13F 机构持仓

BEACON INVESTMENT ADVISORY SERVICES, INC.

MORRISTOWN NJ · SEC CIK 0001654599

2026Q22026Q1 更早 9 个季度 🔒
$26.93亿2026Q2 申报市值
811持仓数
34.6%前十大占比 · 第一大 7.3%
71 / 47新建仓 / 清仓
申报市值走势$26.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 7.3%
IJR 6.4%
VEA 3.0%
IAU 2.9%
AMD 2.7%
AAPL 2.7%
MSFT 2.5%
VCSH 2.5%
SHY 2.4%
AMAT 2.3%

2026Q2 买入最多 按季末市值估算

SCCO 加仓+$1,777.09万
IJR 加仓+$1,433.82万
ACWI 加仓+$1,044.68万
HONA 新建仓+$852.75万
IBM 加仓+$775.04万

2026Q2 卖出最多 按季末市值估算

SHW 减仓-$2,003.77万
HONEYWELL INTL I 清仓-$1,804.76万
MA 减仓-$1,227.45万
HD 减仓-$1,198.99万
JPM 减仓-$1,062.41万

2026Q2 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
— HONEYWELL INTL INC $00.00%0 -79,846-100.0% -$1,804.76万 清仓
— EXXON MOBIL CORP $00.00%0 -23,145-100.0% -$392.68万 清仓
IVZ INVESCO LTD $00.00%0 -19,150-100.0% -$46.52万 清仓
CAG CONAGRA BRANDS INC $00.00%0 -16,093-100.0% -$25.30万 清仓
— VERIS RESIDENTIAL INC $00.00%0 -9,761-100.0% -$18.42万 清仓
XETYX EATON VANCE TAX-MANAGED DIVE $00.00%0 -10,000-100.0% -$13.79万 清仓
NHI NATIONAL HEALTH INVS INC $00.00%0 -1,400-100.0% -$11.32万 清仓
DEM WISDOMTREE TR $00.00%0 -2,110-100.0% -$10.48万 清仓
GBTC GRAYSCALE BITCOIN TRUST ETF $00.00%0 -1,550-100.0% -$8.18万 清仓
KRE SPDR SERIES TRUST $00.00%0 -1,200-100.0% -$7.82万 清仓
— GRAYSCALE ETHEREUM STAKING E $00.00%0 -2,782-100.0% -$4.75万 清仓
NICE NICE LTD $00.00%0 -300-100.0% -$3.31万 清仓
FLR FLUOR CORP $00.00%0 -445-100.0% -$2.08万 清仓
CHKP CHECK POINT SOFTWARE TECH LT $00.00%0 -145-100.0% -$2.07万 清仓
SNY SANOFI SA $00.00%0 -400-100.0% -$1.93万 清仓
GBX GREENBRIER COS INC $00.00%0 -350-100.0% -$1.84万 清仓
AES AES CORP $00.00%0 -1,229-100.0% -$1.73万 清仓
JOBY JOBY AVIATION INC $00.00%0 -2,000-100.0% -$1.65万 清仓
SON SONOCO PRODS CO $00.00%0 -300-100.0% -$1.62万 清仓
INFY INFOSYS LTD $00.00%0 -1,200-100.0% -$1.62万 清仓
THO THOR INDS INC $00.00%0 -200-100.0% -$1.60万 清仓
PFF ISHARES TR $00.00%0 -500-100.0% -$1.52万 清仓
EIX EDISON INTL $00.00%0 -200-100.0% -$1.46万 清仓
— SPDR SERIES TRUST $00.00%0 -140-100.0% -$1.40万 清仓
AIQ GLOBAL X FDS $00.00%0 -300-100.0% -$1.40万 清仓
AZO AUTOZONE INC $00.00%0 -4-100.0% -$1.35万 清仓
LPLA LPL FINL HLDGS INC $00.00%0 -34-100.0% -$1.02万 清仓
ZWS ZURN ELKAY WATER SOLNS CORP $00.00%0 -221-100.0% -$9,910 清仓
VIST VISTA ENERGY S.A.B. DE C.V. $00.00%0 -110-100.0% -$8,302 清仓
SHLD GLOBAL X FDS $00.00%0 -100-100.0% -$7,084 清仓
EW EDWARDS LIFESCIENCES CORP $00.00%0 -75-100.0% -$6,006 清仓
ETH GRAYSCALE ETHEREUM STAKING $00.00%0 -278-100.0% -$5,522 清仓
CCL CARNIVAL CORP $00.00%0 -200-100.0% -$5,176 清仓
TNDM TANDEM DIABETES CARE INC $00.00%0 -240-100.0% -$4,601 清仓
FTGS FIRST TR EXCHANGE-TRADED FD $00.00%0 -135-100.0% -$4,597 清仓
DXYZ DESTINY TECH100 INC $00.00%0 -165-100.0% -$4,419 清仓
SCHP SCHWAB STRATEGIC TR $00.00%0 -141-100.0% -$3,753 清仓
LQD ISHARES TR $00.00%0 -21-100.0% -$2,289 清仓
PAX PATRIA INVESTMENTS LIMITED $00.00%0 -39-100.0% -$492 清仓
SMR NUSCALE PWR CORP $00.00%0 -35-100.0% -$380 清仓
