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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $1.72亿 | 7.06% | 536,189 | 6,439 | 1.2% | $206.57万 | 加仓 |
| IJR | ISHARES TR | $1.32亿 | 5.42% | 1,062,178 | 122,849 | 13.1% | $1,527.14万 | 加仓 |
| IAU | ISHARES GOLD TR | $8,566.15万 | 3.52% | 971,659 | 45,208 | 4.9% | $398.55万 | 加仓 |
| MSFT | MICROSOFT CORP | $6,831.30万 | 2.81% | 184,545 | -5,814 | -3.1% | -$215.22万 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $6,711.27万 | 2.76% | 846,634 | 25,346 | 3.1% | $200.92万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $6,640.76万 | 2.73% | 1,036,323 | 113,646 | 12.3% | $728.24万 | 加仓 |
| AAPL | APPLE INC | $6,468.03万 | 2.66% | 254,858 | -32,004 | -11.2% | -$812.23万 | 减仓 |
| SHY | ISHARES TR | $6,458.09万 | 2.65% | 782,135 | 37,332 | 5.0% | $308.25万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,798.25万 | 2.38% | 197,112 | -28,490 | -12.6% | -$838.06万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $5,557.02万 | 2.28% | 318,637 | 29,835 | 10.3% | $520.32万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $5,447.84万 | 2.24% | 109,031 | -4,786 | -4.2% | -$239.14万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $4,456.86万 | 1.83% | 207,238 | 78,985 | 61.6% | $1,698.65万 | 加仓 |
| GOOGL | ALPHABET INC | $4,162.99万 | 1.71% | 144,769 | -71,820 | -33.2% | -$2,065.26万 | 减仓 |
| ADI | ANALOG DEVICES INC | $4,086.72万 | 1.68% | 128,457 | -8,115 | -5.9% | -$258.17万 | 减仓 |
| MS | MORGAN STANLEY | $3,942.94万 | 1.62% | 239,590 | -38,374 | -13.8% | -$631.52万 | 减仓 |
| AMGN | AMGEN INC | $3,758.46万 | 1.54% | 106,820 | 50,691 | 90.3% | $1,783.56万 | 加仓 |
| CAT | CATERPILLAR INC | $3,707.81万 | 1.52% | 52,336 | -4,784 | -8.4% | -$338.93万 | 减仓 |
| AGG | ISHARES TR | $3,672.78万 | 1.51% | 369,979 | 17,143 | 4.9% | $170.18万 | 加仓 |
| TJX | TJX COS INC NEW | $3,512.66万 | 1.44% | 219,953 | -79,995 | -26.7% | -$1,277.52万 | 减仓 |
| AMAT | APPLIED MATLS INC | $3,448.25万 | 1.42% | 100,888 | -13,162 | -11.5% | -$449.86万 | 减仓 |
| ROST | ROSS STORES INC | $3,336.11万 | 1.37% | 154,000 | -7,866 | -4.9% | -$170.40万 | 减仓 |
| IDXX | IDEXX LABS INC | $3,304.48万 | 1.36% | 58,810 | -4,141 | -6.6% | -$232.68万 | 减仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3,125.51万 | 1.28% | 617,567 | 11,507 | 1.9% | $58.24万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $2,978.56万 | 1.22% | 45,800 | 44,000 | 2,444.4% | $2,861.50万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,934.40万 | 1.20% | 144,246 | -9,679 | -6.3% | -$196.90万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $2,783.00万 | 1.14% | 113,852 | -398 | -0.3% | -$9.73万 | 减仓 |
| ACWI | ISHARES TR | $2,636.74万 | 1.08% | 190,557 | 70,700 | 59.0% | $978.28万 | 加仓 |
| IVV | ISHARES TR | $2,611.43万 | 1.07% | 39,978 | -558 | -1.4% | -$36.45万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $2,505.27万 | 1.03% | 56,104 | -17,989 | -24.3% | -$803.28万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $2,468.11万 | 1.01% | 153,949 | -13,246 | -7.9% | -$212.36万 | 减仓 |
| CVX | CHEVRON CORPORATION | $2,319.78万 | 0.95% | 112,121 | 106,543 | 1,910.1% | $2,204.37万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $2,070.66万 | 0.85% | 64,597 | -3,372 | -5.0% | -$108.09万 | 减仓 |
