BC

Beacon Capital Management, LLC

分散型投資策略

申報總市值

US$5.7億

申報季度: 2026-03-31 · 持股檔數: 166

Beacon Capital Management, LLC在最新一期 13F 報告中揭露了 166 項持股，申報期為 2026-03-31，總持股市值約為 US$5.7億，季度換手率為 24.0%。

機構性格雪花圖

集中度
30.68
持倉穩定性
23.96
動能／逆勢
48.31
產業集中度
63.12
多樣化
100
倉位均衡度
65.65

近期動向

  • 減碼 MGK

    -13.4%　-US$1474.8萬

  • 減碼 SPY

    -12.8%　-US$2197.9萬

  • 減碼 VUG

    -13.5%　-US$885.4萬

  • 減碼 VTI

    -15.1%　-US$1121.3萬

  • 減碼 QQQ

    -12.3%　-US$1221.9萬

  • 減碼 BILZ

    -18.4%　-US$1093.4萬

持倉地圖

新建倉加碼不變減碼

前十大持股佔比

本季完整持股清單

#代號標的名稱資產子類別佔比佔比變動持倉量變化4Q Trend
1SPYSs Spdr S&p 500 ETF Trust-usETF-大型股與成長19.15%-1.08%-12.81%
2QQQInvesco Qqq Trust Series 1ETF-科技型10.07%-0.67%-12.34%
3MGKVanguard Mega Cap Growth ETFETF-其他8.78%-1.22%-13.35%
4BILZPimco Ultra Shrt Govt ActiveETF-其他8.67%-0.64%-18.37%
5VTIVanguard Total Stock Mkt ETFETF-其他8.57%-0.70%-15.10%
6VUGVanguard Growth ETFETF-其他5.36%-0.72%-13.52%
7DIASs Spdr Dow Jones Indus AvgETF-大型股與成長2.87%-0.28%-17.09%
8VGTVanguard Info Tech ETFETF-科技型2.60%-0.26%-13.60%
9VOOVVanguard S&p 500 Value ETFETF-大型股與成長2.56%+0.02%-11.04%
10AAPLApple INC股票-科技2.50%—+5.82%
11NVDANvidia CORP股票-科技2.40%—+6.80%
12VVVanguard Large-cap ETFETF-其他1.31%-0.06%-11.48%
13AMZNAmazon.com INC股票-循環性消費1.26%-0.06%-6.77%
14IVWIshares S&p 500 Growth ETFETF-大型股與成長0.82%+0.43%+101.36%
15VOOVanguard S&p 500 ETFETF-大型股與成長0.74%-0.04%-11.79%
16MSFTMicrosoft CORP股票-科技0.69%-0.08%+2.17%
17TSLATesla INC股票-循環性消費0.63%-0.07%-5.12%
18RFRegions Financial CORP股票-金融0.63%—-2.77%
19GOOGLAlphabet Inc-cl A股票-通訊服務0.60%+0.01%-2.45%
20PGProcter & Gamble Co/the股票-非循環性消費0.55%—+0.17%
21IVEIshares S&p 500 Value ETFETF-大型股與成長0.55%+0.52%+1425.00%
22COROIsh Intl Ctry Rot Act ETFETF-其他0.52%+0.52%NEW
23IVVIshares Core S&p 500 ETFETF-大型股與成長0.48%+0.11%+20.01%
24DYNFIshrs US E F R A Etf-usd INCETF-其他0.48%+0.48%NEW
25CTASimplify Managed Futures StETF-其他0.42%-0.12%-38.01%
26SGOVIshares 0-3 Month Treasury BETF-政府公債0.42%—-12.37%
27BUCKSimplify Treasury Option INCETF-政府公債0.42%-0.16%-36.16%
28QUALIshares Msci USA Quality FacETF-其他0.37%+0.37%NEW
29GOOGAlphabet Inc-cl C股票-通訊服務0.37%-0.01%-7.16%
30WMTWalmart INC股票-非循環性消費0.37%—-6.34%
31SCHFSchwab Intl Equity ETFETF-其他0.36%+0.22%+120.43%
32PNFPPinnacle Financial Partners股票-金融0.34%+0.34%NEW
33COSTCostco Wholesale CORP股票-非循環性消費0.32%—-3.71%
34CVXChevron CORP股票-能源0.30%+0.11%+0.61%
35HCAHca Healthcare INC股票-醫療保健0.30%—-4.59%
36LLYEli Lilly & Co股票-醫療保健0.30%—+0.81%
37FOXYSimplify Currency Strtgy ETFETF-其他0.29%—-6.75%
38SBARSimplify Barrier Income ETFETF-其他0.28%—-2.95%
39MTUMIshares Msci USA Momentum FaETF-其他0.27%+0.27%NEW
40AGGHSimplify Aggregate Bond ETFETF-其他0.27%-0.08%-32.22%
41CHRWC.h. Robinson Worldwide INC股票-工業0.27%——
42METAMeta Platforms Inc-class A股票-通訊服務0.26%-0.02%-7.09%
43GLDSpdr Gold SharesETF-避險與商品0.26%—+5.39%
44SPYGSs Spdr P S&p 500 Growth ETFETF-大型股與成長0.26%+0.11%+61.01%
45BRK-BBerkshire Hathaway Inc-cl B股票-其他0.25%—-8.42%
46IEMGIshares Core Msci EmergingETF-新興市場0.25%+0.20%+366.84%
47JNJJohnson & Johnson股票-醫療保健0.25%—-0.26%
48AVGOBroadcom INC股票-科技0.24%—+0.50%
49XOMExxon Mobil CORP股票-能源0.21%+0.07%-1.57%
50VIGVanguard Dividend Apprec ETFETF-其他0.20%—-15.79%
1–50 of 166

