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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 46
增持 32
减持 15
清仓 57
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR CORE S&P500 ETF
+$37.1M
91,667
+268%
增持
SHY
ISHARES TR 1 3 YR TREAS BD
+$18.2M
312,930
+248%
增持
NVDA
NVIDIA CORPORATION
+$14.9M
130,115
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。
+10351%
建仓
RAAX
VANECK ETF TRUST
+$10.1M
369,062
增持
HDV
ISHARES TR
+$6.9M
195,382
+50%
增持
EMXC
ISHARES INC
+$6.6M
217,391
+100%
建仓
VO
VANGUARD MID-CAP ETF
+$5.3M
21,912
增持
AAPL
APPLE INCORPORATED
+$4.6M
31,612
+158%
建仓
SPTM
SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
+$4.4M
65,628
清仓
SPY
SPDR S&P 500 ETF TR
-$4.1M
0
-100%
建仓
DGRO
ISHARES TR
+$4.0M
68,838
增持
MSFT
MICROSOFT CORPORATION
+$3.8M
11,866
+232%
清仓
QQQ
INVESCO QQQ TR
-$3.6M
0
-100%
建仓
IUSG
ISHARES TR CORE S&P US GWT
+$2.7M
21,449
减持
TLH
ISHARES TR 10-20 YR TRS ETF
-$2.7M
14,390
-64%
增持
VB
VANGUARD SMALL-CAP ETF
+$2.6M
12,986
+1376%
建仓
IEFA
ISHARES TR
+$2.6M
35,748
建仓
NOBL
PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
+$2.6M
26,704
建仓
ETHE
GRAYSCALE ETHEREUM TR ETF SHS
+$1.7M
54,111
建仓
KMI
KINDER MORGAN INCORPORATED DEL
+$1.6M
83,007
建仓
CMG
CHIPOTLE MEXICAN GRILL INCORPORATED
+$1.6M
26,185
建仓
BITW
BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL
+$1.5M
45,364
增持
PG
PROCTER AND GAMBLE COMPANY
+$1.5M
10,888
+524%
增持
DIS
DISNEY WALT COMPANY
+$1.5M
18,133
+593%
增持
AMZN
AMAZON COM INCORPORATED
+$1.5M
12,503
+139%
建仓
FDVV
FIDELITY HIGH DIVIDEND ETF
+$1.5M
31,001
增持
—
EXXON MOBIL CORPORATION
+$1.3M
22,788
+98%
增持
EFG
ISHARES TR EAFE GRWTH ETF
+$1.3M
28,531
+78%
建仓
AGG
ISHARES TR CORE US AGGBD ET
+$1.2M
12,396
清仓
GLD
SPDR GOLD TR
-$1.2M
0
-100%
建仓
QDEF
FLEXSHARES QUALITY DIVIDEND DEFENSIVE INDEX FUND
+$1.1M
16,896
建仓
EFV
ISHARES TR EAFE VALUE ETF
+$1.1M
20,012
建仓
SCZ
ISHARES TR EAFE SML CP ETF
+$1.0M
16,459
清仓
VOO
VANGUARD INDEX FDS
-$943.8K
0
-100%
建仓
QLV
FLEXSHARES US QUALITY LOW VOLATILITY INDEX FUND
+$939.0K
15,064
建仓
IMCG
ISHARES TR MRGSTR MD CP GRW
+$933.7K
13,781
增持
CVX
CHEVRON CORPORATION NEW
+$905.0K
13,969
+72%
建仓
BITB
BITWISE BITCOIN ETF TRUST
+$902.0K
27,593
建仓
EPD
ENTERPRISE PRODUCTS PARTNERS L P
+$844.8K
29,151
建仓
GUNR
FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND
+$816.0K
20,329
建仓
GBTC
GRAYSCALE BITCOIN TRUST
+$811.2K
15,237
建仓
COWZ
PACER US CASH COWS 100 ETF
+$810.5K
14,875
建仓
WMB
WILLIAMS COMPANIES INCORPORATED
+$801.5K
18,860
建仓
REGL
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
+$762.6K
10,360
建仓
BAC
BANK AMERICA CORPORATION
+$743.2K
