Sunbeam Capital Management, LLC
ATLANTA GA · SEC CIK 0002057278
$1.75亿2026Q1 申报市值
112持仓数
54.3%前十大占比 · 第一大 14.3%
12 / 3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
IVV 加仓+$351.56万
PNFP 新建仓+$85.80万
VTI 新建仓+$74.71万
LLY 加仓+$67.43万
INVESCO EXCHANGE 新建仓+$66.15万
2026Q1 卖出最多 按季末市值估算
PINNACLE FINL PA 清仓-$95.22万
BSX 清仓-$29.62万
URNM 减仓-$26.49万
XOP 清仓-$22.44万
CEF 减仓-$20.96万
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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $2,504.28万 | 14.33% | 38,338 | 5,382 | 16.3% | $351.56万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,851.12万 | 10.59% | 30,979 | 608 | 2.0% | $36.33万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $990.32万 | 5.67% | 171,099 | 1,963 | 1.2% | $11.36万 | 加仓 |
| AAPL | APPLE INC | $970.97万 | 5.56% | 38,259 | 1,938 | 5.3% | $49.18万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $691.75万 | 3.96% | 39,665 | -56 | -0.1% | -$9,766 | 减仓 |
| PG | PROCTER & GAMBLE CO | $680.29万 | 3.89% | 47,099 | 204 | 0.4% | $2.95万 | 加仓 |
| IEFA | ISHARES TR | $561.95万 | 3.22% | 62,073 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $443.45万 | 2.54% | 15,421 | 319 | 2.1% | $9.17万 | 加仓 |
| MSFT | MICROSOFT CORP | $432.83万 | 2.48% | 11,693 | 220 | 1.9% | $8.14万 | 加仓 |
| — | EXXON MOBIL CORP | $362.69万 | 2.08% | 21,377 | 434 | 2.1% | $7.36万 | 加仓 |
| WMT | WALMART INC | $336.65万 | 1.93% | 27,088 | 403 | 1.5% | $5.01万 | 加仓 |
| LLY | ELI LILLY & CO | $288.74万 | 1.65% | 3,139 | 733 | 30.5% | $67.43万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $274.40万 | 1.57% | 9,328 | 394 | 4.4% | $11.59万 | 加仓 |
| AVGO | BROADCOM INC | $270.48万 | 1.55% | 8,739 | 328 | 3.9% | $10.15万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $270.16万 | 1.55% | 138,329 | 703 | 0.5% | $1.37万 | 加仓 |
| GOOG | ALPHABET INC | $244.30万 | 1.40% | 8,516 | 29 | 0.3% | $8,319 | 加仓 |
| AMZN | AMAZON COM INC | $220.00万 | 1.26% | 10,563 | 593 | 5.9% | $12.35万 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $204.05万 | 1.17% | 42,760 | -4,392 | -9.3% | -$20.96万 | 减仓 |
| IBTG | ISHARES TR | $203.26万 | 1.16% | 88,703 | 512 | 0.6% | $1.17万 | 加仓 |
| META | META PLATFORMS INC | $194.11万 | 1.11% | 3,393 | 79 | 2.4% | $4.52万 | 加仓 |
| UTES | ETFIS SER TR I | $170.96万 | 0.98% | 21,396 | 1,786 | 9.1% | $14.27万 | 加仓 |
| HYG | ISHARES TR | $156.31万 | 0.89% | 19,647 | 173 | 0.9% | $1.38万 | 加仓 |
| JNK | SPDR SERIES TRUST | $148.33万 | 0.85% | 15,497 | 147 | 1.0% | $1.41万 | 加仓 |
| PFF | ISHARES TR | $146.83万 | 0.84% | 48,428 | 3 | 0.0% | $91 | 加仓 |
| IJR | ISHARES TR | $140.22万 | 0.80% | 11,280 | 48 | 0.4% | $5,967 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $130.58万 | 0.75% | 1,310 | 30 | 2.3% | $2.99万 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $127.24万 | 0.73% | 2,063 | 0 | 0.0% | — | 不变 |
| IWR | ISHARES TR | $125.99万 | 0.72% | 12,958 | 34 | 0.3% | $3,306 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $123.41万 | 0.71% | 20,146 | 124 | 0.6% | $7,596 | 加仓 |
