BEACON INVESTMENT ADVISORY SERVICES, INC.
MORRISTOWN NJ · SEC CIK 0001654599
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| LITE | LUMENTUM HLDGS INC | $6,865 | 0.00% | 8 | 3 | 60.0% | $2,574 | 加仓 |
| PATH | UIPATH INC | $6,881 | 0.00% | 633 | 250 | 65.3% | $2,718 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $6,950 | 0.00% | 193 | 30 | 18.4% | $1,080 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $6,955 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $7,010 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $7,026 | 0.00% | 11 | 11 | — | $7,026 | 新建仓 |
| ILMN | ILLUMINA INC | $7,034 | 0.00% | 40 | -58 | -59.2% | -$1.02万 | 减仓 |
| KHC | KRAFT HEINZ CO | $7,157 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $7,340 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $7,387 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| FSK | FS KKR CAP CORP | $7,508 | 0.00% | 715 | -455 | -38.9% | -$4,778 | 减仓 |
| IAUM | ISHARES GOLD TRUST MICRO | $7,562 | 0.00% | 189 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $7,564 | 0.00% | 108 | 0 | 0.0% | — | 不变 |
| MSB | MESABI TR | $7,590 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VLY | VALLEY NATL BANCORP | $7,677 | 0.00% | 524 | -3,287 | -86.3% | -$4.82万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $7,746 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| LOAR | LOAR HOLDINGS INC | $8,061 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| GSL | GLOBAL SHIP LEASE INC | $8,093 | 0.00% | 215 | 215 | — | $8,093 | 新建仓 |
| MAS | MASCO CORP | $8,137 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VAW | VANGUARD WORLD FD | $8,237 | 0.00% | 36 | 36 | — | $8,237 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $8,257 | 0.00% | 23 | -126 | -84.6% | -$4.52万 | 减仓 |
| ADMA | ADMA BIOLOGICS INC | $8,370 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| KRNY | KEARNY FINL CORP MD | $8,619 | 0.00% | 911 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $8,712 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $8,963 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| AEE | AMEREN CORP | $9,157 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| PTEN | PATTERSON-UTI ENERGY INC | $9,180 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| MICC | MAGNUM ICE CREAM CO NV | $9,402 | 0.00% | 540 | 0 | 0.0% | — | 不变 |
| IWX | ISHARES TR | $9,465 | 0.00% | 90 | 0 | 0.0% | — | 不变 |
| PD | PAGERDUTY INC | $9,650 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ITM | VANECK ETF TRUST | $9,727 | 0.00% | 207 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP | $9,891 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $1.01万 | 0.00% | 14 | -9 | -39.1% | -$6,481 | 减仓 |
| DIVB | ISHARES TR | $1.02万 | 0.00% | 165 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $1.02万 | 0.00% | 6 | -6 | -50.0% | -$1.02万 | 减仓 |
| FTDR | FRONTDOOR INC | $1.06万 | 0.00% | 137 | 0 | 0.0% | — | 不变 |
| XLRE | SELECT SECTOR SPDR TR | $1.08万 | 0.00% | 246 | 92 | 59.7% | $4,051 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $1.09万 | 0.00% | 216 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1.09万 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| TROW | PRICE T ROWE GROUP INC | $1.10万 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $1.11万 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| WRB | BERKLEY W R CORP | $1.11万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $1.12万 | 0.00% | 290 | -50 | -14.7% | -$1,925 | 减仓 |
| NUV | NUVEEN MUN VALUE FD INC | $1.13万 | 0.00% | 1,224 | 0 | 0.0% | — | 不变 |
| FMAT | FIDELITY COVINGTON TRUST | $1.15万 | 0.00% | 196 | 0 | 0.0% | — | 不变 |
| IJS | ISHARES TR | $1.15万 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $1.15万 | 0.00% | 281 | 0 | 0.0% | — | 不变 |
| VOX | VANGUARD WORLD FD | $1.17万 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| BP | BP PLC | $1.18万 | 0.00% | 319 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1.19万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| CNI | CANADIAN NATL RY CO | $1.19万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL INC | $1.20万 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| — | PROSHARES TR | $1.23万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| ET | ENERGY TRANSFER L P | $1.23万 | 0.00% | 646 | 259 | 66.9% | $4,949 | 加仓 |
| PFM | INVESCO EXCHANGE TRADED FD T | $1.25万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| FSLY | FASTLY INC | $1.25万 | 0.00% | 681 | 0 | 0.0% | — | 不变 |
| — | COHEN & STEERS CLOSED-END | $1.32万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| — | BCB BANCORP INC | $1.32万 | 0.00% | 1,234 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.33万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $1.36万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $1.37万 | 0.00% | 1,395 | -16,825 | -92.3% | -$16.51万 | 减仓 |
| PII | POLARIS INC | $1.37万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $1.39万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| TRI | THOMSON REUTERS CORP | $1.40万 | 0.00% | 171 | -298 | -63.5% | -$2.43万 | 减仓 |
| EIS | ISHARES INC | $1.40万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| OMCL | OMNICELL COM | $1.40万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.42万 | 0.00% | 164 | -290 | -63.9% | -$2.51万 | 减仓 |
| — | EAGLE CAP GROWTH FD INC | $1.43万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $1.44万 | 0.00% | 106 | -39 | -26.9% | -$5,286 | 减仓 |
| EVRG | EVERGY INC | $1.46万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $1.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.47万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $1.48万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| NEXT | NEXTDECADE CORP | $1.51万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1.53万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.55万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $1.55万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $1.56万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.58万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.58万 | 0.00% | 120 | 20 | 20.0% | $2,632 | 加仓 |
| MUB | ISHARES TR | $1.58万 | 0.00% | 147 | 13 | 9.7% | $1,399 | 加仓 |
| AVDV | AMERICAN CENTY ETF TR | $1.59万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.61万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $1.62万 | 0.00% | 123 | 1 | 0.8% | $132 | 加仓 |
| CLX | CLOROX CO DEL | $1.62万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.63万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| IDOG | ALPS ETF TR | $1.65万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.66万 | 0.00% | 17 | 4 | 30.8% | $3,913 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1.67万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $1.67万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $1.68万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| RWR | SPDR SERIES TRUST | $1.69万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $1.70万 | 0.00% | 3,504 | 3,504 | — | $1.70万 | 新建仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $1.71万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $1.72万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $1.73万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.77万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $1.78万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $1.82万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1.82万 | 0.00% | 500 | -136 | -21.4% | -$4,963 | 减仓 |