Beaumont Financial Advisors, LLC
NEEDHAM MA · SEC CIK 0001957394
$15.71亿2026Q2 申报市值
383持仓数
31.5%前十大占比 · 第一大 4.8%
32 / 21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
ISHARES IBONDS 1 加仓+$2,330.96万
FFLC 新建仓+$2,188.67万
VISTASHARES ELEC 加仓+$1,233.82万
XNTK 新建仓+$1,184.01万
AIRR 新建仓+$1,088.28万
2026Q2 卖出最多 按季末市值估算
SGOV 减仓-$3,605.13万
LOW 减仓-$1,855.22万
CTA 清仓-$1,514.04万
HAP 清仓-$946.65万
GCOW 清仓-$891.14万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | $0 | 0.00% | 0 | -501,007 | -100.0% | -$1,514.04万 | 清仓 |
| HAP | VANECK NATURAL RESOURCES ETF | $0 | 0.00% | 0 | -130,627 | -100.0% | -$946.65万 | 清仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $0 | 0.00% | 0 | -192,721 | -100.0% | -$891.14万 | 清仓 |
| — | CAMBRIA TAIL RISK ETF | $0 | 0.00% | 0 | -710,791 | -100.0% | -$832.34万 | 清仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $0 | 0.00% | 0 | -228,745 | -100.0% | -$748.45万 | 清仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $0 | 0.00% | 0 | -77,062 | -100.0% | -$714.29万 | 清仓 |
| G | GENPACT LIMITED SHS | $0 | 0.00% | 0 | -97,358 | -100.0% | -$362.66万 | 清仓 |
| — | EXXON MOBIL CORP COM | $0 | 0.00% | 0 | -16,970 | -100.0% | -$287.92万 | 清仓 |
| TBUX | T. ROWE PRICE ULTRA SHORT-TERM BOND ETF | $0 | 0.00% | 0 | -38,869 | -100.0% | -$193.37万 | 清仓 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $0 | 0.00% | 0 | -24,380 | -100.0% | -$166.08万 | 清仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $0 | 0.00% | 0 | -3,935 | -100.0% | -$32.56万 | 清仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $0 | 0.00% | 0 | -15,456 | -100.0% | -$30.70万 | 清仓 |
| SIL | GLOBAL X SILVER MINERS ETF | $0 | 0.00% | 0 | -2,643 | -100.0% | -$23.81万 | 清仓 |
| RISR | FOLIOBEYOND ALTERNATIVE INCOME AND INTEREST RATE HEDGE ETF | $0 | 0.00% | 0 | -6,561 | -100.0% | -$23.76万 | 清仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $0 | 0.00% | 0 | -3,605 | -100.0% | -$22.62万 | 清仓 |
| ISTB | ISHARES CORE 1-5 YEAR USD BOND ETF | $0 | 0.00% | 0 | -4,550 | -100.0% | -$22.05万 | 清仓 |
| INTU | INTUIT COM | $0 | 0.00% | 0 | -491 | -100.0% | -$21.24万 | 清仓 |
| OKE | ONEOK INC NEW COM | $0 | 0.00% | 0 | -2,314 | -100.0% | -$20.91万 | 清仓 |
| MTUM | ISHARES MSCI USA MOMENTUM FACTOR ETF | $0 | 0.00% | 0 | -865 | -100.0% | -$20.75万 | 清仓 |
| — | U.S. GLOBAL GO GOLD AND PRECIOUS METAL MINERS ETF | $0 | 0.00% | 0 | -4,541 | -100.0% | -$20.14万 | 清仓 |
| — | DIMENSIONAL U.S. CORE EQUITY 2 ETF | $0 | 0.00% | 0 | -5,167 | -100.0% | -$20.08万 | 清仓 |
| — | FURY GOLD MINES LIMITED COM | $6,479 | 0.00% | 12,000 | 0 | 0.0% | — | 不变 |
| DNN | DENISON MINES CORP COM | $3.27万 | 0.00% | 10,700 | 0 | 0.0% | — | 不变 |
| — | PENNANTPARK INVT CORP COM | $10.41万 | 0.01% | 29,991 | 1,595 | 5.6% | $5,535 | 加仓 |
| UGP | ULTRAPAR PARTICIPACOES SA SP ADR REP COM | $10.47万 | 0.01% | 20,863 | 0 | 0.0% | — | 不变 |
| CGBD | CARLYLE SECURED LENDING INC COM | $10.92万 | 0.01% | 10,373 | 343 | 3.4% | $3,612 | 加仓 |
| CCAP | CRESCENT CAP BDC INC COM | $11.81万 | 0.01% | 10,814 | 366 | 3.5% | $3,997 | 加仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | $12.58万 | 0.01% | 11,573 | 367 | 3.3% | $3,989 | 加仓 |
| BBDC | BARINGS BDC INC COM | $15.97万 | 0.01% | 18,746 | 561 | 3.1% | $4,780 | 加仓 |
| GBDC | GOLUB CAP BDC INC COM | $19.61万 | 0.01% | 15,222 | -1,585 | -9.4% | -$2.04万 | 减仓 |
