Beaumont Asset Management, L.L.C.
BEAUMONT TX · SEC CIK 0001798756
$2.57亿2026Q2 申报市值
79持仓数
63.1%前十大占比 · 第一大 28.8%
7 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
PULS 加仓+$1,219.79万
IVV 加仓+$429.64万
IBDV 加仓+$173.60万
AVUV 新建仓+$128.43万
MCD 新建仓+$85.50万
2026Q2 卖出最多 按季末市值估算
IBDR 减仓-$900.08万
JAAA 减仓-$124.21万
VBR 减仓-$87.33万
CLX 清仓-$75.17万
MOAT 减仓-$75.15万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $7,421.57万 | 28.83% | 99,101 | 5,737 | 6.1% | $429.64万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,863.83万 | 7.24% | 179,283 | -7,229 | -3.9% | -$75.15万 | 减仓 |
| PULS | PGIM ETF TR | $1,786.31万 | 6.94% | 360,506 | 246,174 | 215.3% | $1,219.79万 | 加仓 |
| GOOGL | ALPHABET INC | $1,079.60万 | 4.19% | 30,210 | 501 | 1.7% | $17.90万 | 加仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $759.90万 | 2.95% | 84,339 | -500 | -0.6% | -$4.51万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $756.24万 | 2.94% | 90,297 | 7,216 | 8.7% | $60.43万 | 加仓 |
| XSD | SPDR SERIES TRUST | $713.14万 | 2.77% | 11,434 | 65 | 0.6% | $4.05万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $661.98万 | 2.57% | 132,982 | 4,101 | 3.2% | $20.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $623.78万 | 2.42% | 16,722 | -73 | -0.4% | -$2.72万 | 减仓 |
| IBDW | ISHARES TR | $576.05万 | 2.24% | 276,416 | 19,565 | 7.6% | $40.77万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $527.19万 | 2.05% | 104,415 | -24,600 | -19.1% | -$124.21万 | 减仓 |
| AMZN | AMAZON COM INC | $521.11万 | 2.02% | 21,864 | 433 | 2.0% | $10.32万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $489.10万 | 1.90% | 22,443 | -2,294 | -9.3% | -$49.99万 | 减仓 |
| IBDV | ISHARES TR | $416.89万 | 1.62% | 191,235 | 79,632 | 71.4% | $173.60万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $402.52万 | 1.56% | 16,565 | -3,594 | -17.8% | -$87.33万 | 减仓 |
| AVGO | BROADCOM INC | $374.27万 | 1.45% | 9,908 | 612 | 6.6% | $23.12万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $345.73万 | 1.34% | 65,097 | 12,279 | 23.2% | $65.21万 | 加仓 |
| MGK | VANGUARD WORLD FD | $310.63万 | 1.21% | 35,335 | 2,080 | 6.3% | $18.29万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $268.01万 | 1.04% | 2,650 | -7 | -0.3% | -$7,080 | 减仓 |
| BLK | BLACKROCK INC | $261.67万 | 1.02% | 2,721 | 99 | 3.8% | $9.52万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $260.10万 | 1.01% | 7,029 | 27 | 0.4% | $9,991 | 加仓 |
| OEF | ISHARES TR | $259.18万 | 1.01% | 7,084 | 0 | 0.0% | — | 不变 |
| IBDR | ISHARES TR | $253.30万 | 0.98% | 104,541 | -371,474 | -78.0% | -$900.08万 | 减仓 |
| IBDU | ISHARES TR | $252.90万 | 0.98% | 109,199 | 2,974 | 2.8% | $6.89万 | 加仓 |
| WMT | WALMART INC | $250.43万 | 0.97% | 22,111 | -57 | -0.3% | -$6,456 | 减仓 |
| AAPL | APPLE INC | $221.10万 | 0.86% | 7,641 | 1,441 | 23.2% | $41.70万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $202.59万 | 0.79% | 4,092 | -15 | -0.4% | -$7,426 | 减仓 |
| — | STELLAR BANCORP INC | $187.95万 | 0.73% | 47,801 | 2,000 | 4.4% | $7.86万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $186.95万 | 0.73% | 5,527 | -6 | -0.1% | -$2,030 | 减仓 |
| IJT | ISHARES TR | $177.60万 | 0.69% | 9,944 | -71 | -0.7% | -$1.27万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $164.32万 | 0.64% | 5,020 | -7 | -0.1% | -$2,291 | 减仓 |
| NOW | SERVICENOW INC | $156.53万 | 0.61% | 15,766 | 569 | 3.7% | $5.65万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $156.25万 | 0.61% | 3,067 | 107 | 3.6% | $5.45万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $141.45万 | 0.55% | 2,754 | 172 | 6.7% | $8.83万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $130.54万 | 0.51% | 3,685 | -10 | -0.3% | -$3,542 | 减仓 |
| AVUV | AMERICAN CENTY ETF TR | $128.43万 | 0.50% | 10,294 | 10,294 | — | $128.43万 | 新建仓 |
| RTX | RTX CORPORATION | $122.40万 | 0.48% | 6,451 | 1,614 | 33.4% | $30.62万 | 加仓 |
