BETO FINANCIAL GROUP, LLC
BOISE ID · SEC CIK 0002104828
$1.74亿2026Q1 申报市值
152持仓数
35.4%前十大占比 · 第一大 5.5%
23 / 4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
CGUS 加仓+$660.83万
HDV 新建仓+$425.31万
DYNF 加仓+$341.97万
BRTR 加仓+$268.83万
IEMG 加仓+$250.05万
2026Q1 卖出最多 按季末市值估算
IVE 减仓-$481.81万
CGXU 减仓-$376.02万
JCPB 减仓-$293.04万
HELO 减仓-$249.60万
IJH 减仓-$213.05万
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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $0 | 0.00% | 0 | -6,262 | -100.0% | -$59.20万 | 清仓 |
| SLV | ISHARES SILVER TR | $0 | 0.00% | 0 | -3,553 | -100.0% | -$25.74万 | 清仓 |
| COR | CENCORA INC | $0 | 0.00% | 0 | -683 | -100.0% | -$24.82万 | 清仓 |
| WY | WEYERHAEUSER CO MTN BE | $0 | 0.00% | 0 | -8,113 | -100.0% | -$20.96万 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $13.94万 | 0.08% | 16,480 | 0 | 0.0% | — | 不变 |
| XLG | INVESCO EXCHANGE TRADED FD T | $20.09万 | 0.12% | 3,218 | -8,803 | -73.2% | -$54.96万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $20.31万 | 0.12% | 4,313 | 4,313 | — | $20.31万 | 新建仓 |
| FYX | FIRST TR EXCHANGE-TRADED ALP | $20.35万 | 0.12% | 1,529 | -245 | -13.8% | -$3.26万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $20.53万 | 0.12% | 2,200 | -392 | -15.1% | -$3.66万 | 减仓 |
| RTX | RTX CORPORATION | $20.56万 | 0.12% | 1,163 | 9 | 0.8% | $1,591 | 加仓 |
| GWW | WW GRAINGER INC | $20.61万 | 0.12% | 167 | 167 | — | $20.61万 | 新建仓 |
| GEV | GE VERNOVA INC | $20.70万 | 0.12% | 198 | -95 | -32.4% | -$9.93万 | 减仓 |
| FDX | FEDEX CORP | $20.79万 | 0.12% | 553 | -242 | -30.4% | -$9.10万 | 减仓 |
| VOD | VODAFONE GROUP PLC | $21.12万 | 0.12% | 13,464 | -2,053 | -13.2% | -$3.22万 | 减仓 |
| CB | CHUBB LTD SWITZ | $21.33万 | 0.12% | 664 | 5 | 0.8% | $1,606 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $21.60万 | 0.12% | 934 | 8 | 0.9% | $1,850 | 加仓 |
| MS | MORGAN STANLEY | $21.83万 | 0.13% | 1,148 | 13 | 1.1% | $2,472 | 加仓 |
| WFC | WELLS FARGO & CO | $21.98万 | 0.13% | 2,777 | 3 | 0.1% | $237 | 加仓 |
| UNP | UNION PAC CORP | $22.60万 | 0.13% | 853 | 853 | — | $22.60万 | 新建仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $22.83万 | 0.13% | 799 | 799 | — | $22.83万 | 新建仓 |
| BMO | BANK MONTREAL MEDIUM | $23.09万 | 0.13% | 1,514 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $23.21万 | 0.13% | 789 | -21 | -2.6% | -$6,179 | 减仓 |
| — | FIRST TR EXCHANGE TRADED FD | $23.24万 | 0.13% | 6,833 | 6,833 | — | $23.24万 | 新建仓 |
| EUHY | ISHARES INC | $23.49万 | 0.13% | 4,413 | 4,413 | — | $23.49万 | 新建仓 |
| EFV | ISHARES TR | $23.56万 | 0.14% | 3,045 | 3,045 | — | $23.56万 | 新建仓 |
| ASML | ASML HLDG NV | $23.66万 | 0.14% | 156 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $23.78万 | 0.14% | 325 | -15 | -4.4% | -$1.10万 | 减仓 |
| ALL | ALLSTATE CORP | $23.78万 | 0.14% | 1,113 | 4 | 0.4% | $855 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $24.07万 | 0.14% | 816 | 1 | 0.1% | $295 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $24.11万 | 0.14% | 1,141 | 1,141 | — | $24.11万 | 新建仓 |
