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 |
|---|---|---|---|---|---|---|---|---|
| DELL | DELL TECHNOLOGIES INC | $2.95万 | 0.00% | 180 | 180 | — | $2.95万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $2.93万 | 0.00% | 200 | 200 | — | $2.93万 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP | $2.78万 | 0.00% | 220 | 220 | — | $2.78万 | 新建仓 |
| RCL | ROYAL CARIBBEAN GROUP | $2.75万 | 0.00% | 100 | 100 | — | $2.75万 | 新建仓 |
| MIAX | MIAMI INTL HLDGS INC | $2.72万 | 0.00% | 700 | 700 | — | $2.72万 | 新建仓 |
| VYMI | VANGUARD WHITEHALL FDS | $2.69万 | 0.00% | 285 | 285 | — | $2.69万 | 新建仓 |
| PKG | PACKAGING CORP AMER | $2.65万 | 0.00% | 125 | 125 | — | $2.65万 | 新建仓 |
| AIRR | FIRST TR EXCHANGE TRADED FD | $2.56万 | 0.00% | 231 | 231 | — | $2.56万 | 新建仓 |
| ONON | ON HLDG AG | $2.55万 | 0.00% | 750 | 750 | — | $2.55万 | 新建仓 |
| WSO | WATSCO INC | $2.55万 | 0.00% | 70 | 70 | — | $2.55万 | 新建仓 |
| ONEY | SPDR SERIES TRUST | $2.47万 | 0.00% | 206 | 206 | — | $2.47万 | 新建仓 |
| OKTA | OKTA INC | $2.44万 | 0.00% | 310 | 310 | — | $2.44万 | 新建仓 |
| CII | BLACKROCK ENHANCED LARGE CAP | $2.43万 | 0.00% | 1,154 | 1,154 | — | $2.43万 | 新建仓 |
| PAVE | GLOBAL X FDS | $2.39万 | 0.00% | 470 | 470 | — | $2.39万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $2.38万 | 0.00% | 56 | 56 | — | $2.38万 | 新建仓 |
| DON | WISDOMTREE TR | $2.36万 | 0.00% | 450 | 450 | — | $2.36万 | 新建仓 |
| TDS | TELEPHONE & DATA SYS INC | $2.32万 | 0.00% | 550 | 550 | — | $2.32万 | 新建仓 |
| COPX | GLOBAL X FDS | $2.31万 | 0.00% | 303 | 303 | — | $2.31万 | 新建仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $2.30万 | 0.00% | 636 | 636 | — | $2.30万 | 新建仓 |
| XOP | SPDR SERIES TRUST | $2.27万 | 0.00% | 125 | 125 | — | $2.27万 | 新建仓 |
| TKR | TIMKEN CO | $2.26万 | 0.00% | 225 | 225 | — | $2.26万 | 新建仓 |
| EWW | ISHARES INC | $2.26万 | 0.00% | 300 | 300 | — | $2.26万 | 新建仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $2.25万 | 0.00% | 2,000 | 2,000 | — | $2.25万 | 新建仓 |
| MLI | MUELLER INDS INC | $2.22万 | 0.00% | 200 | 200 | — | $2.22万 | 新建仓 |
| AVEM | AMERICAN CENTY ETF TR | $2.21万 | 0.00% | 274 | 274 | — | $2.21万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.19万 | 0.00% | 500 | 500 | — | $2.19万 | 新建仓 |
| LIN | LINDE PLC | $2.18万 | 0.00% | 44 | 44 | — | $2.18万 | 新建仓 |
| PBT | PERMIAN BASIN RTY TR | $2.15万 | 0.00% | 1,000 | 1,000 | — | $2.15万 | 新建仓 |
| SCHF | SCHWAB STRATEGIC TR | $2.13万 | 0.00% | 862 | 862 | — | $2.13万 | 新建仓 |
| RY | ROYAL BK CDA | $2.10万 | 0.00% | 130 | 130 | — | $2.10万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $2.09万 | 0.00% | 150 | 150 | — | $2.09万 | 新建仓 |
| DOV | DOVER CORP | $2.08万 | 0.00% | 100 | 100 | — | $2.08万 | 新建仓 |
