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Beaumont Financial Advisors, LLC · 13F 持仓分析
期权收益计算器 机构排行

Beaumont Financial Advisors, LLC

No.2076 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$15.71亿
环比变动 Q1 2026
+$1.16亿+7.9%
持仓股票数
383
新买入
34
加仓
130
减仓
169
清仓
20
持股不变
50
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
谷歌AGOOGL
4.83%4.24%$7,583.4万21.2万股$6,174.8万21.5万股-2,531股-1.18%减仓
苹果AAPL
4.7%4.48%$7,384.1万25.5万股$6,520.7万25.7万股-1,742股-0.68%减仓
IiShares安硕信托IVV
4.2%4.08%$6,598.7万8.8万股$5,942.3万9.1万股-2,858股-3.14%减仓
IiShares安硕·COREIJH
2.9%2.62%$4,553.8万59.1万股$3,818.2万56.5万股+2.5万股+4.45%加仓
IiShares安硕·S&P SMALL-CAP 600 GROWTH ETFIJT
2.84%2.48%$4,456.5万25.0万股$3,605.2万24.9万股+392股+0.16%加仓
英伟达NVDA
2.67%2.47%$4,199.1万21.0万股$3,598.0万20.6万股+3,555股+1.72%加仓
微软MSFT
2.63%2.77%$4,135.9万11.1万股$4,033.3万10.9万股+1,918股+1.76%加仓
AADVISORS INNER CIRCLE FD III STRATEGAS MACROSAMT
2.48%2.57%$3,897.3万81.6万股$3,737.4万95.2万股-13.5万股-14.21%减仓
亚马逊AMZN
2.3%2.18%$3,606.8万15.1万股$3,175.6万15.2万股-1,147股-0.75%减仓
FFIDELITY FUNDAMENTAL GLOBAL EX US ETFFFGX
1.99%1.46%$3,118.6万89.7万股$2,117.4万69.5万股+20.2万股+29.06%加仓
V先锋领航指数基金VUG
1.88%1.74%$2,959.4万34.4万股$2,527.3万5.8万股+28.6万股+493.77%加仓
IiShares安硕信托SGOV
1.85%4.48%$2,910.5万28.9万股$6,515.0万64.7万股-35.8万股-55.33%减仓
伯克希尔哈撒韦BRK.B
1.81%1.87%$2,843.8万5.7万股$2,716.8万5.7万股+137股+0.24%加仓
强生JNJ
1.8%1.93%$2,824.5万11.1万股$2,814.0万11.5万股-3,906股-3.39%减仓
VVISTASHARES ARTIFICIAL INTELLIGENCE SUPERCYCLE ETFAIS
1.74%1.01%$2,733.7万32.0万股$1,472.8万35.1万股-3.1万股-8.82%减仓
IISHARES TRLDRT
1.71%0.24%$2,684.8万106.9万股$355.9万14.1万股+92.8万股+658.68%加仓
V先锋领航指数基金VOO
1.67%1.44%$2,624.7万3.8万股$2,094.2万3.5万股+3,169股+9.04%加仓
F富达·WISE ORIGIN BITCOIN FUNDFBTC
1.47%1.81%$2,312.6万45.3万股$2,628.6万44.5万股+7,705股+1.73%加仓
JJ P MORGAN EXCHANGE TRADED FD EQUITY FOCUS ETFJPEF
1.46%1.94%$2,291.0万28.5万股$2,822.0万39.3万股-10.8万股-27.43%减仓
SSPROTT ASSET MANAGEMENTCEF
1.44%1.85%$2,268.4万56.4万股$2,696.1万56.5万股-1,125股-0.20%减仓
Meta平台META
1.44%1.58%$2,267.4万4.0万股$2,294.3万4.0万股+152股+0.38%加仓
EEA SERIES TRUSTFRDM
1.43%1.18%$2,244.6万30.8万股$1,711.3万31.3万股-5,245股-1.67%减仓
