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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC CAP STK CL A | $7,583.37万 | 4.83% | 212,200 | -2,531 | -1.2% | -$90.45万 | 减仓 |
| AAPL | APPLE INC COM | $7,384.14万 | 4.70% | 255,189 | -1,742 | -0.7% | -$50.41万 | 减仓 |
| IVV | ISHARES CORE S&P 500 ETF | $6,598.71万 | 4.20% | 88,113 | -2,858 | -3.1% | -$214.03万 | 减仓 |
| IJH | ISHARES CORE S&P MID-CAP ETF | $4,553.77万 | 2.90% | 590,555 | 25,143 | 4.4% | $193.88万 | 加仓 |
| IJT | ISHARES S&P SMALL-CAP 600 GROWTH ETF | $4,456.51万 | 2.84% | 249,525 | 392 | 0.2% | $7.00万 | 加仓 |
| NVDA | NVIDIA CORPORATION COM | $4,199.09万 | 2.67% | 209,860 | 3,555 | 1.7% | $71.13万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $4,135.92万 | 2.63% | 110,877 | 1,918 | 1.8% | $71.54万 | 加仓 |
| SAMT | STRATEGAS MACRO THEMATIC OPPORTUNITIES ETF | $3,897.31万 | 2.48% | 816,446 | -135,279 | -14.2% | -$645.75万 | 减仓 |
| AMZN | AMAZON COM INC COM | $3,606.78万 | 2.30% | 151,329 | -1,147 | -0.8% | -$27.34万 | 减仓 |
| — | FIDELITY FUNDAMENTAL GLOBAL EX-U.S. ETF | $3,118.59万 | 1.99% | 896,663 | 201,897 | 29.1% | $702.20万 | 加仓 |
| VUG | VANGUARD GROWTH ETF | $2,959.44万 | 1.88% | 343,561 | -3,605 | -1.0% | -$31.05万 | 减仓 |
| SGOV | ISHARES 0-3 MONTH TREASURY BOND ETF | $2,910.50万 | 1.85% | 289,113 | -358,114 | -55.3% | -$3,605.13万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2,843.83万 | 1.81% | 56,832 | 137 | 0.2% | $6.86万 | 加仓 |
| JNJ | JOHNSON & JOHNSON COM | $2,824.54万 | 1.80% | 111,216 | -3,906 | -3.4% | -$99.20万 | 减仓 |
| AIS | VISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETF | $2,733.68万 | 1.74% | 320,441 | -30,979 | -8.8% | -$264.28万 | 减仓 |
| — | ISHARES IBONDS 1-5 YEAR TREASURY LADDER ETF | $2,684.84万 | 1.71% | 1,069,444 | 928,483 | 658.7% | $2,330.96万 | 加仓 |
| VOO | VANGUARD S&P 500 ETF | $2,624.68万 | 1.67% | 38,216 | 3,169 | 9.0% | $217.65万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN FUND | $2,312.60万 | 1.47% | 453,008 | 7,705 | 1.7% | $39.33万 | 加仓 |
| JPEF | JPMORGAN EQUITY FOCUS ETF | $2,290.96万 | 1.46% | 285,193 | -107,786 | -27.4% | -$865.85万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN | $2,268.40万 | 1.44% | 563,859 | -1,125 | -0.2% | -$4.53万 | 减仓 |
| META | META PLATFORMS INC CL A | $2,267.37万 | 1.44% | 40,252 | 152 | 0.4% | $8.56万 | 加仓 |
| FRDM | FREEDOM 100 EMERGING MARKETS ETF | $2,244.58万 | 1.43% | 307,898 | -5,245 | -1.7% | -$38.24万 | 减仓 |
| WCMI | FIRST TRUST WCM INTERNATIONAL EQUITY ETF | $2,244.36万 | 1.43% | 1,146,836 | 379,576 | 49.5% | $742.83万 | 加仓 |
| FFLC | FIDELITY FUNDAMENTAL LARGE CAP CORE ETF | $2,188.67万 | 1.39% | 371,527 | 371,527 | — | $2,188.67万 | 新建仓 |
