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 |
|---|---|---|---|---|---|---|---|---|
| CVS | CVS HEALTH CORP | $8.53万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $8.58万 | 0.00% | 727 | 88 | 13.8% | $1.04万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $8.62万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $8.83万 | 0.00% | 392 | 71 | 22.1% | $1.60万 | 加仓 |
| SHEL | SHELL PLC | $8.88万 | 0.00% | 1,145 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $8.88万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $8.91万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $8.91万 | 0.00% | 1,078 | 250 | 30.2% | $2.07万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $9.03万 | 0.00% | 659 | 577 | 703.7% | $7.90万 | 加仓 |
| CSL | CARLISLE COS INC | $9.07万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $9.29万 | 0.00% | 350 | -21 | -5.7% | -$5,576 | 减仓 |
| IGSB | ISHARES TR | $9.43万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| SMG | SCOTTS MIRACLE-GRO CO | $9.54万 | 0.00% | 1,400 | -68 | -4.6% | -$4,631 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $9.64万 | 0.00% | 893 | -2 | -0.2% | -$216 | 减仓 |
| MKL | MARKEL GROUP INC | $9.96万 | 0.00% | 51 | 1 | 2.0% | $1,953 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $10.00万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $10.06万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $10.08万 | 0.00% | 1,206 | -52 | -4.1% | -$4,346 | 减仓 |
| VMI | VALMONT INDS INC | $10.11万 | 0.00% | 175 | -65 | -27.1% | -$3.75万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $10.21万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $10.24万 | 0.00% | 3,940 | 0 | 0.0% | — | 不变 |
| TTD | THE TRADE DESK INC | $10.24万 | 0.00% | 5,666 | -209 | -3.6% | -$3,779 | 减仓 |
| XLY | SELECT SECTOR SPDR TR | $10.51万 | 0.00% | 896 | 512 | 133.3% | $6.00万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $10.53万 | 0.00% | 525 | 25 | 5.0% | $5,016 | 加仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $10.54万 | 0.00% | 1,060 | 0 | 0.0% | — | 不变 |
| AHCO | ADAPTHEALTH CORP | $10.70万 | 0.00% | 10,271 | 0 | 0.0% | — | 不变 |
| GAB | GABELLI EQUITY TR INC | $10.75万 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $10.89万 | 0.00% | 875 | -170 | -16.3% | -$2.12万 | 减仓 |
| MGV | VANGUARD WORLD FD | $10.91万 | 0.00% | 667 | 0 | 0.0% | — | 不变 |
| VTEB | VANGUARD MUN BD FDS | $10.97万 | 0.00% | 2,169 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $10.97万 | 0.00% | 1,714 | 14 | 0.8% | $896 | 加仓 |
| DAL | DELTA AIR LINES INC | $11.00万 | 0.00% | 1,174 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $11.00万 | 0.00% | 1,264 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $11.01万 | 0.00% | 1,332 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $11.05万 | 0.00% | 1,306 | 0 | 0.0% | — | 不变 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $11.20万 | 0.00% | 1,243 | 1,014 | 442.8% | $9.14万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $11.23万 | 0.00% | 3,374 | 1,567 | 86.7% | $5.22万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $11.29万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $11.31万 | 0.00% | 6,106 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $11.36万 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO EXCH TRADED FD TR II | $11.44万 | 0.00% | 1,922 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $11.52万 | 0.00% | 1,520 | 0 | 0.0% | — | 不变 |
| TOL | TOLL BROTHERS INC | $11.53万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $11.60万 | 0.00% | 4,351 | 1,897 | 77.3% | $5.06万 | 加仓 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $11.70万 | 0.00% | 3,334 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $11.72万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| LB | LANDBRIDGE COMPANY LLC | $11.77万 | 0.00% | 1,485 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $11.79万 | 0.00% | 695 | 34 | 5.1% | $5,770 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $11.89万 | 0.00% | 3,292 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $12.14万 | 0.00% | 1,667 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $12.23万 | 0.00% | 1,267 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $12.24万 | 0.00% | 553 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $12.27万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $12.35万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| IGE | ISHARES TR | $12.42万 | 0.00% | 2,210 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $12.56万 | 0.00% | 1,757 | -2 | -0.1% | -$143 | 减仓 |
| STLD | STEEL DYNAMICS INC | $12.62万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $12.75万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $12.78万 | 0.00% | 2,032 | 32 | 1.6% | $2,012 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $12.94万 | 0.00% | 2,855 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $13.22万 | 0.00% | 4,170 | 3 | 0.1% | $95 | 加仓 |
| MTUM | ISHARES TR | $13.34万 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $13.40万 | 0.00% | 2,524 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $13.46万 | 0.00% | 380 | 11 | 3.0% | $3,897 | 加仓 |
| NOBL | PROSHARES TR | $13.48万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $13.60万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $13.75万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $13.80万 | 0.01% | 3,974 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $13.94万 | 0.01% | 1,736 | -164 | -8.6% | -$1.32万 | 减仓 |
| PPG | PPG INDS INC | $14.07万 | 0.01% | 1,160 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $14.22万 | 0.01% | 1,285 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $14.42万 | 0.01% | 4,262 | -6 | -0.1% | -$203 | 减仓 |
| IWF | ISHARES TR | $14.55万 | 0.01% | 1,172 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $14.70万 | 0.01% | 3,163 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $14.82万 | 0.01% | 975 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $14.94万 | 0.01% | 3,459 | -532 | -13.3% | -$2.30万 | 减仓 |
| ALLE | ALLEGION PLC | $15.05万 | 0.01% | 1,071 | 0 | 0.0% | — | 不变 |
| EPS | WISDOMTREE TR | $15.17万 | 0.01% | 1,950 | 0 | 0.0% | — | 不变 |
| PCYO | PURE CYCLE CORP | $15.17万 | 0.01% | 14,166 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $15.62万 | 0.01% | 3,769 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $15.62万 | 0.01% | 629 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $16.05万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $16.16万 | 0.01% | 2,608 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $16.31万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| FLS | FLOWSERVE CORP | $16.32万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $16.51万 | 0.01% | 1,725 | -205 | -10.6% | -$1.96万 | 减仓 |
| KVUE | KENVUE INC | $16.89万 | 0.01% | 8,836 | -64,807 | -88.0% | -$123.85万 | 减仓 |
| CSX | CSX CORP | $17.08万 | 0.01% | 3,594 | 0 | 0.0% | — | 不变 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $17.12万 | 0.01% | 4,860 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $17.15万 | 0.01% | 1,174 | -72 | -5.8% | -$1.05万 | 减仓 |
| DLN | WISDOMTREE TR | $17.23万 | 0.01% | 1,789 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $17.40万 | 0.01% | 1,018 | 1,018 | — | $17.40万 | 新建仓 |
| IOO | ISHARES TR | $17.76万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $17.82万 | 0.01% | 4,661 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $17.85万 | 0.01% | 356 | -754 | -67.9% | -$37.80万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $17.87万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $18.09万 | 0.01% | 3,588 | 46 | 1.3% | $2,319 | 加仓 |
| TER | TERADYNE INC | $18.25万 | 0.01% | 377 | 50 | 15.3% | $2.42万 | 加仓 |
| IEMG | ISHARES INC | $18.53万 | 0.01% | 2,237 | -1 | -0.0% | -$83 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $18.59万 | 0.01% | 634 | 9 | 1.4% | $2,639 | 加仓 |