Beaumont Financial Advisors, LLC
NEEDHAM MA · SEC CIK 0001957394
$14.55亿2026Q1 申报市值
369持仓数
32.4%前十大占比 · 第一大 4.5%
19 / 23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
SGOV 加仓+$1,680.43万
CTA 新建仓+$1,514.04万
GCOW 新建仓+$891.14万
CAMBRIA TAIL RIS 新建仓+$832.34万
PRIV 加仓+$765.94万
2026Q1 卖出最多 按季末市值估算
JQUA 清仓-$3,368.96万
JGRO 减仓-$2,168.71万
TCAF 清仓-$2,010.31万
VISTASHARES TARG 减仓-$1,018.68万
JPEF 减仓-$862.69万
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 |
|---|---|---|---|---|---|---|---|---|
| HWM | HOWMET AEROSPACE INC COM | $29.98万 | 0.02% | 1,301 | 90 | 7.4% | $2.07万 | 加仓 |
| ADI | ANALOG DEVICES INC COM | $30.18万 | 0.02% | 949 | 81 | 9.3% | $2.58万 | 加仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $30.34万 | 0.02% | 3,815 | 587 | 18.2% | $4.67万 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $30.53万 | 0.02% | 2,845 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $30.56万 | 0.02% | 663 | 13 | 2.0% | $5,993 | 加仓 |
| ETH | GRAYSCALE ETHEREUM STAKING MINI ETF | $30.70万 | 0.02% | 15,456 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC COM | $31.39万 | 0.02% | 4,757 | -31 | -0.6% | -$2,046 | 减仓 |
| IVE | ISHARES S&P 500 VALUE ETF | $31.55万 | 0.02% | 1,494 | 0 | 0.0% | — | 不变 |
| XLU | STATE STREET UTILITIES SELECT SECTOR SPDR ETF | $31.63万 | 0.02% | 6,892 | -143 | -2.0% | -$6,563 | 减仓 |
| P | EVERPURE INC CL A | $31.83万 | 0.02% | 5,391 | 969 | 21.9% | $5.72万 | 加仓 |
| EMR | EMERSON ELEC CO COM | $31.87万 | 0.02% | 2,432 | 85 | 3.6% | $1.11万 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $32.01万 | 0.02% | 4,049 | -661 | -14.0% | -$5.23万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $32.13万 | 0.02% | 820 | 17 | 2.1% | $6,660 | 加仓 |
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF | $32.56万 | 0.02% | 3,935 | -178 | -4.3% | -$1.47万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $33.35万 | 0.02% | 1,162 | 2 | 0.2% | $574 | 加仓 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $33.57万 | 0.02% | 1,561 | -945 | -37.7% | -$20.32万 | 减仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $33.78万 | 0.02% | 3,643 | -40 | -1.1% | -$3,709 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $33.93万 | 0.02% | 2,062 | 12 | 0.6% | $1,974 | 加仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $34.77万 | 0.02% | 2,832 | -67 | -2.3% | -$8,226 | 减仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $35.19万 | 0.02% | 8,858 | 0 | 0.0% | — | 不变 |
| UFOX | DEFIANCE CONNECTIVE TECHNOLOGIES ETF | $35.23万 | 0.02% | 5,168 | 2 | 0.0% | $136 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $35.85万 | 0.02% | 3,290 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC COM | $36.56万 | 0.03% | 1,907 | -3 | -0.2% | -$575 | 减仓 |
| URTH | ISHARES MSCI WORLD ETF | $37.26万 | 0.03% | 2,070 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC COM | $37.40万 | 0.03% | 1,282 | -68 | -5.0% | -$1.98万 | 减仓 |
| RIOT | RIOT PLATFORMS INC COM | $38.10万 | 0.03% | 30,824 | 0 | 0.0% | — | 不变 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $38.15万 | 0.03% | 4,214 | -593 | -12.3% | -$5.37万 | 减仓 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $38.58万 | 0.03% | 4,030 | 0 | 0.0% | — | 不变 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $38.77万 | 0.03% | 2,020 | 74 | 3.8% | $1.42万 | 加仓 |
