Beacon Financial Strategies CORP
RALEIGH NC · SEC CIK 0002084239
$2.01亿2026Q2 申报市值
208持仓数
88.0%前十大占比 · 第一大 18.1%
37 / 6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
VTI 加仓+$55.69万
SFLR 新建仓+$53.96万
VCSH 加仓+$36.88万
QFLR 新建仓+$35.71万
VTV 加仓+$34.56万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$3.05万
MAA 清仓-$2.08万
IWM 减仓-$1.29万
PEP 减仓-$1.08万
VEU 减仓-$7,788
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 |
|---|---|---|---|---|---|---|---|---|
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -180 | -100.0% | -$3.05万 | 清仓 |
| MAA | MID-AMER APT CMNTYS INC | $0 | 0.00% | 0 | -170 | -100.0% | -$2.08万 | 清仓 |
| VOOG | VANGUARD ADMIRAL FDS INC | $0 | 0.00% | 0 | -84 | -100.0% | -$5,641 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -100 | -100.0% | -$2,588 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -20 | -100.0% | -$1,769 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $1 | 0.00% | 0 | 0 | — | -$1 | 清仓 |
| ANGI | ANGI INC | $215 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| VIGI | VANGUARD WHITEHALL FDS | $251 | 0.00% | 3 | 3 | — | $251 | 新建仓 |
| BA | BOEING CO | $650 | 0.00% | 3 | 0 | 0.0% | — | 不变 |
| — | HUMACYTE INC | $664 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $802 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC | $908 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| TRIP | TRIPADVISOR INC | $946 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $1,080 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $1,179 | 0.00% | 48 | 48 | — | $1,179 | 新建仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $1,235 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $1,254 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| DTIL | PRECISION BIOSCIENCES INC | $1,352 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| CHWY | CHEWY INC | $1,631 | 0.00% | 83 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1,882 | 0.00% | 61 | 61 | — | $1,882 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $2,067 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $2,168 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| FTRE | FORTREA HLDGS INC | $2,262 | 0.00% | 130 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD | $2,857 | 0.00% | 100 | 100 | — | $2,857 | 新建仓 |
| FISV | FISERV INC | $2,993 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| FSSL | FS SPECIALTY LENDING FD | $3,056 | 0.00% | 274 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $3,083 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| PPLI | PEOPLE INC | $3,186 | 0.00% | 69 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $3,522 | 0.00% | 59 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $3,668 | 0.00% | 106 | 106 | — | $3,668 | 新建仓 |
| OGN | ORGANON & CO | $3,832 | 0.00% | 283 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC | $3,837 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $3,858 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TM | TOYOTA MOTOR CORP | $4,211 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $4,222 | 0.00% | 200 | 0 | 0.0% | — | 不变 |
| KD | KYNDRYL HLDGS INC | $5,520 | 0.00% | 488 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW | $5,632 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS INC | $5,815 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| C | CITIGROUP INC | $6,998 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION ENTERTAINMENT IN | $7,142 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| SCHF | SCHWAB STRATEGIC TR | $7,147 | 0.00% | 258 | 0 | 0.0% | — | 不变 |
| UCB | UNITED CMNTY BKS BLAIRSVLE G | $8,176 | 0.00% | 233 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $8,354 | 0.00% | 601 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $9,210 | 0.00% | 128 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC | $1.06万 | 0.01% | 128 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $1.08万 | 0.01% | 44 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FGHT HLDG CO INC | $1.12万 | 0.01% | 74 | 74 | — | $1.12万 | 新建仓 |
