13F 机构持仓

BEACON INVESTMENT ADVISORY SERVICES, INC.

MORRISTOWN NJ · SEC CIK 0001654599

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$26.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

VTI 7.3%
IJR 6.4%
VEA 3.0%
IAU 2.9%
AMD 2.7%
AAPL 2.7%
MSFT 2.5%
VCSH 2.5%
SHY 2.4%
AMAT 2.3%

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
— BCB BANCORP INC $1.32万0.00%1,234 00.0% — 不变
— COHEN & STEERS CLOSED-END $1.32万0.00%950 00.0% — 不变
FSLY FASTLY INC $1.25万0.00%681 00.0% — 不变
PFM INVESCO EXCHANGE TRADED FD T $1.25万0.00%225 00.0% — 不变
ET ENERGY TRANSFER L P $1.23万0.00%646 25966.9% $4,949 加仓
— PROSHARES TR $1.23万0.00%150 00.0% — 不变
LII LENNOX INTL INC $1.20万0.00%21 00.0% — 不变
CNI CANADIAN NATL RY CO $1.19万0.00%100 00.0% — 不变
IFF INTERNATIONAL FLAVORS&FRAGRA $1.19万0.00%150 00.0% — 不变
BP BP PLC $1.18万0.00%319 00.0% — 不变
VOX VANGUARD WORLD FD $1.17万0.00%64 00.0% — 不变
ORI OLD REP INTL CORP $1.15万0.00%281 00.0% — 不变
IJS ISHARES TR $1.15万0.00%84 00.0% — 不变
FMAT FIDELITY COVINGTON TRUST $1.15万0.00%196 00.0% — 不变
NUV NUVEEN MUN VALUE FD INC $1.13万0.00%1,224 00.0% — 不变
BIPC BROOKFIELD INFRASTRUCTURE CO $1.12万0.00%290 -50-14.7% -$1,925 减仓
WRB BERKLEY W R CORP $1.11万0.00%157 00.0% — 不变
IWB ISHARES TR $1.11万0.00%27 00.0% — 不变
TROW PRICE T ROWE GROUP INC $1.10万0.00%97 00.0% — 不变
HLT HILTON WORLDWIDE HLDGS INC $1.09万0.00%33 00.0% — 不变
SPDW SPDR INDEX SHS FDS $1.09万0.00%216 00.0% — 不变
XLRE SELECT SECTOR SPDR TR $1.08万0.00%246 9259.7% $4,051 加仓
FTDR FRONTDOOR INC $1.06万0.00%137 00.0% — 不变
MELI MERCADOLIBRE INC $1.02万0.00%6 -6-50.0% -$1.02万 减仓
DIVB ISHARES TR $1.02万0.00%165 00.0% — 不变
PWR QUANTA SVCS INC $1.01万0.00%14 -9-39.1% -$6,481 减仓
TECH BIO-TECHNE CORP $9,8910.00%140 00.0% — 不变
ITM VANECK ETF TRUST $9,7270.00%207 00.0% — 不变
PD PAGERDUTY INC $9,6500.00%1,000 00.0% — 不变
IWX ISHARES TR $9,4650.00%90 00.0% — 不变
MICC MAGNUM ICE CREAM CO NV $9,4020.00%540 00.0% — 不变
PTEN PATTERSON-UTI ENERGY INC $9,1800.00%1,000 00.0% — 不变
AEE AMEREN CORP $9,1570.00%81 00.0% — 不变
VGSH VANGUARD SCOTTSDALE FDS $8,9630.00%154 00.0% — 不变
NXPI NXP SEMICONDUCTORS N V $8,7120.00%31 00.0% — 不变
KRNY KEARNY FINL CORP MD $8,6190.00%911 00.0% — 不变
ADMA ADMA BIOLOGICS INC $8,3700.00%1,000 00.0% — 不变
WST WEST PHARMACEUTICAL SVSC INC $8,2570.00%23 -126-84.6% -$4.52万 减仓
VAW VANGUARD WORLD FD $8,2370.00%36 36— $8,237 新建仓
MAS MASCO CORP $8,1370.00%100 00.0% — 不变
GSL GLOBAL SHIP LEASE INC $8,0930.00%215 215— $8,093 新建仓
LOAR LOAR HOLDINGS INC $8,0610.00%100 00.0% — 不变
CTSH COGNIZANT TECHNOLOGY SOLUTIO $7,7460.00%200 00.0% — 不变
VLY VALLEY NATL BANCORP $7,6770.00%524 -3,287-86.3% -$4.82万 减仓
MSB MESABI TR $7,5900.00%300 00.0% — 不变
MRNA MODERNA INC $7,5640.00%108 00.0% — 不变
IAUM ISHARES GOLD TRUST MICRO $7,5620.00%189 00.0% — 不变