F第一信托·EXCHANGE-TRADED FD WCM INTL EQUITYWCMI
1.43%0.88%$2,244.4万114.7万股$1,286.7万76.7万股+38.0万股+49.47%加仓
F富达Covington信托FFLC
1.39%$2,188.7万37.2万股$00股+37.2万股新买入
VisaV
1.35%1.3%$2,112.5万6.2万股$1,895.2万6.3万股-1,131股-1.80%减仓
SSPDR道富系列信托BIL
1.33%1.77%$2,093.5万22.8万股$2,580.2万28.2万股-5.3万股-18.87%减仓
麦当劳MCD
1.26%1.57%$1,982.0万7.3万股$2,280.6万7.3万股-54股-0.07%减仓
AALLSPRING EXCHANGE TRADED FUAPLU
1.14%1.21%$1,794.3万72.9万股$1,755.4万71.1万股+1.8万股+2.54%加仓
DDICKS SPORTING GOODSDKS
1.12%1.08%$1,759.0万7.8万股$1,565.3万7.9万股-1,384股-1.75%减仓
VVANECK EMERGING MARKETS BOND ETFEMBX
1.06%0.98%$1,658.3万32.3万股$1,432.0万28.6万股+3.7万股+13.09%加仓
IiShares安硕信托DGRO
0.97%0.96%$1,521.8万20.1万股$1,391.2万19.8万股+2,571股+1.30%加仓
FFT VEST RISING DIVIDEND ACHIEVERS TARGETRDVI
0.95%0.89%$1,489.5万50.7万股$1,290.9万50.5万股+1,414股+0.28%加仓
VANECK REAL ASSETS ETFRAAX
0.89%1.02%$1,400.2万35.3万股$1,478.3万36.3万股-1.0万股-2.80%减仓
VVanEck·CLO ETFCLOI
0.86%0.81%$1,347.5万25.4万股$1,178.0万22.4万股+3.1万股+13.85%加仓
TTidal·TRUST IIIPOW
0.84%0.04%$1,316.1万42.5万股$64.4万2.7万股+39.8万股+1,499.74%加仓
百事可乐PEP
0.84%1.04%$1,313.0万9.7万股$1,513.8万9.7万股-512股-0.53%减仓
SSPDR道富系列信托XNTK
0.75%$1,184.0万3.0万股$00股+3.0万股新买入
F第一信托·USTFDN
0.73%0.71%$1,149.1万4.3万股$1,033.3万4.4万股-742股-1.68%减仓
GRAYSCALE BITCOIN TRUST ETFGBTC
0.72%0.94%$1,136.2万25.0万股$1,365.1万25.9万股-9,122股-3.53%减仓
F第一信托交易所交易基金FYC
0.69%$1,088.3万8.2万股$00股+8.2万股新买入
IiShares安硕信托HDV
0.65%0.7%$1,027.3万37.5万股$1,022.6万7.5万股+29.9万股+397.40%加仓
AAlphabet Inc Class CGOOG
0.65%0.58%$1,014.4万2.9万股$844.7万2.9万股-737股-2.50%减仓
SSSGA ACTIVE TRPRIV
0.62%0.57%$979.6万38.9万股$834.7万33.1万股+5.8万股+17.59%加仓
J摩根大通交易所交易基金JGRO
0.62%0.58%$966.5万9.8万股$838.8万9.9万股-1,219股-1.23%减仓
F第一信托交易所交易基金SCIO
0.56%0.5%$882.8万42.7万股$724.3万35.1万股+7.6万股+21.70%加仓
IiShares安硕信托DVY
0.55%0.59%$870.8万5.6万股$855.9万5.7万股-814股-1.44%减仓
FFEDERATED HERMES ETF TRUSTFTRB
0.52%0.47%$819.7万32.7万股$689.8万27.4万股+5.2万股+19.07%加仓
VVanEck Russia ETFBBH
0.51%0.53%$807.8万7.8万股$776.0万8.0万股-2,547股-3.17%减仓
美国电力AEP
0.51%0.53%$807.1万5.9万股$774.7万5.9万股-106股-0.18%减仓
GGMO INTERNATIONAL VALUE ETFGMOI
0.48%$749.0万20.0万股$00股+20.0万股新买入

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