Beacon Wealthcare LLC
RALEIGH NC · SEC CIK 0001849336
$2.84亿2026Q1 申报市值
26持仓数
97.4%前十大占比 · 第一大 51.1%
2 / 0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
SCHR 加仓+$158.84万
BIL 加仓+$132.37万
IEF 加仓+$71.68万
SPY 加仓+$55.67万
VTEB 加仓+$42.63万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$439.28万
SCHF 减仓-$59.74万
SCHB 减仓-$32.15万
AAPL 减仓-$8,883
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 |
|---|---|---|---|---|---|---|---|---|
| SCHX | Schwab Stratgc Tr | $20.17万 | 0.07% | 7,866 | 0 | 0.0% | — | 不变 |
| DUK | Duke Energy | $23.01万 | 0.08% | 1,757 | 1,757 | — | $23.01万 | 新建仓 |
| VB | Vanguard Indx Fd | $23.23万 | 0.08% | 887 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Tr | $24.53万 | 0.09% | 425 | 0 | 0.0% | — | 不变 |
| EFA | iShs MSCI EAFE | $24.85万 | 0.09% | 2,558 | 2,558 | — | $24.85万 | 新建仓 |
| OMFL | Invesco Rusl 1000 | $25.31万 | 0.09% | 4,210 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Info Tech | $26.02万 | 0.09% | 373 | 0 | 0.0% | — | 不变 |
| QUAL | iShs MSCI USA | $30.33万 | 0.11% | 1,581 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil | $34.32万 | 0.12% | 2,023 | 0 | 0.0% | — | 不变 |
| VV | Vanguard Inx Lrg | $43.18万 | 0.15% | 1,445 | 0 | 0.0% | — | 不变 |
| IVV | iShs Core S&P | $43.24万 | 0.15% | 662 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft | $49.23万 | 0.17% | 1,330 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Indx Fd | $50.23万 | 0.18% | 1,150 | 0 | 0.0% | — | 不变 |
| BND | Vanguard Bd Inx | $65.13万 | 0.23% | 8,845 | 1 | 0.0% | $74 | 加仓 |
| VOO | Vanguard Indx | $107.50万 | 0.38% | 1,799 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 | $144.51万 | 0.51% | 2,222 | 856 | 62.7% | $55.67万 | 加仓 |
| AAPL | Apple | $146.69万 | 0.52% | 5,780 | -35 | -0.6% | -$8,883 | 减仓 |
| BIL | SPDR Brcy1-3 Ser | $376.07万 | 1.33% | 41,038 | 14,445 | 54.3% | $132.37万 | 加仓 |
| SCHF | Schwab Intl Equity | $425.79万 | 1.50% | 172,034 | -24,137 | -12.3% | -$59.74万 | 减仓 |
| VTEB | Vanguard Tx Ex Bd | $814.11万 | 2.87% | 163,181 | 8,545 | 5.5% | $42.63万 | 加仓 |
| SHY | iShs Lehman 1-3Tsy | $854.76万 | 3.01% | 103,519 | 2,323 | 2.3% | $19.18万 | 加仓 |
| SCHB | Schwb US Broad | $1,091.67万 | 3.85% | 434,927 | -12,810 | -2.9% | -$32.15万 | 减仓 |
| VEU | Vanguard FTSE All | $1,968.78万 | 6.94% | 262,154 | 1,229 | 0.5% | $9.23万 | 加仓 |
| SCHR | Schwab Inter Tsy | $3,510.84万 | 12.38% | 1,409,411 | 63,766 | 4.7% | $158.84万 | 加仓 |
| IEF | iShs 7-10 ys Tsy | $3,941.56万 | 13.90% | 412,988 | 7,510 | 1.9% | $71.68万 | 加仓 |
| VTI | Vanguard Ttl Stk | $1.45亿 | 51.10% | 451,671 | -13,693 | -2.9% | -$439.28万 | 减仓 |