13F 机构持仓

BEACON INVESTMENT ADVISORY SERVICES, INC.

MORRISTOWN NJ · SEC CIK 0001654599

2026Q22026Q1 更早 9 个季度 🔒
$24.35亿2026Q1 申报市值
785持仓数
34.3%前十大占比 · 第一大 7.1%
520 / 5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 7.1%
IJR 5.4%
IAU 3.5%
MSFT 2.8%
VCSH 2.8%
VEA 2.7%
AAPL 2.7%
SHY 2.7%
JPM 2.4%
NVDA 2.3%

2026Q1 买入最多 按季末市值估算

CVX 加仓+$2,204.37万
AMGN 加仓+$1,783.56万
VIG 加仓+$1,698.65万
IJR 加仓+$1,527.14万
GEV 加仓+$1,373.16万

2026Q1 卖出最多 按季末市值估算

GOOGL 减仓-$2,065.26万
TJX 减仓-$1,277.52万
HD 减仓-$1,187.71万
SPY 减仓-$1,143.77万
JPM 减仓-$838.06万

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
RKLB ROCKET LAB CORP $5,5230.00%86 86— $5,523 新建仓
LOAR LOAR HOLDINGS INC $5,7290.00%100 100— $5,729 新建仓
— TWO RDS SHARED TR $5,7920.00%174 174— $5,792 新建仓
INGR INGREDION INC $5,8590.00%52 52— $5,859 新建仓
— DUPONT DE NEMOURS INC $5,8630.00%128 128— $5,863 新建仓
SKYD PARAMOUNT SKYDANCE CORP $5,9450.00%659 659— $5,945 新建仓
EW EDWARDS LIFESCIENCES CORP $6,0060.00%75 75— $6,006 新建仓
WCN WASTE CONNECTIONS INC $6,0110.00%37 37— $6,011 新建仓
VSNT VERSANT MEDIA GROUP INC $6,0350.00%163 163— $6,035 新建仓
MAS MASCO CORP $6,0370.00%100 100— $6,037 新建仓
NXPI NXP SEMICONDUCTORS N V $6,1030.00%31 31— $6,103 新建仓
RXRX RECURSION PHARMACEUTICALS IN $6,1400.00%2,000 2,000— $6,140 新建仓
PD PAGERDUTY INC $6,2100.00%1,000 1,000— $6,210 新建仓
XLRE SELECT SECTOR SPDR TR $6,2880.00%154 154— $6,288 新建仓
BJ BJS WHSL CLUB HLDGS INC $6,4960.00%66 66— $6,496 新建仓
WAB WABTEC $6,4980.00%26 26— $6,498 新建仓
IJJ ISHARES TR $6,6250.00%50 50— $6,625 新建仓
— ELECTRONIC ARTS INC $6,7280.00%33 33— $6,728 新建仓
KHC KRAFT HEINZ CO $6,8150.00%303 303— $6,815 新建仓
KRNY KEARNY FINL CORP MD $6,8790.00%911 911— $6,879 新建仓
BAM BROOKFIELD ASSET MANAGMT LTD $6,9790.00%157 157— $6,979 新建仓
HSY HERSHEY CO $7,0690.00%34 34— $7,069 新建仓
SHLD GLOBAL X FDS $7,0840.00%100 100— $7,084 新建仓
HCA HCA HEALTHCARE INC $7,0990.00%15 15— $7,099 新建仓
FDX FEDEX CORP $7,1240.00%20 20— $7,124 新建仓
EOG EOG RES INC $7,2290.00%50 50— $7,229 新建仓
FTDR FRONTDOOR INC $7,2420.00%137 137— $7,242 新建仓
TECH BIO-TECHNE CORP $7,3170.00%140 140— $7,317 新建仓
ET ENERGY TRANSFER L P $7,4700.00%387 387— $7,470 新建仓
STZ CONSTELLATION BRANDS INC $7,5000.00%50 50— $7,500 新建仓
MICC MAGNUM ICE CREAM CO NV $8,0730.00%540 540— $8,073 新建仓
MOAT VANECK ETF TRUST $8,2200.00%85 85— $8,220 新建仓
VIST VISTA ENERGY S.A.B. DE C.V. $8,3020.00%110 110— $8,302 新建仓
HPE HEWLETT PACKARD ENTERPRISE C $8,3340.00%350 350— $8,334 新建仓
IWX ISHARES TR $8,3410.00%90 90— $8,341 新建仓
VCIT VANGUARD SCOTTSDALE FDS $8,6060.00%104 104— $8,606 新建仓
TROW PRICE T ROWE GROUP INC $8,7440.00%97 97— $8,744 新建仓
IAUM ISHARES GOLD TR $8,8270.00%189 189— $8,827 新建仓
DIVB ISHARES TR $8,9020.00%165 165— $8,902 新建仓
AEE AMEREN CORP $8,9040.00%81 81— $8,904 新建仓
ADMA ADMA BIOLOGICS INC $9,0100.00%1,000 1,000— $9,010 新建仓
VGSH VANGUARD SCOTTSDALE FDS $9,0160.00%154 154— $9,016 新建仓
ASML ASML HLDG NV $9,2460.00%7 7— $9,246 新建仓
MSB MESABI TR $9,4500.00%300 300— $9,450 新建仓
ITM VANECK ETF TRUST $9,6120.00%207 207— $9,612 新建仓
