BEACON INVESTMENT ADVISORY SERVICES, INC.
MORRISTOWN NJ · SEC CIK 0001654599
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CHRW | C H ROBINSON WORLDWIDE IN | $3.32万 | 0.00% | 200 | 200 | — | $3.32万 | 新建仓 |
| PATK | PATRICK INDS INC | $3.33万 | 0.00% | 300 | 300 | — | $3.33万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $3.34万 | 0.00% | 125 | 125 | — | $3.34万 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $3.37万 | 0.00% | 194 | 194 | — | $3.37万 | 新建仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $3.37万 | 0.00% | 300 | 300 | — | $3.37万 | 新建仓 |
| GAP | GAP INC | $3.39万 | 0.00% | 1,400 | 1,400 | — | $3.39万 | 新建仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $3.45万 | 0.00% | 476 | 476 | — | $3.45万 | 新建仓 |
| BNS | BANK NOVA SCOTIA B C | $3.47万 | 0.00% | 500 | 500 | — | $3.47万 | 新建仓 |
| BALL | BALL CORP | $3.55万 | 0.00% | 600 | 600 | — | $3.55万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $3.57万 | 0.00% | 454 | 454 | — | $3.57万 | 新建仓 |
| PRF | INVESCO EXCHANGE TRADED FD T | $3.61万 | 0.00% | 760 | 760 | — | $3.61万 | 新建仓 |
| SWK | STANLEY BLACK & DECKER INC | $3.62万 | 0.00% | 510 | 510 | — | $3.62万 | 新建仓 |
| — | AMERICAN RES CORP | $3.63万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $3.66万 | 0.00% | 521 | 521 | — | $3.66万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $3.73万 | 0.00% | 149 | 149 | — | $3.73万 | 新建仓 |
| MGC | VANGUARD WORLD FD | $3.76万 | 0.00% | 159 | 159 | — | $3.76万 | 新建仓 |
| SPYV | SPDR SERIES TRUST | $3.80万 | 0.00% | 671 | 671 | — | $3.80万 | 新建仓 |
| KR | KROGER CO | $3.80万 | 0.00% | 525 | 525 | — | $3.80万 | 新建仓 |
| D | DOMINION ENERGY INC | $3.83万 | 0.00% | 620 | 620 | — | $3.83万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $3.84万 | 0.00% | 821 | 821 | — | $3.84万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $3.87万 | 0.00% | 74 | 74 | — | $3.87万 | 新建仓 |
| FCOM | FIDELITY COVINGTON TRUST | $3.90万 | 0.00% | 572 | 572 | — | $3.90万 | 新建仓 |
| HAL | HALLIBURTON CO | $3.90万 | 0.00% | 1,000 | 1,000 | — | $3.90万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $3.96万 | 0.00% | 993 | 993 | — | $3.96万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $4.00万 | 0.00% | 68 | 68 | — | $4.00万 | 新建仓 |
| DLS | WISDOMTREE TR | $4.08万 | 0.00% | 500 | 500 | — | $4.08万 | 新建仓 |
| EVER | EVERQUOTE INC | $4.10万 | 0.00% | 2,661 | 2,661 | — | $4.10万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $4.16万 | 0.00% | 200 | 200 | — | $4.16万 | 新建仓 |
| VNQ | VANGUARD INDEX FDS | $4.17万 | 0.00% | 470 | 470 | — | $4.17万 | 新建仓 |
| MUNI | PIMCO ETF TR | $4.18万 | 0.00% | 800 | 800 | — | $4.18万 | 新建仓 |
| XLY | SELECT SECTOR SPDR TR | $4.18万 | 0.00% | 384 | 384 | — | $4.18万 | 新建仓 |
| QSR | RESTAURANT BRANDS INTL INC | $4.20万 | 0.00% | 568 | 568 | — | $4.20万 | 新建仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $4.20万 | 0.00% | 650 | 650 | — | $4.20万 | 新建仓 |
