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 |
|---|---|---|---|---|---|---|---|---|
| VTI | VANGUARD INDEX FDS | $3,643.82万 | 18.11% | 98,471 | 1,505 | 1.6% | $55.69万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $3,504.75万 | 17.42% | 790,070 | -125 | -0.0% | -$5,545 | 减仓 |
| VCSH | VANGUARD SCOTTSDALE FDS | $2,389.92万 | 11.88% | 302,407 | 4,666 | 1.6% | $36.88万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $1,962.31万 | 9.75% | 90,043 | 1,586 | 1.8% | $34.56万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $1,675.44万 | 8.33% | 235,150 | 1,009 | 0.4% | $7.19万 | 加仓 |
| VB | VANGUARD INDEX FDS | $1,230.85万 | 6.12% | 40,606 | 544 | 1.4% | $16.49万 | 加仓 |
| VO | VANGUARD INDEX FDS | $1,171.61万 | 5.82% | 145,415 | 3,039 | 2.1% | $24.49万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $1,115.26万 | 5.54% | 130,455 | 1,147 | 0.9% | $9.81万 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $820.20万 | 4.08% | 140,927 | 2,748 | 2.0% | $15.99万 | 加仓 |
| DFUS | DIMENSIONAL ETF TRUST | $182.23万 | 0.91% | 22,239 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $161.36万 | 0.80% | 6,770 | 110 | 1.7% | $2.62万 | 加仓 |
| LLY | ELI LILLY & CO | $96.06万 | 0.48% | 801 | 0 | 0.0% | — | 不变 |
| VV | VANGUARD INDEX FDS | $78.72万 | 0.39% | 2,289 | -17 | -0.7% | -$5,846 | 减仓 |
| AAPL | APPLE INC | $75.98万 | 0.38% | 2,626 | 110 | 4.4% | $3.18万 | 加仓 |
| IVV | ISHARES TR | $74.41万 | 0.37% | 994 | 69 | 7.5% | $5.17万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $70.92万 | 0.35% | 2,522 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $66.11万 | 0.33% | 2,794 | 273 | 10.8% | $6.46万 | 加仓 |
| TXN | TEXAS INSTRS INC | $63.34万 | 0.31% | 2,125 | 0 | 0.0% | — | 不变 |
| GSK | GSK PLC | $59.54万 | 0.30% | 11,358 | 0 | 0.0% | — | 不变 |
| IWD | ISHARES TR | $58.07万 | 0.29% | 2,395 | -10 | -0.4% | -$2,425 | 减仓 |
| GOOGL | ALPHABET INC | $55.64万 | 0.28% | 1,557 | 116 | 8.0% | $4.15万 | 加仓 |
| SFLR | INNOVATOR ETFS TRUST | $53.96万 | 0.27% | 13,987 | 13,987 | — | $53.96万 | 新建仓 |
| MRK | MERCK & CO INC | $48.78万 | 0.24% | 3,796 | 2 | 0.1% | $257 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $43.27万 | 0.22% | 1,704 | 49 | 3.0% | $1.24万 | 加仓 |
| DFCF | DIMENSIONAL ETF TRUST | $37.08万 | 0.18% | 8,784 | 478 | 5.8% | $2.02万 | 加仓 |
| HD | HOME DEPOT INC | $36.71万 | 0.18% | 1,041 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $36.26万 | 0.18% | 972 | 55 | 6.0% | $2.05万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $36.00万 | 0.18% | 4,180 | -2 | -0.0% | -$172 | 减仓 |
| ISHG | ISHARES TR | $35.79万 | 0.18% | 4,820 | 0 | 0.0% | — | 不变 |
| QFLR | INNOVATOR ETFS TRUST | $35.71万 | 0.18% | 9,789 | 9,789 | — | $35.71万 | 新建仓 |
| CSCO | CISCO SYS INC | $35.33万 | 0.18% | 3,008 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $34.20万 | 0.17% | 8,291 | 2 | 0.0% | $83 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $34.20万 | 0.17% | 1,045 | 186 | 21.7% | $6.09万 | 加仓 |
| KO | COCA COLA CO | $33.98万 | 0.17% | 4,181 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $33.76万 | 0.17% | 9,837 | 9,837 | — | $33.76万 | 新建仓 |
| GOOG | ALPHABET INC | $31.09万 | 0.15% | 880 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $29.24万 | 0.15% | 736 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $29.09万 | 0.14% | 2,958 | 0 | 0.0% | — | 不变 |
| DFAU | DIMENSIONAL ETF TRUST | $28.17万 | 0.14% | 5,451 | 1,560 | 40.1% | $8.06万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $25.82万 | 0.13% | 276 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $25.04万 | 0.12% | 1,252 | 2 | 0.2% | $400 | 加仓 |
| VOO | VANGUARD INDEX FDS | $23.72万 | 0.12% | 345 | 147 | 74.2% | $10.11万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $23.31万 | 0.12% | 7,110 | 7,110 | — | $23.31万 | 新建仓 |
| SCHG | SCHWAB STRATEGIC TR | $23.19万 | 0.12% | 6,852 | 665 | 10.7% | $2.25万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $22.40万 | 0.11% | 1,528 | 0 | 0.0% | — | 不变 |
| VT | VANGUARD INTL EQUITY INDEX F | $22.07万 | 0.11% | 1,406 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $21.72万 | 0.11% | 295 | 295 | — | $21.72万 | 新建仓 |
