Beacon Bridge Wealth Partners, LLC
LOWER GWYNEDD PA · SEC CIK 0001965468
$2.99亿2026Q1 申报市值
101持仓数
42.3%前十大占比 · 第一大 7.0%
9 / 3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
FLMI 加仓+$122.82万
SCHR 新建仓+$96.51万
XLV 新建仓+$67.90万
IEMG 加仓+$66.29万
TLH 加仓+$52.37万
2026Q1 卖出最多 按季末市值估算
MTUM 减仓-$85.41万
XLY 清仓-$77.20万
LMT 减仓-$60.45万
MBB 减仓-$43.20万
SCHI 减仓-$41.44万
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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T | $2,079.02万 | 6.96% | 31,968 | 326 | 1.0% | $21.20万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,551.25万 | 5.19% | 79,065 | 2,024 | 2.6% | $39.71万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $1,398.31万 | 4.68% | 240,341 | 3,950 | 1.7% | $22.98万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $1,344.88万 | 4.50% | 30,790 | 498 | 1.6% | $21.75万 | 加仓 |
| MUB | ISHARES TR | $1,247.41万 | 4.18% | 117,514 | 1,419 | 1.2% | $15.06万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,129.25万 | 3.78% | 18,898 | -261 | -1.4% | -$15.60万 | 减仓 |
| MBB | ISHARES TR | $1,074.78万 | 3.60% | 113,194 | -4,550 | -3.9% | -$43.20万 | 减仓 |
| IVV | ISHARES TR | $1,061.21万 | 3.55% | 16,246 | 297 | 1.9% | $19.40万 | 加仓 |
| IEMG | ISHARES INC | $918.74万 | 3.08% | 131,719 | 9,504 | 7.8% | $66.29万 | 加仓 |
| SPYG | SPDR SERIES TRUST | $845.23万 | 2.83% | 86,328 | 1,498 | 1.8% | $14.67万 | 加仓 |
| SCHG | SCHWAB STRATEGIC TR | $773.71万 | 2.59% | 265,605 | 11,486 | 4.5% | $33.46万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $751.15万 | 2.51% | 144,646 | -1,502 | -1.0% | -$7.80万 | 减仓 |
| EFV | ISHARES TR | $735.78万 | 2.46% | 98,961 | 703 | 0.7% | $5.23万 | 加仓 |
| QUAL | ISHARES TR | $669.52万 | 2.24% | 34,905 | 346 | 1.0% | $6.64万 | 加仓 |
| BDYN | BLACKROCK ETF TRUST | $619.40万 | 2.07% | 254,793 | -5,640 | -2.2% | -$13.71万 | 减仓 |
| IAU | ISHARES GOLD TR | $587.89万 | 1.97% | 66,685 | -119 | -0.2% | -$1.05万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $555.86万 | 1.86% | 176,856 | 1,988 | 1.1% | $6.25万 | 加仓 |
| BDVL | BLACKROCK ETF TRUST | $523.03万 | 1.75% | 212,183 | -4,561 | -2.1% | -$11.24万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $504.07万 | 1.69% | 203,337 | 49,546 | 32.2% | $122.82万 | 加仓 |
| BAI | BLACKROCK ETF TRUST | $482.31万 | 1.61% | 146,377 | 2,795 | 1.9% | $9.21万 | 加仓 |
| IAGG | ISHARES TR | $469.51万 | 1.57% | 93,827 | 1,177 | 1.3% | $5.89万 | 加仓 |
| MTUM | ISHARES TR | $457.37万 | 1.53% | 19,058 | -3,559 | -15.7% | -$85.41万 | 减仓 |
| DGRO | ISHARES TR | $443.72万 | 1.49% | 63,226 | 4,865 | 8.3% | $34.14万 | 加仓 |
| VB | VANGUARD INDEX FDS | $414.49万 | 1.39% | 15,825 | 145 | 0.9% | $3.80万 | 加仓 |
| SCHZ | SCHWAB STRATEGIC TR | $405.18万 | 1.36% | 174,497 | 476 | 0.3% | $1.11万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $391.45万 | 1.31% | 126,438 | 827 | 0.7% | $2.56万 | 加仓 |
| EVTR | MORGAN STANLEY ETF TRUST | $383.76万 | 1.28% | 75,617 | 1,512 | 2.0% | $7.67万 | 加仓 |
| IEFA | ISHARES TR | $332.22万 | 1.11% | 36,697 | -246 | -0.7% | -$2.23万 | 减仓 |
| SPTL | SPDR SERIES TRUST | $327.56万 | 1.10% | 124,549 | 4,754 | 4.0% | $12.50万 | 加仓 |