| FNDE | SCHWAB STRATEGIC TR | $4.21万 | 0.00% | 1,100 | 1,100 | — | $4.21万 | 新建仓 |
| MSI | MOTOROLA SOLUTIONS INC | $4.21万 | 0.00% | 97 | 97 | — | $4.21万 | 新建仓 |
| — | THOMSON REUTERS CORP | $4.22万 | 0.00% | 469 | 469 | — | $4.22万 | 新建仓 |
| ODC | OIL DRI CORP AMER | $4.23万 | 0.00% | 650 | 650 | — | $4.23万 | 新建仓 |
| CCI | CROWN CASTLE INC | $4.24万 | 0.00% | 522 | 522 | — | $4.24万 | 新建仓 |
| ONEQ | FIDELITY COMWLTH TR | $4.25万 | 0.00% | 501 | 501 | — | $4.25万 | 新建仓 |
| IUSG | ISHARES TR | $4.27万 | 0.00% | 275 | 275 | — | $4.27万 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $4.33万 | 0.00% | 23 | 23 | — | $4.33万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $4.35万 | 0.00% | 208 | 208 | — | $4.35万 | 新建仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $4.36万 | 0.00% | 981 | 981 | — | $4.36万 | 新建仓 |
| SLV | ISHARES SILVER TR | $4.49万 | 0.00% | 659 | 659 | — | $4.49万 | 新建仓 |
| VCR | VANGUARD WORLD FD | $4.50万 | 0.00% | 125 | 125 | — | $4.50万 | 新建仓 |
| IVES | WEDBUSH SER TR | $4.51万 | 0.00% | 1,590 | 1,590 | — | $4.51万 | 新建仓 |
| EBAY | EBAY INC. | $4.54万 | 0.00% | 499 | 499 | — | $4.54万 | 新建仓 |
| GRNY | TIDAL TRUST I | $4.55万 | 0.00% | 1,905 | 1,905 | — | $4.55万 | 新建仓 |
| RS | RELIANCE INC | $4.56万 | 0.00% | 150 | 150 | — | $4.56万 | 新建仓 |
| GIS | GENERAL MILLS INC | $4.58万 | 0.00% | 1,231 | 1,231 | — | $4.58万 | 新建仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $4.67万 | 0.00% | 403 | 403 | — | $4.67万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $4.68万 | 0.00% | 3,811 | 3,811 | — | $4.68万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $4.68万 | 0.00% | 250 | 250 | — | $4.68万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $4.69万 | 0.00% | 254 | 254 | — | $4.69万 | 新建仓 |
| — | WISDOMTREE TR | $4.72万 | 0.00% | 408 | 408 | — | $4.72万 | 新建仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $4.75万 | 0.00% | 2,782 | 2,782 | — | $4.75万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $4.77万 | 0.00% | 188 | 188 | — | $4.77万 | 新建仓 |
| — | WELLS FARGO & CO | $4.79万 | 0.00% | 42 | 42 | — | $4.79万 | 新建仓 |
| ARKQ | ARK ETF TR | $4.80万 | 0.00% | 427 | 427 | — | $4.80万 | 新建仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $4.84万 | 0.00% | 1,055 | 1,055 | — | $4.84万 | 新建仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $4.88万 | 0.00% | 3,036 | 3,036 | — | $4.88万 | 新建仓 |
| RBA | RB GLOBAL INC | $4.89万 | 0.00% | 510 | 510 | — | $4.89万 | 新建仓 |
| FV | FIRST TR EXCHANGE TRADED FD | $5.06万 | 0.00% | 838 | 838 | — | $5.06万 | 新建仓 |
| NFLX | NETFLIX INC. | $5.10万 | 0.00% | 530 | 530 | — | $5.10万 | 新建仓 |
| — | ESPEY MFG & ELECTRS CORP | $5.13万 | 0.00% | 925 | 925 | — | $5.13万 | 新建仓 |
