13F 机构持仓

BETO FINANCIAL GROUP, LLC

BOISE ID · SEC CIK 0002104828

2026Q22026Q1 更早 9 个季度 🔒
$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
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

IVW 5.5%
CGXU 5.0%
CGMU 4.8%
CGUS 4.4%
IEMG 3.0%
IVE 3.0%
DYNF 2.6%
JCPB 2.5%
HDV 2.4%
MU 2.2%

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
UNH UNITEDHEALTH GROUP INC $31.69万0.18%857 182.1% $6,655 加仓
FTXO FIRST TR EXCHANGE TRADED FD $31.22万0.18%8,082 -5,311-39.7% -$20.52万 减仓
NSC NORFOLK SOUTHN CORP $30.52万0.18%974 20.2% $627 加仓
BSCR INVESCO EXCH TRD SLF IDX FD $30.45万0.17%15,496 1,2769.0% $2.51万 加仓
BAND BANDWIDTH INC $30.31万0.17%6,240 6,240— $30.31万 新建仓
AEE AMEREN CORP $30.05万0.17%2,763 00.0% — 不变
PANW PALO ALTO NETWORKS INC $29.72万0.17%1,512 271.8% $5,306 加仓
FXR FIRST TR EXCHANGE-TRADED FD $29.38万0.17%3,365 -633-15.8% -$5.53万 减仓
BPRE BLUEROCK PVT REAL ESTATE FD $27.93万0.16%17,264 -7,873-31.3% -$12.74万 减仓
GE GE AEROSPACE $27.90万0.16%922 -295-24.2% -$8.93万 减仓
SBUX STARBUCKS CORP $27.80万0.16%2,666 371.4% $3,858 加仓
NNN NNN REIT INC $27.69万0.16%6,220 00.0% — 不变
COP CONOCOPHILLIPS $27.56万0.16%2,399 -113-4.5% -$1.30万 减仓
IGF ISHARES TR $27.42万0.16%4,086 4,086— $27.42万 新建仓
QCOM QUALCOMM INC $27.38万0.16%1,352 -39-2.8% -$7,899 减仓
MSI MOTOROLA SOLUTIONS INC $26.95万0.15%622 -55-8.1% -$2.38万 减仓
QCLN FIRST TR EXCHANGE-TRADED FD $26.65万0.15%4,548 -4,569-50.1% -$26.77万 减仓
XLU SELECT SECTOR SPDR TR $26.37万0.15%5,844 5,844— $26.37万 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
EUFN ISHARES TR $25.72万0.15%6,829 6,829— $25.72万 新建仓
SYSB ISHARES TR $25.51万0.15%2,876 2,876— $25.51万 新建仓
RY ROYAL BK CDA $25.37万0.15%1,399 -29-2.0% -$5,259 减仓
PM PHILIP MORRIS INTL INC $24.96万0.14%1,459 -38-2.5% -$6,502 减仓
FXU FIRST TR EXCHANGE-TRADED FD $24.90万0.14%5,204 -5,441-51.1% -$26.04万 减仓
FXZ FIRST TR EXCHANGE-TRADED FD $24.75万0.14%3,077 3,077— $24.75万 新建仓
FIW FIRST TR EXCHANGE-TRADED FD $24.28万0.14%2,278 00.0% — 不变
FBT FIRST TR EXCHANGE-TRADED FD $24.11万0.14%1,141 1,141— $24.11万 新建仓
APD AIR PRODUCTS AND CHEMICALS I $24.07万0.14%816 10.1% $295 加仓
ALL ALLSTATE CORP $23.78万0.14%1,113 40.4% $855 加仓
SPY STATE STR SPDR S&P 500 ETF T $23.78万0.14%325 -15-4.4% -$1.10万 减仓
ASML ASML HLDG NV $23.66万0.14%156 00.0% — 不变
EFV ISHARES TR $23.56万0.14%3,045 3,045— $23.56万 新建仓
EUHY ISHARES INC $23.49万0.13%4,413 4,413— $23.49万 新建仓
— FIRST TR EXCHANGE TRADED FD $23.24万0.13%6,833 6,833— $23.24万 新建仓
SYK STRYKER CORPORATION $23.21万0.13%789 -21-2.6% -$6,179 减仓
BMO BANK MONTREAL MEDIUM $23.09万0.13%1,514 00.0% — 不变
QTEC FIRST TR EXCHANGE-TRADED FD $22.83万0.13%799 799— $22.83万 新建仓
UNP UNION PAC CORP $22.60万0.13%853 853— $22.60万 新建仓
WFC WELLS FARGO & CO $21.98万0.13%2,777 30.1% $237 加仓
MS MORGAN STANLEY $21.83万0.13%1,148 131.1% $2,472 加仓
IBM INTERNATIONAL BUSINESS MACHS $21.60万0.12%934 80.9% $1,850 加仓
CB CHUBB LTD SWITZ $21.33万0.12%664 50.8% $1,606 加仓
VOD VODAFONE GROUP PLC $21.12万0.12%13,464 -2,053-13.2% -$3.22万 减仓
FDX FEDEX CORP $20.79万0.12%553 -242-30.4% -$9.10万 减仓
GEV GE VERNOVA INC $20.70万0.12%198 -95-32.4% -$9.93万 减仓
GWW WW GRAINGER INC $20.61万0.12%167 167— $20.61万 新建仓
RTX RTX CORPORATION $20.56万0.12%1,163 90.8% $1,591 加仓
NEE NEXTERA ENERGY INC $20.53万0.12%2,200 -392-15.1% -$3.66万 减仓
FYX FIRST TR EXCHANGE-TRADED ALP $20.35万0.12%1,529 -245-13.8% -$3.26万 减仓
VZ VERIZON COMMUNICATIONS INC $20.31万0.12%4,313 4,313— $20.31万 新建仓
XLG INVESCO EXCHANGE TRADED FD T $20.09万0.12%3,218 -8,803-73.2% -$54.96万 减仓
LUMN LUMEN TECHNOLOGIES INC $13.94万0.08%16,480 00.0% — 不变
IEFA ISHARES TR $00.00%0 -6,262-100.0% -$59.20万 清仓
SLV ISHARES SILVER TR $00.00%0 -3,553-100.0% -$25.74万 清仓
COR CENCORA INC $00.00%0 -683-100.0% -$24.82万 清仓
WY WEYERHAEUSER CO MTN BE $00.00%0 -8,113-100.0% -$20.96万 清仓