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 |
|---|---|---|---|---|---|---|---|---|
| IVW | ISHARES TR | $950.78万 | 5.46% | 70,906 | 5,540 | 8.5% | $74.29万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $871.03万 | 5.00% | 263,152 | -113,602 | -30.2% | -$376.02万 | 减仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $831.81万 | 4.77% | 303,914 | 33,234 | 12.3% | $90.96万 | 加仓 |
| CGUS | CAPITAL GROUP CORE EQUITY ET | $770.57万 | 4.42% | 179,160 | 153,646 | 602.2% | $660.83万 | 加仓 |
| IEMG | ISHARES INC | $528.43万 | 3.03% | 64,862 | 30,692 | 89.8% | $250.05万 | 加仓 |
| IVE | ISHARES TR | $514.99万 | 2.96% | 23,034 | -21,550 | -48.3% | -$481.81万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $456.03万 | 2.62% | 69,944 | 52,450 | 299.8% | $341.97万 | 加仓 |
| JCPB | J P MORGAN EXCHANGE TRADED F | $441.49万 | 2.53% | 94,153 | -62,494 | -39.9% | -$293.04万 | 减仓 |
| HDV | ISHARES TR | $425.31万 | 2.44% | 31,337 | 31,337 | — | $425.31万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $381.78万 | 2.19% | 5,904 | 347 | 6.2% | $22.44万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $360.45万 | 2.07% | 71,809 | 53,557 | 293.4% | $268.83万 | 加仓 |
| FBND | FIDELITY MERRIMACK STR TR | $341.52万 | 1.96% | 74,829 | -29,495 | -28.3% | -$134.62万 | 减仓 |
| IJH | ISHARES TR | $337.10万 | 1.93% | 45,764 | -28,924 | -38.7% | -$213.05万 | 减仓 |
| AAPL | APPLE INC | $320.04万 | 1.84% | 11,134 | -44 | -0.4% | -$1.26万 | 减仓 |
| BAI | BLACKROCK ETF TRUST | $310.65万 | 1.78% | 68,819 | 54,636 | 385.2% | $246.63万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $275.73万 | 1.58% | 40,879 | 27,972 | 216.7% | $188.67万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $252.70万 | 1.45% | 18,141 | 14,702 | 427.5% | $204.80万 | 加仓 |
| THRO | BLACKROCK ETF TRUST | $246.01万 | 1.41% | 58,952 | 47,234 | 403.1% | $197.11万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $245.49万 | 1.41% | 15,822 | 5,023 | 46.5% | $77.94万 | 加仓 |
| HELO | J P MORGAN EXCHANGE TRADED F | $230.34万 | 1.32% | 33,993 | -36,836 | -52.0% | -$249.60万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $214.88万 | 1.23% | 3 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $208.54万 | 1.20% | 4,956 | 149 | 3.1% | $6.27万 | 加仓 |
| IAGG | ISHARES TR | $203.68万 | 1.17% | 40,704 | -10,759 | -20.9% | -$53.84万 | 减仓 |
| GLD | SPDR GOLD TR | $198.92万 | 1.14% | 4,608 | -2,573 | -35.8% | -$111.07万 | 减仓 |
| FNDF | SCHWAB STRATEGIC TR | $198.82万 | 1.14% | 37,964 | 19,283 | 103.2% | $100.99万 | 加仓 |
| RYZ | RYERSON HLDG CORP | $195.26万 | 1.12% | 73,880 | 73,880 | — | $195.26万 | 新建仓 |
| IVV | ISHARES TR | $185.58万 | 1.06% | 2,525 | -270 | -9.7% | -$19.84万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $185.07万 | 1.06% | 35,413 | 24,541 | 225.7% | $128.25万 | 加仓 |
| BLCR | BLACKROCK ETF TRUST | $184.91万 | 1.06% | 37,814 | 37,814 | — | $184.91万 | 新建仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $182.62万 | 1.05% | 10,957 | 9,065 | 479.1% | $151.09万 | 加仓 |
| BSJQ | INVESCO EXCH TRD SLF IDX FD | $165.04万 | 0.95% | 71,185 | -54,711 | -43.5% | -$126.85万 | 减仓 |
