13F 机构持仓

Beirne Wealth Consulting Services, LLC

SHELTON CT · SEC CIK 0001697303

2026Q22026Q1 更早 9 个季度 🔒
$3.54亿2026Q1 申报市值
105持仓数
54.8%前十大占比 · 第一大 12.0%
3 / 6新建仓 / 清仓
申报市值走势$5.03亿2026Q2
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

AGG 12.0%
VEA 8.6%
IWD 5.6%
IVV 5.0%
LRGF 5.0%
IEFA 4.0%
VUG 4.0%
IJR 3.8%
VB 3.5%
VO 3.4%

2026Q1 买入最多 按季末市值估算

IJR 加仓+$673.74万
IEFA 加仓+$424.93万
VEA 加仓+$321.34万
VB 加仓+$197.18万
VO 加仓+$196.84万

2026Q1 卖出最多 按季末市值估算

IJH 减仓-$583.61万
IVV 减仓-$387.10万
EFV 清仓-$316.78万
LRGF 减仓-$241.53万
IWF 减仓-$232.87万

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
EFV ISHARES TR $00.00%0 -44,338-100.0% -$316.78万 清仓
MDY SPDR S&P MIDCAP 400 ETF TR $00.00%0 -935-100.0% -$56.69万 清仓
SHY ISHARES TR $00.00%0 -5,885-100.0% -$48.74万 清仓
OPEN OPENDOOR TECHNOLOGIES INC $00.00%0 -55,606-100.0% -$32.42万 清仓
FIVA FIDELITY COVINGTON TRUST $00.00%0 -9,422-100.0% -$32.26万 清仓
MA MASTERCARD INCORPORATED $00.00%0 -400-100.0% -$22.84万 清仓
— SRX HEALTH SOLUTIONS INC. $3,0960.00%24,000 24,000— $3,096 新建仓
LCTX LINEAGE CELL THERAPEUTICS IN $7.11万0.02%45,000 00.0% — 不变
NVAX NOVAVAX INC $12.21万0.03%15,000 00.0% — 不变
SBSW SIBANYE STILLWATER LTD $19.54万0.06%15,472 00.0% — 不变
AEP AMERICAN ELEC PWR CO INC $21.04万0.06%1,605 -1,203-42.8% -$15.77万 重新持有
NOV NOV INC $21.12万0.06%11,228 11,228— $21.12万 新建仓
HD HOME DEPOT INC $21.25万0.06%646 -17-2.6% -$5,591 减仓
APD AIR PRODUCTS AND CHEMICALS I $23.24万0.07%800 00.0% — 重新持有
UGI UGI CORP NEW $25.84万0.07%7,024 00.0% — 不变
XLK SELECT SECTOR SPDR TR $26.48万0.07%1,992 00.0% — 不变
MS MORGAN STANLEY $26.64万0.08%1,619 -27-1.6% -$4,443 减仓
LLY ELI LILLY & CO $27.04万0.08%294 -13-4.2% -$1.20万 减仓
ES EVERSOURCE ENERGY $28.22万0.08%4,073 -29-0.7% -$2,009 减仓
NXE NEXGEN ENERGY LTD $29.00万0.08%25,000 00.0% — 不变
JNJ JOHNSON & JOHNSON $30.24万0.09%1,237 00.0% — 不变
BA BOEING CO $30.31万0.09%1,523 50.3% $995 加仓
PDS PRECISION DRILLING CORP $32.18万0.09%3,270 00.0% — 不变
UNH UNITEDHEALTH GROUP INC $32.44万0.09%1,199 -9-0.7% -$2,435 减仓
DUK DUKE ENERGY CORP NEW $33.51万0.09%2,558 60.2% $786 加仓
HAL HALLIBURTON CO $33.73万0.10%8,651 8,651— $33.73万 新建仓
VTV VANGUARD INDEX FDS $34.08万0.10%1,737 00.0% — 不变
TSLA TESLA INC $34.20万0.10%920 -12-1.3% -$4,461 减仓
— SPROTT ETF TRUST $34.43万0.10%4,000 00.0% — 不变
PSX PHILLIPS 66 $34.85万0.10%1,913 130.7% $2,368 加仓
— HONEYWELL INTL INC $35.49万0.10%1,570 -3-0.2% -$678 减仓
ORCL ORACLE CORP $35.94万0.10%2,443 -9-0.4% -$1,324 减仓
IWB ISHARES TR $39.43万0.11%1,105 -226-17.0% -$8.06万 减仓
ENVX ENOVIX CORPORATION $39.66万0.11%76,567 00.0% — 不变
MUX MCEWEN INC. $40.84万0.12%20,000 00.0% — 不变
SII SPROTT INC $40.96万0.12%2,866 80.3% $1,143 加仓
B BARRICK MNG CORP $42.28万0.12%10,366 00.0% — 不变
UAMY UNITED STATES ANTIMONY CORP $42.78万0.12%49,000 -1,000-2.0% -$8,730 减仓
V VISA INC $43.37万0.12%1,435 -36-2.4% -$1.09万 减仓
NEAR ISHARES U S ETF TR $44.83万0.13%8,817 97512.4% $4.96万 加仓
JHML JOHN HANCOCK EXCHANGE TRADED $45.63万0.13%5,829 -1,113-16.0% -$8.71万 减仓
SLB SLB LIMITED $45.67万0.13%8,837 1,96528.6% $10.16万 加仓
NEM NEWMONT CORP $46.50万0.13%4,296 -50-1.2% -$5,412 减仓
COP CONOCOPHILLIPS $48.83万0.14%3,699 -38-1.0% -$5,016 减仓
C CITIGROUP INC $49.96万0.14%4,405 661.5% $7,485 加仓
RKT ROCKET COS INC $50.94万0.14%35,750 -22,000-38.1% -$31.35万 减仓