| KVUE | KENVUE INC COM | $19.81万 | 0.01% | 10,367 | 56 | 0.5% | $1,070 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD COM | $20.12万 | 0.01% | 1,297 | 0 | 0.0% | — | 不变 |
| VTIP | VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF | $20.29万 | 0.01% | 4,040 | 4,040 | — | $20.29万 | 新建仓 |
| MOO | VANECK AGRIBUSINESS ETF | $20.35万 | 0.01% | 2,569 | 2,569 | — | $20.35万 | 新建仓 |
| EEM | ISHARES MSCI EMERGING MARKETS ETF | $20.36万 | 0.01% | 2,976 | 2,976 | — | $20.36万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $20.43万 | 0.01% | 4,824 | -138 | -2.8% | -$5,843 | 减仓 |
| — | BNY MELLON ENHANCED DIVIDEND AND INCOME ETF | $20.43万 | 0.01% | 7,043 | 7,043 | — | $20.43万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $20.47万 | 0.01% | 412 | -98 | -19.2% | -$4.87万 | 减仓 |
| BSCQ | INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $20.48万 | 0.01% | 10,487 | -426 | -3.9% | -$8,318 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION CL A COM STK | $20.54万 | 0.01% | 1,845 | 90 | 5.1% | $1.00万 | 重新持有 |
| SLYV | STATE STREET SPDR S&P 600 SMALL CAP VALUE ETF | $20.69万 | 0.01% | 1,896 | 1,896 | — | $20.69万 | 新建仓 |
| XEXGX | EATON VANCE TAX-MANAGED GLOBAL COM | $20.86万 | 0.01% | 21,260 | 0 | 0.0% | — | 不变 |
| BKNG | BOOKING HOLDINGS INC COM | $21.00万 | 0.01% | 1,178 | -172 | -12.7% | -$3.07万 | 减仓 |
| IWM | ISHARES RUSSELL 2000 ETF | $21.08万 | 0.01% | 701 | -361 | -34.0% | -$10.85万 | 减仓 |
| SPYG | STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF | $21.09万 | 0.01% | 1,772 | 1,772 | — | $21.09万 | 新建仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $21.10万 | 0.01% | 2,600 | 24 | 0.9% | $1,948 | 加仓 |
| TPL | TEXAS PACIFIC LAND CORPORATION COM | $21.18万 | 0.01% | 484 | -3 | -0.6% | -$1,313 | 减仓 |
| GRID | FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX | $21.27万 | 0.01% | 1,109 | 1,109 | — | $21.27万 | 新建仓 |
| ARCC | ARES CAPITAL CORP COM | $21.29万 | 0.01% | 11,489 | -1,051 | -8.4% | -$1.95万 | 减仓 |
| CAIE | CALAMOS AUTOCALLABLE INCOME ETF | $21.31万 | 0.01% | 7,830 | 7,830 | — | $21.31万 | 新建仓 |
| NVG | NUVEEN AMT FREE MUN CR INC FD COM | $21.32万 | 0.01% | 16,653 | 0 | 0.0% | — | 不变 |
| VGK | VANGUARD FTSE EUROPE ETF | $21.81万 | 0.01% | 2,463 | 2 | 0.1% | $177 | 加仓 |
| HTGC | HERCULES CAPITAL INC COM | $22.15万 | 0.01% | 14,047 | 808 | 6.1% | $1.27万 | 加仓 |
| SLYG | STATE STREET SPDR S&P 600 SMALL CAP GROWTH ETF | $22.24万 | 0.01% | 1,867 | 1,867 | — | $22.24万 | 新建仓 |
| GILD | GILEAD SCIENCES INC COM | $22.25万 | 0.01% | 1,761 | 74 | 4.4% | $9,352 | 加仓 |
| URNM | SPROTT URANIUM MINERS ETF | $22.34万 | 0.01% | 4,249 | -182 | -4.1% | -$9,571 | 减仓 |
| DASH | DOORDASH INC CL A | $22.40万 | 0.01% | 1,214 | 49 | 4.2% | $9,042 | 重新持有 |
| SHY | ISHARES 1-3 YEAR TREASURY BOND ETF | $22.42万 | 0.01% | 2,731 | 2,731 | — | $22.42万 | 新建仓 |
| — | SONO TEK CORP COM | $22.44万 | 0.01% | 36,671 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $22.57万 | 0.01% | 2,700 | 2,700 | — | $22.57万 | 新建仓 |
| MGV | VANGUARD MEGA CAP VALUE ETF | $22.61万 | 0.01% | 1,383 | 2 | 0.1% | $327 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $22.64万 | 0.01% | 3,138 | -41 | -1.3% | -$2,959 | 减仓 |
| BSCR | INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $23.11万 | 0.01% | 11,782 | -419 | -3.4% | -$8,218 | 减仓 |
| JSCP | JPMORGAN SHORT DURATION CORE PLUS ETF | $23.61万 | 0.02% | 5,007 | -134 | -2.6% | -$6,318 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $23.94万 | 0.02% | 702 | 702 | — | $23.94万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $24.02万 | 0.02% | 604 | -59 | -8.9% | -$2.35万 | 减仓 |
