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 |
|---|---|---|---|---|---|---|---|---|
| QQQM | INVESCO EXCH TRADED FD TR II | $1.83万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $1.83万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $1.84万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| BOND | PIMCO ETF TR | $1.84万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $1.85万 | 0.00% | 179 | -322 | -64.3% | -$3.32万 | 减仓 |
| SNPE | DBX ETF TR | $1.89万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| XOP | SPDR SERIES TRUST | $1.93万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $1.97万 | 0.00% | 66 | -45 | -40.5% | -$1.34万 | 减仓 |
| RIO | RIO TINTO PLC | $1.99万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $2.00万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $2.00万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.01万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| FFA | FIRST TR ENHANCED EQUITY | $2.01万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $2.04万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $2.04万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MSEX | MIDDLESEX WTR CO | $2.07万 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $2.07万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $2.10万 | 0.00% | 494 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $2.15万 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $2.16万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| SCHK | SCHWAB STRATEGIC TR | $2.16万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $2.16万 | 0.00% | 33 | 1 | 3.1% | $656 | 加仓 |
| OEF | ISHARES TR | $2.20万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $2.22万 | 0.00% | 400 | -125 | -23.8% | -$6,941 | 减仓 |
| MFC | MANULIFE FINL CORP | $2.23万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $2.23万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $2.24万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $2.25万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $2.25万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $2.26万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $2.28万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $2.28万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $2.32万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| COPX | GLOBAL X FDS | $2.33万 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.35万 | 0.00% | 277 | 72 | 35.1% | $6,098 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2.37万 | 0.00% | 142 | -52 | -26.8% | -$8,667 | 减仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.38万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $2.40万 | 0.00% | 258 | 258 | — | $2.40万 | 新建仓 |
| GNTX | GENTEX CORP | $2.40万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $2.41万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC | $2.46万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $2.50万 | 0.00% | 912 | -1,428 | -61.0% | -$3.91万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $2.50万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FINL SVCS CORP | $2.50万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $2.51万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $2.52万 | 0.00% | 1,350 | -50 | -3.6% | -$934 | 减仓 |
| DON | WISDOMTREE TR | $2.54万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| MIAX | MIAMI INTL HLDGS INC | $2.60万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $2.61万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $2.63万 | 0.00% | 435 | 60 | 16.0% | $3,624 | 加仓 |
| ONEY | SPDR SERIES TRUST | $2.64万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $2.64万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $2.66万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $2.68万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $2.69万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| PATK | PATRICK INDS INC | $2.69万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILS CORP | $2.69万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $2.71万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $2.77万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $2.80万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $2.80万 | 0.00% | 144 | -959 | -86.9% | -$18.65万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $2.80万 | 0.00% | 100 | -25 | -20.0% | -$7,000 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2.81万 | 0.00% | 659 | -1,037 | -61.1% | -$4.43万 | 减仓 |
| — | WELLS FARGO & CO | $2.89万 | 0.00% | 25 | -17 | -40.5% | -$1.97万 | 减仓 |
| WSO | WATSCO INC | $2.92万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $2.98万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2.98万 | 0.00% | 99 | -111 | -52.9% | -$3.34万 | 减仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $3.02万 | 0.00% | 1,154 | 0 | 0.0% | — | 不变 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $3.08万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $3.17万 | 0.00% | 419 | -103 | -19.7% | -$7,800 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $3.18万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $3.21万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| — | AMERICAN RES CORP | $3.23万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $3.23万 | 0.00% | 350 | 26 | 8.0% | $2,399 | 加仓 |
| TKR | TIMKEN CO | $3.27万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.32万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $3.34万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $3.38万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $3.40万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $3.41万 | 0.00% | 1,583 | -646 | -29.0% | -$1.39万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $3.44万 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $3.47万 | 0.00% | 200 | 200 | — | $3.47万 | 新建仓 |
| SLV | ISHARES SILVER TR | $3.52万 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $3.60万 | 0.00% | 136 | 136 | — | $3.60万 | 新建仓 |
| BEPC | BROOKFIELD RENEWABLE CORP | $3.69万 | 0.00% | 993 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $3.70万 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $3.72万 | 0.00% | 2,492 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $3.74万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $3.77万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $3.90万 | 0.00% | 94 | -3 | -3.1% | -$1,246 | 减仓 |
| ZTS | ZOETIS INC | $3.95万 | 0.00% | 550 | -580 | -51.3% | -$4.17万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $3.97万 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| FNCL | FIDELITY COVINGTON TRUST | $3.99万 | 0.00% | 521 | 0 | 0.0% | — | 不变 |
| TEL | TE CONNECTIVITY PLC | $4.03万 | 0.00% | 200 | -8 | -3.8% | -$1,613 | 减仓 |
| RKLB | ROCKET LAB CORP | $4.06万 | 0.00% | 399 | 313 | 364.0% | $3.18万 | 加仓 |
| BSVN | BANK7 CORP | $4.06万 | 0.00% | 830 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $4.08万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $4.11万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| QSR | RESTAURANT BRANDS INTL INC | $4.12万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $4.16万 | 0.00% | 20 | -3 | -13.0% | -$6,242 | 减仓 |