BEACON INVESTMENT ADVISORY SERVICES, INC.
MORRISTOWN NJ · SEC CIK 0001654599
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| MRK | MERCK & CO INC | $319.78万 | 0.13% | 26,584 | -1,359 | -4.9% | -$16.35万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $318.91万 | 0.13% | 6,655 | -192 | -2.8% | -$9.20万 | 减仓 |
| PFS | PROVIDENT FINL SVCS INC | $318.76万 | 0.13% | 150,643 | -6,353 | -4.0% | -$13.44万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $317.49万 | 0.13% | 11,974 | 0 | 0.0% | — | 不变 |
| GSY | INVESCO ACTIVELY MANAGED EXC | $309.60万 | 0.13% | 61,772 | -56,108 | -47.6% | -$281.21万 | 减仓 |
| ESML | ISHARES TR | $303.64万 | 0.12% | 64,576 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $275.12万 | 0.11% | 36,634 | -915 | -2.4% | -$6.87万 | 减仓 |
| QCOM | QUALCOMM INC | $268.66万 | 0.11% | 20,862 | -59,009 | -73.9% | -$759.92万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $229.15万 | 0.09% | 28,307 | -24 | -0.1% | -$1,943 | 减仓 |
| UNP | UNION PAC CORP | $226.22万 | 0.09% | 9,324 | -73 | -0.8% | -$1.77万 | 减仓 |
| BIIB | BIOGEN INC | $225.75万 | 0.09% | 12,314 | -360 | -2.8% | -$6.60万 | 减仓 |
| GLW | CORNING INC | $212.28万 | 0.09% | 15,612 | -333 | -2.1% | -$4.53万 | 减仓 |
| APH | AMPHENOL CORP | $206.71万 | 0.08% | 16,360 | 3,961 | 31.9% | $50.05万 | 加仓 |
| TRMB | TRIMBLE INC | $197.35万 | 0.08% | 30,254 | 1,310 | 4.5% | $8.55万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $187.63万 | 0.08% | 1,883 | -142 | -7.0% | -$14.15万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $156.64万 | 0.06% | 5,179 | 128 | 2.5% | $3.87万 | 加仓 |
| LOW | LOWES COS INC | $150.25万 | 0.06% | 6,359 | -764 | -10.7% | -$18.05万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $146.91万 | 0.06% | 20,481 | 4,181 | 25.7% | $29.99万 | 加仓 |
| ICSH | ISHARES TR | $144.63万 | 0.06% | 28,572 | -11,988 | -29.6% | -$60.68万 | 减仓 |
| QQQ | INVESCO QQQ TR | $143.28万 | 0.06% | 2,482 | -57 | -2.2% | -$3.29万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $137.39万 | 0.06% | 3,507 | -1,144 | -24.6% | -$44.82万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $134.25万 | 0.06% | 11,317 | -150 | -1.3% | -$1.78万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $132.99万 | 0.05% | 12,953 | -58 | -0.4% | -$5,955 | 减仓 |
| KVUE | KENVUE INC | $126.96万 | 0.05% | 73,643 | -334,769 | -82.0% | -$577.14万 | 减仓 |
| COP | CONOCOPHILLIPS | $121.76万 | 0.05% | 9,224 | 556 | 6.4% | $7.34万 | 加仓 |
| ORCL | ORACLE CORP | $120.96万 | 0.05% | 8,222 | -153 | -1.8% | -$2.25万 | 减仓 |
| TXN | TEXAS INSTRS INC | $112.50万 | 0.05% | 5,795 | -109 | -1.8% | -$2.12万 | 减仓 |
| VLTO | VERALTO CORP | $110.04万 | 0.05% | 12,445 | -2,292 | -15.6% | -$20.27万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $108.32万 | 0.04% | 5,126 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $107.81万 | 0.04% | 1,545 | -176 | -10.2% | -$12.28万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $102.40万 | 0.04% | 5,040 | -2,395 | -32.2% | -$48.66万 | 减仓 |
