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 |
|---|---|---|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO COM | $73.10万 | 0.05% | 2,123 | -28 | -1.3% | -$9,641 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL CL A | $74.89万 | 0.05% | 1 | 0 | 0.0% | — | 不变 |
| IGSB | ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $75.19万 | 0.05% | 14,347 | -4,105 | -22.2% | -$21.51万 | 减仓 |
| JPST | JPMORGAN ULTRA-SHORT INCOME ETF | $75.61万 | 0.05% | 14,952 | -6,544 | -30.4% | -$33.09万 | 减仓 |
| QQQM | INVESCO NASDAQ 100 ETF | $76.63万 | 0.05% | 2,529 | 265 | 11.7% | $8.03万 | 加仓 |
| NOBL | PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF | $76.64万 | 0.05% | 13,648 | 4 | 0.0% | $225 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $77.01万 | 0.05% | 1,065 | -83 | -7.2% | -$6.00万 | 减仓 |
| SLV | ISHARES SILVER TRUST | $78.08万 | 0.05% | 14,603 | -590 | -3.9% | -$3.15万 | 减仓 |
| XLF | STATE STREET FINANCIAL SELECT SECTOR SPDR ETF | $79.97万 | 0.05% | 14,918 | -1,999 | -11.8% | -$10.72万 | 减仓 |
| GLD | SPDR GOLD SHARES | $80.38万 | 0.05% | 2,182 | -705 | -24.4% | -$25.97万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $82.67万 | 0.05% | 857 | 37 | 4.5% | $3.57万 | 加仓 |
| SO | SOUTHERN CO COM | $82.76万 | 0.05% | 8,647 | -58 | -0.7% | -$5,551 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS INC COM | $83.48万 | 0.05% | 10,242 | 2 | 0.0% | $163 | 加仓 |
| MGK | VANGUARD MEGA CAP GROWTH ETF | $83.51万 | 0.05% | 9,499 | -1 | -0.0% | -$88 | 减仓 |
| ALAB | ASTERA LABS INC COM | $83.85万 | 0.05% | 1,736 | 1,736 | — | $83.85万 | 新建仓 |
| IWD | ISHARES RUSSELL 1000 VALUE ETF | $84.20万 | 0.05% | 3,473 | -1,504 | -30.2% | -$36.46万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $84.44万 | 0.05% | 3,122 | -46 | -1.5% | -$1.24万 | 减仓 |
| APH | AMPHENOL CORP CL A | $85.83万 | 0.05% | 4,868 | -42 | -0.9% | -$7,405 | 减仓 |
| KKR | KKR & CO INC COM | $86.87万 | 0.06% | 9,465 | 92 | 1.0% | $8,444 | 加仓 |
| RIOT | RIOT PLATFORMS INC COM | $87.66万 | 0.06% | 32,016 | 1,192 | 3.9% | $3.26万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $88.02万 | 0.06% | 4,621 | 261 | 6.0% | $4.97万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $88.55万 | 0.06% | 2,131 | 49 | 2.4% | $2.04万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC COM | $88.99万 | 0.06% | 5,460 | 8 | 0.1% | $1,304 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $89.23万 | 0.06% | 912 | -73 | -7.4% | -$7.14万 | 减仓 |
| IWR | ISHARES RUSSELL MIDCAP ETF | $90.09万 | 0.06% | 8,166 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL CO COM | $91.15万 | 0.06% | 18,977 | -360 | -1.9% | -$1.73万 | 减仓 |
| VXF | VANGUARD EXTENDED MARKET ETF | $91.57万 | 0.06% | 3,719 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD FTSE ALL-WORLD EX-US INDEX FUND | $91.65万 | 0.06% | 10,943 | -328 | -2.9% | -$2.75万 | 减仓 |
| XLV | STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF | $92.14万 | 0.06% | 5,807 | -1,032 | -15.1% | -$16.37万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING INC COM | $92.52万 | 0.06% | 4,131 | -331 | -7.4% | -$7.41万 | 减仓 |
| GEV | GE VERNOVA INC COM | $96.47万 | 0.06% | 821 | 45 | 5.8% | $5.29万 | 加仓 |
| UNP | UNION PAC CORP COM | $98.87万 | 0.06% | 3,635 | -64 | -1.7% | -$1.74万 | 减仓 |
| XLC | STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF | $99.75万 | 0.06% | 9,311 | -37 | -0.4% | -$3,964 | 减仓 |