| VB | VANGUARD INDEX FDS | $118.53万 | 0.68% | 4,526 | 15 | 0.3% | $3,928 | 加仓 |
| KO | COCA COLA CO | $116.29万 | 0.67% | 15,291 | 242 | 1.6% | $1.84万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $112.41万 | 0.64% | 2,250 | 44 | 2.0% | $2.20万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $102.08万 | 0.58% | 3,022 | 5 | 0.2% | $1,689 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $98.24万 | 0.56% | 20,475 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $96.73万 | 0.55% | 4,447 | 16 | 0.4% | $3,480 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $95.11万 | 0.54% | 25,135 | -35 | -0.1% | -$1,324 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $94.79万 | 0.54% | 1,978 | 47 | 2.4% | $2.25万 | 加仓 |
| ETN | EATON CORP PLC | $91.26万 | 0.52% | 2,551 | 27 | 1.1% | $9,659 | 加仓 |
| ET | ENERGY TRANSFER L P | $88.68万 | 0.51% | 45,950 | 93 | 0.2% | $1,795 | 加仓 |
| MRK | MERCK & CO INC | $88.18万 | 0.50% | 7,331 | 232 | 3.3% | $2.79万 | 加仓 |
| KLAC | KLA CORP | $85.97万 | 0.49% | 584 | 7 | 1.2% | $1.03万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $85.80万 | 0.49% | 9,961 | 9,961 | — | $85.80万 | 新建仓 |
| CAT | CATERPILLAR INC | $82.45万 | 0.47% | 1,164 | 13 | 1.1% | $9,209 | 加仓 |
| NFLX | NETFLIX INC. | $78.41万 | 0.45% | 8,155 | 231 | 2.9% | $2.22万 | 加仓 |
| GDX | VANECK ETF TRUST | $78.00万 | 0.45% | 8,500 | -11 | -0.1% | -$1,009 | 减仓 |
| DCRE | DOUBLELINE ETF TRUST | $76.86万 | 0.44% | 14,792 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $74.71万 | 0.43% | 2,329 | 2,329 | — | $74.71万 | 新建仓 |
| HD | HOME DEPOT INC | $72.30万 | 0.41% | 2,198 | 21 | 1.0% | $6,908 | 加仓 |
| SUB | ISHARES TR | $70.75万 | 0.40% | 6,643 | 1 | 0.0% | $107 | 加仓 |
| GEV | GE VERNOVA INC | $69.89万 | 0.40% | 801 | 9 | 1.1% | $7,852 | 加仓 |
| GE | GE AEROSPACE | $69.08万 | 0.40% | 2,434 | 1 | 0.0% | $284 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $68.80万 | 0.39% | 10,736 | 3,434 | 47.0% | $22.01万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $66.15万 | 0.38% | 22,423 | 22,423 | — | $66.15万 | 新建仓 |
| RTX | RTX CORPORATION | $65.55万 | 0.38% | 3,398 | 15 | 0.4% | $2,894 | 加仓 |
| AMLP | ALPS ETF TR | $65.54万 | 0.38% | 12,451 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $65.03万 | 0.37% | 3,143 | 65 | 2.1% | $1.34万 | 加仓 |
| ORCL | ORACLE CORP | $64.94万 | 0.37% | 4,414 | 41 | 0.9% | $6,032 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $63.55万 | 0.36% | 2,622 | 205 | 8.5% | $4.97万 | 加仓 |
| URNM | SPROTT FDS TR | $62.91万 | 0.36% | 9,963 | -4,195 | -29.6% | -$26.49万 | 减仓 |
| IGF | ISHARES TR | $62.77万 | 0.36% | 9,368 | 0 | 0.0% | — | 不变 |
| SPY | STATE STR SPDR S&P 500 ETF T | $59.87万 | 0.34% | 921 | 6 | 0.7% | $3,900 | 加仓 |
| DE | DEERE & CO | $59.74万 | 0.34% | 1,061 | 10 | 1.0% | $5,631 | 加仓 |
| MPLX | MPLX LP | $59.04万 | 0.34% | 10,346 | 27 | 0.3% | $1,541 | 加仓 |
| V | VISA INC | $55.56万 | 0.32% | 1,838 | 85 | 4.8% | $2.57万 | 加仓 |
| QQQ | INVESCO QQQ TR | $53.53万 | 0.31% | 927 | 200 | 27.5% | $11.55万 | 加仓 |
