Beacon Bridge Wealth Partners, LLC
CIK 1965468 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $351.0M
- 持仓
- 105
- 截至
- 2026年6月30日
按 13F 价值排名第 4719（共 9443） · 前 50.0%
投资组合价值同比（季度）：+17.5% 13F不披露现金
- 前十大持仓权重
- 41.96%
- 前二十五大持仓权重
- 68.33%
- 持仓高于 1%
- 32
- 有效持仓数量
- 36.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 8.46% 估计买入 $60473424 · 卖出 $27481166
中位数持有期：7.0 季度 跟踪时间 Q4 2024–Q2 2026 · 82.0% 仍持有
- 新仓位
- 12
- 增加
- 43
- 减少
- 44
- 已结清
- 8
本页内容
行业细分
Technology
1.1%
Industrials
0.9%
Communication Services
0.7%
Financial Services
0.5%
Healthcare
0.4%
Retail
0.3%
Consumer Discretionary
0.2%
Financials
0.2%
Consumer products
0.2%
Communications
0.1%
其他/未映射
95.4%
完整投资组合 105 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| SPY SPY | $30315954 | 8.64% | 40596 | $9525772 | 上涨 ×3 | ||
| DYNF | $17209059 | 4.90% | 253037 | $3226002 | 上涨 ×3 | ||
| VUG | $16411968 | 4.68% | 190527 | $2963146 | 上涨 ×2 | ||
| VTV | $14360020 | 4.09% | 65893 | $-1152515 | 下跌 ×1 | ||
| MUB | $13777785 | 3.93% | 128023 | $1303671 | 上涨 ×2 | ||
| VOO | $12743819 | 3.63% | 18555 | $1451344 | 下跌 ×3 | ||
| IVV | $12303365 | 3.51% | 16429 | $1691261 | 上涨 ×2 | ||
| MBB iShares MBS ETF | $10887144 | 3.10% | 115183 | $139378 | 上涨 ×1 | ||
| SPYG | $10240219 | 2.92% | 86059 | $1787889 | 下跌 ×1 | ||
| SCHG | $9027632 | 2.57% | 266774 | $1290558 | 上涨 ×3 | ||
| IEMG | $7955125 | 2.27% | 96030 | $-1232275 | 下跌 ×1 | ||
| FLMI | $7921301 | 2.26% | 314712 | $2880577 | 上涨 ×2 | ||
| GOVT | $7447407 | 2.12% | 326927 | $4388508 | 上涨 ×3 | ||
| BAI | $7374632 | 2.10% | 139883 | $2551510 | 下跌 ×1 | ||
| BDYN iShares Dynamic Equity Active ETF | $7079973 | 2.02% | 255226 | $885952 | 上涨 ×1 | ||
| SCHZ | $6776303 | 1.93% | 292966 | $2724491 | 上涨 ×2 | ||
| BINC | $6126462 | 1.75% | 117051 | $-1385011 | 下跌 ×2 | ||
| EFG | $5699432 | 1.62% | 45808 | ||||
| BDVL iShares Disciplined Volatility Equity Active ETF | $5401774 | 1.54% | 207920 | $171452 | 下跌 ×2 | ||
| SCHQ | $5318271 | 1.52% | 169913 | $-240324 | 下跌 ×1 | ||
| MTUM | $5224694 | 1.49% | 15240 | $651020 | 下跌 ×2 | ||
| VB | $5119503 | 1.46% | 16889 | $974650 | 上涨 ×3 | ||
| IAGG | $5099064 | 1.45% | 100772 | $403950 | 上涨 ×3 | ||
| EFV | $5085278 | 1.45% | 66431 | $-2272506 | 下跌 ×1 | ||
| IALT iShares Systematic Alternatives Active ETF | $4947796 | 1.41% | 176392 | 上涨 ×1 | |||
| SCHM | $4833836 | 1.38% | 131105 | $919312 | 上涨 ×3 | ||
| DGRO | $4607880 | 1.31% | 60798 | $170679 | 下跌 ×1 | ||
| ITA ITA | $4488649 | 1.28% | 18516 | $2217368 | 上涨 ×2 | ||
