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
CVX CHEVRON CORPORATION $71.36万0.37%3,762 -76-2.0% -$1.44万 减仓
CLOA BLACKROCK ETF TRUST II $74.69万0.39%14,400 14,400— $74.69万 新建仓
AMGN AMGEN INC $76.24万0.40%2,094 40.2% $1,456 加仓
IDA IDACORP INC $76.31万0.40%5,190 30.1% $441 加仓
IBMP ISHARES TR $78.45万0.41%30,886 30,886— $78.45万 新建仓
MUB ISHARES TR $79.63万0.42%7,484 89713.6% $9.54万 加仓
GBIL GOLDMAN SACHS ETF TR $81.64万0.43%8,160 1,20317.3% $12.04万 加仓
TJX TJX COS INC NEW $81.99万0.43%5,266 -66-1.2% -$1.03万 减仓
IAGG ISHARES TR $82.27万0.43%16,521 -24,183-59.4% -$120.43万 减仓
HYFI AB ACTIVE ETFS INC $85.54万0.45%22,998 3,15715.9% $11.74万 加仓
SDFI AB ACTIVE ETFS INC $86.45万0.45%24,387 -9,795-28.7% -$34.72万 减仓
HDV ISHARES TR $87.84万0.46%31,172 -125,513-80.1% -$353.70万 减仓
INMU BLACKROCK ETF TRUST II $91.09万0.48%37,937 13,07752.6% $31.40万 加仓
COST COSTCO WHOLESALE CORPORATION $91.43万0.48%977 -37-3.6% -$3.46万 减仓
WELL WELLTOWER INC $91.79万0.48%3,749 270.7% $6,611 加仓
TLT ISHARES TR $92.48万0.49%11,024 2,62531.3% $22.02万 加仓
MCD MCDONALDS CORP $94.58万0.50%3,534 1,946122.5% $52.08万 加仓
AMZN AMAZON COM INC $96.20万0.51%3,848 992.6% $2.47万 加仓
FXL FIRST TR EXCHANGE-TRADED FD $97.78万0.51%4,959 -1,519-23.4% -$29.95万 减仓
NVDA NVIDIA CORPORATION $98.92万0.52%4,866 46810.6% $9.51万 加仓
IYR ISHARES TR $99.21万0.52%9,400 -3,965-29.7% -$41.85万 减仓
SGOV ISHARES TR $101.21万0.53%10,061 -5,980-37.3% -$60.15万 减仓
GGOV BLACKROCK ETF TRUST II $104.08万0.55%20,862 20,862— $104.08万 新建仓
JPM JPMORGAN CHASE & CO $105.71万0.56%3,119 -46-1.5% -$1.56万 减仓
FLMI FRANKLIN TEMPLETON ETF TR $111.46万0.59%44,798 2,2715.3% $5.65万 加仓
VGIT VANGUARD SCOTTSDALE FDS $119.03万0.63%20,326 6,51547.2% $38.15万 加仓
JNJ JOHNSON & JOHNSON $119.50万0.63%4,803 -2-0.0% -$498 减仓
BSJQ INVESCO EXCH TRD SLF IDX FD $120.27万0.63%52,588 -18,597-26.1% -$42.53万 减仓
ITW ILLINOIS TOOL WKS INC $121.74万0.64%4,481 -136-2.9% -$3.69万 减仓
MEAR ISHARES U S ETF TR $134.24万0.71%26,725 26,725— $134.24万 新建仓
GOOGL ALPHABET INC $134.64万0.71%3,825 952.5% $3.34万 加仓
ADP AUTOMATIC DATA PROCESSING IN $135.02万0.71%5,290 -128-2.4% -$3.27万 减仓
BRK/B BERKSHIRE HATHAWAY INC DEL $140.40万0.74%2,858 441.6% $2.16万 加仓
CSCO CISCO SYS INC $143.73万0.76%12,984 410.3% $4,539 加仓
HELO J P MORGAN EXCHANGE TRADED F $165.23万0.87%24,406 -9,587-28.2% -$64.90万 减仓
AMAT APPLIED MATLS INC $167.28万0.88%3,182 30.1% $1,577 加仓
BALI BLACKROCK ETF TRUST $167.96万0.88%49,855 4,83910.7% $16.30万 加仓
RYZ RYERSON HLDG CORP $171.16万0.90%58,880 -15,000-20.3% -$43.61万 减仓
GLD SPDR GOLD TR $173.32万0.91%4,715 1072.3% $3.93万 加仓
IVV ISHARES TR $176.80万0.93%2,372 -153-6.1% -$11.40万 减仓
PZA INVESCO EXCH TRADED FD TR II $177.90万0.93%76,613 43,898134.2% $101.93万 加仓
FNDF SCHWAB STRATEGIC TR $193.37万1.02%36,895 -1,069-2.8% -$5.60万 减仓
MSFT MICROSOFT CORP $201.32万1.06%5,004 481.0% $1.93万 加仓
THRO BLACKROCK ETF TRUST $218.71万1.15%51,802 -7,150-12.1% -$30.19万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $220.86万1.16%3 00.0% — 不变
SPMO INVESCO EXCH TRADED FD TR II $230.16万1.21%15,926 -2,215-12.2% -$32.01万 减仓
BLCR BLACKROCK ETF TRUST $230.76万1.21%47,618 9,80425.9% $47.51万 加仓
IALT BLACKROCK ETF TRUST $233.06万1.22%81,885 81,885— $233.06万 新建仓
BINC BLACKROCK ETF TRUST II $252.46万1.33%48,494 13,08136.9% $68.10万 加仓
PPA INVESCO EXCHANGE TRADED FD T $263.39万1.38%15,694 4,73743.2% $79.50万 加仓
VYM VANGUARD WHITEHALL FDS $277.64万1.46%17,417 1,59510.1% $25.43万 加仓
IJH ISHARES TR $277.83万1.46%37,078 -8,686-19.0% -$65.08万 减仓
BAI BLACKROCK ETF TRUST $314.50万1.65%73,653 4,8347.0% $20.64万 加仓
JCPB J P MORGAN EXCHANGE TRADED F $343.57万1.80%73,949 -20,204-21.5% -$93.87万 减仓
AAPL APPLE INC $372.52万1.96%11,406 2722.4% $8.88万 加仓
FBND FIDELITY MERRIMACK STR TR $373.24万1.96%82,630 7,80110.4% $35.24万 加仓
IVE ISHARES TR $416.65万2.19%18,136 -4,898-21.3% -$112.52万 减仓
MU MICRON TECHNOLOGY INC $482.34万2.53%5,573 -331-5.6% -$28.65万 减仓
IEMG ISHARES INC $507.21万2.66%65,692 8301.3% $6.41万 加仓
BRTR BLACKROCK ETF TRUST II $538.65万2.83%108,250 36,44150.7% $181.33万 加仓
DYNF BLACKROCK ETF TRUST $613.44万3.22%91,681 21,73731.1% $145.44万 加仓
CGXU CAPITAL GROUP INTL FOCUS EQT $785.84万4.13%236,984 -26,168-9.9% -$86.77万 减仓
CGMU CAPITAL GRP FIXED INCM ETF T $834.05万4.38%305,624 1,7100.6% $4.67万 加仓
IVW ISHARES TR $1,005.72万5.28%74,669 3,7635.3% $50.68万 加仓
CGUS CAPITAL GROUP CORE EQUITY ET $1,820.76万9.56%414,563 235,403131.4% $1,033.89万 加仓