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 |
|---|---|---|---|---|---|---|---|---|
| RSP | INVESCO EXCHANGE TRADED FD T | $40.23万 | 0.01% | 1,891 | 1 | 0.1% | $213 | 加仓 |
| VNT | VONTIER CORPORATION | $39.51万 | 0.01% | 13,625 | 1,970 | 16.9% | $5.71万 | 加仓 |
| — | QORVO INC | $39.25万 | 0.01% | 4,208 | 560 | 15.4% | $5.22万 | 加仓 |
| MGK | VANGUARD WORLD FD | $36.26万 | 0.01% | 4,125 | 0 | 0.0% | — | 不变 |
| XLF | SELECT SECTOR SPDR TR | $36.18万 | 0.01% | 6,748 | 748 | 12.5% | $4.01万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $35.98万 | 0.01% | 2,963 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $35.37万 | 0.01% | 3,644 | 0 | 0.0% | — | 不变 |
| HDV | ISHARES TR | $35.18万 | 0.01% | 12,835 | 2,470 | 23.8% | $6.77万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $34.71万 | 0.01% | 2,225 | 0 | 0.0% | — | 不变 |
| VYM | VANGUARD WHITEHALL FDS | $33.66万 | 0.01% | 2,130 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO | $33.14万 | 0.01% | 2,315 | 0 | 0.0% | — | 不变 |
| IWV | ISHARES TR | $33.13万 | 0.01% | 777 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $32.13万 | 0.01% | 3,440 | 118 | 3.6% | $1.10万 | 加仓 |
| BIL | SPDR SERIES TRUST | $32.07万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $31.93万 | 0.01% | 645 | -8 | -1.2% | -$3,961 | 减仓 |
| MMM | 3M CO | $31.12万 | 0.01% | 1,922 | -695 | -26.6% | -$11.25万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $30.55万 | 0.01% | 6,112 | -12,845 | -67.8% | -$64.20万 | 减仓 |
| IHE | ISHARES TR | $30.30万 | 0.01% | 3,060 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP | $30.27万 | 0.01% | 1,000 | 0 | 0.0% | — | 不变 |
| KMI | KINDER MORGAN INC DEL | $30.22万 | 0.01% | 9,452 | -1,100 | -10.4% | -$3.52万 | 减仓 |
| TSLA | TESLA INC | $30.16万 | 0.01% | 717 | 24 | 3.5% | $1.01万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $30.10万 | 0.01% | 4,038 | 36 | 0.9% | $2,683 | 加仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $28.85万 | 0.01% | 5,854 | 0 | 0.0% | — | 不变 |
| HUBB | HUBBELL INC | $28.51万 | 0.01% | 545 | 0 | 0.0% | — | 不变 |
| GWW | WW GRAINGER INC | $28.43万 | 0.01% | 209 | -5 | -2.3% | -$6,802 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $27.96万 | 0.01% | 847 | -27 | -3.1% | -$8,913 | 减仓 |
| CIEN | CIENA CORP | $27.72万 | 0.01% | 565 | 9 | 1.6% | $4,415 | 加仓 |
| LRCX | LAM RESEARCH CORP | $26.87万 | 0.01% | 620 | 20 | 3.3% | $8,667 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $26.59万 | 0.01% | 6,158 | 505 | 8.9% | $2.18万 | 加仓 |
| OKE | ONEOK INC NEW | $26.53万 | 0.01% | 3,052 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $26.53万 | 0.01% | 1,615 | 2 | 0.1% | $329 | 加仓 |
| ROKU | ROKU INC | $25.60万 | 0.01% | 1,853 | -150 | -7.5% | -$2.07万 | 减仓 |
| AME | AMETEK INC | $25.28万 | 0.01% | 1,045 | 0 | 0.0% | — | 不变 |
| MIDD | MIDDLEBY CORP | $25.17万 | 0.01% | 1,463 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $24.80万 | 0.01% | 1,776 | -7 | -0.4% | -$977 | 减仓 |
| HPQ | HP INC | $24.53万 | 0.01% | 11,179 | 1,937 | 21.0% | $4.25万 | 加仓 |
| SRE | SEMPRA | $24.42万 | 0.01% | 2,634 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $24.30万 | 0.01% | 1,736 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $24.14万 | 0.01% | 800 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANCSHARES INC | $23.65万 | 0.01% | 13,338 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $23.24万 | 0.01% | 326 | 1 | 0.3% | $713 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $22.89万 | 0.01% | 1,236 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $22.84万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| BIO | BIO RAD LABS INC | $22.11万 | 0.01% | 753 | 0 | 0.0% | — | 不变 |
| SUSB | ISHARES TR | $22.06万 | 0.01% | 8,829 | 1,000 | 12.8% | $2.50万 | 加仓 |
| NUE | NUCOR CORP | $21.52万 | 0.01% | 966 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $21.44万 | 0.01% | 3,060 | 0 | 0.0% | — | 不变 |
| DSI | ISHARES TR | $21.23万 | 0.01% | 1,491 | 3 | 0.2% | $427 | 加仓 |
| GATX | GATX CORP | $20.82万 | 0.01% | 1,175 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $20.72万 | 0.01% | 2,406 | 0 | 0.0% | — | 不变 |
| UL | UNILEVER PLC | $20.56万 | 0.01% | 3,419 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $20.13万 | 0.01% | 585 | -2 | -0.3% | -$688 | 减仓 |
| FNDX | SCHWAB STRATEGIC TR | $20.02万 | 0.01% | 6,438 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC | $19.88万 | 0.01% | 864 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $19.59万 | 0.01% | 1,785 | 0 | 0.0% | — | 不变 |
| MDLZ | MONDELEZ INTL INC | $19.41万 | 0.01% | 3,355 | -150 | -4.3% | -$8,676 | 减仓 |
| VIS | VANGUARD WORLD FD | $19.35万 | 0.01% | 537 | 128 | 31.3% | $4.61万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $18.59万 | 0.01% | 3,524 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $18.59万 | 0.01% | 634 | 9 | 1.4% | $2,639 | 加仓 |
| IEMG | ISHARES INC | $18.53万 | 0.01% | 2,237 | -1 | -0.0% | -$83 | 减仓 |
| TER | TERADYNE INC | $18.25万 | 0.01% | 377 | 50 | 15.3% | $2.42万 | 加仓 |
| MKC | MCCORMICK & CO INC | $18.09万 | 0.01% | 3,588 | 46 | 1.3% | $2,319 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $17.87万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $17.85万 | 0.01% | 356 | -754 | -67.9% | -$37.80万 | 减仓 |
| SGOL | ETFS GOLD TR | $17.82万 | 0.01% | 4,661 | 0 | 0.0% | — | 不变 |
| IOO | ISHARES TR | $17.76万 | 0.01% | 1,300 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $17.40万 | 0.01% | 1,018 | 1,018 | — | $17.40万 | 新建仓 |
| DLN | WISDOMTREE TR | $17.23万 | 0.01% | 1,789 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CONTROLS INTERNATION | $17.15万 | 0.01% | 1,174 | -72 | -5.8% | -$1.05万 | 减仓 |
| AB | ALLIANCEBERNSTEIN HLDG L P | $17.12万 | 0.01% | 4,860 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $17.08万 | 0.01% | 3,594 | 0 | 0.0% | — | 不变 |
| KVUE | KENVUE INC | $16.89万 | 0.01% | 8,836 | -64,807 | -88.0% | -$123.85万 | 减仓 |
| SO | SOUTHERN CO | $16.51万 | 0.01% | 1,725 | -205 | -10.6% | -$1.96万 | 减仓 |
| FLS | FLOWSERVE CORP | $16.32万 | 0.01% | 2,200 | 0 | 0.0% | — | 不变 |
| GLP | GLOBAL PARTNERS LP | $16.31万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME CORP | $16.16万 | 0.01% | 2,608 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $16.05万 | 0.01% | 484 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $15.62万 | 0.01% | 629 | 0 | 0.0% | — | 不变 |
| IDV | ISHARES TR | $15.62万 | 0.01% | 3,769 | 0 | 0.0% | — | 不变 |
| PCYO | PURE CYCLE CORP | $15.17万 | 0.01% | 14,166 | 0 | 0.0% | — | 不变 |
| EPS | WISDOMTREE TR | $15.17万 | 0.01% | 1,950 | 0 | 0.0% | — | 不变 |
| ALLE | ALLEGION PLC | $15.05万 | 0.01% | 1,071 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $14.94万 | 0.01% | 3,459 | -532 | -13.3% | -$2.30万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $14.82万 | 0.01% | 975 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $14.70万 | 0.01% | 3,163 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $14.55万 | 0.01% | 1,172 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $14.42万 | 0.01% | 4,262 | -6 | -0.1% | -$203 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $14.22万 | 0.01% | 1,285 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $14.07万 | 0.01% | 1,160 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $13.94万 | 0.01% | 1,736 | -164 | -8.6% | -$1.32万 | 减仓 |
| BEP | BROOKFIELD RENEWABLE ENERGY | $13.80万 | 0.01% | 3,974 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX INC | $13.75万 | 0.01% | 14,000 | 0 | 0.0% | — | 不变 |
| — | ISHARES TR | $13.60万 | 0.01% | 1,600 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES TR | $13.48万 | 0.01% | 2,400 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $13.46万 | 0.00% | 380 | 11 | 3.0% | $3,897 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $13.40万 | 0.00% | 2,524 | 0 | 0.0% | — | 不变 |
| MTUM | ISHARES TR | $13.34万 | 0.00% | 389 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $13.22万 | 0.00% | 4,170 | 3 | 0.1% | $95 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $12.94万 | 0.00% | 2,855 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT MCMORAN INC | $12.78万 | 0.00% | 2,032 | 32 | 1.6% | $2,012 | 加仓 |