERGY INDEX ETF
+$346.4K
60,946
-13%
增持
VTV
VANGUARD VALUE ETF
+$345.5K
33,985
+3%
增持
KKR
KKR & CO INC COM
-$326.8K
9,373
+0%
减持
IWF
ISHARES RUSSELL 1000 GROWTH ETF
-$315.0K
6,595
-0%
增持
CIEN
CIENA CORP COM NEW
+$312.3K
1,582
+23%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$310.9K
3,067
+49%
增持
FMAT
FIDELITY MSCI MATERIALS INDEX ETF
+$310.5K
30,951
+12%
清仓
BLK
BLACKROCK INC COM
-$309.2K
0
-100%
清仓
AGG
ISHARES CORE U.S. AGGREGATE BOND ETF
-$304.4K
0
-100%
清仓
ADBE
ADOBE INC COM
-$288.4K
0
-100%
建仓
STZ
CONSTELLATION BRANDS INC CL A
+$287.7K
1,918
清仓
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
-$283.7K
0
-100%
增持
TSLA
TESLA INC COM
-$276.2K
4,073
+2%
清仓
U
UNITY SOFTWARE INC COM
-$273.9K
0
-100%
增持
WCN
WASTE CONNECTIONS INC COM
-$273.1K
32,940
+3%
增持
FUTY
FIDELITY MSCI UTILITIES INDEX ETF
+$269.4K
53,356
+2%
增持
LMT
LOCKHEED MARTIN CORP COM
+$267.8K
1,564
+12%
增持
VO
VANGUARD MID-CAP ETF
+$267.4K
8,909
+13%
清仓
DASH
DOORDASH INC CL A
-$263.8K
0
-100%
建仓
MAR
MARRIOTT INTL INC NEW CL A
+$262.7K
803
建仓
VZ
VERIZON COMMUNICATIONS INC COM
+$249.1K
4,962
增持
SCHG
SCHWAB U.S. LARGE-CAP GROWTH ETF
-$248.9K
72,061
+0%
减持
WCMI
FIRST TRUST WCM INTERNATIONAL EQUITY ETF
-$246.2K
767,260
-0%
减持
DELL
DELL TECHNOLOGIES INC CL C
+$246.2K
8,684
-7%
减持
XLK
STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
-$245.9K
8,312
-11%
清仓
SCZ
ISHARES MSCI EAFE SMALL-CAP ETF
-$244.8K
0
-100%
清仓
MKC
MCCORMICK & CO INC COM NON VTG
-$241.5K
0
-100%
建仓
SIL
GLOBAL X SILVER MINERS ETF
+$238.1K
2,643
减持
IJR
ISHARES CORE S&P SMALL CAP ETF
-$235.4K
28,434
-9%
建仓
GILD
GILEAD SCIENCES INC COM
+$235.1K
1,687
清仓
PFE
PFIZER INC COM
-$235.0K
0
-100%
清仓
FICO
FAIR ISAAC CORP COM
-$233.3K
0
-100%
建仓
MRVL
MARVELL TECHNOLOGY INC COM
+$232.8K
2,350
建仓
TPL
TEXAS PACIFIC LAND CORPORATION COM
+$231.1K
487
增持
MRK
MERCK & CO INC COM
+$231.1K
15,089
+0%
清仓
AZO
AUTOZONE INC COM
-$230.6K
0
-100%
增持
XLE
STATE STREET ENERGY SELECT SECTOR SPDR ETF
+$228.2K
8,153
+34%
减持
CAT
CATERPILLAR INC COM
+$225.4K
1,882
-3%
清仓
PLNT
PLANET FITNESS INC CL A
-$223.9K
0
-100%
清仓
PAYX
PAYCHEX INC COM
-$223.3K
0
-100%
减持
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
-$221.1K
21,496
-17%
减持
—
ACCENTURE PLC IRELAND SHS CLASS A
-$220.1K
2,814
-3%
增持
FTEC
FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF
-$218.6K
24,380
+4%
减持
PM
PHILIP MORRIS INTL INC COM
-$216.4K
19,495
-9%
清仓
PNQI
INVESCO NASDAQ INTERNET ETF
-$215.8K
0
-100%
减持
VGSH
VANGUARD SHORT-TERM TREASURY ETF
-$215.3K
18,692
-16%
减持
VIG
VANGUARD DIVIDEND APPRECIATION ETF
-$215.1K
1,561
-38%
增持
—
GENPACT LIMITED SHS
-$211.6K
97,358
+19%
减持
EFA
ISHARES MSCI EAFE ETF
-$211.3K
10,195
-19%
减持
RISR
FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF
-$211.0K
6,561
-47%
建仓
LHX
L3HARRIS TECHNOLOGIES INC COM
+$209.4K
607
建仓
OKE
ONEOK INC NEW COM
+$209.1K
2,314
清仓
APP
APPLOVIN CORP COM CL A
-$208.9K
0
-100%
增持
—
ASML HLDG NV N Y REGISTRY SHS
+$208.8K
657
+7%
清仓
—
GRAYSCALE COINDESK CRYPTO 5 ETF
-$207.4K
0
-100%
增持
FREL
FIDELITY MSCI REAL ESTATE INDEX ETF
+$207.1K
60,958
+14%
建仓
VT
VANGUARD TOTAL WORLD STOCK ETF
+$206.1K
1,490
清仓
ETHE
GRAYSCALE ETHEREUM TRUST ETF
-$202.7K
0
-100%
清仓
NUE
NUCOR CORP COM
-$202.0K
0
-100%
减持
BCSF
BAIN CAP SPECIALTY FIN INC COM STK
-$201.5K
39,379
-21%
建仓
GOAU
U.S. GLOBAL GO GOLD AND PRECIOUS METAL MINERS ETF
+$201.4K
4,541
清仓
DECK
DECKERS OUTDOOR CORP COM
-$201.2K
0
-100%
减持
VTEB
VANGUARD TAX-EXEMPT BOND ETF
-$200.8K
32,519
-10%
