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 |
|---|---|---|---|---|---|---|---|---|
| TDVG | T ROWE PRICE EXCHANGE-TRADED | $52.55万 | 0.12% | 10,717 | 22 | 0.2% | $1,079 | 加仓 |
| — | STRATEGY SHS | $48.44万 | 0.11% | 21,207 | -2,981 | -12.3% | -$6.81万 | 减仓 |
| FTGS | FIRST TR EXCHANGE-TRADED FD | $48.35万 | 0.11% | 13,067 | -269 | -2.0% | -$9,954 | 减仓 |
| SPSB | SPDR SERIES TRUST | $44.77万 | 0.10% | 14,918 | -107 | -0.7% | -$3,211 | 减仓 |
| JHCP | JOHN HANCOCK EXCHANGE TRADED | $38.36万 | 0.08% | 15,299 | 4,635 | 43.5% | $11.62万 | 加仓 |
| JUCY | ETF SER SOLUTIONS | $34.78万 | 0.08% | 15,823 | 15,823 | — | $34.78万 | 新建仓 |
| SCHB | SCHWAB STRATEGIC TR | $32.91万 | 0.07% | 11,363 | 907 | 8.7% | $2.63万 | 加仓 |
| VTRS | VIATRIS INC | $32.28万 | 0.07% | 20,327 | -768 | -3.6% | -$1.22万 | 减仓 |
| JOF | JAPAN SMALLER CAPITALIZATION | $28.86万 | 0.06% | 24,500 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $28.77万 | 0.06% | 11,947 | 309 | 2.7% | $7,441 | 加仓 |
| CGCP | CAPITAL GRP FIXED INCM ETF T | $27.15万 | 0.06% | 12,179 | 45 | 0.4% | $1,003 | 加仓 |
| FTMS | PUTNAM ETF TRUST | $26.43万 | 0.06% | 26,579 | -5,013 | -15.9% | -$4.99万 | 减仓 |
| PFXF | VANECK ETF TRUST | $23.92万 | 0.05% | 13,409 | 13,409 | — | $23.92万 | 新建仓 |
| — | GLOBAL X FDS | $23.10万 | 0.05% | 10,432 | -3,080 | -22.8% | -$6.82万 | 减仓 |
| — | GRAYSCALE ETHEREUM STAKING E | $23.07万 | 0.05% | 18,080 | -2,673 | -12.9% | -$3.41万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $21.62万 | 0.05% | 12,462 | -390 | -3.0% | -$6,767 | 重新持有 |
| — | LISTED FDS TR | $20.47万 | 0.05% | 10,020 | 10,020 | — | $20.47万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,219 | -100.0% | -$149.48万 | 清仓 |
| CIBR | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | -11,199 | -100.0% | -$70.20万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -10,143 | -100.0% | -$32.47万 | 清仓 |