| V | VISA INC COM CL A | $2,112.53万 | 1.35% | 61,574 | -1,131 | -1.8% | -$38.80万 | 减仓 |
| BIL | STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF | $2,093.47万 | 1.33% | 228,445 | -53,118 | -18.9% | -$486.77万 | 减仓 |
| MCD | MCDONALDS CORP COM | $1,982.04万 | 1.26% | 73,325 | -54 | -0.1% | -$1.46万 | 减仓 |
| APLU | ALLSPRING CORE PLUS ETF | $1,794.29万 | 1.14% | 729,424 | 18,102 | 2.5% | $44.53万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $1,759.02万 | 1.12% | 77,555 | -1,384 | -1.8% | -$31.39万 | 减仓 |
| EMBX | VANECK EMERGING MARKETS BOND ETF | $1,658.33万 | 1.06% | 323,198 | 37,408 | 13.1% | $191.94万 | 加仓 |
| DGRO | ISHARES CORE DIVIDEND GROWTH ETF | $1,521.84万 | 0.97% | 200,797 | 2,571 | 1.3% | $19.49万 | 加仓 |
| RDVI | FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF | $1,489.52万 | 0.95% | 506,641 | 1,414 | 0.3% | $4.16万 | 加仓 |
| RAAX | VANECK REAL ASSETS ETF | $1,400.22万 | 0.89% | 352,968 | -10,155 | -2.8% | -$40.28万 | 减仓 |
| CLOI | VANECK CLO ETF | $1,347.53万 | 0.86% | 254,492 | 30,959 | 13.8% | $163.93万 | 加仓 |
| — | VISTASHARES ELECTRIFICATION SUPERCYCLE ETF | $1,316.09万 | 0.84% | 424,682 | 398,135 | 1,499.7% | $1,233.82万 | 加仓 |
| PEP | PEPSICO INC COM | $1,312.98万 | 0.84% | 96,971 | -512 | -0.5% | -$6.93万 | 减仓 |
| XNTK | STATE STREET SPDR NYSE TECHNOLOGY ETF | $1,184.01万 | 0.75% | 30,309 | 30,309 | — | $1,184.01万 | 新建仓 |
| FDN | FIRST TRUST DOW JONES INTERNET INDEX FUND | $1,149.15万 | 0.73% | 43,410 | -742 | -1.7% | -$19.64万 | 减仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1,136.24万 | 0.72% | 249,612 | -9,122 | -3.5% | -$41.52万 | 减仓 |
| AIRR | FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF | $1,088.28万 | 0.69% | 81,672 | 81,672 | — | $1,088.28万 | 新建仓 |
| HDV | ISHARES CORE HIGH DIVIDEND ETF | $1,027.27万 | 0.65% | 374,778 | -1,962 | -0.5% | -$5.38万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $1,014.39万 | 0.65% | 28,709 | -737 | -2.5% | -$26.04万 | 减仓 |
| PRIV | STATE STREET IG PUBLIC & PRIVATE CREDIT ETF | $979.58万 | 0.62% | 389,109 | 58,204 | 17.6% | $146.53万 | 加仓 |
| JGRO | JPMORGAN ACTIVE GROWTH ETF | $966.45万 | 0.62% | 98,027 | -1,219 | -1.2% | -$12.02万 | 减仓 |
| SCIO | FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF | $882.82万 | 0.56% | 427,102 | 76,168 | 21.7% | $157.44万 | 加仓 |
| DVY | ISHARES SELECT DIVIDEND ETF | $870.80万 | 0.55% | 55,713 | -814 | -1.4% | -$12.72万 | 减仓 |
| FTRB | FEDERATED HERMES TOTAL RETURN BOND ETF | $819.69万 | 0.52% | 326,633 | 52,317 | 19.1% | $131.29万 | 加仓 |
