BETO FINANCIAL GROUP, LLC
BOISE ID · SEC CIK 0002104828
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| CGUS | CAPITAL GROUP CORE EQUITY ET | $1,820.76万 | 9.56% | 414,563 | 235,403 | 131.4% | $1,033.89万 | 加仓 |
| IVW | ISHARES TR | $1,005.72万 | 5.28% | 74,669 | 3,763 | 5.3% | $50.68万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $834.05万 | 4.38% | 305,624 | 1,710 | 0.6% | $4.67万 | 加仓 |
| CGXU | CAPITAL GROUP INTL FOCUS EQT | $785.84万 | 4.13% | 236,984 | -26,168 | -9.9% | -$86.77万 | 减仓 |
| DYNF | BLACKROCK ETF TRUST | $613.44万 | 3.22% | 91,681 | 21,737 | 31.1% | $145.44万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $538.65万 | 2.83% | 108,250 | 36,441 | 50.7% | $181.33万 | 加仓 |
| IEMG | ISHARES INC | $507.21万 | 2.66% | 65,692 | 830 | 1.3% | $6.41万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $482.34万 | 2.53% | 5,573 | -331 | -5.6% | -$28.65万 | 减仓 |
| IVE | ISHARES TR | $416.65万 | 2.19% | 18,136 | -4,898 | -21.3% | -$112.52万 | 减仓 |
| FBND | FIDELITY MERRIMACK STR TR | $373.24万 | 1.96% | 82,630 | 7,801 | 10.4% | $35.24万 | 加仓 |
| AAPL | APPLE INC | $372.52万 | 1.96% | 11,406 | 272 | 2.4% | $8.88万 | 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 |
| BAI | BLACKROCK ETF TRUST | $314.50万 | 1.65% | 73,653 | 4,834 | 7.0% | $20.64万 | 加仓 |
| IJH | ISHARES TR | $277.83万 | 1.46% | 37,078 | -8,686 | -19.0% | -$65.08万 | 减仓 |
| VYM | VANGUARD WHITEHALL FDS | $277.64万 | 1.46% | 17,417 | 1,595 | 10.1% | $25.43万 | 加仓 |
| PPA | INVESCO EXCHANGE TRADED FD T | $263.39万 | 1.38% | 15,694 | 4,737 | 43.2% | $79.50万 | 加仓 |
| BINC | BLACKROCK ETF TRUST II | $252.46万 | 1.33% | 48,494 | 13,081 | 36.9% | $68.10万 | 加仓 |
| IALT | BLACKROCK ETF TRUST | $233.06万 | 1.22% | 81,885 | 81,885 | — | $233.06万 | 新建仓 |
| BLCR | BLACKROCK ETF TRUST | $230.76万 | 1.21% | 47,618 | 9,804 | 25.9% | $47.51万 | 加仓 |
| SPMO | INVESCO EXCH TRADED FD TR II | $230.16万 | 1.21% | 15,926 | -2,215 | -12.2% | -$32.01万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $220.86万 | 1.16% | 3 | 0 | 0.0% | — | 不变 |
| THRO | BLACKROCK ETF TRUST | $218.71万 | 1.15% | 51,802 | -7,150 | -12.1% | -$30.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $201.32万 | 1.06% | 5,004 | 48 | 1.0% | $1.93万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $193.37万 | 1.02% | 36,895 | -1,069 | -2.8% | -$5.60万 | 减仓 |
| PZA | INVESCO EXCH TRADED FD TR II | $177.90万 | 0.93% | 76,613 | 43,898 | 134.2% | $101.93万 | 加仓 |
| IVV | ISHARES TR | $176.80万 | 0.93% | 2,372 | -153 | -6.1% | -$11.40万 | 减仓 |
| GLD | SPDR GOLD TR | $173.32万 | 0.91% | 4,715 | 107 | 2.3% | $3.93万 | 加仓 |
| RYZ | RYERSON HLDG CORP | $171.16万 | 0.90% | 58,880 | -15,000 | -20.3% | -$43.61万 | 减仓 |
| BALI | BLACKROCK ETF TRUST | $167.96万 | 0.88% | 49,855 | 4,839 | 10.7% | $16.30万 | 加仓 |
| AMAT | APPLIED MATLS INC | $167.28万 | 0.88% | 3,182 | 3 | 0.1% | $1,577 | 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 |
