BF

Beaumont Financial Advisors, LLC

分散型投資策略趨勢追蹤型高品質投資策略

申報總市值

US$14.6億

申報季度: 2026-03-31 · 持股檔數: 369

Beaumont Financial Advisors, LLC在最新一期 13F 報告中揭露了 369 項持股，申報期為 2026-03-31，總持股市值約為 US$14.6億，季度換手率為 24.8%。

機構性格雪花圖

集中度
6.88
持倉穩定性
24.77
動能／逆勢
100
產業集中度
54.61
多樣化
100
倉位均衡度
76.84

近期動向

  • 減碼 JGRO

    -72.1%　-US$2463.4萬

  • 加碼 SGOV

    +34.8%　US$1693.9萬

  • 減碼 OMAH

    -68.9%　-US$1077.8萬

  • 減碼 MSFT

    +0.6%　-US$1206.8萬

  • 減碼 JPEF

    -23.4%　-US$1010.3萬

  • 加碼 RAAX

    +87.8%　US$802.7萬

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
1AAPLApple INC股票-科技4.48%-0.20%-1.66%
2SGOVIshares 0-3 Month Treasury BETF-政府公債4.48%+1.30%+34.76%
3GOOGLAlphabet Inc-cl A股票-通訊服務4.24%-0.35%-3.50%
4IVVIshares Core S&p 500 ETFETF-大型股與成長4.08%-0.02%+0.18%
5MSFTMicrosoft CORP股票-科技2.77%-0.68%+0.56%
6IJHIshares Core S&p Midcap ETFETF-其他2.62%—+0.75%
7SAMTStrategas Macro Them OppsETF-其他2.57%-0.05%-7.71%
8IJTIshares S&p Small-cap 600 GrETF-其他2.48%+0.19%+1.23%
9NVDANvidia CORP股票-科技2.47%-0.05%+0.40%
10AMZNAmazon.com INC股票-循環性消費2.18%-0.17%-1.44%
11JPEFJpmorgan Equity Focus ETFETF-其他1.94%-0.58%-23.41%
12JNJJohnson & Johnson股票-醫療保健1.93%+0.32%-2.62%
13BRK-BBerkshire Hathaway Inc-cl B股票-其他1.87%-0.02%-0.93%
14CEFSprott Physical Gold And Sil股票-其他1.85%—-3.72%
15FBTCFidelity Wise Origin BitcoinETF-加密貨幣1.81%-0.44%-0.65%
16BILSs Spdr Bb 1-3m T-bill ETFETF-政府公債1.77%+0.40%+24.03%
17VUGVanguard Growth ETFETF-其他1.74%-0.13%-0.70%
18METAMeta Platforms Inc-class A股票-通訊服務1.58%-0.19%-1.30%
19MCDMcdonald's CORP股票-循環性消費1.57%—-1.22%
20FFGXFidelity Fndmntl Glbl Ex-usETF-其他1.46%—+0.75%
21VOOVanguard S&p 500 ETFETF-大型股與成長1.44%+0.16%+13.37%
22LOWLowe's Cos INC股票-循環性消費1.41%—-3.22%
23VVisa Inc-class A Shares股票-金融1.30%-0.15%-0.13%
24APLUAllspring Core Plus ETFETF-其他1.21%-0.32%-23.61%
25FRDMFreedom 100 Emeging Mrkt ETFETF-其他1.18%+0.25%+13.76%
26DKSDick's Sporting Goods INC股票-循環性消費1.08%—+0.39%
27CTASimplify Managed Futures StETF-其他1.04%+1.04%NEW
28PEPPepsico INC股票-非循環性消費1.04%—-1.50%
29RAAXVaneck Real Assets ETFETF-其他1.02%+0.58%+87.75%
30AISVistashares Ais ETFETF-其他1.01%+0.50%+71.65%
31EMBXVaneck Em Bond ETFETF-其他0.98%—+6.75%
32DGROIshares Core Dividend GrowthETF-其他0.96%—-0.41%
33GBTCGrayscale Bitcoin Trust ETFETF-加密貨幣0.94%-0.28%-4.69%
34RDVIFt Vest Rising Dividend AchiETF-其他0.89%—+1.91%
35WCMIFt Wcm International ETFETF-其他0.88%—-0.47%
36CLOIVaneck Clo ETFETF-其他0.81%—+8.54%
37FDNFirst Trust Dj Internet IndETF-其他0.71%-0.11%-4.17%
38HDVIshares Core High Dividend EETF-其他0.70%—+0.07%
39HAPVaneck Natural Resources ETFETF-其他0.65%+0.29%+43.97%
40GCOWPacer Global Cash Cows DividETF-其他0.61%+0.61%NEW
41DVYIshares Select Dividend ETFETF-其他0.59%—-0.27%
42GOOGAlphabet Inc-cl C股票-通訊服務0.58%—+3.02%
43JGROJpmorgan Active Growth ETFETF-其他0.58%-1.60%-72.11%
44PRIVSs Ig Publ Priv Cred Etf-usdETF-其他0.57%+0.52%+1113.44%
45TAILCambria Tail Risk ETFETF-其他0.57%+0.57%NEW
46MOATVaneck Morningstar Wide MoatETF-其他0.53%—-1.37%
47AEPAmerican Electric Power股票-公用事業0.53%—-1.74%
48IDEFIshares Def Industrials ActETF-其他0.51%+0.51%NEW
49SCIOFt Struct Credit INC Opp ETFETF-其他0.50%+0.50%NEW
50GLDMSpdr Gold Minishares TrustETF-避險與商品0.49%—-19.38%
1–50 of 369