| GOVT | ISHARES TR | $305.89万 | 1.02% | 133,518 | 1,127 | 0.9% | $2.58万 | 加仓 |
| VO | VANGUARD INDEX FDS | $285.23万 | 0.95% | 9,932 | -711 | -6.7% | -$20.42万 | 减仓 |
| SCHI | SCHWAB STRATEGIC TR | $284.80万 | 0.95% | 125,574 | -18,273 | -12.7% | -$41.44万 | 减仓 |
| RPG | INVESCO EXCHANGE TRADED FD T | $281.93万 | 0.94% | 60,318 | -1,107 | -1.8% | -$5.17万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $275.79万 | 0.92% | 12,824 | -244 | -1.9% | -$5.25万 | 减仓 |
| IXUS | ISHARES TR | $275.60万 | 0.92% | 31,809 | 279 | 0.9% | $2.42万 | 加仓 |
| SYSB | ISHARES TR | $263.52万 | 0.88% | 29,609 | 827 | 2.9% | $7.36万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $245.11万 | 0.82% | 99,033 | 6,896 | 7.5% | $17.07万 | 加仓 |
| ITA | ISHARES TR | $227.13万 | 0.76% | 10,383 | 57 | 0.6% | $1.25万 | 加仓 |
| QQQ | INVESCO QQQ TR | $224.86万 | 0.75% | 3,896 | 54 | 1.4% | $3.12万 | 加仓 |
| TLH | ISHARES TR | $202.25万 | 0.68% | 20,080 | 5,200 | 34.9% | $52.37万 | 加仓 |
| EEMV | ISHARES INC | $199.67万 | 0.67% | 30,846 | -184 | -0.6% | -$1.19万 | 减仓 |
| XLF | SELECT SECTOR SPDR TR | $186.58万 | 0.62% | 37,792 | 239 | 0.6% | $1.18万 | 加仓 |
| IEUR | ISHARES TR | $186.33万 | 0.62% | 26,516 | 3,262 | 14.0% | $22.92万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $172.46万 | 0.58% | 26,913 | 59 | 0.2% | $3,781 | 加仓 |
| IYW | ISHARES TR | $168.74万 | 0.56% | 9,301 | -28 | -0.3% | -$5,080 | 减仓 |
| VTWO | VANGUARD SCOTTSDALE FDS | $166.11万 | 0.56% | 16,583 | -1,187 | -6.7% | -$11.89万 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $164.05万 | 0.55% | 8,050 | -127 | -1.6% | -$2.59万 | 减仓 |
| SPEM | SPDR INDEX SHS FDS | $155.18万 | 0.52% | 33,081 | 538 | 1.7% | $2.52万 | 加仓 |
| AVGO | BROADCOM INC | $153.55万 | 0.51% | 4,961 | 1 | 0.0% | $310 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $146.42万 | 0.49% | 2,374 | 63 | 2.7% | $3.89万 | 加仓 |
| AGG | ISHARES TR | $133.89万 | 0.45% | 13,487 | 204 | 1.5% | $2.03万 | 加仓 |
| IVW | ISHARES TR | $127.72万 | 0.43% | 11,292 | -26 | -0.2% | -$2,941 | 减仓 |
| SPTI | SPDR SERIES TRUST | $127.41万 | 0.43% | 44,455 | 108 | 0.2% | $3,095 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $123.03万 | 0.41% | 9,257 | 2,400 | 35.0% | $31.90万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $122.51万 | 0.41% | 7,025 | 14 | 0.2% | $2,441 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $122.41万 | 0.41% | 7,569 | 406 | 5.7% | $6.57万 | 加仓 |
| GOOGL | ALPHABET INC | $102.37万 | 0.34% | 3,560 | 6 | 0.2% | $1,725 | 加仓 |
| SCHR | SCHWAB STRATEGIC TR | $96.51万 | 0.32% | 38,744 | 38,744 | — | $96.51万 | 新建仓 |
| HIMU | BLACKROCK ETF TRUST II | $89.14万 | 0.30% | 18,579 | 1,645 | 9.7% | $7.89万 | 加仓 |
| GOOG | ALPHABET INC | $75.47万 | 0.25% | 2,631 | 4 | 0.2% | $1,147 | 加仓 |
| VXUS | VANGUARD STAR FDS | $75.41万 | 0.25% | 9,779 | -1,400 | -12.5% | -$10.80万 | 减仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $74.79万 | 0.25% | 9,947 | 419 | 4.4% | $3.15万 | 加仓 |