本季持股變動

Beacon Capital Management, LLC 在 2026-03-31 最顯著的持倉異動： 新建倉: Ish Intl Ctry Rot Act ETF (CORO); 新建倉: Ishrs US E F R A Etf-usd INC (DYNF); 新建倉: Ishares Msci USA Quality Fac (QUAL); 新建倉: Pinnacle Financial Partners (PNFP); 清倉: Simplify Enhanced Income ETF (HIGH).

Beacon Capital Management, LLC 於截至 2026-03-31 該季申報之持倉異動，含代號、發行人、權重變化、股數變化與操作類型
#代號標的名稱佔比變動持倉量變化異動類型
1IVEIshares S&p 500 Value ETF+0.5%+1425.00%加碼
2IVWIshares S&p 500 Growth ETF+0.4%+101.36%加碼
3SCHFSchwab Intl Equity ETF+0.2%+120.43%加碼
4IEMGIshares Core Msci Emerging+0.2%+366.84%加碼
5PPLTAbrdn Physical Platinum Shrs+0.1%+196.65%加碼
6SLVIshares Silver Trust+0.1%+85.08%加碼
7SPYGSs Spdr P S&p 500 Growth ETF+0.1%+61.01%加碼
8CVXChevron CORP+0.1%+0.61%加碼
9IVVIshares Core S&p 500 ETF+0.1%+20.01%加碼
10PYLDPimco Multisector Bond Actv+0.1%+131.26%加碼
11SPYVSs Spdr P S&p 500 Value ETF+0.1%+94.21%加碼
12XOMExxon Mobil CORP+0.1%-1.57%減碼
13VOOVVanguard S&p 500 Value ETF0%-11.04%減碼
14GOOGLAlphabet Inc-cl A0%-2.45%減碼
15SGOVIshares 0-3 Month Treasury B—-12.37%減碼
16GOOGAlphabet Inc-cl C0%-7.16%減碼
17METAMeta Platforms Inc-class A0%-7.09%減碼
18VOOVanguard S&p 500 ETF0%-11.79%減碼
19GAEMSimplify Gamma Emrg Mrk Bnd0%-35.68%減碼
20VVVanguard Large-cap ETF-0.1%-11.48%減碼
21AMZNAmazon.com INC-0.1%-6.77%減碼
22TSLATesla INC-0.1%-5.12%減碼
23MSFTMicrosoft CORP-0.1%+2.17%加碼
24AGGHSimplify Aggregate Bond ETF-0.1%-32.22%減碼
25SMASmartstop Self Storage Reit-0.1%-45.67%減碼
26CTASimplify Managed Futures St-0.1%-38.01%減碼
27SVOLSimplify Volatility Premium-0.1%-37.69%減碼
28BUCKSimplify Treasury Option INC-0.2%-36.16%減碼
29VGTVanguard Info Tech ETF-0.3%-13.60%減碼
30DIASs Spdr Dow Jones Indus Avg-0.3%-17.09%減碼
31BILZPimco Ultra Shrt Govt Active-0.6%-18.37%減碼
32QQQInvesco Qqq Trust Series 1-0.7%-12.34%減碼
33VTIVanguard Total Stock Mkt ETF-0.7%-15.10%減碼
34VUGVanguard Growth ETF-0.7%-13.52%減碼
35SPYSs Spdr S&p 500 ETF Trust-us-1.1%-12.81%減碼