| BLCR iShares Large Cap Core Active ETF | $4030809 | 1.15% | 80024 | 上涨 ×1 | |||
| RPG | $3879845 | 1.11% | 60765 | $1060582 | 上涨 ×1 | ||
| EVTR Eaton Vance Total Return Bond ETF | $3749497 | 1.07% | 73940 | $-88066 | 下跌 ×1 | ||
| IAU | $3647284 | 1.04% | 48302 | $-2231666 | 下跌 ×2 | ||
| IEFA | $3439504 | 0.98% | 35613 | $117325 | 下跌 ×3 | ||
| SCHF | $3390674 | 0.97% | 122407 | $939607 | 上涨 ×2 | ||
| IXUS iShares Core MSCI Total International Stock ETF | $3209131 | 0.91% | 33625 | $453162 | 上涨 ×2 | ||
| VO | $3089940 | 0.88% | 38351 | $237668 | 上涨 ×1 | ||
| SYSB | $3025936 | 0.86% | 34108 | $390735 | 上涨 ×2 | ||
| VIG | $3023530 | 0.86% | 12778 | $265601 | 下跌 ×3 | ||
| SPTL | $2955761 | 0.84% | 112686 | $-319880 | 下跌 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $2855605 | 0.81% | 3878 | $607033 | 下跌 ×1 | ||
| SCHI | $2739825 | 0.78% | 121017 | $-108193 | 下跌 ×2 | ||
| EEMV | $2482613 | 0.71% | 32978 | $485930 | 上涨 ×1 | ||
| VEA | $2293410 | 0.65% | 32188 | $568856 | 上涨 ×3 | ||
| PVAL | $2007889 | 0.57% | 39409 | 上涨 ×1 | |||
| VTWO Vanguard Russell 2000 ETF | $2004159 | 0.57% | 16506 | $343040 | 下跌 ×3 | ||
| TLH | $1968666 | 0.56% | 19618 | $-53792 | 下跌 ×1 | ||
| AVGO Broadcom Inc. - Common Stock | $1874396 | 0.53% | 4962 | $338917 | 上涨 ×3 | ||
| QUAL | $1796473 | 0.51% | 8187 | $-4898712 | 下跌 ×1 | ||
| IEUR | $1788896 | 0.51% | 23798 | $-74383 | 下跌 ×1 | ||
| VOOV | $1741843 | 0.50% | 7946 | $101333 | 下跌 ×2 | ||
| SPEM | $1620500 | 0.46% | 31296 | $68689 | 下跌 ×1 | ||
| XLF XLF | $1607764 | 0.46% | 29990 | $-258027 | 下跌 ×1 | ||
| IVW | $1525070 | 0.43% | 11089 | $247832 | 下跌 ×3 | ||
| XLK XLK | $1456335 | 0.41% | 7644 | $226080 | 下跌 ×1 | ||
| NVDA NVIDIA Corporation - Common Stock | $1454714 | 0.41% | 7270 | $229638 | 上涨 ×3 | ||
| IYW | $1411245 | 0.40% | 5595 | $-276154 | 下跌 ×3 | ||
| XLI XLI | $1364404 | 0.39% | 7366 | $140270 | 下跌 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $1350581 | 0.38% | 3779 | $326850 | 上涨 ×2 | ||
| VXUS Vanguard Total International Stock ETF | $1326463 | 0.38% | 15516 | $572404 | 上涨 ×1 | ||
| HIMU | $1174583 | 0.33% | 23586 | $283163 | 上涨 ×2 | ||
| AGG | $1171923 | 0.33% | 11840 | $-166931 | 下跌 ×1 | ||
| SPTI | $1068798 | 0.30% | 37647 | $-205282 | 下跌 ×1 | ||
| VTI | $985787 | 0.28% | 2664 | $783677 | 上涨 ×1 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $964238 | 0.27% | 2729 | $209509 | 上涨 ×3 | ||
| SPHQ | $898595 | 0.26% | 9973 | $150659 | 上涨 ×2 | ||
