Beacon Bridge Wealth Partners, LLC
LOWER GWYNEDD PA · SEC CIK 0001965468
$3.51亿2026Q2 申报市值
105持仓数
42.0%前十大占比 · 第一大 8.6%
9 / 8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
SPY 加仓+$644.31万
EFG 重新持有+$542.45万
IALT 新建仓+$494.78万
GOVT 加仓+$440.59万
BLCR 新建仓+$403.08万
2026Q2 卖出最多 按季末市值估算
QUAL 减仓-$586.27万
IEMG 减仓-$295.65万
VTV 减仓-$287.06万
EFV 减仓-$249.02万
BINC 减仓-$144.43万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -38,744 | -100.0% | -$96.51万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,631 | -100.0% | -$67.90万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -1,246 | -100.0% | -$53.01万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -5,844 | -100.0% | -$32.61万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -1,073 | -100.0% | -$22.21万 | 清仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -3,775 | -100.0% | -$21.44万 | 清仓 |
| HYS | PIMCO ETF TR | $0 | 0.00% | 0 | -2,256 | -100.0% | -$21.04万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -7,192 | -100.0% | -$20.85万 | 清仓 |
| VYM | VANGUARD WHITEHALL FDS | $20.24万 | 0.06% | 1,281 | 1,281 | — | $20.24万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $20.60万 | 0.06% | 1,100 | 1,100 | — | $20.60万 | 新建仓 |
| SPYD | SPDR SERIES TRUST | $20.64万 | 0.06% | 4,326 | 4,326 | — | $20.64万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $22.12万 | 0.06% | 4,193 | 0 | 0.0% | — | 不变 |
| COWZ | PACER FDS TR | $22.34万 | 0.06% | 3,591 | -25 | -0.7% | -$1,555 | 减仓 |
| GEV | GE VERNOVA INC | $25.14万 | 0.07% | 214 | -50 | -18.9% | -$5.87万 | 减仓 |
| GE | GE AEROSPACE | $25.19万 | 0.07% | 674 | 3 | 0.4% | $1,121 | 重新持有 |
| META | META PLATFORMS INC | $26.76万 | 0.08% | 475 | 36 | 8.2% | $2.03万 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $26.97万 | 0.08% | 5,332 | -223 | -4.0% | -$1.13万 | 减仓 |
| COHR | COHERENT CORP | $27.61万 | 0.08% | 700 | 700 | — | $27.61万 | 新建仓 |
| CSL | CARLISLE COS INC | $28.00万 | 0.08% | 772 | 772 | — | $28.00万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $29.12万 | 0.08% | 3,217 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $29.41万 | 0.08% | 2,504 | -272 | -9.8% | -$3.19万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $30.14万 | 0.09% | 5,230 | -22 | -0.4% | -$1,268 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.62万 | 0.09% | 612 | -21 | -3.3% | -$1.05万 | 减仓 |
| LLY | ELI LILLY & CO | $35.26万 | 0.10% | 294 | 57 | 24.1% | $6.84万 | 加仓 |
| BA | BOEING CO | $37.30万 | 0.11% | 1,723 | 2 | 0.1% | $433 | 加仓 |
| V | VISA INC | $39.28万 | 0.11% | 1,145 | -20 | -1.7% | -$6,862 | 减仓 |
| IVE | ISHARES TR | $39.33万 | 0.11% | 1,732 | -191 | -9.9% | -$4.34万 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $39.67万 | 0.11% | 564 | -1,810 | -76.2% | -$127.30万 | 减仓 |
| IGRO | ISHARES TR | $40.83万 | 0.12% | 4,643 | 0 | 0.0% | — | 不变 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $41.13万 | 0.12% | 33,113 | 681 | 2.1% | $8,458 | 加仓 |
| RING | ISHARES INC | $41.38万 | 0.12% | 6,406 | -1,016 | -13.7% | -$6.56万 | 减仓 |
| SPGI | S&P GLOBAL INC | $43.20万 | 0.12% | 1,061 | 1,061 | — | $43.20万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $44.18万 | 0.13% | 1,740 | 118 | 7.3% | $3.00万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $44.92万 | 0.13% | 2,781 | -62 | -2.2% | -$1.00万 | 减仓 |
