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 |
|---|---|---|---|---|---|---|---|---|
| MCK | MCKESSON CORP COM | $32.04万 | 0.02% | 424 | -25 | -5.6% | -$1.89万 | 减仓 |
| SIVR | ABRDN PHYSICAL SILVER SHARES ETF | $33.73万 | 0.02% | 6,000 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES S&P 500 VALUE ETF | $33.92万 | 0.02% | 1,494 | 0 | 0.0% | — | 不变 |
| HACK | AMPLIFY CYBERSECURITY ETF | $33.96万 | 0.02% | 3,236 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC CO COM | $33.96万 | 0.02% | 2,373 | -59 | -2.4% | -$8,445 | 减仓 |
| SNDK | SANDISK CORP COM | $34.11万 | 0.02% | 150 | 150 | — | $34.11万 | 新建仓 |
| ADI | ANALOG DEVICES INC COM | $34.33万 | 0.02% | 864 | -85 | -9.0% | -$3.38万 | 减仓 |
| FQAL | FQAL | $34.43万 | 0.02% | 4,231 | 118 | 2.9% | $9,601 | 加仓 |
| FTNT | FORTINET INC COM | $34.63万 | 0.02% | 2,254 | 2,254 | — | $34.63万 | 新建仓 |
| BA | BOEING CO COM | $34.65万 | 0.02% | 1,601 | 192 | 13.6% | $4.16万 | 加仓 |
| TOTL | STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF | $34.96万 | 0.02% | 8,858 | 0 | 0.0% | — | 不变 |
| — | FT VEST LADDERED AUTOCALLABLE BARRIER & RESILIENT INCOME ETF | $34.98万 | 0.02% | 17,030 | 17,030 | — | $34.98万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC COM | $35.19万 | 0.02% | 1,309 | 8 | 0.6% | $2,151 | 加仓 |
| RONB | BARON FIRST PRINCIPLES ETF | $35.21万 | 0.02% | 14,432 | 14,432 | — | $35.21万 | 新建仓 |
| SNOW | SNOWFLAKE INC COM SHS | $35.48万 | 0.02% | 1,394 | -524 | -27.3% | -$13.34万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD COM | $35.57万 | 0.02% | 27,342 | 27,342 | — | $35.57万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $35.78万 | 0.02% | 2,875 | 61 | 2.2% | $7,591 | 加仓 |
| IRM | IRON MTN INC DEL COM | $36.10万 | 0.02% | 2,858 | 5 | 0.2% | $632 | 加仓 |
| SKYY | FIRST TRUST CLOUD COMPUTING ETF | $36.34万 | 0.02% | 2,701 | 0 | 0.0% | — | 不变 |
| COKE | COCA COLA CONS INC COM | $36.43万 | 0.02% | 1,908 | 1 | 0.1% | $191 | 加仓 |
| USMV | ISHARES MSCI USA MIN VOL FACTOR ETF | $36.48万 | 0.02% | 3,782 | 139 | 3.8% | $1.34万 | 加仓 |
| NFLX | NETFLIX INC. COM | $36.58万 | 0.02% | 5,124 | -106 | -2.0% | -$7,568 | 减仓 |
| NSC | NORFOLK SOUTHN CORP COM | $36.68万 | 0.02% | 1,166 | 4 | 0.3% | $1,258 | 加仓 |
| SPTM | STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF | $36.76万 | 0.02% | 4,049 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD DIVIDEND APPRECIATION ETF | $36.94万 | 0.02% | 1,561 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $37.21万 | 0.02% | 1,498 | -20 | -1.3% | -$4,968 | 减仓 |
| PSX | PHILLIPS 66 COM | $38.37万 | 0.02% | 2,270 | 75 | 3.4% | $1.27万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE CO COM | $38.43万 | 0.02% | 8,520 | 51 | 0.6% | $2,301 | 加仓 |
| XLY | STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | $38.59万 | 0.02% | 3,290 | 0 | 0.0% | — | 不变 |
| JNK | STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF | $38.84万 | 0.02% | 4,030 | 0 | 0.0% | — | 不变 |
| BCSF | BAIN CAP SPECIALTY FIN INC COM STK | $38.86万 | 0.02% | 31,039 | -8,340 | -21.2% | -$10.44万 | 减仓 |
| CCJ | CAMECO CORP COM | $39.35万 | 0.03% | 3,863 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC CL A | $40.03万 | 0.03% | 5,081 | -310 | -5.8% | -$2.44万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LTD ORD | $41.69万 | 0.03% | 3,172 | 0 | 0.0% | — | 不变 |
