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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 115 项
建仓 15
增持 56
减持 38
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
SHY
ISHARES TR
-$3.4M
89,953
-31%
减持
BIL
SPDR SER TR
-$3.0M
62,231
-35%
清仓
PULS
PGIM ETF TR
-$2.9M
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
IEF
ISHARES TR
+$2.6M
27,079
增持
TLT
ISHARES TR
+$2.1M
42,429
+125%
增持
IVV
ISHARES TR
+$1.5M
24,883
+3%
增持
SPY
SPDR S&P 500 ETF TR
+$1.5M
7,803
+44%
增持
QQQ
INVESCO QQQ TR
+$1.2M
8,199
+39%
减持
HDV
ISHARES TR
+$875.3K
130,272
-1%
减持
VOO
VANGUARD INDEX FDS
-$808.8K
1,963
-51%
增持
NVDA
NVIDIA CORPORATION
+$775.7K
1,245
+77%
减持
TLH
ISHARES TR
-$719.5K
39,597
-12%
减持
IWF
ISHARES TR
+$623.7K
19,041
-0%
清仓
DJD
INVESCO EXCHANGE TRADED FD T
-$611.7K
0
-100%
减持
FMAG
FIDELITY COVINGTON TRUST
+$548.0K
140,212
-0%
增持
IUSV
ISHARES TR
+$503.1K
78,522
+0%
建仓
GOOG
ALPHABET INC
+$442.3K
2,905
建仓
MDYG
SPDR SER TR
+$435.2K
4,986
增持
EMXC
ISHARES INC
+$403.0K
108,723
+3%
建仓
TDVG
T ROWE PRICE ETF INC
+$349.6K
9,201
建仓
DIS
DISNEY WALT CO
+$320.1K
2,616
建仓
CEG
CONSTELLATION ENERGY CORP
+$300.2K
1,624
减持
IWR
ISHARES TR
+$298.4K
68,924
-3%
减持
URTH
ISHARES INC
+$296.7K
26,660
-1%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$275.2K
1,441
增持
AMZN
AMAZON COM INC
+$261.0K
5,241
+16%
增持
GLD
SPDR GOLD TR
+$252.0K
5,846
+18%
增持
IJR
ISHARES TR
+$251.3K
4,301
+108%
建仓
VAW
VANGUARD WORLD FD
+$249.9K
1,222
建仓
ITB
ISHARES TR
+$238.1K
2,057
增持
XYLD
GLOBAL X FDS
+$222.4K
50,421
+8%
减持
TSLA
TESLA INC
-$222.3K
1,185
-32%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$222.2K
0
-100%
减持
VTI
VANGUARD INDEX FDS
-$218.8K
10,816
-15%
建仓
C
CITIGROUP INC
+$218.5K
3,456
建仓
—
SUPER MICRO COMPUTER INC
+$217.2K
215
减持
IWP
ISHARES TR
+$216.8K
22,734
-0%
清仓
BA
BOEING CO
-$213.7K
0
-100%
清仓
RIO
RIO TINTO PLC
-$211.7K
0
-100%
建仓
MO
ALTRIA GROUP INC
+$205.0K
4,700
建仓
GE
GENERAL ELECTRIC CO
+$204.8K
1,167
清仓
FDTX
FIDELITY COVINGTON TRUST
-$204.5K
0
-100%
建仓
VB
VANGUARD INDEX FDS
+$201.2K
880
减持
IWM
ISHARES TR
+$197.3K
22,153
-0%
增持
META
META PLATFORMS INC
+$194.2K
1,012
+20%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$192.1K
47,822
+2%
减持
—
EXXON MOBIL CORP
+$185.2K
11,520
-0%
建仓
ET
ENERGY TRANSFER L P
+$160.7K
10,219
增持
SCHD
SCHWAB STRATEGIC TR
+$156.4K
30,612
+1%
增持
FUTY
FIDELITY COVINGTON TRUST
+$142.2K
18,901
+17%
增持
AAPL
APPLE INC
-$141.6K
12,258
+5%
增持
WMT
WALMART INC
+$137.4K
20,717
+194%
增持
IJH
ISHARES TR
+$124.5K
17,530
+417%
增持
EFG
ISHARES TR
+$119.2K
16,064
+1%
增持
MA
MASTERCARD INCORPORATED
+$114.0K
912
+20%
减持
LLY
ELI LILLY & CO
-$110.8K
848
-36%
增持
EFA
ISHARES TR
