13F 机构持仓

BETO FINANCIAL GROUP, LLC

BOISE ID · SEC CIK 0002104828

2026Q22026Q1 更早 9 个季度 🔒
$1.90亿2026Q2 申报市值
154持仓数
38.8%前十大占比 · 第一大 9.6%
13 / 11新建仓 / 清仓
申报市值走势$1.90亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

CGUS 9.6%
IVW 5.3%
CGMU 4.4%
CGXU 4.1%
DYNF 3.2%
BRTR 2.8%
IEMG 2.7%
MU 2.5%
IVE 2.2%
FBND 2.0%

2026Q2 买入最多 按季末市值估算

CGUS 加仓+$1,033.89万
IALT 新建仓+$233.06万
BRTR 加仓+$181.33万
DYNF 加仓+$145.44万
MEAR 新建仓+$134.24万

2026Q2 卖出最多 按季末市值估算

HDV 减仓-$353.70万
JQUA 减仓-$231.58万
IAGG 减仓-$120.43万
IVE 减仓-$112.52万
JCPB 减仓-$93.87万

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
BPRE BLUEROCK PVT REAL ESTATE FD $00.00%0 -17,264-100.0% -$27.93万 清仓
GE GE AEROSPACE $00.00%0 -922-100.0% -$27.90万 清仓
IGF ISHARES TR $00.00%0 -4,086-100.0% -$27.42万 清仓
XLU SELECT SECTOR SPDR TR $00.00%0 -5,844-100.0% -$26.37万 清仓
IBM INTERNATIONAL BUSINESS MACHS $00.00%0 -934-100.0% -$21.60万 清仓
FDX FEDEX CORP $00.00%0 -553-100.0% -$20.79万 清仓
GEV GE VERNOVA INC $00.00%0 -198-100.0% -$20.70万 清仓
NEE NEXTERA ENERGY INC $00.00%0 -2,200-100.0% -$20.53万 清仓
FYX FIRST TR EXCHANGE-TRADED ALP $00.00%0 -1,529-100.0% -$20.35万 清仓
VZ VERIZON COMMUNICATIONS INC $00.00%0 -4,313-100.0% -$20.31万 清仓
XLG INVESCO EXCHANGE TRADED FD T $00.00%0 -3,218-100.0% -$20.09万 清仓
LUMN LUMEN TECHNOLOGIES INC $10.51万0.06%16,480 00.0% — 不变
LLY ELI LILLY & CO $20.30万0.11%177 177— $20.30万 新建仓
VOD VODAFONE GROUP PLC $21.28万0.11%13,818 3542.6% $5,452 加仓
QCLN FIRST TR EXCHANGE-TRADED FD $22.45万0.12%4,381 -167-3.7% -$8,559 减仓
CB CHUBB LIMITED $22.81万0.12%647 -17-2.6% -$5,993 减仓
GWW WW GRAINGER INC $22.90万0.12%167 00.0% — 不变
RTX RTX CORPORATION $22.98万0.12%1,182 191.6% $3,694 加仓
FXZ FIRST TR EXCHANGE-TRADED FD $23.11万0.12%3,077 00.0% — 不变
QCOM QUALCOMM INC $23.50万0.12%1,380 282.1% $4,769 加仓
FAN FIRST TR EXCHANGE-TRADED FD $23.69万0.12%9,832 00.0% — 不变
SYK STRYKER CORPORATION $24.29万0.13%761 -28-3.5% -$8,936 减仓
FIW FIRST TR EXCHANGE-TRADED FD $24.37万0.13%2,278 00.0% — 不变
APD AIR PRODUCTS AND CHEMICALS I $24.41万0.13%823 70.9% $2,076 加仓
SPY STATE STR SPDR S&P 500 ETF T $24.41万0.13%329 41.2% $2,968 加仓
WFC WELLS FARGO & CO $24.85万0.13%2,879 1023.7% $8,805 加仓
UNP UNION PAC CORP $24.97万0.13%843 -10-1.2% -$2,961 减仓
MS MORGAN STANLEY $25.04万0.13%1,187 393.4% $8,227 加仓
EUHY ISHARES INC $25.13万0.13%4,705 2926.6% $1.56万 加仓
MSI MOTOROLA SOLUTIONS INC $25.45万0.13%620 -2-0.3% -$821 减仓
FXU FIRST TR EXCHANGE-TRADED FD $25.67万0.13%5,204 00.0% — 不变
— FIRST TR EXCHANGE TRADED FD $25.98万0.14%6,833 00.0% — 不变
BMO BANK MONTREAL MEDIUM $27.02万0.14%1,518 40.3% $712 加仓
ASML ASML HLDG NV $27.30万0.14%157 10.6% $1,739 加仓
— INVESCO EXCH TRADED FD TR II $27.50万0.14%10,707 10,707— $27.50万 新建仓
FBT FIRST TR EXCHANGE-TRADED FD $27.99万0.15%1,141 00.0% — 不变
COP CONOCOPHILLIPS $28.05万0.15%2,425 261.1% $3,008 加仓
EUFN ISHARES TR $28.26万0.15%7,118 2894.2% $1.15万 加仓
PM PHILIP MORRIS INTL INC $28.27万0.15%1,467 80.5% $1,542 加仓
SBUX STARBUCKS CORP $28.34万0.15%2,704 381.4% $3,983 加仓
ALL ALLSTATE CORP $29.33万0.15%1,156 433.9% $1.09万 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $29.34万0.15%14,979 -517-3.3% -$1.01万 减仓
RY ROYAL BK CDA $29.54万0.16%1,404 50.4% $1,052 加仓
FXR FIRST TR EXCHANGE-TRADED FD $29.54万0.16%3,365 00.0% — 不变
