BF

Beacon Financial Group

分散型投资策略逆势操作型高品质投资策略

申报总市值

US$10.0亿

申报季度: 2026-03-31 · 持股只数: 348

BEACON FINANCIAL GROUP在最新一期 13F 报告中披露了 348 项持股，申报期为 2026-03-31，总持股市值约为 US$10.0亿，季度换手率为 20.8%。

浏览其他10 亿至 100 亿美元机构浏览其他以“B”开头的机构

机构性格雪花图

集中度
4.96
持仓稳定性
20.83
动能／逆势
17.66
行业集中度
56.93
多样化
100
仓位均衡度
81.77

近期动向

  • 减仓 MGC

    -97.1%　-US$1483.5万

  • 减仓 SHY

    -90.1%　-US$651.0万

  • 减仓 DYNF

    -14.2%　-US$469.7万

  • 减仓 VWO

    -22.8%　-US$460.8万

  • 加仓 BOXX

    +121.0%　US$443.4万

  • 减仓 LQDH

    -92.1%　-US$434.8万

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1DGRWWisdomtree U.s. Quality DiviETF-其他5.04%-0.10%-0.60%
2VUGVanguard Growth ETFETF-其他2.61%-0.10%+7.20%
3VYMVanguard High Dvd Yield ETFETF-其他2.60%-0.28%-12.84%
4IVVIshares Core S&p 500 ETFETF-大型股与成长2.59%+0.41%+24.42%
5FDLFirst Trust Morn Dvd Lead InETF-其他2.39%+0.22%-3.92%
6BRK-BBerkshire Hathaway Inc-cl B股票-其他2.29%—+1.59%
7BILSs Spdr Bb 1-3m T-bill ETFETF-政府公债2.28%-0.11%-5.13%
8VTVVanguard Value ETFETF-其他2.27%-0.18%-9.79%
9TFLOIshares Treasury Floating RaETF-政府公债2.27%—+0.82%
10DYNFIshrs US E F R A Etf-usd INCETF-其他2.14%-0.47%-14.22%
11FVDFirst Trust Value Line DvdETF-其他1.94%—-0.68%
12ITOTIshares Core S&p Total U.s.ETF-其他1.77%—+6.25%
13VWOVanguard Ftse Emerging MarkeETF-新兴市场1.59%-0.46%-22.80%
14RDVYFirst Trust Rising DividendETF-其他1.58%—-2.16%
15NVDANvidia CORP股票-科技1.55%-0.12%-0.80%
16XOMExxon Mobil CORP股票-能源1.24%+0.34%-2.92%
17COROIsh Intl Ctry Rot Act ETFETF-其他1.15%+1.15%NEW
18JPMJpmorgan Chase & Co股票-金融1.12%-0.12%-1.24%
19AAPLApple INC股票-科技1.10%-0.11%-3.07%
20BAIIshrs Ai In And Tech Act ETFETF-科技型1.04%—+6.32%
21FQALFidelity Quality Factor ETFETF-其他1.01%—-2.40%
22FNDFSchwab Fndmn Intl Lrg Co ETFETF-其他1.00%—-1.16%
23SPTMSs Spdr P S&p 1500 Comp ETFETF-其他1.00%—-0.43%
24CGGRCap Group Growth EquityETF-其他0.99%-0.35%-18.55%
25VTIVanguard Total Stock Mkt ETFETF-其他0.99%—-0.80%
26MTUMIshares Msci USA Momentum FaETF-其他0.96%—+5.01%
27BLCRIshares Lrg Cp Cr Act Etf-uiETF-其他0.88%+0.88%NEW
28MBBIshares Mbs ETFETF-其他0.87%—+7.66%
29XDECFt Vest US Equity Enhance &ETF-其他0.86%—+0.87%
30THROIshares U.s. Thematic RotatiETF-其他0.84%—+6.13%
31BOXXAlpha Architect 1-3 Mnth BoxETF-其他0.80%+0.44%+121.03%
32TLHIshares 10-20 Year TreasuryETF-政府公债0.77%+0.18%+30.84%
33VIGVanguard Dividend Apprec ETFETF-其他0.75%—-2.46%
34MSFTMicrosoft CORP股票-科技0.74%-0.24%-0.82%
35GOVTIshares US Treasury Bond ETFETF-政府公债0.73%+0.73%NEW
36SHLDGlobal X Defense Tech ETFETF-科技型0.72%+0.26%+45.19%
37ETNEaton Corporation plc股票-工业0.71%—-4.82%
38ICSHIshares Ultra Short DurationETF-其他0.71%+0.71%NEW
39VVisa Inc-class A Shares股票-金融0.68%+0.25%+83.92%
40AVGOBroadcom INC股票-科技0.65%+0.27%+92.81%
41WFCWells Fargo & Co股票-金融0.63%-0.13%-3.43%
42KMIKinder Morgan INC股票-能源0.61%—-6.70%
43GOOGLAlphabet Inc-cl A股票-通信服务0.61%—+2.01%
44AMZNAmazon.com INC股票-周期性消费0.59%-0.14%-9.66%
45BNDXVanguard Total Intl Bond ETFETF-其他0.56%—+12.79%
46RSGRepublic Services INC股票-工业0.56%—-4.54%
47WMTWalmart INC股票-非周期性消费0.55%—+0.94%
48BINCIshares Flex I A Etf-usd INCETF-其他0.55%—+6.17%
49LAMRLamar Advertising Co-a股票-房地产0.54%—-5.37%
50QUALIshares Msci USA Quality FacETF-其他0.54%—+0.39%
1–50 of 348

本季持股变动

Beacon Financial Group 在 2026-03-31 最显著的持仓异动： 新建仓: Ish Intl Ctry Rot Act ETF (CORO); 新建仓: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建仓: Ishares US Treasury Bond ETF (GOVT); 新建仓: Ishares Ultra Short Duration (ICSH); 新建仓: Janus Henderson Aaa Clo ETF (JAAA).

