13F 机构持仓

BEACON INVESTMENT ADVISORY SERVICES, INC.

MORRISTOWN NJ · SEC CIK 0001654599

2026Q22026Q1 更早 9 个季度 🔒
$24.35亿2026Q1 申报市值
785持仓数
34.3%前十大占比 · 第一大 7.1%
520 / 5新建仓 / 清仓
申报市值走势$26.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 7.1%
IJR 5.4%
IAU 3.5%
MSFT 2.8%
VCSH 2.8%
VEA 2.7%
AAPL 2.7%
SHY 2.7%
JPM 2.4%
NVDA 2.3%

2026Q1 买入最多 按季末市值估算

CVX 加仓+$2,204.37万
AMGN 加仓+$1,783.56万
VIG 加仓+$1,698.65万
IJR 加仓+$1,527.14万
GEV 加仓+$1,373.16万

2026Q1 卖出最多 按季末市值估算

GOOGL 减仓-$2,065.26万
TJX 减仓-$1,277.52万
HD 减仓-$1,187.71万
SPY 减仓-$1,143.77万
JPM 减仓-$838.06万

2026Q1 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
AZN ASTRAZENECA PLC $00.00%0 -4,044-100.0% -$74.34万 清仓
— EXACT SCIENCES CORP $00.00%0 -2,218-100.0% -$22.53万 清仓
QYLD GLOBAL X FDS $00.00%0 -10,280-100.0% -$18.16万 清仓
WEST WESTROCK COFFEE CO $00.00%25 25— — 新建仓
— ABRDN GLOBAL DYNAMIC DIVIDEN $20.00%0 0— — 清仓
— VINCE HLDG CORP $30.00%1 1— $3 新建仓
— SKILLZ INC $30.00%1 1— $3 新建仓
— PDS BIOTECHNOLOGY CORP $40.00%5 5— $4 新建仓
— WORKHORSE GROUP INC $40.00%1 1— $4 新建仓
JETS ETF SER SOLUTIONS $70.00%0 0— — 清仓
— BEYOND MEAT INC $100.00%14 14— $10 新建仓
PINS PINTEREST INC $370.00%2 2— $37 新建仓
VTIP VANGUARD MALVERN FDS $500.00%1 1— $50 新建仓
NOK NOKIA CORP $730.00%9 9— $73 新建仓
— GAMBLING COM GROUP LIMITED $780.00%20 20— $78 新建仓
— DIGIMARC CORP NEW $840.00%17 17— $84 新建仓
PNR PENTAIR PLC $880.00%1 1— $88 新建仓
LCID LUCID GROUP INC $960.00%10 10— $96 新建仓
OUSA ALPS ETF TR $1120.00%2 2— $112 新建仓
— GABELLI EQUITY TR INC $1330.00%19,000 19,000— $133 新建仓
ANGX ANGEL STUDIOS INC $1620.00%53 53— $162 新建仓
WEN WENDYS CO $1810.00%26 26— $181 新建仓
VTWV VANGUARD SCOTTSDALE FDS $1850.00%1 1— $185 新建仓
BHF BRIGHTHOUSE FINL INC $3000.00%5 5— $300 新建仓
WHR WHIRLPOOL CORP $3240.00%6 6— $324 新建仓
FG F&G ANNUITIES & LIFE INC $3300.00%13 13— $330 新建仓
AA ALCOA CORP $3320.00%5 5— $332 新建仓
SMR NUSCALE PWR CORP $3800.00%35 35— $380 新建仓
NVAX NOVAVAX INC $4730.00%58 58— $473 新建仓
PAX PATRIA INVESTMENTS LIMITED $4920.00%39 39— $492 新建仓
UBS UBS GROUP AG $5080.00%13 13— $508 新建仓
VYX NCR VOYIX CORPORATION $5580.00%88 88— $558 新建仓
SEZL SEZZLE INC $6330.00%10 10— $633 新建仓
— AVANOS MED INC $6730.00%48 48— $673 新建仓
KD KYNDRYL HLDGS INC $7090.00%54 54— $709 新建仓
DKNG DRAFTKINGS INC NEW $7140.00%33 33— $714 新建仓
AXON AXON ENTERPRISE INC $8500.00%2 2— $850 新建仓
FIS FIDELITY NATL INFORMATION SV $9390.00%20 20— $939 新建仓
VIAV VIAVI SOLUTIONS INC $9490.00%29 29— $949 新建仓
— AMERICAN BITCOIN CORP. $1,0170.00%1,100 1,100— $1,017 新建仓
CI THE CIGNA GROUP $1,0670.00%4 4— $1,067 新建仓
ABEO ABEONA THERAPEUTICS INC $1,0760.00%240 240— $1,076 新建仓
— PATRIOT NATL BANCORP INC $1,2900.00%1,000 1,000— $1,290 新建仓
UNIT UNITI GROUP LLC $1,3140.00%140 140— $1,314 新建仓
SXC SUNCOKE ENERGY INC $1,3220.00%203 203— $1,322 新建仓
CC CHEMOURS CO $1,3220.00%60 60— $1,322 新建仓
HIG HARTFORD INSURANCE GROUP INC $1,3530.00%10 10— $1,353 新建仓
