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 |
|---|---|---|---|---|---|---|---|---|
| SLF | SUN LIFE FINANCIAL INC. | $6.57万 | 0.00% | 1,050 | 1,050 | — | $6.57万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $6.59万 | 0.00% | 670 | 670 | — | $6.59万 | 新建仓 |
| WFC | WELLS FARGO & CO | $6.59万 | 0.00% | 828 | 828 | — | $6.59万 | 新建仓 |
| BDX | BECTON DICKINSON & CO | $6.62万 | 0.00% | 421 | 421 | — | $6.62万 | 新建仓 |
| OXY | OCCIDENTAL PETE CORP | $6.65万 | 0.00% | 1,023 | 1,023 | — | $6.65万 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $6.68万 | 0.00% | 4,500 | 4,500 | — | $6.68万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $6.74万 | 0.00% | 2,454 | 2,454 | — | $6.74万 | 新建仓 |
| PSX | PHILLIPS 66 | $6.74万 | 0.00% | 370 | 370 | — | $6.74万 | 新建仓 |
| GPC | GENUINE PARTS CO | $6.76万 | 0.00% | 639 | 639 | — | $6.76万 | 新建仓 |
| TFC | TRUIST FINL CORP | $6.76万 | 0.00% | 1,470 | 1,470 | — | $6.76万 | 新建仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $6.80万 | 0.00% | 455 | 455 | — | $6.80万 | 新建仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $6.94万 | 0.00% | 1,807 | 1,807 | — | $6.94万 | 新建仓 |
| EFA | ISHARES TR | $6.94万 | 0.00% | 715 | 715 | — | $6.94万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $6.95万 | 0.00% | 210 | -375 | -64.1% | -$12.41万 | 重新持有 |
| DTD | WISDOMTREE TR | $7.00万 | 0.00% | 810 | 810 | — | $7.00万 | 新建仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $7.02万 | 0.00% | 750 | 750 | — | $7.02万 | 新建仓 |
| SPXU | PROSHARES TR | $7.09万 | 0.00% | 1,250 | 1,250 | — | $7.09万 | 新建仓 |
| IVE | ISHARES TR | $7.12万 | 0.00% | 337 | 337 | — | $7.12万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $7.20万 | 0.00% | 321 | 321 | — | $7.20万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $7.20万 | 0.00% | 991 | 991 | — | $7.20万 | 新建仓 |
| DEO | DIAGEO PLC | $7.30万 | 0.00% | 981 | 981 | — | $7.30万 | 新建仓 |
| VTV | VANGUARD INDEX FDS | $7.34万 | 0.00% | 374 | 374 | — | $7.34万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $7.49万 | 0.00% | 972 | 972 | — | $7.49万 | 新建仓 |
| MDT | MEDTRONIC PLC | $7.50万 | 0.00% | 865 | 865 | — | $7.50万 | 新建仓 |
| EXC | EXELON CORP | $7.57万 | 0.00% | 1,545 | 1,545 | — | $7.57万 | 新建仓 |
| VTR | VENTAS INC | $7.73万 | 0.00% | 945 | 945 | — | $7.73万 | 新建仓 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $7.75万 | 0.00% | 8,989 | 8,989 | — | $7.75万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $7.80万 | 0.00% | 1,174 | 1,174 | — | $7.80万 | 新建仓 |
| MSCI | MSCI INC | $7.82万 | 0.00% | 145 | 145 | — | $7.82万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $7.82万 | 0.00% | 1,200 | 1,200 | — | $7.82万 | 新建仓 |
| NVT | NVENT ELEC PLC | $7.82万 | 0.00% | 661 | 661 | — | $7.82万 | 新建仓 |
| INTC | INTEL CORP | $7.87万 | 0.00% | 1,783 | 1,783 | — | $7.87万 | 新建仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $8.18万 | 0.00% | 1,550 | 1,550 | — | $8.18万 | 新建仓 |
