Beirne Wealth Consulting Services, LLC
SHELTON CT · SEC CIK 0001697303
$5.03亿2026Q2 申报市值
102持仓数
62.3%前十大占比 · 第一大 13.1%
7 / 10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
IWD 加仓+$4,358.35万
IWF 加仓+$4,135.80万
IWM 加仓+$2,635.27万
EEM 加仓+$2,617.91万
EFA 加仓+$581.03万
2026Q2 卖出最多 按季末市值估算
AGG 减仓-$1,239.56万
EXXON MOBIL CORP 清仓-$238.59万
VEA 减仓-$229.08万
GDX 减仓-$130.96万
AEM 减仓-$109.48万
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 |
|---|---|---|---|---|---|---|---|---|
| VB | VANGUARD INDEX FDS | $1,426.28万 | 2.84% | 47,050 | 138 | 0.3% | $4.18万 | 加仓 |
| IEFA | ISHARES TR | $1,559.47万 | 3.10% | 161,447 | 3,762 | 2.4% | $36.34万 | 加仓 |
| IJR | ISHARES TR | $1,602.16万 | 3.19% | 108,001 | 689 | 0.6% | $10.22万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,669.58万 | 3.32% | 193,821 | 207 | 0.1% | $1.78万 | 加仓 |
| LRGF | ISHARES TR | $2,023.76万 | 4.03% | 267,564 | 664 | 0.2% | $5.02万 | 加仓 |
| IVV | ISHARES TR | $2,056.90万 | 4.09% | 27,441 | 167 | 0.6% | $12.52万 | 加仓 |
| IWM | ISHARES TR | $2,901.84万 | 5.77% | 96,580 | 87,708 | 988.6% | $2,635.27万 | 加仓 |
| AGG | ISHARES TR | $2,977.04万 | 5.92% | 300,743 | -125,221 | -29.4% | -$1,239.56万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,146.19万 | 6.26% | 441,569 | -32,152 | -6.8% | -$229.08万 | 减仓 |
| EEM | ISHARES TR | $3,599.74万 | 7.16% | 526,196 | 382,676 | 266.6% | $2,617.91万 | 加仓 |
| IWF | ISHARES TR | $4,747.96万 | 9.45% | 382,370 | 333,070 | 675.6% | $4,135.80万 | 加仓 |
| IWD | ISHARES TR | $6,588.46万 | 13.11% | 271,741 | 179,760 | 195.4% | $4,358.35万 | 加仓 |