BEAM WEALTH ADVISORS, INC.
COVINGTON LA · SEC CIK 0001803426
$4.53亿2026Q2 申报市值
117持仓数
50.9%前十大占比 · 第一大 17.5%
10 / 3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
VOO 新建仓+$712.29万
JPIE 加仓+$624.21万
IWF 新建仓+$470.82万
SCZ 加仓+$324.53万
DABS 加仓+$160.45万
2026Q2 卖出最多 按季末市值估算
IVV 减仓-$503.93万
EMXC 减仓-$284.53万
IMCG 减仓-$200.42万
PLTR 清仓-$149.48万
SHY 减仓-$70.40万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| SPTM | SPDR SERIES TRUST | $468.37万 | 1.03% | 51,589 | -137 | -0.3% | -$1.24万 | 减仓 |
| IWF | ISHARES TR | $470.82万 | 1.04% | 37,918 | 37,918 | — | $470.82万 | 新建仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $629.54万 | 1.39% | 111,463 | 9,772 | 9.6% | $55.19万 | 加仓 |
| ISCG | ISHARES TR | $663.00万 | 1.46% | 101,160 | -3,104 | -3.0% | -$20.34万 | 减仓 |
| SCZ | ISHARES TR | $666.50万 | 1.47% | 81,014 | 39,447 | 94.9% | $324.53万 | 加仓 |
| IUSV | ISHARES TR | $670.33万 | 1.48% | 60,856 | -14 | -0.0% | -$1,542 | 减仓 |
| AAPL | APPLE INC | $698.97万 | 1.54% | 24,156 | -143 | -0.6% | -$4.14万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $712.29万 | 1.57% | 10,371 | 10,371 | — | $712.29万 | 新建仓 |
| EFG | ISHARES TR | $713.63万 | 1.57% | 57,357 | -166 | -0.3% | -$2.07万 | 减仓 |
| BIL | SPDR SERIES TRUST | $869.57万 | 1.92% | 94,890 | 10,631 | 12.6% | $97.42万 | 加仓 |
| IWR | ISHARES TR | $879.45万 | 1.94% | 79,718 | 2,418 | 3.1% | $26.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $964.29万 | 2.13% | 48,193 | -1,170 | -2.4% | -$23.41万 | 减仓 |
| OAKM | HARRIS OAKMARK ETF TRUST | $1,076.20万 | 2.37% | 382,037 | -22,244 | -5.5% | -$62.66万 | 减仓 |
| VO | VANGUARD INDEX FDS | $1,090.92万 | 2.41% | 135,400 | -5,640 | -4.0% | -$45.44万 | 减仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $1,425.17万 | 3.14% | 309,484 | 135,550 | 77.9% | $624.21万 | 加仓 |
| DABS | DOUBLELINE ETF TRUST | $1,850.62万 | 4.08% | 365,172 | 31,661 | 9.5% | $160.45万 | 加仓 |
| IMCG | ISHARES TR | $2,359.10万 | 5.20% | 239,990 | -20,389 | -7.8% | -$200.42万 | 减仓 |
| EMXC | ISHARES INC | $2,685.95万 | 5.92% | 262,556 | -27,813 | -9.6% | -$284.53万 | 减仓 |
| RAAX | VANECK ETF TRUST | $2,845.33万 | 6.28% | 717,249 | 10,602 | 1.5% | $42.06万 | 加仓 |
| IVV | ISHARES TR | $7,914.15万 | 17.45% | 105,678 | -6,729 | -6.0% | -$503.93万 | 减仓 |