| VYM | VANGUARD HIGH DIVIDEND YIELD INDEX ETF | $99.94万 | 0.06% | 6,324 | -279 | -4.2% | -$4.41万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $102.24万 | 0.07% | 2,039 | -1,028 | -33.5% | -$51.55万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $102.62万 | 0.07% | 30,827 | -1 | -0.0% | -$33 | 减仓 |
| PAVE | GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF | $103.40万 | 0.07% | 17,549 | 600 | 3.5% | $3.54万 | 加仓 |
| FLQM | FRANKLIN U.S. MID CAP MULTIFACTOR INDEX ETF | $104.28万 | 0.07% | 18,015 | 267 | 1.5% | $1.55万 | 加仓 |
| EFA | ISHARES MSCI EAFE ETF | $105.40万 | 0.07% | 10,146 | -49 | -0.5% | -$5,090 | 减仓 |
| VGSH | VANGUARD SHORT-TERM TREASURY ETF | $107.48万 | 0.07% | 18,467 | -225 | -1.2% | -$1.31万 | 减仓 |
| GE | GE AEROSPACE COM NEW | $107.59万 | 0.07% | 2,879 | 112 | 4.0% | $4.19万 | 加仓 |
| VONG | VANGUARD RUSSELL 1000 GROWTH ETF | $108.49万 | 0.07% | 8,488 | 0 | 0.0% | — | 不变 |
| SCHV | SCHWAB U.S. LARGE-CAP VALUE ETF | $108.97万 | 0.07% | 31,303 | 1 | 0.0% | $35 | 加仓 |
| VEA | VANGUARD FTSE DEVELOPED MARKETS ETF | $109.31万 | 0.07% | 15,342 | -5,589 | -26.7% | -$39.82万 | 减仓 |
| SCHD | SCHWAB US DIVIDEND EQUITY ETF | $110.84万 | 0.07% | 34,955 | 6 | 0.0% | $190 | 加仓 |
| SMOT | VANECK MORNINGSTAR SMID MOAT ETF | $112.60万 | 0.07% | 28,977 | -2,851 | -9.0% | -$11.08万 | 减仓 |
| MGC | VANGUARD MEGA CAP ETF | $112.68万 | 0.07% | 4,118 | 1 | 0.0% | $274 | 加仓 |
| RDDT | REDDIT INC CL A | $114.41万 | 0.07% | 6,591 | -227 | -3.3% | -$3.94万 | 减仓 |
| — | SPROTT ACTIVE GOLD & SILVER MINERS ETF | $115.88万 | 0.07% | 29,678 | -300 | -1.0% | -$1.17万 | 减仓 |
| IBDU | ISHARES IBONDS DEC 2029 TERM CORPORATE ETF | $116.56万 | 0.07% | 50,327 | -1,035 | -2.0% | -$2.40万 | 减仓 |
| IBDS | ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $117.19万 | 0.07% | 48,386 | -1,171 | -2.4% | -$2.84万 | 减仓 |
| DIS | DISNEY WALT CO COM | $117.21万 | 0.07% | 12,178 | -561 | -4.4% | -$5.40万 | 减仓 |
| IBDR | ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $117.30万 | 0.07% | 48,411 | -1,271 | -2.6% | -$3.08万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $118.32万 | 0.08% | 3,758 | 14 | 0.4% | $4,408 | 加仓 |
| JAVA | JPMORGAN ACTIVE VALUE ETF | $119.82万 | 0.08% | 15,089 | -658 | -4.2% | -$5.23万 | 减仓 |
| ACYN | FT VEST LADDERED AUTOCALLABLE BARRIER & INCOME ETF | $123.01万 | 0.08% | 59,168 | 59,168 | — | $123.01万 | 新建仓 |
| CSCO | CISCO SYS INC COM | $123.77万 | 0.08% | 10,537 | -23 | -0.2% | -$2,702 | 减仓 |
| VNQ | VANGUARD REAL ESTATE ETF | $124.35万 | 0.08% | 12,895 | 0 | 0.0% | — | 不变 |
| ITM | VANECK INTERMEDIATE MUNI ETF | $126.60万 | 0.08% | 26,942 | -272 | -1.0% | -$1.28万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $128.70万 | 0.08% | 5,892 | 54 | 0.9% | $1.18万 | 加仓 |
| ASML | ASML HLDG NV N Y REGISTRY SHS | $131.16万 | 0.08% | 659 | 2 | 0.3% | $3,981 | 加仓 |
| — | VISTASHARES TARGET 15 S&P 100 DISTRIBUTION ETF | $132.18万 | 0.08% | 67,457 | 38,087 | 129.7% | $74.63万 | 加仓 |
| DBND | DOUBLELINE OPPORTUNISTIC CORE BOND ETF | $132.31万 | 0.08% | 29,022 | 1,526 | 5.5% | $6.96万 | 加仓 |
| IBDT | ISHARES IBONDS DEC 2028 TERM CORPORATE ETF | $137.87万 | 0.09% | 54,602 | -1,509 | -2.7% | -$3.81万 | 减仓 |
| MA | MASTERCARD INCORPORATED CL A | $137.89万 | 0.09% | 2,685 | -433 | -13.9% | -$22.24万 | 减仓 |
| NLR | VANECK URANIUM AND NUCLEAR ETF | $138.60万 | 0.09% | 11,950 | -115 | -1.0% | -$1.33万 | 减仓 |
