Beacon Bank & Trust
Boston MA · SEC CIK 0001831984
$4.88亿2026Q1 申报市值
157持仓数
47.6%前十大占比 · 第一大 8.7%
7 / 9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
VYM 新建仓+$1,144.69万
VGIT 加仓+$444.78万
CSMD 加仓+$237.86万
IJH 加仓+$173.51万
JPIE 加仓+$101.10万
2026Q1 卖出最多 按季末市值估算
VIG 减仓-$264.01万
SPY 减仓-$238.35万
IEI 减仓-$204.16万
JPST 减仓-$158.85万
AAPL 减仓-$107.66万
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 |
|---|---|---|---|---|---|---|---|---|
| IJR | ISHARES TR | $56.62万 | 0.12% | 4,555 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $53.66万 | 0.11% | 3,850 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $52.38万 | 0.11% | 1,409 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODUCTS AND CHEMICALS I | $51.36万 | 0.11% | 1,768 | 0 | 0.0% | — | 不变 |
| TDIV | FIRST TR EXCHANGE TRADED FD | $48.01万 | 0.10% | 5,126 | 496 | 10.7% | $4.65万 | 加仓 |
| NVS | NOVARTIS AG | $46.73万 | 0.10% | 3,059 | 385 | 14.4% | $5.88万 | 加仓 |
| PFE | PFIZER INC | $46.48万 | 0.10% | 16,551 | 1,602 | 10.7% | $4.50万 | 加仓 |
| SO | SOUTHERN CO | $46.37万 | 0.10% | 4,804 | 1,961 | 69.0% | $18.93万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $46.20万 | 0.09% | 2,882 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $45.15万 | 0.09% | 1,965 | -49 | -2.4% | -$1.13万 | 减仓 |
| NULG | NUSHARES ETF TR | $45.09万 | 0.09% | 4,958 | -352 | -6.6% | -$3.20万 | 减仓 |
| COP | CONOCOPHILLIPS | $44.73万 | 0.09% | 3,389 | -24 | -0.7% | -$3,168 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $44.04万 | 0.09% | 919 | -100 | -9.8% | -$4.79万 | 减仓 |
| RY | ROYAL BK CDA | $43.92万 | 0.09% | 2,715 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $43.71万 | 0.09% | 3,394 | -233 | -6.4% | -$3.00万 | 减仓 |
| IWF | ISHARES TR | $43.36万 | 0.09% | 1,017 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $42.65万 | 0.09% | 5,663 | -507 | -8.2% | -$3.82万 | 减仓 |
| FAST | FASTENAL CO | $39.83万 | 0.08% | 8,585 | -138 | -1.6% | -$6,403 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $38.31万 | 0.08% | 4,733 | -145 | -3.0% | -$1.17万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $38.21万 | 0.08% | 1,836 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS CO | $37.41万 | 0.08% | 1,167 | -193 | -14.2% | -$6.19万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $36.33万 | 0.07% | 5,930 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $36.21万 | 0.07% | 1,029 | 0 | 0.0% | — | 不变 |
| RAAX | VANECK ETF TRUST | $35.64万 | 0.07% | 8,755 | 8,755 | — | $35.64万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $34.85万 | 0.07% | 4,396 | -482 | -9.9% | -$3.82万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $34.17万 | 0.07% | 1,873 | -77 | -3.9% | -$1.40万 | 减仓 |
| CME | CME GROUP INC | $33.79万 | 0.07% | 1,144 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $32.69万 | 0.07% | 1,318 | 136 | 11.5% | $3.37万 | 加仓 |
| EEM | ISHARES TR | $32.48万 | 0.07% | 5,719 | -76 | -1.3% | -$4,316 | 减仓 |
| XYL | XYLEM INC | $31.66万 | 0.06% | 2,649 | -149 | -5.3% | -$1.78万 | 减仓 |