| T | AT&T INC | $102.27万 | 0.04% | 35,277 | -1,870 | -5.0% | -$5.42万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $102.21万 | 0.04% | 2,618 | -323 | -11.0% | -$12.61万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $101.17万 | 0.04% | 2,859 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $100.53万 | 0.04% | 14,887 | 28 | 0.2% | $1,891 | 加仓 |
| MTB | M & T BK CORP | $100.11万 | 0.04% | 4,843 | 572 | 13.4% | $11.82万 | 加仓 |
| GE | GE AEROSPACE | $99.06万 | 0.04% | 3,491 | 19 | 0.5% | $5,392 | 加仓 |
| BF/B | BROWN FORMAN CORP | $98.59万 | 0.04% | 37,289 | -2,567 | -6.4% | -$6.79万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $93.34万 | 0.04% | 8,377 | -50,047 | -85.7% | -$557.63万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $93.08万 | 0.04% | 36,304 | -1,162 | -3.1% | -$2.98万 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $91.33万 | 0.04% | 40,900 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $90.38万 | 0.04% | 19,080 | 1,224 | 6.9% | $5.80万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $90.37万 | 0.04% | 5,466 | -146 | -2.6% | -$2.41万 | 减仓 |
| GLD | SPDR GOLD TR | $90.15万 | 0.04% | 2,095 | -385 | -15.5% | -$16.57万 | 减仓 |
| WMT | WALMART INC | $85.43万 | 0.04% | 6,874 | -713 | -9.4% | -$8.86万 | 减仓 |
| DG | DOLLAR GEN CORP | $80.55万 | 0.03% | 6,784 | 1,177 | 21.0% | $13.97万 | 加仓 |
| AZN | ASTRAZENECA PLC | $79.74万 | 0.03% | 4,043 | 4,043 | — | $79.74万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $78.24万 | 0.03% | 18,957 | -154,639 | -89.1% | -$638.20万 | 减仓 |
| PHM | PULTE GROUP INC | $77.79万 | 0.03% | 6,614 | 1,081 | 19.5% | $12.71万 | 加仓 |
| VTRS | VIATRIS INC | $75.70万 | 0.03% | 56,034 | 8,597 | 18.1% | $11.61万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $75.14万 | 0.03% | 2,224 | 58 | 2.7% | $1.96万 | 加仓 |
| DIS | DISNEY WALT CO | $75.00万 | 0.03% | 7,782 | -77,993 | -90.9% | -$751.66万 | 减仓 |
| BX | BLACKSTONE INC | $74.46万 | 0.03% | 6,475 | -1,244 | -16.1% | -$14.31万 | 减仓 |
| DE | DEERE & CO | $73.23万 | 0.03% | 1,300 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $72.00万 | 0.03% | 14,343 | -756 | -5.0% | -$3.80万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $71.81万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $71.58万 | 0.03% | 9,129 | -399 | -4.2% | -$3.13万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $71.12万 | 0.03% | 2,934 | -283 | -8.8% | -$6.86万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $70.89万 | 0.03% | 1,173 | -90 | -7.1% | -$5.44万 | 减仓 |
| COO | COOPER COS INC | $70.02万 | 0.03% | 9,793 | 9,793 | — | $70.02万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $69.95万 | 0.03% | 4,569 | 4,569 | — | $69.95万 | 新建仓 |
| PFE | PFIZER INC | $69.33万 | 0.03% | 24,688 | -3,296 | -11.8% | -$9.26万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $68.71万 | 0.03% | 23,931 | 2,420 | 11.3% | $6.95万 | 加仓 |
| MCD | MCDONALDS CORP | $68.53万 | 0.03% | 2,205 | 0 | 0.0% | — | 不变 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $67.12万 | 0.03% | 8,813 | -1,326 | -13.1% | -$10.10万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $66.43万 | 0.03% | 9,013 | 561 | 6.6% | $4.13万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $65.96万 | 0.03% | 11,447 | 1,994 | 21.1% | $11.49万 | 加仓 |