| DHR | DANAHER CORP DEL | $1.14万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| SAM | BOSTON BEER INC | $1.17万 | 0.01% | 66 | 0 | 0.0% | — | 不变 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1.19万 | 0.01% | 150 | 0 | 0.0% | — | 不变 |
| DIS | DISNEY WALT CO | $1.29万 | 0.01% | 134 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL HLDGS INC | $1.38万 | 0.01% | 320 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $1.44万 | 0.01% | 55 | 0 | 0.0% | — | 不变 |
| IJJ | ISHARES TR | $1.45万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $1.46万 | 0.01% | 175 | 0 | 0.0% | — | 不变 |
| MGC | VANGUARD WORLD FD | $1.53万 | 0.01% | 56 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $1.64万 | 0.01% | 80 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $1.66万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| VTRS | VIATRIS INC | $1.67万 | 0.01% | 1,052 | 0 | 0.0% | — | 不变 |
| EFX | EQUIFAX INC | $1.70万 | 0.01% | 107 | 0 | 0.0% | — | 不变 |
| — | INNOVATOR ETFS TRUST | $1.74万 | 0.01% | 484 | 484 | — | $1.74万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $1.77万 | 0.01% | 69 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $1.81万 | 0.01% | 520 | 0 | 0.0% | — | 不变 |
| IJK | ISHARES TR | $1.83万 | 0.01% | 156 | 0 | 0.0% | — | 不变 |
| DEO | DIAGEO PLC | $1.89万 | 0.01% | 235 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $2.08万 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| PM | PHILIP MORRIS INTL INC | $2.15万 | 0.01% | 119 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $2.17万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP | $2.17万 | 0.01% | 125 | 0 | 0.0% | — | 不变 |
| XMLV | INVESCO EXCH TRADED FD TR II | $2.18万 | 0.01% | 329 | 329 | — | $2.18万 | 新建仓 |
| PPG | PPG INDS INC | $2.18万 | 0.01% | 180 | 0 | 0.0% | — | 不变 |
| EWJ | ISHARES INC | $2.33万 | 0.01% | 250 | 0 | 0.0% | — | 不变 |
| PSX | PHILLIPS 66 | $2.33万 | 0.01% | 138 | 0 | 0.0% | — | 不变 |
| SCHD | SCHWAB STRATEGIC TR | $2.36万 | 0.01% | 744 | 4 | 0.5% | $127 | 加仓 |
| AAP | ADVANCE AUTO PARTS INC | $2.45万 | 0.01% | 394 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2.51万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $2.53万 | 0.01% | 90 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $2.61万 | 0.01% | 200 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $2.69万 | 0.01% | 292 | 0 | 0.0% | — | 不变 |
| — | QORVO INC | $2.70万 | 0.01% | 289 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $2.81万 | 0.01% | 602 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $2.84万 | 0.01% | 103 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $3.06万 | 0.02% | 270 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $3.11万 | 0.02% | 551 | 0 | 0.0% | — | 不变 |
| SPIP | SPDR SERIES TRUST | $3.21万 | 0.02% | 1,251 | 1,251 | — | $3.21万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $3.22万 | 0.02% | 119 | 0 | 0.0% | — | 不变 |
| SPAB | SPDR SERIES TRUST | $3.26万 | 0.02% | 1,278 | 1,278 | — | $3.26万 | 新建仓 |
| D | DOMINION ENERGY INC | $3.28万 | 0.02% | 480 | 350 | 269.2% | $2.39万 | 加仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $3.28万 | 0.02% | 322 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $3.32万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $3.33万 | 0.02% | 80 | 0 | 0.0% | — | 不变 |
| JPST | J P MORGAN EXCHANGE TRADED F | $3.38万 | 0.02% | 668 | 668 | — | $3.38万 | 新建仓 |
| LMT | LOCKHEED MARTIN CORP | $3.57万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $3.57万 | 0.02% | 256 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $3.58万 | 0.02% | 320 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $3.61万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $3.64万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| SRLN | SSGA ACTIVE ETF TR | $3.73万 | 0.02% | 925 | 925 | — | $3.73万 | 新建仓 |
| MBB | ISHARES TR | $3.76万 | 0.02% | 398 | 398 | — | $3.76万 | 新建仓 |
| AEP | AMERICAN ELEC PWR CO INC | $3.76万 | 0.02% | 275 | 0 | 0.0% | — | 不变 |