| MCK | MCKESSON CORP COM | $38.85万 | 0.03% | 449 | 25 | 5.9% | $2.16万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $39.23万 | 0.03% | 1,148 | -28 | -2.4% | -$9,567 | 减仓 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $39.28万 | 0.03% | 4,700 | -560 | -10.6% | -$4.68万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP COM | $39.57万 | 0.03% | 580 | 4 | 0.7% | $2,729 | 加仓 |
| PSX | PHILLIPS 66 COM | $39.99万 | 0.03% | 2,195 | 28 | 1.3% | $5,101 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $40.80万 | 0.03% | 2,214 | -98 | -4.2% | -$1.81万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC CL A | $41.53万 | 0.03% | 2,839 | -126 | -4.2% | -$1.84万 | 减仓 |
| SBUX | STARBUCKS CORP COM | $41.86万 | 0.03% | 4,672 | 266 | 6.0% | $2.38万 | 加仓 |
| AFL | AFLAC INC COM | $41.90万 | 0.03% | 3,819 | 15 | 0.4% | $1,646 | 加仓 |
| CCJ | CAMECO CORP COM | $41.96万 | 0.03% | 3,863 | 15 | 0.4% | $1,629 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $42.39万 | 0.03% | 1,518 | 26 | 1.7% | $7,261 | 加仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $42.97万 | 0.03% | 6,000 | 0 | 0.0% | — | 不变 |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | $43.41万 | 0.03% | 4,325 | -975 | -18.4% | -$9.79万 | 减仓 |
| T | AT&T INC COM | $43.84万 | 0.03% | 15,124 | -48 | -0.3% | -$1,391 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $44.08万 | 0.03% | 5,716 | 216 | 3.9% | $1.67万 | 加仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $44.35万 | 0.03% | 6,359 | -140 | -2.2% | -$9,765 | 减仓 |
| C | CITIGROUP INC COM NEW | $44.67万 | 0.03% | 3,938 | -4 | -0.1% | -$454 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $45.31万 | 0.03% | 3,172 | -7 | -0.2% | -$1,000 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $45.36万 | 0.03% | 1,342 | 57 | 4.4% | $1.93万 | 加仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $45.51万 | 0.03% | 7,266 | -106 | -1.4% | -$6,640 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $45.96万 | 0.03% | 2,663 | -182 | -6.4% | -$3.14万 | 减仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $47.27万 | 0.03% | 2,464 | 152 | 6.6% | $2.92万 | 加仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $47.51万 | 0.03% | 1,332 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC SHS | $47.64万 | 0.03% | 1,332 | 3 | 0.2% | $1,073 | 加仓 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $48.36万 | 0.03% | 27,571 | 158 | 0.6% | $2,771 | 加仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC COM STK | $48.83万 | 0.03% | 39,379 | -10,209 | -20.6% | -$12.66万 | 减仓 |
| SEIC | SEI INVTS CO COM | $49.37万 | 0.03% | 6,292 | 0 | 0.0% | — | 不变 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $49.45万 | 0.03% | 4,643 | -742 | -13.8% | -$7.90万 | 减仓 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $49.55万 | 0.03% | 2,265 | 195 | 9.4% | $4.27万 | 加仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $49.95万 | 0.03% | 8,153 | 2,087 | 34.4% | $12.78万 | 加仓 |
| NFLX | NETFLIX INC. COM | $50.29万 | 0.03% | 5,230 | -68 | -1.3% | -$6,538 | 减仓 |
| IVW | ISHARES S&P 500 GROWTH ETF | $50.36万 | 0.03% | 4,452 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC SPON ADS | $50.50万 | 0.03% | 5,430 | -190 | -3.4% | -$1.77万 | 减仓 |
| LIN | LINDE PLC SHS | $50.60万 | 0.03% | 1,021 | 35 | 3.5% | $1.73万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $50.73万 | 0.03% | 17,669 | 20 | 0.1% | $574 | 加仓 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $52.34万 | 0.04% | 4,098 | -229 | -5.3% | -$2.93万 | 减仓 |
