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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $3,110.75万 | 17.66% | 96,966 | -3,174 | -3.2% | -$101.82万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $3,070.70万 | 17.43% | 790,195 | 0 | 0.0% | — | 不变 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,360.19万 | 13.40% | 297,741 | 9,229 | 3.2% | $73.16万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,735.52万 | 9.85% | 88,457 | -4,992 | -5.3% | -$97.94万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,500.38万 | 8.52% | 234,141 | 5,559 | 2.4% | $35.62万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,049.31万 | 5.96% | 40,062 | -1,249 | -3.0% | -$32.71万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,022.19万 | 5.80% | 35,594 | 24 | 0.1% | $6,892 | 加仓 |
| VXUS | VANGUARD STAR FDS | $997.09万 | 5.66% | 129,308 | 1,809 | 1.4% | $13.95万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $808.90万 | 4.59% | 138,179 | 2,048 | 1.5% | $11.99万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $157.70万 | 0.90% | 22,239 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $138.71万 | 0.79% | 6,660 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $73.66万 | 0.42% | 801 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $68.91万 | 0.39% | 2,306 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $63.85万 | 0.36% | 2,516 | -2 | -0.1% | -$508 | 减仓 |
| GSK | GSK PLC | $62.68万 | 0.36% | 11,358 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $61.13万 | 0.35% | 2,522 | -338 | -11.8% | -$8.19万 | 减仓 |
| IVV | ISHARES TR | $60.40万 | 0.34% | 925 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $54.22万 | 0.31% | 2,521 | -47 | -1.8% | -$1.01万 | 减仓 |
| IWD | ISHARES TR | $51.40万 | 0.29% | 2,405 | -51 | -2.1% | -$1.09万 | 减仓 |
| MRK | MERCK & CO INC | $45.64万 | 0.26% | 3,794 | 2 | 0.1% | $241 | 加仓 |
| GOOGL | ALPHABET INC | $41.45万 | 0.24% | 1,441 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $41.25万 | 0.23% | 2,125 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $40.45万 | 0.23% | 1,655 | 0 | 0.0% | — | 不变 |
| ISHG | ISHARES TR | $35.76万 | 0.20% | 4,820 | 0 | 0.0% | — | 不变 |
| DFCF | DIMENSIONAL ETF TRUST | $35.07万 | 0.20% | 8,306 | 1,835 | 28.4% | $7.75万 | 加仓 |
| HD | HOME DEPOT INC | $34.24万 | 0.19% | 1,041 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $33.94万 | 0.19% | 917 | -2 | -0.2% | -$740 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $32.29万 | 0.18% | 8,289 | 1 | 0.0% | $39 | 加仓 |
| KO | COCA COLA CO | $31.80万 | 0.18% | 4,181 | 0 | 0.0% | — | 不变 |
| VUG | VANGUARD INDEX FDS | $30.43万 | 0.17% | 697 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $27.50万 | 0.16% | 276 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $27.25万 | 0.15% | 2,958 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $25.26万 | 0.14% | 859 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $25.24万 | 0.14% | 880 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $24.13万 | 0.14% | 776 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $23.34万 | 0.13% | 3,008 | -2 | -0.1% | -$155 | 减仓 |
| PG | PROCTER & GAMBLE CO | $22.06万 | 0.13% | 1,528 | -102 | -6.3% | -$1.47万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $21.80万 | 0.12% | 1,250 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $21.66万 | 0.12% | 7,714 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $19.45万 | 0.11% | 1,406 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $18.36万 | 0.10% | 1,402 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $18.02万 | 0.10% | 6,187 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $17.55万 | 0.10% | 3,891 | 1 | 0.0% | $45 | 加仓 |
| ABBV | ABBVIE INC | $17.20万 | 0.10% | 791 | -1 | -0.1% | -$217 | 减仓 |
| HLN | HALEON PLC | $17.12万 | 0.10% | 19,888 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $16.17万 | 0.09% | 2,234 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $13.93万 | 0.08% | 861 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $13.60万 | 0.08% | 548 | 0 | 0.0% | — | 不变 |
| BSV | VANGUARD BD INDEX FDS | $13.36万 | 0.08% | 1,704 | -184 | -9.7% | -$1.44万 | 减仓 |
| HUM | HUMANA INC | $12.76万 | 0.07% | 736 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $11.85万 | 0.07% | 198 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $11.48万 | 0.07% | 555 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $11.38万 | 0.06% | 1,515 | 1 | 0.1% | $75 | 加仓 |
| PEP | PEPSICO INC | $10.99万 | 0.06% | 708 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $10.48万 | 0.06% | 955 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINL CORP | $9.89万 | 0.06% | 2,152 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $9.55万 | 0.05% | 292 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $9.43万 | 0.05% | 2,298 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $8.69万 | 0.05% | 338 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTL INC | $8.27万 | 0.05% | 832 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $7.78万 | 0.04% | 136 | -3 | -2.2% | -$1,716 | 减仓 |
| T | AT&T INC | $7.54万 | 0.04% | 2,601 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $7.47万 | 0.04% | 489 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $7.40万 | 0.04% | 1,519 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $7.08万 | 0.04% | 100 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $7.03万 | 0.04% | 685 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $6.75万 | 0.04% | 350 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $6.31万 | 0.04% | 1,166 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $5.88万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP | $5.58万 | 0.03% | 200 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $5.35万 | 0.03% | 2,100 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $5.29万 | 0.03% | 148 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $5.26万 | 0.03% | 661 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $4.82万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $4.75万 | 0.03% | 258 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $4.66万 | 0.03% | 520 | 0 | 0.0% | — | 不变 |
| — | WELLS FARGO & CO | $4.62万 | 0.03% | 40 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $4.61万 | 0.03% | 195 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $4.53万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $4.29万 | 0.02% | 708 | -3 | -0.4% | -$182 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $4.23万 | 0.02% | 70 | 0 | 0.0% | — | 不变 |
| PLD | PROLOGIS INC. | $4.10万 | 0.02% | 310 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $4.00万 | 0.02% | 340 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3.81万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $3.73万 | 0.02% | 387 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $3.72万 | 0.02% | 205 | 0 | 0.0% | — | 不变 |
| AEP | AMERICAN ELEC PWR CO INC | $3.60万 | 0.02% | 275 | 0 | 0.0% | — | 不变 |
| XEL | XCEL ENERGY INC | $3.57万 | 0.02% | 450 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $3.55万 | 0.02% | 280 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3.48万 | 0.02% | 167 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $3.47万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $3.45万 | 0.02% | 142 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $3.42万 | 0.02% | 515 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $3.36万 | 0.02% | 270 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP | $3.17万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL WKS INC | $3.10万 | 0.02% | 119 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $3.05万 | 0.02% | 180 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $2.95万 | 0.02% | 602 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $2.91万 | 0.02% | 320 | 0 | 0.0% | — | 不变 |
| HIW | HIGHWOODS PPTYS INC | $2.78万 | 0.02% | 1,300 | 0 | 0.0% | — | 不变 |