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 |
|---|---|---|---|---|---|---|---|---|
| BSV | VANGUARD BD INDEX FDS | $71.12万 | 0.03% | 9,129 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $71.82万 | 0.03% | 7,462 | -320 | -4.1% | -$3.08万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $72.36万 | 0.03% | 1,741 | -215 | -11.0% | -$8.94万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $74.90万 | 0.03% | 8,454 | -359 | -4.1% | -$3.18万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $75.69万 | 0.03% | 8,341 | -4,612 | -35.6% | -$41.85万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $75.80万 | 0.03% | 6,407 | -1,970 | -23.5% | -$23.31万 | 减仓 |
| AZN | ASTRAZENECA PLC | $76.66万 | 0.03% | 4,043 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $77.86万 | 0.03% | 6,874 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $78.05万 | 0.03% | 10,122 | -4,765 | -32.0% | -$36.74万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $81.09万 | 0.03% | 9,709 | 696 | 7.7% | $5.81万 | 加仓 |
| COO | COOPER COS INC | $85.25万 | 0.03% | 11,888 | 2,095 | 21.4% | $15.02万 | 加仓 |
| T | AT&T INC | $88.16万 | 0.03% | 42,588 | 7,311 | 20.7% | $15.13万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $89.22万 | 0.03% | 12,895 | 1,448 | 12.6% | $10.02万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $90.67万 | 0.03% | 5,012 | -454 | -8.3% | -$8.21万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $91.04万 | 0.03% | 40,900 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $94.98万 | 0.04% | 19,037 | -43 | -0.2% | -$2,145 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $96.75万 | 0.04% | 2,859 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $97.08万 | 0.04% | 61,133 | 5,099 | 9.1% | $8.10万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $99.38万 | 0.04% | 37,289 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $99.67万 | 0.04% | 9,587 | 363 | 3.9% | $3.77万 | 加仓 |
| PHM | PULTE GROUP INC | $100.70万 | 0.04% | 7,339 | 725 | 11.0% | $9.95万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $106.25万 | 0.04% | 36,104 | -200 | -0.6% | -$5,886 | 减仓 |
| VLTO | VERALTO CORP | $110.81万 | 0.04% | 12,496 | 51 | 0.4% | $4,523 | 加仓 |
| DG | DOLLAR GEN CORP | $112.21万 | 0.04% | 9,748 | 2,964 | 43.7% | $34.12万 | 加仓 |
| ORCL | ORACLE CORP | $118.04万 | 0.04% | 8,055 | -167 | -2.0% | -$2.45万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $118.97万 | 0.04% | 5,202 | 609 | 13.3% | $13.93万 | 加仓 |
| GE | GE AEROSPACE | $119.18万 | 0.04% | 3,189 | -302 | -8.7% | -$11.29万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $121.77万 | 0.05% | 5,126 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $125.84万 | 0.05% | 5,287 | 444 | 9.2% | $10.57万 | 加仓 |
| LOW | LOWES COS INC | $128.19万 | 0.05% | 5,814 | -545 | -8.6% | -$12.02万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $134.42万 | 0.05% | 1,800 | -44,000 | -96.1% | -$3,285.79万 | 减仓 |
| ICSH | ISHARES TR | $144.52万 | 0.05% | 28,572 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE INC | $159.47万 | 0.06% | 31,159 | 905 | 3.0% | $4.63万 | 加仓 |