| GLW | CORNING INC | $49.25万 | 0.14% | 1,928 | -57 | -2.9% | -$1.46万 | 减仓 |
| HD | HOME DEPOT INC | $49.77万 | 0.14% | 1,411 | 22 | 1.6% | $7,760 | 加仓 |
| PG | PROCTER & GAMBLE CO | $52.69万 | 0.15% | 3,593 | 219 | 6.5% | $3.21万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $53.95万 | 0.15% | 6,827 | -945 | -12.2% | -$7.47万 | 减仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $55.03万 | 0.16% | 53,168 | 20,470 | 62.6% | $21.19万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $58.70万 | 0.17% | 1,152 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $61.20万 | 0.17% | 1,641 | 75 | 4.8% | $2.80万 | 加仓 |
| OEF | ISHARES TR | $62.16万 | 0.18% | 1,699 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $62.71万 | 0.18% | 2,631 | 118 | 4.7% | $2.81万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $63.52万 | 0.18% | 1,897 | 81 | 4.5% | $2.71万 | 加仓 |
| SDY | SPDR SERIES TRUST | $64.02万 | 0.18% | 4,207 | 0 | 0.0% | — | 不变 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $66.42万 | 0.19% | 9,189 | -347 | -3.6% | -$2.51万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $73.42万 | 0.21% | 2,243 | 293 | 15.0% | $9.59万 | 加仓 |
| TSLA | TESLA INC | $81.30万 | 0.23% | 1,933 | 18 | 0.9% | $7,571 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $89.86万 | 0.26% | 9,973 | 26 | 0.3% | $2,343 | 加仓 |
| GOOG | ALPHABET INC | $96.42万 | 0.27% | 2,729 | 98 | 3.7% | $3.46万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $98.58万 | 0.28% | 2,664 | 2,034 | 322.9% | $75.27万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $106.88万 | 0.30% | 37,647 | -6,808 | -15.3% | -$19.33万 | 减仓 |
| AGG | ISHARES TR | $117.19万 | 0.33% | 11,840 | -1,647 | -12.2% | -$16.30万 | 减仓 |
| HIMU | BLACKROCK ETF TRUST II | $117.46万 | 0.33% | 23,586 | 5,007 | 26.9% | $24.93万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $132.65万 | 0.38% | 15,516 | 5,737 | 58.7% | $49.05万 | 加仓 |
| GOOGL | ALPHABET INC | $135.06万 | 0.38% | 3,779 | 219 | 6.2% | $7.83万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $136.44万 | 0.39% | 7,366 | -203 | -2.7% | -$3.76万 | 减仓 |
| IYW | ISHARES TR | $141.12万 | 0.40% | 5,595 | -3,706 | -39.8% | -$93.48万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $145.47万 | 0.41% | 7,270 | 245 | 3.5% | $4.90万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $145.63万 | 0.41% | 7,644 | -1,613 | -17.4% | -$30.73万 | 减仓 |
| IVW | ISHARES TR | $152.51万 | 0.43% | 11,089 | -203 | -1.8% | -$2.79万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $160.78万 | 0.46% | 29,990 | -7,802 | -20.6% | -$41.83万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $162.05万 | 0.46% | 31,296 | -1,785 | -5.4% | -$9.24万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $174.18万 | 0.50% | 7,946 | -104 | -1.3% | -$2.28万 | 减仓 |
| IEUR | ISHARES TR | $178.89万 | 0.51% | 23,798 | -2,718 | -10.3% | -$20.43万 | 减仓 |
| QUAL | ISHARES TR | $179.65万 | 0.51% | 8,187 | -26,718 | -76.5% | -$586.27万 | 减仓 |
| AVGO | BROADCOM INC | $187.44万 | 0.53% | 4,962 | 1 | 0.0% | $378 | 加仓 |
