BW
Beam Wealth Advisors, INC.
分散型投资策略趋势追踪型行业集中型
申报总市值
US$4.0亿
申报季度: 2026-03-31 · 持股只数: 108
BEAM WEALTH ADVISORS, INC.在最新一期 13F 报告中披露了 108 项持股，申报期为 2026-03-31，总持股市值约为 US$4.0亿，季度换手率为 29.4%。
机构性格雪花图
- 集中度
- 21.1
- 持仓稳定性
- 29.45
- 动能／逆势
- 100
- 行业集中度
- 98.19
- 多样化
- 100
- 仓位均衡度
- 78.22
近期动向
加仓 IMCG
+530.1% US$1721.1万
加仓 OAKM
+1431.5% US$1039.5万
减仓 IVV
+6.3% US$99.2万
减仓 NVDA
-21.5% -US$312.1万
减仓 BIL
-24.1% -US$242.7万
减仓 PTLC
-53.3% -US$180.3万
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-大型股与成长 | 18.28% | -1.60% | +6.29% | |
| 2 | RAAX | Vaneck Real Assets ETF | ETF-其他 | 7.16% | +0.13% | -3.61% | |
| 3 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-其他 | 5.69% | — | -8.44% | |
| 4 | IMCG | Ishares Morningstar Mid-cap | ETF-其他 | 5.11% | +4.20% | +530.06% | |
| 5 | DABS | Doubleline Asset-backed ETF | ETF-其他 | 4.22% | +0.36% | +20.67% | |
| 6 | OAKM | Oakmark US Large Cap ETF | ETF-大型股与成长 | 2.77% | +2.56% | +1431.48% | |
| 7 | VO | Vanguard Mid-cap ETF | ETF-其他 | 2.52% | -0.12% | +6.59% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 2.14% | -1.08% | -21.52% | |
| 9 | JPIE | Jpmorgan Income ETF | ETF-其他 | 1.99% | +1.99% | NEW | |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-政府公债 | 1.92% | -0.87% | -24.13% | |
| 11 | IWR | Ishares Russell Mid-cap ETF | ETF-其他 | 1.87% | — | +5.41% | |
| 12 | EFG | Ishares Msci Eafe Growth ETF | ETF-其他 | 1.59% | +0.06% | +17.22% | |
| 13 | IUSV | Ishares Core S&p U.s. Value | ETF-其他 | 1.55% | — | -1.30% | |
| 14 | AAPL | Apple INC | 股票-科技 | 1.54% | -0.38% | -5.62% | |
| 15 | JEPI | Jpmorgan Equity Premium Inco | ETF-其他 | 1.43% | +0.45% | +62.96% | |
| 16 | ISCG | Ishares Morningstar Small-ca | ETF-其他 | 1.42% | +0.24% | +33.99% | |
| 17 | IWD | Ishares Russell 1000 Value E | ETF-其他 | 1.06% | — | +9.58% | |
| 18 | XOM | Exxon Mobil CORP | 股票-能源 | 1.06% | +0.20% | -4.18% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-其他 | 1.05% | — | +6.63% | |
| 20 | BITB | Bitwise Bitcoin ETF | ETF-加密货币 | 1.04% | -0.35% | +6.34% | |
| 21 | SPTM | Ss Spdr P S&p 1500 Comp ETF | ETF-其他 | 1.02% | — | -4.71% | |
| 22 | URTH | Ishares Msci World ETF | ETF-其他 | 0.94% | — | -6.65% | |
| 23 | EFV | Ishares Msci Eafe Value ETF | ETF-其他 | 0.93% | +0.04% | +11.55% | |
| 24 | OUSM | Alps Oshares US Small-cap Qu | ETF-其他 | 0.93% | +0.11% | +24.71% | |
| 25 | IEF | Ishares 7-10 Year Treasury B | ETF-政府公债 | 0.92% | +0.07% | +20.78% | |
| 26 | SHY | Ishares 1-3 Year Treasury Bo | ETF-政府公债 | 0.89% | -0.36% | -21.15% | |
| 27 | SCHD | Schwab US Dvd Equity ETF | ETF-其他 | 0.86% | +0.10% | +11.29% | |
| 28 | IWP | Ishares Russell Mid-cap Grow | ETF-其他 | 0.86% | — | +21.87% | |
| 29 | WMT | Walmart INC | 股票-非周期性消费 | 0.84% | +0.05% | +5.26% | |
| 30 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 0.84% | -0.25% | -15.87% | |
| 31 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 0.83% | — | -5.95% | |
| 32 | SCZ | Ishares Msci Eafe Small-cap | ETF-其他 | 0.81% | — | +8.50% | |
| 33 | ETHW | Bitwise Ethereum ETF | ETF-其他 | 0.81% | -0.33% | +10.88% | |
| 34 | HBAN | Huntington Bancshares INC | 股票-金融 | 0.81% | +0.81% | NEW | |
| 35 | CVX | Chevron CORP | 股票-能源 | 0.76% | +0.09% | -6.93% | |
| 36 | AGG | Ishares Core U.s. Aggregate | ETF-其他 | 0.76% | +0.34% | +97.37% | |
| 37 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.74% | — | -12.97% | |
| 38 | FIDI | Fidelity Intl Hi Div ETF | ETF-其他 | 0.68% | +0.12% | +25.46% | |