| — | CALAMOS AUTOCALLABLE GROWTH ETF | $24.02万 | 0.02% | 8,669 | 8,669 | — | $24.02万 | 新建仓 |
| — | NUVEEN ENHANCED YIELD U.S. AGGREGATE BOND ETF | $24.32万 | 0.02% | 11,567 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD TOTAL WORLD STOCK ETF | $24.47万 | 0.02% | 1,559 | 69 | 4.6% | $1.08万 | 加仓 |
| URA | GLOBAL X URANIUM ETF | $24.89万 | 0.02% | 5,695 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD SMALL CAP VALUE ETF | $25.27万 | 0.02% | 1,040 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $25.50万 | 0.02% | 2,186 | -653 | -23.0% | -$7.62万 | 减仓 |
| IYJ | ISHARES U.S. INDUSTRIALS ETF | $25.56万 | 0.02% | 1,534 | 0 | 0.0% | — | 不变 |
| ISCF | ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF | $25.79万 | 0.02% | 5,957 | -131 | -2.2% | -$5,671 | 减仓 |
| — | ALPS DISRUPTIVE TECHNOLOGIES ETF | $25.85万 | 0.02% | 5,369 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW COM NEW | $25.86万 | 0.02% | 2,043 | 20 | 1.0% | $2,532 | 加仓 |
| JEPQ | JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF | $26.00万 | 0.02% | 4,231 | 4,231 | — | $26.00万 | 新建仓 |
| HODL | VANECK BITCOIN ETF | $26.11万 | 0.02% | 15,717 | 1,129 | 7.7% | $1.88万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC CL A | $26.61万 | 0.02% | 1,913 | -5 | -0.3% | -$695 | 减仓 |
| TFI | STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF | $26.77万 | 0.02% | 5,846 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP COM | $26.96万 | 0.02% | 2,921 | -49 | -1.6% | -$4,522 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC COM | $27.13万 | 0.02% | 934 | 327 | 53.9% | $9.50万 | 加仓 |
| PLD | PROLOGIS INC. COM | $27.34万 | 0.02% | 2,018 | 24 | 1.2% | $3,251 | 加仓 |
| CI | THE CIGNA GROUP COM | $27.62万 | 0.02% | 1,002 | 1 | 0.1% | $276 | 加仓 |
| MDYG | STATE STREET SPDR S&P 400 MID CAP GROWTH ETF | $27.68万 | 0.02% | 2,469 | 0 | 0.0% | — | 不变 |
| SRE | SEMPRA COM | $28.25万 | 0.02% | 3,047 | -13 | -0.4% | -$1,205 | 减仓 |
| SPSM | STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF | $28.60万 | 0.02% | 4,959 | -665 | -11.8% | -$3.84万 | 减仓 |
| MDYV | STATE STREET SPDR S&P 400 MID CAP VALUE ETF | $29.23万 | 0.02% | 3,081 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP COM | $29.54万 | 0.02% | 580 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW CL A | $29.59万 | 0.02% | 798 | -5 | -0.6% | -$1,854 | 减仓 |
| PULS | PGIM ULTRA SHORT BOND ETF | $29.86万 | 0.02% | 6,027 | 6,027 | — | $29.86万 | 新建仓 |
| JPIB | JPMORGAN INTERNATIONAL BOND OPPORTUNITIES FUND | $29.88万 | 0.02% | 6,180 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD S&P 500 GROWTH ETF | $30.29万 | 0.02% | 3,666 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP COM | $30.36万 | 0.02% | 1,276 | -26 | -2.0% | -$6,186 | 减仓 |
| WFC | WELLS FARGO & CO COM | $30.70万 | 0.02% | 3,715 | 238 | 6.8% | $1.97万 | 加仓 |
| ES | EVERSOURCE ENERGY COM | $30.76万 | 0.02% | 4,256 | 25 | 0.6% | $1,807 | 加仓 |
| T | AT&T INC COM | $30.94万 | 0.02% | 14,949 | -175 | -1.2% | -$3,622 | 减仓 |
| MMM | 3M CO COM | $31.20万 | 0.02% | 1,927 | -9 | -0.5% | -$1,457 | 减仓 |
| BX | BLACKSTONE INC COM | $31.26万 | 0.02% | 2,657 | 361 | 15.7% | $4.25万 | 加仓 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $31.70万 | 0.02% | 6,992 | 100 | 1.5% | $4,534 | 加仓 |