| FIW | FIRST TR EXCHANGE-TRADED FD | $24.28万 | 0.14% | 2,278 | 0 | 0.0% | — | 不变 |
| FXZ | FIRST TR EXCHANGE-TRADED FD | $24.75万 | 0.14% | 3,077 | 3,077 | — | $24.75万 | 新建仓 |
| FXU | FIRST TR EXCHANGE-TRADED FD | $24.90万 | 0.14% | 5,204 | -5,441 | -51.1% | -$26.04万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $24.96万 | 0.14% | 1,459 | -38 | -2.5% | -$6,502 | 减仓 |
| RY | ROYAL BK CDA | $25.37万 | 0.15% | 1,399 | -29 | -2.0% | -$5,259 | 减仓 |
| SYSB | ISHARES TR | $25.51万 | 0.15% | 2,876 | 2,876 | — | $25.51万 | 新建仓 |
| EUFN | ISHARES TR | $25.72万 | 0.15% | 6,829 | 6,829 | — | $25.72万 | 新建仓 |
| FAN | FIRST TR EXCHANGE-TRADED FD | $26.09万 | 0.15% | 9,832 | -10,672 | -52.0% | -$28.32万 | 减仓 |
| XLU | SELECT SECTOR SPDR TR | $26.37万 | 0.15% | 5,844 | 5,844 | — | $26.37万 | 新建仓 |
| QCLN | FIRST TR EXCHANGE-TRADED FD | $26.65万 | 0.15% | 4,548 | -4,569 | -50.1% | -$26.77万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $26.95万 | 0.15% | 622 | -55 | -8.1% | -$2.38万 | 减仓 |
| QCOM | QUALCOMM INC | $27.38万 | 0.16% | 1,352 | -39 | -2.8% | -$7,899 | 减仓 |
| IGF | ISHARES TR | $27.42万 | 0.16% | 4,086 | 4,086 | — | $27.42万 | 新建仓 |
| COP | CONOCOPHILLIPS | $27.56万 | 0.16% | 2,399 | -113 | -4.5% | -$1.30万 | 减仓 |
| NNN | NNN REIT INC | $27.69万 | 0.16% | 6,220 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $27.80万 | 0.16% | 2,666 | 37 | 1.4% | $3,858 | 加仓 |
| GE | GE AEROSPACE | $27.90万 | 0.16% | 922 | -295 | -24.2% | -$8.93万 | 减仓 |
| BPRE | BLUEROCK PVT REAL ESTATE FD | $27.93万 | 0.16% | 17,264 | -7,873 | -31.3% | -$12.74万 | 减仓 |
| FXR | FIRST TR EXCHANGE-TRADED FD | $29.38万 | 0.17% | 3,365 | -633 | -15.8% | -$5.53万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $29.72万 | 0.17% | 1,512 | 27 | 1.8% | $5,306 | 加仓 |
| AEE | AMEREN CORP | $30.05万 | 0.17% | 2,763 | 0 | 0.0% | — | 不变 |
| BAND | BANDWIDTH INC | $30.31万 | 0.17% | 6,240 | 6,240 | — | $30.31万 | 新建仓 |
| BSCR | INVESCO EXCH TRD SLF IDX FD | $30.45万 | 0.17% | 15,496 | 1,276 | 9.0% | $2.51万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $30.52万 | 0.18% | 974 | 2 | 0.2% | $627 | 加仓 |
| FTXO | FIRST TR EXCHANGE TRADED FD | $31.22万 | 0.18% | 8,082 | -5,311 | -39.7% | -$20.52万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $31.69万 | 0.18% | 857 | 18 | 2.1% | $6,655 | 加仓 |
| BLK | BLACKROCK INC | $31.81万 | 0.18% | 298 | 3 | 1.0% | $3,203 | 加仓 |
| AMT | AMERICAN TOWER CORP | $32.44万 | 0.19% | 1,804 | -232 | -11.4% | -$4.17万 | 减仓 |
| AVGO | BROADCOM INC | $32.80万 | 0.19% | 795 | 62 | 8.5% | $2.56万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $33.66万 | 0.19% | 17,751 | 0 | 0.0% | — | 不变 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $34.21万 | 0.20% | 17,499 | 1,063 | 6.5% | $2.08万 | 加仓 |
| GRMN | GARMIN LTD | $34.66万 | 0.20% | 1,433 | 4 | 0.3% | $968 | 加仓 |
| EMLC | VANECK ETF TRUST | $38.22万 | 0.22% | 14,911 | 14,911 | — | $38.22万 | 新建仓 |
| CMI | CUMMINS INC | $38.38万 | 0.22% | 562 | -38 | -6.3% | -$2.59万 | 减仓 |
| ABBV | ABBVIE INC | $39.03万 | 0.22% | 1,925 | -87 | -4.3% | -$1.76万 | 减仓 |