| FLR | FLUOR CORP | $2.08万 | 0.00% | 445 | 445 | — | $2.08万 | 新建仓 |
| GNTX | GENTEX CORP | $2.08万 | 0.00% | 950 | 950 | — | $2.08万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $2.07万 | 0.00% | 12 | 12 | — | $2.07万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $2.07万 | 0.00% | 145 | 145 | — | $2.07万 | 新建仓 |
| — | FRANKLIN FINL SVCS CORP | $2.04万 | 0.00% | 400 | 400 | — | $2.04万 | 新建仓 |
| EQH | EQUITABLE HLDGS INC | $2.04万 | 0.00% | 550 | 550 | — | $2.04万 | 新建仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $2.02万 | 0.00% | 232 | 232 | — | $2.02万 | 新建仓 |
| BN | BROOKFIELD CORP | $2.00万 | 0.00% | 494 | 494 | — | $2.00万 | 新建仓 |
| EPR | EPR PPTYS | $2.00万 | 0.00% | 400 | 400 | — | $2.00万 | 新建仓 |
| EWG | ISHARES INC | $1.98万 | 0.00% | 500 | 500 | — | $1.98万 | 新建仓 |
| FSLY | FASTLY INC | $1.98万 | 0.00% | 681 | 681 | — | $1.98万 | 新建仓 |
| QDF | FLEXSHARES TR | $1.98万 | 0.00% | 250 | 250 | — | $1.98万 | 新建仓 |
| RIO | RIO TINTO PLC | $1.96万 | 0.00% | 210 | 210 | — | $1.96万 | 新建仓 |
| USB | US BANCORP | $1.95万 | 0.00% | 375 | 375 | — | $1.95万 | 新建仓 |
| SNY | SANOFI SA | $1.93万 | 0.00% | 400 | 400 | — | $1.93万 | 新建仓 |
| VVV | VALVOLINE INC | $1.92万 | 0.00% | 570 | 570 | — | $1.92万 | 新建仓 |
| EWZ | ISHARES INC | $1.92万 | 0.00% | 500 | 500 | — | $1.92万 | 新建仓 |
| PLD | PROLOGIS INC. | $1.92万 | 0.00% | 145 | 145 | — | $1.92万 | 新建仓 |
| MSEX | MIDDLESEX WTR CO | $1.92万 | 0.00% | 368 | 368 | — | $1.92万 | 新建仓 |
| GSK | GSK PLC | $1.92万 | 0.00% | 347 | 347 | — | $1.92万 | 新建仓 |
| OEF | ISHARES TR | $1.91万 | 0.00% | 60 | 60 | — | $1.91万 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1.90万 | 0.00% | 130 | 130 | — | $1.90万 | 新建仓 |
| MFC | MANULIFE FINL CORP | $1.89万 | 0.00% | 550 | 550 | — | $1.89万 | 新建仓 |
| SCHK | SCHWAB STRATEGIC TR | $1.88万 | 0.00% | 600 | 600 | — | $1.88万 | 新建仓 |
| BOND | PIMCO ETF TR | $1.85万 | 0.00% | 200 | 200 | — | $1.85万 | 新建仓 |
| GBX | GREENBRIER COS INC | $1.84万 | 0.00% | 350 | 350 | — | $1.84万 | 新建仓 |
| FFA | FIRST TR ENHANCED EQUITY | $1.84万 | 0.00% | 900 | 900 | — | $1.84万 | 新建仓 |
| NTAP | NETAPP INC | $1.79万 | 0.00% | 175 | 175 | — | $1.79万 | 新建仓 |
| IVW | ISHARES TR | $1.78万 | 0.00% | 157 | -1,500 | -90.5% | -$16.97万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $1.77万 | 0.00% | 300 | 300 | — | $1.77万 | 新建仓 |
| CLX | CLOROX CO DEL | $1.76万 | 0.00% | 170 | 170 | — | $1.76万 | 新建仓 |
| WY | WEYERHAEUSER CO | $1.76万 | 0.00% | 720 | 720 | — | $1.76万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $1.75万 | 0.00% | 75 | 75 | — | $1.75万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $1.73万 | 0.00% | 250 | 250 | — | $1.73万 | 新建仓 |
| AES | AES CORP | $1.73万 | 0.00% | 1,229 | -31,725 | -96.3% | -$44.70万 | 减仓 |
| TAP | MOLSON COORS BEVERAGE CO | $1.72万 | 0.00% | 400 | 400 | — | $1.72万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $1.72万 | 0.00% | 229 | 229 | — | $1.72万 | 新建仓 |
| CTVA | CORTEVA INC | $1.72万 | 0.00% | 205 | 205 | — | $1.72万 | 新建仓 |
| SCHY | SCHWAB STRATEGIC TR | $1.68万 | 0.00% | 530 | 530 | — | $1.68万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $1.67万 | 0.00% | 300 | 300 | — | $1.67万 | 新建仓 |
| IDOG | ALPS ETF TR | $1.67万 | 0.00% | 400 | 400 | — | $1.67万 | 新建仓 |
| JOBY | JOBY AVIATION INC | $1.65万 | 0.00% | 2,000 | 2,000 | — | $1.65万 | 新建仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.65万 | 0.00% | 200 | 200 | — | $1.65万 | 新建仓 |
| SPYG | SPDR SERIES TRUST | $1.64万 | 0.00% | 168 | 168 | — | $1.64万 | 新建仓 |
| XLP | SELECT SECTOR SPDR TR | $1.64万 | 0.00% | 200 | 200 | — | $1.64万 | 新建仓 |
| SNPE | DBX ETF TR | $1.64万 | 0.00% | 275 | 275 | — | $1.64万 | 新建仓 |
| ASX | ASE TECHNOLOGY HLDG CO LTD | $1.63万 | 0.00% | 750 | 750 | — | $1.63万 | 新建仓 |
| SON | SONOCO PRODS CO | $1.62万 | 0.00% | 300 | 300 | — | $1.62万 | 新建仓 |
| INFY | INFOSYS LTD | $1.62万 | 0.00% | 1,200 | 1,200 | — | $1.62万 | 新建仓 |
| THO | THOR INDS INC | $1.60万 | 0.00% | 200 | 200 | — | $1.60万 | 新建仓 |
| IWC | ISHARES TR | $1.60万 | 0.00% | 100 | 100 | — | $1.60万 | 新建仓 |
| IR | INGERSOLL RAND INC | $1.59万 | 0.00% | 199 | 199 | — | $1.59万 | 新建仓 |
| FE | FIRSTENERGY CORP | $1.57万 | 0.00% | 310 | 310 | — | $1.57万 | 新建仓 |
| AVDV | AMERICAN CENTY ETF TR | $1.54万 | 0.00% | 154 | 154 | — | $1.54万 | 新建仓 |
| NEXT | NEXTDECADE CORP | $1.53万 | 0.00% | 2,000 | 2,000 | — | $1.53万 | 新建仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $1.53万 | 0.00% | 510 | 510 | — | $1.53万 | 新建仓 |
| PFF | ISHARES TR | $1.52万 | 0.00% | 500 | 500 | — | $1.52万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $1.51万 | 0.00% | 150 | 150 | — | $1.51万 | 新建仓 |
| CNS | COHEN & STEERS INC | $1.50万 | 0.00% | 240 | 240 | — | $1.50万 | 新建仓 |
| BP | BP PLC | $1.50万 | 0.00% | 319 | 319 | — | $1.50万 | 新建仓 |
| IJT | ISHARES TR | $1.49万 | 0.00% | 103 | 103 | — | $1.49万 | 新建仓 |
| ES | EVERSOURCE ENERGY | $1.48万 | 0.00% | 214 | 214 | — | $1.48万 | 新建仓 |
| VFH | VANGUARD WORLD FD | $1.48万 | 0.00% | 122 | 122 | — | $1.48万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $1.47万 | 0.00% | 45 | 45 | — | $1.47万 | 新建仓 |
| EIX | EDISON INTL | $1.46万 | 0.00% | 200 | 200 | — | $1.46万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.43万 | 0.00% | 60 | 60 | — | $1.43万 | 新建仓 |
| MUB | ISHARES TR | $1.42万 | 0.00% | 134 | 134 | — | $1.42万 | 新建仓 |
| — | EAGLE CAP GROWTH FD INC | $1.41万 | 0.00% | 1,400 | 1,400 | — | $1.41万 | 新建仓 |