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
POST POST HLDGS INC $1,7660.00%20 00.0% — 不变
ELS EQUITY LIFESTYLE PROPERTIES $1,8050.00%28 28— $1,805 新建仓
CLS CELESTICA INC $1,8240.00%5 5— $1,824 新建仓
NATL NCR ATLEOS CORPORATION $1,9110.00%44 00.0% — 不变
TWLO TWILIO INC $2,0640.00%10 10— $2,064 新建仓
— OCCIDENTAL PETE CORP $2,0780.00%78 00.0% — 不变
— SIMPLIFY EXCHANGE TRADED FUN $2,1020.00%131 131— $2,102 新建仓
XOVR ENTREPRENEURSHARES SERIES TR $2,1050.00%100 100— $2,105 新建仓
NOVT NOVANTA INC $2,1100.00%13 13— $2,110 新建仓
NCLH NORWEGIAN CRUISE LINE HLDGS $2,1110.00%100 00.0% — 不变
HROW HARROW INC $2,1240.00%50 00.0% — 不变
HLN HALEON PLC $2,1370.00%229 00.0% — 不变
MCK MCKESSON CORP $2,2670.00%3 3— $2,267 新建仓
LEN LENNAR CORP $2,3530.00%26 26— $2,353 新建仓
FICO FAIR ISAAC CORP $2,3900.00%2 00.0% — 不变
FND FLOOR & DECOR HLDGS INC $2,4340.00%41 41— $2,434 新建仓
NSIT INSIGHT ENTERPRISES INC $2,4360.00%20 20— $2,436 新建仓
LEVI LEVI STRAUSS & CO NEW $2,4830.00%100 00.0% — 不变
CSGP COSTAR GROUP INC $2,4930.00%88 88— $2,493 新建仓
INSM INSMED INC $2,5590.00%24 24— $2,559 新建仓
BABA ALIBABA GROUP HLDG LTD $2,5920.00%27 27— $2,592 新建仓
CFR CULLEN FROST BANKERS INC $2,6270.00%17 17— $2,627 新建仓
TMDX TRANSMEDICS GROUP INC $2,6570.00%40 00.0% — 不变
DOCU DOCUSIGN INC $2,6660.00%60 -1,300-95.6% -$5.78万 减仓
GMED GLOBUS MED INC $2,6870.00%34 00.0% — 不变
— ISHARES INC $2,6960.00%57 57— $2,696 新建仓
MPWR MONOLITHIC PWR SYS INC $2,7650.00%2 2— $2,765 新建仓
BAX BAXTER INTL INC $2,8360.00%133 00.0% — 不变
CCL CARNIVAL CORP LTD $2,8570.00%100 100— $2,857 新建仓
ABNB AIRBNB INC $2,8620.00%20 20— $2,862 新建仓
TTE TOTALENERGIES SE $2,9550.00%38 38— $2,955 新建仓
TDC TERADATA CORP DEL $3,0500.00%88 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $3,0590.00%37 -67-64.4% -$5,539 减仓
GERN GERON CORP $3,0720.00%2,400 00.0% — 不变
RPM RPM INTL INC $3,1130.00%28 28— $3,113 新建仓
PPTA PERPETUA RESOURCES CORP $3,1140.00%150 00.0% — 不变
SNPS SYNOPSYS INC $3,1230.00%7 7— $3,123 新建仓
FDX FEDEX CORP $3,1320.00%10 -10-50.0% -$3,132 减仓
DE DEERE & CO $3,1340.00%5 -1,295-99.6% -$81.17万 减仓
SWX SOUTHWEST GAS HLDGS INC $3,1930.00%36 -196-84.5% -$1.74万 减仓
SONY SONY GROUP CORP $3,2100.00%160 160— $3,210 新建仓
AMP AMERIPRISE FINL INC $3,2120.00%7 7— $3,212 新建仓
YUMC YUM CHINA HLDGS INC $3,2700.00%80 00.0% — 不变
QUAL ISHARES TR $3,3650.00%15 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $3,3780.00%9 9— $3,378 新建仓
IWS ISHARES TR $3,4570.00%21 00.0% — 不变
BXSL BLACKSTONE SECD LENDING FD $3,4830.00%147 147— $3,483 新建仓
WCN WASTE CONNECTIONS INC $3,5010.00%21 -16-43.2% -$2,667 减仓
PPT PUTNAM PREMIER INCOME TR $3,5880.00%1,028 00.0% — 不变
ENTG ENTEGRIS INC $3,5980.00%20 20— $3,598 新建仓