| MOAT | VANECK MORNINGSTAR WIDE MOAT ETF | $807.78万 | 0.51% | 77,701 | -2,547 | -3.2% | -$26.48万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC COM | $807.08万 | 0.51% | 58,993 | -106 | -0.2% | -$1.45万 | 减仓 |
| GMOI | GMO INTERNATIONAL VALUE ETF | $748.98万 | 0.48% | 199,831 | 199,831 | — | $748.98万 | 新建仓 |
| ABT | ABBOTT LABORATORIES COM | $728.61万 | 0.46% | 80,297 | 11,114 | 16.1% | $100.85万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $710.84万 | 0.45% | 16,404 | 77 | 0.5% | $3.34万 | 加仓 |
| VTV | VANGUARD VALUE ETF | $678.04万 | 0.43% | 31,113 | -2,872 | -8.5% | -$62.59万 | 减仓 |
| VRIG | INVESCO VARIABLE RATE INVESTMENT GRADE ETF | $668.59万 | 0.43% | 266,688 | 21,960 | 9.0% | $55.05万 | 加仓 |
| FTEC | FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF | $634.91万 | 0.40% | 22,232 | -2,148 | -8.8% | -$61.34万 | 减仓 |
| LLY | ELI LILLY & CO COM | $570.93万 | 0.36% | 4,760 | 79 | 1.7% | $9.48万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR | $530.80万 | 0.34% | 175,936 | -386 | -0.2% | -$1.16万 | 减仓 |
| SPYM | STATE STREET SPDR PORTFOLIO S&P 500 ETF | $529.93万 | 0.34% | 60,302 | -1,520 | -2.5% | -$13.36万 | 减仓 |
| JPM | JPMORGAN CHASE & CO COM | $529.71万 | 0.34% | 16,183 | 207 | 1.3% | $6.78万 | 加仓 |
| TJX | TJX COS INC NEW COM | $484.38万 | 0.31% | 31,972 | -31 | -0.1% | -$4,697 | 减仓 |
| — | VISTASHARES TARGET 15 BERKSHIRE SELECT INCOME ETF | $475.46万 | 0.30% | 257,841 | 2,150 | 0.8% | $3.96万 | 加仓 |
| AVGO | BROADCOM INC COM | $440.55万 | 0.28% | 11,663 | 218 | 1.9% | $8.23万 | 加仓 |
| CRM | SALESFORCE INC COM | $439.87万 | 0.28% | 28,078 | -3,972 | -12.4% | -$62.23万 | 减仓 |
| SMH | VANECK SEMICONDUCTOR ETF | $430.59万 | 0.27% | 6,565 | -65 | -1.0% | -$4.26万 | 减仓 |
| SPY | STATE STREET SPDR S&P 500 ETF | $426.32万 | 0.27% | 5,709 | 682 | 13.6% | $50.93万 | 加仓 |
| SCHX | SCHWAB U.S. LARGE-CAP ETF | $425.14万 | 0.27% | 144,460 | -713 | -0.5% | -$2.10万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $423.11万 | 0.27% | 7,284 | 68 | 0.9% | $3.95万 | 加仓 |
| IJR | ISHARES CORE S&P SMALL CAP ETF | $421.40万 | 0.27% | 28,414 | -20 | -0.1% | -$2,966 | 减仓 |
| VV | VANGUARD LARGE-CAP ETF | $415.15万 | 0.26% | 12,072 | -67 | -0.6% | -$2.30万 | 减仓 |
| BAC | BANK OF AMER CORP COM | $409.58万 | 0.26% | 71,882 | 234 | 0.3% | $1.33万 | 加仓 |
| NEE | NEXTERA ENERGY INC COM | $399.71万 | 0.25% | 45,541 | 8,651 | 23.5% | $75.93万 | 加仓 |
| WCN | WASTE CONNECTIONS INC COM | $387.69万 | 0.25% | 23,258 | -9,682 | -29.4% | -$161.39万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TRUST ETF | $376.48万 | 0.24% | 145,081 | -1,866 | -1.3% | -$4.84万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $374.90万 | 0.24% | 8,689 | 5 | 0.1% | $2,157 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $364.30万 | 0.23% | 9,845 | -1,620 | -14.1% | -$59.95万 | 减仓 |
