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 |
|---|---|---|---|---|---|---|---|---|
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $209.91万 | 0.14% | 72,061 | 81 | 0.1% | $2,360 | 加仓 |
| JEPI | JPMORGAN EQUITY PREMIUM INCOME ETF | $214.97万 | 0.15% | 37,927 | -2,155 | -5.4% | -$12.21万 | 减仓 |
| HD | HOME DEPOT INC COM | $215.62万 | 0.15% | 6,556 | -209 | -3.1% | -$6.87万 | 减仓 |
| WMT | WALMART INC COM | $218.36万 | 0.15% | 17,570 | -1,105 | -5.9% | -$13.73万 | 减仓 |
| VB | VANGUARD SMALL-CAP ETF | $226.75万 | 0.16% | 8,657 | 338 | 4.1% | $8.85万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $247.89万 | 0.17% | 17,162 | -704 | -3.9% | -$10.17万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER | $251.59万 | 0.17% | 103,153 | -31,725 | -23.5% | -$77.38万 | 减仓 |
| AXP | AMERICAN EXPRESS CO COM | $251.69万 | 0.17% | 8,321 | -85 | -1.0% | -$2.57万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $254.19万 | 0.17% | 6,630 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD MID-CAP ETF | $255.85万 | 0.18% | 8,909 | 1,015 | 12.9% | $29.15万 | 加仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $257.77万 | 0.18% | 37,752 | -290 | -0.8% | -$1.98万 | 减仓 |
| DE | DEERE & CO COM | $266.38万 | 0.18% | 4,729 | 12 | 0.3% | $6,760 | 加仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $273.51万 | 0.19% | 110,419 | -165,374 | -60.0% | -$409.63万 | 减仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $281.21万 | 0.19% | 6,595 | -12 | -0.2% | -$5,117 | 减仓 |
| — | EXXON MOBIL CORP COM | $287.92万 | 0.20% | 16,970 | -1,067 | -5.9% | -$18.10万 | 减仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $315.17万 | 0.22% | 53,356 | 1,159 | 2.2% | $6.85万 | 加仓 |
| PM | PHILIP MORRIS INTL INC COM | $322.33万 | 0.22% | 19,495 | -1,950 | -9.1% | -$32.24万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $326.94万 | 0.22% | 5,027 | 69 | 1.4% | $4.49万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $327.38万 | 0.22% | 3,286 | 226 | 7.4% | $22.52万 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $331.17万 | 0.23% | 9,649 | -607 | -5.9% | -$20.83万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $342.64万 | 0.24% | 36,890 | 1,725 | 4.9% | $16.02万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $348.84万 | 0.24% | 16,327 | -4,557 | -21.8% | -$97.37万 | 减仓 |
| BAC | BANK AMERICA CORP COM | $349.28万 | 0.24% | 71,648 | -1,512 | -2.1% | -$7.37万 | 减仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $353.46万 | 0.24% | 28,434 | -2,935 | -9.4% | -$36.48万 | 减仓 |
| AVGO | BROADCOM INC COM | $354.24万 | 0.24% | 11,445 | -2,217 | -16.2% | -$68.62万 | 减仓 |
| — | ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF | $355.91万 | 0.24% | 140,961 | 140,961 | — | $355.91万 | 新建仓 |
| G | GENPACT LIMITED SHS | $362.66万 | 0.25% | 97,358 | 15,310 | 18.7% | $57.03万 | 加仓 |
| VV | VANGUARD LARGE-CAP ETF | $362.77万 | 0.25% | 12,139 | -7 | -0.1% | -$2,092 | 减仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $367.81万 | 0.25% | 11,465 | -56 | -0.5% | -$1.80万 | 减仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $372.22万 | 0.26% | 145,173 | -176 | -0.1% | -$4,513 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $415.54万 | 0.29% | 20,084 | -3,147 | -13.5% | -$65.11万 | 减仓 |
| LLY | ELI LILLY & CO COM | $430.51万 | 0.30% | 4,681 | -20 | -0.4% | -$1.84万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $440.69万 | 0.30% | 146,947 | 47,943 | 48.4% | $143.78万 | 加仓 |
| — | VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF | $460.76万 | 0.32% | 255,691 | -565,304 | -68.9% | -$1,018.68万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $469.94万 | 0.32% | 15,976 | -795 | -4.7% | -$23.39万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $473.19万 | 0.33% | 61,822 | 0 | 0.0% | — | 不变 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $507.22万 | 0.35% | 24,380 | 831 | 3.5% | $17.29万 | 加仓 |
| TJX | TJX COS INC NEW COM | $511.09万 | 0.35% | 32,003 | -1,347 | -4.0% | -$21.51万 | 减仓 |
| WCN | WASTE CONNECTIONS INC COM | $535.08万 | 0.37% | 32,940 | 870 | 2.7% | $14.13万 | 加仓 |
| CRM | SALESFORCE INC COM | $598.28万 | 0.41% | 32,050 | 30,452 | 1,905.6% | $568.45万 | 加仓 |
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | $612.68万 | 0.42% | 244,728 | -70,958 | -22.5% | -$177.64万 | 减仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $624.89万 | 0.43% | 176,322 | -6,956 | -3.8% | -$24.65万 | 减仓 |
| VTV | VANGUARD VALUE ETF | $666.78万 | 0.46% | 33,985 | 882 | 2.7% | $17.30万 | 加仓 |
| FTRB | FEDERATED HERMES TOTAL RETURN BOND ETF | $689.77万 | 0.47% | 274,316 | 180,035 | 191.0% | $452.70万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $710.30万 | 0.49% | 69,183 | 45,634 | 193.8% | $468.52万 | 加仓 |
| GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $714.29万 | 0.49% | 77,062 | -18,522 | -19.4% | -$171.68万 | 减仓 |
| SCIO | FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF | $724.33万 | 0.50% | 350,934 | 350,934 | — | $724.33万 | 新建仓 |
| IDEF | ISHARES DEFENSE INDUSTRIALS ACTIVE ETF | $748.45万 | 0.51% | 228,745 | 228,745 | — | $748.45万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $774.66万 | 0.53% | 59,099 | -1,044 | -1.7% | -$13.68万 | 减仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $776.00万 | 0.53% | 80,248 | -1,115 | -1.4% | -$10.78万 | 减仓 |
| — | CAMBRIA TAIL RISK ETF | $832.34万 | 0.57% | 710,791 | 710,791 | — | $832.34万 | 新建仓 |
| PRIV | STATE STREET IG PUBLIC & PRIVATE CREDIT ETF | $834.73万 | 0.57% | 330,905 | 303,635 | 1,113.4% | $765.94万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $838.83万 | 0.58% | 99,246 | -256,592 | -72.1% | -$2,168.71万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $844.67万 | 0.58% | 29,446 | 862 | 3.0% | $24.73万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $855.88万 | 0.59% | 56,527 | -153 | -0.3% | -$2.32万 | 减仓 |
| GCOW | PACER GLOBAL CASH COWS DIVIDEND ETF | $891.14万 | 0.61% | 192,721 | 192,721 | — | $891.14万 | 新建仓 |
| HAP | VANECK NATURAL RESOURCES ETF | $946.65万 | 0.65% | 130,627 | 39,897 | 44.0% | $289.13万 | 加仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $1,022.62万 | 0.70% | 75,348 | 50 | 0.1% | $6,786 | 加仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $1,033.29万 | 0.71% | 44,152 | -1,921 | -4.2% | -$44.96万 | 减仓 |
| CLOI | VANECK CLO ETF | $1,178.02万 | 0.81% | 223,533 | 17,587 | 8.5% | $92.68万 | 加仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $1,286.70万 | 0.88% | 767,260 | -3,648 | -0.5% | -$6.12万 | 减仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $1,290.85万 | 0.89% | 505,227 | 9,479 | 1.9% | $24.22万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1,365.08万 | 0.94% | 258,734 | -12,733 | -4.7% | -$67.18万 | 减仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,391.15万 | 0.96% | 198,226 | -822 | -0.4% | -$5.77万 | 减仓 |
