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 |
|---|---|---|---|---|---|---|---|---|
| UGI | UGI CORP NEW | $6.22万 | 0.00% | 1,800 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL CORPORATION | $6.20万 | 0.00% | 845 | -250 | -22.8% | -$1.83万 | 减仓 |
| XLG | INVESCO EXCHANGE TRADED FD T | $6.10万 | 0.00% | 996 | 996 | — | $6.10万 | 新建仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $6.09万 | 0.00% | 4,500 | 0 | 0.0% | — | 不变 |
| TDY | TELEDYNE TECHNOLOGIES INC | $6.07万 | 0.00% | 91 | -9 | -9.0% | -$6,002 | 减仓 |
| PCAR | PACCAR INC | $6.07万 | 0.00% | 505 | 0 | 0.0% | — | 不变 |
| IVES | WEDBUSH SER TR | $6.06万 | 0.00% | 1,590 | 0 | 0.0% | — | 不变 |
| DHS | WISDOMTREE TR | $5.97万 | 0.00% | 525 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION | $5.95万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $5.88万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| PRFZ | INVESCO EXCHANGE TRADED FD T | $5.88万 | 0.00% | 1,055 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO | $5.74万 | 0.00% | 250 | -181 | -42.0% | -$4.16万 | 减仓 |
| BIDU | BAIDU INC | $5.71万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| XLC | SELECT SECTOR SPDR TR | $5.71万 | 0.00% | 533 | 533 | — | $5.71万 | 新建仓 |
| L | LOEWS CORP | $5.66万 | 0.00% | 500 | -113 | -18.4% | -$1.28万 | 减仓 |
| XSSPX | NUVEEN S&P 500 DYNAMIC OVERW | $5.66万 | 0.00% | 3,035 | -1 | -0.0% | -$19 | 减仓 |
| ARKQ | ARK ETF TR | $5.65万 | 0.00% | 427 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $5.64万 | 0.00% | 790 | 260 | 49.1% | $1.86万 | 加仓 |
| FTCS | FIRST TR EXCHANGE-TRADED FD | $5.64万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE INC | $5.60万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| VDE | VANGUARD WORLD FD | $5.58万 | 0.00% | 372 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $5.58万 | 0.00% | 499 | 0 | 0.0% | — | 不变 |
| — | INVESCO EXCHANGE TRADED FD T | $5.49万 | 0.00% | 1,421 | 0 | 0.0% | — | 不变 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $5.48万 | 0.00% | 727 | -1,355 | -65.1% | -$10.20万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $5.47万 | 0.00% | 345 | 145 | 72.5% | $2.30万 | 加仓 |
| VICI | VICI PPTYS INC | $5.46万 | 0.00% | 2,057 | 0 | 0.0% | — | 不变 |
| — | WISDOMTREE TR | $5.35万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| XAR | SPDR SERIES TRUST | $5.34万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| BBAX | J P MORGAN EXCHANGE TRADED F | $5.30万 | 0.00% | 885 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $5.29万 | 0.00% | 215 | 15 | 7.5% | $3,693 | 加仓 |
| GRNY | TIDAL TRUST I | $5.27万 | 0.00% | 1,905 | 0 | 0.0% | — | 不变 |
| RPG | INVESCO EXCHANGE TRADED FD T | $5.24万 | 0.00% | 821 | 0 | 0.0% | — | 不变 |
| SKYY | FIRST TR EXCHANGE-TRADED FD | $5.19万 | 0.00% | 386 | 386 | — | $5.19万 | 新建仓 |
| BLK | BLACKROCK INC | $5.19万 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $5.17万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $5.09万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| VHT | VANGUARD WORLD FD | $5.02万 | 0.00% | 168 | 168 | — | $5.02万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $5.01万 | 0.00% | 700 | -272 | -28.0% | -$1.95万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $4.97万 | 0.00% | 1,024 | 1 | 0.1% | $49 | 加仓 |
| VCR | VANGUARD WORLD FD | $4.97万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $4.81万 | 0.00% | 598 | -383 | -39.0% | -$3.08万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $4.80万 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| LNG | CHENIERE ENERGY INC | $4.78万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $4.67万 | 0.00% | 271 | 17 | 6.7% | $2,929 | 加仓 |
| SPXU | PROSHARES TR | $4.63万 | 0.00% | 1,250 | 0 | 0.0% | — | 不变 |
| XLB | SELECT SECTOR SPDR TR | $4.57万 | 0.00% | 900 | -330 | -26.8% | -$1.68万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $4.53万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $4.41万 | 0.00% | 1,056 | 0 | 0.0% | — | 不变 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $4.40万 | 0.00% | 981 | 0 | 0.0% | — | 不变 |
