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BETO FINANCIAL GROUP, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BETO FINANCIAL GROUP, LLC

报告期 2026-03-31 · CIK 0002104828

持仓数

152

前50大市值合计

$131.2M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

IVW ISHARES TR

S&P 500 GRWT ETF

$9.5M

70,906

7.2%

CGXU CAPITAL GROUP INTL FOCUS EQT

SHS CREATION UNI

$8.7M

263,152

6.6%

CGMU CAPITAL GRP FIXED INCM ETF T

MUNICIPAL INCOME

$8.3M

303,914

6.3%

CGUS CAPITAL GROUP CORE EQUITY ET

SHS CREATION UNI

$7.7M

179,160

5.9%

IEMG ISHARES INC

CORE MSCI EMKT

$5.3M

64,862

4.0%

IVE ISHARES TR

S&P 500 VAL ETF

$5.1M

23,034

3.9%

DYNF BLACKROCK ETF TRUST

ISHARES US EQUIT

$4.6M

69,944

3.5%

JCPB J P MORGAN EXCHANGE TRADED F

CORE PLUS BD ETF

$4.4M

94,153

3.4%

MU MICRON TECHNOLOGY INC

COM

$3.8M

5,904

2.9%

BRTR BLACKROCK ETF TRUST II

ISHARES TOTAL RE

$3.6M

71,809

2.7%

FBND FIDELITY MERRIMACK STR TR

TOTAL BD ETF

$3.4M

74,829

2.6%

IJH ISHARES TR

CORE S&P MCP ETF

$3.4M

45,764

2.6%

AAPL APPLE INC

COM

$3.2M

11,134

2.4%

BAI BLACKROCK ETF TRUST

ISHARES A I INNO

$3.1M

68,819

2.4%

JQUA J P MORGAN EXCHANGE TRADED F

US QUALTY FCTR

$2.8M

40,879

2.1%

SPMO INVESCO EXCH TRADED FD TR II

S&P 500 MOMNTM

$2.5M

18,141

1.9%

THRO BLACKROCK ETF TRUST

ISHARES US THEMA

$2.5M

58,952

1.9%

VYM VANGUARD WHITEHALL FDS

HIGH DIV YLD

$2.5M

15,822

1.9%

HELO J P MORGAN EXCHANGE TRADED F

HEDGED EQUITY LA

$2.3M

33,993

1.8%

BRK/A BERKSHIRE HATHAWAY INC DEL

CL A

$2.1M

3

1.6%

MSFT MICROSOFT CORP

COM

$2.1M

4,956

1.6%

IAGG ISHARES TR

CORE INTL AGGR

$2.0M

40,704

1.6%

GLD SPDR GOLD TR

GOLD SHS

$2.0M

4,608

1.5%

FNDF SCHWAB STRATEGIC TR

FUNDAMENTAL INTL

$2.0M

37,964

1.5%

RYZ RYERSON HLDG CORP

COM

$2.0M

73,880

1.5%

IVV ISHARES TR

CORE S&P500 ETF

$1.9M

2,525

1.4%

BINC BLACKROCK ETF TRUST II

ISHARES FLEXIBLE

$1.9M

35,413

1.4%

BLCR BLACKROCK ETF TRUST

ISHARES LARGE CA

$1.8M

37,814

1.4%

PPA INVESCO EXCHANGE TRADED FD T

AEROSPACE DEFN

$1.8M

10,957

1.4%

BSJQ INVESCO EXCH TRD SLF IDX FD

INVSCO BLSH 26

$1.7M

71,185

1.3%

SGOV ISHARES TR

0-3 MNTH TREASRY

$1.6M

16,041

1.2%

BALI BLACKROCK ETF TRUST

ISHARES US LARG

$1.5M

45,016

1.1%

GOOGL ALPHABET INC

CAP STK CL A

$1.5M

3,730

1.1%

IYR ISHARES TR

U.S. REAL ES ETF

$1.4M

13,365

1.0%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$1.3M

2,814

1.0%

AMAT APPLIED MATLS INC

COM

$1.3M

3,179

1.0%

FXL FIRST TR EXCHANGE-TRADED FD

TECH ALPHADEX

$1.3M

6,478

1.0%

SDFI AB ACTIVE ETFS INC

SHORT DURATION I

$1.2M

34,182

0.9%

CSCO CISCO SYS INC

COM

$1.2M

12,943

0.9%

ITW ILLINOIS TOOL WKS INC

COM

$1.2M

4,617

0.9%

ADP AUTOMATIC DATA PROCESSING IN

COM

$1.2M

5,418

0.9%

JNJ JOHNSON & JOHNSON

COM

$1.1M

4,805

0.8%

FLMI FRANKLIN TEMPLETON ETF TR

FRANKLIN DYN MUN

$1.1M

42,527

0.8%

COST COSTCO WHOLESALE CORPORATION

COM

$1.0M

1,014

0.8%

AMZN AMAZON COM INC

COM

$1.0M

3,749

0.8%

JPM JPMORGAN CHASE & CO

COM

$969.5K

3,165

0.7%

ORCL ORACLE CORP

COM

$951.1K

4,888

0.7%

NVDA NVIDIA CORPORATION

COM

$930.2K

4,398

0.7%

HDV ISHARES TR

CORE HIGH DV ETF

$843.3K

31,337

0.6%

TJX TJX COS INC NEW

COM

$823.7K

5,332

0.6%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

34%前 6 大占比

IVW7.2%CGXU6.6%CGMU6.3%CGUS5.9%IEMG4.0%IVE3.9%