Beacon Investment Advisory Services, Inc. 13F 持仓 · 2026年Q2
Beacon Investment Advisory Services 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 810 只证券，申报市值合计 26.93 亿美元。前几大持仓：VTI（7.30%）、IJR（6.38%）、VEA（2.96%）。本季前 25 大持仓中：增持 7 只、减持 18 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VTI | VANGUARD INDEX FDS | $196.5M | 7.30% | 530,893 | 减持 |
| 2 | IJR | ISHARES TR | $171.9M | 6.38% | 1.2M | 增持 |
| 3 | VEA | VANGUARD TAX-MANAGED FDS | $79.7M | 2.96% | 1.1M | 增持 |
| 4 | IAU | ISHARES GOLD TR | $76.9M | 2.86% | 1.0M | 增持 |
| 5 | AMD | ADVANCED MICRO DEVICES INC | $73.9M | 2.74% | 127,204 | 减持 |
| 6 | AAPL | APPLE INC | $71.6M | 2.66% | 247,372 | 减持 |
| 7 | MSFT | MICROSOFT CORP | $67.6M | 2.51% | 181,210 | 减持 |
| 8 | VCSH | VANGUARD SCOTTSDALE FDS | $66.6M | 2.47% | 843,105 | 减持 |
| 9 | SHY | ISHARES TR | $63.7M | 2.37% | 775,709 | 减持 |
| 10 | AMAT | APPLIED MATLS INC | $62.5M | 2.32% | 86,486 | 减持 |
| 11 | NVDA | NVIDIA CORPORATION | $62.5M | 2.32% | 312,373 | 减持 |
| 12 | CAT | CATERPILLAR INC | $53.8M | 2.00% | 50,514 | 减持 |
| 13 | JPM | JPMORGAN CHASE & CO | $53.9M | 2.00% | 164,655 | 减持 |
| 14 | GOOGL | ALPHABET INC | $50.3M | 1.87% | 140,642 | 减持 |
| 15 | PANW | PALO ALTO NETWORKS INC | $50.0M | 1.86% | 146,516 | 减持 |
| 16 | VIG | VANGUARD SPECIALIZED FUNDS | $48.9M | 1.82% | 206,869 | 减持 |
| 17 | MS | MORGAN STANLEY | $47.8M | 1.77% | 228,589 | 减持 |
| 18 | ADI | ANALOG DEVICES INC | $44.3M | 1.64% | 111,445 | 减持 |
| 19 | MA | MASTERCARD INCORPORATED | $43.7M | 1.62% | 85,132 | 减持 |
| 20 | ACWI | ISHARES TR | $40.4M | 1.50% | 257,110 | 增持 |
| 21 | AGG | ISHARES TR | $38.5M | 1.43% | 388,721 | 增持 |
| 22 | AMGN | AMGEN INC | $38.0M | 1.41% | 104,988 | 减持 |
| 23 | FTNT | FORTINET INC | $35.5M | 1.32% | 231,189 | 减持 |
| 24 | SCCO | SOUTHERN COPPER CORP | $34.6M | 1.29% | 198,590 | 增持 |
| 25 | JPST | J P MORGAN EXCHANGE TRADED F | $32.4M | 1.20% | 640,700 | 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