Beirne Wealth Consulting Services, LLC
SHELTON CT · SEC CIK 0001697303
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| AGG | ISHARES TR | $4,228.80万 | 11.96% | 425,964 | 12,201 | 2.9% | $121.13万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $3,035.61万 | 8.59% | 473,721 | 50,147 | 11.8% | $321.34万 | 加仓 |
| IWD | ISHARES TR | $1,965.94万 | 5.56% | 91,981 | 4,510 | 5.2% | $96.39万 | 加仓 |
| IVV | ISHARES TR | $1,783.42万 | 5.04% | 27,274 | -5,920 | -17.8% | -$387.10万 | 减仓 |
| LRGF | ISHARES TR | $1,761.71万 | 4.98% | 266,900 | -36,592 | -12.1% | -$241.53万 | 减仓 |
| IEFA | ISHARES TR | $1,427.76万 | 4.04% | 157,685 | 46,930 | 42.4% | $424.93万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,409.50万 | 3.99% | 32,269 | 35 | 0.1% | $1.53万 | 加仓 |
| IJR | ISHARES TR | $1,334.27万 | 3.77% | 107,312 | 54,187 | 102.0% | $673.74万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,228.77万 | 3.48% | 46,912 | 7,528 | 19.1% | $197.18万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,214.19万 | 3.43% | 42,278 | 6,854 | 19.3% | $196.84万 | 加仓 |
| IEMG | ISHARES INC | $1,010.10万 | 2.86% | 144,793 | -9,568 | -6.2% | -$66.75万 | 减仓 |
| EEM | ISHARES TR | $815.06万 | 2.31% | 143,520 | 34,527 | 31.7% | $196.08万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $813.66万 | 2.30% | 150,538 | 5,806 | 4.0% | $31.38万 | 加仓 |
| GDX | VANECK ETF TRUST | $774.97万 | 2.19% | 84,432 | 2,376 | 2.9% | $21.81万 | 加仓 |
| HYG | ISHARES TR | $686.72万 | 1.94% | 86,293 | 21,985 | 34.2% | $174.96万 | 加仓 |
| FLOT | ISHARES TR | $663.64万 | 1.88% | 130,232 | 13,709 | 11.8% | $69.86万 | 加仓 |
| INTF | ISHARES TR | $591.40万 | 1.67% | 151,772 | 41,199 | 37.3% | $160.54万 | 加仓 |
| IWF | ISHARES TR | $525.67万 | 1.49% | 12,325 | -5,460 | -30.7% | -$232.87万 | 减仓 |
| SMLF | ISHARES TR | $453.10万 | 1.28% | 59,996 | -2,460 | -3.9% | -$18.58万 | 减仓 |
| GDXJ | VANECK ETF TRUST | $447.75万 | 1.27% | 37,287 | 6,648 | 21.7% | $79.83万 | 加仓 |
| ACWI | ISHARES TR | $420.76万 | 1.19% | 30,403 | -3,111 | -9.3% | -$43.05万 | 减仓 |
| AAPL | APPLE INC | $419.95万 | 1.19% | 16,547 | -633 | -3.7% | -$16.06万 | 减仓 |
| EMGF | ISHARES INC | $416.66万 | 1.18% | 68,925 | 28,751 | 71.6% | $173.80万 | 加仓 |
| TLT | ISHARES TR | $383.65万 | 1.09% | 44,242 | -1 | -0.0% | -$87 | 减仓 |
| MSFT | MICROSOFT CORP | $371.62万 | 1.05% | 10,039 | -120 | -1.2% | -$4.44万 | 减仓 |
| IEF | ISHARES TR | $352.74万 | 1.00% | 36,945 | -15,969 | -30.2% | -$152.47万 | 减仓 |
| CCJ | CAMECO CORP | $331.68万 | 0.94% | 30,538 | 0 | 0.0% | — | 不变 |
| PAAS | PAN AMERN SILVER CORP | $285.30万 | 0.81% | 52,223 | 41 | 0.1% | $2,240 | 加仓 |
| VOO | VANGUARD INDEX FDS | $280.38万 | 0.79% | 4,691 | -882 | -15.8% | -$52.72万 | 减仓 |
| GLD | SPDR GOLD TR | $263.13万 | 0.74% | 6,115 | 2 | 0.0% | $861 | 加仓 |
| EFA | ISHARES TR | $252.07万 | 0.71% | 25,945 | 7,268 | 38.9% | $70.61万 | 加仓 |
