Sunbeam Capital Management, LLC
ATLANTA GA · SEC CIK 0002057278
$2.19亿2026Q2 申报市值
124持仓数
52.5%前十大占比 · 第一大 15.0%
17 / 5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
IVV 加仓+$408.45万
SPY 加仓+$338.30万
IEFA 加仓+$249.19万
VTI 加仓+$119.93万
AAPL 加仓+$113.26万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$31.05万
IWR 减仓-$26.17万
CME 清仓-$26.04万
DUK 清仓-$25.02万
ABT 清仓-$22.66万
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 |
|---|---|---|---|---|---|---|---|---|
| JNK | SPDR SERIES TRUST | $149.36万 | 0.68% | 15,499 | 2 | 0.0% | $193 | 加仓 |
| HYG | ISHARES TR | $162.01万 | 0.74% | 20,259 | 612 | 3.1% | $4.89万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $163.84万 | 0.75% | 22,995 | 12,259 | 114.2% | $87.34万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $172.02万 | 0.79% | 42,760 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $177.19万 | 0.81% | 5,873 | 33 | 0.6% | $9,956 | 加仓 |
| UTES | ETFIS SER TR I | $179.10万 | 0.82% | 21,911 | 515 | 2.4% | $4.21万 | 加仓 |
| META | META PLATFORMS INC | $195.75万 | 0.89% | 3,475 | 82 | 2.4% | $4.62万 | 加仓 |
| IBTG | ISHARES TR | $204.59万 | 0.94% | 89,380 | 677 | 0.8% | $1.55万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $206.12万 | 0.94% | 5,570 | 3,241 | 139.2% | $119.93万 | 加仓 |
| IJR | ISHARES TR | $261.97万 | 1.20% | 17,664 | 6,384 | 56.6% | $94.68万 | 加仓 |
| AMZN | AMAZON COM INC | $267.11万 | 1.22% | 11,207 | 644 | 6.1% | $15.35万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $271.44万 | 1.24% | 139,024 | 695 | 0.5% | $1.36万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $312.33万 | 1.43% | 9,542 | 214 | 2.3% | $7.00万 | 加仓 |
| — | EXXON MOBIL CORP | $314.95万 | 1.44% | 23,036 | 1,659 | 7.8% | $22.68万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $317.77万 | 1.45% | 2,753 | -269 | -8.9% | -$31.05万 | 减仓 |
| WMT | WALMART INC | $330.82万 | 1.51% | 29,209 | 2,121 | 7.8% | $24.02万 | 加仓 |
| AVGO | BROADCOM INC | $333.86万 | 1.53% | 8,838 | 99 | 1.1% | $3.74万 | 加仓 |
| GOOG | ALPHABET INC | $348.03万 | 1.59% | 9,850 | 1,334 | 15.7% | $47.13万 | 加仓 |
| LLY | ELI LILLY & CO | $380.79万 | 1.74% | 3,175 | 36 | 1.1% | $4.32万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $407.08万 | 1.86% | 5,451 | 4,530 | 491.9% | $338.30万 | 加仓 |
| MSFT | MICROSOFT CORP | $450.81万 | 2.06% | 12,085 | 392 | 3.4% | $14.62万 | 加仓 |
| GOOGL | ALPHABET INC | $602.78万 | 2.76% | 16,867 | 1,446 | 9.4% | $51.68万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $700.28万 | 3.20% | 47,755 | 656 | 1.4% | $9.62万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $813.45万 | 3.72% | 40,654 | 989 | 2.5% | $19.79万 | 加仓 |
| IEFA | ISHARES TR | $848.69万 | 3.88% | 87,874 | 25,801 | 41.6% | $249.19万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $1,014.22万 | 4.64% | 169,318 | -1,781 | -1.0% | -$10.67万 | 减仓 |
| AAPL | APPLE INC | $1,220.33万 | 5.58% | 42,173 | 3,914 | 10.2% | $113.26万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,138.77万 | 9.78% | 31,141 | 162 | 0.5% | $11.13万 | 加仓 |
| IVV | ISHARES TR | $3,279.55万 | 14.99% | 43,792 | 5,454 | 14.2% | $408.45万 | 加仓 |