Beacon Wealthcare LLC
RALEIGH NC · SEC CIK 0001849336
$3.12亿2026Q2 申报市值
26持仓数
97.4%前十大占比 · 第一大 53.3%
0 / 0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
VTEB 加仓+$86.90万
SCHR 加仓+$69.57万
IEF 加仓+$65.73万
BIL 加仓+$31.47万
SHY 加仓+$18.30万
2026Q2 卖出最多 按季末市值估算
VTI 减仓-$77.56万
SCHB 减仓-$43.40万
VEU 减仓-$5.42万
SCHF 减仓-$2.40万
BND 减仓-$2,276
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 |
|---|---|---|---|---|---|---|---|---|
| DUK | Duke Energy | $22.25万 | 0.07% | 1,757 | 0 | 0.0% | — | 不变 |
| SCHX | Schwab Stratgc Tr | $23.15万 | 0.07% | 7,866 | 0 | 0.0% | — | 不变 |
| EFA | iShs MSCI EAFE | $26.57万 | 0.09% | 2,558 | 0 | 0.0% | — | 不变 |
| VB | Vanguard Indx Fd | $26.89万 | 0.09% | 887 | 0 | 0.0% | — | 不变 |
| — | Exxon Mobil | $28.42万 | 0.09% | 2,079 | 56 | 2.8% | $7,656 | 加仓 |
| OMFL | Invesco Rusl 1000 | $28.86万 | 0.09% | 4,210 | 0 | 0.0% | — | 不变 |
| QQQ | Invesco QQQ Tr | $31.30万 | 0.10% | 425 | 0 | 0.0% | — | 不变 |
| QUAL | iShs MSCI USA | $34.69万 | 0.11% | 1,581 | 0 | 0.0% | — | 不变 |
| VGT | Vanguard Info Tech | $35.66万 | 0.11% | 2,984 | 0 | 0.0% | — | 不变 |
| IVV | iShs Core S&P | $49.58万 | 0.16% | 662 | 0 | 0.0% | — | 不变 |
| VV | Vanguard Inx Lrg | $49.70万 | 0.16% | 1,445 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft | $49.95万 | 0.16% | 1,339 | 9 | 0.7% | $3,357 | 加仓 |
| VUG | Vanguard Indx Fd | $59.44万 | 0.19% | 6,900 | 0 | 0.0% | — | 不变 |
| BND | Vanguard Bd Inx | $64.70万 | 0.21% | 8,814 | -31 | -0.4% | -$2,276 | 减仓 |
| VOO | Vanguard Indx | $123.56万 | 0.40% | 1,799 | 0 | 0.0% | — | 不变 |
| SPY | SPDR S&P 500 | $165.93万 | 0.53% | 2,222 | 0 | 0.0% | — | 不变 |
| AAPL | Apple | $167.25万 | 0.54% | 5,780 | 0 | 0.0% | — | 不变 |
| BIL | SPDR Brcy1-3 Ser | $407.54万 | 1.31% | 44,472 | 3,434 | 8.4% | $31.47万 | 加仓 |
| SCHF | Schwab Intl Equity | $474.13万 | 1.52% | 171,168 | -866 | -0.5% | -$2.40万 | 减仓 |
| SHY | iShs Lehman 1-3Tsy | $868.30万 | 2.78% | 105,748 | 2,229 | 2.2% | $18.30万 | 加仓 |
| VTEB | Vanguard Tx Ex Bd | $912.27万 | 2.92% | 180,362 | 17,181 | 10.5% | $86.90万 | 加仓 |
| SCHB | Schwb US Broad | $1,216.15万 | 3.90% | 419,941 | -14,986 | -3.4% | -$43.40万 | 减仓 |
| VEU | Vanguard FTSE All | $2,190.12万 | 7.02% | 261,507 | -647 | -0.2% | -$5.42万 | 减仓 |
| SCHR | Schwab Inter Tsy | $3,545.17万 | 11.36% | 1,437,622 | 28,211 | 2.0% | $69.57万 | 加仓 |
| IEF | iShs 7-10 ys Tsy | $3,971.35万 | 12.73% | 419,938 | 6,950 | 1.7% | $65.73万 | 加仓 |
| VTI | Vanguard Ttl Stk | $1.66亿 | 53.31% | 449,575 | -2,096 | -0.5% | -$77.56万 | 减仓 |