Beacon Capital Management, Inc.
DAYTON OH · SEC CIK 0001575301
$17.78亿2026Q1 申报市值
125持仓数
53.2%前十大占比 · 第一大 7.0%
17 / 35新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
FLRN 加仓+$4,621.11万
VGSH 新建仓+$4,471.23万
VCSH 新建仓+$4,400.41万
VTIP 加仓+$3,145.40万
VNQ 加仓+$2,152.78万
2026Q1 卖出最多 按季末市值估算
QQQ 减仓-$6,718.18万
VOX 减仓-$3,441.54万
VGT 减仓-$3,133.59万
VFH 减仓-$2,878.65万
VCR 减仓-$2,859.39万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| VDE | VANGUARD WORLD FD | $1.25亿 | 7.01% | 720,530 | -77,170 | -9.7% | -$1,335.35万 | 减仓 |
| VPU | VANGUARD WORLD FD | $1.04亿 | 5.83% | 522,967 | -40,942 | -7.3% | -$811.22万 | 减仓 |
| VAW | VANGUARD WORLD FD | $1.02亿 | 5.76% | 454,180 | -39,360 | -8.0% | -$886.94万 | 减仓 |
| VIS | VANGUARD WORLD FD | $1.02亿 | 5.71% | 325,178 | -29,016 | -8.2% | -$905.94万 | 减仓 |
| VHT | VANGUARD WORLD FD | $9,597.01万 | 5.40% | 352,404 | -26,998 | -7.1% | -$735.24万 | 减仓 |
| VDC | VANGUARD WORLD FD | $9,449.52万 | 5.31% | 420,746 | -30,985 | -6.9% | -$695.89万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $9,069.33万 | 5.10% | 1,022,472 | 242,704 | 31.1% | $2,152.78万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $8,882.54万 | 5.00% | 136,583 | 8,314 | 6.5% | $540.69万 | 加仓 |
| VOX | VANGUARD WORLD FD | $7,338.91万 | 4.13% | 408,080 | -191,367 | -31.9% | -$3,441.54万 | 减仓 |
| VGT | VANGUARD WORLD FD | $7,034.96万 | 3.96% | 100,828 | -44,912 | -30.8% | -$3,133.59万 | 减仓 |
| VFH | VANGUARD WORLD FD | $6,696.52万 | 3.77% | 554,302 | -238,279 | -30.1% | -$2,878.65万 | 减仓 |
| VCR | VANGUARD WORLD FD | $6,678.22万 | 3.76% | 186,007 | -79,642 | -30.0% | -$2,859.39万 | 减仓 |
| VTIP | VANGUARD MALVERN FDS | $6,658.89万 | 3.75% | 1,333,111 | 629,709 | 89.5% | $3,145.40万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,879.14万 | 3.31% | 101,860 | -116,397 | -53.3% | -$6,718.18万 | 减仓 |
| FLRN | SPDR SERIES TRUST | $5,842.42万 | 3.29% | 1,898,123 | 1,501,336 | 378.4% | $4,621.11万 | 加仓 |
| BIV | VANGUARD BD INDEX FDS | $4,794.01万 | 2.70% | 621,147 | -190,162 | -23.4% | -$1,467.67万 | 减仓 |
| BLV | VANGUARD BD INDEX FDS | $4,734.32万 | 2.66% | 688,328 | -207,439 | -23.2% | -$1,426.76万 | 减仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $4,471.23万 | 2.51% | 763,790 | 763,790 | — | $4,471.23万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $4,400.41万 | 2.47% | 555,117 | 555,117 | — | $4,400.41万 | 新建仓 |
| — | NORTHERN LTS FD TR II | $2,885.58万 | 1.62% | 975,994 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $2,768.45万 | 1.56% | 353,073 | -35,826 | -9.2% | -$280.91万 | 减仓 |
| — | NORTHERN LTS FD TR II | $2,592.87万 | 1.46% | 1,003,237 | 0 | 0.0% | — | 不变 |
| EDV | VANGUARD WORLD FD | $2,246.18万 | 1.26% | 345,833 | -161,841 | -31.9% | -$1,051.16万 | 减仓 |
| SPTM | SPDR SERIES TRUST | $2,164.33万 | 1.22% | 273,758 | 15,884 | 6.2% | $125.58万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $2,153.05万 | 1.21% | 281,297 | 16,966 | 6.4% | $129.86万 | 加仓 |
| VFLO | VICTORY PORTFOLIOS II | $2,093.48万 | 1.18% | 530,264 | 99,210 | 23.0% | $391.68万 | 加仓 |
| LDUR | PIMCO ETF TR | $1,850.50万 | 1.04% | 193,122 | 15,083 | 8.5% | $144.53万 | 加仓 |
| BIL | SPDR SERIES TRUST | $1,742.10万 | 0.98% | 190,103 | -43,400 | -18.6% | -$397.72万 | 减仓 |