| TXN | TEXAS INSTRS INC | $159.56万 | 0.06% | 5,353 | -442 | -7.6% | -$13.17万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $160.25万 | 0.06% | 1,713 | -170 | -9.0% | -$15.90万 | 减仓 |
| VGT | VANGUARD WORLD FD | $161.07万 | 0.06% | 13,476 | 1,116 | 9.0% | $13.34万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $163.66万 | 0.06% | 11,317 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HLDGS INC | $171.63万 | 0.06% | 2,249 | -369 | -14.1% | -$28.16万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $173.44万 | 0.06% | 5,128 | -51 | -1.0% | -$1.72万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $177.32万 | 0.07% | 7,918 | 2,878 | 57.1% | $64.45万 | 加仓 |
| QQQ | INVESCO QQQ TR | $182.21万 | 0.07% | 2,474 | -8 | -0.3% | -$5,892 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $220.43万 | 0.08% | 6,402 | -58,195 | -90.1% | -$2,003.77万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $228.36万 | 0.08% | 28,137 | -170 | -0.6% | -$1.38万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $229.64万 | 0.09% | 1,989 | -235 | -10.6% | -$27.13万 | 减仓 |
| UNP | UNION PAC CORP | $248.44万 | 0.09% | 9,134 | -190 | -2.0% | -$5.17万 | 减仓 |
| QCOM | QUALCOMM INC | $254.75万 | 0.09% | 13,786 | -7,076 | -33.9% | -$130.76万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $263.33万 | 0.10% | 31,981 | 11,500 | 56.1% | $94.69万 | 加仓 |
| BIIB | BIOGEN INC | $264.22万 | 0.10% | 12,229 | -85 | -0.7% | -$1.84万 | 减仓 |
| CRM | SALESFORCE INC | $277.19万 | 0.10% | 17,694 | -2,125 | -10.7% | -$33.29万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $304.27万 | 0.11% | 36,331 | -303 | -0.8% | -$2.54万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $308.84万 | 0.11% | 130,643 | -20,000 | -13.3% | -$47.28万 | 减仓 |
| APH | AMPHENOL CORP | $319.88万 | 0.12% | 18,142 | 1,782 | 10.9% | $31.42万 | 加仓 |
| MRK | MERCK & CO INC | $325.08万 | 0.12% | 25,298 | -1,286 | -4.8% | -$16.53万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $328.66万 | 0.12% | 6,568 | -87 | -1.3% | -$4.35万 | 减仓 |
| HD | HOME DEPOT INC | $332.39万 | 0.12% | 9,425 | -33,998 | -78.3% | -$1,198.99万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $349.43万 | 0.13% | 15,203 | 3,229 | 27.0% | $74.22万 | 加仓 |
| ESML | ISHARES TR | $361.17万 | 0.13% | 64,576 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $367.72万 | 0.14% | 14,396 | -1,216 | -7.8% | -$31.06万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $369.26万 | 0.14% | 3,827 | 320 | 9.1% | $30.88万 | 加仓 |
| WSM | WILLIAMS SONOMA INC | $462.19万 | 0.17% | 19,828 | 0 | 0.0% | — | 不变 |
| NOW | SERVICENOW INC | $489.72万 | 0.18% | 49,327 | -3,485 | -6.6% | -$34.60万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $496.39万 | 0.18% | 97,332 | 24,151 | 33.0% | $123.17万 | 加仓 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $525.08万 | 0.20% | 104,702 | 42,930 | 69.5% | $215.29万 | 加仓 |
| SBUX | STARBUCKS CORP | $533.56万 | 0.20% | 52,213 | 24 | 0.0% | $2,453 | 加仓 |
| INTU | INTUIT | $539.19万 | 0.20% | 20,659 | -2,074 | -9.1% | -$54.13万 | 减仓 |