| — | INNOVATOR ETFS TRUST | $21.38万 | 0.11% | 4,030 | 4,030 | — | $21.38万 | 新建仓 |
| MCD | MCDONALDS CORP | $20.98万 | 0.10% | 776 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $19.90万 | 0.10% | 791 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $18.58万 | 0.09% | 7,714 | 0 | 0.0% | — | 不变 |
| RY | ROYAL BK CDA | $17.82万 | 0.09% | 861 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $17.75万 | 0.09% | 1,402 | 0 | 0.0% | — | 不变 |
| BIV | VANGUARD BD INDEX FDS | $17.68万 | 0.09% | 2,305 | 2,305 | — | $17.68万 | 新建仓 |
| OMFL | INVESCO EXCH TRD SLF IDX FD | $16.78万 | 0.08% | 2,448 | 2,448 | — | $16.78万 | 新建仓 |
| HLN | HALEON PLC | $15.95万 | 0.08% | 19,888 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $15.55万 | 0.08% | 508 | 170 | 50.3% | $5.21万 | 加仓 |
| IWM | ISHARES TR | $15.18万 | 0.08% | 505 | -43 | -7.8% | -$1.29万 | 减仓 |
| BSV | VANGUARD BD INDEX FDS | $13.28万 | 0.07% | 1,704 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $12.41万 | 0.06% | 2,234 | 0 | 0.0% | — | 不变 |
| VEU | VANGUARD INTL EQUITY INDEX F | $11.91万 | 0.06% | 1,422 | -93 | -6.1% | -$7,788 | 减仓 |
| AFL | AFLAC INC | $11.20万 | 0.06% | 955 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $10.92万 | 0.05% | 2,298 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL INC NEW | $10.82万 | 0.05% | 292 | 0 | 0.0% | — | 不变 |
| VOE | VANGUARD INDEX FDS | $10.73万 | 0.05% | 543 | 285 | 110.5% | $5.63万 | 加仓 |
| TFC | TRUIST FINL CORP | $10.72万 | 0.05% | 2,152 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $10.65万 | 0.05% | 100 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $9.72万 | 0.05% | 1,016 | 629 | 162.5% | $6.02万 | 加仓 |
| RPM | RPM INTL INC | $9.25万 | 0.05% | 832 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $9.20万 | 0.05% | 555 | 0 | 0.0% | — | 不变 |
| BAC | BANK OF AMER CORP | $8.65万 | 0.04% | 1,519 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $8.50万 | 0.04% | 628 | -80 | -11.3% | -$1.08万 | 减仓 |
| CGGR | CAPITAL GROUP GROWTH ETF | $8.02万 | 0.04% | 1,700 | 1,700 | — | $8.02万 | 新建仓 |
| GLD | SPDR GOLD TR | $7.92万 | 0.04% | 215 | 215 | — | $7.92万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $7.88万 | 0.04% | 1,600 | 1,600 | — | $7.88万 | 新建仓 |
| AGG | ISHARES TR | $7.85万 | 0.04% | 793 | 793 | — | $7.85万 | 新建仓 |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | $7.70万 | 0.04% | 1,820 | 1,820 | — | $7.70万 | 新建仓 |
| NVS | NOVARTIS AG | $7.66万 | 0.04% | 489 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $7.66万 | 0.04% | 136 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $6.64万 | 0.03% | 350 | 0 | 0.0% | — | 不变 |
| ENB | ENBRIDGE INC | $6.32万 | 0.03% | 1,166 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $6.22万 | 0.03% | 170 | 170 | — | $6.22万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $6.22万 | 0.03% | 685 | 0 | 0.0% | — | 不变 |
| JAAA | JANUS DETROIT STR TR | $5.96万 | 0.03% | 1,181 | 1,181 | — | $5.96万 | 新建仓 |
| BINC | BLACKROCK ETF TRUST II | $5.91万 | 0.03% | 1,129 | 1,129 | — | $5.91万 | 新建仓 |
| ORCL | ORACLE CORP | $5.86万 | 0.03% | 400 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $5.71万 | 0.03% | 235 | 235 | — | $5.71万 | 新建仓 |
| T | AT&T INC | $5.70万 | 0.03% | 2,753 | 152 | 5.8% | $3,146 | 加仓 |
| SDY | SPDR SERIES TRUST | $5.63万 | 0.03% | 370 | 370 | — | $5.63万 | 新建仓 |
| AGEM | ABRDN FDS | $5.52万 | 0.03% | 1,119 | 1,119 | — | $5.52万 | 新建仓 |
| WFC | WELLS FARGO & CO | $5.46万 | 0.03% | 661 | 0 | 0.0% | — | 不变 |
| AMX | AMERICA MOVIL SAB DE CV | $5.46万 | 0.03% | 2,100 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE INC | $5.32万 | 0.03% | 440 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $5.31万 | 0.03% | 520 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $5.17万 | 0.03% | 205 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $5.15万 | 0.03% | 150 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $5.03万 | 0.02% | 130 | 0 | 0.0% | — | 不变 |
| FALN | ISHARES TR | $4.97万 | 0.02% | 1,825 | 1,825 | — | $4.97万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $4.97万 | 0.02% | 200 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $4.82万 | 0.02% | 515 | 0 | 0.0% | — | 不变 |