FSK FS KKR CAP CORP $7,5080.00%715 -455-38.9% -$4,778 减仓
IJJ ISHARES TR $7,3870.00%50 00.0% — 不变
RXRX RECURSION PHARMACEUTICALS IN $7,3400.00%2,000 00.0% — 不变
KHC KRAFT HEINZ CO $7,1570.00%303 00.0% — 不变
ILMN ILLUMINA INC $7,0340.00%40 -58-59.2% -$1.02万 减仓
WDC WESTERN DIGITAL CORP $7,0260.00%11 11— $7,026 新建仓
WAB WABTEC $7,0100.00%26 00.0% — 不变
STZ CONSTELLATION BRANDS INC $6,9550.00%50 00.0% — 不变
VSNT VERSANT MEDIA GROUP INC $6,9500.00%193 3018.4% $1,080 加仓
PATH UIPATH INC $6,8810.00%633 25065.3% $2,718 加仓
LITE LUMENTUM HLDGS INC $6,8650.00%8 360.0% $2,574 加仓
VMC VULCAN MATLS CO $6,7860.00%23 23— $6,786 新建仓
— ELECTRONIC ARTS INC $6,7670.00%33 00.0% — 不变
SE SEA LTD $6,7090.00%70 70— $6,709 新建仓
— TWO RDS SHARED TR $6,6700.00%174 00.0% — 不变
BBWI BATH & BODY WORKS INC $6,6620.00%288 00.0% — 不变
SKYD PARAMOUNT SKYDANCE CORP $6,4980.00%659 00.0% — 不变
EOG EOG RES INC $6,4870.00%50 00.0% — 不变
VOD VODAFONE GROUP PLC $6,4410.00%487 487— $6,441 新建仓
BITQ BITWISE FUNDS TRUST $6,3700.00%260 00.0% — 不变
HEI/A HEICO CORP NEW $6,1900.00%24 24— $6,190 新建仓
ENPH ENPHASE ENERGY INC $6,1550.00%125 00.0% — 不变
— SIFY TECHNOLOGIES LTD $6,0800.00%366 00.0% — 不变
CEVA CEVA INC $6,0370.00%128 128— $6,037 新建仓
HSY HERSHEY CO $5,9660.00%34 00.0% — 不变
QQQJ INVESCO EXCH TRADED FD TR II $5,9180.00%130 00.0% — 不变
HCA HCA HEALTHCARE INC $5,8490.00%15 00.0% — 不变
BJ BJS WHSL CLUB HLDGS INC $5,7570.00%66 00.0% — 不变
OGN ORGANON & CO $5,7550.00%425 00.0% — 不变
DD DUPONT DE NEMOURS INC $5,6970.00%42 -86-67.2% -$1.17万 减仓
PPL PPL CORP $5,6350.00%155 -140-47.5% -$5,090 减仓
EWJ ISHARES INC $5,5970.00%60 00.0% — 不变
— LAZARD GLOBAL TOTAL RETURN & $5,5440.00%300 00.0% — 不变
BTC GRAYSCALE BITCOIN MINI TR ET $5,3360.00%206 -304-59.6% -$7,874 减仓
COIN COINBASE GLOBAL INC $5,1170.00%35 25250.0% $3,655 加仓
FYX FIRST TR EXCHANGE-TRADED ALP $5,0510.00%35 00.0% — 不变
MUFG MITSUBISHI UFJ FINANCIAL GRO $5,0330.00%253 253— $5,033 新建仓
VEEV VEEVA SYS INC $4,9700.00%28 28— $4,970 新建仓
INGR INGREDION INC $4,9250.00%52 00.0% — 不变
TFI SPDR SERIES TRUST $4,8090.00%105 00.0% — 不变
MOAT VANECK ETF TRUST $4,6790.00%45 -40-47.1% -$4,159 减仓
VMBS VANGUARD SCOTTSDALE FDS $4,6350.00%99 00.0% — 不变
KNSL KINSALE CAP GROUP INC $4,6180.00%14 14— $4,618 新建仓
SNDK SANDISK CORP $4,5480.00%2 2— $4,548 新建仓
BAM BROOKFIELD ASSET MANAGMT LTD $4,4850.00%100 -57-36.3% -$2,556 减仓
QGRO AMERICAN CENTY ETF TR $4,4230.00%37 00.0% — 不变
HWM HOWMET AEROSPACE INC $4,3020.00%16 00.0% — 不变
FNDA SCHWAB STRATEGIC TR $4,2630.00%112 00.0% — 不变
PDI PIMCO DYNAMIC INCOME FD $4,2280.00%253 253— $4,228 新建仓
CBLL CERIBELL INC $4,1820.00%215 00.0% — 不变
CBRE CBRE GROUP INC $4,1760.00%31 31— $4,176 新建仓
HYD VANECK ETF TRUST $4,1730.00%81 00.0% — 不变
APPF APPFOLIO INC $4,1700.00%26 26— $4,170 新建仓