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 |
|---|---|---|---|---|---|---|---|---|
| SGOL | ABRDN PHYSICAL GOLD SHARES ETF | $72.17万 | 0.05% | 16,175 | 0 | 0.0% | — | 不变 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $72.32万 | 0.05% | 6,822 | -38 | -0.6% | -$4,028 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $72.50万 | 0.05% | 3,155 | 2 | 0.1% | $460 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $73.12万 | 0.05% | 1,719 | -61 | -3.4% | -$2.59万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $76.54万 | 0.05% | 3,719 | -30 | -0.8% | -$6,174 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $77.30万 | 0.05% | 16,779 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC COM | $78.09万 | 0.05% | 5,452 | 1 | 0.0% | $143 | 加仓 |
| GE | GE AEROSPACE COM NEW | $78.53万 | 0.05% | 2,767 | 123 | 4.7% | $3.49万 | 加仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $79.40万 | 0.05% | 8,166 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $80.23万 | 0.06% | 2,441 | -33 | -1.3% | -$1.08万 | 减仓 |
| CSCO | CISCO SYS INC COM | $81.93万 | 0.06% | 10,560 | -358 | -3.3% | -$2.78万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $82.46万 | 0.06% | 3,168 | 10 | 0.3% | $2,603 | 加仓 |
| DHR | DANAHER CORP DEL COM | $82.66万 | 0.06% | 4,360 | -106 | -2.4% | -$2.01万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $83.52万 | 0.06% | 16,917 | -27,669 | -62.1% | -$136.60万 | 减仓 |
| SO | SOUTHERN CO COM | $84.02万 | 0.06% | 8,705 | 20 | 0.2% | $1,930 | 加仓 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $84.65万 | 0.06% | 11,271 | -127 | -1.1% | -$9,538 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $86.12万 | 0.06% | 16,949 | 180 | 1.1% | $9,146 | 加仓 |
| KKR | KKR & CO INC COM | $86.70万 | 0.06% | 9,373 | 8 | 0.1% | $740 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $86.73万 | 0.06% | 657 | 41 | 6.7% | $5.41万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $88.21万 | 0.06% | 985 | 27 | 2.8% | $2.42万 | 加仓 |
| FAST | FASTENAL CO COM | $89.73万 | 0.06% | 19,337 | -1,007 | -4.9% | -$4.67万 | 减仓 |
| UNP | UNION PAC CORP COM | $89.76万 | 0.06% | 3,699 | 305 | 9.0% | $7.40万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $90.65万 | 0.06% | 4,462 | 183 | 4.3% | $3.72万 | 加仓 |
| RDDT | REDDIT INC CL A | $91.80万 | 0.06% | 6,818 | -70 | -1.0% | -$9,426 | 减仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $93.10万 | 0.06% | 8,488 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP COM | $94.54万 | 0.06% | 1,564 | 163 | 11.6% | $9.85万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $95.30万 | 0.07% | 9,800 | -720 | -6.8% | -$7.00万 | 减仓 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $95.47万 | 0.07% | 31,302 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $96.98万 | 0.07% | 18,452 | 3,860 | 26.5% | $20.29万 | 加仓 |
| MGC | VANGUARD MEGA CAP ETF | $97.30万 | 0.07% | 4,117 | 60 | 1.5% | $1.42万 | 加仓 |
| FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $97.49万 | 0.07% | 17,748 | 1,075 | 6.4% | $5.90万 | 加仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $97.79万 | 0.07% | 6,603 | 1 | 0.0% | $148 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $99.02万 | 0.07% | 10,195 | -2,317 | -18.5% | -$22.51万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $100.26万 | 0.07% | 6,839 | -370 | -5.1% | -$5.42万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $103.53万 | 0.07% | 15,193 | -769 | -4.8% | -$5.24万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $103.64万 | 0.07% | 9,348 | 91 | 1.0% | $1.01万 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $104.44万 | 0.07% | 5,380 | 102 | 1.9% | $1.98万 | 加仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $106.34万 | 0.07% | 4,977 | 6 | 0.1% | $1,282 | 加仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $107.22万 | 0.07% | 34,949 | 1,841 | 5.6% | $5.65万 | 加仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $108.79万 | 0.07% | 21,496 | -4,378 | -16.9% | -$22.16万 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $109.42万 | 0.08% | 18,692 | -3,604 | -16.2% | -$21.10万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $110.46万 | 0.08% | 8,312 | -1,069 | -11.4% | -$14.21万 | 减仓 |
| SMOT | VANECK MORNINGSTAR SMID MOAT ETF | $112.00万 | 0.08% | 31,828 | -38 | -0.1% | -$1,337 | 减仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $112.98万 | 0.08% | 15,747 | -161 | -1.0% | -$1.16万 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $114.38万 | 0.08% | 12,895 | -1,541 | -10.7% | -$13.67万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $115.73万 | 0.08% | 5,838 | 140 | 2.5% | $2.78万 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $118.44万 | 0.08% | 30,828 | -818 | -2.6% | -$3.14万 | 减仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $119.47万 | 0.08% | 51,362 | 51,362 | — | $119.47万 | 新建仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $120.13万 | 0.08% | 49,557 | 49,557 | — | $120.13万 | 新建仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $120.43万 | 0.08% | 49,682 | 49,682 | — | $120.43万 | 新建仓 |
| DIS | DISNEY WALT CO COM | $122.78万 | 0.08% | 12,739 | -1,286 | -9.2% | -$12.39万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $123.02万 | 0.08% | 3,744 | -45 | -1.2% | -$1.48万 | 减仓 |
| GLD | SPDR GOLD SHARES | $124.22万 | 0.09% | 2,887 | -15 | -0.5% | -$6,454 | 减仓 |
| DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | $125.96万 | 0.09% | 27,496 | 1,102 | 4.2% | $5.05万 | 加仓 |
| — | HONEYWELL INTL INC COM | $126.02万 | 0.09% | 5,575 | -907 | -14.0% | -$20.50万 | 减仓 |
| ITM | VANECK INTERMEDIATE MUNI ETF | $126.35万 | 0.09% | 27,214 | 0 | 0.0% | — | 不变 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $128.40万 | 0.09% | 32,020 | -665 | -2.0% | -$2.67万 | 减仓 |
| CAT | CATERPILLAR INC COM | $133.33万 | 0.09% | 1,882 | -52 | -2.7% | -$3.68万 | 减仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $134.13万 | 0.09% | 20,931 | 1,742 | 9.1% | $11.16万 | 加仓 |
| — | SPROTT ACTIVE GOLD & SILVER MINERS ETF | $136.22万 | 0.09% | 29,978 | -60 | -0.2% | -$2,726 | 减仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $136.50万 | 0.09% | 8,440 | -1,299 | -13.3% | -$21.01万 | 减仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $141.00万 | 0.10% | 3,044 | 227 | 8.1% | $10.52万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $141.79万 | 0.10% | 8,397 | 90 | 1.1% | $1.52万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $142.13万 | 0.10% | 56,111 | 3,537 | 6.7% | $8.96万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $142.53万 | 0.10% | 8,684 | -683 | -7.3% | -$11.21万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $142.98万 | 0.10% | 2,318 | -43 | -1.8% | -$2.65万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $145.56万 | 0.10% | 3,693 | -500 | -11.9% | -$19.71万 | 减仓 |
| AMGN | AMGEN INC COM | $146.32万 | 0.10% | 4,159 | -101 | -2.4% | -$3.55万 | 减仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $146.42万 | 0.10% | 29,289 | -527 | -1.8% | -$2.63万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $146.80万 | 0.10% | 7,216 | 21 | 0.3% | $4,272 | 加仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $147.75万 | 0.10% | 13,919 | -632 | -4.3% | -$6.71万 | 减仓 |
| OUSA | ALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $149.32万 | 0.10% | 26,822 | -351 | -1.3% | -$1.95万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $150.76万 | 0.10% | 3,067 | 1,002 | 48.5% | $49.26万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $150.86万 | 0.10% | 19,031 | 825 | 4.5% | $6.54万 | 加仓 |
| TSLA | TESLA INC COM | $151.43万 | 0.10% | 4,073 | 92 | 2.3% | $3.42万 | 加仓 |
| ORCL | ORACLE CORP COM | $152.77万 | 0.10% | 10,385 | -707 | -6.4% | -$10.40万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $155.82万 | 0.11% | 3,118 | -418 | -11.8% | -$20.89万 | 减仓 |
| RTX | RTX CORPORATION COM | $158.51万 | 0.11% | 8,217 | -544 | -6.2% | -$10.49万 | 减仓 |
| QCOM | QUALCOMM INC COM | $159.81万 | 0.11% | 12,410 | -184 | -1.5% | -$2.37万 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $160.69万 | 0.11% | 12,065 | 80 | 0.7% | $1.07万 | 加仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $162.24万 | 0.11% | 32,519 | -3,735 | -10.3% | -$18.63万 | 减仓 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $164.04万 | 0.11% | 60,958 | 7,657 | 14.4% | $20.60万 | 加仓 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $165.85万 | 0.11% | 19,169 | 1,115 | 6.2% | $9.65万 | 加仓 |
| FCOM | FIDELITY MSCI COMMUNICATION SERVICES INDEX ETF | $166.08万 | 0.11% | 24,380 | 3,725 | 18.0% | $25.37万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $166.35万 | 0.11% | 6,863 | -1,294 | -15.9% | -$31.37万 | 减仓 |
| EBC | EASTERN BANKSHARES INC COM | $170.11万 | 0.12% | 86,966 | -5,639 | -6.1% | -$11.03万 | 减仓 |
| TOST | TOAST INC CL A | $172.31万 | 0.12% | 65,000 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $174.57万 | 0.12% | 8,027 | -234 | -2.8% | -$5.09万 | 减仓 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $178.40万 | 0.12% | 30,951 | 3,206 | 11.6% | $18.48万 | 加仓 |
| MRK | MERCK & CO INC COM | $181.50万 | 0.12% | 15,089 | 41 | 0.3% | $4,932 | 加仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $183.32万 | 0.13% | 3,176 | -374 | -10.5% | -$21.59万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $185.45万 | 0.13% | 59,900 | -122 | -0.2% | -$3,777 | 减仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $188.14万 | 0.13% | 26,740 | 2,055 | 8.3% | $14.46万 | 加仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $192.01万 | 0.13% | 36,693 | 31,816 | 652.4% | $166.49万 | 加仓 |
| KO | COCA COLA CO COM | $193.24万 | 0.13% | 25,410 | 244 | 1.0% | $1.86万 | 加仓 |
| TBUX | T. ROWE PRICE ULTRA SHORT-TERM BOND ETF | $193.37万 | 0.13% | 38,869 | -3,221 | -7.7% | -$16.02万 | 减仓 |
| BND | VANGUARD TOTAL BOND MARKET ETF | $195.46万 | 0.13% | 26,542 | 442 | 1.7% | $3.25万 | 加仓 |
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | $197.06万 | 0.14% | 44,153 | -135 | -0.3% | -$6,025 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $202.37万 | 0.14% | 24,685 | 4 | 0.0% | $328 | 加仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $207.34万 | 0.14% | 60,946 | -8,777 | -12.6% | -$29.86万 | 减仓 |