Beacon Bank & Trust 13F 持仓 · 2026年Q2
Beacon Bank & Trust 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 159 只证券，申报市值合计 5.24 亿美元。前几大持仓：SPY（8.94%）、VGSH（7.03%）、IEFA（6.64%）。本季前 25 大持仓中：增持 8 只、减持 17 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPY | STATE STR SPDR S&P 500 ETF T | $46.9M | 8.94% | 62,762 | 减持 |
| 2 | VGSH | VANGUARD SCOTTSDALE FDS | $36.9M | 7.03% | 633,681 | 增持 |
| 3 | IEFA | ISHARES TR | $34.8M | 6.64% | 360,832 | 减持 |
| 4 | VGIT | VANGUARD SCOTTSDALE FDS | $26.0M | 4.95% | 440,147 | 增持 |
| 5 | AAPL | APPLE INC | $19.8M | 3.78% | 68,470 | 减持 |
| 6 | JPST | J P MORGAN EXCHANGE TRADED F | $19.3M | 3.67% | 380,948 | 减持 |
| 7 | VYM | VANGUARD WHITEHALL FDS | $19.0M | 3.63% | 120,424 | 增持 |
| 8 | GOOGL | ALPHABET INC | $17.8M | 3.39% | 49,729 | 减持 |
| 9 | NVDA | NVIDIA CORPORATION | $15.3M | 2.93% | 76,705 | 减持 |
| 10 | USMV | ISHARES TR | $14.8M | 2.82% | 153,496 | 增持 |
| 11 | MSFT | MICROSOFT CORP | $12.9M | 2.47% | 34,694 | 减持 |
| 12 | JPM | JPMORGAN CHASE & CO | $10.2M | 1.94% | 31,087 | 减持 |
| 13 | VTES | VANGUARD WELLINGTON FD | $9.7M | 1.86% | 96,154 | 增持 |
| 14 | CSCO | CISCO SYS INC | $8.1M | 1.55% | 69,121 | 减持 |
| 15 | CSMD | PROFESIONALLY MANAGED PORTFO | $7.8M | 1.48% | 213,409 | 增持 |
| 16 | WMT | WALMART INC | $7.2M | 1.37% | 63,343 | 减持 |
| 17 | IEMG | ISHARES INC | $7.1M | 1.35% | 85,208 | 增持 |
| 18 | AMZN | AMAZON COM INC | $6.8M | 1.30% | 28,661 | 减持 |
| 19 | JNJ | JOHNSON & JOHNSON | $6.4M | 1.23% | 25,389 | 减持 |
| 20 | CAT | CATERPILLAR INC | $6.4M | 1.22% | 6,009 | 减持 |
| 21 | V | VISA INC | $6.4M | 1.21% | 18,541 | 减持 |
| 22 | TJX | TJX COS INC NEW | $5.6M | 1.07% | 37,206 | 减持 |
| 23 | XOM | EXXON MOBIL CORP | $5.4M | 1.03% | 39,327 | 减持 |
| 24 | IJH | ISHARES TR | $5.2M | 1.00% | 67,857 | 增持 |
| 25 | HD | HOME DEPOT INC | $5.1M | 0.97% | 14,454 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR