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 |
|---|---|---|---|---|---|---|---|---|
| IYF | ISHARES TR | $12.75万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| STLD | STEEL DYNAMICS INC | $12.62万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC | $12.56万 | 0.00% | 1,757 | -2 | -0.1% | -$143 | 减仓 |
| IGE | ISHARES TR | $12.42万 | 0.00% | 2,210 | 0 | 0.0% | — | 不变 |
| NFG | NATIONAL FUEL GAS CO | $12.35万 | 0.00% | 1,600 | 0 | 0.0% | — | 不变 |
| IGM | ISHARES TR | $12.27万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| IWN | ISHARES TR | $12.24万 | 0.00% | 553 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES TR | $12.23万 | 0.00% | 1,267 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $12.14万 | 0.00% | 1,667 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $11.89万 | 0.00% | 3,292 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $11.79万 | 0.00% | 695 | 34 | 5.1% | $5,770 | 加仓 |
| LB | LANDBRIDGE COMPANY LLC | $11.77万 | 0.00% | 1,485 | 0 | 0.0% | — | 不变 |
| DVY | ISHARES TR | $11.72万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $11.70万 | 0.00% | 3,334 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $11.60万 | 0.00% | 4,351 | 1,897 | 77.3% | $5.06万 | 加仓 |
| TOL | TOLL BROTHERS INC | $11.53万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $11.52万 | 0.00% | 1,520 | 0 | 0.0% | — | 不变 |
| RWJ | INVESCO EXCH TRADED FD TR II | $11.44万 | 0.00% | 1,922 | 0 | 0.0% | — | 不变 |
| STT | STATE STR CORP | $11.36万 | 0.00% | 670 | 0 | 0.0% | — | 不变 |
| ARCC | ARES CAPITAL CORP | $11.31万 | 0.00% | 6,106 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $11.29万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $11.23万 | 0.00% | 3,374 | 1,567 | 86.7% | $5.22万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $11.20万 | 0.00% | 1,243 | 1,014 | 442.8% | $9.14万 | 加仓 |
| MET | METLIFE INC | $11.05万 | 0.00% | 1,306 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $11.01万 | 0.00% | 1,332 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $11.00万 | 0.00% | 1,264 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $11.00万 | 0.00% | 1,174 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $10.97万 | 0.00% | 1,714 | 14 | 0.8% | $896 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $10.97万 | 0.00% | 2,169 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $10.91万 | 0.00% | 667 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $10.89万 | 0.00% | 875 | -170 | -16.3% | -$2.12万 | 减仓 |
| GAB | GABELLI EQUITY TR INC | $10.75万 | 0.00% | 19,000 | 0 | 0.0% | — | 不变 |
| AHCO | ADAPTHEALTH CORP | $10.70万 | 0.00% | 10,271 | 0 | 0.0% | — | 不变 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $10.54万 | 0.00% | 1,060 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $10.53万 | 0.00% | 525 | 25 | 5.0% | $5,016 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $10.51万 | 0.00% | 896 | 512 | 133.3% | $6.00万 | 加仓 |
| TTD | THE TRADE DESK INC | $10.24万 | 0.00% | 5,666 | -209 | -3.6% | -$3,779 | 减仓 |
| AMX | AMERICA MOVIL SAB DE CV | $10.24万 | 0.00% | 3,940 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $10.21万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| VMI | VALMONT INDS INC | $10.11万 | 0.00% | 175 | -65 | -27.1% | -$3.75万 | 减仓 |
| SYY | SYSCO CORP | $10.08万 | 0.00% | 1,206 | -52 | -4.1% | -$4,346 | 减仓 |
| VBK | VANGUARD INDEX FDS | $10.06万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $10.00万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP INC | $9.96万 | 0.00% | 51 | 1 | 2.0% | $1,953 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $9.64万 | 0.00% | 893 | -2 | -0.2% | -$216 | 减仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $9.54万 | 0.00% | 1,400 | -68 | -4.6% | -$4,631 | 减仓 |
| IGSB | ISHARES TR | $9.43万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC | $9.29万 | 0.00% | 350 | -21 | -5.7% | -$5,576 | 减仓 |
| CSL | CARLISLE COS INC | $9.07万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $9.03万 | 0.00% | 659 | 577 | 703.7% | $7.90万 | 加仓 |
