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 |
|---|---|---|---|---|---|---|---|---|
| ESML | ISHARES TR | $361.17万 | 0.13% | 64,576 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BLDG PRODS INC | $349.43万 | 0.13% | 15,203 | 3,229 | 27.0% | $74.22万 | 加仓 |
| HD | HOME DEPOT INC | $332.39万 | 0.12% | 9,425 | -33,998 | -78.3% | -$1,198.99万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $328.66万 | 0.12% | 6,568 | -87 | -1.3% | -$4.35万 | 减仓 |
| MRK | MERCK & CO INC | $325.08万 | 0.12% | 25,298 | -1,286 | -4.8% | -$16.53万 | 减仓 |
| APH | AMPHENOL CORP | $319.88万 | 0.12% | 18,142 | 1,782 | 10.9% | $31.42万 | 加仓 |
| PFS | PROVIDENT FINL SVCS INC | $308.84万 | 0.11% | 130,643 | -20,000 | -13.3% | -$47.28万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $304.27万 | 0.11% | 36,331 | -303 | -0.8% | -$2.54万 | 减仓 |
| CRM | SALESFORCE INC | $277.19万 | 0.10% | 17,694 | -2,125 | -10.7% | -$33.29万 | 减仓 |
| BIIB | BIOGEN INC | $264.22万 | 0.10% | 12,229 | -85 | -0.7% | -$1.84万 | 减仓 |
| VSGX | VANGUARD WORLD FD | $263.33万 | 0.10% | 31,981 | 11,500 | 56.1% | $94.69万 | 加仓 |
| QCOM | QUALCOMM INC | $254.75万 | 0.09% | 13,786 | -7,076 | -33.9% | -$130.76万 | 减仓 |
| UNP | UNION PAC CORP | $248.44万 | 0.09% | 9,134 | -190 | -2.0% | -$5.17万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $229.64万 | 0.09% | 1,989 | -235 | -10.6% | -$27.13万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $228.36万 | 0.08% | 28,137 | -170 | -0.6% | -$1.38万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $220.43万 | 0.08% | 6,402 | -58,195 | -90.1% | -$2,003.77万 | 减仓 |
| QQQ | INVESCO QQQ TR | $182.21万 | 0.07% | 2,474 | -8 | -0.3% | -$5,892 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $177.32万 | 0.07% | 7,918 | 2,878 | 57.1% | $64.45万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $173.44万 | 0.06% | 5,128 | -51 | -1.0% | -$1.72万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $171.63万 | 0.06% | 2,249 | -369 | -14.1% | -$28.16万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $163.66万 | 0.06% | 11,317 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $161.07万 | 0.06% | 13,476 | 1,116 | 9.0% | $13.34万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $160.25万 | 0.06% | 1,713 | -170 | -9.0% | -$15.90万 | 减仓 |
| TXN | TEXAS INSTRS INC | $159.56万 | 0.06% | 5,353 | -442 | -7.6% | -$13.17万 | 减仓 |
| TRMB | TRIMBLE INC | $159.47万 | 0.06% | 31,159 | 905 | 3.0% | $4.63万 | 加仓 |
| ICSH | ISHARES TR | $144.52万 | 0.05% | 28,572 | 0 | 0.0% | — | 不变 |
| 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 |
| LOW | LOWES COS INC | $128.19万 | 0.05% | 5,814 | -545 | -8.6% | -$12.02万 | 减仓 |
| MTB | M & T BK CORP | $125.84万 | 0.05% | 5,287 | 444 | 9.2% | $10.57万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $121.77万 | 0.05% | 5,126 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE | $119.18万 | 0.04% | 3,189 | -302 | -8.7% | -$11.29万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $118.97万 | 0.04% | 5,202 | 609 | 13.3% | $13.93万 | 加仓 |
| ORCL | ORACLE CORP | $118.04万 | 0.04% | 8,055 | -167 | -2.0% | -$2.45万 | 减仓 |
| DG | DOLLAR GEN CORP | $112.21万 | 0.04% | 9,748 | 2,964 | 43.7% | $34.12万 | 加仓 |
| VLTO | VERALTO CORP | $110.81万 | 0.04% | 12,496 | 51 | 0.4% | $4,523 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $106.25万 | 0.04% | 36,104 | -200 | -0.6% | -$5,886 | 减仓 |
| PHM | PULTE GROUP INC | $100.70万 | 0.04% | 7,339 | 725 | 11.0% | $9.95万 | 加仓 |
| COP | CONOCOPHILLIPS | $99.67万 | 0.04% | 9,587 | 363 | 3.9% | $3.77万 | 加仓 |
| BF/B | BROWN FORMAN CORP | $99.38万 | 0.04% | 37,289 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $97.08万 | 0.04% | 61,133 | 5,099 | 9.1% | $8.10万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $96.75万 | 0.04% | 2,859 | 0 | 0.0% | — | 不变 |
| AOM | ISHARES TR | $94.98万 | 0.04% | 19,037 | -43 | -0.2% | -$2,145 | 减仓 |
| PAA | PLAINS ALL AMERN PIPELINE L | $91.04万 | 0.03% | 40,900 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $90.67万 | 0.03% | 5,012 | -454 | -8.3% | -$8.21万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $89.22万 | 0.03% | 12,895 | 1,448 | 12.6% | $10.02万 | 加仓 |
| T | AT&T INC | $88.16万 | 0.03% | 42,588 | 7,311 | 20.7% | $15.13万 | 加仓 |
| COO | COOPER COS INC | $85.25万 | 0.03% | 11,888 | 2,095 | 21.4% | $15.02万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $81.09万 | 0.03% | 9,709 | 696 | 7.7% | $5.81万 | 加仓 |
| IJH | ISHARES TR | $78.05万 | 0.03% | 10,122 | -4,765 | -32.0% | -$36.74万 | 减仓 |
