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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
22Q2 调仓
2021-12-31 → 2022-06-30 · 共 112 项
建仓 14
增持 52
减持 29
清仓 17
方向
标的
Δ市值
现股数(环比)
减持
BBUS
J P MORGAN EXCHANGE TRADED F
-$16.6M
2,978
-98%
建仓
VIGI
VANGUARD WHITEHALL FDS
+$9.3M
129,100
增持
SCHD
SCHWAB STRATEGIC TR
+$6.5M
169,585
+125%
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。
建仓
SPSM
SPDR SER TR
+$5.4M
136,651
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$5.4M
68,073
+2363%
增持
IVV
ISHARES TR
+$5.3M
80,924
+37%
减持
FIXD
FIRST TR EXCHNG TRADED FD VI
-$4.7M
50,289
-62%
建仓
UJAN
INNOVATOR ETFS TR
+$4.3M
146,451
减持
SCHP
SCHWAB STRATEGIC TR
-$4.2M
27,544
-70%
增持
QQQ
INVESCO QQQ TR
+$3.0M
36,730
+70%
增持
JMST
J P MORGAN EXCHANGE TRADED F
+$2.6M
168,342
+45%
增持
VO
VANGUARD INDEX FDS
+$2.5M
35,770
+73%
清仓
KOMP
SPDR SER TR
-$2.3M
0
-100%
减持
FMB
FIRST TR EXCH TRADED FD III
-$1.9M
80,618
-25%
减持
QUAL
ISHARES TR
-$1.5M
30,214
-15%
增持
—
EXXON MOBIL CORP
+$1.4M
29,094
+24%
增持
PJAN
INNOVATOR ETFS TR
+$1.3M
90,266
+100%
增持
VOO
VANGUARD INDEX FDS
-$1.1M
20,228
+0%
减持
AAPL
APPLE INC
-$1.1M
15,913
-24%
增持
ISTB
ISHARES TR
+$1.1M
74,506
+53%
建仓
SMMU
PIMCO ETF TR
+$1.0M
20,204
增持
CTRA
COTERRA ENERGY INC
+$970.0K
73,380
+9%
增持
NOC
NORTHROP GRUMMAN CORP
+$862.0K
4,639
+32%
建仓
SBSW
SIBANYE STILLWATER LTD
+$861.0K
86,572
增持
FPI
FARMLAND PARTNERS INC
+$792.0K
155,660
+23%
减持
PZA
INVESCO EXCH TRADED FD TR II
-$765.0K
62,425
-26%
建仓
—
CHECK POINT SOFTWARE TECH LT
+$736.0K
5,904
减持
IEFA
ISHARES TR
-$722.0K
12,506
-38%
建仓
SPG
SIMON PPTY GROUP INC NEW
+$714.0K
6,575
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$711.0K
0
-100%
减持
MTUM
ISHARES TR
-$709.0K
6,623
-27%
清仓
GILD
GILEAD SCIENCES INC
-$703.0K
0
-100%
减持
MSFT
MICROSOFT CORP
-$663.0K
4,091
-24%
增持
JPM
JPMORGAN CHASE & CO
-$620.0K
16,168
+3%
减持
—
SPDR SER TR
-$562.0K
26,196
-9%
清仓
ITM
VANECK ETF TRUST
-$559.0K
0
-100%
增持
—
DIAMOND HILL INVT GROUP INC
+$549.0K
10,864
+38%
清仓
VBK
VANGUARD INDEX FDS
-$545.0K
0
-100%
减持
D
DOMINION ENERGY INC
-$514.0K
3,709
-64%
清仓
ARKK
ARK ETF TR
-$491.0K
0
-100%
增持
KR
KROGER CO
+$471.0K
44,484
+26%
建仓
BAPR
INNOVATOR ETFS TR
+$455.0K
14,250
清仓
PMAR
INNOVATOR ETFS TR
-$449.0K
0
-100%
减持
PAPR
INNOVATOR ETFS TR
-$442.0K
13,300
-52%
清仓
FPXI
FIRST TR EXCHANGE TRADED FD
-$436.0K
0
-100%
增持
PMAY
INNOVATOR ETFS TR
+$429.0K
30,621
+106%
减持
AXON
AXON ENTERPRISE INC
-$411.0K
6,660
-9%
减持
EEMV
ISHARES INC
-$405.0K
9,876
-35%
建仓
MBIN
MERCHANTS BANCORP IND
+$398.0K
15,045
减持
IWY
ISHARES TR
-$342.0K
7,729
-6%
减持
DIS
DISNEY WALT CO
-$338.0K
6,682
-1%
清仓
IEMG
ISHARES INC
