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BCGM Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BCGM Wealth Management, LLC
报告期 2026-03-31 · CIK 0001830467
持仓数
178
前50大市值合计
$304.3M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
21Q4
21Q3
21Q2
21Q4 调仓
2021-09-30 → 2021-12-31 · 共 89 项
建仓 8
增持 58
减持 21
清仓 2
方向
标的
Δ市值
现股数(环比)
减持
ISTB
ISHARES TR
-$6.7M
48,741
-73%
增持
IVV
ISHARES TR
+$4.1M
59,074
+13%
增持
QQQ
INVESCO QQQ TR
+$2.4M
21,549
+35%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AAPL
APPLE INC
+$1.9M
20,901
+73%
建仓
FRME
FIRST MERCHANTS CORP
+$990.0K
23,626
减持
ARKK
ARK ETF TR
-$963.0K
5,196
-57%
减持
VCIT
VANGUARD SCOTTSDALE FDS
-$837.0K
2,764
-76%
减持
FPXI
FIRST TR EXCHANGE TRADED FD
-$766.0K
7,575
-59%
增持
BBUS
J P MORGAN EXCHANGE-TRADED F
+$685.0K
194,885
+1%
增持
SCHD
SCHWAB STRATEGIC TR
+$597.0K
75,306
+6%
建仓
NKE
NIKE INC
+$400.0K
2,400
增持
VOO
VANGUARD INDEX FDS
+$371.0K
20,162
+1%
增持
KR
KROGER CO
+$342.0K
35,247
+13%
清仓
—
ALLAKOS INC
-$341.0K
0
-100%
增持
FSLR
FIRST SOLAR INC
-$322.0K
11,550
+4%
建仓
GOOGL
ALPHABET INC
+$304.0K
105
增持
DUK
DUKE ENERGY CORP NEW
+$296.0K
5,655
+94%
建仓
AEP
AMERICAN ELEC PWR CO INC
+$288.0K
3,241
减持
IEFA
ISHARES TR
-$272.0K
20,065
-13%
增持
NOC
NORTHROP GRUMMAN CORP
+$267.0K
3,514
+15%
增持
UNH
UNITEDHEALTH GROUP INC
+$263.0K
2,715
+14%
增持
VZ
VERIZON COMMUNICATIONS INC
+$260.0K
20,663
+34%
增持
TJX
TJX COS INC NEW
+$255.0K
17,992
+6%
建仓
WBS
WEBSTER FINL CORP CONN
+$247.0K
4,420
建仓
IJAN
INNOVATOR ETFS TR
+$232.0K
8,463
增持
FPI
FARMLAND PARTNERS INC
+$229.0K
127,068
+11%
增持
FMB
FIRST TR EXCH TRADED FD III
+$222.0K
107,004
+3%
增持
CVS
CVS HEALTH CORP
+$221.0K
11,845
+6%
建仓
BJAN
INNOVATOR ETFS TR
+$218.0K
5,834
增持
AMZN
AMAZON COM INC
+$206.0K
167
+61%
清仓
BIBL
NORTHERN LTS FD TR IV
-$204.0K
0
-100%
建仓
PSEP
INNOVATOR ETFS TR
+$204.0K
6,705
减持
SCHP
SCHWAB STRATEGIC TR
-$198.0K
92,015
-3%
减持
MTUM
ISHARES TR
-$190.0K
9,124
-6%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$182.0K
6,130
+7%
增持
JMST
J P MORGAN EXCHANGE-TRADED F
+$168.0K
115,885
+3%
增持
ICSH
ISHARES TR
+$166.0K
32,799
+11%
增持
DEO
DIAGEO PLC
+$160.0K
5,075
+6%
减持
GOVT
ISHARES TR
-$146.0K