18,688
增持
WMT
WALMART INCORPORATED
+$699.0K
28,734
+39%
减持
TLT
ISHARES TR 20 YR TR BD ETF
-$696.0K
36,159
-15%
建仓
CLOI
VANECK ETF TR CLO ETF
+$686.8K
12,973
清仓
VUG
VANGUARD INDEX FDS
-$666.1K
0
-100%
清仓
LLY
ELI LILLY & CO
-$660.1K
0
-100%
增持
IEF
ISHARES TR 7-10 YR TRSY BD
+$656.8K
34,385
+27%
清仓
IYF
ISHARES TR
-$637.9K
0
-100%
清仓
VTV
VANGUARD INDEX FDS
-$611.3K
0
-100%
清仓
MCD
MCDONALDS CORP
-$610.8K
0
-100%
建仓
SPSB
SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF
+$577.8K
19,456
建仓
OUSM
ALPS O'SHARES U.S. SMALL-CAP QUALITY DIVIDEND ETF
+$576.5K
13,982
清仓
EFA
ISHARES TR
-$575.8K
0
-100%
建仓
BMY
BRISTOL-MYERS SQUIBB COMPANY
+$570.4K
13,735
建仓
IAU
ISHARES GOLD TR ISHARES NEW
+$566.9K
12,904
清仓
VOOG
VANGUARD ADMIRAL FDS INC
-$545.9K
0
-100%
建仓
CAG
CONAGRA BRANDS INCORPORATED
+$545.0K
19,176
清仓
SCHG
SCHWAB STRATEGIC TR
-$541.6K
0
-100%
建仓
—
MARATHON OIL CORPORATION
+$539.6K
18,822
建仓
PFE
PFIZER INCORPORATED
+$534.5K
19,103
建仓
VTRS
VIATRIS INCORPORATED
+$528.5K
49,718
清仓
IWS
ISHARES TR
-$515.1K
0
-100%
增持
ET
ENERGY TRANSFER L P COM UT LTD PTN
+$505.6K
41,083
+302%
减持
IWF
ISHARES TR RUS 1000 GRW ETF
-$499.9K
16,235
-15%
清仓
META
META PLATFORMS INC
-$491.5K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$480.5K
0
-100%
清仓
IJR
ISHARES TR
-$475.4K
0
-100%
清仓
HD
HOME DEPOT INC
-$474.4K
0
-100%
增持
T
AT&T INCORPORATED
+$473.7K
49,137
+86%
清仓
V
VISA INC
-$464.3K
0
-100%
减持
IWR
ISHARES TR RUS MID CAP ETF
-$462.3K
65,780
-5%
清仓
JNJ
JOHNSON & JOHNSON
-$453.9K
0
-100%
清仓
GOOG
ALPHABET INC
-$442.3K
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$439.3K
0
-100%
清仓
MDYG
SPDR SER TR
-$435.2K
0
-100%
增持
BIL
SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
+$415.9K
66,776
+7%
增持
KO
COCA COLA COMPANY
+$411.4K
13,491
+85%
建仓
INTC
INTEL CORPORATION
+$411.1K
13,273
建仓
CGDV
CAPITAL GROUP DIVID VALUE ETF SHS CREATION UNIT
+$410.8K
12,449
增持
PTLC
PACER FDS TR
+$408.5K
38,176
+22%
建仓
KHC
KRAFT HEINZ COMPANY
+$401.3K
12,456
建仓
OGN
ORGANON & COMPANY COMMON STOCK
+$393.8K
19,025
清仓
HYG
ISHARES TR
-$391.1K
0
-100%
清仓
MRK
MERCK & CO INC
-$387.8K
0
-100%
清仓
—
LYONDELLBASELL INDUSTRIES N
-$376.8K
0
-100%
建仓
PSLV
SPROTT PHYSICAL SILVER TR TR UNIT
+$370.4K
37,302
清仓
SO
SOUTHERN CO
-$365.4K
0
-100%
减持
FMAG
FIDELITY COVINGTON TRUST
-$364.4K
120,363
-14%
清仓
VNQ
VANGUARD INDEX FDS
-$359.3K
0
-100%
减持
IUSV
ISHARES TR CORE S&P US VLU
-$359.1K
76,505
-3%
建仓
KEY
KEYCORP
+$354.3K
24,930
清仓
VYM
VANGUARD WHITEHALL FDS
-$346.3K
0
-100%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$346.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$336.9K
