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
ODFL OLD DOMINION FREIGHT LINE IN $4,1160.00%19 19— $4,116 新建仓
NTRA NATERA INC $4,0720.00%15 15— $4,072 新建仓
SBRA SABRA HEALTH CARE REIT INC $4,0000.00%205 00.0% — 不变
TDG TRANSDIGM GROUP INC $3,9970.00%3 3— $3,997 新建仓
MNST MONSTER BEVERAGE CORP NEW $3,7490.00%39 39— $3,749 新建仓
BG BUNGE GLOBAL SA $3,7360.00%35 00.0% — 不变
BNDX VANGUARD CHARLOTTE FDS $3,7300.00%77 00.0% — 不变
BIZD VANECK ETF TRUST $3,6640.00%289 289— $3,664 新建仓
ENTG ENTEGRIS INC $3,5980.00%20 20— $3,598 新建仓
PPT PUTNAM PREMIER INCOME TR $3,5880.00%1,028 00.0% — 不变
WCN WASTE CONNECTIONS INC $3,5010.00%21 -16-43.2% -$2,667 减仓
BXSL BLACKSTONE SECD LENDING FD $3,4830.00%147 147— $3,483 新建仓
IWS ISHARES TR $3,4570.00%21 00.0% — 不变
CDNS CADENCE DESIGN SYSTEM INC $3,3780.00%9 9— $3,378 新建仓
QUAL ISHARES TR $3,3650.00%15 00.0% — 不变
YUMC YUM CHINA HLDGS INC $3,2700.00%80 00.0% — 不变
AMP AMERIPRISE FINL INC $3,2120.00%7 7— $3,212 新建仓
SONY SONY GROUP CORP $3,2100.00%160 160— $3,210 新建仓
SWX SOUTHWEST GAS HLDGS INC $3,1930.00%36 -196-84.5% -$1.74万 减仓
DE DEERE & CO $3,1340.00%5 -1,295-99.6% -$81.17万 减仓
FDX FEDEX CORP $3,1320.00%10 -10-50.0% -$3,132 减仓
SNPS SYNOPSYS INC $3,1230.00%7 7— $3,123 新建仓
PPTA PERPETUA RESOURCES CORP $3,1140.00%150 00.0% — 不变
RPM RPM INTL INC $3,1130.00%28 28— $3,113 新建仓
GERN GERON CORP $3,0720.00%2,400 00.0% — 不变
VCIT VANGUARD SCOTTSDALE FDS $3,0590.00%37 -67-64.4% -$5,539 减仓
TDC TERADATA CORP DEL $3,0500.00%88 00.0% — 不变
TTE TOTALENERGIES SE $2,9550.00%38 38— $2,955 新建仓
ABNB AIRBNB INC $2,8620.00%20 20— $2,862 新建仓
CCL CARNIVAL CORP LTD $2,8570.00%100 100— $2,857 新建仓
BAX BAXTER INTL INC $2,8360.00%133 00.0% — 不变
MPWR MONOLITHIC PWR SYS INC $2,7650.00%2 2— $2,765 新建仓
— ISHARES INC $2,6960.00%57 57— $2,696 新建仓
GMED GLOBUS MED INC $2,6870.00%34 00.0% — 不变
DOCU DOCUSIGN INC $2,6660.00%60 -1,300-95.6% -$5.78万 减仓
TMDX TRANSMEDICS GROUP INC $2,6570.00%40 00.0% — 不变
CFR CULLEN FROST BANKERS INC $2,6270.00%17 17— $2,627 新建仓
BABA ALIBABA GROUP HLDG LTD $2,5920.00%27 27— $2,592 新建仓
INSM INSMED INC $2,5590.00%24 24— $2,559 新建仓
CSGP COSTAR GROUP INC $2,4930.00%88 88— $2,493 新建仓
LEVI LEVI STRAUSS & CO NEW $2,4830.00%100 00.0% — 不变
NSIT INSIGHT ENTERPRISES INC $2,4360.00%20 20— $2,436 新建仓
FND FLOOR & DECOR HLDGS INC $2,4340.00%41 41— $2,434 新建仓
FICO FAIR ISAAC CORP $2,3900.00%2 00.0% — 不变
LEN LENNAR CORP $2,3530.00%26 26— $2,353 新建仓
MCK MCKESSON CORP $2,2670.00%3 3— $2,267 新建仓
HLN HALEON PLC $2,1370.00%229 00.0% — 不变
HROW HARROW INC $2,1240.00%50 00.0% — 不变