| TSLA Tesla, Inc. - Common Stock | $813020 | 0.23% | 1933 | $101119 | 上涨 ×3 | ||
| JPM JP Morgan Chase & Co. Common Stock | $734201 | 0.21% | 2243 | $160589 | 上涨 ×1 | ||
| JQUA | $664208 | 0.19% | 9189 | $79440 | 下跌 ×3 | ||
| SDY | $640221 | 0.18% | 4207 | $26251 | |||
| VRT Vertiv Holdings, LLC Class A Common Stock | $635154 | 0.18% | 1897 | $180101 | 上涨 ×3 | ||
| AMZN Amazon.com, Inc. - Common Stock | $627073 | 0.18% | 2631 | $103690 | 上涨 ×3 | ||
| OEF | $621613 | 0.18% | 1699 | $81212 | |||
| MSFT Microsoft Corporation - Common Stock | $611958 | 0.17% | 1641 | $32280 | 上涨 ×1 | ||
| LMT Lockheed Martin Corporation Common Stock | $586976 | 0.17% | 1152 | $-109373 | |||
| OTF Blue Owl Technology Finance Corp. Common Stock | $550290 | 0.16% | 53168 | $145162 | 上涨 ×2 | ||
| VCSH Vanguard Short-Term Corporate Bond ETF | $539538 | 0.15% | 6827 | $-76548 | 下跌 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $526878 | 0.15% | 3593 | $39537 | 上涨 ×3 | ||
| HD Home Depot, Inc. (The) Common Stock | $497696 | 0.14% | 1411 | $40915 | 上涨 ×1 | ||
| GLW Corning Incorporated Common Stock | $492469 | 0.14% | 1928 | $222569 | 下跌 ×1 | ||
| SPMO | $449243 | 0.13% | 2781 | $130514 | 下跌 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $441781 | 0.13% | 1740 | $45421 | 上涨 ×3 | ||
| 未知发行人 (CUSIP: 78409V112) | $432031 | 0.12% | 1061 | 上涨 ×1 | |||
| RING iShares MSCI Global Gold Miners ETF | $413828 | 0.12% | 6406 | $-172362 | 下跌 ×1 | ||
| NCDL Nuveen Churchill Direct Lending Corp. Common Stock | $411265 | 0.12% | 33113 | $-1270 | 上涨 ×1 | ||
| IGRO | $408259 | 0.12% | 4643 | $19315 | |||
| MDY | $396684 | 0.11% | 564 | $-1067504 | 下跌 ×1 | ||
| IVE | $393321 | 0.11% | 1732 | $-12729 | 下跌 ×1 | ||
| V Visa Inc. | $392838 | 0.11% | 1145 | $40728 | 下跌 ×1 | ||
| BA Boeing Company (The) Common Stock | $372978 | 0.11% | 1723 | $30447 | 上涨 ×1 | ||
| LLY Eli Lilly and Company Common Stock | $352632 | 0.10% | 294 | $134647 | 上涨 ×1 | ||
| BRKB | $306239 | 0.09% | 612 | $2905 | 下跌 ×1 | ||
| BMY Bristol-Myers Squibb Company Common Stock | $301353 | 0.09% | 5230 | $-17181 | 下跌 ×1 | ||
| CSCO Cisco Systems, Inc. - Common Stock | $294120 | 0.08% | 2504 | ||||
| VOYA Voya Financial, Inc. Common Stock | $291235 | 0.08% | 3217 | $71450 | |||
| CSL Carlisle Companies Incorporated Common Stock | $280043 | 0.08% | 772 | 上涨 ×1 | |||
| COHR Coherent Corp. Common Stock | $276129 | 0.08% | 700 | 上涨 ×1 | |||