| WMT | WALMART INC | $77.86万 | 0.03% | 6,874 | 0 | 0.0% | — | 不变 |
| AZN | ASTRAZENECA PLC | $76.66万 | 0.03% | 4,043 | 0 | 0.0% | — | 不变 |
| APO | APOLLO GLOBAL MGMT INC | $75.80万 | 0.03% | 6,407 | -1,970 | -23.5% | -$23.31万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $75.69万 | 0.03% | 8,341 | -4,612 | -35.6% | -$41.85万 | 减仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $74.90万 | 0.03% | 8,454 | -359 | -4.1% | -$3.18万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.03% | 1 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $72.36万 | 0.03% | 1,741 | -215 | -11.0% | -$8.94万 | 减仓 |
| DIS | DISNEY WALT CO | $71.82万 | 0.03% | 7,462 | -320 | -4.1% | -$3.08万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $71.12万 | 0.03% | 9,129 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $70.85万 | 0.03% | 6,021 | -454 | -7.0% | -$5.34万 | 减仓 |
| AIZ | ASSURANT INC | $69.95万 | 0.03% | 2,605 | 282 | 12.1% | $7.57万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $69.04万 | 0.03% | 16,306 | 1,963 | 13.7% | $8.31万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $67.66万 | 0.03% | 5,370 | 571 | 11.9% | $7.19万 | 加仓 |
| AYI | ACUITY INC | $67.50万 | 0.03% | 1,792 | 210 | 13.3% | $7.91万 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $66.28万 | 0.02% | 5,607 | 674 | 13.7% | $7.97万 | 加仓 |
| GLD | SPDR GOLD TR | $65.39万 | 0.02% | 1,775 | -320 | -15.3% | -$11.79万 | 减仓 |
| HAS | HASBRO INC | $65.00万 | 0.02% | 7,870 | 906 | 13.0% | $7.48万 | 加仓 |
| SOLV | SOLVENTUM CORP | $64.24万 | 0.02% | 8,327 | 877 | 11.8% | $6.77万 | 加仓 |
| INCY | INCYTE CORP | $63.57万 | 0.02% | 5,608 | 5,608 | — | $63.57万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $62.83万 | 0.02% | 6,853 | -25 | -0.4% | -$2,292 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $62.11万 | 0.02% | 3,811 | 432 | 12.8% | $7.04万 | 加仓 |
| PFE | PFIZER INC | $61.17万 | 0.02% | 25,404 | 716 | 2.9% | $1.72万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $60.35万 | 0.02% | 4,115 | 29 | 0.7% | $4,253 | 加仓 |
| CMCSA | COMCAST CORP NEW | $59.67万 | 0.02% | 24,306 | 375 | 1.6% | $9,206 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $59.53万 | 0.02% | 5,214 | 645 | 14.1% | $7.36万 | 加仓 |
| AFL | AFLAC INC | $58.68万 | 0.02% | 5,005 | 537 | 12.0% | $6.30万 | 加仓 |
| VO | VANGUARD INDEX FDS | $58.49万 | 0.02% | 7,260 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $57.49万 | 0.02% | 2,127 | -78 | -3.5% | -$2.11万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $55.07万 | 0.02% | 1,081 | -92 | -7.8% | -$4.69万 | 减仓 |
| JPUS | J P MORGAN EXCHANGE TRADED F | $54.65万 | 0.02% | 3,897 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES TR | $53.48万 | 0.02% | 2,206 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $52.52万 | 0.02% | 1,733 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $51.96万 | 0.02% | 3,081 | 394 | 14.7% | $6.65万 | 加仓 |
| MO | ALTRIA GROUP INC | $51.93万 | 0.02% | 7,217 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $51.09万 | 0.02% | 3,260 | -49 | -1.5% | -$7,679 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $48.84万 | 0.02% | 1,116 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORPORATION | $48.70万 | 0.02% | 4,375 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $48.36万 | 0.02% | 1,995 | -210 | -9.5% | -$5.09万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $48.20万 | 0.02% | 2,530 | 200 | 8.6% | $3.81万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $47.20万 | 0.02% | 757 | -9,055 | -92.3% | -$564.62万 | 减仓 |
| NKE | NIKE INC | $46.45万 | 0.02% | 11,315 | 1,383 | 13.9% | $5.68万 | 加仓 |
| KO | COCA COLA CO | $45.23万 | 0.02% | 5,565 | -2,759 | -33.1% | -$22.42万 | 减仓 |
| VRSN | VERISIGN INC | $44.65万 | 0.02% | 1,775 | 223 | 14.4% | $5.61万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $43.38万 | 0.02% | 1,379 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $42.78万 | 0.02% | 1,247 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $42.77万 | 0.02% | 2,249 | 99 | 4.6% | $1.88万 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $42.71万 | 0.02% | 9,763 | -258 | -2.6% | -$1.13万 | 减仓 |
| SDY | SPDR SERIES TRUST | $41.74万 | 0.02% | 2,743 | -120 | -4.2% | -$1.83万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $41.49万 | 0.02% | 7,200 | -14 | -0.2% | -$807 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $41.21万 | 0.02% | 4,150 | 558 | 15.5% | $5.54万 | 加仓 |
| PAYX | PAYCHEX INC | $40.85万 | 0.02% | 4,154 | -490 | -10.6% | -$4.82万 | 减仓 |