0
-100%
清仓
IWN
ISHARES TR
-$334.1K
0
-100%
清仓
BF/B
BROWN FORMAN CORP
-$333.9K
0
-100%
增持
CSCO
CISCO SYSTEMS INCORPORATED
+$333.1K
13,104
+126%
建仓
—
BYD COMPANY LIMITED SHS H
+$322.6K
10,937
清仓
PTH
INVESCO EXCHANGE TRADED FD T
-$322.5K
0
-100%
建仓
GS
GOLDMAN SACHS GROUP INCORPORATED
+$315.8K
14,322
清仓
VPU
VANGUARD WORLD FD
-$309.2K
0
-100%
建仓
JOF
JAPAN SMALLER CAPITALIZATION F
+$306.2K
40,400
清仓
CEG
CONSTELLATION ENERGY CORP
-$300.2K
0
-100%
清仓
MXI
ISHARES TR
-$291.2K
0
-100%
清仓
AXP
AMERICAN EXPRESS CO
-$279.1K
0
-100%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$275.2K
0
-100%
清仓
GOOGL
ALPHABET INC
-$275.1K
0
-100%
建仓
CHTH
CNL HEALTHCARE PPTYS INCORPORATED REIT
+$272.9K
43,458
清仓
PSR
INVESCO ACTIVELY MANAGED ETF
-$268.9K
0
-100%
清仓
VAW
VANGUARD WORLD FD
-$249.9K
0
-100%
减持
IWM
ISHARES TR RUSSELL 2000 ETF
-$247.4K
21,743
-2%
减持
XYLD
GLOBAL X FDS
-$246.7K
44,768
-11%
清仓
PFF
ISHARES TR
-$243.5K
0
-100%
清仓
INTU
INTUIT
-$241.3K
0
-100%
清仓
ITB
ISHARES TR
-$238.1K
0
-100%
清仓
FTEC
FIDELITY COVINGTON TRUST
-$231.7K
0
-100%
清仓
GSBD
GOLDMAN SACHS BDC INC
-$224.0K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INCORPORATED
+$221.8K
13,855
+66%
清仓
C
CITIGROUP INC
-$218.5K
0
-100%
建仓
GBAB
GUGGENHEIM TAXABLE MUNICP BOND
+$217.6K
13,686
清仓
—
SUPER MICRO COMPUTER INC
-$217.2K
0
-100%
清仓
F
FORD MTR CO DEL
-$217.1K
0
-100%
清仓
TSLA
TESLA INC
-$208.2K
0
-100%
清仓
MO
ALTRIA GROUP INC
-$205.0K
0
-100%
清仓
GE
GENERAL ELECTRIC CO
-$204.8K
0
-100%
清仓
STZ
CONSTELLATION BRANDS INC
-$203.8K
0
-100%
增持
VEA
VANGUARD FTSE DEVELOPED MARKETS ETF
+$202.4K
11,898
+55%
清仓
UNH
UNITEDHEALTH GROUP INC
-$200.9K
0
-100%
增持
SCHX
SCHWAB U.S. LARGE-CAP ETF
+$162.9K
16,011
+15%
减持
IWP
ISHARES TR RUS MD CP GR ETF
-$147.7K
22,176
-2%
清仓
—
VECTOR GROUP LTD
-$139.4K
0
-100%
减持
IDEV
ISHARES TR CORE MSCI INTL
-$115.7K
46,964
-1%
减持
SCHD
SCHWAB US DIVIDEND EQUITY ETF
-$108.7K
30,344
-1%
减持
GBCI
GLACIER BANCORP INC NEW
-$100.1K
30,102
-1%
增持
IGF
ISHARES TR
+$91.7K
34,834
+5%
增持
JEPI
JPMORGAN EQUITY PREMIUM INCOME ETF
+$88.2K
50,374
+5%
增持
CADE
CADENCE BANK
+$87.4K
41,103
+11%
清仓
SVC
SERVICE PPTYS TR
-$84.6K
0
-100%
减持
IJH
ISHARES TR CORE S&P MCP ETF
-$78.7K
16,850
-4%
清仓
MPT
MEDICAL PPTYS TRUST INC
-$74.1K
0
-100%
减持
VTI
VANGUARD TOTAL STOCK MARKET ETF
+$62.8K
10,743
-1%
增持
ISCG
ISHARES TR MRGSTR SM CP GR
+$53.8K
28,306
+7%
增持
QYLD
GLOBAL X NASDAQ 100 COVERED CALL ETF
+$50.9K
56,147
+7%
减持
URTH
ISHARES INC
-$43.4K
25,899
-3%
增持
TDVG
T ROWE PRICE ETF INC
+$35.8K
10,011
+9%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$35.4K
15,479
+2%
