BEACON FINANCIAL PLANNING, INC
HYANNIS MA · SEC CIK 0001966066
$2.58亿2026Q1 申报市值
76持仓数
62.3%前十大占比 · 第一大 13.8%
24 / 0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
QQQ 加仓+$433.17万
FNDF 加仓+$422.27万
IVV 加仓+$365.14万
WELL 加仓+$248.84万
QUAL 加仓+$204.70万
2026Q1 卖出最多 按季末市值估算
AKRE 减仓-$167.80万
ECL 减仓-$1.62万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| IBHG | ISHARES TR | $20.29万 | 0.08% | 9,168 | 9,168 | — | $20.29万 | 新建仓 |
| IBTJ | ISHARES TR | $20.90万 | 0.08% | 9,569 | 9,569 | — | $20.90万 | 新建仓 |
| IAU | ISHARES GOLD TR | $21.18万 | 0.08% | 2,402 | 2,402 | — | $21.18万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $21.41万 | 0.08% | 1,292 | 1,292 | — | $21.41万 | 新建仓 |
| TJX | TJX COS INC NEW | $22.41万 | 0.09% | 1,404 | 1,404 | — | $22.41万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $23.56万 | 0.09% | 1,310 | 1,310 | — | $23.56万 | 新建仓 |
| GOOGL | ALPHABET INC | $24.32万 | 0.09% | 846 | 846 | — | $24.32万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $24.87万 | 0.10% | 1,145 | 1,145 | — | $24.87万 | 新建仓 |
| ECL | ECOLAB INC | $25.72万 | 0.10% | 967 | -61 | -5.9% | -$1.62万 | 减仓 |
| IBDW | ISHARES TR | $25.89万 | 0.10% | 12,372 | 12,372 | — | $25.89万 | 新建仓 |
| MKL | MARKEL GROUP INC | $26.99万 | 0.10% | 141 | 141 | — | $26.99万 | 新建仓 |
| DIS | DISNEY WALT CO | $27.04万 | 0.10% | 2,806 | 576 | 25.8% | $5.55万 | 加仓 |
| IWF | ISHARES TR | $27.55万 | 0.11% | 646 | 646 | — | $27.55万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $29.74万 | 0.12% | 2,033 | 2,033 | — | $29.74万 | 新建仓 |
| IBDU | ISHARES TR | $31.88万 | 0.12% | 13,706 | 13,706 | — | $31.88万 | 新建仓 |
| BN | BROOKFIELD CORP | $35.06万 | 0.14% | 8,662 | 8,662 | — | $35.06万 | 新建仓 |
| IVE | ISHARES TR | $36.06万 | 0.14% | 1,708 | 250 | 17.1% | $5.28万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $37.12万 | 0.14% | 4,814 | 654 | 15.7% | $5.04万 | 加仓 |
| AVGO | BROADCOM INC | $37.46万 | 0.15% | 1,210 | 559 | 85.9% | $17.30万 | 重新持有 |
| NLR | VANECK ETF TRUST | $37.66万 | 0.15% | 2,828 | 2,828 | — | $37.66万 | 新建仓 |
| BAI | BLACKROCK ETF TRUST | $38.60万 | 0.15% | 11,715 | 11,715 | — | $38.60万 | 新建仓 |
| IBDS | ISHARES TR | $38.64万 | 0.15% | 15,941 | 15,941 | — | $38.64万 | 新建仓 |
| IBTI | ISHARES TR | $40.04万 | 0.16% | 17,969 | 17,969 | — | $40.04万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $42.00万 | 0.16% | 7,410 | 7,410 | — | $42.00万 | 新建仓 |
| IBDT | ISHARES TR | $42.21万 | 0.16% | 16,663 | 7,577 | 83.4% | $19.19万 | 加仓 |
| GOOG | ALPHABET INC | $49.27万 | 0.19% | 1,718 | 432 | 33.6% | $12.39万 | 加仓 |
| IBTH | ISHARES TR | $49.30万 | 0.19% | 21,979 | 21,979 | — | $49.30万 | 新建仓 |
| MINT | PIMCO ETF TR | $49.87万 | 0.19% | 4,958 | 4,958 | — | $49.87万 | 新建仓 |
| ESGD | ISHARES TR | $54.64万 | 0.21% | 5,714 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $55.99万 | 0.22% | 1,513 | 327 | 27.6% | $12.10万 | 加仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $57.26万 | 0.22% | 2,662 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $58.02万 | 0.22% | 2,786 | 1,503 | 117.1% | $31.30万 | 加仓 |
| IBTG | ISHARES TR | $65.36万 | 0.25% | 28,522 | 11,643 | 69.0% | $26.68万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $67.78万 | 0.26% | 1,552 | 682 | 78.4% | $29.79万 | 加仓 |
| EFA | ISHARES TR | $69.95万 | 0.27% | 7,202 | 4,977 | 223.7% | $48.34万 | 加仓 |
| IBDR | ISHARES TR | $76.18万 | 0.30% | 31,429 | 6,168 | 24.4% | $14.95万 | 加仓 |
| SMH | VANECK ETF TRUST | $83.80万 | 0.32% | 2,186 | 2,186 | — | $83.80万 | 新建仓 |
| VRT | VERTIV HOLDINGS CO | $84.64万 | 0.33% | 3,378 | 3,378 | — | $84.64万 | 新建仓 |
