BEACON ADVISORS HOLDINGS, LLC
AUSTIN TX · SEC CIK 0002114314
$1.87亿2026Q1 申报市值
37持仓数
59.2%前十大占比 · 第一大 8.7%
1 / 0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
IEF 新建仓+$431.30万
USMV 加仓+$22.21万
DGRO 加仓+$19.04万
FVAL 加仓+$17.16万
QUAL 加仓+$10.78万
2026Q1 卖出最多 按季末市值估算
TLT 减仓-$451.13万
SPY 减仓-$17.04万
EMB 减仓-$15.08万
VWO 减仓-$14.66万
IWF 减仓-$13.22万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| PCT | PURECYCLE TECHNOLOGIES INC | $9.08万 | 0.05% | 17,500 | 0 | 0.0% | — | 不变 |
| VXF | VANGUARD INDEX FDS | $26.66万 | 0.14% | 1,296 | 5 | 0.4% | $1,029 | 加仓 |
| BBEU | J P MORGAN EXCHANGE TRADED F | $30.47万 | 0.16% | 4,207 | -148 | -3.4% | -$1.07万 | 减仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $35.57万 | 0.19% | 5,161 | -145 | -2.7% | -$9,992 | 减仓 |
| BBCA | J P MORGAN EXCHANGE TRADED F | $36.58万 | 0.20% | 3,889 | -74 | -1.9% | -$6,960 | 减仓 |
| GUNR | FLEXSHARES TR | $98.57万 | 0.53% | 17,870 | 0 | 0.0% | — | 不变 |
| VOT | VANGUARD INDEX FDS | $120.08万 | 0.64% | 4,666 | 9 | 0.2% | $2,316 | 加仓 |
| VB | VANGUARD INDEX FDS | $140.39万 | 0.75% | 5,360 | 0 | 0.0% | — | 不变 |
| SCHA | SCHWAB STRATEGIC TR | $141.45万 | 0.76% | 48,640 | 0 | 0.0% | — | 不变 |
| SCHG | SCHWAB STRATEGIC TR | $149.55万 | 0.80% | 51,339 | 66 | 0.1% | $1,923 | 加仓 |
| IVW | ISHARES TR | $198.68万 | 1.06% | 17,565 | -1,108 | -5.9% | -$12.53万 | 减仓 |
| IVE | ISHARES TR | $202.64万 | 1.08% | 9,597 | -26 | -0.3% | -$5,490 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $214.69万 | 1.15% | 33,504 | 107 | 0.3% | $6,857 | 加仓 |
| IWD | ISHARES TR | $218.09万 | 1.17% | 10,207 | -192 | -1.8% | -$4.10万 | 减仓 |
| GDX | VANECK ETF TRUST | $227.71万 | 1.22% | 24,813 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $235.86万 | 1.26% | 5,531 | -310 | -5.3% | -$13.22万 | 减仓 |
| INDA | ISHARES TR | $277.96万 | 1.49% | 59,342 | 1,362 | 2.3% | $6.38万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $283.38万 | 1.52% | 43,139 | -1,079 | -2.4% | -$7.09万 | 减仓 |
| VXUS | VANGUARD STAR FDS | $333.12万 | 1.78% | 43,201 | -510 | -1.2% | -$3.93万 | 减仓 |
| TLT | ISHARES TR | $426.52万 | 2.28% | 49,201 | -52,040 | -51.4% | -$451.13万 | 减仓 |
| IEF | ISHARES TR | $431.30万 | 2.31% | 45,191 | 45,191 | — | $431.30万 | 新建仓 |
| EMB | ISHARES TR | $535.22万 | 2.86% | 56,980 | -1,605 | -2.7% | -$15.08万 | 减仓 |
| QQQ | INVESCO QQQ TR | $581.21万 | 3.11% | 10,070 | 131 | 1.3% | $7.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $599.59万 | 3.21% | 10,034 | 27 | 0.3% | $1.61万 | 加仓 |
| VO | VANGUARD INDEX FDS | $676.95万 | 3.62% | 23,572 | 109 | 0.5% | $3.13万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $688.04万 | 3.68% | 21,447 | 7 | 0.0% | $2,246 | 加仓 |
| SCHD | SCHWAB STRATEGIC TR | $705.83万 | 3.77% | 230,060 | 233 | 0.1% | $7,148 | 加仓 |
| QUAL | ISHARES TR | $798.33万 | 4.27% | 41,621 | 562 | 1.4% | $10.78万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $818.08万 | 4.38% | 55,238 | 37 | 0.1% | $5,480 | 加仓 |
| IEFA | ISHARES TR | $915.72万 | 4.90% | 101,151 | -1,027 | -1.0% | -$9.30万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $939.09万 | 5.02% | 14,440 | -262 | -1.8% | -$17.04万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $1,004.71万 | 5.37% | 185,885 | -2,713 | -1.4% | -$14.66万 | 减仓 |
| DGRO | ISHARES TR | $1,092.99万 | 5.85% | 155,741 | 2,713 | 1.8% | $19.04万 | 加仓 |
| USMV | ISHARES TR | $1,244.44万 | 6.66% | 134,186 | 2,395 | 1.8% | $22.21万 | 加仓 |
| IEMG | ISHARES INC | $1,292.76万 | 6.91% | 185,342 | 295 | 0.2% | $2.06万 | 加仓 |
| FVAL | FIDELITY COVINGTON TRUST | $1,344.20万 | 7.19% | 193,688 | 2,473 | 1.3% | $17.16万 | 加仓 |
| IVV | ISHARES TR | $1,622.22万 | 8.68% | 24,835 | -183 | -0.7% | -$11.95万 | 减仓 |