| FNDE | SCHWAB STRATEGIC TR | $4.36万 | 0.00% | 1,100 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $4.35万 | 0.00% | 159 | 0 | 0.0% | — | 不变 |
| BNS | BANK NOVA SCOTIA B C | $4.34万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MUNI | PIMCO ETF TR | $4.34万 | 0.00% | 825 | 25 | 3.1% | $1,315 | 加仓 |
| GIS | GENERAL MILLS INC | $4.28万 | 0.00% | 1,231 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $4.27万 | 0.00% | 74 | 6 | 8.8% | $3,460 | 加仓 |
| D | DOMINION ENERGY INC | $4.23万 | 0.00% | 620 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $4.23万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| DLS | WISDOMTREE TR | $4.19万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $4.16万 | 0.00% | 20 | -3 | -13.0% | -$6,242 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $4.12万 | 0.00% | 568 | 0 | 0.0% | — | 不变 |
| PRF | INVESCO EXCHANGE TRADED FD T | $4.11万 | 0.00% | 760 | 0 | 0.0% | — | 不变 |
| SPYV | SPDR SERIES TRUST | $4.08万 | 0.00% | 671 | 0 | 0.0% | — | 不变 |
| BSVN | BANK7 CORP | $4.06万 | 0.00% | 830 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $4.06万 | 0.00% | 399 | 313 | 364.0% | $3.18万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $4.03万 | 0.00% | 200 | -8 | -3.8% | -$1,613 | 减仓 |
| FNCL | FIDELITY COVINGTON TRUST | $3.99万 | 0.00% | 521 | 0 | 0.0% | — | 不变 |
| FCOM | FIDELITY COVINGTON TRUST | $3.97万 | 0.00% | 572 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $3.95万 | 0.00% | 550 | -580 | -51.3% | -$4.17万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $3.90万 | 0.00% | 94 | -3 | -3.1% | -$1,246 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $3.77万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| BALL | BALL CORP | $3.74万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC | $3.72万 | 0.00% | 2,492 | 0 | 0.0% | — | 不变 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $3.70万 | 0.00% | 476 | 0 | 0.0% | — | 不变 |
| BEPC | BROOKFIELD RENEWABLE CORP | $3.69万 | 0.00% | 993 | 0 | 0.0% | — | 不变 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $3.60万 | 0.00% | 136 | 136 | — | $3.60万 | 新建仓 |
| SLV | ISHARES SILVER TR | $3.52万 | 0.00% | 659 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $3.47万 | 0.00% | 200 | 200 | — | $3.47万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $3.44万 | 0.00% | 402 | 0 | 0.0% | — | 不变 |
| BCE | BCE INC | $3.41万 | 0.00% | 1,583 | -646 | -29.0% | -$1.39万 | 减仓 |
| HAL | HALLIBURTON CO | $3.40万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $3.38万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $3.34万 | 0.00% | 74 | 0 | 0.0% | — | 不变 |
| PPA | INVESCO EXCHANGE TRADED FD T | $3.32万 | 0.00% | 188 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $3.27万 | 0.00% | 225 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $3.23万 | 0.00% | 350 | 26 | 8.0% | $2,399 | 加仓 |
| — | AMERICAN RES CORP | $3.23万 | 0.00% | 15,000 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $3.21万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $3.18万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $3.17万 | 0.00% | 419 | -103 | -19.7% | -$7,800 | 减仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $3.08万 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| CII | BLACKROCK ENHANCED LARGE CAP | $3.02万 | 0.00% | 1,154 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $2.98万 | 0.00% | 99 | -111 | -52.9% | -$3.34万 | 减仓 |
| PKG | PACKAGING CORP AMER | $2.98万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO INC | $2.92万 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $2.89万 | 0.00% | 25 | -17 | -40.5% | -$1.97万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $2.81万 | 0.00% | 659 | -1,037 | -61.1% | -$4.43万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $2.80万 | 0.00% | 100 | -25 | -20.0% | -$7,000 | 减仓 |
| ADSK | AUTODESK INC | $2.80万 | 0.00% | 144 | -959 | -86.9% | -$18.65万 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2.80万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| PAVE | GLOBAL X FDS | $2.77万 | 0.00% | 470 | 0 | 0.0% | — | 不变 |