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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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 106 项
建仓 4
增持 65
减持 32
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$7.0M
99,115
+8%
增持
HDV
ISHARES TR
+$2.0M
197,716
+1%
增持
VO
VANGUARD INDEX FDS
+$1.6M
26,318
+20%
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
ETHW
BITWISE ETHEREUM ETF
+$1.6M
87,138
清仓
BITW
BITWISE 10 CRYPTO INDEX FD UNIT BENEFICIAL
-$1.5M
0
-100%
增持
SHY
ISHARES TR
+$1.3M
323,001
+3%
增持
IUSG
ISHARES TR
+$1.2M
29,545
+38%
建仓
SGOV
ISHARES TR
+$1.1M
11,108
增持
VB
VANGUARD INDEX FDS
+$1.1M
16,502
+27%
减持
ETHE
GRAYSCALE ETHEREUM TR ETH
-$1.0M
30,331
-44%
增持
IUSV
ISHARES TR
+$1.0M
81,336
+6%
增持
BITB
BITWISE BITCOIN ETF TR
+$1.0M
55,544
+101%
建仓
SO
SOUTHERN CO
+$940.7K
10,432
增持
RAAX
VANECK ETF TRUST
+$936.2K
379,796
+3%
增持
EMXC
ISHARES INC
+$809.6K
223,844
+3%
增持
AAPL
APPLE INC
+$770.9K
31,884
+1%
清仓
REGL
PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF
-$762.6K
0
-100%
增持
IWR
ISHARES TR
+$595.6K
67,269
+2%
增持
IWM
ISHARES TR
+$494.6K
22,210
+2%
增持
DGRO
ISHARES TR
+$484.1K
70,981
+3%
增持
EFG
ISHARES TR
+$472.9K
31,506
+10%
增持
IJH
ISHARES TR
+$467.8K
23,328
+38%
建仓
PHYS
SPROTT PHYSICAL GOLD TR
+$396.3K
19,446
增持
IMCG
ISHARES TR
+$380.4K
18,008
+31%
增持
IWF
ISHARES TR
+$358.8K
16,721
+3%
增持
IGF
ISHARES TR
+$356.5K
37,217
+7%
增持
URTH
ISHARES INC
+$342.8K
26,529
+2%
减持
TLH
ISHARES TR
-$335.1K
10,453
-27%
清仓
—
BYD COMPANY LIMITED SHS H
-$322.6K
0
-100%
清仓
GS
GOLDMAN SACHS GROUP INCORPORATED
-$315.8K
0
-100%
增持
EFV
ISHARES TR
+$315.3K
23,931
+20%
减持
WMT
WALMART INC
+$307.7K
27,904
-3%
增持
OUSM
ALPS ETF TR
+$305.4K
19,566
+40%
增持
KO
COCA COLA CO
+$303.1K
16,169
+20%
增持
FMAG
FIDELITY COVINGTON TRUST
+$282.8K
125,866
+5%
增持
IEFA
ISHARES TR
+$282.4K
36,888
+3%
增持
IWP
ISHARES TR
+$277.4K
23,230
+5%
清仓
CHTH
CNL HEALTHCARE PPTYS INCORPORATED REIT
-$272.9K
0
-100%
增持
AGG
ISHARES TR
+$271.7K
14,565
+17%
增持
IDEV
ISHARES TR
+$256.3K
47,141
+0%
增持
PFE
PFIZER INC
+$248.1K
27,043
+42%
增持
IEF
ISHARES TR
+$244.8K
35,314
+3%
增持
SCHD
SCHWAB STRATEGIC TR
+$241.6K
30,773
+1%
增持
IAU
ISHARES GOLD TR
+$237.2K
16,178
+25%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$230.5K
57,500
+54%
增持
FIDI
FIDELITY COVINGTON TRUST
+$223.0K
82,721
+7%
减持
SPTM
SPDR SER TR
+$217.5K
65,257
-1%
减持
TLT
ISHARES TR
+$210.1K
35,971
-1%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$197.2K
25,049
-4%
增持
PTLC
PACER FDS TR
+$187.5K
39,718
+4%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$182.9K