| HAS | HASBRO INC | $65.18万 | 0.03% | 6,964 | 1,283 | 22.6% | $12.01万 | 加仓 |
| KO | COCA COLA CO | $63.30万 | 0.03% | 8,324 | -438 | -5.0% | -$3.33万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $61.22万 | 0.03% | 4,593 | 4,593 | — | $61.22万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $61.08万 | 0.03% | 4,799 | 783 | 19.5% | $9.97万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $59.03万 | 0.02% | 4,086 | -739 | -15.3% | -$10.68万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $58.62万 | 0.02% | 6,878 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $56.66万 | 0.02% | 4,933 | 829 | 20.2% | $9.52万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $54.56万 | 0.02% | 1,110 | -117 | -9.5% | -$5.75万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $52.96万 | 0.02% | 1,116 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $52.93万 | 0.02% | 1,956 | -214 | -9.9% | -$5.79万 | 减仓 |
| NKE | NIKE INC | $52.46万 | 0.02% | 9,932 | 1,681 | 20.4% | $8.88万 | 加仓 |
| VO | VANGUARD INDEX FDS | $52.12万 | 0.02% | 1,815 | 0 | 0.0% | — | 不变 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $50.74万 | 0.02% | 3,897 | -180 | -4.4% | -$2.34万 | 减仓 |
| AIZ | ASSURANT INC | $50.60万 | 0.02% | 2,323 | 405 | 21.1% | $8.82万 | 加仓 |
| NVS | NOVARTIS AG | $50.55万 | 0.02% | 3,309 | -1,641 | -33.2% | -$25.07万 | 减仓 |
| AFL | AFLAC INC | $49.02万 | 0.02% | 4,468 | -32 | -0.7% | -$3,511 | 减仓 |
| SOLV | SOLVENTUM CORP | $48.65万 | 0.02% | 7,450 | 1,256 | 20.3% | $8.20万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $48.40万 | 0.02% | 3,379 | 611 | 22.1% | $8.75万 | 加仓 |
| ITA | ISHARES TR | $48.26万 | 0.02% | 2,206 | -50 | -2.2% | -$1.09万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $47.73万 | 0.02% | 4,375 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $47.63万 | 0.02% | 7,217 | -31 | -0.4% | -$2,046 | 减仓 |
| IWD | ISHARES TR | $47.11万 | 0.02% | 2,205 | -21,976 | -90.9% | -$469.56万 | 减仓 |
| IVZ | INVESCO LTD | $46.52万 | 0.02% | 19,150 | 3,168 | 19.8% | $7.70万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $46.06万 | 0.02% | 2,687 | 940 | 53.8% | $16.11万 | 加仓 |
| VB | VANGUARD INDEX FDS | $45.38万 | 0.02% | 1,733 | -66 | -3.7% | -$1.73万 | 减仓 |
| AYI | ACUITY INC | $44.33万 | 0.02% | 1,582 | 283 | 21.8% | $7.93万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $43.76万 | 0.02% | 7,214 | -274 | -3.7% | -$1.66万 | 减仓 |
| PAYX | PAYCHEX INC | $42.78万 | 0.02% | 4,644 | -910 | -16.4% | -$8.38万 | 减仓 |
| SDY | SPDR SERIES TRUST | $41.78万 | 0.02% | 2,863 | -295 | -9.3% | -$4.31万 | 减仓 |
| VNT | VONTIER CORPORATION | $41.34万 | 0.02% | 11,655 | 1,863 | 19.0% | $6.61万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $39.58万 | 0.02% | 1,379 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $38.55万 | 0.02% | 1,552 | 308 | 24.8% | $7.65万 | 加仓 |
| MMM | 3M CO | $38.01万 | 0.02% | 2,617 | -195 | -6.9% | -$2.83万 | 减仓 |