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

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 145 项建仓 23增持 55减持 63清仓 4

方向

标的

Δ市值

现股数(环比)

增持

CGUS CAPITAL GROUP CORE EQUITY ET

+$6.7M

179,160 +602%

减持

IVE ISHARES TR

-$4.6M

23,034 -48%

增持

DYNF BLACKROCK ETF TRUST

+$3.5M

69,944 +300%

减持

CGXU CAPITAL GROUP INTL FOCUS EQT

-$3.2M

263,152 -30%

减持

JCPB J P MORGAN EXCHANGE TRADED F

-$3.0M

94,153 -40%

增持

IEMG ISHARES INC

+$2.8M

64,862 +90%

增持

BRTR BLACKROCK ETF TRUST II

+$2.7M

71,809 +293%

增持

BAI BLACKROCK ETF TRUST

+$2.6M

68,819 +385%

减持

HELO J P MORGAN EXCHANGE TRADED F

-$2.5M

33,993 -52%

增持

SPMO INVESCO EXCH TRADED FD TR II

+$2.1M

18,141 +428%

增持

THRO BLACKROCK ETF TRUST

+$2.0M

58,952 +403%

建仓

RYZ RYERSON HLDG CORP

+$2.0M

73,880

增持

JQUA J P MORGAN EXCHANGE TRADED F

+$1.9M

40,879 +217%

建仓

BLCR BLACKROCK ETF TRUST

+$1.8M

37,814

减持

IJH ISHARES TR

-$1.8M

45,764 -39%

建仓

SGOV ISHARES TR

+$1.6M

16,041

增持

PPA INVESCO EXCHANGE TRADED FD T

+$1.5M

10,957 +479%

增持

MU MICRON TECHNOLOGY INC

+$1.4M

5,904 +6%

增持

IVW ISHARES TR

+$1.4M

70,906 +8%

减持

FBND FIDELITY MERRIMACK STR TR

-$1.4M

74,829 -28%

减持

BSJQ INVESCO EXCH TRD SLF IDX FD

-$1.3M

71,185 -43%

增持

BINC BLACKROCK ETF TRUST II

+$1.3M

35,413 +226%

减持

SDFI AB ACTIVE ETFS INC

-$1.2M

34,182 -50%

减持

FXL FIRST TR EXCHANGE-TRADED FD

-$1.2M

6,478 -55%

减持

IYR ISHARES TR

-$1.2M

13,365 -50%

减持

GLD SPDR GOLD TR

-$1.1M

4,608 -36%

增持

FNDF SCHWAB STRATEGIC TR

+$1.1M

37,964 +103%

建仓

FLMI FRANKLIN TEMPLETON ETF TR

+$1.1M

42,527

增持

BALI BLACKROCK ETF TRUST

+$902.6K

45,016 +142%

增持

CGMU CAPITAL GRP FIXED INCM ETF T

+$847.4K

303,914 +12%

建仓

HDV ISHARES TR

+$843.3K

31,337

增持

VYM VANGUARD WHITEHALL FDS

+$824.0K

15,822 +47%

建仓

VGIT VANGUARD SCOTTSDALE FDS

+$816.9K

13,811

建仓

PZA INVESCO EXCH TRADED FD TR II

+$762.9K

32,715

清仓

IEFA ISHARES TR

-$592.0K

0 -100%

减持

IAGG ISHARES TR

-$545.6K

40,704 -21%

减持

XLG INVESCO EXCHANGE TRADED FD T

-$511.7K

3,218 -73%

增持

MUB ISHARES TR

+$498.3K

6,587 +243%

减持

NVDA NVIDIA CORPORATION

-$417.4K

4,398 -39%

建仓

JSI JANUS DETROIT STR TR

+$403.0K

7,810

减持

INTC INTEL CORP

+$401.8K

6,711 -2%

建仓

EMLC VANECK ETF TRUST

+$382.2K

14,911

增持

INMU BLACKROCK ETF TRUST II

+$369.2K

24,860 +162%

增持

HYFI AB ACTIVE ETFS INC

+$316.7K

19,841 +76%

建仓