| IBHF | ISHARES TR | $87.83万 | 0.34% | 38,272 | 38,272 | — | $87.83万 | 新建仓 |
| VOT | VANGUARD INDEX FDS | $108.87万 | 0.42% | 4,230 | 227 | 5.7% | $5.84万 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $109.87万 | 0.43% | 39,450 | 4,218 | 12.0% | $11.75万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $115.15万 | 0.45% | 4,711 | 113 | 2.5% | $2.76万 | 加仓 |
| BOND | PIMCO ETF TR | $115.59万 | 0.45% | 12,526 | 167 | 1.4% | $1.54万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $118.19万 | 0.46% | 1,978 | 951 | 92.6% | $56.82万 | 加仓 |
| EFG | ISHARES TR | $130.15万 | 0.50% | 11,687 | 5,339 | 84.1% | $59.46万 | 加仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $133.58万 | 0.52% | 12,178 | 4,555 | 59.8% | $49.96万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $137.54万 | 0.53% | 12,251 | 32 | 0.3% | $3,593 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $168.86万 | 0.65% | 3,663 | 1,617 | 79.0% | $74.54万 | 加仓 |
| AAPL | APPLE INC | $178.74万 | 0.69% | 7,043 | 1,564 | 28.5% | $39.69万 | 加仓 |
| DGRO | ISHARES TR | $220.41万 | 0.85% | 31,406 | 10,129 | 47.6% | $71.08万 | 加仓 |
| PYLD | PIMCO ETF TR | $224.13万 | 0.87% | 85,546 | 38,954 | 83.6% | $102.06万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $248.60万 | 0.96% | 44,777 | 18,903 | 73.1% | $104.95万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $278.75万 | 1.08% | 15,984 | 2,744 | 20.7% | $47.85万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $284.33万 | 1.10% | 26,419 | 8,577 | 48.1% | $92.31万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $287.79万 | 1.11% | 55,419 | 25,203 | 83.4% | $130.88万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $350.30万 | 1.36% | 17,189 | 6,271 | 57.4% | $127.80万 | 加仓 |
| IXUS | ISHARES TR | $372.74万 | 1.44% | 43,022 | 3,278 | 8.2% | $28.40万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $408.74万 | 1.58% | 46,207 | 21,288 | 85.4% | $188.31万 | 加仓 |
| MTUM | ISHARES TR | $415.75万 | 1.61% | 17,324 | 8,396 | 94.0% | $201.49万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $419.22万 | 1.62% | 28,092 | 9,052 | 47.5% | $135.08万 | 加仓 |
| HYDB | ISHARES TR | $490.41万 | 1.90% | 105,420 | 32,199 | 44.0% | $149.79万 | 加仓 |
| SOXX | ISHARES TR | $501.64万 | 1.94% | 15,263 | 4,097 | 36.7% | $134.65万 | 加仓 |
| DYNF | BLACKROCK ETF TRUST | $524.08万 | 2.03% | 90,079 | 33,401 | 58.9% | $194.33万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $541.80万 | 2.10% | 102,517 | -31,751 | -23.6% | -$167.80万 | 减仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $556.50万 | 2.16% | 131,997 | 36,060 | 37.6% | $152.03万 | 加仓 |
| QUAL | ISHARES TR | $633.39万 | 2.45% | 33,022 | 10,672 | 47.7% | $204.70万 | 加仓 |
| TSLA | TESLA INC | $662.68万 | 2.57% | 17,826 | 219 | 1.2% | $8.14万 | 加仓 |
| WELL | WELLTOWER INC | $842.89万 | 3.26% | 42,632 | 12,586 | 41.9% | $248.84万 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $858.11万 | 3.32% | 279,698 | 66,223 | 31.0% | $203.17万 | 加仓 |
| VB | VANGUARD INDEX FDS | $919.11万 | 3.56% | 35,091 | 7,202 | 25.8% | $188.64万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $973.05万 | 3.77% | 207,784 | 13,167 | 6.8% | $61.66万 | 加仓 |
| IJH | ISHARES TR | $1,514.21万 | 5.86% | 224,228 | 24,755 | 12.4% | $167.17万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,024.42万 | 7.84% | 413,737 | 86,301 | 26.4% | $422.27万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,065.02万 | 8.00% | 43,093 | 4,257 | 11.0% | $204.00万 | 加仓 |
| QQQ | INVESCO QQQ TR | $2,652.30万 | 10.27% | 45,953 | 7,505 | 19.5% | $433.17万 | 加仓 |
| IVV | ISHARES TR | $3,563.43万 | 13.80% | 54,553 | 5,590 | 11.4% | $365.14万 | 加仓 |