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 |
|---|---|---|---|---|---|---|---|---|
| V | VISA INC | $37.69万 | 0.02% | 1,247 | 6 | 0.5% | $1,813 | 加仓 |
| FELG | FIDELITY COVINGTON TRUST | $37.57万 | 0.02% | 10,021 | 0 | 0.0% | — | 不变 |
| IBB | ISHARES TR | $36.30万 | 0.01% | 2,150 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO EXCHANGE TRADED FD T | $36.28万 | 0.01% | 1,890 | 339 | 21.9% | $6.51万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP | $35.95万 | 0.01% | 3,592 | 3,592 | — | $35.95万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $35.38万 | 0.01% | 10,552 | -674 | -6.0% | -$2.26万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $34.98万 | 0.01% | 3,644 | -505 | -12.2% | -$4.85万 | 减仓 |
| BIL | SPDR SERIES TRUST | $32.07万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $31.55万 | 0.01% | 2,130 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $30.97万 | 0.01% | 2,330 | 2 | 0.1% | $266 | 加仓 |
| EMR | EMERSON ELEC CO | $30.33万 | 0.01% | 2,315 | 0 | 0.0% | — | 不变 |
| MGK | VANGUARD WORLD FD | $30.31万 | 0.01% | 825 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GROUP INC | $30.12万 | 0.01% | 4,002 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $29.62万 | 0.01% | 6,000 | -1,065 | -15.1% | -$5.26万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $29.38万 | 0.01% | 3,322 | 15 | 0.5% | $1,327 | 加仓 |
| IWV | ISHARES TR | $28.80万 | 0.01% | 777 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $28.24万 | 0.01% | 3,648 | 647 | 21.6% | $5.01万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $28.18万 | 0.01% | 2,225 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $28.13万 | 0.01% | 2,073 | -3 | -0.1% | -$407 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $27.65万 | 0.01% | 2,963 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $27.59万 | 0.01% | 3,052 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $26.75万 | 0.01% | 545 | 0 | 0.0% | — | 不变 |
| IHE | ISHARES TR | $26.52万 | 0.01% | 3,060 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC | $26.41万 | 0.01% | 1,103 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $25.76万 | 0.01% | 693 | -75 | -9.8% | -$2.79万 | 减仓 |
| SRE | SEMPRA | $25.59万 | 0.01% | 2,634 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $25.49万 | 0.01% | 874 | -164 | -15.8% | -$4.78万 | 减仓 |
| CAG | CONAGRA BRANDS INC | $25.30万 | 0.01% | 16,093 | 2,544 | 18.8% | $4.00万 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $24.90万 | 0.01% | 5,854 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $23.89万 | 0.01% | 5,653 | 1,352 | 31.4% | $5.71万 | 重新持有 |
| SHOP | SHOPIFY INC | $23.72万 | 0.01% | 2,000 | -350 | -14.9% | -$4.15万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $23.43万 | 0.01% | 653 | 23 | 3.7% | $8,254 | 加仓 |
| GWW | WW GRAINGER INC | $23.34万 | 0.01% | 214 | -15 | -6.6% | -$1.64万 | 减仓 |
| ITOT | ISHARES TR | $22.98万 | 0.01% | 1,613 | 132 | 8.9% | $1.88万 | 加仓 |
| AME | AMETEK INC | $22.40万 | 0.01% | 1,045 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA CORP | $21.59万 | 0.01% | 556 | 556 | — | $21.59万 | 新建仓 |
| BIO | BIO RAD LABS INC | $20.99万 | 0.01% | 753 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $20.87万 | 0.01% | 13,338 | 0 | 0.0% | — | 不变 |
| SGOL | ETFS GOLD TR | $20.80万 | 0.01% | 4,661 | 4,661 | — | $20.80万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $20.72万 | 0.01% | 1,045 | -915 | -46.7% | -$18.14万 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $20.66万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $20.20万 | 0.01% | 3,505 | -1,280 | -26.8% | -$7.38万 | 减仓 |
| GATX | GATX CORP | $20.06万 | 0.01% | 1,175 | 0 | 0.0% | — | 重新持有 |
| XLI | SELECT SECTOR SPDR TR | $19.99万 | 0.01% | 1,236 | -367 | -22.9% | -$5.94万 | 减仓 |
| C | CITIGROUP INC | $19.69万 | 0.01% | 1,736 | -2,667 | -60.6% | -$30.25万 | 减仓 |
| SUSB | ISHARES TR | $19.62万 | 0.01% | 7,829 | 7,829 | — | $19.62万 | 新建仓 |
| UL | UNILEVER PLC | $19.48万 | 0.01% | 3,419 | -787 | -18.7% | -$4.48万 | 减仓 |
| MIDD | MIDDLEBY CORP | $19.40万 | 0.01% | 1,463 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC | $18.95万 | 0.01% | 2,003 | -150 | -7.0% | -$1.42万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $18.75万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $18.63万 | 0.01% | 1,930 | 1,930 | — | $18.63万 | 新建仓 |