| HDV | ISHARES TR | $48.68万 | 0.28% | 3,587 | 3,587 | — | $48.68万 | 新建仓 |
| GLD | SPDR GOLD TR | $46.86万 | 0.27% | 1,089 | -241 | -18.1% | -$10.37万 | 减仓 |
| UNP | UNION PAC CORP | $46.05万 | 0.26% | 1,898 | 23 | 1.2% | $5,580 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $44.90万 | 0.26% | 1,077 | -2 | -0.2% | -$834 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $41.56万 | 0.24% | 5,533 | 5,533 | — | $41.56万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $41.41万 | 0.24% | 1,694 | 47 | 2.9% | $1.15万 | 加仓 |
| TMUS | T-MOBILE US INC | $40.71万 | 0.23% | 1,939 | -1 | -0.1% | -$210 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $40.32万 | 0.23% | 667 | 14 | 2.1% | $8,462 | 加仓 |
| APH | AMPHENOL CORP | $39.09万 | 0.22% | 3,094 | -5 | -0.2% | -$632 | 减仓 |
| MCD | MCDONALDS CORP | $38.47万 | 0.22% | 1,238 | 23 | 1.9% | $7,147 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $36.04万 | 0.21% | 426 | 18 | 4.4% | $1.52万 | 加仓 |
| BAC | BANK AMERICA CORP | $33.99万 | 0.19% | 6,972 | -164 | -2.3% | -$7,995 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $33.29万 | 0.19% | 1,279 | 5 | 0.4% | $1,302 | 加仓 |
| IWO | ISHARES TR | $32.92万 | 0.19% | 1,049 | -525 | -33.4% | -$16.48万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $31.88万 | 0.18% | 5,917 | 28 | 0.5% | $1,509 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $31.26万 | 0.18% | 1,890 | 11 | 0.6% | $1,819 | 加仓 |
| PEP | PEPSICO INC | $30.56万 | 0.17% | 1,968 | 22 | 1.1% | $3,416 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.14万 | 0.17% | 772 | 195 | 33.8% | $7.61万 | 加仓 |
| MMM | 3M CO | $29.81万 | 0.17% | 2,053 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $29.79万 | 0.17% | 606 | 28 | 4.8% | $1.38万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $28.61万 | 0.16% | 1,406 | 61 | 4.5% | $1.24万 | 加仓 |
| AMGN | AMGEN INC | $28.24万 | 0.16% | 803 | 14 | 1.8% | $4,924 | 加仓 |
| TXN | TEXAS INSTRS INC | $27.50万 | 0.16% | 1,417 | 1 | 0.1% | $194 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $26.96万 | 0.15% | 458 | 0 | 0.0% | — | 不变 |
| OKE | ONEOK INC NEW | $26.84万 | 0.15% | 2,970 | 22 | 0.7% | $1,988 | 加仓 |
| BX | BLACKSTONE INC | $26.14万 | 0.15% | 2,274 | 519 | 29.6% | $5.97万 | 加仓 |
| CME | CME GROUP INC | $26.04万 | 0.15% | 882 | 26 | 3.0% | $7,675 | 加仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $26.02万 | 0.15% | 7,664 | 7,664 | — | $26.02万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $25.47万 | 0.15% | 599 | -5 | -0.8% | -$2,126 | 减仓 |
| SYK | STRYKER CORPORATION | $25.19万 | 0.14% | 767 | 2 | 0.3% | $657 | 加仓 |
| LOW | LOWES COS INC | $25.03万 | 0.14% | 1,059 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $25.02万 | 0.14% | 1,911 | 97 | 5.3% | $1.27万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $24.26万 | 0.14% | 1,264 | 1,264 | — | $24.26万 | 新建仓 |
| BBDC | BARINGS BDC INC | $23.26万 | 0.13% | 28,257 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $22.93万 | 0.13% | 516 | 14 | 2.8% | $6,220 | 加仓 |