| CSCO | CISCO SYS INC | $143.73万 | 0.76% | 12,984 | 41 | 0.3% | $4,539 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $140.40万 | 0.74% | 2,858 | 44 | 1.6% | $2.16万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $135.02万 | 0.71% | 5,290 | -128 | -2.4% | -$3.27万 | 减仓 |
| GOOGL | ALPHABET INC | $134.64万 | 0.71% | 3,825 | 95 | 2.5% | $3.34万 | 加仓 |
| MEAR | ISHARES U S ETF TR | $134.24万 | 0.71% | 26,725 | 26,725 | — | $134.24万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $121.74万 | 0.64% | 4,481 | -136 | -2.9% | -$3.69万 | 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 |
| JNJ | JOHNSON & JOHNSON | $119.50万 | 0.63% | 4,803 | -2 | -0.0% | -$498 | 减仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $119.03万 | 0.63% | 20,326 | 6,515 | 47.2% | $38.15万 | 加仓 |
| FLMI | FRANKLIN TEMPLETON ETF TR | $111.46万 | 0.59% | 44,798 | 2,271 | 5.3% | $5.65万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $105.71万 | 0.56% | 3,119 | -46 | -1.5% | -$1.56万 | 减仓 |
| GGOV | BLACKROCK ETF TRUST II | $104.08万 | 0.55% | 20,862 | 20,862 | — | $104.08万 | 新建仓 |
| SGOV | ISHARES TR | $101.21万 | 0.53% | 10,061 | -5,980 | -37.3% | -$60.15万 | 减仓 |
| IYR | ISHARES TR | $99.21万 | 0.52% | 9,400 | -3,965 | -29.7% | -$41.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $98.92万 | 0.52% | 4,866 | 468 | 10.6% | $9.51万 | 加仓 |
| FXL | FIRST TR EXCHANGE-TRADED FD | $97.78万 | 0.51% | 4,959 | -1,519 | -23.4% | -$29.95万 | 减仓 |
| AMZN | AMAZON COM INC | $96.20万 | 0.51% | 3,848 | 99 | 2.6% | $2.47万 | 加仓 |
| MCD | MCDONALDS CORP | $94.58万 | 0.50% | 3,534 | 1,946 | 122.5% | $52.08万 | 加仓 |
| TLT | ISHARES TR | $92.48万 | 0.49% | 11,024 | 2,625 | 31.3% | $22.02万 | 加仓 |
| WELL | WELLTOWER INC | $91.79万 | 0.48% | 3,749 | 27 | 0.7% | $6,611 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $91.43万 | 0.48% | 977 | -37 | -3.6% | -$3.46万 | 减仓 |
| INMU | BLACKROCK ETF TRUST II | $91.09万 | 0.48% | 37,937 | 13,077 | 52.6% | $31.40万 | 加仓 |
| HDV | ISHARES TR | $87.84万 | 0.46% | 31,172 | -125,513 | -80.1% | -$353.70万 | 减仓 |
| SDFI | AB ACTIVE ETFS INC | $86.45万 | 0.45% | 24,387 | -9,795 | -28.7% | -$34.72万 | 减仓 |
| HYFI | AB ACTIVE ETFS INC | $85.54万 | 0.45% | 22,998 | 3,157 | 15.9% | $11.74万 | 加仓 |
| IAGG | ISHARES TR | $82.27万 | 0.43% | 16,521 | -24,183 | -59.4% | -$120.43万 | 减仓 |
| TJX | TJX COS INC NEW | $81.99万 | 0.43% | 5,266 | -66 | -1.2% | -$1.03万 | 减仓 |
| GBIL | GOLDMAN SACHS ETF TR | $81.64万 | 0.43% | 8,160 | 1,203 | 17.3% | $12.04万 | 加仓 |
| MUB | ISHARES TR | $79.63万 | 0.42% | 7,484 | 897 | 13.6% | $9.54万 | 加仓 |
| IBMP | ISHARES TR | $78.45万 | 0.41% | 30,886 | 30,886 | — | $78.45万 | 新建仓 |
| IDA | IDACORP INC | $76.31万 | 0.40% | 5,190 | 3 | 0.1% | $441 | 加仓 |
| AMGN | AMGEN INC | $76.24万 | 0.40% | 2,094 | 4 | 0.2% | $1,456 | 加仓 |
| CLOA | BLACKROCK ETF TRUST II | $74.69万 | 0.39% | 14,400 | 14,400 | — | $74.69万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $71.36万 | 0.37% | 3,762 | -76 | -2.0% | -$1.44万 | 减仓 |