| VBK | VANGUARD INDEX FDS | $8.31万 | 0.00% | 275 | 275 | — | $8.31万 | 新建仓 |
| CSL | CARLISLE COS INC | $8.34万 | 0.00% | 250 | 250 | — | $8.34万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $8.47万 | 0.00% | 350 | 350 | — | $8.47万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $8.48万 | 0.00% | 1,264 | 1,264 | — | $8.48万 | 新建仓 |
| STT | STATE STR CORP | $8.48万 | 0.00% | 670 | -1,249 | -65.1% | -$15.81万 | 重新持有 |
| GRMN | GARMIN LTD | $8.70万 | 0.00% | 375 | 375 | — | $8.70万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $8.74万 | 0.00% | 895 | 895 | — | $8.74万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $8.79万 | 0.00% | 601 | -1,115 | -65.0% | -$16.31万 | 减仓 |
| IGM | ISHARES TR | $8.89万 | 0.00% | 750 | 750 | — | $8.89万 | 新建仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $8.93万 | 0.00% | 1,468 | 1,468 | — | $8.93万 | 新建仓 |
| SYY | SYSCO CORP | $8.97万 | 0.00% | 1,258 | 1,258 | — | $8.97万 | 新建仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $9.04万 | 0.00% | 3,355 | 3,355 | — | $9.04万 | 新建仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $9.05万 | 0.00% | 222 | 222 | — | $9.05万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP | $9.12万 | 0.00% | 500 | 500 | — | $9.12万 | 新建仓 |
| MET | METLIFE INC | $9.24万 | 0.00% | 1,306 | 1,306 | — | $9.24万 | 新建仓 |
| LECO | LINCOLN ELEC HLDGS INC | $9.24万 | 0.00% | 371 | 371 | — | $9.24万 | 新建仓 |
| AJG | GALLAGHER ARTHUR J & CO | $9.33万 | 0.00% | 431 | 431 | — | $9.33万 | 新建仓 |
| MTUM | ISHARES TR | $9.34万 | 0.00% | 389 | 389 | — | $9.34万 | 新建仓 |
| IGSB | ISHARES TR | $9.46万 | 0.00% | 1,800 | 1,800 | — | $9.46万 | 新建仓 |
| TOL | TOLL BROTHERS INC | $9.55万 | 0.00% | 700 | 700 | — | $9.55万 | 新建仓 |
| MKL | MARKEL GROUP INC | $9.57万 | 0.00% | 50 | 50 | — | $9.57万 | 新建仓 |
| SCHA | SCHWAB STRATEGIC TR | $9.57万 | 0.00% | 3,292 | 3,292 | — | $9.57万 | 新建仓 |
| VMI | VALMONT INDS INC | $9.59万 | 0.00% | 240 | 240 | — | $9.59万 | 新建仓 |
| MGV | VANGUARD WORLD FD | $9.67万 | 0.00% | 667 | 667 | — | $9.67万 | 新建仓 |
| TER | TERADYNE INC | $9.69万 | 0.00% | 327 | 327 | — | $9.69万 | 新建仓 |
| RWJ | INVESCO EXCH TRADED FD TR II | $9.70万 | 0.00% | 1,922 | 1,922 | — | $9.70万 | 新建仓 |
| DOW | DOW HLDGS INC | $9.75万 | 0.00% | 2,340 | 2,340 | — | $9.75万 | 新建仓 |
| STLD | STEEL DYNAMICS INC | $9.90万 | 0.00% | 550 | 550 | — | $9.90万 | 新建仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $9.97万 | 0.00% | 1,060 | 1,060 | — | $9.97万 | 新建仓 |
| AMX | AMERICA MOVIL SAB DE CV | $10.04万 | 0.00% | 3,940 | 3,940 | — | $10.04万 | 新建仓 |
| LB | LANDBRIDGE COMPANY LLC | $10.25万 | 0.00% | 1,485 | 1,485 | — | $10.25万 | 新建仓 |
| F | FORD MTR CO | $10.43万 | 0.00% | 9,041 | 9,041 | — | $10.43万 | 新建仓 |
| DEM | WISDOMTREE TR | $10.48万 | 0.00% | 2,110 | 2,110 | — | $10.48万 | 新建仓 |
| IWN | ISHARES TR | $10.49万 | 0.00% | 553 | 553 | — | $10.49万 | 新建仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $10.50万 | 0.00% | 3,334 | 3,334 | — | $10.50万 | 新建仓 |
