BEAM WEALTH ADVISORS, INC.
COVINGTON LA · SEC CIK 0001803426
$4.02亿2026Q1 申报市值
108持仓数
51.8%前十大占比 · 第一大 18.3%
10 / 9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
IMCG 加仓+$1,725.48万
OAKM 加仓+$1,041.64万
JPIE 新建仓+$801.31万
IVV 加仓+$434.71万
HBAN 新建仓+$323.96万
2026Q1 卖出最多 按季末市值估算
QQQ 清仓-$698.74万
CADENCE BANK 清仓-$326.12万
BIL 减仓-$245.62万
NVDA 减仓-$236.05万
EMXC 减仓-$210.68万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| IEFA | ISHARES TR | $420.70万 | 1.05% | 46,470 | 2,889 | 6.6% | $26.15万 | 加仓 |
| — | EXXON MOBIL CORP | $425.30万 | 1.06% | 25,068 | -1,093 | -4.2% | -$18.54万 | 减仓 |
| IWD | ISHARES TR | $427.51万 | 1.06% | 20,008 | 1,750 | 9.6% | $37.39万 | 加仓 |
| ISCG | ISHARES TR | $571.37万 | 1.42% | 104,264 | 26,452 | 34.0% | $144.96万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $576.38万 | 1.43% | 101,691 | 39,290 | 63.0% | $222.70万 | 加仓 |
| AAPL | APPLE INC | $616.68万 | 1.54% | 24,299 | -1,446 | -5.6% | -$36.70万 | 减仓 |
| IUSV | ISHARES TR | $622.40万 | 1.55% | 60,870 | -801 | -1.3% | -$8.19万 | 减仓 |
| EFG | ISHARES TR | $640.64万 | 1.59% | 57,523 | 8,449 | 17.2% | $94.10万 | 加仓 |
| IWR | ISHARES TR | $751.58万 | 1.87% | 77,300 | 3,970 | 5.4% | $38.60万 | 加仓 |
| BIL | SPDR SERIES TRUST | $772.15万 | 1.92% | 84,259 | -26,803 | -24.1% | -$245.62万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $801.31万 | 1.99% | 173,934 | 173,934 | — | $801.31万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $860.95万 | 2.14% | 49,363 | -13,534 | -21.5% | -$236.05万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,012.59万 | 2.52% | 35,260 | 2,180 | 6.6% | $62.60万 | 加仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $1,114.40万 | 2.77% | 404,281 | 377,883 | 1,431.5% | $1,041.64万 | 加仓 |
| DABS | DOUBLELINE ETF TRUST | $1,693.84万 | 4.22% | 333,511 | 57,132 | 20.7% | $290.16万 | 加仓 |
| IMCG | ISHARES TR | $2,051.01万 | 5.11% | 260,379 | 219,053 | 530.1% | $1,725.48万 | 加仓 |
| EMXC | ISHARES INC | $2,284.05万 | 5.69% | 290,369 | -26,783 | -8.4% | -$210.68万 | 减仓 |
| RAAX | VANECK ETF TRUST | $2,876.76万 | 7.16% | 706,647 | -26,501 | -3.6% | -$107.89万 | 减仓 |
| IVV | ISHARES TR | $7,342.57万 | 18.28% | 112,407 | 6,655 | 6.3% | $434.71万 | 加仓 |