Beacon Financial Planning, Inc 13F 持仓 · 2026年Q2
Beacon Financial Planning 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 85 只证券，申报市值合计 2.95 亿美元。前几大持仓：IVV（13.53%）、QQQ（11.36%）、FNDF（7.44%）。本季前 25 大持仓中：增持 15 只、减持 10 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $39.8M | 13.53% | 53,211 | 减持 |
| 2 | QQQ | INVESCO QQQ TR | $33.5M | 11.36% | 45,449 | 减持 |
| 3 | FNDF | SCHWAB STRATEGIC TR | $21.9M | 7.44% | 415,135 | 增持 |
| 4 | BRKB | BERKSHIRE HATHAWAY INC DEL | $20.6M | 6.99% | 41,158 | 减持 |
| 5 | IJH | ISHARES TR | $17.0M | 5.77% | 220,317 | 减持 |
| 6 | VB | VANGUARD INDEX FDS | $10.9M | 3.68% | 35,796 | 增持 |
| 7 | WELL | WELLTOWER INC | $9.7M | 3.29% | 42,657 | 增持 |
| 8 | SOXX | ISHARES TR | $9.6M | 3.26% | 14,994 | 减持 |
| 9 | SCHD | SCHWAB STRATEGIC TR | $9.5M | 3.23% | 300,191 | 增持 |
| 10 | GTO | INVESCO ACTIVELY MANAGED EXC | $9.0M | 3.06% | 192,081 | 减持 |
| 11 | TSLA | TESLA INC | $7.5M | 2.55% | 17,875 | 增持 |
| 12 | MTUM | ISHARES TR | $7.3M | 2.47% | 21,244 | 增持 |
| 13 | QUAL | ISHARES TR | $7.2M | 2.45% | 32,870 | 减持 |
| 14 | DYNF | BLACKROCK ETF TRUST | $6.3M | 2.13% | 92,373 | 增持 |
| 15 | XSHQ | INVESCO EXCH TRADED FD TR II | $6.1M | 2.05% | 125,141 | 减持 |
| 16 | HYDB | ISHARES TR | $5.5M | 1.86% | 117,216 | 增持 |
| 17 | VFQY | VANGUARD WELLINGTON FD | $4.4M | 1.50% | 25,958 | 减持 |
| 18 | IXUS | ISHARES TR | $4.3M | 1.47% | 45,432 | 增持 |
| 19 | VIGI | VANGUARD WHITEHALL FDS | $4.3M | 1.47% | 46,515 | 增持 |
| 20 | VOOV | VANGUARD ADMIRAL FDS INC | $3.9M | 1.33% | 17,824 | 增持 |
| 21 | JEPQ | J P MORGAN EXCHANGE TRADED F | $3.4M | 1.14% | 54,547 | 增持 |
| 22 | NVDA | NVIDIA CORPORATION | $3.3M | 1.13% | 16,582 | 增持 |
| 23 | SPGP | INVESCO EXCHANGE TRADED FD T | $2.9M | 1.00% | 24,028 | 减持 |
| 24 | BINC | BLACKROCK ETF TRUST II | $2.9M | 0.99% | 55,828 | 增持 |
| 25 | DGRO | ISHARES TR | $2.5M | 0.85% | 33,163 | 增持 |
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