BEACON FINANCIAL PLANNING, INC
HYANNIS MA · SEC CIK 0001966066
$2.95亿2026Q2 申报市值
85持仓数
61.6%前十大占比 · 第一大 13.5%
12 / 3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
MTUM 加仓+$134.39万
BAI 加仓+$73.62万
SCHD 加仓+$64.98万
JEPQ 加仓+$60.05万
IDMO 新建仓+$56.05万
2026Q2 卖出最多 按季末市值估算
AKRE 减仓-$359.47万
IVV 减仓-$100.50万
BRK/B 减仓-$96.83万
GTO 减仓-$73.60万
BOND 减仓-$38.52万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,984.92万 | 13.53% | 53,211 | -1,342 | -2.5% | -$100.50万 | 减仓 |
| QQQ | INVESCO QQQ TR | $3,346.89万 | 11.36% | 45,449 | -504 | -1.1% | -$37.11万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $2,190.25万 | 7.44% | 415,135 | 1,398 | 0.3% | $7.38万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2,059.51万 | 6.99% | 41,158 | -1,935 | -4.5% | -$96.83万 | 减仓 |
| IJH | ISHARES TR | $1,698.87万 | 5.77% | 220,317 | -3,911 | -1.7% | -$30.16万 | 减仓 |
| VB | VANGUARD INDEX FDS | $1,085.06万 | 3.68% | 35,796 | 705 | 2.0% | $21.37万 | 加仓 |
| WELL | WELLTOWER INC | $968.20万 | 3.29% | 42,657 | 25 | 0.1% | $5,674 | 加仓 |
| SOXX | ISHARES TR | $960.78万 | 3.26% | 14,994 | -269 | -1.8% | -$17.24万 | 减仓 |
| SCHD | SCHWAB STRATEGIC TR | $951.90万 | 3.23% | 300,191 | 20,493 | 7.3% | $64.98万 | 加仓 |
| GTO | INVESCO ACTIVELY MANAGED EXC | $900.29万 | 3.06% | 192,081 | -15,703 | -7.6% | -$73.60万 | 减仓 |
| TSLA | TESLA INC | $751.82万 | 2.55% | 17,875 | 49 | 0.3% | $2.06万 | 加仓 |
| MTUM | ISHARES TR | $728.30万 | 2.47% | 21,244 | 3,920 | 22.6% | $134.39万 | 加仓 |
| QUAL | ISHARES TR | $721.27万 | 2.45% | 32,870 | -152 | -0.5% | -$3.34万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $628.23万 | 2.13% | 92,373 | 2,294 | 2.5% | $15.60万 | 加仓 |
| XSHQ | INVESCO EXCH TRADED FD TR II | $605.11万 | 2.05% | 125,141 | -6,856 | -5.2% | -$33.15万 | 减仓 |
| HYDB | ISHARES TR | $548.22万 | 1.86% | 117,216 | 11,796 | 11.2% | $55.17万 | 加仓 |
| VFQY | VANGUARD WELLINGTON FD | $442.04万 | 1.50% | 25,958 | -2,134 | -7.6% | -$36.34万 | 减仓 |
| VIGI | VANGUARD WHITEHALL FDS | $434.36万 | 1.47% | 46,515 | 308 | 0.7% | $2.88万 | 加仓 |
| IXUS | ISHARES TR | $433.61万 | 1.47% | 45,432 | 2,410 | 5.6% | $23.00万 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $390.72万 | 1.33% | 17,824 | 635 | 3.7% | $13.92万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $335.24万 | 1.14% | 54,547 | 9,770 | 21.8% | $60.05万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $331.79万 | 1.13% | 16,582 | 598 | 3.7% | $11.97万 | 加仓 |
| SPGP | INVESCO EXCHANGE TRADED FD T | $293.83万 | 1.00% | 24,028 | -2,391 | -9.1% | -$29.24万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $292.20万 | 0.99% | 55,828 | 409 | 0.7% | $2.14万 | 加仓 |
| DGRO | ISHARES TR | $251.35万 | 0.85% | 33,163 | 1,757 | 5.6% | $13.32万 | 加仓 |