| MRK | MERCK & CO INC | $69.35万 | 0.36% | 5,575 | 28 | 0.5% | $3,483 | 加仓 |
| — | EXXON MOBIL CORP | $69.29万 | 0.36% | 4,670 | 15 | 0.3% | $2,225 | 加仓 |
| SHYM | BLACKROCK ETF TRUST II | $68.93万 | 0.36% | 30,953 | 4,752 | 18.1% | $10.58万 | 加仓 |
| BA | BOEING CO | $68.56万 | 0.36% | 3,273 | 10 | 0.3% | $2,095 | 加仓 |
| INTC | INTEL CORP | $65.90万 | 0.35% | 6,790 | 79 | 1.2% | $7,668 | 加仓 |
| FMC | FMC CORP | $62.02万 | 0.33% | 55,425 | 55,425 | — | $62.02万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $61.41万 | 0.32% | 4,118 | -467 | -10.2% | -$6.96万 | 减仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $61.11万 | 0.32% | 8,535 | -32,344 | -79.1% | -$231.58万 | 减仓 |
| PSX | PHILLIPS 66 | $61.03万 | 0.32% | 2,923 | 12 | 0.4% | $2,506 | 加仓 |
| V | VISA INC | $60.22万 | 0.32% | 1,670 | 38 | 2.3% | $1.37万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $60.15万 | 0.32% | 5,917 | -37 | -0.6% | -$3,761 | 减仓 |
| ORCL | ORACLE CORP | $58.78万 | 0.31% | 4,843 | -45 | -0.9% | -$5,462 | 减仓 |
| JSI | JANUS DETROIT STR TR | $56.58万 | 0.30% | 11,037 | 3,227 | 41.3% | $16.54万 | 加仓 |
| IBMQ | ISHARES TR | $55.97万 | 0.29% | 21,916 | 21,916 | — | $55.97万 | 新建仓 |
| ATO | ATMOS ENERGY CORP | $55.75万 | 0.29% | 3,144 | 7 | 0.2% | $1,241 | 加仓 |
| — | BLACKROCK ETF TRUST | $55.27万 | 0.29% | 19,472 | 19,472 | — | $55.27万 | 新建仓 |
| CAT | CATERPILLAR INC | $54.80万 | 0.29% | 634 | 10 | 1.6% | $8,643 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $53.87万 | 0.28% | 1,545 | 33 | 2.2% | $1.15万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $52.55万 | 0.28% | 13,552 | 0 | 0.0% | — | 不变 |
| FTXL | FIRST TR EXCHANGE TRADED FD | $52.18万 | 0.27% | 2,285 | -652 | -22.2% | -$14.89万 | 减仓 |
| ABBV | ABBVIE INC | $50.02万 | 0.26% | 1,974 | 49 | 2.5% | $1.24万 | 加仓 |
| EMR | EMERSON ELEC CO | $48.28万 | 0.25% | 3,535 | 16 | 0.5% | $2,185 | 加仓 |
| ICLO | INVESCO ACTIVELY MANAGED EXC | $47.20万 | 0.25% | 18,480 | 942 | 5.4% | $2.41万 | 加仓 |
| QTEC | FIRST TR EXCHANGE-TRADED FD | $46.37万 | 0.24% | 1,538 | 739 | 92.5% | $22.28万 | 加仓 |
| TSLA | TESLA INC | $46.31万 | 0.24% | 1,253 | 50 | 4.2% | $1.85万 | 加仓 |
| META | META PLATFORMS INC | $45.60万 | 0.24% | 706 | 37 | 5.5% | $2.39万 | 加仓 |
| XEL | XCEL ENERGY INC | $45.39万 | 0.24% | 5,770 | -293 | -4.8% | -$2.31万 | 减仓 |
| WMT | WALMART INC | $44.85万 | 0.24% | 3,997 | 74 | 1.9% | $8,303 | 加仓 |
| EFV | ISHARES TR | $43.87万 | 0.23% | 5,630 | 2,585 | 84.9% | $20.14万 | 加仓 |
| AAON | AAON INC | $43.54万 | 0.23% | 4,191 | 0 | 0.0% | — | 不变 |
| BAND | BANDWIDTH INC | $42.93万 | 0.23% | 6,240 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $42.75万 | 0.22% | 10,127 | 81 | 0.8% | $3,419 | 加仓 |
| AFL | AFLAC INC | $42.75万 | 0.22% | 3,445 | 5 | 0.1% | $620 | 加仓 |
| KO | COCA COLA CO | $42.40万 | 0.22% | 5,163 | -138 | -2.6% | -$1.13万 | 减仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $41.23万 | 0.22% | 8,475 | -264 | -3.0% | -$1.28万 | 减仓 |