Beacon Harbor Wealth Advisors, Inc.
VIRGINIA BEACH VA · SEC CIK 0001784093
$4.77亿2026Q1 申报市值
70持仓数
37.8%前十大占比 · 第一大 5.8%
8 / 7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
GRANITESHARES ET 新建仓+$1,345.58万
SLV 新建仓+$1,282.83万
EBAY 新建仓+$763.63万
JPM 新建仓+$749.96万
VRT 新建仓+$741.64万
2026Q1 卖出最多 按季末市值估算
IEMG 减仓-$1,287.71万
QTUM 清仓-$1,280.30万
LITE 减仓-$1,248.31万
JNJ 减仓-$1,004.19万
STT 清仓-$682.36万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| QTUM | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -116,752 | -100.0% | -$1,280.30万 | 清仓 |
| STT | STATE STR CORP | $0 | 0.00% | 0 | -52,892 | -100.0% | -$682.36万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -68,069 | -100.0% | -$672.32万 | 清仓 |
| HLNE | HAMILTON LANE INC | $0 | 0.00% | 0 | -49,933 | -100.0% | -$670.65万 | 清仓 |
| STC | STEWART INFORMATION SVCS COR | $0 | 0.00% | 0 | -88,625 | -100.0% | -$622.68万 | 清仓 |
| PSIX | POWER SOLUTIONS INTL INC | $0 | 0.00% | 0 | -103,216 | -100.0% | -$589.78万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -24,751 | -100.0% | -$381.51万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | KANDI TECHNOLOGIES GROUP INC | $1.15万 | 0.00% | 13,750 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP | $8.57万 | 0.02% | 11,350 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $20.29万 | 0.04% | 1,200 | 1,200 | — | $20.29万 | 新建仓 |
| T | AT&T INC | $20.88万 | 0.04% | 7,202 | 7,202 | — | $20.88万 | 新建仓 |
| IVV | ISHARES TR | $21.23万 | 0.04% | 325 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $25.53万 | 0.05% | 1,187 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $25.65万 | 0.05% | 5,086 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $28.77万 | 0.06% | 807 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $30.03万 | 0.06% | 344 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $34.77万 | 0.07% | 411 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $35.89万 | 0.08% | 2,314 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $36.04万 | 0.08% | 1,545 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $39.78万 | 0.08% | 9,013 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $44.24万 | 0.09% | 1,825 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $44.40万 | 0.09% | 1,816 | -41,073 | -95.8% | -$1,004.19万 | 减仓 |
| GE | GE AEROSPACE | $47.87万 | 0.10% | 1,687 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $47.90万 | 0.10% | 2,300 | -60 | -2.5% | -$1.25万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $53.69万 | 0.11% | 1,121 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $73.11万 | 0.15% | 1,975 | 0 | 0.0% | — | 不变 |
| DGRO | ISHARES TR | $73.78万 | 0.15% | 10,513 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $92.05万 | 0.19% | 3,209 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES TR | $137.50万 | 0.29% | 12,911 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $305.47万 | 0.64% | 38,958 | 870 | 2.3% | $6.82万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $417.62万 | 0.88% | 86,914 | 4,084 | 4.9% | $19.62万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $472.02万 | 0.99% | 89,431 | -31 | -0.0% | -$1,636 | 减仓 |
| APP | APPLOVIN CORP | $486.52万 | 1.02% | 12,224 | 207 | 1.7% | $8.24万 | 加仓 |
| BLV | VANGUARD BD INDEX FDS | $554.26万 | 1.16% | 80,585 | 3,644 | 4.7% | $25.06万 | 加仓 |
| PFF | ISHARES TR | $561.32万 | 1.18% | 185,133 | 16,065 | 9.5% | $48.71万 | 加仓 |
| MRK | MERCK & CO INC | $599.84万 | 1.26% | 49,866 | -30,336 | -37.8% | -$364.91万 | 减仓 |
| MDT | MEDTRONIC PLC | $619.19万 | 1.30% | 71,459 | 2,508 | 3.6% | $21.73万 | 加仓 |