+$101.0K
7,210
+14%
增持
VPU
VANGUARD WORLD FD
+$100.5K
2,168
+42%
增持
V
VISA INC
+$99.9K
1,664
+19%
增持
CAT
CATERPILLAR INC
+$91.8K
919
+11%
增持
VNQ
VANGUARD INDEX FDS
+$91.6K
4,155
+37%
增持
JPM
JPMORGAN CHASE & CO
+$90.3K
2,399
+5%
减持
PTLC
PACER FDS TR
+$87.8K
31,247
-4%
减持
MSFT
MICROSOFT CORP
+$83.9K
3,578
-5%
增持
HD
HOME DEPOT INC
+$82.4K
1,237
+9%
增持
MRK
MERCK & CO INC
+$81.2K
2,939
+4%
增持
SCHX
SCHWAB STRATEGIC TR
+$81.1K
13,951
+0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$78.3K
15,187
+2%
减持
IDEV
ISHARES TR
+$77.2K
47,645
-3%
增持
CVX
CHEVRON CORP NEW
+$76.8K
8,114
+1%
增持
AXP
AMERICAN EXPRESS CO
+$75.0K
1,226
+13%
减持
PG
PROCTER AND GAMBLE CO
-$73.6K
1,746
-28%
增持
ISCG
ISHARES TR
+$70.7K
26,488
+0%
增持
VTV
VANGUARD INDEX FDS
+$70.6K
3,754
+4%
增持
F
FORD MTR CO DEL
+$69.0K
16,345
+35%
增持
CSCO
CISCO SYS INC
+$66.0K
5,800
+31%
减持
VOOG
VANGUARD ADMIRAL FDS INC
+$59.6K
1,792
-0%
增持
SCHG
SCHWAB STRATEGIC TR
+$58.1K
5,841
+0%
减持
UNH
UNITEDHEALTH GROUP INC
-$54.2K
406
-16%
增持
JNJ
JOHNSON & JOHNSON
+$52.9K
2,869
+12%
增持
USRT
ISHARES TR
+$48.7K
11,895
+9%
减持
T
AT&T INC
-$44.7K
26,437
-13%
增持
GOOGL
ALPHABET INC
+$43.4K
1,823
+10%
减持
IYF
ISHARES TR
+$39.7K
6,669
-5%
增持
FIDI
FIDELITY COVINGTON TRUST
+$39.3K
73,760
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$38.2K
8,331
+1%
减持
STZ
CONSTELLATION BRANDS INC
-$37.9K
750
-25%
增持
VWO
VANGUARD INTL EQUITY INDEX F
+$36.6K
8,285
+10%
减持
HNDL
STRATEGY SHS
-$36.5K
38,302
-7%
增持
BF/B
BROWN FORMAN CORP
-$35.0K
6,469
+0%
减持
PGX
INVESCO EXCH TRADED FD TR II
+$34.3K
108,385
-1%
增持
IGF
ISHARES TR
+$33.7K
33,129
+1%
增持
PTY
PIMCO CORPORATE & INCOME OPP
+$33.1K
16,857
+3%
增持
—
LYONDELLBASELL INDUSTRIES N
+$30.8K
3,684
+1%
减持
VUG
VANGUARD INDEX FDS
-$29.7K
1,935
-14%
增持
KO
COCA COLA CO
+$29.1K
7,312
+3%
增持
VYM
VANGUARD WHITEHALL FDS
+$28.3K
2,862
+0%
增持
—
ETF SER SOLUTIONS
+$27.9K
17,288
+2%
减持
PSR
INVESCO ACTIVELY MANAGED ETF
-$25.9K
3,051
-5%
减持
PTH
INVESCO EXCHANGE TRADED FD T
+$22.8K
7,337
-4%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$18.2K
7,686
+0%
减持
QYLD
GLOBAL X FDS
-$16.7K
52,554
-5%
增持
DJIA
GLOBAL X FDS
+$16.3K
12,960
+2%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$14.7K
30,190
+1%
减持
HYG
ISHARES TR
-$13.5K
5,031
-4%
减持
IWS
ISHARES TR
-$13.4K
4,110
-10%
减持
SO
SOUTHERN CO
-$13.0K
5,094
-6%
减持
IWN
ISHARES TR
-$12.9K
2,104
-6%
减持
FTEC
FIDELITY COVINGTON TRUST
+$12.8K
1,487
-2%
增持
GSBD
GOLDMAN SACHS BDC INC
+$11.2K
14,950
+3%
增持
MCD
MCDONALDS CORP
+$9.8K
2,166
+7%
减持
PSK
SPDR SER TR
+$8.7K
10,461
-2%
减持
MXI
ISHARES TR
-$8.3K
3,257
-5%
增持
—
VECTOR GROUP LTD
-$1.5K
12,721
+2%
减持
PFF
ISHARES TR
-$1.2K
7,554
-4%