| PYLD | PIMCO ETF TR | $230.49万 | 0.78% | 86,911 | 1,365 | 1.6% | $3.62万 | 加仓 |
| AAPL | APPLE INC | $211.72万 | 0.72% | 7,317 | 274 | 3.9% | $7.93万 | 加仓 |
| AKRE | PROFESIONALLY MANAGED PORTFO | $185.81万 | 0.63% | 34,934 | -67,583 | -65.9% | -$359.47万 | 减仓 |
| VONG | VANGUARD SCOTTSDALE FDS | $173.22万 | 0.59% | 13,553 | 1,375 | 11.3% | $17.57万 | 加仓 |
| ESGV | VANGUARD WORLD FD | $162.35万 | 0.55% | 12,277 | 26 | 0.2% | $3,438 | 加仓 |
| EFG | ISHARES TR | $148.40万 | 0.50% | 11,927 | 240 | 2.1% | $2.99万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $145.79万 | 0.49% | 3,666 | 3 | 0.1% | $1,193 | 加仓 |
| SMH | VANECK ETF TRUST | $135.94万 | 0.46% | 2,073 | -113 | -5.2% | -$7.41万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $135.38万 | 0.46% | 25,679 | 13,964 | 119.2% | $73.62万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $133.12万 | 0.45% | 1,938 | -40 | -2.0% | -$2.75万 | 减仓 |
| VOT | VANGUARD INDEX FDS | $129.70万 | 0.44% | 4,234 | 4 | 0.1% | $1,225 | 加仓 |
| FNDX | SCHWAB STRATEGIC TR | $123.60万 | 0.42% | 39,741 | 291 | 0.7% | $9,050 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $116.99万 | 0.40% | 4,606 | -105 | -2.2% | -$2.67万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $111.97万 | 0.38% | 3,344 | -34 | -1.0% | -$1.14万 | 减仓 |
| IBHF | ISHARES TR | $87.96万 | 0.30% | 38,834 | 562 | 1.5% | $1.27万 | 加仓 |
| MINT | PIMCO ETF TR | $84.89万 | 0.29% | 8,420 | 3,462 | 69.8% | $34.90万 | 加仓 |
| IBDR | ISHARES TR | $84.05万 | 0.29% | 34,689 | 3,260 | 10.4% | $7.90万 | 加仓 |
| IBDS | ISHARES TR | $78.70万 | 0.27% | 32,494 | 16,553 | 103.8% | $40.09万 | 加仓 |
| BOND | PIMCO ETF TR | $76.99万 | 0.26% | 8,349 | -4,177 | -33.3% | -$38.52万 | 减仓 |
| EFA | ISHARES TR | $74.21万 | 0.25% | 7,144 | -58 | -0.8% | -$6,025 | 减仓 |
| AMZN | AMAZON COM INC | $70.74万 | 0.24% | 2,968 | 182 | 6.5% | $4.34万 | 加仓 |
| IBTG | ISHARES TR | $65.84万 | 0.22% | 28,766 | 244 | 0.9% | $5,585 | 加仓 |
| VUG | VANGUARD INDEX FDS | $65.67万 | 0.22% | 7,623 | -1,689 | -18.1% | -$14.55万 | 减仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $63.00万 | 0.21% | 2,662 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $61.37万 | 0.21% | 1,645 | 132 | 8.7% | $4.92万 | 加仓 |
| IBDT | ISHARES TR | $61.33万 | 0.21% | 24,288 | 7,625 | 45.8% | $19.25万 | 加仓 |
| GOOG | ALPHABET INC | $60.25万 | 0.20% | 1,705 | -13 | -0.8% | -$4,594 | 减仓 |
| ESGD | ISHARES TR | $59.67万 | 0.20% | 5,804 | 90 | 1.6% | $9,253 | 加仓 |
| IDMO | INVESCO EXCH TRADED FD TR II | $56.05万 | 0.19% | 9,297 | 9,297 | — | $56.05万 | 新建仓 |
| IBTH | ISHARES TR | $49.45万 | 0.17% | 22,106 | 127 | 0.6% | $2,841 | 加仓 |