51,053
+1%
增持
VTI
VANGUARD INDEX FDS
+$176.3K
10,772
+0%
增持
SCZ
ISHARES TR
+$174.7K
17,566
+7%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$171.2K
14,334
+4%
减持
KMI
KINDER MORGAN INC DEL
+$167.4K
82,242
-1%
增持
FUTY
FIDELITY COVINGTON TRUST
+$161.4K
18,452
+2%
增持
CGDV
CAPITAL GROUP DIVIDEND VALUE
+$150.9K
15,416
+24%
增持
ISCG
ISHARES TR
+$142.0K
29,194
+3%
增持
—
EXXON MOBIL CORP
+$138.9K
23,565
+3%
增持
PG
PROCTER AND GAMBLE CO
+$134.3K
11,143
+2%
增持
CVX
CHEVRON CORP NEW
-$122.7K
14,004
+0%
增持
MSFT
MICROSOFT CORP
-$105.0K
12,082
+2%
增持
TDVG
T ROWE PRICE ETF INC
+$101.9K
11,898
+19%
减持
CADE
CADENCE BANK
+$99.0K
39,603
-4%
增持
BIL
SPDR SER TR
+$98.0K
67,822
+2%
增持
CSCO
CISCO SYS INC
+$93.9K
13,462
+3%
增持
USRT
ISHARES TR
+$92.7K
11,388
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$85.4K
12,752
+7%
减持
T
AT&T INC
+$79.2K
46,282
-6%
增持
QLV
FLEXSHARES TR
+$78.8K
15,304
+2%
减持
—
MARATHON OIL CORP
-$74.2K
17,479
-7%
增持
BAC
BANK AMERICA CORP
+$70.4K
20,506
+10%
减持
CAG
CONAGRA BRANDS INC
+$69.7K
18,901
-1%
减持
QDEF
FLEXSHARES TR
+$69.2K
16,457
-3%
减持
VZ
VERIZON COMMUNICATIONS INC
+$49.3K
13,821
-0%
减持
OGN
ORGANON & CO
-$46.2K
18,171
-4%
减持
XYLD
GLOBAL X FDS
+$45.8K
44,718
-0%
减持
KEY
KEYCORP
+$45.6K
23,870
-4%
增持
ET
ENERGY TRANSFER L P
+$43.4K
44,220
+8%
减持
PGX
INVESCO EXCH TRADED FD TR II
+$40.3K
104,992
-3%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$39.7K
30,652
+0%
增持
GBTC
GRAYSCALE BITCOIN TR BTC
+$37.1K
16,798
+10%
增持
NVDA
NVIDIA CORPORATION
-$35.5K
132,072
+2%
减持
WMB
WILLIAMS COS INC
+$34.8K
18,321
-3%
减持
COWZ
PACER FDS TR
+$34.2K
14,607
-2%
增持
SPSB
SPDR SER TR
+$30.8K
20,100
+3%
增持
AMZN
AMAZON COM INC
-$30.5K
12,804
+2%
减持
VTRS
VIATRIS INC
+$30.2K
48,126
-3%
减持
HNDL
STRATEGY SHS
+$30.2K
36,654
-1%
增持
EPD
ENTERPRISE PRODS PARTNERS L
+$27.1K
29,952
+3%
增持
PSK
SPDR SER TR
+$24.1K
10,874
+1%
减持
KHC
KRAFT HEINZ CO
+$23.2K
12,091
-3%
减持
GUNR
FLEXSHARES TR
-$21.0K
19,273
-5%
减持
QYLD
GLOBAL X FDS
+$17.0K
55,938
-0%
减持
GBAB
GUGGENHEIM TAXABLE MUNICP BO
+$16.8K
13,336
-3%
减持
NOBL
PROSHARES TR
-$14.1K
23,913
-10%
增持
CLOI
VANECK ETF TRUST
+$13.1K
13,196
+2%
减持
SCHX
SCHWAB STRATEGIC TR
-$11.3K
14,995
-6%
减持
JOF
JAPAN SMALLER CAPITALIZATION
+$11.3K
38,400
-5%
减持
—
ETF SER SOLUTIONS
-$11.3K
16,547
-4%
增持
INTC
INTEL CORP
-$8.9K
17,144
+29%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$8.9K
15,801
+2%
减持
PTY
PIMCO CORPORATE & INCOME OPP
-$8.7K
16,575
-4%
减持
FDVV
FIDELITY COVINGTON TRUST
+$6.3K
28,756
-7%
增持
DIS
DISNEY WALT CO
+$5.7K
18,777
+4%
减持
DJIA
GLOBAL X FDS
+$1.5K
12,578
-4%
