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 |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | $3,279.55万 | 14.99% | 43,792 | 5,454 | 14.2% | $408.45万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $2,138.77万 | 9.78% | 31,141 | 162 | 0.5% | $11.13万 | 加仓 |
| AAPL | APPLE INC | $1,220.33万 | 5.58% | 42,173 | 3,914 | 10.2% | $113.26万 | 加仓 |
| DSTL | ETF SER SOLUTIONS | $1,014.22万 | 4.64% | 169,318 | -1,781 | -1.0% | -$10.67万 | 减仓 |
| IEFA | ISHARES TR | $848.69万 | 3.88% | 87,874 | 25,801 | 41.6% | $249.19万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $813.45万 | 3.72% | 40,654 | 989 | 2.5% | $19.79万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $700.28万 | 3.20% | 47,755 | 656 | 1.4% | $9.62万 | 加仓 |
| GOOGL | ALPHABET INC | $602.78万 | 2.76% | 16,867 | 1,446 | 9.4% | $51.68万 | 加仓 |
| MSFT | MICROSOFT CORP | $450.81万 | 2.06% | 12,085 | 392 | 3.4% | $14.62万 | 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 |
| LLY | ELI LILLY & CO | $380.79万 | 1.74% | 3,175 | 36 | 1.1% | $4.32万 | 加仓 |
| GOOG | ALPHABET INC | $348.03万 | 1.59% | 9,850 | 1,334 | 15.7% | $47.13万 | 加仓 |
| AVGO | BROADCOM INC | $333.86万 | 1.53% | 8,838 | 99 | 1.1% | $3.74万 | 加仓 |
| WMT | WALMART INC | $330.82万 | 1.51% | 29,209 | 2,121 | 7.8% | $24.02万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $317.77万 | 1.45% | 2,753 | -269 | -8.9% | -$31.05万 | 减仓 |
| — | EXXON MOBIL CORP | $314.95万 | 1.44% | 23,036 | 1,659 | 7.8% | $22.68万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $312.33万 | 1.43% | 9,542 | 214 | 2.3% | $7.00万 | 加仓 |
| BSCQ | INVESCO EXCH TRD SLF IDX FD | $271.44万 | 1.24% | 139,024 | 695 | 0.5% | $1.36万 | 加仓 |
| AMZN | AMAZON COM INC | $267.11万 | 1.22% | 11,207 | 644 | 6.1% | $15.35万 | 加仓 |
| IJR | ISHARES TR | $261.97万 | 1.20% | 17,664 | 6,384 | 56.6% | $94.68万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $206.12万 | 0.94% | 5,570 | 3,241 | 139.2% | $119.93万 | 加仓 |
| IBTG | ISHARES TR | $204.59万 | 0.94% | 89,380 | 677 | 0.8% | $1.55万 | 加仓 |
| META | META PLATFORMS INC | $195.75万 | 0.89% | 3,475 | 82 | 2.4% | $4.62万 | 加仓 |
| UTES | ETFIS SER TR I | $179.10万 | 0.82% | 21,911 | 515 | 2.4% | $4.21万 | 加仓 |
| KLAC | KLA CORP | $177.19万 | 0.81% | 5,873 | 33 | 0.6% | $9,956 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $172.02万 | 0.79% | 42,760 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $163.84万 | 0.75% | 22,995 | 12,259 | 114.2% | $87.34万 | 加仓 |
| HYG | ISHARES TR | $162.01万 | 0.74% | 20,259 | 612 | 3.1% | $4.89万 | 加仓 |
| JNK | SPDR SERIES TRUST | $149.36万 | 0.68% | 15,499 | 2 | 0.0% | $193 | 加仓 |
| PFF | ISHARES TR | $147.67万 | 0.67% | 48,431 | 3 | 0.0% | $91 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $145.10万 | 0.66% | 2,063 | 0 | 0.0% | — | 不变 |
| COST | COSTCO WHOLESALE CORPORATION | $142.02万 | 0.65% | 1,518 | 208 | 15.9% | $19.46万 | 加仓 |