| BBT | BEACON FINANCIAL CORP. | $31.02万 | 0.06% | 10,340 | 2,500 | 31.9% | $7.50万 | 加仓 |
| KO | COCA COLA CO | $30.76万 | 0.06% | 4,045 | 4,045 | — | $30.76万 | 新建仓 |
| HSY | HERSHEY CO | $30.68万 | 0.06% | 1,476 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $30.34万 | 0.06% | 3,501 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $30.16万 | 0.06% | 5,979 | 5,979 | — | $30.16万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $29.39万 | 0.06% | 870 | 0 | 0.0% | — | 不变 |
| IXUS | ISHARES TR | $28.03万 | 0.06% | 3,235 | -144 | -4.3% | -$1.25万 | 减仓 |
| T | AT&T INC | $27.69万 | 0.06% | 9,553 | -1,590 | -14.3% | -$4.61万 | 减仓 |
| PAYX | PAYCHEX INC | $27.35万 | 0.06% | 2,969 | -559 | -15.8% | -$5.15万 | 减仓 |
| GLD | SPDR GOLD TR | $27.28万 | 0.06% | 634 | -100 | -13.6% | -$4.30万 | 减仓 |
| GPC | GENUINE PARTS CO | $27.21万 | 0.06% | 2,573 | -152 | -5.6% | -$1.61万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $26.27万 | 0.05% | 385 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $25.72万 | 0.05% | 492 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $25.04万 | 0.05% | 11,142 | -355 | -3.1% | -$7,977 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $24.42万 | 0.05% | 4,026 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $24.36万 | 0.05% | 1,677 | -15 | -0.9% | -$2,178 | 减仓 |
| SNY | SANOFI SA | $24.03万 | 0.05% | 4,987 | -318 | -6.0% | -$1.53万 | 减仓 |
| PLD | PROLOGIS INC. | $23.98万 | 0.05% | 1,814 | -6 | -0.3% | -$793 | 减仓 |
| TGT | TARGET CORP | $22.82万 | 0.05% | 1,883 | -1,267 | -40.2% | -$15.36万 | 重新持有 |
| IWD | ISHARES TR | $21.84万 | 0.04% | 1,022 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA INC | $20.97万 | 0.04% | 1,150 | -50 | -4.2% | -$9,116 | 减仓 |
| ES | EVERSOURCE ENERGY | $20.84万 | 0.04% | 3,008 | -602 | -16.7% | -$4.17万 | 减仓 |
| PWR | QUANTA SVCS INC | $20.37万 | 0.04% | 371 | 371 | — | $20.37万 | 新建仓 |
| CVS | CVS HEALTH CORP | $20.09万 | 0.04% | 2,797 | 2,797 | — | $20.09万 | 新建仓 |
| — | AEYE INC | $1,363 | 0.00% | 35,500 | 0 | 0.0% | — | 不变 |
| — | BRILLIANT TECH CORP | $2 | 0.00% | 20,000 | 0 | 0.0% | — | 不变 |
| SHV | ISHARES TR | $0 | 0.00% | 0 | -3,875 | -100.0% | -$42.68万 | 清仓 |
| EMR | EMERSON ELEC CO | $0 | 0.00% | 0 | -2,499 | -100.0% | -$33.17万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -3,280 | -100.0% | -$30.75万 | 清仓 |
| IGIB | ISHARES TR | $0 | 0.00% | 0 | -4,867 | -100.0% | -$26.22万 | 清仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -368 | -100.0% | -$24.38万 | 清仓 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | -43 | -100.0% | -$23.03万 | 清仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $0 | 0.00% | 0 | -4,366 | -100.0% | -$21.68万 | 清仓 |
| QQEW | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -1,302 | -100.0% | -$20.07万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -11,896 | -100.0% | -$18.86万 | 清仓 |
| — | KINERJAPAY CORP | $0 | 0.00% | 595,000 | 0 | 0.0% | — | 不变 |