BAND BANDWIDTH INC

+$303.1K

6,240

增持

TLT ISHARES TR

+$286.5K

8,399 +68%

增持

SHYM BLACKROCK ETF TRUST II

+$286.3K

26,201 +98%

建仓

IGF ISHARES TR

+$274.2K

4,086

建仓

XLU SELECT SECTOR SPDR TR

+$263.7K

5,844

增持

AMAT APPLIED MATLS INC

+$261.8K

3,179 +0%

清仓

SLV ISHARES SILVER TR

-$257.4K

0 -100%

建仓

EUFN ISHARES TR

+$257.2K

6,829

建仓

SYSB ISHARES TR

+$255.1K

2,876

清仓

COR CENCORA INC

-$248.2K

0 -100%

建仓

FXZ FIRST TR EXCHANGE-TRADED FD

+$247.5K

3,077

减持

FXU FIRST TR EXCHANGE-TRADED FD

-$241.4K

5,204 -51%

建仓

FBT FIRST TR EXCHANGE-TRADED FD

+$241.1K

1,141

建仓

EFV ISHARES TR

+$235.6K

3,045

建仓

EUHY ISHARES INC

+$234.9K

4,413

建仓

FTXH FIRST TR EXCHANGE TRADED FD

+$232.4K

6,833

建仓

QTEC FIRST TR EXCHANGE-TRADED FD

+$228.3K

799

建仓

UNP UNION PAC CORP

+$226.0K

853

减持

ADP AUTOMATIC DATA PROCESSING IN

-$219.5K

5,418 -3%

减持

FTXO FIRST TR EXCHANGE TRADED FD

-$213.7K

8,082 -40%

清仓

WY WEYERHAEUSER CO MTN BE

-$209.6K

0 -100%

建仓

GWW WW GRAINGER INC

+$206.1K

167

减持

FAN FIRST TR EXCHANGE-TRADED FD

-$203.5K

9,832 -52%

建仓

VZ VERIZON COMMUNICATIONS INC

+$203.1K

4,313

减持

ABT ABBOTT LABORATORIES

-$194.9K

5,954 -9%

减持

QCLN FIRST TR EXCHANGE-TRADED FD

-$184.2K

4,548 -50%

减持

AAPL APPLE INC

+$182.2K

11,134 -0%

减持

ORCL ORACLE CORP

+$149.3K

4,888 -2%

减持

FDN FIRST TR EXCHANGE-TRADED FD

-$132.6K

2,306 -20%

增持

CAT CATERPILLAR INC

+$130.5K

624 +1%

减持

BPRE BLUEROCK PVT REAL ESTATE FD

-$127.4K

17,264 -31%

减持

CSCO CISCO SYS INC

+$123.9K

12,943 -2%

减持

FTXL FIRST TR EXCHANGE TRADED FD

-$116.9K

2,937 -42%

增持

WELL WELLTOWER INC

+$100.2K

3,722 +1%

减持

GE GE AEROSPACE

-$96.7K

922 -24%

减持

IVV ISHARES TR

-$96.6K

2,525 -10%

增持

AVGO BROADCOM INC

+$85.3K

795 +8%

减持

META META PLATFORMS INC

-$84.0K

669 -5%

减持

PG PROCTER & GAMBLE CO

-$78.5K

4,585 -6%

减持

MCD MCDONALDS CORP

-$78.2K

1,588 -4%

增持

GOOG ALPHABET INC

+$78.0K

1,117 +6%

增持

PSX PHILLIPS 66

+$77.5K

2,911 +0%

减持

JNJ JOHNSON & JOHNSON

-$77.3K

4,805 -3%

增持

UNH UNITEDHEALTH GROUP INC

+$77.3K

857 +2%

增持

IBM INTERNATIONAL BUSINESS MACHS

-$75.5K

934 +1%

增持

LOW LOWES COS INC

-$69.6K

1,886 +0%

减持

SYK STRYKER CORPORATION

-$66.0K

789 -3%

减持

AMGN AMGEN INC

-$65.8K

2,090 -4%

减持

AMZN AMAZON COM INC

+$64.9K

3,749 -4%

减持

ABBV ABBVIE INC

-$63.6K

1,925 -4%

减持

QCOM QUALCOMM INC

+$61.6K

1,352 -3%

减持