FG F&G ANNUITIES & LIFE INC $00.00%0 -13-100.0% -$330 清仓
— GABELLI EQUITY TR INC $00.00%0 -19,000-100.0% -$133 清仓
PNR PENTAIR PLC $00.00%0 -1-100.0% -$88 清仓
— DIGIMARC CORP NEW $00.00%0 -17-100.0% -$84 清仓
VTIP VANGUARD MALVERN FDS $00.00%0 -1-100.0% -$50 清仓
JETS ETF SER SOLUTIONS $00.00%0 0— -$7 清仓
WEST WESTROCK COFFEE CO $00.00%25 00.0% — 不变
— ABRDN GLOBAL DYNAMIC DIVIDEN $20.00%0 0— -$2 清仓
— WORKHORSE GROUP INC $40.00%1 00.0% — 不变
— PDS BIOTECHNOLOGY CORP $50.00%5 00.0% — 不变
— VINCE HLDG CORP $80.00%1 00.0% — 不变
— BEYOND MEAT INC $110.00%14 00.0% — 不变
— FIRY INC $110.00%1 00.0% — 不变
— GAMBLING COM GROUP LIMITED $380.00%20 00.0% — 不变
PINS PINTEREST INC $430.00%2 00.0% — 不变
NVAX NOVAVAX INC $570.00%6 -52-89.7% -$494 减仓
LCID LUCID GROUP INC $670.00%10 00.0% — 不变
— ATAIBECKLEY INC $800.00%15 15— $80 新建仓
OUSA ALPS ETF TR $1170.00%2 00.0% — 不变
NOK NOKIA CORP $1200.00%9 00.0% — 不变
ANGX ANGEL STUDIOS INC. $1950.00%53 00.0% — 不变
VTWV VANGUARD SCOTTSDALE FDS $2170.00%1 00.0% — 不变
WEN WENDYS CO $2200.00%27 13.8% $8 加仓
WHR WHIRLPOOL CORP $2370.00%6 00.0% — 不变
AA ALCOA CORP $2610.00%5 00.0% — 不变
CMPS COMPASS PATHWAYS PLC $2830.00%20 20— $283 新建仓
BHF BRIGHTHOUSE FINL INC $3170.00%5 00.0% — 不变
GTX GARRETT MOTION INC $5760.00%16 16— $576 新建仓
KD KYNDRYL HLDGS INC $6110.00%54 00.0% — 不变
DOCN DIGITALOCEAN HLDGS INC $6290.00%4 4— $629 新建仓
SOXX ISHARES TR $6410.00%1 1— $641 新建仓
UBS UBS GROUP AG $6450.00%13 00.0% — 不变
VYX NCR VOYIX CORPORATION $7190.00%88 00.0% — 不变
— AMERICAN BITCOIN CORP. $7500.00%1,100 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $7780.00%20 00.0% — 不变
DKNG DRAFTKINGS INC NEW $8340.00%33 00.0% — 不变
— PATRIOT NATL BANCORP INC $9580.00%1,000 00.0% — 不变
MANH MANHATTAN ASSOCIATES INC $9750.00%7 7— $975 新建仓
AMCR AMCOR PLC $9980.00%23 23— $998 新建仓
CI THE CIGNA GROUP $1,1030.00%4 00.0% — 不变
AXON AXON ENTERPRISE INC $1,1220.00%2 00.0% — 不变
TEAM ATLASSIAN CORPORATION $1,1670.00%15 15— $1,167 新建仓
— AVANOS MED INC $1,1950.00%48 00.0% — 不变
CC CHEMOURS CO $1,2320.00%60 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $1,3060.00%170 170— $1,306 新建仓
HIG HARTFORD INSURANCE GROUP INC $1,3260.00%10 00.0% — 不变
VRT VERTIV HOLDINGS CO $1,3400.00%4 4— $1,340 新建仓
VIAV VIAVI SOLUTIONS INC $1,3610.00%29 00.0% — 不变
MSTR STRATEGY INC $1,3910.00%16 00.0% — 不变
BTG B2GOLD CORP $1,4400.00%385 00.0% — 不变
BAH BOOZ ALLEN HAMILTON HLDG COR $1,4570.00%24 24— $1,457 新建仓
ABEO ABEONA THERAPEUTICS INC $1,4840.00%240 00.0% — 不变
BMI BADGER METER INC $1,4840.00%10 10— $1,484 新建仓
MOO VANECK ETF TRUST $1,5050.00%19 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $1,5100.00%10 10— $1,510 新建仓
DIA STATE STR SPDR DOW JONES IND $1,5680.00%3 00.0% — 不变
UNIT UNITI GROUP LLC $1,6060.00%140 00.0% — 不变
SXC SUNCOKE ENERGY INC $1,6350.00%203 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $1,7070.00%12 -5-29.4% -$711 减仓
SEZL SEZZLE INC $1,7170.00%10 00.0% — 不变