| IDEV | ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF | $41.83万 | 0.03% | 4,700 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC COM | $41.91万 | 0.03% | 3,574 | -245 | -6.4% | -$2.87万 | 减仓 |
| URTH | ISHARES MSCI WORLD ETF | $41.95万 | 0.03% | 2,070 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP COM NEW | $42.01万 | 0.03% | 1,393 | 1,393 | — | $42.01万 | 新建仓 |
| MS | MORGAN STANLEY COM NEW | $42.02万 | 0.03% | 2,010 | -52 | -2.5% | -$1.09万 | 减仓 |
| RSP | INVESCO S&P 500 EQUAL WEIGHT ETF | $42.15万 | 0.03% | 1,981 | -39 | -1.9% | -$8,297 | 减仓 |
| CMCSA | COMCAST CORP NEW CL A | $42.20万 | 0.03% | 17,190 | -479 | -2.7% | -$1.18万 | 减仓 |
| IEFA | ISHARES CORE MSCI EAFE ETF | $42.94万 | 0.03% | 4,446 | 232 | 5.5% | $2.24万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $43.45万 | 0.03% | 1,316 | 34 | 2.7% | $1.12万 | 加仓 |
| AMT | AMERICAN TOWER CORP COM | $43.46万 | 0.03% | 2,657 | -6 | -0.2% | -$981 | 减仓 |
| XLE | STATE STREET ENERGY SELECT SECTOR SPDR ETF | $43.62万 | 0.03% | 8,213 | 60 | 0.7% | $3,187 | 加仓 |
| VOE | VANGUARD MID-CAP VALUE ETF | $43.75万 | 0.03% | 2,214 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP COM | $43.79万 | 0.03% | 4,285 | -387 | -8.3% | -$3.95万 | 减仓 |
| CLIP | GLOBAL X 1-3 MONTH T-BILL ETF | $43.80万 | 0.03% | 4,365 | 40 | 0.9% | $4,014 | 加仓 |
| SHEL | SHELL PLC SPON ADS | $44.20万 | 0.03% | 5,700 | 270 | 5.0% | $2.09万 | 加仓 |
| JTEK | JPMORGAN U.S. TECH LEADERS ETF | $44.21万 | 0.03% | 3,963 | 148 | 3.9% | $1.65万 | 加仓 |
| MO | ALTRIA GROUP INC COM | $44.96万 | 0.03% | 6,249 | 1,492 | 31.4% | $10.73万 | 加仓 |
| QTUM | DEFIANCE QUANTUM ETF | $47.06万 | 0.03% | 2,845 | 0 | 0.0% | — | 不变 |
| JBND | JPMORGAN ACTIVE BOND ETF | $47.37万 | 0.03% | 8,854 | -990 | -10.1% | -$5.30万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP COM | $48.28万 | 0.03% | 948 | -616 | -39.4% | -$31.37万 | 减仓 |
| VXUS | VANGUARD TOTAL INTERNATIONAL STOCK ETF | $48.87万 | 0.03% | 5,716 | 0 | 0.0% | — | 不变 |
| UFOX | DEFIANCE SPACE AND CONNECTIVE TECH ETF | $49.13万 | 0.03% | 5,170 | 2 | 0.0% | $190 | 加仓 |
| PFXF | VANECK PREFERRED SECURITIES EX FINANCIALS ETF | $49.14万 | 0.03% | 27,546 | -25 | -0.1% | -$446 | 减仓 |
| SUB | ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | $49.43万 | 0.03% | 4,643 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $49.59万 | 0.03% | 8,606 | -96 | -1.1% | -$5,531 | 减仓 |
| SGDM | SPROTT GOLD MINERS ETF | $49.84万 | 0.03% | 7,928 | -185 | -2.3% | -$1.16万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $50.41万 | 0.03% | 2,967 | 135 | 4.8% | $2.29万 | 加仓 |
| EZU | ISHARES MSCI EUROZONE ETF | $50.50万 | 0.03% | 7,266 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $51.72万 | 0.03% | 4,201 | -255 | -5.7% | -$3.14万 | 减仓 |
| LIN | LINDE PLC SHS | $51.99万 | 0.03% | 1,002 | -19 | -1.9% | -$9,859 | 减仓 |
| IEMG | ISHARES CORE MSCI EMERGING MARKETS ETF | $52.69万 | 0.03% | 6,361 | 2 | 0.0% | $166 | 加仓 |
| LOW | LOWES COS INC COM | $52.97万 | 0.03% | 2,402 | -84,126 | -97.2% | -$1,855.22万 | 减仓 |
| IWB | ISHARES RUSSELL 1000 ETF | $54.59万 | 0.03% | 1,333 | 1 | 0.1% | $410 | 加仓 |