| ETN | EATON CORP PLC | $2,057.93万 | 0.85% | 57,537 | 741 | 1.3% | $26.50万 | 加仓 |
| AVGO | BROADCOM INC | $2,028.57万 | 0.83% | 65,541 | -4,973 | -7.1% | -$153.92万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1,993.60万 | 0.82% | 4,735 | -278 | -5.5% | -$117.05万 | 减仓 |
| FTNT | FORTINET INC | $1,971.69万 | 0.81% | 241,274 | -14,437 | -5.6% | -$117.98万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $1,907.47万 | 0.78% | 29,330 | -17,587 | -37.5% | -$1,143.77万 | 减仓 |
| ABBV | ABBVIE INC | $1,872.71万 | 0.77% | 86,105 | -791 | -0.9% | -$17.20万 | 减仓 |
| SYK | STRYKER CORPORATION | $1,829.39万 | 0.75% | 55,674 | -4,520 | -7.5% | -$148.52万 | 减仓 |
| — | HONEYWELL INTL INC | $1,804.76万 | 0.74% | 79,846 | -1,181 | -1.5% | -$26.69万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $1,775.78万 | 0.73% | 38,521 | -16,430 | -29.9% | -$757.41万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,672.34万 | 0.69% | 309,407 | 77,564 | 33.5% | $419.23万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $1,662.29万 | 0.68% | 96,611 | 7,963 | 9.0% | $137.01万 | 加仓 |
| LLY | ELI LILLY & CO | $1,657.25万 | 0.68% | 18,018 | -1,060 | -5.6% | -$97.50万 | 减仓 |
| DXCM | DEXCOM INC | $1,616.24万 | 0.66% | 257,363 | -15,473 | -5.7% | -$97.17万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,599.36万 | 0.66% | 114,756 | 3,225 | 2.9% | $44.95万 | 加仓 |
| CSCO | CISCO SYS INC | $1,573.20万 | 0.65% | 202,758 | 2,819 | 1.4% | $21.87万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,527.10万 | 0.63% | 25,556 | 6,603 | 34.8% | $394.56万 | 加仓 |
| GEV | GE VERNOVA INC | $1,466.56万 | 0.60% | 16,801 | 15,731 | 1,470.2% | $1,373.16万 | 加仓 |
| DHR | DANAHER CORP DEL | $1,462.63万 | 0.60% | 77,143 | -2,866 | -3.6% | -$54.34万 | 减仓 |
| PODD | INSULET CORP | $1,435.22万 | 0.59% | 68,396 | -3,554 | -4.9% | -$74.58万 | 减仓 |
| HD | HOME DEPOT INC | $1,428.13万 | 0.59% | 43,423 | -36,113 | -45.4% | -$1,187.71万 | 减仓 |
| NVR | NVR INC | $1,397.70万 | 0.57% | 2,121 | -114 | -5.1% | -$75.12万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,353.86万 | 0.56% | 40,061 | -8,854 | -18.1% | -$299.22万 | 减仓 |
| RTX | RTX CORPORATION | $1,240.32万 | 0.51% | 64,299 | -3,088 | -4.6% | -$59.57万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $1,228.59万 | 0.50% | 132,277 | 7,400 | 5.9% | $68.73万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,176.04万 | 0.48% | 95,784 | 95,784 | — | $1,176.04万 | 新建仓 |
| META | META PLATFORMS INC | $1,122.99万 | 0.46% | 19,628 | 18,066 | 1,156.6% | $1,033.62万 | 加仓 |
| CB | CHUBB LTD SWITZ | $1,084.04万 | 0.45% | 33,260 | 752 | 2.3% | $24.51万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1,068.20万 | 0.44% | 148,506 | 17,668 | 13.5% | $127.09万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1,028.53万 | 0.42% | 15,076 | -699 | -4.4% | -$47.69万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $1,028.17万 | 0.42% | 57,054 | 57,054 | — | $1,028.17万 | 新建仓 |
| INTU | INTUIT | $982.91万 | 0.40% | 22,733 | -18,309 | -44.6% | -$791.63万 | 减仓 |
| BND | VANGUARD BD INDEX FDS | $970.98万 | 0.40% | 131,854 | -2,635 | -2.0% | -$19.40万 | 减仓 |