| IWV | ISHARES TR | $119.01万 | 0.46% | 2,791 | 0 | 0.0% | — | 不变 |
| SMH | VANECK ETF TRUST | $113.80万 | 0.44% | 1,735 | 136 | 8.5% | $8.92万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $110.29万 | 0.43% | 12,275 | -294 | -2.3% | -$2.64万 | 减仓 |
| MRK | MERCK & CO INC | $103.28万 | 0.40% | 8,037 | -53 | -0.7% | -$6,811 | 减仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $98.53万 | 0.38% | 4,495 | -93 | -2.0% | -$2.04万 | 减仓 |
| CRM | SALESFORCE INC | $96.07万 | 0.37% | 6,132 | -108 | -1.7% | -$1.69万 | 减仓 |
| BX | BLACKSTONE INC | $95.83万 | 0.37% | 8,144 | 357 | 4.6% | $4.20万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $95.19万 | 0.37% | 4,757 | 2,095 | 78.7% | $41.92万 | 加仓 |
| MCD | MCDONALDS CORP | $85.50万 | 0.33% | 3,163 | 3,163 | — | $85.50万 | 新建仓 |
| XLF | SELECT SECTOR SPDR TR | $84.21万 | 0.33% | 15,708 | -85 | -0.5% | -$4,557 | 减仓 |
| IEFA | ISHARES TR | $80.49万 | 0.31% | 8,334 | -45 | -0.5% | -$4,346 | 减仓 |
| TXN | TEXAS INSTRS INC | $79.84万 | 0.31% | 2,678 | -67 | -2.4% | -$2.00万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $72.90万 | 0.28% | 10,103 | -15 | -0.1% | -$1,082 | 减仓 |
| VCR | VANGUARD WORLD FD | $72.62万 | 0.28% | 1,831 | -4 | -0.2% | -$1,586 | 减仓 |
| SO | SOUTHERN CO | $72.45万 | 0.28% | 7,570 | -30 | -0.4% | -$2,871 | 减仓 |
| O | REALTY INCOME CORP | $72.26万 | 0.28% | 11,663 | -1 | -0.0% | -$62 | 减仓 |
| LIN | LINDE PLC | $65.59万 | 0.25% | 1,264 | -10 | -0.8% | -$5,189 | 减仓 |
| DHR | DANAHER CORP DEL | $61.31万 | 0.24% | 3,219 | -21 | -0.6% | -$4,000 | 减仓 |
| AMGN | AMGEN INC | $61.07万 | 0.24% | 1,687 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $50.60万 | 0.20% | 7,905 | -244 | -3.0% | -$1.56万 | 减仓 |
| MDT | MEDTRONIC PLC | $49.01万 | 0.19% | 6,265 | -32 | -0.5% | -$2,503 | 减仓 |
| VICI | VICI PPTYS INC | $48.27万 | 0.19% | 18,182 | 1,556 | 9.4% | $4.13万 | 加仓 |
| INFQ | INFLEQTION INC | $43.15万 | 0.17% | 32,392 | 32,392 | — | $43.15万 | 新建仓 |
| ALB | ALBEMARLE CORP | $36.80万 | 0.14% | 2,725 | 0 | 0.0% | — | 不变 |
| VXUS | VANGUARD STAR FDS | $35.27万 | 0.14% | 4,126 | -24 | -0.6% | -$2,052 | 减仓 |
| — | WISDOMTREE TR | $29.51万 | 0.11% | 7,806 | 7,806 | — | $29.51万 | 新建仓 |
| EMR | EMERSON ELEC CO | $29.42万 | 0.11% | 2,055 | 0 | 0.0% | — | 不变 |
| TGT | TARGET CORP | $28.66万 | 0.11% | 2,194 | 0 | 0.0% | — | 不变 |
| VBK | VANGUARD INDEX FDS | $27.83万 | 0.11% | 761 | 761 | — | $27.83万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $27.41万 | 0.11% | 1,224 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $25.92万 | 0.10% | 518 | -43 | -7.7% | -$2.15万 | 减仓 |
| VO | VANGUARD INDEX FDS | $25.52万 | 0.10% | 3,168 | 12 | 0.4% | $967 | 加仓 |
| SHYG | ISHARES TR | $25.52万 | 0.10% | 6,018 | 350 | 6.2% | $1.48万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $25.34万 | 0.10% | 748 | 0 | 0.0% | — | 不变 |
| IBDY | ISHARES TR | $24.92万 | 0.10% | 9,678 | 9,678 | — | $24.92万 | 新建仓 |
| — | EXXON MOBIL CORP | $24.70万 | 0.10% | 1,806 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $24.62万 | 0.10% | 4,748 | -1,068 | -18.4% | -$5.54万 | 减仓 |
| IJR | ISHARES TR | $23.98万 | 0.09% | 1,617 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $21.85万 | 0.08% | 8,520 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $21.27万 | 0.08% | 2,344 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $20.65万 | 0.08% | 1,728 | 1,728 | — | $20.65万 | 新建仓 |
| IBMQ | ISHARES TR | $20.54万 | 0.08% | 8,030 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -7,254 | -100.0% | -$75.17万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -17,885 | -100.0% | -$57.25万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -5,234 | -100.0% | -$40.35万 | 清仓 |
| TCBX | THIRD COAST BANCSHARES INC | $0 | 0.00% | 0 | -6,044 | -100.0% | -$22.86万 | 清仓 |