Beacon Capital Management, LLC
FRANKLIN TN · SEC CIK 0001921487
$5.67亿2026Q1 申报市值
166持仓数
71.1%前十大占比 · 第一大 19.1%
19 / 11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
CORO 新建仓+$294.26万
IVE 加仓+$290.07万
DYNF 新建仓+$272.17万
IVW 加仓+$233.98万
QUAL 新建仓+$210.38万
2026Q1 卖出最多 按季末市值估算
SPY 减仓-$1,593.60万
BILZ 减仓-$1,105.63万
VTI 减仓-$863.52万
QQQ 减仓-$803.09万
MGK 减仓-$766.59万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S P 500 ETF T | $1.09亿 | 19.15% | 166,854 | -24,504 | -12.8% | -$1,593.60万 | 减仓 |
| QQQ | INVESCO QQQ TR | $5,706.97万 | 10.07% | 98,877 | -13,914 | -12.3% | -$803.09万 | 减仓 |
| MGK | VANGUARD WORLD FD | $4,973.76万 | 8.78% | 135,363 | -20,863 | -13.4% | -$766.59万 | 减仓 |
| BILZ | PIMCO ETF TR | $4,913.87万 | 8.67% | 486,666 | -109,501 | -18.4% | -$1,105.63万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $4,856.45万 | 8.57% | 151,381 | -26,917 | -15.1% | -$863.52万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $3,037.34万 | 5.36% | 69,538 | -10,869 | -13.5% | -$474.74万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $1,625.90万 | 2.87% | 35,102 | -7,237 | -17.1% | -$335.21万 | 减仓 |
| VGT | VANGUARD WORLD FD | $1,473.37万 | 2.60% | 21,117 | -3,325 | -13.6% | -$231.99万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $1,449.33万 | 2.56% | 71,119 | -8,824 | -11.0% | -$179.82万 | 减仓 |
| AAPL | APPLE INC | $1,417.20万 | 2.50% | 55,842 | 3,071 | 5.8% | $77.94万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,358.48万 | 2.40% | 77,895 | 4,963 | 6.8% | $86.55万 | 加仓 |
| VV | VANGUARD INDEX FDS | $743.12万 | 1.31% | 24,866 | -3,224 | -11.5% | -$96.35万 | 减仓 |
| AMZN | AMAZON COM INC | $714.36万 | 1.26% | 34,299 | -2,491 | -6.8% | -$51.88万 | 减仓 |
| IVW | ISHARES TR | $464.81万 | 0.82% | 41,094 | 20,686 | 101.4% | $233.98万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $420.32万 | 0.74% | 7,034 | -940 | -11.8% | -$56.17万 | 减仓 |
| MSFT | MICROSOFT CORP | $388.34万 | 0.69% | 10,491 | 223 | 2.2% | $8.25万 | 加仓 |
| TSLA | TESLA INC | $356.62万 | 0.63% | 9,593 | -518 | -5.1% | -$19.26万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $356.04万 | 0.63% | 136,308 | -3,882 | -2.8% | -$10.14万 | 减仓 |
| GOOGL | ALPHABET INC | $339.46万 | 0.60% | 11,805 | -296 | -2.4% | -$8.51万 | 减仓 |
| PG | PROCTER GAMBLE CO | $313.00万 | 0.55% | 21,670 | 37 | 0.2% | $5,344 | 加仓 |
| IVE | ISHARES TR | $310.42万 | 0.55% | 14,701 | 13,737 | 1,425.0% | $290.07万 | 加仓 |
| CORO | BLACKROCK ETF TRUST | $294.26万 | 0.52% | 91,519 | 91,519 | — | $294.26万 | 新建仓 |
| IVV | ISHARES TR | $274.63万 | 0.48% | 4,204 | 701 | 20.0% | $45.79万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $272.17万 | 0.48% | 46,781 | 46,781 | — | $272.17万 | 新建仓 |
| CTA | SIMPLIFY EXCHANGE TRADED FUN | $240.32万 | 0.42% | 79,524 | -48,771 | -38.0% | -$147.39万 | 减仓 |
| SGOV | ISHARES TR | $238.95万 | 0.42% | 23,739 | -3,351 | -12.4% | -$33.73万 | 减仓 |
| BUCK | SIMPLIFY EXCHANGE TRADED FUN | $236.27万 | 0.42% | 100,518 | -56,942 | -36.2% | -$133.84万 | 减仓 |
| QUAL | ISHARES TR | $210.38万 | 0.37% | 10,968 | 10,968 | — | $210.38万 | 新建仓 |
| GOOG | ALPHABET INC | $209.45万 | 0.37% | 7,301 | -563 | -7.2% | -$16.15万 | 减仓 |
