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 |
|---|---|---|---|---|---|---|---|---|
| DLS | WISDOMTREE TR | $4.19万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $4.23万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $4.23万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $4.27万 | 0.00% | 74 | 6 | 8.8% | $3,460 | 加仓 |
| GIS | GENERAL MILLS INC | $4.28万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $4.34万 | 0.00% | 825 | 25 | 3.1% | $1,315 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $4.34万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $4.35万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $4.36万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $4.40万 | 0.00% | 981 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $4.41万 | 0.00% | 1,056 | 0 | 0.0% | — | 不变 |
| VNQ | VANGUARD INDEX FDS | $4.53万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $4.57万 | 0.00% | 900 | -330 | -26.8% | -$1.68万 | 减仓 |
| SPXU | PROSHARES TR | $4.63万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $4.67万 | 0.00% | 271 | 17 | 6.7% | $2,929 | 加仓 |
| LNG | CHENIERE ENERGY INC | $4.78万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| SWK | STANLEY BLACK & DECKER INC | $4.80万 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $4.81万 | 0.00% | 598 | -383 | -39.0% | -$3.08万 | 减仓 |
| VCR | VANGUARD WORLD FD | $4.97万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| OXY | OCCIDENTAL PETE CORP | $4.97万 | 0.00% | 1,024 | 1 | 0.1% | $49 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $5.01万 | 0.00% | 700 | -272 | -28.0% | -$1.95万 | 减仓 |
| VHT | VANGUARD WORLD FD | $5.02万 | 0.00% | 168 | 168 | — | $5.02万 | 新建仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $5.09万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $5.17万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $5.19万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $5.19万 | 0.00% | 386 | 386 | — | $5.19万 | 新建仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $5.24万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| GRNY | TIDAL TRUST I | $5.27万 | 0.00% | 1,905 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $5.29万 | 0.00% | 215 | 15 | 7.5% | $3,693 | 加仓 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $5.30万 | 0.00% | 885 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $5.34万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $5.35万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| VICI | VICI PPTYS INC | $5.46万 | 0.00% | 2,057 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $5.47万 | 0.00% | 345 | 145 | 72.5% | $2.30万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $5.48万 | 0.00% | 727 | -1,355 | -65.1% | -$10.20万 | 减仓 |
| — | INVESCO EXCHANGE TRADED FD T | $5.49万 | 0.00% | 1,421 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $5.58万 | 0.00% | 499 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $5.58万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $5.60万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $5.64万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $5.64万 | 0.00% | 790 | 260 | 49.1% | $1.86万 | 加仓 |
| ARKQ | ARK ETF TR | $5.65万 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $5.66万 | 0.00% | 3,035 | -1 | -0.0% | -$19 | 减仓 |
| L | LOEWS CORP | $5.66万 | 0.00% | 500 | -113 | -18.4% | -$1.28万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $5.71万 | 0.00% | 533 | 533 | — | $5.71万 | 新建仓 |
| BIDU | BAIDU INC | $5.71万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $5.74万 | 0.00% | 250 | -181 | -42.0% | -$4.16万 | 减仓 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $5.88万 | 0.00% | 1,055 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $5.88万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $5.95万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $5.97万 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $6.06万 | 0.00% | 1,590 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $6.07万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $6.07万 | 0.00% | 91 | -9 | -9.0% | -$6,002 | 减仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $6.09万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $6.10万 | 0.00% | 996 | 996 | — | $6.10万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $6.20万 | 0.00% | 845 | -250 | -22.8% | -$1.83万 | 减仓 |
| UGI | UGI CORP NEW | $6.22万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| — | ESPEY MFG & ELECTRS CORP | $6.23万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $6.24万 | 0.00% | 580 | -90 | -13.4% | -$9,675 | 减仓 |
| PSX | PHILLIPS 66 | $6.25万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $6.26万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| SPHB | INVESCO EXCH TRADED FD TR II | $6.27万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $6.29万 | 0.00% | 540 | 30 | 5.9% | $3,494 | 加仓 |
| EVER | EVERQUOTE INC | $6.33万 | 0.00% | 2,661 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $6.36万 | 0.00% | 838 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $6.37万 | 0.00% | 421 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $6.39万 | 0.00% | 769 | 569 | 284.5% | $4.73万 | 加仓 |
| TGT | TARGET CORP | $6.43万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $6.50万 | 0.00% | 6,789 | -2,200 | -24.5% | -$2.11万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $6.57万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6.60万 | 0.00% | 724 | 74 | 11.4% | $6,749 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $6.62万 | 0.00% | 2,391 | 1,529 | 177.4% | $4.23万 | 加仓 |
| ODC | OIL DRI CORP AMER | $6.64万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $6.69万 | 0.00% | 1,820 | 206 | 12.8% | $7,573 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $6.74万 | 0.00% | 3,151 | -525 | -14.3% | -$1.12万 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $6.75万 | 0.00% | 1,325 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $6.79万 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $6.80万 | 0.00% | 2,923 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS INC | $6.80万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6.83万 | 0.00% | 585 | -16 | -2.7% | -$1,867 | 减仓 |
| XGDVX | GABELLI DIVID & INCOME TR | $6.92万 | 0.00% | 2,355 | -1,000 | -29.8% | -$2.94万 | 减仓 |
| EXC | EXELON CORP | $7.20万 | 0.00% | 1,545 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $7.32万 | 0.00% | 1,470 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $7.37万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| EFA | ISHARES TR | $7.43万 | 0.00% | 715 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $7.46万 | 0.00% | 191 | 68 | 55.3% | $2.66万 | 加仓 |
| WAT | WATERS CORP | $7.54万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $7.55万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $7.57万 | 0.00% | 991 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $7.65万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $7.65万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $7.70万 | 0.00% | 5,540 | -3,501 | -38.7% | -$4.87万 | 减仓 |
| AVT | AVNET INC | $7.73万 | 0.00% | 870 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $8.07万 | 0.00% | 187 | 7 | 3.9% | $3,020 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $8.14万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $8.16万 | 0.00% | 375 | 1 | 0.3% | $218 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $8.23万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| VTR | VENTAS INC | $8.39万 | 0.00% | 945 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $8.40万 | 0.00% | 150 | 5 | 3.4% | $2,800 | 加仓 |