| PM | PHILIP MORRIS INTL INC COM | $362.14万 | 0.23% | 20,018 | 523 | 2.7% | $9.46万 | 加仓 |
| IWF | ISHARES RUSSELL 1000 GROWTH ETF | $327.96万 | 0.21% | 26,412 | 32 | 0.1% | $3,973 | 加仓 |
| GD | GENERAL DYNAMICS CORP COM | $325.83万 | 0.21% | 9,198 | -451 | -4.7% | -$15.98万 | 减仓 |
| CVX | CHEVRON CORPORATION COM | $315.48万 | 0.20% | 19,032 | -1,052 | -5.2% | -$17.44万 | 减仓 |
| JPIE | JPMORGAN INCOME ETF | $307.41万 | 0.20% | 66,756 | 49,977 | 297.9% | $230.14万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION COM | $306.70万 | 0.20% | 3,279 | -7 | -0.2% | -$6,547 | 减仓 |
| FUTY | FIDELITY MSCI UTILITIES INDEX ETF | $306.15万 | 0.19% | 52,404 | -952 | -1.8% | -$5.56万 | 减仓 |
| RDVY | FIRST TRUST RISING DIVIDEND ACHIEVERS ETF | $298.83万 | 0.19% | 36,865 | -887 | -2.3% | -$7.19万 | 减仓 |
| DE | DEERE & CO COM | $296.97万 | 0.19% | 4,682 | -47 | -1.0% | -$2.98万 | 减仓 |
| BOBS | BOBS DISC FURNITURE INC COM SHS | $296.21万 | 0.19% | 187,240 | 187,240 | — | $296.21万 | 新建仓 |
| VO | VANGUARD MID-CAP ETF | $291.36万 | 0.19% | 36,162 | 526 | 1.5% | $4.24万 | 加仓 |
| UCON | FIRST TRUST SMITH UNCONSTRAINED BOND ETF | $285.19万 | 0.18% | 114,627 | 4,208 | 3.8% | $10.47万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $279.87万 | 0.18% | 8,274 | -47 | -0.6% | -$1.59万 | 减仓 |
| QQQ | INVESCO QQQ TRUST SERIES I | $271.98万 | 0.17% | 3,693 | 517 | 16.3% | $38.08万 | 加仓 |
| VB | VANGUARD SMALL-CAP ETF | $256.74万 | 0.16% | 8,470 | -187 | -2.2% | -$5.67万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $253.21万 | 0.16% | 2,194 | 445 | 25.4% | $51.36万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $245.75万 | 0.16% | 16,759 | -403 | -2.3% | -$5.91万 | 减仓 |
| SCHG | SCHWAB U.S. LARGE-CAP GROWTH ETF | $241.71万 | 0.15% | 71,426 | -635 | -0.9% | -$2.15万 | 减仓 |
| XOM | EXXONMOBIL HOLDINGS CORP COM SHS | $229.89万 | 0.15% | 16,815 | 16,815 | — | $229.89万 | 新建仓 |
| QCOM | QUALCOMM INC COM | $228.93万 | 0.15% | 12,389 | -21 | -0.2% | -$3,881 | 减仓 |
| HD | HOME DEPOT INC COM | $221.87万 | 0.14% | 6,291 | -265 | -4.0% | -$9.35万 | 减仓 |
| SCHM | SCHWAB U.S. MID-CAP ETF | $217.80万 | 0.14% | 59,073 | -827 | -1.4% | -$3.05万 | 减仓 |
| INTC | INTEL CORP COM | $216.61万 | 0.14% | 15,513 | -779 | -4.8% | -$10.88万 | 减仓 |
| TDVG | T. ROWE PRICE DIVIDEND GROWTH ETF | $204.91万 | 0.13% | 41,792 | -2,361 | -5.3% | -$11.58万 | 减仓 |
| XLP | STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF | $204.52万 | 0.13% | 24,621 | -64 | -0.3% | -$5,316 | 减仓 |