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BEAM Asset Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BEAM Asset Management, LLC
报告期 2026-03-31 · CIK 0001803426
持仓数
108
前50大市值合计
$352.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 134 项
建仓 13
增持 74
减持 37
清仓 10
方向
标的
Δ市值
现股数(环比)
清仓
IJR
ISHARES TR
-$1.4M
0
-100%
清仓
IJS
ISHARES TR
-$1.2M
0
-100%
清仓
FSMD
FIDELITY COVINGTON TRUST
-$699.0K
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
JEPI
J P MORGAN EXCHANGE-TRADED F
+$645.0K
10,812
建仓
—
ETF SER SOLUTIONS
+$644.0K
23,450
增持
STPZ
PIMCO ETF TR
+$639.0K
25,779
+83%
减持
FLOT
ISHARES TR
-$591.0K
16,510
-41%
减持
IVV
ISHARES TR
-$518.0K
9,240
-12%
增持
WMT
WALMART INC
+$473.0K
6,342
+118%
增持
AAPL
APPLE INC
+$453.0K
30,978
+8%
增持
QQQ
INVESCO QQQ TR
+$395.0K
11,541
+9%
建仓
PSK
SPDR SER TR
+$394.0K
9,058
建仓
JPM
JPMORGAN CHASE & CO
+$341.0K
2,083
减持
BSV
VANGUARD BD INDEX FDS
-$339.0K
10,587
-28%
建仓
ETSY
ETSY INC
+$312.0K
1,499
增持
SPY
SPDR S&P 500 ETF TR
+$300.0K
5,368
+15%
清仓
MUNI
PIMCO ETF TR
-$263.0K
0
-100%
清仓
—
ASA GOLD AND PRECIOUS MTLS L
-$256.0K
0
-100%
建仓
AOA
ISHARES TR
+$255.0K
3,650
清仓
—
MANTECH INTERNATIONAL CORP
-$246.0K
0
-100%
增持
MSFT
MICROSOFT CORP
+$238.0K
5,589
+13%
建仓
VCSH
VANGUARD SCOTTSDALE FDS
+$236.0K
2,865
建仓
NUV
NUVEEN MUN VALUE FD INC
+$227.0K
20,073
建仓
MRK
MERCK & CO INC
+$223.0K
2,971
建仓
LQD
ISHARES TR
+$217.0K
1,630
建仓
BYLD
ISHARES TR
+$212.0K
8,442
清仓
IBUY
AMPLIFY ETF TR
-$207.0K
0
-100%
建仓
GOOGL
ALPHABET INC
+$206.0K
77
清仓
TLT
ISHARES TR
-$204.0K
0
-100%
清仓
VYMI
VANGUARD WHITEHALL FDS
-$202.0K
0
-100%
减持
IGPT
INVESCO EXCHANGE TRADED FD T
-$199.0K
3,658
-17%
增持
IWM
ISHARES TR
-$150.0K
14,680
+0%
增持
FDL
FIRST TR MORNINGSTAR DIVID L
+$140.0K
39,575
+14%
增持
XYLD
GLOBAL X FDS
+$138.0K
29,558
+12%
增持
VTI
VANGUARD INDEX FDS
+$138.0K
10,499
+7%
增持
INFL
LISTED FD TR
+$127.0K
35,768
+17%
减持
PTH
INVESCO EXCHANGE TRADED FD T
-$120.0K
10,053
-4%
减持
IWY
ISHARES TR
-$119.0K
10,062
-8%
增持
IVOL
KRANESHARES TR
+$116.0K
33,864
+13%
增持
NSC
NORFOLK SOUTHN CORP
-$111.0K
4,618
+1%
减持
VB
VANGUARD INDEX FDS
-$110.0K
3,876
-9%
减持
AGG
ISHARES TR
-$109.0K
3,727
-20%
减持
VIG
VANGUARD SPECIALIZED FUNDS
-$104.0K
5,590
-10%
增持
REZ
ISHARES TR
+$96.0K
5,231
+24%
减持
AMZN
AMAZON COM INC
-$94.0K
268
-5%
增持
IJH
ISHARES TR
+$92.0K
4,217
+11%
增持
IWS
ISHARES TR
+$91.0K
40,201
+4%
减持
IWR
ISHARES TR
-$87.0K
38,119
-2%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$86.0K
96,699
-4%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$85.0K
11,579
+9%
减持
—
ETF MANAGERS TR
-$77.0K
8,648
-8%
增持
IYF
ISHARES TR
+$74.0K
25,497
+2%
减持
VTV
VANGUARD INDEX FDS
-$73.0K
4,253
-10%
增持
HNDL
STRATEGY SHS
+$73.0K
39,837
+11%
增持
HYG
ISHARES TR
+$68.0K
5,543
+17%
建仓
MUFG
MITSUBISHI UFJ FINL GROUP IN
+$67.0K
11,348
增持
SCHD
SCHWAB STRATEGIC TR
+$63.0K
14,574
+8%
增持
EFA
ISHARES TR
+$62.0K
8,711
+11%
增持
SCZ
ISHARES TR
+$60.0K
9,701
+9%
减持
ISCF
ISHARES TR
-$60.0K
5,790
-22%
增持
IUSV
ISHARES TR
+$59.0K
45,162
+3%
增持
VONG
VANGUARD SCOTTSDALE FDS
+$57.0K
8,625
+9%
清仓
NMR
NOMURA HLDGS INC
-$56.0K
0
-100%
增持
IEMG
ISHARES INC
-$54.0K
19,569
+4%
减持
VEA
VANGUARD TAX-MANAGED INTL FD