BIZD VANECK ETF TRUST $3,6640.00%289 289— $3,664 新建仓
BNDX VANGUARD CHARLOTTE FDS $3,7300.00%77 00.0% — 不变
BG BUNGE GLOBAL SA $3,7360.00%35 00.0% — 不变
MNST MONSTER BEVERAGE CORP NEW $3,7490.00%39 39— $3,749 新建仓
TDG TRANSDIGM GROUP INC $3,9970.00%3 3— $3,997 新建仓
SBRA SABRA HEALTH CARE REIT INC $4,0000.00%205 00.0% — 不变
NTRA NATERA INC $4,0720.00%15 15— $4,072 新建仓
ODFL OLD DOMINION FREIGHT LINE IN $4,1160.00%19 19— $4,116 新建仓
APPF APPFOLIO INC $4,1700.00%26 26— $4,170 新建仓
HYD VANECK ETF TRUST $4,1730.00%81 00.0% — 不变
CBRE CBRE GROUP INC $4,1760.00%31 31— $4,176 新建仓
CBLL CERIBELL INC $4,1820.00%215 00.0% — 不变
PDI PIMCO DYNAMIC INCOME FD $4,2280.00%253 253— $4,228 新建仓
FNDA SCHWAB STRATEGIC TR $4,2630.00%112 00.0% — 不变
HWM HOWMET AEROSPACE INC $4,3020.00%16 00.0% — 不变
QGRO AMERICAN CENTY ETF TR $4,4230.00%37 00.0% — 不变
BAM BROOKFIELD ASSET MANAGMT LTD $4,4850.00%100 -57-36.3% -$2,556 减仓
SNDK SANDISK CORP $4,5480.00%2 2— $4,548 新建仓
KNSL KINSALE CAP GROUP INC $4,6180.00%14 14— $4,618 新建仓
VMBS VANGUARD SCOTTSDALE FDS $4,6350.00%99 00.0% — 不变
MOAT VANECK ETF TRUST $4,6790.00%45 -40-47.1% -$4,159 减仓
TFI SPDR SERIES TRUST $4,8090.00%105 00.0% — 不变
INGR INGREDION INC $4,9250.00%52 00.0% — 不变
VEEV VEEVA SYS INC $4,9700.00%28 28— $4,970 新建仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $5,0330.00%253 253— $5,033 新建仓
FYX FIRST TR EXCHANGE-TRADED ALP $5,0510.00%35 00.0% — 不变
COIN COINBASE GLOBAL INC $5,1170.00%35 25250.0% $3,655 加仓
BTC GRAYSCALE BITCOIN MINI TR ET $5,3360.00%206 -304-59.6% -$7,874 减仓
— LAZARD GLOBAL TOTAL RETURN & $5,5440.00%300 00.0% — 不变
EWJ ISHARES INC $5,5970.00%60 00.0% — 不变
PPL PPL CORP $5,6350.00%155 -140-47.5% -$5,090 减仓
DD DUPONT DE NEMOURS INC $5,6970.00%42 -86-67.2% -$1.17万 减仓
OGN ORGANON & CO $5,7550.00%425 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $5,7570.00%66 00.0% — 不变
HCA HCA HEALTHCARE INC $5,8490.00%15 00.0% — 不变
QQQJ INVESCO EXCH TRADED FD TR II $5,9180.00%130 00.0% — 不变
HSY HERSHEY CO $5,9660.00%34 00.0% — 不变
CEVA CEVA INC $6,0370.00%128 128— $6,037 新建仓
— SIFY TECHNOLOGIES LTD $6,0800.00%366 00.0% — 不变
ENPH ENPHASE ENERGY INC $6,1550.00%125 00.0% — 不变
HEI/A HEICO CORP NEW $6,1900.00%24 24— $6,190 新建仓
BITQ BITWISE FUNDS TRUST $6,3700.00%260 00.0% — 不变
VOD VODAFONE GROUP PLC $6,4410.00%487 487— $6,441 新建仓
EOG EOG RES INC $6,4870.00%50 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CORP $6,4980.00%659 00.0% — 不变
BBWI BATH & BODY WORKS INC $6,6620.00%288 00.0% — 不变
— TWO RDS SHARED TR $6,6700.00%174 00.0% — 不变
SE SEA LTD $6,7090.00%70 70— $6,709 新建仓
— ELECTRONIC ARTS INC $6,7670.00%33 00.0% — 不变
VMC VULCAN MATLS CO $6,7860.00%23 23— $6,786 新建仓