DIA STATE STR SPDR DOW JONES IND $1,3900.00%3 3— $1,390 新建仓
MOO VANECK ETF TRUST $1,6060.00%19 19— $1,606 新建仓
BTG B2GOLD CORP $1,7450.00%385 385— $1,745 新建仓
COIN COINBASE GLOBAL INC $1,7470.00%10 10— $1,747 新建仓
HROW HARROW INC $1,7630.00%50 50— $1,763 新建仓
LEVI LEVI STRAUSS & CO NEW $1,8490.00%100 100— $1,849 新建仓
NCLH NORWEGIAN CRUISE LINE HLDGS $1,8700.00%100 100— $1,870 新建仓
NATL NCR ATLEOS CORPORATION $1,9180.00%44 44— $1,918 新建仓
POST POST HLDGS INC $1,9780.00%20 20— $1,978 新建仓
MSTR STRATEGY INC $1,9970.00%16 16— $1,997 新建仓
FICO FAIR ISAAC CORP $2,1360.00%2 2— $2,136 新建仓
BAX BAXTER INTL INC $2,2350.00%133 133— $2,235 新建仓
TDC TERADATA CORP DEL $2,2560.00%88 88— $2,256 新建仓
LQD ISHARES TR $2,2890.00%21 21— $2,289 新建仓
HLN HALEON PLC $2,2930.00%229 229— $2,293 新建仓
OGN ORGANON & CO $2,5460.00%425 425— $2,546 新建仓
GMED GLOBUS MED INC $2,9300.00%34 34— $2,930 新建仓
QUAL ISHARES TR $2,9370.00%15 15— $2,937 新建仓
IWS ISHARES TR $3,0610.00%21 21— $3,061 新建仓
— OCCIDENTAL PETE CORP $3,3470.00%78 78— $3,347 新建仓
LITE LUMENTUM HLDGS INC $3,5140.00%5 5— $3,514 新建仓
GERN GERON CORP $3,5760.00%2,400 2,400— $3,576 新建仓
FNDA SCHWAB STRATEGIC TR $3,6330.00%112 112— $3,633 新建仓
PPT PUTNAM PREMIER INCOME TR $3,6500.00%1,028 1,028— $3,650 新建仓
CHTR CHARTER COMMUNICATIONS INC $3,6700.00%17 17— $3,670 新建仓
HWM HOWMET AEROSPACE INC $3,6880.00%16 16— $3,688 新建仓
BNDX VANGUARD CHARLOTTE FDS $3,7000.00%77 77— $3,700 新建仓
SCHP SCHWAB STRATEGIC TR $3,7530.00%141 141— $3,753 新建仓
YUMC YUM CHINA HLDGS INC $3,9030.00%80 80— $3,903 新建仓
QGRO AMERICAN CENTY ETF TR $3,9330.00%37 37— $3,933 新建仓
CBLL CERIBELL INC $3,9410.00%215 215— $3,941 新建仓
SBRA SABRA HEALTH CARE REIT INC $3,9430.00%205 205— $3,943 新建仓
TMDX TRANSMEDICS GROUP INC $3,9770.00%40 40— $3,977 新建仓
HYD VANECK ETF TRUST $4,0620.00%81 81— $4,062 新建仓
FYX FIRST TR EXCHANGE-TRADED ALP $4,1780.00%35 35— $4,178 新建仓
PPTA PERPETUA RESOURCES CORP $4,2180.00%150 150— $4,218 新建仓
PATH UIPATH INC $4,2520.00%383 383— $4,252 新建仓
DXYZ DESTINY TECH100 INC $4,4190.00%165 165— $4,419 新建仓
BG BUNGE GLOBAL SA $4,4520.00%35 35— $4,452 新建仓
FTGS FIRST TR EXCHANGE-TRADED FD $4,5970.00%135 135— $4,597 新建仓
TNDM TANDEM DIABETES CARE INC $4,6010.00%240 240— $4,601 新建仓
VMBS VANGUARD SCOTTSDALE FDS $4,6490.00%99 99— $4,649 新建仓
— SIFY TECHNOLOGIES LTD $4,6820.00%366 366— $4,682 新建仓
QQQJ INVESCO EXCH TRADED FD TR II $4,7150.00%130 130— $4,715 新建仓
ENPH ENPHASE ENERGY INC $4,7270.00%125 125— $4,727 新建仓
TFI SPDR SERIES TRUST $4,7610.00%105 105— $4,761 新建仓
— LAZARD GLOBAL TOTAL RETURN & $4,8270.00%300 300— $4,827 新建仓
BITQ BITWISE FUNDS TRUST $4,9040.00%260 260— $4,904 新建仓
EWJ ISHARES INC $5,0670.00%60 60— $5,067 新建仓
CCL CARNIVAL CORP $5,1760.00%200 200— $5,176 新建仓
BBWI BATH & BODY WORKS INC $5,3770.00%288 288— $5,377 新建仓
MRNA MODERNA INC $5,4870.00%108 108— $5,487 新建仓
ETH GRAYSCALE ETHEREUM STAKING $5,5220.00%278 278— $5,522 新建仓