| AMLP | ALERIAN MLP ETF | $52.44万 | 0.04% | 9,962 | -3,101 | -23.7% | -$16.32万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $52.78万 | 0.04% | 8,702 | -391 | -4.3% | -$2.37万 | 减仓 |
| JBND | JPMORGAN ACTIVE BOND ETF | $52.93万 | 0.04% | 9,844 | -1,880 | -16.0% | -$10.11万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $53.74万 | 0.04% | 635 | 0 | 0.0% | — | 不变 |
| QQQM | INVESCO NASDAQ 100 ETF | $53.80万 | 0.04% | 2,264 | 492 | 27.8% | $11.69万 | 加仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $53.87万 | 0.04% | 4,066 | -14 | -0.3% | -$1,855 | 减仓 |
| — | VISTASHARES TARGET 15 S&P 100 DISTRIBUTION ETF | $54.54万 | 0.04% | 29,370 | 29,370 | — | $54.54万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $54.97万 | 0.04% | 5,891 | 7 | 0.1% | $653 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $55.06万 | 0.04% | 5,385 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $55.80万 | 0.04% | 2,814 | -86 | -3.0% | -$1.71万 | 减仓 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $55.96万 | 0.04% | 19,245 | 2 | 0.0% | $58 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $56.33万 | 0.04% | 2,082 | -93 | -4.3% | -$2.52万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $57.05万 | 0.04% | 3,678 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $57.32万 | 0.04% | 13,129 | 2 | 0.0% | $87 | 加仓 |
| MU | MICRON TECHNOLOGY INC COM | $59.09万 | 0.04% | 1,749 | 186 | 11.9% | $6.28万 | 加仓 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $60.23万 | 0.04% | 8,235 | -797 | -8.8% | -$5.83万 | 减仓 |
| VICR | VICOR CORP COM | $60.62万 | 0.04% | 3,765 | -22 | -0.6% | -$3,542 | 减仓 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $61.11万 | 0.04% | 12,842 | 0 | 0.0% | — | 不变 |
| SGDM | SPROTT GOLD MINERS ETF | $61.25万 | 0.04% | 8,113 | 200 | 2.5% | $1.51万 | 加仓 |
| CIEN | CIENA CORP COM NEW | $61.42万 | 0.04% | 1,582 | 291 | 22.5% | $11.30万 | 加仓 |
| APH | AMPHENOL CORP CL A | $62.04万 | 0.04% | 4,910 | -203 | -4.0% | -$2.56万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $63.94万 | 0.04% | 1,807 | 23 | 1.3% | $8,139 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $64.14万 | 0.04% | 6,649 | -355 | -5.1% | -$3.42万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $64.20万 | 0.04% | 10,240 | -148 | -1.4% | -$9,280 | 减仓 |
| — | VISTASHARES ELECTRIFICATION SUPERCYCLE ETF | $64.35万 | 0.04% | 26,547 | 12,824 | 93.4% | $31.09万 | 加仓 |
| EIS | ISHARES MSCI ISRAEL ETF | $64.40万 | 0.04% | 5,550 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $64.84万 | 0.04% | 1,494 | -9 | -0.6% | -$3,906 | 减仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $65.47万 | 0.04% | 4,486 | -76 | -1.7% | -$1.11万 | 减仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $65.89万 | 0.05% | 7,760 | 37 | 0.5% | $3,142 | 加仓 |
| GEV | GE VERNOVA INC COM | $67.74万 | 0.05% | 776 | 46 | 6.3% | $4.02万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO COM | $68.95万 | 0.05% | 2,151 | 3 | 0.1% | $962 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $69.80万 | 0.05% | 1,900 | 61 | 3.3% | $2.24万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $70.08万 | 0.05% | 4,456 | -18 | -0.4% | -$2,831 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $71.81万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP COM | $71.90万 | 0.05% | 16,292 | -1,360 | -7.7% | -$6.00万 | 减仓 |