| AFL | AFLAC INC | $39.08万 | 0.22% | 3,440 | 20 | 0.6% | $2,272 | 加仓 |
| ORI | OLD REP INTL CORP | $39.66万 | 0.23% | 10,046 | 80 | 0.8% | $3,158 | 加仓 |
| JSI | JANUS DETROIT STR TR | $40.30万 | 0.23% | 7,810 | 7,810 | — | $40.30万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $41.16万 | 0.24% | 8,739 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $41.26万 | 0.24% | 669 | -34 | -4.8% | -$2.10万 | 减仓 |
| KO | COCA COLA CO | $41.58万 | 0.24% | 5,301 | 115 | 2.2% | $9,019 | 加仓 |
| PEP | PEPSICO INC | $42.94万 | 0.25% | 2,747 | -218 | -7.4% | -$3.41万 | 减仓 |
| LOW | LOWES COS INC | $43.54万 | 0.25% | 1,886 | 9 | 0.5% | $2,078 | 加仓 |
| GOOG | ALPHABET INC | $44.16万 | 0.25% | 1,117 | 63 | 6.0% | $2.49万 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $44.88万 | 0.26% | 17,538 | 2,105 | 13.6% | $5.39万 | 加仓 |
| MCD | MCDONALDS CORP | $45.05万 | 0.26% | 1,588 | -72 | -4.3% | -$2.04万 | 减仓 |
| XEL | XCEL ENERGY INC | $48.76万 | 0.28% | 6,063 | 47 | 0.8% | $3,780 | 加仓 |
| PSX | PHILLIPS 66 | $48.99万 | 0.28% | 2,911 | 11 | 0.4% | $1,851 | 加仓 |
| TSLA | TESLA INC | $49.54万 | 0.28% | 1,203 | 46 | 4.0% | $1.89万 | 加仓 |
| EMR | EMERSON ELEC CO | $49.65万 | 0.28% | 3,519 | -13 | -0.4% | -$1,834 | 减仓 |
| WMT | WALMART INC | $51.08万 | 0.29% | 3,923 | -329 | -7.7% | -$4.28万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $51.13万 | 0.29% | 13,552 | -140 | -1.0% | -$5,282 | 减仓 |
| ABT | ABBOTT LABORATORIES | $51.81万 | 0.30% | 5,954 | -562 | -8.6% | -$4.89万 | 减仓 |
| V | VISA INC | $52.43万 | 0.30% | 1,632 | -11 | -0.7% | -$3,534 | 减仓 |
| AAON | AAON INC | $54.17万 | 0.31% | 4,191 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC | $55.89万 | 0.32% | 624 | 4 | 0.6% | $3,583 | 加仓 |
| ATO | ATMOS ENERGY CORP | $57.05万 | 0.33% | 3,137 | -77 | -2.4% | -$1.40万 | 减仓 |
| SHYM | BLACKROCK ETF TRUST II | $58.17万 | 0.33% | 26,201 | 12,998 | 98.4% | $28.86万 | 加仓 |
| INMU | BLACKROCK ETF TRUST II | $59.94万 | 0.34% | 24,860 | 15,387 | 162.4% | $37.10万 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $62.24万 | 0.36% | 2,306 | -575 | -20.0% | -$15.52万 | 减仓 |
| MRK | MERCK & CO INC | $62.29万 | 0.36% | 5,547 | 10 | 0.2% | $1,123 | 加仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $66.91万 | 0.38% | 2,937 | -2,098 | -41.7% | -$47.79万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $66.96万 | 0.38% | 4,585 | -299 | -6.1% | -$4.37万 | 减仓 |
| — | EXXON MOBIL CORP | $68.24万 | 0.39% | 4,655 | -576 | -11.0% | -$8.44万 | 减仓 |
| AMGN | AMGEN INC | $68.78万 | 0.39% | 2,090 | -96 | -4.4% | -$3.16万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $69.54万 | 0.40% | 6,957 | -517 | -6.9% | -$5.17万 | 减仓 |
| CVX | CHEVRON CORPORATION | $70.05万 | 0.40% | 3,838 | 16 | 0.4% | $2,920 | 加仓 |
| MUB | ISHARES TR | $70.48万 | 0.40% | 6,587 | 4,669 | 243.4% | $49.96万 | 加仓 |
| TLT | ISHARES TR | $71.94万 | 0.41% | 8,399 | 3,398 | 67.9% | $29.10万 | 加仓 |
| INTC | INTEL CORP | $73.57万 | 0.42% | 6,711 | -129 | -1.9% | -$1.41万 | 减仓 |