-$323.0K
0
-100%
减持
GOVT
ISHARES TR
-$319.0K
14,262
-43%
增持
LOVE
LOVESAC COMPANY
+$310.0K
21,732
+292%
清仓
NAPR
INNOVATOR ETFS TR
-$297.0K
0
-100%
建仓
AOA
ISHARES TR
+$294.0K
4,667
减持
ICSH
ISHARES TR
-$285.0K
27,324
-17%
清仓
KAPR
INNOVATOR ETFS TR
-$278.0K
0
-100%
增持
UNH
UNITEDHEALTH GROUP INC
+$274.0K
3,018
+11%
减持
EFAV
ISHARES TR
-$266.0K
9,792
-17%
建仓
TPLC
TIMOTHY PLAN
+$257.0K
7,500
建仓
TPHD
TIMOTHY PLAN
+$253.0K
8,000
建仓
PEP
PEPSICO INC
+$251.0K
1,436
建仓
CVX
CHEVRON CORP NEW
+$246.0K
1,504
清仓
NVDA
NVIDIA CORPORATION
-$244.0K
0
-100%
增持
VTI
VANGUARD INDEX FDS
+$223.0K
3,232
+76%
减持
USMV
ISHARES TR
-$222.0K
22,522
-3%
清仓
CATH
GLOBAL X FDS
-$220.0K
0
-100%
清仓
BND
VANGUARD BD INDEX FDS
-$209.0K
0
-100%
清仓
T
AT&T INC
-$205.0K
0
-100%
清仓
PSEP
INNOVATOR ETFS TR
-$204.0K
0
-100%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T
+$201.0K
21,089
+48%
清仓
KJUL
INNOVATOR ETFS TR
-$201.0K
0
-100%
减持
LLY
LILLY ELI & CO
+$200.0K
3,835
-0%
增持
MUB
ISHARES TR
+$194.0K
17,340
+19%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$186.0K
6,715
+10%
增持
TJX
TJX COS INC NEW
-$185.0K
19,317
+7%
增持
MORN
MORNINGSTAR INC
-$176.0K
3,648
+13%
增持
FSLR
FIRST SOLAR INC
+$145.0K
11,616
+1%
减持
SCHV
SCHWAB STRATEGIC TR
-$141.0K
15,751
-3%
增持
WBS
WEBSTER FINL CORP
+$136.0K
8,252
+87%
减持
IXN
ISHARES TR
-$114.0K
3,971
-20%
增持
FAST
FASTENAL CO
-$111.0K
16,886
+11%
减持
SIZE
ISHARES TR
-$101.0K
3,476
-8%
减持
JPST
J P MORGAN EXCHANGE TRADED F
-$97.0K
6,884
-21%
增持
PFEB
INNOVATOR ETFS TR
+$89.0K
15,940
+29%
增持
CVS
CVS HEALTH CORP
+$76.0K
13,571
+15%
增持
GNTX
GENTEX CORP
+$73.0K
41,221
+32%
增持
APD
AIR PRODS & CHEMS INC
-$70.0K
2,630
+11%
减持
TSLA
TESLA INC
-$63.0K
374
-0%
增持
GOOGL
ALPHABET INC
-$60.0K
2,100
+1900%
减持
IJH
ISHARES TR
-$53.0K
1,551
-1%
增持
HSY
HERSHEY CO
+$45.0K
1,246
+1%
增持
SLYG
SPDR SER TR
-$43.0K
3,075
+0%
增持
PJUN
INNOVATOR ETFS TR
+$39.0K
13,669
+16%
减持
IJR
ISHARES TR
-$39.0K
2,724
-1%
增持
PG
PROCTER AND GAMBLE CO
-$36.0K
2,212
+5%
增持
DEO
DIAGEO PLC
-$36.0K
5,649
+11%
增持
AEP
AMERICAN ELEC PWR CO INC
+$32.0K
3,243
+0%
增持
DUK
DUKE ENERGY CORP NEW
+$31.0K
5,676
+0%
增持
BJAN
INNOVATOR ETFS TR
+$30.0K
7,225
+24%
增持
PFE
PFIZER INC
+$26.0K
6,593
+27%
增持
AMZN
AMAZON COM INC
-$25.0K
3,940
+2259%
增持
VB
VANGUARD INDEX FDS
-$23.0K
1,285
+6%
增持
KO
COCA COLA CO
+$21.0K
4,008
+1%
增持
DON
WISDOMTREE TR
-$15.0K
8,176
+1%
增持
VZ
VERIZON COMMUNICATIONS INC
+$15.0K
23,587
+14%
增持
SUB
ISHARES TR
+$14.0K
8,823
+3%
增持
IJAN
INNOVATOR ETFS TR
-$11.0K
8,654
+2%
增持
FRME
FIRST MERCHANTS CORP
-$8.0K
23,641
+0%
增持
VLUE
ISHARES TR
+$5.0K
3,267
+16%
增持
MCD
MCDONALDS CORP
-$5.0K
1,545
+1%