| — | VERIS RESIDENTIAL INC | $18.42万 | 0.01% | 9,761 | 9,761 | — | $18.42万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $18.35万 | 0.01% | 3,060 | -1,767 | -36.6% | -$10.60万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $18.20万 | 0.01% | 4,860 | 4,860 | — | $18.20万 | 新建仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $18.16万 | 0.01% | 625 | 625 | — | $18.16万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $18.05万 | 0.01% | 3,991 | -140,791 | -97.2% | -$636.80万 | 减仓 |
| DSI | ISHARES TR | $18.04万 | 0.01% | 1,488 | 1,488 | — | $18.04万 | 新建仓 |
| FNDX | SCHWAB STRATEGIC TR | $17.93万 | 0.01% | 6,438 | -2,132 | -24.9% | -$5.94万 | 减仓 |
| MKC | MCCORMICK & CO INC | $17.87万 | 0.01% | 3,542 | -400 | -10.1% | -$2.02万 | 减仓 |
| HPQ | HP INC | $17.75万 | 0.01% | 9,242 | 9,242 | — | $17.75万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $17.56万 | 0.01% | 629 | -81 | -11.4% | -$2.26万 | 减仓 |
| VV | VANGUARD INDEX FDS | $17.55万 | 0.01% | 587 | 587 | — | $17.55万 | 新建仓 |
| VUG | VANGUARD INDEX FDS | $17.52万 | 0.01% | 401 | -229 | -36.3% | -$10.01万 | 减仓 |
| CMI | CUMMINS INC | $17.49万 | 0.01% | 325 | 325 | — | $17.49万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $17.24万 | 0.01% | 3,524 | 3,524 | — | $17.24万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $17.22万 | 0.01% | 1,785 | -270 | -13.1% | -$2.60万 | 减仓 |
| NUE | NUCOR CORP | $16.34万 | 0.01% | 966 | 966 | — | $16.34万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $16.32万 | 0.01% | 1,246 | -1,098 | -46.8% | -$14.38万 | 减仓 |
| SLB | SLB LIMITED | $16.25万 | 0.01% | 3,163 | 3,163 | — | $16.25万 | 新建仓 |
| FLS | FLOWSERVE CORP | $16.17万 | 0.01% | 2,200 | 2,200 | — | $16.17万 | 新建仓 |
| IDV | ISHARES TR | $16.04万 | 0.01% | 3,769 | 3,769 | — | $16.04万 | 新建仓 |
| DLN | WISDOMTREE TR | $15.98万 | 0.01% | 1,789 | 1,789 | — | $15.98万 | 新建仓 |
| O | REALTY INCOME CORP | $15.96万 | 0.01% | 2,608 | 2,608 | — | $15.96万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $15.78万 | 0.01% | 18,220 | 1,925 | 11.8% | $1.67万 | 加仓 |
| IOO | ISHARES TR | $15.73万 | 0.01% | 1,300 | 1,300 | — | $15.73万 | 新建仓 |
| AON | AON PLC | $15.62万 | 0.01% | 484 | -125 | -20.5% | -$4.03万 | 减仓 |
| IEMG | ISHARES INC | $15.61万 | 0.01% | 2,238 | 2,238 | — | $15.61万 | 新建仓 |
| ALLE | ALLEGION PLC | $15.56万 | 0.01% | 1,071 | 1,071 | — | $15.56万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $15.46万 | 0.01% | 2,524 | 2,524 | — | $15.46万 | 新建仓 |
| XEL | XCEL ENERGY INC | $15.09万 | 0.01% | 1,900 | 1,900 | — | $15.09万 | 新建仓 |
| NFG | NATIONAL FUEL GAS CO | $15.03万 | 0.01% | 1,600 | 1,600 | — | $15.03万 | 新建仓 |
| CSX | CSX CORP | $14.75万 | 0.01% | 3,594 | 3,594 | — | $14.75万 | 新建仓 |
| GLP | GLOBAL PARTNERS LP | $14.73万 | 0.01% | 3,500 | -3,500 | -50.0% | -$14.73万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $14.54万 | 0.01% | 1,285 | 1,285 | — | $14.54万 | 新建仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $14.35万 | 0.01% | 2,082 | 2,082 | — | $14.35万 | 新建仓 |
| PCYO | PURE CYCLE CORP | $14.25万 | 0.01% | 14,166 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC | $14.12万 | 0.01% | 975 | 975 | — | $14.12万 | 新建仓 |
| IGE | ISHARES TR | $13.91万 | 0.01% | 2,210 | 2,210 | — | $13.91万 | 新建仓 |
| — | ISHARES TR | $13.81万 | 0.01% | 1,600 | 1,600 | — | $13.81万 | 新建仓 |
| XETYX | EATON VANCE TAX-MANAGED DIVE | $13.79万 | 0.01% | 10,000 | 0 | 0.0% | — | 重新持有 |
| BE | BLOOM ENERGY CORP | $13.55万 | 0.01% | 1,000 | 1,000 | — | $13.55万 | 新建仓 |
| ZTS | ZOETIS INC | $13.36万 | 0.01% | 1,130 | -1,139 | -50.2% | -$13.46万 | 减仓 |
| TTD | THE TRADE DESK INC | $13.33万 | 0.01% | 5,875 | -117,008 | -95.2% | -$265.49万 | 减仓 |
| EPS | WISDOMTREE TR | $13.28万 | 0.01% | 1,950 | 1,950 | — | $13.28万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $13.10万 | 0.01% | 2,855 | -2,175 | -43.2% | -$9.98万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $12.97万 | 0.01% | 3,974 | 3,974 | — | $12.97万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $12.82万 | 0.01% | 600 | -990 | -62.3% | -$21.15万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $12.79万 | 0.01% | 4,167 | 4,167 | — | $12.79万 | 新建仓 |
| VIS | VANGUARD WORLD FD | $12.77万 | 0.01% | 409 | 409 | — | $12.77万 | 新建仓 |
| NOBL | PROSHARES TR | $12.72万 | 0.01% | 1,200 | 1,200 | — | $12.72万 | 新建仓 |