| WMT | WALMART INC | $207.56万 | 0.37% | 16,701 | -1,131 | -6.3% | -$14.06万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $203.44万 | 0.36% | 82,197 | 44,907 | 120.4% | $111.14万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $192.66万 | 0.34% | 22,366 | 22,366 | — | $192.66万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $180.99万 | 0.32% | 1,816 | -70 | -3.7% | -$6.98万 | 减仓 |
| CVX | CHEVRON CORPORATION | $171.34万 | 0.30% | 8,281 | 50 | 0.6% | $1.03万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $171.28万 | 0.30% | 3,619 | -174 | -4.6% | -$8.24万 | 减仓 |
| LLY | ELI LILLY CO | $170.91万 | 0.30% | 1,858 | 15 | 0.8% | $1.38万 | 加仓 |
| FOXY | SIMPLIFY EXCHANGE TRADED FUN | $163.76万 | 0.29% | 56,005 | -4,057 | -6.8% | -$11.86万 | 减仓 |
| SBAR | SIMPLIFY EXCHANGE TRADED FUN | $159.28万 | 0.28% | 64,905 | -1,974 | -3.0% | -$4.84万 | 减仓 |
| MTUM | ISHARES TR | $152.41万 | 0.27% | 6,351 | 6,351 | — | $152.41万 | 新建仓 |
| AGGH | SIMPLIFY EXCHANGE TRADED FUN | $152.33万 | 0.27% | 74,857 | -35,578 | -32.2% | -$72.40万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $152.09万 | 0.27% | 9,158 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $147.73万 | 0.26% | 2,582 | -197 | -7.1% | -$11.27万 | 减仓 |
| GLD | SPDR GOLD TR | $144.81万 | 0.26% | 3,365 | 172 | 5.4% | $7.40万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $144.62万 | 0.26% | 14,771 | 5,597 | 61.0% | $54.80万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $142.74万 | 0.25% | 2,979 | -274 | -8.4% | -$13.13万 | 减仓 |
| IEMG | ISHARES INC | $141.52万 | 0.25% | 20,289 | 15,943 | 366.8% | $111.20万 | 加仓 |
| JNJ | JOHNSON JOHNSON | $141.46万 | 0.25% | 5,787 | -15 | -0.3% | -$3,667 | 减仓 |
| AVGO | BROADCOM INC | $136.11万 | 0.24% | 4,398 | 22 | 0.5% | $6,809 | 加仓 |
| — | EXXON MOBIL CORP | $121.25万 | 0.21% | 7,147 | -114 | -1.6% | -$1.93万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $113.89万 | 0.20% | 5,296 | -993 | -15.8% | -$21.35万 | 减仓 |
| SLV | ISHARES SILVER TR | $113.00万 | 0.20% | 16,583 | 7,623 | 85.1% | $51.94万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $111.19万 | 0.20% | 30,698 | 30,698 | — | $111.19万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $110.57万 | 0.20% | 33,558 | 33,558 | — | $110.57万 | 新建仓 |
| SPYM | SPDR SERIES TRUST | $108.95万 | 0.19% | 14,235 | 11,178 | 365.7% | $85.55万 | 重新持有 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $108.52万 | 0.19% | 70,742 | -42,792 | -37.7% | -$65.64万 | 减仓 |
| IEFA | ISHARES TR | $107.30万 | 0.19% | 11,853 | 1,039 | 9.6% | $9.41万 | 加仓 |
| IWF | ISHARES TR | $102.39万 | 0.18% | 2,401 | 52 | 2.2% | $2.22万 | 加仓 |
| PPLT | ABRDN PLATINUM ETF TRUST | $100.99万 | 0.18% | 5,666 | 3,756 | 196.6% | $66.94万 | 加仓 |
| SHLD | GLOBAL X FDS | $91.85万 | 0.16% | 12,966 | 12,966 | — | $91.85万 | 新建仓 |
| MPC | MARATHON PETE CORP | $87.17万 | 0.15% | 3,570 | 2 | 0.1% | $488 | 加仓 |
| SCHB | SCHWAB STRATEGIC TR | $83.34万 | 0.15% | 33,205 | 4 | 0.0% | $100 | 加仓 |
| JPM | JPMORGAN CHASE CO | $80.24万 | 0.14% | 2,728 | -256 | -8.6% | -$7.53万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $75.20万 | 0.13% | 13,290 | 6,447 | 94.2% | $36.48万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $74.96万 | 0.13% | 3,685 | 231 | 6.7% | $4.70万 | 加仓 |