| PYLD | PIMCO ETF TR | $1,608.58万 | 0.90% | 613,962 | 49,961 | 8.9% | $130.90万 | 加仓 |
| TMSL | T ROWE PRICE ETF INC | $1,591.22万 | 0.89% | 433,931 | 304,229 | 234.6% | $1,115.61万 | 加仓 |
| PDBC | INVESCO ACTVELY MNGD ETC FD | $1,358.84万 | 0.76% | 784,552 | -174,245 | -18.2% | -$301.79万 | 减仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $1,054.73万 | 0.59% | 349,018 | 162,053 | 86.7% | $489.72万 | 加仓 |
| ROE | EA SERIES TRUST | $1,030.51万 | 0.58% | 290,859 | 13,452 | 4.8% | $47.66万 | 加仓 |
| GLD | SPDR GOLD TR | $972.97万 | 0.55% | 22,612 | -358 | -1.6% | -$15.40万 | 减仓 |
| CARY | ANGEL OAK FUNDS TRUST | $754.51万 | 0.42% | 363,219 | -4,266 | -1.2% | -$8.86万 | 减仓 |
| DBMF | LITMAN GREGORY FDS TR | $501.38万 | 0.28% | 166,296 | 4,586 | 2.8% | $13.83万 | 加仓 |
| BILS | SPDR SERIES TRUST | $344.16万 | 0.19% | 34,610 | -7,285 | -17.4% | -$72.44万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $336.73万 | 0.19% | 66,851 | -286,153 | -81.1% | -$1,441.34万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $325.80万 | 0.18% | 120,000 | 0 | 0.0% | — | 不变 |
| SPMO | INVESCO EXCH TRADED FD TR II | $322.39万 | 0.18% | 28,757 | -405 | -1.4% | -$4.54万 | 减仓 |
| MUNI | PIMCO ETF TR | $313.14万 | 0.18% | 60,000 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $282.21万 | 0.16% | 21,235 | -26,302 | -55.3% | -$349.55万 | 减仓 |
| SHV | ISHARES TR | $178.66万 | 0.10% | 16,184 | -20,572 | -56.0% | -$227.09万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $176.36万 | 0.10% | 35,723 | -47,444 | -57.0% | -$234.23万 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $149.67万 | 0.08% | 13,734 | 13,734 | — | $149.67万 | 新建仓 |
| UTG | REAVES UTIL INCOME FD | $135.52万 | 0.08% | 34,500 | 0 | 0.0% | — | 不变 |
| SSO | PROSHARES TR | $130.46万 | 0.07% | 25,147 | -11,128 | -30.7% | -$57.73万 | 减仓 |
| — | COHEN & STEERS REAL ESTATE O | $121.41万 | 0.07% | 83,500 | 0 | 0.0% | — | 不变 |
| UTF | COHEN & STEERS INFRASTRUCTUR | $116.46万 | 0.07% | 45,000 | 0 | 0.0% | — | 不变 |
| QLD | PROSHARES TR | $112.40万 | 0.06% | 18,426 | -10,957 | -37.3% | -$66.84万 | 减仓 |
| RQI | COHEN & STEERS QUALITY INCOM | $112.06万 | 0.06% | 93,000 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $68.48万 | 0.04% | 11,179 | -24,535 | -68.7% | -$150.30万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $67.13万 | 0.04% | 13,205 | -13,764 | -51.0% | -$69.97万 | 减仓 |
| SPXU | PROSHARES TR | $63.83万 | 0.04% | 11,250 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $46.98万 | 0.03% | 9,402 | -17,408 | -64.9% | -$86.99万 | 减仓 |
| AAPL | APPLE INC | $39.00万 | 0.02% | 1,537 | 0 | 0.0% | — | 不变 |
| IGIB | ISHARES TR | $23.16万 | 0.01% | 4,352 | 2,439 | 127.5% | $12.98万 | 加仓 |
| BA | BOEING CO | $19.90万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $14.79万 | 0.01% | 5,311 | 5,311 | — | $14.79万 | 新建仓 |
| XTEN | BONDBLOXX ETF TRUST | $12.42万 | 0.01% | 2,707 | 1,525 | 129.0% | $6.99万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $11.78万 | 0.01% | 4,596 | 4,596 | — | $11.78万 | 新建仓 |
| DABS | DOUBLELINE ETF TRUST | $11.76万 | 0.01% | 2,315 | 2,315 | — | $11.76万 | 新建仓 |
| PSP | INVESCO EXCHANGE TRADED FD T | $9.89万 | 0.01% | 1,750 | 69 | 4.1% | $3,900 | 加仓 |