| AVGO | BROADCOM INC | $48.27万 | 0.16% | 1,278 | 68 | 5.6% | $2.57万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $41.27万 | 0.14% | 4,827 | 13 | 0.3% | $1,111 | 加仓 |
| IBTI | ISHARES TR | $40.02万 | 0.14% | 18,077 | 108 | 0.6% | $2,391 | 加仓 |
| IBDU | ISHARES TR | $39.30万 | 0.13% | 16,969 | 3,263 | 23.8% | $7.56万 | 加仓 |
| IVE | ISHARES TR | $38.91万 | 0.13% | 1,714 | 6 | 0.4% | $1,362 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $38.75万 | 0.13% | 6,861 | -549 | -7.4% | -$3.10万 | 减仓 |
| BN | BROOKFIELD CORP | $36.89万 | 0.13% | 8,662 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $36.62万 | 0.12% | 1,025 | 179 | 21.2% | $6.40万 | 加仓 |
| IWF | ISHARES TR | $33.78万 | 0.11% | 2,721 | 137 | 5.3% | $1.70万 | 加仓 |
| NLR | VANECK ETF TRUST | $33.72万 | 0.11% | 2,908 | 80 | 2.8% | $9,278 | 加仓 |
| IBHG | ISHARES TR | $31.68万 | 0.11% | 14,346 | 5,178 | 56.5% | $11.43万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $31.37万 | 0.11% | 540 | 540 | — | $31.37万 | 新建仓 |
| VBR | VANGUARD INDEX FDS | $27.85万 | 0.09% | 1,146 | 1 | 0.1% | $243 | 加仓 |
| MKL | MARKEL GROUP INC | $27.73万 | 0.09% | 142 | 1 | 0.7% | $1,953 | 加仓 |
| DIS | DISNEY WALT CO | $27.34万 | 0.09% | 2,841 | 35 | 1.2% | $3,368 | 加仓 |
| IBDW | ISHARES TR | $27.20万 | 0.09% | 13,051 | 679 | 5.5% | $1.42万 | 加仓 |
| ECL | ECOLAB INC | $26.96万 | 0.09% | 968 | 1 | 0.1% | $279 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $24.47万 | 0.08% | 212 | 212 | — | $24.47万 | 新建仓 |
| PWR | QUANTA SVCS INC | $24.34万 | 0.08% | 338 | 338 | — | $24.34万 | 新建仓 |
| VOX | VANGUARD WORLD FD | $24.10万 | 0.08% | 1,310 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $23.34万 | 0.08% | 10,705 | 10,705 | — | $23.34万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $22.85万 | 0.08% | 1,293 | 1 | 0.1% | $177 | 加仓 |
| IEMG | ISHARES INC | $22.53万 | 0.08% | 2,720 | 2,720 | — | $22.53万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.89万 | 0.07% | 778 | 778 | — | $21.89万 | 新建仓 |
| THRO | BLACKROCK ETF TRUST | $21.82万 | 0.07% | 5,062 | 5,062 | — | $21.82万 | 新建仓 |
| TJX | TJX COS INC NEW | $21.64万 | 0.07% | 1,429 | 25 | 1.8% | $3,786 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $21.39万 | 0.07% | 3,002 | 3,002 | — | $21.39万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $20.61万 | 0.07% | 1,406 | 1,406 | — | $20.61万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $20.46万 | 0.07% | 553 | 553 | — | $20.46万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $20.33万 | 0.07% | 621 | 621 | — | $20.33万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,033 | -100.0% | -$29.74万 | 清仓 |
| IAU | ISHARES GOLD TR | $0 | 0.00% | 0 | -2,402 | -100.0% | -$21.18万 | 清仓 |
| IBTJ | ISHARES TR | $0 | 0.00% | 0 | -9,569 | -100.0% | -$20.90万 | 清仓 |