| GAB | GABELLI EQUITY TR INC | $10.64万 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $10.64万 | 0.00% | 1,696 | -1,723 | -50.4% | -$10.81万 | 减仓 |
| SHEL | SHELL PLC | $10.65万 | 0.00% | 1,145 | 1,145 | — | $10.65万 | 新建仓 |
| DGRO | ISHARES TR | $10.67万 | 0.00% | 1,520 | 1,520 | — | $10.67万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $10.81万 | 0.00% | 825 | 825 | — | $10.81万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $10.82万 | 0.00% | 2,169 | 2,169 | — | $10.82万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $11.00万 | 0.00% | 6,106 | -3,729 | -37.9% | -$6.72万 | 重新持有 |
| NHI | NATIONAL HEALTH INVS INC | $11.32万 | 0.00% | 1,400 | 1,400 | — | $11.32万 | 新建仓 |
| DVY | ISHARES TR | $11.36万 | 0.00% | 750 | 750 | — | $11.36万 | 新建仓 |
| IEFA | ISHARES TR | $11.47万 | 0.00% | 1,267 | 1,267 | — | $11.47万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $11.76万 | 0.00% | 2,000 | 2,000 | — | $11.76万 | 新建仓 |
| IYF | ISHARES TR | $11.77万 | 0.00% | 1,000 | 1,000 | — | $11.77万 | 新建仓 |
| KLAC | KLA CORP | $11.78万 | 0.00% | 80 | 80 | — | $11.78万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $11.86万 | 0.00% | 14,000 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $11.95万 | 0.00% | 1,759 | 1,759 | — | $11.95万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $12.10万 | 0.00% | 1,700 | 1,700 | — | $12.10万 | 新建仓 |
| AHCO | ADAPTHEALTH CORP | $12.22万 | 0.01% | 10,271 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $12.40万 | 0.01% | 1,160 | 1,160 | — | $12.40万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $12.43万 | 0.01% | 4,268 | 4,268 | — | $12.43万 | 新建仓 |
| IWF | ISHARES TR | $12.49万 | 0.01% | 293 | 293 | — | $12.49万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $12.55万 | 0.01% | 1,667 | 1,667 | — | $12.55万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $12.66万 | 0.01% | 369 | 369 | — | $12.66万 | 新建仓 |
| NOBL | PROSHARES TR | $12.72万 | 0.01% | 1,200 | 1,200 | — | $12.72万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $12.77万 | 0.01% | 409 | 409 | — | $12.77万 | 新建仓 |
| SCHD | SCHWAB STRATEGIC TR | $12.79万 | 0.01% | 4,167 | 4,167 | — | $12.79万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $12.82万 | 0.01% | 600 | -990 | -62.3% | -$21.15万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $12.97万 | 0.01% | 3,974 | 3,974 | — | $12.97万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $13.10万 | 0.01% | 2,855 | -2,175 | -43.2% | -$9.98万 | 减仓 |
| EPS | WISDOMTREE TR | $13.28万 | 0.01% | 1,950 | 1,950 | — | $13.28万 | 新建仓 |
| TTD | THE TRADE DESK INC | $13.33万 | 0.01% | 5,875 | -117,008 | -95.2% | -$265.49万 | 减仓 |
| ZTS | ZOETIS INC | $13.36万 | 0.01% | 1,130 | -1,139 | -50.2% | -$13.46万 | 减仓 |
| BE | BLOOM ENERGY CORP | $13.55万 | 0.01% | 1,000 | 1,000 | — | $13.55万 | 新建仓 |