| SGOV | ISHARES TR | $161.13万 | 0.92% | 16,041 | 16,041 | — | $161.13万 | 新建仓 |
| BALI | BLACKROCK ETF TRUST | $150.58万 | 0.86% | 45,016 | 26,394 | 141.7% | $88.29万 | 加仓 |
| GOOGL | ALPHABET INC | $148.45万 | 0.85% | 3,730 | -479 | -11.4% | -$19.06万 | 减仓 |
| IYR | ISHARES TR | $137.07万 | 0.79% | 13,365 | -13,325 | -49.9% | -$136.66万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $133.69万 | 0.77% | 2,814 | 23 | 0.8% | $1.09万 | 加仓 |
| AMAT | APPLIED MATLS INC | $130.54万 | 0.75% | 3,179 | 1 | 0.0% | $411 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $125.19万 | 0.72% | 6,478 | -8,038 | -55.4% | -$155.33万 | 减仓 |
| SDFI | AB ACTIVE ETFS INC | $121.66万 | 0.70% | 34,182 | -34,656 | -50.3% | -$123.35万 | 减仓 |
| CSCO | CISCO SYS INC | $119.28万 | 0.68% | 12,943 | -313 | -2.4% | -$2.88万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $117.98万 | 0.68% | 4,617 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA PROCESSING IN | $116.00万 | 0.67% | 5,418 | -154 | -2.8% | -$3.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $106.91万 | 0.61% | 4,805 | -163 | -3.3% | -$3.63万 | 减仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $106.15万 | 0.61% | 42,527 | 42,527 | — | $106.15万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $102.62万 | 0.59% | 1,014 | -39 | -3.7% | -$3.95万 | 减仓 |
| AMZN | AMAZON COM INC | $101.66万 | 0.58% | 3,749 | -168 | -4.3% | -$4.56万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $96.95万 | 0.56% | 3,165 | -162 | -4.9% | -$4.96万 | 减仓 |
| ORCL | ORACLE CORP | $95.11万 | 0.55% | 4,888 | -121 | -2.4% | -$2.35万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $93.02万 | 0.53% | 4,398 | -2,862 | -39.4% | -$60.53万 | 减仓 |
| TJX | TJX COS INC NEW | $82.37万 | 0.47% | 5,332 | 42 | 0.8% | $6,488 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $81.69万 | 0.47% | 13,811 | 13,811 | — | $81.69万 | 新建仓 |
| WELL | WELLTOWER INC | $79.26万 | 0.45% | 3,722 | 28 | 0.8% | $5,963 | 加仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $76.29万 | 0.44% | 32,715 | 32,715 | — | $76.29万 | 新建仓 |
| BA | BOEING CO | $75.39万 | 0.43% | 3,263 | 2 | 0.1% | $462 | 加仓 |
| IDA | IDACORP INC | $74.26万 | 0.43% | 5,187 | -33 | -0.6% | -$4,725 | 减仓 |
| HYFI | AB ACTIVE ETFS INC | $74.06万 | 0.42% | 19,841 | 8,592 | 76.4% | $32.07万 | 加仓 |
| INTC | INTEL CORP | $73.57万 | 0.42% | 6,711 | -129 | -1.9% | -$1.41万 | 减仓 |
| TLT | ISHARES TR | $71.94万 | 0.41% | 8,399 | 3,398 | 67.9% | $29.10万 | 加仓 |
| MUB | ISHARES TR | $70.48万 | 0.40% | 6,587 | 4,669 | 243.4% | $49.96万 | 加仓 |
| CVX | CHEVRON CORPORATION | $70.05万 | 0.40% | 3,838 | 16 | 0.4% | $2,920 | 加仓 |
| GBIL | GOLDMAN SACHS ETF TR | $69.54万 | 0.40% | 6,957 | -517 | -6.9% | -$5.17万 | 减仓 |
| AMGN | AMGEN INC | $68.78万 | 0.39% | 2,090 | -96 | -4.4% | -$3.16万 | 减仓 |
| — | EXXON MOBIL CORP | $68.24万 | 0.39% | 4,655 | -576 | -11.0% | -$8.44万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $66.96万 | 0.38% | 4,585 | -299 | -6.1% | -$4.37万 | 减仓 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $66.91万 | 0.38% | 2,937 | -2,098 | -41.7% | -$47.79万 | 减仓 |
