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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $75.98万 | 0.38% | 2,626 | 110 | 4.4% | $3.18万 | 加仓 |
| VV | VANGUARD INDEX FDS | $78.72万 | 0.39% | 2,289 | -17 | -0.7% | -$5,846 | 减仓 |
| LLY | ELI LILLY & CO | $96.06万 | 0.48% | 801 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $161.36万 | 0.80% | 6,770 | 110 | 1.7% | $2.62万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $182.23万 | 0.91% | 22,239 | 0 | 0.0% | — | 不变 |
| VGSH | VANGUARD SCOTTSDALE FDS | $820.20万 | 4.08% | 140,927 | 2,748 | 2.0% | $15.99万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,115.26万 | 5.54% | 130,455 | 1,147 | 0.9% | $9.81万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,171.61万 | 5.82% | 145,415 | 3,039 | 2.1% | $24.49万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,230.85万 | 6.12% | 40,606 | 544 | 1.4% | $16.49万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,675.44万 | 8.33% | 235,150 | 1,009 | 0.4% | $7.19万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,962.31万 | 9.75% | 90,043 | 1,586 | 1.8% | $34.56万 | 加仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,389.92万 | 11.88% | 302,407 | 4,666 | 1.6% | $36.88万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,504.75万 | 17.42% | 790,070 | -125 | -0.0% | -$5,545 | 减仓 |
| VTI | VANGUARD INDEX FDS | $3,643.82万 | 18.11% | 98,471 | 1,505 | 1.6% | $55.69万 | 加仓 |