本季持股變動

Beaumont Financial Advisors, LLC 在 2026-03-31 最顯著的持倉異動： 清倉: Jpmorgan US Quality Factor (JQUA); 清倉: T Rowe Prc Cap Appreciation (TCAF); 新建倉: Simplify Managed Futures St (CTA); 新建倉: Pacer Global Cash Cows Divid (GCOW); 新建倉: Cambria Tail Risk ETF (TAIL).

Beaumont Financial Advisors, 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
1SGOVIshares 0-3 Month Treasury B+1.3%+34.76%加碼
2RAAXVaneck Real Assets ETF+0.6%+87.75%加碼
3PRIVSs Ig Publ Priv Cred Etf-usd+0.5%+1113.44%加碼
4AISVistashares Ais ETF+0.5%+71.65%加碼
5BILSs Spdr Bb 1-3m T-bill ETF+0.4%+24.03%加碼
6CRMSalesforce INC+0.4%+1905.63%加碼
7JNJJohnson & Johnson+0.3%-2.62%減碼
8FTRBFed Hermes Ttl Rtrn Bnd+0.3%+190.96%加碼
9ABTAbbott Laboratories+0.3%+193.78%加碼
10HAPVaneck Natural Resources ETF+0.3%+43.97%加碼
11FRDMFreedom 100 Emeging Mrkt ETF+0.3%+13.76%加碼
12IJTIshares S&p Small-cap 600 Gr+0.2%+1.23%加碼
13VOOVanguard S&p 500 ETF+0.2%+13.37%加碼
14FSTAFidelity Msci Cons Stap Indx+0.1%+652.37%加碼
15IVVIshares Core S&p 500 ETF0%+0.18%加碼
16BRK-BBerkshire Hathaway Inc-cl B0%-0.93%減碼
17NVDANvidia CORP-0.1%+0.40%加碼
18SAMTStrategas Macro Them Opps-0.1%-7.71%減碼
19BSCRInvesco Bulletshares 2027 Cb-0.1%-83.62%減碼
20BSCQInvesco Bulletshares 2026 Cb-0.1%-85.28%減碼
21VRIGInvesco Variable Rate Invest-0.1%-22.48%減碼
22JSCPJpmorgan Short Duration Core-0.1%-87.04%減碼
23XLFSs Financial Select Sector-0.1%-62.06%減碼
24FDNFirst Trust Dj Internet Ind-0.1%-4.17%減碼
25VUGVanguard Growth ETF-0.1%-0.70%減碼
26VVisa Inc-class A Shares-0.2%-0.13%減碼
27AMZNAmazon.com INC-0.2%-1.44%減碼
28METAMeta Platforms Inc-class A-0.2%-1.30%減碼
29AAPLApple INC-0.2%-1.66%減碼
30UCONFirst Trust Smith Unconstrai-0.3%-59.96%減碼
31GBTCGrayscale Bitcoin Trust ETF-0.3%-4.69%減碼
32APLUAllspring Core Plus ETF-0.3%-23.61%減碼
33GOOGLAlphabet Inc-cl A-0.4%-3.50%減碼
34FBTCFidelity Wise Origin Bitcoin-0.4%-0.65%減碼
