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 |
|---|---|---|---|---|---|---|---|---|
| NTAP | NETAPP INC | $2.71万 | 0.00% | 175 | 0 | 0.0% | — | 不变 |
| CPK | CHESAPEAKE UTILS CORP | $2.69万 | 0.00% | 220 | 0 | 0.0% | — | 不变 |
| PATK | PATRICK INDS INC | $2.69万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $2.69万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| SU | SUNCOR ENERGY INC NEW | $2.68万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG | $2.66万 | 0.00% | 750 | 0 | 0.0% | — | 不变 |
| AVEM | AMERICAN CENTY ETF TR | $2.64万 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| ONEY | SPDR SERIES TRUST | $2.64万 | 0.00% | 206 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $2.63万 | 0.00% | 435 | 60 | 16.0% | $3,624 | 加仓 |
| NTRS | NORTHERN TR CORP | $2.61万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| MIAX | MIAMI INTL HLDGS INC | $2.60万 | 0.00% | 700 | 0 | 0.0% | — | 不变 |
| DON | WISDOMTREE TR | $2.54万 | 0.00% | 450 | 0 | 0.0% | — | 不变 |
| GAP | GAP INC | $2.52万 | 0.00% | 1,350 | -50 | -3.6% | -$934 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $2.51万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| PBT | PERMIAN BASIN RTY TR | $2.50万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| — | FRANKLIN FINL SVCS CORP | $2.50万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| DOW | DOW HLDGS INC | $2.50万 | 0.00% | 912 | -1,428 | -61.0% | -$3.91万 | 减仓 |
| MLI | MUELLER INDS INC | $2.46万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC | $2.41万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| GNTX | GENTEX CORP | $2.40万 | 0.00% | 950 | 0 | 0.0% | — | 不变 |
| KBWB | INVESCO EXCH TRADED FD TR II | $2.40万 | 0.00% | 258 | 258 | — | $2.40万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $2.38万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $2.37万 | 0.00% | 142 | -52 | -26.8% | -$8,667 | 减仓 |
| CTVA | CORTEVA INC | $2.35万 | 0.00% | 277 | 72 | 35.1% | $6,098 | 加仓 |
| COPX | GLOBAL X FDS | $2.33万 | 0.00% | 303 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $2.32万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $2.28万 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $2.28万 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| EWW | ISHARES INC | $2.26万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| VVV | VALVOLINE INC | $2.25万 | 0.00% | 570 | 0 | 0.0% | — | 不变 |
| QDF | FLEXSHARES TR | $2.25万 | 0.00% | 250 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $2.24万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $2.23万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| MFC | MANULIFE FINL CORP | $2.23万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $2.22万 | 0.00% | 400 | -125 | -23.8% | -$6,941 | 减仓 |
| OEF | ISHARES TR | $2.20万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $2.16万 | 0.00% | 33 | 1 | 3.1% | $656 | 加仓 |
| SCHK | SCHWAB STRATEGIC TR | $2.16万 | 0.00% | 600 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES TR | $2.16万 | 0.00% | 157 | 0 | 0.0% | — | 不变 |
| CE | CELANESE CORP DEL | $2.15万 | 0.00% | 468 | 0 | 0.0% | — | 不变 |
| BN | BROOKFIELD CORP | $2.10万 | 0.00% | 494 | 0 | 0.0% | — | 不变 |
| EWG | ISHARES INC | $2.07万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| MSEX | MIDDLESEX WTR CO | $2.07万 | 0.00% | 368 | 0 | 0.0% | — | 不变 |
| VMRK | EQUITY RESIDENTIAL | $2.04万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $2.04万 | 0.00% | 550 | 0 | 0.0% | — | 不变 |
| FFA | FIRST TR ENHANCED EQUITY | $2.01万 | 0.00% | 900 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $2.01万 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| IWC | ISHARES TR | $2.00万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| SPYG | SPDR SERIES TRUST | $2.00万 | 0.00% | 168 | 0 | 0.0% | — | 不变 |
| RIO | RIO TINTO PLC | $1.99万 | 0.00% | 210 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $1.97万 | 0.00% | 66 | -45 | -40.5% | -$1.34万 | 减仓 |
