Beacon Harbor Wealth Advisors, Inc.
VIRGINIA BEACH VA · SEC CIK 0001784093
$5.13亿2026Q2 申报市值
70持仓数
43.5%前十大占比 · 第一大 9.1%
16 / 17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
VXF 加仓+$1,577.93万
DFNL 新建仓+$1,501.68万
PACER FDS TR 新建仓+$1,474.12万
HACK 新建仓+$1,427.88万
IEMG 加仓+$1,094.98万
2026Q2 卖出最多 按季末市值估算
DXJ 清仓-$1,463.98万
IAU 清仓-$1,456.08万
LVHI 清仓-$1,430.96万
DBMF 清仓-$1,348.30万
SLV 清仓-$1,282.83万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DXJ | WISDOMTREE TR | $0 | 0.00% | 0 | -92,318 | -100.0% | -$1,463.98万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -165,164 | -100.0% | -$1,456.08万 | 清仓 |
| LVHI | LEGG MASON ETF INVT | $0 | 0.00% | 0 | -352,974 | -100.0% | -$1,430.96万 | 清仓 |
| DBMF | LITMAN GREGORY FDS TR | $0 | 0.00% | 0 | -447,198 | -100.0% | -$1,348.30万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -188,264 | -100.0% | -$1,282.83万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | -108,371 | -100.0% | -$824.16万 | 清仓 |
| TXN | TEXAS INSTRS INC | $0 | 0.00% | 0 | -42,444 | -100.0% | -$824.01万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -75,414 | -100.0% | -$816.36万 | 清仓 |
| EBAY | EBAY INC. | $0 | 0.00% | 0 | -83,897 | -100.0% | -$763.63万 | 清仓 |
| AU | ANGLOGOLD ASHANTI PLC | $0 | 0.00% | 0 | -77,036 | -100.0% | -$750.02万 | 清仓 |
| JPM | JPMORGAN CHASE & CO | $0 | 0.00% | 0 | -25,495 | -100.0% | -$749.96万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -27,323 | -100.0% | -$739.33万 | 清仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $0 | 0.00% | 0 | -24,076 | -100.0% | -$698.90万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -59,530 | -100.0% | -$675.13万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -71,459 | -100.0% | -$619.19万 | 清仓 |
| BLV | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -80,585 | -100.0% | -$554.26万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,202 | -100.0% | -$20.88万 | 清仓 |
| — | KANDI TECHNOLOGIES GROUP INC | $9,240 | 0.00% | 13,750 | 0 | 0.0% | — | 不变 |
| IEP | ICAHN ENTERPRISES LP | $8.84万 | 0.02% | 11,350 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON ENTERPRISES INC | $23.32万 | 0.05% | 995 | -550 | -35.6% | -$12.89万 | 减仓 |
| — | EXXON MOBIL CORP | $25.07万 | 0.05% | 1,613 | -58,416 | -97.3% | -$908.02万 | 减仓 |
| MKC | MCCORMICK & CO INC | $25.89万 | 0.05% | 5,086 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $28.39万 | 0.06% | 1,187 | 0 | 0.0% | — | 不变 |
| IWB | ISHARES TR | $28.50万 | 0.06% | 698 | -109 | -13.5% | -$4.45万 | 减仓 |
| NUE | NUCOR CORP | $30.87万 | 0.06% | 1,200 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $34.07万 | 0.07% | 344 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $41.86万 | 0.08% | 411 | 0 | 0.0% | — | 不变 |
| IUSG | ISHARES TR | $42.77万 | 0.08% | 2,314 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $52.43万 | 0.10% | 2,045 | 229 | 12.6% | $5.87万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $57.32万 | 0.11% | 1,121 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $60.55万 | 0.12% | 6,713 | -2,300 | -25.5% | -$20.75万 | 减仓 |
| GE | GE AEROSPACE | $60.78万 | 0.12% | 1,688 | 1 | 0.1% | $360 | 加仓 |
| AMZN | AMAZON COM INC | $63.28万 | 0.12% | 2,330 | 30 | 1.3% | $8,147 | 加仓 |
| IVV | ISHARES TR | $73.91万 | 0.14% | 985 | 660 | 203.1% | $49.52万 | 加仓 |
| DGRO | ISHARES TR | $82.01万 | 0.16% | 10,513 | 0 | 0.0% | — | 不变 |
| ASUR | ASURE SOFTWARE INC | $86.52万 | 0.17% | 107,744 | 107,744 | — | $86.52万 | 新建仓 |
| GOOG | ALPHABET INC | $105.53万 | 0.21% | 2,959 | -250 | -7.8% | -$8.92万 | 减仓 |
| MSFT | MICROSOFT CORP | $115.30万 | 0.22% | 2,481 | 506 | 25.6% | $23.51万 | 加仓 |
| SUB | ISHARES TR | $137.05万 | 0.27% | 12,911 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $181.42万 | 0.35% | 5,873 | -27,514 | -82.4% | -$849.93万 | 减仓 |
| PJT | PJT PARTNERS INC | $218.40万 | 0.43% | 12,976 | 12,976 | — | $218.40万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $221.71万 | 0.43% | 104,041 | 104,041 | — | $221.71万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $306.48万 | 0.60% | 28,995 | 28,995 | — | $306.48万 | 新建仓 |