| 39 | JEPQ | JPM Nasdaq Equity Premium | ETF-科技型 | 0.66% | +0.34% | +136.36% | |
| 40 | QQQM | Invesco Nasdaq 100 ETF | ETF-科技型 | 0.65% | +0.65% | NEW | |
| 41 | IDEV | Ishares Core Msci Dev Mkts | ETF-其他 | 0.65% | — | -3.56% | |
| 42 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 0.64% | +0.64% | NEW | |
| 43 | FBTC | Fidelity Wise Origin Bitcoin | ETF-加密货币 | 0.64% | -0.20% | +7.52% | |
| 44 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.62% | — | -0.66% | |
| 45 | PSLV | Sprott Physical Silver Trust | 股票-其他 | 0.60% | — | +1.01% | |
| 46 | FMAG | Fidelity Magellan ETF | ETF-其他 | 0.60% | -0.45% | -32.15% | |
| 47 | IAU | Ishares Gold Trust | ETF-避险与商品 | 0.55% | +0.16% | +41.93% | |
| 48 | NOBL | Proshares S&p 500 Dividend A | ETF-大型股与成长 | 0.53% | — | -1.26% | |
| 49 | IUSG | Ishares Core S&p U.s. Growth | ETF-其他 | 0.51% | -0.40% | -33.25% | |
| 50 | XYLD | Global X S&p 500 Cove Call E | ETF-大型股与成长 | 0.51% | — | +19.17% |
1–50 of 108
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 |
|---|---|---|---|---|
| 2026-03-31 | 108 | US$4.0亿 | 29 | |
| 2025-12-31 | 107 | US$3.6亿 | 13 | |
| 2025-09-30 | 109 | US$3.7亿 | 42 | |
| 2025-06-30 | 107 | US$3.4亿 | 0 | |
| 2025-03-31 | 102 | US$3.0亿 | 100 | |
| 2024-12-31 | 104 | US$3.2亿 | 0 | |
| 2024-09-30 | 102 | US$3.3亿 | 0 | |
| 2024-06-30 | 104 | US$3.0亿 | 0 | |
| 2024-03-31 | 114 | US$1.7亿 | 0 | |
| 2023-12-31 | 105 | US$1.6亿 | 0 | |
| 2023-09-30 | 97 | US$1.4亿 | 0 | |
| 2023-06-30 | 104 | US$1.4亿 | 0 | |
| 2023-03-31 | 98 | US$9962.1万 | 0 | |
| 2022-12-31 | 102 | US$9592.9万 | 0 | |
| 2022-09-30 | 101 | US$8981.1万 | 0 | |
| 2022-06-30 | 103 | US$9005.0万 | 0 | |
| 2022-03-31 | 87 | US$8705.5万 | 0 | |
| 2021-12-31 | 87 | US$8731.7万 | 0 | |
| 2021-09-30 | 143 | US$1.2亿 | 0 | |
| 2021-06-30 | 140 | US$1.2亿 | 98 | |
| 2021-03-31 | 136 | US$1.1亿 | 19 | |
| 2020-12-31 | 125 | US$1.1亿 | 23 | |
| 2020-09-30 | 136 | US$1.1亿 | 19 | |
| 2020-06-30 | 139 | US$9934.9万 | 61 | |
| 2020-03-31 | 145 | US$1.0亿 | 75 | |
| 2019-12-31 | 150 | US$1.1亿 | 0 |
本季持股变动
Beam Wealth Advisors, INC. 在 2026-03-31 最显著的持仓异动： 新建仓: Jpmorgan Income ETF (JPIE); 清仓: Invesco Qqq Trust Series 1 (QQQ); 清仓: Cadence Bank (CADE); 新建仓: Huntington Bancshares INC (HBAN); 新建仓: Invesco Nasdaq 100 ETF (QQQM).
FAQ
Beam Wealth Advisors, INC. 是什么机构？属于哪种投资人类型？
Beam Wealth Advisors, INC. 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-03-31），该机构追踪的股票投资组合估值约为 US$4.0亿，分布在 108 个已申报仓位之中。
Beam Wealth Advisors, INC. 目前前几大持股有哪些？
根据最新 13F 申报，Beam Wealth Advisors, INC. 按市值排列的前几大持股为：
1. Ishares Core S&p 500 ETF (IVV) — US$7342.6万 (18.3%)
2. Vaneck Real Assets ETF (RAAX) — US$2876.8万 (7.2%)
3. Ishares Msci Emr Mrk Ex Chna (EMXC) — US$2284.0万 (5.7%)
4. Ishares Morningstar Mid-cap (IMCG) — US$2051.0万 (5.1%)
5. Doubleline Asset-backed ETF (DABS) — US$1693.8万 (4.2%)
Beam Wealth Advisors, INC. 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Beam Wealth Advisors, INC. 共进行了 50 项显著调整：新建仓 10 个仓位、加仓 21 个既有持股、减仓 12 个仓位，并完全清仓 7 个持股。 其中幅度最大的异动：新建仓: Jpmorgan Income ETF (JPIE); 清仓: Invesco Qqq Trust Series 1 (QQQ); 清仓: Cadence Bank (CADE); 新建仓: Huntington Bancshares INC (HBAN); 新建仓: Invesco Nasdaq 100 ETF (QQQM)
Beam Wealth Advisors, INC. 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Beam Wealth Advisors, INC. 的主要板块分布如下：
• Information Technology: 50.3%
• Energy: 21.4%
• Consumer Staples: 14.0%
• Consumer Discretionary: 8.3%
• Communication Services: 2.9%
• Financials: 2.0%