IWB ISHARES TR $9,6280.00%27 27— $9,628 新建仓
LII LENNOX INTL INC $9,7470.00%21 21— $9,747 新建仓
SPDW SPDR INDEX SHS FDS $9,8490.00%216 216— $9,849 新建仓
ZWS ZURN ELKAY WATER SOLNS CORP $9,9100.00%221 221— $9,910 新建仓
IJS ISHARES TR $9,9500.00%84 84— $9,950 新建仓
HLT HILTON WORLDWIDE HLDGS INC $1.00万0.00%33 33— $1.00万 新建仓
LPLA LPL FINL HLDGS INC $1.02万0.00%34 34— $1.02万 新建仓
CNI CANADIAN NATL RY CO $1.03万0.00%100 100— $1.03万 新建仓
WRB BERKLEY W R CORP $1.04万0.00%157 157— $1.04万 新建仓
— PROSHARES TR $1.06万0.00%150 150— $1.06万 新建仓
PTEN PATTERSON-UTI ENERGY INC $1.08万0.00%1,000 1,000— $1.08万 新建仓
IFF INTERNATIONAL FLAVORS&FRAGRA $1.09万0.00%150 150— $1.09万 新建仓
PII POLARIS INC $1.09万0.00%200 200— $1.09万 新建仓
MRVL MARVELL TECHNOLOGY INC $1.10万0.00%111 111— $1.10万 新建仓
NUV NUVEEN MUN VALUE FD INC $1.10万0.00%1,224 1,224— $1.10万 新建仓
— BCB BANCORP INC $1.11万0.00%1,234 1,234— $1.11万 新建仓
ORI OLD REP INTL CORP $1.12万0.00%281 281— $1.12万 新建仓
CIBR FIRST TR EXCHANGE-TRADED FD $1.12万0.00%179 179— $1.12万 新建仓
PPL PPL CORP $1.13万0.00%295 295— $1.13万 新建仓
OMCL OMNICELL COM $1.13万0.00%338 338— $1.13万 新建仓
FMAT FIDELITY COVINGTON TRUST $1.13万0.00%196 196— $1.13万 新建仓
VOX VANGUARD WORLD FD $1.15万0.00%64 64— $1.15万 新建仓
PFM INVESCO EXCHANGE TRADED FD T $1.15万0.00%225 225— $1.15万 新建仓
PH PARKER-HANNIFIN CORP $1.16万0.00%13 13— $1.16万 新建仓
Q QNITY ELECTRONICS INC $1.18万0.00%102 102— $1.18万 新建仓
FSK FS KKR CAP CORP $1.19万0.00%1,170 1,170— $1.19万 新建仓
ILMN ILLUMINA INC $1.21万0.00%98 98— $1.21万 新建仓
PGR PROGRESSIVE CORP $1.21万0.00%61 61— $1.21万 新建仓
— COHEN & STEERS CLOSED-END $1.22万0.00%950 950— $1.22万 新建仓
SMH VANECK ETF TRUST $1.23万0.00%32 32— $1.23万 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $1.23万0.00%200 200— $1.23万 新建仓
PWR QUANTA SVCS INC $1.26万0.00%23 23— $1.26万 新建仓
VOT VANGUARD INDEX FDS $1.29万0.00%50 50— $1.29万 新建仓
CRSP CRISPR THERAPEUTICS AG $1.29万0.00%271 271— $1.29万 新建仓
SPYD SPDR SERIES TRUST $1.30万0.00%285 285— $1.30万 新建仓
BR BROADRIDGE FINL SOLUTIONS IN $1.33万0.00%82 82— $1.33万 新建仓
WBI WATERBRIDGE INFRASTRUCTURE L $1.34万0.00%500 500— $1.34万 新建仓
BIPC BROOKFIELD INFRASTRUCTURE CO $1.34万0.00%340 340— $1.34万 新建仓
EIS ISHARES INC $1.35万0.00%116 116— $1.35万 新建仓
AZO AUTOZONE INC $1.35万0.00%4 4— $1.35万 新建仓
AWK AMERICAN WTR WKS CO INC NEW $1.36万0.00%100 100— $1.36万 新建仓
EVRG EVERGY INC $1.38万0.00%169 169— $1.38万 新建仓
AIQ GLOBAL X FDS $1.40万0.00%300 300— $1.40万 新建仓
— SPDR SERIES TRUST $1.40万0.00%140 140— $1.40万 新建仓
TPR TAPESTRY INC $1.41万0.00%100 100— $1.41万 新建仓
— EAGLE CAP GROWTH FD INC $1.41万0.00%1,400 1,400— $1.41万 新建仓
MUB ISHARES TR $1.42万0.00%134 134— $1.42万 新建仓
QQQM INVESCO EXCH TRADED FD TR II $1.43万0.00%60 60— $1.43万 新建仓
EIX EDISON INTL $1.46万0.00%200 200— $1.46万 新建仓
MAR MARRIOTT INTL INC NEW $1.47万0.00%45 45— $1.47万 新建仓
VFH VANGUARD WORLD FD $1.48万0.00%122 122— $1.48万 新建仓
ES EVERSOURCE ENERGY $1.48万0.00%214 214— $1.48万 新建仓
IJT ISHARES TR $1.49万0.00%103 103— $1.49万 新建仓
BP BP PLC $1.50万0.00%319 319— $1.50万 新建仓
CNS COHEN & STEERS INC $1.50万0.00%240 240— $1.50万 新建仓