| EMBX | VANECK EMERGING MARKETS BOND ETF | $1,432.05万 | 0.98% | 285,790 | 18,075 | 6.8% | $90.57万 | 加仓 |
| AIS | VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | $1,472.80万 | 1.01% | 351,420 | 146,691 | 71.7% | $614.78万 | 加仓 |
| RAAX | VANECK REAL ASSETS ETF | $1,478.27万 | 1.02% | 363,123 | 169,716 | 87.8% | $690.91万 | 加仓 |
| PEP | PEPSICO INC COM | $1,513.82万 | 1.04% | 97,483 | -1,484 | -1.5% | -$23.05万 | 减仓 |
| CTA | SIMPLIFY MANAGED FUTURES STRATEGY ETF | $1,514.04万 | 1.04% | 501,007 | 501,007 | — | $1,514.04万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC COM | $1,565.28万 | 1.08% | 78,939 | 310 | 0.4% | $6.15万 | 加仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $1,711.33万 | 1.18% | 313,143 | 37,874 | 13.8% | $206.98万 | 加仓 |
| APLU | ALLSPRING CORE PLUS ETF | $1,755.36万 | 1.21% | 711,322 | -219,806 | -23.6% | -$542.43万 | 减仓 |
| V | VISA INC COM CL A | $1,895.19万 | 1.30% | 62,705 | -84 | -0.1% | -$2.54万 | 减仓 |
| LOW | LOWES COS INC COM | $2,044.49万 | 1.41% | 86,528 | -2,880 | -3.2% | -$68.05万 | 减仓 |
| VOO | VANGUARD S&P 500 ETF | $2,094.25万 | 1.44% | 35,047 | 4,132 | 13.4% | $246.91万 | 加仓 |
| — | FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | $2,117.38万 | 1.46% | 694,766 | 5,159 | 0.7% | $15.72万 | 加仓 |
| MCD | MCDONALDS CORP COM | $2,280.55万 | 1.57% | 73,379 | -908 | -1.2% | -$28.22万 | 减仓 |
| META | META PLATFORMS INC CL A | $2,294.25万 | 1.58% | 40,100 | -529 | -1.3% | -$30.27万 | 减仓 |
| VUG | VANGUARD GROWTH ETF | $2,527.30万 | 1.74% | 57,861 | -406 | -0.7% | -$17.73万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2,580.24万 | 1.77% | 281,563 | 54,547 | 24.0% | $499.87万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $2,628.62万 | 1.81% | 445,303 | -2,902 | -0.6% | -$17.13万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $2,696.10万 | 1.85% | 564,984 | -21,819 | -3.7% | -$104.12万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2,716.80万 | 1.87% | 56,695 | -532 | -0.9% | -$25.49万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $2,814.03万 | 1.93% | 115,122 | -3,093 | -2.6% | -$75.61万 | 减仓 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $2,821.97万 | 1.94% | 392,979 | -120,136 | -23.4% | -$862.69万 | 减仓 |
| AMZN | AMAZON COM INC COM | $3,175.62万 | 2.18% | 152,476 | -2,225 | -1.4% | -$46.34万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $3,597.96万 | 2.47% | 206,305 | 826 | 0.4% | $14.41万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $3,605.20万 | 2.48% | 249,133 | 3,035 | 1.2% | $43.92万 | 加仓 |
| SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | $3,737.42万 | 2.57% | 951,725 | -79,547 | -7.7% | -$312.38万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $3,818.23万 | 2.62% | 565,412 | 4,223 | 0.8% | $28.52万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $4,033.32万 | 2.77% | 108,959 | 607 | 0.6% | $22.47万 | 加仓 |
| IVV | ISHARES CORE S&P 500 ETF | $5,942.30万 | 4.08% | 90,971 | 162 | 0.2% | $10.58万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $6,174.81万 | 4.24% | 214,731 | -7,781 | -3.5% | -$223.75万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $6,514.99万 | 4.48% | 647,227 | 166,941 | 34.8% | $1,680.43万 | 加仓 |
| AAPL | APPLE INC COM | $6,520.66万 | 4.48% | 256,931 | -4,338 | -1.7% | -$110.09万 | 减仓 |