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 |
|---|---|---|---|---|---|---|---|---|
| FNDF | SCHWAB STRATEGIC TR | $18.59万 | 0.01% | 3,524 | 0 | 0.0% | — | 不变 |
| VIS | VANGUARD WORLD FD | $19.35万 | 0.01% | 537 | 128 | 31.3% | $4.61万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $19.41万 | 0.01% | 3,355 | -150 | -4.3% | -$8,676 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $19.59万 | 0.01% | 1,785 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $19.88万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| FNDX | SCHWAB STRATEGIC TR | $20.02万 | 0.01% | 6,438 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $20.13万 | 0.01% | 585 | -2 | -0.3% | -$688 | 减仓 |
| UL | UNILEVER PLC | $20.56万 | 0.01% | 3,419 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $20.72万 | 0.01% | 2,406 | 0 | 0.0% | — | 不变 |
| GATX | GATX CORP | $20.82万 | 0.01% | 1,175 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $21.23万 | 0.01% | 1,491 | 3 | 0.2% | $427 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $21.44万 | 0.01% | 3,060 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $21.52万 | 0.01% | 966 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $22.06万 | 0.01% | 8,829 | 1,000 | 12.8% | $2.50万 | 加仓 |
| BIO | BIO RAD LABS INC | $22.11万 | 0.01% | 753 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $22.84万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| XLI | SELECT SECTOR SPDR TR | $22.89万 | 0.01% | 1,236 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $23.24万 | 0.01% | 326 | 1 | 0.3% | $713 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $23.65万 | 0.01% | 13,338 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $24.14万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $24.30万 | 0.01% | 1,736 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA | $24.42万 | 0.01% | 2,634 | 0 | 0.0% | — | 不变 |
| HPQ | HP INC | $24.53万 | 0.01% | 11,179 | 1,937 | 21.0% | $4.25万 | 加仓 |
| INTC | INTEL CORP | $24.80万 | 0.01% | 1,776 | -7 | -0.4% | -$977 | 减仓 |
| MIDD | MIDDLEBY CORP | $25.17万 | 0.01% | 1,463 | 0 | 0.0% | — | 不变 |
| AME | AMETEK INC | $25.28万 | 0.01% | 1,045 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $25.60万 | 0.01% | 1,853 | -150 | -7.5% | -$2.07万 | 减仓 |
| ITOT | ISHARES TR | $26.53万 | 0.01% | 1,615 | 2 | 0.1% | $329 | 加仓 |
| OKE | ONEOK INC NEW | $26.53万 | 0.01% | 3,052 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $26.59万 | 0.01% | 6,158 | 505 | 8.9% | $2.18万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $26.87万 | 0.01% | 620 | 20 | 3.3% | $8,667 | 加仓 |
| CIEN | CIENA CORP | $27.72万 | 0.01% | 565 | 9 | 1.6% | $4,415 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $27.96万 | 0.01% | 847 | -27 | -3.1% | -$8,913 | 减仓 |
| GWW | WW GRAINGER INC | $28.43万 | 0.01% | 209 | -5 | -2.3% | -$6,802 | 减仓 |
| HUBB | HUBBELL INC | $28.51万 | 0.01% | 545 | 0 | 0.0% | — | 不变 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $28.85万 | 0.01% | 5,854 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $30.10万 | 0.01% | 4,038 | 36 | 0.9% | $2,683 | 加仓 |
| TSLA | TESLA INC | $30.16万 | 0.01% | 717 | 24 | 3.5% | $1.01万 | 加仓 |
| KMI | KINDER MORGAN INC DEL | $30.22万 | 0.01% | 9,452 | -1,100 | -10.4% | -$3.52万 | 减仓 |
| BE | BLOOM ENERGY CORP | $30.27万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $30.30万 | 0.01% | 3,060 | 0 | 0.0% | — | 不变 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $30.55万 | 0.01% | 6,112 | -12,845 | -67.8% | -$64.20万 | 减仓 |
| MMM | 3M CO | $31.12万 | 0.01% | 1,922 | -695 | -26.6% | -$11.25万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $31.93万 | 0.01% | 645 | -8 | -1.2% | -$3,961 | 减仓 |
| BIL | SPDR SERIES TRUST | $32.07万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $32.13万 | 0.01% | 3,440 | 118 | 3.6% | $1.10万 | 加仓 |
| IWV | ISHARES TR | $33.13万 | 0.01% | 777 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $33.14万 | 0.01% | 2,315 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $33.66万 | 0.01% | 2,130 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $34.71万 | 0.01% | 2,225 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $35.18万 | 0.01% | 12,835 | 2,470 | 23.8% | $6.77万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $35.37万 | 0.01% | 3,644 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $35.98万 | 0.01% | 2,963 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $36.18万 | 0.01% | 6,748 | 748 | 12.5% | $4.01万 | 加仓 |
