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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 111 项
建仓 12
增持 48
减持 44
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$6.8M
100,130
+2%
建仓
QQQ
INVESCO QQQ TR
+$5.9M
10,671
清仓
HDV
ISHARES TR
-$5.6M
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。
增持
EMXC
ISHARES INC
+$4.7M
289,906
+17%
增持
RAAX
VANECK ETF TRUST
+$4.4M
657,734
+25%
建仓
IWD
ISHARES TR
+$2.6M
13,625
减持
NVDA
NVIDIA CORPORATION
+$2.1M
66,125
-14%
清仓
IGF
ISHARES TR
-$1.9M
0
-100%
减持
TLT
ISHARES TR
-$1.6M
16,262
-51%
增持
IWR
ISHARES TR
+$1.5M
74,947
+19%
增持
JBND
J P MORGAN EXCHANGE TRADED F
+$1.5M
39,793
+235%
减持
DGRO
ISHARES TR
-$1.5M
32,900
-43%
增持
BITB
BITWISE BITCOIN ETF TR
+$1.4M
93,931
+3%
建仓
FBTC
FIDELITY WISE ORIGIN BITCOIN
+$1.4M
14,888
增持
BIL
SPDR SERIES TRUST
+$1.4M
89,428
+20%
增持
ISCG
ISHARES TR
+$1.3M
59,549
+63%
减持
IUSV
ISHARES TR
-$1.3M
65,104
-19%
减持
MSFT
MICROSOFT CORP
+$1.2M
10,607
-1%
增持
SCZ
ISHARES TR
+$1.2M
34,445
+63%
增持
ETHW
BITWISE ETHEREUM ETF
+$987.0K
168,130
+8%
增持
OUSM
ALPS ETF TR
+$966.6K
50,446
+75%
清仓
SO
SOUTHERN CO
-$962.8K
0
-100%
建仓
MDYG
SPDR SERIES TRUST
+$938.5K
10,804
建仓
FETH
FIDELITY ETHEREUM FD
+$903.6K
35,901
增持
EFV
ISHARES TR
+$884.5K
38,814
+45%
增持
VO
VANGUARD INDEX FDS
+$873.4K
28,475
+4%
增持
IMCG
ISHARES TR
+$696.1K
31,410
+23%
增持
JEPI
J P MORGAN EXCHANGE TRADED F
+$638.9K
61,071
+23%
建仓
KNG
FIRST TR EXCHANGE-TRADED FD
+$633.3K
12,899
建仓
BNDX
VANGUARD CHARLOTTE FDS
+$614.9K
12,419
增持
EFG
ISHARES TR
+$611.8K
33,928
+6%
增持
IWP
ISHARES TR
+$590.1K
22,842
+4%
减持
FMAG
FIDELITY COVINGTON TRUST
+$576.3K
114,040
-1%
建仓
SCHV
SCHWAB STRATEGIC TR
+$566.2K
20,462
减持
AAPL
APPLE INC
-$563.7K
27,903
-1%
清仓
CLOI
VANECK ETF TRUST
-$537.2K
0
-100%
建仓
FTGS
FIRST TR EXCHANGE-TRADED FD
+$472.1K
13,809
增持
VTI
VANGUARD INDEX FDS
+$447.7K
11,026
+4%
增持
QYLD
GLOBAL X FDS
+$438.6K
78,170
+50%
减持
SPTM
SPDR SERIES TRUST
+$417.9K
65,165
-1%
清仓
TDVG
T ROWE PRICE ETF INC
-$417.1K
0
-100%
减持
IWF
ISHARES TR
-$330.0K
12,370
-20%
建仓
SCHM
SCHWAB STRATEGIC TR
+$329.3K
11,739
减持
AMZN
AMAZON COM INC
+$306.0K
12,124
-2%
增持
WMT
WALMART INC
+$302.6K
26,008
+2%
减持
DIS
DISNEY WALT CO
+$294.1K
14,285
-5%
减持
IWM
ISHARES TR
+$290.0K
20,237
-1%
清仓
OGN
ORGANON & CO
-$287.1K
0
-100%
增持
SHY
ISHARES TR
+$285.6K
238,767
+1%
建仓
CGCP
CAPITAL GRP FIXED INCM ETF T
+$284.3K
12,634
增持
MBSF
VALUED ADVISERS TR
+$280.5K
37,359
+41%
减持
IUSG
ISHARES TR
+$280.5K
24,509
-9%
增持
SCHG
SCHWAB STRATEGIC TR
+$267.2K
34,306
+17%
增持
FDVV
FIDELITY COVINGTON TRUST
+$258.6K
34,274
+12%
建仓
SCHB
SCHWAB STRATEGIC TR
+$256.5K
10,763
增持
BAC
BANK AMERICA CORP