35JPEFJpmorgan Equity Focus ETF-0.6%-23.41%減碼
36MSFTMicrosoft CORP-0.7%+0.56%加碼
37OMAHVistashares Trg 15 Berkshire-0.7%-68.86%減碼
38JGROJpmorgan Active Growth ETF-1.6%-72.11%減碼
39JQUAJpmorgan US Quality Factor—EXIT清倉
40TCAFT Rowe Prc Cap Appreciation—EXIT清倉
41CTASimplify Managed Futures St—NEW新建倉
42GCOWPacer Global Cash Cows Divid—NEW新建倉
43TAILCambria Tail Risk ETF—NEW新建倉
44IDEFIshares Def Industrials Act—NEW新建倉
45SCIOFt Struct Credit INC Opp ETF—NEW新建倉
46LDRTIshares Ibond 1-5 Trea Lad—NEW新建倉
47BPBp Plc-spons Adr—EXIT清倉
48FDISFidelity Msci Cons Discr Ind—EXIT清倉
49IBDRIshares Ibonds Dec 2026 Term—NEW新建倉
50IBDSIshrs Ibnds Dec 27 CORP ETF—NEW新建倉

FAQ

Beaumont Financial Advisors, LLC 是什麼機構？屬於哪種投資人類型？
Beaumont Financial Advisors, 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$14.6億，分佈在 369 個已申報部位之中。
Beaumont Financial Advisors, LLC 目前前幾大持股有哪些？
根據最新 13F 申報，Beaumont Financial Advisors, LLC 按市值排列的前幾大持股為： 1. Apple INC (AAPL) — US$6520.7萬 (4.5%) 2. Ishares 0-3 Month Treasury B (SGOV) — US$6515.0萬 (4.5%) 3. Alphabet Inc-cl A (GOOGL) — US$6174.8萬 (4.2%) 4. Ishares Core S&p 500 ETF (IVV) — US$5942.3萬 (4.1%) 5. Microsoft CORP (MSFT) — US$4033.3萬 (2.8%)
Beaumont Financial Advisors, LLC 在最新一期 13F 申報中做了哪些操作？
在最新申報季度中，Beaumont Financial Advisors, LLC 共進行了 50 項顯著調整：新建倉 8 個部位、加碼 16 個既有持股、減碼 22 個部位，並完全清倉 4 個持股。 其中幅度最大的異動：清倉: Jpmorgan US Quality Factor (JQUA); 清倉: T Rowe Prc Cap Appreciation (TCAF); 新建倉: Simplify Managed Futures St (CTA); 新建倉: Pacer Global Cash Cows Divid (GCOW); 新建倉: Cambria Tail Risk ETF (TAIL)
Beaumont Financial Advisors, 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，Beaumont Financial Advisors, LLC 的主要板塊分佈如下： • Information Technology: 31.1% • Consumer Discretionary: 17.3% • Communication Services: 16.7% • Financials: 11.5% • Health Care: 9.1% • Consumer Staples: 5.3%