| XONE | BONDBLOXX ETF TRUST | $9.45万 | 0.01% | 1,908 | 1,075 | 129.1% | $5.32万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $7.82万 | 0.00% | 1,560 | 876 | 128.1% | $4.39万 | 加仓 |
| SRLN | SSGA ACTIVE ETF TR | $7.78万 | 0.00% | 1,938 | 1,092 | 129.1% | $4.38万 | 加仓 |
| LONZ | PIMCO ETF TR | $7.75万 | 0.00% | 1,569 | 892 | 131.8% | $4.41万 | 加仓 |
| — | BNY MELLON ETF TRUST | $7.63万 | 0.00% | 1,609 | 890 | 123.8% | $4.22万 | 加仓 |
| FNDA | SCHWAB STRATEGIC TR | $7.00万 | 0.00% | 2,158 | 2,158 | — | $7.00万 | 新建仓 |
| DBC | INVESCO DB COMMDY INDX TRCK | $6.57万 | 0.00% | 2,269 | -443 | -16.3% | -$1.28万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $6.49万 | 0.00% | 1,327 | 1,327 | — | $6.49万 | 新建仓 |
| SPAB | SPDR SERIES TRUST | $5.49万 | 0.00% | 2,144 | -3 | -0.1% | -$77 | 减仓 |
| SCHA | SCHWAB STRATEGIC TR | $5.46万 | 0.00% | 1,879 | 1,839 | 4,597.5% | $5.35万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $5.31万 | 0.00% | 2,340 | 2,340 | — | $5.31万 | 新建仓 |
| PWV | INVESCO EXCHANGE TRADED FD T | $4.02万 | 0.00% | 577 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $3.51万 | 0.00% | 1,419 | 1,381 | 3,634.2% | $3.42万 | 加仓 |
| PECO | PHILLIPS EDISON & CO INC | $3.49万 | 0.00% | 933 | 0 | 0.0% | — | 不变 |
| XSVM | INVESCO EXCHANGE TRADED FD T | $3.29万 | 0.00% | 546 | -1 | -0.2% | -$60 | 减仓 |
| JNK | SPDR SERIES TRUST | $3.23万 | 0.00% | 337 | 98 | 41.0% | $9,381 | 加仓 |
| SMBS | SCHWAB STRATEGIC TR | $2.86万 | 0.00% | 1,121 | 1,121 | — | $2.86万 | 新建仓 |
| SCHH | SCHWAB STRATEGIC TR | $2.78万 | 0.00% | 1,293 | 1,293 | — | $2.78万 | 新建仓 |
| BWX | SPDR SERIES TRUST | $2.76万 | 0.00% | 1,257 | 16 | 1.3% | $351 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $2.67万 | 0.00% | 1,073 | 1,073 | — | $2.67万 | 新建仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $2.58万 | 0.00% | 178 | 0 | 0.0% | — | 不变 |
| XMVM | INVESCO EXCHANGE TRADED FD T | $2.49万 | 0.00% | 382 | 1 | 0.3% | $65 | 加仓 |
| SPIP | SPDR SERIES TRUST | $2.48万 | 0.00% | 952 | 18 | 1.9% | $468 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $2.04万 | 0.00% | 702 | 518 | 281.5% | $1.51万 | 加仓 |
| RWR | SPDR SERIES TRUST | $1.96万 | 0.00% | 194 | -1 | -0.5% | -$101 | 减仓 |
| SLV | ISHARES SILVER TR | $1.89万 | 0.00% | 277 | -89 | -24.3% | -$6,065 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $1.81万 | 0.00% | 238 | -1 | -0.4% | -$76 | 减仓 |
| PWB | INVESCO EXCHANGE TRADED FD T | $1.74万 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| RWX | SPDR INDEX SHS FDS | $1.69万 | 0.00% | 634 | 239 | 60.5% | $6,362 | 加仓 |
| AFL | AFLAC INC | $1.65万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| — | MCCORMICK & CO INC | $1.60万 | 0.00% | 318 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $1.41万 | 0.00% | 220 | 220 | — | $1.41万 | 新建仓 |
| SCHP | SCHWAB STRATEGIC TR | $1.32万 | 0.00% | 497 | 497 | — | $1.32万 | 新建仓 |
| MBB | ISHARES TR | $1.24万 | 0.00% | 131 | 131 | — | $1.24万 | 新建仓 |
| — | PROSHARES TR | $5,408 | 0.00% | 81 | -25 | -23.6% | -$1,669 | 减仓 |
| — | PROSHARES TR | $5,154 | 0.00% | 208 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $4,986 | 0.00% | 101 | 0 | 0.0% | — | 不变 |