NCLH NORWEGIAN CRUISE LINE HLDGS $2,1110.00%100 00.0% — 不变
NOVT NOVANTA INC $2,1100.00%13 13— $2,110 新建仓
XOVR ENTREPRENEURSHARES SERIES TR $2,1050.00%100 100— $2,105 新建仓
— SIMPLIFY EXCHANGE TRADED FUN $2,1020.00%131 131— $2,102 新建仓
— OCCIDENTAL PETE CORP $2,0780.00%78 00.0% — 不变
TWLO TWILIO INC $2,0640.00%10 10— $2,064 新建仓
NATL NCR ATLEOS CORPORATION $1,9110.00%44 00.0% — 不变
CLS CELESTICA INC $1,8240.00%5 5— $1,824 新建仓
ELS EQUITY LIFESTYLE PROPERTIES $1,8050.00%28 28— $1,805 新建仓
POST POST HLDGS INC $1,7660.00%20 00.0% — 不变
SEZL SEZZLE INC $1,7170.00%10 00.0% — 不变
CHTR CHARTER COMMUNICATIONS INC $1,7070.00%12 -5-29.4% -$711 减仓
SXC SUNCOKE ENERGY INC $1,6350.00%203 00.0% — 不变
UNIT UNITI GROUP LLC $1,6060.00%140 00.0% — 不变
DIA STATE STR SPDR DOW JONES IND $1,5680.00%3 00.0% — 不变
FDXF FEDEX FGHT HLDG CO INC $1,5100.00%10 10— $1,510 新建仓
MOO VANECK ETF TRUST $1,5050.00%19 00.0% — 不变
ABEO ABEONA THERAPEUTICS INC $1,4840.00%240 00.0% — 不变
BMI BADGER METER INC $1,4840.00%10 10— $1,484 新建仓
BAH BOOZ ALLEN HAMILTON HLDG COR $1,4570.00%24 24— $1,457 新建仓
BTG B2GOLD CORP $1,4400.00%385 00.0% — 不变
MSTR STRATEGY INC $1,3910.00%16 00.0% — 不变
VIAV VIAVI SOLUTIONS INC $1,3610.00%29 00.0% — 不变
VRT VERTIV HOLDINGS CO $1,3400.00%4 4— $1,340 新建仓
HIG HARTFORD INSURANCE GROUP INC $1,3260.00%10 00.0% — 不变
LUMN LUMEN TECHNOLOGIES INC $1,3060.00%170 170— $1,306 新建仓
CC CHEMOURS CO $1,2320.00%60 00.0% — 不变
— AVANOS MED INC $1,1950.00%48 00.0% — 不变
TEAM ATLASSIAN CORPORATION $1,1670.00%15 15— $1,167 新建仓
AXON AXON ENTERPRISE INC $1,1220.00%2 00.0% — 不变
CI THE CIGNA GROUP $1,1030.00%4 00.0% — 不变
AMCR AMCOR PLC $9980.00%23 23— $998 新建仓
MANH MANHATTAN ASSOCIATES INC $9750.00%7 7— $975 新建仓
— PATRIOT NATL BANCORP INC $9580.00%1,000 00.0% — 不变
DKNG DRAFTKINGS INC NEW $8340.00%33 00.0% — 不变
FIS FIDELITY NATL INFORMATION SV $7780.00%20 00.0% — 不变
— AMERICAN BITCOIN CORP. $7500.00%1,100 00.0% — 不变
VYX NCR VOYIX CORPORATION $7190.00%88 00.0% — 不变
UBS UBS GROUP AG $6450.00%13 00.0% — 不变
SOXX ISHARES TR $6410.00%1 1— $641 新建仓
DOCN DIGITALOCEAN HLDGS INC $6290.00%4 4— $629 新建仓
KD KYNDRYL HLDGS INC $6110.00%54 00.0% — 不变
GTX GARRETT MOTION INC $5760.00%16 16— $576 新建仓
BHF BRIGHTHOUSE FINL INC $3170.00%5 00.0% — 不变
CMPS COMPASS PATHWAYS PLC $2830.00%20 20— $283 新建仓
AA ALCOA CORP $2610.00%5 00.0% — 不变
WHR WHIRLPOOL CORP $2370.00%6 00.0% — 不变
WEN WENDYS CO $2200.00%27 13.8% $8 加仓
VTWV VANGUARD SCOTTSDALE FDS $2170.00%1 00.0% — 不变
ANGX ANGEL STUDIOS INC. $1950.00%53 00.0% — 不变
NOK NOKIA CORP $1200.00%9 00.0% — 不变
OUSA ALPS ETF TR $1170.00%2 00.0% — 不变