Beaumont Asset Management, L.L.C.
BEAUMONT TX · SEC CIK 0001798756
$2.22亿2026Q1 申报市值
76持仓数
61.4%前十大占比 · 第一大 27.5%
5 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
VUSB 新建仓+$641.63万
PULS 加仓+$517.10万
IBDR 加仓+$512.65万
JAAA 加仓+$472.97万
IVV 加仓+$374.68万
2026Q1 卖出最多 按季末市值估算
MOAT 减仓-$272.05万
GD 减仓-$71.15万
MSFT 减仓-$45.09万
MGK 减仓-$43.54万
CRM 减仓-$23.46万
2026Q1 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 | $6,098.63万 | 27.45% | 93,364 | 5,736 | 6.5% | $374.68万 | 加仓 |
| MOAT | VANECK ETF TRUST | $1,803.57万 | 8.12% | 186,512 | -28,133 | -13.1% | -$272.05万 | 减仓 |
| IBDR | ISHARES TR | $1,153.86万 | 5.19% | 476,015 | 211,489 | 80.0% | $512.65万 | 加仓 |
| GOOGL | ALPHABET INC | $854.31万 | 3.85% | 29,709 | 430 | 1.5% | $12.37万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $649.85万 | 2.93% | 129,015 | 93,900 | 267.4% | $472.97万 | 加仓 |
| VUSB | VANGUARD BD INDEX FDS | $641.63万 | 2.89% | 128,881 | 128,881 | — | $641.63万 | 新建仓 |
| SPHQ | INVESCO EXCHANGE TRADED FD T | $637.91万 | 2.87% | 84,839 | -1,261 | -1.5% | -$9.48万 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $623.94万 | 2.81% | 83,081 | 19,495 | 30.7% | $146.41万 | 加仓 |
| MSFT | MICROSOFT CORP | $621.71万 | 2.80% | 16,795 | -1,218 | -6.8% | -$45.09万 | 减仓 |
| PULS | PGIM ETF TR | $565.94万 | 2.55% | 114,332 | 104,464 | 1,058.6% | $517.10万 | 加仓 |
| IBDW | ISHARES TR | $537.59万 | 2.42% | 256,851 | 54,731 | 27.1% | $114.55万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $485.34万 | 2.18% | 24,737 | -584 | -2.3% | -$11.46万 | 减仓 |
| AMZN | AMAZON COM INC | $446.34万 | 2.01% | 21,431 | 1,466 | 7.3% | $30.53万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $437.96万 | 1.97% | 20,159 | -402 | -2.0% | -$8.73万 | 减仓 |
| XSD | SPDR SERIES TRUST | $370.77万 | 1.67% | 11,369 | 40 | 0.4% | $1.30万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $323.56万 | 1.46% | 52,818 | 772 | 1.5% | $4.73万 | 加仓 |
| AVGO | BROADCOM INC | $287.72万 | 1.30% | 9,296 | 146 | 1.6% | $4.52万 | 加仓 |
| WMT | WALMART INC | $275.51万 | 1.24% | 22,168 | -61 | -0.3% | -$7,581 | 减仓 |
| BLK | BLACKROCK INC | $252.19万 | 1.14% | 2,622 | 131 | 5.3% | $12.60万 | 加仓 |
| IBDU | ISHARES TR | $247.08万 | 1.11% | 106,225 | 90,624 | 580.9% | $210.79万 | 加仓 |
| MGK | VANGUARD WORLD FD | $244.38万 | 1.10% | 6,651 | -1,185 | -15.1% | -$43.54万 | 减仓 |
| IBDV | ISHARES TR | $244.30万 | 1.10% | 111,603 | 41,475 | 59.1% | $90.79万 | 加仓 |
| OEF | ISHARES TR | $225.32万 | 1.01% | 7,084 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $224.78万 | 1.01% | 2,657 | 13 | 0.5% | $1.10万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $224.63万 | 1.01% | 7,002 | -86 | -1.2% | -$2.76万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $178.90万 | 0.81% | 2,960 | 80 | 2.8% | $4.84万 | 加仓 |
| — | STELLAR BANCORP INC | $167.68万 | 0.75% | 45,801 | 45,801 | — | $167.68万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $167.36万 | 0.75% | 5,533 | 735 | 15.3% | $22.23万 | 加仓 |
| NOW | SERVICENOW INC | $158.89万 | 0.72% | 15,197 | 816 | 5.7% | $8.53万 | 加仓 |
| AAPL | APPLE INC | $157.35万 | 0.71% | 6,200 | 3,742 | 152.2% | $94.97万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $147.87万 | 0.67% | 5,027 | 29 | 0.6% | $8,531 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $147.39万 | 0.66% | 4,107 | -14 | -0.3% | -$5,024 | 减仓 |
| IJT | ISHARES TR | $144.93万 | 0.65% | 10,015 | 42 | 0.4% | $6,078 | 加仓 |
| MA | MASTERCARD INCORPORATED | $129.01万 | 0.58% | 2,582 | 8 | 0.3% | $3,997 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $126.82万 | 0.57% | 3,695 | -2,073 | -35.9% | -$71.15万 | 减仓 |