| TLH | ISHARES TR | $196.87万 | 0.56% | 19,618 | -462 | -2.3% | -$4.64万 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $200.42万 | 0.57% | 16,506 | -77 | -0.5% | -$9,349 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $200.79万 | 0.57% | 39,409 | 39,409 | — | $200.79万 | 新建仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $229.34万 | 0.65% | 32,188 | 5,275 | 19.6% | $37.58万 | 加仓 |
| EEMV | ISHARES INC | $248.26万 | 0.71% | 32,978 | 2,132 | 6.9% | $16.05万 | 加仓 |
| SCHI | SCHWAB STRATEGIC TR | $273.98万 | 0.78% | 121,017 | -4,557 | -3.6% | -$10.32万 | 减仓 |
| QQQ | INVESCO QQQ TR | $285.56万 | 0.81% | 3,878 | -18 | -0.5% | -$1.33万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $295.58万 | 0.84% | 112,686 | -11,863 | -9.5% | -$31.12万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $302.35万 | 0.86% | 12,778 | -46 | -0.4% | -$1.09万 | 减仓 |
| SYSB | ISHARES TR | $302.59万 | 0.86% | 34,108 | 4,499 | 15.2% | $39.91万 | 加仓 |
| VO | VANGUARD INDEX FDS | $308.99万 | 0.88% | 38,351 | -1,377 | -3.5% | -$11.09万 | 减仓 |
| IXUS | ISHARES TR | $320.91万 | 0.91% | 33,625 | 1,816 | 5.7% | $17.33万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $339.07万 | 0.97% | 122,407 | 23,374 | 23.6% | $64.75万 | 加仓 |
| IEFA | ISHARES TR | $343.95万 | 0.98% | 35,613 | -1,084 | -3.0% | -$10.47万 | 减仓 |
| IAU | ISHARES GOLD TR | $364.73万 | 1.04% | 48,302 | -18,383 | -27.6% | -$138.81万 | 减仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $374.95万 | 1.07% | 73,940 | -1,677 | -2.2% | -$8.50万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $387.98万 | 1.11% | 60,765 | 447 | 0.7% | $2.85万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $403.08万 | 1.15% | 80,024 | 80,024 | — | $403.08万 | 新建仓 |
| ITA | ISHARES TR | $448.86万 | 1.28% | 18,516 | 8,133 | 78.3% | $197.16万 | 加仓 |
| DGRO | ISHARES TR | $460.79万 | 1.31% | 60,798 | -2,428 | -3.8% | -$18.40万 | 减仓 |
| SCHM | SCHWAB STRATEGIC TR | $483.38万 | 1.38% | 131,105 | 4,667 | 3.7% | $17.21万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $494.78万 | 1.41% | 176,392 | 176,392 | — | $494.78万 | 新建仓 |
| EFV | ISHARES TR | $508.53万 | 1.45% | 66,431 | -32,530 | -32.9% | -$249.02万 | 减仓 |
| IAGG | ISHARES TR | $509.91万 | 1.45% | 100,772 | 6,945 | 7.4% | $35.14万 | 加仓 |
| VB | VANGUARD INDEX FDS | $511.95万 | 1.46% | 16,889 | 1,064 | 6.7% | $32.25万 | 加仓 |
| MTUM | ISHARES TR | $522.47万 | 1.49% | 15,240 | -3,818 | -20.0% | -$130.89万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $531.83万 | 1.52% | 169,913 | -6,943 | -3.9% | -$21.73万 | 减仓 |
| BDVL | BLACKROCK ETF TRUST | $540.18万 | 1.54% | 207,920 | -4,263 | -2.0% | -$11.08万 | 减仓 |
| EFG | ISHARES TR | $569.94万 | 1.62% | 45,808 | 43,598 | 1,972.8% | $542.45万 | 重新持有 |
| BINC | BLACKROCK ETF TRUST II | $612.65万 | 1.75% | 117,051 | -27,595 | -19.1% | -$144.43万 | 减仓 |
| SCHZ | SCHWAB STRATEGIC TR | $677.63万 | 1.93% | 292,966 | 118,469 | 67.9% | $274.02万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $708.00万 | 2.02% | 255,226 | 433 | 0.2% | $1.20万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $737.46万 | 2.10% | 139,883 | -6,494 | -4.4% | -$34.24万 | 减仓 |