| VB | VANGUARD INDEX FDS | $137.53万 | 0.63% | 4,537 | 11 | 0.2% | $3,334 | 加仓 |
| CAT | CATERPILLAR INC | $135.49万 | 0.62% | 1,272 | 108 | 9.3% | $11.50万 | 加仓 |
| KO | COCA COLA CO | $125.73万 | 0.57% | 15,471 | 180 | 1.2% | $1.46万 | 加仓 |
| HDV | ISHARES TR | $118.49万 | 0.54% | 43,229 | 25,294 | 141.0% | $69.33万 | 加仓 |
| IWR | ISHARES TR | $116.79万 | 0.53% | 10,586 | -2,372 | -18.3% | -$26.17万 | 减仓 |
| ETN | EATON CORP PLC | $116.00万 | 0.53% | 2,722 | 171 | 6.7% | $7.29万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $115.91万 | 0.53% | 2,257 | 7 | 0.3% | $3,595 | 加仓 |
| ABBV | ABBVIE INC | $115.11万 | 0.53% | 4,574 | 127 | 2.9% | $3.20万 | 加仓 |
| HIMU | BLACKROCK ETF TRUST II | $109.81万 | 0.50% | 22,050 | 1,575 | 7.7% | $7.84万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $107.74万 | 0.49% | 20,286 | 140 | 0.7% | $7,435 | 加仓 |
| DE | DEERE & CO | $107.66万 | 0.49% | 1,697 | 636 | 59.9% | $40.35万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $101.98万 | 0.47% | 2,038 | 60 | 3.0% | $3.00万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $101.02万 | 0.46% | 10,014 | 53 | 0.5% | $5,347 | 加仓 |
| GEV | GE VERNOVA INC | $96.46万 | 0.44% | 821 | 20 | 2.5% | $2.35万 | 加仓 |
| IJH | ISHARES TR | $96.40万 | 0.44% | 12,502 | 12,502 | — | $96.40万 | 新建仓 |
| MRK | MERCK & CO INC | $95.07万 | 0.43% | 7,398 | 67 | 0.9% | $8,610 | 加仓 |
| GE | GE AEROSPACE | $94.52万 | 0.43% | 2,529 | 95 | 3.9% | $3.55万 | 加仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $92.46万 | 0.42% | 25,153 | 18 | 0.1% | $662 | 加仓 |
| QQQ | INVESCO QQQ TR | $88.03万 | 0.40% | 1,195 | 268 | 28.9% | $19.74万 | 加仓 |
| ET | ENERGY TRANSFER L P | $87.93万 | 0.40% | 45,988 | 38 | 0.1% | $727 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $85.78万 | 0.39% | 1,477 | 71 | 5.0% | $4.12万 | 加仓 |
| DEM | WISDOMTREE TR | $83.38万 | 0.38% | 15,502 | 15,502 | — | $83.38万 | 新建仓 |
| HD | HOME DEPOT INC | $81.02万 | 0.37% | 2,297 | 99 | 4.5% | $3.49万 | 加仓 |
| DCRE | DOUBLELINE ETF TRUST | $76.82万 | 0.35% | 14,829 | 37 | 0.3% | $1,917 | 加仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $74.32万 | 0.34% | 12,769 | 12,769 | — | $74.32万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $72.62万 | 0.33% | 2,582 | -40 | -1.5% | -$1.13万 | 减仓 |
| GLD | SPDR GOLD TR | $72.20万 | 0.33% | 1,960 | 871 | 80.0% | $32.09万 | 加仓 |
| SUB | ISHARES TR | $70.75万 | 0.32% | 6,645 | 2 | 0.0% | $213 | 加仓 |
| ORCL | ORACLE CORP | $68.55万 | 0.31% | 4,678 | 264 | 6.0% | $3.87万 | 加仓 |
| RTX | RTX CORPORATION | $66.11万 | 0.30% | 3,485 | 87 | 2.6% | $1.65万 | 加仓 |
| V | VISA INC | $65.93万 | 0.30% | 1,922 | 84 | 4.6% | $2.88万 | 加仓 |
| GDX | VANECK ETF TRUST | $64.13万 | 0.29% | 8,500 | 0 | 0.0% | — | 不变 |
| AMLP | ALPS ETF TR | $63.57万 | 0.29% | 12,261 | -190 | -1.5% | -$9,852 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $62.87万 | 0.29% | 2,475 | 781 | 46.1% | $19.84万 | 加仓 |