FDX FEDEX CORP

-$58.7K

553 -30%

减持

EPD ENTERPRISE PRODS PARTNERS L

+$58.1K

13,552 -1%

减持

IDA IDACORP INC

+$57.9K

5,187 -1%

减持

JPM JPMORGAN CHASE & CO

-$55.7K

3,165 -5%

增持

ICLO INVESCO ACTIVELY MANAGED EXC

+$54.3K

17,538 +14%

减持

FXR FIRST TR EXCHANGE-TRADED FD

-$51.7K

3,365 -16%

减持

GBIL GOLDMAN SACHS ETF TR

-$51.5K

6,957 -7%

增持

— GARMIN LTD

+$51.0K

1,433 +0%

增持

MSFT MICROSOFT CORP

+$50.3K

4,956 +3%

减持

— EXXON MOBIL CORP

-$41.6K

4,655 -11%

增持

XEL XCEL ENERGY INC

+$39.4K

6,063 +1%

减持

GOOGL ALPHABET INC

+$37.9K

3,730 -11%

增持

SBUX STARBUCKS CORP

+$36.9K

2,666 +1%

增持

PANW PALO ALTO NETWORKS INC

+$36.7K

1,512 +2%

增持

WFC WELLS FARGO & CO

-$36.1K

2,777 +0%

增持

CVX CHEVRON CORPORATION

+$35.4K

3,838 +0%

减持

ATO ATMOS ENERGY CORP

+$35.3K

3,137 -2%

减持

PEP PEPSICO INC

-$30.8K

2,747 -7%

减持

AMT AMERICAN TOWER CORP

-$29.3K

1,804 -11%

增持

TJX TJX COS INC NEW

+$29.3K

5,332 +1%

减持

EMR EMERSON ELEC CO

-$28.5K

3,519 -0%

减持

CMI CUMMINS INC

+$26.7K

562 -6%

增持

RTX RTX CORPORATION

-$26.5K

1,163 +1%

增持

KO COCA COLA CO

+$25.1K

5,301 +2%

减持

V VISA INC

-$24.2K

1,632 -1%

增持

BSCR INVESCO EXCH TRD SLF IDX FD

+$23.8K

15,496 +9%

增持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$23.2K

2,814 +1%

增持

NSC NORFOLK SOUTHN CORP

+$22.0K

974 +0%

增持

BSCQ INVESCO EXCH TRD SLF IDX FD

+$20.5K

17,499 +6%

减持

VOD VODAFONE GROUP PLC

-$20.1K

13,464 -13%

减持

COP CONOCOPHILLIPS

+$19.9K

2,399 -4%

增持

APD AIR PRODUCTS AND CHEMICALS I

+$19.9K

816 +0%

减持

PM PHILIP MORRIS INTL INC

-$19.7K

1,459 -3%

减持

NEE NEXTERA ENERGY INC

-$18.5K

2,200 -15%

减持

WMT WALMART INC

-$16.7K

3,923 -8%

增持

ALL ALLSTATE CORP

+$15.2K

1,113 +0%

减持

GEV GE VERNOVA INC

-$14.2K

198 -32%

减持

RY ROYAL BK CDA

+$12.9K

1,399 -2%

减持

FYX FIRST TR EXCHANGE-TRADED ALP

-$12.2K

1,529 -14%

增持

BLK BLACKROCK INC

-$12.0K

298 +1%

增持

MS MORGAN STANLEY

+$8.2K

1,148 +1%

增持

— CHUBB LTD SWITZ

+$8.2K

664 +1%

增持

AFL AFLAC INC

+$7.9K

3,440 +1%

增持

TSLA TESLA INC

+$7.3K

1,203 +4%

减持

COST COSTCO WHOLESALE CORPORATION

+$6.5K

1,014 -4%

增持

BA BOEING CO

-$6.0K

3,263 +0%

增持

ORI OLD REP INTL CORP

+$5.6K

10,046 +1%

增持

MRK MERCK & CO INC

-$4.8K

5,547 +0%

减持

MSI MOTOROLA SOLUTIONS INC

-$3.8K

622 -8%

减持

SPY STATE STR SPDR S&P 500 ETF T

+$1.3K

325 -4%

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。