Beacon Financial Group 于截至 2026-03-31 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1BOXXAlpha Architect 1-3 Mnth Box+0.4%+121.03%加仓
2IVVIshares Core S&p 500 ETF+0.4%+24.42%加仓
3GBILGoldman Sachs Access Treasur+0.4%+290.59%加仓
4XOMExxon Mobil CORP+0.3%-2.92%减仓
5HDVIshares Core High Dividend E+0.3%+1120.19%加仓
6AVGOBroadcom INC+0.3%+92.81%加仓
7SHLDGlobal X Defense Tech ETF+0.3%+45.19%加仓
8VVisa Inc-class A Shares+0.3%+83.92%加仓
9FDLFirst Trust Morn Dvd Lead In+0.2%-3.92%减仓
10TLHIshares 10-20 Year Treasury+0.2%+30.84%加仓
11PSXPhillips 66+0.1%-3.25%减仓
12SGOVIshares 0-3 Month Treasury B+0.1%+27.71%加仓
13XLESs Energy Select Sector+0.1%-5.43%减仓
14BLKBlackrock INC-0.1%-4.58%减仓
15DGRWWisdomtree U.s. Quality Divi-0.1%-0.60%减仓
16VUGVanguard Growth ETF-0.1%+7.20%加仓
17ORCLOracle CORP-0.1%+3.98%加仓
18BILSs Spdr Bb 1-3m T-bill ETF-0.1%-5.13%减仓
19AAPLApple INC-0.1%-3.07%减仓
20UPSUnited Parcel Service-cl B-0.1%-46.94%减仓
21JPMJpmorgan Chase & Co-0.1%-1.24%减仓
22NVDANvidia CORP-0.1%-0.80%减仓
23WFCWells Fargo & Co-0.1%-3.43%减仓
24AMZNAmazon.com INC-0.1%-9.66%减仓
25QCOMQualcomm INC-0.1%-6.91%减仓
26UCONFirst Trust Smith Unconstrai-0.2%-35.07%减仓
27TROWT Rowe Price Group INC-0.2%-83.93%减仓
28VTVVanguard Value ETF-0.2%-9.79%减仓
29MOAltria Group INC-0.2%-58.60%减仓
30MSFTMicrosoft CORP-0.2%-0.82%减仓
31DDECFt Vest U.s. Equity Deep Buf-0.3%-54.12%减仓
32VYMVanguard High Dvd Yield ETF-0.3%-12.84%减仓
33EMBIshares Jp Morgan Usd Emergi-0.3%-90.70%减仓
34VZVerizon Communications INC-0.3%-66.09%减仓
35CGGRCap Group Growth Equity-0.4%-18.55%减仓
36IGSBIshares 1-5y Inv Grade CORP-0.4%-86.96%减仓
37LQDHIshares Int Hedg CORP Bd ETF-0.4%-92.11%减仓
38IAUIshares Gold Trust-0.4%-55.82%减仓
39VWOVanguard Ftse Emerging Marke-0.5%-22.80%减仓
40DYNFIshrs US E F R A Etf-usd INC-0.5%-14.22%减仓
41SHYIshares 1-3 Year Treasury Bo-0.7%-90.07%减仓
42MGCVanguard Mega Cap ETF-1.5%-97.08%减仓
43COROIsh Intl Ctry Rot Act ETF—NEW新建仓
44BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建仓
45GOVTIshares US Treasury Bond ETF—NEW新建仓
46ICSHIshares Ultra Short Duration—NEW新建仓
47JAAAJanus Henderson Aaa Clo ETF—NEW新建仓
48CBChubb Limited—NEW新建仓
49CSHPIshares Dynamic Short-term A—NEW新建仓
50NEENextera Energy INC—NEW新建仓

FAQ

Beacon Financial Group 是什么机构？属于哪种投资人类型？
Beacon Financial Group 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$10.0亿，分布在 348 个已申报仓位之中。
Beacon Financial Group 目前前几大持股有哪些？
根据最新 13F 申报，Beacon Financial Group 按市值排列的前几大持股为： 1. Wisdomtree U.s. Quality Divi (DGRW) — US$5048.1万 (5.0%) 2. Vanguard Growth ETF (VUG) — US$2617.7万 (2.6%) 3. Vanguard High Dvd Yield ETF (VYM) — US$2601.9万 (2.6%) 4. Ishares Core S&p 500 ETF (IVV) — US$2598.7万 (2.6%) 5. First Trust Morn Dvd Lead In (FDL) — US$2397.7万 (2.4%)
Beacon Financial Group 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Beacon Financial Group 共进行了 50 项显著调整：新建仓 8 个仓位、加仓 11 个既有持股、减仓 31 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Ish Intl Ctry Rot Act ETF (CORO); 新建仓: Ishares Lrg Cp Cr Act Etf-ui (BLCR); 新建仓: Ishares US Treasury Bond ETF (GOVT); 新建仓: Ishares Ultra Short Duration (ICSH); 新建仓: Janus Henderson Aaa Clo ETF (JAAA)
Beacon Financial Group 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Beacon Financial Group 的主要板块分布如下： • Information Technology: 29.8% • Financials: 25.6% • Health Care: 9.3% • Energy: 9.2% • Communication Services: 8.6% • Consumer Staples: 7.1%

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