36MGKVanguard Mega Cap Growth ETF-1.2%-13.35%減碼
37COROIsh Intl Ctry Rot Act ETF—NEW新建倉
38DYNFIshrs US E F R A Etf-usd INC—NEW新建倉
39QUALIshares Msci USA Quality Fac—NEW新建倉
40PNFPPinnacle Financial Partners—NEW新建倉
41HIGHSimplify Enhanced Income ETF—EXIT清倉
42MTUMIshares Msci USA Momentum Fa—NEW新建倉
43THROIshares U.s. Thematic Rotati—NEW新建倉
44BAIIshrs Ai In And Tech Act ETF—NEW新建倉
45SPYMSte Str Spdr Pt S&p 500 ETF—NEW新建倉
46SHLDGlobal X Defense Tech ETF—NEW新建倉
47BLCRIshares Lrg Cp Cr Act Etf-ui—NEW新建倉
48GSGoldman Sachs Group INC—EXIT清倉
49SPXCSpx Technologies INC—NEW新建倉
50CRMSalesforce INC—EXIT清倉

FAQ

Beacon Capital Management, LLC 是什麼機構？屬於哪種投資人類型？
Beacon Capital Management, LLC 是一家投資管理機構，每季依規定向 SEC 申報 Form 13F，揭露其在美國上市股票的持倉資訊。根據最新一期申報（2026-03-31），該機構追蹤的股票投資組合估值約為 US$5.7億，分佈在 166 個已申報部位之中。
Beacon Capital Management, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Beacon Capital Management, LLC 按市值排列的前幾大持股為： 1. Ss Spdr S&p 500 ETF Trust-us (SPY) — US$1.1億 (19.1%) 2. Invesco Qqq Trust Series 1 (QQQ) — US$5707.0萬 (10.1%) 3. Vanguard Mega Cap Growth ETF (MGK) — US$4973.8萬 (8.8%) 4. Pimco Ultra Shrt Govt Active (BILZ) — US$4913.9萬 (8.7%) 5. Vanguard Total Stock Mkt ETF (VTI) — US$4856.5萬 (8.6%)
Beacon Capital Management, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Beacon Capital Management, LLC 共進行了 50 項顯著調整：新建倉 11 個部位、加碼 12 個既有持股、減碼 24 個部位，並完全清倉 3 個持股。 其中幅度最大的異動：新建倉: Ish Intl Ctry Rot Act ETF (CORO); 新建倉: Ishrs US E F R A Etf-usd INC (DYNF); 新建倉: Ishares Msci USA Quality Fac (QUAL); 新建倉: Pinnacle Financial Partners (PNFP); 清倉: Simplify Enhanced Income ETF (HIGH)
Beacon Capital Management, LLC 主要集中投資哪些產業板塊？
根據目前已申報的股票投資組合，Beacon Capital Management, LLC 的主要板塊分佈如下： • Information Technology: 39.6% • Consumer Discretionary: 13.4% • Financials: 9.7% • Consumer Staples: 8.9% • Communication Services: 8.6% • Health Care: 7.3%