Beacon Harbor Wealth Advisors, Inc. 13F 持仓 · 2026年Q2
Beacon Harbor Wealth Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 5.13 亿美元。前几大持仓：VXF（9.14%）、VOO（6.25%）、BND（5.82%）。本季前 25 大持仓中：新建仓 9 只、增持 12 只、减持 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VXF | VANGUARD INDEX FDS | $46.9M | 9.14% | 198,535 | 增持 |
| 2 | VOO | VANGUARD INDEX FDS | $32.1M | 6.25% | 46,736 | 增持 |
| 3 | BND | VANGUARD BD INDEX FDS | $29.9M | 5.82% | 413,600 | 增持 |
| 4 | IEMG | ISHARES INC | $24.8M | 4.84% | 320,008 | 增持 |
| 5 | DFCF | DIMENSIONAL ETF TRUST | $16.2M | 3.16% | 390,392 | 增持 |
| 6 | COMB | GRANITESHARES ETF TR | $15.1M | 2.94% | 582,845 | 增持 |
| 7 | DFNL | DAVIS FUNDAMENTAL ETF TR | $15.0M | 2.93% | 292,783 | 新建仓 |
| 8 | USAI | PACER FDS TR | $14.7M | 2.87% | 316,416 | 新建仓 |
| 9 | IEFA | ISHARES TR | $14.5M | 2.82% | 147,399 | 增持 |
| 10 | HACK | AMPLIFY ETF TR | $14.3M | 2.78% | 133,709 | 新建仓 |
| 11 | LITE | LUMENTUM HLDGS INC | $12.8M | 2.48% | 17,863 | 减持 |
| 12 | JAAA | JANUS DETROIT STR TR | $11.1M | 2.17% | 220,208 | 增持 |
| 13 | FLEX | FLEX LTD | $10.1M | 1.97% | 89,032 | 减持 |
| 14 | AMGN | AMGEN INC | $9.6M | 1.87% | 24,965 | 增持 |
| 15 | BMY | BRISTOL-MYERS SQUIBB CO | $9.6M | 1.86% | 146,238 | 新建仓 |
| 16 | HD | HOME DEPOT INC | $9.5M | 1.86% | 28,735 | 新建仓 |
| 17 | GOOGL | ALPHABET INC | $8.8M | 1.72% | 24,836 | 减持 |
| 18 | HWM | HOWMET AEROSPACE INC | $8.7M | 1.70% | 30,902 | 新建仓 |
| 19 | PLD | PROLOGIS INC. | $8.7M | 1.70% | 60,492 | 增持 |
| 20 | NVDA | NVIDIA CORPORATION | $8.7M | 1.69% | 43,333 | 减持 |
| 21 | PG | PROCTER & GAMBLE CO | $8.5M | 1.66% | 59,006 | 新建仓 |
| 22 | CVX | CHEVRON CORPORATION | $8.5M | 1.65% | 43,099 | 增持 |
| 23 | FOXA | FOX CORP | $8.5M | 1.65% | 145,618 | 新建仓 |
| 24 | NEE | NEXTERA ENERGY INC | $8.5M | 1.65% | 97,222 | 增持 |
| 25 | MCD | MCDONALDS CORP | $8.4M | 1.64% | 31,032 | 新建仓 |
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