| XOP | SPDR SERIES TRUST | $1.93万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| SNPE | DBX ETF TR | $1.89万 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| ONEQ | FIDELITY COMWLTH TR | $1.85万 | 0.00% | 179 | -322 | -64.3% | -$3.32万 | 减仓 |
| BOND | PIMCO ETF TR | $1.84万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| IJT | ISHARES TR | $1.84万 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| CNS | COHEN & STEERS INC | $1.83万 | 0.00% | 240 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO EXCH TRADED FD TR II | $1.83万 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1.82万 | 0.00% | 500 | -136 | -21.4% | -$4,963 | 减仓 |
| GSK | GSK PLC | $1.82万 | 0.00% | 347 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $1.78万 | 0.00% | 75 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD INTL EQUITY INDEX F | $1.77万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $1.73万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| WY | WEYERHAEUSER CO | $1.72万 | 0.00% | 720 | 0 | 0.0% | — | 不变 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $1.71万 | 0.00% | 500 | 0 | 0.0% | — | 不变 |
| GGN | GAMCO GLOBAL GOLD NAT RES & | $1.70万 | 0.00% | 3,504 | 3,504 | — | $1.70万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $1.69万 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| SCHY | SCHWAB STRATEGIC TR | $1.68万 | 0.00% | 530 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $1.67万 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS INC | $1.67万 | 0.00% | 102 | 0 | 0.0% | — | 不变 |
| PH | PARKER-HANNIFIN CORP | $1.66万 | 0.00% | 17 | 4 | 30.8% | $3,913 | 加仓 |
| IDOG | ALPS ETF TR | $1.65万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC | $1.63万 | 0.00% | 199 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $1.62万 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| VFH | VANGUARD WORLD FD | $1.62万 | 0.00% | 123 | 1 | 0.8% | $132 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $1.61万 | 0.00% | 179 | 0 | 0.0% | — | 不变 |
| AVDV | AMERICAN CENTY ETF TR | $1.59万 | 0.00% | 154 | 0 | 0.0% | — | 不变 |
| MUB | ISHARES TR | $1.58万 | 0.00% | 147 | 13 | 9.7% | $1,399 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.58万 | 0.00% | 120 | 20 | 20.0% | $2,632 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1.58万 | 0.00% | 350 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $1.56万 | 0.00% | 400 | 0 | 0.0% | — | 不变 |
| GIL | GILDAN ACTIVEWEAR INC | $1.55万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1.55万 | 0.00% | 214 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $1.53万 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| NEXT | NEXTDECADE CORP | $1.51万 | 0.00% | 2,000 | 0 | 0.0% | — | 不变 |
| CRSP | CRISPR THERAPEUTICS AG | $1.48万 | 0.00% | 271 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $1.47万 | 0.00% | 310 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $1.46万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| EVRG | EVERGY INC | $1.46万 | 0.00% | 169 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $1.44万 | 0.00% | 106 | -39 | -26.9% | -$5,286 | 减仓 |
| — | EAGLE CAP GROWTH FD INC | $1.43万 | 0.00% | 1,400 | 0 | 0.0% | — | 不变 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1.42万 | 0.00% | 164 | -290 | -63.9% | -$2.51万 | 减仓 |
| OMCL | OMNICELL COM | $1.40万 | 0.00% | 338 | 0 | 0.0% | — | 不变 |
| EIS | ISHARES INC | $1.40万 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| TRI | THOMSON REUTERS CORP | $1.40万 | 0.00% | 171 | -298 | -63.5% | -$2.43万 | 减仓 |
| ASML | ASML HLDG NV | $1.39万 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| PII | POLARIS INC | $1.37万 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| XEXGX | EATON VANCE TAX-MANAGED GLOB | $1.37万 | 0.00% | 1,395 | -16,825 | -92.3% | -$16.51万 | 减仓 |
| SPYD | SPDR SERIES TRUST | $1.36万 | 0.00% | 285 | 0 | 0.0% | — | 不变 |
| PGR | PROGRESSIVE CORP | $1.33万 | 0.00% | 61 | 0 | 0.0% | — | 不变 |