| MGK | VANGUARD WORLD FD | $36.26万 | 0.01% | 4,125 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $39.25万 | 0.01% | 4,208 | 560 | 15.4% | $5.22万 | 加仓 |
| VNT | VONTIER CORPORATION | $39.51万 | 0.01% | 13,625 | 1,970 | 16.9% | $5.71万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $40.23万 | 0.01% | 1,891 | 1 | 0.1% | $213 | 加仓 |
| PAYX | PAYCHEX INC | $40.85万 | 0.02% | 4,154 | -490 | -10.6% | -$4.82万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $41.21万 | 0.02% | 4,150 | 558 | 15.5% | $5.54万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $41.49万 | 0.02% | 7,200 | -14 | -0.2% | -$807 | 减仓 |
| SDY | SPDR SERIES TRUST | $41.74万 | 0.02% | 2,743 | -120 | -4.2% | -$1.83万 | 减仓 |
| FELG | FIDELITY COVINGTON TRUST | $42.71万 | 0.02% | 9,763 | -258 | -2.6% | -$1.13万 | 减仓 |
| IBB | ISHARES TR | $42.77万 | 0.02% | 2,249 | 99 | 4.6% | $1.88万 | 加仓 |
| V | VISA INC | $42.78万 | 0.02% | 1,247 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $43.38万 | 0.02% | 1,379 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $44.65万 | 0.02% | 1,775 | 223 | 14.4% | $5.61万 | 加仓 |
| KO | COCA COLA CO | $45.23万 | 0.02% | 5,565 | -2,759 | -33.1% | -$22.42万 | 减仓 |
| NKE | NIKE INC | $46.45万 | 0.02% | 11,315 | 1,383 | 13.9% | $5.68万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $47.20万 | 0.02% | 757 | -9,055 | -92.3% | -$564.62万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $48.20万 | 0.02% | 2,530 | 200 | 8.6% | $3.81万 | 加仓 |
| IWD | ISHARES TR | $48.36万 | 0.02% | 1,995 | -210 | -9.5% | -$5.09万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $48.70万 | 0.02% | 4,375 | 0 | 0.0% | — | 不变 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $48.84万 | 0.02% | 1,116 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $51.09万 | 0.02% | 3,260 | -49 | -1.5% | -$7,679 | 减仓 |
| MO | ALTRIA GROUP INC | $51.93万 | 0.02% | 7,217 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $51.96万 | 0.02% | 3,081 | 394 | 14.7% | $6.65万 | 加仓 |
| VB | VANGUARD INDEX FDS | $52.52万 | 0.02% | 1,733 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $53.48万 | 0.02% | 2,206 | 0 | 0.0% | — | 不变 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $54.65万 | 0.02% | 3,897 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $55.07万 | 0.02% | 1,081 | -92 | -7.8% | -$4.69万 | 减仓 |
| MCD | MCDONALDS CORP | $57.49万 | 0.02% | 2,127 | -78 | -3.5% | -$2.11万 | 减仓 |
| VO | VANGUARD INDEX FDS | $58.49万 | 0.02% | 7,260 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $58.68万 | 0.02% | 5,005 | 537 | 12.0% | $6.30万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $59.53万 | 0.02% | 5,214 | 645 | 14.1% | $7.36万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $59.67万 | 0.02% | 24,306 | 375 | 1.6% | $9,206 | 加仓 |
| PG | PROCTER & GAMBLE CO | $60.35万 | 0.02% | 4,115 | 29 | 0.7% | $4,253 | 加仓 |
| PFE | PFIZER INC | $61.17万 | 0.02% | 25,404 | 716 | 2.9% | $1.72万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $62.11万 | 0.02% | 3,811 | 432 | 12.8% | $7.04万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $62.83万 | 0.02% | 6,853 | -25 | -0.4% | -$2,292 | 减仓 |
| INCY | INCYTE CORP | $63.57万 | 0.02% | 5,608 | 5,608 | — | $63.57万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $64.24万 | 0.02% | 8,327 | 877 | 11.8% | $6.77万 | 加仓 |
| HAS | HASBRO INC | $65.00万 | 0.02% | 7,870 | 906 | 13.0% | $7.48万 | 加仓 |
| GLD | SPDR GOLD TR | $65.39万 | 0.02% | 1,775 | -320 | -15.3% | -$11.79万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $66.28万 | 0.02% | 5,607 | 674 | 13.7% | $7.97万 | 加仓 |
| AYI | ACUITY INC | $67.50万 | 0.03% | 1,792 | 210 | 13.3% | $7.91万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $67.66万 | 0.03% | 5,370 | 571 | 11.9% | $7.19万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $69.04万 | 0.03% | 16,306 | 1,963 | 13.7% | $8.31万 | 加仓 |
| AIZ | ASSURANT INC | $69.95万 | 0.03% | 2,605 | 282 | 12.1% | $7.57万 | 加仓 |
| BX | BLACKSTONE INC | $70.85万 | 0.03% | 6,021 | -454 | -7.0% | -$5.34万 | 减仓 |