AMT AMERICAN TOWER CORP $29.54万0.16%1,769 -35-1.9% -$5,845 减仓
BLK BLACKROCK INC $30.36万0.16%288 -10-3.4% -$1.05万 减仓
NNN NNN REIT INC $30.43万0.16%6,220 00.0% — 不变
AEE AMEREN CORP $30.51万0.16%2,763 00.0% — 不变
BSCQ INVESCO EXCH TRD SLF IDX FD $30.84万0.16%15,809 -1,690-9.7% -$3.30万 减仓
RHI ROBERT HALF INC. $31.00万0.16%7,412 7,412— $31.00万 新建仓
FDN FIRST TR EXCHANGE-TRADED FD $31.46万0.17%1,163 -1,143-49.6% -$30.92万 减仓
SYSB ISHARES TR $31.77万0.17%3,622 74625.9% $6.54万 加仓
AVGO BROADCOM INC $32.75万0.17%866 718.9% $2.68万 加仓
NSC NORFOLK SOUTHN CORP $33.06万0.17%987 131.3% $4,355 加仓
ARCC ARES CAPITAL CORP $33.69万0.18%17,751 00.0% — 不变
FTXO FIRST TR EXCHANGE TRADED FD $33.98万0.18%8,082 00.0% — 不变
SUB ISHARES TR $34.92万0.18%3,289 3,289— $34.92万 新建仓
GRMN GARMIN LTD $35.08万0.18%1,433 00.0% — 不变
CMI CUMMINS INC $36.00万0.19%563 10.2% $639 加仓
FXN FIRST TR EXCHANGE-TRADED FD $36.12万0.19%16,932 16,932— $36.12万 新建仓
PEP PEPSICO INC $36.89万0.19%2,723 -24-0.9% -$3,252 减仓
UNH UNITEDHEALTH GROUP INC $37.22万0.20%883 263.0% $1.10万 加仓
LOW LOWES COS INC $38.42万0.20%1,877 -9-0.5% -$1,842 减仓
GOOG ALPHABET INC $40.72万0.21%1,159 423.8% $1.48万 加仓
EMLC VANECK ETF TRUST $41.00万0.22%16,159 1,2488.4% $3.17万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $41.23万0.22%8,475 -264-3.0% -$1.28万 减仓
KO COCA COLA CO $42.40万0.22%5,163 -138-2.6% -$1.13万 减仓
AFL AFLAC INC $42.75万0.22%3,445 50.1% $620 加仓
ORI OLD REP INTL CORP $42.75万0.22%10,127 810.8% $3,419 加仓
BAND BANDWIDTH INC $42.93万0.23%6,240 00.0% — 不变
AAON AAON INC $43.54万0.23%4,191 00.0% — 不变
EFV ISHARES TR $43.87万0.23%5,630 2,58584.9% $20.14万 加仓
WMT WALMART INC $44.85万0.24%3,997 741.9% $8,303 加仓
XEL XCEL ENERGY INC $45.39万0.24%5,770 -293-4.8% -$2.31万 减仓
META META PLATFORMS INC $45.60万0.24%706 375.5% $2.39万 加仓
TSLA TESLA INC $46.31万0.24%1,253 504.2% $1.85万 加仓
QTEC FIRST TR EXCHANGE-TRADED FD $46.37万0.24%1,538 73992.5% $22.28万 加仓
ICLO INVESCO ACTIVELY MANAGED EXC $47.20万0.25%18,480 9425.4% $2.41万 加仓
EMR EMERSON ELEC CO $48.28万0.25%3,535 160.5% $2,185 加仓
ABBV ABBVIE INC $50.02万0.26%1,974 492.5% $1.24万 加仓
FTXL FIRST TR EXCHANGE TRADED FD $52.18万0.27%2,285 -652-22.2% -$14.89万 减仓
EPD ENTERPRISE PRODS PARTNERS L $52.55万0.28%13,552 00.0% — 不变
PANW PALO ALTO NETWORKS INC $53.87万0.28%1,545 332.2% $1.15万 加仓
CAT CATERPILLAR INC $54.80万0.29%634 101.6% $8,643 加仓
— BLACKROCK ETF TRUST $55.27万0.29%19,472 19,472— $55.27万 新建仓
ATO ATMOS ENERGY CORP $55.75万0.29%3,144 70.2% $1,241 加仓
IBMQ ISHARES TR $55.97万0.29%21,916 21,916— $55.97万 新建仓
JSI JANUS DETROIT STR TR $56.58万0.30%11,037 3,22741.3% $16.54万 加仓
ORCL ORACLE CORP $58.78万0.31%4,843 -45-0.9% -$5,462 减仓
ABT ABBOTT LABORATORIES $60.15万0.32%5,917 -37-0.6% -$3,761 减仓
V VISA INC $60.22万0.32%1,670 382.3% $1.37万 加仓
PSX PHILLIPS 66 $61.03万0.32%2,923 120.4% $2,506 加仓
JQUA J P MORGAN EXCHANGE TRADED F $61.11万0.32%8,535 -32,344-79.1% -$231.58万 减仓
PG PROCTER & GAMBLE CO $61.41万0.32%4,118 -467-10.2% -$6.96万 减仓
FMC FMC CORP $62.02万0.33%55,425 55,425— $62.02万 新建仓
INTC INTEL CORP $65.90万0.35%6,790 791.2% $7,668 加仓
BA BOEING CO $68.56万0.36%3,273 100.3% $2,095 加仓
SHYM BLACKROCK ETF TRUST II $68.93万0.36%30,953 4,75218.1% $10.58万 加仓
— EXXON MOBIL CORP $69.29万0.36%4,670 150.3% $2,225 加仓
MRK MERCK & CO INC $69.35万0.36%5,575 280.5% $3,483 加仓