Beaumont Asset Management, L.L.C. 13F 持仓 · 2026年Q2
Beaumont Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 79 只证券，申报市值合计 2.57 亿美元。前几大持仓：IVV（28.83%）、MOAT（7.24%）、PULS（6.94%）。本季前 25 大持仓中：增持 15 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $74.2M | 28.83% | 99,101 | 增持 |
| 2 | MOAT | VANECK ETF TRUST | $18.6M | 7.24% | 179,283 | 减持 |
| 3 | PULS | PGIM ETF TR | $17.9M | 6.94% | 360,506 | 增持 |
| 4 | GOOGL | ALPHABET INC | $10.8M | 4.19% | 30,210 | 增持 |
| 5 | SPHQ | INVESCO EXCHANGE TRADED FD T | $7.6M | 2.95% | 84,339 | 减持 |
| 6 | VEU | VANGUARD INTL EQUITY INDEX F | $7.6M | 2.94% | 90,297 | 增持 |
| 7 | XSD | SPDR SERIES TRUST | $7.1M | 2.77% | 11,434 | 增持 |
| 8 | VUSB | VANGUARD BD INDEX FDS | $6.6M | 2.57% | 132,982 | 增持 |
| 9 | MSFT | MICROSOFT CORP | $6.2M | 2.42% | 16,722 | 减持 |
| 10 | IBDW | ISHARES TR | $5.8M | 2.24% | 276,416 | 增持 |
| 11 | JAAA | JANUS DETROIT STR TR | $5.3M | 2.05% | 104,415 | 减持 |
| 12 | AMZN | AMAZON COM INC | $5.2M | 2.02% | 21,864 | 增持 |
| 13 | VTV | VANGUARD INDEX FDS | $4.9M | 1.90% | 22,443 | 减持 |
| 14 | IBDV | ISHARES TR | $4.2M | 1.62% | 191,235 | 增持 |
| 15 | VBR | VANGUARD INDEX FDS | $4.0M | 1.56% | 16,565 | 减持 |
| 16 | AVGO | BROADCOM INC | $3.7M | 1.45% | 9,908 | 增持 |
| 17 | XLE | SELECT SECTOR SPDR TR | $3.5M | 1.34% | 65,097 | 增持 |
| 18 | MGK | VANGUARD WORLD FD | $3.1M | 1.21% | 35,335 | 增持 |
| 19 | GS | GOLDMAN SACHS GROUP INC | $2.7M | 1.04% | 2,650 | 减持 |
| 20 | BLK | BLACKROCK INC | $2.6M | 1.02% | 2,721 | 增持 |
| 21 | OEF | ISHARES TR | $2.6M | 1.01% | 7,084 | 持平 |
| 22 | VTI | VANGUARD INDEX FDS | $2.6M | 1.01% | 7,029 | 增持 |
| 23 | IBDR | ISHARES TR | $2.5M | 0.98% | 104,541 | 减持 |
| 24 | IBDU | ISHARES TR | $2.5M | 0.98% | 109,199 | 增持 |
| 25 | WMT | WALMART INC | $2.5M | 0.97% | 22,111 | 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