| MRK | MERCK & CO INC | $62.29万 | 0.36% | 5,547 | 10 | 0.2% | $1,123 | 加仓 |
| FDN | FIRST TR EXCHANGE-TRADED FD | $62.24万 | 0.36% | 2,306 | -575 | -20.0% | -$15.52万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $59.94万 | 0.34% | 24,860 | 15,387 | 162.4% | $37.10万 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $58.17万 | 0.33% | 26,201 | 12,998 | 98.4% | $28.86万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $57.05万 | 0.33% | 3,137 | -77 | -2.4% | -$1.40万 | 减仓 |
| CAT | CATERPILLAR INC | $55.89万 | 0.32% | 624 | 4 | 0.6% | $3,583 | 加仓 |
| AAON | AAON INC | $54.17万 | 0.31% | 4,191 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $52.43万 | 0.30% | 1,632 | -11 | -0.7% | -$3,534 | 减仓 |
| ABT | ABBOTT LABORATORIES | $51.81万 | 0.30% | 5,954 | -562 | -8.6% | -$4.89万 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $51.13万 | 0.29% | 13,552 | -140 | -1.0% | -$5,282 | 减仓 |
| WMT | WALMART INC | $51.08万 | 0.29% | 3,923 | -329 | -7.7% | -$4.28万 | 减仓 |
| EMR | EMERSON ELEC CO | $49.65万 | 0.28% | 3,519 | -13 | -0.4% | -$1,834 | 减仓 |
| TSLA | TESLA INC | $49.54万 | 0.28% | 1,203 | 46 | 4.0% | $1.89万 | 加仓 |
| PSX | PHILLIPS 66 | $48.99万 | 0.28% | 2,911 | 11 | 0.4% | $1,851 | 加仓 |
| XEL | XCEL ENERGY INC | $48.76万 | 0.28% | 6,063 | 47 | 0.8% | $3,780 | 加仓 |
| MCD | MCDONALDS CORP | $45.05万 | 0.26% | 1,588 | -72 | -4.3% | -$2.04万 | 减仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $44.88万 | 0.26% | 17,538 | 2,105 | 13.6% | $5.39万 | 加仓 |
| GOOG | ALPHABET INC | $44.16万 | 0.25% | 1,117 | 63 | 6.0% | $2.49万 | 加仓 |
| LOW | LOWES COS INC | $43.54万 | 0.25% | 1,886 | 9 | 0.5% | $2,078 | 加仓 |
| PEP | PEPSICO INC | $42.94万 | 0.25% | 2,747 | -218 | -7.4% | -$3.41万 | 减仓 |
| KO | COCA COLA CO | $41.58万 | 0.24% | 5,301 | 115 | 2.2% | $9,019 | 加仓 |
| META | META PLATFORMS INC | $41.26万 | 0.24% | 669 | -34 | -4.8% | -$2.10万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $41.16万 | 0.24% | 8,739 | 0 | 0.0% | — | 不变 |
| JSI | JANUS DETROIT STR TR | $40.30万 | 0.23% | 7,810 | 7,810 | — | $40.30万 | 新建仓 |
| ORI | OLD REP INTL CORP | $39.66万 | 0.23% | 10,046 | 80 | 0.8% | $3,158 | 加仓 |
| AFL | AFLAC INC | $39.08万 | 0.22% | 3,440 | 20 | 0.6% | $2,272 | 加仓 |
| ABBV | ABBVIE INC | $39.03万 | 0.22% | 1,925 | -87 | -4.3% | -$1.76万 | 减仓 |
| CMI | CUMMINS INC | $38.38万 | 0.22% | 562 | -38 | -6.3% | -$2.59万 | 减仓 |
| EMLC | VANECK ETF TRUST | $38.22万 | 0.22% | 14,911 | 14,911 | — | $38.22万 | 新建仓 |
| GRMN | GARMIN LTD | $34.66万 | 0.20% | 1,433 | 4 | 0.3% | $968 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $34.21万 | 0.20% | 17,499 | 1,063 | 6.5% | $2.08万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $33.66万 | 0.19% | 17,751 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $32.80万 | 0.19% | 795 | 62 | 8.5% | $2.56万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $32.44万 | 0.19% | 1,804 | -232 | -11.4% | -$4.17万 | 减仓 |
| BLK | BLACKROCK INC | $31.81万 | 0.18% | 298 | 3 | 1.0% | $3,203 | 加仓 |