| AMLP | ALERIAN MLP ETF | $54.94万 | 0.03% | 10,595 | 633 | 6.4% | $3.28万 | 加仓 |
| SEIC | SEI INVTS CO COM | $55.19万 | 0.04% | 6,292 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES INC COM | $55.90万 | 0.04% | 2,985 | -6,815 | -69.5% | -$127.62万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $56.61万 | 0.04% | 1,673 | -134 | -7.4% | -$4.53万 | 减仓 |
| C | CITIGROUP INC COM NEW | $56.62万 | 0.04% | 4,045 | 107 | 2.7% | $1.50万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $57.07万 | 0.04% | 5,891 | 0 | 0.0% | — | 不变 |
| EMLP | FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND | $57.12万 | 0.04% | 13,131 | 2 | 0.0% | $87 | 加仓 |
| ETN | EATON CORP PLC SHS | $57.17万 | 0.04% | 1,342 | 10 | 0.8% | $4,260 | 加仓 |
| IUSV | ISHARES CORE S&P US VALUE ETF | $59.32万 | 0.04% | 5,385 | 0 | 0.0% | — | 不变 |
| HONA | HONEYWELL AEROSPACE INC COM | $59.82万 | 0.04% | 2,706 | 2,706 | — | $59.82万 | 新建仓 |
| IJJ | ISHARES S&P MID-CAP 400 VALUE ETF | $60.58万 | 0.04% | 4,100 | 34 | 0.8% | $5,023 | 加仓 |
| HON | HONEYWELL INTL INC COM | $60.59万 | 0.04% | 2,706 | -2,869 | -51.5% | -$64.24万 | 减仓 |
| QLTA | ISHARES AAA-A RATED CORPORATE BOND ETF | $61.02万 | 0.04% | 12,842 | 0 | 0.0% | — | 不变 |
| IVW | ISHARES S&P 500 GROWTH ETF | $61.23万 | 0.04% | 4,452 | 0 | 0.0% | — | 不变 |
| SPLV | INVESCO S&P 500 LOW VOLATILITY ETF | $61.67万 | 0.04% | 8,233 | -2 | -0.0% | -$150 | 减仓 |
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $61.84万 | 0.04% | 16,175 | 0 | 0.0% | — | 不变 |
| XBI | STATE STREET SPDR S&P BIOTECH ETF | $61.86万 | 0.04% | 3,909 | -189 | -4.6% | -$2.99万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $62.04万 | 0.04% | 1,494 | 0 | 0.0% | — | 不变 |
| ITA | ISHARES U.S. AEROSPACE & DEFENSE ETF | $62.53万 | 0.04% | 2,579 | 314 | 13.9% | $7.61万 | 加仓 |
| QUAL | ISHARES MSCI USA QUALITY FACTOR ETF | $62.81万 | 0.04% | 2,862 | 398 | 16.2% | $8.73万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $63.63万 | 0.04% | 629 | -6 | -0.9% | -$6,070 | 减仓 |
| SPGI | S&P GLOBAL INC COM | $64.66万 | 0.04% | 1,588 | -131 | -7.6% | -$5.33万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $64.92万 | 0.04% | 2,179 | -171 | -7.3% | -$5.09万 | 减仓 |
| EIS | ISHARES MSCI ISRAEL ETF | $66.99万 | 0.04% | 5,550 | 0 | 0.0% | — | 不变 |
| TSM | TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS | $67.32万 | 0.04% | 1,410 | 68 | 5.1% | $3.25万 | 加仓 |
| SDY | STATE STREET SPDR S&P DIVIDEND ETF | $68.33万 | 0.04% | 4,490 | 4 | 0.1% | $609 | 加仓 |
| ONEQ | FIDELITY NASDAQ COMPOSITE INDEX ETF | $68.64万 | 0.04% | 6,650 | -1,110 | -14.3% | -$11.46万 | 减仓 |
| IUSG | ISHARES CORE S&P U.S. GROWTH ETF | $69.18万 | 0.04% | 3,678 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB U.S. SMALL-CAP ETF | $69.54万 | 0.04% | 19,248 | 3 | 0.0% | $108 | 加仓 |
| CIEN | CIENA CORP COM NEW | $70.84万 | 0.05% | 1,444 | -138 | -8.7% | -$6.77万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $71.43万 | 0.05% | 3,205 | 50 | 1.6% | $1.11万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $71.53万 | 0.05% | 6,517 | -132 | -2.0% | -$1.45万 | 减仓 |
| — | PUTNAM BDC INCOME ETF | $72.64万 | 0.05% | 26,698 | 26,698 | — | $72.64万 | 新建仓 |