| TSLA | TESLA INC | $71.19万 | 0.24% | 1,915 | 255 | 15.4% | $9.48万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $69.63万 | 0.23% | 1,152 | -1,000 | -46.5% | -$60.45万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $67.90万 | 0.23% | 4,631 | 4,631 | — | $67.90万 | 新建仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $61.61万 | 0.21% | 7,772 | 0 | 0.0% | — | 不变 |
| SDY | SPDR SERIES TRUST | $61.40万 | 0.21% | 4,207 | 0 | 0.0% | — | 不变 |
| RING | ISHARES INC | $58.62万 | 0.20% | 7,422 | 187 | 2.6% | $1.48万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $58.48万 | 0.20% | 9,536 | -2,608 | -21.5% | -$15.99万 | 减仓 |
| MSFT | MICROSOFT CORP | $57.97万 | 0.19% | 1,566 | -23 | -1.4% | -$8,514 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $57.36万 | 0.19% | 1,950 | -40 | -2.0% | -$1.18万 | 减仓 |
| OEF | ISHARES TR | $54.04万 | 0.18% | 1,699 | -94 | -5.2% | -$2.99万 | 减仓 |
| SPGI | S&P GLOBAL INC | $53.01万 | 0.18% | 1,246 | 143 | 13.0% | $6.08万 | 加仓 |
| AMZN | AMAZON COM INC | $52.34万 | 0.18% | 2,513 | 26 | 1.0% | $5,415 | 加仓 |
| PG | PROCTER & GAMBLE CO | $48.73万 | 0.16% | 3,374 | 32 | 1.0% | $4,622 | 加仓 |
| HD | HOME DEPOT INC | $45.68万 | 0.15% | 1,389 | -4 | -0.3% | -$1,315 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $45.51万 | 0.15% | 1,816 | 11 | 0.6% | $2,756 | 加仓 |
| NCDL | NUVEEN CHURCHILL DIRECT LEND | $41.25万 | 0.14% | 32,432 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $40.60万 | 0.14% | 1,923 | 28 | 1.5% | $5,912 | 加仓 |
| OTF | BLUE OWL TECHNOLOGY FIN CORP | $40.51万 | 0.14% | 32,698 | 15,153 | 86.4% | $18.77万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $39.64万 | 0.13% | 1,622 | 17 | 1.1% | $4,154 | 加仓 |
| IGRO | ISHARES TR | $38.89万 | 0.13% | 4,643 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $35.21万 | 0.12% | 1,165 | 21 | 1.8% | $6,347 | 加仓 |
| BA | BOEING CO | $34.25万 | 0.11% | 1,721 | -6 | -0.3% | -$1,194 | 减仓 |
| FISV | FISERV INC | $32.61万 | 0.11% | 5,844 | -1,976 | -25.3% | -$11.03万 | 减仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $31.87万 | 0.11% | 2,843 | 2,843 | — | $31.87万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $31.85万 | 0.11% | 5,252 | 31 | 0.6% | $1,880 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $30.33万 | 0.10% | 633 | 7 | 1.1% | $3,354 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $27.71万 | 0.09% | 5,555 | 0 | 0.0% | — | 不变 |
| GLW | CORNING INC | $26.99万 | 0.09% | 1,985 | 1,985 | — | $26.99万 | 新建仓 |
| META | META PLATFORMS INC | $25.12万 | 0.08% | 439 | -18 | -3.9% | -$1.03万 | 减仓 |
| GEV | GE VERNOVA INC | $23.04万 | 0.08% | 264 | 264 | — | $23.04万 | 新建仓 |
| COWZ | PACER FDS TR | $22.62万 | 0.08% | 3,616 | 86 | 2.4% | $5,380 | 加仓 |
| CVX | CHEVRON CORPORATION | $22.21万 | 0.07% | 1,073 | 1,073 | — | $22.21万 | 新建仓 |
| VOYA | VOYA FINANCIAL INC | $21.98万 | 0.07% | 3,217 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $21.80万 | 0.07% | 237 | -8 | -3.3% | -$7,358 | 减仓 |
| EEM | ISHARES TR | $21.44万 | 0.07% | 3,775 | -112 | -2.9% | -$6,361 | 减仓 |
| HYS | PIMCO ETF TR | $21.04万 | 0.07% | 2,256 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $20.85万 | 0.07% | 7,192 | 7,192 | — | $20.85万 | 新建仓 |
| FNDF | SCHWAB STRATEGIC TR | $20.52万 | 0.07% | 4,193 | 4,193 | — | $20.52万 | 新建仓 |