| AMZN | AMAZON COM INC | $240.76万 | 0.68% | 11,560 | 761 | 7.0% | $15.85万 | 加仓 |
| — | EXXON MOBIL CORP | $238.59万 | 0.67% | 14,062 | 996 | 7.6% | $16.90万 | 加仓 |
| IWM | ISHARES TR | $220.08万 | 0.62% | 8,872 | -914 | -9.3% | -$22.67万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $206.61万 | 0.58% | 18,543 | -1 | -0.0% | -$111 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $202.48万 | 0.57% | 22,805 | 12,309 | 117.3% | $109.29万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $198.07万 | 0.56% | 9,757 | 10 | 0.1% | $2,030 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $187.04万 | 0.53% | 2,867 | 0 | 0.0% | — | 不变 |
| — | ETFIS SER TR I | $179.62万 | 0.51% | 38,969 | 502 | 1.3% | $2.31万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $170.52万 | 0.48% | 12,995 | -192 | -1.5% | -$2.52万 | 减仓 |
| GOOGL | ALPHABET INC | $168.80万 | 0.48% | 5,870 | -66 | -1.1% | -$1.90万 | 减仓 |
| — | ISHARES TR | $162.28万 | 0.46% | 15,576 | 3,109 | 24.9% | $32.39万 | 加仓 |
| AMLP | ALPS ETF TR | $128.67万 | 0.36% | 24,443 | 128 | 0.5% | $6,738 | 加仓 |
| CVX | CHEVRON CORPORATION | $127.20万 | 0.36% | 6,148 | 43 | 0.7% | $8,897 | 加仓 |
| ALT | ALTIMMUNE INC | $126.85万 | 0.36% | 411,858 | 35,400 | 9.4% | $10.90万 | 加仓 |
| GOOG | ALPHABET INC | $115.86万 | 0.33% | 4,039 | -25 | -0.6% | -$7,172 | 减仓 |
| GLW | CORNING INC | $109.40万 | 0.31% | 8,045 | 64 | 0.8% | $8,703 | 加仓 |
| EQX | EQUINOX GOLD CORP | $108.47万 | 0.31% | 75,013 | 13 | 0.0% | $188 | 加仓 |
| NVDA | NVIDIA CORPORATION | $102.14万 | 0.29% | 5,855 | -549 | -8.6% | -$9.58万 | 减仓 |
| AMGN | AMGEN INC | $97.53万 | 0.28% | 2,772 | 0 | 0.0% | — | 不变 |
| IJH | ISHARES TR | $97.47万 | 0.28% | 14,409 | -86,276 | -85.7% | -$583.61万 | 减仓 |
| IJJ | ISHARES TR | $84.61万 | 0.24% | 6,386 | 0 | 0.0% | — | 不变 |
| IUSV | ISHARES TR | $84.39万 | 0.24% | 8,251 | 296 | 3.7% | $3.03万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $81.38万 | 0.23% | 1,698 | -41 | -2.4% | -$1.97万 | 减仓 |
| DE | DEERE & CO | $70.90万 | 0.20% | 1,255 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $70.19万 | 0.20% | 2,386 | 4 | 0.2% | $1,177 | 加仓 |
| RIG | TRANSOCEAN LTD | $66.33万 | 0.19% | 100,040 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $66.03万 | 0.19% | 780 | 1 | 0.1% | $847 | 加仓 |
| TDW | TIDEWATER INC NEW | $62.66万 | 0.18% | 7,500 | 0 | 0.0% | — | 不变 |
| VNOM | VIPER ENERGY INC | $55.52万 | 0.16% | 11,815 | 534 | 4.7% | $2.51万 | 加仓 |
| SHYG | ISHARES TR | $55.45万 | 0.16% | 13,102 | 3,377 | 34.7% | $14.29万 | 加仓 |
| BAC | BANK AMERICA CORP | $53.66万 | 0.15% | 11,007 | 14 | 0.1% | $683 | 加仓 |
| SGDM | SPROTT ETF TRUST | $52.84万 | 0.15% | 7,000 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $52.49万 | 0.15% | 6,056 | 1,577 | 35.2% | $13.67万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $52.26万 | 0.15% | 4,405 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC | $50.94万 | 0.14% | 35,750 | -22,000 | -38.1% | -$31.35万 | 减仓 |
