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 |
|---|---|---|---|---|---|---|---|---|
| UBER | UBER TECHNOLOGIES INC | $1,042.92万 | 0.39% | 144,529 | -3,977 | -2.7% | -$28.70万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1,055.05万 | 0.39% | 36,032 | 2,777 | 8.4% | $81.31万 | 加仓 |
| CB | CHUBB LIMITED | $1,082.05万 | 0.40% | 31,756 | -1,504 | -4.5% | -$51.25万 | 减仓 |
| META | META PLATFORMS INC | $1,095.27万 | 0.41% | 19,444 | -184 | -0.9% | -$10.36万 | 减仓 |
| RTX | RTX CORPORATION | $1,187.68万 | 0.44% | 62,599 | -1,700 | -2.6% | -$32.25万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,223.63万 | 0.45% | 139,413 | 7,136 | 5.4% | $62.63万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,254.35万 | 0.47% | 69,849 | 12,795 | 22.4% | $229.77万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,352.02万 | 0.50% | 70,980 | -6,163 | -8.0% | -$117.39万 | 减仓 |
| NVR | NVR INC | $1,382.44万 | 0.51% | 2,029 | -92 | -4.3% | -$62.68万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,419.59万 | 0.53% | 112,362 | -2,394 | -2.1% | -$30.25万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,456.54万 | 0.54% | 36,626 | -1,895 | -4.9% | -$75.36万 | 减仓 |
| URI | UNITED RENTALS INC | $1,459.28万 | 0.54% | 12,881 | 217 | 1.7% | $24.58万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,565.48万 | 0.58% | 49,723 | -5,951 | -10.7% | -$187.36万 | 减仓 |
| DXCM | DEXCOM INC | $1,634.40万 | 0.61% | 242,672 | -14,691 | -5.7% | -$98.94万 | 减仓 |
| CVX | CHEVRON CORPORATION | $1,724.29万 | 0.64% | 104,023 | -8,098 | -7.2% | -$134.23万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,846.24万 | 0.69% | 38,659 | -1,402 | -3.5% | -$66.96万 | 减仓 |
| GEV | GE VERNOVA INC | $1,931.24万 | 0.72% | 16,438 | -363 | -2.2% | -$42.65万 | 减仓 |
| CSCO | CISCO SYS INC | $1,949.34万 | 0.72% | 165,957 | -36,801 | -18.2% | -$432.27万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $2,012.63万 | 0.75% | 112,917 | -5,458 | -4.6% | -$97.28万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,030.16万 | 0.75% | 27,186 | -2,144 | -7.3% | -$160.11万 | 减仓 |
| LLY | ELI LILLY & CO | $2,057.99万 | 0.76% | 17,158 | -860 | -4.8% | -$103.15万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $2,099.03万 | 0.78% | 30,562 | 5,006 | 19.6% | $343.82万 | 加仓 |
| ABBV | ABBVIE INC | $2,125.73万 | 0.79% | 84,475 | -1,630 | -1.9% | -$41.02万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $2,221.55万 | 0.83% | 372,181 | 62,774 | 20.3% | $374.70万 | 加仓 |
| AVGO | BROADCOM INC | $2,339.81万 | 0.87% | 61,941 | -3,600 | -5.5% | -$135.99万 | 减仓 |
| ETN | EATON CORP PLC | $2,373.74万 | 0.88% | 55,706 | -1,831 | -3.2% | -$78.02万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $2,384.79万 | 0.89% | 140,381 | 44,597 | 46.6% | $757.61万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,651.54万 | 0.98% | 53,380 | -2,724 | -4.9% | -$135.31万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,854.63万 | 1.06% | 112,400 | -1,452 | -1.3% | -$36.88万 | 减仓 |
| IDXX | IDEXX LABS INC | $2,903.47万 | 1.08% | 55,153 | -3,657 | -6.2% | -$192.52万 | 减仓 |
| IVV | ISHARES TR | $2,912.60万 | 1.08% | 38,892 | -1,086 | -2.7% | -$81.33万 | 减仓 |
| ROST | ROSS STORES INC | $3,122.84万 | 1.16% | 146,715 | -7,285 | -4.7% | -$155.06万 | 减仓 |
| TJX | TJX COS INC NEW | $3,184.13万 | 1.18% | 210,173 | -9,780 | -4.4% | -$148.17万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,240.02万 | 1.20% | 640,700 | 23,133 | 3.7% | $116.98万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $3,460.63万 | 1.29% | 198,590 | 101,979 | 105.6% | $1,777.09万 | 加仓 |
| FTNT | FORTINET INC | $3,551.53万 | 1.32% | 231,189 | -10,085 | -4.2% | -$154.93万 | 减仓 |
| AMGN | AMGEN INC | $3,801.83万 | 1.41% | 104,988 | -1,832 | -1.7% | -$66.34万 | 减仓 |
| AGG | ISHARES TR | $3,847.56万 | 1.43% | 388,721 | 18,742 | 5.1% | $185.51万 | 加仓 |
| ACWI | ISHARES TR | $4,035.85万 | 1.50% | 257,110 | 66,553 | 34.9% | $1,044.68万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $4,372.37万 | 1.62% | 85,132 | -23,899 | -21.9% | -$1,227.45万 | 减仓 |
| ADI | ANALOG DEVICES INC | $4,426.25万 | 1.64% | 111,445 | -17,012 | -13.2% | -$675.66万 | 减仓 |
| MS | MORGAN STANLEY | $4,778.43万 | 1.77% | 228,589 | -11,001 | -4.6% | -$229.97万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,894.93万 | 1.82% | 206,869 | -369 | -0.2% | -$8.73万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $4,996.49万 | 1.86% | 146,516 | -7,433 | -4.8% | -$253.48万 | 减仓 |
| GOOGL | ALPHABET INC | $5,026.12万 | 1.87% | 140,642 | -4,127 | -2.9% | -$147.49万 | 减仓 |
| CAT | CATERPILLAR INC | $5,379.21万 | 2.00% | 50,514 | -1,822 | -3.5% | -$194.02万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $5,389.65万 | 2.00% | 164,655 | -32,457 | -16.5% | -$1,062.41万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,250.27万 | 2.32% | 312,373 | -6,264 | -2.0% | -$125.34万 | 减仓 |
| AMAT | APPLIED MATLS INC | $6,252.94万 | 2.32% | 86,486 | -14,402 | -14.3% | -$1,041.27万 | 减仓 |
| SHY | ISHARES TR | $6,369.35万 | 2.37% | 775,709 | -6,426 | -0.8% | -$52.76万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $6,663.06万 | 2.47% | 843,105 | -3,529 | -0.4% | -$27.89万 | 减仓 |
| MSFT | MICROSOFT CORP | $6,759.48万 | 2.51% | 181,210 | -3,335 | -1.8% | -$124.40万 | 减仓 |
| AAPL | APPLE INC | $7,157.97万 | 2.66% | 247,372 | -7,486 | -2.9% | -$216.62万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $7,389.41万 | 2.74% | 127,204 | -17,042 | -11.8% | -$989.99万 | 减仓 |
| IAU | ISHARES GOLD TR | $7,694.93万 | 2.86% | 1,019,061 | 47,402 | 4.9% | $357.93万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $7,970.21万 | 2.96% | 1,118,625 | 82,302 | 7.9% | $586.40万 | 加仓 |
| IJR | ISHARES TR | $1.72亿 | 6.38% | 1,158,855 | 96,677 | 9.1% | $1,433.82万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $1.96亿 | 7.30% | 530,893 | -5,296 | -1.0% | -$195.97万 | 减仓 |