| FLEX | FLEXTRONICS INTL LTD | $671.61万 | 1.41% | 102,599 | 2,909 | 2.9% | $19.04万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $672.52万 | 1.41% | 40,675 | 1,036 | 2.6% | $17.13万 | 加仓 |
| C | CITIGROUP INC | $675.13万 | 1.41% | 59,530 | 59,530 | — | $675.13万 | 新建仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $698.90万 | 1.46% | 24,076 | 394 | 1.7% | $11.44万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $739.33万 | 1.55% | 27,323 | 16,139 | 144.3% | $436.71万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $741.64万 | 1.55% | 29,597 | 29,597 | — | $741.64万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $749.96万 | 1.57% | 25,495 | 25,495 | — | $749.96万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $750.02万 | 1.57% | 77,036 | 549 | 0.7% | $5.35万 | 加仓 |
| APH | AMPHENOL CORP | $752.25万 | 1.58% | 59,537 | -2,004 | -3.3% | -$25.32万 | 减仓 |
| ABBV | ABBVIE INC | $756.55万 | 1.59% | 34,785 | 45 | 0.1% | $9,787 | 加仓 |
| NVDA | NVIDIA CORPORATION | $762.13万 | 1.60% | 43,700 | 39,602 | 966.4% | $690.66万 | 加仓 |
| EBAY | EBAY INC. | $763.63万 | 1.60% | 83,897 | 83,897 | — | $763.63万 | 新建仓 |
| PLD | PROLOGIS INC. | $786.44万 | 1.65% | 59,498 | 951 | 1.6% | $12.57万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $802.83万 | 1.68% | 159,926 | 5,144 | 3.3% | $25.82万 | 加仓 |
| NEM | NEWMONT CORP | $816.36万 | 1.71% | 75,414 | -1,543 | -2.0% | -$16.70万 | 减仓 |
| PEP | PEPSICO INC | $821.95万 | 1.72% | 52,930 | 31,063 | 142.1% | $482.38万 | 加仓 |
| TXN | TEXAS INSTRS INC | $824.01万 | 1.73% | 42,444 | 28,764 | 210.3% | $558.42万 | 加仓 |
| KO | COCA COLA CO | $824.16万 | 1.73% | 108,371 | 2,002 | 1.9% | $15.23万 | 加仓 |
| AAPL | APPLE INC | $847.33万 | 1.78% | 33,387 | 3,456 | 11.5% | $87.71万 | 加仓 |
| PFE | PFIZER INC | $850.37万 | 1.78% | 302,840 | 194,544 | 179.6% | $546.28万 | 加仓 |
| GOOGL | ALPHABET INC | $851.81万 | 1.79% | 29,622 | -1,237 | -4.0% | -$35.57万 | 减仓 |
| AMGN | AMGEN INC | $855.81万 | 1.79% | 24,323 | -293 | -1.2% | -$10.31万 | 减仓 |
| DFCF | DIMENSIONAL ETF TRUST | $862.44万 | 1.81% | 204,274 | 9,004 | 4.6% | $38.01万 | 加仓 |
| CVX | CHEVRON CORPORATION | $878.10万 | 1.84% | 42,441 | 663 | 1.6% | $13.72万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $878.86万 | 1.84% | 94,623 | 1,350 | 1.4% | $12.54万 | 加仓 |
| FIX | COMFORT SYS USA INC | $888.55万 | 1.86% | 6,444 | -230 | -3.4% | -$31.71万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $953.41万 | 2.00% | 189,282 | 8,416 | 4.7% | $42.39万 | 加仓 |
| IEFA | ISHARES TR | $958.92万 | 2.01% | 105,923 | 1,251 | 1.2% | $11.33万 | 加仓 |
| — | EXXON MOBIL CORP | $1,018.46万 | 2.13% | 60,029 | 238 | 0.4% | $4.04万 | 加仓 |
| IEMG | ISHARES INC | $1,247.97万 | 2.62% | 178,920 | -184,618 | -50.8% | -$1,287.71万 | 减仓 |
| SLV | ISHARES SILVER TR | $1,282.83万 | 2.69% | 188,264 | 188,264 | — | $1,282.83万 | 新建仓 |
| — | GRANITESHARES ETF TR | $1,345.58万 | 2.82% | 512,309 | 512,309 | — | $1,345.58万 | 新建仓 |
| DBMF | LITMAN GREGORY FDS TR | $1,348.30万 | 2.83% | 447,198 | 10,186 | 2.3% | $30.71万 | 加仓 |
| LVHI | LEGG MASON ETF INVT | $1,430.96万 | 3.00% | 352,974 | 4,879 | 1.4% | $19.78万 | 加仓 |
| IAU | ISHARES GOLD TR | $1,456.08万 | 3.05% | 165,164 | -4,110 | -2.4% | -$36.23万 | 减仓 |
| DXJ | WISDOMTREE TR | $1,463.98万 | 3.07% | 92,318 | 470 | 0.5% | $7.45万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1,528.08万 | 3.20% | 21,744 | -17,763 | -45.0% | -$1,248.31万 | 减仓 |
| VXF | VANGUARD INDEX FDS | $2,710.77万 | 5.68% | 131,719 | 2,683 | 2.1% | $55.22万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,726.10万 | 5.71% | 45,621 | 785 | 1.8% | $46.91万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,763.07万 | 5.79% | 375,214 | 15,598 | 4.3% | $114.86万 | 加仓 |