| URI | UNITED RENTALS INC | $922.65万 | 0.38% | 12,664 | 4,437 | 53.9% | $323.26万 | 加仓 |
| ENB | ENBRIDGE INC | $901.32万 | 0.37% | 166,480 | 2,589 | 1.6% | $14.02万 | 加仓 |
| SNA | SNAP ON INC | $892.87万 | 0.37% | 24,582 | 649 | 2.7% | $23.57万 | 加仓 |
| WM | WASTE MGMT INC DEL | $877.68万 | 0.36% | 38,195 | 3,333 | 9.6% | $76.59万 | 加仓 |
| COWZ | PACER FDS TR | $862.70万 | 0.35% | 137,899 | 19,165 | 16.1% | $119.90万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $840.75万 | 0.35% | 42,886 | -481 | -1.1% | -$9.43万 | 减仓 |
| CME | CME GROUP INC | $840.06万 | 0.34% | 28,443 | 720 | 2.6% | $21.27万 | 加仓 |
| BA | BOEING CO | $820.88万 | 0.34% | 41,244 | 41,244 | — | $820.88万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $815.38万 | 0.33% | 33,000 | -9,376 | -22.1% | -$231.67万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $794.48万 | 0.33% | 60,675 | 1,315 | 2.2% | $17.22万 | 加仓 |
| ALL | ALLSTATE CORP | $775.27万 | 0.32% | 37,391 | -119 | -0.3% | -$2.47万 | 减仓 |
| BAC | BANK AMERICA CORP | $766.56万 | 0.31% | 157,243 | 19,046 | 13.8% | $92.85万 | 加仓 |
| NEM | NEWMONT CORP | $762.02万 | 0.31% | 70,394 | 70,394 | — | $762.02万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $758.12万 | 0.31% | 9,812 | -263 | -2.6% | -$20.32万 | 减仓 |
| PEP | PEPSICO INC | $749.68万 | 0.31% | 48,276 | 4,798 | 11.0% | $74.51万 | 加仓 |
| EQIX | EQUINIX INC | $724.82万 | 0.30% | 7,394 | 98 | 1.3% | $9.61万 | 加仓 |
| GOOG | ALPHABET INC | $718.22万 | 0.29% | 25,037 | -1,392 | -5.3% | -$39.93万 | 减仓 |
| MINT | PIMCO ETF TR | $714.38万 | 0.29% | 71,033 | -371 | -0.5% | -$3.73万 | 减仓 |
| ADBE | ADOBE INC | $709.02万 | 0.29% | 29,168 | -2,225 | -7.1% | -$54.09万 | 减仓 |
| AMZN | AMAZON COM INC | $707.03万 | 0.29% | 33,948 | -1,999 | -5.6% | -$41.63万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $690.16万 | 0.28% | 8,158 | 7,543 | 1,226.5% | $638.13万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $678.27万 | 0.28% | 5,378 | -312 | -5.5% | -$39.35万 | 减仓 |
| IWM | ISHARES TR | $677.88万 | 0.28% | 27,334 | -261 | -0.9% | -$6.47万 | 减仓 |
| PNW | PINNACLE WEST CAP CORP | $661.46万 | 0.27% | 65,653 | 482 | 0.7% | $4.86万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $649.57万 | 0.27% | 33,255 | 33,255 | — | $649.57万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $646.38万 | 0.27% | 24,833 | -2,017 | -7.5% | -$52.50万 | 减仓 |
| MCO | MOODYS CORP | $559.23万 | 0.23% | 12,819 | -902 | -6.6% | -$39.35万 | 减仓 |
| NVO | NOVO-NORDISK A S | $557.46万 | 0.23% | 151,689 | -9,072 | -5.6% | -$33.34万 | 减仓 |
| NOW | SERVICENOW INC | $552.15万 | 0.23% | 52,812 | 3,529 | 7.2% | $36.90万 | 加仓 |
| HQY | HEALTHEQUITY INC | $481.91万 | 0.20% | 57,666 | 57,666 | — | $481.91万 | 新建仓 |
| SBUX | STARBUCKS CORP | $467.56万 | 0.19% | 52,189 | -99 | -0.2% | -$8,869 | 减仓 |
| CGNX | COGNEX CORP | $439.31万 | 0.18% | 89,673 | -745 | -0.8% | -$3.65万 | 减仓 |
| — | EXXON MOBIL CORP | $392.68万 | 0.16% | 23,145 | -994 | -4.1% | -$16.86万 | 减仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $373.08万 | 0.15% | 73,181 | -24,021 | -24.7% | -$122.46万 | 减仓 |
| CRM | SALESFORCE INC | $369.96万 | 0.15% | 19,819 | -545 | -2.7% | -$10.17万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $361.52万 | 0.15% | 19,828 | 0 | 0.0% | — | 不变 |