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Beacon Harbor Wealth Advisors, Inc. · 13F 持仓分析
期权收益计算器 机构排行

Beacon Harbor Wealth Advisors, Inc.

No.4176 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$5.13亿
环比变动 Q1 2026
+$3,607.8万+7.6%
持仓股票数
70
新买入
17
加仓
28
减仓
14
清仓
17
持股不变
11
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航指数基金VXF
9.14%5.68%$4,688.6万19.9万股$2,710.8万13.2万股+6.7万股+50.73%加仓
V先锋领航指数基金VOO
6.25%5.71%$3,209.1万4.7万股$2,726.1万4.6万股+1,115股+2.44%加仓
V先锋领航·TOTALBND
5.82%5.79%$2,987.4万41.4万股$2,763.1万37.5万股+3.8万股+10.23%加仓
IiShares安硕IEMG
4.84%2.62%$2,483.6万32.0万股$1,248.0万17.9万股+14.1万股+78.86%加仓
DDimensional维度ETF信托DFCF
3.16%1.81%$1,620.1万39.0万股$862.4万20.4万股+18.6万股+91.11%加仓
GGRANITESHARES BLOOMBERG COMMODITY BROAD STRATEGY NO K-1 ETFCOMB
2.94%2.82%$1,509.0万58.3万股$1,345.6万51.2万股+7.1万股+13.77%加仓
DDAVIS FUNDAMENTAL ETF TR SELECT FINANCIAL ETFDFNL
2.93%$1,501.7万29.3万股$00股+29.3万股新买入
PPACER AMERICAN ENERGY INFRASTRUCTURE ETFUSAI
2.87%$1,474.1万31.6万股$00股+31.6万股新买入
IiShares安硕信托IEFA
2.82%2.01%$1,448.2万14.7万股$958.9万10.6万股+4.1万股+39.16%加仓
AAMPLIFY ETF TRHACK
2.78%$1,427.9万13.4万股$00股+13.4万股新买入
LumentumLITE
2.48%3.2%$1,275.3万1.8万股$1,528.1万2.2万股-3,881股-17.85%减仓
J骏利亨德森JAAA
2.17%2%$1,112.1万22.0万股$953.4万18.9万股+3.1万股+16.34%加仓
FFLEXFLEX
1.97%1.41%$1,012.7万8.9万股$671.6万10.3万股-1.4万股-13.22%减仓
AMGEN COMAMGN
1.87%1.79%$961.6万2.5万股$855.8万2.4万股+642股+2.64%加仓
百时美施贵宝BMY
1.86%$955.1万14.6万股$00股+14.6万股新买入
家得宝HD
1.86%$953.9万2.9万股$00股+2.9万股新买入
谷歌AGOOGL
1.72%1.79%$884.5万2.5万股$851.8万3.0万股-4,786股-16.16%减仓
PPROLOGIS COMPLD
1.7%1.65%$874.8万6.0万股$786.4万5.9万股+994股+1.67%加仓
HOWMET AEROSPACE COMHWM
1.7%$872.2万3.1万股$00股+3.1万股新买入
英伟达NVDA
1.69%1.6%$869.9万4.3万股$762.1万4.4万股-367股-0.84%减仓
宝洁PG
1.66%$852.6万5.9万股$00股+5.9万股新买入
雪佛龙CVX
1.65%1.84%$848.3万4.3万股$878.1万4.2万股+658股+1.55%加仓
福克斯FOXA
1.65%$847.9万14.6万股$00股+14.6万股新买入
N新纪元能源NEE
1.65%1.84%$845.1万9.7万股$878.9万9.5万股+2,599股+2.75%加仓
威瑞森VZ
1.64%1.68%$843.4万18.0万股$802.8万16.0万股+2.0万股+12.66%加仓
麦当劳MCD
1.64%$839.9万3.1万股$00股+3.1万股新买入
安费诺APH
1.62%1.58%$832.1万5.2万股$752.3万6.0万股-7,756股-13.03%减仓
PHILIP MORRIS INTLPM
1.58%1.41%$812.0万4.3万股$672.5万4.1万股+1,880股+4.62%加仓
IIBMIBM
1.56%0.09%$801.5万3.6万股$44.2万1,825股+3.4万股+1,863.62%加仓
F5FFIV
1.56%$800.5万2.0万股$00股+2.0万股新买入
辉瑞PFE
1.54%1.78%$791.0万31.6万股$850.4万30.3万股+1.3万股+4.44%加仓
百事可乐PEP
1.51%1.72%$777.3万5.6万股$822.0万5.3万股+2,765股+5.22%加仓
CF INDSCF
1.5%$769.7万6.1万股$00股+6.1万股新买入
CCOMFORT SYS USAFIX
1.49%1.86%$764.4万4,420股$888.6万6,444股-2,024股-31.41%减仓
VertivVRT
1.39%1.55%$711.2万2.9万股$741.6万3.0万股-156股-0.53%减仓
DDYCOM INDSDY
1.3%$667.2万1.7万股$00股+1.7万股新买入
AASTRONICSATRO
1.29%$662.6万9.5万股$00股+9.5万股新买入
默沙东MRK
1.28%1.26%$654.9万5.0万股$599.8万5.0万股+431股+0.86%加仓
IiShares安硕信托PFF
1.15%1.18%$587.9万19.3万股$561.3万18.5万股+7,814股+4.22%加仓
艾伯维ABBV
1.07%1.59%$548.9万2.2万股$756.5万3.5万股-1.3万股-37.12%减仓
DDimensional维度ETF信托DFIV
1.03%0.99%$530.4万9.3万股$472.0万8.9万股+3,186股+3.56%加仓
AAPPLOVINAPP
1.01%1.02%$515.9万1.3万股$486.5万1.2万股+807股+6.60%加仓
V先锋领航·TOTALBNDX
0.86%0.88%$441.8万9.2万股$417.6万8.7万股+5,566股+6.40%加仓
IiShares安硕·MSCI EAFE SMALL-CAP ETFSCZ
0.67%0.64%$342.9万4.1万股$305.5万3.9万股+1,912股+4.91%加仓
雅培ABT
0.6%$306.5万2.9万股$00股+2.9万股新买入
PPERMIAN RESOURCESPR
0.43%$221.7万10.4万股$00股+10.4万股新买入
PPJT Partners, Inc. CL APJT
0.43%$218.4万1.3万股$00股+1.3万股新买入
苹果AAPL
0.35%1.78%$181.4万5,873股$847.3万3.3万股-2.8万股-82.41%减仓
IiShares安硕信托GVI
0.27%0.29%$137.1万1.3万股$137.5万1.3万股00.00%持仓不变
微软MSFT
0.22%0.15%$115.3万2,481股$73.1万1,975股+506股+25.62%加仓

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