+$251.1K
25,431
+11%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$248.8K
81,857
+26%
增持
IJH
ISHARES TR
+$216.9K
26,082
+9%
减持
GBTC
GRAYSCALE BITCOIN TRUST ETF
+$215.6K
11,163
-1%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$210.9K
29,353
+32%
减持
GOOG
ALPHABET INC
+$210.1K
10,026
-0%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$209.7K
19,524
+19%
清仓
GBAB
GUGGENHEIM TAXABLE MUNICP BO
-$201.9K
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$191.4K
11,892
-2%
减持
FIDI
FIDELITY COVINGTON TRUST
-$189.8K
62,135
-19%
减持
CMG
CHIPOTLE MEXICAN GRILL INC
-$159.1K
13,241
-26%
减持
AGG
ISHARES TR
-$148.9K
18,624
-8%
减持
URTH
ISHARES INC
+$132.6K
22,996
-6%
减持
PG
PROCTER AND GAMBLE CO
-$124.6K
10,780
-0%
增持
CSCO
CISCO SYS INC
+$123.8K
13,718
+2%
减持
VZ
VERIZON COMMUNICATIONS INC
-$121.2K
11,421
-16%
减持
CAG
CONAGRA BRANDS INC
-$109.0K
16,630
-1%
增持
REGL
PROSHARES TR
+$108.0K
11,795
+11%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$100.6K
12,511
+4%
增持
EPD
ENTERPRISE PRODS PARTNERS L
-$97.3K
31,601
+0%
增持
—
EXXON MOBIL CORP
-$93.5K
27,138
+7%
减持
IEF
ISHARES TR
-$90.9K
31,505
-3%
减持
SCHX
SCHWAB STRATEGIC TR
+$86.7K
39,765
-1%
减持
T
AT&T INC
-$72.7K
45,403
-7%
增持
CADE
CADENCE BANK
+$72.0K
43,743
+0%
增持
CVX
CHEVRON CORP NEW
+$61.5K
17,044
+20%
减持
KHC
KRAFT HEINZ CO
-$57.2K
11,416
-1%
减持
SPSB
SPDR SERIES TRUST
-$54.4K
16,453
-10%
减持
CGDV
CAPITAL GROUP DIVIDEND VALUE
-$48.2K
13,870
-17%
减持
WMB
WILLIAMS COS INC
+$41.7K
16,565
-1%
减持
JOF
JAPAN SMALLER CAPITALIZATION
+$37.7K
33,500
-1%
减持
XYLD
GLOBAL X FDS
-$35.2K
44,341
-1%
减持
IDEV
ISHARES TR
-$31.8K
38,298
-10%
增持
GUNR
FLEXSHARES TR
+$31.8K
21,076
+1%
增持
PTLC
PACER FDS TR
+$30.7K
43,890
+3%
减持
KEY
KEYCORP
+$24.3K
20,901
-2%
减持
IEFA
ISHARES TR
-$24.2K
38,750
-10%
减持
FUTY
FIDELITY COVINGTON TRUST
+$23.1K
15,880
-0%
增持
KO
COCA COLA CO
+$23.1K
18,367
+3%
减持
VB
VANGUARD INDEX FDS
+$21.7K
16,770
-6%
增持
PFE
PFIZER INC
-$20.3K
22,675
+1%
减持
SCHF
SCHWAB STRATEGIC TR
+$20.2K
10,579
-2%
增持
JSCP
J P MORGAN EXCHANGE TRADED F
+$20.0K
29,895
+1%
增持
USRT
ISHARES TR
+$18.1K
10,709
+5%
减持
PGX
INVESCO EXCH TRADED FD TR II
-$17.9K
92,811
-1%
减持
QDEF
FLEXSHARES TR
+$16.4K
14,821
-4%
增持
SCHD
SCHWAB STRATEGIC TR
+$16.4K
100,149
+6%
减持
QLV
FLEXSHARES TR
+$14.9K
14,996
-2%
增持
COWZ
PACER FDS TR
+$11.8K
19,478
+0%
增持
NOBL
PROSHARES TR
-$11.1K
23,278
+1%
增持
ET
ENERGY TRANSFER L P
-$10.5K
40,369
+1%
减持
KMI
KINDER MORGAN INC DEL
+$7.1K
75,605
-3%
减持
HNDL
STRATEGY SHS
+$4.6K
22,981
-2%
增持
DJIA
GLOBAL X FDS
-$4.3K
13,479
+0%
减持
VTRS
VIATRIS INC
+$3.8K
42,505
-1%
增持
PTY
PIMCO CORPORATE & INCOME OPP
-$3.1K
16,914
+3%
