Beacon Financial Strategies CORP
RALEIGH NC · SEC CIK 0002084239
$1.76亿2026Q1 申报市值
176持仓数
89.8%前十大占比 · 第一大 17.7%
1 / 8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
VCSH 加仓+$73.16万
VEA 加仓+$35.62万
VXUS 加仓+$13.95万
VGSH 加仓+$11.99万
DFCF 加仓+$7.75万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$101.82万
VTV 减仓-$97.94万
VB 减仓-$32.71万
IBM 减仓-$8.19万
SCHB 清仓-$6.43万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHB | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -2,453 | -100.0% | -$6.43万 | 清仓 |
| VHT | VANGUARD WORLD FD | $0 | 0.00% | 0 | -61 | -100.0% | -$1.76万 | 清仓 |
| FXH | FIRST TR EXCHANGE TRADED FD | $0 | 0.00% | 0 | -150 | -100.0% | -$1.71万 | 清仓 |
| VZ | VERIZON COMMUNICATIONS INC | $0 | 0.00% | 0 | -278 | -100.0% | -$1.13万 | 清仓 |
| VNQ | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -85 | -100.0% | -$7,522 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -98 | -100.0% | -$6,514 | 清仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $0 | 0.00% | 0 | -73 | -100.0% | -$3,528 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| ANGI | ANGI INC | $247 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| — | HUMACYTE INC | $516 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| BA | BOEING CO | $598 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $690 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $736 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $829 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| DTIL | PRECISION BIOSCIENCES INC | $946 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $977 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,167 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $1,225 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1,494 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| OGN | ORGANON & CO | $1,696 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $1,745 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO CORP | $1,769 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,171 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $2,241 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP | $2,588 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC | $2,763 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,189 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $3,203 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $3,404 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $3,428 | 0.00% | 274 | 274 | — | $3,428 | 新建仓 |
| YUM | YUM BRANDS INC | $3,732 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $3,740 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $4,546 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $4,831 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $5,153 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| VOOG | VANGUARD ADMIRAL FDS INC | $5,641 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $5,671 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $5,948 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $6,076 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $6,386 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $6,403 | 0.00% | 488 | -16 | -3.2% | -$210 | 减仓 |
| F | FORD MTR CO | $6,936 | 0.00% | 601 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $7,338 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| D | DOMINION ENERGY INC | $8,037 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $8,447 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $9,056 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1.09万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $1.13万 | 0.01% | 256 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $1.14万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $1.20万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $1.29万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.29万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $1.30万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $1.32万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $1.42万 | 0.01% | 1,052 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.45万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $1.52万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $1.57万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP INC | $1.59万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $1.74万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1.75万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $1.77万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $1.78万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $1.88万 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $1.92万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| PPG | PPG INDS INC | $1.92万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $1.93万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $1.94万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.94万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $1.97万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| MAA | MID-AMER APT CMNTYS INC | $2.08万 | 0.01% | 170 | 0 | 0.0% | — | 不变 |
| AAP | ADVANCE AUTO PARTS INC | $2.08万 | 0.01% | 394 | 0 | 0.0% | — | 不变 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $2.10万 | 0.01% | 322 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $2.11万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $2.16万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $2.24万 | 0.01% | 289 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2.27万 | 0.01% | 740 | -1,397 | -65.4% | -$4.29万 | 减仓 |
| INTU | INTUIT | $2.38万 | 0.01% | 55 | -23 | -29.5% | -$9,945 | 减仓 |
| TGT | TARGET CORP | $2.42万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.46万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $2.51万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $2.56万 | 0.01% | 551 | -434 | -44.1% | -$2.02万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $2.74万 | 0.02% | 292 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $2.75万 | 0.02% | 103 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $2.78万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $2.91万 | 0.02% | 320 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $2.95万 | 0.02% | 602 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $3.05万 | 0.02% | 180 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $3.10万 | 0.02% | 119 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $3.17万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $3.36万 | 0.02% | 270 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $3.42万 | 0.02% | 515 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $3.45万 | 0.02% | 142 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $3.47万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.48万 | 0.02% | 167 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $3.55万 | 0.02% | 280 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $3.57万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $3.60万 | 0.02% | 275 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $3.72万 | 0.02% | 205 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $3.73万 | 0.02% | 387 | 0 | 0.0% | — | 不变 |