-$53.0K
4,830
-16%
增持
ANGL
VANECK ETF TRUST
+$53.0K
23,329
+7%
减持
VUG
VANGUARD INDEX FDS
-$52.0K
1,940
-10%
增持
BF/B
BROWN FORMAN CORP
-$51.0K
6,560
+0%
增持
FUTY
FIDELITY COVINGTON TRUST
+$51.0K
14,741
+9%
减持
DIA
SPDR DOW JONES INDL AVERAGE
-$50.0K
3,297
-2%
增持
USRT
ISHARES TR
+$43.0K
13,249
+5%
增持
PFE
PFIZER INC
+$41.0K
8,442
+3%
增持
MCD
MCDONALDS CORP
+$39.0K
1,331
+9%
减持
ISCG
ISHARES TR
-$39.0K
11,891
-1%
增持
BIV
VANGUARD BD INDEX FDS
+$38.0K
10,815
+5%
增持
MA
MASTERCARD INCORPORATED
-$38.0K
2,465
+1%
增持
HD
HOME DEPOT INC
+$38.0K
1,131
+8%
增持
META
FACEBOOK INC
+$38.0K
3,949
+5%
增持
MXI
ISHARES TR
-$37.0K
12,278
+3%
增持
—
WORLD GOLD TR
+$33.0K
41,130
+6%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$32.0K
17,986
+20%
减持
QYLD
GLOBAL X FDS
-$29.0K
34,284
-2%
增持
T
AT&T INC
-$28.0K
21,525
+2%
增持
JNJ
JOHNSON & JOHNSON
+$28.0K
2,682
+9%
增持
VOO
VANGUARD INDEX FDS
+$26.0K
1,404
+5%
减持
VBR
VANGUARD INDEX FDS
-$26.0K
1,575
-7%
增持
PG
PROCTER AND GAMBLE CO
+$25.0K
1,663
+8%
增持
RXI
ISHARES TR
+$24.0K
1,727
+13%
增持
—
LYONDELLBASELL INDUSTRIES N
+$22.0K
3,765
+17%
增持
TFLO
ISHARES TR
+$20.0K
4,391
+10%
减持
FTSM
FIRST TR EXCHANGE-TRADED FD
-$19.0K
8,363
-4%
增持
PYPL
PAYPAL HLDGS INC
-$19.0K
1,274
+6%
增持
IEFA
ISHARES TR
+$18.0K
8,510
+4%
增持
PEP
PEPSICO INC
+$18.0K
2,456
+4%
增持
VZ
VERIZON COMMUNICATIONS INC
+$17.0K
4,997
+11%
增持
WPC
WP CAREY INC
-$17.0K
15,003
+1%
减持
DRIV
GLOBAL X FDS
-$17.0K
8,320
-4%
增持
JNK
SPDR SER TR
+$16.0K
2,309
+7%
减持
RMT
ROYCE MICRO-CAP TR INC
-$16.0K
12,723
-2%
增持
—
EXXON MOBIL CORP
-$16.0K
10,205
+5%
增持
INTC
INTEL CORP
-$15.0K
5,749
+1%
减持
PSR
INVESCO ACTIVELY MANAGED ETF
-$15.0K
15,664
-1%
减持
IWF
ISHARES TR
-$15.0K
7,897
-2%
减持
FTEC
FIDELITY COVINGTON TRUST
-$14.0K
14,966
-1%
减持
DG
DOLLAR GEN CORP NEW
-$14.0K
1,117
-4%
增持
—
VECTOR GROUP LTD
-$13.0K
11,031
+2%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$12.0K
3,365
+1%
减持
URTH
ISHARES INC
-$12.0K
18,691
-0%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$12.0K
433
+7%
增持
LLY
LILLY ELI & CO
+$12.0K
1,597
+3%
增持
BND
VANGUARD BD INDEX FDS
+$11.0K
16,022
+1%
增持
VOOG
VANGUARD ADMIRAL FDS INC
+$11.0K
955
+3%
减持
LRGF
ISHARES TR
-$11.0K
5,813
-3%
减持
VMBS
VANGUARD SCOTTSDALE FDS
-$10.0K
5,393
-3%
增持
VWO
VANGUARD INTL EQUITY INDEX F
-$10.0K
11,587
+7%
增持
IHDG
WISDOMTREE TR
-$10.0K
19,143
+1%
增持
DIS
DISNEY WALT CO
+$10.0K
1,560
+8%
增持
O
REALTY INCOME CORP
-$10.0K
6,233
+0%
减持
IMCG
ISHARES TR
-$9.0K
9,211
-1%
减持
ADX
ADAMS DIVERSIFIED EQUITY FD
-$9.0K
11,743
-4%
减持
FVD
FIRST TR VALUE LINE DIVID IN
-$9.0K
10,907
-1%
增持
V
VISA INC
+$6.0K
3,108
+6%
减持
PFF
ISHARES TR
-$6.0K
6,176
-1%
增持
SCHX
SCHWAB STRATEGIC TR
+$6.0K
2,959
+2%
增持
IWN
ISHARES TR
+$5.0K
9,289
+4%
减持
SCHG
SCHWAB STRATEGIC TR
-$4.0K
1,410
-4%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.0K
1,333
+3%
增持
CVS
CVS HEALTH CORP
+$4.0K
2,468
+1%
减持
FPE
FIRST TR EXCH TRADED FD III
-$4.0K
17,382
-1%
增持
STIP
ISHARES TR
+$3.0K
14,759
+1%
增持
ENB
ENBRIDGE INC
+$2.0K
9,343
+1%
增持
FNDB
SCHWAB STRATEGIC TR
-$2.0K
10,060
+1%
增持
CVX
CHEVRON CORP NEW
+$1.0K
5,523
+3%
增持
VYM
VANGUARD WHITEHALL FDS
-$1.0K
2,029
+1%
