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 |
|---|---|---|---|---|---|---|---|---|
| CMG | CHIPOTLE MEXICAN GRILL INC | $32.47万 | 0.08% | 10,143 | -98 | -1.0% | -$3,137 | 减仓 |
| FTMS | PUTNAM ETF TRUST | $31.29万 | 0.08% | 31,592 | -1,320 | -4.0% | -$1.31万 | 减仓 |
| VTRS | VIATRIS INC | $28.50万 | 0.07% | 21,095 | -6,787 | -24.3% | -$9.17万 | 减仓 |
| — | GLOBAL X FDS | $28.43万 | 0.07% | 13,512 | 341 | 2.6% | $7,174 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $27.22万 | 0.07% | 12,134 | 0 | 0.0% | — | 不变 |
| JHCP | JOHN HANCOCK EXCHANGE TRADED | $26.82万 | 0.07% | 10,664 | 85 | 0.8% | $2,137 | 加仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $26.70万 | 0.07% | 24,500 | -6,000 | -19.7% | -$6.54万 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $26.24万 | 0.07% | 10,456 | -486 | -4.4% | -$1.22万 | 重新持有 |
| QQQ | INVESCO QQQ TR | $0 | 0.00% | 0 | -11,374 | -100.0% | -$698.74万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -76,125 | -100.0% | -$326.12万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -17,746 | -100.0% | -$166.39万 | 清仓 |
| PG | PROCTER AND GAMBLE CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -10,383 | -100.0% | -$117.43万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -12,204 | -100.0% | -$73.36万 | 清仓 |
| SCHV | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -19,068 | -100.0% | -$56.46万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -15,914 | -100.0% | -$32.85万 | 清仓 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -10,497 | -100.0% | -$29.25万 | 清仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | -13,518 | -100.0% | -$23.40万 | 清仓 |