| IGF | ISHARES TR | $62.39万 | 0.29% | 9,368 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $61.71万 | 0.28% | 2,283 | 1,045 | 84.4% | $28.25万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $61.12万 | 0.28% | 801 | 29 | 3.8% | $2.21万 | 加仓 |
| CVX | CHEVRON CORPORATION | $60.02万 | 0.27% | 3,621 | 478 | 15.2% | $7.92万 | 加仓 |
| URNM | SPROTT FDS TR | $59.43万 | 0.27% | 11,301 | 1,338 | 13.4% | $7.04万 | 加仓 |
| NFLX | NETFLIX INC. | $58.86万 | 0.27% | 8,244 | 89 | 1.1% | $6,355 | 加仓 |
| MPLX | MPLX LP | $58.33万 | 0.27% | 10,355 | 9 | 0.1% | $507 | 加仓 |
| APH | AMPHENOL CORP | $56.21万 | 0.26% | 3,188 | 94 | 3.0% | $1.66万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $54.46万 | 0.25% | 1,109 | 32 | 3.0% | $1.57万 | 加仓 |
| — | INVESCO EXCHANGE TRADED FD T | $53.65万 | 0.25% | 17,895 | -4,528 | -20.2% | -$13.58万 | 减仓 |
| RSPT | INVESCO EXCHANGE TRADED FD T | $52.66万 | 0.24% | 8,165 | 8,165 | — | $52.66万 | 新建仓 |
| UNP | UNION PAC CORP | $52.00万 | 0.24% | 1,912 | 14 | 0.7% | $3,808 | 加仓 |
| GLW | CORNING INC | $47.74万 | 0.22% | 1,869 | 241 | 14.8% | $6.16万 | 加仓 |
| BAC | BANK OF AMER CORP | $44.93万 | 0.21% | 7,885 | 913 | 13.1% | $5.20万 | 加仓 |
| TXN | TEXAS INSTRS INC | $44.40万 | 0.20% | 1,490 | 73 | 5.2% | $2.18万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $44.24万 | 0.20% | 437 | 11 | 2.6% | $1.11万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $41.35万 | 0.19% | 1,223 | 1,223 | — | $41.35万 | 新建仓 |
| IWO | ISHARES TR | $39.16万 | 0.18% | 994 | -55 | -5.2% | -$2.17万 | 减仓 |
| INTC | INTEL CORP | $38.02万 | 0.17% | 2,723 | 2,723 | — | $38.02万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $37.81万 | 0.17% | 1,777 | 513 | 40.6% | $10.92万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $37.81万 | 0.17% | 2,090 | 200 | 10.6% | $3.62万 | 加仓 |
| PEP | PEPSICO INC | $37.57万 | 0.17% | 2,775 | 807 | 41.0% | $10.93万 | 加仓 |
| AMAT | APPLIED MATLS INC | $36.71万 | 0.17% | 508 | 508 | — | $36.71万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $35.68万 | 0.16% | 823 | 823 | — | $35.68万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $34.79万 | 0.16% | 1,286 | 7 | 0.5% | $1,894 | 加仓 |
| CSCO | CISCO SYS INC | $34.57万 | 0.16% | 2,943 | 133 | 4.7% | $1.56万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $34.57万 | 0.16% | 358 | 358 | — | $34.57万 | 新建仓 |
| MMM | 3M CO | $34.11万 | 0.16% | 2,107 | 54 | 2.6% | $8,742 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $33.71万 | 0.15% | 662 | -5 | -0.7% | -$2,546 | 减仓 |
| VEU | VANGUARD INTL EQUITY INDEX F | $32.73万 | 0.15% | 3,908 | -1,625 | -29.4% | -$13.61万 | 减仓 |
| TMUS | T-MOBILE US INC | $31.62万 | 0.14% | 1,885 | -54 | -2.8% | -$9,059 | 减仓 |
| QCOM | QUALCOMM INC | $30.26万 | 0.14% | 1,637 | 58 | 3.7% | $1.07万 | 加仓 |
| AMGN | AMGEN INC | $29.95万 | 0.14% | 827 | 24 | 3.0% | $8,691 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $29.24万 | 0.13% | 858 | 858 | — | $29.24万 | 新建仓 |