| ADBE | ADOBE INC | $564.79万 | 0.21% | 27,548 | -1,620 | -5.6% | -$33.21万 | 减仓 |
| MCO | MOODYS CORP | $566.38万 | 0.21% | 12,505 | -314 | -2.4% | -$14.22万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $572.20万 | 0.21% | 4,479 | -899 | -16.7% | -$114.85万 | 减仓 |
| ECL | ECOLAB INC | $582.35万 | 0.22% | 20,902 | 20,902 | — | $582.35万 | 新建仓 |
| MDT | MEDTRONIC PLC | $599.49万 | 0.22% | 76,632 | 75,767 | 8,759.2% | $592.73万 | 加仓 |
| CME | CME GROUP INC | $620.36万 | 0.23% | 28,092 | -351 | -1.2% | -$7.75万 | 减仓 |
| CGNX | COGNEX CORP | $649.23万 | 0.24% | 89,648 | -25 | -0.0% | -$1,811 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $655.29万 | 0.24% | 24,228 | -605 | -2.4% | -$16.36万 | 减仓 |
| MINT | PIMCO ETF TR | $676.01万 | 0.25% | 67,058 | -3,975 | -5.6% | -$40.07万 | 减仓 |
| NVO | NOVO-NORDISK A S | $699.01万 | 0.26% | 145,810 | -5,879 | -3.9% | -$28.18万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $705.48万 | 0.26% | 65,932 | 279 | 0.4% | $2.99万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $731.46万 | 0.27% | 14,362 | -714 | -4.7% | -$36.36万 | 减仓 |
| EQIX | EQUINIX INC | $754.62万 | 0.28% | 7,239 | -155 | -2.1% | -$16.16万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $761.64万 | 0.28% | 60,170 | -505 | -0.8% | -$6.39万 | 减仓 |
| AMZN | AMAZON COM INC | $763.90万 | 0.28% | 32,051 | -1,897 | -5.6% | -$45.21万 | 减仓 |
| PEP | PEPSICO INC | $767.04万 | 0.28% | 56,650 | 8,374 | 17.3% | $113.38万 | 加仓 |
| NEM | NEWMONT CORP | $779.79万 | 0.29% | 83,489 | 13,095 | 18.6% | $122.31万 | 加仓 |
| IWM | ISHARES TR | $800.28万 | 0.30% | 26,636 | -698 | -2.6% | -$20.97万 | 减仓 |
| WM | WASTE MGMT INC DEL | $823.43万 | 0.31% | 36,945 | -1,250 | -3.3% | -$27.86万 | 减仓 |
| VLO | VALERO ENERGY CORP | $830.94万 | 0.31% | 31,905 | -1,095 | -3.3% | -$28.52万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $838.12万 | 0.31% | 40,683 | -2,203 | -5.1% | -$45.38万 | 减仓 |
| HQY | HEALTHEQUITY INC | $851.15万 | 0.32% | 94,237 | 36,571 | 63.4% | $330.31万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $852.75万 | 0.32% | 38,572 | 38,572 | — | $852.75万 | 新建仓 |
| ALL | ALLSTATE CORP | $852.83万 | 0.32% | 35,842 | -1,549 | -4.1% | -$36.86万 | 减仓 |
| GOOG | ALPHABET INC | $857.17万 | 0.32% | 24,260 | -777 | -3.1% | -$27.45万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $857.55万 | 0.32% | 30,495 | 27,561 | 939.4% | $775.04万 | 加仓 |
| ENB | ENBRIDGE INC | $877.05万 | 0.33% | 161,787 | -4,693 | -2.8% | -$25.44万 | 减仓 |
| BAC | BANK OF AMER CORP | $881.59万 | 0.33% | 154,719 | -2,524 | -1.6% | -$14.38万 | 减仓 |
| BA | BOEING CO | $902.92万 | 0.34% | 41,711 | 467 | 1.1% | $10.11万 | 加仓 |
| PODD | INSULET CORP | $903.35万 | 0.34% | 59,333 | -9,063 | -13.3% | -$137.98万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $915.90万 | 0.34% | 9,056 | 898 | 11.0% | $90.82万 | 加仓 |
| SNA | SNAP ON INC | $971.96万 | 0.36% | 24,154 | -428 | -1.7% | -$17.22万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $991.52万 | 0.37% | 135,066 | 3,212 | 2.4% | $23.58万 | 加仓 |
| COWZ | PACER FDS TR | $1,020.02万 | 0.38% | 163,990 | 26,091 | 18.9% | $162.29万 | 加仓 |