| NFLX | NETFLIX INC | $74.28万 | 0.13% | 7,725 | 654 | 9.2% | $6.29万 | 加仓 |
| PYLD | PIMCO ETF TR | $74.25万 | 0.13% | 28,339 | 16,085 | 131.3% | $42.14万 | 加仓 |
| MSTR | STRATEGY INC | $70.91万 | 0.13% | 5,682 | 461 | 8.8% | $5.75万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $68.22万 | 0.12% | 16,616 | 16,616 | — | $68.22万 | 新建仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $67.42万 | 0.12% | 22,266 | -18,715 | -45.7% | -$56.67万 | 减仓 |
| DBB | INVESCO DB MULTI SECTOR COMM | $67.40万 | 0.12% | 28,683 | 10,834 | 60.7% | $25.46万 | 加仓 |
| VO | VANGUARD INDEX FDS | $65.69万 | 0.12% | 2,288 | -164 | -6.7% | -$4.71万 | 减仓 |
| CMI | CUMMINS INC | $63.05万 | 0.11% | 1,172 | -126 | -9.7% | -$6.78万 | 减仓 |
| SHEL | SHELL PLC | $61.99万 | 0.11% | 6,665 | 49 | 0.7% | $4,557 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $61.68万 | 0.11% | 20,106 | -2,705 | -11.9% | -$8.30万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $61.66万 | 0.11% | 7,996 | 2,983 | 59.5% | $23.00万 | 加仓 |
| ORCL | ORACLE CORP | $60.57万 | 0.11% | 4,117 | -245 | -5.6% | -$3.60万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $59.56万 | 0.11% | 2,457 | -214 | -8.0% | -$5.19万 | 减仓 |
| HD | HOME DEPOT INC | $59.04万 | 0.10% | 1,795 | 12 | 0.7% | $3,947 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $58.17万 | 0.10% | 20,002 | 134 | 0.7% | $3,897 | 加仓 |
| VTV | VANGUARD INDEX FDS | $57.39万 | 0.10% | 2,925 | -75 | -2.5% | -$1.47万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $56.16万 | 0.10% | 4,225 | -421 | -9.1% | -$5.60万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $56.08万 | 0.10% | 4,283 | 108 | 2.6% | $1.41万 | 加仓 |
| AGG | ISHARES TR | $55.31万 | 0.10% | 5,572 | 1,649 | 42.0% | $16.37万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $55.04万 | 0.10% | 3,329 | -7 | -0.2% | -$1,157 | 减仓 |
| — | SIMPLIFY EXCHANGE TRADED FUN | $54.54万 | 0.10% | 21,066 | -11,686 | -35.7% | -$30.25万 | 减仓 |
| T | AT T INC | $53.93万 | 0.10% | 18,603 | -348 | -1.8% | -$1.01万 | 减仓 |
| ABBV | ABBVIE INC | $53.49万 | 0.09% | 2,459 | -17 | -0.7% | -$3,698 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $52.65万 | 0.09% | 2,655 | -12 | -0.4% | -$2,380 | 减仓 |
| BOND | PIMCO ETF TR | $51.82万 | 0.09% | 5,615 | 2,911 | 107.7% | $26.86万 | 加仓 |
| AFL | AFLAC INC | $51.65万 | 0.09% | 4,708 | -78 | -1.6% | -$8,557 | 减仓 |
| MRK | MERCK CO INC | $50.97万 | 0.09% | 4,237 | 37 | 0.9% | $4,451 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $50.10万 | 0.09% | 10,624 | -2,491 | -19.0% | -$11.75万 | 减仓 |
| IWM | ISHARES TR | $50.06万 | 0.09% | 2,018 | 356 | 21.4% | $8.83万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $47.36万 | 0.08% | 3,238 | 41 | 1.3% | $5,997 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $47.32万 | 0.08% | 1,401 | -9 | -0.6% | -$3,040 | 减仓 |
| CAT | CATERPILLAR INC | $47.08万 | 0.08% | 665 | 1 | 0.2% | $708 | 加仓 |
| VFH | VANGUARD WORLD FD | $46.37万 | 0.08% | 3,838 | -272 | -6.6% | -$3.29万 | 减仓 |
| LOW | LOWES COS INC | $46.32万 | 0.08% | 1,960 | -9 | -0.5% | -$2,127 | 减仓 |
| MO | ALTRIA GROUP INC | $45.14万 | 0.08% | 6,841 | 104 | 1.5% | $6,862 | 加仓 |
| VMC | VULCAN MATLS CO | $44.31万 | 0.08% | 1,627 | 0 | 0.0% | — | 不变 |