| C | CITIGROUP INC | $49.96万 | 0.14% | 4,405 | 66 | 1.5% | $7,485 | 加仓 |
| COP | CONOCOPHILLIPS | $48.83万 | 0.14% | 3,699 | -38 | -1.0% | -$5,016 | 减仓 |
| NEM | NEWMONT CORP | $46.50万 | 0.13% | 4,296 | -50 | -1.2% | -$5,412 | 减仓 |
| SLB | SLB LIMITED | $45.67万 | 0.13% | 8,837 | 1,965 | 28.6% | $10.16万 | 加仓 |
| JHML | JOHN HANCOCK EXCHANGE TRADED | $45.63万 | 0.13% | 5,829 | -1,113 | -16.0% | -$8.71万 | 减仓 |
| NEAR | ISHARES U S ETF TR | $44.83万 | 0.13% | 8,817 | 975 | 12.4% | $4.96万 | 加仓 |
| V | VISA INC | $43.37万 | 0.12% | 1,435 | -36 | -2.4% | -$1.09万 | 减仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $42.78万 | 0.12% | 49,000 | -1,000 | -2.0% | -$8,730 | 减仓 |
| B | BARRICK MNG CORP | $42.28万 | 0.12% | 10,366 | 0 | 0.0% | — | 不变 |
| SII | SPROTT INC | $40.96万 | 0.12% | 2,866 | 8 | 0.3% | $1,143 | 加仓 |
| MUX | MCEWEN INC. | $40.84万 | 0.12% | 20,000 | 0 | 0.0% | — | 不变 |
| ENVX | ENOVIX CORPORATION | $39.66万 | 0.11% | 76,567 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $39.43万 | 0.11% | 1,105 | -226 | -17.0% | -$8.06万 | 减仓 |
| ORCL | ORACLE CORP | $35.94万 | 0.10% | 2,443 | -9 | -0.4% | -$1,324 | 减仓 |
| — | HONEYWELL INTL INC | $35.49万 | 0.10% | 1,570 | -3 | -0.2% | -$678 | 减仓 |
| PSX | PHILLIPS 66 | $34.85万 | 0.10% | 1,913 | 13 | 0.7% | $2,368 | 加仓 |
| — | SPROTT ETF TRUST | $34.43万 | 0.10% | 4,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $34.20万 | 0.10% | 920 | -12 | -1.3% | -$4,461 | 减仓 |
| VTV | VANGUARD INDEX FDS | $34.08万 | 0.10% | 1,737 | 0 | 0.0% | — | 不变 |
| HAL | HALLIBURTON CO | $33.73万 | 0.10% | 8,651 | 8,651 | — | $33.73万 | 新建仓 |
| DUK | DUKE ENERGY CORP NEW | $33.51万 | 0.09% | 2,558 | 6 | 0.2% | $786 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $32.44万 | 0.09% | 1,199 | -9 | -0.7% | -$2,435 | 减仓 |
| PDS | PRECISION DRILLING CORP | $32.18万 | 0.09% | 3,270 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $30.31万 | 0.09% | 1,523 | 5 | 0.3% | $995 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $30.24万 | 0.09% | 1,237 | 0 | 0.0% | — | 不变 |
| NXE | NEXGEN ENERGY LTD | $29.00万 | 0.08% | 25,000 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $28.22万 | 0.08% | 4,073 | -29 | -0.7% | -$2,009 | 减仓 |
| LLY | ELI LILLY & CO | $27.04万 | 0.08% | 294 | -13 | -4.2% | -$1.20万 | 减仓 |
| MS | MORGAN STANLEY | $26.64万 | 0.08% | 1,619 | -27 | -1.6% | -$4,443 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $26.48万 | 0.07% | 1,992 | 0 | 0.0% | — | 不变 |
| UGI | UGI CORP NEW | $25.84万 | 0.07% | 7,024 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $23.24万 | 0.07% | 800 | 0 | 0.0% | — | 重新持有 |
| HD | HOME DEPOT INC | $21.25万 | 0.06% | 646 | -17 | -2.6% | -$5,591 | 减仓 |
| NOV | NOV INC | $21.12万 | 0.06% | 11,228 | 11,228 | — | $21.12万 | 新建仓 |