| VTEB | $269693 | 0.08% | 5332 | $-7446 | 下跌 ×1 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $267563 | 0.08% | 475 | $16398 | 上涨 ×1 | ||
| GE GE Aerospace Common Stock | $251894 | 0.07% | 674 | ||||
| GEV GE Vernova Inc. Common Stock | $251420 | 0.07% | 214 | $20974 | 下跌 ×1 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| SPY | $30315954 | 8.64% | 上涨 ×3 |
| DYNF | $17209059 | 4.90% | 上涨 ×3 |
| SCHG | $9027632 | 2.57% | 上涨 ×3 |
| GOVT | $7447407 | 2.12% | 上涨 ×3 |
| VB | $5119503 | 1.46% | 上涨 ×3 |
| IAGG | $5099064 | 1.45% | 上涨 ×3 |
| SCHM | $4833836 | 1.38% | 上涨 ×3 |
| VEA | $2293410 | 0.65% | 上涨 ×3 |
| AVGO | $1874396 | 0.53% | 上涨 ×3 |
| NVDA | $1454714 | 0.41% | 上涨 ×3 |
| GOOG | $964238 | 0.27% | 上涨 ×3 |
| TSLA | $813020 | 0.23% | 上涨 ×3 |
| VRT | $635154 | 0.18% | 上涨 ×3 |
| AMZN | $627073 | 0.18% | 上涨 ×3 |
| PG | $526878 | 0.15% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| EFG | $5699432 | 45808 | 1.62% |
| IALT | $4947796 | 176392 | 1.41% |
| BLCR | $4030809 | 80024 | 1.15% |
| PVAL | $2007889 | 39409 | 0.57% |
| 未知发行人 (CUSIP: 78409V112) | $432031 | 1061 | 0.12% |
| CSCO | $294120 | 2504 | 0.08% |
| CSL | $280043 | 772 | 0.08% |
| COHR | $276129 | 700 | 0.08% |
| GE | $251894 | 674 | 0.07% |
| SPYD | $206393 | 4326 | 0.06% |
| RVMD | $206008 | 1100 | 0.06% |
| VYM | $202436 | 1281 | 0.06% |
季度涨幅榜
| 证券 | 操作 | 股份变动 | 价值变动 |
|---|---|---|---|
| SPY | 增持 | +9K | +$9.5M |
| QUAL | 削减 | -27K | -$4.9M |
| GOVT | 增持 | +193K | +$4.4M |
| DYNF | 增持 | +13K | +$3.2M |
| VUG | 增持 | +160K | +$3.0M |
| FLMI | 增持 | +111K | +$2.9M |
| SCHZ | 增持 | +118K | +$2.7M |
| BAI | 削减 | -6K | +$2.6M |
| EFV | 削减 | -33K | -$2.3M |
| IAU | 削减 | -18K | -$2.2M |
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| SCHR | 2026年6月30日 | 38744 | $965113 | 不再跟踪 |
| XLY | 2026年3月31日 | 6465 | $771986 | 不再跟踪 |
| XLV | 2026年6月30日 | 4631 | $678951 | 不再跟踪 |
| SPGI | 2026年6月30日 | 1246 | $530084 | 12.5% |
| FISV | 2026年6月30日 | 5844 | $326095 | 5.1% |
| EFG | 2026年3月31日 | 2210 | $251764 | 不再跟踪 |
| IXC | 2025年12月31日 | 5976 | $249489 | 不再跟踪 |
| IGIB | 2025年12月31日 | 4502 | $243513 | |
| CVX | 2026年6月30日 | 1073 | $222073 | 24.6% |
| JAZZ | 2025年12月31日 | 1651 | $217602 | 47.3% |
| EEM | 2026年6月30日 | 3775 | $214392 | 不再跟踪 |
| CSCO | 2026年3月31日 | 2776 | $213835 | 43.1% |
| HYS | 2026年6月30日 | 2256 | $210417 | 不再跟踪 |
| ORCL | 2026年3月31日 | 1071 | $208666 | -0.4% |
| T | 2026年6月30日 | 7192 | $208490 | 22.6% |
| GE | 2026年3月31日 | 671 | $206688 | 22.8% |
| NDMO | 2026年3月31日 | 10332 | $104144 | -3.0% |