Beacon Financial Strategies CORP 13F 持仓 · 2026年Q2
Beacon Financial Strategies 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 208 只证券，申报市值合计 2.01 亿美元。前几大持仓：VTI（18.11%）、DFAC（17.42%）、VCSH（11.88%）。本季前 25 大持仓中：新建仓 1 只、增持 15 只、减持 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $36.4M | 18.11% | 98,471 | 增持 |
| 2 | DFAC | DIMENSIONAL ETF TRUST | $35.0M | 17.42% | 790,070 | 减持 |
| 3 | VCSH | VANGUARD SCOTTSDALE FDS | $23.9M | 11.88% | 302,407 | 增持 |
| 4 | VTV | VANGUARD INDEX FDS | $19.6M | 9.75% | 90,043 | 增持 |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | $16.8M | 8.33% | 235,150 | 增持 |
| 6 | VB | VANGUARD INDEX FDS | $12.3M | 6.12% | 40,606 | 增持 |
| 7 | VO | VANGUARD INDEX FDS | $11.7M | 5.82% | 145,415 | 增持 |
| 8 | VXUS | VANGUARD STAR FDS | $11.2M | 5.54% | 130,455 | 增持 |
| 9 | VGSH | VANGUARD SCOTTSDALE FDS | $8.2M | 4.08% | 140,927 | 增持 |
| 10 | DFUS | DIMENSIONAL ETF TRUST | $1.8M | 0.91% | 22,239 | 持平 |
| 11 | AMZN | AMAZON COM INC | $1.6M | 0.80% | 6,770 | 增持 |
| 12 | LLY | ELI LILLY & CO | $960,629 | 0.48% | 801 | 持平 |
| 13 | VV | VANGUARD INDEX FDS | $787,210 | 0.39% | 2,289 | 减持 |
| 14 | AAPL | APPLE INC | $759,820 | 0.38% | 2,626 | 增持 |
| 15 | IVV | ISHARES TR | $744,092 | 0.37% | 994 | 增持 |
| 16 | IBM | INTERNATIONAL BUSINESS MACHS | $709,212 | 0.35% | 2,522 | 持平 |
| 17 | VIG | VANGUARD SPECIALIZED FUNDS | $661,100 | 0.33% | 2,794 | 增持 |
| 18 | TXN | TEXAS INSTRS INC | $633,399 | 0.31% | 2,125 | 持平 |
| 19 | GSK | GSK PLC | $595,387 | 0.30% | 11,358 | 持平 |
| 20 | IWD | ISHARES TR | $580,712 | 0.29% | 2,395 | 减持 |
| 21 | GOOGL | ALPHABET INC | $556,366 | 0.28% | 1,557 | 增持 |
| 22 | SFLR | INNOVATOR ETFS TRUST | $539,619 | 0.27% | 13,987 | 新建仓 |
| 23 | MRK | MERCK & CO INC | $487,770 | 0.24% | 3,796 | 增持 |
| 24 | JNJ | JOHNSON & JOHNSON | $432,694 | 0.22% | 1,704 | 增持 |
| 25 | CSCO | CISCO SYS INC | $353,320 | 0.18% | 3,008 | 持平 |
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