| MUB | ISHARES NATIONAL MUNI BOND ETF | $142.74万 | 0.09% | 13,263 | -656 | -4.7% | -$7.06万 | 减仓 |
| VICR | VICOR CORP COM | $143.75万 | 0.09% | 3,785 | 20 | 0.5% | $7,596 | 加仓 |
| TXN | TEXAS INSTRS INC COM | $143.89万 | 0.09% | 4,827 | -553 | -10.3% | -$16.48万 | 减仓 |
| XLK | STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | $144.35万 | 0.09% | 7,577 | -735 | -8.8% | -$14.00万 | 减仓 |
| SOXX | ISHARES SEMICONDUCTOR ETF | $144.69万 | 0.09% | 2,258 | -183 | -7.5% | -$11.73万 | 减仓 |
| JMUB | JPMORGAN MUNICIPAL ETF | $147.10万 | 0.09% | 29,039 | -250 | -0.9% | -$1.27万 | 减仓 |
| AMGN | AMGEN INC COM | $149.57万 | 0.10% | 4,130 | -29 | -0.7% | -$1.05万 | 减仓 |
| XSOE | WISDOMTREE EMERGING MARKETS EX-STATE-OWNED ENTERPRISES FUND | $149.82万 | 0.10% | 30,464 | -1,556 | -4.9% | -$7.65万 | 减仓 |
| OUSA | ALPS O'SHARES U.S. QUALITY DIVIDEND ETF | $153.32万 | 0.10% | 26,285 | -537 | -2.0% | -$3.13万 | 减仓 |
| MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $153.42万 | 0.10% | 2,181 | -137 | -5.9% | -$9.64万 | 减仓 |
| ORCL | ORACLE CORP COM | $153.46万 | 0.10% | 10,471 | 86 | 0.8% | $1.26万 | 加仓 |
| VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $155.70万 | 0.10% | 19,701 | 670 | 3.5% | $5.30万 | 加仓 |
| XLI | STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | $155.87万 | 0.10% | 8,415 | -25 | -0.3% | -$4,631 | 减仓 |
| FNCL | FIDELITY MSCI FINANCIALS INDEX ETF | $158.20万 | 0.10% | 20,664 | 20,664 | — | $158.20万 | 新建仓 |
| RTX | RTX CORPORATION COM | $158.42万 | 0.10% | 8,350 | 133 | 1.6% | $2.52万 | 加仓 |
| IBB | ISHARES BIOTECHNOLOGY ETF | $160.10万 | 0.10% | 8,418 | 21 | 0.3% | $3,994 | 加仓 |
| FREL | FIDELITY MSCI REAL ESTATE INDEX ETF | $161.17万 | 0.10% | 55,008 | -5,950 | -9.8% | -$17.43万 | 减仓 |
| FIDU | FIDELITY MSCI INDUSTRIAL INDEX ETF | $163.62万 | 0.10% | 16,426 | -2,743 | -14.3% | -$27.32万 | 减仓 |
| FMAT | FIDELITY MSCI MATERIALS INDEX ETF | $164.33万 | 0.10% | 28,085 | -2,866 | -9.3% | -$16.77万 | 减仓 |
| VTEB | VANGUARD TAX-EXEMPT BOND ETF | $164.48万 | 0.10% | 32,519 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC COM | $170.76万 | 0.11% | 15,077 | -2,493 | -14.2% | -$28.24万 | 减仓 |
| FDIS | FIDELITY MSCI CONSUMER DISCRETIONARY INDEX ETF | $170.84万 | 0.11% | 16,613 | 1,498 | 9.9% | $15.41万 | 重新持有 |
| TSLA | TESLA INC COM | $174.60万 | 0.11% | 4,151 | 78 | 1.9% | $3.28万 | 加仓 |
| DIA | STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | $175.84万 | 0.11% | 3,366 | 322 | 10.6% | $16.82万 | 加仓 |
| TOST | TOAST INC CL A | $180.84万 | 0.12% | 65,005 | 5 | 0.0% | $139 | 加仓 |
| FSTA | FIDELITY MSCI CONSUMER STAPLES INDEX ETF | $184.11万 | 0.12% | 35,042 | -1,651 | -4.5% | -$8.67万 | 减仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $185.61万 | 0.12% | 3,009 | -684 | -18.5% | -$42.19万 | 减仓 |
| FENY | FIDELITY MSCI ENERGY INDEX ETF | $189.69万 | 0.12% | 64,171 | 3,225 | 5.3% | $9.53万 | 加仓 |
| FHLC | FIDELITY MSCI HEALTH CARE INDEX ETF | $190.70万 | 0.12% | 24,686 | -2,054 | -7.7% | -$15.87万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $190.71万 | 0.12% | 101,066 | -2,087 | -2.0% | -$3.94万 | 减仓 |
| EBC | EASTERN BANKSHARES INC COM | $190.93万 | 0.12% | 85,849 | -1,117 | -1.3% | -$2.48万 | 减仓 |
| ABBV | ABBVIE INC COM | $192.76万 | 0.12% | 7,660 | -367 | -4.6% | -$9.24万 | 减仓 |
| CAT | CATERPILLAR INC COM | $193.81万 | 0.12% | 1,820 | -62 | -3.3% | -$6.60万 | 减仓 |
| MRK | MERCK & CO INC COM | $195.25万 | 0.12% | 15,195 | 106 | 0.7% | $1.36万 | 加仓 |