| CRM | SALESFORCE INC | $116.48万 | 0.52% | 6,240 | -1,257 | -16.8% | -$23.46万 | 减仓 |
| IWV | ISHARES TR | $103.46万 | 0.47% | 2,791 | -154 | -5.2% | -$5.71万 | 减仓 |
| MRK | MERCK & CO INC | $97.32万 | 0.44% | 8,090 | 73 | 0.9% | $8,781 | 加仓 |
| VOOV | VANGUARD ADMIRAL FDS INC | $93.50万 | 0.42% | 4,588 | -258 | -5.3% | -$5.26万 | 减仓 |
| RTX | RTX CORPORATION | $93.31万 | 0.42% | 4,837 | 39 | 0.8% | $7,523 | 加仓 |
| BX | BLACKSTONE INC | $89.54万 | 0.40% | 7,787 | 383 | 5.2% | $4.40万 | 加仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $78.78万 | 0.35% | 12,569 | 424 | 3.5% | $2.66万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $77.97万 | 0.35% | 15,793 | 191 | 1.2% | $9,430 | 加仓 |
| IEFA | ISHARES TR | $75.86万 | 0.34% | 8,379 | 91 | 1.1% | $8,238 | 加仓 |
| CLX | CLOROX CO DEL | $75.17万 | 0.34% | 7,254 | 3,215 | 79.6% | $33.32万 | 加仓 |
| SO | SOUTHERN CO | $73.36万 | 0.33% | 7,600 | 348 | 4.8% | $3.36万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $72.78万 | 0.33% | 10,118 | 206 | 2.1% | $1.48万 | 加仓 |
| O | REALTY INCOME CORP | $71.36万 | 0.32% | 11,664 | 18 | 0.2% | $1,101 | 加仓 |
| VCR | VANGUARD WORLD FD | $65.88万 | 0.30% | 1,835 | -463 | -20.1% | -$16.62万 | 减仓 |
| LIN | LINDE PLC | $63.16万 | 0.28% | 1,274 | 1,274 | — | $63.16万 | 新建仓 |
| DHR | DANAHER CORP DEL | $61.42万 | 0.28% | 3,240 | 440 | 15.7% | $8.34万 | 加仓 |
| SMH | VANECK ETF TRUST | $61.31万 | 0.28% | 1,599 | 18 | 1.1% | $6,901 | 加仓 |
| AMGN | AMGEN INC | $59.34万 | 0.27% | 1,687 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $58.00万 | 0.26% | 8,149 | 995 | 13.9% | $7.08万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $57.25万 | 0.26% | 17,885 | 7,403 | 70.6% | $23.70万 | 加仓 |
| MDT | MEDTRONIC PLC | $54.56万 | 0.25% | 6,297 | 551 | 9.6% | $4.77万 | 加仓 |
| TXN | TEXAS INSTRS INC | $53.30万 | 0.24% | 2,745 | -100 | -3.5% | -$1.94万 | 减仓 |
| ALB | ALBEMARLE CORP | $48.92万 | 0.22% | 2,725 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $46.43万 | 0.21% | 2,662 | 2,662 | — | $46.43万 | 新建仓 |
| VICI | VICI PPTYS INC | $45.42万 | 0.20% | 16,626 | 6,405 | 62.7% | $17.50万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $40.35万 | 0.18% | 5,234 | 964 | 22.6% | $7.43万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $32.00万 | 0.14% | 4,150 | 143 | 3.6% | $1.10万 | 加仓 |
| — | EXXON MOBIL CORP | $30.65万 | 0.14% | 1,806 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $30.62万 | 0.14% | 5,816 | -1,574 | -21.3% | -$8.29万 | 减仓 |
| EMR | EMERSON ELEC CO | $26.92万 | 0.12% | 2,055 | -564 | -21.5% | -$7.39万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $26.88万 | 0.12% | 561 | -2 | -0.4% | -$958 | 减仓 |
| TGT | TARGET CORP | $26.59万 | 0.12% | 2,194 | -534 | -19.6% | -$6.47万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $24.87万 | 0.11% | 1,224 | -100 | -7.6% | -$2.03万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $24.06万 | 0.11% | 2,344 | -100 | -4.1% | -$1.03万 | 减仓 |
| SHYG | ISHARES TR | $23.98万 | 0.11% | 5,668 | 443 | 8.5% | $1.87万 | 加仓 |
| TCBX | THIRD COAST BANCSHARES INC | $22.86万 | 0.10% | 6,044 | -1,250 | -17.1% | -$4.73万 | 减仓 |
| VO | VANGUARD INDEX FDS | $22.66万 | 0.10% | 789 | 55 | 7.5% | $1.58万 | 加仓 |
| VONE | VANGUARD SCOTTSDALE FDS | $22.07万 | 0.10% | 748 | 0 | 0.0% | — | 不变 |
| IBMO | ISHARES TR | $21.84万 | 0.10% | 8,520 | 0 | 0.0% | — | 不变 |
| IBMQ | ISHARES TR | $20.50万 | 0.09% | 8,030 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $20.10万 | 0.09% | 1,617 | 1,617 | — | $20.10万 | 新建仓 |