| BLK | BLACKROCK INC | $5.19万 | 0.00% | 54 | 54 | — | $5.19万 | 新建仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $5.26万 | 0.00% | 885 | 885 | — | $5.26万 | 新建仓 |
| AVT | AVNET INC | $5.36万 | 0.00% | 870 | 870 | — | $5.36万 | 新建仓 |
| — | INVESCO EXCHANGE TRADED FD T | $5.50万 | 0.00% | 1,421 | 1,421 | — | $5.50万 | 新建仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $5.57万 | 0.00% | 600 | 600 | — | $5.57万 | 新建仓 |
| BIDU | BAIDU INC | $5.57万 | 0.00% | 500 | 500 | — | $5.57万 | 新建仓 |
| VICI | VICI PPTYS INC | $5.62万 | 0.00% | 2,057 | 2,057 | — | $5.62万 | 新建仓 |
| BCE | BCE INC | $5.63万 | 0.00% | 2,229 | 2,229 | — | $5.63万 | 新建仓 |
| ROL | ROLLINS INC | $5.64万 | 0.00% | 1,056 | 1,056 | — | $5.64万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $5.68万 | 0.00% | 200 | 200 | — | $5.68万 | 新建仓 |
| DHS | WISDOMTREE TR | $5.73万 | 0.00% | 525 | 525 | — | $5.73万 | 新建仓 |
| CRH | CRH PLC | $5.78万 | 0.00% | 550 | 550 | — | $5.78万 | 新建仓 |
| PCAR | PACCAR INC | $5.83万 | 0.00% | 505 | 505 | — | $5.83万 | 新建仓 |
| CVS | CVS HEALTH CORP | $5.93万 | 0.00% | 825 | 825 | — | $5.93万 | 新建仓 |
| R | RYDER SYS INC | $5.94万 | 0.00% | 290 | 290 | — | $5.94万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $5.95万 | 0.00% | 300 | 300 | — | $5.95万 | 新建仓 |
| TGT | TARGET CORP | $5.96万 | 0.00% | 492 | 492 | — | $5.96万 | 新建仓 |
| WAT | WATERS CORP | $5.99万 | 0.00% | 201 | 201 | — | $5.99万 | 新建仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $6.04万 | 0.00% | 3,676 | 3,676 | — | $6.04万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $6.04万 | 0.00% | 175 | 175 | — | $6.04万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $6.05万 | 0.00% | 100 | 100 | — | $6.05万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $6.08万 | 0.00% | 310 | 310 | — | $6.08万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $6.11万 | 0.00% | 1,614 | 1,614 | — | $6.11万 | 新建仓 |
| XLB | SELECT SECTOR SPDR TR | $6.15万 | 0.00% | 1,230 | 1,230 | — | $6.15万 | 新建仓 |
| PVAL | PUTNAM ETF TRUST | $6.15万 | 0.00% | 1,325 | 1,325 | — | $6.15万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $6.17万 | 0.00% | 1,095 | 1,095 | — | $6.17万 | 新建仓 |
| TT | TRANE TECHNOLOGIES PLC | $6.25万 | 0.00% | 150 | 150 | — | $6.25万 | 新建仓 |
| IGF | ISHARES TR | $6.30万 | 0.00% | 940 | 940 | — | $6.30万 | 新建仓 |
| IYW | ISHARES TR | $6.39万 | 0.00% | 352 | 352 | — | $6.39万 | 新建仓 |
| VDE | VANGUARD WORLD FD | $6.44万 | 0.00% | 372 | 372 | — | $6.44万 | 新建仓 |
| DOCU | DOCUSIGN INC | $6.45万 | 0.00% | 1,360 | 1,360 | — | $6.45万 | 新建仓 |
| — | VANECK ETF TRUST | $6.45万 | 0.00% | 465 | 465 | — | $6.45万 | 新建仓 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $6.54万 | 0.00% | 2,923 | 2,923 | — | $6.54万 | 新建仓 |
| L | LOEWS CORP | $6.54万 | 0.00% | 613 | -4,984 | -89.0% | -$53.20万 | 减仓 |
| UGI | UGI CORP NEW | $6.56万 | 0.00% | 1,800 | 1,800 | — | $6.56万 | 新建仓 |