| SCZ | ISHARES TR | $342.90万 | 0.67% | 40,870 | 1,912 | 4.9% | $16.04万 | 加仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $441.78万 | 0.86% | 92,480 | 5,566 | 6.4% | $26.59万 | 加仓 |
| APP | APPLOVIN CORP | $515.90万 | 1.01% | 13,031 | 807 | 6.6% | $31.95万 | 加仓 |
| DFIV | DIMENSIONAL ETF TRUST | $530.42万 | 1.03% | 92,617 | 3,186 | 3.6% | $18.25万 | 加仓 |
| ABBV | ABBVIE INC | $548.92万 | 1.07% | 21,874 | -12,911 | -37.1% | -$323.99万 | 减仓 |
| PFF | ISHARES TR | $587.91万 | 1.15% | 192,947 | 7,814 | 4.2% | $23.81万 | 加仓 |
| MRK | MERCK & CO INC | $654.87万 | 1.28% | 50,297 | 431 | 0.9% | $5.61万 | 加仓 |
| ATRO | ASTRONICS CORP | $662.65万 | 1.29% | 95,359 | 95,359 | — | $662.65万 | 新建仓 |
| DY | DYCOM INDS INC | $667.22万 | 1.30% | 16,636 | 16,636 | — | $667.22万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $711.21万 | 1.39% | 29,441 | -156 | -0.5% | -$3.77万 | 减仓 |
| FIX | COMFORT SYS USA INC | $764.44万 | 1.49% | 4,420 | -2,024 | -31.4% | -$350.05万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $769.72万 | 1.50% | 61,484 | 61,484 | — | $769.72万 | 新建仓 |
| PEP | PEPSICO INC | $777.28万 | 1.51% | 55,695 | 2,765 | 5.2% | $38.59万 | 加仓 |
| PFE | PFIZER INC | $791.02万 | 1.54% | 316,281 | 13,441 | 4.4% | $33.62万 | 加仓 |
| FFIV | F5 INC | $800.47万 | 1.56% | 19,884 | 19,884 | — | $800.47万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $801.47万 | 1.56% | 35,836 | 34,011 | 1,863.6% | $760.66万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $812.03万 | 1.58% | 42,555 | 1,880 | 4.6% | $35.87万 | 加仓 |
| APH | AMPHENOL CORP | $832.12万 | 1.62% | 51,781 | -7,756 | -13.0% | -$124.64万 | 减仓 |
| MCD | MCDONALDS CORP | $839.85万 | 1.64% | 31,032 | 31,032 | — | $839.85万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC | $843.36万 | 1.64% | 180,166 | 20,240 | 12.7% | $94.74万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $845.05万 | 1.65% | 97,222 | 2,599 | 2.7% | $22.59万 | 加仓 |
| FOXA | FOX CORP | $847.93万 | 1.65% | 145,618 | 145,618 | — | $847.93万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $848.32万 | 1.65% | 43,099 | 658 | 1.6% | $12.95万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $852.58万 | 1.66% | 59,006 | 38,338 | 185.5% | $553.95万 | 重新持有 |
| NVDA | NVIDIA CORPORATION | $869.91万 | 1.69% | 43,333 | -367 | -0.8% | -$7.37万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $872.24万 | 1.70% | 30,902 | 30,902 | — | $872.24万 | 新建仓 |
| PLD | PROLOGIS INC. | $874.77万 | 1.70% | 60,492 | 994 | 1.7% | $14.37万 | 加仓 |
| GOOGL | ALPHABET INC | $884.48万 | 1.72% | 24,836 | -4,786 | -16.2% | -$170.44万 | 减仓 |
| HD | HOME DEPOT INC | $953.87万 | 1.86% | 28,735 | 28,735 | — | $953.87万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $955.08万 | 1.86% | 146,238 | 146,238 | — | $955.08万 | 新建仓 |
| AMGN | AMGEN INC | $961.56万 | 1.87% | 24,965 | 642 | 2.6% | $24.73万 | 加仓 |
| FLEX | FLEX LTD | $1,012.74万 | 1.97% | 89,032 | -13,567 | -13.2% | -$154.32万 | 减仓 |
| JAAA | JANUS DETROIT STR TR | $1,112.05万 | 2.17% | 220,208 | 30,926 | 16.3% | $156.18万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $1,275.31万 | 2.48% | 17,863 | -3,881 | -17.8% | -$277.08万 | 减仓 |
| HACK | AMPLIFY ETF TR | $1,427.88万 | 2.78% | 133,709 | 133,709 | — | $1,427.88万 | 新建仓 |
| IEFA | ISHARES TR | $1,448.19万 | 2.82% | 147,399 | 41,476 | 39.2% | $407.50万 | 加仓 |
| — | PACER FDS TR | $1,474.12万 | 2.87% | 316,416 | 316,416 | — | $1,474.12万 | 新建仓 |
| DFNL | DAVIS FUNDAMENTAL ETF TR | $1,501.68万 | 2.93% | 292,783 | 292,783 | — | $1,501.68万 | 新建仓 |
| — | GRANITESHARES ETF TR | $1,508.99万 | 2.94% | 582,845 | 70,536 | 13.8% | $182.62万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $1,620.13万 | 3.16% | 390,392 | 186,118 | 91.1% | $772.39万 | 加仓 |
| IEMG | ISHARES INC | $2,483.58万 | 4.84% | 320,008 | 141,088 | 78.9% | $1,094.98万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $2,987.43万 | 5.82% | 413,600 | 38,386 | 10.2% | $277.26万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $3,209.15万 | 6.25% | 46,736 | 1,115 | 2.4% | $76.56万 | 加仓 |
| VXF | VANGUARD INDEX FDS | $4,688.61万 | 9.14% | 198,535 | 66,816 | 50.7% | $1,577.93万 | 加仓 |