BNY BANK NEW YORK MELLON CORP $52.26万0.15%4,405 00.0% — 不变
IXUS ISHARES TR $52.49万0.15%6,056 1,57735.2% $13.67万 加仓
SGDM SPROTT ETF TRUST $52.84万0.15%7,000 00.0% — 不变
BAC BANK AMERICA CORP $53.66万0.15%11,007 140.1% $683 加仓
SHYG ISHARES TR $55.45万0.16%13,102 3,37734.7% $14.29万 加仓
VNOM VIPER ENERGY INC $55.52万0.16%11,815 5344.7% $2.51万 加仓
TDW TIDEWATER INC NEW $62.66万0.18%7,500 00.0% — 不变
GS GOLDMAN SACHS GROUP INC $66.03万0.19%780 10.1% $847 加仓
RIG TRANSOCEAN LTD $66.33万0.19%100,040 00.0% — 不变
JPM JPMORGAN CHASE & CO $70.19万0.20%2,386 40.2% $1,177 加仓
DE DEERE & CO $70.90万0.20%1,255 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $81.38万0.23%1,698 -41-2.4% -$1.97万 减仓
IUSV ISHARES TR $84.39万0.24%8,251 2963.7% $3.03万 加仓
IJJ ISHARES TR $84.61万0.24%6,386 00.0% — 不变
IJH ISHARES TR $97.47万0.28%14,409 -86,276-85.7% -$583.61万 减仓
AMGN AMGEN INC $97.53万0.28%2,772 00.0% — 不变
NVDA NVIDIA CORPORATION $102.14万0.29%5,855 -549-8.6% -$9.58万 减仓
EQX EQUINOX GOLD CORP $108.47万0.31%75,013 130.0% $188 加仓
GLW CORNING INC $109.40万0.31%8,045 640.8% $8,703 加仓
GOOG ALPHABET INC $115.86万0.33%4,039 -25-0.6% -$7,172 减仓
ALT ALTIMMUNE INC $126.85万0.36%411,858 35,4009.4% $10.90万 加仓
CVX CHEVRON CORPORATION $127.20万0.36%6,148 430.7% $8,897 加仓
AMLP ALPS ETF TR $128.67万0.36%24,443 1280.5% $6,738 加仓
— ISHARES TR $162.28万0.46%15,576 3,10924.9% $32.39万 加仓
GOOGL ALPHABET INC $168.80万0.48%5,870 -66-1.1% -$1.90万 减仓
WPM WHEATON PRECIOUS METALS CORP $170.52万0.48%12,995 -192-1.5% -$2.52万 减仓
— ETFIS SER TR I $179.62万0.51%38,969 5021.3% $2.31万 加仓
SPY STATE STR SPDR S&P 500 ETF T $187.04万0.53%2,867 00.0% — 不变
AEM AGNICO EAGLE MINES LTD $198.07万0.56%9,757 100.1% $2,030 加仓
VNQ VANGUARD INDEX FDS $202.48万0.57%22,805 12,309117.3% $109.29万 加仓
APO APOLLO GLOBAL MGMT INC $206.61万0.58%18,543 -1-0.0% -$111 减仓
IWM ISHARES TR $220.08万0.62%8,872 -914-9.3% -$22.67万 减仓
— EXXON MOBIL CORP $238.59万0.67%14,062 9967.6% $16.90万 加仓
AMZN AMAZON COM INC $240.76万0.68%11,560 7617.0% $15.85万 加仓
EFA ISHARES TR $252.07万0.71%25,945 7,26838.9% $70.61万 加仓
GLD SPDR GOLD TR $263.13万0.74%6,115 20.0% $861 加仓
VOO VANGUARD INDEX FDS $280.38万0.79%4,691 -882-15.8% -$52.72万 减仓
PAAS PAN AMERN SILVER CORP $285.30万0.81%52,223 410.1% $2,240 加仓
CCJ CAMECO CORP $331.68万0.94%30,538 00.0% — 不变
IEF ISHARES TR $352.74万1.00%36,945 -15,969-30.2% -$152.47万 减仓
MSFT MICROSOFT CORP $371.62万1.05%10,039 -120-1.2% -$4.44万 减仓
TLT ISHARES TR $383.65万1.09%44,242 -1-0.0% -$87 减仓
EMGF ISHARES INC $416.66万1.18%68,925 28,75171.6% $173.80万 加仓
AAPL APPLE INC $419.95万1.19%16,547 -633-3.7% -$16.06万 减仓
ACWI ISHARES TR $420.76万1.19%30,403 -3,111-9.3% -$43.05万 减仓
GDXJ VANECK ETF TRUST $447.75万1.27%37,287 6,64821.7% $79.83万 加仓
SMLF ISHARES TR $453.10万1.28%59,996 -2,460-3.9% -$18.58万 减仓
IWF ISHARES TR $525.67万1.49%12,325 -5,460-30.7% -$232.87万 减仓
INTF ISHARES TR $591.40万1.67%151,772 41,19937.3% $160.54万 加仓
FLOT ISHARES TR $663.64万1.88%130,232 13,70911.8% $69.86万 加仓
HYG ISHARES TR $686.72万1.94%86,293 21,98534.2% $174.96万 加仓
GDX VANECK ETF TRUST $774.97万2.19%84,432 2,3762.9% $21.81万 加仓
VWO VANGUARD INTL EQUITY INDEX F $813.66万2.30%150,538 5,8064.0% $31.38万 加仓
EEM ISHARES TR $815.06万2.31%143,520 34,52731.7% $196.08万 加仓