| WFC | WELLS FARGO & CO | $8.91万 | 0.00% | 1,078 | 250 | 30.2% | $2.07万 | 加仓 |
| GRMN | GARMIN LTD | $8.91万 | 0.00% | 375 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $8.88万 | 0.00% | 352 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $8.88万 | 0.00% | 1,145 | 0 | 0.0% | — | 不变 |
| VDC | VANGUARD WORLD FD | $8.83万 | 0.00% | 392 | 71 | 22.1% | $1.60万 | 加仓 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $8.62万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $8.58万 | 0.00% | 727 | 88 | 13.8% | $1.04万 | 加仓 |
| CVS | CVS HEALTH CORP | $8.53万 | 0.00% | 825 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $8.40万 | 0.00% | 150 | 5 | 3.4% | $2,800 | 加仓 |
| VTR | VENTAS INC | $8.39万 | 0.00% | 945 | 0 | 0.0% | — | 不变 |
| SLF | SUN LIFE FINANCIAL INC. | $8.23万 | 0.00% | 1,050 | 0 | 0.0% | — | 不变 |
| VTV | VANGUARD INDEX FDS | $8.16万 | 0.00% | 375 | 1 | 0.3% | $218 | 加仓 |
| PAG | PENSKE AUTOMOTIVE GRP INC | $8.14万 | 0.00% | 455 | 0 | 0.0% | — | 不变 |
| DELL | DELL TECHNOLOGIES INC | $8.07万 | 0.00% | 187 | 7 | 3.9% | $3,020 | 加仓 |
| AVT | AVNET INC | $7.73万 | 0.00% | 870 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $7.70万 | 0.00% | 5,540 | -3,501 | -38.7% | -$4.87万 | 减仓 |
| IVE | ISHARES TR | $7.65万 | 0.00% | 337 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC | $7.65万 | 0.00% | 290 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO | $7.57万 | 0.00% | 991 | 0 | 0.0% | — | 不变 |
| DTD | WISDOMTREE TR | $7.55万 | 0.00% | 810 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $7.54万 | 0.00% | 201 | 0 | 0.0% | — | 不变 |
| XNTK | SPDR SERIES TRUST | $7.46万 | 0.00% | 191 | 68 | 55.3% | $2.66万 | 加仓 |
| EFA | ISHARES TR | $7.43万 | 0.00% | 715 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $7.37万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $7.32万 | 0.00% | 1,470 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $7.20万 | 0.00% | 1,545 | 0 | 0.0% | — | 不变 |
| XGDVX | GABELLI DIVID & INCOME TR | $6.92万 | 0.00% | 2,355 | -1,000 | -29.8% | -$2.94万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $6.83万 | 0.00% | 585 | -16 | -2.7% | -$1,867 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $6.80万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ASGI | ABRDN GLOBAL INFRA INCOME FU | $6.80万 | 0.00% | 2,923 | 0 | 0.0% | — | 不变 |
| — | VANECK ETF TRUST | $6.79万 | 0.00% | 465 | 0 | 0.0% | — | 不变 |
| PVAL | PUTNAM ETF TRUST | $6.75万 | 0.00% | 1,325 | 0 | 0.0% | — | 不变 |
| DOC | HEALTHPEAK PROPERTIES INC | $6.74万 | 0.00% | 3,151 | -525 | -14.3% | -$1.12万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $6.69万 | 0.00% | 1,820 | 206 | 12.8% | $7,573 | 加仓 |
| ODC | OIL DRI CORP AMER | $6.64万 | 0.00% | 650 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $6.62万 | 0.00% | 2,391 | 1,529 | 177.4% | $4.23万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $6.60万 | 0.00% | 724 | 74 | 11.4% | $6,749 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $6.57万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $6.50万 | 0.00% | 6,789 | -2,200 | -24.5% | -$2.11万 | 减仓 |
| TGT | TARGET CORP | $6.43万 | 0.00% | 492 | 0 | 0.0% | — | 不变 |
| XLP | SELECT SECTOR SPDR TR | $6.39万 | 0.00% | 769 | 569 | 284.5% | $4.73万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $6.37万 | 0.00% | 421 | 0 | 0.0% | — | 不变 |
| FV | FIRST TR EXCHANGE TRADED FD | $6.36万 | 0.00% | 838 | 0 | 0.0% | — | 不变 |
| EVER | EVERQUOTE INC | $6.33万 | 0.00% | 2,661 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $6.29万 | 0.00% | 540 | 30 | 5.9% | $3,494 | 加仓 |
| SPHB | INVESCO EXCH TRADED FD TR II | $6.27万 | 0.00% | 403 | 0 | 0.0% | — | 不变 |
| IGF | ISHARES TR | $6.26万 | 0.00% | 940 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $6.25万 | 0.00% | 370 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL SVCS INC | $6.24万 | 0.00% | 580 | -90 | -13.4% | -$9,675 | 减仓 |
| — | ESPEY MFG & ELECTRS CORP | $6.23万 | 0.00% | 925 | 0 | 0.0% | — | 不变 |