24,931
-19%
增持
MORN
MORNINGSTAR INC
+$144.0K
3,241
+7%
增持
FAST
FASTENAL CO
+$140.0K
15,271
+4%
增持
VO
VANGUARD INDEX FDS
+$122.0K
20,648
+1%
增持
JPM
JPMORGAN CHASE & CO
-$115.0K
15,693
+3%
增持
MSFT
MICROSOFT CORP
+$106.0K
5,388
+5%
增持
GILD
GILEAD SCIENCES INC
+$99.0K
9,688
+4%
增持
AXON
AXON ENTERPRISE INC
-$82.0K
7,293
+7%
增持
GNTX
GENTEX CORP
+$82.0K
31,282
+10%
增持
PFE
PFIZER INC
+$80.0K
5,201
+0%
减持
USMV
ISHARES TR
+$77.0K
23,282
-0%
增持
LOVE
LOVESAC COMPANY
+$68.0K
5,544
+45%
增持
DIS
DISNEY WALT CO
-$66.0K
6,759
+3%
增持
META
META PLATFORMS INC
+$65.0K
1,279
+13%
增持
D
DOMINION ENERGY INC
+$60.0K
10,408
+4%
减持
IWY
ISHARES TR
+$56.0K
8,224
-0%
减持
EEMV
ISHARES INC
-$53.0K
15,248
-5%
增持
—
SPDR SER TR
+$53.0K
28,876
+0%
增持
PZA
INVESCO EXCH TRADED FD TR II
+$52.0K
83,920
+1%
增持
KOMP
SPDR SER TR
-$46.0K
38,306
+8%
增持
APD
AIR PRODS & CHEMS INC
+$45.0K
2,375
+5%
增持
PG
PROCTER AND GAMBLE CO
+$44.0K
2,100
+0%
增持
—
EXXON MOBIL CORP
+$37.0K
23,482
+8%
增持
NVDA
NVIDIA CORPORATION
+$36.0K
829
+2%
增持
MCD
MCDONALDS CORP
+$36.0K
1,536
+0%
减持
VBK
VANGUARD INDEX FDS
-$31.0K
1,935
-1%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$24.0K
13,730
-7%
增持
HSY
HERSHEY CO
+$23.0K
1,235
+0%
减持
QUAL
ISHARES TR
-$23.0K
35,440
-3%
增持
—
DIAMOND HILL INVT GROUP INC
+$20.0K
7,865
+13%
减持
IEMG
ISHARES INC
-$20.0K
5,388
-2%
减持
EFAV
ISHARES TR
-$18.0K
11,837
-2%
减持
VLUE
ISHARES TR
+$17.0K
2,816
-0%
增持
KO
COCA COLA CO
+$12.0K
3,981
+0%
增持
FIXD
FIRST TR EXCHNG TRADED FD VI
+$10.0K
132,482
+0%
增持
DON
WISDOMTREE TR
+$10.0K
8,134
+0%
增持
VTI
VANGUARD INDEX FDS
+$10.0K
1,837
+0%
增持
SIZE
ISHARES TR
+$9.0K
3,767
+0%
增持
IJH
ISHARES TR
+$8.0K
1,560
+0%
增持
BND
VANGUARD BD INDEX FDS
+$7.0K
2,462
+4%
增持
ITM
VANECK ETF TRUST
+$4.0K
10,906
+0%
增持
T
AT&T INC
-$4.0K
8,313
+0%
增持
IJR
ISHARES TR
+$4.0K
2,761
+0%
增持
VB
VANGUARD INDEX FDS
-$4.0K
1,209
+0%
增持
SUB
ISHARES TR
+$3.0K
8,535
+0%
减持
SLYG
SPDR SER TR
-$3.0K
3,066
-3%
减持
SPY
SPDR S&P 500 ETF TR
-$2.0K
1,054
-4%
减持
SCHV
SCHWAB STRATEGIC TR
-$2.0K
16,230
-3%
减持
MUB
ISHARES TR
+$1.0K
14,528
-0%
增持
JPST
J P MORGAN EXCHANGE-TRADED F
+$0
8,760
+0%
增持
CTRA
COTERRA ENERGY INC
+$0
67,102
+12%
